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: not loaded; 2024Q4: 969,010 shares; 2025Q1: 983,573 shares; 2025Q2: 1,040,376 shares; 2025Q3: 1,094,890 shares; 2025Q4: 1,136,405 shares; 2026Q1: 1,155,857 shares; 2026Q2: 1,185,830 shares 1,185,830 $104M 13.6% +29,973 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: not loaded; 2024Q4: 132,614 shares; 2025Q1: 135,919 shares; 2025Q2: 143,351 shares; 2025Q3: 159,195 shares; 2025Q4: 172,154 shares; 2026Q1: 175,069 shares; 2026Q2: 181,557 shares 181,557 $43M 5.61% +6,488 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 630,908 shares; 2025Q1: 636,973 shares; 2025Q2: 651,171 shares; 2025Q3: 684,343 shares; 2025Q4: 736,390 shares; 2026Q1: 759,580 shares; 2026Q2: 788,528 shares 788,528 $39.7M 5.19% +28,948 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 222,191 shares; 2025Q1: 225,010 shares; 2025Q2: 235,149 shares; 2025Q3: 239,996 shares; 2025Q4: 248,065 shares; 2026Q1: 246,335 shares; 2026Q2: 249,044 shares 249,044 $39.4M 5.14% +2,709 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: not loaded; 2024Q4: 53,090 shares; 2025Q1: 53,721 shares; 2025Q2: 56,144 shares; 2025Q3: 62,817 shares; 2025Q4: 65,500 shares; 2026Q1: 67,777 shares; 2026Q2: 424,148 shares 424,148 $36.5M 4.77% +356,371 Timeline SPIB 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 loaded; 2024Q4: 536,786 shares; 2025Q1: 547,584 shares; 2025Q2: 559,589 shares; 2025Q3: 662,460 shares; 2025Q4: 733,009 shares; 2026Q1: 770,253 shares; 2026Q2: 796,215 shares 796,215 $26.6M 3.48% +25,962 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 603,516 shares; 2025Q1: 617,736 shares; 2025Q2: 664,125 shares; 2025Q3: 603,241 shares; 2025Q4: 518,642 shares; 2026Q1: 486,725 shares; 2026Q2: 456,249 shares 456,249 $26.3M 3.43% -30,476 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 loaded; 2024Q4: 377,412 shares; 2025Q1: 380,046 shares; 2025Q2: 399,113 shares; 2025Q3: 374,141 shares; 2025Q4: 341,144 shares; 2026Q1: 328,133 shares; 2026Q2: 317,015 shares 317,015 $21.4M 2.8% -11,118 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: not loaded; 2024Q4: 78,198 shares; 2025Q1: 77,395 shares; 2025Q2: 75,726 shares; 2025Q3: 75,471 shares; 2025Q4: 72,800 shares; 2026Q1: 71,305 shares; 2026Q2: 70,608 shares 70,608 $20.4M 2.67% -697 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 loaded; 2024Q4: 200,151 shares; 2025Q1: 203,614 shares; 2025Q2: 210,885 shares; 2025Q3: 217,642 shares; 2025Q4: 229,434 shares; 2026Q1: 236,156 shares; 2026Q2: 240,669 shares 240,669 $19.9M 2.6% +4,513 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75,604 shares; 2025Q1: 75,908 shares; 2025Q2: 79,594 shares; 2025Q3: 82,258 shares; 2025Q4: 82,008 shares; 2026Q1: 82,594 shares; 2026Q2: 84,362 shares 84,362 $17.9M 2.34% +1,768 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 150,193 shares; 2025Q1: 154,518 shares; 2025Q2: 162,220 shares; 2025Q3: 151,030 shares; 2025Q4: 151,634 shares; 2026Q1: 145,382 shares; 2026Q2: 143,137 shares 143,137 $16.3M 2.13% -2,245 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,690 shares; 2025Q1: 30,689 shares; 2025Q2: 30,902 shares; 2025Q3: 31,117 shares; 2025Q4: 61,354 shares; 2026Q1: 60,424 shares; 2026Q2: 59,069 shares 59,069 $11.3M 1.47% -1,355 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 115,964 shares; 2025Q1: 117,323 shares; 2025Q2: 121,058 shares; 2025Q3: 124,088 shares; 2025Q4: 135,073 shares; 2026Q1: 138,627 shares; 2026Q2: 142,016 shares 142,016 $11.1M 1.44% +3,389 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: not loaded; 2024Q4: 31,300 shares; 2025Q1: 31,025 shares; 2025Q2: 30,752 shares; 2025Q3: 30,348 shares; 2025Q4: 29,610 shares; 2026Q1: 29,158 shares; 2026Q2: 29,080 shares 29,080 $10.8M 1.42% -78 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,396 shares; 2025Q1: 19,426 shares; 2025Q2: 24,005 shares; 2025Q3: 26,544 shares; 2025Q4: 28,974 shares; 2026Q1: 28,724 shares; 2026Q2: 28,907 shares 28,907 $10.7M 1.4% +183 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: not loaded; 2024Q4: 96,741 shares; 2025Q1: 106,761 shares; 2025Q2: 122,236 shares; 2025Q3: 124,558 shares; 2025Q4: 122,983 shares; 2026Q1: 124,712 shares; 2026Q2: 126,951 shares 126,951 $9.62M 1.26% +2,239 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: not loaded; 2024Q4: 26,361 shares; 2025Q1: 26,271 shares; 2025Q2: 25,979 shares; 2025Q3: 25,936 shares; 2025Q4: 25,056 shares; 2026Q1: 24,278 shares; 2026Q2: 23,762 shares 23,762 $8.49M 1.11% -516 Timeline VUSB 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 loaded; 2024Q4: 116,158 shares; 2025Q1: 117,790 shares; 2025Q2: 119,863 shares; 2025Q3: 118,523 shares; 2025Q4: 133,301 shares; 2026Q1: 157,446 shares; 2026Q2: 161,976 shares 161,976 $8.06M 1.05% +4,530 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: not loaded; 2024Q4: 10,793 shares; 2025Q1: 10,707 shares; 2025Q2: 10,669 shares; 2025Q3: 10,664 shares; 2025Q4: 10,434 shares; 2026Q1: 10,505 shares; 2026Q2: 10,503 shares 10,503 $7.73M 1.01% -2 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: not loaded; 2024Q4: 10,156 shares; 2025Q1: 10,073 shares; 2025Q2: 10,049 shares; 2025Q3: 10,072 shares; 2025Q4: 10,130 shares; 2026Q1: 10,121 shares; 2026Q2: 10,075 shares 10,075 $7.52M 0.98% -46 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: not loaded; 2024Q4: 21,462 shares; 2025Q1: 21,244 shares; 2025Q2: 21,087 shares; 2025Q3: 20,951 shares; 2025Q4: 20,677 shares; 2026Q1: 20,550 shares; 2026Q2: 20,446 shares 20,446 $7.01M 0.92% -104 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: not loaded; 2024Q4: 6,045 shares; 2025Q1: 5,984 shares; 2025Q2: 6,029 shares; 2025Q3: 5,973 shares; 2025Q4: 5,851 shares; 2026Q1: 5,823 shares; 2026Q2: 5,653 shares 5,653 $6.78M 0.89% -170 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 10,965 shares; 2025Q4: 17,295 shares; 2026Q1: 19,740 shares; 2026Q2: 23,110 shares 23,110 $6.32M 0.83% +3,370 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,622 shares; 2025Q1: 22,289 shares; 2025Q2: 21,839 shares; 2025Q3: 21,689 shares; 2025Q4: 21,689 shares; 2026Q1: 21,689 shares; 2026Q2: 21,725 shares 21,725 $5.55M 0.72% +36 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 165,270 shares; 2025Q1: 173,845 shares; 2025Q2: 183,085 shares; 2025Q3: 197,190 shares; 2025Q4: 212,840 shares; 2026Q1: 222,525 shares; 2026Q2: 226,390 shares 226,390 $5.48M 0.72% +3,865 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: not loaded; 2024Q4: 22,775 shares; 2025Q1: 22,540 shares; 2025Q2: 22,617 shares; 2025Q3: 22,841 shares; 2025Q4: 22,312 shares; 2026Q1: 21,953 shares; 2026Q2: 21,759 shares 21,759 $5.19M 0.68% -194 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: not loaded; 2024Q4: 18,427 shares; 2025Q1: 17,577 shares; 2025Q2: 34,277 shares; 2025Q3: 34,627 shares; 2025Q4: 80,422 shares; 2026Q1: 90,422 shares; 2026Q2: 101,475 shares 101,475 $5.18M 0.68% +11,053 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,511 shares; 2025Q1: 18,183 shares; 2025Q2: 18,226 shares; 2025Q3: 18,076 shares; 2025Q4: 17,421 shares; 2026Q1: 17,311 shares; 2026Q2: 17,228 shares 17,228 $5.18M 0.68% -83 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 182,645 shares; 2025Q1: 203,820 shares; 2025Q2: 219,505 shares; 2025Q3: 223,280 shares; 2025Q4: 227,620 shares; 2026Q1: 225,705 shares; 2026Q2: 211,905 shares 211,905 $5.13M 0.67% -13,800 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 119,055 shares; 2025Q1: 140,855 shares; 2025Q2: 157,900 shares; 2025Q3: 169,585 shares; 2025Q4: 186,105 shares; 2026Q1: 201,975 shares; 2026Q2: 200,155 shares 200,155 $5.05M 0.66% -1,820 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: not loaded; 2024Q4: 16,431 shares; 2025Q1: 16,194 shares; 2025Q2: 16,231 shares; 2025Q3: 16,080 shares; 2025Q4: 15,819 shares; 2026Q1: 15,679 shares; 2026Q2: 15,428 shares 15,428 $5.05M 0.66% -251 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: not loaded; 2024Q4: 15,225 shares; 2025Q1: 14,870 shares; 2025Q2: 14,776 shares; 2025Q3: 14,667 shares; 2025Q4: 14,576 shares; 2026Q1: 14,396 shares; 2026Q2: 14,172 shares 14,172 $5.01M 0.65% -224 Timeline GRDN GUARDIAN PHARMACY SVCS INC More: the full row for GUARDIAN PHARMACY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101,127 shares 101,127 $4.23M 0.55% new Timeline PSK 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 loaded; 2024Q4: 290,655 shares; 2025Q1: 293,603 shares; 2025Q2: 286,753 shares; 2025Q3: 181,921 shares; 2025Q4: 138,280 shares; 2026Q1: 138,050 shares; 2026Q2: 138,140 shares 138,140 $4.22M 0.55% +90 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,925 shares; 2025Q1: 71,155 shares; 2025Q2: 95,070 shares; 2025Q3: 106,560 shares; 2025Q4: 125,550 shares; 2026Q1: 183,305 shares; 2026Q2: 179,020 shares 179,020 $4.15M 0.54% -4,285 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,450 shares; 2025Q1: 6,230 shares; 2025Q2: 6,205 shares; 2025Q3: 6,192 shares; 2025Q4: 5,932 shares; 2026Q1: 5,848 shares; 2026Q2: 5,751 shares 5,751 $4.04M 0.53% -97 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: not loaded; 2024Q4: 17,553 shares; 2025Q1: 13,384 shares; 2025Q2: 13,264 shares; 2025Q3: 13,035 shares; 2025Q4: 12,544 shares; 2026Q1: 12,306 shares; 2026Q2: 12,235 shares 12,235 $3.11M 0.41% -71 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 103,620 shares; 2025Q1: 97,085 shares; 2025Q2: 98,665 shares; 2025Q3: 102,425 shares; 2025Q4: 97,875 shares; 2026Q1: 96,325 shares; 2026Q2: 100,810 shares 100,810 $3.07M 0.4% +4,485 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,046 shares; 2025Q1: 24,660 shares; 2025Q2: 23,855 shares; 2025Q3: 23,180 shares; 2025Q4: 22,450 shares; 2026Q1: 22,178 shares; 2026Q2: 22,069 shares 22,069 $2.59M 0.34% -109 Timeline VOX 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 loaded; 2024Q4: 15,488 shares; 2025Q1: 15,138 shares; 2025Q2: 14,878 shares; 2025Q3: 14,773 shares; 2025Q4: 14,132 shares; 2026Q1: 13,867 shares; 2026Q2: 13,657 shares 13,657 $2.51M 0.33% -210 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: not loaded; 2024Q4: 14,735 shares; 2025Q1: 14,615 shares; 2025Q2: 14,160 shares; 2025Q3: 14,135 shares; 2025Q4: 13,568 shares; 2026Q1: 13,351 shares; 2026Q2: 13,320 shares 13,320 $2.46M 0.32% -31 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,882 shares; 2025Q1: 18,877 shares; 2025Q2: 17,537 shares; 2025Q3: 17,162 shares; 2025Q4: 17,672 shares; 2026Q1: 18,157 shares; 2026Q2: 89,015 shares 89,015 $2.44M 0.32% +70,858 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: not loaded; 2024Q4: 8,098 shares; 2025Q1: 7,894 shares; 2025Q2: 7,717 shares; 2025Q3: 7,617 shares; 2025Q4: 7,294 shares; 2026Q1: 7,005 shares; 2026Q2: 6,829 shares 6,829 $2.41M 0.31% -176 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,003 shares; 2025Q1: 9,973 shares; 2025Q2: 10,152 shares; 2025Q3: 10,256 shares; 2025Q4: 20,368 shares; 2026Q1: 20,074 shares; 2026Q2: 20,074 shares 20,074 $2.35M 0.31% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,410 shares; 2025Q1: 27,271 shares; 2025Q2: 31,021 shares; 2025Q3: 30,181 shares; 2025Q4: 31,036 shares; 2026Q1: 30,459 shares; 2026Q2: 23,956 shares 23,956 $2.35M 0.31% -6,503 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 loaded; 2024Q4: 13,559 shares; 2025Q1: 13,299 shares; 2025Q2: 13,071 shares; 2025Q3: 12,916 shares; 2025Q4: 12,708 shares; 2026Q1: 12,550 shares; 2026Q2: 12,485 shares 12,485 $2.31M 0.3% -65 Timeline PFFD 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 loaded; 2024Q4: 122,055 shares; 2025Q1: 117,005 shares; 2025Q2: 125,380 shares; 2025Q3: 123,230 shares; 2025Q4: 120,415 shares; 2026Q1: 119,515 shares; 2026Q2: 121,730 shares 121,730 $2.28M 0.3% +2,215 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: not loaded; 2024Q4: 16,644 shares; 2025Q1: 15,994 shares; 2025Q2: 15,291 shares; 2025Q3: 15,048 shares; 2025Q4: 15,046 shares; 2026Q1: 14,441 shares; 2026Q2: 14,271 shares 14,271 $2.26M 0.3% -170 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,525 shares; 2025Q1: 1,496 shares; 2025Q2: 1,806 shares; 2025Q3: 1,855 shares; 2025Q4: 3,210 shares; 2026Q1: 3,184 shares; 2026Q2: 3,253 shares 3,253 $2.23M 0.29% +69 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: not loaded; 2024Q4: 9,380 shares; 2025Q1: 9,809 shares; 2025Q2: 9,777 shares; 2025Q3: 9,512 shares; 2025Q4: 9,972 shares; 2026Q1: 10,124 shares; 2026Q2: 10,116 shares 10,116 $2.2M 0.29% -8 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: not loaded; 2024Q4: 47,153 shares; 2025Q1: 48,837 shares; 2025Q2: 47,503 shares; 2025Q3: 46,062 shares; 2025Q4: 42,427 shares; 2026Q1: 41,507 shares; 2026Q2: 40,787 shares 40,787 $2.19M 0.29% -720 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,806 shares; 2025Q1: 27,156 shares; 2025Q2: 24,526 shares; 2025Q3: 23,911 shares; 2025Q4: 21,286 shares; 2026Q1: 20,051 shares; 2026Q2: 19,790 shares 19,790 $2.16M 0.28% -261 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: not loaded; 2024Q4: 11,024 shares; 2025Q1: 11,218 shares; 2025Q2: 11,614 shares; 2025Q3: 11,641 shares; 2025Q4: 10,539 shares; 2026Q1: 10,628 shares; 2026Q2: 10,768 shares 10,768 $2.15M 0.28% +140 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: not loaded; 2024Q4: 3,623 shares; 2025Q1: 3,623 shares; 2025Q2: 3,629 shares; 2025Q3: 3,638 shares; 2025Q4: 3,358 shares; 2026Q1: 3,358 shares; 2026Q2: 3,358 shares 3,358 $2.13M 0.28% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,117 shares; 2025Q1: 9,917 shares; 2025Q2: 9,682 shares; 2025Q3: 9,347 shares; 2025Q4: 8,616 shares; 2026Q1: 8,479 shares; 2026Q2: 8,457 shares 8,457 $2.13M 0.28% -22 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 189,075 shares; 2025Q2: 189,075 shares; 2025Q3: 189,075 shares; 2025Q4: 189,075 shares; 2026Q1: 189,075 shares; 2026Q2: 189,075 shares 189,075 $2.1M 0.27% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,951 shares; 2025Q1: 17,712 shares; 2025Q2: 17,613 shares; 2025Q3: 17,583 shares; 2025Q4: 17,388 shares; 2026Q1: 16,985 shares; 2026Q2: 16,951 shares 16,951 $2.09M 0.27% -34 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 4,540 shares; 2026Q2: 3,490 shares 3,490 $2.03M 0.26% -1,050 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,487 shares; 2025Q1: 25,167 shares; 2025Q2: 24,282 shares; 2025Q3: 24,021 shares; 2025Q4: 45,670 shares; 2026Q1: 44,805 shares; 2026Q2: 43,960 shares 43,960 $1.99M 0.26% -845 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: not loaded; 2024Q4: 8,577 shares; 2025Q1: 8,372 shares; 2025Q2: 8,401 shares; 2025Q3: 8,328 shares; 2025Q4: 7,452 shares; 2026Q1: 7,254 shares; 2026Q2: 7,211 shares 7,211 $1.95M 0.25% -43 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: not loaded; 2024Q4: 13,048 shares; 2025Q1: 12,209 shares; 2025Q2: 11,958 shares; 2025Q3: 12,048 shares; 2025Q4: 11,548 shares; 2026Q1: 11,390 shares; 2026Q2: 11,291 shares 11,291 $1.87M 0.24% -99 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: not loaded; 2024Q4: 15,495 shares; 2025Q1: 15,780 shares; 2025Q2: 16,324 shares; 2025Q3: 16,243 shares; 2025Q4: 15,725 shares; 2026Q1: 15,725 shares; 2026Q2: 16,217 shares 16,217 $1.84M 0.24% +492 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: not loaded; 2024Q4: 12,961 shares; 2025Q1: 12,094 shares; 2025Q2: 12,168 shares; 2025Q3: 12,511 shares; 2025Q4: 12,462 shares; 2026Q1: 12,347 shares; 2026Q2: 12,311 shares 12,311 $1.68M 0.22% -36 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: not loaded; 2024Q4: 25,491 shares; 2025Q1: 24,791 shares; 2025Q2: 24,314 shares; 2025Q3: 24,459 shares; 2025Q4: 23,059 shares; 2026Q1: 22,564 shares; 2026Q2: 22,459 shares 22,459 $1.65M 0.22% -105 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,620 shares; 2025Q1: 33,395 shares; 2025Q2: 42,045 shares; 2025Q3: 50,715 shares; 2025Q4: 76,460 shares; 2026Q1: 80,515 shares; 2026Q2: 75,205 shares 75,205 $1.64M 0.21% -5,310 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,820 shares; 2025Q1: 1,808 shares; 2025Q2: 1,797 shares; 2025Q3: 1,803 shares; 2025Q4: 1,774 shares; 2026Q1: 1,775 shares; 2026Q2: 1,740 shares 1,740 $1.63M 0.21% -35 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: not loaded; 2024Q4: 11,208 shares; 2025Q1: 11,037 shares; 2025Q2: 11,085 shares; 2025Q3: 11,166 shares; 2025Q4: 11,495 shares; 2026Q1: 11,039 shares; 2026Q2: 11,078 shares 11,078 $1.62M 0.21% +39 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: not loaded; 2024Q4: 13,180 shares; 2025Q1: 13,015 shares; 2025Q2: 17,910 shares; 2025Q3: 19,575 shares; 2025Q4: 17,025 shares; 2026Q1: 16,665 shares; 2026Q2: 16,560 shares 16,560 $1.58M 0.21% -105 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 loaded; 2024Q4: 1,564 shares; 2025Q1: 1,592 shares; 2025Q2: 1,592 shares; 2025Q3: 1,590 shares; 2025Q4: 1,546 shares; 2026Q1: 1,546 shares; 2026Q2: 1,529 shares 1,529 $1.47M 0.19% -17 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,970 shares; 2025Q1: 16,215 shares; 2025Q2: 15,910 shares; 2025Q3: 15,665 shares; 2025Q4: 30,122 shares; 2026Q1: 29,650 shares; 2026Q2: 28,915 shares 28,915 $1.47M 0.19% -735 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,948 shares; 2025Q1: 14,729 shares; 2025Q2: 14,576 shares; 2025Q3: 14,651 shares; 2025Q4: 28,712 shares; 2026Q1: 27,631 shares; 2026Q2: 27,401 shares 27,401 $1.46M 0.19% -230 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,159 shares; 2025Q1: 22,109 shares; 2025Q2: 22,109 shares; 2025Q3: 22,443 shares; 2025Q4: 15,503 shares; 2026Q1: 15,503 shares; 2026Q2: 15,836 shares 15,836 $1.39M 0.18% +333 Timeline FLRN 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 loaded; 2024Q4: 49,740 shares; 2025Q1: 48,015 shares; 2025Q2: 47,385 shares; 2025Q3: 46,115 shares; 2025Q4: 45,400 shares; 2026Q1: 44,960 shares; 2026Q2: 44,675 shares 44,675 $1.38M 0.18% -285 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,644 shares; 2025Q1: 6,548 shares; 2025Q2: 6,538 shares; 2025Q3: 6,498 shares; 2025Q4: 6,398 shares; 2026Q1: 6,233 shares; 2026Q2: 6,162 shares 6,162 $1.36M 0.18% -71 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,803 shares; 2025Q1: 10,578 shares; 2025Q2: 10,578 shares; 2025Q3: 10,186 shares; 2025Q4: 9,914 shares; 2026Q1: 9,771 shares; 2026Q2: 9,167 shares 9,167 $1.34M 0.18% -604 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,346 shares; 2025Q1: 14,376 shares; 2025Q2: 12,686 shares; 2025Q3: 13,426 shares; 2025Q4: 13,880 shares; 2026Q1: 13,635 shares; 2026Q2: 12,715 shares 12,715 $1.28M 0.17% -920 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: not loaded; 2024Q4: 9,300 shares; 2025Q1: 8,989 shares; 2025Q2: 8,399 shares; 2025Q3: 9,508 shares; 2025Q4: 9,288 shares; 2026Q1: 9,286 shares; 2026Q2: 9,348 shares 9,348 $1.27M 0.17% +62 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,516 shares; 2025Q1: 15,949 shares; 2025Q2: 15,914 shares; 2025Q3: 15,914 shares; 2025Q4: 15,634 shares; 2026Q1: 15,634 shares; 2026Q2: 15,412 shares 15,412 $1.27M 0.17% -222 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,672 shares; 2025Q1: 5,672 shares; 2025Q2: 5,597 shares; 2025Q3: 5,597 shares; 2025Q4: 5,597 shares; 2026Q1: 5,597 shares; 2026Q2: 5,597 shares 5,597 $1.26M 0.16% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,054 shares; 2025Q1: 3,897 shares; 2025Q2: 3,804 shares; 2025Q3: 3,665 shares; 2025Q4: 3,476 shares; 2026Q1: 3,449 shares; 2026Q2: 3,433 shares 3,433 $1.24M 0.16% -16 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,903 shares; 2025Q1: 4,833 shares; 2025Q2: 4,724 shares; 2025Q3: 4,701 shares; 2025Q4: 4,526 shares; 2026Q1: 4,537 shares; 2026Q2: 4,463 shares 4,463 $1.21M 0.16% -74 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,941 shares; 2025Q1: 11,033 shares; 2025Q2: 11,068 shares; 2025Q3: 10,898 shares; 2025Q4: 12,068 shares; 2026Q1: 11,478 shares; 2026Q2: 10,571 shares 10,571 $1.17M 0.15% -907 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 711 shares; 2025Q4: 700 shares; 2026Q1: 746 shares; 2026Q2: 1,007 shares 1,007 $1.16M 0.15% +261 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: not loaded; 2024Q4: 819 shares; 2025Q1: 1,014 shares; 2025Q2: 1,176 shares; 2025Q3: 1,184 shares; 2025Q4: 1,134 shares; 2026Q1: 1,087 shares; 2026Q2: 1,077 shares 1,077 $1.15M 0.15% -10 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: not loaded; 2024Q4: 14,782 shares; 2025Q1: 14,407 shares; 2025Q2: 14,407 shares; 2025Q3: 14,372 shares; 2025Q4: 14,003 shares; 2026Q1: 13,963 shares; 2026Q2: 13,913 shares 13,913 $1.13M 0.15% -50 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 loaded; 2024Q4: 2,565 shares; 2025Q1: 2,495 shares; 2025Q2: 2,451 shares; 2025Q3: 2,406 shares; 2025Q4: 2,303 shares; 2026Q1: 2,209 shares; 2026Q2: 2,200 shares 2,200 $1.12M 0.15% -9 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: not loaded; 2024Q4: 13,193 shares; 2025Q1: 13,137 shares; 2025Q2: 12,642 shares; 2025Q3: 12,802 shares; 2025Q4: 12,767 shares; 2026Q1: 12,309 shares; 2026Q2: 14,187 shares 14,187 $1.09M 0.14% +1,878 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,384 shares; 2025Q1: 8,443 shares; 2025Q2: 7,668 shares; 2025Q3: 7,687 shares; 2025Q4: 7,653 shares; 2026Q1: 7,653 shares; 2026Q2: 7,594 shares 7,594 $1.09M 0.14% -59 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 loaded; 2024Q4: 13,874 shares; 2025Q1: 13,596 shares; 2025Q2: 13,516 shares; 2025Q3: 13,486 shares; 2025Q4: 13,383 shares; 2026Q1: 13,168 shares; 2026Q2: 12,998 shares 12,998 $1.08M 0.14% -170 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: not loaded; 2024Q4: 39,388 shares; 2025Q1: 31,602 shares; 2025Q2: 21,657 shares; 2025Q3: 17,262 shares; 2025Q4: 12,631 shares; 2026Q1: 11,091 shares; 2026Q2: 11,021 shares 11,021 $1.06M 0.14% -70 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,059 shares; 2025Q1: 7,877 shares; 2025Q2: 7,752 shares; 2025Q3: 7,407 shares; 2025Q4: 7,045 shares; 2026Q1: 6,945 shares; 2026Q2: 6,296 shares 6,296 $1.03M 0.13% -649 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: not loaded; 2024Q4: 38,656 shares; 2025Q1: 38,814 shares; 2025Q2: 34,744 shares; 2025Q3: 34,629 shares; 2025Q4: 34,628 shares; 2026Q1: 20,820 shares; 2026Q2: 20,592 shares 20,592 $1.03M 0.13% -228 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: not loaded; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 2,461 shares 2,461 $1.01M 0.13% +2,345 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,922 shares; 2025Q3: 1,977 shares; 2025Q4: 2,037 shares; 2026Q1: 2,098 shares; 2026Q2: 2,102 shares 2,102 $1M 0.13% +4 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,897 shares; 2025Q1: 31,482 shares; 2025Q2: 31,482 shares; 2025Q3: 37,782 shares; 2025Q4: 37,755 shares; 2026Q1: 37,621 shares; 2026Q2: 37,621 shares 37,621 $962K 0.13% 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: not loaded; 2024Q4: 7,210 shares; 2025Q1: 6,628 shares; 2025Q2: 6,148 shares; 2025Q3: 6,136 shares; 2025Q4: 5,892 shares; 2026Q1: 5,854 shares; 2026Q2: 5,814 shares 5,814 $941K 0.12% -40 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: not loaded; 2024Q4: 2,358 shares; 2025Q1: 2,363 shares; 2025Q2: 2,271 shares; 2025Q3: 2,156 shares; 2025Q4: 2,054 shares; 2026Q1: 2,057 shares; 2026Q2: 2,262 shares 2,262 $940K 0.12% +205 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: not loaded; 2024Q4: 9,846 shares; 2025Q1: 9,646 shares; 2025Q2: 7,531 shares; 2025Q3: 6,966 shares; 2025Q4: 6,566 shares; 2026Q1: 6,566 shares; 2026Q2: 6,566 shares 6,566 $917K 0.12% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,673 shares; 2025Q3: 4,739 shares; 2025Q4: 4,739 shares; 2026Q1: 4,536 shares; 2026Q2: 4,552 shares 4,552 $913K 0.12% +16 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,153 shares; 2025Q1: 30,738 shares; 2025Q2: 30,738 shares; 2025Q3: 37,038 shares; 2025Q4: 35,825 shares; 2026Q1: 35,693 shares; 2026Q2: 35,693 shares 35,693 $907K 0.12% 0 Timeline SHM 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 loaded; 2024Q4: 14,852 shares; 2025Q1: 14,327 shares; 2025Q2: 13,812 shares; 2025Q3: 18,662 shares; 2025Q4: 18,852 shares; 2026Q1: 18,827 shares; 2026Q2: 18,827 shares 18,827 $903K 0.12% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,300 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 8,700 shares; 2025Q4: 8,825 shares; 2026Q1: 8,785 shares; 2026Q2: 8,351 shares 8,351 $899K 0.12% -434 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: not loaded; 2024Q4: 542 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 959 shares; 2026Q2: 7,512 shares 7,512 $898K 0.12% +6,553 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: not loaded; 2024Q4: 16,706 shares; 2025Q1: 16,578 shares; 2025Q2: 16,563 shares; 2025Q3: 16,378 shares; 2025Q4: 15,260 shares; 2026Q1: 15,272 shares; 2026Q2: 15,754 shares 15,754 $898K 0.12% +482 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: not loaded; 2024Q4: 4,868 shares; 2025Q1: 4,893 shares; 2025Q2: 5,033 shares; 2025Q3: 5,146 shares; 2025Q4: 5,054 shares; 2026Q1: 7,209 shares; 2026Q2: 7,079 shares 7,079 $896K 0.12% -130 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: not loaded; 2024Q4: 9,051 shares; 2025Q1: 8,194 shares; 2025Q2: 8,228 shares; 2025Q3: 7,911 shares; 2025Q4: 7,093 shares; 2026Q1: 7,121 shares; 2026Q2: 6,824 shares 6,824 $877K 0.11% -297 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 935 shares; 2026Q2: 935 shares 935 $867K 0.11% 0 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,720 shares; 2025Q1: 23,230 shares; 2025Q2: 23,535 shares; 2025Q3: 22,470 shares; 2025Q4: 21,810 shares; 2026Q1: 21,810 shares; 2026Q2: 21,250 shares 21,250 $859K 0.11% -560 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $856K 0.11% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,705 shares 3,705 $830K 0.11% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,705 shares 3,705 $819K 0.11% new 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: not loaded; 2024Q4: 1,559 shares; 2025Q1: 1,542 shares; 2025Q2: 1,535 shares; 2025Q3: 1,520 shares; 2025Q4: 1,472 shares; 2026Q1: 1,471 shares; 2026Q2: 1,446 shares 1,446 $815K 0.11% -25 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: not loaded; 2024Q4: 3,822 shares; 2025Q1: 3,822 shares; 2025Q2: 3,856 shares; 2025Q3: 3,856 shares; 2025Q4: 3,856 shares; 2026Q1: 3,856 shares; 2026Q2: 3,866 shares 3,866 $808K 0.11% +10 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: not loaded; 2024Q4: 6,506 shares; 2025Q1: 5,971 shares; 2025Q2: 5,821 shares; 2025Q3: 5,796 shares; 2025Q4: 5,726 shares; 2026Q1: 5,293 shares; 2026Q2: 5,429 shares 5,429 $805K 0.11% +136 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,911 shares; 2025Q1: 30,981 shares; 2025Q2: 30,981 shares; 2025Q3: 37,281 shares; 2025Q4: 32,575 shares; 2026Q1: 31,944 shares; 2026Q2: 29,944 shares 29,944 $768K 0.1% -2,000 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,704 shares; 2025Q1: 7,639 shares; 2025Q2: 7,502 shares; 2025Q3: 7,455 shares; 2025Q4: 7,383 shares; 2026Q1: 7,382 shares; 2026Q2: 7,331 shares 7,331 $762K 0.1% -51 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,585 shares; 2025Q1: 12,210 shares; 2025Q2: 12,210 shares; 2025Q3: 17,352 shares; 2025Q4: 15,717 shares; 2026Q1: 15,683 shares; 2026Q2: 15,683 shares 15,683 $758K 0.1% 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 loaded; 2024Q4: 8,219 shares; 2025Q1: 8,111 shares; 2025Q2: 7,836 shares; 2025Q3: 7,731 shares; 2025Q4: 7,317 shares; 2026Q1: 7,424 shares; 2026Q2: 7,317 shares 7,317 $757K 0.1% -107 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,204 shares; 2025Q1: 7,204 shares; 2025Q2: 6,959 shares; 2025Q3: 6,609 shares; 2025Q4: 6,309 shares; 2026Q1: 6,309 shares; 2026Q2: 6,309 shares 6,309 $740K 0.1% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,065 shares; 2025Q1: 14,590 shares; 2025Q2: 17,873 shares; 2025Q3: 18,355 shares; 2025Q4: 17,293 shares; 2026Q1: 16,317 shares; 2026Q2: 17,465 shares 17,465 $739K 0.1% +1,148 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,331 shares; 2025Q1: 3,392 shares; 2025Q2: 3,392 shares; 2025Q3: 3,367 shares; 2025Q4: 3,324 shares; 2026Q1: 3,324 shares; 2026Q2: 3,266 shares 3,266 $720K 0.09% -58 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,480 shares; 2025Q1: 1,606 shares; 2025Q2: 1,715 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,841 shares; 2026Q2: 1,891 shares 1,891 $714K 0.09% +50 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,321 shares; 2025Q1: 9,321 shares; 2025Q2: 9,321 shares; 2025Q3: 9,321 shares; 2025Q4: 8,115 shares; 2026Q1: 8,714 shares; 2026Q2: 8,714 shares 8,714 $707K 0.09% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,430 shares; 2025Q1: 9,430 shares; 2025Q2: 9,325 shares; 2025Q3: 9,325 shares; 2025Q4: 13,880 shares; 2026Q1: 13,795 shares; 2026Q2: 13,400 shares 13,400 $679K 0.09% -395 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,580 shares 2,580 $672K 0.09% -20 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: not loaded; 2024Q4: 670 shares; 2025Q1: 659 shares; 2025Q2: 660 shares; 2025Q3: 668 shares; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 664 shares 664 $672K 0.09% -12 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,425 shares; 2025Q1: 15,425 shares; 2025Q2: 12,325 shares; 2025Q3: 12,926 shares; 2025Q4: 12,826 shares; 2026Q1: 12,759 shares; 2026Q2: 12,946 shares 12,946 $656K 0.09% +187 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,191 shares; 2025Q1: 4,057 shares; 2025Q2: 4,041 shares; 2025Q3: 3,717 shares; 2025Q4: 3,539 shares; 2026Q1: 3,420 shares; 2026Q2: 3,187 shares 3,187 $653K 0.09% -233 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,275 shares; 2025Q1: 8,275 shares; 2025Q2: 8,275 shares; 2025Q3: 8,275 shares; 2025Q4: 8,450 shares; 2026Q1: 8,215 shares; 2026Q2: 8,215 shares 8,215 $652K 0.09% 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: not loaded; 2024Q4: 23,746 shares; 2025Q1: 23,271 shares; 2025Q2: 22,571 shares; 2025Q3: 22,571 shares; 2025Q4: 20,901 shares; 2026Q1: 19,901 shares; 2026Q2: 20,307 shares 20,307 $649K 0.08% +406 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,008 shares; 2025Q1: 903 shares; 2025Q2: 880 shares; 2025Q3: 840 shares; 2025Q4: 772 shares; 2026Q1: 762 shares; 2026Q2: 862 shares 862 $646K 0.08% +100 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: not loaded; 2024Q4: 10,077 shares; 2025Q1: 10,077 shares; 2025Q2: 10,077 shares; 2025Q3: 11,862 shares; 2025Q4: 12,215 shares; 2026Q1: 12,187 shares; 2026Q2: 12,565 shares 12,565 $636K 0.08% +378 Timeline AVMU 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 loaded; 2024Q4: 12,597 shares; 2025Q1: 12,597 shares; 2025Q2: 9,347 shares; 2025Q3: 15,127 shares; 2025Q4: 13,398 shares; 2026Q1: 13,369 shares; 2026Q2: 13,369 shares 13,369 $623K 0.08% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,453 shares; 2025Q1: 9,090 shares; 2025Q2: 8,293 shares; 2025Q3: 8,225 shares; 2025Q4: 7,908 shares; 2026Q1: 7,870 shares; 2026Q2: 7,676 shares 7,676 $600K 0.08% -194 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: not loaded; 2024Q4: 20,968 shares; 2025Q1: 21,918 shares; 2025Q2: 21,918 shares; 2025Q3: 27,674 shares; 2025Q4: 29,523 shares; 2026Q1: 29,473 shares; 2026Q2: 28,925 shares 28,925 $599K 0.08% -548 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: not loaded; 2024Q4: 7,709 shares; 2025Q1: 7,599 shares; 2025Q2: 7,454 shares; 2025Q3: 7,294 shares; 2025Q4: 7,082 shares; 2026Q1: 7,115 shares; 2026Q2: 6,210 shares 6,210 $598K 0.08% -905 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 1,715 shares 1,715 $591K 0.08% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,074 shares; 2025Q1: 7,809 shares; 2025Q2: 7,559 shares; 2025Q3: 7,484 shares; 2025Q4: 6,774 shares; 2026Q1: 6,324 shares; 2026Q2: 5,974 shares 5,974 $587K 0.08% -350 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,382 shares; 2025Q1: 6,389 shares; 2025Q2: 6,575 shares; 2025Q3: 6,540 shares; 2025Q4: 6,454 shares; 2026Q1: 6,455 shares; 2026Q2: 6,395 shares 6,395 $580K 0.08% -60 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,937 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 1,979 shares; 2025Q4: 1,979 shares; 2026Q1: 1,939 shares; 2026Q2: 2,014 shares 2,014 $572K 0.07% +75 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,400 shares; 2025Q1: 3,690 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 5,515 shares; 2026Q1: 5,515 shares; 2026Q2: 5,515 shares 5,515 $557K 0.07% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,450 shares; 2026Q1: 5,450 shares; 2026Q2: 5,450 shares 5,450 $552K 0.07% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,475 shares; 2025Q1: 8,475 shares; 2025Q2: 8,475 shares; 2025Q3: 8,475 shares; 2025Q4: 8,475 shares; 2026Q1: 22,875 shares; 2026Q2: 22,875 shares 22,875 $539K 0.07% 0 Timeline PZA 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 loaded; 2024Q4: 19,885 shares; 2025Q1: 27,360 shares; 2025Q2: 26,010 shares; 2025Q3: 26,010 shares; 2025Q4: 25,515 shares; 2026Q1: 25,515 shares; 2026Q2: 22,815 shares 22,815 $537K 0.07% -2,700 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: not loaded; 2024Q4: 2,944 shares; 2025Q1: 2,944 shares; 2025Q2: 2,944 shares; 2025Q3: 2,949 shares; 2025Q4: 2,949 shares; 2026Q1: 2,928 shares; 2026Q2: 2,799 shares 2,799 $531K 0.07% -129 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,622 shares; 2025Q1: 6,142 shares; 2025Q2: 5,972 shares; 2025Q3: 5,972 shares; 2025Q4: 5,402 shares; 2026Q1: 5,402 shares; 2026Q2: 5,402 shares 5,402 $519K 0.07% 0 Timeline ZTRE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,925 shares; 2025Q1: 8,925 shares; 2025Q2: 11,325 shares; 2025Q3: 12,325 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares; 2026Q2: 10,200 shares 10,200 $515K 0.07% -1,000 Timeline ZTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,925 shares; 2025Q1: 8,925 shares; 2025Q2: 11,325 shares; 2025Q3: 12,325 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares; 2026Q2: 10,200 shares 10,200 $514K 0.07% -1,000 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: not loaded; 2024Q4: 1,251 shares; 2025Q1: 1,236 shares; 2025Q2: 1,234 shares; 2025Q3: 1,059 shares; 2025Q4: 1,592 shares; 2026Q1: 1,542 shares; 2026Q2: 6,344 shares 6,344 $511K 0.07% +4,802 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: not loaded; 2024Q4: 1,119 shares; 2025Q1: 1,105 shares; 2025Q2: 1,087 shares; 2025Q3: 1,059 shares; 2025Q4: 1,047 shares; 2026Q1: 1,044 shares; 2026Q2: 1,000 shares 1,000 $500K 0.07% -44 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,160 shares; 2025Q1: 26,160 shares; 2025Q2: 27,710 shares; 2025Q3: 27,345 shares; 2025Q4: 27,345 shares; 2026Q1: 27,345 shares; 2026Q2: 24,795 shares 24,795 $486K 0.06% -2,550 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,640 shares; 2025Q1: 4,640 shares; 2025Q2: 4,640 shares; 2025Q3: 4,640 shares; 2025Q4: 4,640 shares; 2026Q1: 4,490 shares; 2026Q2: 4,490 shares 4,490 $481K 0.06% 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: not loaded; 2024Q4: 3,304 shares; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 3,304 shares; 2025Q4: 3,304 shares; 2026Q1: 3,304 shares; 2026Q2: 2,604 shares 2,604 $471K 0.06% -700 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,101 shares; 2025Q1: 1,049 shares; 2025Q2: 1,022 shares; 2025Q3: 997 shares; 2025Q4: 985 shares; 2026Q1: 955 shares; 2026Q2: 910 shares 910 $467K 0.06% -45 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: not loaded; 2024Q4: 4,425 shares; 2025Q1: 4,425 shares; 2025Q2: 4,425 shares; 2025Q3: 4,425 shares; 2025Q4: 4,425 shares; 2026Q1: 4,360 shares; 2026Q2: 4,821 shares 4,821 $461K 0.06% +461 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,710 shares; 2025Q1: 17,710 shares; 2025Q2: 17,710 shares; 2025Q3: 17,710 shares; 2025Q4: 18,125 shares; 2026Q1: 18,125 shares; 2026Q2: 18,125 shares 18,125 $460K 0.06% 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: not loaded; 2024Q4: 1,076 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares; 2026Q1: 1,076 shares; 2026Q2: 1,076 shares 1,076 $459K 0.06% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,399 shares; 2025Q1: 2,399 shares; 2025Q2: 2,399 shares; 2025Q3: 2,399 shares; 2025Q4: 2,399 shares; 2026Q1: 2,399 shares; 2026Q2: 2,393 shares 2,393 $456K 0.06% -6 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,396 shares; 2025Q1: 11,396 shares; 2025Q2: 13,196 shares; 2025Q3: 13,196 shares; 2025Q4: 9,509 shares; 2026Q1: 9,509 shares; 2026Q2: 9,424 shares 9,424 $448K 0.06% -85 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: not loaded; 2024Q4: 20,128 shares; 2025Q1: 20,066 shares; 2025Q2: 18,761 shares; 2025Q3: 18,661 shares; 2025Q4: 17,901 shares; 2026Q1: 17,898 shares; 2026Q2: 18,187 shares 18,187 $438K 0.06% +289 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,500 shares; 2025Q1: 11,700 shares; 2025Q2: 16,430 shares; 2025Q3: 17,600 shares; 2025Q4: 25,990 shares; 2026Q1: 25,990 shares; 2026Q2: 20,860 shares 20,860 $435K 0.06% -5,130 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,264 shares; 2025Q1: 2,164 shares; 2025Q2: 1,454 shares; 2025Q3: 1,454 shares; 2025Q4: 1,454 shares; 2026Q1: 1,454 shares; 2026Q2: 1,454 shares 1,454 $433K 0.06% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,333 shares; 2025Q1: 4,209 shares; 2025Q2: 3,791 shares; 2025Q3: 3,751 shares; 2025Q4: 3,317 shares; 2026Q1: 3,317 shares; 2026Q2: 3,297 shares 3,297 $431K 0.06% -20 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,170 shares; 2025Q4: 5,346 shares; 2026Q1: 5,096 shares; 2026Q2: 4,736 shares 4,736 $405K 0.05% -360 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,816 shares; 2025Q1: 4,364 shares; 2025Q2: 4,396 shares; 2025Q3: 5,396 shares; 2025Q4: 4,396 shares; 2026Q1: 4,396 shares; 2026Q2: 4,976 shares 4,976 $393K 0.05% +580 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,493 shares; 2025Q1: 3,493 shares; 2025Q2: 3,493 shares; 2025Q3: 3,493 shares; 2025Q4: 3,493 shares; 2026Q1: 3,493 shares; 2026Q2: 3,493 shares 3,493 $390K 0.05% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,916 shares; 2025Q1: 2,683 shares; 2025Q2: 2,683 shares; 2025Q3: 2,683 shares; 2025Q4: 2,683 shares; 2026Q1: 2,683 shares; 2026Q2: 2,683 shares 2,683 $388K 0.05% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,608 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares; 2026Q2: 1,617 shares 1,617 $385K 0.05% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,745 shares; 2025Q1: 1,753 shares; 2025Q2: 1,835 shares; 2025Q3: 1,807 shares; 2025Q4: 1,807 shares; 2026Q1: 1,721 shares; 2026Q2: 1,721 shares 1,721 $384K 0.05% 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 loaded; 2024Q4: 3,553 shares; 2025Q1: 3,553 shares; 2025Q2: 3,553 shares; 2025Q3: 3,553 shares; 2025Q4: 3,553 shares; 2026Q1: 3,553 shares; 2026Q2: 3,553 shares 3,553 $380K 0.05% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 477 shares; 2026Q1: 477 shares; 2026Q2: 477 shares 477 $379K 0.05% 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: not loaded; 2024Q4: 9,631 shares; 2025Q1: 8,853 shares; 2025Q2: 8,478 shares; 2025Q3: 8,478 shares; 2025Q4: 8,478 shares; 2026Q1: 8,478 shares; 2026Q2: 8,478 shares 8,478 $373K 0.05% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,330 shares; 2025Q1: 18,330 shares; 2025Q2: 19,830 shares; 2025Q3: 19,565 shares; 2025Q4: 19,565 shares; 2026Q1: 19,565 shares; 2026Q2: 18,065 shares 18,065 $368K 0.05% -1,500 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: not loaded; 2024Q4: 2,186 shares; 2025Q1: 2,313 shares; 2025Q2: 2,482 shares; 2025Q3: 2,409 shares; 2025Q4: 2,422 shares; 2026Q1: 2,423 shares; 2026Q2: 2,414 shares 2,414 $366K 0.05% -9 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 988 shares; 2025Q1: 988 shares; 2025Q2: 977 shares; 2025Q3: 977 shares; 2025Q4: 977 shares; 2026Q1: 977 shares; 2026Q2: 727 shares 727 $364K 0.05% -250 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: not loaded; 2024Q4: 3,271 shares; 2025Q1: 3,261 shares; 2025Q2: 3,348 shares; 2025Q3: 3,313 shares; 2025Q4: 3,313 shares; 2026Q1: 3,303 shares; 2026Q2: 3,278 shares 3,278 $360K 0.05% -25 Timeline VCLT 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 loaded; 2024Q4: 6,798 shares; 2025Q1: 6,373 shares; 2025Q2: 5,475 shares; 2025Q3: 5,350 shares; 2025Q4: 5,215 shares; 2026Q1: 4,940 shares; 2026Q2: 4,700 shares 4,700 $354K 0.05% -240 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,333 shares; 2025Q1: 1,296 shares; 2025Q2: 1,320 shares; 2025Q3: 1,352 shares; 2025Q4: 1,253 shares; 2026Q1: 1,278 shares; 2026Q2: 1,253 shares 1,253 $352K 0.05% -25 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,325 shares; 2025Q1: 18,425 shares; 2025Q2: 20,050 shares; 2025Q3: 18,740 shares; 2025Q4: 16,890 shares; 2026Q1: 16,190 shares; 2026Q2: 15,340 shares 15,340 $351K 0.05% -850 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,565 shares; 2025Q1: 27,565 shares; 2025Q2: 27,080 shares; 2025Q3: 26,715 shares; 2025Q4: 25,615 shares; 2026Q1: 25,115 shares; 2026Q2: 17,965 shares 17,965 $351K 0.05% -7,150 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,205 shares; 2025Q1: 14,275 shares; 2025Q2: 14,725 shares; 2025Q3: 16,475 shares; 2025Q4: 15,100 shares; 2026Q1: 15,775 shares; 2026Q2: 15,775 shares 15,775 $349K 0.05% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,625 shares; 2025Q1: 16,825 shares; 2025Q2: 17,960 shares; 2025Q3: 16,625 shares; 2025Q4: 15,340 shares; 2026Q1: 15,340 shares; 2026Q2: 15,340 shares 15,340 $343K 0.04% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,024 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 1,024 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares; 2026Q2: 1,014 shares 1,014 $335K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,541 shares; 2025Q1: 3,511 shares; 2025Q2: 3,524 shares; 2025Q3: 3,387 shares; 2025Q4: 3,337 shares; 2026Q1: 3,337 shares; 2026Q2: 3,237 shares 3,237 $331K 0.04% -100 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: not loaded; 2024Q4: 1,940 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 3,848 shares; 2026Q2: 2,390 shares 2,390 $329K 0.04% -1,458 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $316K 0.04% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 800 shares 800 $316K 0.04% -100 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,665 shares; 2025Q1: 5,990 shares; 2025Q2: 5,990 shares; 2025Q3: 7,090 shares; 2025Q4: 12,155 shares; 2026Q1: 12,610 shares; 2026Q2: 6,525 shares 6,525 $311K 0.04% -6,085 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,279 shares; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: 1,269 shares; 2025Q4: 1,269 shares; 2026Q1: 1,269 shares; 2026Q2: 1,259 shares 1,259 $305K 0.04% -10 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218 shares; 2026Q1: 218 shares; 2026Q2: 3,569 shares 3,569 $299K 0.04% +3,351 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 858 shares; 2025Q3: 1,173 shares; 2025Q4: 3,193 shares; 2026Q1: 4,507 shares; 2026Q2: 4,163 shares 4,163 $297K 0.04% -344 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,650 shares; 2025Q1: 13,700 shares; 2025Q2: 14,160 shares; 2025Q3: 15,990 shares; 2025Q4: 13,590 shares; 2026Q1: 13,590 shares; 2026Q2: 13,590 shares 13,590 $294K 0.04% 0 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,560 shares; 2025Q2: 12,860 shares; 2025Q3: 12,860 shares; 2025Q4: 11,300 shares; 2026Q1: 11,300 shares; 2026Q2: 11,300 shares 11,300 $292K 0.04% 0 Timeline TFI 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 loaded; 2024Q4: 10,843 shares; 2025Q1: 6,160 shares; 2025Q2: 6,160 shares; 2025Q3: 6,830 shares; 2025Q4: 6,830 shares; 2026Q1: 6,830 shares; 2026Q2: 6,330 shares 6,330 $290K 0.04% -500 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,701 shares; 2025Q1: 3,701 shares; 2025Q2: 3,676 shares; 2025Q3: 3,676 shares; 2025Q4: 3,451 shares; 2026Q1: 3,301 shares; 2026Q2: 3,301 shares 3,301 $287K 0.04% 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: not loaded; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 708 shares 708 $282K 0.04% 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 loaded; 2024Q4: 3,383 shares; 2025Q1: 3,383 shares; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares; 2025Q4: 3,383 shares; 2026Q1: 3,383 shares; 2026Q2: 3,383 shares 3,383 $280K 0.04% 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: not loaded; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares; 2026Q2: 1,132 shares 1,132 $279K 0.04% 0 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,460 shares; 2025Q1: 9,460 shares; 2025Q2: 9,460 shares; 2025Q3: 9,460 shares; 2025Q4: 9,460 shares; 2026Q1: 9,460 shares; 2026Q2: 13,265 shares 13,265 $278K 0.04% +3,805 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,660 shares; 2025Q1: 7,660 shares; 2025Q2: 7,660 shares; 2025Q3: 7,660 shares; 2025Q4: 7,660 shares; 2026Q1: 7,660 shares; 2026Q2: 10,775 shares 10,775 $278K 0.04% +3,115 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,850 shares; 2025Q1: 7,850 shares; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares; 2026Q1: 7,850 shares; 2026Q2: 11,040 shares 11,040 $278K 0.04% +3,190 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: not loaded; 2024Q4: 2,425 shares; 2025Q1: 2,835 shares; 2025Q2: 3,035 shares; 2025Q3: 3,035 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares; 2026Q2: 3,771 shares 3,771 $271K 0.04% +736 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,900 shares; 2025Q1: 12,900 shares; 2025Q2: 14,400 shares; 2025Q3: 14,400 shares; 2025Q4: 15,500 shares; 2026Q1: 15,500 shares; 2026Q2: 14,000 shares 14,000 $260K 0.03% -1,500 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,213 shares; 2025Q1: 10,213 shares; 2025Q2: 8,460 shares; 2025Q3: 8,460 shares; 2025Q4: 8,460 shares; 2026Q1: 8,460 shares; 2026Q2: 8,155 shares 8,155 $259K 0.03% -305 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: not loaded; 2024Q4: 8,239 shares; 2025Q1: 7,746 shares; 2025Q2: 7,072 shares; 2025Q3: 6,857 shares; 2025Q4: 6,184 shares; 2026Q1: 6,245 shares; 2026Q2: 6,184 shares 6,184 $254K 0.03% -61 Timeline PGX 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 loaded; 2024Q4: 39,580 shares; 2025Q1: 39,780 shares; 2025Q2: 40,780 shares; 2025Q3: 32,480 shares; 2025Q4: 24,755 shares; 2026Q1: 23,255 shares; 2026Q2: 23,255 shares 23,255 $252K 0.03% 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 loaded; 2024Q4: 1,624 shares; 2025Q1: 1,656 shares; 2025Q2: 1,656 shares; 2025Q3: 1,656 shares; 2025Q4: 1,656 shares; 2026Q1: 1,969 shares; 2026Q2: 1,969 shares 1,969 $252K 0.03% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 662 shares; 2026Q1: 662 shares; 2026Q2: 662 shares 662 $246K 0.03% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 194 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $245K 0.03% 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: not loaded; 2024Q4: 5,922 shares; 2025Q1: 5,391 shares; 2025Q2: 6,526 shares; 2025Q3: 5,251 shares; 2025Q4: 4,799 shares; 2026Q1: 4,390 shares; 2026Q2: 4,221 shares 4,221 $243K 0.03% -169 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: not loaded; 2024Q4: 226 shares; 2025Q1: 323 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 479 shares; 2026Q1: 479 shares; 2026Q2: 570 shares 570 $240K 0.03% +91 Timeline VGIT 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 loaded; 2024Q4: 3,650 shares; 2025Q1: 4,168 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 3,968 shares; 2026Q1: 3,968 shares; 2026Q2: 4,021 shares 4,021 $237K 0.03% +53 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,816 shares; 2025Q1: 3,816 shares; 2025Q2: 3,816 shares; 2025Q3: 3,816 shares; 2025Q4: 3,816 shares; 2026Q1: 3,816 shares; 2026Q2: 3,816 shares 3,816 $232K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 774 shares; 2026Q1: 774 shares; 2026Q2: 774 shares 774 $227K 0.03% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,570 shares; 2025Q1: 4,570 shares; 2025Q2: 4,570 shares; 2025Q3: 4,570 shares; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares; 2026Q2: 2,275 shares 2,275 $220K 0.03% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,070 shares; 2025Q1: 3,070 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 1,814 shares; 2026Q1: 1,814 shares; 2026Q2: 1,814 shares 1,814 $212K 0.03% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 623 shares; 2026Q1: 623 shares; 2026Q2: 623 shares 623 $209K 0.03% 0 Timeline WATSCO INC WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 650 shares; 2026Q2: 500 shares 500 $207K 0.03% -150 SPTM 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 loaded; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 712 shares; 2026Q1: 1,143 shares; 2026Q2: 2,227 shares 2,227 $202K 0.03% +1,084 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,535 shares; 2025Q1: 8,535 shares; 2025Q2: 8,535 shares; 2025Q3: 8,535 shares; 2025Q4: 8,535 shares; 2026Q1: 8,535 shares; 2026Q2: 8,535 shares 8,535 $200K 0.03% 0 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,455 shares; 2025Q1: 8,455 shares; 2025Q2: 8,455 shares; 2025Q3: 8,455 shares; 2025Q4: 8,455 shares; 2026Q1: 8,455 shares; 2026Q2: 8,455 shares 8,455 $200K 0.03% 0 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,110 shares; 2025Q1: 9,110 shares; 2025Q2: 9,110 shares; 2025Q3: 9,110 shares; 2025Q4: 9,110 shares; 2026Q1: 9,110 shares; 2026Q2: 9,110 shares 9,110 $200K 0.03% 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: not loaded; 2024Q4: 2,485 shares; 2025Q1: 2,413 shares; 2025Q2: 2,206 shares; 2025Q3: 2,164 shares; 2025Q4: 2,124 shares; 2026Q1: 1,454 shares; 2026Q2: 1,426 shares 1,426 $200K 0.03% -28 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,650 shares; 2025Q1: 8,650 shares; 2025Q2: 8,650 shares; 2025Q3: 8,650 shares; 2025Q4: 8,650 shares; 2026Q1: 8,650 shares; 2026Q2: 8,650 shares 8,650 $199K 0.03% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,100 shares 2,100 $198K 0.03% new 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 loaded; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,728 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares; 2026Q1: 1,728 shares; 2026Q2: 1,728 shares 1,728 $195K 0.03% 0 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,675 shares; 2025Q1: 5,575 shares; 2025Q2: 5,575 shares; 2025Q3: 6,610 shares; 2025Q4: 4,340 shares; 2026Q1: 4,130 shares; 2026Q2: 4,025 shares 4,025 $193K 0.03% -105 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 394 shares; 2026Q2: 597 shares 597 $188K 0.02% +203 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 loaded; 2024Q4: 1,644 shares; 2025Q1: 1,111 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 2,771 shares; 2026Q1: 2,771 shares; 2026Q2: 2,546 shares 2,546 $187K 0.02% -225 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,563 shares; 2025Q1: 1,563 shares; 2025Q2: 1,563 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares; 2026Q2: 1,563 shares 1,563 $186K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 435 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 374 shares; 2026Q1: 374 shares; 2026Q2: 374 shares 374 $185K 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: not loaded; 2024Q4: 2,437 shares; 2025Q1: 2,437 shares; 2025Q2: 2,437 shares; 2025Q3: 2,337 shares; 2025Q4: 2,231 shares; 2026Q1: 2,231 shares; 2026Q2: 2,231 shares 2,231 $184K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,909 shares; 2025Q1: 3,156 shares; 2025Q2: 3,156 shares; 2025Q3: 3,261 shares; 2025Q4: 3,014 shares; 2026Q1: 3,014 shares; 2026Q2: 3,014 shares 3,014 $182K 0.02% 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: not loaded; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 576 shares 576 $180K 0.02% 0 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,800 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $180K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 988 shares; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares; 2026Q1: 973 shares; 2026Q2: 1,626 shares 1,626 $180K 0.02% +653 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: not loaded; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares; 2026Q2: 1,171 shares 1,171 $178K 0.02% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 2,000 shares; 2025Q4: 8,975 shares; 2026Q1: 8,975 shares; 2026Q2: 8,975 shares 8,975 $175K 0.02% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,340 shares 2,340 $175K 0.02% -460 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 11,250 shares; 2025Q3: 11,250 shares; 2025Q4: 11,250 shares; 2026Q1: 11,250 shares; 2026Q2: 4,185 shares 4,185 $173K 0.02% -7,065 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 3,041 shares; 2025Q4: 2,999 shares; 2026Q1: 5,712 shares; 2026Q2: 5,712 shares 5,712 $168K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458 $167K 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: not loaded; 2024Q4: 1,463 shares; 2025Q1: 1,463 shares; 2025Q2: 1,475 shares; 2025Q3: 1,463 shares; 2025Q4: 1,463 shares; 2026Q1: 1,566 shares; 2026Q2: 1,688 shares 1,688 $167K 0.02% +122 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: not loaded; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 21 shares; 2025Q4: 678 shares; 2026Q1: 678 shares; 2026Q2: 678 shares 678 $165K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 358 shares 358 $164K 0.02% -100 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: not loaded; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 1,038 shares; 2026Q2: 1,038 shares 1,038 $162K 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: not loaded; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 714 shares; 2026Q1: 714 shares; 2026Q2: 714 shares 714 $160K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares 3,700 $160K 0.02% 0 Timeline KRE 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 loaded; 2024Q4: 3,110 shares; 2025Q1: 2,920 shares; 2025Q2: 2,530 shares; 2025Q3: 2,270 shares; 2025Q4: 2,210 shares; 2026Q1: 2,215 shares; 2026Q2: 2,120 shares 2,120 $159K 0.02% -95 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,449 shares; 2025Q1: 1,449 shares; 2025Q2: 1,449 shares; 2025Q3: 1,449 shares; 2025Q4: 1,449 shares; 2026Q1: 1,324 shares; 2026Q2: 1,332 shares 1,332 $157K 0.02% +8 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 29 shares; 2025Q4: 76 shares; 2026Q1: 130 shares; 2026Q2: 134 shares 134 $157K 0.02% +4 Timeline MFS Intl Diversification A MFS Intl Diversification A More: the full row for MFS Intl Diversification A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,269 shares 5,269 $157K 0.02% new TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,696 shares 1,696 $156K 0.02% new 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: not loaded; 2024Q4: 2,846 shares; 2025Q1: 2,846 shares; 2025Q2: 2,846 shares; 2025Q3: 2,846 shares; 2025Q4: 2,846 shares; 2026Q1: 2,846 shares; 2026Q2: 2,846 shares 2,846 $154K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,469 shares; 2025Q1: 2,469 shares; 2025Q2: 2,201 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares; 2026Q1: 2,257 shares; 2026Q2: 2,257 shares 2,257 $154K 0.02% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,509 shares; 2025Q1: 8,509 shares; 2025Q2: 8,509 shares; 2025Q3: 8,509 shares; 2025Q4: 4,434 shares; 2026Q1: 4,434 shares; 2026Q2: 4,434 shares 4,434 $153K 0.02% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 2,915 shares; 2025Q3: 2,915 shares; 2025Q4: 2,915 shares; 2026Q1: 2,915 shares; 2026Q2: 2,871 shares 2,871 $150K 0.02% -44 Timeline FXL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 692 shares; 2026Q1: 692 shares; 2026Q2: 692 shares 692 $150K 0.02% 0 Timeline SDIV 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 loaded; 2024Q4: 3,615 shares; 2025Q1: 3,615 shares; 2025Q2: 6,115 shares; 2025Q3: 6,115 shares; 2025Q4: 6,115 shares; 2026Q1: 6,115 shares; 2026Q2: 6,115 shares 6,115 $149K 0.02% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,568 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares; 2025Q4: 1,961 shares; 2026Q1: 1,961 shares; 2026Q2: 1,916 shares 1,916 $147K 0.02% -45 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 293 shares; 2026Q2: 1,172 shares 1,172 $146K 0.02% +879 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares; 2025Q2: 1,482 shares; 2025Q3: 1,482 shares; 2025Q4: 1,482 shares; 2026Q1: 1,482 shares; 2026Q2: 2,012 shares 2,012 $145K 0.02% +530 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 5,755 shares; 2026Q1: 5,755 shares; 2026Q2: 5,755 shares 5,755 $145K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,462 shares; 2025Q1: 1,462 shares; 2025Q2: 1,462 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares; 2026Q1: 1,636 shares; 2026Q2: 1,706 shares 1,706 $143K 0.02% +70 Timeline DIV 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 loaded; 2024Q4: 7,305 shares; 2025Q1: 7,305 shares; 2025Q2: 7,305 shares; 2025Q3: 7,305 shares; 2025Q4: 7,305 shares; 2026Q1: 7,305 shares; 2026Q2: 7,305 shares 7,305 $139K 0.02% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,175 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 1,175 shares 1,175 $139K 0.02% 0 Timeline SPHD 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 loaded; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 2,565 shares; 2026Q2: 2,565 shares 2,565 $130K 0.02% 0 Timeline DWX 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 loaded; 2024Q4: 2,735 shares; 2025Q1: 2,735 shares; 2025Q2: 2,735 shares; 2025Q3: 2,735 shares; 2025Q4: 2,735 shares; 2026Q1: 2,735 shares; 2026Q2: 2,735 shares 2,735 $126K 0.02% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 2,070 shares; 2025Q3: 2,070 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares; 2026Q2: 1,020 shares 1,020 $124K 0.02% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $124K 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares; 2026Q2: 786 shares 786 $123K 0.02% 0 Timeline PENG PENGUIN SOLUTIONS INC More: the full row for PENGUIN SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $122K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,479 shares; 2025Q1: 1,474 shares; 2025Q2: 1,542 shares; 2025Q3: 2,143 shares; 2025Q4: 1,568 shares; 2026Q1: 1,568 shares; 2026Q2: 1,568 shares 1,568 $122K 0.02% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 486 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 484 shares; 2025Q4: 369 shares; 2026Q1: 369 shares; 2026Q2: 398 shares 398 $121K 0.02% +29 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,405 shares; 2026Q2: 1,354 shares 1,354 $120K 0.02% -51 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 747 shares; 2026Q2: 747 shares 747 $119K 0.02% 0 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $119K 0.02% 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: not loaded; 2024Q4: 2,049 shares; 2025Q1: 2,049 shares; 2025Q2: 2,049 shares; 2025Q3: 2,049 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares; 2026Q2: 2,049 shares 2,049 $119K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 133 shares; 2025Q1: 153 shares; 2025Q2: 155 shares; 2025Q3: 164 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares; 2026Q2: 1,640 shares 1,640 $117K 0.02% -200 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 loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $114K 0.01% 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: not loaded; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 1,221 shares 1,221 $113K 0.01% +46 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: not loaded; 2024Q4: 235 shares; 2025Q1: 250 shares; 2025Q2: 268 shares; 2025Q3: 278 shares; 2025Q4: 293 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $111K 0.01% 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: not loaded; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 1,160 shares; 2025Q3: 813 shares; 2025Q4: 813 shares; 2026Q1: 813 shares; 2026Q2: 813 shares 813 $111K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,186 shares; 2025Q1: 3,186 shares; 2025Q2: 3,186 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares; 2026Q1: 3,186 shares; 2026Q2: 3,186 shares 3,186 $111K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 248 shares; 2025Q4: 348 shares; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $110K 0.01% 0 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,250 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares; 2026Q2: 4,250 shares 4,250 $110K 0.01% 0 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,190 shares; 2025Q1: 7,190 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,690 shares; 2026Q2: 4,690 shares 4,690 $109K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $108K 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: not loaded; 2024Q4: 1,353 shares; 2025Q1: 1,387 shares; 2025Q2: 2,060 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares; 2026Q2: 1,280 shares 1,280 $108K 0.01% -30 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 loaded; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $107K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,181 shares; 2025Q1: 7,262 shares; 2025Q2: 6,495 shares; 2025Q3: 5,165 shares; 2025Q4: 4,790 shares; 2026Q1: 4,790 shares; 2026Q2: 4,325 shares 4,325 $106K 0.01% -465 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 299 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312 $106K 0.01% 0 Timeline DFAW 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 loaded; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares; 2026Q2: 1,265 shares 1,265 $105K 0.01% 0 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $104K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,353 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $102K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $98.5K 0.01% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 1,092 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares; 2026Q1: 1,092 shares; 2026Q2: 1,092 shares 1,092 $98.3K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $98.2K 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: not loaded; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $97.6K 0.01% 0 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: not loaded; 2024Q4: 1,880 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares; 2026Q2: 2,007 shares 2,007 $96.8K 0.01% 0 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: not loaded; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 589 shares 589 $96.8K 0.01% +59 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $96.1K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $95.3K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 420 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $95.1K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,473 shares; 2025Q1: 2,473 shares; 2025Q2: 2,473 shares; 2025Q3: 2,473 shares; 2025Q4: 2,473 shares; 2026Q1: 2,473 shares; 2026Q2: 2,473 shares 2,473 $94.7K 0.01% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $94.2K 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: not loaded; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 266 shares; 2026Q2: 266 shares 266 $94.2K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,833 shares; 2025Q3: 1,023 shares; 2025Q4: 858 shares; 2026Q1: 858 shares; 2026Q2: 858 shares 858 $92.2K 0.01% 0 Timeline KIE 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 loaded; 2024Q4: 1,985 shares; 2025Q1: 1,620 shares; 2025Q2: 1,670 shares; 2025Q3: 1,590 shares; 2025Q4: 1,635 shares; 2026Q1: 1,640 shares; 2026Q2: 1,510 shares 1,510 $92.1K 0.01% -130 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 loaded; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $91.9K 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 loaded; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 58 shares; 2025Q4: 242 shares; 2026Q1: 242 shares; 2026Q2: 242 shares 242 $90.4K 0.01% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 451 shares; 2026Q2: 451 shares 451 $87.4K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 48 shares; 2026Q2: 43 shares 43 $85.2K 0.01% -5 Timeline DFUS 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 loaded; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares; 2026Q2: 1,034 shares 1,034 $84.7K 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 loaded; 2024Q4: 313 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 298 shares; 2026Q1: 298 shares; 2026Q2: 248 shares 248 $84.5K 0.01% -50 Timeline SPSB 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 loaded; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares; 2025Q4: 2,710 shares; 2026Q1: 4,144 shares; 2026Q2: 2,710 shares 2,710 $81.3K 0.01% -1,434 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $81.3K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 390 shares 390 $80.3K 0.01% -10 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares; 2026Q2: 418 shares 418 $79.3K 0.01% -32 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,158 shares; 2025Q1: 1,158 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares; 2026Q2: 1,158 shares 1,158 $78.9K 0.01% 0 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: not loaded; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares 533 $78.2K 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 loaded; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $77.1K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 1,274 shares; 2026Q1: 1,490 shares; 2026Q2: 1,289 shares 1,289 $76.9K 0.01% -201 Timeline SCHR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,719 shares; 2025Q4: 2,687 shares; 2026Q1: 2,687 shares; 2026Q2: 2,927 shares 2,927 $72.2K 0.01% +240 Timeline SRET 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 loaded; 2024Q4: 3,180 shares; 2025Q1: 3,180 shares; 2025Q2: 3,180 shares; 2025Q3: 3,180 shares; 2025Q4: 3,180 shares; 2026Q1: 3,180 shares; 2026Q2: 3,180 shares 3,180 $72.1K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $70.8K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 251 shares 251 $69.9K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 2,966 shares; 2025Q3: 2,966 shares; 2025Q4: 2,966 shares; 2026Q1: 2,966 shares; 2026Q2: 2,966 shares 2,966 $68.4K 0.01% 0 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 loaded; 2024Q4: 749 shares; 2025Q1: 827 shares; 2025Q2: 827 shares; 2025Q3: 852 shares; 2025Q4: 599 shares; 2026Q1: 574 shares; 2026Q2: 574 shares 574 $67.5K 0.01% 0 Timeline DRIV 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 loaded; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $67.5K 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 loaded; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares; 2026Q2: 303 shares 303 $66.2K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 252 shares; 2026Q2: 230 shares 230 $64.4K 0.01% -22 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: not loaded; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares 1,333 $63.4K 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: not loaded; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares; 2026Q2: 3,550 shares 3,550 $62.9K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $62.8K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,140 shares; 2026Q2: 1,011 shares 1,011 $62.6K 0.01% -129 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $62.5K 0.01% 0 Timeline FXO 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 loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $62.5K 0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $62.4K 0.01% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 5,340 shares; 2026Q1: 5,340 shares; 2026Q2: 3,690 shares 3,690 $61.4K 0.01% -1,650 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $60.7K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 371 shares; 2026Q2: 371 shares 371 $60.6K 0.01% 0 Timeline VONV 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 loaded; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 565 shares; 2026Q2: 565 shares 565 $60.1K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 200 shares 200 $59.8K 0.01% +175 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $59.8K 0.01% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 165 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 327 shares; 2026Q2: 387 shares 387 $58.9K 0.01% +60 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: not loaded; 2024Q4: 133 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $58.6K 0.01% 0 Timeline ARKW 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 loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $57.9K 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: not loaded; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 367 shares; 2026Q2: 267 shares 267 $57.8K 0.01% -100 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 926 shares 926 $57.6K 0.01% 0 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $56.7K 0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,738 shares; 2026Q2: 1,600 shares 1,600 $56.6K 0.01% -138 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 650 shares 650 $56K 0.01% +80 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: 741 shares; 2025Q4: 741 shares; 2026Q1: 611 shares; 2026Q2: 611 shares 611 $56K 0.01% 0 Timeline VFH 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 loaded; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 425 shares 425 $55.9K 0.01% -50 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 181 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $55.4K 0.01% 0 Timeline FVD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,457 shares; 2026Q2: 1,131 shares 1,131 $54.5K 0.01% -326 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: not loaded; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 425 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 485 shares 485 $53.5K 0.01% -40 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 469 shares 469 $53.3K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 770 shares; 2026Q2: 234 shares 234 $53.1K 0.01% -536 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $53K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $52.6K 0.01% 0 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,350 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $52.3K 0.01% 0 Timeline ZHOG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $51.3K 0.01% 0 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $51.2K 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: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 680 shares; 2025Q4: 930 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $50.8K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $50.5K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 146 shares 146 $50.2K 0.01% +36 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: not loaded; 2024Q4: 401 shares; 2025Q1: 401 shares; 2025Q2: 547 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 642 shares; 2026Q2: 465 shares 465 $50.2K 0.01% -177 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 555 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 555 shares; 2026Q1: 555 shares; 2026Q2: 555 shares 555 $49.9K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,440 shares; 2025Q1: 3,440 shares; 2025Q2: 3,540 shares; 2025Q3: 3,690 shares; 2025Q4: 3,470 shares; 2026Q1: 3,570 shares; 2026Q2: 3,570 shares 3,570 $49.6K 0.01% 0 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: not loaded; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 157 shares 157 $49.4K 0.01% 0 Timeline FDL 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 loaded; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares; 2026Q2: 1,000 shares 1,000 $48.7K 0.01% -2,550 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 124 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $48.3K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $48.2K 0.01% 0 Timeline VGLT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $48K 0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,150 shares; 2025Q1: 1,070 shares; 2025Q2: 1,245 shares; 2025Q3: 1,230 shares; 2025Q4: 1,105 shares; 2026Q1: 905 shares; 2026Q2: 905 shares 905 $47.6K 0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 900 shares 900 $46.7K 0.01% +100 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $46K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $45.8K 0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares; 2026Q2: 1,116 shares 1,116 $45.7K 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 loaded; 2024Q4: 35 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $45.4K 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: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 529 shares; 2026Q2: 529 shares 529 $45.3K 0.01% 0 Timeline Grant Park Multi Alternativ… Grant Park Multi Alternative Stra… More: the full row for Grant Park Multi Alternative Strats I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,752 shares 3,752 $44.5K 0.01% new IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 411 shares; 2026Q1: 428 shares; 2026Q2: 460 shares 460 $44.4K 0.01% +32 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89 shares; 2026Q2: 132 shares 132 $44.2K 0.01% +43 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $43.8K 0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 288 shares 288 $43.5K 0.01% new Timeline FXH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares; 2026Q2: 353 shares 353 $43.2K 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: not loaded; 2024Q4: 498 shares; 2025Q1: 257 shares; 2025Q2: 128 shares; 2025Q3: 1,718 shares; 2025Q4: 1,663 shares; 2026Q1: 1,663 shares; 2026Q2: 1,608 shares 1,608 $42.9K 0.01% -55 Timeline PRIV SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $42.8K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 609 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 454 shares 454 $42.7K 0.01% 0 Timeline HARRISON STREET REAL EST AT… HARRISON STREET REAL EST ATE I More: the full row for HARRISON STREET REAL EST ATE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,816 shares; 2026Q2: 1,816 shares 1,816 $42.7K 0.01% 0 PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares; 2026Q2: 351 shares 351 $42.6K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares; 2026Q2: 271 shares 271 $42.5K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 388 shares; 2026Q2: 336 shares 336 $42.5K 0.01% -52 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $42.2K 0.01% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 748 shares; 2026Q2: 748 shares 748 $41.9K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 893 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 893 shares; 2026Q2: 893 shares 893 $41.6K 0.01% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,142 shares; 2025Q1: 7,142 shares; 2025Q2: 7,142 shares; 2025Q3: 7,142 shares; 2025Q4: 7,142 shares; 2026Q1: 7,142 shares; 2026Q2: 7,142 shares 7,142 $41.5K 0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares; 2026Q2: 466 shares 466 $41.3K 0.01% -2 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares; 2026Q2: 504 shares 504 $40.5K 0.01% 0 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $40.5K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 840 shares; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 998 shares; 2026Q2: 998 shares 998 $40.4K 0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,228 shares; 2026Q1: 1,228 shares; 2026Q2: 825 shares 825 $40K 0.01% -403 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $39.9K 0.01% 0 Timeline HARRISON STREET REAL ASSETS… HARRISON STREET REAL ASSETS FUND More: the full row for HARRISON STREET REAL ASSETS FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares; 2026Q2: 1,348 shares 1,348 $39.2K 0.01% -1,352 GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 765 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $38.8K 0.01% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 806 shares 806 $38.8K 0.01% new Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $38.5K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,770 shares; 2025Q1: 1,970 shares; 2025Q2: 1,870 shares; 2025Q3: 1,782 shares; 2025Q4: 1,782 shares; 2026Q1: 1,160 shares; 2026Q2: 1,107 shares 1,107 $38.5K 0.01% -53 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 492 shares; 2026Q2: 492 shares 492 $37.9K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 499 shares; 2026Q2: 442 shares 442 $37.4K <0.01% -57 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: not loaded; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $36.8K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $36.6K <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: not loaded; 2024Q4: 335 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 1,240 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $36.1K <0.01% 0 Timeline TSQ TOWNSQUARE MEDIA INC More: the full row for TOWNSQUARE MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $36.1K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,338 shares; 2025Q1: 3,338 shares; 2025Q2: 3,338 shares; 2025Q3: 3,338 shares; 2025Q4: 3,338 shares; 2026Q1: 3,338 shares; 2026Q2: 3,338 shares 3,338 $36K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43 shares; 2026Q2: 47 shares 47 $35.9K <0.01% +4 Timeline KOMP 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 loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $35.8K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 632 shares; 2026Q2: 632 shares 632 $35.1K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,525 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares 1,325 $35K <0.01% 0 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,052 shares; 2025Q1: 1,402 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares; 2026Q1: 702 shares; 2026Q2: 702 shares 702 $34.7K <0.01% 0 Timeline FV 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 loaded; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 452 shares; 2026Q1: 452 shares; 2026Q2: 452 shares 452 $34.3K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $34.2K <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: not loaded; 2024Q4: 54 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 761 shares; 2026Q2: 290 shares 290 $34.1K <0.01% -471 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 65 shares; 2026Q1: 190 shares; 2026Q2: 288 shares 288 $33.6K <0.01% +98 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares 246 $33.4K <0.01% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $33.3K <0.01% 0 Timeline 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 loaded; 2024Q4: 2,190 shares; 2025Q1: 2,190 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares; 2025Q4: 1,490 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $33.1K <0.01% 0 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 442 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $32.2K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 16 shares 16 $31.8K <0.01% +10 Timeline ALGT ALLEGIANT TRAVEL CO More: the full row for ALLEGIANT TRAVEL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $31.8K <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: not loaded; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 715 shares; 2025Q3: 565 shares; 2025Q4: 400 shares; 2026Q1: 855 shares; 2026Q2: 855 shares 855 $31.6K <0.01% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $31.4K <0.01% 0 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $31.4K <0.01% 0 XSD 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 loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $31.2K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $30.2K <0.01% 0 Timeline QUIK QUICKLOGIC CORP More: the full row for QUICKLOGIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 1,500 shares 1,500 $30K <0.01% -1,000 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 648 shares 648 $29.9K <0.01% new Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 826 shares; 2026Q2: 826 shares 826 $29.8K <0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 85 shares 85 $29K <0.01% +20 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,550 shares; 2026Q2: 1,548 shares 1,548 $28.9K <0.01% -2 Timeline MDYV 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 loaded; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $28.5K <0.01% 0 Timeline RPV 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 loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $28.5K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $28.3K <0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $28.2K <0.01% 0 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,182 shares; 2025Q1: 2,182 shares; 2025Q2: 2,182 shares; 2025Q3: 2,182 shares; 2025Q4: 2,182 shares; 2026Q1: 2,182 shares; 2026Q2: 2,182 shares 2,182 $28K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $27.8K <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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $27.8K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 250 shares; 2026Q2: 200 shares 200 $27.6K <0.01% -50 Timeline SPEU 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 loaded; 2024Q4: 800 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $27.4K <0.01% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 950 shares 950 $27.1K <0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $27.1K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $27.1K <0.01% 0 Timeline DFVX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $26.7K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 277 shares 277 $26.7K <0.01% new Timeline BLV 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 loaded; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 385 shares 385 $26.5K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 774 shares; 2025Q4: 774 shares; 2026Q1: 774 shares; 2026Q2: 774 shares 774 $26.2K <0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $26.1K <0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 284 shares 284 $25K <0.01% +249 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $25K <0.01% 0 Timeline SVAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $23.8K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $23.7K <0.01% 0 Timeline ARK Venture D ARK Venture D More: the full row for ARK Venture D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 404 shares 404 $23.6K <0.01% new IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $23.2K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $22.6K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 954 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $22.5K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $22.4K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 82 shares 82 $22.2K <0.01% -110 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 150 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $22.1K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 225 shares 225 $21.7K <0.01% -195 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $21.6K <0.01% 0 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,471 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares; 2026Q2: 1,760 shares 1,760 $21.3K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $20.7K <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 loaded; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 1,291 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 753 shares; 2026Q2: 753 shares 753 $20.6K <0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 404 shares; 2026Q2: 404 shares 404 $20.4K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 852 shares; 2026Q2: 852 shares 852 $20.4K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $20.3K <0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,240 shares; 2026Q2: 1,239 shares 1,239 $20.2K <0.01% -1 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $19.9K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $19.8K <0.01% 0 Timeline VARIANT ALTERNATIVE INCOME … VARIANT ALTERNATIVE INCOME INSTIT… More: the full row for VARIANT ALTERNATIVE INCOME INSTITUTIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 766 shares; 2026Q2: 766 shares 766 $19.8K <0.01% 0 VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $19.6K <0.01% 0 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $18.7K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $18.7K <0.01% 0 Timeline XOP 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 loaded; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $18.4K <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,513 shares; 2025Q1: 2,180 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 908 shares; 2026Q1: 908 shares; 2026Q2: 908 shares 908 $18K <0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 1,742 shares; 2025Q3: 1,742 shares; 2025Q4: 444 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $17.7K <0.01% 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: not loaded; 2024Q4: 359 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 400 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $17.2K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares; 2026Q2: 227 shares 227 $16.9K <0.01% 0 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $16.9K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $16.7K <0.01% 0 Timeline RWO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 332 shares 332 $16.5K <0.01% new Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $16.5K <0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,147 shares; 2025Q1: 1,772 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,772 shares; 2026Q1: 777 shares; 2026Q2: 777 shares 777 $16.5K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $16.5K <0.01% 0 Timeline VGSH 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 loaded; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $16.3K <0.01% 0 Timeline IOSP INNOSPEC INC More: the full row for INNOSPEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $16.3K <0.01% 0 Timeline