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: 38,080 shares; 2024Q4: 39,583 shares; 2025Q1: 114,054 shares; 2025Q2: 109,409 shares; 2025Q3: 110,637 shares; 2025Q4: 113,171 shares; 2026Q1: 112,353 shares; 2026Q2: 111,804 shares 111,804 $26.6M 8% -549 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,939 shares; 2024Q4: 7,970 shares; 2025Q1: 111,177 shares; 2025Q2: 89,485 shares; 2025Q3: 91,462 shares; 2025Q4: 89,958 shares; 2026Q1: 90,387 shares; 2026Q2: 91,912 shares 91,912 $26.6M 7.98% +1,525 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: 10,310 shares; 2024Q4: 10,760 shares; 2025Q1: 118,404 shares; 2025Q2: 106,418 shares; 2025Q3: 133,184 shares; 2025Q4: 124,936 shares; 2026Q1: 122,166 shares; 2026Q2: 129,256 shares 129,256 $25.9M 7.76% +7,090 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: 30,638 shares; 2024Q4: 30,971 shares; 2025Q1: 67,122 shares; 2025Q2: 66,738 shares; 2025Q3: 66,641 shares; 2025Q4: 62,241 shares; 2026Q1: 59,162 shares; 2026Q2: 58,828 shares 58,828 $21M 6.31% -334 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,710 shares; 2024Q4: 29,560 shares; 2025Q1: 53,867 shares; 2025Q2: 53,689 shares; 2025Q3: 52,440 shares; 2025Q4: 49,134 shares; 2026Q1: 46,995 shares; 2026Q2: 46,689 shares 46,689 $16.5M 4.95% -306 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: 23,189 shares; 2024Q4: 25,890 shares; 2025Q1: 37,484 shares; 2025Q2: 37,013 shares; 2025Q3: 38,224 shares; 2025Q4: 39,724 shares; 2026Q1: 39,725 shares; 2026Q2: 39,499 shares 39,499 $14.7M 4.42% -226 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: 40,592 shares; 2024Q4: 39,833 shares; 2025Q1: 40,148 shares; 2025Q2: 39,575 shares; 2025Q3: 41,190 shares; 2025Q4: 43,524 shares; 2026Q1: 45,957 shares; 2026Q2: 48,707 shares 48,707 $12.4M 3.71% +2,750 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: 765 shares; 2024Q4: 7,453 shares; 2025Q1: 7,879 shares; 2025Q2: 9,035 shares; 2025Q3: 9,053 shares; 2025Q4: 8,643 shares; 2026Q1: 10,010 shares; 2026Q2: 10,286 shares 10,286 $12.3M 3.7% +276 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: 8,455 shares; 2024Q4: 11,129 shares; 2025Q1: 16,937 shares; 2025Q2: 17,800 shares; 2025Q3: 21,704 shares; 2025Q4: 25,088 shares; 2026Q1: 25,584 shares; 2026Q2: 25,255 shares 25,255 $8.66M 2.6% -329 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: 18,579 shares; 2024Q4: 18,913 shares; 2025Q1: 16,287 shares; 2025Q2: 13,089 shares; 2025Q3: 15,656 shares; 2025Q4: 16,219 shares; 2026Q1: 16,146 shares; 2026Q2: 16,278 shares 16,278 $8.15M 2.44% +132 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: not reported; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 39,240 shares; 2026Q2: 50,365 shares 50,365 $6.01M 1.8% +11,125 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: not reported; 2024Q4: not reported; 2025Q1: 6,399 shares; 2025Q2: 6,497 shares; 2025Q3: 6,897 shares; 2025Q4: 71,426 shares; 2026Q1: 71,918 shares; 2026Q2: 72,433 shares 72,433 $5.17M 1.55% +515 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: 4,500 shares; 2024Q4: 11,329 shares; 2025Q1: 17,815 shares; 2025Q2: 19,138 shares; 2025Q3: 21,561 shares; 2025Q4: 21,817 shares; 2026Q1: 21,668 shares; 2026Q2: 24,176 shares 24,176 $5.14M 1.54% +2,508 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,041 shares 21,041 $4.65M 1.4% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,200 shares; 2025Q2: 127,770 shares; 2025Q3: 239,110 shares; 2025Q4: 233,380 shares; 2026Q1: 248,955 shares; 2026Q2: 263,665 shares 263,665 $4.56M 1.37% +14,710 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: 3,170 shares; 2024Q4: 3,319 shares; 2025Q1: 3,533 shares; 2025Q2: 3,481 shares; 2025Q3: 3,609 shares; 2025Q4: 3,591 shares; 2026Q1: 3,687 shares; 2026Q2: 5,913 shares 5,913 $4.42M 1.33% +2,226 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: 10,807 shares; 2024Q4: 10,772 shares; 2025Q1: 13,763 shares; 2025Q2: 14,870 shares; 2025Q3: 16,712 shares; 2025Q4: 15,324 shares; 2026Q1: 11,418 shares; 2026Q2: 17,623 shares 17,623 $4.38M 1.31% +6,205 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: not reported; 2024Q4: not reported; 2025Q1: 3,325 shares; 2025Q2: 13,732 shares; 2025Q3: 13,243 shares; 2025Q4: 12,982 shares; 2026Q1: 12,528 shares; 2026Q2: 12,743 shares 12,743 $4.34M 1.3% +215 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: not reported; 2024Q4: not reported; 2025Q1: 903 shares; 2025Q2: 904 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 2,301 shares; 2026Q2: 12,819 shares 12,819 $4.34M 1.3% +10,518 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 162 shares; 2025Q1: 33,602 shares; 2025Q2: 34,402 shares; 2025Q3: 60,570 shares; 2025Q4: 65,207 shares; 2026Q1: 57,820 shares; 2026Q2: 57,845 shares 57,845 $4.17M 1.25% +25 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 200 shares; 2026Q2: 13,160 shares 13,160 $3.97M 1.19% +12,960 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,351 shares; 2024Q4: 156,202 shares; 2025Q1: 152,712 shares; 2025Q2: 151,377 shares; 2025Q3: 142,626 shares; 2025Q4: 139,988 shares; 2026Q1: 131,483 shares; 2026Q2: 115,979 shares 115,979 $3.94M 1.18% -15,504 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: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 5,264 shares; 2026Q1: 5,145 shares; 2026Q2: 5,173 shares 5,173 $3.91M 1.17% +28 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,164 shares; 2025Q2: 5,584 shares; 2025Q3: 5,631 shares; 2025Q4: 5,565 shares; 2026Q1: 5,476 shares; 2026Q2: 23,177 shares 23,177 $3.68M 1.1% +17,701 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,959 shares; 2024Q4: 120,669 shares; 2025Q1: 116,249 shares; 2025Q2: 114,097 shares; 2025Q3: 94,474 shares; 2025Q4: 93,867 shares; 2026Q1: 84,604 shares; 2026Q2: 67,952 shares 67,952 $3.23M 0.97% -16,652 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,825 shares; 2024Q4: 20,370 shares; 2025Q1: 19,190 shares; 2025Q2: 17,190 shares; 2025Q3: 20,465 shares; 2025Q4: 20,465 shares; 2026Q1: 19,030 shares; 2026Q2: 20,120 shares 20,120 $3.05M 0.91% +1,090 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,135 shares 24,135 $2.9M 0.87% new 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: 6,476 shares; 2024Q4: 6,420 shares; 2025Q1: 6,476 shares; 2025Q2: 5,335 shares; 2025Q3: 5,313 shares; 2025Q4: 7,731 shares; 2026Q1: 8,568 shares; 2026Q2: 8,700 shares 8,700 $2.85M 0.85% +132 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: 45,194 shares; 2024Q4: 45,189 shares; 2025Q1: 52,542 shares; 2025Q2: 51,921 shares; 2025Q3: 50,876 shares; 2025Q4: 50,907 shares; 2026Q1: 50,313 shares; 2026Q2: 44,781 shares 44,781 $2.59M 0.78% -5,532 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: 13,584 shares; 2024Q4: 13,015 shares; 2025Q1: 13,153 shares; 2025Q2: 16,694 shares; 2025Q3: 16,344 shares; 2025Q4: 16,652 shares; 2026Q1: 16,292 shares; 2026Q2: 14,763 shares 14,763 $2.45M 0.73% -1,529 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: 35,370 shares; 2024Q4: 26,761 shares; 2025Q1: 30,246 shares; 2025Q2: 25,181 shares; 2025Q3: 18,148 shares; 2025Q4: 17,832 shares; 2026Q1: 17,834 shares; 2026Q2: 17,141 shares 17,141 $2.32M 0.7% -693 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: 18,894 shares; 2024Q4: 18,894 shares; 2025Q1: 21,874 shares; 2025Q2: 21,700 shares; 2025Q3: 21,604 shares; 2025Q4: 21,414 shares; 2026Q1: 21,147 shares; 2026Q2: 20,388 shares 20,388 $2.31M 0.69% -759 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,389 shares; 2024Q4: 2,389 shares; 2025Q1: 11,544 shares; 2025Q2: 11,551 shares; 2025Q3: 13,240 shares; 2025Q4: 12,795 shares; 2026Q1: 12,872 shares; 2026Q2: 20,753 shares 20,753 $1.82M 0.55% +7,881 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: 11,070 shares; 2024Q4: 10,770 shares; 2025Q1: 36,833 shares; 2025Q2: 37,482 shares; 2025Q3: 39,018 shares; 2025Q4: 38,729 shares; 2026Q1: 41,318 shares; 2026Q2: 42,880 shares 42,880 $1.82M 0.54% +1,562 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: 37,272 shares; 2024Q4: 44,597 shares; 2025Q1: 46,362 shares; 2025Q2: 44,147 shares; 2025Q3: 16,733 shares; 2025Q4: 15,439 shares; 2026Q1: 14,608 shares; 2026Q2: 13,648 shares 13,648 $1.75M 0.53% -960 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,785 shares 7,785 $1.74M 0.52% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,838 shares; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,896 shares; 2026Q1: 1,954 shares; 2026Q2: 1,844 shares 1,844 $1.73M 0.52% -110 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: 292 shares; 2024Q4: 282 shares; 2025Q1: 2,506 shares; 2025Q2: 2,494 shares; 2025Q3: 2,694 shares; 2025Q4: 2,702 shares; 2026Q1: 2,677 shares; 2026Q2: 2,687 shares 2,687 $1.51M 0.45% +10 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,899 shares; 2024Q4: 62,832 shares; 2025Q1: 78,837 shares; 2025Q2: 78,025 shares; 2025Q3: 64,529 shares; 2025Q4: 47,284 shares; 2026Q1: 46,563 shares; 2026Q2: 46,933 shares 46,933 $1.49M 0.45% +370 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: 56,925 shares; 2024Q4: 76,900 shares; 2025Q1: 85,543 shares; 2025Q2: 80,949 shares; 2025Q3: 75,211 shares; 2025Q4: 69,009 shares; 2026Q1: 67,056 shares; 2026Q2: 60,897 shares 60,897 $1.47M 0.44% -6,159 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 577 shares; 2025Q3: 1,428 shares; 2025Q4: 982 shares; 2026Q1: 891 shares; 2026Q2: 861 shares 861 $1.46M 0.44% -30 Timeline SPTI 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: 71,307 shares; 2024Q4: 64,966 shares; 2025Q1: 57,143 shares; 2025Q2: 57,678 shares; 2025Q3: 57,493 shares; 2025Q4: 58,120 shares; 2026Q1: 53,787 shares; 2026Q2: 50,057 shares 50,057 $1.42M 0.43% -3,730 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: 401 shares; 2024Q4: 24,012 shares; 2025Q1: 21,978 shares; 2025Q2: 20,226 shares; 2025Q3: 19,079 shares; 2025Q4: 16,891 shares; 2026Q1: 16,531 shares; 2026Q2: 16,279 shares 16,279 $1.26M 0.38% -252 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 1,119 shares; 2025Q2: 1,224 shares; 2025Q3: 1,242 shares; 2025Q4: 1,328 shares; 2026Q1: 1,444 shares; 2026Q2: 1,038 shares 1,038 $1.22M 0.37% -406 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: 610 shares; 2024Q4: 435 shares; 2025Q1: 12,714 shares; 2025Q2: 12,740 shares; 2025Q3: 12,741 shares; 2025Q4: 12,743 shares; 2026Q1: 12,781 shares; 2026Q2: 12,784 shares 12,784 $1.18M 0.35% +3 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: 111 shares; 2024Q4: 69 shares; 2025Q1: 147 shares; 2025Q2: 156 shares; 2025Q3: 1,557 shares; 2025Q4: 1,616 shares; 2026Q1: 1,746 shares; 2026Q2: 1,701 shares 1,701 $1.17M 0.35% -45 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 1,954 shares; 2025Q3: 9,284 shares; 2025Q4: 17,229 shares; 2026Q1: 13,989 shares; 2026Q2: 10,953 shares 10,953 $1.1M 0.33% -3,036 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,394 shares; 2025Q2: 2,432 shares; 2025Q3: 2,434 shares; 2025Q4: 3,223 shares; 2026Q1: 3,257 shares; 2026Q2: 3,064 shares 3,064 $1.09M 0.33% -193 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,092 shares; 2024Q4: 4,503 shares; 2025Q1: 4,505 shares; 2025Q2: 4,104 shares; 2025Q3: 3,835 shares; 2025Q4: 6,589 shares; 2026Q1: 13,938 shares; 2026Q2: 16,988 shares 16,988 $1.03M 0.31% +3,050 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 62 shares; 2025Q1: 850 shares; 2025Q2: 1,592 shares; 2025Q3: 2,027 shares; 2025Q4: 3,317 shares; 2026Q1: 2,867 shares; 2026Q2: 2,756 shares 2,756 $940K 0.28% -111 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: not reported; 2024Q4: not reported; 2025Q1: 2,490 shares; 2025Q2: 2,528 shares; 2025Q3: 2,392 shares; 2025Q4: 2,210 shares; 2026Q1: 2,411 shares; 2026Q2: 2,464 shares 2,464 $931K 0.28% +53 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 480 shares; 2025Q1: 34,163 shares; 2025Q2: 33,988 shares; 2025Q3: 33,421 shares; 2025Q4: 30,536 shares; 2026Q1: 30,457 shares; 2026Q2: 30,502 shares 30,502 $883K 0.27% +45 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: not reported; 2024Q4: not reported; 2025Q1: 6,861 shares; 2025Q2: 6,881 shares; 2025Q3: 6,772 shares; 2025Q4: 6,663 shares; 2026Q1: 6,683 shares; 2026Q2: 6,705 shares 6,705 $882K 0.26% +22 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,041 shares; 2024Q4: 1,481 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 880 shares; 2026Q1: 895 shares; 2026Q2: 812 shares 812 $865K 0.26% -83 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 256 shares; 2025Q1: 25,213 shares; 2025Q2: 25,681 shares; 2025Q3: 25,653 shares; 2025Q4: 24,604 shares; 2026Q1: 25,381 shares; 2026Q2: 25,344 shares 25,344 $858K 0.26% -37 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: not reported; 2024Q4: not reported; 2025Q1: 1,837 shares; 2025Q2: 1,837 shares; 2025Q3: 1,737 shares; 2025Q4: 1,737 shares; 2026Q1: 1,737 shares; 2026Q2: 1,605 shares 1,605 $824K 0.25% -132 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,497 shares; 2025Q2: 4,497 shares; 2025Q3: 4,097 shares; 2025Q4: 4,097 shares; 2026Q1: 2,497 shares; 2026Q2: 2,397 shares 2,397 $803K 0.24% -100 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: 10,261 shares; 2024Q4: 10,265 shares; 2025Q1: 10,145 shares; 2025Q2: 17,453 shares; 2025Q3: 17,366 shares; 2025Q4: 17,207 shares; 2026Q1: 17,205 shares; 2026Q2: 17,215 shares 17,215 $803K 0.24% +10 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,152 shares; 2025Q3: 6,555 shares; 2025Q4: 7,535 shares; 2026Q1: 8,958 shares; 2026Q2: 9,218 shares 9,218 $802K 0.24% +260 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: 4,964 shares; 2024Q4: 4,925 shares; 2025Q1: 4,765 shares; 2025Q2: 4,765 shares; 2025Q3: 5,393 shares; 2025Q4: 5,373 shares; 2026Q1: 5,339 shares; 2026Q2: 5,339 shares 5,339 $792K 0.24% 0 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: 314 shares; 2024Q4: 314 shares; 2025Q1: 5,548 shares; 2025Q2: 5,584 shares; 2025Q3: 5,308 shares; 2025Q4: 5,064 shares; 2026Q1: 4,947 shares; 2026Q2: 4,995 shares 4,995 $732K 0.22% +48 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,409 shares 1,409 $698K 0.21% +9 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,365 shares; 2024Q4: 94,200 shares; 2025Q1: 104,386 shares; 2025Q2: 101,844 shares; 2025Q3: 98,103 shares; 2025Q4: 19,054 shares; 2026Q1: 18,970 shares; 2026Q2: 17,644 shares 17,644 $676K 0.2% -1,326 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: 6,659 shares; 2024Q4: 4,459 shares; 2025Q1: 4,892 shares; 2025Q2: 4,896 shares; 2025Q3: 4,857 shares; 2025Q4: 4,859 shares; 2026Q1: 5,210 shares; 2026Q2: 5,196 shares 5,196 $658K 0.2% -14 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: 4 shares; 2024Q4: not reported; 2025Q1: 1,377 shares; 2025Q2: 1,388 shares; 2025Q3: 1,398 shares; 2025Q4: 3,740 shares; 2026Q1: 3,998 shares; 2026Q2: 3,984 shares 3,984 $623K 0.19% -14 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: 841 shares; 2024Q4: 841 shares; 2025Q1: 6,889 shares; 2025Q2: 7,002 shares; 2025Q3: 6,948 shares; 2025Q4: 7,703 shares; 2026Q1: 7,433 shares; 2026Q2: 7,570 shares 7,570 $615K 0.18% +137 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,370 shares; 2024Q4: 2,126 shares; 2025Q1: 2,126 shares; 2025Q2: 2,126 shares; 2025Q3: 2,036 shares; 2025Q4: 2,037 shares; 2026Q1: 2,017 shares; 2026Q2: 2,015 shares 2,015 $605K 0.18% -2 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: 167 shares; 2024Q4: 169 shares; 2025Q1: 2,385 shares; 2025Q2: 2,292 shares; 2025Q3: 1,747 shares; 2025Q4: 1,293 shares; 2026Q1: 1,309 shares; 2026Q2: 1,615 shares 1,615 $604K 0.18% +306 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: 107 shares; 2024Q4: 120 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 107 shares; 2025Q4: 111 shares; 2026Q1: 1,107 shares; 2026Q2: 1,113 shares 1,113 $567K 0.17% +6 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,643 shares; 2025Q4: 20,543 shares; 2026Q1: 16,643 shares; 2026Q2: 16,118 shares 16,118 $559K 0.17% -525 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $532K 0.16% 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: not reported; 2024Q4: not reported; 2025Q1: 1,421 shares; 2025Q2: 1,497 shares; 2025Q3: 1,384 shares; 2025Q4: 1,368 shares; 2026Q1: 1,369 shares; 2026Q2: 1,371 shares 1,371 $507K 0.15% +2 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 554 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 465 shares; 2026Q1: 765 shares; 2026Q2: 765 shares 765 $502K 0.15% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768 shares; 2024Q4: 768 shares; 2025Q1: 3,878 shares; 2025Q2: 3,828 shares; 2025Q3: 3,494 shares; 2025Q4: 3,288 shares; 2026Q1: 3,278 shares; 2026Q2: 3,087 shares 3,087 $490K 0.15% -191 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,319 shares; 2025Q2: 3,302 shares; 2025Q3: 3,665 shares; 2025Q4: 3,510 shares; 2026Q1: 3,910 shares; 2026Q2: 4,110 shares 4,110 $480K 0.14% +200 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: not reported; 2024Q4: not reported; 2025Q1: 3,258 shares; 2025Q2: 3,293 shares; 2025Q3: 3,380 shares; 2025Q4: 3,347 shares; 2026Q1: 3,349 shares; 2026Q2: 3,229 shares 3,229 $473K 0.14% -120 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 739 shares; 2025Q2: 741 shares; 2025Q3: 743 shares; 2025Q4: 1,212 shares; 2026Q1: 1,282 shares; 2026Q2: 1,293 shares 1,293 $456K 0.14% +11 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: 2,104 shares; 2024Q4: 2,104 shares; 2025Q1: 2,366 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,441 shares; 2026Q1: 2,442 shares; 2026Q2: 2,443 shares 2,443 $442K 0.13% +1 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 850 shares; 2026Q1: 1,595 shares; 2026Q2: 3,632 shares 3,632 $432K 0.13% +2,037 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: 240 shares; 2024Q4: 17 shares; 2025Q1: 917 shares; 2025Q2: 909 shares; 2025Q3: 894 shares; 2025Q4: 916 shares; 2026Q1: 916 shares; 2026Q2: 1,003 shares 1,003 $422K 0.13% +87 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,711 shares; 2026Q1: 3,672 shares; 2026Q2: 4,690 shares 4,690 $416K 0.12% +1,018 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,927 shares; 2025Q2: 5,005 shares; 2025Q3: 3,760 shares; 2025Q4: 2,510 shares; 2026Q1: 1,110 shares; 2026Q2: 910 shares 910 $394K 0.12% -200 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: 165 shares; 2024Q4: 166 shares; 2025Q1: 984 shares; 2025Q2: 959 shares; 2025Q3: 947 shares; 2025Q4: 976 shares; 2026Q1: 1,601 shares; 2026Q2: 1,541 shares 1,541 $394K 0.12% -60 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,808 shares; 2025Q2: 13,016 shares; 2025Q3: 13,039 shares; 2025Q4: 12,782 shares; 2026Q1: 13,108 shares; 2026Q2: 13,027 shares 13,027 $383K 0.12% -81 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: 34 shares; 2024Q4: 34 shares; 2025Q1: 1,743 shares; 2025Q2: 1,742 shares; 2025Q3: 1,745 shares; 2025Q4: 1,740 shares; 2026Q1: 2,147 shares; 2026Q2: 1,604 shares 1,604 $379K 0.11% -543 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,854 shares; 2025Q2: 10,700 shares; 2025Q3: 10,208 shares; 2025Q4: 9,035 shares; 2026Q1: 9,050 shares; 2026Q2: 9,077 shares 9,077 $370K 0.11% +27 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 772 shares 772 $369K 0.11% +347 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,030 shares; 2025Q2: 18,452 shares; 2025Q3: 17,512 shares; 2025Q4: 14,056 shares; 2026Q1: 14,041 shares; 2026Q2: 16,574 shares 16,574 $365K 0.11% +2,533 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 42 shares; 2025Q3: 45 shares; 2025Q4: 46 shares; 2026Q1: 92 shares; 2026Q2: 171 shares 171 $340K 0.1% +79 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: not reported; 2024Q4: 13,265 shares; 2025Q1: 13,240 shares; 2025Q2: 15,190 shares; 2025Q3: 15,065 shares; 2025Q4: 2,200 shares; 2026Q1: 2,225 shares; 2026Q2: 2,125 shares 2,125 $338K 0.1% -100 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: 576 shares; 2024Q4: 577 shares; 2025Q1: 577 shares; 2025Q2: 1,392 shares; 2025Q3: 1,393 shares; 2025Q4: 1,340 shares; 2026Q1: 1,240 shares; 2026Q2: 1,240 shares 1,240 $337K 0.1% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,284 shares; 2025Q2: 1,184 shares; 2025Q3: 1,209 shares; 2025Q4: 1,025 shares; 2026Q1: 639 shares; 2026Q2: 652 shares 652 $327K 0.1% +13 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: 777 shares; 2024Q4: 977 shares; 2025Q1: 3,238 shares; 2025Q2: 3,447 shares; 2025Q3: 3,452 shares; 2025Q4: 3,788 shares; 2026Q1: 3,488 shares; 2026Q2: 2,355 shares 2,355 $322K 0.1% -1,133 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: not reported; 2024Q4: not reported; 2025Q1: 1,237 shares; 2025Q2: 1,266 shares; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares; 2026Q1: 1,268 shares; 2026Q2: 1,269 shares 1,269 $319K 0.1% +1 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 609 shares; 2025Q4: 722 shares; 2026Q1: 722 shares; 2026Q2: 734 shares 734 $317K 0.1% +12 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 665 shares; 2025Q2: 689 shares; 2025Q3: 589 shares; 2025Q4: 601 shares; 2026Q1: 589 shares; 2026Q2: 629 shares 629 $312K 0.09% +40 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $309K 0.09% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 1,942 shares; 2025Q2: 1,978 shares; 2025Q3: 1,734 shares; 2025Q4: 1,635 shares; 2026Q1: 1,435 shares; 2026Q2: 1,584 shares 1,584 $300K 0.09% +149 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,717 shares; 2025Q2: 5,271 shares; 2025Q3: 4,496 shares; 2025Q4: 3,995 shares; 2026Q1: 3,727 shares; 2026Q2: 3,570 shares 3,570 $297K 0.09% -157 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,723 shares 1,723 $294K 0.09% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 4,081 shares; 2025Q2: 4,087 shares; 2025Q3: 4,087 shares; 2025Q4: 3,703 shares; 2026Q1: 3,465 shares; 2026Q2: 3,042 shares 3,042 $279K 0.08% -423 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: 4,208 shares; 2024Q4: 4,208 shares; 2025Q1: 4,208 shares; 2025Q2: 4,208 shares; 2025Q3: 4,208 shares; 2025Q4: 4,208 shares; 2026Q1: 4,208 shares; 2026Q2: 4,208 shares 4,208 $260K 0.08% 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: 13,904 shares; 2024Q4: 14,242 shares; 2025Q1: 22,769 shares; 2025Q2: 22,759 shares; 2025Q3: 15,123 shares; 2025Q4: 12,606 shares; 2026Q1: 12,676 shares; 2026Q2: 12,337 shares 12,337 $255K 0.08% -339 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 725 shares; 2026Q1: 1,500 shares; 2026Q2: 2,100 shares 2,100 $255K 0.08% +600 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,495 shares; 2026Q2: 2,895 shares 2,895 $247K 0.07% +400 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares; 2026Q2: 834 shares 834 $244K 0.07% -200 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: not reported; 2024Q4: 80 shares; 2025Q1: 551 shares; 2025Q2: 562 shares; 2025Q3: 642 shares; 2025Q4: 601 shares; 2026Q1: 752 shares; 2026Q2: 859 shares 859 $242K 0.07% +107 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: 134 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 420 shares; 2025Q4: 3,206 shares; 2026Q1: 3,206 shares; 2026Q2: 3,170 shares 3,170 $240K 0.07% -36 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 493 shares; 2025Q4: 540 shares; 2026Q1: 1,086 shares; 2026Q2: 1,160 shares 1,160 $238K 0.07% +74 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,875 shares; 2026Q1: 3,445 shares; 2026Q2: 2,915 shares 2,915 $235K 0.07% -530 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,737 shares; 2025Q2: 1,724 shares; 2025Q3: 1,753 shares; 2025Q4: 1,323 shares; 2026Q1: 1,508 shares; 2026Q2: 1,574 shares 1,574 $230K 0.07% +66 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,948 shares; 2025Q4: 22,948 shares; 2026Q1: 22,948 shares; 2026Q2: 22,948 shares 22,948 $226K 0.07% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 267 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $225K 0.07% 0 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: 25,213 shares; 2024Q4: 7,133 shares; 2025Q1: 2,786 shares; 2025Q2: 2,786 shares; 2025Q3: 2,822 shares; 2025Q4: 2,716 shares; 2026Q1: 2,316 shares; 2026Q2: 2,316 shares 2,316 $223K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,390 shares; 2025Q3: 1,385 shares; 2025Q4: 1,341 shares; 2026Q1: 1,344 shares; 2026Q2: 1,344 shares 1,344 $220K 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: 1,387 shares; 2025Q2: 1,487 shares; 2025Q3: 1,493 shares; 2025Q4: 1,437 shares; 2026Q1: 1,337 shares; 2026Q2: 1,337 shares 1,337 $214K 0.06% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 638 shares; 2025Q4: 546 shares; 2026Q1: 546 shares; 2026Q2: 546 shares 546 $210K 0.06% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,881 shares; 2024Q4: 16,789 shares; 2025Q1: 11,227 shares; 2025Q2: 11,324 shares; 2025Q3: 10,350 shares; 2025Q4: 10,153 shares; 2026Q1: 9,088 shares; 2026Q2: 9,169 shares 9,169 $209K 0.06% +81 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 373 shares; 2026Q1: 612 shares; 2026Q2: 700 shares 700 $203K 0.06% +88 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,394 shares; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 414 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 314 shares 314 $199K 0.06% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,649 shares; 2024Q4: 5,238 shares; 2025Q1: 2,857 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 300 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $196K 0.06% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 3,026 shares; 2025Q2: 3,153 shares; 2025Q3: 3,096 shares; 2025Q4: 2,898 shares; 2026Q1: 2,825 shares; 2026Q2: 2,626 shares 2,626 $193K 0.06% -199 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 143 shares; 2025Q4: 166 shares; 2026Q1: 167 shares; 2026Q2: 168 shares 168 $192K 0.06% +1 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 713 shares; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $187K 0.06% 0 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares; 2026Q2: 1,760 shares 1,760 $186K 0.06% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 685 shares; 2025Q4: 671 shares; 2026Q1: 749 shares; 2026Q2: 1,093 shares 1,093 $183K 0.06% +344 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,415 shares; 2025Q2: 9,424 shares; 2025Q3: 9,764 shares; 2025Q4: 9,343 shares; 2026Q1: 8,348 shares; 2026Q2: 9,139 shares 9,139 $175K 0.05% +791 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 538 shares 538 $169K 0.05% new 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: 270 shares; 2024Q4: 270 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $166K 0.05% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,243 shares; 2025Q2: 5,364 shares; 2025Q3: 5,236 shares; 2025Q4: 4,755 shares; 2026Q1: 4,768 shares; 2026Q2: 4,613 shares 4,613 $161K 0.05% -155 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 60 shares; 2025Q4: 30 shares; 2026Q1: 300 shares; 2026Q2: 400 shares 400 $157K 0.05% +100 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: 345 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $154K 0.05% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 560 shares 560 $151K 0.05% -160 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,932 shares; 2025Q2: 2,262 shares; 2025Q3: 2,197 shares; 2025Q4: 1,996 shares; 2026Q1: 1,770 shares; 2026Q2: 1,440 shares 1,440 $150K 0.05% -330 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 361 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 500 shares; 2026Q1: 600 shares; 2026Q2: 2,200 shares 2,200 $150K 0.05% +1,600 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 2,066 shares; 2025Q2: 2,069 shares; 2025Q3: 1,972 shares; 2025Q4: 1,765 shares; 2026Q1: 2,033 shares; 2026Q2: 2,086 shares 2,086 $150K 0.05% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301 shares; 2026Q2: 1,204 shares 1,204 $150K 0.04% +903 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: 420 shares; 2024Q4: 405 shares; 2025Q1: 926 shares; 2025Q2: 857 shares; 2025Q3: 875 shares; 2025Q4: 839 shares; 2026Q1: 816 shares; 2026Q2: 806 shares 806 $149K 0.04% -10 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: 199 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares; 2026Q2: 199 shares 199 $149K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 1,840 shares; 2025Q2: 1,841 shares; 2025Q3: 1,887 shares; 2025Q4: 1,914 shares; 2026Q1: 1,914 shares; 2026Q2: 1,848 shares 1,848 $148K 0.04% -66 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: not reported; 2024Q4: not reported; 2025Q1: 1,204 shares; 2025Q2: 1,211 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,266 shares; 2026Q2: 1,248 shares 1,248 $148K 0.04% -18 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: not reported; 2024Q4: not reported; 2025Q1: 485 shares; 2025Q2: 487 shares; 2025Q3: 789 shares; 2025Q4: 899 shares; 2026Q1: 900 shares; 2026Q2: 665 shares 665 $147K 0.04% -235 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares; 2026Q1: 1,184 shares; 2026Q2: 1,184 shares 1,184 $146K 0.04% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 454 shares; 2025Q2: 737 shares; 2025Q3: 754 shares; 2025Q4: 816 shares; 2026Q1: 840 shares; 2026Q2: 840 shares 840 $143K 0.04% 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: 32,939 shares; 2024Q4: 90 shares; 2025Q1: 1,335 shares; 2025Q2: 1,340 shares; 2025Q3: 1,345 shares; 2025Q4: 1,400 shares; 2026Q1: 1,430 shares; 2026Q2: 1,359 shares 1,359 $139K 0.04% -71 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 749 shares; 2025Q2: 755 shares; 2025Q3: 757 shares; 2025Q4: 668 shares; 2026Q1: 669 shares; 2026Q2: 670 shares 670 $138K 0.04% +1 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: not reported; 2024Q4: not reported; 2025Q1: 1,005 shares; 2025Q2: 1,010 shares; 2025Q3: 764 shares; 2025Q4: 768 shares; 2026Q1: 771 shares; 2026Q2: 777 shares 777 $136K 0.04% +6 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 261 shares; 2026Q1: 288 shares; 2026Q2: 291 shares 291 $131K 0.04% +3 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: 850 shares 850 $128K 0.04% new 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: 101 shares; 2024Q4: 101 shares; 2025Q1: 2,480 shares; 2025Q2: 2,430 shares; 2025Q3: 2,352 shares; 2025Q4: 1,251 shares; 2026Q1: 1,151 shares; 2026Q2: 906 shares 906 $127K 0.04% -245 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 335 shares; 2026Q2: 335 shares 335 $123K 0.04% 0 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,931 shares; 2025Q2: 9,042 shares; 2025Q3: 9,305 shares; 2025Q4: 8,478 shares; 2026Q1: 8,045 shares; 2026Q2: 6,816 shares 6,816 $122K 0.04% -1,229 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 242 shares; 2025Q1: 474 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 120 shares 120 $121K 0.04% -50 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: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 172 shares 172 $121K 0.04% 0 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $120K 0.04% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $115K 0.03% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 958 shares; 2025Q2: 959 shares; 2025Q3: 968 shares; 2025Q4: 1,012 shares; 2026Q1: 1,013 shares; 2026Q2: 1,013 shares 1,013 $113K 0.03% 0 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,035 shares; 2024Q4: 2,735 shares; 2025Q1: 2,635 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,635 shares; 2026Q1: 2,635 shares; 2026Q2: 2,615 shares 2,615 $108K 0.03% -20 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 297 shares; 2025Q2: 1,290 shares; 2025Q3: 1,731 shares; 2025Q4: 1,510 shares; 2026Q1: 1,610 shares; 2026Q2: 1,512 shares 1,512 $108K 0.03% -98 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,351 shares; 2025Q2: 3,352 shares; 2025Q3: 3,209 shares; 2025Q4: 3,260 shares; 2026Q1: 3,292 shares; 2026Q2: 3,416 shares 3,416 $108K 0.03% +124 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,408 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares; 2026Q1: 1,408 shares; 2026Q2: 1,408 shares 1,408 $108K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 399 shares; 2025Q2: 387 shares; 2025Q3: 388 shares; 2025Q4: 289 shares; 2026Q1: 289 shares; 2026Q2: 297 shares 297 $108K 0.03% +8 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: 416 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 516 shares; 2025Q4: 516 shares; 2026Q1: 416 shares; 2026Q2: 496 shares 496 $107K 0.03% +80 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: 737 shares; 2026Q1: 737 shares; 2026Q2: 637 shares 637 $104K 0.03% -100 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,029 shares; 2025Q2: 4,299 shares; 2025Q3: 3,813 shares; 2025Q4: 3,140 shares; 2026Q1: 3,140 shares; 2026Q2: 3,260 shares 3,260 $102K 0.03% +120 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 42,833 shares; 2025Q1: 41,158 shares; 2025Q2: 41,903 shares; 2025Q3: 39,723 shares; 2025Q4: 38,528 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $102K 0.03% 0 Timeline ITA 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: 543 shares; 2025Q2: 543 shares; 2025Q3: 604 shares; 2025Q4: 510 shares; 2026Q1: 421 shares; 2026Q2: 421 shares 421 $102K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 1,022 shares; 2025Q2: 1,022 shares; 2025Q3: 1,110 shares; 2025Q4: 1,111 shares; 2026Q1: 1,112 shares; 2026Q2: 1,113 shares 1,113 $101K 0.03% +1 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS 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: not reported; 2025Q3: 235 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $101K 0.03% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,283 shares; 2024Q4: 66,903 shares; 2025Q1: 61,351 shares; 2025Q2: 41,063 shares; 2025Q3: 41,743 shares; 2025Q4: 57,973 shares; 2026Q1: 54,018 shares; 2026Q2: 2,325 shares 2,325 $99.2K 0.03% -51,693 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: not reported; 2024Q4: not reported; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $98.8K 0.03% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471 shares; 2024Q4: 458 shares; 2025Q1: 426 shares; 2025Q2: 411 shares; 2025Q3: 394 shares; 2025Q4: 373 shares; 2026Q1: 373 shares; 2026Q2: 363 shares 363 $98.1K 0.03% -10 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 350 shares; 2025Q3: 351 shares; 2025Q4: 352 shares; 2026Q1: 353 shares; 2026Q2: 353 shares 353 $96.7K 0.03% 0 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 544 shares; 2025Q4: 441 shares; 2026Q1: 457 shares; 2026Q2: 457 shares 457 $94.1K 0.03% 0 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $93K 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: 15,676 shares; 2024Q4: 7,240 shares; 2025Q1: 7,471 shares; 2025Q2: 7,588 shares; 2025Q3: 6,509 shares; 2025Q4: 3,532 shares; 2026Q1: 3,738 shares; 2026Q2: 3,745 shares 3,745 $91.9K 0.03% +7 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 1,139 shares; 2025Q1: 1,179 shares; 2025Q2: 8,097 shares; 2025Q3: 3,876 shares; 2025Q4: 3,927 shares; 2026Q1: 3,953 shares; 2026Q2: 3,991 shares 3,991 $91.4K 0.03% +38 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 911 shares; 2025Q2: 915 shares; 2025Q3: 918 shares; 2025Q4: 922 shares; 2026Q1: 2,646 shares; 2026Q2: 928 shares 928 $89.4K 0.03% -1,718 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,622 shares; 2024Q4: 13,914 shares; 2025Q1: 13,612 shares; 2025Q2: 9,552 shares; 2025Q3: 4,658 shares; 2025Q4: 4,717 shares; 2026Q1: 3,942 shares; 2026Q2: 3,979 shares 3,979 $89K 0.03% +37 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: 817 shares; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: 797 shares; 2026Q2: 797 shares 797 $87.5K 0.03% 0 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 630 shares; 2025Q2: 631 shares; 2025Q3: 572 shares; 2025Q4: 572 shares; 2026Q1: 572 shares; 2026Q2: 572 shares 572 $86.8K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 220 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $86.8K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 963 shares; 2025Q2: 896 shares; 2025Q3: 900 shares; 2025Q4: 839 shares; 2026Q1: 911 shares; 2026Q2: 908 shares 908 $86.7K 0.03% -3 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,513 shares; 2025Q2: 2,541 shares; 2025Q3: 2,551 shares; 2025Q4: 2,651 shares; 2026Q1: 2,751 shares; 2026Q2: 2,237 shares 2,237 $85.5K 0.03% -514 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 696 shares; 2025Q2: 641 shares; 2025Q3: 660 shares; 2025Q4: 638 shares; 2026Q1: 538 shares; 2026Q2: 538 shares 538 $84.3K 0.03% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $84K 0.03% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $83.1K 0.02% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $82.8K 0.02% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $81.5K 0.02% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $79.4K 0.02% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,203 shares; 2024Q4: 2,905 shares; 2025Q1: 2,947 shares; 2025Q2: 2,949 shares; 2025Q3: 2,064 shares; 2025Q4: 2,025 shares; 2026Q1: 2,185 shares; 2026Q2: 2,186 shares 2,186 $79K 0.02% +1 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $78.1K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 529 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 500 shares 500 $76.8K 0.02% -100 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 517 shares; 2025Q3: 521 shares; 2025Q4: 532 shares; 2026Q1: 542 shares; 2026Q2: 545 shares 545 $76.3K 0.02% +3 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 1,105 shares; 2025Q4: 555 shares; 2026Q1: 555 shares; 2026Q2: 555 shares 555 $75.7K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,900 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $75.5K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,500 shares; 2024Q4: 10,394 shares; 2025Q1: 9,999 shares; 2025Q2: 2,294 shares; 2025Q3: 4,329 shares; 2025Q4: 4,519 shares; 2026Q1: 1,765 shares; 2026Q2: 765 shares 765 $75.2K 0.02% -1,000 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $75K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 720 shares; 2025Q3: 932 shares; 2025Q4: 867 shares; 2026Q1: 936 shares; 2026Q2: 938 shares 938 $73.4K 0.02% +2 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 1,130 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $72.8K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 943 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 700 shares 700 $72.8K 0.02% -100 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: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 235 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $72.6K 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: 65 shares; 2025Q1: 85 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 79 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $72.2K 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $72K 0.02% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $71.3K 0.02% 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 500 shares; 2025Q2: 470 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $70.7K 0.02% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 841 shares; 2025Q2: 964 shares; 2025Q3: 866 shares; 2025Q4: 565 shares; 2026Q1: 565 shares; 2026Q2: 665 shares 665 $69.6K 0.02% +100 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 1,280 shares; 2026Q2: 1,360 shares 1,360 $68.6K 0.02% +80 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 184 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 358 shares; 2026Q1: 368 shares; 2026Q2: 358 shares 358 $68.2K 0.02% -10 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: 6,685 shares; 2024Q4: 6,545 shares; 2025Q1: 2,835 shares; 2025Q2: 530 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 163 shares 163 $67.7K 0.02% -18 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,149 shares; 2025Q2: 2,152 shares; 2025Q3: 2,155 shares; 2025Q4: 1,859 shares; 2026Q1: 2,063 shares; 2026Q2: 2,067 shares 2,067 $67.7K 0.02% +4 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,360 shares; 2025Q2: 1,364 shares; 2025Q3: 1,365 shares; 2025Q4: 1,367 shares; 2026Q1: 1,377 shares; 2026Q2: 574 shares 574 $67.2K 0.02% -803 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: not reported; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $66.9K 0.02% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $66.8K 0.02% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 300 shares 300 $66.7K 0.02% +200 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 320 shares; 2025Q3: 400 shares; 2025Q4: 425 shares; 2026Q1: 725 shares; 2026Q2: 525 shares 525 $66.3K 0.02% -200 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: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $64.8K 0.02% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $63K 0.02% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $61.7K 0.02% new Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $61.5K 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: not reported; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 278 shares 278 $61K 0.02% +27 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: not reported; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $60.2K 0.02% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $59.7K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $59.5K 0.02% 0 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,227 shares; 2024Q4: 2,227 shares; 2025Q1: 2,357 shares; 2025Q2: 2,358 shares; 2025Q3: 2,359 shares; 2025Q4: 2,227 shares; 2026Q1: 2,227 shares; 2026Q2: 1,927 shares 1,927 $59.1K 0.02% -300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 273 shares; 2025Q3: 274 shares; 2025Q4: 767 shares; 2026Q1: 827 shares; 2026Q2: 829 shares 829 $59.1K 0.02% +2 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,015 shares; 2024Q4: 600 shares; 2025Q1: 607 shares; 2025Q2: 600 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $59K 0.02% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 653 shares; 2026Q1: 1,967 shares; 2026Q2: 943 shares 943 $58.4K 0.02% -1,024 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,200 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $57.7K 0.02% 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: 50 shares; 2024Q4: not reported; 2025Q1: 1,333 shares; 2025Q2: 1,334 shares; 2025Q3: 1,134 shares; 2025Q4: 1,125 shares; 2026Q1: 1,100 shares; 2026Q2: 1,000 shares 1,000 $57.6K 0.02% -100 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 600 shares; 2025Q4: 875 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $56.7K 0.02% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,700 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $56.6K 0.02% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 383 shares; 2025Q4: 383 shares; 2026Q1: 383 shares; 2026Q2: 339 shares 339 $56.3K 0.02% -44 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,546 shares; 2025Q2: 2,555 shares; 2025Q3: 2,466 shares; 2025Q4: 2,527 shares; 2026Q1: 2,540 shares; 2026Q2: 2,555 shares 2,555 $56.1K 0.02% +15 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 316 shares; 2026Q2: 338 shares 338 $55.8K 0.02% +22 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 822 shares; 2025Q2: 722 shares; 2025Q3: 723 shares; 2025Q4: 718 shares; 2026Q1: 618 shares; 2026Q2: 619 shares 619 $55.7K 0.02% +1 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 600 shares 600 $54.3K 0.02% +200 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $54K 0.02% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $53.9K 0.02% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 903 shares; 2025Q2: 893 shares; 2025Q3: 693 shares; 2025Q4: 693 shares; 2026Q1: 693 shares; 2026Q2: 1,193 shares 1,193 $53.8K 0.02% +500 Timeline CSD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $53.4K 0.02% 0 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $53.1K 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: 262 shares; 2024Q4: 262 shares; 2025Q1: 769 shares; 2025Q2: 800 shares; 2025Q3: 727 shares; 2025Q4: 728 shares; 2026Q1: 733 shares; 2026Q2: 734 shares 734 $52.6K 0.02% +1 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 927 shares; 2025Q2: 927 shares; 2025Q3: 727 shares; 2025Q4: 728 shares; 2026Q1: 728 shares; 2026Q2: 729 shares 729 $52.4K 0.02% +1 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,480 shares; 2025Q2: 2,554 shares; 2025Q3: 2,621 shares; 2025Q4: 2,443 shares; 2026Q1: 2,317 shares; 2026Q2: 2,336 shares 2,336 $51.3K 0.02% +19 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,438 shares; 2025Q2: 2,212 shares; 2025Q3: 1,248 shares; 2025Q4: 1,250 shares; 2026Q1: 1,251 shares; 2026Q2: 1,253 shares 1,253 $51.3K 0.02% +2 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 788 shares; 2025Q2: 745 shares; 2025Q3: 746 shares; 2025Q4: 737 shares; 2026Q1: 690 shares; 2026Q2: 679 shares 679 $50.8K 0.02% -11 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 725 shares 725 $50.8K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 626 shares; 2025Q2: 427 shares; 2025Q3: 428 shares; 2025Q4: 430 shares; 2026Q1: 431 shares; 2026Q2: 432 shares 432 $50.7K 0.02% +1 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: 92 shares; 2024Q4: 92 shares; 2025Q1: 1,268 shares; 2025Q2: 1,273 shares; 2025Q3: 1,280 shares; 2025Q4: 1,299 shares; 2026Q1: 1,306 shares; 2026Q2: 1,452 shares 1,452 $50.5K 0.02% +146 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: not reported; 2026Q2: 800 shares 800 $49.1K 0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 426 shares; 2025Q2: 427 shares; 2025Q3: 430 shares; 2025Q4: 431 shares; 2026Q1: 433 shares; 2026Q2: 436 shares 436 $49K 0.01% +3 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 646 shares; 2026Q1: 646 shares; 2026Q2: 646 shares 646 $48.8K 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: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 680 shares; 2026Q1: 815 shares; 2026Q2: 815 shares 815 $48.7K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 358 shares 358 $48.6K 0.01% new Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,124 shares; 2025Q2: 4,215 shares; 2025Q3: 4,336 shares; 2025Q4: 4,416 shares; 2026Q1: 4,579 shares; 2026Q2: 4,701 shares 4,701 $48.5K 0.01% +122 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 1,333 shares; 2025Q2: 1,337 shares; 2025Q3: 744 shares; 2025Q4: 841 shares; 2026Q1: 683 shares; 2026Q2: 501 shares 501 $48.3K 0.01% -182 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $48.2K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 888 shares; 2025Q2: 845 shares; 2025Q3: 602 shares; 2025Q4: 606 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $48.1K 0.01% 0 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $48K 0.01% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares; 2026Q2: 1,375 shares 1,375 $47.3K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $46.6K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 550 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $46.3K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 350 shares 350 $46K 0.01% +80 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,143 shares; 2025Q2: 2,191 shares; 2025Q3: 2,244 shares; 2025Q4: 2,277 shares; 2026Q1: 2,345 shares; 2026Q2: 2,397 shares 2,397 $44.9K 0.01% +52 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $44.9K 0.01% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $44.8K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 508 shares; 2026Q2: 548 shares 548 $44.6K 0.01% +40 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 572 shares; 2025Q2: 573 shares; 2025Q3: 476 shares; 2025Q4: 477 shares; 2026Q1: 479 shares; 2026Q2: 431 shares 431 $44.6K 0.01% -48 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $43.7K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 4,200 shares; 2025Q2: 4,129 shares; 2025Q3: 4,134 shares; 2025Q4: 4,119 shares; 2026Q1: 3,122 shares; 2026Q2: 3,126 shares 3,126 $43.4K 0.01% +4 Timeline JBSS SANFILIPPO JOHN B & SON INC More: the full row for SANFILIPPO JOHN B & SON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 486 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $43K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,515 shares; 2024Q4: 5,502 shares; 2025Q1: 3,894 shares; 2025Q2: 408 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 510 shares; 2026Q2: 511 shares 511 $42.7K 0.01% +1 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 200 shares; 2026Q2: 312 shares 312 $42.7K 0.01% +112 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 590 shares; 2025Q2: 572 shares; 2025Q3: 487 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 282 shares 282 $42.3K 0.01% -124 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $42.1K 0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $41.7K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $40.9K 0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,520 shares; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $40.8K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 1,085 shares; 2025Q2: 1,088 shares; 2025Q3: 821 shares; 2025Q4: 1,797 shares; 2026Q1: 1,798 shares; 2026Q2: 1,689 shares 1,689 $40.4K 0.01% -109 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $40.3K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares; 2025Q2: 359 shares; 2025Q3: 362 shares; 2025Q4: 365 shares; 2026Q1: 367 shares; 2026Q2: 370 shares 370 $40.3K 0.01% +3 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 791 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 691 shares; 2026Q1: 691 shares; 2026Q2: 591 shares 591 $40.1K 0.01% -100 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 402 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 303 shares; 2026Q1: 304 shares; 2026Q2: 301 shares 301 $40K 0.01% -3 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 963 shares; 2025Q2: 963 shares; 2025Q3: 863 shares; 2025Q4: 763 shares; 2026Q1: 900 shares; 2026Q2: 800 shares 800 $39.9K 0.01% -100 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $39.4K 0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,436 shares; 2025Q2: 1,336 shares; 2025Q3: 1,136 shares; 2025Q4: 871 shares; 2026Q1: 836 shares; 2026Q2: 800 shares 800 $39.4K 0.01% -36 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 773 shares; 2025Q2: 777 shares; 2025Q3: 781 shares; 2025Q4: 686 shares; 2026Q1: 690 shares; 2026Q2: 695 shares 695 $39K 0.01% +5 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $38.9K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $38.3K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $38.1K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $38K 0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,654 shares; 2025Q2: 1,276 shares; 2025Q3: 1,298 shares; 2025Q4: 1,321 shares; 2026Q1: 1,344 shares; 2026Q2: 1,367 shares 1,367 $37.7K 0.01% +23 Timeline CRNT CERAGON NETWORKS LTD More: the full row for CERAGON NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,500 shares 14,500 $37.6K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $37.5K 0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 100 shares; 2026Q2: 100 shares 100 $37.4K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 531 shares; 2025Q2: 431 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 445 shares; 2026Q2: 445 shares 445 $37.1K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 568 shares; 2026Q1: 658 shares; 2026Q2: 659 shares 659 $37K 0.01% +1 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $36.7K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $36.5K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $36.5K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 375 shares; 2026Q1: 288 shares; 2026Q2: 288 shares 288 $36.3K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $36.2K 0.01% 0 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $36.2K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $36.1K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 380 shares; 2025Q1: 372 shares; 2025Q2: 345 shares; 2025Q3: 77 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $35.9K 0.01% 0 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $35.8K 0.01% 0 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,154 shares; 2025Q2: 1,161 shares; 2025Q3: 1,168 shares; 2025Q4: 1,176 shares; 2026Q1: 1,184 shares; 2026Q2: 1,193 shares 1,193 $35.8K 0.01% +9 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 86 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares; 2026Q2: 392 shares 392 $35.7K 0.01% +6 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $35.7K 0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 404 shares; 2026Q1: 404 shares; 2026Q2: 450 shares 450 $35.7K 0.01% +46 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $35.7K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $35.6K 0.01% 0 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $35.6K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,310 shares 3,310 $35K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 781 shares; 2025Q3: 782 shares; 2025Q4: 653 shares; 2026Q1: 653 shares; 2026Q2: 539 shares 539 $34.5K 0.01% -114 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $34.1K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,040 shares; 2025Q2: 943 shares; 2025Q3: 848 shares; 2025Q4: 552 shares; 2026Q1: 634 shares; 2026Q2: 657 shares 657 $34K 0.01% +23 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: not reported; 2024Q4: not reported; 2025Q1: 138 shares; 2025Q2: 539 shares; 2025Q3: 540 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 417 shares 417 $33.8K 0.01% +17 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $33.3K 0.01% 0 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $33K 0.01% 0 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,104 shares; 2025Q2: 2,104 shares; 2025Q3: 2,104 shares; 2025Q4: 2,204 shares; 2026Q1: 2,204 shares; 2026Q2: 2,204 shares 2,204 $32.9K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398 shares; 2024Q4: 398 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 398 shares; 2026Q1: 398 shares; 2026Q2: 398 shares 398 $32.9K 0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $32.7K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 666 shares; 2026Q1: 666 shares; 2026Q2: 666 shares 666 $32.7K 0.01% 0 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $32.6K 0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358 shares; 2024Q4: 716 shares; 2025Q1: 1,577 shares; 2025Q2: 1,568 shares; 2025Q3: 1,570 shares; 2025Q4: 817 shares; 2026Q1: 818 shares; 2026Q2: 893 shares 893 $32.2K 0.01% +75 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: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,174 shares; 2025Q4: 1,174 shares; 2026Q1: 1,174 shares; 2026Q2: 1,174 shares 1,174 $32.1K 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,826 shares; 2025Q2: 1,826 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares; 2026Q2: 1,900 shares 1,900 $32K 0.01% +74 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 310 shares 310 $31.5K 0.01% new 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $31.5K 0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 9,350 shares; 2026Q1: 6,350 shares; 2026Q2: 6,350 shares 6,350 $31.1K 0.01% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,105 shares; 2025Q2: 2,146 shares; 2025Q3: 2,186 shares; 2025Q4: 2,227 shares; 2026Q1: 2,266 shares; 2026Q2: 2,303 shares 2,303 $30.9K 0.01% +37 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 643 shares; 2026Q1: 577 shares; 2026Q2: 581 shares 581 $30.9K 0.01% +4 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: 671 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 900 shares 900 $30.8K 0.01% +300 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $30.7K 0.01% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 477 shares; 2025Q4: 477 shares; 2026Q1: 484 shares; 2026Q2: 485 shares 485 $30.1K 0.01% +1 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $29.4K 0.01% 0 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,897 shares; 2025Q2: 1,907 shares; 2025Q3: 1,925 shares; 2025Q4: 1,757 shares; 2026Q1: 1,769 shares; 2026Q2: 1,455 shares 1,455 $29.3K 0.01% -314 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $29.1K 0.01% 0 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $29K 0.01% 0 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES 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: 400 shares; 2026Q2: 400 shares 400 $28.9K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,680 shares; 2024Q4: 16,504 shares; 2025Q1: 1,618 shares; 2025Q2: 1,106 shares; 2025Q3: 921 shares; 2025Q4: 503 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $28.8K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 155 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 215 shares 215 $28.5K 0.01% +55 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $28.5K 0.01% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $28.3K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $28.3K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 355 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 357 shares 357 $28.2K 0.01% +1 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,102 shares; 2025Q2: 1,093 shares; 2025Q3: 1,085 shares; 2025Q4: 1,091 shares; 2026Q1: 1,096 shares; 2026Q2: 1,102 shares 1,102 $27.9K 0.01% +6 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 326 shares; 2026Q1: 326 shares; 2026Q2: 326 shares 326 $27.9K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $27.9K 0.01% 0 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $27.9K 0.01% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,535 shares; 2025Q2: 1,540 shares; 2025Q3: 1,436 shares; 2025Q4: 942 shares; 2026Q1: 946 shares; 2026Q2: 951 shares 951 $27.8K 0.01% +5 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,379 shares; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,129 shares; 2026Q1: 1,129 shares; 2026Q2: 1,129 shares 1,129 $27.7K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $27.4K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 428 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 284 shares; 2026Q1: 1,084 shares; 2026Q2: 988 shares 988 $27.4K 0.01% -96 Timeline IGF 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: 392 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 411 shares 411 $27.3K 0.01% +6 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $27.1K 0.01% new Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT 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: 800 shares; 2026Q2: 800 shares 800 $26.8K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $26.8K 0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $26.7K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 227 shares; 2026Q1: 228 shares; 2026Q2: 228 shares 228 $26.7K 0.01% 0 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $26.5K 0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $26.4K 0.01% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 500 shares; 2025Q4: 300 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $26.2K 0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $26.1K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $26K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $25.6K 0.01% 0 Timeline XOMA XOMA ROYALTY CORPORATION More: the full row for XOMA ROYALTY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $25.5K 0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,813 shares; 2025Q2: 3,825 shares; 2025Q3: 3,217 shares; 2025Q4: 2,680 shares; 2026Q1: 2,687 shares; 2026Q2: 1,055 shares 1,055 $25.5K 0.01% -1,632 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA 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: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $24.9K 0.01% 0 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 800 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $24.4K 0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $24.3K 0.01% 0 Timeline IWL 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: 130 shares; 2025Q2: 130 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $24.1K 0.01% 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 100 shares 100 $24.1K 0.01% +74 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 203 shares; 2025Q2: 205 shares; 2025Q3: 207 shares; 2025Q4: 210 shares; 2026Q1: 211 shares; 2026Q2: 213 shares 213 $24.1K 0.01% +2 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 41 shares; 2026Q1: 29 shares; 2026Q2: 33 shares 33 $23.5K 0.01% +4 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329 shares; 2024Q4: 329 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 329 shares; 2026Q2: 329 shares 329 $23.5K 0.01% 0 Timeline FRVO FERVO ENERGY CO More: the full row for FERVO ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $23.4K 0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,035 shares; 2024Q4: 22,470 shares; 2025Q1: 638 shares; 2025Q2: 639 shares; 2025Q3: 640 shares; 2025Q4: 641 shares; 2026Q1: 642 shares; 2026Q2: 643 shares 643 $23.4K 0.01% +1 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $23.3K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 340 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 150 shares 150 $23.3K 0.01% -200 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 44 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 29 shares; 2026Q1: 148 shares; 2026Q2: 148 shares 148 $23.2K 0.01% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 140 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $23.1K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $22.8K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 269 shares; 2025Q3: 270 shares; 2025Q4: 209 shares; 2026Q1: 210 shares; 2026Q2: 211 shares 211 $22.6K 0.01% +1 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $22.4K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,239 shares; 2025Q2: 2,239 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 580 shares; 2026Q2: 480 shares 480 $22.3K 0.01% -100 Timeline HQL ABRDN LIFE SCIENCES INVESTOR More: the full row for ABRDN LIFE SCIENCES INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,656 shares; 2025Q2: 1,703 shares; 2025Q3: 1,194 shares; 2025Q4: 1,020 shares; 2026Q1: 1,080 shares; 2026Q2: 1,111 shares 1,111 $22.2K 0.01% +31 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229 shares; 2026Q1: 229 shares; 2026Q2: 229 shares 229 $22K 0.01% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $21.9K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,255 shares; 2024Q4: 355 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $21.8K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $21.4K 0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $21.2K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $21.2K 0.01% 0 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 500 shares; 2026Q2: 500 shares 500 $21.1K 0.01% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,052 shares; 2026Q2: 991 shares 991 $21.1K 0.01% -61 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,898 shares; 2025Q2: 1,920 shares; 2025Q3: 1,940 shares; 2025Q4: 1,493 shares; 2026Q1: 1,520 shares; 2026Q2: 1,539 shares 1,539 $20.6K 0.01% +19 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $20.4K 0.01% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 75 shares 75 $20.4K 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 400 shares; 2025Q3: 300 shares; 2025Q4: 306 shares; 2026Q1: 300 shares; 2026Q2: 200 shares 200 $19.9K 0.01% -100 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 700 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $19.8K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $19.6K 0.01% 0 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: 552 shares; 2026Q2: 540 shares 540 $19.5K 0.01% -12 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $19.4K 0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $19.3K 0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 93 shares; 2026Q1: 43 shares; 2026Q2: 217 shares 217 $19K 0.01% +174 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $19K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $18.9K 0.01% 0 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $18.9K 0.01% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 228 shares 228 $18.8K 0.01% +4 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 187 shares; 2025Q2: 178 shares; 2025Q3: 183 shares; 2025Q4: 368 shares; 2026Q1: 411 shares; 2026Q2: 413 shares 413 $18.7K 0.01% +2 Timeline INNV INNOVAGE HLDG CORP More: the full row for INNOVAGE HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares 1,550 $18.4K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,045 shares; 2025Q3: 1,000 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 500 shares 500 $18.4K 0.01% -300 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $18.3K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $18.1K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 100 shares; 2025Q4: 124 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $18K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $17.7K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 316 shares 316 $17.5K 0.01% +90 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: not reported; 2024Q4: not reported; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $17.5K 0.01% 0 Timeline SCUS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 692 shares; 2025Q2: 717 shares; 2025Q3: 692 shares; 2025Q4: 695 shares; 2026Q1: 695 shares; 2026Q2: 695 shares 695 $17.5K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $17.5K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $17.4K 0.01% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 942 shares; 2025Q2: 949 shares; 2025Q3: 955 shares; 2025Q4: 671 shares; 2026Q1: 673 shares; 2026Q2: 677 shares 677 $17.2K 0.01% +4 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 926 shares; 2025Q2: 941 shares; 2025Q3: 958 shares; 2025Q4: 974 shares; 2026Q1: 990 shares; 2026Q2: 1,006 shares 1,006 $17.2K 0.01% +16 Timeline CDRE CADRE HLDGS INC More: the full row for CADRE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $17.1K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 35 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $16.9K 0.01% 0 Timeline VT 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: not reported; 2026Q1: 106 shares; 2026Q2: 107 shares 107 $16.7K 0.01% +1 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $16.5K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $16.2K <0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $16.1K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ 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: 300 shares 300 $16K <0.01% new Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $15.9K <0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,108 shares; 2025Q2: 1,112 shares; 2025Q3: 916 shares; 2025Q4: 920 shares; 2026Q1: 923 shares; 2026Q2: 742 shares 742 $15.7K <0.01% -181 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 757 shares; 2025Q2: 557 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 259 shares; 2026Q2: 259 shares 259 $15.7K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $15.4K <0.01% 0 Timeline VGNT VERSIGENT PLC More: the full row for VERSIGENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 366 shares 366 $15.4K <0.01% new 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: 150 shares; 2024Q4: not reported; 2025Q1: 309 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares; 2026Q2: 299 shares 299 $15.4K <0.01% 0 Timeline TAIWAN SEMICONDUCTOR MANUFAC TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $15.3K <0.01% new VNDA VANDA PHARMACEUTICALS INC More: the full row for VANDA PHARMACEUTICALS 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: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $15.3K <0.01% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 200 shares; 2026Q2: 200 shares 200 $15.2K <0.01% 0 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $15.1K <0.01% 0 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $15.1K <0.01% 0 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $15K <0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $14.9K <0.01% 0 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $14.7K <0.01% 0 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $14.5K <0.01% 0 Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,600 shares 1,600 $14.4K <0.01% +300 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $14.2K <0.01% 0 Timeline GGME INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 266 shares; 2025Q2: 309 shares; 2025Q3: 282 shares; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: 234 shares 234 $14.1K <0.01% -39 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $14.1K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 331 shares; 2025Q3: 252 shares; 2025Q4: 253 shares; 2026Q1: 254 shares; 2026Q2: 119 shares 119 $14K <0.01% -135 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 100 shares 100 $13.9K <0.01% +78 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $13.8K <0.01% 0 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $13.8K <0.01% new Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 500 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $13.6K <0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $13.6K <0.01% 0 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 269 shares; 2025Q2: 270 shares; 2025Q3: 272 shares; 2025Q4: 273 shares; 2026Q1: 274 shares; 2026Q2: 275 shares 275 $13.4K <0.01% +1 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: 165 shares; 2025Q3: 166 shares; 2025Q4: 169 shares; 2026Q1: 170 shares; 2026Q2: 171 shares 171 $13.3K <0.01% +1 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $13.2K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 1,600 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $13.1K <0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 147 shares; 2025Q3: 148 shares; 2025Q4: 127 shares; 2026Q1: 128 shares; 2026Q2: 129 shares 129 $13K <0.01% +1 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $13K <0.01% 0 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $12.9K <0.01% 0 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $12.9K <0.01% new Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $12.9K <0.01% 0 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY 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: 400 shares; 2026Q2: 400 shares 400 $12.6K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 808 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $12.5K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 203 shares 203 $12.3K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $12.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $12K <0.01% 0 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 270 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $11.7K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 155 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.7K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,905 shares; 2024Q4: 12,932 shares; 2025Q1: 125 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $11.6K <0.01% 0 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 200 shares 200 $11.6K <0.01% -202 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $11.5K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $11.4K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 10 shares 10 $11.3K <0.01% +2 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $11.3K <0.01% 0 Timeline SII SPROTT INC More: the full row for SPROTT 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: 100 shares; 2026Q2: 100 shares 100 $11.2K <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.2K <0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.2K <0.01% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.1K <0.01% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 132 shares 132 $11K <0.01% -42 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $10.9K <0.01% 0 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 281 shares; 2025Q2: 285 shares; 2025Q3: 288 shares; 2025Q4: 291 shares; 2026Q1: 294 shares; 2026Q2: 297 shares 297 $10.8K <0.01% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97 shares; 2026Q2: 127 shares 127 $10.7K <0.01% +30 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $10.7K <0.01% 0 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $10.5K <0.01% 0 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $10.3K <0.01% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 410 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 412 shares; 2026Q1: 412 shares; 2026Q2: 147 shares 147 $10.2K <0.01% -265 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 383 shares; 2026Q1: 283 shares; 2026Q2: 130 shares 130 $10K <0.01% -153 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $10K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $10K <0.01% 0 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $9.78K <0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $9.77K <0.01% 0 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 195 shares 195 $9.77K <0.01% new Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,804 shares; 2025Q2: 1,836 shares; 2025Q3: 1,868 shares; 2025Q4: 1,168 shares; 2026Q1: 1,202 shares; 2026Q2: 1,239 shares 1,239 $9.76K <0.01% +37 Timeline NVIDIA CORPORATION NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 3 shares 3 $9.67K <0.01% -2 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: 256 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $9.54K <0.01% 0 Timeline