JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,639,575 shares; 2025Q2: 1,684,907 shares; 2025Q3: 1,746,854 shares; 2025Q4: 1,925,157 shares; 2026Q1: 2,005,687 shares; 2026Q2: 2,072,548 shares 2,072,548 $97.3M 11.59% +66,861 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881,546 shares; 2025Q3: 1,938,278 shares; 2025Q4: 2,175,863 shares; 2026Q1: 2,285,970 shares; 2026Q2: 2,357,086 shares 2,357,086 $92.4M 11.01% +71,116 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,028 shares; 2024Q4: 488,644 shares; 2025Q1: 541,786 shares; 2025Q2: 621,634 shares; 2025Q3: 664,213 shares; 2025Q4: 815,807 shares; 2026Q1: 865,248 shares; 2026Q2: 934,501 shares 934,501 $77.4M 9.22% +69,253 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,791 shares; 2024Q4: 99,218 shares; 2025Q1: 97,600 shares; 2025Q2: 98,566 shares; 2025Q3: 96,653 shares; 2025Q4: 95,394 shares; 2026Q1: 94,439 shares; 2026Q2: 566,990 shares 566,990 $48.8M 5.82% +472,551 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291,442 shares; 2025Q3: 294,139 shares; 2025Q4: 299,748 shares; 2026Q1: 401,684 shares; 2026Q2: 411,859 shares 411,859 $42.8M 5.1% +10,175 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,773 shares; 2024Q4: 349,870 shares; 2025Q1: 353,181 shares; 2025Q2: 358,986 shares; 2025Q3: 363,070 shares; 2025Q4: 369,750 shares; 2026Q1: 367,076 shares; 2026Q2: 366,314 shares 366,314 $34.7M 4.14% -762 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413,039 shares; 2024Q4: 818,426 shares; 2025Q1: 833,479 shares; 2025Q2: 858,807 shares; 2025Q3: 873,448 shares; 2025Q4: 892,877 shares; 2026Q1: 879,957 shares; 2026Q2: 885,996 shares 885,996 $33.7M 4.02% +6,039 Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 159,789 shares; 2025Q1: 171,342 shares; 2025Q2: 173,457 shares; 2025Q3: 172,803 shares; 2025Q4: 175,903 shares; 2026Q1: 174,595 shares; 2026Q2: 179,562 shares 179,562 $28.2M 3.36% +4,967 Timeline EMSF MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,952 shares; 2024Q4: 418,194 shares; 2025Q1: 435,278 shares; 2025Q2: 443,900 shares; 2025Q3: 459,703 shares; 2025Q4: 480,235 shares; 2026Q1: 602,098 shares; 2026Q2: 540,400 shares 540,400 $23M 2.74% -61,698 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,848 shares; 2024Q4: 175,929 shares; 2025Q1: 188,542 shares; 2025Q2: 215,462 shares; 2025Q3: 228,862 shares; 2025Q4: 242,692 shares; 2026Q1: 250,140 shares; 2026Q2: 255,950 shares 255,950 $19.5M 2.32% +5,810 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,263,037 shares; 2024Q4: 1,297,512 shares; 2025Q1: 1,310,393 shares; 2025Q2: 1,354,319 shares; 2025Q3: 1,427,208 shares; 2025Q4: 1,486,334 shares; 2026Q1: 1,514,648 shares; 2026Q2: 1,521,618 shares 1,521,618 $17.3M 2.06% +6,970 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,644 shares; 2024Q4: 238,421 shares; 2025Q1: 243,050 shares; 2025Q2: 248,875 shares; 2025Q3: 255,519 shares; 2025Q4: 265,387 shares; 2026Q1: 265,032 shares; 2026Q2: 260,637 shares 260,637 $13.6M 1.62% -4,395 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,499 shares; 2024Q4: 21,182 shares; 2025Q1: 20,689 shares; 2025Q2: 21,110 shares; 2025Q3: 20,895 shares; 2025Q4: 20,585 shares; 2026Q1: 20,656 shares; 2026Q2: 28,183 shares 28,183 $10.5M 1.25% +7,527 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402 shares; 2024Q4: 3,400 shares; 2025Q1: 3,438 shares; 2025Q2: 64,677 shares; 2025Q3: 81,149 shares; 2025Q4: 79,275 shares; 2026Q1: 77,740 shares; 2026Q2: 75,316 shares 75,316 $8.85M 1.05% -2,424 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,041 shares; 2024Q4: 3,052 shares; 2025Q1: 3,349 shares; 2025Q2: 21,104 shares; 2025Q3: 27,285 shares; 2025Q4: 26,156 shares; 2026Q1: 24,128 shares; 2026Q2: 26,016 shares 26,016 $8.52M 1.01% +1,888 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,058 shares; 2024Q4: 45,148 shares; 2025Q1: 57,501 shares; 2025Q2: 63,756 shares; 2025Q3: 84,518 shares; 2025Q4: 130,357 shares; 2026Q1: 143,333 shares; 2026Q2: 170,555 shares 170,555 $8.4M 1% +27,222 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,717 shares; 2024Q4: 127,490 shares; 2025Q1: 157,417 shares; 2025Q2: 172,079 shares; 2025Q3: 185,167 shares; 2025Q4: 202,913 shares; 2026Q1: 203,134 shares; 2026Q2: 233,965 shares 233,965 $8.2M 0.98% +30,831 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,220 shares; 2025Q3: 61,403 shares; 2025Q4: 60,835 shares; 2026Q1: 58,531 shares; 2026Q2: 56,610 shares 56,610 $8.19M 0.98% -1,921 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 239 shares; 2025Q2: 23,267 shares; 2025Q3: 30,123 shares; 2025Q4: 29,509 shares; 2026Q1: 29,133 shares; 2026Q2: 27,850 shares 27,850 $7.01M 0.84% -1,283 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 15,668 shares; 2025Q3: 20,230 shares; 2025Q4: 20,352 shares; 2026Q1: 19,858 shares; 2026Q2: 19,916 shares 19,916 $6.57M 0.78% +58 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,055 shares; 2025Q3: 34,313 shares; 2025Q4: 40,072 shares; 2026Q1: 39,922 shares; 2026Q2: 39,871 shares 39,871 $6.25M 0.74% -51 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 440 shares; 2025Q1: 673 shares; 2025Q2: 15,982 shares; 2025Q3: 20,193 shares; 2025Q4: 21,813 shares; 2026Q1: 21,823 shares; 2026Q2: 21,103 shares 21,103 $5.93M 0.71% -720 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,216 shares; 2024Q4: 288,034 shares; 2025Q1: 297,326 shares; 2025Q2: 301,908 shares; 2025Q3: 74,805 shares; 2025Q4: 74,393 shares; 2026Q1: 75,273 shares; 2026Q2: 71,708 shares 71,708 $5.93M 0.71% -3,565 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,544 shares; 2025Q2: 19,133 shares; 2025Q3: 23,464 shares; 2025Q4: 22,850 shares; 2026Q1: 22,632 shares; 2026Q2: 22,381 shares 22,381 $5.68M 0.68% -251 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 25,249 shares; 2025Q3: 33,277 shares; 2025Q4: 31,300 shares; 2026Q1: 26,275 shares; 2026Q2: 24,992 shares 24,992 $5.67M 0.68% -1,283 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,544 shares; 2024Q4: 14,038 shares; 2025Q1: 14,729 shares; 2025Q2: 19,641 shares; 2025Q3: 17,796 shares; 2025Q4: 16,148 shares; 2026Q1: 15,479 shares; 2026Q2: 19,484 shares 19,484 $5.64M 0.67% +4,005 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,590 shares; 2025Q3: 32,261 shares; 2025Q4: 32,251 shares; 2026Q1: 32,760 shares; 2026Q2: 32,206 shares 32,206 $5.6M 0.67% -554 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,120 shares; 2024Q4: 1,126 shares; 2025Q1: 100 shares; 2025Q2: 22,661 shares; 2025Q3: 29,470 shares; 2025Q4: 29,461 shares; 2026Q1: 29,656 shares; 2026Q2: 29,277 shares 29,277 $5.55M 0.66% -379 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,884 shares; 2024Q4: 5,130 shares; 2025Q1: 4,678 shares; 2025Q2: 4,867 shares; 2025Q3: 4,685 shares; 2025Q4: 4,518 shares; 2026Q1: 4,505 shares; 2026Q2: 5,849 shares 5,849 $5.47M 0.65% +1,344 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,260 shares; 2024Q4: 10,258 shares; 2025Q1: 9,207 shares; 2025Q2: 41,473 shares; 2025Q3: 47,555 shares; 2025Q4: 46,331 shares; 2026Q1: 43,418 shares; 2026Q2: 41,379 shares 41,379 $5.32M 0.63% -2,039 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,442 shares; 2024Q4: 15,716 shares; 2025Q1: 15,911 shares; 2025Q2: 26,066 shares; 2025Q3: 25,381 shares; 2025Q4: 25,117 shares; 2026Q1: 28,864 shares; 2026Q2: 26,259 shares 26,259 $5.25M 0.63% -2,605 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,058 shares; 2024Q4: 39,252 shares; 2025Q1: 39,817 shares; 2025Q2: 39,325 shares; 2025Q3: 38,909 shares; 2025Q4: 40,829 shares; 2026Q1: 41,478 shares; 2026Q2: 41,371 shares 41,371 $5.15M 0.61% -107 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,338 shares; 2025Q3: 12,046 shares; 2025Q4: 10,775 shares; 2026Q1: 10,560 shares; 2026Q2: 10,348 shares 10,348 $5.12M 0.61% -212 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,344 shares; 2024Q4: 85,843 shares; 2025Q1: 82,589 shares; 2025Q2: 79,819 shares; 2025Q3: 78,159 shares; 2025Q4: 83,645 shares; 2026Q1: 82,825 shares; 2026Q2: 91,639 shares 91,639 $4.83M 0.58% +8,814 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,780 shares; 2025Q3: 33,733 shares; 2025Q4: 33,951 shares; 2026Q1: 34,607 shares; 2026Q2: 34,730 shares 34,730 $4.75M 0.57% +123 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958 shares; 2024Q4: 943 shares; 2025Q1: 997 shares; 2025Q2: 22,690 shares; 2025Q3: 29,561 shares; 2025Q4: 29,752 shares; 2026Q1: 30,597 shares; 2026Q2: 30,936 shares 30,936 $4.54M 0.54% +339 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,279 shares; 2024Q4: 80,658 shares; 2025Q1: 72,104 shares; 2025Q2: 73,466 shares; 2025Q3: 71,496 shares; 2025Q4: 71,657 shares; 2026Q1: 71,943 shares; 2026Q2: 70,723 shares 70,723 $4.26M 0.51% -1,220 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 1,815 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,062 shares; 2025Q4: 1,075 shares; 2026Q1: 67,216 shares; 2026Q2: 65,768 shares 65,768 $3.88M 0.46% -1,448 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,671 shares; 2024Q4: 5,337 shares; 2025Q1: 5,203 shares; 2025Q2: 4,958 shares; 2025Q3: 4,923 shares; 2025Q4: 5,007 shares; 2026Q1: 4,942 shares; 2026Q2: 5,152 shares 5,152 $3.54M 0.42% +210 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,350 shares; 2025Q3: 33,221 shares; 2025Q4: 31,783 shares; 2026Q1: 31,731 shares; 2026Q2: 32,194 shares 32,194 $3.47M 0.41% +463 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 367 shares; 2025Q2: 18,258 shares; 2025Q3: 23,145 shares; 2025Q4: 22,080 shares; 2026Q1: 21,600 shares; 2026Q2: 20,813 shares 20,813 $3.45M 0.41% -787 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,083 shares; 2024Q4: 20,785 shares; 2025Q1: 20,704 shares; 2025Q2: 21,422 shares; 2025Q3: 21,324 shares; 2025Q4: 21,376 shares; 2026Q1: 21,473 shares; 2026Q2: 20,950 shares 20,950 $3.45M 0.41% -523 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 583 shares; 2025Q2: 20,795 shares; 2025Q3: 23,904 shares; 2025Q4: 23,828 shares; 2026Q1: 24,248 shares; 2026Q2: 25,171 shares 25,171 $3.41M 0.41% +923 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 307 shares; 2025Q2: 17,855 shares; 2025Q3: 23,725 shares; 2025Q4: 23,930 shares; 2026Q1: 24,912 shares; 2026Q2: 24,783 shares 24,783 $3.36M 0.4% -129 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,115 shares; 2024Q4: 9,996 shares; 2025Q1: 9,645 shares; 2025Q2: 37,947 shares; 2025Q3: 46,817 shares; 2025Q4: 44,052 shares; 2026Q1: 44,969 shares; 2026Q2: 42,850 shares 42,850 $3.35M 0.4% -2,119 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,194 shares; 2024Q4: 8,194 shares; 2025Q1: 6,936 shares; 2025Q2: 7,130 shares; 2025Q3: 6,663 shares; 2025Q4: 6,323 shares; 2026Q1: 6,094 shares; 2026Q2: 5,661 shares 5,661 $3.29M 0.39% -433 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 842 shares; 2024Q4: 585 shares; 2025Q1: 586 shares; 2025Q2: 25,108 shares; 2025Q3: 28,230 shares; 2025Q4: 27,242 shares; 2026Q1: 27,499 shares; 2026Q2: 27,414 shares 27,414 $2.95M 0.35% -85 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,254 shares; 2026Q1: 38,791 shares; 2026Q2: 37,198 shares 37,198 $2.89M 0.34% -1,593 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,952 shares; 2024Q4: 32,847 shares; 2025Q1: 31,099 shares; 2025Q2: 117,471 shares; 2025Q3: 125,835 shares; 2025Q4: 85,317 shares; 2026Q1: 103,702 shares; 2026Q2: 103,274 shares 103,274 $2.49M 0.3% -428 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,733 shares; 2024Q4: 8,642 shares; 2025Q1: 7,790 shares; 2025Q2: 8,355 shares; 2025Q3: 7,879 shares; 2025Q4: 7,233 shares; 2026Q1: 6,948 shares; 2026Q2: 6,615 shares 6,615 $2.34M 0.28% -333 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,453 shares; 2024Q4: 12,868 shares; 2025Q1: 10,353 shares; 2025Q2: 9,464 shares; 2025Q3: 8,888 shares; 2025Q4: 8,275 shares; 2026Q1: 8,303 shares; 2026Q2: 7,778 shares 7,778 $2.32M 0.28% -525 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,217 shares; 2024Q4: 4,126 shares; 2025Q1: 3,499 shares; 2025Q2: 3,152 shares; 2025Q3: 2,975 shares; 2025Q4: 2,751 shares; 2026Q1: 2,746 shares; 2026Q2: 2,682 shares 2,682 $2.05M 0.24% -64 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,764 shares; 2024Q4: 9,616 shares; 2025Q1: 6,188 shares; 2025Q2: 7,648 shares; 2025Q3: 8,866 shares; 2025Q4: 21,717 shares; 2026Q1: 21,539 shares; 2026Q2: 20,838 shares 20,838 $1.97M 0.23% -701 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,755 shares; 2024Q4: 19,547 shares; 2025Q1: 17,966 shares; 2025Q2: 17,025 shares; 2025Q3: 14,057 shares; 2025Q4: 14,075 shares; 2026Q1: 12,464 shares; 2026Q2: 12,260 shares 12,260 $1.89M 0.23% -204 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,319 shares; 2024Q4: 10,120 shares; 2025Q1: 10,094 shares; 2025Q2: 9,073 shares; 2025Q3: 9,050 shares; 2025Q4: 19,528 shares; 2026Q1: 20,476 shares; 2026Q2: 20,634 shares 20,634 $1.81M 0.22% +158 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,051 shares; 2024Q4: 3,945 shares; 2025Q1: 3,357 shares; 2025Q2: 2,964 shares; 2025Q3: 2,784 shares; 2025Q4: 2,583 shares; 2026Q1: 2,493 shares; 2026Q2: 2,403 shares 2,403 $1.71M 0.2% -90 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,269 shares; 2024Q4: 2,840 shares; 2025Q1: 2,756 shares; 2025Q2: 7,292 shares; 2025Q3: 6,757 shares; 2025Q4: 5,761 shares; 2026Q1: 5,237 shares; 2026Q2: 4,715 shares 4,715 $1.68M 0.2% -522 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 11,667 shares; 2026Q1: 19,747 shares; 2026Q2: 20,118 shares 20,118 $1.67M 0.2% +371 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,531 shares; 2025Q2: 14,820 shares; 2025Q3: 14,038 shares; 2025Q4: 14,751 shares; 2026Q1: 14,674 shares; 2026Q2: 13,889 shares 13,889 $1.63M 0.19% -785 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,298 shares; 2026Q1: 34,002 shares; 2026Q2: 30,481 shares 30,481 $1.62M 0.19% -3,521 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,789 shares; 2024Q4: 5,788 shares; 2025Q1: 5,149 shares; 2025Q2: 4,628 shares; 2025Q3: 4,542 shares; 2025Q4: 4,253 shares; 2026Q1: 4,232 shares; 2026Q2: 4,043 shares 4,043 $1.61M 0.19% -189 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,658 shares; 2024Q4: 29,856 shares; 2025Q1: 28,011 shares; 2025Q2: 25,343 shares; 2025Q3: 20,071 shares; 2025Q4: 19,329 shares; 2026Q1: 19,292 shares; 2026Q2: 18,821 shares 18,821 $1.59M 0.19% -471 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,355 shares; 2024Q4: 5,631 shares; 2025Q1: 14,400 shares; 2025Q2: 16,089 shares; 2025Q3: 16,695 shares; 2025Q4: 17,224 shares; 2026Q1: 21,704 shares; 2026Q2: 21,557 shares 21,557 $1.58M 0.19% -147 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,120 shares; 2024Q4: 12,490 shares; 2025Q1: 40,579 shares; 2025Q2: 32,643 shares; 2025Q3: 32,629 shares; 2025Q4: 32,422 shares; 2026Q1: 45,714 shares; 2026Q2: 46,734 shares 46,734 $1.58M 0.19% +1,020 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,228 shares 13,228 $1.58M 0.19% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,137 shares; 2024Q4: 4,948 shares; 2025Q1: 4,158 shares; 2025Q2: 3,759 shares; 2025Q3: 3,752 shares; 2025Q4: 3,467 shares; 2026Q1: 3,530 shares; 2026Q2: 3,276 shares 3,276 $1.56M 0.19% -254 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,546 shares; 2024Q4: 3,637 shares; 2025Q1: 3,386 shares; 2025Q2: 3,309 shares; 2025Q3: 2,854 shares; 2025Q4: 4,331 shares; 2026Q1: 4,246 shares; 2026Q2: 4,219 shares 4,219 $1.56M 0.19% -27 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,095 shares; 2024Q4: 1,077 shares; 2025Q1: 982 shares; 2025Q2: 907 shares; 2025Q3: 888 shares; 2025Q4: 832 shares; 2026Q1: 828 shares; 2026Q2: 759 shares 759 $1.51M 0.18% -69 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.18% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614 shares; 2024Q4: 1,402 shares; 2025Q1: 1,308 shares; 2025Q2: 1,349 shares; 2025Q3: 1,354 shares; 2025Q4: 1,358 shares; 2026Q1: 1,356 shares; 2026Q2: 1,382 shares 1,382 $1.47M 0.18% +26 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 370 shares; 2025Q2: 312 shares; 2025Q3: 316 shares; 2025Q4: 5,139 shares; 2026Q1: 6,358 shares; 2026Q2: 6,578 shares 6,578 $1.47M 0.18% +220 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,859 shares; 2025Q4: 44,842 shares; 2026Q1: 45,844 shares; 2026Q2: 46,421 shares 46,421 $1.46M 0.17% +577 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; 2024Q3: 15,773 shares; 2024Q4: 37,559 shares; 2025Q1: 40,729 shares; 2025Q2: 40,592 shares; 2025Q3: 40,356 shares; 2025Q4: 39,477 shares; 2026Q1: 38,934 shares; 2026Q2: 37,054 shares 37,054 $1.37M 0.16% -1,880 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,274 shares; 2024Q4: 3,719 shares; 2025Q1: 3,094 shares; 2025Q2: 6,080 shares; 2025Q3: 7,058 shares; 2025Q4: 6,349 shares; 2026Q1: 5,922 shares; 2026Q2: 5,724 shares 5,724 $1.36M 0.16% -198 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,273 shares; 2024Q4: 43,049 shares; 2025Q1: 41,775 shares; 2025Q2: 41,436 shares; 2025Q3: 40,409 shares; 2025Q4: 39,385 shares; 2026Q1: 51,047 shares; 2026Q2: 58,687 shares 58,687 $1.34M 0.16% +7,640 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,877 shares; 2024Q4: 4,627 shares; 2025Q1: 3,823 shares; 2025Q2: 3,517 shares; 2025Q3: 3,414 shares; 2025Q4: 3,168 shares; 2026Q1: 3,208 shares; 2026Q2: 3,142 shares 3,142 $1.34M 0.16% -66 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,141 shares; 2024Q4: 7,428 shares; 2025Q1: 6,506 shares; 2025Q2: 6,563 shares; 2025Q3: 6,460 shares; 2025Q4: 5,972 shares; 2026Q1: 6,035 shares; 2026Q2: 5,900 shares 5,900 $1.32M 0.16% -135 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175 shares; 2024Q4: 2,071 shares; 2025Q1: 1,753 shares; 2025Q2: 1,644 shares; 2025Q3: 1,579 shares; 2025Q4: 1,481 shares; 2026Q1: 1,370 shares; 2026Q2: 1,295 shares 1,295 $1.27M 0.15% -75 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,024 shares; 2025Q2: 1,000 shares; 2025Q3: 1,003 shares; 2025Q4: 877 shares; 2026Q1: 881 shares; 2026Q2: 1,679 shares 1,679 $1.21M 0.14% +798 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,107 shares; 2024Q4: 41,574 shares; 2025Q1: 46,817 shares; 2025Q2: 28,939 shares; 2025Q3: 21,853 shares; 2025Q4: 27,877 shares; 2026Q1: 26,199 shares; 2026Q2: 23,796 shares 23,796 $1.2M 0.14% -2,403 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,655 shares; 2024Q4: 7,550 shares; 2025Q1: 6,528 shares; 2025Q2: 5,961 shares; 2025Q3: 5,687 shares; 2025Q4: 5,353 shares; 2026Q1: 5,365 shares; 2026Q2: 5,028 shares 5,028 $1.19M 0.14% -337 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,943 shares; 2024Q4: 5,865 shares; 2025Q1: 5,183 shares; 2025Q2: 4,767 shares; 2025Q3: 4,628 shares; 2025Q4: 4,417 shares; 2026Q1: 4,407 shares; 2026Q2: 4,247 shares 4,247 $1.18M 0.14% -160 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,252 shares; 2024Q4: 4,210 shares; 2025Q1: 3,694 shares; 2025Q2: 4,372 shares; 2025Q3: 4,216 shares; 2025Q4: 3,939 shares; 2026Q1: 3,673 shares; 2026Q2: 3,191 shares 3,191 $1.09M 0.13% -482 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,322 shares; 2024Q4: 3,312 shares; 2025Q1: 2,897 shares; 2025Q2: 3,320 shares; 2025Q3: 3,390 shares; 2025Q4: 3,233 shares; 2026Q1: 3,099 shares; 2026Q2: 3,017 shares 3,017 $1.06M 0.13% -82 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 1,055 shares; 2025Q1: 2,032 shares; 2025Q2: 1,863 shares; 2025Q3: 1,861 shares; 2025Q4: 1,762 shares; 2026Q1: 1,757 shares; 2026Q2: 1,655 shares 1,655 $1.05M 0.13% -102 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346 shares; 2024Q4: 626 shares; 2025Q1: 626 shares; 2025Q2: 773 shares; 2025Q3: 717 shares; 2025Q4: 947 shares; 2026Q1: 1,294 shares; 2026Q2: 1,391 shares 1,391 $1.04M 0.12% +97 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,547 shares; 2024Q4: 6,479 shares; 2025Q1: 5,393 shares; 2025Q2: 4,690 shares; 2025Q3: 4,452 shares; 2025Q4: 4,226 shares; 2026Q1: 4,019 shares; 2026Q2: 3,883 shares 3,883 $988K 0.12% -136 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,206 shares; 2024Q4: 2,221 shares; 2025Q1: 1,787 shares; 2025Q2: 1,919 shares; 2025Q3: 1,962 shares; 2025Q4: 1,879 shares; 2026Q1: 1,895 shares; 2026Q2: 1,904 shares 1,904 $953K 0.11% +9 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 737 shares; 2024Q4: 6,905 shares; 2025Q1: 6,906 shares; 2025Q2: 7,447 shares; 2025Q3: 7,482 shares; 2025Q4: 7,658 shares; 2026Q1: 13,454 shares; 2026Q2: 13,233 shares 13,233 $943K 0.11% -221 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,919 shares; 2024Q4: 108,988 shares; 2025Q1: 37,825 shares; 2025Q2: 37,409 shares; 2025Q3: 37,003 shares; 2025Q4: 35,421 shares; 2026Q1: 2,522 shares; 2026Q2: 2,496 shares 2,496 $913K 0.11% -26 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,351 shares; 2024Q4: 2,288 shares; 2025Q1: 2,043 shares; 2025Q2: 1,880 shares; 2025Q3: 1,888 shares; 2025Q4: 1,804 shares; 2026Q1: 1,839 shares; 2026Q2: 1,798 shares 1,798 $902K 0.11% -41 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,680 shares; 2024Q4: 3,458 shares; 2025Q1: 3,001 shares; 2025Q2: 2,817 shares; 2025Q3: 2,715 shares; 2025Q4: 2,598 shares; 2026Q1: 2,640 shares; 2026Q2: 2,541 shares 2,541 $875K 0.1% -99 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,219 shares; 2024Q4: 4,133 shares; 2025Q1: 3,603 shares; 2025Q2: 3,198 shares; 2025Q3: 3,134 shares; 2025Q4: 2,938 shares; 2026Q1: 3,024 shares; 2026Q2: 2,982 shares 2,982 $874K 0.1% -42 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,418 shares; 2024Q4: 7,995 shares; 2025Q1: 7,996 shares; 2025Q2: 7,779 shares; 2025Q3: 6,738 shares; 2025Q4: 6,521 shares; 2026Q1: 6,067 shares; 2026Q2: 6,059 shares 6,059 $863K 0.1% -8 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,772 shares; 2024Q4: 7,748 shares; 2025Q1: 7,289 shares; 2025Q2: 6,841 shares; 2025Q3: 6,759 shares; 2025Q4: 6,488 shares; 2026Q1: 6,726 shares; 2026Q2: 6,577 shares 6,577 $859K 0.1% -149 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,228 shares; 2025Q1: 1,059 shares; 2025Q2: 997 shares; 2025Q3: 963 shares; 2025Q4: 891 shares; 2026Q1: 880 shares; 2026Q2: 878 shares 878 $845K 0.1% -2 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,834 shares; 2024Q4: 3,822 shares; 2025Q1: 3,642 shares; 2025Q2: 3,230 shares; 2025Q3: 3,169 shares; 2025Q4: 2,966 shares; 2026Q1: 3,012 shares; 2026Q2: 2,975 shares 2,975 $809K 0.1% -37 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,450 shares; 2024Q4: 11,366 shares; 2025Q1: 9,819 shares; 2025Q2: 9,106 shares; 2025Q3: 8,877 shares; 2025Q4: 8,570 shares; 2026Q1: 8,635 shares; 2026Q2: 8,326 shares 8,326 $807K 0.1% -309 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,850 shares; 2024Q4: 5,742 shares; 2025Q1: 5,766 shares; 2025Q2: 4,897 shares; 2025Q3: 4,872 shares; 2025Q4: 5,134 shares; 2026Q1: 7,195 shares; 2026Q2: 7,059 shares 7,059 $791K 0.09% -136 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,672 shares; 2024Q4: 6,749 shares; 2025Q1: 5,952 shares; 2025Q2: 6,951 shares; 2025Q3: 6,244 shares; 2025Q4: 6,150 shares; 2026Q1: 5,220 shares; 2026Q2: 4,960 shares 4,960 $777K 0.09% -260 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,766 shares; 2025Q3: 1,766 shares; 2025Q4: 1,713 shares; 2026Q1: 1,907 shares; 2026Q2: 1,787 shares 1,787 $774K 0.09% -120 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,674 shares; 2024Q4: 2,593 shares; 2025Q1: 2,051 shares; 2025Q2: 1,865 shares; 2025Q3: 1,779 shares; 2025Q4: 1,658 shares; 2026Q1: 1,659 shares; 2026Q2: 1,553 shares 1,553 $763K 0.09% -106 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,435 shares; 2024Q4: 9,271 shares; 2025Q1: 7,620 shares; 2025Q2: 6,974 shares; 2025Q3: 6,784 shares; 2025Q4: 6,384 shares; 2026Q1: 6,527 shares; 2026Q2: 6,426 shares 6,426 $756K 0.09% -101 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,848 shares; 2026Q1: 12,663 shares; 2026Q2: 12,299 shares 12,299 $739K 0.09% -364 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,248 shares; 2024Q4: 1,254 shares; 2025Q1: 1,149 shares; 2025Q2: 1,579 shares; 2025Q3: 2,389 shares; 2025Q4: 3,130 shares; 2026Q1: 3,409 shares; 2026Q2: 3,322 shares 3,322 $724K 0.09% -87 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978 shares; 2024Q4: 1,725 shares; 2025Q1: 1,581 shares; 2025Q2: 1,465 shares; 2025Q3: 1,451 shares; 2025Q4: 1,412 shares; 2026Q1: 1,420 shares; 2026Q2: 1,373 shares 1,373 $682K 0.08% -47 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,842 shares; 2024Q4: 13,763 shares; 2025Q1: 11,834 shares; 2025Q2: 10,523 shares; 2025Q3: 9,738 shares; 2025Q4: 8,783 shares; 2026Q1: 8,810 shares; 2026Q2: 8,636 shares 8,636 $681K 0.08% -174 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 218 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 81 shares; 2026Q2: 4,842 shares 4,842 $678K 0.08% +4,761 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,930 shares; 2024Q4: 16,397 shares; 2025Q1: 14,401 shares; 2025Q2: 12,628 shares; 2025Q3: 12,075 shares; 2025Q4: 16,950 shares; 2026Q1: 16,433 shares; 2026Q2: 15,888 shares 15,888 $677K 0.08% -545 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,604 shares; 2024Q4: 3,528 shares; 2025Q1: 3,060 shares; 2025Q2: 2,773 shares; 2025Q3: 2,707 shares; 2025Q4: 2,491 shares; 2026Q1: 2,548 shares; 2026Q2: 2,455 shares 2,455 $664K 0.08% -93 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,033 shares; 2024Q4: 7,825 shares; 2025Q1: 18,162 shares; 2025Q2: 18,278 shares; 2025Q3: 18,415 shares; 2025Q4: 18,669 shares; 2026Q1: 22,237 shares; 2026Q2: 22,105 shares 22,105 $640K 0.08% -132 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 1,692 shares; 2025Q1: 1,545 shares; 2025Q2: 1,418 shares; 2025Q3: 1,387 shares; 2025Q4: 1,299 shares; 2026Q1: 1,306 shares; 2026Q2: 1,218 shares 1,218 $637K 0.08% -88 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,877 shares; 2024Q4: 3,859 shares; 2025Q1: 3,463 shares; 2025Q2: 3,197 shares; 2025Q3: 3,272 shares; 2025Q4: 3,223 shares; 2026Q1: 3,258 shares; 2026Q2: 3,290 shares 3,290 $627K 0.07% +32 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; 2024Q3: 3,874 shares; 2024Q4: 4,431 shares; 2025Q1: 4,397 shares; 2025Q2: 4,155 shares; 2025Q3: 4,091 shares; 2025Q4: 3,935 shares; 2026Q1: 3,967 shares; 2026Q2: 4,124 shares 4,124 $624K 0.07% +157 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,271 shares; 2024Q4: 13,947 shares; 2025Q1: 13,712 shares; 2025Q2: 12,721 shares; 2025Q3: 12,621 shares; 2025Q4: 11,844 shares; 2026Q1: 12,165 shares; 2026Q2: 12,164 shares 12,164 $613K 0.07% -1 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,783 shares; 2024Q4: 8,878 shares; 2025Q1: 8,891 shares; 2025Q2: 8,049 shares; 2025Q3: 7,880 shares; 2025Q4: 7,581 shares; 2026Q1: 7,627 shares; 2026Q2: 7,358 shares 7,358 $608K 0.07% -269 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,565 shares; 2024Q4: 7,483 shares; 2025Q1: 6,418 shares; 2025Q2: 5,927 shares; 2025Q3: 5,652 shares; 2025Q4: 5,279 shares; 2026Q1: 5,357 shares; 2026Q2: 5,137 shares 5,137 $607K 0.07% -220 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; 2024Q3: 169 shares; 2024Q4: 170 shares; 2025Q1: 175 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 102 shares; 2026Q1: 3,969 shares; 2026Q2: 3,842 shares 3,842 $603K 0.07% -127 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,099 shares; 2024Q4: 8,099 shares; 2025Q1: 8,040 shares; 2025Q2: 8,088 shares; 2025Q3: 8,088 shares; 2025Q4: 8,101 shares; 2026Q1: 8,140 shares; 2026Q2: 14,524 shares 14,524 $596K 0.07% +6,384 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,790 shares; 2025Q2: 4,199 shares; 2025Q3: 3,953 shares; 2025Q4: 3,664 shares; 2026Q1: 3,749 shares; 2026Q2: 3,722 shares 3,722 $592K 0.07% -27 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,076 shares; 2024Q4: 6,031 shares; 2025Q1: 5,976 shares; 2025Q2: 5,448 shares; 2025Q3: 5,443 shares; 2025Q4: 5,127 shares; 2026Q1: 5,141 shares; 2026Q2: 4,940 shares 4,940 $589K 0.07% -201 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,467 shares; 2024Q4: 4,881 shares; 2025Q1: 3,901 shares; 2025Q2: 3,653 shares; 2025Q3: 3,632 shares; 2025Q4: 3,547 shares; 2026Q1: 3,561 shares; 2026Q2: 3,504 shares 3,504 $573K 0.07% -57 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,521 shares; 2024Q4: 30,830 shares; 2025Q1: 27,769 shares; 2025Q2: 19,266 shares; 2025Q3: 10,934 shares; 2025Q4: 8,647 shares; 2026Q1: 8,479 shares; 2026Q2: 7,084 shares 7,084 $571K 0.07% -1,395 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,688 shares; 2024Q4: 7,707 shares; 2025Q1: 6,274 shares; 2025Q2: 7,806 shares; 2025Q3: 7,619 shares; 2025Q4: 7,503 shares; 2026Q1: 6,829 shares; 2026Q2: 5,733 shares 5,733 $552K 0.07% -1,096 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,327 shares; 2024Q4: 10,486 shares; 2025Q1: 10,474 shares; 2025Q2: 9,480 shares; 2025Q3: 9,090 shares; 2025Q4: 8,468 shares; 2026Q1: 8,437 shares; 2026Q2: 8,116 shares 8,116 $539K 0.06% -321 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,465 shares; 2024Q4: 9,577 shares; 2025Q1: 9,577 shares; 2025Q2: 10,074 shares; 2025Q3: 10,074 shares; 2025Q4: 10,899 shares; 2026Q1: 10,658 shares; 2026Q2: 10,713 shares 10,713 $536K 0.06% +55 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,879 shares; 2024Q4: 3,879 shares; 2025Q1: 4,045 shares; 2025Q2: 3,979 shares; 2025Q3: 3,850 shares; 2025Q4: 7,196 shares; 2026Q1: 7,748 shares; 2026Q2: 6,412 shares 6,412 $530K 0.06% -1,336 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,902 shares; 2024Q4: 16,879 shares; 2025Q1: 17,038 shares; 2025Q2: 15,702 shares; 2025Q3: 15,650 shares; 2025Q4: 14,940 shares; 2026Q1: 14,693 shares; 2026Q2: 13,593 shares 13,593 $521K 0.06% -1,100 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,314 shares; 2024Q4: 24,524 shares; 2025Q1: 21,023 shares; 2025Q2: 19,555 shares; 2025Q3: 18,890 shares; 2025Q4: 17,751 shares; 2026Q1: 18,018 shares; 2026Q2: 17,615 shares 17,615 $509K 0.06% -403 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,854 shares; 2025Q2: 10,831 shares; 2025Q3: 11,191 shares; 2025Q4: 9,806 shares; 2026Q1: 10,290 shares; 2026Q2: 10,325 shares 10,325 $495K 0.06% +35 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,113 shares; 2025Q2: 2,752 shares; 2025Q3: 2,502 shares; 2025Q4: 2,544 shares; 2026Q1: 2,451 shares; 2026Q2: 2,237 shares 2,237 $493K 0.06% -214 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,331 shares; 2024Q4: 12,212 shares; 2025Q1: 12,159 shares; 2025Q2: 11,124 shares; 2025Q3: 10,479 shares; 2025Q4: 9,880 shares; 2026Q1: 10,019 shares; 2026Q2: 9,395 shares 9,395 $487K 0.06% -624 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,943 shares; 2024Q4: 25,343 shares; 2025Q1: 23,627 shares; 2025Q2: 12,945 shares; 2025Q3: 12,945 shares; 2025Q4: 13,412 shares; 2026Q1: 11,529 shares; 2026Q2: 11,285 shares 11,285 $479K 0.06% -244 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,710 shares; 2024Q4: 3,880 shares; 2025Q1: 1,937 shares; 2025Q2: 1,895 shares; 2025Q3: 1,861 shares; 2025Q4: 1,651 shares; 2026Q1: 1,274 shares; 2026Q2: 1,274 shares 1,274 $469K 0.06% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,392 shares; 2024Q4: 7,707 shares; 2025Q1: 7,717 shares; 2025Q2: 9,693 shares; 2025Q3: 7,747 shares; 2025Q4: 7,335 shares; 2026Q1: 8,428 shares; 2026Q2: 8,268 shares 8,268 $462K 0.06% -160 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,863 shares; 2024Q4: 22,731 shares; 2025Q1: 21,303 shares; 2025Q2: 19,550 shares; 2025Q3: 19,501 shares; 2025Q4: 18,592 shares; 2026Q1: 19,225 shares; 2026Q2: 18,425 shares 18,425 $441K 0.05% -800 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,579 shares; 2024Q4: 1,579 shares; 2025Q1: not reported; 2025Q2: 4,731 shares; 2025Q3: 3,845 shares; 2025Q4: 3,843 shares; 2026Q1: 3,230 shares; 2026Q2: 2,995 shares 2,995 $438K 0.05% -235 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253 shares; 2024Q4: 307 shares; 2025Q1: 429 shares; 2025Q2: 13,009 shares; 2025Q3: 10,511 shares; 2025Q4: 10,338 shares; 2026Q1: 7,905 shares; 2026Q2: 7,153 shares 7,153 $432K 0.05% -752 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,307 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 2,307 shares; 2025Q3: 1,552 shares; 2025Q4: 1,559 shares; 2026Q1: 1,564 shares; 2026Q2: 1,567 shares 1,567 $429K 0.05% +3 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 119 shares; 2025Q2: 953 shares; 2025Q3: 827 shares; 2025Q4: 698 shares; 2026Q1: 743 shares; 2026Q2: 750 shares 750 $423K 0.05% +7 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; 2024Q3: 392 shares; 2024Q4: 631 shares; 2025Q1: 10,837 shares; 2025Q2: 10,908 shares; 2025Q3: 10,908 shares; 2025Q4: 10,566 shares; 2026Q1: 10,745 shares; 2026Q2: 15,213 shares 15,213 $421K 0.05% +4,468 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; 2024Q3: 3,952 shares; 2024Q4: 3,935 shares; 2025Q1: 3,322 shares; 2025Q2: 3,143 shares; 2025Q3: 3,213 shares; 2025Q4: 3,101 shares; 2026Q1: 3,069 shares; 2026Q2: 3,277 shares 3,277 $408K 0.05% +208 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,740 shares; 2024Q4: 37,189 shares; 2025Q1: 28,548 shares; 2025Q2: 24,256 shares; 2025Q3: 23,878 shares; 2025Q4: 22,703 shares; 2026Q1: 23,198 shares; 2026Q2: 22,708 shares 22,708 $394K 0.05% -490 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220 shares; 2026Q2: 7,200 shares 7,200 $389K 0.05% +6,980 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,167 shares; 2024Q4: 3,102 shares; 2025Q1: 2,443 shares; 2025Q2: 2,151 shares; 2025Q3: 2,039 shares; 2025Q4: 1,885 shares; 2026Q1: 1,854 shares; 2026Q2: 380 shares 380 $384K 0.05% -1,474 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; 2024Q3: 1,556 shares; 2024Q4: 4,688 shares; 2025Q1: 10,505 shares; 2025Q2: 10,552 shares; 2025Q3: 10,595 shares; 2025Q4: 10,643 shares; 2026Q1: 10,690 shares; 2026Q2: 12,334 shares 12,334 $384K 0.05% +1,644 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,710 shares; 2026Q1: 13,655 shares; 2026Q2: 9,362 shares 9,362 $383K 0.05% -4,293 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,834 shares; 2024Q4: 18,242 shares; 2025Q1: 17,213 shares; 2025Q2: 15,346 shares; 2025Q3: 14,467 shares; 2025Q4: 13,815 shares; 2026Q1: 14,210 shares; 2026Q2: 13,589 shares 13,589 $346K 0.04% -621 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302 shares; 2024Q4: 303 shares; 2025Q1: 249 shares; 2025Q2: 341 shares; 2025Q3: 451 shares; 2025Q4: 452 shares; 2026Q1: 453 shares; 2026Q2: 452 shares 452 $333K 0.04% -1 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 898 shares; 2026Q1: 899 shares; 2026Q2: 900 shares 900 $329K 0.04% +1 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 500 shares; 2025Q1: 477 shares; 2025Q2: 784 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 968 shares; 2026Q2: 858 shares 858 $324K 0.04% -110 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,897 shares; 2025Q4: 2,897 shares; 2026Q1: 3,185 shares; 2026Q2: 10,844 shares 10,844 $319K 0.04% +7,659 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 704 shares; 2025Q1: 707 shares; 2025Q2: 1,093 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 1,106 shares; 2026Q2: 1,037 shares 1,037 $314K 0.04% -69 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,254 shares; 2025Q1: 6,434 shares; 2025Q2: 5,876 shares; 2025Q3: 5,652 shares; 2025Q4: 5,466 shares; 2026Q1: 5,484 shares; 2026Q2: 5,076 shares 5,076 $312K 0.04% -408 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; 2024Q3: 2,729 shares; 2024Q4: 5,491 shares; 2025Q1: 5,504 shares; 2025Q2: 6,781 shares; 2025Q3: 6,802 shares; 2025Q4: 6,833 shares; 2026Q1: 6,173 shares; 2026Q2: 8,575 shares 8,575 $310K 0.04% +2,402 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 2,159 shares; 2025Q3: 2,253 shares; 2025Q4: 2,109 shares; 2026Q1: 2,140 shares; 2026Q2: 2,126 shares 2,126 $304K 0.04% -14 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 147 shares; 2025Q1: 189 shares; 2025Q2: 297 shares; 2025Q3: 294 shares; 2025Q4: 274 shares; 2026Q1: 275 shares; 2026Q2: 249 shares 249 $298K 0.04% -26 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,846 shares; 2024Q4: 1,846 shares; 2025Q1: 1,846 shares; 2025Q2: 1,846 shares; 2025Q3: 1,686 shares; 2025Q4: 3,398 shares; 2026Q1: 3,402 shares; 2026Q2: 3,417 shares 3,417 $292K 0.03% +15 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 997 shares; 2024Q4: 999 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 679 shares; 2025Q4: 621 shares; 2026Q1: 622 shares; 2026Q2: 3,292 shares 3,292 $289K 0.03% +2,670 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: 446 shares; 2025Q1: 448 shares; 2025Q2: 431 shares; 2025Q3: 432 shares; 2025Q4: 408 shares; 2026Q1: 409 shares; 2026Q2: 390 shares 390 $274K 0.03% -19 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 85 shares; 2025Q2: 268 shares; 2025Q3: 208 shares; 2025Q4: 241 shares; 2026Q1: 262 shares; 2026Q2: 637 shares 637 $268K 0.03% +375 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 578 shares; 2024Q4: 581 shares; 2025Q1: 673 shares; 2025Q2: 734 shares; 2025Q3: 740 shares; 2025Q4: 741 shares; 2026Q1: 2,110 shares; 2026Q2: 1,096 shares 1,096 $266K 0.03% -1,014 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,020 shares; 2024Q4: 4,188 shares; 2025Q1: 3,900 shares; 2025Q2: 3,851 shares; 2025Q3: 1,939 shares; 2025Q4: 1,947 shares; 2026Q1: 1,955 shares; 2026Q2: 1,634 shares 1,634 $259K 0.03% -321 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655 shares; 2024Q4: 656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 255 shares; 2026Q2: 220 shares 220 $254K 0.03% -35 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536 shares; 2024Q4: 536 shares; 2025Q1: 825 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 782 shares; 2026Q1: 791 shares; 2026Q2: 839 shares 839 $250K 0.03% +48 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,990 shares; 2024Q4: 2,310 shares; 2025Q1: 2,715 shares; 2025Q2: 3,169 shares; 2025Q3: 3,185 shares; 2025Q4: 4,956 shares; 2026Q1: 4,183 shares; 2026Q2: 4,187 shares 4,187 $250K 0.03% +4 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,373 shares; 2024Q4: 3,735 shares; 2025Q1: 2,979 shares; 2025Q2: 2,979 shares; 2025Q3: 2,979 shares; 2025Q4: 3,015 shares; 2026Q1: 2,731 shares; 2026Q2: 2,080 shares 2,080 $248K 0.03% -651 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476 shares; 2026Q2: 4,170 shares 4,170 $243K 0.03% +3,694 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,008 shares; 2024Q4: 6,142 shares; 2025Q1: 2,332 shares; 2025Q2: 1,765 shares; 2025Q3: 592 shares; 2025Q4: 1,183 shares; 2026Q1: 1,185 shares; 2026Q2: 1,269 shares 1,269 $242K 0.03% +84 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,368 shares; 2025Q4: 1,518 shares; 2026Q1: 1,529 shares; 2026Q2: 1,523 shares 1,523 $231K 0.03% -6 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 1,680 shares; 2025Q3: 1,685 shares; 2025Q4: 1,690 shares; 2026Q1: 1,694 shares; 2026Q2: 1,698 shares 1,698 $225K 0.03% +4 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,948 shares; 2025Q3: 3,463 shares; 2025Q4: 2,922 shares; 2026Q1: 2,693 shares; 2026Q2: 2,654 shares 2,654 $219K 0.03% -39 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,022 shares; 2024Q4: 8,076 shares; 2025Q1: 8,135 shares; 2025Q2: 8,224 shares; 2025Q3: 8,315 shares; 2025Q4: 8,408 shares; 2026Q1: 8,408 shares; 2026Q2: 8,409 shares 8,409 $210K 0.03% +1 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420 shares; 2026Q1: 559 shares; 2026Q2: 1,327 shares 1,327 $199K 0.02% +768 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,710 shares; 2024Q4: 1,677 shares; 2025Q1: 785 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares; 2026Q1: 840 shares; 2026Q2: 910 shares 910 $197K 0.02% +70 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,201 shares; 2024Q4: 516 shares; 2025Q1: 505 shares; 2025Q2: 507 shares; 2025Q3: 508 shares; 2025Q4: 510 shares; 2026Q1: 511 shares; 2026Q2: 479 shares 479 $196K 0.02% -32 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,685 shares; 2024Q4: 2,685 shares; 2025Q1: 2,687 shares; 2025Q2: 2,531 shares; 2025Q3: 2,531 shares; 2025Q4: 2,531 shares; 2026Q1: 2,531 shares; 2026Q2: 2,531 shares 2,531 $191K 0.02% 0 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,264 shares; 2026Q1: 1,234 shares; 2026Q2: 2,221 shares 2,221 $189K 0.02% +987 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 200 shares; 2025Q2: 10,736 shares; 2025Q3: 7,446 shares; 2025Q4: 7,160 shares; 2026Q1: 4,711 shares; 2026Q2: 3,612 shares 3,612 $189K 0.02% -1,099 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930,869 shares; 2024Q4: 1,016,207 shares; 2025Q1: 1,047,489 shares; 2025Q2: 1,054,279 shares; 2025Q3: 1,083,576 shares; 2025Q4: 1,189,868 shares; 2026Q1: 1,250,326 shares; 2026Q2: 8,360 shares 8,360 $185K 0.02% -1,241,966 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,116 shares; 2024Q4: 10,405 shares; 2025Q1: 7,258 shares; 2025Q2: 7,337 shares; 2025Q3: 8,894 shares; 2025Q4: 7,520 shares; 2026Q1: 7,572 shares; 2026Q2: 7,651 shares 7,651 $185K 0.02% +79 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; 2024Q3: 4,330 shares; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: 4,270 shares; 2025Q3: 4,270 shares; 2025Q4: 4,346 shares; 2026Q1: 4,346 shares; 2026Q2: 4,397 shares 4,397 $179K 0.02% +51 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146 shares; 2026Q1: 2,946 shares; 2026Q2: 2,946 shares 2,946 $170K 0.02% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,293 shares; 2024Q4: 8,068 shares; 2025Q1: 7,436 shares; 2025Q2: 7,448 shares; 2025Q3: 5,637 shares; 2025Q4: 5,491 shares; 2026Q1: 3,053 shares; 2026Q2: 2,671 shares 2,671 $163K 0.02% -382 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,072 shares; 2026Q2: 1,061 shares 1,061 $163K 0.02% -11 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 574 shares; 2024Q4: 574 shares; 2025Q1: 1,019 shares; 2025Q2: 659 shares; 2025Q3: 1,146 shares; 2025Q4: 1,143 shares; 2026Q1: 1,376 shares; 2026Q2: 1,158 shares 1,158 $158K 0.02% -218 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 52 shares; 2026Q1: 58 shares; 2026Q2: 523 shares 523 $158K 0.02% +465 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,576 shares; 2024Q4: 146,733 shares; 2025Q1: 155,760 shares; 2025Q2: 162,799 shares; 2025Q3: 169,600 shares; 2025Q4: 179,323 shares; 2026Q1: 9,662 shares; 2026Q2: 6,872 shares 6,872 $157K 0.02% -2,790 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,029 shares 2,029 $153K 0.02% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,733 shares; 2024Q4: 1,733 shares; 2025Q1: 1,733 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares; 2025Q4: 1,841 shares; 2026Q1: 1,858 shares; 2026Q2: 1,845 shares 1,845 $150K 0.02% -13 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 140 shares; 2026Q2: 194 shares 194 $145K 0.02% +54 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 368 shares; 2025Q2: 586 shares; 2025Q3: 589 shares; 2025Q4: 593 shares; 2026Q1: 566 shares; 2026Q2: 528 shares 528 $143K 0.02% -38 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 973 shares; 2026Q1: 1,382 shares; 2026Q2: 1,382 shares 1,382 $141K 0.02% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 253 shares; 2026Q2: 279 shares 279 $137K 0.02% +26 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 719 shares; 2025Q4: 475 shares; 2026Q1: 1,492 shares; 2026Q2: 1,387 shares 1,387 $134K 0.02% -105 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 1,084 shares; 2025Q4: 1,537 shares; 2026Q1: 1,359 shares; 2026Q2: 1,370 shares 1,370 $132K 0.02% +11 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 645 shares; 2025Q2: 4,047 shares; 2025Q3: 2,808 shares; 2025Q4: 1,193 shares; 2026Q1: 1,233 shares; 2026Q2: 1,289 shares 1,289 $132K 0.02% +56 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132 shares; 2025Q2: 777 shares; 2025Q3: 883 shares; 2025Q4: 889 shares; 2026Q1: 635 shares; 2026Q2: 1,605 shares 1,605 $129K 0.02% +970 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,952 shares 1,952 $128K 0.02% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,116 shares; 2024Q4: 5,428 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares; 2025Q3: 2,069 shares; 2025Q4: 2,070 shares; 2026Q1: 2,444 shares; 2026Q2: 2,073 shares 2,073 $118K 0.01% -371 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,393 shares; 2026Q1: 1,395 shares; 2026Q2: 1,402 shares 1,402 $117K 0.01% +7 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 393 shares; 2025Q1: 377 shares; 2025Q2: 848 shares; 2025Q3: 851 shares; 2025Q4: 874 shares; 2026Q1: 669 shares; 2026Q2: 512 shares 512 $115K 0.01% -157 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392 shares; 2024Q4: 616 shares; 2025Q1: 468 shares; 2025Q2: 492 shares; 2025Q3: 453 shares; 2025Q4: 455 shares; 2026Q1: 351 shares; 2026Q2: 378 shares 378 $114K 0.01% +27 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 943 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares; 2026Q2: 902 shares 902 $105K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,496 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,498 shares; 2025Q4: 1,500 shares; 2026Q1: 1,490 shares; 2026Q2: 1,490 shares 1,490 $105K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,069 shares; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,069 shares; 2025Q3: 1,073 shares; 2025Q4: 1,078 shares; 2026Q1: 1,082 shares; 2026Q2: 1,086 shares 1,086 $105K 0.01% +4 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,727 shares 5,727 $98.9K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 238 shares; 2026Q2: 287 shares 287 $97.9K 0.01% +49 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,751 shares; 2024Q4: 10,725 shares; 2025Q1: 69 shares; 2025Q2: not reported; 2025Q3: 1,088 shares; 2025Q4: 1,155 shares; 2026Q1: 1,163 shares; 2026Q2: 1,170 shares 1,170 $97.8K 0.01% +7 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 535 shares; 2025Q1: 735 shares; 2025Q2: 1,557 shares; 2025Q3: 822 shares; 2025Q4: 835 shares; 2026Q1: 1,000 shares; 2026Q2: 681 shares 681 $95.1K 0.01% -319 Timeline FRNW FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,743 shares; 2024Q4: 3,743 shares; 2025Q1: 3,743 shares; 2025Q2: 3,743 shares; 2025Q3: 3,759 shares; 2025Q4: 3,767 shares; 2026Q1: 3,769 shares; 2026Q2: 3,790 shares 3,790 $92.4K 0.01% +21 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 322 shares; 2026Q1: 323 shares; 2026Q2: 266 shares 266 $91.6K 0.01% -57 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391 shares; 2024Q4: 901 shares; 2025Q1: 576 shares; 2025Q2: 518 shares; 2025Q3: 620 shares; 2025Q4: 621 shares; 2026Q1: 642 shares; 2026Q2: 611 shares 611 $89.6K 0.01% -31 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,670 shares; 2024Q4: 2,554 shares; 2025Q1: 638 shares; 2025Q2: 640 shares; 2025Q3: 582 shares; 2025Q4: 531 shares; 2026Q1: 532 shares; 2026Q2: 477 shares 477 $88.2K 0.01% -55 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,056 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $87.6K 0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,519 shares; 2024Q4: 3,388 shares; 2025Q1: 3,388 shares; 2025Q2: 3,388 shares; 2025Q3: 3,388 shares; 2025Q4: 2,396 shares; 2026Q1: 2,396 shares; 2026Q2: 2,289 shares 2,289 $87.5K 0.01% -107 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305 shares; 2026Q2: 378 shares 378 $85.8K 0.01% +73 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 237 shares; 2025Q3: 240 shares; 2025Q4: 229 shares; 2026Q1: 230 shares; 2026Q2: 228 shares 228 $85.5K 0.01% -2 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,259 shares; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 254 shares; 2025Q3: 209 shares; 2025Q4: 210 shares; 2026Q1: 212 shares; 2026Q2: 266 shares 266 $83.6K 0.01% +54 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 729 shares; 2026Q1: 403 shares; 2026Q2: 921 shares 921 $83.6K 0.01% +518 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 1,149 shares; 2025Q3: 1,157 shares; 2025Q4: 1,165 shares; 2026Q1: 794 shares; 2026Q2: 640 shares 640 $81K 0.01% -154 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 883 shares; 2026Q1: 887 shares; 2026Q2: 899 shares 899 $79.6K 0.01% +12 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,165 shares; 2024Q4: 1,416 shares; 2025Q1: 1,416 shares; 2025Q2: 1,417 shares; 2025Q3: 1,168 shares; 2025Q4: 1,172 shares; 2026Q1: 1,174 shares; 2026Q2: 1,151 shares 1,151 $79.3K 0.01% -23 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 915 shares 915 $77.7K 0.01% +900 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: 972 shares; 2025Q4: 938 shares; 2026Q1: 1,311 shares; 2026Q2: 954 shares 954 $74.3K 0.01% -357 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 89 shares; 2025Q2: 209 shares; 2025Q3: 200 shares; 2025Q4: 201 shares; 2026Q1: 205 shares; 2026Q2: 204 shares 204 $73.9K 0.01% -1 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,157 shares; 2025Q4: 12,157 shares; 2026Q1: 12,157 shares; 2026Q2: 12,451 shares 12,451 $72.6K 0.01% +294 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 569 shares; 2025Q1: 8 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 224 shares; 2026Q2: 209 shares 209 $70.7K 0.01% -15 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 192 shares; 2025Q1: 145 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 178 shares; 2026Q1: 190 shares; 2026Q2: 170 shares 170 $70.7K 0.01% -20 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 744 shares; 2025Q4: 744 shares; 2026Q1: 744 shares; 2026Q2: 744 shares 744 $70K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 2,116 shares; 2025Q3: 1,171 shares; 2025Q4: 834 shares; 2026Q1: 878 shares; 2026Q2: 649 shares 649 $67.2K 0.01% -229 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,507 shares; 2024Q4: 1,857 shares; 2025Q1: 2,167 shares; 2025Q2: 1,812 shares; 2025Q3: 1,517 shares; 2025Q4: 1,520 shares; 2026Q1: 1,549 shares; 2026Q2: 1,543 shares 1,543 $65.3K 0.01% -6 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 13 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 88 shares 88 $63.4K 0.01% -12 Timeline VGNT VERSIGENT PLC More: the full row for VERSIGENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,506 shares 1,506 $63.3K 0.01% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 597 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 570 shares; 2025Q3: 571 shares; 2025Q4: 572 shares; 2026Q1: 573 shares; 2026Q2: 574 shares 574 $62.8K 0.01% +1 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 601 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $62.5K 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; 2024Q3: 30 shares; 2024Q4: 24 shares; 2025Q1: 414 shares; 2025Q2: 940 shares; 2025Q3: 815 shares; 2025Q4: 822 shares; 2026Q1: 274 shares; 2026Q2: 261 shares 261 $61.8K 0.01% -13 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,439 shares; 2024Q4: 206,230 shares; 2025Q1: 4,018 shares; 2025Q2: 4,044 shares; 2025Q3: 2,113 shares; 2025Q4: 2,135 shares; 2026Q1: 1,393 shares; 2026Q2: 1,409 shares 1,409 $61.5K 0.01% +16 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 315 shares; 2026Q1: 280 shares; 2026Q2: 194 shares 194 $61K 0.01% -86 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 771 shares; 2026Q1: 618 shares; 2026Q2: 525 shares 525 $60.7K 0.01% -93 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 165 shares; 2025Q2: 160 shares; 2025Q3: 205 shares; 2025Q4: 191 shares; 2026Q1: 229 shares; 2026Q2: 156 shares 156 $58.2K 0.01% -73 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,980 shares; 2025Q4: 1,980 shares; 2026Q1: 1,986 shares; 2026Q2: 1,991 shares 1,991 $57.7K 0.01% +5 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333,851 shares; 2024Q4: 331,739 shares; 2025Q1: 319,290 shares; 2025Q2: 3,396 shares; 2025Q3: 3,183 shares; 2025Q4: 3,219 shares; 2026Q1: 2,275 shares; 2026Q2: 2,301 shares 2,301 $57.2K 0.01% +26 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,059 shares; 2025Q3: 3,059 shares; 2025Q4: 3,823 shares; 2026Q1: 2,686 shares; 2026Q2: 2,693 shares 2,693 $55.2K 0.01% +7 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 84 shares; 2025Q2: 362 shares; 2025Q3: 88 shares; 2025Q4: 882 shares; 2026Q1: 1,091 shares; 2026Q2: 760 shares 760 $54.3K 0.01% -331 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 357 shares; 2025Q2: 286 shares; 2025Q3: 287 shares; 2025Q4: 289 shares; 2026Q1: 305 shares; 2026Q2: 292 shares 292 $54K 0.01% -13 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 346 shares; 2025Q4: 348 shares; 2026Q1: 348 shares; 2026Q2: 349 shares 349 $53.5K 0.01% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 32 shares; 2025Q2: 28 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 57 shares; 2026Q2: 44 shares 44 $51.8K 0.01% -13 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,524 shares; 2025Q4: 1,544 shares; 2026Q1: 1,565 shares; 2026Q2: 1,583 shares 1,583 $50.7K 0.01% +18 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 226 shares; 2026Q1: 227 shares; 2026Q2: 227 shares 227 $50.6K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301 shares; 2026Q2: 301 shares 301 $49.4K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 53 shares; 2025Q3: 52 shares; 2025Q4: 54 shares; 2026Q1: 111 shares; 2026Q2: 123 shares 123 $48.9K 0.01% +12 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 650 shares; 2025Q4: 662 shares; 2026Q1: not reported; 2026Q2: 630 shares 630 $48.9K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323 shares; 2024Q4: 262 shares; 2025Q1: 318 shares; 2025Q2: 262 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 270 shares; 2026Q2: 269 shares 269 $48.4K 0.01% -1 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 281 shares; 2026Q1: 283 shares; 2026Q2: 285 shares 285 $48.3K 0.01% +2 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 750 shares 750 $46.4K 0.01% +745 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 495 shares; 2026Q1: 497 shares; 2026Q2: 498 shares 498 $45.2K 0.01% +1 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 1,725 shares; 2026Q2: 1,670 shares 1,670 $44.9K 0.01% -55 Timeline LINE LINEAGE INC More: the full row for LINEAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,061 shares; 2024Q4: 3,061 shares; 2025Q1: 3,061 shares; 2025Q2: 3,576 shares; 2025Q3: 5,219 shares; 2025Q4: 5,287 shares; 2026Q1: 2,116 shares; 2026Q2: 1,036 shares 1,036 $44.8K 0.01% -1,080 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 364 shares; 2025Q1: 363 shares; 2025Q2: 373 shares; 2025Q3: 395 shares; 2025Q4: 415 shares; 2026Q1: 441 shares; 2026Q2: 448 shares 448 $43.1K 0.01% +7 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 460 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,900 shares; 2025Q4: 1,913 shares; 2026Q1: 503 shares; 2026Q2: 468 shares 468 $42.9K 0.01% -35 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127 shares; 2026Q2: 761 shares 761 $42.4K 0.01% +634 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 35 shares; 2026Q2: 25 shares 25 $42.4K 0.01% -10 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 856 shares; 2025Q3: 859 shares; 2025Q4: 870 shares; 2026Q1: 876 shares; 2026Q2: 885 shares 885 $41.9K <0.01% +9 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 327 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 193 shares 193 $41.1K <0.01% +1 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 130 shares 130 $39.4K <0.01% +118 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83 shares; 2026Q2: 76 shares 76 $39.2K <0.01% -7 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 125 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 123 shares; 2026Q1: 140 shares; 2026Q2: 124 shares 124 $38.8K <0.01% -16 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 526 shares 526 $38.3K <0.01% +3 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 457 shares; 2025Q4: 458 shares; 2026Q1: 460 shares; 2026Q2: 449 shares 449 $38.3K <0.01% -11 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 177 shares; 2026Q1: 178 shares; 2026Q2: 178 shares 178 $37.8K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,891 shares; 2024Q4: 1,908 shares; 2025Q1: 400 shares; 2025Q2: 500 shares; 2025Q3: 485 shares; 2025Q4: 477 shares; 2026Q1: 643 shares; 2026Q2: 486 shares 486 $37.7K <0.01% -157 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 649 shares 649 $37.3K <0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 32 shares; 2026Q1: 34 shares; 2026Q2: 26 shares 26 $36K <0.01% -8 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; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 328 shares; 2025Q3: 329 shares; 2025Q4: 330 shares; 2026Q1: 331 shares; 2026Q2: 332 shares 332 $35.8K <0.01% +1 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 158 shares; 2026Q1: 173 shares; 2026Q2: 159 shares 159 $35.6K <0.01% -14 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 401 shares; 2025Q4: 403 shares; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $35.5K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $35.1K <0.01% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 301 shares; 2025Q4: 302 shares; 2026Q1: 303 shares; 2026Q2: 305 shares 305 $35K <0.01% +2 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103 shares; 2026Q1: 241 shares; 2026Q2: 418 shares 418 $34.6K <0.01% +177 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 135 shares; 2026Q2: 131 shares 131 $34.2K <0.01% -4 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 245 shares 245 $33.7K <0.01% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 252 shares 252 $33.6K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 223 shares; 2026Q2: 124 shares 124 $33.3K <0.01% -99 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; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 298 shares; 2025Q4: 300 shares; 2026Q1: 303 shares; 2026Q2: 305 shares 305 $32.9K <0.01% +2 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $32K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 80 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 188 shares; 2025Q4: 189 shares; 2026Q1: 238 shares; 2026Q2: 191 shares 191 $31.8K <0.01% -47 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 623 shares; 2026Q1: 2,867 shares; 2026Q2: 624 shares 624 $31.3K <0.01% -2,243 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $30.5K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 113 shares; 2026Q2: 141 shares 141 $30K <0.01% +28 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 737 shares; 2026Q2: 737 shares 737 $29.9K <0.01% 0 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,746 shares 2,746 $29.4K <0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 133 shares; 2026Q1: 138 shares; 2026Q2: 115 shares 115 $29.4K <0.01% -23 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 31 shares; 2026Q2: 30 shares 30 $29.1K <0.01% -1 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 55 shares 55 $28.8K <0.01% +37 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42 shares 42 $27.5K <0.01% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120 shares 120 $27K <0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 125 shares; 2025Q4: 137 shares; 2026Q1: 221 shares; 2026Q2: 274 shares 274 $26.9K <0.01% +53 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 55 shares; 2025Q2: 51 shares; 2025Q3: 53 shares; 2025Q4: 51 shares; 2026Q1: 68 shares; 2026Q2: 52 shares 52 $26.8K <0.01% -16 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 533 shares; 2026Q1: 539 shares; 2026Q2: 544 shares 544 $26.7K <0.01% +5 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 69 shares; 2025Q1: 162 shares; 2025Q2: 49 shares; 2025Q3: 74 shares; 2025Q4: 65 shares; 2026Q1: 77 shares; 2026Q2: 65 shares 65 $26.4K <0.01% -12 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 711 shares; 2024Q4: 705 shares; 2025Q1: 685 shares; 2025Q2: 682 shares; 2025Q3: 543 shares; 2025Q4: 530 shares; 2026Q1: 526 shares; 2026Q2: 420 shares 420 $26.4K <0.01% -106 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119 shares 119 $26.3K <0.01% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 748 shares; 2026Q2: 390 shares 390 $25.9K <0.01% -358 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 160 shares 160 $25.6K <0.01% +158 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 332 shares; 2026Q2: 328 shares 328 $25.5K <0.01% -4 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 208 shares 208 $24.4K <0.01% +205 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,112 shares; 2025Q4: 1,130 shares; 2026Q1: 1,153 shares; 2026Q2: 1,174 shares 1,174 $24.1K <0.01% +21 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 152 shares 152 $24.1K <0.01% +1 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 112 shares; 2026Q1: 117 shares; 2026Q2: 113 shares 113 $23.6K <0.01% -4 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 242 shares; 2025Q4: 238 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $22.9K <0.01% 0 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,381 shares; 2025Q3: 1,381 shares; 2025Q4: 2,381 shares; 2026Q1: 2,381 shares; 2026Q2: 1,694 shares 1,694 $22.7K <0.01% -687 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 1,006 shares; 2025Q1: 1,297 shares; 2025Q2: 1,006 shares; 2025Q3: 1,045 shares; 2025Q4: 1,143 shares; 2026Q1: 1,351 shares; 2026Q2: 1,083 shares 1,083 $22.4K <0.01% -268 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $22.2K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 193 shares; 2026Q2: 161 shares 161 $21.3K <0.01% -32 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 141 shares; 2025Q3: 150 shares; 2025Q4: 156 shares; 2026Q1: 245 shares; 2026Q2: 168 shares 168 $21.3K <0.01% -77 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 309 shares; 2026Q2: 293 shares 293 $21.1K <0.01% -16 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 1,112 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares; 2026Q1: 1,112 shares; 2026Q2: 1,112 shares 1,112 $21K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 581 shares 581 $20.6K <0.01% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 203 shares 203 $20.4K <0.01% new Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $19K <0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 65 shares; 2026Q2: 63 shares 63 $19K <0.01% -2 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: 125 shares; 2025Q3: 126 shares; 2025Q4: 127 shares; 2026Q1: 128 shares; 2026Q2: 110 shares 110 $18.6K <0.01% -18 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $18.5K <0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 241 shares; 2026Q1: 241 shares; 2026Q2: 241 shares 241 $18.3K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 35 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 33 shares; 2026Q1: 46 shares; 2026Q2: 82 shares 82 $17.9K <0.01% +36 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,479 shares; 2024Q4: 2,656 shares; 2025Q1: 2,443 shares; 2025Q2: 2,835 shares; 2025Q3: 2,719 shares; 2025Q4: 273 shares; 2026Q1: 189 shares; 2026Q2: 87 shares 87 $17.8K <0.01% -102 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47 shares 47 $17.8K <0.01% new Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 417 shares 417 $17.6K <0.01% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 35 shares; 2025Q4: 33 shares; 2026Q1: 35 shares; 2026Q2: 140 shares 140 $17.4K <0.01% +105 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 251 shares 251 $17.2K <0.01% new Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95 shares 95 $17.1K <0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $16.7K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 11 shares; 2026Q1: 17 shares; 2026Q2: 12 shares 12 $16.6K <0.01% -5 Timeline XE X-ENERGY INC More: the full row for X-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $16.5K <0.01% new Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 103 shares; 2025Q1: 143 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 156 shares; 2026Q1: 210 shares; 2026Q2: 186 shares 186 $16.5K <0.01% -24 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 19 shares; 2025Q1: 17 shares; 2025Q2: 24 shares; 2025Q3: 25 shares; 2025Q4: 35 shares; 2026Q1: 73 shares; 2026Q2: 44 shares 44 $16.5K <0.01% -29 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 28 shares; 2026Q1: 38 shares; 2026Q2: 42 shares 42 $16.4K <0.01% +4 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 235 shares; 2025Q1: 30 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 29 shares; 2026Q1: 62 shares; 2026Q2: 32 shares 32 $16.4K <0.01% -30 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28 shares; 2026Q2: 140 shares 140 $16.3K <0.01% +112 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 237 shares 237 $16.1K <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; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 122 shares 122 $16.1K <0.01% +1 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 144 shares; 2026Q1: 163 shares; 2026Q2: 139 shares 139 $15.8K <0.01% -24 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 64 shares 64 $15.7K <0.01% +62 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 29 shares; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 44 shares; 2026Q2: 52 shares 52 $15.7K <0.01% +8 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 41 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 116 shares 116 $15.6K <0.01% +99 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 67 shares 67 $15.4K <0.01% +57 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 123 shares; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: 34 shares; 2026Q2: 85 shares 85 $15.4K <0.01% +51 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 69 shares 69 $15.2K <0.01% +46 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $15.2K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 221 shares 221 $15.1K <0.01% new Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 48 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 179 shares 179 $15K <0.01% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 64 shares 64 $14.5K <0.01% +62 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 591 shares; 2025Q1: 591 shares; 2025Q2: 4,215 shares; 2025Q3: 4,256 shares; 2025Q4: 4,298 shares; 2026Q1: 4,681 shares; 2026Q2: 448 shares 448 $14.2K <0.01% -4,233 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 187 shares 187 $14.2K <0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 41 shares 41 $14K <0.01% +20 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $14K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 6,762 shares; 2025Q3: 3,942 shares; 2025Q4: 55 shares; 2026Q1: 82 shares; 2026Q2: 1,000 shares 1,000 $13.9K <0.01% +918 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 145 shares; 2025Q2: 1,506 shares; 2025Q3: 1,260 shares; 2025Q4: 1,297 shares; 2026Q1: 949 shares; 2026Q2: 320 shares 320 $13.8K <0.01% -629 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 5 shares; 2025Q3: 4 shares; 2025Q4: 6 shares; 2026Q1: 9 shares; 2026Q2: 12 shares 12 $13.7K <0.01% +3 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302 shares; 2026Q1: 407 shares; 2026Q2: 407 shares 407 $13.6K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 286 shares; 2026Q1: 301 shares; 2026Q2: 290 shares 290 $13.5K <0.01% -11 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $13.4K <0.01% 0 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 189 shares; 2026Q1: 279 shares; 2026Q2: 176 shares 176 $13.3K <0.01% -103 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 520 shares; 2025Q2: 65,528 shares; 2025Q3: 71,165 shares; 2025Q4: 600 shares; 2026Q1: 725 shares; 2026Q2: 543 shares 543 $13.3K <0.01% -182 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 179 shares; 2026Q1: 185 shares; 2026Q2: 183 shares 183 $13.3K <0.01% -2 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 174 shares; 2025Q3: 176 shares; 2025Q4: 127 shares; 2026Q1: 138 shares; 2026Q2: 127 shares 127 $13.1K <0.01% -11 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 165 shares; 2025Q3: 166 shares; 2025Q4: 167 shares; 2026Q1: 177 shares; 2026Q2: 170 shares 170 $13K <0.01% -7 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 102 shares; 2025Q3: 153 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 157 shares 157 $12.9K <0.01% +2 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 12 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46 shares 46 $12.9K <0.01% new Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48 shares 48 $12.8K <0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 13 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 2 shares; 2026Q1: 12 shares; 2026Q2: 54 shares 54 $12.8K <0.01% +42 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 151 shares; 2025Q1: 192 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80 shares 80 $12.8K <0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 4 shares; 2026Q2: 10 shares 10 $12.8K <0.01% +6 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 245 shares 245 $12.5K <0.01% +239 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 51 shares; 2025Q1: 55 shares; 2025Q2: 37 shares; 2025Q3: 36 shares; 2025Q4: 57 shares; 2026Q1: 76 shares; 2026Q2: 57 shares 57 $12.5K <0.01% -19 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,032 shares; 2025Q3: 952 shares; 2025Q4: 1,058 shares; 2026Q1: 1,082 shares; 2026Q2: 104 shares 104 $12.4K <0.01% -978 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,160 shares; 2025Q2: 620 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 178 shares; 2026Q2: 237 shares 237 $12.4K <0.01% +59 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 68 shares; 2025Q3: 80 shares; 2025Q4: 104 shares; 2026Q1: 144 shares; 2026Q2: 200 shares 200 $12.4K <0.01% +56 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 31 shares; 2025Q2: 22 shares; 2025Q3: 26 shares; 2025Q4: 47 shares; 2026Q1: 72 shares; 2026Q2: 109 shares 109 $12.4K <0.01% +37 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142 shares; 2024Q4: 140 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 90 shares; 2026Q1: 93 shares; 2026Q2: 124 shares 124 $12.3K <0.01% +31 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91 shares; 2026Q1: 131 shares; 2026Q2: 218 shares 218 $12.2K <0.01% +87 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 47 shares; 2026Q1: 104 shares; 2026Q2: 50 shares 50 $11.9K <0.01% -54 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466 shares; 2024Q4: 465 shares; 2025Q1: 74 shares; 2025Q2: 63 shares; 2025Q3: 69 shares; 2025Q4: 88 shares; 2026Q1: 134 shares; 2026Q2: 76 shares 76 $11.8K <0.01% -58 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 87 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $11.7K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 9 shares; 2026Q1: 16 shares; 2026Q2: 127 shares 127 $11.7K <0.01% +111 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 53 shares 53 $11.7K <0.01% +39 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares; 2026Q2: 140 shares 140 $11.5K <0.01% +102 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 149 shares 149 $11.4K <0.01% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 179 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: 169 shares 169 $11.3K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 21 shares; 2025Q3: 22 shares; 2025Q4: 30 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $11.2K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $11.2K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $11.2K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 72 shares; 2025Q4: 74 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $11.2K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 25 shares 25 $11.2K <0.01% +5 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 12 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 21 shares 21 $11.1K <0.01% +12 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45 shares 45 $10.9K <0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares 60 $10.8K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 583 shares; 2025Q3: 636 shares; 2025Q4: 575 shares; 2026Q1: 580 shares; 2026Q2: 675 shares 675 $10.7K <0.01% +95 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 415 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 319 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31 shares 31 $10.6K <0.01% new Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209 shares 209 $10.5K <0.01% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 87 shares 87 $10.4K <0.01% +1 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 243 shares 243 $10.3K <0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 248 shares; 2025Q3: 96 shares; 2025Q4: 97 shares; 2026Q1: 167 shares; 2026Q2: 98 shares 98 $10.2K <0.01% -69 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 121 shares 121 $10.2K <0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $10.2K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 19 shares; 2025Q2: 23 shares; 2025Q3: 37 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 114 shares 114 $10.1K <0.01% +100 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 38 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 39 shares; 2025Q4: 45 shares; 2026Q1: 61 shares; 2026Q2: 49 shares 49 $10K <0.01% -12 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $10K <0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 49 shares; 2025Q3: 50 shares; 2025Q4: 49 shares; 2026Q1: 75 shares; 2026Q2: 50 shares 50 $9.98K <0.01% -25 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58 shares 58 $9.97K <0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 206 shares 206 $9.89K <0.01% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 243 shares; 2026Q1: 246 shares; 2026Q2: 249 shares 249 $9.73K <0.01% +3 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: 81 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 254 shares 254 $9.66K <0.01% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares 34 $9.63K <0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 133 shares 133 $9.57K <0.01% +127 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 23 shares; 2025Q3: 24 shares; 2025Q4: 36 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $9.56K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 205 shares; 2025Q4: 103 shares; 2026Q1: 104 shares; 2026Q2: 105 shares 105 $9.54K <0.01% +1 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 20 shares; 2026Q1: 42 shares; 2026Q2: 21 shares 21 $9.51K <0.01% -21 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $9.44K <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares 60 $9.06K <0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 131 shares; 2025Q2: 75 shares; 2025Q3: 76 shares; 2025Q4: 77 shares; 2026Q1: 78 shares; 2026Q2: 79 shares 79 $8.97K <0.01% +1 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 10 shares; 2026Q1: 14 shares; 2026Q2: 16 shares 16 $8.96K <0.01% +2 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84 shares; 2026Q2: 47 shares 47 $8.91K <0.01% -37 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,042 shares; 2024Q4: 2,018 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 21 shares 21 $8.73K <0.01% +10 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,487 shares 1,487 $8.64K <0.01% new Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229 shares; 2026Q1: 321 shares; 2026Q2: 230 shares 230 $8.59K <0.01% -91 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46 shares 46 $8.52K <0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $8.39K <0.01% new Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 93 shares; 2026Q2: 71 shares 71 $8.33K <0.01% -22 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 211 shares; 2026Q2: 200 shares 200 $8.26K <0.01% -11 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $8.08K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $7.93K <0.01% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 46 shares; 2025Q1: 49 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 75 shares; 2026Q2: 53 shares 53 $7.87K <0.01% -22 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192 shares; 2026Q1: 236 shares; 2026Q2: 179 shares 179 $7.8K <0.01% -57 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 58 shares; 2025Q4: 34 shares; 2026Q1: not reported; 2026Q2: 69 shares 69 $7.76K <0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 15 shares 15 $7.64K <0.01% +12 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $7.62K <0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978 shares; 2024Q4: 978 shares; 2025Q1: 1,478 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 978 shares; 2026Q2: 978 shares 978 $7.51K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $7.51K <0.01% 0 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 213 shares; 2025Q4: 228 shares; 2026Q1: 230 shares; 2026Q2: 218 shares 218 $7.5K <0.01% -12 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 75 shares; 2025Q1: 82 shares; 2025Q2: 104 shares; 2025Q3: 97 shares; 2025Q4: 88 shares; 2026Q1: 113 shares; 2026Q2: 56 shares 56 $7.43K <0.01% -57 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108 shares; 2024Q4: 108 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 111 shares; 2025Q4: 108 shares; 2026Q1: 111 shares; 2026Q2: 108 shares 108 $7.27K <0.01% -3 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 203 shares; 2026Q2: 206 shares 206 $7.18K <0.01% +3 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $7.11K <0.01% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 33 shares; 2025Q1: 43 shares; 2025Q2: 81 shares; 2025Q3: 57 shares; 2025Q4: 104 shares; 2026Q1: 125 shares; 2026Q2: 92 shares 92 $6.96K <0.01% -33 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares 34 $6.86K <0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160 shares 160 $6.54K <0.01% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89 shares 89 $6.45K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 247 shares; 2026Q2: 240 shares 240 $6.4K <0.01% -7 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 50 shares; 2025Q3: 53 shares; 2025Q4: 50 shares; 2026Q1: 52 shares; 2026Q2: 51 shares 51 $6.24K <0.01% -1 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 86 shares; 2026Q1: 88 shares; 2026Q2: 87 shares 87 $6.23K <0.01% -1 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 66 shares; 2025Q2: 49 shares; 2025Q3: 44 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $6.21K <0.01% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares 36 $6.13K <0.01% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 212 shares 212 $6.04K <0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $6K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 169 shares; 2025Q1: 101 shares; 2025Q2: 206 shares; 2025Q3: 239 shares; 2025Q4: 359 shares; 2026Q1: 299 shares; 2026Q2: 272 shares 272 $5.97K <0.01% -27 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $5.83K <0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 107 shares 107 $5.68K <0.01% +97 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $5.46K <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; 2024Q3: 2,042 shares; 2024Q4: 1,973 shares; 2025Q1: 1,727 shares; 2025Q2: 1,583 shares; 2025Q3: 1,560 shares; 2025Q4: 1,479 shares; 2026Q1: 1 shares; 2026Q2: 16 shares 16 $5.42K <0.01% +15 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 25 shares; 2025Q1: 28 shares; 2025Q2: 26 shares; 2025Q3: 27 shares; 2025Q4: 35 shares; 2026Q1: 50 shares; 2026Q2: 27 shares 27 $5.25K <0.01% -23 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $5.17K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 207 shares; 2025Q2: 54 shares; 2025Q3: 59 shares; 2025Q4: 54 shares; 2026Q1: 60 shares; 2026Q2: 55 shares 55 $5.11K <0.01% -5 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $4.97K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 59 shares; 2026Q2: 28 shares 28 $4.81K <0.01% -31 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 73 shares; 2026Q2: 59 shares 59 $4.67K <0.01% -14 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares 36 $4.49K <0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 209 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 90 shares; 2026Q2: 44 shares 44 $4.15K <0.01% -46 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 126 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 83 shares 83 $4.11K <0.01% -29 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54 shares 54 $4.09K <0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115 shares; 2026Q2: 34 shares 34 $4.05K <0.01% -81 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123 shares 123 $3.98K <0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $3.73K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,032 shares; 2024Q4: 2,184 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 146 shares; 2026Q1: 65 shares; 2026Q2: 59 shares 59 $3.71K <0.01% -6 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26 shares 26 $3.31K <0.01% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 80 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $2.92K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 9 shares; 2026Q2: 8 shares 8 $2.87K <0.01% -1 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $2.85K <0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 29 shares 29 $2.83K <0.01% +1 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 10 shares; 2026Q2: 6 shares 6 $2.71K <0.01% -4 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $2.66K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 576 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204 shares; 2026Q2: 263 shares 263 $2.45K <0.01% +59 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74 shares; 2026Q1: 123 shares; 2026Q2: 30 shares 30 $2.36K <0.01% -93 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 35 shares; 2026Q2: 7 shares 7 $2.32K <0.01% -28 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $2.13K <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $2.11K <0.01% 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; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 29 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 10 shares; 2026Q2: 4 shares 4 $2.09K <0.01% -6 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $2.02K <0.01% 0 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 100 shares; 2026Q1: 130 shares; 2026Q2: 35 shares 35 $1.84K <0.01% -95 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $1.54K <0.01% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $1.43K <0.01% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $1.31K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 5 shares 5 $1.23K <0.01% -4 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 73 shares; 2026Q2: 6 shares 6 $1.14K <0.01% -67 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 46 shares; 2026Q1: 47 shares; 2026Q2: 48 shares 48 $1.03K <0.01% +1 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 36 shares; 2026Q2: 10 shares 10 $1.02K <0.01% -26 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 57 shares; 2026Q2: 8 shares 8 $1K <0.01% -49 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 14 shares; 2025Q2: 20 shares; 2025Q3: 14 shares; 2025Q4: 26 shares; 2026Q1: 36 shares; 2026Q2: 3 shares 3 $996 <0.01% -33 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $965 <0.01% 0 Timeline