IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 568,311 shares; 2025Q1: 584,302 shares; 2025Q2: 601,013 shares; 2025Q3: 615,627 shares; 2025Q4: 671,055 shares; 2026Q1: 691,129 shares; 2026Q2: 777,144 shares; 2026Q3: 820,424 shares 820,424 $36.2M 10.17% +43,280 Timeline FNDX 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: 724,331 shares; 2025Q1: 728,237 shares; 2025Q2: 731,430 shares; 2025Q3: 744,484 shares; 2025Q4: 737,497 shares; 2026Q1: 741,202 shares; 2026Q2: 747,950 shares; 2026Q3: 754,377 shares 754,377 $23.7M 6.67% +6,427 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 119,420 shares; 2025Q1: 119,512 shares; 2025Q2: 120,719 shares; 2025Q3: 121,754 shares; 2025Q4: 117,210 shares; 2026Q1: 117,845 shares; 2026Q2: 118,225 shares; 2026Q3: 118,622 shares 118,622 $23M 6.46% +397 Timeline AVDE 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: 158,738 shares; 2025Q2: 159,546 shares; 2025Q3: 164,944 shares; 2025Q4: 173,772 shares; 2026Q1: 172,072 shares; 2026Q2: 180,570 shares; 2026Q3: 190,450 shares 190,450 $17.2M 4.82% +9,880 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: 361,226 shares; 2025Q1: 430,156 shares; 2025Q2: 430,989 shares; 2025Q3: 437,507 shares; 2025Q4: 420,588 shares; 2026Q1: 404,108 shares; 2026Q2: 392,965 shares; 2026Q3: 388,172 shares 388,172 $11.6M 3.27% -4,793 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: 34,570 shares; 2025Q1: 35,365 shares; 2025Q2: 34,527 shares; 2025Q3: 34,633 shares; 2025Q4: 32,446 shares; 2026Q1: 32,242 shares; 2026Q2: 129,724 shares; 2026Q3: 133,794 shares 133,794 $10.5M 2.95% +4,070 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 269,186 shares; 2025Q1: 70,607 shares; 2025Q2: 92,720 shares; 2025Q3: 98,392 shares; 2025Q4: 103,201 shares; 2026Q1: 106,059 shares; 2026Q2: 109,366 shares; 2026Q3: 109,456 shares 109,456 $10.3M 2.89% +90 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,121 shares; 2025Q1: 29,631 shares; 2025Q2: 29,121 shares; 2025Q3: 33,044 shares; 2025Q4: 30,461 shares; 2026Q1: 28,135 shares; 2026Q2: 28,069 shares; 2026Q3: 28,012 shares 28,012 $9.33M 2.62% -57 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: 23,497 shares; 2025Q1: 23,497 shares; 2025Q2: 23,498 shares; 2025Q3: 23,621 shares; 2025Q4: 22,470 shares; 2026Q1: 22,372 shares; 2026Q2: 21,915 shares; 2026Q3: 20,590 shares 20,590 $7.08M 1.99% -1,325 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: 54,389 shares; 2025Q1: 55,997 shares; 2025Q2: 51,997 shares; 2025Q3: 51,029 shares; 2025Q4: 49,012 shares; 2026Q1: 49,017 shares; 2026Q2: 49,644 shares; 2026Q3: 51,718 shares 51,718 $7.04M 1.98% +2,074 Timeline DFSU 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: 5,045 shares; 2025Q1: 5,214 shares; 2025Q2: 145,904 shares; 2025Q3: 146,249 shares; 2025Q4: 143,765 shares; 2026Q1: 144,120 shares; 2026Q2: 143,443 shares; 2026Q3: 129,752 shares 129,752 $6.12M 1.72% -13,691 Timeline ICSH 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: not reported; 2026Q3: 118,980 shares 118,980 $6M 1.69% new 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: 6,937 shares; 2025Q1: 6,971 shares; 2025Q2: 6,390 shares; 2025Q3: 6,365 shares; 2025Q4: 6,251 shares; 2026Q1: 6,231 shares; 2026Q2: 6,216 shares; 2026Q3: 7,038 shares 7,038 $5.37M 1.51% +822 Timeline SCHH 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: 179,366 shares; 2025Q1: 187,577 shares; 2025Q2: 192,940 shares; 2025Q3: 205,447 shares; 2025Q4: 222,637 shares; 2026Q1: 231,107 shares; 2026Q2: 235,300 shares; 2026Q3: 234,674 shares 234,674 $5.17M 1.45% -626 Timeline DFAU 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: 51,721 shares; 2025Q1: 59,636 shares; 2025Q2: 69,328 shares; 2025Q3: 84,434 shares; 2025Q4: 93,689 shares; 2026Q1: 96,630 shares; 2026Q2: 95,977 shares; 2026Q3: 95,842 shares 95,842 $5.02M 1.41% -135 Timeline AVUS 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: 30,880 shares; 2025Q2: 30,897 shares; 2025Q3: 29,672 shares; 2025Q4: 29,165 shares; 2026Q1: 28,335 shares; 2026Q2: 34,142 shares; 2026Q3: 38,679 shares 38,679 $4.95M 1.39% +4,537 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 897 shares; 2025Q1: 899 shares; 2025Q2: 903 shares; 2025Q3: 905 shares; 2025Q4: 909 shares; 2026Q1: 911 shares; 2026Q2: 913 shares; 2026Q3: 43,604 shares 43,604 $4.92M 1.38% +42,691 Timeline FTHI 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: 173,382 shares; 2025Q1: 186,218 shares; 2025Q2: 187,621 shares; 2025Q3: 198,804 shares; 2025Q4: 200,090 shares; 2026Q1: 206,225 shares; 2026Q2: 206,649 shares; 2026Q3: 208,256 shares 208,256 $4.91M 1.38% +1,607 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: 41,247 shares; 2025Q1: 41,908 shares; 2025Q2: 23,738 shares; 2025Q3: 24,159 shares; 2025Q4: 24,546 shares; 2026Q1: 24,619 shares; 2026Q2: 25,008 shares; 2026Q3: 28,460 shares 28,460 $4.75M 1.33% +3,452 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: 14,973 shares; 2025Q1: 14,973 shares; 2025Q2: 14,744 shares; 2025Q3: 14,705 shares; 2025Q4: 14,622 shares; 2026Q1: 14,547 shares; 2026Q2: 14,272 shares; 2026Q3: 13,871 shares 13,871 $4.73M 1.33% -401 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: 91,625 shares; 2025Q1: 120,338 shares; 2025Q2: 121,793 shares; 2025Q3: 121,471 shares; 2025Q4: 131,526 shares; 2026Q1: 136,572 shares; 2026Q2: 137,173 shares; 2026Q3: 140,378 shares 140,378 $4.57M 1.28% +3,205 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: 11,839 shares; 2025Q1: 14,053 shares; 2025Q2: 14,191 shares; 2025Q3: 18,111 shares; 2025Q4: 17,644 shares; 2026Q1: 18,342 shares; 2026Q2: 19,767 shares; 2026Q3: 19,884 shares 19,884 $4.54M 1.28% +117 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,608 shares; 2025Q1: 47,090 shares; 2025Q2: 47,176 shares; 2025Q3: 44,560 shares; 2025Q4: 44,628 shares; 2026Q1: 43,954 shares; 2026Q2: 44,201 shares; 2026Q3: 44,903 shares 44,903 $4.25M 1.19% +702 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: 576 shares; 2025Q1: 708 shares; 2025Q2: 703 shares; 2025Q3: 1,305 shares; 2025Q4: 2,921 shares; 2026Q1: 3,599 shares; 2026Q2: 4,621 shares; 2026Q3: 5,358 shares 5,358 $3.96M 1.11% +737 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: 56,116 shares; 2025Q1: 56,322 shares; 2025Q2: 55,960 shares; 2025Q3: 52,463 shares; 2025Q4: 53,182 shares; 2026Q1: 53,507 shares; 2026Q2: 53,755 shares; 2026Q3: 54,717 shares 54,717 $3.86M 1.09% +962 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: 6,980 shares; 2025Q1: 6,920 shares; 2025Q2: 7,269 shares; 2025Q3: 7,272 shares; 2025Q4: 7,284 shares; 2026Q1: 7,173 shares; 2026Q2: 28,760 shares; 2026Q3: 28,775 shares 28,775 $3.6M 1.01% +15 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121,705 shares; 2025Q1: 117,980 shares; 2025Q2: 117,805 shares; 2025Q3: 117,812 shares; 2025Q4: 117,819 shares; 2026Q1: 117,825 shares; 2026Q2: 115,740 shares; 2026Q3: 118,619 shares 118,619 $3.48M 0.98% +2,879 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: 6,397 shares; 2025Q1: 6,103 shares; 2025Q2: 5,994 shares; 2025Q3: 6,534 shares; 2025Q4: 6,281 shares; 2026Q1: 6,368 shares; 2026Q2: 6,643 shares; 2026Q3: 6,505 shares 6,505 $3.34M 0.94% -138 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,386 shares; 2025Q1: 55,097 shares; 2025Q2: 57,974 shares; 2025Q3: 58,471 shares; 2025Q4: 60,779 shares; 2026Q1: 60,987 shares; 2026Q2: 66,881 shares; 2026Q3: 70,742 shares 70,742 $3.32M 0.93% +3,861 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,853 shares; 2025Q1: 46,657 shares; 2025Q2: 39,135 shares; 2025Q3: 41,994 shares; 2025Q4: 40,189 shares; 2026Q1: 40,843 shares; 2026Q2: 39,700 shares; 2026Q3: 40,436 shares 40,436 $2.69M 0.76% +736 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: 8,551 shares; 2025Q1: 7,745 shares; 2025Q2: 7,841 shares; 2025Q3: 7,832 shares; 2025Q4: 7,240 shares; 2026Q1: 6,878 shares; 2026Q2: 6,352 shares; 2026Q3: 6,306 shares 6,306 $2.36M 0.66% -46 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: 5,006 shares; 2025Q1: 4,802 shares; 2025Q2: 4,687 shares; 2025Q3: 4,573 shares; 2025Q4: 4,223 shares; 2026Q1: 4,464 shares; 2026Q2: 4,499 shares; 2026Q3: 4,352 shares 4,352 $2.17M 0.61% -147 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: 8,530 shares; 2025Q1: 8,491 shares; 2025Q2: 8,807 shares; 2025Q3: 7,749 shares; 2025Q4: 8,028 shares; 2026Q1: 6,572 shares; 2026Q2: 6,167 shares; 2026Q3: 6,098 shares 6,098 $2.16M 0.61% -69 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,908 shares; 2025Q1: 21,582 shares; 2025Q2: 27,602 shares; 2025Q3: 28,151 shares; 2025Q4: 26,829 shares; 2026Q1: 25,608 shares; 2026Q2: 25,908 shares; 2026Q3: 25,762 shares 25,762 $1.99M 0.56% -146 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: 17,950 shares; 2025Q1: 16,688 shares; 2025Q2: 17,048 shares; 2025Q3: 17,073 shares; 2025Q4: 17,460 shares; 2026Q1: 17,506 shares; 2026Q2: 17,841 shares; 2026Q3: 19,296 shares 19,296 $1.99M 0.56% +1,455 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,225 shares; 2025Q1: 23,011 shares; 2025Q2: 30,834 shares; 2025Q3: 30,596 shares; 2025Q4: 27,312 shares; 2026Q1: 27,254 shares; 2026Q2: 27,355 shares; 2026Q3: 27,355 shares 27,355 $1.96M 0.55% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,074 shares; 2025Q1: 6,097 shares; 2025Q2: 5,907 shares; 2025Q3: 7,105 shares; 2025Q4: 7,082 shares; 2026Q1: 7,459 shares; 2026Q2: 7,937 shares; 2026Q3: 7,692 shares 7,692 $1.92M 0.54% -245 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: 4,621 shares; 2025Q1: 4,438 shares; 2025Q2: 4,026 shares; 2025Q3: 3,698 shares; 2025Q4: 3,041 shares; 2026Q1: 2,905 shares; 2026Q2: 6,348 shares; 2026Q3: 6,325 shares 6,325 $1.67M 0.47% -23 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: 650 shares; 2025Q1: 639 shares; 2025Q2: 562 shares; 2025Q3: 608 shares; 2025Q4: 563 shares; 2026Q1: 544 shares; 2026Q2: 1,388 shares; 2026Q3: 1,395 shares 1,395 $1.61M 0.45% +7 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: 5,717 shares; 2025Q1: 5,736 shares; 2025Q2: 11,952 shares; 2025Q3: 12,004 shares; 2025Q4: 12,058 shares; 2026Q1: 12,078 shares; 2026Q2: 12,125 shares; 2026Q3: 12,174 shares 12,174 $1.56M 0.44% +49 Timeline FNDF 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: 37,486 shares; 2025Q1: 34,838 shares; 2025Q2: 34,808 shares; 2025Q3: 34,256 shares; 2025Q4: 32,726 shares; 2026Q1: 31,445 shares; 2026Q2: 29,484 shares; 2026Q3: 28,796 shares 28,796 $1.55M 0.43% -688 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: 22,494 shares; 2025Q1: 22,494 shares; 2025Q2: 22,494 shares; 2025Q3: 22,518 shares; 2025Q4: 22,518 shares; 2026Q1: 22,494 shares; 2026Q2: 22,494 shares; 2026Q3: 22,182 shares 22,182 $1.42M 0.4% -312 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: 13,267 shares; 2025Q1: 12,365 shares; 2025Q2: 11,180 shares; 2025Q3: 11,186 shares; 2025Q4: 11,196 shares; 2026Q1: 11,189 shares; 2026Q2: 10,946 shares; 2026Q3: 10,882 shares 10,882 $1.4M 0.39% -64 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: 5,552 shares; 2025Q1: 5,406 shares; 2025Q2: 5,406 shares; 2025Q3: 5,510 shares; 2025Q4: 5,337 shares; 2026Q1: 4,987 shares; 2026Q2: 5,109 shares; 2026Q3: 5,112 shares 5,112 $1.34M 0.38% +3 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,396 shares; 2025Q1: 37,253 shares; 2025Q2: 37,915 shares; 2025Q3: 39,108 shares; 2025Q4: 37,419 shares; 2026Q1: 37,896 shares; 2026Q2: 38,029 shares; 2026Q3: 39,160 shares 39,160 $1.28M 0.36% +1,131 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: 13,938 shares; 2025Q2: 15,647 shares; 2025Q3: 15,683 shares; 2025Q4: 15,671 shares; 2026Q1: 15,511 shares; 2026Q2: 13,490 shares; 2026Q3: 13,305 shares 13,305 $1.2M 0.34% -185 Timeline SCHM 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: 41,935 shares; 2025Q1: 36,038 shares; 2025Q2: 36,051 shares; 2025Q3: 36,081 shares; 2025Q4: 33,612 shares; 2026Q1: 33,630 shares; 2026Q2: 32,906 shares; 2026Q3: 33,194 shares 33,194 $1.13M 0.32% +288 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: 3,300 shares; 2025Q1: 3,287 shares; 2025Q2: 3,273 shares; 2025Q3: 3,430 shares; 2025Q4: 3,178 shares; 2026Q1: 3,228 shares; 2026Q2: 3,409 shares; 2026Q3: 3,382 shares 3,382 $1.12M 0.31% -27 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,664 shares; 2025Q1: 6,664 shares; 2025Q2: 30,757 shares; 2025Q3: 30,262 shares; 2025Q4: 30,262 shares; 2026Q1: 30,262 shares; 2026Q2: 28,107 shares; 2026Q3: 28,107 shares 28,107 $1.03M 0.29% 0 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: 7,374 shares; 2025Q1: 7,094 shares; 2025Q2: 4,040 shares; 2025Q3: 3,970 shares; 2025Q4: 4,080 shares; 2026Q1: 5,483 shares; 2026Q2: 3,576 shares; 2026Q3: 4,735 shares 4,735 $985K 0.28% +1,159 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: 35,496 shares; 2025Q1: 35,351 shares; 2025Q2: 35,197 shares; 2025Q3: 35,509 shares; 2025Q4: 31,852 shares; 2026Q1: 34,004 shares; 2026Q2: 33,704 shares; 2026Q3: 34,108 shares 34,108 $937K 0.26% +404 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: 1,879 shares; 2025Q1: 1,878 shares; 2025Q2: 1,582 shares; 2025Q3: 1,497 shares; 2025Q4: 1,499 shares; 2026Q1: 1,429 shares; 2026Q2: 1,405 shares; 2026Q3: 1,399 shares 1,399 $919K 0.26% -6 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: 3,122 shares; 2025Q1: 3,068 shares; 2025Q2: 3,068 shares; 2025Q3: 3,088 shares; 2025Q4: 2,736 shares; 2026Q1: 2,392 shares; 2026Q2: 2,281 shares; 2026Q3: 2,302 shares 2,302 $915K 0.26% +21 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,798 shares; 2025Q1: 18,798 shares; 2025Q2: 18,798 shares; 2025Q3: 17,806 shares; 2025Q4: 15,496 shares; 2026Q1: 14,919 shares; 2026Q2: 15,340 shares; 2026Q3: 14,961 shares 14,961 $873K 0.25% -379 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: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,609 shares; 2025Q4: 2,156 shares; 2026Q1: 2,255 shares; 2026Q2: 2,456 shares; 2026Q3: 2,478 shares 2,478 $870K 0.24% +22 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,848 shares; 2025Q1: 5,698 shares; 2025Q2: 4,529 shares; 2025Q3: 3,570 shares; 2025Q4: 2,452 shares; 2026Q1: 2,342 shares; 2026Q2: 1,928 shares; 2026Q3: 1,725 shares 1,725 $848K 0.24% -203 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: 2,130 shares; 2025Q1: 2,130 shares; 2025Q2: 3,801 shares; 2025Q3: 3,809 shares; 2025Q4: 3,876 shares; 2026Q1: 3,881 shares; 2026Q2: 3,887 shares; 2026Q3: 3,895 shares 3,895 $816K 0.23% +8 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: 4,176 shares; 2025Q1: 4,176 shares; 2025Q2: 4,176 shares; 2025Q3: 4,219 shares; 2025Q4: 4,219 shares; 2026Q1: 4,221 shares; 2026Q2: 4,536 shares; 2026Q3: 4,655 shares 4,655 $802K 0.23% +119 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: 3,987 shares; 2025Q1: 3,990 shares; 2025Q2: 4,024 shares; 2025Q3: 3,840 shares; 2025Q4: 3,704 shares; 2026Q1: 3,729 shares; 2026Q2: 3,872 shares; 2026Q3: 3,902 shares 3,902 $797K 0.22% +30 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: 8,025 shares; 2025Q1: 8,025 shares; 2025Q2: 8,129 shares; 2025Q3: 7,977 shares; 2025Q4: 7,681 shares; 2026Q1: 7,494 shares; 2026Q2: 7,539 shares; 2026Q3: 7,493 shares 7,493 $778K 0.22% -46 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: 2,393 shares; 2025Q1: 2,093 shares; 2025Q2: 2,093 shares; 2025Q3: 2,093 shares; 2025Q4: 2,101 shares; 2026Q1: 2,109 shares; 2026Q2: 2,208 shares; 2026Q3: 2,138 shares 2,138 $778K 0.22% -70 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: 2,501 shares; 2025Q1: 2,496 shares; 2025Q2: 2,496 shares; 2025Q3: 2,445 shares; 2025Q4: 2,437 shares; 2026Q1: 2,452 shares; 2026Q2: 2,505 shares; 2026Q3: 2,549 shares 2,549 $721K 0.2% +44 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: 1,020 shares; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 1,143 shares; 2025Q4: 845 shares; 2026Q1: 805 shares; 2026Q2: 829 shares; 2026Q3: 784 shares 784 $713K 0.2% -45 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: 21,259 shares; 2025Q1: 20,848 shares; 2025Q2: 20,848 shares; 2025Q3: 20,848 shares; 2025Q4: 19,999 shares; 2026Q1: 19,887 shares; 2026Q2: 21,938 shares; 2026Q3: 22,488 shares 22,488 $703K 0.2% +550 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,429 shares; 2025Q1: 4,438 shares; 2025Q2: 4,447 shares; 2025Q3: 4,346 shares; 2025Q4: 4,296 shares; 2026Q1: 4,225 shares; 2026Q2: 4,209 shares; 2026Q3: 4,215 shares 4,215 $701K 0.2% +6 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,229 shares; 2025Q1: 21,409 shares; 2025Q2: 21,472 shares; 2025Q3: 21,530 shares; 2025Q4: 19,415 shares; 2026Q1: 19,463 shares; 2026Q2: 19,510 shares; 2026Q3: 15,484 shares 15,484 $688K 0.19% -4,026 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: 992 shares; 2025Q1: 918 shares; 2025Q2: 926 shares; 2025Q3: 821 shares; 2025Q4: 1,249 shares; 2026Q1: 1,256 shares; 2026Q2: 8,923 shares; 2026Q3: 8,990 shares 8,990 $687K 0.19% +67 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN 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: 56,341 shares 56,341 $666K 0.19% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,559 shares; 2025Q1: 5,650 shares; 2025Q2: 6,211 shares; 2025Q3: 6,421 shares; 2025Q4: 6,675 shares; 2026Q1: 6,709 shares; 2026Q2: 6,997 shares; 2026Q3: 7,295 shares 7,295 $654K 0.18% +298 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: 589 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: 836 shares; 2025Q4: 839 shares; 2026Q1: 878 shares; 2026Q2: 883 shares; 2026Q3: 901 shares 901 $653K 0.18% +18 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: 1,803 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,659 shares; 2025Q4: 1,479 shares; 2026Q1: 1,494 shares; 2026Q2: 1,513 shares; 2026Q3: 1,517 shares 1,517 $652K 0.18% +4 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,820 shares; 2025Q1: 6,820 shares; 2025Q2: 6,820 shares; 2025Q3: 6,820 shares; 2025Q4: 6,790 shares; 2026Q1: 6,790 shares; 2026Q2: 6,790 shares; 2026Q3: 6,790 shares 6,790 $645K 0.18% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,612 shares; 2025Q1: 9,831 shares; 2025Q2: 9,831 shares; 2025Q3: 9,831 shares; 2025Q4: 9,831 shares; 2026Q1: 9,831 shares; 2026Q2: 9,586 shares; 2026Q3: 9,586 shares 9,586 $640K 0.18% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,369 shares; 2025Q1: 8,221 shares; 2025Q2: 8,294 shares; 2025Q3: 11,148 shares; 2025Q4: 11,297 shares; 2026Q1: 11,395 shares; 2026Q2: 11,416 shares; 2026Q3: 11,712 shares 11,712 $634K 0.18% +296 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: 6,629 shares; 2025Q1: 6,998 shares; 2025Q2: 6,874 shares; 2025Q3: 6,846 shares; 2025Q4: 6,858 shares; 2026Q1: 6,765 shares; 2026Q2: 6,395 shares; 2026Q3: 6,390 shares 6,390 $619K 0.17% -5 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: 6,374 shares; 2025Q1: 6,374 shares; 2025Q2: 6,374 shares; 2025Q3: 6,458 shares; 2025Q4: 1,606 shares; 2026Q1: 1,704 shares; 2026Q2: 5,295 shares; 2026Q3: 5,149 shares 5,149 $619K 0.17% -146 Timeline FNDB 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: 31,845 shares; 2025Q1: 28,551 shares; 2025Q2: 24,879 shares; 2025Q3: 23,655 shares; 2025Q4: 21,059 shares; 2026Q1: 21,072 shares; 2026Q2: 21,809 shares; 2026Q3: 20,170 shares 20,170 $617K 0.17% -1,639 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: 286 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 291 shares; 2025Q4: 301 shares; 2026Q1: 302 shares; 2026Q2: 3,040 shares; 2026Q3: 3,064 shares 3,064 $597K 0.17% +24 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,463 shares; 2025Q1: 43,300 shares; 2025Q2: 39,933 shares; 2025Q3: 39,250 shares; 2025Q4: 30,852 shares; 2026Q1: 26,798 shares; 2026Q2: 26,491 shares; 2026Q3: 11,946 shares 11,946 $594K 0.17% -14,545 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: 1,015 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 975 shares; 2025Q4: 988 shares; 2026Q1: 989 shares; 2026Q2: 911 shares; 2026Q3: 914 shares 914 $587K 0.17% +3 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 191,162 shares; 2025Q1: 184,895 shares; 2025Q2: 192,208 shares; 2025Q3: 164,128 shares; 2025Q4: 48,560 shares; 2026Q1: 33,303 shares; 2026Q2: 31,408 shares; 2026Q3: 31,829 shares 31,829 $587K 0.16% +421 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: 2,400 shares; 2025Q1: 2,250 shares; 2025Q2: 2,220 shares; 2025Q3: 2,166 shares; 2025Q4: 1,995 shares; 2026Q1: 1,996 shares; 2026Q2: 1,945 shares; 2026Q3: 1,911 shares 1,911 $544K 0.15% -34 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: 5,415 shares; 2025Q1: 5,415 shares; 2025Q2: 5,328 shares; 2025Q3: 5,123 shares; 2025Q4: 3,852 shares; 2026Q1: 3,858 shares; 2026Q2: 3,861 shares; 2026Q3: 3,897 shares 3,897 $506K 0.14% +36 Timeline TOST TOAST INC More: the full row for TOAST 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: 1,486 shares; 2026Q1: 14,643 shares; 2026Q2: 16,756 shares; 2026Q3: 17,018 shares 17,018 $493K 0.14% +262 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: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 83 shares; 2025Q4: 647 shares; 2026Q1: 765 shares; 2026Q2: 844 shares; 2026Q3: 762 shares 762 $466K 0.13% -82 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 20 shares; 2026Q1: 41 shares; 2026Q2: 3,424 shares; 2026Q3: 3,438 shares 3,438 $461K 0.13% +14 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: 2,606 shares; 2025Q1: 2,436 shares; 2025Q2: 2,320 shares; 2025Q3: 2,130 shares; 2025Q4: 2,071 shares; 2026Q1: 2,040 shares; 2026Q2: 2,019 shares; 2026Q3: 1,959 shares 1,959 $453K 0.13% -60 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 95 shares; 2026Q1: 120 shares; 2026Q2: 414 shares; 2026Q3: 420 shares 420 $447K 0.13% +6 Timeline DFSI 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: not reported; 2025Q1: not reported; 2025Q2: 10,892 shares; 2025Q3: 10,931 shares; 2025Q4: 10,988 shares; 2026Q1: 11,707 shares; 2026Q2: 11,847 shares; 2026Q3: 9,882 shares 9,882 $446K 0.13% -1,965 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 2,713 shares 2,713 $442K 0.12% new 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: 2,098 shares; 2025Q1: 2,105 shares; 2025Q2: 2,082 shares; 2025Q3: 2,132 shares; 2025Q4: 2,114 shares; 2026Q1: 1,958 shares; 2026Q2: 1,936 shares; 2026Q3: 1,901 shares 1,901 $439K 0.12% -35 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: 464 shares; 2025Q1: 467 shares; 2025Q2: 469 shares; 2025Q3: 472 shares; 2025Q4: 475 shares; 2026Q1: 478 shares; 2026Q2: 480 shares; 2026Q3: 2,862 shares 2,862 $435K 0.12% +2,382 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,521 shares; 2025Q3: 2,608 shares; 2025Q4: 2,553 shares; 2026Q1: 2,466 shares; 2026Q2: 2,187 shares; 2026Q3: 2,194 shares 2,194 $429K 0.12% +7 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: 1,450 shares; 2025Q1: 1,443 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares; 2026Q1: 1,420 shares; 2026Q2: 1,480 shares; 2026Q3: 1,543 shares 1,543 $429K 0.12% +63 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: 416 shares; 2025Q1: 418 shares; 2025Q2: 423 shares; 2025Q3: 403 shares; 2025Q4: 409 shares; 2026Q1: 412 shares; 2026Q2: 417 shares; 2026Q3: 5,363 shares 5,363 $414K 0.12% +4,946 Timeline RSPT 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: 5,270 shares; 2025Q1: 5,270 shares; 2025Q2: 5,270 shares; 2025Q3: 18,056 shares; 2025Q4: 7,794 shares; 2026Q1: 5,706 shares; 2026Q2: 6,336 shares; 2026Q3: 6,230 shares 6,230 $410K 0.12% -106 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: 879 shares; 2025Q1: 2,679 shares; 2025Q2: 879 shares; 2025Q3: 1,246 shares; 2025Q4: 1,294 shares; 2026Q1: 1,324 shares; 2026Q2: 3,365 shares; 2026Q3: 3,740 shares 3,740 $403K 0.11% +375 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,821 shares; 2025Q1: 2,821 shares; 2025Q2: 2,821 shares; 2025Q3: 2,397 shares; 2025Q4: 2,397 shares; 2026Q1: 2,397 shares; 2026Q2: 2,397 shares; 2026Q3: 2,397 shares 2,397 $378K 0.11% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,537 shares; 2025Q3: 4,537 shares; 2025Q4: 4,640 shares; 2026Q1: 4,640 shares; 2026Q2: 4,764 shares; 2026Q3: 4,764 shares 4,764 $377K 0.11% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 938 shares; 2025Q3: 1,005 shares; 2025Q4: 889 shares; 2026Q1: 897 shares; 2026Q2: 1,068 shares; 2026Q3: 1,046 shares 1,046 $376K 0.11% -22 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: 1,583 shares; 2025Q1: 1,545 shares; 2025Q2: 1,548 shares; 2025Q3: 1,644 shares; 2025Q4: 1,654 shares; 2026Q1: 1,671 shares; 2026Q2: 1,868 shares; 2026Q3: 1,992 shares 1,992 $370K 0.1% +124 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,708 shares; 2026Q1: 1,754 shares; 2026Q2: 1,774 shares; 2026Q3: 5,818 shares 5,818 $354K 0.1% +4,044 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,785 shares; 2025Q1: 9,257 shares; 2025Q2: 7,666 shares; 2025Q3: 7,495 shares; 2025Q4: 6,750 shares; 2026Q1: 6,754 shares; 2026Q2: 6,480 shares; 2026Q3: 6,330 shares 6,330 $350K 0.1% -150 Timeline VNQI 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: 6,284 shares; 2025Q1: 6,420 shares; 2025Q2: 6,898 shares; 2025Q3: 7,007 shares; 2025Q4: 7,501 shares; 2026Q1: 7,446 shares; 2026Q2: 7,904 shares; 2026Q3: 8,232 shares 8,232 $350K 0.1% +328 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: 511 shares; 2025Q1: 535 shares; 2025Q2: 530 shares; 2025Q3: 1,681 shares; 2025Q4: 2,135 shares; 2026Q1: 2,584 shares; 2026Q2: 1,822 shares; 2026Q3: 1,849 shares 1,849 $346K 0.1% +27 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,413 shares; 2025Q1: 13,454 shares; 2025Q2: 13,628 shares; 2025Q3: 13,682 shares; 2025Q4: 8,167 shares; 2026Q1: 8,188 shares; 2026Q2: 8,151 shares; 2026Q3: 8,187 shares 8,187 $339K 0.1% +36 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,819 shares; 2025Q1: 1,819 shares; 2025Q2: 1,819 shares; 2025Q3: 1,847 shares; 2025Q4: 1,852 shares; 2026Q1: 1,716 shares; 2026Q2: 1,719 shares; 2026Q3: 1,684 shares 1,684 $338K 0.1% -35 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,269 shares; 2025Q1: 8,269 shares; 2025Q2: 8,280 shares; 2025Q3: 8,320 shares; 2025Q4: 15,484 shares; 2026Q1: 15,600 shares; 2026Q2: 15,725 shares; 2026Q3: 15,864 shares 15,864 $336K 0.09% +139 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: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,183 shares; 2026Q1: 1,251 shares; 2026Q2: 1,156 shares; 2026Q3: 1,258 shares 1,258 $332K 0.09% +102 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 541 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares; 2026Q3: 533 shares 533 $325K 0.09% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,861 shares; 2025Q1: 3,869 shares; 2025Q2: 3,880 shares; 2025Q3: 3,890 shares; 2025Q4: 3,862 shares; 2026Q1: 3,871 shares; 2026Q2: 3,881 shares; 2026Q3: 3,865 shares 3,865 $321K 0.09% -16 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: 1,555 shares; 2025Q1: 1,559 shares; 2025Q2: 1,290 shares; 2025Q3: 1,131 shares; 2025Q4: 1,196 shares; 2026Q1: 1,225 shares; 2026Q2: 2,212 shares; 2026Q3: 2,192 shares 2,192 $319K 0.09% -20 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: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,776 shares; 2025Q3: 1,823 shares; 2025Q4: 1,842 shares; 2026Q1: 1,851 shares; 2026Q2: 1,858 shares; 2026Q3: 1,998 shares 1,998 $313K 0.09% +140 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: 2,092 shares; 2025Q1: 2,092 shares; 2025Q2: 2,092 shares; 2025Q3: 1,983 shares; 2025Q4: 1,676 shares; 2026Q1: 1,692 shares; 2026Q2: 2,058 shares; 2026Q3: 2,146 shares 2,146 $312K 0.09% +88 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: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 40 shares; 2025Q4: 273 shares; 2026Q1: 275 shares; 2026Q2: 300 shares; 2026Q3: 340 shares 340 $306K 0.09% +40 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: 16,808 shares; 2025Q1: 16,921 shares; 2025Q2: 17,097 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,032 shares 3,032 $305K 0.09% new 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: 278 shares; 2025Q1: 279 shares; 2025Q2: 280 shares; 2025Q3: 281 shares; 2025Q4: 1,215 shares; 2026Q1: 1,220 shares; 2026Q2: 1,201 shares; 2026Q3: 1,205 shares 1,205 $299K 0.08% +4 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: 7 shares; 2025Q4: 331 shares; 2026Q1: 710 shares; 2026Q2: 986 shares; 2026Q3: 1,007 shares 1,007 $295K 0.08% +21 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: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 565 shares; 2025Q4: 678 shares; 2026Q1: 901 shares; 2026Q2: 899 shares; 2026Q3: 1,028 shares 1,028 $293K 0.08% +129 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: 8,093 shares; 2025Q1: 7,949 shares; 2025Q2: 7,950 shares; 2025Q3: 7,950 shares; 2025Q4: 7,706 shares; 2026Q1: 7,706 shares; 2026Q2: 7,528 shares; 2026Q3: 7,942 shares 7,942 $285K 0.08% +414 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: 2,673 shares; 2025Q1: 2,689 shares; 2025Q2: 2,689 shares; 2025Q3: 2,816 shares; 2025Q4: 2,660 shares; 2026Q1: 2,709 shares; 2026Q2: 2,723 shares; 2026Q3: 2,671 shares 2,671 $280K 0.08% -52 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 517 shares; 2026Q1: 629 shares; 2026Q2: 449 shares; 2026Q3: 454 shares 454 $269K 0.08% +5 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,520 shares; 2025Q1: 2,528 shares; 2025Q2: 2,434 shares; 2025Q3: 2,571 shares; 2025Q4: 2,498 shares; 2026Q1: 2,573 shares; 2026Q2: 2,531 shares; 2026Q3: 2,708 shares 2,708 $265K 0.07% +177 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: 897 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 885 shares; 2025Q4: 858 shares; 2026Q1: 877 shares; 2026Q2: 840 shares; 2026Q3: 879 shares 879 $250K 0.07% +39 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: 3,090 shares; 2025Q1: 3,092 shares; 2025Q2: 3,094 shares; 2025Q3: 3,469 shares; 2025Q4: 3,558 shares; 2026Q1: 3,680 shares; 2026Q2: 4,129 shares; 2026Q3: 4,504 shares 4,504 $245K 0.07% +375 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: 2,580 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 1,932 shares; 2025Q4: 2,157 shares; 2026Q1: 1,991 shares; 2026Q2: 2,448 shares; 2026Q3: 2,873 shares 2,873 $245K 0.07% +425 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares; 2026Q2: 786 shares; 2026Q3: 786 shares 786 $242K 0.07% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,155 shares; 2025Q4: 1,191 shares; 2026Q1: 1,198 shares; 2026Q2: 1,550 shares; 2026Q3: 1,826 shares 1,826 $236K 0.07% +276 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: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 127 shares; 2026Q3: 127 shares 127 $230K 0.06% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,709 shares; 2025Q1: 1,709 shares; 2025Q2: 1,709 shares; 2025Q3: 1,740 shares; 2025Q4: 1,762 shares; 2026Q1: 1,762 shares; 2026Q2: 1,934 shares; 2026Q3: 2,010 shares 2,010 $229K 0.06% +76 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: 2,385 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,353 shares; 2025Q4: 2,191 shares; 2026Q1: 2,287 shares; 2026Q2: 2,258 shares; 2026Q3: 2,288 shares 2,288 $226K 0.06% +30 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: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,204 shares; 2025Q4: 1,204 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares; 2026Q3: 1,040 shares 1,040 $225K 0.06% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,950 shares; 2025Q1: 1,450 shares; 2025Q2: 5,811 shares; 2025Q3: 4,333 shares; 2025Q4: 3,317 shares; 2026Q1: 3,225 shares; 2026Q2: 3,225 shares; 2026Q3: 3,225 shares 3,225 $224K 0.06% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 990 shares; 2025Q1: 993 shares; 2025Q2: 998 shares; 2025Q3: 1,002 shares; 2025Q4: 1,007 shares; 2026Q1: 1,010 shares; 2026Q2: 1,014 shares; 2026Q3: 980 shares 980 $224K 0.06% -34 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: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 294 shares; 2025Q4: 335 shares; 2026Q1: 370 shares; 2026Q2: 1,249 shares; 2026Q3: 1,202 shares 1,202 $224K 0.06% -47 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: 2,033 shares; 2025Q1: 1,995 shares; 2025Q2: 1,356 shares; 2025Q3: 1,403 shares; 2025Q4: 1,414 shares; 2026Q1: 1,459 shares; 2026Q2: 2,408 shares; 2026Q3: 1,762 shares 1,762 $223K 0.06% -646 Timeline DISV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,834 shares; 2025Q4: 4,861 shares; 2026Q1: 5,063 shares; 2026Q2: 5,127 shares; 2026Q3: 5,154 shares 5,154 $223K 0.06% +27 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,259 shares; 2025Q3: 24,387 shares; 2025Q4: 23,950 shares; 2026Q1: 22,574 shares; 2026Q2: 20,088 shares; 2026Q3: 20,046 shares 20,046 $212K 0.06% -42 Timeline DFAX 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: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,621 shares; 2025Q3: 1,623 shares; 2025Q4: 1,626 shares; 2026Q1: 1,627 shares; 2026Q2: 5,710 shares; 2026Q3: 5,737 shares 5,737 $212K 0.06% +27 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 470 shares; 2026Q3: 463 shares 463 $211K 0.06% -7 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 763 shares; 2025Q4: 683 shares; 2026Q1: 681 shares; 2026Q2: 668 shares; 2026Q3: 672 shares 672 $207K 0.06% +4 Timeline JEPQ 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,375 shares 3,375 $207K 0.06% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 610 shares; 2025Q1: 613 shares; 2025Q2: 616 shares; 2025Q3: 619 shares; 2025Q4: 638 shares; 2026Q1: 641 shares; 2026Q2: 702 shares; 2026Q3: 838 shares 838 $206K 0.06% +136 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 735 shares; 2025Q2: 3,173 shares; 2025Q3: 3,177 shares; 2025Q4: 3,177 shares; 2026Q1: 3,179 shares; 2026Q2: 3,179 shares; 2026Q3: 3,106 shares 3,106 $202K 0.06% -73 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: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 256 shares; 2025Q4: 257 shares; 2026Q1: 288 shares; 2026Q2: 310 shares; 2026Q3: 360 shares 360 $199K 0.06% +50 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: 131 shares; 2025Q1: 127 shares; 2025Q2: 271 shares; 2025Q3: 300 shares; 2025Q4: 239 shares; 2026Q1: 239 shares; 2026Q2: 290 shares; 2026Q3: 282 shares 282 $198K 0.06% -8 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: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 536 shares; 2026Q3: 536 shares 536 $191K 0.05% 0 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,971 shares; 2025Q1: 1,971 shares; 2025Q2: 1,971 shares; 2025Q3: 1,971 shares; 2025Q4: 1,971 shares; 2026Q1: 1,971 shares; 2026Q2: 1,971 shares; 2026Q3: 1,971 shares 1,971 $188K 0.05% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 296 shares; 2026Q1: 586 shares; 2026Q2: 852 shares; 2026Q3: 875 shares 875 $183K 0.05% +23 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: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 413 shares; 2025Q4: 445 shares; 2026Q1: 445 shares; 2026Q2: 521 shares; 2026Q3: 461 shares 461 $183K 0.05% -60 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: 1,031 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,108 shares; 2025Q4: 1,253 shares; 2026Q1: 1,128 shares; 2026Q2: 1,235 shares; 2026Q3: 1,226 shares 1,226 $183K 0.05% -9 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: 563 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 478 shares; 2026Q2: 478 shares; 2026Q3: 478 shares 478 $182K 0.05% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 615 shares; 2026Q3: 615 shares 615 $180K 0.05% 0 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: 1,548 shares; 2025Q1: 1,548 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares; 2026Q2: 1,062 shares; 2026Q3: 1,053 shares 1,053 $178K 0.05% -9 Timeline PPA 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: 850 shares; 2025Q1: 850 shares; 2025Q2: 1,132 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares; 2026Q2: 1,136 shares; 2026Q3: 1,140 shares 1,140 $176K 0.05% +4 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: 4,734 shares; 2025Q1: 4,734 shares; 2025Q2: 4,064 shares; 2025Q3: 3,522 shares; 2025Q4: 3,549 shares; 2026Q1: 3,549 shares; 2026Q2: 3,549 shares; 2026Q3: 3,786 shares 3,786 $176K 0.05% +237 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: 895 shares; 2026Q3: 1,145 shares 1,145 $173K 0.05% +250 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: 1,971 shares; 2025Q1: 1,977 shares; 2025Q2: 1,991 shares; 2025Q3: 2,001 shares; 2025Q4: 2,035 shares; 2026Q1: 2,039 shares; 2026Q2: 2,048 shares; 2026Q3: 2,053 shares 2,053 $170K 0.05% +5 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: 102 shares; 2025Q1: 102 shares; 2025Q2: 103 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 131 shares; 2026Q2: 167 shares; 2026Q3: 208 shares 208 $169K 0.05% +41 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: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,065 shares; 2025Q4: 2,110 shares; 2026Q1: 2,177 shares; 2026Q2: 2,263 shares; 2026Q3: 2,191 shares 2,191 $166K 0.05% -72 Timeline DFEM 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: 3,691 shares; 2025Q1: 4,075 shares; 2025Q2: 4,078 shares; 2025Q3: 4,081 shares; 2025Q4: 4,094 shares; 2026Q1: 4,098 shares; 2026Q2: 4,112 shares; 2026Q3: 4,130 shares 4,130 $164K 0.05% +18 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: 1,720 shares; 2025Q1: 1,751 shares; 2025Q2: 1,797 shares; 2025Q3: 1,833 shares; 2025Q4: 1,868 shares; 2026Q1: 2,773 shares; 2026Q2: 2,836 shares; 2026Q3: 2,892 shares 2,892 $163K 0.05% +56 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: 575 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 1,240 shares; 2026Q3: 1,289 shares 1,289 $162K 0.05% +49 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,504 shares; 2026Q3: 3,507 shares 3,507 $158K 0.04% +3 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,107 shares; 2025Q1: 1,108 shares; 2025Q2: 1,111 shares; 2025Q3: 1,113 shares; 2025Q4: 890 shares; 2026Q1: 892 shares; 2026Q2: 894 shares; 2026Q3: 936 shares 936 $158K 0.04% +42 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares; 2026Q2: 1,438 shares; 2026Q3: 1,570 shares 1,570 $156K 0.04% +132 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,113 shares; 2025Q1: 4,062 shares; 2025Q2: 4,088 shares; 2025Q3: 4,097 shares; 2025Q4: 4,111 shares; 2026Q1: 4,115 shares; 2026Q2: 4,139 shares; 2026Q3: 4,149 shares 4,149 $156K 0.04% +10 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP 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: 642 shares; 2026Q2: 642 shares; 2026Q3: 642 shares 642 $151K 0.04% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 188 shares; 2025Q4: 151 shares; 2026Q1: 114 shares; 2026Q2: 124 shares; 2026Q3: 565 shares 565 $150K 0.04% +441 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 503 shares; 2026Q1: 665 shares; 2026Q2: 1,072 shares; 2026Q3: 1,461 shares 1,461 $149K 0.04% +389 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: 951 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 1,305 shares; 2025Q4: 2,021 shares; 2026Q1: 914 shares; 2026Q2: 960 shares; 2026Q3: 3,237 shares 3,237 $148K 0.04% +2,277 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: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 262 shares; 2025Q4: 302 shares; 2026Q1: 276 shares; 2026Q2: 315 shares; 2026Q3: 339 shares 339 $143K 0.04% +24 Timeline JMST 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: 2,790 shares; 2025Q1: 2,790 shares; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: 2,790 shares; 2026Q1: 2,790 shares; 2026Q2: 2,790 shares; 2026Q3: 2,790 shares 2,790 $141K 0.04% 0 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: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 750 shares; 2026Q1: 762 shares; 2026Q2: 762 shares; 2026Q3: 750 shares 750 $140K 0.04% -12 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: 1,068 shares; 2025Q1: 999 shares; 2025Q2: 1,003 shares; 2025Q3: 1,007 shares; 2025Q4: 843 shares; 2026Q1: 846 shares; 2026Q2: 848 shares; 2026Q3: 861 shares 861 $138K 0.04% +13 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: 491 shares; 2025Q1: 492 shares; 2025Q2: 493 shares; 2025Q3: 494 shares; 2025Q4: 555 shares; 2026Q1: 530 shares; 2026Q2: 1,294 shares; 2026Q3: 608 shares 608 $134K 0.04% -686 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: 1,003 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 243 shares; 2025Q4: 206 shares; 2026Q1: 245 shares; 2026Q2: 368 shares; 2026Q3: 364 shares 364 $134K 0.04% -4 Timeline UST 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: 2,176 shares; 2025Q2: 2,192 shares; 2025Q3: 2,787 shares; 2025Q4: 2,852 shares; 2026Q1: 2,865 shares; 2026Q2: 2,886 shares; 2026Q3: 3,517 shares 3,517 $133K 0.04% +631 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,341 shares; 2025Q2: 7,386 shares; 2025Q3: 7,431 shares; 2025Q4: 7,482 shares; 2026Q1: 7,527 shares; 2026Q2: 7,575 shares; 2026Q3: 7,626 shares 7,626 $130K 0.04% +51 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 11,618 shares 11,618 $129K 0.04% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,222 shares; 2025Q1: 3,273 shares; 2025Q2: 3,328 shares; 2025Q3: 3,384 shares; 2025Q4: 3,442 shares; 2026Q1: 3,493 shares; 2026Q2: 3,543 shares; 2026Q3: 3,594 shares 3,594 $128K 0.04% +51 Timeline FNDE 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: 3,614 shares; 2025Q1: 3,609 shares; 2025Q2: 3,625 shares; 2025Q3: 3,625 shares; 2025Q4: 3,720 shares; 2026Q1: 3,360 shares; 2026Q2: 3,013 shares; 2026Q3: 3,013 shares 3,013 $126K 0.04% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,970 shares; 2025Q1: 1,977 shares; 2025Q2: 1,984 shares; 2025Q3: 1,990 shares; 2025Q4: 1,997 shares; 2026Q1: 2,007 shares; 2026Q2: 2,289 shares; 2026Q3: 2,297 shares 2,297 $123K 0.03% +8 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 829 shares; 2025Q1: 830 shares; 2025Q2: 1,360 shares; 2025Q3: 1,366 shares; 2025Q4: 1,378 shares; 2026Q1: 1,744 shares; 2026Q2: 1,748 shares; 2026Q3: 1,762 shares 1,762 $121K 0.03% +14 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 386 shares; 2026Q2: 1,111 shares; 2026Q3: 1,354 shares 1,354 $117K 0.03% +243 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 217 shares; 2025Q4: 221 shares; 2026Q1: 235 shares; 2026Q2: 458 shares; 2026Q3: 590 shares 590 $116K 0.03% +132 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: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 112 shares; 2025Q4: 122 shares; 2026Q1: 209 shares; 2026Q2: 562 shares; 2026Q3: 610 shares 610 $116K 0.03% +48 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: 765 shares; 2025Q1: 765 shares; 2025Q2: 629 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 672 shares; 2026Q2: 694 shares; 2026Q3: 709 shares 709 $116K 0.03% +15 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69 shares; 2025Q4: 85 shares; 2026Q1: 270 shares; 2026Q2: 787 shares; 2026Q3: 1,197 shares 1,197 $115K 0.03% +410 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,176 shares; 2025Q1: 1,176 shares; 2025Q2: 1,180 shares; 2025Q3: 1,189 shares; 2025Q4: 1,203 shares; 2026Q1: 1,170 shares; 2026Q2: 1,174 shares; 2026Q3: 1,182 shares 1,182 $115K 0.03% +8 Timeline SHLD 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: 669 shares; 2025Q2: 1,888 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares; 2026Q1: 1,898 shares; 2026Q2: 1,898 shares; 2026Q3: 1,904 shares 1,904 $114K 0.03% +6 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: 809 shares; 2025Q1: 646 shares; 2025Q2: 396 shares; 2025Q3: 443 shares; 2025Q4: 472 shares; 2026Q1: 515 shares; 2026Q2: 890 shares; 2026Q3: 1,194 shares 1,194 $112K 0.03% +304 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 89 shares; 2026Q1: 92 shares; 2026Q2: 193 shares; 2026Q3: 218 shares 218 $111K 0.03% +25 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 501 shares; 2025Q4: 493 shares; 2026Q1: 557 shares; 2026Q2: 834 shares; 2026Q3: 1,021 shares 1,021 $108K 0.03% +187 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE 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: 147 shares; 2026Q1: 1,114 shares; 2026Q2: 2,286 shares; 2026Q3: 2,628 shares 2,628 $108K 0.03% +342 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 474 shares; 2026Q1: 1,831 shares; 2026Q2: 1,985 shares; 2026Q3: 2,805 shares 2,805 $107K 0.03% +820 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 2 shares; 2026Q1: 339 shares; 2026Q2: 458 shares; 2026Q3: 747 shares 747 $107K 0.03% +289 Timeline AVSU 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: 981 shares; 2025Q2: 984 shares; 2025Q3: 1,006 shares; 2025Q4: 1,009 shares; 2026Q1: 1,011 shares; 2026Q2: 1,204 shares; 2026Q3: 1,206 shares 1,206 $106K 0.03% +2 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 323 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 325 shares; 2025Q4: 326 shares; 2026Q1: 327 shares; 2026Q2: 327 shares; 2026Q3: 328 shares 328 $105K 0.03% +1 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,440 shares; 2026Q3: 1,440 shares 1,440 $105K 0.03% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,325 shares; 2025Q4: 1,207 shares; 2026Q1: 1,532 shares; 2026Q2: 1,509 shares; 2026Q3: 1,715 shares 1,715 $105K 0.03% +206 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 37 shares; 2026Q1: 67 shares; 2026Q2: 951 shares; 2026Q3: 2,597 shares 2,597 $104K 0.03% +1,646 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: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,892 shares; 2025Q3: 1,771 shares; 2025Q4: 1,512 shares; 2026Q1: 1,395 shares; 2026Q2: 1,395 shares; 2026Q3: 1,395 shares 1,395 $100K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 232 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 250 shares; 2025Q4: 259 shares; 2026Q1: 255 shares; 2026Q2: 464 shares; 2026Q3: 452 shares 452 $100K 0.03% -12 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: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 839 shares; 2025Q4: 899 shares; 2026Q1: 971 shares; 2026Q2: 1,090 shares; 2026Q3: 958 shares 958 $99.6K 0.03% -132 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 373 shares; 2025Q1: 375 shares; 2025Q2: 376 shares; 2025Q3: 573 shares; 2025Q4: 363 shares; 2026Q1: 364 shares; 2026Q2: 1,276 shares; 2026Q3: 1,098 shares 1,098 $98.6K 0.03% -178 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 502 shares; 2026Q3: 545 shares 545 $97.7K 0.03% +43 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 3 shares; 2026Q2: 180 shares; 2026Q3: 179 shares 179 $96.3K 0.03% -1 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 334 shares; 2026Q1: 719 shares; 2026Q2: 863 shares; 2026Q3: 1,422 shares 1,422 $93.6K 0.03% +559 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58 shares; 2025Q4: 475 shares; 2026Q1: 151 shares; 2026Q2: 1,090 shares; 2026Q3: 2,266 shares 2,266 $93.1K 0.03% +1,176 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 5 shares; 2026Q1: 26 shares; 2026Q2: 123 shares; 2026Q3: 209 shares 209 $93K 0.03% +86 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 126 shares; 2026Q1: 108 shares; 2026Q2: 331 shares; 2026Q3: 504 shares 504 $92.8K 0.03% +173 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 409 shares; 2026Q1: 1,395 shares; 2026Q2: 1,615 shares; 2026Q3: 1,670 shares 1,670 $92.4K 0.03% +55 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,433 shares; 2025Q1: 3,444 shares; 2025Q2: 3,460 shares; 2025Q3: 3,479 shares; 2025Q4: 3,512 shares; 2026Q1: 3,523 shares; 2026Q2: 3,539 shares; 2026Q3: 3,558 shares 3,558 $91.7K 0.03% +19 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 33 shares; 2026Q2: 395 shares; 2026Q3: 481 shares 481 $91.6K 0.03% +86 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: 178 shares; 2025Q1: 207 shares; 2025Q2: 237 shares; 2025Q3: 258 shares; 2025Q4: 252 shares; 2026Q1: 311 shares; 2026Q2: 476 shares; 2026Q3: 533 shares 533 $91K 0.03% +57 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 21 shares; 2025Q3: 72 shares; 2025Q4: 79 shares; 2026Q1: 92 shares; 2026Q2: 382 shares; 2026Q3: 585 shares 585 $90.7K 0.03% +203 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,267 shares; 2025Q1: 1,997 shares; 2025Q2: 2,026 shares; 2025Q3: 2,056 shares; 2025Q4: 1,983 shares; 2026Q1: 1,829 shares; 2026Q2: 1,709 shares; 2026Q3: 1,733 shares 1,733 $89.9K 0.03% +24 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE 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: 3,624 shares; 2026Q2: 3,630 shares; 2026Q3: 3,635 shares 3,635 $88.3K 0.02% +5 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88 shares; 2025Q1: 98 shares; 2025Q2: 85 shares; 2025Q3: 117 shares; 2025Q4: 98 shares; 2026Q1: 438 shares; 2026Q2: 442 shares; 2026Q3: 473 shares 473 $88.2K 0.02% +31 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 90 shares; 2026Q1: 103 shares; 2026Q2: 413 shares; 2026Q3: 766 shares 766 $87.7K 0.02% +353 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 84 shares; 2025Q4: 119 shares; 2026Q1: 133 shares; 2026Q2: 326 shares; 2026Q3: 545 shares 545 $87.6K 0.02% +219 Timeline PRF 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: 2,063 shares; 2025Q1: 2,063 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares; 2026Q2: 1,697 shares; 2026Q3: 1,609 shares 1,609 $87.6K 0.02% -88 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 479 shares; 2026Q2: 1,463 shares; 2026Q3: 2,615 shares 2,615 $87K 0.02% +1,152 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 461 shares; 2025Q4: 334 shares; 2026Q1: 228 shares; 2026Q2: 365 shares; 2026Q3: 320 shares 320 $87K 0.02% -45 Timeline AVGE 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: 881 shares; 2026Q3: 884 shares 884 $87K 0.02% +3 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: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,157 shares; 2026Q1: 965 shares; 2026Q2: 965 shares; 2026Q3: 814 shares 814 $86.9K 0.02% -151 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: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 773 shares; 2025Q4: 1,117 shares; 2026Q1: 1,157 shares; 2026Q2: 1,417 shares; 2026Q3: 1,392 shares 1,392 $86.9K 0.02% -25 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 11 shares; 2026Q1: 21 shares; 2026Q2: 226 shares; 2026Q3: 335 shares 335 $86.2K 0.02% +109 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: 235 shares; 2025Q1: 237 shares; 2025Q2: 238 shares; 2025Q3: 247 shares; 2025Q4: 242 shares; 2026Q1: 244 shares; 2026Q2: 382 shares; 2026Q3: 442 shares 442 $85.4K 0.02% +60 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 49 shares; 2026Q1: 29 shares; 2026Q2: 644 shares; 2026Q3: 963 shares 963 $85K 0.02% +319 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 537 shares; 2026Q3: 537 shares 537 $84.7K 0.02% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 38 shares; 2026Q1: 39 shares; 2026Q2: 300 shares; 2026Q3: 857 shares 857 $84.6K 0.02% +557 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 12 shares; 2026Q1: 26 shares; 2026Q2: 162 shares; 2026Q3: 312 shares 312 $84K 0.02% +150 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 102 shares; 2026Q1: 166 shares; 2026Q2: 216 shares; 2026Q3: 299 shares 299 $83.7K 0.02% +83 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 40 shares; 2026Q2: 146 shares; 2026Q3: 252 shares 252 $83.6K 0.02% +106 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 56 shares; 2025Q4: 83 shares; 2026Q1: 220 shares; 2026Q2: 2,536 shares; 2026Q3: 3,654 shares 3,654 $83K 0.02% +1,118 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: 74 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 138 shares; 2025Q4: 172 shares; 2026Q1: 178 shares; 2026Q2: 264 shares; 2026Q3: 264 shares 264 $82.4K 0.02% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 963 shares; 2026Q1: 963 shares; 2026Q2: 976 shares; 2026Q3: 976 shares 976 $82.4K 0.02% 0 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 449 shares; 2026Q1: 224 shares; 2026Q2: 224 shares; 2026Q3: 616 shares 616 $82.2K 0.02% +392 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 481 shares; 2026Q3: 779 shares 779 $82.1K 0.02% +298 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: 2,439 shares; 2025Q1: 2,441 shares; 2025Q2: 2,443 shares; 2025Q3: 2,217 shares; 2025Q4: 1,608 shares; 2026Q1: 1,678 shares; 2026Q2: 1,710 shares; 2026Q3: 1,420 shares 1,420 $82.1K 0.02% -290 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,140 shares; 2025Q3: 1,083 shares; 2025Q4: 733 shares; 2026Q1: 733 shares; 2026Q2: 800 shares; 2026Q3: 800 shares 800 $81.4K 0.02% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 150 shares; 2026Q3: 246 shares 246 $80.7K 0.02% +96 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 143 shares; 2025Q4: 149 shares; 2026Q1: 160 shares; 2026Q2: 244 shares; 2026Q3: 292 shares 292 $79.9K 0.02% +48 Timeline MAN MANPOWERGROUP INC WIS More: the full row for MANPOWERGROUP INC WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48 shares; 2025Q4: not reported; 2026Q1: 54 shares; 2026Q2: 1,138 shares; 2026Q3: 1,435 shares 1,435 $79.8K 0.02% +297 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: 500 shares; 2025Q1: 465 shares; 2025Q2: 360 shares; 2025Q3: 392 shares; 2025Q4: 297 shares; 2026Q1: 305 shares; 2026Q2: 290 shares; 2026Q3: 431 shares 431 $79.4K 0.02% +141 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: 572 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 575 shares; 2026Q2: 575 shares; 2026Q3: 576 shares 576 $79.3K 0.02% +1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 8 shares; 2026Q1: 15 shares; 2026Q2: 131 shares; 2026Q3: 216 shares 216 $78.5K 0.02% +85 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 832 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 834 shares; 2025Q4: 699 shares; 2026Q1: 699 shares; 2026Q2: 699 shares; 2026Q3: 699 shares 699 $78.5K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 17 shares; 2026Q1: 9 shares; 2026Q2: 133 shares; 2026Q3: 211 shares 211 $78.2K 0.02% +78 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 426 shares; 2025Q4: 382 shares; 2026Q1: 418 shares; 2026Q2: 693 shares; 2026Q3: 1,098 shares 1,098 $77.9K 0.02% +405 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: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 155 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 239 shares; 2026Q3: 239 shares 239 $77.7K 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 77 shares; 2025Q4: 78 shares; 2026Q1: 66 shares; 2026Q2: 66 shares; 2026Q3: 115 shares 115 $77.6K 0.02% +49 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: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 56 shares; 2025Q4: 149 shares; 2026Q1: 155 shares; 2026Q2: 156 shares; 2026Q3: 174 shares 174 $77.6K 0.02% +18 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 24 shares; 2026Q1: 47 shares; 2026Q2: 259 shares; 2026Q3: 536 shares 536 $77.2K 0.02% +277 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares; 2025Q4: 125 shares; 2026Q1: 148 shares; 2026Q2: 288 shares; 2026Q3: 410 shares 410 $77.1K 0.02% +122 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94 shares; 2025Q4: 90 shares; 2026Q1: 77 shares; 2026Q2: 657 shares; 2026Q3: 1,367 shares 1,367 $76.7K 0.02% +710 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214 shares; 2025Q4: 265 shares; 2026Q1: 344 shares; 2026Q2: 1,487 shares; 2026Q3: 844 shares 844 $76.3K 0.02% -643 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 5 shares; 2026Q1: 49 shares; 2026Q2: 103 shares; 2026Q3: 245 shares 245 $75.9K 0.02% +142 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: not reported; 2026Q2: 1,512 shares; 2026Q3: 1,528 shares 1,528 $75.7K 0.02% +16 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 127 shares; 2025Q4: 52 shares; 2026Q1: 53 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $75.5K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 20 shares; 2026Q1: 11 shares; 2026Q2: 88 shares; 2026Q3: 172 shares 172 $74.9K 0.02% +84 Timeline SHYG 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: not reported; 2026Q3: 1,814 shares 1,814 $74.8K 0.02% new 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: 2,563 shares; 2025Q1: 2,145 shares; 2025Q2: 2,157 shares; 2025Q3: 2,410 shares; 2025Q4: 2,583 shares; 2026Q1: 3,158 shares; 2026Q2: 3,890 shares; 2026Q3: 3,067 shares 3,067 $74.8K 0.02% -823 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: 174 shares; 2025Q1: 194 shares; 2025Q2: 214 shares; 2025Q3: 219 shares; 2025Q4: 215 shares; 2026Q1: 301 shares; 2026Q2: 301 shares; 2026Q3: 327 shares 327 $74.6K 0.02% +26 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: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 143 shares; 2026Q1: 139 shares; 2026Q2: 228 shares; 2026Q3: 226 shares 226 $74.2K 0.02% -2 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 38 shares; 2025Q4: 33 shares; 2026Q1: 48 shares; 2026Q2: 179 shares; 2026Q3: 282 shares 282 $74.2K 0.02% +103 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,105 shares; 2025Q1: 2,105 shares; 2025Q2: 2,105 shares; 2025Q3: 2,105 shares; 2025Q4: 2,105 shares; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares; 2026Q3: 2,105 shares 2,105 $74.2K 0.02% 0 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares; 2026Q2: 855 shares; 2026Q3: 855 shares 855 $74K 0.02% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 18 shares; 2025Q4: 75 shares; 2026Q1: 103 shares; 2026Q2: 318 shares; 2026Q3: 485 shares 485 $73.9K 0.02% +167 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 272 shares; 2026Q1: 99 shares; 2026Q2: 658 shares; 2026Q3: 1,176 shares 1,176 $73.1K 0.02% +518 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 17 shares; 2026Q1: 42 shares; 2026Q2: 211 shares; 2026Q3: 311 shares 311 $72.6K 0.02% +100 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: 4,417 shares; 2025Q1: 4,471 shares; 2025Q2: 4,472 shares; 2025Q3: 2,356 shares; 2025Q4: 2,436 shares; 2026Q1: 792 shares; 2026Q2: 1,702 shares; 2026Q3: 2,541 shares 2,541 $72.5K 0.02% +839 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: 1,718 shares; 2025Q1: 1,153 shares; 2025Q2: 1,133 shares; 2025Q3: 736 shares; 2025Q4: 788 shares; 2026Q1: 799 shares; 2026Q2: 809 shares; 2026Q3: 819 shares 819 $71.3K 0.02% +10 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: 61 shares; 2025Q4: 174 shares; 2026Q1: 124 shares; 2026Q2: 924 shares; 2026Q3: 1,530 shares 1,530 $70.9K 0.02% +606 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: 951 shares; 2025Q1: 961 shares; 2025Q2: 971 shares; 2025Q3: 1,086 shares; 2025Q4: 1,427 shares; 2026Q1: 1,985 shares; 2026Q2: 2,279 shares; 2026Q3: 2,346 shares 2,346 $70.7K 0.02% +67 Timeline PWZ 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: 2,967 shares; 2025Q1: 2,992 shares; 2025Q2: 3,018 shares; 2025Q3: 3,044 shares; 2025Q4: 3,072 shares; 2026Q1: 3,101 shares; 2026Q2: 3,131 shares; 2026Q3: 3,162 shares 3,162 $70.5K 0.02% +31 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 6 shares; 2026Q2: 65 shares; 2026Q3: 201 shares 201 $70.1K 0.02% +136 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 48 shares; 2026Q2: 153 shares; 2026Q3: 260 shares 260 $69.9K 0.02% +107 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152 shares; 2025Q4: 168 shares; 2026Q1: 182 shares; 2026Q2: 574 shares; 2026Q3: 1,678 shares 1,678 $69.8K 0.02% +1,104 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 136 shares; 2026Q2: 816 shares; 2026Q3: 816 shares 816 $69.8K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 9 shares; 2025Q3: 39 shares; 2025Q4: 1,326 shares; 2026Q1: 1,222 shares; 2026Q2: 451 shares; 2026Q3: 1,001 shares 1,001 $69.7K 0.02% +550 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: 39 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 53 shares; 2025Q4: 63 shares; 2026Q1: 65 shares; 2026Q2: 75 shares; 2026Q3: 73 shares 73 $69.5K 0.02% -2 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 37 shares; 2026Q1: 818 shares; 2026Q2: 1,573 shares; 2026Q3: 2,503 shares 2,503 $69.2K 0.02% +930 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,266 shares; 2025Q4: 450 shares; 2026Q1: 1,026 shares; 2026Q2: 1,417 shares; 2026Q3: 1,830 shares 1,830 $68.8K 0.02% +413 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: not reported; 2026Q1: 99 shares; 2026Q2: 220 shares; 2026Q3: 548 shares 548 $68.3K 0.02% +328 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 25 shares; 2026Q1: 32 shares; 2026Q2: 193 shares; 2026Q3: 392 shares 392 $68.3K 0.02% +199 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 17 shares; 2026Q1: 129 shares; 2026Q2: 245 shares; 2026Q3: 552 shares 552 $68.3K 0.02% +307 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: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 346 shares; 2026Q3: 346 shares 346 $67.7K 0.02% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: not reported; 2026Q1: 68 shares; 2026Q2: 274 shares; 2026Q3: 1,002 shares 1,002 $67.5K 0.02% +728 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 416 shares; 2025Q4: 427 shares; 2026Q1: 451 shares; 2026Q2: 854 shares; 2026Q3: 679 shares 679 $67.5K 0.02% -175 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS 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: 67 shares; 2026Q1: 528 shares; 2026Q2: 790 shares; 2026Q3: 3,112 shares 3,112 $67.3K 0.02% +2,322 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 17 shares; 2026Q1: 482 shares; 2026Q2: 1,441 shares; 2026Q3: 2,213 shares 2,213 $67.3K 0.02% +772 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 71 shares; 2026Q1: 94 shares; 2026Q2: 624 shares; 2026Q3: 779 shares 779 $67.2K 0.02% +155 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 59 shares; 2026Q1: 57 shares; 2026Q2: 342 shares; 2026Q3: 471 shares 471 $67.2K 0.02% +129 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: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 20 shares; 2025Q4: 72 shares; 2026Q1: 79 shares; 2026Q2: 363 shares; 2026Q3: 451 shares 451 $67K 0.02% +88 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 352 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 232 shares; 2026Q3: 232 shares 232 $66.9K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 11 shares; 2026Q1: 73 shares; 2026Q2: 255 shares; 2026Q3: 258 shares 258 $66.6K 0.02% +3 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 481 shares; 2026Q1: 481 shares; 2026Q2: 666 shares; 2026Q3: 666 shares 666 $66.6K 0.02% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 5 shares; 2026Q1: 23 shares; 2026Q2: 435 shares; 2026Q3: 546 shares 546 $66.2K 0.02% +111 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 9 shares; 2026Q3: 461 shares 461 $65.7K 0.02% +452 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI 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: 3,017 shares; 2026Q3: 5,833 shares 5,833 $65.7K 0.02% +2,816 Timeline HYG 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: not reported; 2026Q3: 849 shares 849 $65.6K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 122 shares; 2026Q1: 138 shares; 2026Q2: 195 shares; 2026Q3: 757 shares 757 $65.3K 0.02% +562 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: 849 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 489 shares; 2025Q4: 534 shares; 2026Q1: 553 shares; 2026Q2: 797 shares; 2026Q3: 493 shares 493 $65.2K 0.02% -304 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: 289 shares; 2025Q1: 649 shares; 2025Q2: 653 shares; 2025Q3: 656 shares; 2025Q4: 637 shares; 2026Q1: 639 shares; 2026Q2: 642 shares; 2026Q3: 645 shares 645 $65.2K 0.02% +3 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 2 shares; 2026Q1: 366 shares; 2026Q2: 465 shares; 2026Q3: 473 shares 473 $65.2K 0.02% +8 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: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 102 shares; 2026Q1: 132 shares; 2026Q2: 294 shares; 2026Q3: 320 shares 320 $65.1K 0.02% +26 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: 29 shares; 2025Q4: 22 shares; 2026Q1: 16 shares; 2026Q2: 207 shares; 2026Q3: 283 shares 283 $64.5K 0.02% +76 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 616 shares; 2026Q3: 1,111 shares 1,111 $64.2K 0.02% +495 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 32 shares; 2026Q1: 43 shares; 2026Q2: 211 shares; 2026Q3: 288 shares 288 $63.9K 0.02% +77 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: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 53 shares; 2025Q4: 69 shares; 2026Q1: 80 shares; 2026Q2: 92 shares; 2026Q3: 266 shares 266 $63.8K 0.02% +174 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 93 shares; 2026Q3: 124 shares 124 $63.4K 0.02% +31 Timeline PAVE 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: 1,194 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 1,205 shares; 2026Q2: 1,205 shares; 2026Q3: 1,207 shares 1,207 $63.4K 0.02% +2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69 shares; 2025Q4: 108 shares; 2026Q1: 118 shares; 2026Q2: 268 shares; 2026Q3: 437 shares 437 $63.2K 0.02% +169 Timeline TDIV 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: 551 shares; 2025Q4: 553 shares; 2026Q1: 555 shares; 2026Q2: 557 shares; 2026Q3: 559 shares 559 $63.1K 0.02% +2 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 33 shares; 2026Q1: 33 shares; 2026Q2: 216 shares; 2026Q3: 391 shares 391 $62.7K 0.02% +175 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106 shares; 2026Q1: 116 shares; 2026Q2: 276 shares; 2026Q3: 276 shares 276 $62.7K 0.02% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188 shares; 2026Q1: 531 shares; 2026Q2: 2,032 shares; 2026Q3: 2,179 shares 2,179 $62.4K 0.02% +147 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 296 shares; 2025Q4: 351 shares; 2026Q1: 140 shares; 2026Q2: 215 shares; 2026Q3: 349 shares 349 $62.4K 0.02% +134 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: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 163 shares; 2026Q2: 222 shares; 2026Q3: 229 shares 229 $62.3K 0.02% +7 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 19 shares; 2026Q1: 50 shares; 2026Q2: 260 shares; 2026Q3: 529 shares 529 $61.8K 0.02% +269 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 1,216 shares; 2026Q2: 1,216 shares; 2026Q3: 1,216 shares 1,216 $61.5K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116 shares; 2026Q2: 153 shares; 2026Q3: 292 shares 292 $61.3K 0.02% +139 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95 shares; 2025Q4: 219 shares; 2026Q1: 125 shares; 2026Q2: 1,065 shares; 2026Q3: 2,094 shares 2,094 $60.8K 0.02% +1,029 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 101 shares; 2026Q2: 424 shares; 2026Q3: 952 shares 952 $60.7K 0.02% +528 Timeline FXU 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: 2,082 shares; 2025Q1: 2,082 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,376 shares; 2026Q1: 1,376 shares; 2026Q2: 1,376 shares; 2026Q3: 1,376 shares 1,376 $60.4K 0.02% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 82 shares; 2025Q3: 90 shares; 2025Q4: 63 shares; 2026Q1: 56 shares; 2026Q2: 48 shares; 2026Q3: 57 shares 57 $60.3K 0.02% +9 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: 772 shares; 2025Q1: 776 shares; 2025Q2: 780 shares; 2025Q3: 784 shares; 2025Q4: 789 shares; 2026Q1: 793 shares; 2026Q2: 796 shares; 2026Q3: 800 shares 800 $60.3K 0.02% +4 Timeline RAAX 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: 395 shares; 2025Q4: not reported; 2026Q1: 1,514 shares; 2026Q2: 1,514 shares; 2026Q3: 1,514 shares 1,514 $60.3K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares; 2026Q3: 276 shares 276 $60.1K 0.02% +167 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101 shares; 2026Q3: 259 shares 259 $60K 0.02% +158 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93 shares; 2026Q2: 434 shares; 2026Q3: 1,314 shares 1,314 $59.7K 0.02% +880 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: 470 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 200 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 356 shares; 2026Q3: 695 shares 695 $59.6K 0.02% +339 Timeline IFRA 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: 1,056 shares; 2025Q3: 1,060 shares; 2025Q4: 1,066 shares; 2026Q1: 1,072 shares; 2026Q2: 1,075 shares; 2026Q3: 1,080 shares 1,080 $59.4K 0.02% +5 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: 593 shares; 2025Q1: 596 shares; 2025Q2: 600 shares; 2025Q3: 1,004 shares; 2025Q4: 1,421 shares; 2026Q1: 1,624 shares; 2026Q2: 909 shares; 2026Q3: 2,729 shares 2,729 $59.4K 0.02% +1,820 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,483 shares; 2025Q1: 1,500 shares; 2025Q2: 1,526 shares; 2025Q3: 1,552 shares; 2025Q4: 1,588 shares; 2026Q1: 1,606 shares; 2026Q2: 1,634 shares; 2026Q3: 1,662 shares 1,662 $59.4K 0.02% +28 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 614 shares; 2026Q2: 614 shares; 2026Q3: 680 shares 680 $59.2K 0.02% +66 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 98 shares; 2025Q4: 115 shares; 2026Q1: 303 shares; 2026Q2: 512 shares; 2026Q3: 876 shares 876 $58.8K 0.02% +364 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES 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: 333 shares; 2026Q1: 902 shares; 2026Q2: 985 shares; 2026Q3: 1,122 shares 1,122 $58K 0.02% +137 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: 680 shares; 2025Q1: 680 shares; 2025Q2: 150 shares; 2025Q3: 209 shares; 2025Q4: 196 shares; 2026Q1: not reported; 2026Q2: 739 shares; 2026Q3: 677 shares 677 $57.9K 0.02% -62 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS 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: 83 shares; 2026Q2: 385 shares; 2026Q3: 749 shares 749 $57.7K 0.02% +364 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: not reported; 2026Q1: 66 shares; 2026Q2: 415 shares; 2026Q3: 918 shares 918 $57.5K 0.02% +503 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: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 352 shares; 2025Q4: 630 shares; 2026Q1: 516 shares; 2026Q2: 802 shares; 2026Q3: 853 shares 853 $57.4K 0.02% +51 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: 265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 228 shares; 2026Q3: 294 shares 294 $57.3K 0.02% +66 Timeline RDVI 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: 2,053 shares; 2025Q1: 2,053 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares; 2026Q2: 2,053 shares; 2026Q3: 2,053 shares 2,053 $57.2K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 12 shares; 2026Q1: 27 shares; 2026Q2: 40 shares; 2026Q3: 177 shares 177 $57.2K 0.02% +137 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: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 233 shares; 2025Q4: 264 shares; 2026Q1: 228 shares; 2026Q2: 327 shares; 2026Q3: 249 shares 249 $57.2K 0.02% -78 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: not reported; 2026Q1: 19 shares; 2026Q2: 298 shares; 2026Q3: 548 shares 548 $57.2K 0.02% +250 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: not reported; 2026Q2: 100 shares; 2026Q3: 911 shares 911 $57.1K 0.02% +811 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 49 shares; 2026Q1: 69 shares; 2026Q2: 175 shares; 2026Q3: 326 shares 326 $56.9K 0.02% +151 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 14 shares; 2026Q2: 319 shares; 2026Q3: 758 shares 758 $56.8K 0.02% +439 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 939 shares; 2026Q3: 939 shares 939 $56.7K 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 611 shares; 2026Q1: 675 shares; 2026Q2: 1,455 shares; 2026Q3: 1,143 shares 1,143 $56.6K 0.02% -312 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221 shares; 2025Q4: 370 shares; 2026Q1: 1,557 shares; 2026Q2: 4,021 shares; 2026Q3: 4,207 shares 4,207 $56.5K 0.02% +186 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124 shares; 2025Q4: not reported; 2026Q1: 161 shares; 2026Q2: 1,136 shares; 2026Q3: 1,538 shares 1,538 $56.5K 0.02% +402 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares; 2026Q2: 1,182 shares; 2026Q3: 1,959 shares 1,959 $56.5K 0.02% +777 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 118 shares; 2026Q1: 173 shares; 2026Q2: 663 shares; 2026Q3: 2,406 shares 2,406 $56.5K 0.02% +1,743 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 453 shares; 2025Q4: 419 shares; 2026Q1: 373 shares; 2026Q2: 690 shares; 2026Q3: 1,072 shares 1,072 $56.3K 0.02% +382 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: not reported; 2026Q2: 30 shares; 2026Q3: 345 shares 345 $56.2K 0.02% +315 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,262 shares; 2025Q1: 1,591 shares; 2025Q2: 1,295 shares; 2025Q3: 1,340 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 614 shares; 2026Q3: 614 shares 614 $55.9K 0.02% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO 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: 242 shares; 2026Q1: 303 shares; 2026Q2: 303 shares; 2026Q3: 1,127 shares 1,127 $55K 0.02% +824 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: not reported; 2026Q1: 97 shares; 2026Q2: 389 shares; 2026Q3: 747 shares 747 $54.9K 0.02% +358 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 14 shares; 2026Q1: 24 shares; 2026Q2: 35 shares; 2026Q3: 901 shares 901 $54.7K 0.02% +866 Timeline CNH CNH INDL N V More: the full row for CNH INDL 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: 3,386 shares; 2026Q1: 3,386 shares; 2026Q2: 3,907 shares; 2026Q3: 4,255 shares 4,255 $54.7K 0.02% +348 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51 shares; 2025Q4: 249 shares; 2026Q1: 308 shares; 2026Q2: 430 shares; 2026Q3: 472 shares 472 $54.4K 0.02% +42 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: not reported; 2026Q1: 65 shares; 2026Q2: 478 shares; 2026Q3: 892 shares 892 $54.1K 0.02% +414 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 1,055 shares; 2026Q1: 1,101 shares; 2026Q2: 1,139 shares; 2026Q3: 1,139 shares 1,139 $53.9K 0.02% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 102 shares; 2025Q1: 119 shares; 2025Q2: 138 shares; 2025Q3: 147 shares; 2025Q4: 157 shares; 2026Q1: 163 shares; 2026Q2: 221 shares; 2026Q3: 194 shares 194 $53.7K 0.02% -27 Timeline JPST 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: 2,339 shares; 2025Q1: 2,339 shares; 2025Q2: 2,339 shares; 2025Q3: 2,339 shares; 2025Q4: 2,339 shares; 2026Q1: 2,339 shares; 2026Q2: 1,066 shares; 2026Q3: 1,066 shares 1,066 $53.7K 0.02% 0 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: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 85 shares; 2026Q3: 94 shares 94 $53.7K 0.02% +9 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162 shares; 2025Q4: 164 shares; 2026Q1: 610 shares; 2026Q2: 674 shares; 2026Q3: 929 shares 929 $53.6K 0.02% +255 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70 shares; 2026Q3: 275 shares 275 $53.6K 0.02% +205 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 30 shares; 2026Q1: 9 shares; 2026Q2: 254 shares; 2026Q3: 493 shares 493 $53.4K 0.02% +239 Timeline TREX TREX INC More: the full row for TREX 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: 233 shares; 2026Q2: 349 shares; 2026Q3: 1,224 shares 1,224 $53.3K 0.01% +875 Timeline XME 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: 513 shares; 2026Q2: 513 shares; 2026Q3: 513 shares 513 $53.1K 0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $52.2K 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: 0 shares; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: 12 shares; 2025Q4: 19 shares; 2026Q1: 15 shares; 2026Q2: 105 shares; 2026Q3: 134 shares 134 $52.1K 0.01% +29 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 194 shares; 2025Q4: 207 shares; 2026Q1: 229 shares; 2026Q2: 400 shares; 2026Q3: 416 shares 416 $52.1K 0.01% +16 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68 shares; 2025Q4: 408 shares; 2026Q1: 29 shares; 2026Q2: 598 shares; 2026Q3: 2,266 shares 2,266 $52.1K 0.01% +1,668 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 300 shares; 2025Q3: 318 shares; 2025Q4: 102 shares; 2026Q1: 121 shares; 2026Q2: 358 shares; 2026Q3: 620 shares 620 $51.7K 0.01% +262 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 112 shares; 2025Q4: 277 shares; 2026Q1: 271 shares; 2026Q2: 271 shares; 2026Q3: 294 shares 294 $51.4K 0.01% +23 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY 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: 64 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 667 shares 667 $51.4K 0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: not reported; 2026Q1: 19 shares; 2026Q2: 383 shares; 2026Q3: 450 shares 450 $51.3K 0.01% +67 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 159 shares; 2026Q1: 171 shares; 2026Q2: 295 shares; 2026Q3: 425 shares 425 $51K 0.01% +130 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN 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: 71 shares; 2026Q1: 195 shares; 2026Q2: 933 shares; 2026Q3: 2,062 shares 2,062 $50.8K 0.01% +1,129 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 16 shares; 2026Q2: 132 shares; 2026Q3: 233 shares 233 $50.7K 0.01% +101 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,846 shares; 2025Q1: 2,177 shares; 2025Q2: 2,307 shares; 2025Q3: 1,692 shares; 2025Q4: 1,786 shares; 2026Q1: 1,868 shares; 2026Q2: 1,971 shares; 2026Q3: 1,974 shares 1,974 $50.3K 0.01% +3 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: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 39 shares; 2025Q4: 200 shares; 2026Q1: 204 shares; 2026Q2: 223 shares; 2026Q3: 222 shares 222 $50.1K 0.01% -1 Timeline NUSC 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: 1,021 shares; 2025Q1: 1,021 shares; 2025Q2: 1,021 shares; 2025Q3: 1,021 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares; 2026Q2: 1,028 shares; 2026Q3: 1,028 shares 1,028 $49.9K 0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 7 shares; 2026Q1: 26 shares; 2026Q2: 170 shares; 2026Q3: 480 shares 480 $49.7K 0.01% +310 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 71 shares; 2026Q1: 6 shares; 2026Q2: 168 shares; 2026Q3: 181 shares 181 $49.6K 0.01% +13 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130 shares; 2025Q4: 84 shares; 2026Q1: 242 shares; 2026Q2: 901 shares; 2026Q3: 1,192 shares 1,192 $49.5K 0.01% +291 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134 shares; 2026Q2: 127 shares; 2026Q3: 556 shares 556 $49.3K 0.01% +429 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 72 shares; 2026Q1: 109 shares; 2026Q2: 349 shares; 2026Q3: 767 shares 767 $49.2K 0.01% +418 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R 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: 765 shares; 2026Q1: 773 shares; 2026Q2: 1,040 shares; 2026Q3: 1,197 shares 1,197 $48.9K 0.01% +157 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: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 235 shares; 2025Q4: 291 shares; 2026Q1: 369 shares; 2026Q2: 444 shares; 2026Q3: 610 shares 610 $48.8K 0.01% +166 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 848 shares; 2026Q3: 5,372 shares 5,372 $48.7K 0.01% +4,524 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares; 2025Q4: 1,944 shares; 2026Q1: 1,694 shares; 2026Q2: 1,718 shares; 2026Q3: 1,718 shares 1,718 $48.6K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 140 shares; 2025Q4: 148 shares; 2026Q1: 108 shares; 2026Q2: 256 shares; 2026Q3: 251 shares 251 $48.5K 0.01% -5 Timeline RVTY REVVITY INC More: the full row for REVVITY 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: 77 shares; 2026Q2: 209 shares; 2026Q3: 315 shares 315 $48.2K 0.01% +106 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: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 147 shares; 2025Q4: 107 shares; 2026Q1: 99 shares; 2026Q2: 130 shares; 2026Q3: 122 shares 122 $48.1K 0.01% -8 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 14 shares; 2026Q2: 91 shares; 2026Q3: 146 shares 146 $48K 0.01% +55 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares; 2026Q1: 626 shares; 2026Q2: 540 shares; 2026Q3: 614 shares 614 $47.9K 0.01% +74 Timeline NTRA NATERA INC More: the full row for NATERA 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: 109 shares; 2026Q3: 115 shares 115 $47.5K 0.01% +6 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 477 shares; 2025Q1: 478 shares; 2025Q2: 480 shares; 2025Q3: 482 shares; 2025Q4: 484 shares; 2026Q1: 485 shares; 2026Q2: 487 shares; 2026Q3: 488 shares 488 $47.5K 0.01% +1 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: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 501 shares; 2025Q4: 572 shares; 2026Q1: 572 shares; 2026Q2: 572 shares; 2026Q3: 672 shares 672 $47.4K 0.01% +100 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS 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 shares; 2025Q4: 5 shares; 2026Q1: 24 shares; 2026Q2: 67 shares; 2026Q3: 102 shares 102 $47.2K 0.01% +35 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: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 652 shares; 2025Q4: 555 shares; 2026Q1: 555 shares; 2026Q2: 555 shares; 2026Q3: 555 shares 555 $47.2K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 17 shares; 2026Q1: 18 shares; 2026Q2: 56 shares; 2026Q3: 110 shares 110 $46.9K 0.01% +54 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 536 shares; 2026Q1: 625 shares; 2026Q2: 836 shares; 2026Q3: 1,363 shares 1,363 $46.1K 0.01% +527 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: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 131 shares 131 $46.1K 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: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 49 shares; 2026Q3: 660 shares 660 $46K 0.01% +611 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 52 shares; 2026Q2: 283 shares; 2026Q3: 413 shares 413 $45.8K 0.01% +130 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 42 shares; 2026Q1: 81 shares; 2026Q2: 188 shares; 2026Q3: 582 shares 582 $45.7K 0.01% +394 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: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 150 shares; 2025Q4: 147 shares; 2026Q1: 152 shares; 2026Q2: 152 shares; 2026Q3: 164 shares 164 $45.6K 0.01% +12 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: 773 shares; 2025Q1: 775 shares; 2025Q2: 778 shares; 2025Q3: 781 shares; 2025Q4: 784 shares; 2026Q1: 786 shares; 2026Q2: 789 shares; 2026Q3: 792 shares 792 $45.6K 0.01% +3 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 103 shares; 2026Q3: 383 shares 383 $45.5K 0.01% +280 Timeline GGG GRACO INC More: the full row for GRACO 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: 15 shares; 2026Q1: 20 shares; 2026Q2: 528 shares; 2026Q3: 591 shares 591 $45.4K 0.01% +63 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 16 shares; 2026Q1: not reported; 2026Q2: 226 shares; 2026Q3: 473 shares 473 $45.2K 0.01% +247 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 157 shares; 2026Q2: 309 shares; 2026Q3: 438 shares 438 $45K 0.01% +129 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P 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: 327 shares; 2026Q1: 1,223 shares; 2026Q2: 832 shares; 2026Q3: 1,184 shares 1,184 $45K 0.01% +352 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 157 shares; 2026Q2: 386 shares; 2026Q3: 504 shares 504 $44.8K 0.01% +118 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: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 146 shares; 2026Q2: 213 shares; 2026Q3: 479 shares 479 $44.8K 0.01% +266 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 387 shares; 2026Q3: 751 shares 751 $44.7K 0.01% +364 Timeline DFSB 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: 789 shares; 2025Q1: 849 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 877 shares; 2026Q1: 877 shares; 2026Q2: 887 shares; 2026Q3: 899 shares 899 $44.5K 0.01% +12 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 3 shares; 2026Q1: 29 shares; 2026Q2: 201 shares; 2026Q3: 376 shares 376 $44.3K 0.01% +175 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 89 shares; 2026Q1: 84 shares; 2026Q2: 197 shares; 2026Q3: 346 shares 346 $44.1K 0.01% +149 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares; 2026Q1: 20 shares; 2026Q2: 402 shares; 2026Q3: 686 shares 686 $44.1K 0.01% +284 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 122 shares; 2026Q3: 422 shares 422 $44.1K 0.01% +300 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 21 shares; 2026Q1: 31 shares; 2026Q2: 34 shares; 2026Q3: 142 shares 142 $44.1K 0.01% +108 Timeline POST POST HLDGS INC More: the full row for POST 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: 24 shares; 2026Q1: 16 shares; 2026Q2: not reported; 2026Q3: 601 shares 601 $43.8K 0.01% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: 168 shares; 2026Q1: 176 shares; 2026Q2: 852 shares; 2026Q3: 1,339 shares 1,339 $43.6K 0.01% +487 Timeline BPOP POPULAR INC More: the full row for POPULAR 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: 17 shares; 2026Q2: 142 shares; 2026Q3: 280 shares 280 $43.5K 0.01% +138 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 113 shares; 2026Q3: 113 shares 113 $43.5K 0.01% 0 Timeline VICR VICOR CORP More: the full row for VICOR 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: 200 shares; 2026Q1: not reported; 2026Q2: 200 shares; 2026Q3: 150 shares 150 $43.3K 0.01% -50 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 0 shares; 2025Q3: 92 shares; 2025Q4: 120 shares; 2026Q1: 61 shares; 2026Q2: 204 shares; 2026Q3: 477 shares 477 $43.3K 0.01% +273 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92 shares; 2026Q3: 304 shares 304 $43.1K 0.01% +212 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 21 shares; 2026Q1: 10 shares; 2026Q2: 123 shares; 2026Q3: 205 shares 205 $43.1K 0.01% +82 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares; 2026Q2: 384 shares; 2026Q3: 384 shares 384 $42.3K 0.01% 0 Timeline AVTR AVANTOR INC More: the full row for AVANTOR 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: 1,627 shares; 2026Q2: 1,627 shares; 2026Q3: 2,803 shares 2,803 $42.2K 0.01% +1,176 Timeline DFAE 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: 36,993 shares; 2025Q1: 37,073 shares; 2025Q2: 3,909 shares; 2025Q3: 3,937 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,072 shares 1,072 $42.1K 0.01% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 8 shares; 2026Q1: 48 shares; 2026Q2: 169 shares; 2026Q3: 451 shares 451 $42K 0.01% +282 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: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares; 2026Q2: 304 shares; 2026Q3: 304 shares 304 $41.9K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 65 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 194 shares; 2026Q3: 351 shares 351 $41.6K 0.01% +157 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 227 shares 227 $41.6K 0.01% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 22 shares; 2026Q2: 94 shares; 2026Q3: 194 shares 194 $41.5K 0.01% +100 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 400 shares; 2026Q3: 421 shares 421 $41.5K 0.01% +21 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares; 2026Q3: 85 shares 85 $41.4K 0.01% +50 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 68 shares; 2026Q1: not reported; 2026Q2: 324 shares; 2026Q3: 556 shares 556 $41.4K 0.01% +232 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 1,540 shares; 2026Q2: 1,540 shares; 2026Q3: 1,689 shares 1,689 $41.2K 0.01% +149 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 219 shares; 2026Q1: 148 shares; 2026Q2: 944 shares; 2026Q3: 908 shares 908 $41K 0.01% -36 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: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 281 shares; 2026Q3: 325 shares 325 $40.9K 0.01% +44 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 23 shares; 2026Q1: 120 shares; 2026Q2: 249 shares; 2026Q3: 546 shares 546 $40.8K 0.01% +297 Timeline PPLI PEOPLE INC More: the full row for PEOPLE 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: 652 shares; 2026Q1: 805 shares; 2026Q2: 826 shares; 2026Q3: 972 shares 972 $40.8K 0.01% +146 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 30 shares; 2026Q1: 52 shares; 2026Q2: 121 shares; 2026Q3: 239 shares 239 $40.5K 0.01% +118 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 105 shares; 2026Q1: 110 shares; 2026Q2: 594 shares; 2026Q3: 995 shares 995 $40.2K 0.01% +401 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 259 shares; 2026Q1: 142 shares; 2026Q2: 581 shares; 2026Q3: 592 shares 592 $40.1K 0.01% +11 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 640 shares; 2025Q1: 641 shares; 2025Q2: 644 shares; 2025Q3: 647 shares; 2025Q4: 656 shares; 2026Q1: 657 shares; 2026Q2: 660 shares; 2026Q3: 662 shares 662 $39.4K 0.01% +2 Timeline WCC WESCO INTL INC More: the full row for WESCO 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: 1 shares; 2025Q4: 1 shares; 2026Q1: 12 shares; 2026Q2: 64 shares; 2026Q3: 109 shares 109 $39.2K 0.01% +45 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 111 shares; 2025Q4: 102 shares; 2026Q1: 75 shares; 2026Q2: 481 shares; 2026Q3: 539 shares 539 $38.7K 0.01% +58 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 85 shares; 2026Q2: 431 shares; 2026Q3: 1,352 shares 1,352 $38.7K 0.01% +921 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS 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: 41 shares; 2026Q1: 166 shares; 2026Q2: 143 shares; 2026Q3: 143 shares 143 $38.6K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 30 shares; 2026Q1: 49 shares; 2026Q2: 88 shares; 2026Q3: 80 shares 80 $38K 0.01% -8 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 12 shares; 2026Q2: 212 shares; 2026Q3: 246 shares 246 $37.8K 0.01% +34 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 29 shares; 2026Q1: 68 shares; 2026Q2: 523 shares; 2026Q3: 1,005 shares 1,005 $37.8K 0.01% +482 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 225 shares; 2026Q3: 225 shares 225 $37.6K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 27 shares; 2026Q1: 47 shares; 2026Q2: 47 shares; 2026Q3: 371 shares 371 $37.3K 0.01% +324 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV 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: 253 shares; 2026Q3: 689 shares 689 $37.3K 0.01% +436 Timeline CNA CNA FINL CORP More: the full row for CNA FINL 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: 1,102 shares; 2026Q1: 406 shares; 2026Q2: 383 shares; 2026Q3: 829 shares 829 $37.2K 0.01% +446 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 281 shares; 2026Q1: 2,539 shares; 2026Q2: 349 shares; 2026Q3: 6,094 shares 6,094 $37.1K 0.01% +5,745 Timeline CPRT COPART INC More: the full row for COPART 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: 124 shares; 2026Q2: 1,218 shares; 2026Q3: 1,344 shares 1,344 $36.7K 0.01% +126 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 7 shares; 2026Q1: not reported; 2026Q2: 247 shares; 2026Q3: 279 shares 279 $36.5K 0.01% +32 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101 shares; 2025Q4: 52 shares; 2026Q1: 76 shares; 2026Q2: 492 shares; 2026Q3: 888 shares 888 $36.4K 0.01% +396 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 204 shares; 2026Q3: 435 shares 435 $36.1K 0.01% +231 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 45 shares; 2026Q3: 66 shares 66 $36K 0.01% +21 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 531 shares; 2026Q2: 440 shares; 2026Q3: 437 shares 437 $35.9K 0.01% -3 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 52 shares; 2026Q2: 105 shares; 2026Q3: 175 shares 175 $35.9K 0.01% +70 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 28 shares; 2026Q1: 100 shares; 2026Q2: 132 shares; 2026Q3: 173 shares 173 $35.9K 0.01% +41 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES 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: 6 shares; 2026Q2: 36 shares; 2026Q3: 134 shares 134 $35.8K 0.01% +98 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: 450 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 394 shares; 2026Q1: 394 shares; 2026Q2: 412 shares; 2026Q3: 70 shares 70 $35.6K 0.01% -342 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 894 shares; 2026Q2: 894 shares; 2026Q3: 894 shares 894 $35.6K 0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,873 shares; 2025Q3: 3,890 shares; 2025Q4: 3,905 shares; 2026Q1: 3,915 shares; 2026Q2: 3,929 shares; 2026Q3: 301 shares 301 $35.5K 0.01% -3,628 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 205 shares; 2026Q1: 154 shares; 2026Q2: 1,457 shares; 2026Q3: 6,384 shares 6,384 $35.4K 0.01% +4,927 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 670 shares; 2026Q3: 670 shares 670 $35.4K 0.01% 0 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 40 shares; 2026Q1: 49 shares; 2026Q2: 167 shares; 2026Q3: 266 shares 266 $35.1K 0.01% +99 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares; 2026Q3: 1,117 shares 1,117 $35K 0.01% +1,089 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 26 shares; 2026Q3: 28 shares 28 $34.9K 0.01% +2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117 shares; 2025Q4: 145 shares; 2026Q1: 486 shares; 2026Q2: 233 shares; 2026Q3: 799 shares 799 $34.9K 0.01% +566 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 96 shares; 2026Q3: 123 shares 123 $34.7K 0.01% +27 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 80 shares; 2026Q1: 100 shares; 2026Q2: 249 shares; 2026Q3: 401 shares 401 $34.6K 0.01% +152 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 625 shares; 2025Q1: 629 shares; 2025Q2: 637 shares; 2025Q3: 645 shares; 2025Q4: 656 shares; 2026Q1: 660 shares; 2026Q2: 667 shares; 2026Q3: 674 shares 674 $34.4K 0.01% +7 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE 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: 1,140 shares 1,140 $34.4K 0.01% new Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 31 shares; 2026Q1: 51 shares; 2026Q2: 127 shares; 2026Q3: 354 shares 354 $34.2K 0.01% +227 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 521 shares; 2025Q1: 523 shares; 2025Q2: 526 shares; 2025Q3: 529 shares; 2025Q4: 536 shares; 2026Q1: 537 shares; 2026Q2: 540 shares; 2026Q3: 544 shares 544 $34.2K 0.01% +4 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: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 46 shares; 2026Q2: 88 shares; 2026Q3: 88 shares 88 $34.1K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 35 shares; 2026Q1: not reported; 2026Q2: 162 shares; 2026Q3: 362 shares 362 $34.1K 0.01% +200 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 38 shares; 2025Q4: 42 shares; 2026Q1: 43 shares; 2026Q2: 212 shares; 2026Q3: 303 shares 303 $33.6K 0.01% +91 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: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 32 shares; 2025Q4: 40 shares; 2026Q1: 41 shares; 2026Q2: 44 shares; 2026Q3: 50 shares 50 $33.6K 0.01% +6 Timeline