AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,098 shares; 2024Q4: 49,338 shares; 2025Q1: 47,174 shares; 2025Q2: 44,994 shares; 2025Q3: 43,382 shares; 2025Q4: 41,792 shares; 2026Q1: 38,753 shares; 2026Q2: 38,233 shares 38,233 $11.1M 5.5% -520 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: 126,545 shares; 2024Q4: 126,245 shares; 2025Q1: 122,138 shares; 2025Q2: 110,682 shares; 2025Q3: 110,282 shares; 2025Q4: 110,082 shares; 2026Q1: 110,082 shares; 2026Q2: 109,182 shares 109,182 $10M 4.98% -900 Timeline AVDV 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: 92,487 shares; 2024Q4: 91,990 shares; 2025Q1: 115,118 shares; 2025Q2: 114,987 shares; 2025Q3: 112,892 shares; 2025Q4: 103,431 shares; 2026Q1: 95,842 shares; 2026Q2: 95,088 shares 95,088 $9.8M 4.87% -754 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: 104,832 shares; 2024Q4: 114,092 shares; 2025Q1: 117,777 shares; 2025Q2: 123,152 shares; 2025Q3: 125,163 shares; 2025Q4: 115,864 shares; 2026Q1: 117,046 shares; 2026Q2: 117,471 shares 117,471 $8.37M 4.16% +425 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 121,065 shares; 2026Q1: 157,857 shares; 2026Q2: 164,239 shares 164,239 $7.58M 3.77% +6,382 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,753 shares; 2024Q4: 184,033 shares; 2025Q1: 182,200 shares; 2025Q2: 184,435 shares; 2025Q3: 182,096 shares; 2025Q4: 176,676 shares; 2026Q1: 164,205 shares; 2026Q2: 163,605 shares 163,605 $6.84M 3.4% -600 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: 50,833 shares; 2024Q4: 51,150 shares; 2025Q1: 53,006 shares; 2025Q2: 59,036 shares; 2025Q3: 59,752 shares; 2025Q4: 55,496 shares; 2026Q1: 54,112 shares; 2026Q2: 54,198 shares 54,198 $6.76M 3.36% +86 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: 39,927 shares; 2024Q4: 41,504 shares; 2025Q1: 41,647 shares; 2025Q2: 42,404 shares; 2025Q3: 40,329 shares; 2025Q4: 39,015 shares; 2026Q1: 38,093 shares; 2026Q2: 37,752 shares 37,752 $5.97M 2.97% -341 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: 6,936 shares; 2024Q4: 6,215 shares; 2025Q1: 6,547 shares; 2025Q2: 6,701 shares; 2025Q3: 6,651 shares; 2025Q4: 6,070 shares; 2026Q1: 6,345 shares; 2026Q2: 6,178 shares 6,178 $4.63M 2.3% -167 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: 49,801 shares; 2024Q4: 50,634 shares; 2025Q1: 49,673 shares; 2025Q2: 50,498 shares; 2025Q3: 50,029 shares; 2025Q4: 49,050 shares; 2026Q1: 48,792 shares; 2026Q2: 47,124 shares 47,124 $4.55M 2.26% -1,668 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: 47,418 shares; 2024Q4: 49,373 shares; 2025Q1: 53,401 shares; 2025Q2: 58,221 shares; 2025Q3: 59,500 shares; 2025Q4: 56,001 shares; 2026Q1: 56,019 shares; 2026Q2: 51,974 shares 51,974 $4.31M 2.14% -4,045 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: 19,091 shares; 2024Q4: 18,803 shares; 2025Q1: 18,836 shares; 2025Q2: 18,730 shares; 2025Q3: 18,087 shares; 2025Q4: 18,089 shares; 2026Q1: 17,928 shares; 2026Q2: 17,997 shares 17,997 $4.26M 2.12% +69 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: 26,957 shares; 2024Q4: 28,352 shares; 2025Q1: 29,782 shares; 2025Q2: 31,131 shares; 2025Q3: 32,648 shares; 2025Q4: 28,605 shares; 2026Q1: 28,041 shares; 2026Q2: 28,403 shares 28,403 $4.21M 2.09% +362 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,691 shares; 2025Q1: 17,167 shares; 2025Q2: 19,657 shares; 2025Q3: 19,857 shares; 2025Q4: 17,916 shares; 2026Q1: 19,554 shares; 2026Q2: 21,549 shares 21,549 $3.32M 1.65% +1,995 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: 33,847 shares; 2024Q4: 35,692 shares; 2025Q1: 36,372 shares; 2025Q2: 36,687 shares; 2025Q3: 36,957 shares; 2025Q4: 34,938 shares; 2026Q1: 33,227 shares; 2026Q2: 33,310 shares 33,310 $3.27M 1.63% +83 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 70 shares; 2025Q3: 8,340 shares; 2025Q4: 24,487 shares; 2026Q1: 36,671 shares; 2026Q2: 38,351 shares 38,351 $3.03M 1.51% +1,680 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: 16,184 shares; 2024Q4: 16,066 shares; 2025Q1: 15,900 shares; 2025Q2: 15,599 shares; 2025Q3: 15,312 shares; 2025Q4: 13,042 shares; 2026Q1: 11,521 shares; 2026Q2: 11,471 shares 11,471 $2.91M 1.45% -50 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: 35,985 shares; 2024Q4: 38,595 shares; 2025Q1: 42,060 shares; 2025Q2: 47,445 shares; 2025Q3: 48,740 shares; 2025Q4: 39,777 shares; 2026Q1: 37,339 shares; 2026Q2: 37,596 shares 37,596 $2.9M 1.44% +257 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: 26,501 shares; 2024Q4: 42,679 shares; 2025Q1: 43,317 shares; 2025Q2: 44,033 shares; 2025Q3: 46,424 shares; 2025Q4: 47,487 shares; 2026Q1: 50,971 shares; 2026Q2: 50,481 shares 50,481 $2.85M 1.42% -490 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,614 shares; 2024Q4: 25,174 shares; 2025Q1: 25,074 shares; 2025Q2: 24,834 shares; 2025Q3: 24,079 shares; 2025Q4: 22,839 shares; 2026Q1: 22,629 shares; 2026Q2: 22,399 shares 22,399 $2.83M 1.41% -230 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: 29,062 shares; 2024Q4: 26,206 shares; 2025Q1: 25,708 shares; 2025Q2: 28,975 shares; 2025Q3: 28,136 shares; 2025Q4: 22,194 shares; 2026Q1: 27,425 shares; 2026Q2: 24,419 shares 24,419 $2.77M 1.38% -3,006 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,119 shares; 2026Q1: 48,505 shares; 2026Q2: 50,853 shares 50,853 $2.7M 1.35% +2,348 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: 12,309 shares; 2024Q4: 11,899 shares; 2025Q1: 12,599 shares; 2025Q2: 12,856 shares; 2025Q3: 12,751 shares; 2025Q4: 11,356 shares; 2026Q1: 12,357 shares; 2026Q2: 12,539 shares 12,539 $2.67M 1.33% +182 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: 9,150 shares; 2024Q4: 9,100 shares; 2025Q1: 8,493 shares; 2025Q2: 8,587 shares; 2025Q3: 8,123 shares; 2025Q4: 7,765 shares; 2026Q1: 7,056 shares; 2026Q2: 6,944 shares 6,944 $2.59M 1.29% -112 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: 2,293 shares; 2024Q4: 2,293 shares; 2025Q1: 2,293 shares; 2025Q2: 2,219 shares; 2025Q3: 2,219 shares; 2025Q4: 2,039 shares; 2026Q1: 6,082 shares; 2026Q2: 6,082 shares 6,082 $2.53M 1.26% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,912 shares; 2024Q4: 23,723 shares; 2025Q1: 22,699 shares; 2025Q2: 20,889 shares; 2025Q3: 20,889 shares; 2025Q4: 19,537 shares; 2026Q1: 18,739 shares; 2026Q2: 18,391 shares 18,391 $2.51M 1.25% -348 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,061 shares; 2024Q4: 3,443 shares; 2025Q1: 3,367 shares; 2025Q2: 3,367 shares; 2025Q3: 3,357 shares; 2025Q4: 3,337 shares; 2026Q1: 3,312 shares; 2026Q2: 3,312 shares 3,312 $2.47M 1.23% 0 Timeline EQWL 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: 16,199 shares; 2024Q4: 17,534 shares; 2025Q1: 19,184 shares; 2025Q2: 19,574 shares; 2025Q3: 19,841 shares; 2025Q4: 17,319 shares; 2026Q1: 17,866 shares; 2026Q2: 18,232 shares 18,232 $2.35M 1.17% +366 Timeline AVES 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: 24,900 shares; 2024Q4: 28,685 shares; 2025Q1: 30,512 shares; 2025Q2: 33,612 shares; 2025Q3: 34,563 shares; 2025Q4: 32,880 shares; 2026Q1: 32,922 shares; 2026Q2: 32,902 shares 32,902 $2.16M 1.07% -20 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: 10,133 shares; 2024Q4: 9,857 shares; 2025Q1: 8,614 shares; 2025Q2: 8,246 shares; 2025Q3: 7,477 shares; 2025Q4: 7,262 shares; 2026Q1: 6,702 shares; 2026Q2: 6,547 shares 6,547 $2.14M 1.07% -155 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: 18,042 shares; 2024Q4: 19,469 shares; 2025Q1: 19,734 shares; 2025Q2: 19,894 shares; 2025Q3: 19,739 shares; 2025Q4: 19,358 shares; 2026Q1: 21,025 shares; 2026Q2: 22,110 shares 22,110 $2.06M 1.03% +1,085 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,235 shares; 2024Q4: 43,780 shares; 2025Q1: 45,585 shares; 2025Q2: 49,145 shares; 2025Q3: 50,125 shares; 2025Q4: 51,713 shares; 2026Q1: 53,874 shares; 2026Q2: 55,309 shares 55,309 $2.02M 1% +1,435 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,668 shares; 2024Q4: 8,663 shares; 2025Q1: 8,658 shares; 2025Q2: 8,578 shares; 2025Q3: 8,523 shares; 2025Q4: 8,523 shares; 2026Q1: 8,395 shares; 2026Q2: 8,395 shares 8,395 $1.85M 0.92% 0 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: 13,240 shares; 2024Q4: 13,060 shares; 2025Q1: 13,073 shares; 2025Q2: 13,513 shares; 2025Q3: 13,301 shares; 2025Q4: 12,501 shares; 2026Q1: 11,249 shares; 2026Q2: 10,789 shares 10,789 $1.79M 0.89% -460 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: 14,563 shares; 2024Q4: 13,588 shares; 2025Q1: 13,344 shares; 2025Q2: 12,923 shares; 2025Q3: 12,923 shares; 2025Q4: 11,417 shares; 2026Q1: 11,417 shares; 2026Q2: 11,317 shares 11,317 $1.66M 0.83% -100 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,554 shares; 2024Q4: 7,554 shares; 2025Q1: 7,196 shares; 2025Q2: 7,103 shares; 2025Q3: 7,103 shares; 2025Q4: 6,359 shares; 2026Q1: 6,259 shares; 2026Q2: 6,134 shares 6,134 $1.66M 0.82% -125 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: 9,878 shares; 2024Q4: 8,711 shares; 2025Q1: 7,687 shares; 2025Q2: 7,687 shares; 2025Q3: 7,587 shares; 2025Q4: 6,665 shares; 2026Q1: 6,565 shares; 2026Q2: 6,055 shares 6,055 $1.55M 0.77% -510 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,554 shares; 2024Q4: 8,144 shares; 2025Q1: 9,389 shares; 2025Q2: 11,141 shares; 2025Q3: 12,327 shares; 2025Q4: 10,669 shares; 2026Q1: 8,834 shares; 2026Q2: 8,839 shares 8,839 $1.31M 0.65% +5 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: 5,253 shares; 2024Q4: 4,885 shares; 2025Q1: 4,885 shares; 2025Q2: 4,885 shares; 2025Q3: 4,785 shares; 2025Q4: 4,182 shares; 2026Q1: 3,957 shares; 2026Q2: 3,832 shares 3,832 $1.21M 0.6% -125 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: 2,138 shares; 2024Q4: 2,180 shares; 2025Q1: 2,343 shares; 2025Q2: 2,390 shares; 2025Q3: 2,378 shares; 2025Q4: 2,425 shares; 2026Q1: 2,413 shares; 2026Q2: 2,398 shares 2,398 $1.2M 0.6% -15 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,887 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,815 shares; 2026Q1: 2,815 shares; 2026Q2: 2,815 shares 2,815 $1.2M 0.6% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,595 shares; 2024Q4: 11,214 shares; 2025Q1: 9,913 shares; 2025Q2: 9,913 shares; 2025Q3: 10,098 shares; 2025Q4: 9,599 shares; 2026Q1: 8,902 shares; 2026Q2: 8,877 shares 8,877 $1.14M 0.57% -25 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: 1,877 shares; 2024Q4: 1,877 shares; 2025Q1: not reported; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares; 2026Q1: 1,877 shares; 2026Q2: 1,877 shares 1,877 $1.09M 0.54% 0 Timeline ONEY 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: 5,183 shares; 2024Q4: 10,636 shares; 2025Q1: 10,794 shares; 2025Q2: 11,058 shares; 2025Q3: 9,999 shares; 2025Q4: 8,955 shares; 2026Q1: 8,238 shares; 2026Q2: 8,395 shares 8,395 $1.08M 0.53% +157 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,205 shares; 2024Q4: 18,810 shares; 2025Q1: 20,080 shares; 2025Q2: 21,895 shares; 2025Q3: 22,440 shares; 2025Q4: 22,788 shares; 2026Q1: 22,560 shares; 2026Q2: 22,913 shares 22,913 $1.04M 0.52% +353 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: 6,174 shares; 2024Q4: 6,174 shares; 2025Q1: 6,002 shares; 2025Q2: 5,944 shares; 2025Q3: 5,944 shares; 2025Q4: 5,411 shares; 2026Q1: 5,290 shares; 2026Q2: 5,175 shares 5,175 $982K 0.49% -115 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: 2,430 shares; 2024Q4: 2,680 shares; 2025Q1: 3,075 shares; 2025Q2: 3,175 shares; 2025Q3: 3,165 shares; 2025Q4: 3,058 shares; 2026Q1: 2,908 shares; 2026Q2: 2,728 shares 2,728 $975K 0.48% -180 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,236 shares; 2024Q4: 2,243 shares; 2025Q1: 2,523 shares; 2025Q2: 2,778 shares; 2025Q3: 2,788 shares; 2025Q4: 2,903 shares; 2026Q1: 2,633 shares; 2026Q2: 2,643 shares 2,643 $957K 0.48% +10 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,734 shares; 2024Q4: 11,465 shares; 2025Q1: 11,465 shares; 2025Q2: 10,376 shares; 2025Q3: 10,376 shares; 2025Q4: 10,075 shares; 2026Q1: 9,296 shares; 2026Q2: 9,136 shares 9,136 $950K 0.47% -160 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,037 shares; 2024Q4: 4,037 shares; 2025Q1: 3,927 shares; 2025Q2: 4,423 shares; 2025Q3: 4,423 shares; 2025Q4: 4,365 shares; 2026Q1: 3,751 shares; 2026Q2: 3,751 shares 3,751 $944K 0.47% 0 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: 10,721 shares; 2024Q4: 10,095 shares; 2025Q1: 9,142 shares; 2025Q2: 9,322 shares; 2025Q3: 8,896 shares; 2025Q4: 7,940 shares; 2026Q1: 7,920 shares; 2026Q2: 7,399 shares 7,399 $869K 0.43% -521 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: 3,780 shares; 2024Q4: 3,780 shares; 2025Q1: 3,780 shares; 2025Q2: 3,780 shares; 2025Q3: 3,780 shares; 2025Q4: 3,580 shares; 2026Q1: 3,620 shares; 2026Q2: 3,620 shares 3,620 $863K 0.43% 0 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: 7,381 shares; 2024Q4: 7,319 shares; 2025Q1: 6,749 shares; 2025Q2: 6,749 shares; 2025Q3: 6,719 shares; 2025Q4: 6,487 shares; 2026Q1: 6,361 shares; 2026Q2: 6,261 shares 6,261 $848K 0.42% -100 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: 16,300 shares; 2024Q4: 15,150 shares; 2025Q1: 15,000 shares; 2025Q2: 14,260 shares; 2025Q3: 13,780 shares; 2025Q4: 12,563 shares; 2026Q1: 11,735 shares; 2026Q2: 11,568 shares 11,568 $832K 0.41% -167 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: 2,808 shares; 2024Q4: 2,808 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,508 shares; 2025Q4: 2,508 shares; 2026Q1: 2,493 shares; 2026Q2: 2,393 shares 2,393 $809K 0.4% -100 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,560 shares; 2024Q4: 6,823 shares; 2025Q1: 6,615 shares; 2025Q2: 10,327 shares; 2025Q3: 11,754 shares; 2025Q4: 8,989 shares; 2026Q1: 9,691 shares; 2026Q2: 9,364 shares 9,364 $809K 0.4% -327 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: 2,440 shares; 2024Q4: 2,590 shares; 2025Q1: 2,410 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,210 shares; 2026Q1: 2,181 shares; 2026Q2: 2,181 shares 2,181 $769K 0.38% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.37% 0 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: 3,184 shares; 2024Q4: 3,184 shares; 2025Q1: 3,184 shares; 2025Q2: 3,184 shares; 2025Q3: 3,184 shares; 2025Q4: 3,184 shares; 2026Q1: 3,164 shares; 2026Q2: 3,084 shares 3,084 $687K 0.34% -80 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,409 shares; 2024Q4: 7,409 shares; 2025Q1: 7,409 shares; 2025Q2: 7,653 shares; 2025Q3: 7,461 shares; 2025Q4: 7,241 shares; 2026Q1: 7,241 shares; 2026Q2: 6,991 shares 6,991 $673K 0.33% -250 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,070 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 2,060 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares 1,950 $669K 0.33% 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: 1,490 shares; 2024Q4: 1,830 shares; 2025Q1: 3,190 shares; 2025Q2: 4,870 shares; 2025Q3: 4,860 shares; 2025Q4: 5,000 shares; 2026Q1: 5,030 shares; 2026Q2: 5,530 shares 5,530 $637K 0.32% +500 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,782 shares; 2024Q4: 14,009 shares; 2025Q1: 13,808 shares; 2025Q2: 13,240 shares; 2025Q3: 12,541 shares; 2025Q4: 7,857 shares; 2026Q1: 7,782 shares; 2026Q2: 7,732 shares 7,732 $628K 0.31% -50 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 600 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $618K 0.31% 0 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: 1,890 shares; 2024Q4: 1,890 shares; 2025Q1: 1,890 shares; 2025Q2: 1,890 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares; 2026Q2: 1,710 shares 1,710 $604K 0.3% -100 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: 4,124 shares; 2024Q4: 3,724 shares; 2025Q1: 3,724 shares; 2025Q2: 3,724 shares; 2025Q3: 3,434 shares; 2025Q4: 2,534 shares; 2026Q1: 2,334 shares; 2026Q2: 2,334 shares 2,334 $597K 0.3% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares; 2025Q2: 3,014 shares; 2025Q3: 3,014 shares; 2025Q4: 3,014 shares; 2026Q1: 3,014 shares; 2026Q2: 3,014 shares 3,014 $574K 0.29% 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: 2,190 shares; 2024Q4: 2,310 shares; 2025Q1: 3,010 shares; 2025Q2: 3,430 shares; 2025Q3: 3,460 shares; 2025Q4: 3,450 shares; 2026Q1: 3,490 shares; 2026Q2: 3,525 shares 3,525 $552K 0.27% +35 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: 5,257 shares; 2024Q4: 5,217 shares; 2025Q1: 4,770 shares; 2025Q2: 4,665 shares; 2025Q3: 4,565 shares; 2025Q4: 3,668 shares; 2026Q1: 3,293 shares; 2026Q2: 3,041 shares 3,041 $550K 0.27% -252 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: not reported; 2025Q2: 5,960 shares; 2025Q3: 8,030 shares; 2025Q4: 13,672 shares; 2026Q1: 14,722 shares; 2026Q2: 16,822 shares 16,822 $516K 0.26% +2,100 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: 1,236 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,131 shares; 2025Q3: 1,111 shares; 2025Q4: 573 shares; 2026Q1: 464 shares; 2026Q2: 454 shares 454 $483K 0.24% -10 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,230 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 1,292 shares; 2026Q1: 1,292 shares; 2026Q2: 1,292 shares 1,292 $483K 0.24% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,196 shares; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 1,786 shares; 2025Q3: 1,786 shares; 2025Q4: 1,686 shares; 2026Q1: 1,666 shares; 2026Q2: 1,666 shares 1,666 $468K 0.23% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 1,940 shares; 2025Q1: not reported; 2025Q2: 12,800 shares; 2025Q3: 20,900 shares; 2025Q4: 22,670 shares; 2026Q1: 22,780 shares; 2026Q2: 22,780 shares 22,780 $452K 0.22% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,042 shares; 2025Q3: 1,938 shares; 2025Q4: 1,938 shares; 2026Q1: 1,731 shares; 2026Q2: 2,201 shares 2,201 $442K 0.22% +470 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: 1,297 shares; 2024Q4: 1,397 shares; 2025Q1: 1,297 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 687 shares; 2026Q1: 687 shares; 2026Q2: 687 shares 687 $436K 0.22% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,090 shares; 2024Q4: 4,090 shares; 2025Q1: 4,090 shares; 2025Q2: 4,090 shares; 2025Q3: 3,845 shares; 2025Q4: 3,845 shares; 2026Q1: 3,845 shares; 2026Q2: 3,845 shares 3,845 $428K 0.21% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,148 shares; 2024Q4: 3,148 shares; 2025Q1: 3,148 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 2,498 shares; 2026Q1: 2,508 shares; 2026Q2: 2,508 shares 2,508 $424K 0.21% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,140 shares; 2025Q3: 1,090 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $424K 0.21% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,112 shares; 2024Q4: 2,082 shares; 2025Q1: 2,082 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,828 shares; 2026Q1: 1,474 shares; 2026Q2: 1,474 shares 1,474 $406K 0.2% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,470 shares; 2025Q3: 2,490 shares; 2025Q4: 4,485 shares; 2026Q1: 4,485 shares; 2026Q2: 4,820 shares 4,820 $397K 0.2% +335 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,826 shares; 2025Q1: 1,791 shares; 2025Q2: 1,748 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares; 2026Q2: 1,688 shares 1,688 $378K 0.19% 0 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: 5,126 shares; 2024Q4: 4,566 shares; 2025Q1: 4,536 shares; 2025Q2: 4,536 shares; 2025Q3: 3,111 shares; 2025Q4: 2,970 shares; 2026Q1: 2,607 shares; 2026Q2: 2,562 shares 2,562 $375K 0.19% -45 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: 556 shares; 2024Q4: 556 shares; 2025Q1: not reported; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 318 shares 318 $374K 0.19% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,733 shares; 2026Q1: 1,613 shares; 2026Q2: 980 shares 980 $363K 0.18% -633 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,100 shares; 2024Q4: 4,564 shares; 2025Q1: 4,364 shares; 2025Q2: 4,364 shares; 2025Q3: 4,364 shares; 2025Q4: 3,700 shares; 2026Q1: 4,082 shares; 2026Q2: 4,082 shares 4,082 $355K 0.18% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,775 shares; 2024Q4: 3,507 shares; 2025Q1: 3,507 shares; 2025Q2: 3,507 shares; 2025Q3: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 3,507 shares; 2026Q2: 3,422 shares 3,422 $350K 0.17% -85 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: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $339K 0.17% 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: 2,529 shares; 2024Q4: 2,529 shares; 2025Q1: 2,529 shares; 2025Q2: 2,529 shares; 2025Q3: 2,529 shares; 2025Q4: 2,529 shares; 2026Q1: 2,529 shares; 2026Q2: 2,529 shares 2,529 $330K 0.16% 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: 2,814 shares; 2024Q4: 2,804 shares; 2025Q1: 2,804 shares; 2025Q2: 2,624 shares; 2025Q3: 2,624 shares; 2025Q4: 2,624 shares; 2026Q1: 2,624 shares; 2026Q2: 2,624 shares 2,624 $327K 0.16% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,625 shares 6,625 $325K 0.16% +425 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: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 440 shares 440 $324K 0.16% -40 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: 645 shares; 2024Q4: 645 shares; 2025Q1: 641 shares; 2025Q2: 508 shares; 2025Q3: 467 shares; 2025Q4: 592 shares; 2026Q1: 529 shares; 2026Q2: 336 shares 336 $314K 0.16% -193 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: 2,726 shares; 2024Q4: 2,926 shares; 2025Q1: 2,726 shares; 2025Q2: 2,726 shares; 2025Q3: 2,726 shares; 2025Q4: 2,226 shares; 2026Q1: 2,166 shares; 2026Q2: 2,166 shares 2,166 $310K 0.15% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,925 shares; 2024Q4: 4,925 shares; 2025Q1: 4,925 shares; 2025Q2: 4,585 shares; 2025Q3: 4,472 shares; 2025Q4: 4,033 shares; 2026Q1: 3,723 shares; 2026Q2: 3,723 shares 3,723 $308K 0.15% 0 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: 1,990 shares; 2024Q4: 1,960 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,725 shares; 2026Q1: 1,505 shares; 2026Q2: 1,505 shares 1,505 $301K 0.15% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,657 shares; 2024Q4: 2,492 shares; 2025Q1: 2,428 shares; 2025Q2: 3,228 shares; 2025Q3: 3,083 shares; 2025Q4: 2,363 shares; 2026Q1: 2,569 shares; 2026Q2: 2,724 shares 2,724 $293K 0.15% +155 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,820 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,695 shares; 2026Q2: 2,695 shares 2,695 $288K 0.14% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,798 shares; 2024Q4: 7,798 shares; 2025Q1: 7,798 shares; 2025Q2: 7,798 shares; 2025Q3: 3,188 shares; 2025Q4: 3,188 shares; 2026Q1: 5,012 shares; 2026Q2: 5,012 shares 5,012 $286K 0.14% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: 2,411 shares; 2025Q1: 2,279 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 1,779 shares; 2026Q1: 1,779 shares; 2026Q2: 1,779 shares 1,779 $278K 0.14% 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: 3,559 shares; 2024Q4: 3,514 shares; 2025Q1: 3,370 shares; 2025Q2: 3,370 shares; 2025Q3: 3,370 shares; 2025Q4: 3,370 shares; 2026Q1: 3,370 shares; 2026Q2: 3,370 shares 3,370 $271K 0.13% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,340 shares; 2024Q4: 4,070 shares; 2025Q1: not reported; 2025Q2: 7,840 shares; 2025Q3: 8,640 shares; 2025Q4: 9,840 shares; 2026Q1: 9,690 shares; 2026Q2: 7,780 shares 7,780 $264K 0.13% -1,910 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: 2,605 shares; 2024Q4: 2,605 shares; 2025Q1: 2,580 shares; 2025Q2: 2,255 shares; 2025Q3: 2,175 shares; 2025Q4: 2,175 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $259K 0.13% 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: 5,034 shares; 2024Q4: 5,034 shares; 2025Q1: 5,034 shares; 2025Q2: 5,034 shares; 2025Q3: 5,034 shares; 2025Q4: 4,414 shares; 2026Q1: 4,414 shares; 2026Q2: 4,414 shares 4,414 $255K 0.13% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,830 shares; 2024Q4: 6,657 shares; 2025Q1: 6,657 shares; 2025Q2: 7,267 shares; 2025Q3: 7,267 shares; 2025Q4: 5,057 shares; 2026Q1: 5,057 shares; 2026Q2: 4,427 shares 4,427 $255K 0.13% -630 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: 6,151 shares; 2024Q4: 5,910 shares; 2025Q1: 5,910 shares; 2025Q2: 6,821 shares; 2025Q3: 6,821 shares; 2025Q4: 5,995 shares; 2026Q1: 5,995 shares; 2026Q2: 5,995 shares 5,995 $254K 0.13% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 865 shares; 2024Q4: 865 shares; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares; 2026Q2: 865 shares 865 $245K 0.12% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,122 shares; 2024Q4: 13,122 shares; 2025Q1: 13,554 shares; 2025Q2: 14,185 shares; 2025Q3: 13,785 shares; 2025Q4: 11,692 shares; 2026Q1: 11,692 shares; 2026Q2: 11,692 shares 11,692 $242K 0.12% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,142 shares; 2024Q4: 2,142 shares; 2025Q1: 2,142 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 2,538 shares; 2026Q1: 2,538 shares; 2026Q2: 2,538 shares 2,538 $230K 0.11% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,826 shares; 2024Q4: 4,785 shares; 2025Q1: 4,785 shares; 2025Q2: 4,785 shares; 2025Q3: 4,723 shares; 2025Q4: 4,723 shares; 2026Q1: 4,723 shares; 2026Q2: 4,723 shares 4,723 $226K 0.11% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,963 shares; 2024Q4: 1,963 shares; 2025Q1: 2,035 shares; 2025Q2: 1,963 shares; 2025Q3: 1,963 shares; 2025Q4: 942 shares; 2026Q1: 896 shares; 2026Q2: 796 shares 796 $217K 0.11% -100 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: 680 shares; 2024Q4: 680 shares; 2025Q1: 806 shares; 2025Q2: 780 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $214K 0.11% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,277 shares; 2025Q1: 1,277 shares; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 708 shares 708 $211K 0.1% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,297 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares 2,450 $207K 0.1% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,133 shares; 2024Q4: 6,723 shares; 2025Q1: 5,760 shares; 2025Q2: 6,190 shares; 2025Q3: 6,190 shares; 2025Q4: 6,190 shares; 2026Q1: 6,190 shares; 2026Q2: 5,015 shares 5,015 $206K 0.1% -1,175 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: 675 shares; 2024Q4: 599 shares; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 599 shares; 2026Q2: 599 shares 599 $204K 0.1% 0 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $196K 0.1% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277 shares; 2024Q4: 1,277 shares; 2025Q1: not reported; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares; 2026Q2: 1,127 shares 1,127 $196K 0.1% 0 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: 250 shares; 2024Q4: 2,284 shares; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares; 2026Q1: 2,034 shares; 2026Q2: 2,034 shares 2,034 $194K 0.1% 0 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: 370 shares; 2024Q4: 370 shares; 2025Q1: not reported; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $193K 0.1% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 749 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $193K 0.1% 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: 2,630 shares; 2024Q4: 2,630 shares; 2025Q1: not reported; 2025Q2: 2,430 shares; 2025Q3: 2,430 shares; 2025Q4: 2,430 shares; 2026Q1: 2,255 shares; 2026Q2: 2,255 shares 2,255 $193K 0.1% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,062 shares; 2024Q4: 4,062 shares; 2025Q1: not reported; 2025Q2: 4,062 shares; 2025Q3: 3,966 shares; 2025Q4: 3,466 shares; 2026Q1: 3,466 shares; 2026Q2: 3,466 shares 3,466 $188K 0.09% 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: 626 shares; 2024Q4: 626 shares; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 626 shares; 2026Q2: 626 shares 626 $181K 0.09% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 630 shares; 2026Q1: 880 shares; 2026Q2: 1,420 shares 1,420 $178K 0.09% +540 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,957 shares; 2024Q4: 4,957 shares; 2025Q1: not reported; 2025Q2: 4,957 shares; 2025Q3: 4,957 shares; 2025Q4: 3,457 shares; 2026Q1: 3,457 shares; 2026Q2: 3,457 shares 3,457 $178K 0.09% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,115 shares; 2024Q4: 4,165 shares; 2025Q1: not reported; 2025Q2: 3,411 shares; 2025Q3: 3,411 shares; 2025Q4: 3,411 shares; 2026Q1: 3,411 shares; 2026Q2: 3,411 shares 3,411 $177K 0.09% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares; 2026Q2: 1,053 shares 1,053 $172K 0.09% -30 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: 371 shares; 2024Q4: 877 shares; 2025Q1: not reported; 2025Q2: 877 shares; 2025Q3: 812 shares; 2025Q4: 854 shares; 2026Q1: 709 shares; 2026Q2: 694 shares 694 $168K 0.08% -15 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: not reported; 2024Q4: 488 shares; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 520 shares; 2026Q1: 520 shares; 2026Q2: 553 shares 553 $166K 0.08% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 650 shares 650 $164K 0.08% -150 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802 shares; 2024Q4: 802 shares; 2025Q1: not reported; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 802 shares; 2026Q2: 802 shares 802 $160K 0.08% 0 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 1,420 shares; 2025Q3: 2,250 shares; 2025Q4: 2,220 shares; 2026Q1: 2,195 shares; 2026Q2: 2,195 shares 2,195 $160K 0.08% 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: 750 shares; 2024Q4: 750 shares; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $160K 0.08% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,320 shares; 2024Q4: 4,320 shares; 2025Q1: not reported; 2025Q2: 4,320 shares; 2025Q3: 4,320 shares; 2025Q4: 4,320 shares; 2026Q1: 4,320 shares; 2026Q2: 4,320 shares 4,320 $159K 0.08% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $156K 0.08% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,136 shares; 2024Q4: 2,136 shares; 2025Q1: not reported; 2025Q2: 2,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,136 shares; 2026Q1: 2,054 shares; 2026Q2: 2,054 shares 2,054 $153K 0.08% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 1,010 shares; 2025Q1: not reported; 2025Q2: 5,060 shares; 2025Q3: 6,485 shares; 2025Q4: 5,610 shares; 2026Q1: 4,065 shares; 2026Q2: 3,840 shares 3,840 $152K 0.08% -225 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: 7,734 shares; 2024Q4: 7,734 shares; 2025Q1: not reported; 2025Q2: 5,816 shares; 2025Q3: 3,680 shares; 2025Q4: 3,680 shares; 2026Q1: 3,380 shares; 2026Q2: 3,380 shares 3,380 $150K 0.07% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,320 shares; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $145K 0.07% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 617 shares; 2025Q4: 607 shares; 2026Q1: 712 shares; 2026Q2: 772 shares 772 $143K 0.07% +60 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: 880 shares; 2024Q4: 880 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $140K 0.07% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: 540 shares; 2025Q3: 640 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares; 2026Q2: 1,035 shares 1,035 $134K 0.07% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: 956 shares; 2025Q1: not reported; 2025Q2: 1,292 shares; 2025Q3: 956 shares; 2025Q4: 2,249 shares; 2026Q1: 1,742 shares; 2026Q2: 956 shares 956 $131K 0.07% -786 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: 1,606 shares; 2024Q4: 1,400 shares; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,178 shares 1,178 $129K 0.06% -172 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: 168 shares; 2024Q4: 168 shares; 2025Q1: not reported; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 146 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $127K 0.06% 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: 580 shares; 2024Q4: 580 shares; 2025Q1: not reported; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $125K 0.06% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 253 shares; 2026Q1: 250 shares; 2026Q2: 1,000 shares 1,000 $124K 0.06% +750 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,060 shares; 2026Q2: 3,060 shares 3,060 $122K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 750 shares 750 $122K 0.06% +115 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $122K 0.06% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 70 shares; 2025Q4: 505 shares; 2026Q1: 1,125 shares; 2026Q2: 1,275 shares 1,275 $121K 0.06% +150 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,689 shares; 2024Q4: 5,689 shares; 2025Q1: not reported; 2025Q2: 5,255 shares; 2025Q3: 5,255 shares; 2025Q4: 5,255 shares; 2026Q1: 5,255 shares; 2026Q2: 5,255 shares 5,255 $117K 0.06% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $116K 0.06% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,410 shares; 2026Q2: 1,410 shares 1,410 $115K 0.06% 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: 40 shares; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 221 shares; 2026Q2: 225 shares 225 $115K 0.06% +4 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $113K 0.06% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: not reported; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $111K 0.06% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,892 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $109K 0.05% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,059 shares; 2024Q4: 903 shares; 2025Q1: not reported; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 903 shares; 2026Q2: 903 shares 903 $108K 0.05% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815 shares; 2024Q4: 815 shares; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 815 shares 815 $107K 0.05% 0 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,885 shares; 2024Q4: 13,016 shares; 2025Q1: 12,111 shares; 2025Q2: 12,111 shares; 2025Q3: 11,885 shares; 2025Q4: 11,659 shares; 2026Q1: 11,659 shares; 2026Q2: 12,159 shares 12,159 $103K 0.05% +500 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: not reported; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 483 shares; 2026Q2: 483 shares 483 $103K 0.05% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,180 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,795 shares; 2026Q2: 1,795 shares 1,795 $103K 0.05% 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: 7,305 shares; 2024Q4: 7,005 shares; 2025Q1: not reported; 2025Q2: 7,005 shares; 2025Q3: 7,005 shares; 2025Q4: 7,105 shares; 2026Q1: 7,105 shares; 2026Q2: 7,105 shares 7,105 $98.8K 0.05% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 803 shares; 2024Q4: 520 shares; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $96.4K 0.05% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 779 shares; 2024Q4: 779 shares; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 779 shares; 2026Q1: 779 shares; 2026Q2: 779 shares 779 $92.1K 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,434 shares; 2024Q4: 8,534 shares; 2025Q1: not reported; 2025Q2: 5,997 shares; 2025Q3: 5,997 shares; 2025Q4: 4,497 shares; 2026Q1: 3,811 shares; 2026Q2: 3,811 shares 3,811 $91.8K 0.05% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,282 shares; 2024Q4: 1,460 shares; 2025Q1: not reported; 2025Q2: 1,452 shares; 2025Q3: 1,260 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares; 2026Q2: 1,160 shares 1,160 $90.7K 0.05% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 205 shares; 2025Q1: not reported; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 145 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $89.4K 0.04% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 117 shares 117 $88.4K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 42 shares 42 $87.4K 0.04% +3 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: not reported; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $85.6K 0.04% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,255 shares; 2024Q4: 3,255 shares; 2025Q1: not reported; 2025Q2: 3,255 shares; 2025Q3: 3,255 shares; 2025Q4: 3,255 shares; 2026Q1: 3,255 shares; 2026Q2: 3,255 shares 3,255 $82.5K 0.04% 0 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 605 shares 605 $81.1K 0.04% -125 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: 355 shares; 2024Q4: 355 shares; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares; 2026Q2: 355 shares 355 $80.6K 0.04% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares 1,430 $80.4K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $77.7K 0.04% 0 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: 137 shares; 2024Q4: 137 shares; 2025Q1: not reported; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $77.2K 0.04% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 865 shares; 2024Q4: 865 shares; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares; 2026Q2: 865 shares 865 $76.7K 0.04% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,599 shares; 2026Q2: 6,599 shares 6,599 $76.5K 0.04% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 942 shares; 2024Q4: 865 shares; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $76.5K 0.04% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,239 shares; 2024Q4: 7,239 shares; 2025Q1: 7,239 shares; 2025Q2: 6,659 shares; 2025Q3: 6,369 shares; 2025Q4: 3,090 shares; 2026Q1: 3,090 shares; 2026Q2: 3,090 shares 3,090 $74K 0.04% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: not reported; 2025Q2: 160 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 840 shares 840 $72.4K 0.04% +700 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: 182 shares; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 862 shares; 2026Q2: 782 shares 782 $72.2K 0.04% -80 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: 243 shares; 2024Q4: 243 shares; 2025Q1: not reported; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 149 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $70.3K 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: 2,247 shares; 2024Q4: 1,697 shares; 2025Q1: not reported; 2025Q2: 2,197 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $69.8K 0.03% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: not reported; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $68.5K 0.03% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 98 shares 98 $67.3K 0.03% +49 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares; 2026Q2: 1,080 shares 1,080 $66.9K 0.03% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $66.6K 0.03% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: 4,031 shares; 2025Q1: not reported; 2025Q2: 4,279 shares; 2025Q3: 4,049 shares; 2025Q4: 3,098 shares; 2026Q1: 3,098 shares; 2026Q2: 2,698 shares 2,698 $66.2K 0.03% -400 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907 shares; 2024Q4: 907 shares; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 907 shares; 2025Q4: 907 shares; 2026Q1: 907 shares; 2026Q2: 907 shares 907 $65.5K 0.03% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $64.9K 0.03% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: not reported; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 590 shares; 2026Q1: 295 shares; 2026Q2: 295 shares 295 $63.7K 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: not reported; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $61.3K 0.03% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $60.6K 0.03% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: 438 shares; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 338 shares 338 $56.9K 0.03% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $54.2K 0.03% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 160 shares; 2025Q1: not reported; 2025Q2: 440 shares; 2025Q3: 445 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 450 shares 450 $51.4K 0.03% +50 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,018 shares; 2024Q4: 1,122 shares; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 918 shares; 2026Q1: 918 shares; 2026Q2: 918 shares 918 $51K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199 shares; 2024Q4: 199 shares; 2025Q1: not reported; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 1,939 shares; 2026Q1: 489 shares; 2026Q2: 489 shares 489 $50.8K 0.03% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,173 shares; 2024Q4: 1,173 shares; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,173 shares; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares; 2026Q2: 1,173 shares 1,173 $50.6K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 874 shares; 2025Q1: not reported; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 592 shares 592 $50.1K 0.02% -128 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,285 shares; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 860 shares; 2026Q2: 800 shares 800 $49.4K 0.02% -60 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: 70 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $49.2K 0.02% 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: not reported; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $46.2K 0.02% 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: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 155 shares 155 $45K 0.02% -45 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: 463 shares; 2026Q1: 271 shares; 2026Q2: 271 shares 271 $44.3K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694 shares; 2024Q4: 689 shares; 2025Q1: not reported; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $42.1K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 309 shares 309 $41.9K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: 1,072 shares; 2025Q1: not reported; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 872 shares; 2026Q2: 872 shares 872 $40.7K 0.02% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $39.9K 0.02% 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: 381 shares; 2024Q4: 381 shares; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $39.2K 0.02% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $39.1K 0.02% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: not reported; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $38.4K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $36K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623 shares; 2024Q4: 623 shares; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 473 shares; 2026Q1: 473 shares; 2026Q2: 473 shares 473 $33.9K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,672 shares; 2024Q4: 222 shares; 2025Q1: not reported; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $33.6K 0.02% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 180 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $33.3K 0.02% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,699 shares; 2024Q4: 7,699 shares; 2025Q1: not reported; 2025Q2: 4,197 shares; 2025Q3: 4,197 shares; 2025Q4: 4,197 shares; 2026Q1: 4,197 shares; 2026Q2: 4,197 shares 4,197 $33.1K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 133 shares 133 $33K 0.02% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373 shares; 2024Q4: 373 shares; 2025Q1: not reported; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares; 2026Q2: 373 shares 373 $32.7K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872 shares; 2024Q4: 682 shares; 2025Q1: not reported; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $31.9K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 443 shares 443 $31K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,000 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $25.6K 0.01% 0 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: 182 shares; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $25.5K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,752 shares; 2024Q4: 1,752 shares; 2025Q1: not reported; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 472 shares; 2026Q1: 472 shares; 2026Q2: 472 shares 472 $24.7K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: not reported; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $23.3K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 65 shares; 2026Q2: 55 shares 55 $23.1K 0.01% -10 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $23.1K 0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 162 shares; 2026Q2: 1,620 shares 1,620 $22.9K 0.01% +1,458 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,600 shares; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $21.2K 0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $21.1K 0.01% 0 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: 29 shares; 2024Q4: 29 shares; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $21K 0.01% 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: 460 shares; 2024Q4: 460 shares; 2025Q1: not reported; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $20.9K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $19.9K 0.01% 0 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: not reported; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 658 shares; 2026Q2: 658 shares 658 $19.8K 0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $19.2K 0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 9 shares 9 $18.7K 0.01% +2 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: 628 shares; 2024Q4: 628 shares; 2025Q1: not reported; 2025Q2: 1,128 shares; 2025Q3: 1,128 shares; 2025Q4: 721 shares; 2026Q1: 721 shares; 2026Q2: 500 shares 500 $18.5K 0.01% -221 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: 600 shares; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $18.3K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $17.2K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $16.2K 0.01% 0 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,118 shares; 2024Q4: 6,118 shares; 2025Q1: not reported; 2025Q2: 3,742 shares; 2025Q3: 2,076 shares; 2025Q4: 2,076 shares; 2026Q1: 2,076 shares; 2026Q2: 2,076 shares 2,076 $15.9K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $15.5K 0.01% 0 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; 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: 780 shares 780 $14.5K 0.01% new 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: 552 shares; 2024Q4: 552 shares; 2025Q1: not reported; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 362 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $14.3K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: not reported; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $14.2K 0.01% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 937 shares; 2024Q4: 937 shares; 2025Q1: not reported; 2025Q2: 937 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 937 shares; 2026Q2: 937 shares 937 $13.9K 0.01% 0 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395 shares; 2024Q4: 395 shares; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $13.6K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 305 shares; 2025Q1: not reported; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 261 shares; 2026Q1: 261 shares; 2026Q2: 261 shares 261 $12.7K 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: 84 shares; 2024Q4: 84 shares; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $12.4K 0.01% 0 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,709 shares; 2024Q4: 16,709 shares; 2025Q1: 16,709 shares; 2025Q2: 16,709 shares; 2025Q3: 1,029 shares; 2025Q4: 1,029 shares; 2026Q1: 1,029 shares; 2026Q2: 1,029 shares 1,029 $10.9K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $10.9K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $10.8K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: not reported; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $10.3K 0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: not reported; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $9.09K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: not reported; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $8.03K <0.01% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $7.88K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615 shares; 2024Q4: 615 shares; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 615 shares 615 $7.87K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 90 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $7.78K <0.01% 0 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $7.27K <0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 116 shares 116 $6.92K <0.01% +58 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,049 shares; 2024Q4: 3,049 shares; 2025Q1: not reported; 2025Q2: 1,051 shares; 2025Q3: 651 shares; 2025Q4: 198 shares; 2026Q1: 198 shares; 2026Q2: 198 shares 198 $6.89K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $6.48K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: not reported; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 156 shares; 2026Q1: 156 shares; 2026Q2: 156 shares 156 $6.04K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $6K <0.01% 0 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: 70 shares; 2024Q4: 70 shares; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $5.67K <0.01% 0 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,524 shares; 2024Q4: 43,426 shares; 2025Q1: not reported; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $5.22K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,328 shares; 2024Q4: 2,393 shares; 2025Q1: not reported; 2025Q2: 1,817 shares; 2025Q3: 1,414 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $5.17K <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: 12 shares; 2024Q4: 12 shares; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $4.64K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $4.28K <0.01% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 806 shares; 2024Q4: 806 shares; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $4.26K <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares 27 $4.08K <0.01% new Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $3.49K <0.01% 0 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312 $3.01K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: 363 shares; 2026Q1: 339 shares; 2026Q2: 23 shares 23 $2.48K <0.01% -316 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: 318 shares; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $320 <0.01% 0 Timeline