WTV 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: 545,821 shares; 2026Q3: 531,343 shares 531,343 $54.4M 18.13% -14,478 Timeline GARP 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: 36,380 shares; 2026Q2: 36,380 shares; 2026Q3: 423,820 shares 423,820 $36.1M 12.04% +387,440 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,958 shares; 2025Q1: 5,958 shares; 2025Q2: 2,979 shares; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares; 2026Q1: 2,979 shares; 2026Q2: 2,979 shares; 2026Q3: 1,005,298 shares 1,005,298 $31.6M 10.54% +1,002,319 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: 40,258 shares; 2025Q1: 39,742 shares; 2025Q2: 39,624 shares; 2025Q3: 38,224 shares; 2025Q4: 28,852 shares; 2026Q1: 28,841 shares; 2026Q2: 28,280 shares; 2026Q3: 28,572 shares 28,572 $14.6M 4.87% +292 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: 58,503 shares; 2025Q1: 58,227 shares; 2025Q2: 58,176 shares; 2025Q3: 56,735 shares; 2025Q4: 45,844 shares; 2026Q1: 45,964 shares; 2026Q2: 41,805 shares; 2026Q3: 42,378 shares 42,378 $14.1M 4.7% +573 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: 48,044 shares; 2025Q1: 48,174 shares; 2025Q2: 48,027 shares; 2025Q3: 47,420 shares; 2025Q4: 47,436 shares; 2026Q1: 49,512 shares; 2026Q2: 49,250 shares; 2026Q3: 50,923 shares 50,923 $11.6M 3.87% +1,673 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: 21,175 shares; 2025Q1: 20,767 shares; 2025Q2: 20,679 shares; 2025Q3: 20,623 shares; 2025Q4: 19,188 shares; 2026Q1: 19,459 shares; 2026Q2: 19,784 shares; 2026Q3: 20,642 shares 20,642 $10.6M 3.53% +858 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: 28,983 shares; 2025Q1: 15,768 shares; 2025Q2: 14,367 shares; 2025Q3: 14,330 shares; 2025Q4: 14,134 shares; 2026Q1: 14,069 shares; 2026Q2: 14,295 shares; 2026Q3: 13,920 shares 13,920 $9.35M 3.11% -375 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: 7,970 shares; 2025Q1: 7,959 shares; 2025Q2: 8,155 shares; 2025Q3: 8,128 shares; 2025Q4: 8,359 shares; 2026Q1: 8,545 shares; 2026Q2: 8,690 shares; 2026Q3: 9,460 shares 9,460 $6.86M 2.29% +770 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: 20,167 shares; 2025Q1: 20,139 shares; 2025Q2: 18,189 shares; 2025Q3: 18,110 shares; 2025Q4: 18,241 shares; 2026Q1: 18,397 shares; 2026Q2: 18,694 shares; 2026Q3: 19,903 shares 19,903 $6.85M 2.28% +1,209 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,556 shares; 2025Q1: 4,708 shares; 2025Q2: 5,177 shares; 2025Q3: 5,760 shares; 2025Q4: 8,717 shares; 2026Q1: 9,665 shares; 2026Q2: 10,226 shares; 2026Q3: 12,384 shares 12,384 $4.36M 1.45% +2,158 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: 12,705 shares; 2025Q1: 12,880 shares; 2025Q2: 12,907 shares; 2025Q3: 12,707 shares; 2025Q4: 12,749 shares; 2026Q1: 12,749 shares; 2026Q2: 12,332 shares; 2026Q3: 12,018 shares 12,018 $4.1M 1.36% -314 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,729 shares; 2026Q3: 19,812 shares 19,812 $4.03M 1.34% -2,917 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: 821 shares; 2025Q1: 821 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 4,971 shares; 2026Q2: 4,971 shares; 2026Q3: 4,984 shares 4,984 $3.69M 1.23% +13 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: 11,848 shares; 2025Q1: 11,948 shares; 2025Q2: 12,029 shares; 2025Q3: 11,753 shares; 2025Q4: 11,651 shares; 2026Q1: 12,080 shares; 2026Q2: 12,383 shares; 2026Q3: 14,177 shares 14,177 $3.53M 1.18% +1,794 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: 12,053 shares; 2025Q1: 12,045 shares; 2025Q2: 12,026 shares; 2025Q3: 11,884 shares; 2025Q4: 11,856 shares; 2026Q1: 11,998 shares; 2026Q2: 12,146 shares; 2026Q3: 13,252 shares 13,252 $3.47M 1.15% +1,106 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: 25,745 shares; 2025Q1: 25,576 shares; 2025Q2: 25,576 shares; 2025Q3: 25,007 shares; 2025Q4: 23,252 shares; 2026Q1: 23,565 shares; 2026Q2: 21,426 shares; 2026Q3: 21,120 shares 21,120 $3.07M 1.02% -306 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,052 shares; 2026Q1: 1,359 shares; 2026Q2: 2,638 shares; 2026Q3: 2,852 shares 2,852 $3.04M 1.01% +214 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: 7,080 shares; 2025Q1: 6,730 shares; 2025Q2: 4,179 shares; 2025Q3: 4,168 shares; 2025Q4: 4,291 shares; 2026Q1: 4,572 shares; 2026Q2: 4,449 shares; 2026Q3: 4,723 shares 4,723 $2.89M 0.96% +274 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: 23,428 shares; 2025Q1: 22,749 shares; 2025Q2: 23,834 shares; 2025Q3: 23,886 shares; 2025Q4: 24,448 shares; 2026Q1: 24,949 shares; 2026Q2: 25,066 shares; 2026Q3: 27,364 shares 27,364 $2.84M 0.95% +2,298 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: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 23,216 shares; 2026Q2: 23,216 shares; 2026Q3: 23,216 shares 23,216 $2.73M 0.91% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,357 shares; 2025Q1: 5,267 shares; 2025Q2: 5,257 shares; 2025Q3: 5,089 shares; 2025Q4: 5,437 shares; 2026Q1: 5,860 shares; 2026Q2: 5,971 shares; 2026Q3: 6,916 shares 6,916 $2.43M 0.81% +945 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: 3,270 shares; 2025Q1: 3,296 shares; 2025Q2: 3,287 shares; 2025Q3: 2,845 shares; 2025Q4: 3,245 shares; 2026Q1: 3,490 shares; 2026Q2: 3,661 shares; 2026Q3: 4,469 shares 4,469 $2.23M 0.74% +808 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: 2,785 shares; 2025Q1: 2,785 shares; 2025Q2: 2,785 shares; 2025Q3: 2,785 shares; 2025Q4: 2,785 shares; 2026Q1: 2,785 shares; 2026Q2: 2,785 shares; 2026Q3: 2,775 shares 2,775 $2.13M 0.71% -10 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: 7,360 shares; 2025Q1: 7,230 shares; 2025Q2: 7,605 shares; 2025Q3: 7,632 shares; 2025Q4: 7,438 shares; 2026Q1: 7,937 shares; 2026Q2: 8,066 shares; 2026Q3: 9,899 shares 9,899 $2.02M 0.67% +1,833 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,008 shares; 2025Q1: 6,916 shares; 2025Q2: 7,471 shares; 2025Q3: 8,849 shares; 2025Q4: 18,831 shares; 2026Q1: 17,884 shares; 2026Q2: 18,458 shares; 2026Q3: 21,597 shares 21,597 $1.83M 0.61% +3,139 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,327 shares; 2025Q1: 3,292 shares; 2025Q2: 3,292 shares; 2025Q3: 3,130 shares; 2025Q4: 3,473 shares; 2026Q1: 3,739 shares; 2026Q2: 3,816 shares; 2026Q3: 4,561 shares 4,561 $1.51M 0.5% +745 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: 28,786 shares; 2025Q1: 27,103 shares; 2025Q2: 27,103 shares; 2025Q3: 27,019 shares; 2025Q4: 27,140 shares; 2026Q1: 28,567 shares; 2026Q2: 27,108 shares; 2026Q3: 25,823 shares 25,823 $1.49M 0.5% -1,285 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: 4,880 shares; 2025Q1: 4,865 shares; 2025Q2: 4,865 shares; 2025Q3: 4,939 shares; 2025Q4: 5,545 shares; 2026Q1: 6,001 shares; 2026Q2: 6,163 shares; 2026Q3: 8,033 shares 8,033 $1.49M 0.5% +1,870 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares; 2026Q2: 1,407 shares; 2026Q3: 5,628 shares 5,628 $1.49M 0.5% +4,221 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,684 shares; 2025Q1: 10,684 shares; 2025Q2: 10,661 shares; 2025Q3: 10,331 shares; 2025Q4: 11,539 shares; 2026Q1: 12,630 shares; 2026Q2: 12,966 shares; 2026Q3: 15,609 shares 15,609 $1.43M 0.48% +2,643 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: 4,737 shares; 2025Q1: 4,737 shares; 2025Q2: 4,737 shares; 2025Q3: 4,737 shares; 2025Q4: 7,297 shares; 2026Q1: 7,032 shares; 2026Q2: 7,020 shares; 2026Q3: 7,020 shares 7,020 $1.37M 0.46% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 12 shares; 2025Q3: 97 shares; 2025Q4: 103 shares; 2026Q1: 97 shares; 2026Q2: 548 shares; 2026Q3: 14,318 shares 14,318 $1.29M 0.43% +13,770 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: 1,350 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 1,264 shares; 2026Q3: 1,523 shares 1,523 $1.23M 0.41% +259 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: 1,285 shares; 2025Q1: 1,067 shares; 2025Q2: 1,154 shares; 2025Q3: 1,463 shares; 2025Q4: 3,598 shares; 2026Q1: 3,096 shares; 2026Q2: 13,268 shares; 2026Q3: 15,237 shares 15,237 $1.19M 0.4% +1,969 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: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares; 2025Q3: 1,446 shares; 2025Q4: 2,116 shares; 2026Q1: 2,606 shares; 2026Q2: 3,615 shares; 2026Q3: 4,774 shares 4,774 $1.15M 0.38% +1,159 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: 2,782 shares; 2025Q1: 2,782 shares; 2025Q2: 2,782 shares; 2025Q3: 2,782 shares; 2025Q4: 2,782 shares; 2026Q1: 2,782 shares; 2026Q2: 2,782 shares; 2026Q3: 2,782 shares 2,782 $1.11M 0.37% 0 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: 7,242 shares; 2025Q1: 7,127 shares; 2025Q2: 7,127 shares; 2025Q3: 7,210 shares; 2025Q4: 7,085 shares; 2026Q1: 7,534 shares; 2026Q2: 7,032 shares; 2026Q3: 5,976 shares 5,976 $1.07M 0.36% -1,056 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,853 shares; 2025Q1: 7,753 shares; 2025Q2: 7,753 shares; 2025Q3: 7,529 shares; 2025Q4: 6,853 shares; 2026Q1: 6,803 shares; 2026Q2: 6,503 shares; 2026Q3: 6,303 shares 6,303 $1.07M 0.36% -200 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares; 2025Q4: 2,097 shares; 2026Q1: 2,097 shares; 2026Q2: 2,097 shares; 2026Q3: 32,716 shares 32,716 $1.06M 0.35% +30,619 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: 1,565 shares; 2025Q1: 1,740 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 2,391 shares; 2026Q1: 2,845 shares; 2026Q2: 3,029 shares; 2026Q3: 4,016 shares 4,016 $1.02M 0.34% +987 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: 1,422 shares; 2025Q1: 1,173 shares; 2025Q2: 1,278 shares; 2025Q3: 1,581 shares; 2025Q4: 2,507 shares; 2026Q1: 2,791 shares; 2026Q2: 2,835 shares; 2026Q3: 3,434 shares 3,434 $977K 0.33% +599 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: 7,877 shares; 2025Q1: 7,877 shares; 2025Q2: 7,877 shares; 2025Q3: 8,077 shares; 2025Q4: 7,877 shares; 2026Q1: 7,627 shares; 2026Q2: 7,552 shares; 2026Q3: 7,457 shares 7,457 $897K 0.3% -95 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,242 shares; 2025Q1: 8,242 shares; 2025Q2: 8,242 shares; 2025Q3: 8,242 shares; 2025Q4: 8,242 shares; 2026Q1: 8,242 shares; 2026Q2: 8,242 shares; 2026Q3: 8,242 shares 8,242 $871K 0.29% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,024 shares; 2025Q3: 1,024 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares; 2026Q2: 1,024 shares; 2026Q3: 30,025 shares 30,025 $825K 0.27% +29,001 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,868 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 390 shares; 2025Q4: 21,534 shares; 2026Q1: 390 shares; 2026Q2: 390 shares; 2026Q3: 11,181 shares 11,181 $815K 0.27% +10,791 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: 3,021 shares; 2025Q1: 2,693 shares; 2025Q2: 2,823 shares; 2025Q3: 2,785 shares; 2025Q4: 2,785 shares; 2026Q1: 2,649 shares; 2026Q2: 2,537 shares; 2026Q3: 2,817 shares 2,817 $746K 0.25% +280 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: 4,569 shares; 2025Q1: 1,153 shares; 2025Q2: 1,090 shares; 2025Q3: 1,046 shares; 2025Q4: 2,571 shares; 2026Q1: 1,039 shares; 2026Q2: 1,033 shares; 2026Q3: 1,033 shares 1,033 $724K 0.24% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,079 shares; 2025Q1: 6,529 shares; 2025Q2: 6,529 shares; 2025Q3: 6,429 shares; 2025Q4: 6,429 shares; 2026Q1: 7,625 shares; 2026Q2: 8,163 shares; 2026Q3: 11,790 shares 11,790 $709K 0.24% +3,627 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: 4,178 shares; 2025Q1: 4,178 shares; 2025Q2: 4,201 shares; 2025Q3: 4,419 shares; 2025Q4: 4,461 shares; 2026Q1: 4,419 shares; 2026Q2: 3,053 shares; 2026Q3: 3,053 shares 3,053 $660K 0.22% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,436 shares; 2025Q1: 4,021 shares; 2025Q2: 2,671 shares; 2025Q3: 2,461 shares; 2025Q4: 30,662 shares; 2026Q1: 2,240 shares; 2026Q2: 2,240 shares; 2026Q3: 5,865 shares 5,865 $613K 0.2% +3,625 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 121 shares; 2025Q4: 187 shares; 2026Q1: 121 shares; 2026Q2: 121 shares; 2026Q3: 8,411 shares 8,411 $605K 0.2% +8,290 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,235 shares; 2026Q1: 1,235 shares; 2026Q2: 3,030 shares; 2026Q3: 3,030 shares 3,030 $567K 0.19% 0 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: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares; 2026Q2: 364 shares; 2026Q3: 991 shares 991 $533K 0.18% +627 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: 4,096 shares; 2025Q1: 3,868 shares; 2025Q2: 3,568 shares; 2025Q3: 3,468 shares; 2025Q4: 3,468 shares; 2026Q1: 3,568 shares; 2026Q2: 3,443 shares; 2026Q3: 4,823 shares 4,823 $519K 0.17% +1,380 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: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares; 2026Q3: 2,750 shares 2,750 $506K 0.17% 0 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: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares; 2026Q3: 1,300 shares 1,300 $504K 0.17% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,313 shares; 2025Q1: 3,313 shares; 2025Q2: 2,407 shares; 2025Q3: 2,547 shares; 2025Q4: 2,249 shares; 2026Q1: 2,249 shares; 2026Q2: 2,249 shares; 2026Q3: 8,467 shares 8,467 $502K 0.17% +6,218 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: 1,157 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 937 shares; 2025Q4: 937 shares; 2026Q1: 937 shares; 2026Q2: 937 shares; 2026Q3: 1,167 shares 1,167 $492K 0.16% +230 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: 5,195 shares; 2025Q1: 5,118 shares; 2025Q2: 5,118 shares; 2025Q3: 5,068 shares; 2025Q4: 5,090 shares; 2026Q1: 5,090 shares; 2026Q2: 4,671 shares; 2026Q3: 4,671 shares 4,671 $490K 0.16% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 534 shares; 2026Q3: 534 shares 534 $486K 0.16% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,710 shares; 2025Q2: 11,710 shares; 2025Q3: 11,710 shares; 2025Q4: 11,710 shares; 2026Q1: 23,420 shares; 2026Q2: 11,710 shares; 2026Q3: 11,710 shares 11,710 $481K 0.16% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,228 shares 2,228 $463K 0.15% new 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: 168 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 448 shares; 2026Q3: 441 shares 441 $419K 0.14% -7 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176 shares; 2026Q1: 8,000 shares; 2026Q2: 8,114 shares; 2026Q3: 8,114 shares 8,114 $416K 0.14% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,730 shares; 2025Q2: 3,730 shares; 2025Q3: 3,730 shares; 2025Q4: 3,180 shares; 2026Q1: 3,180 shares; 2026Q2: 3,180 shares; 2026Q3: 3,180 shares 3,180 $413K 0.14% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,204 shares; 2025Q1: 4,204 shares; 2025Q2: 4,204 shares; 2025Q3: 4,204 shares; 2025Q4: 4,204 shares; 2026Q1: 4,204 shares; 2026Q2: 4,204 shares; 2026Q3: 2,854 shares 2,854 $411K 0.14% -1,350 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: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 1,020 shares; 2026Q2: 1,020 shares; 2026Q3: 1,020 shares 1,020 $403K 0.13% 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: 467 shares; 2025Q1: 435 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 625 shares; 2026Q3: 2,097 shares 2,097 $386K 0.13% +1,472 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: 580 shares; 2025Q1: 580 shares; 2025Q2: 567 shares; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 567 shares; 2026Q2: 567 shares; 2026Q3: 567 shares 567 $383K 0.13% 0 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: 4,115 shares; 2026Q2: 6,018 shares; 2026Q3: 22,612 shares 22,612 $371K 0.12% +16,594 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,804 shares; 2025Q1: 22,800 shares; 2025Q2: 22,800 shares; 2025Q3: 22,887 shares; 2025Q4: 22,111 shares; 2026Q1: 15,028 shares; 2026Q2: 11,760 shares; 2026Q3: 4,457 shares 4,457 $362K 0.12% -7,303 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,415 shares; 2025Q1: 2,415 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares; 2026Q2: 2,415 shares; 2026Q3: 2,238 shares 2,238 $353K 0.12% -177 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,168 shares; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares; 2026Q3: 805 shares 805 $350K 0.12% 0 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC 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 $348K 0.12% 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: 263 shares; 2025Q1: 263 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares; 2026Q2: 287 shares; 2026Q3: 287 shares 287 $332K 0.11% 0 Timeline HYMB 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: 13,517 shares 13,517 $317K 0.11% new 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: 5,804 shares; 2025Q1: 5,804 shares; 2025Q2: 5,820 shares; 2025Q3: 5,820 shares; 2025Q4: 5,820 shares; 2026Q1: 5,820 shares; 2026Q2: 5,820 shares; 2026Q3: 5,084 shares 5,084 $311K 0.1% -736 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 305 shares; 2026Q3: 293 shares 293 $310K 0.1% -12 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,491 shares 2,491 $306K 0.1% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78 shares; 2026Q3: 632 shares 632 $306K 0.1% +554 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: 945 shares; 2026Q2: 839 shares; 2026Q3: 695 shares 695 $305K 0.1% -144 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,346 shares 3,346 $300K 0.1% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares; 2026Q2: 1,575 shares; 2026Q3: 1,975 shares 1,975 $287K 0.1% +400 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: 9,129 shares; 2025Q1: 8,868 shares; 2025Q2: 8,868 shares; 2025Q3: 4,388 shares; 2025Q4: 4,388 shares; 2026Q1: 4,388 shares; 2026Q2: 3,787 shares; 2026Q3: 3,787 shares 3,787 $287K 0.1% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares; 2026Q3: 800 shares 800 $285K 0.09% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,078 shares 2,078 $283K 0.09% new 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: 781 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 731 shares; 2026Q1: 731 shares; 2026Q2: 731 shares; 2026Q3: 731 shares 731 $263K 0.09% 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: 3,469 shares; 2025Q1: 3,419 shares; 2025Q2: 3,419 shares; 2025Q3: 3,376 shares; 2025Q4: 3,376 shares; 2026Q1: 3,376 shares; 2026Q2: 3,376 shares; 2026Q3: 3,376 shares 3,376 $262K 0.09% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 2,301 shares; 2026Q1: 2,301 shares; 2026Q2: 2,301 shares; 2026Q3: 2,301 shares 2,301 $259K 0.09% 0 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: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 540 shares; 2026Q3: 540 shares 540 $246K 0.08% 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: 6,570 shares; 2025Q1: 6,393 shares; 2025Q2: 6,335 shares; 2025Q3: 5,307 shares; 2025Q4: 2,950 shares; 2026Q1: 1,646 shares; 2026Q2: 1,342 shares; 2026Q3: 1,342 shares 1,342 $246K 0.08% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 271 shares; 2026Q1: 271 shares; 2026Q2: 271 shares; 2026Q3: 271 shares 271 $244K 0.08% 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: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 1,515 shares; 2025Q4: 1,599 shares; 2026Q1: 1,599 shares; 2026Q2: 1,599 shares; 2026Q3: 1,599 shares 1,599 $237K 0.08% 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: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: 451 shares; 2026Q3: 451 shares 451 $230K 0.08% 0 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: 410 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 384 shares; 2025Q4: 484 shares; 2026Q1: 694 shares; 2026Q2: 516 shares; 2026Q3: 793 shares 793 $226K 0.08% +277 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: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,135 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares; 2026Q2: 1,135 shares; 2026Q3: 1,135 shares 1,135 $217K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 683 shares; 2025Q1: 671 shares; 2025Q2: 671 shares; 2025Q3: 671 shares; 2025Q4: 671 shares; 2026Q1: 641 shares; 2026Q2: 618 shares; 2026Q3: 618 shares 618 $193K 0.06% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,771 shares; 2025Q1: 4,754 shares; 2025Q2: 4,754 shares; 2025Q3: 3,254 shares; 2025Q4: 1,304 shares; 2026Q1: 1,229 shares; 2026Q2: 1,229 shares; 2026Q3: 1,229 shares 1,229 $193K 0.06% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,167 shares; 2025Q1: 6,169 shares; 2025Q2: 6,169 shares; 2025Q3: 6,169 shares; 2025Q4: 6,169 shares; 2026Q1: 1,093 shares; 2026Q2: 1,091 shares; 2026Q3: 3,001 shares 3,001 $190K 0.06% +1,910 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: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 408 shares; 2026Q3: 513 shares 513 $188K 0.06% +105 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,669 shares 3,669 $182K 0.06% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,177 shares; 2025Q1: 2,153 shares; 2025Q2: 2,153 shares; 2025Q3: 1,153 shares; 2025Q4: 1,153 shares; 2026Q1: 1,153 shares; 2026Q2: 1,153 shares; 2026Q3: 1,153 shares 1,153 $179K 0.06% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,960 shares; 2025Q1: 4,960 shares; 2025Q2: 4,960 shares; 2025Q3: 4,960 shares; 2025Q4: 4,960 shares; 2026Q1: 4,960 shares; 2026Q2: 4,960 shares; 2026Q3: 4,960 shares 4,960 $177K 0.06% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 845 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares; 2026Q3: 1,331 shares 1,331 $172K 0.06% +706 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,968 shares; 2025Q1: 2,968 shares; 2025Q2: 2,968 shares; 2025Q3: 2,968 shares; 2025Q4: 2,968 shares; 2026Q1: 2,968 shares; 2026Q2: 2,968 shares; 2026Q3: 2,968 shares 2,968 $172K 0.06% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 173 shares; 2026Q3: 173 shares 173 $168K 0.06% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,497 shares; 2025Q1: 27,197 shares; 2025Q2: 26,397 shares; 2025Q3: 24,670 shares; 2025Q4: 11,585 shares; 2026Q1: 11,585 shares; 2026Q2: 7,880 shares; 2026Q3: 5,595 shares 5,595 $160K 0.05% -2,285 Timeline QYLD 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: 5,717 shares; 2025Q1: 9,717 shares; 2025Q2: 9,717 shares; 2025Q3: 8,251 shares; 2025Q4: 8,251 shares; 2026Q1: 8,251 shares; 2026Q2: 8,251 shares; 2026Q3: 8,251 shares 8,251 $153K 0.05% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 905 shares; 2026Q2: 905 shares; 2026Q3: 905 shares 905 $151K 0.05% 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: 742 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 792 shares; 2026Q1: 792 shares; 2026Q2: 792 shares; 2026Q3: 792 shares 792 $147K 0.05% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 2,935 shares; 2026Q3: 4,071 shares 4,071 $146K 0.05% +1,136 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: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 550 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares; 2026Q3: 475 shares 475 $144K 0.05% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,188 shares; 2025Q3: 1,188 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares; 2026Q2: 3,585 shares; 2026Q3: 4,335 shares 4,335 $144K 0.05% +750 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: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $143K 0.05% 0 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: 1,740 shares; 2025Q1: 1,705 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,633 shares; 2026Q1: 1,633 shares; 2026Q2: 1,633 shares; 2026Q3: 1,432 shares 1,432 $142K 0.05% -201 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: 856 shares 856 $139K 0.05% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 185 shares; 2026Q1: 162 shares; 2026Q2: 162 shares; 2026Q3: 179 shares 179 $137K 0.05% +17 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: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares; 2026Q2: 1,590 shares; 2026Q3: 1,590 shares 1,590 $136K 0.05% 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: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares; 2026Q3: 73 shares 73 $132K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,704 shares; 2025Q1: 1,704 shares; 2025Q2: 1,704 shares; 2025Q3: 1,704 shares; 2025Q4: 814 shares; 2026Q1: 814 shares; 2026Q2: 814 shares; 2026Q3: 1,650 shares 1,650 $132K 0.04% +836 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 866 shares; 2026Q2: 866 shares; 2026Q3: 866 shares 866 $125K 0.04% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,460 shares 1,460 $124K 0.04% new 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: 443 shares; 2025Q1: 443 shares; 2025Q2: 646 shares; 2025Q3: 574 shares; 2025Q4: 668 shares; 2026Q1: 980 shares; 2026Q2: 1,354 shares; 2026Q3: 1,274 shares 1,274 $123K 0.04% -80 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: 2,246 shares; 2025Q1: 2,246 shares; 2025Q2: 2,246 shares; 2025Q3: 2,076 shares; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares; 2026Q2: 1,826 shares; 2026Q3: 1,425 shares 1,425 $123K 0.04% -401 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 635 shares; 2026Q3: 635 shares 635 $123K 0.04% 0 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,680 shares; 2025Q1: 4,680 shares; 2025Q2: 4,680 shares; 2025Q3: 4,680 shares; 2025Q4: 4,680 shares; 2026Q1: 4,680 shares; 2026Q2: 4,680 shares; 2026Q3: 4,680 shares 4,680 $120K 0.04% 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: 312 shares; 2025Q1: 312 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares; 2026Q2: 299 shares; 2026Q3: 299 shares 299 $119K 0.04% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 500 shares 500 $117K 0.04% new 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: 261 shares; 2025Q1: 261 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 1,820 shares 1,820 $114K 0.04% +1,740 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: 3,171 shares; 2025Q1: 2,836 shares; 2025Q2: 2,628 shares; 2025Q3: 1,628 shares; 2025Q4: 1,266 shares; 2026Q1: 1,239 shares; 2026Q2: 1,123 shares; 2026Q3: 861 shares 861 $109K 0.04% -262 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: 1,925 shares; 2025Q1: 1,925 shares; 2025Q2: 1,925 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares; 2026Q3: 125 shares 125 $107K 0.04% 0 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: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 483 shares; 2026Q3: 483 shares 483 $106K 0.04% 0 Timeline IYW 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: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $106K 0.04% 0 Timeline PFF 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: 91 shares; 2026Q2: not reported; 2026Q3: 3,534 shares 3,534 $104K 0.03% new 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: 750 shares; 2025Q1: 756 shares; 2025Q2: 756 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 764 shares; 2026Q3: 764 shares 764 $101K 0.03% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 794 shares; 2025Q4: 794 shares; 2026Q1: 896 shares; 2026Q2: 896 shares; 2026Q3: 896 shares 896 $99.4K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,450 shares 1,450 $97.6K 0.03% -50 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,004 shares 2,004 $93.2K 0.03% new 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: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares; 2026Q3: 190 shares 190 $90.2K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 717 shares; 2026Q2: 717 shares; 2026Q3: 717 shares 717 $89.7K 0.03% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 94 shares; 2026Q2: 752 shares; 2026Q3: 700 shares 700 $88K 0.03% -52 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: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 315 shares; 2026Q3: 315 shares 315 $85.7K 0.03% 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: 1,981 shares; 2025Q1: 1,981 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 1,835 shares; 2026Q1: 1,835 shares; 2026Q2: 835 shares; 2026Q3: 1,835 shares 1,835 $84.2K 0.03% +1,000 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $82.3K 0.03% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 813 shares 813 $82.3K 0.03% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 583 shares; 2025Q4: 583 shares; 2026Q1: 583 shares; 2026Q2: 583 shares; 2026Q3: 583 shares 583 $80K 0.03% 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: 9,682 shares; 2025Q1: 9,632 shares; 2025Q2: 9,382 shares; 2025Q3: 9,157 shares; 2025Q4: 2,107 shares; 2026Q1: 2,107 shares; 2026Q2: 1,050 shares; 2026Q3: 900 shares 900 $79.9K 0.03% -150 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares; 2026Q3: 750 shares 750 $79.5K 0.03% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; 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: 3,031 shares 3,031 $78.4K 0.03% new Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 700 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $77.4K 0.03% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 2,859 shares; 2026Q2: 2,266 shares; 2026Q3: 2,266 shares 2,266 $77.1K 0.03% 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: 740 shares; 2025Q1: 740 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,130 shares; 2026Q1: 1,045 shares; 2026Q2: 335 shares; 2026Q3: 335 shares 335 $76.9K 0.03% 0 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: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 390 shares; 2026Q3: 390 shares 390 $76K 0.03% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 300 shares 300 $73.4K 0.02% new Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $71.7K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $71.5K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,411 shares; 2025Q1: 2,411 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,411 shares; 2026Q1: 2,911 shares; 2026Q2: 2,911 shares; 2026Q3: 2,911 shares 2,911 $71K 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: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,300 shares 1,300 $70.8K 0.02% +300 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: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $70.5K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 373 shares; 2026Q2: 373 shares; 2026Q3: 373 shares 373 $70.2K 0.02% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $69.6K 0.02% 0 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: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares; 2026Q2: 1,080 shares; 2026Q3: 1,080 shares 1,080 $69.3K 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: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 308 shares; 2026Q2: 308 shares; 2026Q3: 308 shares 308 $68.2K 0.02% 0 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 2,000 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 $67K 0.02% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 7,300 shares; 2026Q1: 7,300 shares; 2026Q2: 7,300 shares; 2026Q3: 7,300 shares 7,300 $66.2K 0.02% 0 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares; 2026Q3: 900 shares 900 $64K 0.02% 0 Timeline RDIV 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: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $62.9K 0.02% 0 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: 20 shares; 2025Q1: 20 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $62.6K 0.02% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 1,885 shares; 2026Q3: 1,885 shares 1,885 $61.5K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,255 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares; 2026Q2: 1,238 shares; 2026Q3: 238 shares 238 $61.2K 0.02% -1,000 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 2,175 shares; 2026Q3: 2,175 shares 2,175 $60.8K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares; 2026Q3: 90 shares 90 $59.1K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 255 shares; 2026Q3: 255 shares 255 $56.6K 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX 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: 1,000 shares 1,000 $56.3K 0.02% new 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: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 536 shares; 2026Q3: 366 shares 366 $55.5K 0.02% -170 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,051 shares; 2025Q1: 166 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares; 2026Q2: 198 shares; 2026Q3: 198 shares 198 $55K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 238 shares; 2025Q1: 221 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 211 shares; 2026Q3: 211 shares 211 $54.5K 0.02% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares; 2026Q3: 850 shares 850 $54.3K 0.02% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares; 2026Q2: 1,312 shares; 2026Q3: 1,312 shares 1,312 $53K 0.02% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: 273 shares; 2026Q3: 273 shares 273 $52.8K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 659 shares; 2026Q2: 659 shares; 2026Q3: 659 shares 659 $52.2K 0.02% 0 Timeline FHLC 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: 637 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 702 shares; 2026Q1: 637 shares; 2026Q2: 637 shares; 2026Q3: 637 shares 637 $52K 0.02% 0 Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT 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: 8,025 shares; 2026Q2: 8,025 shares; 2026Q3: 8,025 shares 8,025 $51.8K 0.02% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 735 shares; 2026Q3: 735 shares 735 $51.5K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 830 shares; 2026Q1: 863 shares; 2026Q2: 830 shares; 2026Q3: 830 shares 830 $51K 0.02% 0 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: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 300 shares; 2026Q1: 354 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $50.5K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 362 shares; 2026Q1: 460 shares; 2026Q2: 460 shares; 2026Q3: 460 shares 460 $50.1K 0.02% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $49.7K 0.02% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 1,342 shares; 2025Q3: 1,342 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,322 shares 1,322 $49.7K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 357 shares; 2026Q2: 357 shares; 2026Q3: 357 shares 357 $49.4K 0.02% 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: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares; 2026Q2: 562 shares; 2026Q3: 562 shares 562 $48.2K 0.02% 0 Timeline VEGN 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: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 595 shares; 2026Q3: 595 shares 595 $47.1K 0.02% 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $45.2K 0.02% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 213 shares; 2026Q3: 213 shares 213 $44.9K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 280 shares; 2026Q3: 280 shares 280 $43.1K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 285 shares; 2026Q3: 285 shares 285 $42.5K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $42.3K 0.01% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares; 2026Q3: 900 shares 900 $41.8K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 443 shares; 2026Q3: 443 shares 443 $41.7K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 789 shares; 2025Q1: 789 shares; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 778 shares; 2026Q1: 778 shares; 2026Q2: 778 shares; 2026Q3: 778 shares 778 $41.5K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 479 shares; 2025Q3: 479 shares; 2025Q4: 479 shares; 2026Q1: 479 shares; 2026Q2: 479 shares; 2026Q3: 479 shares 479 $40.7K 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: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 528 shares; 2026Q1: 828 shares; 2026Q2: 828 shares; 2026Q3: 828 shares 828 $40.3K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares; 2026Q3: 115 shares 115 $40.2K 0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,533 shares; 2025Q1: 2,533 shares; 2025Q2: 2,533 shares; 2025Q3: 550 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 615 shares; 2026Q3: 615 shares 615 $40.1K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 180 shares 180 $40K 0.01% new 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: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares; 2026Q3: 72 shares 72 $39.7K 0.01% 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: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 348 shares; 2026Q2: 348 shares; 2026Q3: 348 shares 348 $39.7K 0.01% 0 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,544 shares; 2026Q1: 772 shares; 2026Q2: 772 shares; 2026Q3: 772 shares 772 $38.7K 0.01% 0 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG 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: 1,231 shares; 2026Q1: 1,231 shares; 2026Q2: 1,231 shares; 2026Q3: 1,231 shares 1,231 $37.9K 0.01% 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: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 521 shares; 2026Q3: 521 shares 521 $36.8K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 371 shares; 2026Q2: 371 shares; 2026Q3: 371 shares 371 $36.5K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares; 2026Q3: 130 shares 130 $36.2K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,374 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares; 2026Q1: 1,274 shares; 2026Q2: 1,274 shares; 2026Q3: 1,111 shares 1,111 $35.7K 0.01% -163 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: 363 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 363 shares; 2026Q1: 363 shares; 2026Q2: 363 shares; 2026Q3: 363 shares 363 $34.1K 0.01% 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: 463 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 463 shares; 2026Q1: 393 shares; 2026Q2: 393 shares; 2026Q3: 393 shares 393 $33.5K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares; 2026Q2: 302 shares; 2026Q3: 302 shares 302 $33.5K 0.01% 0 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: 315 shares; 2026Q3: 256 shares 256 $33.3K 0.01% -59 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: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $33.2K 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: 213 shares 213 $33K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 470 shares; 2025Q1: 508 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares; 2026Q2: 488 shares; 2026Q3: 488 shares 488 $32.9K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $32.3K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 266 shares; 2026Q3: 266 shares 266 $31.6K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 802 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 802 shares; 2026Q2: 802 shares; 2026Q3: 802 shares 802 $31.4K 0.01% 0 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: 178 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares; 2026Q3: 136 shares 136 $31.4K 0.01% -32 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares; 2026Q2: 792 shares; 2026Q3: 792 shares 792 $30.9K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 339 shares; 2026Q2: 339 shares; 2026Q3: 339 shares 339 $29.3K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 160 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $28.5K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares; 2026Q3: 111 shares 111 $28.3K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares; 2026Q3: 100 shares 100 $27.5K 0.01% -25 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 314 shares; 2026Q3: 314 shares 314 $27.1K 0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 576 shares; 2026Q3: 576 shares 576 $26.7K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $26.6K 0.01% 0 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP 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 $25.9K 0.01% 0 Timeline XPO XPO INC More: the full row for XPO 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: 146 shares; 2026Q2: 146 shares; 2026Q3: 146 shares 146 $25.7K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares; 2026Q3: 93 shares 93 $25.1K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62 shares; 2026Q1: 207 shares; 2026Q2: 207 shares; 2026Q3: 309 shares 309 $25.1K 0.01% +102 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares; 2026Q3: 70 shares 70 $24.8K 0.01% 0 Timeline SCHP 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: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,260 shares; 2026Q2: 982 shares; 2026Q3: 982 shares 982 $24.7K 0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 1,068 shares; 2026Q3: 318 shares 318 $24.6K 0.01% -750 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: 2,122 shares; 2025Q1: 2,122 shares; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares; 2025Q4: 2,122 shares; 2026Q1: 2,122 shares; 2026Q2: 1,122 shares; 2026Q3: 1,122 shares 1,122 $24.4K 0.01% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares; 2026Q2: 970 shares; 2026Q3: 970 shares 970 $23.9K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares; 2026Q3: 128 shares 128 $23.5K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares; 2026Q3: 210 shares 210 $23.1K 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: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares; 2026Q3: 93 shares 93 $22K 0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 394 shares; 2025Q4: 394 shares; 2026Q1: 394 shares; 2026Q2: 394 shares; 2026Q3: 394 shares 394 $21.7K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares; 2026Q3: 155 shares 155 $21.4K 0.01% 0 Timeline PAYR FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410 shares; 2026Q2: 410 shares; 2026Q3: 410 shares 410 $21.3K 0.01% 0 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: 104 shares; 2025Q1: 104 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares; 2026Q3: 104 shares 104 $20.3K 0.01% -2 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,395 shares; 2025Q1: 7,995 shares; 2025Q2: 7,945 shares; 2025Q3: 7,720 shares; 2025Q4: 1,320 shares; 2026Q1: 1,170 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $20K 0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares; 2026Q3: 126 shares 126 $19K 0.01% +92 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 222 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares; 2026Q3: 170 shares 170 $19K 0.01% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares; 2026Q3: 1,040 shares 1,040 $18.7K 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: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares; 2026Q3: 67 shares 67 $17.9K 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: 863 shares; 2025Q1: 863 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares; 2026Q3: 63 shares 63 $17.6K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares; 2026Q3: 188 shares 188 $17.1K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares; 2026Q3: 166 shares 166 $16.7K 0.01% 0 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: 352 shares; 2025Q4: 352 shares; 2026Q1: 352 shares; 2026Q2: 352 shares; 2026Q3: 352 shares 352 $16.7K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares; 2026Q3: 61 shares 61 $16.6K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares; 2026Q3: 194 shares 194 $15.8K 0.01% 0 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares; 2026Q3: 110 shares 110 $15.7K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 200 shares 200 $15.6K 0.01% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120 shares; 2026Q2: 120 shares; 2026Q3: 120 shares 120 $15.6K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $15.4K 0.01% 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: 227 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares; 2026Q2: 196 shares; 2026Q3: 196 shares 196 $15.3K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: 1,472 shares; 2025Q3: 1,472 shares; 2025Q4: 872 shares; 2026Q1: 272 shares; 2026Q2: 272 shares; 2026Q3: 272 shares 272 $14.9K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 175 shares 175 $14.9K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares; 2026Q2: 197 shares; 2026Q3: 197 shares 197 $14.9K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares; 2026Q3: 65 shares 65 $14.7K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 23 shares; 2026Q3: 23 shares 23 $14K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares; 2026Q3: 98 shares 98 $14K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares; 2026Q3: 254 shares 254 $13.8K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares; 2026Q3: 172 shares 172 $13.7K <0.01% -173 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $12.9K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $12.2K <0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 15 shares; 2026Q3: 20 shares 20 $12.2K <0.01% +5 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: 129 shares; 2025Q1: 129 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,129 shares; 2026Q1: 1,129 shares; 2026Q2: 129 shares; 2026Q3: 129 shares 129 $12.1K <0.01% 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: not reported; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50 shares 50 $11.7K <0.01% new Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE 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: 400 shares 400 $11.3K <0.01% new Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE 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: 400 shares 400 $11.3K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 893 shares; 2026Q1: 517 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $11.2K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 22 shares 22 $11.2K <0.01% new Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT 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 $10.8K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares; 2026Q3: 625 shares 625 $10.6K <0.01% 0 Timeline RDVY 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: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares; 2026Q3: 134 shares 134 $10.5K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $10.3K <0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS 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: 700 shares; 2026Q3: 700 shares 700 $10.3K <0.01% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $9.82K <0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 771 shares; 2025Q1: 807 shares; 2025Q2: 819 shares; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 109 shares; 2026Q2: 156 shares; 2026Q3: 195 shares 195 $9.78K <0.01% +39 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: 835 shares; 2025Q1: 871 shares; 2025Q2: 874 shares; 2025Q3: 3 shares; 2025Q4: 28 shares; 2026Q1: 64 shares; 2026Q2: 108 shares; 2026Q3: 118 shares 118 $9.7K <0.01% +10 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,590 shares; 2025Q1: 9,090 shares; 2025Q2: 15,090 shares; 2025Q3: 15,090 shares; 2025Q4: 14,590 shares; 2026Q1: 13,590 shares; 2026Q2: 1,090 shares; 2026Q3: 1,090 shares 1,090 $9.66K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares; 2026Q3: 85 shares 85 $9.61K <0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 94 shares; 2026Q3: 94 shares 94 $9.6K <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: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $9.55K <0.01% 0 Timeline IDMO 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: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $9.16K <0.01% 0 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: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares; 2026Q3: 36 shares 36 $8.93K <0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 385 shares; 2026Q3: 385 shares 385 $8.86K <0.01% 0 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: 152 shares; 2025Q1: 152 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 184 shares; 2026Q3: 77 shares 77 $8.75K <0.01% -107 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37 $8.55K <0.01% 0 Timeline SDVY 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: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares; 2026Q3: 207 shares 207 $8.4K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $8.11K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares; 2026Q3: 151 shares 151 $7.98K <0.01% 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: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares; 2026Q3: 74 shares 74 $7.9K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 836 shares; 2025Q3: 836 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares; 2026Q3: 325 shares 325 $7.8K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 118 shares 118 $7.62K <0.01% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,628 shares; 2025Q1: 2,628 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,287 shares; 2026Q1: 1,287 shares; 2026Q2: 1,287 shares; 2026Q3: 133 shares 133 $7.43K <0.01% -1,154 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $6.94K <0.01% 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: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares; 2026Q3: 48 shares 48 $6.61K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares; 2026Q3: 41 shares 41 $6.59K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 227 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 213 shares; 2026Q2: 88 shares; 2026Q3: 88 shares 88 $5.75K <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: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares; 2026Q3: 18 shares 18 $5.73K <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $5.47K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32 shares; 2026Q2: 32 shares; 2026Q3: 32 shares 32 $5.34K <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: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares; 2026Q3: 127 shares 127 $5.33K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares; 2026Q3: 43 shares 43 $5.29K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares; 2026Q3: 62 shares 62 $5.23K <0.01% 0 Timeline MMTM 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: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $4.91K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 736 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 136 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $4.82K <0.01% 0 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: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37 $4.24K <0.01% 0 Timeline FXR 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: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $4.07K <0.01% 0 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares; 2026Q3: 53 shares 53 $3.78K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares; 2026Q3: 69 shares 69 $3.71K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $3.62K <0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; 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 $3.13K <0.01% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $3.12K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $2.74K <0.01% 0 Timeline ONEO 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: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares; 2026Q3: 18 shares 18 $2.67K <0.01% 0 Timeline STNE STONECO LTD More: the full row for STONECO LTD 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 $2.33K <0.01% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares; 2026Q3: 128 shares 128 $2.26K <0.01% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares; 2026Q3: 29 shares 29 $1.74K <0.01% 0 Timeline FLIN 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: not reported; 2025Q1: 35 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares; 2026Q3: 40 shares 40 $1.34K <0.01% 0 Timeline GEVO GEVO INC More: the full row for GEVO 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 $1.31K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,429 shares; 2025Q1: 9,429 shares; 2025Q2: 9,429 shares; 2025Q3: 9,413 shares; 2025Q4: 9,541 shares; 2026Q1: 10,074 shares; 2026Q2: 840 shares; 2026Q3: 16 shares 16 $1.3K <0.01% -824 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 232 shares; 2026Q2: 157 shares; 2026Q3: 57 shares 57 $1.29K <0.01% -100 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; 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 $850 <0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51 $685 <0.01% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14 shares 14 $357 <0.01% new Timeline SCWO 374WATER INC More: the full row for 374WATER 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: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $145 <0.01% 0 Timeline