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: 307,170 shares; 2025Q1: 356,560 shares; 2025Q2: 418,329 shares; 2025Q3: 450,129 shares; 2025Q4: 456,340 shares; 2026Q1: 492,315 shares; 2026Q2: 501,701 shares; 2026Q3: 532,552 shares 532,552 $38.8M 9.64% +30,851 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106,988 shares; 2025Q1: 138,808 shares; 2025Q2: 174,391 shares; 2025Q3: 198,553 shares; 2025Q4: 205,050 shares; 2026Q1: 236,117 shares; 2026Q2: 241,494 shares; 2026Q3: 193,588 shares 193,588 $15.1M 3.74% -47,906 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: 105,048 shares; 2025Q1: 119,614 shares; 2025Q2: 127,117 shares; 2025Q3: 140,824 shares; 2025Q4: 143,955 shares; 2026Q1: 153,190 shares; 2026Q2: 155,426 shares; 2026Q3: 153,731 shares 153,731 $12.2M 3.02% -1,695 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: 48,483 shares; 2025Q1: 51,418 shares; 2025Q2: 45,789 shares; 2025Q3: 43,890 shares; 2025Q4: 44,173 shares; 2026Q1: 43,406 shares; 2026Q2: 43,659 shares; 2026Q3: 43,227 shares 43,227 $9.87M 2.45% -432 Timeline FENI 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: 244,756 shares; 2025Q1: 257,916 shares; 2025Q2: 259,172 shares; 2025Q3: 262,392 shares; 2025Q4: 255,873 shares; 2026Q1: 250,856 shares; 2026Q2: 248,587 shares; 2026Q3: 247,291 shares 247,291 $9.87M 2.45% -1,296 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: 19,345 shares; 2025Q1: 19,436 shares; 2025Q2: 19,475 shares; 2025Q3: 19,914 shares; 2025Q4: 19,434 shares; 2026Q1: 21,093 shares; 2026Q2: 21,324 shares; 2026Q3: 24,287 shares 24,287 $9.25M 2.3% +2,963 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,086 shares; 2025Q1: 73,283 shares; 2025Q2: 80,802 shares; 2025Q3: 85,943 shares; 2025Q4: 85,234 shares; 2026Q1: 92,428 shares; 2026Q2: 93,521 shares; 2026Q3: 96,777 shares 96,777 $8.87M 2.2% +3,256 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,028 shares; 2025Q1: 82,971 shares; 2025Q2: 91,461 shares; 2025Q3: 97,184 shares; 2025Q4: 96,145 shares; 2026Q1: 102,499 shares; 2026Q2: 104,323 shares; 2026Q3: 109,268 shares 109,268 $8.56M 2.13% +4,945 Timeline SJNK 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: 211,576 shares; 2025Q1: 252,110 shares; 2025Q2: 280,784 shares; 2025Q3: 299,375 shares; 2025Q4: 296,984 shares; 2026Q1: 326,417 shares; 2026Q2: 331,875 shares; 2026Q3: 347,961 shares 347,961 $8.44M 2.1% +16,086 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: 12,451 shares; 2025Q1: 13,136 shares; 2025Q2: 13,201 shares; 2025Q3: 12,990 shares; 2025Q4: 13,750 shares; 2026Q1: 14,827 shares; 2026Q2: 14,544 shares; 2026Q3: 13,999 shares 13,999 $7.18M 1.78% -545 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 68,117 shares 68,117 $6.96M 1.73% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 64,536 shares 64,536 $6.9M 1.72% new 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: 12,524 shares; 2025Q1: 20,386 shares; 2025Q2: 21,132 shares; 2025Q3: 21,538 shares; 2025Q4: 43,265 shares; 2026Q1: 40,703 shares; 2026Q2: 40,142 shares; 2026Q3: 34,721 shares 34,721 $6.8M 1.69% -5,421 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,129 shares; 2025Q1: 14,068 shares; 2025Q2: 35,210 shares; 2025Q3: 41,894 shares; 2025Q4: 50,947 shares; 2026Q1: 51,717 shares; 2026Q2: 55,480 shares; 2026Q3: 54,387 shares 54,387 $6.69M 1.66% -1,093 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,340 shares; 2025Q1: 23,498 shares; 2025Q2: 59,458 shares; 2025Q3: 76,148 shares; 2025Q4: 93,105 shares; 2026Q1: 93,697 shares; 2026Q2: 101,806 shares; 2026Q3: 103,222 shares 103,222 $6.31M 1.57% +1,416 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 60,306 shares 60,306 $6.3M 1.57% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 69,111 shares 69,111 $6.12M 1.52% new 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: 34,170 shares; 2025Q1: 38,731 shares; 2025Q2: 43,154 shares; 2025Q3: 45,053 shares; 2025Q4: 46,437 shares; 2026Q1: 56,580 shares; 2026Q2: 57,438 shares; 2026Q3: 25,912 shares 25,912 $5.99M 1.49% -31,526 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,473 shares; 2025Q1: 26,069 shares; 2025Q2: 28,772 shares; 2025Q3: 30,278 shares; 2025Q4: 30,498 shares; 2026Q1: 38,458 shares; 2026Q2: 38,990 shares; 2026Q3: 16,533 shares 16,533 $5.58M 1.39% -22,457 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,673 shares; 2025Q1: 40,851 shares; 2025Q2: 41,166 shares; 2025Q3: 41,398 shares; 2025Q4: 130,596 shares; 2026Q1: 127,610 shares; 2026Q2: 127,761 shares; 2026Q3: 137,756 shares 137,756 $5.43M 1.35% +9,995 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: 20,150 shares; 2025Q1: 19,479 shares; 2025Q2: 19,506 shares; 2025Q3: 18,855 shares; 2025Q4: 18,285 shares; 2026Q1: 17,564 shares; 2026Q2: 17,021 shares; 2026Q3: 16,203 shares 16,203 $5.36M 1.33% -818 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: 20,926 shares; 2025Q1: 20,959 shares; 2025Q2: 18,108 shares; 2025Q3: 17,458 shares; 2025Q4: 16,458 shares; 2026Q1: 14,904 shares; 2026Q2: 14,212 shares; 2026Q3: 14,838 shares 14,838 $5.21M 1.3% +626 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: 16,682 shares; 2025Q1: 16,622 shares; 2025Q2: 16,249 shares; 2025Q3: 17,138 shares; 2025Q4: 16,310 shares; 2026Q1: 16,424 shares; 2026Q2: 16,585 shares; 2026Q3: 15,578 shares 15,578 $5.19M 1.29% -1,007 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: 20,322 shares; 2025Q1: 20,507 shares; 2025Q2: 20,677 shares; 2025Q3: 19,746 shares; 2025Q4: 18,878 shares; 2026Q1: 15,716 shares; 2026Q2: 15,667 shares; 2026Q3: 14,891 shares 14,891 $5.12M 1.27% -776 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 259,261 shares 259,261 $5.08M 1.26% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,801 shares; 2025Q1: 12,372 shares; 2025Q2: 40,339 shares; 2025Q3: 53,600 shares; 2025Q4: 64,123 shares; 2026Q1: 82,235 shares; 2026Q2: 91,436 shares; 2026Q3: 98,259 shares 98,259 $5.02M 1.25% +6,823 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: 22,133 shares; 2025Q1: 22,120 shares; 2025Q2: 21,994 shares; 2025Q3: 22,115 shares; 2025Q4: 21,896 shares; 2026Q1: 19,495 shares; 2026Q2: 19,075 shares; 2026Q3: 18,747 shares 18,747 $4.96M 1.23% -328 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: 39,099 shares; 2025Q1: 44,904 shares; 2025Q2: 50,079 shares; 2025Q3: 53,091 shares; 2025Q4: 54,855 shares; 2026Q1: 58,505 shares; 2026Q2: 59,325 shares; 2026Q3: 25,301 shares 25,301 $4.95M 1.23% -34,024 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: 53,089 shares; 2025Q1: 49,648 shares; 2025Q2: 48,654 shares; 2025Q3: 51,013 shares; 2025Q4: 50,501 shares; 2026Q1: 43,129 shares; 2026Q2: 43,110 shares; 2026Q3: 46,765 shares 46,765 $4.86M 1.21% +3,655 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: 24,771 shares; 2025Q1: 24,892 shares; 2025Q2: 24,719 shares; 2025Q3: 25,229 shares; 2025Q4: 24,770 shares; 2026Q1: 23,281 shares; 2026Q2: 23,175 shares; 2026Q3: 22,848 shares 22,848 $4.67M 1.16% -327 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,054 shares; 2025Q1: 50,854 shares; 2025Q2: 50,806 shares; 2025Q3: 56,570 shares; 2025Q4: 56,547 shares; 2026Q1: 55,547 shares; 2026Q2: 55,815 shares; 2026Q3: 57,741 shares 57,741 $4.65M 1.16% +1,926 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: 19,002 shares; 2025Q1: 19,245 shares; 2025Q2: 18,653 shares; 2025Q3: 19,443 shares; 2025Q4: 19,250 shares; 2026Q1: 17,915 shares; 2026Q2: 18,383 shares; 2026Q3: 17,789 shares 17,789 $4.65M 1.16% -594 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: 24,187 shares; 2025Q1: 25,443 shares; 2025Q2: 25,692 shares; 2025Q3: 26,294 shares; 2025Q4: 25,971 shares; 2026Q1: 28,748 shares; 2026Q2: 28,441 shares; 2026Q3: 15,810 shares 15,810 $4.62M 1.15% -12,631 Timeline FRAF FRANKLIN FINL SVCS CORP More: the full row for FRANKLIN FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34 shares; 2025Q1: 34,084 shares; 2025Q2: 1,081 shares; 2025Q3: 26,742 shares; 2025Q4: 19,713 shares; 2026Q1: 1,134 shares; 2026Q2: 3,075 shares; 2026Q3: 72,811 shares 72,811 $4.5M 1.12% +69,736 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: 37,335 shares; 2025Q1: 44,003 shares; 2025Q2: 48,365 shares; 2025Q3: 51,185 shares; 2025Q4: 50,873 shares; 2026Q1: 54,084 shares; 2026Q2: 55,207 shares; 2026Q3: 57,582 shares 57,582 $4.45M 1.11% +2,375 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: 12,465 shares; 2025Q1: 11,985 shares; 2025Q2: 11,940 shares; 2025Q3: 12,467 shares; 2025Q4: 12,355 shares; 2026Q1: 12,606 shares; 2026Q2: 12,562 shares; 2026Q3: 11,979 shares 11,979 $4.3M 1.07% -583 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,728 shares; 2025Q1: 34,193 shares; 2025Q2: 37,842 shares; 2025Q3: 40,240 shares; 2025Q4: 39,960 shares; 2026Q1: 43,097 shares; 2026Q2: 43,935 shares; 2026Q3: 46,667 shares 46,667 $4.17M 1.04% +2,732 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,871 shares; 2025Q1: 33,378 shares; 2025Q2: 34,345 shares; 2025Q3: 36,162 shares; 2025Q4: 35,766 shares; 2026Q1: 34,895 shares; 2026Q2: 34,766 shares; 2026Q3: 37,465 shares 37,465 $4.16M 1.03% +2,699 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: 77,768 shares; 2025Q1: 79,041 shares; 2025Q2: 78,680 shares; 2025Q3: 79,722 shares; 2025Q4: 78,886 shares; 2026Q1: 76,954 shares; 2026Q2: 76,279 shares; 2026Q3: 73,161 shares 73,161 $3.91M 0.97% -3,118 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,729 shares; 2025Q1: 4,268 shares; 2025Q2: 8,698 shares; 2025Q3: 14,508 shares; 2025Q4: 17,947 shares; 2026Q1: 26,133 shares; 2026Q2: 28,633 shares; 2026Q3: 30,086 shares 30,086 $3.6M 0.9% +1,453 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: 23,555 shares; 2025Q1: 23,640 shares; 2025Q2: 23,800 shares; 2025Q3: 22,903 shares; 2025Q4: 22,287 shares; 2026Q1: 19,465 shares; 2026Q2: 19,395 shares; 2026Q3: 19,379 shares 19,379 $3.6M 0.89% -16 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: 15,441 shares; 2025Q1: 15,716 shares; 2025Q2: 15,914 shares; 2025Q3: 16,052 shares; 2025Q4: 15,732 shares; 2026Q1: 15,656 shares; 2026Q2: 15,573 shares; 2026Q3: 14,433 shares 14,433 $3.6M 0.89% -1,140 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: 14,527 shares; 2025Q1: 18,266 shares; 2025Q2: 19,003 shares; 2025Q3: 21,768 shares; 2025Q4: 21,768 shares; 2026Q1: 20,695 shares; 2026Q2: 20,932 shares; 2026Q3: 20,253 shares 20,253 $3.41M 0.85% -679 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,485 shares; 2025Q1: 17,890 shares; 2025Q2: 18,145 shares; 2025Q3: 17,619 shares; 2025Q4: 17,417 shares; 2026Q1: 22,713 shares; 2026Q2: 22,575 shares; 2026Q3: 24,448 shares 24,448 $3.36M 0.83% +1,873 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,882 shares; 2025Q1: 30,934 shares; 2025Q2: 30,317 shares; 2025Q3: 31,196 shares; 2025Q4: 61,587 shares; 2026Q1: 54,116 shares; 2026Q2: 54,618 shares; 2026Q3: 52,073 shares 52,073 $3.2M 0.8% -2,545 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: 22,934 shares; 2025Q1: 23,987 shares; 2025Q2: 22,836 shares; 2025Q3: 22,147 shares; 2025Q4: 22,081 shares; 2026Q1: 18,851 shares; 2026Q2: 18,950 shares; 2026Q3: 18,968 shares 18,968 $3.17M 0.79% +18 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: 27 shares; 2025Q1: 3,264 shares; 2025Q2: 3,743 shares; 2025Q3: 3,815 shares; 2025Q4: 3,939 shares; 2026Q1: 3,773 shares; 2026Q2: 3,781 shares; 2026Q3: 3,449 shares 3,449 $3.1M 0.77% -332 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,590 shares; 2025Q1: 71,809 shares; 2025Q2: 70,905 shares; 2025Q3: 76,151 shares; 2025Q4: 75,302 shares; 2026Q1: 74,849 shares; 2026Q2: 75,289 shares; 2026Q3: 75,879 shares 75,879 $3.1M 0.77% +590 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,747 shares; 2025Q1: 10,548 shares; 2025Q2: 10,431 shares; 2025Q3: 10,730 shares; 2025Q4: 10,436 shares; 2026Q1: 9,220 shares; 2026Q2: 9,240 shares; 2026Q3: 8,570 shares 8,570 $3.06M 0.76% -670 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,790 shares; 2025Q1: 15,320 shares; 2025Q2: 15,416 shares; 2025Q3: 16,058 shares; 2025Q4: 15,895 shares; 2026Q1: 15,616 shares; 2026Q2: 15,647 shares; 2026Q3: 22,728 shares 22,728 $3.05M 0.76% +7,081 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: 1,440 shares; 2025Q1: 8,870 shares; 2025Q2: 10,112 shares; 2025Q3: 11,825 shares; 2025Q4: 11,889 shares; 2026Q1: 12,509 shares; 2026Q2: 11,819 shares; 2026Q3: 13,780 shares 13,780 $3.03M 0.75% +1,961 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: 35,445 shares; 2025Q1: 35,822 shares; 2025Q2: 44,118 shares; 2025Q3: 44,870 shares; 2025Q4: 44,770 shares; 2026Q1: 49,298 shares; 2026Q2: 51,240 shares; 2026Q3: 52,724 shares 52,724 $2.96M 0.74% +1,484 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,467 shares; 2025Q1: 32,034 shares; 2025Q2: 40,063 shares; 2025Q3: 38,664 shares; 2025Q4: 38,406 shares; 2026Q1: 50,505 shares; 2026Q2: 51,966 shares; 2026Q3: 53,381 shares 53,381 $2.88M 0.72% +1,415 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 711 shares; 2025Q1: 333 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,878 shares; 2026Q2: 33,703 shares; 2026Q3: 33,959 shares 33,959 $2.76M 0.69% +256 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: 2,547 shares; 2025Q1: 2,647 shares; 2025Q2: 2,717 shares; 2025Q3: 3,015 shares; 2025Q4: 2,998 shares; 2026Q1: 2,898 shares; 2026Q2: 2,830 shares; 2026Q3: 2,971 shares 2,971 $2.71M 0.67% +141 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: 27,209 shares; 2025Q1: 28,623 shares; 2025Q2: 29,066 shares; 2025Q3: 32,213 shares; 2025Q4: 29,950 shares; 2026Q1: 32,425 shares; 2026Q2: 31,815 shares; 2026Q3: 27,384 shares 27,384 $2.58M 0.64% -4,431 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: 22,072 shares; 2025Q1: 25,082 shares; 2025Q2: 25,863 shares; 2025Q3: 28,793 shares; 2025Q4: 28,332 shares; 2026Q1: 27,399 shares; 2026Q2: 27,026 shares; 2026Q3: 29,354 shares 29,354 $2.43M 0.6% +2,328 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: 15,535 shares; 2025Q1: 15,511 shares; 2025Q2: 19,851 shares; 2025Q3: 17,723 shares; 2025Q4: 17,373 shares; 2026Q1: 22,700 shares; 2026Q2: 23,499 shares; 2026Q3: 23,025 shares 23,025 $2.39M 0.59% -474 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,121 shares; 2025Q1: 11,334 shares; 2025Q2: 11,120 shares; 2025Q3: 10,912 shares; 2025Q4: 21,893 shares; 2026Q1: 21,238 shares; 2026Q2: 21,423 shares; 2026Q3: 21,776 shares 21,776 $2.37M 0.59% +353 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: 14,078 shares 14,078 $2.29M 0.57% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,379 shares; 2025Q1: 18,927 shares; 2025Q2: 21,178 shares; 2025Q3: 22,493 shares; 2025Q4: 45,004 shares; 2026Q1: 45,210 shares; 2026Q2: 45,960 shares; 2026Q3: 45,904 shares 45,904 $2.24M 0.56% -56 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: 3,342 shares; 2025Q1: 1,982 shares; 2025Q2: 1,831 shares; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares; 2026Q1: 842 shares; 2026Q2: 842 shares; 2026Q3: 13,272 shares 13,272 $2.21M 0.55% +12,430 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,002 shares; 2025Q1: 15,336 shares; 2025Q2: 19,582 shares; 2025Q3: 18,107 shares; 2025Q4: 18,107 shares; 2026Q1: 31,685 shares; 2026Q2: 32,753 shares; 2026Q3: 34,554 shares 34,554 $2.18M 0.54% +1,801 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: 7,444 shares; 2025Q1: 7,529 shares; 2025Q2: 7,061 shares; 2025Q3: 6,842 shares; 2025Q4: 6,842 shares; 2026Q1: 5,150 shares; 2026Q2: 5,047 shares; 2026Q3: 5,025 shares 5,025 $2.16M 0.54% -22 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: 4,575 shares; 2025Q1: 4,575 shares; 2025Q2: 4,555 shares; 2025Q3: 4,555 shares; 2025Q4: 4,540 shares; 2026Q1: 4,540 shares; 2026Q2: 3,970 shares; 2026Q3: 3,971 shares 3,971 $2.03M 0.5% +1 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: 7,684 shares; 2025Q1: 7,846 shares; 2025Q2: 7,011 shares; 2025Q3: 6,392 shares; 2025Q4: 6,333 shares; 2026Q1: 5,783 shares; 2026Q2: 5,897 shares; 2026Q3: 4,827 shares 4,827 $1.87M 0.47% -1,070 Timeline XTL 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: 12,124 shares; 2025Q1: 11,498 shares; 2025Q2: 10,994 shares; 2025Q3: 10,524 shares; 2025Q4: 10,524 shares; 2026Q1: 9,339 shares; 2026Q2: 9,459 shares; 2026Q3: 9,197 shares 9,197 $1.87M 0.46% -262 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,200 shares; 2025Q1: 12,608 shares; 2025Q2: 12,995 shares; 2025Q3: 12,358 shares; 2025Q4: 12,253 shares; 2026Q1: 10,308 shares; 2026Q2: 8,540 shares; 2026Q3: 7,890 shares 7,890 $1.84M 0.46% -650 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: 20,121 shares; 2025Q1: 21,668 shares; 2025Q2: 20,980 shares; 2025Q3: 21,565 shares; 2025Q4: 21,267 shares; 2026Q1: 9,435 shares; 2026Q2: 9,433 shares; 2026Q3: 8,862 shares 8,862 $1.63M 0.41% -571 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,615 shares; 2025Q1: 52,187 shares; 2025Q2: 49,914 shares; 2025Q3: 49,609 shares; 2025Q4: 49,609 shares; 2026Q1: 48,231 shares; 2026Q2: 48,756 shares; 2026Q3: 49,585 shares 49,585 $1.63M 0.41% +829 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: 72 shares; 2025Q1: 272 shares; 2025Q2: 2,172 shares; 2025Q3: 1,972 shares; 2025Q4: 1,922 shares; 2026Q1: 2,422 shares; 2026Q2: 2,422 shares; 2026Q3: 2,659 shares 2,659 $1.63M 0.4% +237 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: 15,824 shares; 2025Q1: 15,624 shares; 2025Q2: 14,988 shares; 2025Q3: 14,208 shares; 2025Q4: 14,080 shares; 2026Q1: 10,606 shares; 2026Q2: 10,603 shares; 2026Q3: 10,288 shares 10,288 $1.53M 0.38% -315 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: 1,279 shares; 2025Q1: 1,383 shares; 2025Q2: 1,331 shares; 2025Q3: 1,284 shares; 2025Q4: 1,310 shares; 2026Q1: 1,227 shares; 2026Q2: 1,253 shares; 2026Q3: 1,265 shares 1,265 $1.34M 0.33% +12 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: 15,071 shares; 2025Q1: 14,843 shares; 2025Q2: 15,122 shares; 2025Q3: 14,829 shares; 2025Q4: 14,829 shares; 2026Q1: 15,476 shares; 2026Q2: 15,460 shares; 2026Q3: 16,311 shares 16,311 $1.24M 0.31% +851 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: 10,936 shares; 2025Q1: 10,404 shares; 2025Q2: 10,164 shares; 2025Q3: 10,184 shares; 2025Q4: 9,920 shares; 2026Q1: 10,285 shares; 2026Q2: 10,171 shares; 2026Q3: 8,262 shares 8,262 $1.2M 0.3% -1,909 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: 4,533 shares; 2025Q1: 4,172 shares; 2025Q2: 4,035 shares; 2025Q3: 3,967 shares; 2025Q4: 3,623 shares; 2026Q1: 3,901 shares; 2026Q2: 3,999 shares; 2026Q3: 3,994 shares 3,994 $1.11M 0.28% -5 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: 732 shares; 2025Q1: 1,577 shares; 2025Q2: 6,006 shares; 2025Q3: 7,646 shares; 2025Q4: 9,179 shares; 2026Q1: 11,824 shares; 2026Q2: 13,156 shares; 2026Q3: 14,172 shares 14,172 $1.09M 0.27% +1,016 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: 3,340 shares; 2025Q1: 2,685 shares; 2025Q2: 3,346 shares; 2025Q3: 3,290 shares; 2025Q4: 2,437 shares; 2026Q1: 1,683 shares; 2026Q2: 1,540 shares; 2026Q3: 1,315 shares 1,315 $1M 0.25% -225 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,540 shares; 2025Q1: 14,622 shares; 2025Q2: 14,331 shares; 2025Q3: 13,823 shares; 2025Q4: 13,823 shares; 2026Q1: 12,282 shares; 2026Q2: 12,630 shares; 2026Q3: 13,598 shares 13,598 $916K 0.23% +968 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: 1,246 shares; 2025Q1: 1,228 shares; 2025Q2: 1,548 shares; 2025Q3: 1,548 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares; 2026Q2: 4,192 shares; 2026Q3: 11,608 shares 11,608 $910K 0.23% +7,416 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: 11,228 shares; 2025Q1: 11,634 shares; 2025Q2: 11,228 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,500 shares; 2026Q2: 10,220 shares; 2026Q3: 10,300 shares 10,300 $887K 0.22% +80 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: 250 shares; 2026Q3: 13,267 shares 13,267 $813K 0.2% +13,017 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: 2,106 shares; 2025Q1: 1,621 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares; 2026Q2: 6,484 shares; 2026Q3: 5,504 shares 5,504 $689K 0.17% -980 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: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 2,448 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares; 2026Q1: 253 shares; 2026Q2: 253 shares; 2026Q3: 6,951 shares 6,951 $657K 0.16% +6,698 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,692 shares; 2025Q1: 1,692 shares; 2025Q2: 1,692 shares; 2025Q3: 1,692 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares; 2026Q2: 1,493 shares; 2026Q3: 1,493 shares 1,493 $590K 0.15% 0 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: 5,448 shares; 2025Q1: 5,170 shares; 2025Q2: 5,120 shares; 2025Q3: 5,120 shares; 2025Q4: 4,600 shares; 2026Q1: 4,190 shares; 2026Q2: 3,988 shares; 2026Q3: 4,043 shares 4,043 $587K 0.15% +55 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: 745 shares; 2025Q1: 760 shares; 2025Q2: 737 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 765 shares; 2026Q3: 785 shares 785 $569K 0.14% +20 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,758 shares; 2025Q1: 2,891 shares; 2025Q2: 2,714 shares; 2025Q3: 2,484 shares; 2025Q4: 2,314 shares; 2026Q1: 2,117 shares; 2026Q2: 1,984 shares; 2026Q3: 1,984 shares 1,984 $507K 0.13% 0 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: 6,396 shares; 2025Q1: 4,696 shares; 2025Q2: 4,696 shares; 2025Q3: 4,696 shares; 2025Q4: 4,696 shares; 2026Q1: 4,696 shares; 2026Q2: 4,186 shares; 2026Q3: 4,186 shares 4,186 $447K 0.11% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares; 2026Q3: 1,350 shares 1,350 $417K 0.1% 0 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: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares; 2026Q2: 419 shares; 2026Q3: 4,275 shares 4,275 $414K 0.1% +3,856 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: 4,067 shares; 2025Q1: 4,386 shares; 2025Q2: 3,932 shares; 2025Q3: 3,932 shares; 2025Q4: 3,932 shares; 2026Q1: 3,932 shares; 2026Q2: 4,204 shares; 2026Q3: 4,167 shares 4,167 $412K 0.1% -37 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: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $407K 0.1% 0 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: 21,772 shares; 2025Q1: 8,122 shares; 2025Q2: 5,800 shares; 2025Q3: 5,295 shares; 2025Q4: 3,910 shares; 2026Q1: 3,507 shares; 2026Q2: 3,152 shares; 2026Q3: 3,162 shares 3,162 $401K 0.1% +10 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: 1,151 shares; 2025Q1: 1,093 shares; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 886 shares; 2026Q1: 886 shares; 2026Q2: 886 shares; 2026Q3: 1,391 shares 1,391 $396K 0.1% +505 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,510 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,477 shares; 2026Q2: 1,439 shares; 2026Q3: 1,504 shares 1,504 $382K 0.09% +65 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: 2,850 shares; 2025Q1: 3,020 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,365 shares; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares; 2026Q3: 1,973 shares 1,973 $376K 0.09% +23 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: 3,347 shares; 2025Q1: 3,347 shares; 2025Q2: 3,247 shares; 2025Q3: 3,247 shares; 2025Q4: 3,247 shares; 2026Q1: 3,247 shares; 2026Q2: 3,247 shares; 2026Q3: 3,247 shares 3,247 $372K 0.09% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,095 shares; 2025Q1: 1,990 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares; 2026Q1: 1,968 shares; 2026Q2: 1,818 shares; 2026Q3: 1,818 shares 1,818 $371K 0.09% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 591 shares; 2025Q1: 388 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 338 shares; 2026Q1: 346 shares; 2026Q2: 346 shares; 2026Q3: 317 shares 317 $367K 0.09% -29 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: 6,235 shares; 2025Q1: 5,966 shares; 2025Q2: 6,897 shares; 2025Q3: 6,796 shares; 2025Q4: 7,028 shares; 2026Q1: 8,886 shares; 2026Q2: 9,234 shares; 2026Q3: 4,184 shares 4,184 $361K 0.09% -5,050 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares; 2026Q2: 281 shares; 2026Q3: 2,474 shares 2,474 $359K 0.09% +2,193 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: 939 shares; 2025Q1: 964 shares; 2025Q2: 939 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 1,047 shares; 2026Q2: 995 shares; 2026Q3: 995 shares 995 $339K 0.08% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,067 shares; 2025Q1: 5,753 shares; 2025Q2: 11,788 shares; 2025Q3: 13,316 shares; 2025Q4: 16,244 shares; 2026Q1: 21,236 shares; 2026Q2: 23,212 shares; 2026Q3: 2,410 shares 2,410 $332K 0.08% -20,802 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: 3,965 shares; 2025Q1: 4,030 shares; 2025Q2: 3,965 shares; 2025Q3: 3,965 shares; 2025Q4: 3,965 shares; 2026Q1: 2,265 shares; 2026Q2: 2,265 shares; 2026Q3: 2,265 shares 2,265 $328K 0.08% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,493 shares 3,493 $317K 0.08% 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: 2,064 shares; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,664 shares; 2025Q4: 1,664 shares; 2026Q1: 1,664 shares; 2026Q2: 1,664 shares; 2026Q3: 1,280 shares 1,280 $317K 0.08% -384 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,000 shares 3,000 $302K 0.08% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares; 2026Q3: 1,558 shares 1,558 $273K 0.07% +8 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,502 shares; 2025Q1: 2,502 shares; 2025Q2: 2,505 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares; 2026Q1: 2,505 shares; 2026Q2: 2,305 shares; 2026Q3: 2,305 shares 2,305 $262K 0.07% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $258K 0.06% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $255K 0.06% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 611 shares; 2025Q1: 617 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 483 shares; 2026Q2: 483 shares; 2026Q3: 498 shares 498 $254K 0.06% +15 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,244 shares; 2025Q1: 2,135 shares; 2025Q2: 2,094 shares; 2025Q3: 2,094 shares; 2025Q4: 2,094 shares; 2026Q1: 1,986 shares; 2026Q2: 1,955 shares; 2026Q3: 1,955 shares 1,955 $245K 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: 2,264 shares; 2025Q1: 2,264 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 2,164 shares; 2026Q1: 2,117 shares; 2026Q2: 2,117 shares; 2026Q3: 2,117 shares 2,117 $241K 0.06% 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: 4,157 shares; 2025Q1: 1,008 shares; 2025Q2: 923 shares; 2025Q3: 828 shares; 2025Q4: 725 shares; 2026Q1: 604 shares; 2026Q2: 604 shares; 2026Q3: 612 shares 612 $238K 0.06% +8 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: 1,972 shares; 2025Q1: 1,972 shares; 2025Q2: 1,972 shares; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares; 2026Q1: 2,012 shares; 2026Q2: 1,612 shares; 2026Q3: 1,657 shares 1,657 $225K 0.06% +45 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: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares; 2026Q3: 6,273 shares 6,273 $224K 0.06% +6,004 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: 3,400 shares; 2025Q1: 3,550 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares; 2026Q3: 3,250 shares 3,250 $219K 0.05% 0 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: 1,544 shares; 2025Q1: 1,544 shares; 2025Q2: 1,544 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 1,152 shares; 2026Q2: 1,152 shares; 2026Q3: 1,167 shares 1,167 $215K 0.05% +15 Timeline IUSB 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: 4,799 shares 4,799 $212K 0.05% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 688 shares; 2026Q2: 688 shares; 2026Q3: 688 shares 688 $209K 0.05% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,192 shares; 2025Q1: 2,192 shares; 2025Q2: 2,192 shares; 2025Q3: 2,192 shares; 2025Q4: 2,192 shares; 2026Q1: 2,192 shares; 2026Q2: 2,140 shares; 2026Q3: 2,140 shares 2,140 $209K 0.05% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $207K 0.05% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,196 shares; 2025Q1: 5,196 shares; 2025Q2: 5,196 shares; 2025Q3: 5,196 shares; 2025Q4: 5,196 shares; 2026Q1: 5,126 shares; 2026Q2: 5,011 shares; 2026Q3: 5,011 shares 5,011 $202K 0.05% 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: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $202K 0.05% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 472 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares; 2026Q3: 848 shares 848 $198K 0.05% +793 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: 75 shares; 2025Q1: 75 shares; 2025Q2: 275 shares; 2025Q3: 314 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 264 shares; 2026Q3: 264 shares 264 $195K 0.05% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares; 2026Q3: 3,100 shares 3,100 $193K 0.05% 0 Timeline ORRF ORRSTOWN FINL SVCS INC More: the full row for ORRSTOWN FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,802 shares; 2025Q1: 6,802 shares; 2025Q2: 7,302 shares; 2025Q3: 5,802 shares; 2025Q4: 4,652 shares; 2026Q1: 4,652 shares; 2026Q2: 5,529 shares; 2026Q3: 4,652 shares 4,652 $189K 0.05% -877 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 207 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,059 shares 4,059 $186K 0.05% new 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: 800 shares; 2025Q1: 810 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 635 shares; 2026Q3: 663 shares 663 $180K 0.04% +28 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: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $178K 0.04% 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: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 3,340 shares; 2025Q3: 3,340 shares; 2025Q4: 3,340 shares; 2026Q1: 3,340 shares; 2026Q2: 3,340 shares; 2026Q3: 3,340 shares 3,340 $165K 0.04% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,545 shares; 2025Q1: 2,545 shares; 2025Q2: 2,545 shares; 2025Q3: 2,545 shares; 2025Q4: 2,545 shares; 2026Q1: 2,545 shares; 2026Q2: 2,070 shares; 2026Q3: 2,070 shares 2,070 $161K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,063 shares; 2025Q1: 3,063 shares; 2025Q2: 3,063 shares; 2025Q3: 3,063 shares; 2025Q4: 3,015 shares; 2026Q1: 2,915 shares; 2026Q2: 2,915 shares; 2026Q3: 2,915 shares 2,915 $160K 0.04% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,268 shares; 2025Q1: 4,988 shares; 2025Q2: 3,968 shares; 2025Q3: 4,068 shares; 2025Q4: 4,068 shares; 2026Q1: 3,968 shares; 2026Q2: 3,468 shares; 2026Q3: 3,468 shares 3,468 $159K 0.04% 0 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: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares; 2026Q2: 233 shares; 2026Q3: 233 shares 233 $156K 0.04% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 52 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $152K 0.04% 0 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: 777 shares; 2025Q1: 777 shares; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares; 2025Q4: 2,097 shares; 2026Q1: 2,097 shares; 2026Q2: 2,097 shares; 2026Q3: 2,097 shares 2,097 $148K 0.04% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $148K 0.04% 0 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP 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: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $146K 0.04% 0 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: 3,799 shares; 2025Q1: 3,799 shares; 2025Q2: 3,752 shares; 2025Q3: 3,752 shares; 2025Q4: 3,752 shares; 2026Q1: 3,752 shares; 2026Q2: 3,752 shares; 2026Q3: 3,752 shares 3,752 $142K 0.04% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 565 shares; 2025Q1: 580 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 295 shares; 2026Q3: 335 shares 335 $141K 0.04% +40 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 193 shares; 2026Q3: 2,844 shares 2,844 $135K 0.03% +2,651 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: 2,882 shares; 2025Q1: 2,882 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 1,749 shares; 2026Q1: 1,719 shares; 2026Q2: 1,019 shares; 2026Q3: 1,219 shares 1,219 $131K 0.03% +200 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,560 shares; 2026Q1: 1,245 shares; 2026Q2: 1,245 shares; 2026Q3: 1,245 shares 1,245 $121K 0.03% 0 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: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 211 shares; 2026Q3: 238 shares 238 $119K 0.03% +27 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $115K 0.03% 0 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,882 shares; 2025Q1: 12,882 shares; 2025Q2: 12,882 shares; 2025Q3: 12,882 shares; 2025Q4: 12,882 shares; 2026Q1: 12,882 shares; 2026Q2: 12,882 shares; 2026Q3: 7,882 shares 7,882 $114K 0.03% -5,000 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: 700 shares; 2026Q3: 750 shares 750 $113K 0.03% +50 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: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 460 shares; 2026Q2: 460 shares; 2026Q3: 483 shares 483 $112K 0.03% +23 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: 1,321 shares; 2025Q1: 1,321 shares; 2025Q2: 1,321 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares; 2026Q2: 1,296 shares; 2026Q3: 1,183 shares 1,183 $111K 0.03% -113 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: 505 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares; 2026Q3: 309 shares 309 $110K 0.03% -16 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: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,210 shares; 2026Q2: 1,210 shares; 2026Q3: 1,320 shares 1,320 $106K 0.03% +110 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: 284 shares; 2025Q1: 284 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares; 2026Q3: 319 shares 319 $106K 0.03% +39 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: 1,492 shares; 2025Q1: 1,792 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 945 shares; 2026Q2: 945 shares; 2026Q3: 1,002 shares 1,002 $105K 0.03% +57 Timeline FSMB 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,253 shares 5,253 $102K 0.03% new 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: 460 shares; 2025Q1: 530 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 298 shares; 2026Q3: 298 shares 298 $98K 0.02% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,277 shares; 2025Q4: 1,277 shares; 2026Q1: 1,277 shares; 2026Q2: 1,125 shares; 2026Q3: 1,125 shares 1,125 $96K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 495 shares; 2026Q3: 503 shares 503 $92K 0.02% +8 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP 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: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $89K 0.02% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 732 shares; 2026Q3: 732 shares 732 $89K 0.02% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,531 shares; 2025Q1: 1,431 shares; 2025Q2: 1,431 shares; 2025Q3: 1,431 shares; 2025Q4: 1,407 shares; 2026Q1: 1,357 shares; 2026Q2: 1,357 shares; 2026Q3: 1,357 shares 1,357 $87K 0.02% 0 Timeline FMB 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,828 shares 1,828 $87K 0.02% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,180 shares; 2025Q1: 2,020 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares; 2026Q3: 1,780 shares 1,780 $86K 0.02% 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: 614 shares; 2025Q1: 614 shares; 2025Q2: 589 shares; 2025Q3: 589 shares; 2025Q4: 589 shares; 2026Q1: 589 shares; 2026Q2: 379 shares; 2026Q3: 384 shares 384 $85K 0.02% +5 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $82K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 514 shares 514 $81K 0.02% +14 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: 633 shares; 2025Q1: 633 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 345 shares; 2026Q2: 345 shares; 2026Q3: 362 shares 362 $80K 0.02% +17 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: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares; 2026Q2: 1,225 shares; 2026Q3: 1,125 shares 1,125 $79K 0.02% -100 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: 1,019 shares; 2025Q1: 1,264 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares; 2026Q2: 1,019 shares; 2026Q3: 1,019 shares 1,019 $78K 0.02% 0 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: 970 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 870 shares; 2026Q2: 870 shares; 2026Q3: 913 shares 913 $78K 0.02% +43 Timeline FMHI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,670 shares 1,670 $75K 0.02% new 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: 503 shares; 2025Q1: 503 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares; 2026Q3: 138 shares 138 $74K 0.02% +35 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: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 132 shares; 2026Q3: 132 shares 132 $73K 0.02% 0 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: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $70K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares; 2026Q3: 138 shares 138 $68K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,200 shares; 2025Q1: 6,335 shares; 2025Q2: 2,455 shares; 2025Q3: 2,158 shares; 2025Q4: 2,158 shares; 2026Q1: 2,158 shares; 2026Q2: 2,092 shares; 2026Q3: 2,092 shares 2,092 $67K 0.02% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,853 shares; 2025Q1: 1,853 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares; 2026Q3: 1,220 shares 1,220 $66K 0.02% +120 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 635 shares; 2025Q1: 423 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 10 shares; 2026Q2: not reported; 2026Q3: 86 shares 86 $66K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,202 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 837 shares; 2025Q4: 837 shares; 2026Q1: 622 shares; 2026Q2: 446 shares; 2026Q3: 446 shares 446 $65K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $60K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares; 2026Q3: 145 shares 145 $60K 0.01% 0 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares; 2026Q3: 4,000 shares 4,000 $59K 0.01% 0 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: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 209 shares; 2026Q3: 209 shares 209 $58K 0.01% 0 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: 115 shares; 2025Q1: 121 shares; 2025Q2: 115 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 155 shares; 2026Q3: 162 shares 162 $57K 0.01% +7 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 693 shares 693 $57K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 341 shares 341 $56K 0.01% +41 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares; 2026Q2: 220 shares; 2026Q3: 247 shares 247 $55K 0.01% +27 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: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 398 shares; 2026Q1: 358 shares; 2026Q2: 358 shares; 2026Q3: 358 shares 358 $54K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 218 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares; 2026Q3: 189 shares 189 $54K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 564 shares; 2026Q2: 564 shares; 2026Q3: 564 shares 564 $54K 0.01% 0 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,879 shares; 2026Q3: 5,879 shares 5,879 $53K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,926 shares; 2025Q1: 477 shares; 2025Q2: 380 shares; 2025Q3: 305 shares; 2025Q4: 210 shares; 2026Q1: 90 shares; 2026Q2: 90 shares; 2026Q3: 105 shares 105 $51K 0.01% +15 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: 183 shares; 2025Q1: 183 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares; 2026Q3: 181 shares 181 $47K 0.01% +6 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $45K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 377 shares; 2026Q3: 377 shares 377 $45K 0.01% 0 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: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares; 2026Q3: 205 shares 205 $44K 0.01% +30 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 625 shares 625 $43K 0.01% +125 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,000 shares 4,000 $41K 0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 580 shares; 2026Q1: 634 shares; 2026Q2: 734 shares; 2026Q3: 734 shares 734 $40K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,740 shares; 2025Q1: 1,530 shares; 2025Q2: 1,230 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 710 shares; 2026Q2: 710 shares; 2026Q3: 801 shares 801 $39K 0.01% +91 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $39K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $39K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 167 shares; 2025Q1: 182 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares; 2026Q3: 96 shares 96 $38K 0.01% +39 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $38K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 115 shares 115 $37K 0.01% +15 Timeline BBAX 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: 592 shares; 2025Q1: 592 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares; 2026Q1: 592 shares; 2026Q2: 592 shares; 2026Q3: 592 shares 592 $37K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 854 shares; 2026Q2: 854 shares; 2026Q3: 854 shares 854 $36K 0.01% 0 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $36K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,437 shares; 2025Q1: 7,437 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares; 2026Q3: 400 shares 400 $34K 0.01% +50 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares; 2026Q3: 36 shares 36 $34K 0.01% +6 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares; 2026Q3: 475 shares 475 $33K 0.01% 0 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares; 2026Q2: 1,132 shares; 2026Q3: 1,132 shares 1,132 $33K 0.01% 0 Timeline JNK 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: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares; 2026Q3: 360 shares 360 $33K 0.01% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 102 shares 102 $33K 0.01% +51 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: 648 shares; 2026Q3: 648 shares 648 $32K 0.01% 0 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: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 1,855 shares; 2025Q4: 1,855 shares; 2026Q1: 1,855 shares; 2026Q2: 255 shares; 2026Q3: 255 shares 255 $31K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares; 2026Q3: 180 shares 180 $31K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240 shares; 2025Q1: 314 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 30 shares; 2026Q3: 75 shares 75 $30K 0.01% +45 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares; 2026Q3: 603 shares 603 $30K 0.01% +128 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 349 shares 349 $30K 0.01% new 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: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares; 2026Q2: 155 shares; 2026Q3: 155 shares 155 $30K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 374 shares; 2025Q4: 374 shares; 2026Q1: 374 shares; 2026Q2: 374 shares; 2026Q3: 374 shares 374 $28K 0.01% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 150 shares 150 $27K 0.01% new 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: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 199 shares 199 $26K 0.01% +49 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,201 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 601 shares; 2026Q1: 601 shares; 2026Q2: 601 shares; 2026Q3: 601 shares 601 $26K 0.01% 0 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares; 2026Q2: 712 shares; 2026Q3: 712 shares 712 $26K 0.01% 0 Timeline SCHY 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: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares; 2026Q2: 822 shares; 2026Q3: 822 shares 822 $26K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares; 2026Q3: 14 shares 14 $25K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares; 2026Q3: 93 shares 93 $25K 0.01% +75 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: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares; 2026Q2: 114 shares; 2026Q3: 114 shares 114 $25K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares; 2026Q3: 87 shares 87 $24K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 125 shares; 2026Q3: 125 shares 125 $23K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,332 shares; 2025Q1: 2,332 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $22K 0.01% 0 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: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 406 shares; 2026Q3: 406 shares 406 $22K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares; 2026Q3: 99 shares 99 $22K 0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,725 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,425 shares; 2026Q2: 2,425 shares; 2026Q3: 2,425 shares 2,425 $22K 0.01% 0 Timeline JGRO 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: 225 shares 225 $22K 0.01% new 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: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 106 shares; 2026Q2: 106 shares; 2026Q3: 106 shares 106 $22K 0.01% 0 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L 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: 899 shares 899 $22K 0.01% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,100 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 875 shares; 2026Q3: 875 shares 875 $21K 0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 90 shares 90 $21K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,310 shares; 2025Q1: 5,314 shares; 2025Q2: 2,688 shares; 2025Q3: 2,209 shares; 2025Q4: 955 shares; 2026Q1: 715 shares; 2026Q2: 675 shares; 2026Q3: 550 shares 550 $21K 0.01% -125 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 250 shares 250 $21K 0.01% new 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $21K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 150 shares 150 $21K 0.01% +125 Timeline JAVA 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: 267 shares 267 $21K 0.01% new Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 267 shares; 2026Q3: 200 shares 200 $21K 0.01% -67 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: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 104 shares; 2026Q2: 104 shares; 2026Q3: 104 shares 104 $20K <0.01% 0 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: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares; 2026Q3: 157 shares 157 $20K <0.01% +96 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: 700 shares; 2025Q1: 700 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $20K <0.01% 0 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: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $20K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $19K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 750 shares; 2025Q1: 400 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $19K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares; 2026Q3: 260 shares 260 $19K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares; 2026Q3: 79 shares 79 $19K <0.01% 0 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: 25 shares; 2025Q1: 25 shares; 2025Q2: 149 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $18K <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares; 2026Q3: 135 shares 135 $18K <0.01% +125 Timeline IDV 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: 400 shares 400 $17K <0.01% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 251 shares; 2026Q3: 251 shares 251 $17K <0.01% 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: 81 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24 shares 24 $16K <0.01% 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: 175 shares; 2025Q1: 175 shares; 2025Q2: 566 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares; 2026Q3: 175 shares 175 $16K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $16K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71 shares; 2025Q1: 91 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares; 2026Q3: 71 shares 71 $16K <0.01% 0 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 450 shares 450 $15K <0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 65 shares 65 $15K <0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 173 shares; 2026Q3: 217 shares 217 $15K <0.01% +44 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 369 shares; 2026Q2: 369 shares; 2026Q3: 369 shares 369 $15K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 200 shares 200 $14K <0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,123 shares; 2025Q1: 2,017 shares; 2025Q2: 781 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 254 shares; 2026Q2: 254 shares; 2026Q3: 210 shares 210 $14K <0.01% -44 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 275 shares; 2026Q3: 275 shares 275 $14K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares; 2026Q3: 360 shares 360 $13K <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 146 shares 146 $13K <0.01% new Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 174 shares 174 $13K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 60 shares; 2026Q2: 103 shares; 2026Q3: 125 shares 125 $13K <0.01% +22 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 208 shares 208 $13K <0.01% new 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: 306 shares; 2025Q1: 306 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $13K <0.01% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 170 shares 170 $13K <0.01% new Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares; 2026Q2: 257 shares; 2026Q3: 257 shares 257 $13K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 45 shares 45 $12K <0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares; 2026Q3: 190 shares 190 $12K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 174 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 56 shares; 2026Q3: 56 shares 56 $12K <0.01% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares; 2026Q3: 190 shares 190 $12K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares; 2026Q3: 37 shares 37 $12K <0.01% +3 Timeline SRE SEMPRA More: the full row for SEMPRA 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: 150 shares 150 $12K <0.01% new 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: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares; 2026Q3: 27 shares 27 $12K <0.01% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 325 shares 325 $12K <0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 45 shares 45 $12K <0.01% new Timeline IBBQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 340 shares 340 $12K <0.01% +140 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 97 shares 97 $11K <0.01% new 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: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 90 shares 90 $11K <0.01% +75 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $11K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 594 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 104 shares; 2026Q3: 228 shares 228 $11K <0.01% +124 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 372 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 207 shares; 2026Q3: 207 shares 207 $11K <0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 275 shares 275 $11K <0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 48 shares 48 $10K <0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $10K <0.01% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33 shares 33 $10K <0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 77 shares; 2026Q3: 77 shares 77 $10K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 160 shares; 2026Q2: 160 shares; 2026Q3: 160 shares 160 $10K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $10K <0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30 shares 30 $10K <0.01% new Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares; 2026Q3: 27 shares 27 $10K <0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares; 2026Q3: 67 shares 67 $9K <0.01% +22 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: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 78 shares 78 $9K <0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15 shares 15 $9K <0.01% new Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 186 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 186 shares; 2026Q3: 186 shares 186 $9K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares; 2026Q3: 116 shares 116 $9K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $9K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 338 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 213 shares; 2026Q3: 213 shares 213 $9K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 28 shares 28 $9K <0.01% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 40 shares; 2026Q3: 40 shares 40 $8K <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: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $8K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30 shares 30 $8K <0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $8K <0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $8K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares; 2026Q2: 517 shares; 2026Q3: 517 shares 517 $8K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27 shares 27 $8K <0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 91 shares; 2026Q3: 91 shares 91 $8K <0.01% 0 Timeline AIA 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: 58 shares 58 $8K <0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $8K <0.01% 0 Timeline HROW HARROW INC More: the full row for HARROW 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: 275 shares 275 $8K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23 shares 23 $7K <0.01% new 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: 28 shares; 2025Q1: 42 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares; 2026Q3: 34 shares 34 $7K <0.01% +6 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: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 167 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $7K <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 170 shares 170 $7K <0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares; 2026Q3: 57 shares 57 $7K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $7K <0.01% 0 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: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares; 2026Q3: 81 shares 81 $7K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares; 2026Q3: 97 shares 97 $7K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $7K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25 shares 25 $7K <0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32 shares; 2026Q2: 32 shares; 2026Q3: 16 shares 16 $7K <0.01% -16 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 124 shares 124 $7K <0.01% new Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 119 shares 119 $7K <0.01% new Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 104 shares 104 $7K <0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 54 shares 54 $6K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 40 shares 40 $6K <0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,747 shares; 2025Q1: 13,144 shares; 2025Q2: 13,446 shares; 2025Q3: 14,374 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 40 shares 40 $6K <0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 215 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $6K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,650 shares; 2025Q1: 1,857 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $6K <0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,969 shares; 2025Q1: 344 shares; 2025Q2: 274 shares; 2025Q3: 228 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: not reported; 2026Q3: 16 shares 16 $6K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares; 2026Q3: 58 shares 58 $6K <0.01% 0 Timeline GRRR GORILLA TECHNOLOGY GROUP INC More: the full row for GORILLA TECHNOLOGY 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: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $6K <0.01% 0 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: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 78 shares 78 $6K <0.01% 0 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 295 shares 295 $6K <0.01% new Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 136 shares; 2026Q2: 136 shares; 2026Q3: 136 shares 136 $6K <0.01% 0 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105 shares; 2026Q3: 105 shares 105 $6K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 38 shares 38 $6K <0.01% new Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $6K <0.01% 0 Timeline TINY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70 shares; 2026Q3: 70 shares 70 $6K <0.01% 0 Timeline MKOR MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA 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: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $6K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 60 shares 60 $5K <0.01% +40 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 47 shares 47 $5K <0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 81 shares 81 $5K <0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 13 shares; 2026Q3: 13 shares 13 $5K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $5K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 235 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 162 shares; 2026Q3: 162 shares 162 $5K <0.01% 0 Timeline ENS ENERSYS More: the full row for ENERSYS 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: 25 shares; 2026Q3: 25 shares 25 $5K <0.01% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS 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: 72 shares 72 $5K <0.01% new Timeline IHY 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: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares; 2026Q3: 240 shares 240 $5K <0.01% 0 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN 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: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares; 2026Q3: 65 shares 65 $5K <0.01% 0 Timeline XRPI VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 646 shares; 2026Q2: 646 shares; 2026Q3: 646 shares 646 $5K <0.01% 0 Timeline SPAM THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 110 shares 110 $5K <0.01% new Timeline BOAT TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 100 shares 100 $5K <0.01% 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: 1,106 shares; 2025Q1: 1,183 shares; 2025Q2: 1,065 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 325 shares; 2026Q2: 100 shares; 2026Q3: 151 shares 151 $4K <0.01% +51 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9 shares 9 $4K <0.01% new Timeline SPDW 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 75 shares 75 $4K <0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84 shares; 2026Q2: 27 shares; 2026Q3: 27 shares 27 $4K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $4K <0.01% 0 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $4K <0.01% 0 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: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $4K <0.01% 0 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 510 shares 510 $4K <0.01% new Timeline SKHY SK HYNIX INC More: the full row for SK HYNIX 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: 20 shares 20 $4K <0.01% new Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $4K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13 shares 13 $3K <0.01% new 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: 39 shares; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $3K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125 shares; 2025Q1: 135 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7 shares 7 $3K <0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $3K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares; 2026Q3: 34 shares 34 $3K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16 shares; 2025Q1: 132 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares; 2026Q3: 116 shares 116 $3K <0.01% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21 shares 21 $3K <0.01% new 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: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $3K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9 shares 9 $3K <0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $3K <0.01% 0 Timeline TPG TPG INC More: the full row for TPG 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: 60 shares 60 $3K <0.01% new Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares; 2026Q3: 40 shares 40 $3K <0.01% 0 Timeline MTRN MATERION CORP More: the full row for MATERION 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: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $3K <0.01% 0 Timeline FTK FLOTEK INDUSTRIES INC More: the full row for FLOTEK INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $3K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2 shares 2 $2K <0.01% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares; 2026Q3: 6 shares 6 $2K <0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3 shares 3 $2K <0.01% new 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: 130 shares; 2025Q1: 130 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2 shares 2 $2K <0.01% new 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: 320 shares; 2025Q1: 320 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: not reported; 2026Q3: 72 shares 72 $2K <0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14 shares 14 $2K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares; 2026Q3: 21 shares 21 $2K <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares; 2026Q3: 64 shares 64 $2K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC 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: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares; 2026Q3: 44 shares 44 $2K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 35 shares 35 $2K <0.01% new 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: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6 shares 6 $2K <0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 58 shares 58 $2K <0.01% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $2K <0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2 shares 2 $2K <0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22 shares 22 $2K <0.01% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 81 shares 81 $2K <0.01% new Timeline FIDU 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: not reported; 2026Q3: 18 shares 18 $2K <0.01% new Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 100 shares 100 $2K <0.01% new 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: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3 shares 3 $1K <0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8 shares 8 $1K <0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: not reported; 2026Q3: 2 shares 2 $1K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $1K <0.01% 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: not reported; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19 shares 19 $1K <0.01% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4 shares 4 $1K <0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2 shares 2 $1K <0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1 shares 1 $1K <0.01% new Timeline FRVO FERVO ENERGY CO More: the full row for FERVO ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $1K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1 shares 1 $1K <0.01% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,305 shares; 2025Q1: 3,080 shares; 2025Q2: 858 shares; 2025Q3: 658 shares; 2025Q4: 455 shares; 2026Q1: 180 shares; 2026Q2: 135 shares; 2026Q3: 135 shares 135 $1K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26 shares 26 $1K <0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 13 shares 13 $1K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $1K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares; 2026Q3: 4 shares 4 $1K <0.01% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 245 shares 245 $1K <0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: 8 shares; 2026Q3: 8 shares 8 $1K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23 shares 23 $1K <0.01% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43 shares; 2025Q1: 93 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares; 2026Q3: 43 shares 43 $1K <0.01% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares; 2026Q3: 8 shares 8 $1K <0.01% 0 Timeline BRCC BRC INC More: the full row for BRC 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: 100 shares 100 $1K <0.01% new Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO 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: 10 shares; 2026Q2: not reported; 2026Q3: 10 shares 10 $0 0% new Value filed as zero, left out of ratios. Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8 shares 8 $0 0% new Value filed as zero, left out of ratios. Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. Timeline METCB RAMACO RES INC More: the full row for RAMACO 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4 shares 4 $0 0% new Value filed as zero, left out of ratios. Timeline CGMS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. Timeline JPLD 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: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 18 shares 18 $0 0% new Value filed as zero, left out of ratios. Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 10 shares 10 $0 0% new Value filed as zero, left out of ratios. Timeline