AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,141,361 shares; 2025Q1: 1,148,191 shares; 2025Q2: 1,104,072 shares; 2025Q3: 1,081,376 shares; 2025Q4: 1,085,599 shares; 2026Q1: 1,115,291 shares; 2026Q2: 1,165,437 shares; 2026Q3: 1,173,537 shares 1,173,537 $391M 5.94% +8,100 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,738,465 shares; 2025Q1: 1,693,119 shares; 2025Q2: 1,651,125 shares; 2025Q3: 1,593,820 shares; 2025Q4: 1,529,970 shares; 2026Q1: 1,547,277 shares; 2026Q2: 1,574,822 shares; 2026Q3: 1,508,047 shares 1,508,047 $344M 5.23% -66,775 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 682,869 shares; 2025Q1: 661,117 shares; 2025Q2: 652,480 shares; 2025Q3: 633,520 shares; 2025Q4: 637,020 shares; 2026Q1: 626,922 shares; 2026Q2: 594,556 shares; 2026Q3: 578,874 shares 578,874 $297M 4.51% -15,682 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 866,308 shares; 2025Q1: 815,638 shares; 2025Q2: 804,840 shares; 2025Q3: 764,235 shares; 2025Q4: 751,855 shares; 2026Q1: 765,992 shares; 2026Q2: 749,066 shares; 2026Q3: 736,569 shares 736,569 $253M 3.85% -12,497 Timeline JIRE 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572,196 shares; 2025Q3: 1,018,563 shares; 2025Q4: 1,049,850 shares; 2026Q1: 2,032,841 shares; 2026Q2: 2,293,479 shares; 2026Q3: 2,350,566 shares 2,350,566 $193M 2.93% +57,087 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; 2024Q4: 1,990,145 shares; 2025Q1: 2,159,154 shares; 2025Q2: 2,211,554 shares; 2025Q3: 2,345,531 shares; 2025Q4: 2,427,295 shares; 2026Q1: 2,386,846 shares; 2026Q2: 2,554,511 shares; 2026Q3: 2,575,255 shares 2,575,255 $182M 2.76% +20,744 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129,008 shares; 2025Q1: 129,884 shares; 2025Q2: 137,187 shares; 2025Q3: 150,509 shares; 2025Q4: 193,180 shares; 2026Q1: 202,905 shares; 2026Q2: 217,993 shares; 2026Q3: 233,220 shares 233,220 $179M 2.71% +15,227 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 670,177 shares; 2025Q1: 614,103 shares; 2025Q2: 587,129 shares; 2025Q3: 571,789 shares; 2025Q4: 542,126 shares; 2026Q1: 489,928 shares; 2026Q2: 505,777 shares; 2026Q3: 500,074 shares 500,074 $176M 2.67% -5,703 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; 2024Q4: 739,240 shares; 2025Q1: 714,142 shares; 2025Q2: 703,390 shares; 2025Q3: 709,536 shares; 2025Q4: 707,645 shares; 2026Q1: 703,072 shares; 2026Q2: 670,857 shares; 2026Q3: 669,605 shares 669,605 $167M 2.54% -1,252 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,411,468 shares; 2025Q1: 1,851,789 shares; 2025Q2: 2,377,520 shares; 2025Q3: 2,393,617 shares; 2025Q4: 2,468,804 shares; 2026Q1: 2,744,355 shares; 2026Q2: 1,608,418 shares; 2026Q3: 1,569,378 shares 1,569,378 $162M 2.46% -39,040 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; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 480,506 shares; 2026Q2: 731,262 shares; 2026Q3: 747,281 shares 747,281 $155M 2.36% +16,019 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; 2024Q4: 454,745 shares; 2025Q1: 426,521 shares; 2025Q2: 421,682 shares; 2025Q3: 436,426 shares; 2025Q4: 439,837 shares; 2026Q1: 398,696 shares; 2026Q2: 408,756 shares; 2026Q3: 408,715 shares 408,715 $135M 2.05% -41 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; 2024Q4: 90,279 shares; 2025Q1: 108,381 shares; 2025Q2: 123,674 shares; 2025Q3: 128,838 shares; 2025Q4: 129,744 shares; 2026Q1: 125,505 shares; 2026Q2: 116,336 shares; 2026Q3: 115,236 shares 115,236 $133M 2.03% -1,100 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 518,536 shares; 2025Q1: 65,268 shares; 2025Q2: 37,396 shares; 2025Q3: 29,367 shares; 2025Q4: 24,639 shares; 2026Q1: 13,156 shares; 2026Q2: 570,453 shares; 2026Q3: 1,346,447 shares 1,346,447 $120M 1.83% +775,994 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; 2024Q4: 191,845 shares; 2025Q1: 211,126 shares; 2025Q2: 199,231 shares; 2025Q3: 193,989 shares; 2025Q4: 191,440 shares; 2026Q1: 158,852 shares; 2026Q2: 155,477 shares; 2026Q3: 153,837 shares 153,837 $117M 1.78% -1,640 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 641,718 shares; 2025Q1: 1,064,902 shares; 2025Q2: 1,090,031 shares; 2025Q3: 1,345,182 shares; 2025Q4: 1,393,369 shares; 2026Q1: 1,272,496 shares; 2026Q2: 1,147,210 shares; 2026Q3: 1,152,859 shares 1,152,859 $114M 1.74% +5,649 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 334,060 shares; 2025Q1: 343,625 shares; 2025Q2: 340,004 shares; 2025Q3: 334,114 shares; 2025Q4: 332,480 shares; 2026Q1: 313,322 shares; 2026Q2: 311,733 shares; 2026Q3: 317,425 shares 317,425 $114M 1.73% +5,692 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; 2024Q4: 156,908 shares; 2025Q1: 161,706 shares; 2025Q2: 149,457 shares; 2025Q3: 152,916 shares; 2025Q4: 155,007 shares; 2026Q1: 141,074 shares; 2026Q2: 143,920 shares; 2026Q3: 151,949 shares 151,949 $110M 1.67% +8,029 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; 2024Q4: 208,922 shares; 2025Q1: 142,614 shares; 2025Q2: 31,504 shares; 2025Q3: 27,781 shares; 2025Q4: 27,236 shares; 2026Q1: 187,538 shares; 2026Q2: 154,551 shares; 2026Q3: 156,165 shares 156,165 $95.5M 1.45% +1,614 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; 2024Q4: 1,135,559 shares; 2025Q1: 1,363,308 shares; 2025Q2: 1,346,473 shares; 2025Q3: 1,363,159 shares; 2025Q4: 1,380,156 shares; 2026Q1: 1,464,802 shares; 2026Q2: 1,523,363 shares; 2026Q3: 1,551,300 shares 1,551,300 $84.4M 1.28% +27,937 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 290,164 shares; 2025Q1: 372,194 shares; 2025Q2: 376,510 shares; 2025Q3: 377,988 shares; 2025Q4: 380,469 shares; 2026Q1: 374,835 shares; 2026Q2: 318,655 shares; 2026Q3: 314,245 shares 314,245 $82.2M 1.25% -4,410 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,343,940 shares; 2025Q1: 1,214,643 shares; 2025Q2: 1,191,899 shares; 2025Q3: 1,058,954 shares; 2025Q4: 1,048,071 shares; 2026Q1: 880,377 shares; 2026Q2: 896,633 shares; 2026Q3: 783,561 shares 783,561 $81.4M 1.24% -113,072 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83,008 shares; 2025Q1: 69,127 shares; 2025Q2: 67,251 shares; 2025Q3: 65,185 shares; 2025Q4: 65,196 shares; 2026Q1: 64,554 shares; 2026Q2: 145,368 shares; 2026Q3: 299,306 shares 299,306 $79.2M 1.2% +153,938 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; 2024Q4: 201,331 shares; 2025Q1: 190,041 shares; 2025Q2: 187,398 shares; 2025Q3: 186,447 shares; 2025Q4: 185,458 shares; 2026Q1: 177,542 shares; 2026Q2: 180,499 shares; 2026Q3: 178,483 shares 178,483 $76.7M 1.17% -2,016 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113 shares; 2025Q3: 79 shares; 2025Q4: 852,241 shares; 2026Q1: 989,010 shares; 2026Q2: 1,024,706 shares; 2026Q3: 1,084,867 shares 1,084,867 $75.1M 1.14% +60,161 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; 2024Q4: 272,195 shares; 2025Q1: 253,801 shares; 2025Q2: 249,225 shares; 2025Q3: 251,076 shares; 2025Q4: 246,445 shares; 2026Q1: 226,843 shares; 2026Q2: 194,344 shares; 2026Q3: 184,556 shares 184,556 $73.3M 1.11% -9,788 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; 2024Q4: 185,576 shares; 2025Q1: 196,677 shares; 2025Q2: 161,496 shares; 2025Q3: 161,822 shares; 2025Q4: 160,579 shares; 2026Q1: 169,343 shares; 2026Q2: 179,103 shares; 2026Q3: 179,531 shares 179,531 $71.2M 1.08% +428 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,241 shares; 2026Q1: 61,304 shares; 2026Q2: 69,932 shares; 2026Q3: 73,812 shares 73,812 $68.1M 1.03% +3,880 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80 shares; 2025Q1: 74 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 81 shares; 2026Q3: 81 shares 81 $60.5M 0.92% 0 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; 2024Q4: 381,919 shares; 2025Q1: 456,730 shares; 2025Q2: 455,094 shares; 2025Q3: 462,158 shares; 2025Q4: 461,298 shares; 2026Q1: 381,993 shares; 2026Q2: 374,375 shares; 2026Q3: 382,359 shares 382,359 $59.3M 0.9% +7,984 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; 2024Q4: 319,796 shares; 2025Q1: 315,337 shares; 2025Q2: 357,793 shares; 2025Q3: 360,386 shares; 2025Q4: 360,620 shares; 2026Q1: 409,950 shares; 2026Q2: 427,106 shares; 2026Q3: 402,740 shares 402,740 $58.5M 0.89% -24,366 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; 2024Q4: 35,381 shares; 2025Q1: 33,671 shares; 2025Q2: 25,301 shares; 2025Q3: 24,420 shares; 2025Q4: 23,978 shares; 2026Q1: 131,056 shares; 2026Q2: 209,187 shares; 2026Q3: 214,567 shares 214,567 $58.4M 0.89% +5,380 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 148,812 shares; 2025Q2: 250,002 shares; 2025Q3: 256,244 shares; 2025Q4: 279,338 shares; 2026Q1: 317,969 shares; 2026Q2: 345,293 shares; 2026Q3: 285,144 shares 285,144 $58.1M 0.88% -60,149 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; 2024Q4: 923,100 shares; 2025Q1: 923,543 shares; 2025Q2: 905,425 shares; 2025Q3: 833,085 shares; 2025Q4: 809,461 shares; 2026Q1: 728,238 shares; 2026Q2: 762,781 shares; 2026Q3: 757,420 shares 757,420 $57.4M 0.87% -5,361 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; 2024Q4: 261,587 shares; 2025Q1: 275,216 shares; 2025Q2: 231,439 shares; 2025Q3: 225,232 shares; 2025Q4: 223,837 shares; 2026Q1: 227,931 shares; 2026Q2: 239,171 shares; 2026Q3: 239,454 shares 239,454 $53.2M 0.81% +283 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,534 shares; 2025Q1: 26,988 shares; 2025Q2: 26,898 shares; 2025Q3: 29,342 shares; 2025Q4: 30,217 shares; 2026Q1: 26,748 shares; 2026Q2: 266,082 shares; 2026Q3: 265,017 shares 265,017 $51.7M 0.79% -1,065 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; 2024Q4: 216,476 shares; 2025Q1: 371,092 shares; 2025Q2: 386,961 shares; 2025Q3: 390,466 shares; 2025Q4: 390,296 shares; 2026Q1: 405,855 shares; 2026Q2: 424,212 shares; 2026Q3: 431,974 shares 431,974 $51.2M 0.78% +7,762 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 367,012 shares; 2025Q1: 362,152 shares; 2025Q2: 359,929 shares; 2025Q3: 361,148 shares; 2025Q4: 358,321 shares; 2026Q1: 368,763 shares; 2026Q2: 388,922 shares; 2026Q3: 389,732 shares 389,732 $50.6M 0.77% +810 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,812 shares; 2026Q1: 77,995 shares; 2026Q2: 189,969 shares; 2026Q3: 207,720 shares 207,720 $48.4M 0.74% +17,751 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,450,806 shares; 2026Q3: 2,450,676 shares 2,450,676 $48.3M 0.73% -130 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 50,424 shares; 2025Q2: 49,434 shares; 2025Q3: 47,466 shares; 2025Q4: 46,448 shares; 2026Q1: 43,275 shares; 2026Q2: 44,630 shares; 2026Q3: 45,566 shares 45,566 $48.2M 0.73% +936 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,677 shares; 2025Q1: 79,351 shares; 2025Q2: 78,572 shares; 2025Q3: 73,106 shares; 2025Q4: 73,501 shares; 2026Q1: 97,449 shares; 2026Q2: 98,932 shares; 2026Q3: 98,927 shares 98,927 $47M 0.71% -5 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 216,182 shares; 2025Q1: 214,694 shares; 2025Q2: 210,887 shares; 2025Q3: 281,953 shares; 2025Q4: 285,690 shares; 2026Q1: 340,354 shares; 2026Q2: 375,414 shares; 2026Q3: 554,261 shares 554,261 $43.2M 0.66% +178,847 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; 2024Q4: 1,366 shares; 2025Q1: 866 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 944 shares; 2026Q1: 836 shares; 2026Q2: 19,818 shares; 2026Q3: 39,857 shares 39,857 $42.5M 0.65% +20,039 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,315 shares; 2025Q1: 26,444 shares; 2025Q2: 25,287 shares; 2025Q3: 371,255 shares; 2025Q4: 635,122 shares; 2026Q1: 659,378 shares; 2026Q2: 694,925 shares; 2026Q3: 708,768 shares 708,768 $41.4M 0.63% +13,843 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; 2024Q4: 248,695 shares; 2025Q1: 215,883 shares; 2025Q2: 170,332 shares; 2025Q3: 155,684 shares; 2025Q4: 152,880 shares; 2026Q1: 126,980 shares; 2026Q2: 130,240 shares; 2026Q3: 131,034 shares 131,034 $39.8M 0.61% +794 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; 2024Q4: 104,557 shares; 2025Q1: 183,575 shares; 2025Q2: 186,533 shares; 2025Q3: 190,640 shares; 2025Q4: 189,459 shares; 2026Q1: 172,917 shares; 2026Q2: 175,279 shares; 2026Q3: 176,029 shares 176,029 $39M 0.59% +750 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; 2024Q4: 48,000 shares; 2025Q1: 56,707 shares; 2025Q2: 49,212 shares; 2025Q3: 49,634 shares; 2025Q4: 49,237 shares; 2026Q1: 40,365 shares; 2026Q2: 40,471 shares; 2026Q3: 40,624 shares 40,624 $38.8M 0.59% +153 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; 2024Q4: 120,742 shares; 2025Q1: 113,929 shares; 2025Q2: 112,766 shares; 2025Q3: 111,912 shares; 2025Q4: 108,369 shares; 2026Q1: 81,054 shares; 2026Q2: 76,969 shares; 2026Q3: 73,559 shares 73,559 $37.6M 0.57% -3,410 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 165,460 shares; 2025Q1: 191,298 shares; 2025Q2: 191,772 shares; 2025Q3: 184,753 shares; 2025Q4: 186,314 shares; 2026Q1: 130,047 shares; 2026Q2: 134,854 shares; 2026Q3: 133,845 shares 133,845 $36.8M 0.56% -1,009 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 832 shares; 2025Q1: 1,491 shares; 2025Q2: 832 shares; 2025Q3: 45,584 shares; 2025Q4: 47,725 shares; 2026Q1: 161,029 shares; 2026Q2: 201,932 shares; 2026Q3: 413,997 shares 413,997 $34.9M 0.53% +212,065 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,990 shares; 2025Q1: 38,826 shares; 2025Q2: 38,338 shares; 2025Q3: 79,799 shares; 2025Q4: 83,454 shares; 2026Q1: 83,781 shares; 2026Q2: 83,667 shares; 2026Q3: 177,392 shares 177,392 $32.9M 0.5% +93,725 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; 2024Q4: 167,174 shares; 2025Q1: 194,368 shares; 2025Q2: 200,636 shares; 2025Q3: 202,291 shares; 2025Q4: 202,932 shares; 2026Q1: 170,307 shares; 2026Q2: 159,361 shares; 2026Q3: 161,483 shares 161,483 $32.9M 0.5% +2,122 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; 2024Q4: 30,781 shares; 2025Q1: 29,886 shares; 2025Q2: 29,775 shares; 2025Q3: 29,563 shares; 2025Q4: 30,739 shares; 2026Q1: 266,796 shares; 2026Q2: 281,564 shares; 2026Q3: 293,782 shares 293,782 $30.8M 0.47% +12,218 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,396,823 shares; 2025Q1: 1,302,653 shares; 2025Q2: 1,458,016 shares; 2025Q3: 1,547,906 shares; 2025Q4: 1,450,526 shares; 2026Q1: 1,436,953 shares; 2026Q2: 1,472,122 shares; 2026Q3: 1,459,995 shares 1,459,995 $30.6M 0.46% -12,127 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 227,554 shares; 2025Q1: 380,732 shares; 2025Q2: 397,629 shares; 2025Q3: 418,955 shares; 2025Q4: 435,603 shares; 2026Q1: 662,241 shares; 2026Q2: 687,377 shares; 2026Q3: 720,660 shares 720,660 $30.5M 0.46% +33,283 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; 2024Q4: 452,684 shares; 2025Q1: 283,525 shares; 2025Q2: 271,365 shares; 2025Q3: 223,610 shares; 2025Q4: 213,237 shares; 2026Q1: 194,563 shares; 2026Q2: 191,760 shares; 2026Q3: 195,900 shares 195,900 $28.5M 0.43% +4,140 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 171,454 shares; 2025Q1: 245,284 shares; 2025Q2: 303,872 shares; 2025Q3: 282,738 shares; 2025Q4: 282,084 shares; 2026Q1: 298,727 shares; 2026Q2: 280,489 shares; 2026Q3: 276,229 shares 276,229 $28.5M 0.43% -4,260 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: not reported; 2026Q2: 220 shares; 2026Q3: 28,546 shares 28,546 $27.7M 0.42% +28,326 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,459 shares; 2025Q1: 58,292 shares; 2025Q2: 57,885 shares; 2025Q3: 57,881 shares; 2025Q4: 55,005 shares; 2026Q1: 68,617 shares; 2026Q2: 74,456 shares; 2026Q3: 75,522 shares 75,522 $26.9M 0.41% +1,066 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; 2024Q4: 6,129 shares; 2025Q1: 5,101 shares; 2025Q2: 5,142 shares; 2025Q3: 3,938 shares; 2025Q4: 7,658 shares; 2026Q1: 6,787 shares; 2026Q2: 6,732 shares; 2026Q3: 436,385 shares 436,385 $26.8M 0.41% +429,653 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; 2024Q4: 100,348 shares; 2025Q1: 82,108 shares; 2025Q2: 82,013 shares; 2025Q3: 139,091 shares; 2025Q4: 147,774 shares; 2026Q1: 153,091 shares; 2026Q2: 162,107 shares; 2026Q3: 161,560 shares 161,560 $26.4M 0.4% -547 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; 2024Q4: 1,489 shares; 2025Q1: 1,505 shares; 2025Q2: 1,591 shares; 2025Q3: 1,630 shares; 2025Q4: 1,446 shares; 2026Q1: 1,358 shares; 2026Q2: 56,861 shares; 2026Q3: 58,257 shares 58,257 $26M 0.39% +1,396 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; 2024Q4: 106,613 shares; 2025Q1: 99,789 shares; 2025Q2: 97,478 shares; 2025Q3: 90,635 shares; 2025Q4: 90,259 shares; 2026Q1: 86,915 shares; 2026Q2: 86,392 shares; 2026Q3: 86,475 shares 86,475 $24.6M 0.37% +83 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; 2024Q4: 84,013 shares; 2025Q1: 162,487 shares; 2025Q2: 219,903 shares; 2025Q3: 711,343 shares; 2025Q4: 724,595 shares; 2026Q1: 742,396 shares; 2026Q2: 785,654 shares; 2026Q3: 789,655 shares 789,655 $23.8M 0.36% +4,001 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,157 shares; 2025Q1: 51,779 shares; 2025Q2: 51,724 shares; 2025Q3: 52,007 shares; 2025Q4: 51,801 shares; 2026Q1: 56,460 shares; 2026Q2: 56,208 shares; 2026Q3: 59,878 shares 59,878 $23.6M 0.36% +3,670 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,631 shares; 2026Q3: 299,276 shares 299,276 $23.4M 0.36% +198,645 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; 2024Q4: 140,234 shares; 2025Q1: 139,786 shares; 2025Q2: 139,309 shares; 2025Q3: 139,996 shares; 2025Q4: 141,408 shares; 2026Q1: 124,433 shares; 2026Q2: 128,072 shares; 2026Q3: 126,373 shares 126,373 $23.3M 0.35% -1,699 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,179 shares; 2025Q1: 16,835 shares; 2025Q2: 230,978 shares; 2025Q3: 193,416 shares; 2025Q4: 194,443 shares; 2026Q1: 414,947 shares; 2026Q2: 267,358 shares; 2026Q3: 264,227 shares 264,227 $22.6M 0.34% -3,131 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,727 shares; 2025Q1: 75,298 shares; 2025Q2: 68,846 shares; 2025Q3: 67,183 shares; 2025Q4: 66,985 shares; 2026Q1: 61,151 shares; 2026Q2: 62,559 shares; 2026Q3: 63,957 shares 63,957 $21.8M 0.33% +1,398 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 886 shares; 2025Q1: 641 shares; 2025Q2: 543 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 51,926 shares; 2026Q2: 85,287 shares; 2026Q3: 85,577 shares 85,577 $21.7M 0.33% +290 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; 2024Q4: 170 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 112 shares; 2026Q2: 17,166 shares; 2026Q3: 20,593 shares 20,593 $20.6M 0.31% +3,427 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 208,055 shares; 2025Q1: 163,605 shares; 2025Q2: 161,168 shares; 2025Q3: 168,612 shares; 2025Q4: 164,620 shares; 2026Q1: 155,635 shares; 2026Q2: 156,429 shares; 2026Q3: 157,692 shares 157,692 $19.3M 0.29% +1,263 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; 2024Q4: 29,243 shares; 2025Q1: 28,393 shares; 2025Q2: 29,773 shares; 2025Q3: 29,455 shares; 2025Q4: 31,928 shares; 2026Q1: 57,625 shares; 2026Q2: 38,237 shares; 2026Q3: 37,650 shares 37,650 $18.7M 0.28% -587 Timeline RSPE 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 384,098 shares; 2026Q2: 566,258 shares; 2026Q3: 554,225 shares 554,225 $18.5M 0.28% -12,033 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 158,924 shares; 2025Q1: 151,229 shares; 2025Q2: 156,987 shares; 2025Q3: 345,194 shares; 2025Q4: 342,880 shares; 2026Q1: 348,586 shares; 2026Q2: 339,094 shares; 2026Q3: 336,114 shares 336,114 $18.2M 0.28% -2,980 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 579,127 shares; 2025Q1: 273,958 shares; 2025Q2: 265,160 shares; 2025Q3: 244,140 shares; 2025Q4: 225,547 shares; 2026Q1: 212,032 shares; 2026Q2: 189,602 shares; 2026Q3: 186,845 shares 186,845 $17.6M 0.27% -2,757 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; 2024Q4: 167,584 shares; 2025Q1: 169,514 shares; 2025Q2: 166,732 shares; 2025Q3: 167,040 shares; 2025Q4: 171,648 shares; 2026Q1: 199,626 shares; 2026Q2: 196,204 shares; 2026Q3: 202,074 shares 202,074 $17.4M 0.26% +5,870 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; 2024Q4: 22,571 shares; 2025Q1: 22,201 shares; 2025Q2: 21,916 shares; 2025Q3: 20,698 shares; 2025Q4: 21,392 shares; 2026Q1: 25,904 shares; 2026Q2: 18,667 shares; 2026Q3: 18,617 shares 18,617 $16.9M 0.26% -50 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; 2024Q4: 70,283 shares; 2025Q1: 83,340 shares; 2025Q2: 87,082 shares; 2025Q3: 87,191 shares; 2025Q4: 88,124 shares; 2026Q1: 75,682 shares; 2026Q2: 64,006 shares; 2026Q3: 63,705 shares 63,705 $16.4M 0.25% -301 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 262,270 shares; 2025Q1: 259,143 shares; 2025Q2: 247,143 shares; 2025Q3: 238,845 shares; 2025Q4: 235,345 shares; 2026Q1: 222,059 shares; 2026Q2: 202,300 shares; 2026Q3: 200,300 shares 200,300 $15.4M 0.23% -2,000 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138,535 shares; 2025Q1: 306,033 shares; 2025Q2: 304,587 shares; 2025Q3: 293,304 shares; 2025Q4: 289,671 shares; 2026Q1: 281,255 shares; 2026Q2: 288,102 shares; 2026Q3: 282,132 shares 282,132 $14.9M 0.23% -5,970 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,356 shares; 2025Q1: 13,626 shares; 2025Q2: 14,740 shares; 2025Q3: 14,659 shares; 2025Q4: 21,131 shares; 2026Q1: 89,094 shares; 2026Q2: 60,798 shares; 2026Q3: 52,796 shares 52,796 $14.7M 0.22% -8,002 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,109 shares; 2025Q1: 8,761 shares; 2025Q2: 10,424 shares; 2025Q3: 9,314 shares; 2025Q4: 123,009 shares; 2026Q1: 123,913 shares; 2026Q2: 147,969 shares; 2026Q3: 150,749 shares 150,749 $14.6M 0.22% +2,780 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; 2024Q4: 110,294 shares; 2025Q1: 127,237 shares; 2025Q2: 124,874 shares; 2025Q3: 116,420 shares; 2025Q4: 116,644 shares; 2026Q1: 106,911 shares; 2026Q2: 108,876 shares; 2026Q3: 105,387 shares 105,387 $13.9M 0.21% -3,489 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 286,391 shares; 2025Q1: 364,253 shares; 2025Q2: 359,527 shares; 2025Q3: 349,123 shares; 2025Q4: 348,623 shares; 2026Q1: 275,627 shares; 2026Q2: 281,261 shares; 2026Q3: 97,559 shares 97,559 $13.4M 0.2% -183,702 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,705 shares; 2025Q1: 8,686 shares; 2025Q2: 8,640 shares; 2025Q3: 8,276 shares; 2025Q4: 7,859 shares; 2026Q1: 65,767 shares; 2026Q2: 70,264 shares; 2026Q3: 71,204 shares 71,204 $13.4M 0.2% +940 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 315,532 shares; 2026Q3: 339,468 shares 339,468 $12.8M 0.19% +23,936 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102,634 shares; 2025Q1: 147,096 shares; 2025Q2: 144,660 shares; 2025Q3: 145,589 shares; 2025Q4: 146,906 shares; 2026Q1: 142,517 shares; 2026Q2: 145,989 shares; 2026Q3: 53,923 shares 53,923 $12.5M 0.19% -92,066 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; 2024Q4: 26,027 shares; 2025Q1: 25,623 shares; 2025Q2: 34,255 shares; 2025Q3: 33,384 shares; 2025Q4: 33,098 shares; 2026Q1: 31,735 shares; 2026Q2: 31,635 shares; 2026Q3: 31,091 shares 31,091 $11.6M 0.18% -544 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,194 shares; 2025Q1: 15,776 shares; 2025Q2: 14,309 shares; 2025Q3: 14,144 shares; 2025Q4: 14,849 shares; 2026Q1: 14,356 shares; 2026Q2: 14,124 shares; 2026Q3: 14,133 shares 14,133 $11.5M 0.17% +9 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 74,820 shares; 2025Q2: 83,066 shares; 2025Q3: 83,174 shares; 2025Q4: 84,638 shares; 2026Q1: 93,368 shares; 2026Q2: 305,324 shares; 2026Q3: 306,184 shares 306,184 $11M 0.17% +860 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; 2024Q4: 89,569 shares; 2025Q1: 111,353 shares; 2025Q2: 177,751 shares; 2025Q3: 203,731 shares; 2025Q4: 204,060 shares; 2026Q1: 223,609 shares; 2026Q2: 92,551 shares; 2026Q3: 68,857 shares 68,857 $10.5M 0.16% -23,694 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 246,253 shares; 2025Q1: 121,650 shares; 2025Q2: 118,555 shares; 2025Q3: 65,775 shares; 2025Q4: 56,487 shares; 2026Q1: 52,984 shares; 2026Q2: 51,130 shares; 2026Q3: 50,248 shares 50,248 $10.3M 0.16% -882 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 156,921 shares; 2025Q1: 136,875 shares; 2025Q2: 132,942 shares; 2025Q3: 130,599 shares; 2025Q4: 169,955 shares; 2026Q1: 163,563 shares; 2026Q2: 144,466 shares; 2026Q3: 141,508 shares 141,508 $10.2M 0.15% -2,958 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; 2024Q4: 8,130 shares; 2025Q1: 7,669 shares; 2025Q2: 8,174 shares; 2025Q3: 17,851 shares; 2025Q4: 16,389 shares; 2026Q1: 15,396 shares; 2026Q2: 14,556 shares; 2026Q3: 14,468 shares 14,468 $10.1M 0.15% -88 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; 2024Q4: 13,845 shares; 2025Q1: 14,103 shares; 2025Q2: 13,537 shares; 2025Q3: 13,508 shares; 2025Q4: 13,632 shares; 2026Q1: 13,138 shares; 2026Q2: 13,131 shares; 2026Q3: 13,669 shares 13,669 $10.1M 0.15% +538 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,651 shares; 2025Q1: 117,305 shares; 2025Q2: 136,050 shares; 2025Q3: 139,591 shares; 2025Q4: 137,807 shares; 2026Q1: 131,637 shares; 2026Q2: 170,656 shares; 2026Q3: 171,764 shares 171,764 $9.66M 0.15% +1,108 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,134 shares; 2026Q1: 110,134 shares; 2026Q2: 117,104 shares; 2026Q3: 116,581 shares 116,581 $9.32M 0.14% -523 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200,851 shares; 2025Q1: 195,373 shares; 2025Q2: 165,269 shares; 2025Q3: 162,384 shares; 2025Q4: 161,665 shares; 2026Q1: 160,743 shares; 2026Q2: 160,073 shares; 2026Q3: 159,983 shares 159,983 $9.24M 0.14% -90 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,348 shares; 2025Q1: 32,999 shares; 2025Q2: 32,558 shares; 2025Q3: 33,152 shares; 2025Q4: 33,512 shares; 2026Q1: 32,250 shares; 2026Q2: 32,906 shares; 2026Q3: 33,132 shares 33,132 $8.21M 0.12% +226 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,391 shares; 2025Q1: 58,351 shares; 2025Q2: 59,637 shares; 2025Q3: 59,780 shares; 2025Q4: 59,732 shares; 2026Q1: 59,280 shares; 2026Q2: 106,718 shares; 2026Q3: 107,035 shares 107,035 $8.09M 0.12% +317 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,232 shares; 2025Q1: 55,978 shares; 2025Q2: 55,250 shares; 2025Q3: 70,055 shares; 2025Q4: 70,142 shares; 2026Q1: 63,540 shares; 2026Q2: 48,842 shares; 2026Q3: 48,536 shares 48,536 $7.59M 0.12% -306 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; 2024Q4: 31,544 shares; 2025Q1: 32,445 shares; 2025Q2: 33,332 shares; 2025Q3: 33,842 shares; 2025Q4: 33,423 shares; 2026Q1: 32,599 shares; 2026Q2: 32,579 shares; 2026Q3: 32,749 shares 32,749 $7.2M 0.11% +170 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,649 shares; 2025Q1: 51,557 shares; 2025Q2: 60,747 shares; 2025Q3: 61,719 shares; 2025Q4: 613,558 shares; 2026Q1: 358,321 shares; 2026Q2: 367,277 shares; 2026Q3: 98,620 shares 98,620 $6.86M 0.1% -268,657 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110,437 shares; 2026Q3: 118,876 shares 118,876 $6.57M 0.1% +8,439 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32 shares; 2025Q1: 49 shares; 2025Q2: 32 shares; 2025Q3: 684 shares; 2025Q4: 684 shares; 2026Q1: 31,660 shares; 2026Q2: 31,660 shares; 2026Q3: 31,660 shares 31,660 $6.46M 0.1% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 850,399 shares; 2025Q1: 2,099,915 shares; 2025Q2: 2,175,636 shares; 2025Q3: 2,266,349 shares; 2025Q4: 2,283,028 shares; 2026Q1: 352,654 shares; 2026Q2: 175,945 shares; 2026Q3: 128,504 shares 128,504 $6.36M 0.1% -47,441 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,113 shares; 2025Q1: 13,375 shares; 2025Q2: 12,825 shares; 2025Q3: 10,990 shares; 2025Q4: 11,674 shares; 2026Q1: 10,445 shares; 2026Q2: 11,105 shares; 2026Q3: 11,241 shares 11,241 $6.2M 0.09% +136 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; 2024Q4: 42,299 shares; 2025Q1: 2,989,452 shares; 2025Q2: 41,238 shares; 2025Q3: 40,512 shares; 2025Q4: 39,907 shares; 2026Q1: 35,675 shares; 2026Q2: 35,022 shares; 2026Q3: 35,062 shares 35,062 $6.12M 0.09% +40 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,695 shares; 2025Q1: 238,843 shares; 2025Q2: 322,469 shares; 2025Q3: 327,763 shares; 2025Q4: 326,077 shares; 2026Q1: 337,703 shares; 2026Q2: 65,831 shares; 2026Q3: 56,544 shares 56,544 $5.59M 0.08% -9,287 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,260 shares; 2025Q1: 3,814 shares; 2025Q2: 4,687 shares; 2025Q3: 6,121 shares; 2025Q4: 17,387 shares; 2026Q1: 250,558 shares; 2026Q2: 119,079 shares; 2026Q3: 66,578 shares 66,578 $5.4M 0.08% -52,501 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,856 shares; 2025Q1: 1,930 shares; 2025Q2: 6,337 shares; 2025Q3: 6,809 shares; 2025Q4: 6,809 shares; 2026Q1: 6,809 shares; 2026Q2: 6,809 shares; 2026Q3: 24,456 shares 24,456 $5.32M 0.08% +17,647 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 152,024 shares; 2025Q1: 147,120 shares; 2025Q2: 144,400 shares; 2025Q3: 141,818 shares; 2025Q4: 68,438 shares; 2026Q1: 41,963 shares; 2026Q2: 39,794 shares; 2026Q3: 36,427 shares 36,427 $4.62M 0.07% -3,367 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,070 shares; 2025Q1: 7,720 shares; 2025Q2: 7,589 shares; 2025Q3: 14,009 shares; 2025Q4: 51,254 shares; 2026Q1: 51,185 shares; 2026Q2: 51,165 shares; 2026Q3: 51,165 shares 51,165 $4.24M 0.06% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,906 shares; 2025Q1: 39,988 shares; 2025Q2: 37,368 shares; 2025Q3: 35,234 shares; 2025Q4: 35,023 shares; 2026Q1: 28,438 shares; 2026Q2: 27,033 shares; 2026Q3: 29,470 shares 29,470 $4.19M 0.06% +2,437 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 43,792 shares; 2025Q2: 43,279 shares; 2025Q3: 108 shares; 2025Q4: not reported; 2026Q1: 132,252 shares; 2026Q2: 291,886 shares; 2026Q3: 56,678 shares 56,678 $4.14M 0.06% -235,208 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; 2024Q4: 36,067 shares; 2025Q1: 33,238 shares; 2025Q2: 32,763 shares; 2025Q3: 30,477 shares; 2025Q4: 32,349 shares; 2026Q1: 34,533 shares; 2026Q2: 35,677 shares; 2026Q3: 35,687 shares 35,687 $3.84M 0.06% +10 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,908 shares; 2025Q1: 10,126 shares; 2025Q2: 10,331 shares; 2025Q3: 10,581 shares; 2025Q4: 11,069 shares; 2026Q1: 10,827 shares; 2026Q2: 11,211 shares; 2026Q3: 12,152 shares 12,152 $3.79M 0.06% +941 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; 2024Q4: 48,494 shares; 2025Q1: 45,271 shares; 2025Q2: 45,386 shares; 2025Q3: 45,236 shares; 2025Q4: 45,236 shares; 2026Q1: 47,205 shares; 2026Q2: 49,568 shares; 2026Q3: 49,018 shares 49,018 $3.74M 0.06% -550 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; 2024Q4: 31,703 shares; 2025Q1: 8,900 shares; 2025Q2: 7,774 shares; 2025Q3: 7,079 shares; 2025Q4: 6,206 shares; 2026Q1: 5,895 shares; 2026Q2: 5,699 shares; 2026Q3: 5,528 shares 5,528 $3.73M 0.06% -171 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,638 shares; 2025Q1: 32,611 shares; 2025Q2: 29,712 shares; 2025Q3: 29,014 shares; 2025Q4: 34,568 shares; 2026Q1: 34,811 shares; 2026Q2: 34,237 shares; 2026Q3: 30,331 shares 30,331 $3.65M 0.06% -3,906 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 97,406 shares; 2026Q2: 166,837 shares; 2026Q3: 26,711 shares 26,711 $3.59M 0.05% -140,126 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79,816 shares; 2025Q1: 152,718 shares; 2025Q2: 238,930 shares; 2025Q3: 244,202 shares; 2025Q4: 245,808 shares; 2026Q1: 253,429 shares; 2026Q2: 43,794 shares; 2026Q3: 37,626 shares 37,626 $3.55M 0.05% -6,168 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; 2024Q4: 5,830 shares; 2025Q1: 5,492 shares; 2025Q2: 5,437 shares; 2025Q3: 5,335 shares; 2025Q4: 5,336 shares; 2026Q1: 5,194 shares; 2026Q2: 5,448 shares; 2026Q3: 5,378 shares 5,378 $3.53M 0.05% -70 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; 2024Q4: 2,346 shares; 2025Q1: 2,346 shares; 2025Q2: 2,512 shares; 2025Q3: 2,572 shares; 2025Q4: 2,772 shares; 2026Q1: 3,154 shares; 2026Q2: 3,340 shares; 2026Q3: 3,670 shares 3,670 $3.49M 0.05% +330 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,258 shares; 2025Q1: 22,296 shares; 2025Q2: 26,053 shares; 2025Q3: 26,030 shares; 2025Q4: 27,552 shares; 2026Q1: 30,530 shares; 2026Q2: 30,113 shares; 2026Q3: 33,332 shares 33,332 $3.46M 0.05% +3,219 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; 2024Q4: 73,805 shares; 2025Q1: 68,896 shares; 2025Q2: 66,742 shares; 2025Q3: 66,255 shares; 2025Q4: 64,680 shares; 2026Q1: 13,470 shares; 2026Q2: 13,061 shares; 2026Q3: 12,389 shares 12,389 $3.45M 0.05% -672 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,188 shares; 2025Q1: 3,398 shares; 2025Q2: 2,794 shares; 2025Q3: 2,891 shares; 2025Q4: 2,960 shares; 2026Q1: 4,362 shares; 2026Q2: 4,494 shares; 2026Q3: 6,200 shares 6,200 $3.34M 0.05% +1,706 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 409 shares; 2025Q1: 425 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 69,659 shares; 2026Q3: 71,445 shares 71,445 $3.29M 0.05% +1,786 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 241,568 shares; 2025Q1: 265,739 shares; 2025Q2: 313,506 shares; 2025Q3: 318,985 shares; 2025Q4: 63,020 shares; 2026Q1: 36,295 shares; 2026Q2: 22,784 shares; 2026Q3: 14,573 shares 14,573 $3.24M 0.05% -8,211 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,450 shares; 2025Q1: 89,731 shares; 2025Q2: 89,731 shares; 2025Q3: 91,268 shares; 2025Q4: 82,377 shares; 2026Q1: 292,377 shares; 2026Q2: 122,583 shares; 2026Q3: 82,419 shares 82,419 $3.12M 0.05% -40,164 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; 2024Q4: 45,065 shares; 2025Q1: 9,386 shares; 2025Q2: 8,662 shares; 2025Q3: 8,537 shares; 2025Q4: 20,374 shares; 2026Q1: 17,298 shares; 2026Q2: 16,641 shares; 2026Q3: 15,912 shares 15,912 $3.11M 0.05% -729 Timeline EIPX 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,845 shares; 2026Q1: 78,778 shares; 2026Q2: 98,217 shares; 2026Q3: 98,018 shares 98,018 $3.07M 0.05% -199 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; 2024Q4: 1,200 shares; 2025Q1: 2,140 shares; 2025Q2: 2,180 shares; 2025Q3: 2,065 shares; 2025Q4: 2,000 shares; 2026Q1: 2,050 shares; 2026Q2: 2,134 shares; 2026Q3: 11,539 shares 11,539 $3.05M 0.05% +9,405 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,001 shares; 2025Q1: 3,913 shares; 2025Q2: 4,739 shares; 2025Q3: 4,803 shares; 2025Q4: 4,799 shares; 2026Q1: 4,768 shares; 2026Q2: 4,712 shares; 2026Q3: 4,538 shares 4,538 $3.05M 0.05% -174 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; 2024Q4: 244,342 shares; 2025Q1: 259,199 shares; 2025Q2: 253,079 shares; 2025Q3: 249,324 shares; 2025Q4: 242,007 shares; 2026Q1: 221,336 shares; 2026Q2: 70,246 shares; 2026Q3: 62,678 shares 62,678 $2.88M 0.04% -7,568 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,578 shares; 2025Q1: 14,578 shares; 2025Q2: 14,578 shares; 2025Q3: 14,578 shares; 2025Q4: 14,578 shares; 2026Q1: 14,578 shares; 2026Q2: 14,578 shares; 2026Q3: 14,578 shares 14,578 $2.81M 0.04% 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; 2024Q4: 26,923 shares; 2025Q1: 31,915 shares; 2025Q2: 35,054 shares; 2025Q3: 32,965 shares; 2025Q4: 35,752 shares; 2026Q1: 40,639 shares; 2026Q2: 40,450 shares; 2026Q3: 35,705 shares 35,705 $2.79M 0.04% -4,745 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; 2024Q4: 160,257 shares; 2025Q1: 149,691 shares; 2025Q2: 19,956 shares; 2025Q3: 11,078 shares; 2025Q4: 9,926 shares; 2026Q1: 7,708 shares; 2026Q2: 7,663 shares; 2026Q3: 7,559 shares 7,559 $2.77M 0.04% -104 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; 2024Q4: 3,574 shares; 2025Q1: 4,268 shares; 2025Q2: 4,183 shares; 2025Q3: 4,191 shares; 2025Q4: 4,133 shares; 2026Q1: 3,908 shares; 2026Q2: 5,913 shares; 2026Q3: 5,983 shares 5,983 $2.73M 0.04% +70 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; 2024Q4: 559 shares; 2025Q1: 761 shares; 2025Q2: 732 shares; 2025Q3: 613 shares; 2025Q4: 799 shares; 2026Q1: 809 shares; 2026Q2: 1,246 shares; 2026Q3: 1,421 shares 1,421 $2.57M 0.04% +175 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; 2024Q4: 4,245 shares; 2025Q1: 4,292 shares; 2025Q2: 4,743 shares; 2025Q3: 4,736 shares; 2025Q4: 5,749 shares; 2026Q1: 5,338 shares; 2026Q2: 6,810 shares; 2026Q3: 6,726 shares 6,726 $2.56M 0.04% -84 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; 2024Q4: 1,464 shares; 2025Q1: 1,529 shares; 2025Q2: 1,539 shares; 2025Q3: 1,540 shares; 2025Q4: 2,438 shares; 2026Q1: 19,434 shares; 2026Q2: 9,678 shares; 2026Q3: 2,744 shares 2,744 $2.47M 0.04% -6,934 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,517 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares; 2026Q2: 10,500 shares; 2026Q3: 10,557 shares 10,557 $2.46M 0.04% +57 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; 2024Q4: 148,433 shares; 2025Q1: 135,512 shares; 2025Q2: 117,531 shares; 2025Q3: 92,108 shares; 2025Q4: 88,168 shares; 2026Q1: 81,085 shares; 2026Q2: 73,328 shares; 2026Q3: 73,328 shares 73,328 $2.39M 0.04% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,527 shares; 2025Q1: 12,657 shares; 2025Q2: 11,994 shares; 2025Q3: 12,572 shares; 2025Q4: 16,889 shares; 2026Q1: 18,114 shares; 2026Q2: 17,844 shares; 2026Q3: 17,011 shares 17,011 $2.31M 0.04% -833 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,703 shares; 2025Q1: 13,726 shares; 2025Q2: 12,592 shares; 2025Q3: 13,599 shares; 2025Q4: 13,605 shares; 2026Q1: 12,607 shares; 2026Q2: 12,600 shares; 2026Q3: 12,429 shares 12,429 $2.31M 0.04% -171 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; 2024Q4: 41,217 shares; 2025Q1: 37,213 shares; 2025Q2: 33,355 shares; 2025Q3: 33,928 shares; 2025Q4: 42,308 shares; 2026Q1: 41,571 shares; 2026Q2: 42,713 shares; 2026Q3: 38,920 shares 38,920 $2.31M 0.04% -3,793 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,339 shares; 2025Q1: 96,884 shares; 2025Q2: 91,911 shares; 2025Q3: 100,606 shares; 2025Q4: 99,661 shares; 2026Q1: 97,780 shares; 2026Q2: 88,290 shares; 2026Q3: 78,614 shares 78,614 $2.24M 0.03% -9,676 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,967 shares; 2025Q1: 10,452 shares; 2025Q2: 11,595 shares; 2025Q3: 11,337 shares; 2025Q4: 11,683 shares; 2026Q1: 11,829 shares; 2026Q2: 13,165 shares; 2026Q3: 13,057 shares 13,057 $2.14M 0.03% -108 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,210 shares; 2025Q1: 2,134 shares; 2025Q2: 2,134 shares; 2025Q3: 2,109 shares; 2025Q4: 1,927 shares; 2026Q1: 1,927 shares; 2026Q2: 5,194 shares; 2026Q3: 5,078 shares 5,078 $2.11M 0.03% -116 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,574 shares; 2025Q1: 6,045 shares; 2025Q2: 6,067 shares; 2025Q3: 5,717 shares; 2025Q4: 6,944 shares; 2026Q1: 6,961 shares; 2026Q2: 6,496 shares; 2026Q3: 6,496 shares 6,496 $2.11M 0.03% 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; 2024Q4: 8,042 shares; 2025Q1: 8,007 shares; 2025Q2: 7,845 shares; 2025Q3: 7,845 shares; 2025Q4: 8,193 shares; 2026Q1: 8,146 shares; 2026Q2: 8,108 shares; 2026Q3: 8,194 shares 8,194 $2.11M 0.03% +86 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,011 shares; 2025Q1: 50,394 shares; 2025Q2: 49,891 shares; 2025Q3: 49,841 shares; 2025Q4: 47,044 shares; 2026Q1: 46,807 shares; 2026Q2: 46,792 shares; 2026Q3: 45,065 shares 45,065 $2.1M 0.03% -1,727 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; 2024Q4: 27,557 shares; 2025Q1: 25,715 shares; 2025Q2: 29,768 shares; 2025Q3: 29,410 shares; 2025Q4: 28,129 shares; 2026Q1: 27,627 shares; 2026Q2: 29,138 shares; 2026Q3: 29,138 shares 29,138 $2.04M 0.03% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159,325 shares; 2025Q1: 220,550 shares; 2025Q2: 220,550 shares; 2025Q3: 220,550 shares; 2025Q4: 384,930 shares; 2026Q1: 384,930 shares; 2026Q2: 384,930 shares; 2026Q3: 384,930 shares 384,930 $2.03M 0.03% 0 Timeline WCMI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,017 shares; 2026Q1: 104,017 shares; 2026Q2: 104,017 shares; 2026Q3: 104,017 shares 104,017 $1.98M 0.03% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121,325 shares; 2025Q1: 103,548 shares; 2025Q2: 98,819 shares; 2025Q3: 94,756 shares; 2025Q4: 96,771 shares; 2026Q1: 87,400 shares; 2026Q2: 87,939 shares; 2026Q3: 80,794 shares 80,794 $1.97M 0.03% -7,145 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; 2024Q4: 38,719 shares; 2025Q1: 35,410 shares; 2025Q2: 32,379 shares; 2025Q3: 32,239 shares; 2025Q4: 35,268 shares; 2026Q1: 32,500 shares; 2026Q2: 27,740 shares; 2026Q3: 31,061 shares 31,061 $1.94M 0.03% +3,321 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,287 shares; 2025Q1: 7,005 shares; 2025Q2: 6,516 shares; 2025Q3: 5,064 shares; 2025Q4: 5,083 shares; 2026Q1: 4,754 shares; 2026Q2: 4,449 shares; 2026Q3: 4,525 shares 4,525 $1.91M 0.03% +76 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,901 shares 8,901 $1.88M 0.03% new Timeline CWI 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; 2024Q4: 563,802 shares; 2025Q1: 105,321 shares; 2025Q2: 95,803 shares; 2025Q3: 90,567 shares; 2025Q4: 63,914 shares; 2026Q1: 55,432 shares; 2026Q2: 51,952 shares; 2026Q3: 46,263 shares 46,263 $1.87M 0.03% -5,689 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,156 shares; 2025Q1: 21,525 shares; 2025Q2: 21,277 shares; 2025Q3: 20,879 shares; 2025Q4: 22,158 shares; 2026Q1: 21,386 shares; 2026Q2: 20,997 shares; 2026Q3: 21,610 shares 21,610 $1.86M 0.03% +613 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,560 shares; 2025Q1: 9,560 shares; 2025Q2: 9,360 shares; 2025Q3: 9,360 shares; 2025Q4: 9,369 shares; 2026Q1: 9,912 shares; 2026Q2: 9,462 shares; 2026Q3: 28,994 shares 28,994 $1.85M 0.03% +19,532 Timeline VERA VERA THERAPEUTICS INC More: the full row for VERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,050 shares; 2025Q1: 56,050 shares; 2025Q2: 56,050 shares; 2025Q3: 56,050 shares; 2025Q4: 56,050 shares; 2026Q1: 56,050 shares; 2026Q2: 56,050 shares; 2026Q3: 56,050 shares 56,050 $1.81M 0.03% 0 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,752 shares; 2025Q1: 21,846 shares; 2025Q2: 21,846 shares; 2025Q3: 21,458 shares; 2025Q4: 25,573 shares; 2026Q1: 24,925 shares; 2026Q2: 24,925 shares; 2026Q3: 23,173 shares 23,173 $1.8M 0.03% -1,752 Timeline KBWB 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,468 shares; 2026Q1: 16,248 shares; 2026Q2: 20,402 shares; 2026Q3: 20,152 shares 20,152 $1.76M 0.03% -250 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,645 shares; 2025Q1: 15,618 shares; 2025Q2: 14,986 shares; 2025Q3: 13,375 shares; 2025Q4: 12,666 shares; 2026Q1: 8,632 shares; 2026Q2: 8,361 shares; 2026Q3: 8,416 shares 8,416 $1.74M 0.03% +55 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; 2024Q4: 7,448 shares; 2025Q1: 7,738 shares; 2025Q2: 7,738 shares; 2025Q3: 7,464 shares; 2025Q4: 7,945 shares; 2026Q1: 8,210 shares; 2026Q2: 7,967 shares; 2026Q3: 7,437 shares 7,437 $1.74M 0.03% -530 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 186,971 shares; 2025Q1: 173,559 shares; 2025Q2: 140,146 shares; 2025Q3: 79,295 shares; 2025Q4: 75,461 shares; 2026Q1: 17,308 shares; 2026Q2: 14,085 shares; 2026Q3: 13,862 shares 13,862 $1.73M 0.03% -223 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 163,052 shares; 2025Q1: 13,412 shares; 2025Q2: 7,903 shares; 2025Q3: 6,970 shares; 2025Q4: 6,164 shares; 2026Q1: 5,456 shares; 2026Q2: 5,131 shares; 2026Q3: 18,326 shares 18,326 $1.69M 0.03% +13,195 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,532 shares; 2025Q1: 19,864 shares; 2025Q2: 32,599 shares; 2025Q3: 32,499 shares; 2025Q4: 22,290 shares; 2026Q1: 19,790 shares; 2026Q2: 17,827 shares; 2026Q3: 15,146 shares 15,146 $1.62M 0.02% -2,681 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; 2024Q4: 2,030 shares; 2025Q1: 5,530 shares; 2025Q2: 5,580 shares; 2025Q3: 5,330 shares; 2025Q4: 5,330 shares; 2026Q1: 5,380 shares; 2026Q2: 6,427 shares; 2026Q3: 6,665 shares 6,665 $1.61M 0.02% +238 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,380 shares; 2025Q2: 5,250 shares; 2025Q3: 4,990 shares; 2025Q4: 5,159 shares; 2026Q1: 4,755 shares; 2026Q2: 4,590 shares; 2026Q3: 4,590 shares 4,590 $1.51M 0.02% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,963 shares; 2025Q1: 6,963 shares; 2025Q2: 6,942 shares; 2025Q3: 6,844 shares; 2025Q4: 6,860 shares; 2026Q1: 55,859 shares; 2026Q2: 6,759 shares; 2026Q3: 7,084 shares 7,084 $1.48M 0.02% +325 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,785 shares; 2025Q1: 62,387 shares; 2025Q2: 19,333 shares; 2025Q3: 9,145 shares; 2025Q4: 9,229 shares; 2026Q1: 4,907 shares; 2026Q2: 5,889 shares; 2026Q3: 6,213 shares 6,213 $1.43M 0.02% +324 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; 2024Q4: 259,683 shares; 2025Q1: 263,092 shares; 2025Q2: 263,764 shares; 2025Q3: 268,975 shares; 2025Q4: 264,087 shares; 2026Q1: 40,289 shares; 2026Q2: 26,651 shares; 2026Q3: 23,634 shares 23,634 $1.37M 0.02% -3,017 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; 2024Q4: 1,972 shares; 2025Q1: 1,994 shares; 2025Q2: 1,367 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,283 shares; 2026Q2: 11,410 shares; 2026Q3: 14,954 shares 14,954 $1.35M 0.02% +3,544 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; 2024Q4: 9,490 shares; 2025Q1: 9,490 shares; 2025Q2: 9,490 shares; 2025Q3: 9,490 shares; 2025Q4: 16,390 shares; 2026Q1: 16,576 shares; 2026Q2: 16,390 shares; 2026Q3: 17,310 shares 17,310 $1.34M 0.02% +920 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares; 2026Q1: 334 shares; 2026Q2: 12,284 shares; 2026Q3: 14,785 shares 14,785 $1.32M 0.02% +2,501 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,228 shares; 2025Q2: 1,921 shares; 2025Q3: 3,059 shares; 2025Q4: 3,709 shares; 2026Q1: 4,906 shares; 2026Q2: 5,320 shares; 2026Q3: 5,584 shares 5,584 $1.29M 0.02% +264 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; 2024Q4: 15,420 shares; 2025Q1: 14,492 shares; 2025Q2: 13,136 shares; 2025Q3: 14,740 shares; 2025Q4: 15,897 shares; 2026Q1: 16,527 shares; 2026Q2: 15,388 shares; 2026Q3: 16,113 shares 16,113 $1.29M 0.02% +725 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; 2024Q4: 1,262 shares; 2025Q1: 2,664 shares; 2025Q2: 1,454 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 2,019 shares; 2026Q2: 3,041 shares; 2026Q3: 5,809 shares 5,809 $1.26M 0.02% +2,768 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: 652 shares; 2026Q1: 31,660 shares; 2026Q2: 31,660 shares; 2026Q3: 26,648 shares 26,648 $1.26M 0.02% -5,012 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,190 shares; 2025Q1: 26,478 shares; 2025Q2: 20,395 shares; 2025Q3: 20,204 shares; 2025Q4: 19,369 shares; 2026Q1: 16,820 shares; 2026Q2: 14,429 shares; 2026Q3: 13,467 shares 13,467 $1.23M 0.02% -962 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,612 shares; 2025Q1: 2,437 shares; 2025Q2: 4,412 shares; 2025Q3: 5,220 shares; 2025Q4: 4,953 shares; 2026Q1: 5,601 shares; 2026Q2: 7,860 shares; 2026Q3: 7,958 shares 7,958 $1.22M 0.02% +98 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,332 shares; 2025Q1: 10,133 shares; 2025Q2: 9,996 shares; 2025Q3: 9,946 shares; 2025Q4: 12,961 shares; 2026Q1: 9,403 shares; 2026Q2: 10,064 shares; 2026Q3: 10,822 shares 10,822 $1.21M 0.02% +758 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,335 shares; 2025Q1: 9,335 shares; 2025Q2: 9,335 shares; 2025Q3: 54,843 shares; 2025Q4: 54,843 shares; 2026Q1: 54,843 shares; 2026Q2: 54,843 shares; 2026Q3: 54,843 shares 54,843 $1.2M 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,588 shares; 2025Q1: 7,261 shares; 2025Q2: 6,521 shares; 2025Q3: 6,521 shares; 2025Q4: 8,809 shares; 2026Q1: 8,630 shares; 2026Q2: 7,824 shares; 2026Q3: 7,753 shares 7,753 $1.18M 0.02% -71 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,390 shares; 2025Q1: 1,585 shares; 2025Q2: 1,390 shares; 2025Q3: 1,822 shares; 2025Q4: 1,967 shares; 2026Q1: 1,940 shares; 2026Q2: 2,190 shares; 2026Q3: 8,992 shares 8,992 $1.16M 0.02% +6,802 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,903 shares; 2025Q1: 17,474 shares; 2025Q2: 13,230 shares; 2025Q3: 12,591 shares; 2025Q4: 12,804 shares; 2026Q1: 13,004 shares; 2026Q2: 13,115 shares; 2026Q3: 12,333 shares 12,333 $1.16M 0.02% -782 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,186 shares; 2025Q1: 5,370 shares; 2025Q2: 5,070 shares; 2025Q3: 4,930 shares; 2025Q4: 4,932 shares; 2026Q1: 4,930 shares; 2026Q2: 4,930 shares; 2026Q3: 4,969 shares 4,969 $1.12M 0.02% +39 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; 2024Q4: 3,000 shares; 2025Q1: 3,006 shares; 2025Q2: 3,344 shares; 2025Q3: 3,510 shares; 2025Q4: 3,714 shares; 2026Q1: 3,734 shares; 2026Q2: 5,688 shares; 2026Q3: 5,961 shares 5,961 $1.12M 0.02% +273 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,813 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: 3,808 shares; 2025Q4: 3,476 shares; 2026Q1: 3,594 shares; 2026Q2: 3,879 shares; 2026Q3: 3,901 shares 3,901 $1.07M 0.02% +22 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,120 shares; 2025Q1: 5,357 shares; 2025Q2: 5,293 shares; 2025Q3: 7,295 shares; 2025Q4: 7,383 shares; 2026Q1: 7,256 shares; 2026Q2: 7,170 shares; 2026Q3: 7,170 shares 7,170 $1.06M 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,644 shares; 2025Q1: 3,392 shares; 2025Q2: 3,285 shares; 2025Q3: 3,162 shares; 2025Q4: 3,223 shares; 2026Q1: 2,833 shares; 2026Q2: 3,020 shares; 2026Q3: 2,950 shares 2,950 $1.05M 0.02% -70 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; 2024Q4: 3,714 shares; 2025Q1: 3,653 shares; 2025Q2: 3,586 shares; 2025Q3: 3,658 shares; 2025Q4: 3,366 shares; 2026Q1: 3,529 shares; 2026Q2: 3,629 shares; 2026Q3: 3,729 shares 3,729 $1.04M 0.02% +100 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,266 shares; 2025Q1: 14,246 shares; 2025Q2: 14,246 shares; 2025Q3: 13,285 shares; 2025Q4: 20,306 shares; 2026Q1: 17,767 shares; 2026Q2: 15,945 shares; 2026Q3: 15,945 shares 15,945 $1.02M 0.02% 0 Timeline AVLV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,294 shares; 2026Q3: 11,294 shares 11,294 $1.02M 0.02% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 377,370 shares; 2025Q1: 326,716 shares; 2025Q2: 321,842 shares; 2025Q3: 313,920 shares; 2025Q4: 312,066 shares; 2026Q1: 292,080 shares; 2026Q2: 24,110 shares; 2026Q3: 20,685 shares 20,685 $1.01M 0.02% -3,425 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,132 shares; 2025Q1: 3,943 shares; 2025Q2: 4,163 shares; 2025Q3: 3,994 shares; 2025Q4: 4,148 shares; 2026Q1: 4,089 shares; 2026Q2: 3,634 shares; 2026Q3: 4,317 shares 4,317 $985K 0.01% +683 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,599 shares; 2025Q1: 6,179 shares; 2025Q2: 6,084 shares; 2025Q3: 5,906 shares; 2025Q4: 5,906 shares; 2026Q1: 5,906 shares; 2026Q2: 5,906 shares; 2026Q3: 5,820 shares 5,820 $984K 0.01% -86 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,319 shares 6,319 $979K 0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,216 shares; 2025Q1: 21,966 shares; 2025Q2: 21,134 shares; 2025Q3: 20,931 shares; 2025Q4: 20,929 shares; 2026Q1: 29,470 shares; 2026Q2: 11,731 shares; 2026Q3: 9,636 shares 9,636 $976K 0.01% -2,095 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,263 shares; 2025Q1: 27,400 shares; 2025Q2: 26,093 shares; 2025Q3: 21,020 shares; 2025Q4: 20,965 shares; 2026Q1: 13,290 shares; 2026Q2: 12,918 shares; 2026Q3: 12,888 shares 12,888 $972K 0.01% -30 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; 2024Q4: 3,121 shares; 2025Q1: 2,860 shares; 2025Q2: 2,660 shares; 2025Q3: 2,848 shares; 2025Q4: 2,852 shares; 2026Q1: 2,801 shares; 2026Q2: 2,696 shares; 2026Q3: 2,647 shares 2,647 $944K 0.01% -49 Timeline SLVO UBS AG More: the full row for UBS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,110 shares; 2025Q2: 3,110 shares; 2025Q3: 3,110 shares; 2025Q4: 11,765 shares; 2026Q1: 13,740 shares; 2026Q2: 14,590 shares; 2026Q3: 14,590 shares 14,590 $944K 0.01% 0 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; 2024Q4: 13,725 shares; 2025Q1: 14,025 shares; 2025Q2: 13,720 shares; 2025Q3: 13,720 shares; 2025Q4: 13,736 shares; 2026Q1: 14,170 shares; 2026Q2: 13,030 shares; 2026Q3: 13,904 shares 13,904 $936K 0.01% +874 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; 2024Q4: 526 shares; 2025Q1: 722 shares; 2025Q2: 833 shares; 2025Q3: 811 shares; 2025Q4: 734 shares; 2026Q1: 859 shares; 2026Q2: 7,122 shares; 2026Q3: 7,446 shares 7,446 $936K 0.01% +324 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,916 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares; 2026Q2: 11,200 shares; 2026Q3: 11,200 shares 11,200 $929K 0.01% 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; 2024Q4: 92,566 shares; 2025Q1: 11,372 shares; 2025Q2: 9,554 shares; 2025Q3: 8,576 shares; 2025Q4: 8,654 shares; 2026Q1: 8,353 shares; 2026Q2: 6,744 shares; 2026Q3: 6,392 shares 6,392 $911K 0.01% -352 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,260 shares; 2025Q1: 54,771 shares; 2025Q2: 54,144 shares; 2025Q3: 49,718 shares; 2025Q4: 243,586 shares; 2026Q1: 21,920 shares; 2026Q2: 10,978 shares; 2026Q3: 6,672 shares 6,672 $894K 0.01% -4,306 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; 2024Q4: 2,368 shares; 2025Q1: 2,118 shares; 2025Q2: 2,414 shares; 2025Q3: 2,118 shares; 2025Q4: 2,118 shares; 2026Q1: 6,059 shares; 2026Q2: 6,381 shares; 2026Q3: 5,754 shares 5,754 $893K 0.01% -627 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; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 2,887 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares; 2026Q3: 10,500 shares 10,500 $892K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,886 shares; 2025Q1: 7,035 shares; 2025Q2: 6,841 shares; 2025Q3: 6,841 shares; 2025Q4: 6,703 shares; 2026Q1: 7,097 shares; 2026Q2: 8,979 shares; 2026Q3: 9,358 shares 9,358 $889K 0.01% +379 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; 2024Q4: 20,910 shares; 2025Q1: 11,316 shares; 2025Q2: 9,973 shares; 2025Q3: 8,791 shares; 2025Q4: 10,575 shares; 2026Q1: 10,317 shares; 2026Q2: 10,374 shares; 2026Q3: 10,267 shares 10,267 $880K 0.01% -107 Timeline PFM 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 436 shares; 2026Q1: 5,502 shares; 2026Q2: 12,569 shares; 2026Q3: 15,885 shares 15,885 $872K 0.01% +3,316 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; 2024Q4: 18,667 shares; 2025Q1: 16,238 shares; 2025Q2: 16,537 shares; 2025Q3: 16,481 shares; 2025Q4: 15,641 shares; 2026Q1: 15,641 shares; 2026Q2: 15,631 shares; 2026Q3: 15,861 shares 15,861 $870K 0.01% +230 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; 2024Q4: 8,325 shares; 2025Q1: 8,325 shares; 2025Q2: 8,323 shares; 2025Q3: 8,222 shares; 2025Q4: 7,562 shares; 2026Q1: 6,390 shares; 2026Q2: 6,421 shares; 2026Q3: 6,372 shares 6,372 $869K 0.01% -49 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,042 shares; 2025Q1: 58,795 shares; 2025Q2: 57,009 shares; 2025Q3: 85,223 shares; 2025Q4: 85,643 shares; 2026Q1: 84,033 shares; 2026Q2: 5,646 shares; 2026Q3: 3,212 shares 3,212 $864K 0.01% -2,434 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; 2024Q4: 1,921,239 shares; 2025Q1: 399,361 shares; 2025Q2: 125,060 shares; 2025Q3: 61,728 shares; 2025Q4: 53,478 shares; 2026Q1: 43,261 shares; 2026Q2: 25,528 shares; 2026Q3: 26,519 shares 26,519 $856K 0.01% +991 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,999 shares; 2025Q1: 2,151 shares; 2025Q2: 1,999 shares; 2025Q3: 1,999 shares; 2025Q4: 1,999 shares; 2026Q1: 1,999 shares; 2026Q2: 1,999 shares; 2026Q3: 1,999 shares 1,999 $847K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,560 shares; 2025Q1: 8,560 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,010 shares; 2026Q1: 8,000 shares; 2026Q2: 9,417 shares; 2026Q3: 26,931 shares 26,931 $842K 0.01% +17,514 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221,666 shares; 2026Q1: 275,531 shares; 2026Q2: 23,443 shares; 2026Q3: 15,540 shares 15,540 $838K 0.01% -7,903 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; 2024Q4: 18,076 shares; 2025Q1: 17,789 shares; 2025Q2: 531 shares; 2025Q3: 478 shares; 2025Q4: 521 shares; 2026Q1: 324 shares; 2026Q2: 78,620 shares; 2026Q3: 4,989 shares 4,989 $833K 0.01% -73,631 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; 2024Q4: 1,052 shares; 2025Q1: 970 shares; 2025Q2: 940 shares; 2025Q3: 888 shares; 2025Q4: 836 shares; 2026Q1: 778 shares; 2026Q2: 705 shares; 2026Q3: 1,703 shares 1,703 $823K 0.01% +998 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; 2024Q4: 1,607 shares; 2025Q1: 1,011 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 40 shares; 2026Q2: 279 shares; 2026Q3: 2,447 shares 2,447 $812K 0.01% +2,168 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,445 shares; 2025Q1: 11,445 shares; 2025Q2: 11,506 shares; 2025Q3: 11,506 shares; 2025Q4: 11,506 shares; 2026Q1: 11,506 shares; 2026Q2: 11,445 shares; 2026Q3: 11,445 shares 11,445 $807K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,500 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,750 shares; 2026Q2: 2,775 shares; 2026Q3: 2,775 shares 2,775 $796K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,664 shares; 2025Q1: 4,468 shares; 2025Q2: 4,468 shares; 2025Q3: 4,468 shares; 2025Q4: 7,374 shares; 2026Q1: 4,219 shares; 2026Q2: 4,219 shares; 2026Q3: 4,069 shares 4,069 $794K 0.01% -150 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,549 shares; 2025Q1: 32,877 shares; 2025Q2: 31,749 shares; 2025Q3: 29,571 shares; 2025Q4: 29,846 shares; 2026Q1: 8,821 shares; 2026Q2: 5,632 shares; 2026Q3: 4,246 shares 4,246 $779K 0.01% -1,386 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; 2024Q4: 5,947 shares; 2025Q1: 5,885 shares; 2025Q2: 5,885 shares; 2025Q3: 5,725 shares; 2025Q4: 5,725 shares; 2026Q1: 5,664 shares; 2026Q2: 6,117 shares; 2026Q3: 6,829 shares 6,829 $779K 0.01% +712 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,247 shares; 2025Q1: 10,080 shares; 2025Q2: 8,080 shares; 2025Q3: 8,080 shares; 2025Q4: 7,170 shares; 2026Q1: 7,020 shares; 2026Q2: 7,020 shares; 2026Q3: 6,890 shares 6,890 $770K 0.01% -130 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,934 shares; 2025Q1: 2,976 shares; 2025Q2: 2,723 shares; 2025Q3: 1,933 shares; 2025Q4: 1,934 shares; 2026Q1: 1,902 shares; 2026Q2: 1,897 shares; 2026Q3: 1,936 shares 1,936 $766K 0.01% +39 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,831 shares; 2025Q1: 11,214 shares; 2025Q2: 11,227 shares; 2025Q3: 11,871 shares; 2025Q4: 10,452 shares; 2026Q1: 10,683 shares; 2026Q2: 10,883 shares; 2026Q3: 10,863 shares 10,863 $760K 0.01% -20 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,719 shares; 2026Q2: 16,440 shares; 2026Q3: 12,249 shares 12,249 $744K 0.01% -4,191 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,500 shares 2,500 $731K 0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,171 shares; 2025Q1: 11,110 shares; 2025Q2: 8,399 shares; 2025Q3: 8,775 shares; 2025Q4: 9,844 shares; 2026Q1: 7,265 shares; 2026Q2: 4,085 shares; 2026Q3: 3,967 shares 3,967 $730K 0.01% -118 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; 2024Q4: 1,395 shares; 2025Q1: 1,364 shares; 2025Q2: 1,260 shares; 2025Q3: 1,317 shares; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares; 2026Q2: 1,402 shares; 2026Q3: 1,433 shares 1,433 $706K 0.01% +31 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; 2024Q4: 9,000 shares; 2025Q1: 9,298 shares; 2025Q2: 7,564 shares; 2025Q3: 7,288 shares; 2025Q4: 6,215 shares; 2026Q1: 5,580 shares; 2026Q2: 5,481 shares; 2026Q3: 5,552 shares 5,552 $698K 0.01% +71 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,739 shares; 2025Q1: 13,190 shares; 2025Q2: 13,190 shares; 2025Q3: 13,000 shares; 2025Q4: 12,511 shares; 2026Q1: 12,718 shares; 2026Q2: 12,494 shares; 2026Q3: 12,494 shares 12,494 $686K 0.01% 0 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 464,843 shares; 2025Q1: 61,098 shares; 2025Q2: 53,748 shares; 2025Q3: 50,942 shares; 2025Q4: 26,122 shares; 2026Q1: 18,427 shares; 2026Q2: 14,886 shares; 2026Q3: 13,133 shares 13,133 $675K 0.01% -1,753 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,021 shares; 2025Q4: 2,160 shares; 2026Q1: 2,350 shares; 2026Q2: 2,256 shares; 2026Q3: 3,756 shares 3,756 $670K 0.01% +1,500 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 810 shares; 2026Q1: 810 shares; 2026Q2: 810 shares; 2026Q3: 23,797 shares 23,797 $654K 0.01% +22,987 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; 2024Q4: 1,707 shares; 2025Q1: 1,557 shares; 2025Q2: 1,231 shares; 2025Q3: 1,291 shares; 2025Q4: 1,261 shares; 2026Q1: 1,261 shares; 2026Q2: 1,261 shares; 2026Q3: 1,261 shares 1,261 $641K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares; 2026Q2: 2,265 shares; 2026Q3: 2,265 shares 2,265 $641K 0.01% 0 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; 2024Q4: 10,677 shares; 2025Q1: 10,887 shares; 2025Q2: 10,181 shares; 2025Q3: 7,314 shares; 2025Q4: 7,800 shares; 2026Q1: 7,493 shares; 2026Q2: 6,546 shares; 2026Q3: 6,573 shares 6,573 $640K 0.01% +27 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 911,316 shares; 2025Q1: 97,858 shares; 2025Q2: 75,007 shares; 2025Q3: 67,619 shares; 2025Q4: 32,122 shares; 2026Q1: 19,146 shares; 2026Q2: 15,764 shares; 2026Q3: 15,764 shares 15,764 $633K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 1,924 shares; 2026Q2: 1,846 shares; 2026Q3: 1,780 shares 1,780 $626K 0.01% -66 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; 2024Q4: 3,039 shares; 2025Q1: 3,345 shares; 2025Q2: 3,423 shares; 2025Q3: 3,365 shares; 2025Q4: 3,284 shares; 2026Q1: 3,528 shares; 2026Q2: 2,528 shares; 2026Q3: 3,271 shares 3,271 $624K 0.01% +743 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; 2024Q4: 898 shares; 2025Q1: 898 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares; 2025Q4: 2,159 shares; 2026Q1: 2,092 shares; 2026Q2: 11,086 shares; 2026Q3: 7,958 shares 7,958 $624K 0.01% -3,128 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 909,189 shares; 2025Q1: 161,251 shares; 2025Q2: 36,190 shares; 2025Q3: 18,707 shares; 2025Q4: 21,778 shares; 2026Q1: 14,479 shares; 2026Q2: 12,068 shares; 2026Q3: 12,068 shares 12,068 $618K 0.01% 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; 2024Q4: 8,663 shares; 2025Q1: 8,663 shares; 2025Q2: 8,663 shares; 2025Q3: 8,978 shares; 2025Q4: 6,550 shares; 2026Q1: 6,601 shares; 2026Q2: 6,550 shares; 2026Q3: 6,550 shares 6,550 $617K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,092 shares; 2025Q1: 4,077 shares; 2025Q2: 3,920 shares; 2025Q3: 3,858 shares; 2025Q4: 3,538 shares; 2026Q1: 2,925 shares; 2026Q2: 2,904 shares; 2026Q3: 2,780 shares 2,780 $617K 0.01% -124 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; 2024Q4: 9,325 shares; 2025Q1: 9,189 shares; 2025Q2: 5,274 shares; 2025Q3: 5,290 shares; 2025Q4: 5,061 shares; 2026Q1: 5,609 shares; 2026Q2: 7,214 shares; 2026Q3: 7,214 shares 7,214 $615K 0.01% 0 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; 2024Q4: 7,306 shares; 2025Q1: 7,527 shares; 2025Q2: 7,306 shares; 2025Q3: 7,306 shares; 2025Q4: 7,807 shares; 2026Q1: 7,788 shares; 2026Q2: 7,306 shares; 2026Q3: 14,612 shares 14,612 $608K 0.01% +7,306 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,685 shares; 2025Q1: 1,520 shares; 2025Q2: 1,344 shares; 2025Q3: 1,323 shares; 2025Q4: 1,477 shares; 2026Q1: 1,325 shares; 2026Q2: 3,623 shares; 2026Q3: 4,846 shares 4,846 $607K 0.01% +1,223 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,554 shares; 2025Q1: 6,514 shares; 2025Q2: 4,867 shares; 2025Q3: 4,613 shares; 2025Q4: 3,773 shares; 2026Q1: 3,634 shares; 2026Q2: 3,634 shares; 2026Q3: 3,634 shares 3,634 $606K 0.01% 0 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; 2024Q4: not reported; 2025Q1: 736 shares; 2025Q2: 1,108 shares; 2025Q3: 1,748 shares; 2025Q4: 2,060 shares; 2026Q1: 2,682 shares; 2026Q2: 2,978 shares; 2026Q3: 3,178 shares 3,178 $606K 0.01% +200 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,955 shares; 2025Q1: 3,937 shares; 2025Q2: 3,937 shares; 2025Q3: 3,937 shares; 2025Q4: 7,874 shares; 2026Q1: 7,874 shares; 2026Q2: 8,704 shares; 2026Q3: 8,704 shares 8,704 $603K 0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 840 shares; 2026Q3: 2,165 shares 2,165 $600K 0.01% +1,325 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,867 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares; 2026Q3: 1,650 shares 1,650 $600K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,757 shares; 2025Q1: 7,757 shares; 2025Q2: 7,757 shares; 2025Q3: 7,757 shares; 2025Q4: 6,646 shares; 2026Q1: 6,646 shares; 2026Q2: 11,550 shares; 2026Q3: 12,772 shares 12,772 $594K 0.01% +1,222 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; 2024Q4: 10,661 shares; 2025Q1: 11,461 shares; 2025Q2: 11,362 shares; 2025Q3: 47,196 shares; 2025Q4: 47,196 shares; 2026Q1: 46,891 shares; 2026Q2: 46,891 shares; 2026Q3: 48,998 shares 48,998 $591K 0.01% +2,107 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; 2024Q4: 24,631 shares; 2025Q1: 24,817 shares; 2025Q2: 19,055 shares; 2025Q3: 17,849 shares; 2025Q4: 17,850 shares; 2026Q1: 17,591 shares; 2026Q2: 18,296 shares; 2026Q3: 18,296 shares 18,296 $588K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,325 shares; 2025Q1: 1,008 shares; 2025Q2: 950 shares; 2025Q3: 850 shares; 2025Q4: 1,150 shares; 2026Q1: 1,235 shares; 2026Q2: 1,118 shares; 2026Q3: 1,118 shares 1,118 $578K 0.01% 0 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; 2024Q4: 2,531 shares; 2025Q1: 1,971 shares; 2025Q2: 1,854 shares; 2025Q3: 2,052 shares; 2025Q4: 1,824 shares; 2026Q1: 1,796 shares; 2026Q2: 1,805 shares; 2026Q3: 1,771 shares 1,771 $547K 0.01% -34 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 304,881 shares; 2025Q1: 209,193 shares; 2025Q2: 268,578 shares; 2025Q3: 293,178 shares; 2025Q4: 280,627 shares; 2026Q1: 331,456 shares; 2026Q2: 69,229 shares; 2026Q3: 12,500 shares 12,500 $546K 0.01% -56,729 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,231 shares; 2025Q1: 131,231 shares; 2025Q2: 131,231 shares; 2025Q3: 131,231 shares; 2025Q4: not reported; 2026Q1: 28,320 shares; 2026Q2: 46,635 shares; 2026Q3: 56,635 shares 56,635 $545K 0.01% +10,000 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: not reported; 2025Q4: 541 shares; 2026Q1: 3,186 shares; 2026Q2: 7,220 shares; 2026Q3: 7,162 shares 7,162 $542K 0.01% -58 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118 shares; 2025Q1: 72 shares; 2025Q2: 65 shares; 2025Q3: 62 shares; 2025Q4: 60 shares; 2026Q1: 773 shares; 2026Q2: 3,265 shares; 2026Q3: 3,306 shares 3,306 $539K 0.01% +41 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,918 shares; 2025Q1: 73,703 shares; 2025Q2: 17,030 shares; 2025Q3: 2,584 shares; 2025Q4: 2,292 shares; 2026Q1: 12,231 shares; 2026Q2: 1,811 shares; 2026Q3: 1,489 shares 1,489 $528K 0.01% -322 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; 2024Q4: 8,173 shares; 2025Q1: 7,125 shares; 2025Q2: 6,966 shares; 2025Q3: 6,764 shares; 2025Q4: 5,404 shares; 2026Q1: 5,422 shares; 2026Q2: 5,197 shares; 2026Q3: 5,230 shares 5,230 $527K 0.01% +33 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; 2024Q4: 716 shares; 2025Q1: 642 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 633 shares; 2026Q1: 1,603 shares; 2026Q2: 2,509 shares; 2026Q3: 1,851 shares 1,851 $527K 0.01% -658 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 472 shares; 2025Q1: 417 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 409 shares; 2026Q1: 400 shares; 2026Q2: 407 shares; 2026Q3: 407 shares 407 $507K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,861 shares; 2025Q1: 22,120 shares; 2025Q2: 21,874 shares; 2025Q3: 10,030 shares; 2025Q4: 1,284 shares; 2026Q1: 880 shares; 2026Q2: 654 shares; 2026Q3: 501 shares 501 $507K 0.01% -153 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; 2024Q4: 23,281 shares; 2025Q1: 4,700 shares; 2025Q2: 3,713 shares; 2025Q3: 2,400 shares; 2025Q4: 2,182 shares; 2026Q1: 1,894 shares; 2026Q2: 2,926 shares; 2026Q3: 2,841 shares 2,841 $499K 0.01% -85 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,811 shares; 2025Q1: 5,595 shares; 2025Q2: 2,131 shares; 2025Q3: 2,019 shares; 2025Q4: 2,777 shares; 2026Q1: 2,589 shares; 2026Q2: 2,875 shares; 2026Q3: 2,770 shares 2,770 $496K 0.01% -105 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; 2024Q4: 4,266 shares; 2025Q1: 5,601 shares; 2025Q2: 5,475 shares; 2025Q3: 3,735 shares; 2025Q4: 3,670 shares; 2026Q1: 3,663 shares; 2026Q2: 3,585 shares; 2026Q3: 1,215 shares 1,215 $494K 0.01% -2,370 Timeline XMHQ 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; 2024Q4: 516,890 shares; 2025Q1: 55,306 shares; 2025Q2: 37,249 shares; 2025Q3: 33,824 shares; 2025Q4: 14,094 shares; 2026Q1: 6,947 shares; 2026Q2: 4,999 shares; 2026Q3: 4,396 shares 4,396 $491K 0.01% -603 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,758 shares; 2025Q1: 59,952 shares; 2025Q2: 59,045 shares; 2025Q3: 5,470 shares; 2025Q4: 3,788 shares; 2026Q1: 2,222 shares; 2026Q2: 2,496 shares; 2026Q3: 2,819 shares 2,819 $486K 0.01% +323 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 427,612 shares; 2025Q1: 33,804 shares; 2025Q2: 23,159 shares; 2025Q3: 17,782 shares; 2025Q4: 15,719 shares; 2026Q1: 6,603 shares; 2026Q2: 6,117 shares; 2026Q3: 4,002 shares 4,002 $480K 0.01% -2,115 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,560 shares; 2025Q1: 5,489 shares; 2025Q2: 5,417 shares; 2025Q3: 4,993 shares; 2025Q4: 4,551 shares; 2026Q1: 4,530 shares; 2026Q2: 4,514 shares; 2026Q3: 4,560 shares 4,560 $476K 0.01% +46 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,824 shares; 2025Q1: 5,640 shares; 2025Q2: 4,405 shares; 2025Q3: 4,190 shares; 2025Q4: 3,888 shares; 2026Q1: 2,360 shares; 2026Q2: 2,032 shares; 2026Q3: 1,974 shares 1,974 $474K 0.01% -58 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; 2024Q4: 12,559 shares; 2025Q1: 8,460 shares; 2025Q2: 8,459 shares; 2025Q3: 8,460 shares; 2025Q4: 8,459 shares; 2026Q1: 9,145 shares; 2026Q2: 10,136 shares; 2026Q3: 8,205 shares 8,205 $472K 0.01% -1,931 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; 2024Q4: 8,902 shares; 2025Q1: 9,502 shares; 2025Q2: 9,502 shares; 2025Q3: 9,697 shares; 2025Q4: 8,497 shares; 2026Q1: 8,497 shares; 2026Q2: 7,747 shares; 2026Q3: 7,747 shares 7,747 $469K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,765 shares; 2025Q1: 3,713 shares; 2025Q2: 3,713 shares; 2025Q3: 3,713 shares; 2025Q4: 3,713 shares; 2026Q1: 4,119 shares; 2026Q2: 3,713 shares; 2026Q3: 4,628 shares 4,628 $468K 0.01% +915 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54 shares; 2026Q1: 53 shares; 2026Q2: 695 shares; 2026Q3: 1,185 shares 1,185 $461K 0.01% +490 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,498 shares; 2025Q1: 7,498 shares; 2025Q2: 7,396 shares; 2025Q3: 7,372 shares; 2025Q4: 6,952 shares; 2026Q1: 6,952 shares; 2026Q2: 6,952 shares; 2026Q3: 7,142 shares 7,142 $459K 0.01% +190 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 74 shares; 2026Q2: 163 shares; 2026Q3: 23,790 shares 23,790 $449K 0.01% +23,627 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; 2024Q4: 1,931 shares; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 3,014 shares; 2025Q4: 1,914 shares; 2026Q1: 4,673 shares; 2026Q2: 4,330 shares; 2026Q3: 5,564 shares 5,564 $436K 0.01% +1,234 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,918 shares; 2025Q1: 1,815 shares; 2025Q2: 1,791 shares; 2025Q3: 1,791 shares; 2025Q4: 1,641 shares; 2026Q1: 1,619 shares; 2026Q2: 2,619 shares; 2026Q3: 2,693 shares 2,693 $434K 0.01% +74 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares; 2026Q3: 1,341 shares 1,341 $432K 0.01% +41 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; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 990 shares; 2026Q2: 990 shares; 2026Q3: 990 shares 990 $431K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares; 2025Q4: 1,800 shares; 2026Q1: 1,798 shares; 2026Q2: 1,798 shares; 2026Q3: 1,798 shares 1,798 $426K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,710 shares; 2025Q1: 846 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 1,730 shares; 2026Q1: 1,973 shares; 2026Q2: 1,993 shares; 2026Q3: 1,993 shares 1,993 $421K 0.01% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 1,435 shares; 2026Q3: 1,985 shares 1,985 $419K 0.01% +550 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,934 shares; 2025Q1: 2,652 shares; 2025Q2: 2,625 shares; 2025Q3: 2,645 shares; 2025Q4: 2,729 shares; 2026Q1: 2,314 shares; 2026Q2: 1,408 shares; 2026Q3: 1,358 shares 1,358 $411K 0.01% -50 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; 2024Q4: 9,189 shares; 2025Q1: 6,068 shares; 2025Q2: 5,623 shares; 2025Q3: 4,793 shares; 2025Q4: 4,187 shares; 2026Q1: 3,736 shares; 2026Q2: 3,616 shares; 2026Q3: 2,118 shares 2,118 $409K 0.01% -1,498 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,845 shares; 2025Q1: 5,787 shares; 2025Q2: 4,362 shares; 2025Q3: 4,362 shares; 2025Q4: 4,362 shares; 2026Q1: 4,462 shares; 2026Q2: 4,902 shares; 2026Q3: 5,052 shares 5,052 $409K 0.01% +150 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,790 shares; 2025Q1: 21,440 shares; 2025Q2: 21,940 shares; 2025Q3: 22,440 shares; 2025Q4: 22,440 shares; 2026Q1: 20,440 shares; 2026Q2: 20,440 shares; 2026Q3: 20,440 shares 20,440 $404K 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; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 2,251 shares; 2026Q1: 2,314 shares; 2026Q2: 2,710 shares; 2026Q3: 2,710 shares 2,710 $404K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,574 shares; 2025Q1: 2,442 shares; 2025Q2: 2,192 shares; 2025Q3: 2,186 shares; 2025Q4: 4,422 shares; 2026Q1: 3,892 shares; 2026Q2: 3,792 shares; 2026Q3: 3,689 shares 3,689 $402K 0.01% -103 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; 2024Q4: 4,705 shares; 2025Q1: 4,705 shares; 2025Q2: 4,705 shares; 2025Q3: 4,705 shares; 2025Q4: 4,705 shares; 2026Q1: 4,705 shares; 2026Q2: 4,705 shares; 2026Q3: 5,918 shares 5,918 $399K 0.01% +1,213 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22,500 shares 22,500 $396K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,470 shares; 2025Q1: 1,139 shares; 2025Q2: 1,118 shares; 2025Q3: 1,077 shares; 2025Q4: 1,318 shares; 2026Q1: 24,375 shares; 2026Q2: 1,240 shares; 2026Q3: 1,435 shares 1,435 $396K 0.01% +195 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,365 shares; 2025Q1: 19,504 shares; 2025Q2: 19,715 shares; 2025Q3: 19,715 shares; 2025Q4: 19,422 shares; 2026Q1: 18,893 shares; 2026Q2: 18,895 shares; 2026Q3: 8,870 shares 8,870 $390K 0.01% -10,025 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,647 shares; 2025Q1: 1,887 shares; 2025Q2: 1,763 shares; 2025Q3: 1,695 shares; 2025Q4: 1,364 shares; 2026Q1: 1,361 shares; 2026Q2: 1,356 shares; 2026Q3: 1,526 shares 1,526 $390K 0.01% +170 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,172 shares; 2025Q1: 3,172 shares; 2025Q2: 3,172 shares; 2025Q3: 3,172 shares; 2025Q4: 3,172 shares; 2026Q1: 3,172 shares; 2026Q2: 3,172 shares; 2026Q3: 3,172 shares 3,172 $389K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,861 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,395 shares; 2025Q4: 1,602 shares; 2026Q1: 1,605 shares; 2026Q2: 2,269 shares; 2026Q3: 2,269 shares 2,269 $387K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 915 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 326 shares; 2025Q4: 335 shares; 2026Q1: 317 shares; 2026Q2: 1,248 shares; 2026Q3: 1,461 shares 1,461 $386K 0.01% +213 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,019 shares; 2025Q1: 5,019 shares; 2025Q2: 5,019 shares; 2025Q3: 5,361 shares; 2025Q4: 5,019 shares; 2026Q1: 5,019 shares; 2026Q2: 5,019 shares; 2026Q3: 5,019 shares 5,019 $386K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,477 shares; 2026Q1: 2,477 shares; 2026Q2: 2,863 shares; 2026Q3: 2,945 shares 2,945 $381K 0.01% +82 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,965 shares; 2025Q1: 2,068 shares; 2025Q2: 1,863 shares; 2025Q3: 1,841 shares; 2025Q4: 1,440 shares; 2026Q1: 1,551 shares; 2026Q2: 2,499 shares; 2026Q3: 2,432 shares 2,432 $381K 0.01% -67 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; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,850 shares; 2026Q3: 7,046 shares 7,046 $376K 0.01% +196 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,782 shares; 2025Q1: 4,386 shares; 2025Q2: 4,384 shares; 2025Q3: 4,374 shares; 2025Q4: 4,518 shares; 2026Q1: 2,600 shares; 2026Q2: 2,259 shares; 2026Q3: 2,259 shares 2,259 $368K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,174 shares; 2025Q1: 4,294 shares; 2025Q2: 4,104 shares; 2025Q3: 3,901 shares; 2025Q4: 3,902 shares; 2026Q1: 3,601 shares; 2026Q2: 3,601 shares; 2026Q3: 3,601 shares 3,601 $368K 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; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 1,261 shares; 2025Q4: 2,123 shares; 2026Q1: 1,719 shares; 2026Q2: 2,396 shares; 2026Q3: 2,284 shares 2,284 $367K 0.01% -112 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; 2024Q4: 162 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 448 shares; 2026Q1: 1,583 shares; 2026Q2: 1,509 shares; 2026Q3: 1,589 shares 1,589 $367K 0.01% +80 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; 2024Q4: 142,740 shares; 2025Q1: 137,720 shares; 2025Q2: 136,714 shares; 2025Q3: 137,407 shares; 2025Q4: 132,442 shares; 2026Q1: 118,592 shares; 2026Q2: 6,606 shares; 2026Q3: 3,143 shares 3,143 $365K 0.01% -3,463 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 808 shares; 2026Q3: 937 shares 937 $361K 0.01% +129 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; 2024Q4: 13,590 shares; 2025Q1: 13,590 shares; 2025Q2: 11,952 shares; 2025Q3: 11,952 shares; 2025Q4: 11,952 shares; 2026Q1: 11,952 shares; 2026Q2: 11,952 shares; 2026Q3: 11,952 shares 11,952 $359K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,385 shares; 2025Q1: 5,089 shares; 2025Q2: 3,974 shares; 2025Q3: 3,859 shares; 2025Q4: 5,456 shares; 2026Q1: 4,022 shares; 2026Q2: 3,400 shares; 2026Q3: 3,215 shares 3,215 $357K 0.01% -185 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares; 2026Q3: 4,125 shares 4,125 $352K 0.01% +2,995 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares; 2026Q2: 1,225 shares; 2026Q3: 1,225 shares 1,225 $349K 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; 2024Q4: 11,250 shares; 2025Q1: 4,952 shares; 2025Q2: 4,952 shares; 2025Q3: 5,317 shares; 2025Q4: 5,062 shares; 2026Q1: 5,062 shares; 2026Q2: 8,848 shares; 2026Q3: 8,882 shares 8,882 $348K 0.01% +34 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,625 shares 9,625 $346K 0.01% new 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; 2024Q4: 6,791 shares; 2025Q1: 4,430 shares; 2025Q2: 3,398 shares; 2025Q3: 2,479 shares; 2025Q4: 2,732 shares; 2026Q1: 2,132 shares; 2026Q2: 2,093 shares; 2026Q3: 2,043 shares 2,043 $344K 0.01% -50 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares; 2026Q3: 20,000 shares 20,000 $341K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 376 shares; 2025Q1: 149 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 161 shares; 2026Q1: 272 shares; 2026Q2: 593 shares; 2026Q3: 526 shares 526 $338K 0.01% -67 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,492 shares; 2025Q1: 14,264 shares; 2025Q2: 5,592 shares; 2025Q3: 5,013 shares; 2025Q4: 4,744 shares; 2026Q1: 4,677 shares; 2026Q2: 3,920 shares; 2026Q3: 3,850 shares 3,850 $335K 0.01% -70 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,380 shares; 2026Q2: 2,686 shares; 2026Q3: 2,651 shares 2,651 $333K 0.01% -35 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,963 shares; 2025Q1: 4,232 shares; 2025Q2: 4,232 shares; 2025Q3: 4,232 shares; 2025Q4: 4,232 shares; 2026Q1: 4,232 shares; 2026Q2: 4,232 shares; 2026Q3: 4,232 shares 4,232 $332K 0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,252 shares; 2026Q3: 3,282 shares 3,282 $330K 0.01% +30 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; 2024Q4: 1,043 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares; 2026Q1: 1,601 shares; 2026Q2: 2,801 shares; 2026Q3: 2,801 shares 2,801 $329K 0.01% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,490 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares; 2026Q1: 2,490 shares; 2026Q2: 2,490 shares; 2026Q3: 2,707 shares 2,707 $317K <0.01% +217 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,084 shares; 2025Q1: 2,884 shares; 2025Q2: 2,479 shares; 2025Q3: 2,479 shares; 2025Q4: 2,779 shares; 2026Q1: 2,779 shares; 2026Q2: 2,937 shares; 2026Q3: 2,637 shares 2,637 $314K <0.01% -300 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; 2024Q4: 476 shares; 2025Q1: 832 shares; 2025Q2: 783 shares; 2025Q3: 313 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 1,649 shares; 2026Q3: 1,593 shares 1,593 $313K <0.01% -56 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,133 shares; 2025Q1: 3,246 shares; 2025Q2: 3,132 shares; 2025Q3: 3,209 shares; 2025Q4: 2,934 shares; 2026Q1: 2,934 shares; 2026Q2: 3,251 shares; 2026Q3: 3,251 shares 3,251 $306K <0.01% 0 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 445 shares; 2025Q1: 1,759 shares; 2025Q2: 3,432 shares; 2025Q3: 4,637 shares; 2025Q4: 5,778 shares; 2026Q1: 7,458 shares; 2026Q2: 8,398 shares; 2026Q3: 8,678 shares 8,678 $306K <0.01% +280 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; 2024Q4: 1,082 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,246 shares; 2026Q1: 1,245 shares; 2026Q2: 1,132 shares; 2026Q3: 1,132 shares 1,132 $301K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 471,592 shares; 2025Q1: 25,642 shares; 2025Q2: 22,708 shares; 2025Q3: 22,006 shares; 2025Q4: 6,926 shares; 2026Q1: 6,416 shares; 2026Q2: 11,120 shares; 2026Q3: 5,546 shares 5,546 $300K <0.01% -5,574 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,916 shares; 2025Q1: 3,243 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,640 shares; 2026Q2: 4,565 shares; 2026Q3: 4,415 shares 4,415 $295K <0.01% -150 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,847 shares 2,847 $291K <0.01% +1,847 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,802 shares; 2025Q1: 3,802 shares; 2025Q2: 3,298 shares; 2025Q3: 3,298 shares; 2025Q4: 3,304 shares; 2026Q1: 3,298 shares; 2026Q2: 3,298 shares; 2026Q3: 3,298 shares 3,298 $289K <0.01% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 278,911 shares; 2025Q1: 34,079 shares; 2025Q2: 29,056 shares; 2025Q3: 27,678 shares; 2025Q4: 11,508 shares; 2026Q1: 7,030 shares; 2026Q2: 4,565 shares; 2026Q3: 4,530 shares 4,530 $286K <0.01% -35 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,647 shares; 2025Q1: 5,647 shares; 2025Q2: 4,947 shares; 2025Q3: 4,517 shares; 2025Q4: 3,943 shares; 2026Q1: 3,614 shares; 2026Q2: 3,548 shares; 2026Q3: 3,684 shares 3,684 $286K <0.01% +136 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 693 shares; 2025Q1: 498 shares; 2025Q2: 538 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares; 2026Q2: 498 shares; 2026Q3: 498 shares 498 $283K <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; 2024Q4: 3,432 shares; 2025Q1: 3,432 shares; 2025Q2: 3,432 shares; 2025Q3: 3,432 shares; 2025Q4: 3,382 shares; 2026Q1: 126,182 shares; 2026Q2: 48,182 shares; 2026Q3: 3,182 shares 3,182 $282K <0.01% -45,000 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,540 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 3,580 shares; 2025Q4: 3,740 shares; 2026Q1: 3,140 shares; 2026Q2: 3,140 shares; 2026Q3: 3,140 shares 3,140 $279K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,410 shares; 2025Q1: 49,812 shares; 2025Q2: 48,883 shares; 2025Q3: 57,214 shares; 2025Q4: 56,686 shares; 2026Q1: 36,537 shares; 2026Q2: 36,588 shares; 2026Q3: 9,127 shares 9,127 $275K <0.01% -27,461 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,308 shares; 2025Q1: 3,308 shares; 2025Q2: 3,108 shares; 2025Q3: 3,108 shares; 2025Q4: 3,017 shares; 2026Q1: 3,013 shares; 2026Q2: 3,075 shares; 2026Q3: 3,230 shares 3,230 $275K <0.01% +155 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,768 shares; 2025Q1: 47,484 shares; 2025Q2: 47,026 shares; 2025Q3: 48,106 shares; 2025Q4: 80,680 shares; 2026Q1: 84,066 shares; 2026Q2: 3,754 shares; 2026Q3: 1,612 shares 1,612 $271K <0.01% -2,142 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 384 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 479 shares; 2025Q4: 297 shares; 2026Q1: 18,297 shares; 2026Q2: 322 shares; 2026Q3: 310 shares 310 $265K <0.01% -12 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; 2024Q4: 602 shares; 2025Q1: 762 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 598 shares; 2026Q1: 15,585 shares; 2026Q2: 656 shares; 2026Q3: 581 shares 581 $263K <0.01% -75 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,229 shares; 2026Q1: 953 shares; 2026Q2: 940 shares; 2026Q3: 1,610 shares 1,610 $258K <0.01% +670 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,550 shares; 2025Q1: 2,111 shares; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares; 2025Q4: 2,279 shares; 2026Q1: 2,279 shares; 2026Q2: 3,226 shares; 2026Q3: 2,226 shares 2,226 $257K <0.01% -1,000 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,139 shares; 2025Q3: 1,477 shares; 2025Q4: 1,477 shares; 2026Q1: 1,139 shares; 2026Q2: 1,849 shares; 2026Q3: 1,849 shares 1,849 $255K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 670 shares; 2025Q3: 12,312 shares; 2025Q4: 22,173 shares; 2026Q1: 2,150 shares; 2026Q2: 1,465 shares; 2026Q3: 1,103 shares 1,103 $252K <0.01% -362 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,800 shares; 2025Q4: 2,454 shares; 2026Q1: 2,671 shares; 2026Q2: 2,520 shares; 2026Q3: 2,615 shares 2,615 $250K <0.01% +95 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,151 shares; 2025Q1: 2,043 shares; 2025Q2: 2,043 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares; 2026Q1: 2,043 shares; 2026Q2: 2,043 shares; 2026Q3: 2,043 shares 2,043 $249K <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; 2024Q4: 7,101 shares; 2025Q1: 7,573 shares; 2025Q2: 8,452 shares; 2025Q3: 8,377 shares; 2025Q4: 8,387 shares; 2026Q1: 7,912 shares; 2026Q2: 7,912 shares; 2026Q3: 7,995 shares 7,995 $247K <0.01% +83 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; 2024Q4: 388 shares; 2025Q1: 2,191 shares; 2025Q2: 2,191 shares; 2025Q3: 2,191 shares; 2025Q4: 2,008 shares; 2026Q1: 1,915 shares; 2026Q2: 3,309 shares; 2026Q3: 1,915 shares 1,915 $247K <0.01% -1,394 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 3,275 shares; 2026Q3: 4,625 shares 4,625 $242K <0.01% +1,350 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; 2024Q4: 7,361 shares; 2025Q1: 5,011 shares; 2025Q2: 5,876 shares; 2025Q3: 5,666 shares; 2025Q4: 5,695 shares; 2026Q1: 5,581 shares; 2026Q2: 5,431 shares; 2026Q3: 4,525 shares 4,525 $242K <0.01% -906 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; 2024Q4: 179 shares; 2025Q1: 74 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 604 shares; 2026Q1: 596 shares; 2026Q2: 506 shares; 2026Q3: 461 shares 461 $241K <0.01% -45 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,673 shares; 2025Q4: 8,780 shares; 2026Q1: 19,531 shares; 2026Q2: 25,224 shares; 2026Q3: 27,054 shares 27,054 $240K <0.01% +1,830 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,682 shares 2,682 $237K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,818 shares 1,818 $236K <0.01% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,988 shares; 2025Q1: 1,813 shares; 2025Q2: 1,720 shares; 2025Q3: 622 shares; 2025Q4: 1,360 shares; 2026Q1: 367 shares; 2026Q2: 267 shares; 2026Q3: 2,867 shares 2,867 $233K <0.01% +2,600 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,260 shares; 2025Q1: 3,324 shares; 2025Q2: 3,259 shares; 2025Q3: 3,138 shares; 2025Q4: 3,073 shares; 2026Q1: 3,073 shares; 2026Q2: 3,098 shares; 2026Q3: 3,098 shares 3,098 $228K <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; 2024Q4: 16,333 shares; 2025Q1: 14,181 shares; 2025Q2: 13,884 shares; 2025Q3: 14,042 shares; 2025Q4: 13,622 shares; 2026Q1: 10,942 shares; 2026Q2: 10,042 shares; 2026Q3: 10,196 shares 10,196 $222K <0.01% +154 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; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 1,248 shares; 2025Q3: 1,068 shares; 2025Q4: 1,031 shares; 2026Q1: 1,191 shares; 2026Q2: 1,147 shares; 2026Q3: 1,147 shares 1,147 $221K <0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,107 shares 2,107 $220K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,102 shares 3,102 $216K <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,325 shares; 2025Q1: 140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: not reported; 2026Q2: 1,378 shares; 2026Q3: 1,436 shares 1,436 $213K <0.01% +58 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,936 shares; 2025Q1: 3,116 shares; 2025Q2: 2,605 shares; 2025Q3: 2,447 shares; 2025Q4: 2,311 shares; 2026Q1: 2,152 shares; 2026Q2: 1,719 shares; 2026Q3: 1,657 shares 1,657 $213K <0.01% -62 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,411 shares; 2025Q3: 3,411 shares; 2025Q4: 3,411 shares; 2026Q1: 3,411 shares; 2026Q2: 3,411 shares; 2026Q3: 3,411 shares 3,411 $213K <0.01% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,720 shares; 2026Q3: 8,483 shares 8,483 $208K <0.01% +763 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; 2024Q4: 3,467 shares; 2025Q1: 3,497 shares; 2025Q2: 3,152 shares; 2025Q3: 2,165 shares; 2025Q4: 2,166 shares; 2026Q1: 2,328 shares; 2026Q2: 2,210 shares; 2026Q3: 1,177 shares 1,177 $206K <0.01% -1,033 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; 2024Q4: 4,859 shares; 2025Q1: 4,859 shares; 2025Q2: 4,359 shares; 2025Q3: 4,350 shares; 2025Q4: 4,349 shares; 2026Q1: 4,422 shares; 2026Q2: 4,422 shares; 2026Q3: 4,422 shares 4,422 $205K <0.01% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,225 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,225 shares; 2025Q4: 2,225 shares; 2026Q1: 1,938 shares; 2026Q2: 1,938 shares; 2026Q3: 1,938 shares 1,938 $203K <0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: not reported; 2026Q3: 1,100 shares 1,100 $203K <0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares; 2026Q3: 3,500 shares 3,500 $202K <0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $201K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 300 shares; 2026Q2: 550 shares; 2026Q3: 441 shares 441 $200K <0.01% -109 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 673 shares; 2026Q3: 665 shares 665 $200K <0.01% -8 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,993 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares; 2026Q2: 1,908 shares; 2026Q3: 1,819 shares 1,819 $199K <0.01% -89 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 101,568 shares; 2025Q1: 99,494 shares; 2025Q2: 98,442 shares; 2025Q3: 25,392 shares; 2025Q4: 19,037 shares; 2026Q1: 4,163 shares; 2026Q2: 3,089 shares; 2026Q3: 1,471 shares 1,471 $199K <0.01% -1,618 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,344 shares; 2025Q1: 4,744 shares; 2025Q2: 4,744 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares; 2026Q1: 4,344 shares; 2026Q2: 4,344 shares; 2026Q3: 4,344 shares 4,344 $197K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares; 2026Q2: 1,236 shares; 2026Q3: 1,236 shares 1,236 $197K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,537 shares; 2026Q3: 5,537 shares 5,537 $197K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,284 shares 1,284 $194K <0.01% new Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,125 shares 9,125 $193K <0.01% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 369 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,954 shares 3,954 $193K <0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,700 shares 1,700 $191K <0.01% +200 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,293 shares; 2025Q4: 1,293 shares; 2026Q1: 1,343 shares; 2026Q2: 1,343 shares; 2026Q3: 1,343 shares 1,343 $191K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 1,509 shares; 2026Q1: 1,505 shares; 2026Q2: 2,221 shares; 2026Q3: 2,221 shares 2,221 $190K <0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares; 2026Q3: 1,743 shares 1,743 $186K <0.01% +1,604 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,397 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 1,127 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares; 2026Q3: 880 shares 880 $185K <0.01% 0 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,437 shares; 2026Q3: 2,437 shares 2,437 $184K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 856 shares; 2026Q1: 796 shares; 2026Q2: 796 shares; 2026Q3: 796 shares 796 $180K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 396 shares; 2025Q1: 514 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares; 2026Q2: 396 shares; 2026Q3: 396 shares 396 $180K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 363 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 950 shares; 2026Q2: 1,045 shares; 2026Q3: 1,045 shares 1,045 $178K <0.01% 0 Timeline BBEU 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares; 2026Q3: 2,350 shares 2,350 $178K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,092 shares; 2026Q3: 1,092 shares 1,092 $176K <0.01% -5,000 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,922 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares; 2026Q1: 2,922 shares; 2026Q2: 2,922 shares; 2026Q3: 2,922 shares 2,922 $174K <0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,532 shares; 2025Q1: 11,363 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 719 shares; 2026Q3: 768 shares 768 $172K <0.01% +49 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares; 2026Q3: 752 shares 752 $171K <0.01% +72 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,574 shares; 2026Q1: 1,120 shares; 2026Q2: 999 shares; 2026Q3: 998 shares 998 $171K <0.01% -1 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; 2024Q4: 206,243 shares; 2025Q1: 21,006 shares; 2025Q2: 16,765 shares; 2025Q3: 17,185 shares; 2025Q4: 7,889 shares; 2026Q1: 7,680 shares; 2026Q2: 4,351 shares; 2026Q3: 2,498 shares 2,498 $171K <0.01% -1,853 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 963 shares; 2025Q1: 957 shares; 2025Q2: 756 shares; 2025Q3: 771 shares; 2025Q4: 703 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $171K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 1,781 shares; 2025Q3: 1,418 shares; 2025Q4: 1,055 shares; 2026Q1: 730 shares; 2026Q2: 730 shares; 2026Q3: 730 shares 730 $171K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,011 shares; 2025Q2: 5,011 shares; 2025Q3: 5,011 shares; 2025Q4: 5,011 shares; 2026Q1: 5,011 shares; 2026Q2: 5,011 shares; 2026Q3: 5,175 shares 5,175 $170K <0.01% +164 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,105 shares 5,105 $170K <0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,078 shares; 2025Q1: 1,666 shares; 2025Q2: 1,318 shares; 2025Q3: 1,160 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares; 2026Q2: 981 shares; 2026Q3: 1,794 shares 1,794 $169K <0.01% +813 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,392 shares; 2025Q1: 1,255 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares; 2026Q2: 903 shares; 2026Q3: 903 shares 903 $169K <0.01% 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; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares; 2026Q3: 1,665 shares 1,665 $168K <0.01% +1,270 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 397 shares; 2025Q3: 500 shares; 2025Q4: 631 shares; 2026Q1: 630 shares; 2026Q2: 630 shares; 2026Q3: 730 shares 730 $168K <0.01% +100 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,250 shares; 2026Q3: 2,250 shares 2,250 $167K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,449 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,279 shares; 2026Q1: 1,279 shares; 2026Q2: 1,228 shares; 2026Q3: 1,228 shares 1,228 $166K <0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,694 shares; 2025Q1: 2,594 shares; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares; 2025Q4: 1,291 shares; 2026Q1: 908 shares; 2026Q2: 908 shares; 2026Q3: 907 shares 907 $166K <0.01% -1 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: not reported; 2026Q2: 572 shares; 2026Q3: 572 shares 572 $166K <0.01% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,508 shares 1,508 $165K <0.01% new 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; 2024Q4: 1,668 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 1,447 shares; 2025Q4: 1,920 shares; 2026Q1: 1,838 shares; 2026Q2: 1,365 shares; 2026Q3: 1,634 shares 1,634 $162K <0.01% +269 Timeline PWB 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; 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; 2026Q3: 1,000 shares 1,000 $162K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,476 shares 1,476 $162K <0.01% new 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; 2024Q4: 8,879 shares; 2025Q1: 6,795 shares; 2025Q2: 7,499 shares; 2025Q3: 7,499 shares; 2025Q4: 7,015 shares; 2026Q1: 5,441 shares; 2026Q2: 6,207 shares; 2026Q3: 5,837 shares 5,837 $161K <0.01% -370 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,499 shares; 2025Q1: 4,499 shares; 2025Q2: 4,499 shares; 2025Q3: 4,499 shares; 2025Q4: 4,499 shares; 2026Q1: 4,499 shares; 2026Q2: 4,499 shares; 2026Q3: 4,499 shares 4,499 $160K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,620 shares; 2025Q1: 1,610 shares; 2025Q2: 1,635 shares; 2025Q3: 638 shares; 2025Q4: 322 shares; 2026Q1: 362 shares; 2026Q2: 305 shares; 2026Q3: 305 shares 305 $159K <0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: 430 shares; 2026Q3: 427 shares 427 $158K <0.01% -3 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 1,817 shares 1,817 $158K <0.01% +1,767 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; 2024Q4: 6,268 shares; 2025Q1: 5,968 shares; 2025Q2: 6,524 shares; 2025Q3: 4,640 shares; 2025Q4: 3,264 shares; 2026Q1: 2,777 shares; 2026Q2: 2,777 shares; 2026Q3: 2,239 shares 2,239 $158K <0.01% -538 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,721 shares; 2025Q1: 1,721 shares; 2025Q2: 1,735 shares; 2025Q3: 1,721 shares; 2025Q4: 4,093 shares; 2026Q1: 1,745 shares; 2026Q2: 1,721 shares; 2026Q3: 1,721 shares 1,721 $156K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,270 shares; 2026Q2: 1,270 shares; 2026Q3: 1,270 shares 1,270 $156K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,054 shares; 2025Q1: 2,025 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 2,001 shares; 2026Q3: 2,001 shares 2,001 $156K <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,036 shares 7,036 $155K <0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 402 shares; 2026Q1: 400 shares; 2026Q2: 425 shares; 2026Q3: 400 shares 400 $155K <0.01% -25 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares; 2026Q3: 880 shares 880 $155K <0.01% 0 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,331 shares; 2026Q2: 6,331 shares; 2026Q3: 8,370 shares 8,370 $155K <0.01% +2,039 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,133 shares; 2026Q2: 3,133 shares; 2026Q3: 3,083 shares 3,083 $153K <0.01% -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; 2024Q4: 1,322 shares; 2025Q1: 1,379 shares; 2025Q2: 1,244 shares; 2025Q3: 274 shares; 2025Q4: 273 shares; 2026Q1: 613 shares; 2026Q2: 89 shares; 2026Q3: 299 shares 299 $152K <0.01% +210 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,605 shares; 2025Q1: 1,605 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,586 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $152K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 528 shares; 2025Q1: 464 shares; 2025Q2: 431 shares; 2025Q3: 485 shares; 2025Q4: 419 shares; 2026Q1: 365 shares; 2026Q2: 765 shares; 2026Q3: 724 shares 724 $151K <0.01% -41 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; 2024Q4: 1,708 shares; 2025Q1: 1,059 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 1,431 shares; 2026Q1: 1,737 shares; 2026Q2: 928 shares; 2026Q3: 1,043 shares 1,043 $151K <0.01% +115 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,293 shares; 2025Q2: 2,293 shares; 2025Q3: 2,293 shares; 2025Q4: 2,293 shares; 2026Q1: 2,293 shares; 2026Q2: 2,293 shares; 2026Q3: 4,872 shares 4,872 $148K <0.01% +2,579 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 3,221 shares; 2026Q1: 2,579 shares; 2026Q2: 2,128 shares; 2026Q3: 2,128 shares 2,128 $148K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,139 shares; 2025Q1: 791 shares; 2025Q2: 588 shares; 2025Q3: 484 shares; 2025Q4: 459 shares; 2026Q1: 367 shares; 2026Q2: 271 shares; 2026Q3: 271 shares 271 $148K <0.01% 0 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; 2024Q4: 2,105 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $146K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11 shares; 2025Q1: 13 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 1 shares; 2026Q1: not reported; 2026Q2: 100 shares; 2026Q3: 108 shares 108 $146K <0.01% +8 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,330 shares; 2025Q1: 11,597 shares; 2025Q2: 5,640 shares; 2025Q3: 5,882 shares; 2025Q4: 4,781 shares; 2026Q1: 4,361 shares; 2026Q2: 4,557 shares; 2026Q3: 4,098 shares 4,098 $145K <0.01% -459 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,070 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 5,300 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares; 2026Q2: 6,025 shares; 2026Q3: 6,025 shares 6,025 $145K <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; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 281 shares; 2026Q3: 369 shares 369 $143K <0.01% +88 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,202 shares; 2025Q1: 1,197 shares; 2025Q2: 1,197 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 1,172 shares; 2026Q2: 1,132 shares; 2026Q3: 1,117 shares 1,117 $143K <0.01% -15 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 533 shares; 2026Q1: 1,533 shares; 2026Q2: 2,987 shares; 2026Q3: 2,987 shares 2,987 $138K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 73 shares; 2026Q1: 320 shares; 2026Q2: 430 shares; 2026Q3: 430 shares 430 $137K <0.01% 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; 2024Q4: 4,139 shares; 2025Q1: 3,774 shares; 2025Q2: 3,263 shares; 2025Q3: 4,117 shares; 2025Q4: 5,430 shares; 2026Q1: 3,215 shares; 2026Q2: 2,947 shares; 2026Q3: 1,387 shares 1,387 $137K <0.01% -1,560 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 990 shares 990 $136K <0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 6,198 shares; 2025Q4: 7,444 shares; 2026Q1: 9,268 shares; 2026Q2: 291 shares; 2026Q3: 126 shares 126 $136K <0.01% -165 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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: 2,600 shares; 2026Q3: 2,600 shares 2,600 $136K <0.01% 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; 2024Q4: 1,515,129 shares; 2025Q1: 118,264 shares; 2025Q2: 28,201 shares; 2025Q3: 18,295 shares; 2025Q4: 14,575 shares; 2026Q1: 7,638 shares; 2026Q2: 6,686 shares; 2026Q3: 6,686 shares 6,686 $135K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 908 shares; 2025Q1: 1,426 shares; 2025Q2: 1,028 shares; 2025Q3: 1,811 shares; 2025Q4: 1,814 shares; 2026Q1: 1,811 shares; 2026Q2: 1,808 shares; 2026Q3: 2,776 shares 2,776 $134K <0.01% +968 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 208 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: not reported; 2026Q3: 400 shares 400 $132K <0.01% new Timeline PWV 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; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,710 shares; 2026Q1: 1,710 shares; 2026Q2: 1,710 shares; 2026Q3: 1,710 shares 1,710 $130K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 179 shares; 2026Q3: 354 shares 354 $129K <0.01% +175 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,327 shares; 2025Q3: 2,327 shares; 2025Q4: 2,327 shares; 2026Q1: 2,327 shares; 2026Q2: 2,327 shares; 2026Q3: 2,327 shares 2,327 $129K <0.01% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares; 2026Q2: 2,875 shares; 2026Q3: 2,875 shares 2,875 $129K <0.01% 0 Timeline AOSL ALPHA & OMEGA SEMICONDUCTOR More: the full row for ALPHA & OMEGA SEMICONDUCTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,676 shares; 2025Q1: 4,676 shares; 2025Q2: 4,676 shares; 2025Q3: 4,676 shares; 2025Q4: 4,676 shares; 2026Q1: 4,676 shares; 2026Q2: 4,676 shares; 2026Q3: 4,676 shares 4,676 $129K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,435 shares; 2025Q1: 1,002 shares; 2025Q2: 685 shares; 2025Q3: 489 shares; 2025Q4: 375 shares; 2026Q1: not reported; 2026Q2: 405 shares; 2026Q3: 606 shares 606 $127K <0.01% +201 Timeline RWX 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; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $127K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 586 shares; 2025Q1: 446 shares; 2025Q2: 446 shares; 2025Q3: 455 shares; 2025Q4: 446 shares; 2026Q1: 507 shares; 2026Q2: 507 shares; 2026Q3: 507 shares 507 $126K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,644 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,300 shares; 2026Q3: 1,300 shares 1,300 $125K <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; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 313 shares; 2026Q3: 274 shares 274 $124K <0.01% -39 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 435 shares 435 $124K <0.01% +400 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 133 shares; 2026Q3: 71 shares 71 $124K <0.01% -62 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 134 shares; 2025Q4: 402 shares; 2026Q1: 379 shares; 2026Q2: 379 shares; 2026Q3: 379 shares 379 $123K <0.01% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 500 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $123K <0.01% 0 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,788 shares 4,788 $123K <0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,297 shares; 2025Q1: 2,297 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,820 shares; 2026Q1: 2,649 shares; 2026Q2: 2,984 shares; 2026Q3: 2,981 shares 2,981 $123K <0.01% -3 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,550 shares; 2026Q3: 3,550 shares 3,550 $122K <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; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares; 2026Q2: 2,075 shares; 2026Q3: 2,075 shares 2,075 $121K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: not reported; 2026Q2: 2,497 shares; 2026Q3: 2,497 shares 2,497 $121K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 237 shares; 2026Q2: 290 shares; 2026Q3: 274 shares 274 $120K <0.01% -16 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,440 shares; 2025Q1: 1,511 shares; 2025Q2: 1,414 shares; 2025Q3: 1,431 shares; 2025Q4: 1,501 shares; 2026Q1: 1,410 shares; 2026Q2: 1,393 shares; 2026Q3: 1,393 shares 1,393 $120K <0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,225 shares; 2025Q1: 12,225 shares; 2025Q2: 7,925 shares; 2025Q3: 4,425 shares; 2025Q4: 3,625 shares; 2026Q1: 3,625 shares; 2026Q2: 3,625 shares; 2026Q3: 3,625 shares 3,625 $120K <0.01% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 415 shares; 2026Q3: 415 shares 415 $120K <0.01% 0 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; 2024Q4: 268,413 shares; 2025Q1: 81,834 shares; 2025Q2: 22,125 shares; 2025Q3: 9,407 shares; 2025Q4: 6,822 shares; 2026Q1: 6,180 shares; 2026Q2: 6,078 shares; 2026Q3: 6,078 shares 6,078 $119K <0.01% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,320 shares; 2026Q2: 3,320 shares; 2026Q3: 3,320 shares 3,320 $118K <0.01% 0 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; 2024Q4: 239,187 shares; 2025Q1: 70,746 shares; 2025Q2: 20,000 shares; 2025Q3: 9,741 shares; 2025Q4: 7,127 shares; 2026Q1: 6,243 shares; 2026Q2: 6,139 shares; 2026Q3: 6,062 shares 6,062 $118K <0.01% -77 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 922 shares 922 $118K <0.01% +772 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 666 shares; 2025Q1: 1,294 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 666 shares; 2026Q1: 666 shares; 2026Q2: 666 shares; 2026Q3: 666 shares 666 $118K <0.01% 0 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,009 shares; 2025Q1: 11,009 shares; 2025Q2: 11,009 shares; 2025Q3: 11,009 shares; 2025Q4: 11,009 shares; 2026Q1: 11,009 shares; 2026Q2: 11,009 shares; 2026Q3: 11,009 shares 11,009 $116K <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; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares; 2026Q1: 393 shares; 2026Q2: 1,271 shares; 2026Q3: 1,271 shares 1,271 $115K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares; 2026Q3: 1,050 shares 1,050 $115K <0.01% +300 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 302 shares; 2026Q3: 302 shares 302 $115K <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; 2024Q4: 5,383 shares; 2025Q1: 3,996 shares; 2025Q2: 3,525 shares; 2025Q3: 2,028 shares; 2025Q4: 1,520 shares; 2026Q1: 1,296 shares; 2026Q2: 1,266 shares; 2026Q3: 1,231 shares 1,231 $115K <0.01% -35 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 555 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $115K <0.01% 0 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,346 shares; 2026Q2: 13,346 shares; 2026Q3: 13,346 shares 13,346 $114K <0.01% 0 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares; 2026Q2: 1,168 shares; 2026Q3: 1,168 shares 1,168 $112K <0.01% 0 Timeline