IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,307 shares; 2024Q4: 79,633 shares; 2025Q1: 80,159 shares; 2025Q2: 85,260 shares; 2025Q3: 84,694 shares; 2025Q4: 84,109 shares; 2026Q1: 83,947 shares; 2026Q2: 83,064 shares 83,064 $62.2M 11.64% -883 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605,773 shares; 2024Q4: 635,495 shares; 2025Q1: 656,177 shares; 2025Q2: 654,680 shares; 2025Q3: 701,692 shares; 2025Q4: 715,982 shares; 2026Q1: 718,274 shares; 2026Q2: 730,608 shares 730,608 $56M 10.49% +12,334 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415,028 shares; 2024Q4: 421,937 shares; 2025Q1: 419,818 shares; 2025Q2: 409,595 shares; 2025Q3: 403,175 shares; 2025Q4: 403,814 shares; 2026Q1: 395,336 shares; 2026Q2: 396,052 shares 396,052 $38.3M 7.16% +716 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,363 shares; 2024Q4: 101,217 shares; 2025Q1: 101,901 shares; 2025Q2: 104,576 shares; 2025Q3: 104,806 shares; 2025Q4: 107,765 shares; 2026Q1: 108,081 shares; 2026Q2: 434,525 shares 434,525 $35M 6.55% +326,444 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: 274,170 shares; 2024Q4: 557,063 shares; 2025Q1: 591,511 shares; 2025Q2: 600,233 shares; 2025Q3: 648,670 shares; 2025Q4: 670,057 shares; 2026Q1: 672,336 shares; 2026Q2: 672,128 shares 672,128 $18.6M 3.48% -208 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,623 shares; 2024Q4: 431,825 shares; 2025Q1: 423,169 shares; 2025Q2: 410,836 shares; 2025Q3: 411,460 shares; 2025Q4: 413,182 shares; 2026Q1: 383,487 shares; 2026Q2: 381,052 shares 381,052 $18.5M 3.45% -2,435 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: 100,500 shares; 2024Q4: 100,523 shares; 2025Q1: 104,649 shares; 2025Q2: 111,580 shares; 2025Q3: 110,775 shares; 2025Q4: 110,875 shares; 2026Q1: 107,362 shares; 2026Q2: 104,231 shares 104,231 $15.5M 2.89% -3,131 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,140 shares; 2024Q4: 28,941 shares; 2025Q1: 28,265 shares; 2025Q2: 29,546 shares; 2025Q3: 28,026 shares; 2025Q4: 27,541 shares; 2026Q1: 27,365 shares; 2026Q2: 163,924 shares 163,924 $14.1M 2.64% +136,559 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,448 shares; 2024Q4: 38,891 shares; 2025Q1: 38,959 shares; 2025Q2: 39,214 shares; 2025Q3: 38,567 shares; 2025Q4: 38,537 shares; 2026Q1: 37,639 shares; 2026Q2: 36,449 shares 36,449 $12.5M 2.35% -1,190 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: 28,209 shares; 2024Q4: 28,449 shares; 2025Q1: 30,642 shares; 2025Q2: 32,082 shares; 2025Q3: 32,942 shares; 2025Q4: 64,773 shares; 2026Q1: 64,321 shares; 2026Q2: 64,756 shares 64,756 $12.3M 2.31% +435 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,804 shares; 2024Q4: 54,735 shares; 2025Q1: 54,818 shares; 2025Q2: 59,324 shares; 2025Q3: 55,785 shares; 2025Q4: 55,066 shares; 2026Q1: 55,315 shares; 2026Q2: 55,009 shares 55,009 $12M 2.24% -306 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: 186,581 shares; 2024Q4: 188,382 shares; 2025Q1: 192,451 shares; 2025Q2: 194,884 shares; 2025Q3: 189,393 shares; 2025Q4: 188,332 shares; 2026Q1: 185,172 shares; 2026Q2: 180,178 shares 180,178 $10.8M 2.01% -4,994 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,531 shares; 2024Q4: 80,980 shares; 2025Q1: 81,162 shares; 2025Q2: 82,638 shares; 2025Q3: 80,703 shares; 2025Q4: 78,869 shares; 2026Q1: 75,847 shares; 2026Q2: 73,273 shares 73,273 $9.12M 1.71% -2,574 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,798 shares; 2024Q4: 62,569 shares; 2025Q1: 62,227 shares; 2025Q2: 62,034 shares; 2025Q3: 59,338 shares; 2025Q4: 58,795 shares; 2026Q1: 58,348 shares; 2026Q2: 57,306 shares 57,306 $7.88M 1.47% -1,042 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: 27,807 shares; 2024Q4: 27,817 shares; 2025Q1: 25,048 shares; 2025Q2: 25,148 shares; 2025Q3: 27,679 shares; 2025Q4: 27,161 shares; 2026Q1: 26,785 shares; 2026Q2: 26,714 shares 26,714 $7.73M 1.45% -71 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: 26,501 shares; 2024Q4: 26,587 shares; 2025Q1: 26,550 shares; 2025Q2: 25,867 shares; 2025Q3: 24,440 shares; 2025Q4: 22,755 shares; 2026Q1: 20,638 shares; 2026Q2: 20,635 shares 20,635 $7.6M 1.42% -3 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,326 shares; 2024Q4: 41,753 shares; 2025Q1: 41,830 shares; 2025Q2: 42,270 shares; 2025Q3: 41,653 shares; 2025Q4: 41,507 shares; 2026Q1: 40,976 shares; 2026Q2: 38,231 shares 38,231 $7.55M 1.41% -2,745 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,512 shares; 2024Q4: 26,123 shares; 2025Q1: 25,363 shares; 2025Q2: 25,348 shares; 2025Q3: 23,632 shares; 2025Q4: 23,353 shares; 2026Q1: 23,451 shares; 2026Q2: 23,462 shares 23,462 $7.19M 1.34% +11 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: 136,807 shares; 2024Q4: 134,087 shares; 2025Q1: 133,369 shares; 2025Q2: 128,846 shares; 2025Q3: 114,265 shares; 2025Q4: 103,421 shares; 2026Q1: 92,892 shares; 2026Q2: 91,204 shares 91,204 $6.89M 1.29% -1,688 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,674 shares; 2024Q4: 80,113 shares; 2025Q1: 79,706 shares; 2025Q2: 76,951 shares; 2025Q3: 75,960 shares; 2025Q4: 77,219 shares; 2026Q1: 78,549 shares; 2026Q2: 80,843 shares 80,843 $6.46M 1.21% +2,294 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: 88,391 shares; 2024Q4: 85,547 shares; 2025Q1: 83,244 shares; 2025Q2: 82,646 shares; 2025Q3: 77,785 shares; 2025Q4: 74,366 shares; 2026Q1: 71,525 shares; 2026Q2: 69,186 shares 69,186 $5.33M 1% -2,339 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,394 shares; 2024Q4: 51,300 shares; 2025Q1: 50,634 shares; 2025Q2: 47,395 shares; 2025Q3: 47,614 shares; 2025Q4: 46,903 shares; 2026Q1: 47,735 shares; 2026Q2: 48,426 shares 48,426 $5.3M 0.99% +691 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,787 shares; 2024Q4: 166,542 shares; 2025Q1: 162,198 shares; 2025Q2: 154,557 shares; 2025Q3: 151,098 shares; 2025Q4: 147,098 shares; 2026Q1: 116,120 shares; 2026Q2: 107,688 shares 107,688 $5.2M 0.97% -8,432 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,860 shares; 2024Q4: 24,785 shares; 2025Q1: 24,500 shares; 2025Q2: 25,291 shares; 2025Q3: 23,882 shares; 2025Q4: 23,752 shares; 2026Q1: 23,384 shares; 2026Q2: 21,775 shares 21,775 $4.94M 0.93% -1,609 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,455 shares; 2024Q4: 36,954 shares; 2025Q1: 36,218 shares; 2025Q2: 36,811 shares; 2025Q3: 36,042 shares; 2025Q4: 35,085 shares; 2026Q1: 35,191 shares; 2026Q2: 34,699 shares 34,699 $4.94M 0.92% -492 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,870 shares; 2024Q4: 68,158 shares; 2025Q1: 68,711 shares; 2025Q2: 67,800 shares; 2025Q3: 63,600 shares; 2025Q4: 61,502 shares; 2026Q1: 60,139 shares; 2026Q2: 59,487 shares 59,487 $4.93M 0.92% -652 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,233 shares; 2024Q4: 64,305 shares; 2025Q1: 65,196 shares; 2025Q2: 69,202 shares; 2025Q3: 67,571 shares; 2025Q4: 68,662 shares; 2026Q1: 65,732 shares; 2026Q2: 64,118 shares 64,118 $4.91M 0.92% -1,614 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,188 shares; 2025Q4: 135,213 shares; 2026Q1: 146,714 shares; 2026Q2: 146,853 shares 146,853 $4.89M 0.91% +139 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,882 shares; 2024Q4: 42,144 shares; 2025Q1: 41,506 shares; 2025Q2: 41,022 shares; 2025Q3: 38,519 shares; 2025Q4: 38,890 shares; 2026Q1: 38,326 shares; 2026Q2: 37,386 shares 37,386 $4.39M 0.82% -940 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: 74,226 shares; 2024Q4: 72,678 shares; 2025Q1: 75,550 shares; 2025Q2: 76,275 shares; 2025Q3: 75,856 shares; 2025Q4: 74,073 shares; 2026Q1: 62,702 shares; 2026Q2: 53,234 shares 53,234 $4.15M 0.78% -9,468 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: 11,210 shares; 2024Q4: 11,396 shares; 2025Q1: 11,173 shares; 2025Q2: 11,246 shares; 2025Q3: 11,154 shares; 2025Q4: 12,666 shares; 2026Q1: 12,666 shares; 2026Q2: 12,666 shares 12,666 $4.15M 0.78% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,146 shares; 2024Q4: 31,558 shares; 2025Q1: 31,386 shares; 2025Q2: 30,854 shares; 2025Q3: 30,403 shares; 2025Q4: 29,946 shares; 2026Q1: 28,662 shares; 2026Q2: 28,034 shares 28,034 $4.14M 0.78% -628 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: 15,851 shares; 2024Q4: 15,701 shares; 2025Q1: 15,201 shares; 2025Q2: 15,114 shares; 2025Q3: 14,743 shares; 2025Q4: 14,142 shares; 2026Q1: 13,800 shares; 2026Q2: 13,133 shares 13,133 $3.95M 0.74% -667 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,179 shares; 2024Q4: 17,942 shares; 2025Q1: 17,910 shares; 2025Q2: 18,048 shares; 2025Q3: 16,798 shares; 2025Q4: 16,747 shares; 2026Q1: 16,000 shares; 2026Q2: 15,573 shares 15,573 $3.78M 0.71% -427 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,648 shares; 2024Q4: 53,793 shares; 2025Q1: 57,146 shares; 2025Q2: 56,981 shares; 2025Q3: 62,193 shares; 2025Q4: 64,298 shares; 2026Q1: 71,434 shares; 2026Q2: 74,809 shares 74,809 $3.76M 0.7% +3,375 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: 13,233 shares; 2024Q4: 12,555 shares; 2025Q1: 12,472 shares; 2025Q2: 14,091 shares; 2025Q3: 13,261 shares; 2025Q4: 14,701 shares; 2026Q1: 14,683 shares; 2026Q2: 14,566 shares 14,566 $3.67M 0.69% -117 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,022 shares; 2024Q4: 9,983 shares; 2025Q1: 9,989 shares; 2025Q2: 10,055 shares; 2025Q3: 9,886 shares; 2025Q4: 9,668 shares; 2026Q1: 9,588 shares; 2026Q2: 8,229 shares 8,229 $3.37M 0.63% -1,359 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: 11,337 shares; 2024Q4: 10,984 shares; 2025Q1: 11,111 shares; 2025Q2: 11,215 shares; 2025Q3: 9,932 shares; 2025Q4: 9,906 shares; 2026Q1: 9,444 shares; 2026Q2: 9,098 shares 9,098 $3.33M 0.62% -346 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: 2,172 shares; 2024Q4: 2,247 shares; 2025Q1: 2,228 shares; 2025Q2: 2,228 shares; 2025Q3: 2,228 shares; 2025Q4: 2,807 shares; 2026Q1: 2,768 shares; 2026Q2: 2,756 shares 2,756 $2.93M 0.55% -12 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: 7,243 shares; 2024Q4: 7,243 shares; 2025Q1: 7,156 shares; 2025Q2: 7,264 shares; 2025Q3: 7,175 shares; 2025Q4: 7,787 shares; 2026Q1: 7,564 shares; 2026Q2: 7,564 shares 7,564 $2.82M 0.53% 0 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: 3,108 shares; 2024Q4: 3,565 shares; 2025Q1: 3,639 shares; 2025Q2: 3,610 shares; 2025Q3: 3,633 shares; 2025Q4: 3,589 shares; 2026Q1: 3,566 shares; 2026Q2: 3,691 shares 3,691 $2.76M 0.52% +125 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,821 shares; 2024Q4: 25,560 shares; 2025Q1: 24,612 shares; 2025Q2: 24,297 shares; 2025Q3: 25,500 shares; 2025Q4: 25,516 shares; 2026Q1: 24,870 shares; 2026Q2: 24,307 shares 24,307 $2.5M 0.47% -563 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: 39,277 shares; 2024Q4: 39,316 shares; 2025Q1: 38,366 shares; 2025Q2: 37,051 shares; 2025Q3: 36,837 shares; 2025Q4: 35,811 shares; 2026Q1: 34,533 shares; 2026Q2: 32,421 shares 32,421 $2.31M 0.43% -2,112 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: 40,852 shares; 2024Q4: 48,379 shares; 2025Q1: 56,937 shares; 2025Q2: 55,741 shares; 2025Q3: 58,296 shares; 2025Q4: 60,258 shares; 2026Q1: 73,672 shares; 2026Q2: 81,081 shares 81,081 $2.3M 0.43% +7,409 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: 11,088 shares; 2024Q4: 11,307 shares; 2025Q1: 10,656 shares; 2025Q2: 10,230 shares; 2025Q3: 9,964 shares; 2025Q4: 9,083 shares; 2026Q1: 7,083 shares; 2026Q2: 6,986 shares 6,986 $2.12M 0.4% -97 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,651 shares; 2024Q4: 10,870 shares; 2025Q1: 10,919 shares; 2025Q2: 11,169 shares; 2025Q3: 12,539 shares; 2025Q4: 12,489 shares; 2026Q1: 12,728 shares; 2026Q2: 12,598 shares 12,598 $2.06M 0.39% -130 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: 3,897 shares; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 3,495 shares; 2025Q3: 2,726 shares; 2025Q4: 2,726 shares; 2026Q1: 2,726 shares; 2026Q2: 2,726 shares 2,726 $1.97M 0.37% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,304 shares; 2024Q4: 44,601 shares; 2025Q1: 43,562 shares; 2025Q2: 44,033 shares; 2025Q3: 23,191 shares; 2025Q4: 44,209 shares; 2026Q1: 43,954 shares; 2026Q2: 43,383 shares 43,383 $1.97M 0.37% -571 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,281 shares; 2024Q4: 12,149 shares; 2025Q1: 11,961 shares; 2025Q2: 11,963 shares; 2025Q3: 11,855 shares; 2025Q4: 11,595 shares; 2026Q1: 11,343 shares; 2026Q2: 10,901 shares 10,901 $1.95M 0.36% -442 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,433 shares; 2024Q4: 14,349 shares; 2025Q1: 14,349 shares; 2025Q2: 14,350 shares; 2025Q3: 14,234 shares; 2025Q4: 14,193 shares; 2026Q1: 13,812 shares; 2026Q2: 13,441 shares 13,441 $1.84M 0.34% -371 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,501 shares; 2024Q4: 29,850 shares; 2025Q1: 30,506 shares; 2025Q2: 30,506 shares; 2025Q3: 32,851 shares; 2025Q4: 31,944 shares; 2026Q1: 35,924 shares; 2026Q2: 37,314 shares 37,314 $1.77M 0.33% +1,390 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: 941 shares; 2024Q4: 980 shares; 2025Q1: 1,173 shares; 2025Q2: 1,295 shares; 2025Q3: 1,264 shares; 2025Q4: 1,285 shares; 2026Q1: 2,215 shares; 2026Q2: 2,572 shares 2,572 $1.77M 0.33% +357 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: 4,861 shares; 2024Q4: 4,975 shares; 2025Q1: 4,841 shares; 2025Q2: 4,798 shares; 2025Q3: 4,755 shares; 2025Q4: 5,604 shares; 2026Q1: 5,594 shares; 2026Q2: 5,594 shares 5,594 $1.76M 0.33% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,021 shares; 2024Q4: 4,034 shares; 2025Q1: 7,586 shares; 2025Q2: 9,747 shares; 2025Q3: 18,444 shares; 2025Q4: 20,899 shares; 2026Q1: 33,119 shares; 2026Q2: 36,974 shares 36,974 $1.73M 0.32% +3,855 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,819 shares; 2025Q3: 14,819 shares; 2025Q4: 14,819 shares; 2026Q1: 14,819 shares; 2026Q2: 14,819 shares 14,819 $1.59M 0.3% 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: 6,008 shares; 2024Q4: 6,233 shares; 2025Q1: 5,570 shares; 2025Q2: 5,924 shares; 2025Q3: 5,866 shares; 2025Q4: 8,353 shares; 2026Q1: 8,353 shares; 2026Q2: 8,353 shares 8,353 $1.58M 0.3% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,615 shares; 2024Q4: 10,615 shares; 2025Q1: 10,142 shares; 2025Q2: 10,035 shares; 2025Q3: 10,035 shares; 2025Q4: 10,035 shares; 2026Q1: 10,035 shares; 2026Q2: 10,035 shares 10,035 $1.47M 0.27% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,110 shares; 2024Q4: 14,991 shares; 2025Q1: 20,526 shares; 2025Q2: 20,282 shares; 2025Q3: 20,360 shares; 2025Q4: 20,516 shares; 2026Q1: 26,760 shares; 2026Q2: 27,098 shares 27,098 $1.37M 0.26% +338 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: 5,328 shares; 2024Q4: 5,952 shares; 2025Q1: 6,452 shares; 2025Q2: 6,703 shares; 2025Q3: 6,552 shares; 2025Q4: 6,553 shares; 2026Q1: 6,553 shares; 2026Q2: 6,603 shares 6,603 $1.32M 0.25% +50 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,268 shares; 2024Q4: 22,275 shares; 2025Q1: 21,666 shares; 2025Q2: 21,808 shares; 2025Q3: 22,674 shares; 2025Q4: 22,712 shares; 2026Q1: 22,631 shares; 2026Q2: 21,893 shares 21,893 $1.22M 0.23% -738 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: 4,236 shares; 2024Q4: 4,236 shares; 2025Q1: 4,244 shares; 2025Q2: 4,264 shares; 2025Q3: 4,237 shares; 2025Q4: 4,237 shares; 2026Q1: 4,238 shares; 2026Q2: 4,238 shares 4,238 $1.19M 0.22% 0 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: 5,875 shares; 2024Q4: 5,875 shares; 2025Q1: 4,901 shares; 2025Q2: 4,863 shares; 2025Q3: 4,863 shares; 2025Q4: 4,863 shares; 2026Q1: 4,863 shares; 2026Q2: 4,863 shares 4,863 $1.15M 0.22% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,806 shares; 2024Q4: 2,841 shares; 2025Q1: 2,790 shares; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: 3,834 shares; 2026Q1: 3,834 shares; 2026Q2: 3,834 shares 3,834 $1.13M 0.21% 0 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: 4,165 shares; 2024Q4: 4,365 shares; 2025Q1: 3,155 shares; 2025Q2: 3,190 shares; 2025Q3: 3,308 shares; 2025Q4: 4,440 shares; 2026Q1: 4,440 shares; 2026Q2: 4,440 shares 4,440 $1.13M 0.21% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,586 shares; 2024Q4: 1,586 shares; 2025Q1: 1,548 shares; 2025Q2: 6,541 shares; 2025Q3: 6,469 shares; 2025Q4: 6,469 shares; 2026Q1: 6,469 shares; 2026Q2: 6,469 shares 6,469 $986K 0.18% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,374 shares; 2024Q4: 3,374 shares; 2025Q1: 3,281 shares; 2025Q2: 3,281 shares; 2025Q3: 3,281 shares; 2025Q4: 3,281 shares; 2026Q1: 3,281 shares; 2026Q2: 3,281 shares 3,281 $977K 0.18% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,914 shares; 2024Q4: 1,914 shares; 2025Q1: 1,884 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 2,391 shares; 2026Q1: 2,345 shares; 2026Q2: 2,207 shares 2,207 $920K 0.17% -138 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: 3,542 shares; 2024Q4: 3,547 shares; 2025Q1: 3,326 shares; 2025Q2: 3,326 shares; 2025Q3: 3,326 shares; 2025Q4: 3,326 shares; 2026Q1: 3,326 shares; 2026Q2: 3,298 shares 3,298 $919K 0.17% -28 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: 13,153 shares; 2024Q4: 13,360 shares; 2025Q1: 11,185 shares; 2025Q2: 12,527 shares; 2025Q3: 12,307 shares; 2025Q4: 12,317 shares; 2026Q1: 11,417 shares; 2026Q2: 10,122 shares 10,122 $918K 0.17% -1,295 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: 7,076 shares; 2024Q4: 7,076 shares; 2025Q1: 6,870 shares; 2025Q2: 6,870 shares; 2025Q3: 6,770 shares; 2025Q4: 6,770 shares; 2026Q1: 6,770 shares; 2026Q2: 6,408 shares 6,408 $895K 0.17% -362 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: 7,395 shares; 2024Q4: 7,780 shares; 2025Q1: 7,294 shares; 2025Q2: 7,294 shares; 2025Q3: 7,294 shares; 2025Q4: 7,294 shares; 2026Q1: 7,294 shares; 2026Q2: 7,294 shares 7,294 $857K 0.16% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,755 shares; 2024Q4: 5,337 shares; 2025Q1: 4,641 shares; 2025Q2: 4,273 shares; 2025Q3: 5,008 shares; 2025Q4: 4,593 shares; 2026Q1: 3,993 shares; 2026Q2: 3,543 shares 3,543 $844K 0.16% -450 Timeline SPYM 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: 9,496 shares; 2024Q4: 8,696 shares; 2025Q1: 8,696 shares; 2025Q2: 8,696 shares; 2025Q3: 9,501 shares; 2025Q4: 8,918 shares; 2026Q1: 8,995 shares; 2026Q2: 9,061 shares 9,061 $796K 0.15% +66 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,020 shares; 2024Q4: 7,020 shares; 2025Q1: 7,020 shares; 2025Q2: 7,020 shares; 2025Q3: 7,020 shares; 2025Q4: 7,020 shares; 2026Q1: 7,020 shares; 2026Q2: 7,020 shares 7,020 $774K 0.14% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.14% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,871 shares; 2024Q4: 14,577 shares; 2025Q1: 14,331 shares; 2025Q2: 13,693 shares; 2025Q3: 13,488 shares; 2025Q4: 11,686 shares; 2026Q1: 10,958 shares; 2026Q2: 10,793 shares 10,793 $738K 0.14% -165 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: 2,069 shares; 2024Q4: 2,159 shares; 2025Q1: 2,028 shares; 2025Q2: 2,028 shares; 2025Q3: 2,028 shares; 2025Q4: 3,267 shares; 2026Q1: 3,267 shares; 2026Q2: 3,267 shares 3,267 $688K 0.13% 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: 1,073 shares; 2024Q4: 1,073 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,458 shares; 2026Q1: 1,458 shares; 2026Q2: 1,368 shares 1,368 $686K 0.13% -90 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: 1,003 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,030 shares; 2025Q3: 1,103 shares; 2025Q4: 1,103 shares; 2026Q1: 1,103 shares; 2026Q2: 1,293 shares 1,293 $647K 0.12% +190 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 31 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 1,380 shares; 2026Q1: 995 shares; 2026Q2: 995 shares 995 $631K 0.12% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,021 shares; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $595K 0.11% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 1,688 shares; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: 1,681 shares; 2025Q4: 1,677 shares; 2026Q1: 1,523 shares; 2026Q2: 1,510 shares 1,510 $595K 0.11% -13 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,036 shares; 2024Q4: 6,036 shares; 2025Q1: 6,036 shares; 2025Q2: 6,036 shares; 2025Q3: 6,509 shares; 2025Q4: 6,186 shares; 2026Q1: 6,186 shares; 2026Q2: 6,186 shares 6,186 $592K 0.11% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,817 shares; 2024Q4: 12,817 shares; 2025Q1: 12,572 shares; 2025Q2: 12,572 shares; 2025Q3: 12,572 shares; 2025Q4: 12,572 shares; 2026Q1: 12,572 shares; 2026Q2: 12,572 shares 12,572 $590K 0.11% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,070 shares; 2024Q4: 9,869 shares; 2025Q1: 9,869 shares; 2025Q2: 9,824 shares; 2025Q3: 8,275 shares; 2025Q4: 8,177 shares; 2026Q1: 7,149 shares; 2026Q2: 6,922 shares 6,922 $580K 0.11% -227 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,159 shares; 2024Q4: 23,478 shares; 2025Q1: 20,452 shares; 2025Q2: 19,943 shares; 2025Q3: 17,507 shares; 2025Q4: 16,132 shares; 2026Q1: 14,991 shares; 2026Q2: 13,893 shares 13,893 $561K 0.11% -1,098 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: 1,517 shares; 2024Q4: 1,517 shares; 2025Q1: 1,517 shares; 2025Q2: 1,626 shares; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares; 2026Q1: 1,517 shares; 2026Q2: 1,500 shares 1,500 $536K 0.1% -17 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: 6,751 shares; 2024Q4: 6,710 shares; 2025Q1: 3,554 shares; 2025Q2: 3,533 shares; 2025Q3: 4,011 shares; 2025Q4: 4,475 shares; 2026Q1: 4,475 shares; 2026Q2: 4,154 shares 4,154 $534K 0.1% -321 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,584 shares; 2024Q4: 5,562 shares; 2025Q1: 5,305 shares; 2025Q2: 4,775 shares; 2025Q3: 4,494 shares; 2025Q4: 8,483 shares; 2026Q1: 9,901 shares; 2026Q2: 10,146 shares 10,146 $516K 0.1% +245 Timeline SPTS 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: 9,064 shares; 2024Q4: 10,788 shares; 2025Q1: 11,385 shares; 2025Q2: 11,197 shares; 2025Q3: 14,335 shares; 2025Q4: 14,934 shares; 2026Q1: 14,716 shares; 2026Q2: 17,202 shares 17,202 $499K 0.09% +2,486 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: 835 shares; 2024Q4: 853 shares; 2025Q1: 861 shares; 2025Q2: 866 shares; 2025Q3: 1,228 shares; 2025Q4: 1,225 shares; 2026Q1: 1,299 shares; 2026Q2: 1,275 shares 1,275 $472K 0.09% -24 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 636 shares 636 $468K 0.09% +351 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,274 shares; 2024Q4: 3,274 shares; 2025Q1: 3,085 shares; 2025Q2: 3,007 shares; 2025Q3: 2,970 shares; 2025Q4: 2,970 shares; 2026Q1: 2,918 shares; 2026Q2: 2,777 shares 2,777 $457K 0.09% -141 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 3,107 shares; 2025Q3: 3,107 shares; 2025Q4: 3,107 shares; 2026Q1: 3,107 shares; 2026Q2: 3,072 shares 3,072 $451K 0.08% -35 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: 3,699 shares; 2024Q4: 3,699 shares; 2025Q1: 3,694 shares; 2025Q2: 3,246 shares; 2025Q3: 3,193 shares; 2025Q4: 3,193 shares; 2026Q1: 3,203 shares; 2026Q2: 3,208 shares 3,208 $434K 0.08% +5 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: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,232 shares; 2025Q2: 1,241 shares; 2025Q3: 1,214 shares; 2025Q4: 1,315 shares; 2026Q1: 1,214 shares; 2026Q2: 1,214 shares 1,214 $428K 0.08% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 813 shares; 2025Q4: 813 shares; 2026Q1: 813 shares; 2026Q2: 813 shares 813 $414K 0.08% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,625 shares; 2024Q4: 2,626 shares; 2025Q1: 2,747 shares; 2025Q2: 2,678 shares; 2025Q3: 3,317 shares; 2025Q4: 3,157 shares; 2026Q1: 3,033 shares; 2026Q2: 2,957 shares 2,957 $404K 0.08% -76 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: 2,066 shares; 2024Q4: 2,069 shares; 2025Q1: 2,044 shares; 2025Q2: 2,046 shares; 2025Q3: 2,047 shares; 2025Q4: 1,874 shares; 2026Q1: 1,739 shares; 2026Q2: 1,740 shares 1,740 $398K 0.07% +1 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: 1,609 shares; 2024Q4: 1,609 shares; 2025Q1: 1,609 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,609 shares; 2026Q1: 1,609 shares; 2026Q2: 1,438 shares 1,438 $391K 0.07% -171 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: 1,416 shares; 2024Q4: 1,195 shares; 2025Q1: 1,148 shares; 2025Q2: 1,148 shares; 2025Q3: 1,548 shares; 2025Q4: 1,415 shares; 2026Q1: 1,415 shares; 2026Q2: 1,415 shares 1,415 $382K 0.07% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,770 shares; 2024Q4: 5,770 shares; 2025Q1: 5,864 shares; 2025Q2: 5,864 shares; 2025Q3: 5,864 shares; 2025Q4: 5,950 shares; 2026Q1: 5,950 shares; 2026Q2: 6,940 shares 6,940 $380K 0.07% +990 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,212 shares; 2024Q4: 2,290 shares; 2025Q1: 2,298 shares; 2025Q2: 2,325 shares; 2025Q3: 2,228 shares; 2025Q4: 2,228 shares; 2026Q1: 2,298 shares; 2026Q2: 2,282 shares 2,282 $375K 0.07% -16 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,173 shares; 2025Q3: 8,173 shares; 2025Q4: 8,173 shares; 2026Q1: 8,173 shares; 2026Q2: 8,173 shares 8,173 $366K 0.07% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,924 shares; 2024Q4: 36,924 shares; 2025Q1: 36,924 shares; 2025Q2: 36,924 shares; 2025Q3: 36,924 shares; 2025Q4: 36,924 shares; 2026Q1: 36,924 shares; 2026Q2: 36,924 shares 36,924 $362K 0.07% 0 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: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 132 shares; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $354K 0.07% 0 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: 220 shares; 2024Q4: 228 shares; 2025Q1: 230 shares; 2025Q2: 247 shares; 2025Q3: 354 shares; 2025Q4: 287 shares; 2026Q1: 287 shares; 2026Q2: 287 shares 287 $344K 0.06% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,451 shares; 2024Q4: 11,451 shares; 2025Q1: 11,451 shares; 2025Q2: 11,451 shares; 2025Q3: 7,707 shares; 2025Q4: 7,707 shares; 2026Q1: 7,707 shares; 2026Q2: 7,707 shares 7,707 $337K 0.06% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 2,537 shares; 2026Q1: not reported; 2026Q2: 3,179 shares 3,179 $314K 0.06% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357 shares; 2024Q4: 382 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 611 shares; 2026Q1: 611 shares; 2026Q2: 585 shares 585 $308K 0.06% -26 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: 4,766 shares; 2024Q4: 4,766 shares; 2025Q1: 4,766 shares; 2025Q2: 5,395 shares; 2025Q3: 5,560 shares; 2025Q4: 5,321 shares; 2026Q1: 5,325 shares; 2026Q2: 5,326 shares 5,326 $307K 0.06% +1 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,352 shares; 2024Q4: 8,416 shares; 2025Q1: 6,313 shares; 2025Q2: 6,337 shares; 2025Q3: 6,249 shares; 2025Q4: 6,249 shares; 2026Q1: 6,249 shares; 2026Q2: 6,249 shares 6,249 $304K 0.06% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 305 shares; 2025Q2: 317 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $303K 0.06% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,133 shares; 2024Q4: 2,133 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,109 shares; 2026Q1: 2,109 shares; 2026Q2: 2,109 shares 2,109 $289K 0.05% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares; 2026Q2: 2,368 shares 2,368 $283K 0.05% +2,072 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,368 shares; 2024Q4: 4,368 shares; 2025Q1: 4,368 shares; 2025Q2: 4,368 shares; 2025Q3: 4,280 shares; 2025Q4: 4,280 shares; 2026Q1: 4,213 shares; 2026Q2: 4,213 shares 4,213 $283K 0.05% 0 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: 2,401 shares; 2024Q4: 2,401 shares; 2025Q1: 2,488 shares; 2025Q2: 2,575 shares; 2025Q3: 2,489 shares; 2025Q4: 2,489 shares; 2026Q1: 2,490 shares; 2026Q2: 2,490 shares 2,490 $282K 0.05% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,699 shares; 2024Q4: 2,724 shares; 2025Q1: 2,698 shares; 2025Q2: 2,589 shares; 2025Q3: 2,589 shares; 2025Q4: 2,592 shares; 2026Q1: 2,592 shares; 2026Q2: 2,595 shares 2,595 $270K 0.05% +3 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: 10,092 shares; 2024Q4: 10,452 shares; 2025Q1: 10,604 shares; 2025Q2: 10,354 shares; 2025Q3: 1,736 shares; 2025Q4: 1,512 shares; 2026Q1: 1,499 shares; 2026Q2: 1,646 shares 1,646 $261K 0.05% +147 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: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $238K 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: 2,905 shares; 2024Q4: 2,905 shares; 2025Q1: 2,950 shares; 2025Q2: 2,905 shares; 2025Q3: 2,905 shares; 2025Q4: 2,905 shares; 2026Q1: 2,905 shares; 2026Q2: 2,905 shares 2,905 $233K 0.04% 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: 2,628 shares; 2024Q4: 2,311 shares; 2025Q1: 1,996 shares; 2025Q2: 1,842 shares; 2025Q3: 1,266 shares; 2025Q4: 1,668 shares; 2026Q1: 1,532 shares; 2026Q2: 1,169 shares 1,169 $223K 0.04% -363 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 519 shares; 2026Q1: 519 shares; 2026Q2: 519 shares 519 $221K 0.04% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $217K 0.04% 0 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: 899 shares; 2024Q4: 903 shares; 2025Q1: 952 shares; 2025Q2: 1,014 shares; 2025Q3: 2,391 shares; 2025Q4: 1,162 shares; 2026Q1: 1,165 shares; 2026Q2: 1,169 shares 1,169 $211K 0.04% +4 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: 1,287 shares; 2024Q4: 1,289 shares; 2025Q1: 1,269 shares; 2025Q2: 1,272 shares; 2025Q3: 1,274 shares; 2025Q4: 1,277 shares; 2026Q1: 1,279 shares; 2026Q2: 1,282 shares 1,282 $205K 0.04% +3 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: 651 shares; 2024Q4: 651 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 922 shares; 2025Q4: 1,378 shares; 2026Q1: 1,481 shares; 2026Q2: 1,632 shares 1,632 $191K 0.04% +151 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,281 shares; 2025Q4: 1,211 shares; 2026Q1: 1,211 shares; 2026Q2: 1,211 shares 1,211 $189K 0.04% 0 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: 1,100 shares; 2024Q4: 1,101 shares; 2025Q1: 1,090 shares; 2025Q2: 1,457 shares; 2025Q3: 1,464 shares; 2025Q4: 2,544 shares; 2026Q1: 2,413 shares; 2026Q2: 3,387 shares 3,387 $180K 0.03% +974 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $180K 0.03% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 670 shares; 2025Q1: 521 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 502 shares; 2026Q2: 502 shares 502 $177K 0.03% 0 Timeline TFLR 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: 3,105 shares; 2024Q4: 3,297 shares; 2025Q1: 2,292 shares; 2025Q2: 2,292 shares; 2025Q3: 3,102 shares; 2025Q4: 3,237 shares; 2026Q1: 3,333 shares; 2026Q2: 3,408 shares 3,408 $172K 0.03% +75 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $166K 0.03% 0 Timeline XLRE 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: 10,402 shares; 2024Q4: 10,402 shares; 2025Q1: 9,672 shares; 2025Q2: 9,262 shares; 2025Q3: 3,933 shares; 2025Q4: 3,256 shares; 2026Q1: 3,770 shares; 2026Q2: 3,770 shares 3,770 $166K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 722 shares; 2024Q4: 723 shares; 2025Q1: 779 shares; 2025Q2: 872 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 788 shares; 2026Q2: 780 shares 780 $163K 0.03% -8 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: 1,730 shares; 2024Q4: 1,850 shares; 2025Q1: 1,759 shares; 2025Q2: 1,759 shares; 2025Q3: 1,759 shares; 2025Q4: 1,759 shares; 2026Q1: 1,599 shares; 2026Q2: 1,599 shares 1,599 $157K 0.03% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares; 2026Q2: 1,233 shares 1,233 $156K 0.03% 0 Timeline WTAI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,230 shares 3,230 $153K 0.03% new 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: 1,055 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares; 2026Q2: 1,042 shares 1,042 $153K 0.03% -13 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 462 shares 462 $140K 0.03% 0 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,848 shares; 2025Q3: 6,637 shares; 2025Q4: 6,637 shares; 2026Q1: 6,637 shares; 2026Q2: 7,533 shares 7,533 $135K 0.03% +896 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: 1,164 shares; 2024Q4: 1,110 shares; 2025Q1: 1,140 shares; 2025Q2: 1,157 shares; 2025Q3: 790 shares; 2025Q4: 859 shares; 2026Q1: 859 shares; 2026Q2: 791 shares 791 $131K 0.02% -68 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: 1,594 shares; 2024Q4: 1,608 shares; 2025Q1: 1,435 shares; 2025Q2: 1,447 shares; 2025Q3: 3,738 shares; 2025Q4: 1,779 shares; 2026Q1: 1,793 shares; 2026Q2: 1,804 shares 1,804 $130K 0.02% +11 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 477 shares; 2026Q1: 477 shares; 2026Q2: 477 shares 477 $129K 0.02% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,832 shares; 2025Q4: 4,832 shares; 2026Q1: 4,832 shares; 2026Q2: 4,832 shares 4,832 $128K 0.02% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 409 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares; 2026Q2: 332 shares 332 $125K 0.02% -23 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,209 shares; 2026Q2: 2,209 shares 2,209 $125K 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: 1,909 shares; 2024Q4: 1,911 shares; 2025Q1: 1,823 shares; 2025Q2: 1,746 shares; 2025Q3: 2,136 shares; 2025Q4: 2,136 shares; 2026Q1: 2,136 shares; 2026Q2: 2,136 shares 2,136 $123K 0.02% 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: 212 shares; 2024Q4: 212 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $122K 0.02% 0 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: 221 shares; 2024Q4: 221 shares; 2025Q1: 285 shares; 2025Q2: 356 shares; 2025Q3: 550 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $121K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,430 shares; 2024Q4: 2,430 shares; 2025Q1: 2,430 shares; 2025Q2: 2,430 shares; 2025Q3: 2,430 shares; 2025Q4: 2,430 shares; 2026Q1: 2,430 shares; 2026Q2: 2,430 shares 2,430 $121K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $117K 0.02% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 830 shares; 2026Q2: 830 shares 830 $114K 0.02% 0 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: 1,360 shares; 2024Q4: 1,740 shares; 2025Q1: 451 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 1,535 shares; 2026Q1: 1,535 shares; 2026Q2: 1,220 shares 1,220 $113K 0.02% -315 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $112K 0.02% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,142 shares; 2024Q4: 1,142 shares; 2025Q1: 1,195 shares; 2025Q2: 892 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $110K 0.02% 0 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: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 1,967 shares; 2025Q2: 1,967 shares; 2025Q3: 1,443 shares; 2025Q4: 1,443 shares; 2026Q1: 1,443 shares; 2026Q2: 1,443 shares 1,443 $109K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,634 shares; 2024Q4: 4,634 shares; 2025Q1: 4,512 shares; 2025Q2: 4,512 shares; 2025Q3: 4,512 shares; 2025Q4: 4,512 shares; 2026Q1: 4,512 shares; 2026Q2: 4,512 shares 4,512 $109K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,229 shares; 2024Q4: 4,229 shares; 2025Q1: 4,362 shares; 2025Q2: 5,340 shares; 2025Q3: 10,718 shares; 2025Q4: 5,186 shares; 2026Q1: 5,186 shares; 2026Q2: 5,186 shares 5,186 $107K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,549 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,275 shares 1,275 $105K 0.02% -75 Timeline RDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,763 shares; 2024Q4: 3,763 shares; 2025Q1: 3,762 shares; 2025Q2: 3,762 shares; 2025Q3: 3,762 shares; 2025Q4: 3,762 shares; 2026Q1: 3,762 shares; 2026Q2: 3,762 shares 3,762 $103K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036 shares; 2024Q4: 1,036 shares; 2025Q1: 1,036 shares; 2025Q2: 1,394 shares; 2025Q3: 1,036 shares; 2025Q4: 1,064 shares; 2026Q1: 1,035 shares; 2026Q2: 1,035 shares 1,035 $102K 0.02% 0 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: not reported; 2024Q4: 200 shares; 2025Q1: 235 shares; 2025Q2: 256 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $102K 0.02% 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: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $102K 0.02% 0 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 1,000 shares 1,000 $102K 0.02% new 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: 590 shares 590 $101K 0.02% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,974 shares; 2024Q4: 1,974 shares; 2025Q1: 1,974 shares; 2025Q2: 1,974 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares; 2026Q2: 1,974 shares 1,974 $101K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 244 shares 244 $97.2K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,180 shares; 2024Q4: 6,901 shares; 2025Q1: 17,262 shares; 2025Q2: 16,901 shares; 2025Q3: 16,901 shares; 2025Q4: 16,901 shares; 2026Q1: 6,901 shares; 2026Q2: 6,901 shares 6,901 $95.9K 0.02% 0 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: 800 shares; 2024Q4: 893 shares; 2025Q1: 958 shares; 2025Q2: 800 shares; 2025Q3: 1,928 shares; 2025Q4: 1,496 shares; 2026Q1: 1,160 shares; 2026Q2: 1,160 shares 1,160 $94.3K 0.02% 0 Timeline SLYG 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: 763 shares; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 763 shares; 2026Q2: 763 shares 763 $90.9K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 533 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 457 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $89.9K 0.02% 0 Timeline SLYV 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: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 808 shares 808 $88.2K 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,611 shares; 2025Q2: 1,611 shares; 2025Q3: 1,611 shares; 2025Q4: 1,611 shares; 2026Q1: 1,611 shares; 2026Q2: 1,611 shares 1,611 $87.3K 0.02% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 977 shares; 2024Q4: 893 shares; 2025Q1: 893 shares; 2025Q2: 853 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 648 shares; 2026Q2: 557 shares 557 $85.9K 0.02% -91 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: 873 shares; 2024Q4: 873 shares; 2025Q1: 915 shares; 2025Q2: 873 shares; 2025Q3: 1,113 shares; 2025Q4: 1,878 shares; 2026Q1: 1,113 shares; 2026Q2: 1,113 shares 1,113 $85.1K 0.02% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,766 shares; 2025Q3: 1,766 shares; 2025Q4: 1,766 shares; 2026Q1: 1,766 shares; 2026Q2: 1,766 shares 1,766 $85K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 595 shares 595 $83.3K 0.02% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 902 shares; 2025Q3: 495 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 462 shares 462 $82.9K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 824 shares; 2025Q4: 824 shares; 2026Q1: 824 shares; 2026Q2: 824 shares 824 $78.6K 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: 171 shares; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 855 shares 855 $75.2K 0.01% +684 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: 126 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 211 shares; 2025Q3: 128 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 128 shares 128 $72.3K 0.01% -5 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,285 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 2,347 shares; 2025Q3: 1,590 shares; 2025Q4: 1,285 shares; 2026Q1: 1,285 shares; 2026Q2: 643 shares 643 $71.1K 0.01% -642 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: 1,453 shares; 2024Q4: 1,453 shares; 2025Q1: 757 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares; 2026Q2: 735 shares 735 $70.7K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 777 shares; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 446 shares; 2026Q2: 446 shares 446 $70.6K 0.01% 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: 71 shares; 2025Q1: 74 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $68.3K 0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548 shares; 2024Q4: 743 shares; 2025Q1: 1,049 shares; 2025Q2: 782 shares; 2025Q3: 1,196 shares; 2025Q4: 1,196 shares; 2026Q1: 1,196 shares; 2026Q2: 1,196 shares 1,196 $68.2K 0.01% 0 Timeline VIS 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: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $67.4K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,505 shares; 2024Q4: 3,505 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: 3,505 shares; 2026Q2: 3,505 shares 3,505 $62.1K 0.01% 0 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 165 shares 165 $61.9K 0.01% -15 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: 433 shares; 2024Q4: 633 shares; 2025Q1: 648 shares; 2025Q2: 583 shares; 2025Q3: 988 shares; 2025Q4: 547 shares; 2026Q1: 418 shares; 2026Q2: 418 shares 418 $61.3K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 282 shares 282 $61K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 119 shares; 2025Q2: 95 shares; 2025Q3: 856 shares; 2025Q4: 95 shares; 2026Q1: 725 shares; 2026Q2: 1,053 shares 1,053 $56.5K 0.01% +328 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: 1,374 shares; 2024Q4: 1,376 shares; 2025Q1: 1,346 shares; 2025Q2: 1,349 shares; 2025Q3: 1,352 shares; 2025Q4: 1,354 shares; 2026Q1: 1,357 shares; 2026Q2: 1,360 shares 1,360 $55.6K 0.01% +3 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: 314 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 314 shares 314 $55.1K 0.01% 0 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,104 shares; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares; 2025Q4: 1,104 shares; 2026Q1: 1,104 shares; 2026Q2: 1,104 shares 1,104 $54.2K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 572 shares; 2024Q4: 572 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 437 shares 437 $53.5K 0.01% -97 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: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $52.7K 0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,193 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $52.6K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 623 shares; 2026Q1: 623 shares; 2026Q2: 623 shares 623 $51.3K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 977 shares; 2025Q2: 1,110 shares; 2025Q3: 1,929 shares; 2025Q4: 1,929 shares; 2026Q1: 1,929 shares; 2026Q2: 1,889 shares 1,889 $50.4K 0.01% -40 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 5,000 shares 5,000 $50.1K 0.01% new 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: 100 shares; 2024Q4: 102 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 400 shares 400 $49.7K 0.01% +300 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $49.6K 0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,229 shares; 2024Q4: 2,479 shares; 2025Q1: 2,479 shares; 2025Q2: 2,479 shares; 2025Q3: 1,119 shares; 2025Q4: 1,119 shares; 2026Q1: 1,119 shares; 2026Q2: 1,119 shares 1,119 $49.3K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $47.9K 0.01% 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: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 1,005 shares 1,005 $45.3K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 177 shares; 2025Q2: 189 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $44.7K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 673 shares; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 241 shares; 2026Q2: 241 shares 241 $44.5K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 747 shares; 2024Q4: 747 shares; 2025Q1: 683 shares; 2025Q2: 654 shares; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 654 shares; 2026Q2: 529 shares 529 $41.4K 0.01% -125 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,167 shares; 2024Q4: 1,175 shares; 2025Q1: 1,182 shares; 2025Q2: 1,192 shares; 2025Q3: 1,200 shares; 2025Q4: 1,208 shares; 2026Q1: 1,213 shares; 2026Q2: 1,219 shares 1,219 $41.4K 0.01% +6 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 648 shares 648 $40.6K 0.01% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 506 shares 506 $39.1K 0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 635 shares 635 $38.9K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $37.9K 0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125 shares 125 $37.9K 0.01% new 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: 51 shares; 2024Q4: 51 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $35.7K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 87 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $35.5K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 209 shares 209 $35.5K 0.01% -55 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 457 shares; 2026Q2: 457 shares 457 $34.8K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $33.2K 0.01% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196 shares; 2025Q4: 647 shares; 2026Q1: 647 shares; 2026Q2: 647 shares 647 $33K 0.01% 0 Timeline SPYX 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: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $33K 0.01% 0 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: 145 shares 145 $32.5K 0.01% new 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $32.5K 0.01% 0 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: 145 shares 145 $32.1K 0.01% new 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: 294 shares; 2024Q4: 294 shares; 2025Q1: 407 shares; 2025Q2: 757 shares; 2025Q3: 1,866 shares; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares; 2026Q2: 1,298 shares 1,298 $31.9K 0.01% 0 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,445 shares; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares; 2026Q2: 1,445 shares 1,445 $30.8K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 389 shares; 2026Q1: 87 shares; 2026Q2: 74 shares 74 $30.8K 0.01% -13 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 276 shares; 2026Q2: 276 shares 276 $30.2K 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: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $29.8K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 227 shares; 2025Q2: 201 shares; 2025Q3: 202 shares; 2025Q4: 178 shares; 2026Q1: 179 shares; 2026Q2: 180 shares 180 $29.1K 0.01% +1 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $26.9K 0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $26.8K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $26.6K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 179 shares 179 $26.1K <0.01% +4 Timeline SPHY 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: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,091 shares; 2026Q2: 1,091 shares 1,091 $25.6K <0.01% 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 560 shares; 2025Q3: 562 shares; 2025Q4: 565 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $25.5K <0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 650 shares; 2025Q2: 1,415 shares; 2025Q3: 2,130 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $25.4K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 318 shares; 2025Q4: 28 shares; 2026Q1: 45 shares; 2026Q2: 133 shares 133 $24.7K <0.01% +88 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: 356 shares; 2024Q4: 356 shares; 2025Q1: 377 shares; 2025Q2: 356 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 164 shares 164 $24.6K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $23.9K <0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares 246 $23.7K <0.01% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 526 shares 526 $23.3K <0.01% +319 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 222 shares 222 $23.1K <0.01% new 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 529 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 210 shares 210 $23.1K <0.01% -100 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: 256 shares; 2024Q4: 256 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $22.6K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $22.3K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 142 shares; 2025Q3: 873 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 213 shares 213 $22.1K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 1,023 shares; 2025Q1: 1,023 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 1,005 shares 1,005 $22.1K <0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 1,313 shares; 2026Q1: 1,313 shares; 2026Q2: 1,313 shares 1,313 $21K <0.01% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 198 shares; 2026Q2: 198 shares 198 $21K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 591 shares; 2026Q2: 591 shares 591 $20.9K <0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $20.1K <0.01% 0 Timeline ELVR ELEVRA LITHIUM LTD More: the full row for ELEVRA LITHIUM 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: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares; 2026Q2: 288 shares 288 $19.6K <0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 363 shares 363 $19.4K <0.01% +6 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 622 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 401 shares 401 $19.1K <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 235 shares; 2025Q4: 253 shares; 2026Q1: 261 shares; 2026Q2: 278 shares 278 $18.8K <0.01% +17 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 487 shares 487 $18.1K <0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 6 shares; 2026Q2: 60 shares 60 $18.1K <0.01% +54 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: 320 shares; 2024Q4: 332 shares; 2025Q1: 419 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $17.8K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 64 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $17.7K <0.01% 0 Timeline SNSR 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: 347 shares; 2026Q1: 347 shares; 2026Q2: 347 shares 347 $17.3K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $17K <0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $16.6K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 108 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 89 shares; 2026Q2: 70 shares 70 $16.5K <0.01% -19 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036 shares; 2024Q4: 1,036 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares; 2026Q2: 352 shares 352 $16.4K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 140 shares; 2025Q2: 155 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $16.3K <0.01% 0 Timeline ARKK 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: 202 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $16.3K <0.01% 0 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: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: not reported; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $16.2K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 139 shares; 2025Q2: 78 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares; 2026Q2: 278 shares 278 $16.1K <0.01% 0 Timeline XT 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: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $16K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 1,046 shares; 2025Q3: 484 shares; 2025Q4: 484 shares; 2026Q1: 484 shares; 2026Q2: 484 shares 484 $15.5K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $15.3K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,352 shares; 2025Q2: 1,324 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 149 shares 149 $15.2K <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: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $15.2K <0.01% 0 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: 57 shares; 2024Q4: 57 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $15K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $14.8K <0.01% 0 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 434 shares; 2026Q2: 434 shares 434 $14.8K <0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312 $14.4K <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: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares 174 $14.4K <0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $14.3K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $14.3K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 658 shares; 2026Q1: 658 shares; 2026Q2: 658 shares 658 $14K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $14K <0.01% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 91 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 40 shares 40 $13.7K <0.01% -10 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 162 shares 162 $13.4K <0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 749 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 175 shares 175 $13.3K <0.01% -7 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 337 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $13.2K <0.01% 0 Timeline AIQ 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $13.1K <0.01% 0 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176 shares 176 $12.9K <0.01% new Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 234 shares 234 $12.5K <0.01% new Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 228 shares 228 $12.3K <0.01% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 358 shares 358 $12.2K <0.01% new Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $12.2K <0.01% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 223 shares 223 $12K <0.01% new 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: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $11.7K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 162 shares 162 $11.6K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $11.6K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33 shares 33 $11.3K <0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 126 shares 126 $11.2K <0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares; 2026Q2: 227 shares 227 $11K <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: not reported; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $11K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $10.9K <0.01% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,025 shares; 2024Q4: 14,025 shares; 2025Q1: 14,025 shares; 2025Q2: 14,025 shares; 2025Q3: 14,025 shares; 2025Q4: 14,025 shares; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $10.8K <0.01% new Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156 shares; 2026Q2: 156 shares 156 $10.3K <0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 179 shares 179 $9.85K <0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $9.77K <0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $9.7K <0.01% 0 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: 2,917 shares; 2024Q4: 2,868 shares; 2025Q1: 2,478 shares; 2025Q2: 2,440 shares; 2025Q3: 399 shares; 2025Q4: 181 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $9.64K <0.01% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 197 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 464 shares; 2026Q2: 112 shares 112 $9.44K <0.01% -352 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 221 shares 221 $9.22K <0.01% new Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE 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: not reported; 2026Q1: not reported; 2026Q2: 738 shares 738 $9.03K <0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $8.77K <0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 711 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $8.27K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542 shares; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $8.07K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $7.94K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $7.54K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 90 shares 90 $7.44K <0.01% +75 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $7.35K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $7.19K <0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $7.17K <0.01% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $6.83K <0.01% 0 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: 131 shares; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $6.68K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $6.66K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $6.38K <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: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $6.31K <0.01% 0 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES 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: 291 shares 291 $6.22K <0.01% new 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: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 751 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 28 shares 28 $6.13K <0.01% +1 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $6.12K <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: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $6.06K <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: 636 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $5.93K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 23 shares; 2025Q3: 12 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $5.83K <0.01% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $5.82K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $5.78K <0.01% 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $5.5K <0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29 shares 29 $5.5K <0.01% new Timeline TRS TRIMAS CORP More: the full row for TRIMAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 121 shares 121 $5.46K <0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $5.35K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 226 shares; 2025Q3: 446 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $5.34K <0.01% 0 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 208 shares 208 $5.19K <0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $5.18K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 60 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $5.13K <0.01% 0 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: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $5.09K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 374 shares; 2025Q4: 374 shares; 2026Q1: 374 shares; 2026Q2: 374 shares 374 $4.95K <0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $4.85K <0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $4.74K <0.01% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $4.29K <0.01% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $4.24K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $4.11K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 119 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $4.01K <0.01% 0 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $3.98K <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 643 shares; 2026Q2: 643 shares 643 $3.95K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3.91K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 56 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $3.69K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 29 shares; 2025Q2: 71 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $3.61K <0.01% 0 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: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 301 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 43 shares 43 $3.6K <0.01% +34 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: 22 shares 22 $3.32K <0.01% new 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: 49 shares; 2024Q4: 49 shares; 2025Q1: 55 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $3.32K <0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $3.31K <0.01% 0 Timeline VOXR VOX ROYALTY CORP More: the full row for VOX ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $3.31K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $3.3K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 19 shares 19 $3.23K <0.01% -17 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 90 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $3.18K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $3.03K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $2.98K <0.01% 0 Timeline KCE 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $2.94K <0.01% 0 Timeline VEON VEON LTD More: the full row for VEON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $2.87K <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: 20 shares; 2024Q4: 20 shares; 2025Q1: 33 shares; 2025Q2: 20 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $2.63K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $2.44K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 21 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $2.39K <0.01% 0 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $2.36K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $2.34K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 179 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: 169 shares 169 $2.29K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $2.27K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 36 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $2.12K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 119 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $1.92K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $1.81K <0.01% 0 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $1.61K <0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $1.54K <0.01% 0 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $1.49K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $1.34K <0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $1.27K <0.01% 0 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $1.21K <0.01% 0 Timeline CERS CERUS CORP More: the full row for CERUS 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: 400 shares 400 $1.17K <0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $1.07K <0.01% 0 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $960 <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $939 <0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC 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: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $922 <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: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $911 <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $903 <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: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $887 <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $874 <0.01% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $753 <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 3 shares; 2026Q2: 3 shares 3 $554 <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $520 <0.01% 0 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $502 <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $437 <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: 51 shares; 2026Q2: 11 shares 11 $397 <0.01% -40 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $323 <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 2 shares 2 $250 <0.01% -298 Timeline SNAP SNAP INC More: the full row for SNAP 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: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $190 <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $47 <0.01% 0 Timeline BLNK BLINK CHARGING CO More: the full row for BLINK CHARGING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $23 <0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $11 <0.01% 0 Timeline ATHE ALTERITY THERAPEUTICS LTD More: the full row for ALTERITY THERAPEUTICS 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: 1 shares 1 $6 <0.01% new Timeline