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: 37,807 shares; 2024Q4: 36,575 shares; 2025Q1: 33,832 shares; 2025Q2: 34,756 shares; 2025Q3: 35,062 shares; 2025Q4: 35,229 shares; 2026Q1: 33,016 shares; 2026Q2: 32,944 shares 32,944 $24.3M 6.98% -72 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: 78,870 shares; 2024Q4: 79,128 shares; 2025Q1: 80,527 shares; 2025Q2: 88,023 shares; 2025Q3: 88,677 shares; 2025Q4: 90,257 shares; 2026Q1: 88,807 shares; 2026Q2: 87,761 shares 87,761 $19.1M 5.5% -1,046 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: 17,773 shares; 2024Q4: 17,674 shares; 2025Q1: 17,783 shares; 2025Q2: 19,556 shares; 2025Q3: 19,551 shares; 2025Q4: 20,654 shares; 2026Q1: 18,510 shares; 2026Q2: 18,402 shares 18,402 $12.6M 3.64% -108 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,672 shares; 2024Q4: 55,537 shares; 2025Q1: 61,074 shares; 2025Q2: 59,519 shares; 2025Q3: 60,327 shares; 2025Q4: 65,081 shares; 2026Q1: 75,016 shares; 2026Q2: 74,743 shares 74,743 $11.7M 3.36% -273 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: 16,230 shares; 2024Q4: 17,313 shares; 2025Q1: 18,321 shares; 2025Q2: 17,393 shares; 2025Q3: 19,300 shares; 2025Q4: 24,090 shares; 2026Q1: 33,736 shares; 2026Q2: 140,053 shares 140,053 $11.3M 3.25% +106,317 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: 23,674 shares; 2024Q4: 23,434 shares; 2025Q1: 21,722 shares; 2025Q2: 22,817 shares; 2025Q3: 23,610 shares; 2025Q4: 23,931 shares; 2026Q1: 22,153 shares; 2026Q2: 129,468 shares 129,468 $11.2M 3.21% +107,315 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: 49,301 shares; 2024Q4: 48,654 shares; 2025Q1: 52,122 shares; 2025Q2: 61,146 shares; 2025Q3: 65,436 shares; 2025Q4: 79,397 shares; 2026Q1: 102,007 shares; 2026Q2: 105,428 shares 105,428 $10.2M 2.93% +3,421 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: 29,740 shares; 2024Q4: 35,190 shares; 2025Q1: 42,136 shares; 2025Q2: 40,388 shares; 2025Q3: 35,635 shares; 2025Q4: 33,906 shares; 2026Q1: 43,523 shares; 2026Q2: 47,370 shares 47,370 $10.1M 2.9% +3,847 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: 39,870 shares; 2024Q4: 39,275 shares; 2025Q1: 38,550 shares; 2025Q2: 37,653 shares; 2025Q3: 37,224 shares; 2025Q4: 36,111 shares; 2026Q1: 33,869 shares; 2026Q2: 33,851 shares 33,851 $9.8M 2.82% -18 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: 46,690 shares; 2024Q4: 39,856 shares; 2025Q1: 45,073 shares; 2025Q2: 44,544 shares; 2025Q3: 52,591 shares; 2025Q4: 69,246 shares; 2026Q1: 111,469 shares; 2026Q2: 103,235 shares 103,235 $8.55M 2.46% -8,234 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: 15,464 shares; 2024Q4: 16,107 shares; 2025Q1: 15,959 shares; 2025Q2: 13,774 shares; 2025Q3: 14,148 shares; 2025Q4: 16,343 shares; 2026Q1: 23,257 shares; 2026Q2: 24,084 shares 24,084 $7.3M 2.1% +827 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,478 shares; 2024Q4: 18,805 shares; 2025Q1: 18,858 shares; 2025Q2: 17,355 shares; 2025Q3: 17,472 shares; 2025Q4: 18,508 shares; 2026Q1: 21,521 shares; 2026Q2: 21,625 shares 21,625 $6.62M 1.91% +104 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: 25,673 shares; 2024Q4: 26,600 shares; 2025Q1: 27,206 shares; 2025Q2: 26,155 shares; 2025Q3: 27,961 shares; 2025Q4: 29,498 shares; 2026Q1: 32,963 shares; 2026Q2: 32,354 shares 32,354 $6.39M 1.84% -609 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: 24,362 shares; 2024Q4: 24,002 shares; 2025Q1: 23,385 shares; 2025Q2: 23,270 shares; 2025Q3: 23,087 shares; 2025Q4: 22,587 shares; 2026Q1: 17,206 shares; 2026Q2: 17,183 shares 17,183 $6.14M 1.77% -23 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: 17,438 shares; 2024Q4: 17,316 shares; 2025Q1: 16,831 shares; 2025Q2: 16,705 shares; 2025Q3: 16,501 shares; 2025Q4: 15,361 shares; 2026Q1: 14,635 shares; 2026Q2: 15,015 shares 15,015 $5.6M 1.61% +380 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,984 shares; 2024Q4: 81,461 shares; 2025Q1: 102,359 shares; 2025Q2: 104,394 shares; 2025Q3: 107,703 shares; 2025Q4: 108,389 shares; 2026Q1: 112,352 shares; 2026Q2: 111,969 shares 111,969 $5.09M 1.47% -383 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: 18,322 shares; 2024Q4: 18,208 shares; 2025Q1: 17,902 shares; 2025Q2: 17,684 shares; 2025Q3: 17,491 shares; 2025Q4: 17,334 shares; 2026Q1: 15,734 shares; 2026Q2: 15,513 shares 15,513 $5.08M 1.46% -221 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: 6,559 shares; 2024Q4: 6,575 shares; 2025Q1: 6,748 shares; 2025Q2: 6,748 shares; 2025Q3: 6,718 shares; 2025Q4: 6,718 shares; 2026Q1: 6,654 shares; 2026Q2: 6,634 shares 6,634 $4.97M 1.43% -20 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: 34,080 shares; 2024Q4: 33,413 shares; 2025Q1: 32,658 shares; 2025Q2: 30,918 shares; 2025Q3: 29,902 shares; 2025Q4: 28,888 shares; 2026Q1: 22,107 shares; 2026Q2: 22,992 shares 22,992 $4.6M 1.32% +885 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,500 shares; 2025Q2: 42,470 shares; 2025Q3: 40,002 shares; 2025Q4: 39,474 shares; 2026Q1: 27,872 shares; 2026Q2: 27,077 shares 27,077 $4.6M 1.32% -795 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,630 shares; 2024Q4: 77,525 shares; 2025Q1: 110,594 shares; 2025Q2: 90,350 shares; 2025Q3: 99,901 shares; 2025Q4: 104,670 shares; 2026Q1: 107,078 shares; 2026Q2: 111,774 shares 111,774 $4.5M 1.29% +4,696 Timeline SPGP 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: 45,503 shares; 2024Q4: 48,891 shares; 2025Q1: 53,532 shares; 2025Q2: 48,021 shares; 2025Q3: 44,385 shares; 2025Q4: 42,607 shares; 2026Q1: 36,292 shares; 2026Q2: 36,039 shares 36,039 $4.41M 1.27% -253 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: 6,863 shares; 2024Q4: 6,718 shares; 2025Q1: 6,493 shares; 2025Q2: 6,337 shares; 2025Q3: 6,307 shares; 2025Q4: 6,292 shares; 2026Q1: 6,021 shares; 2026Q2: 5,864 shares 5,864 $4.38M 1.26% -157 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: 7,976 shares; 2024Q4: 7,840 shares; 2025Q1: 7,727 shares; 2025Q2: 7,657 shares; 2025Q3: 7,637 shares; 2025Q4: 7,627 shares; 2026Q1: 7,265 shares; 2026Q2: 28,950 shares 28,950 $3.59M 1.03% +21,685 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,625 shares; 2024Q4: 17,483 shares; 2025Q1: 16,888 shares; 2025Q2: 15,946 shares; 2025Q3: 15,916 shares; 2025Q4: 15,816 shares; 2026Q1: 14,544 shares; 2026Q2: 14,137 shares 14,137 $3.57M 1.03% -407 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: 11,819 shares; 2024Q4: 12,064 shares; 2025Q1: 11,516 shares; 2025Q2: 8,993 shares; 2025Q3: 9,116 shares; 2025Q4: 10,832 shares; 2026Q1: 12,761 shares; 2026Q2: 14,084 shares 14,084 $3.42M 0.98% +1,323 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,634 shares; 2024Q4: 30,634 shares; 2025Q1: 30,604 shares; 2025Q2: 29,369 shares; 2025Q3: 29,244 shares; 2025Q4: 28,965 shares; 2026Q1: 28,675 shares; 2026Q2: 28,495 shares 28,495 $3.14M 0.9% -180 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: 25,648 shares; 2024Q4: 24,416 shares; 2025Q1: 24,737 shares; 2025Q2: 25,347 shares; 2025Q3: 25,797 shares; 2025Q4: 26,971 shares; 2026Q1: 26,529 shares; 2026Q2: 26,205 shares 26,205 $3.08M 0.89% -324 Timeline ESG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,121 shares; 2024Q4: 34,820 shares; 2025Q1: 29,635 shares; 2025Q2: 28,476 shares; 2025Q3: 27,385 shares; 2025Q4: 26,150 shares; 2026Q1: 18,930 shares; 2026Q2: 17,299 shares 17,299 $3.04M 0.87% -1,631 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,606 shares; 2024Q4: 1,914 shares; 2025Q1: 2,080 shares; 2025Q2: 13,277 shares; 2025Q3: 9,781 shares; 2025Q4: 6,291 shares; 2026Q1: 20,260 shares; 2026Q2: 29,124 shares 29,124 $2.98M 0.86% +8,864 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: 11,647 shares; 2024Q4: 11,602 shares; 2025Q1: 11,435 shares; 2025Q2: 12,025 shares; 2025Q3: 11,909 shares; 2025Q4: 12,039 shares; 2026Q1: 11,669 shares; 2026Q2: 12,325 shares 12,325 $2.94M 0.85% +656 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,377 shares; 2024Q4: 12,359 shares; 2025Q1: 12,361 shares; 2025Q2: 12,319 shares; 2025Q3: 12,343 shares; 2025Q4: 12,123 shares; 2026Q1: 12,125 shares; 2026Q2: 11,707 shares 11,707 $2.88M 0.83% -418 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: 14,692 shares; 2024Q4: 14,332 shares; 2025Q1: 14,078 shares; 2025Q2: 13,871 shares; 2025Q3: 13,828 shares; 2025Q4: 13,597 shares; 2026Q1: 12,448 shares; 2026Q2: 12,137 shares 12,137 $2.68M 0.77% -311 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: 10,370 shares; 2024Q4: 10,222 shares; 2025Q1: 10,060 shares; 2025Q2: 9,995 shares; 2025Q3: 10,055 shares; 2025Q4: 9,999 shares; 2026Q1: 9,821 shares; 2026Q2: 9,642 shares 9,642 $2.61M 0.75% -179 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 25,795 shares; 2026Q2: 49,833 shares 49,833 $2.54M 0.73% +24,038 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,275 shares; 2024Q4: 68,995 shares; 2025Q1: 61,485 shares; 2025Q2: 57,466 shares; 2025Q3: 57,566 shares; 2025Q4: 50,956 shares; 2026Q1: 51,719 shares; 2026Q2: 51,214 shares 51,214 $2.43M 0.7% -505 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: 2,591 shares; 2024Q4: 2,562 shares; 2025Q1: 2,491 shares; 2025Q2: 2,517 shares; 2025Q3: 2,525 shares; 2025Q4: 2,505 shares; 2026Q1: 2,351 shares; 2026Q2: 2,359 shares 2,359 $2.21M 0.63% +8 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,410 shares; 2024Q4: 21,241 shares; 2025Q1: 21,952 shares; 2025Q2: 23,224 shares; 2025Q3: 23,034 shares; 2025Q4: 23,824 shares; 2026Q1: 23,324 shares; 2026Q2: 22,904 shares 22,904 $2.19M 0.63% -420 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: 14,857 shares; 2024Q4: 14,760 shares; 2025Q1: 14,779 shares; 2025Q2: 14,694 shares; 2025Q3: 14,621 shares; 2025Q4: 16,555 shares; 2026Q1: 15,666 shares; 2026Q2: 14,883 shares 14,883 $2.18M 0.63% -783 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,168 shares; 2024Q4: 8,107 shares; 2025Q1: 7,800 shares; 2025Q2: 7,951 shares; 2025Q3: 7,960 shares; 2025Q4: 8,320 shares; 2026Q1: 8,300 shares; 2026Q2: 8,248 shares 8,248 $2.15M 0.62% -52 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: 6,258 shares; 2024Q4: 5,858 shares; 2025Q1: 5,968 shares; 2025Q2: 5,960 shares; 2025Q3: 5,790 shares; 2025Q4: 5,957 shares; 2026Q1: 5,884 shares; 2026Q2: 5,801 shares 5,801 $2.1M 0.6% -83 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: 9,922 shares; 2024Q4: 9,893 shares; 2025Q1: 6,746 shares; 2025Q2: 3,161 shares; 2025Q3: 3,771 shares; 2025Q4: 3,899 shares; 2026Q1: 3,529 shares; 2026Q2: 3,609 shares 3,609 $2.1M 0.6% +80 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: 13,660 shares; 2024Q4: 15,735 shares; 2025Q1: 13,128 shares; 2025Q2: 12,689 shares; 2025Q3: 12,543 shares; 2025Q4: 12,475 shares; 2026Q1: 12,532 shares; 2026Q2: 11,993 shares 11,993 $1.99M 0.57% -539 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: 8,757 shares; 2024Q4: 8,600 shares; 2025Q1: 8,585 shares; 2025Q2: 8,519 shares; 2025Q3: 8,385 shares; 2025Q4: 8,333 shares; 2026Q1: 8,524 shares; 2026Q2: 8,312 shares 8,312 $1.98M 0.57% -212 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,127 shares; 2024Q4: 44,302 shares; 2025Q1: 42,847 shares; 2025Q2: 46,326 shares; 2025Q3: 37,022 shares; 2025Q4: 34,745 shares; 2026Q1: 32,934 shares; 2026Q2: 39,150 shares 39,150 $1.94M 0.56% +6,216 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,130 shares 55,130 $1.93M 0.56% new 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: 19,640 shares; 2024Q4: 19,560 shares; 2025Q1: 19,185 shares; 2025Q2: 19,115 shares; 2025Q3: 15,335 shares; 2025Q4: 14,540 shares; 2026Q1: 12,455 shares; 2026Q2: 12,435 shares 12,435 $1.91M 0.55% -20 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: 4,352 shares; 2024Q4: 4,269 shares; 2025Q1: 4,149 shares; 2025Q2: 4,119 shares; 2025Q3: 4,087 shares; 2025Q4: 4,075 shares; 2026Q1: 3,741 shares; 2026Q2: 3,680 shares 3,680 $1.89M 0.54% -61 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: 1,185 shares; 2024Q4: 1,979 shares; 2025Q1: 2,054 shares; 2025Q2: 2,104 shares; 2025Q3: 2,360 shares; 2025Q4: 2,559 shares; 2026Q1: 2,468 shares; 2026Q2: 2,435 shares 2,435 $1.75M 0.5% -33 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: 12,560 shares; 2024Q4: 12,418 shares; 2025Q1: 12,045 shares; 2025Q2: 11,377 shares; 2025Q3: 10,279 shares; 2025Q4: 10,104 shares; 2026Q1: 9,327 shares; 2026Q2: 8,877 shares 8,877 $1.69M 0.49% -450 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: 15,015 shares; 2024Q4: 14,276 shares; 2025Q1: 9,896 shares; 2025Q2: 7,829 shares; 2025Q3: 7,329 shares; 2025Q4: 6,907 shares; 2026Q1: 6,590 shares; 2026Q2: 6,585 shares 6,585 $1.67M 0.48% -5 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 1,006 shares; 2025Q4: 1,231 shares; 2026Q1: 1,225 shares; 2026Q2: 1,413 shares 1,413 $1.66M 0.48% +188 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: 5,417 shares; 2024Q4: 5,397 shares; 2025Q1: 5,351 shares; 2025Q2: 5,484 shares; 2025Q3: 5,439 shares; 2025Q4: 5,709 shares; 2026Q1: 5,721 shares; 2026Q2: 5,604 shares 5,604 $1.52M 0.44% -117 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: 19,806 shares; 2024Q4: 29,588 shares; 2025Q1: 28,802 shares; 2025Q2: 26,424 shares; 2025Q3: 24,498 shares; 2025Q4: 24,583 shares; 2026Q1: 22,206 shares; 2026Q2: 20,184 shares 20,184 $1.48M 0.43% -2,022 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: 218 shares; 2024Q4: 228 shares; 2025Q1: 1,413 shares; 2025Q2: 1,858 shares; 2025Q3: 2,213 shares; 2025Q4: 4,353 shares; 2026Q1: 5,258 shares; 2026Q2: 4,008 shares 4,008 $1.48M 0.42% -1,250 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: 9,240 shares; 2024Q4: 9,288 shares; 2025Q1: 9,183 shares; 2025Q2: 9,594 shares; 2025Q3: 9,504 shares; 2025Q4: 10,168 shares; 2026Q1: 11,161 shares; 2026Q2: 10,760 shares 10,760 $1.47M 0.42% -401 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: 3,991 shares; 2024Q4: 4,066 shares; 2025Q1: 3,902 shares; 2025Q2: 3,284 shares; 2025Q3: 3,410 shares; 2025Q4: 3,535 shares; 2026Q1: 3,945 shares; 2026Q2: 3,952 shares 3,952 $1.45M 0.42% +7 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: 3,641 shares; 2024Q4: 3,693 shares; 2025Q1: 3,628 shares; 2025Q2: 3,733 shares; 2025Q3: 3,681 shares; 2025Q4: 3,653 shares; 2026Q1: 3,379 shares; 2026Q2: 3,339 shares 3,339 $1.33M 0.38% -40 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: 8,555 shares; 2024Q4: 8,967 shares; 2025Q1: 8,992 shares; 2025Q2: 10,045 shares; 2025Q3: 10,477 shares; 2025Q4: 11,302 shares; 2026Q1: 11,005 shares; 2026Q2: 11,341 shares 11,341 $1.28M 0.37% +336 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: 28,465 shares; 2024Q4: 27,191 shares; 2025Q1: 25,169 shares; 2025Q2: 26,624 shares; 2025Q3: 27,019 shares; 2025Q4: 27,759 shares; 2026Q1: 31,004 shares; 2026Q2: 30,222 shares 30,222 $1.28M 0.37% -782 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: 12,434 shares; 2024Q4: 12,056 shares; 2025Q1: 11,496 shares; 2025Q2: 10,686 shares; 2025Q3: 10,166 shares; 2025Q4: 9,812 shares; 2026Q1: 9,438 shares; 2026Q2: 8,841 shares 8,841 $1.2M 0.34% -597 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,458 shares; 2024Q4: 3,620 shares; 2025Q1: 4,464 shares; 2025Q2: 6,450 shares; 2025Q3: 6,308 shares; 2025Q4: 6,427 shares; 2026Q1: 9,696 shares; 2026Q2: 10,852 shares 10,852 $1.19M 0.34% +1,156 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: 5,268 shares 5,268 $1.18M 0.34% new 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: 5,268 shares 5,268 $1.16M 0.34% new Timeline PMIO PGIM ETF TR More: the full row for PGIM 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: 12,075 shares; 2026Q1: 20,475 shares; 2026Q2: 22,760 shares 22,760 $1.16M 0.33% +2,285 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: 3,723 shares; 2024Q4: 3,729 shares; 2025Q1: 3,616 shares; 2025Q2: 4,020 shares; 2025Q3: 4,190 shares; 2025Q4: 4,420 shares; 2026Q1: 4,312 shares; 2026Q2: 4,162 shares 4,162 $1.16M 0.33% -150 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: 28,856 shares; 2024Q4: 27,421 shares; 2025Q1: 22,994 shares; 2025Q2: 15,144 shares; 2025Q3: 11,590 shares; 2025Q4: 11,335 shares; 2026Q1: 11,385 shares; 2026Q2: 12,153 shares 12,153 $1.11M 0.32% +768 Timeline FBCG 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: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 2,345 shares; 2025Q4: 3,526 shares; 2026Q1: 11,176 shares; 2026Q2: 17,811 shares 17,811 $1.11M 0.32% +6,635 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: 3,205 shares; 2024Q4: 3,205 shares; 2025Q1: 3,248 shares; 2025Q2: 3,248 shares; 2025Q3: 3,268 shares; 2025Q4: 3,223 shares; 2026Q1: 3,153 shares; 2026Q2: 3,113 shares 3,113 $1.1M 0.32% -40 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: 1,470 shares; 2024Q4: 710 shares; 2025Q1: 2,990 shares; 2025Q2: 9,880 shares; 2025Q3: 10,492 shares; 2025Q4: 11,292 shares; 2026Q1: 11,032 shares; 2026Q2: 10,547 shares 10,547 $1.09M 0.31% -485 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: 985 shares; 2024Q4: 936 shares; 2025Q1: 926 shares; 2025Q2: 916 shares; 2025Q3: 910 shares; 2025Q4: 895 shares; 2026Q1: 887 shares; 2026Q2: 905 shares 905 $1.09M 0.31% +18 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: 2,904 shares; 2024Q4: 2,904 shares; 2025Q1: 2,914 shares; 2025Q2: 3,074 shares; 2025Q3: 2,979 shares; 2025Q4: 2,104 shares; 2026Q1: 2,094 shares; 2026Q2: 2,094 shares 2,094 $1.05M 0.3% 0 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: 5,658 shares; 2024Q4: 5,465 shares; 2025Q1: 4,355 shares; 2025Q2: 4,556 shares; 2025Q3: 4,785 shares; 2025Q4: 10,132 shares; 2026Q1: 5,720 shares; 2026Q2: 5,435 shares 5,435 $1.04M 0.3% -285 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: 1,776 shares; 2024Q4: 1,776 shares; 2025Q1: 1,746 shares; 2025Q2: 3,074 shares; 2025Q3: 3,129 shares; 2025Q4: 2,215 shares; 2026Q1: 2,349 shares; 2026Q2: 2,454 shares 2,454 $1.03M 0.3% +105 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: 12,680 shares; 2024Q4: 12,502 shares; 2025Q1: 12,165 shares; 2025Q2: 12,715 shares; 2025Q3: 12,600 shares; 2025Q4: 13,263 shares; 2026Q1: 10,483 shares; 2026Q2: 8,690 shares 8,690 $1.02M 0.29% -1,793 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: 3,400 shares; 2024Q4: 3,505 shares; 2025Q1: 3,972 shares; 2025Q2: 5,002 shares; 2025Q3: 5,077 shares; 2025Q4: 5,258 shares; 2026Q1: 5,033 shares; 2026Q2: 4,584 shares 4,584 $1.01M 0.29% -449 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: 348 shares; 2024Q4: 348 shares; 2025Q1: 343 shares; 2025Q2: 333 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 324 shares; 2026Q2: 3,240 shares 3,240 $978K 0.28% +2,916 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: 16,174 shares; 2024Q4: 15,929 shares; 2025Q1: 16,718 shares; 2025Q2: 16,618 shares; 2025Q3: 15,963 shares; 2025Q4: 15,975 shares; 2026Q1: 14,275 shares; 2026Q2: 10,550 shares 10,550 $957K 0.28% -3,725 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: 983 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 930 shares; 2026Q1: 923 shares; 2026Q2: 893 shares 893 $951K 0.27% -30 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: 4,187 shares; 2024Q4: 4,152 shares; 2025Q1: 4,152 shares; 2025Q2: 4,002 shares; 2025Q3: 3,867 shares; 2025Q4: 3,867 shares; 2026Q1: 3,867 shares; 2026Q2: 3,852 shares 3,852 $934K 0.27% -15 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: 2,703 shares; 2024Q4: 2,683 shares; 2025Q1: 2,638 shares; 2025Q2: 2,613 shares; 2025Q3: 2,628 shares; 2025Q4: 2,608 shares; 2026Q1: 2,608 shares; 2026Q2: 2,619 shares 2,619 $924K 0.27% +11 Timeline BKLN 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: 13,565 shares; 2024Q4: 22,267 shares; 2025Q1: 29,635 shares; 2025Q2: 26,323 shares; 2025Q3: 33,680 shares; 2025Q4: 55,358 shares; 2026Q1: 46,062 shares; 2026Q2: 44,134 shares 44,134 $899K 0.26% -1,928 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,560 shares; 2024Q4: 6,525 shares; 2025Q1: 6,375 shares; 2025Q2: 6,110 shares; 2025Q3: 6,060 shares; 2025Q4: 6,060 shares; 2026Q1: 6,048 shares; 2026Q2: 6,035 shares 6,035 $884K 0.25% -13 Timeline HYD 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: 22,397 shares; 2024Q4: 26,689 shares; 2025Q1: 36,528 shares; 2025Q2: 30,346 shares; 2025Q3: 22,581 shares; 2025Q4: 20,181 shares; 2026Q1: 17,146 shares; 2026Q2: 16,691 shares 16,691 $860K 0.25% -455 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: 8 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 6,495 shares; 2025Q4: 7,705 shares; 2026Q1: 8,045 shares; 2026Q2: 7,280 shares 7,280 $850K 0.24% -765 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 165 shares; 2025Q3: 790 shares; 2025Q4: 1,075 shares; 2026Q1: 1,127 shares; 2026Q2: 1,112 shares 1,112 $840K 0.24% -15 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,739 shares; 2024Q4: 31,657 shares; 2025Q1: 26,182 shares; 2025Q2: 28,125 shares; 2025Q3: 23,370 shares; 2025Q4: 20,120 shares; 2026Q1: 13,465 shares; 2026Q2: 16,305 shares 16,305 $832K 0.24% +2,840 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: 3,273 shares; 2024Q4: 3,248 shares; 2025Q1: 3,204 shares; 2025Q2: 3,149 shares; 2025Q3: 3,149 shares; 2025Q4: 2,833 shares; 2026Q1: 2,818 shares; 2026Q2: 2,841 shares 2,841 $799K 0.23% +23 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,250 shares; 2024Q4: 11,250 shares; 2025Q1: 37,541 shares; 2025Q2: 38,431 shares; 2025Q3: 39,156 shares; 2025Q4: 39,936 shares; 2026Q1: 40,635 shares; 2026Q2: 41,310 shares 41,310 $790K 0.23% +675 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,665 shares; 2025Q2: 3,455 shares; 2025Q3: 3,780 shares; 2025Q4: 4,265 shares; 2026Q1: 4,355 shares; 2026Q2: 4,225 shares 4,225 $755K 0.22% -130 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: 10,346 shares; 2024Q4: 10,141 shares; 2025Q1: 9,845 shares; 2025Q2: 10,135 shares; 2025Q3: 8,388 shares; 2025Q4: 8,828 shares; 2026Q1: 8,590 shares; 2026Q2: 8,415 shares 8,415 $739K 0.21% -175 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,457 shares; 2025Q2: 2,787 shares; 2025Q3: 3,017 shares; 2025Q4: 3,377 shares; 2026Q1: 3,384 shares; 2026Q2: 3,069 shares 3,069 $731K 0.21% -315 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: 1,166 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,195 shares; 2025Q4: 1,170 shares; 2026Q1: 1,183 shares; 2026Q2: 1,287 shares 1,287 $725K 0.21% +104 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $719K 0.21% 0 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: 5,170 shares; 2024Q4: 5,734 shares; 2025Q1: 5,848 shares; 2025Q2: 5,607 shares; 2025Q3: 6,095 shares; 2025Q4: 6,716 shares; 2026Q1: 7,901 shares; 2026Q2: 8,554 shares 8,554 $707K 0.2% +653 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: 8,340 shares; 2024Q4: 8,340 shares; 2025Q1: 8,065 shares; 2025Q2: 8,065 shares; 2025Q3: 8,015 shares; 2025Q4: 8,015 shares; 2026Q1: 7,915 shares; 2026Q2: 9,783 shares 9,783 $697K 0.2% +1,868 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: 2,485 shares; 2024Q4: 2,465 shares; 2025Q1: 2,535 shares; 2025Q2: 3,925 shares; 2025Q3: 3,810 shares; 2025Q4: 3,805 shares; 2026Q1: 3,035 shares; 2026Q2: 2,820 shares 2,820 $601K 0.17% -215 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 14,052 shares 14,052 $595K 0.17% +13,782 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,838 shares; 2024Q4: 2,838 shares; 2025Q1: 7,696 shares; 2025Q2: 7,637 shares; 2025Q3: 7,637 shares; 2025Q4: 12,843 shares; 2026Q1: 11,843 shares; 2026Q2: 11,843 shares 11,843 $590K 0.17% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,016 shares; 2024Q4: 3,208 shares; 2025Q1: 3,738 shares; 2025Q2: 4,088 shares; 2025Q3: 5,518 shares; 2025Q4: 5,513 shares; 2026Q1: 1,073 shares; 2026Q2: 1,675 shares 1,675 $571K 0.16% +602 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: 105 shares; 2025Q2: 778 shares; 2025Q3: 918 shares; 2025Q4: 1,058 shares; 2026Q1: 1,090 shares; 2026Q2: 1,093 shares 1,093 $557K 0.16% +3 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: 3,134 shares; 2024Q4: 3,110 shares; 2025Q1: 3,095 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 2,185 shares; 2026Q1: 2,155 shares; 2026Q2: 2,187 shares 2,187 $550K 0.16% +32 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,481 shares; 2025Q2: 3,686 shares; 2025Q3: 4,076 shares; 2025Q4: 5,196 shares; 2026Q1: 4,654 shares; 2026Q2: 4,029 shares 4,029 $543K 0.16% -625 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,556 shares; 2024Q4: 8,236 shares; 2025Q1: 7,572 shares; 2025Q2: 7,719 shares; 2025Q3: 7,804 shares; 2025Q4: 7,599 shares; 2026Q1: 9,781 shares; 2026Q2: 10,320 shares 10,320 $541K 0.16% +539 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: not reported; 2024Q4: not reported; 2025Q1: 553 shares; 2025Q2: 754 shares; 2025Q3: 760 shares; 2025Q4: 744 shares; 2026Q1: 505 shares; 2026Q2: 507 shares 507 $528K 0.15% +2 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: 1,050 shares; 2024Q4: 800 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 2,804 shares; 2026Q2: 3,326 shares 3,326 $504K 0.14% +522 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: 3,060 shares; 2024Q4: 1,870 shares; 2025Q1: 1,560 shares; 2025Q2: 1,302 shares; 2025Q3: 1,347 shares; 2025Q4: 2,147 shares; 2026Q1: 2,245 shares; 2026Q2: 2,258 shares 2,258 $503K 0.14% +13 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: 3,936 shares; 2024Q4: 3,911 shares; 2025Q1: 3,836 shares; 2025Q2: 3,096 shares; 2025Q3: 3,096 shares; 2025Q4: 3,096 shares; 2026Q1: 2,981 shares; 2026Q2: 2,981 shares 2,981 $491K 0.14% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,230 shares; 2025Q4: 1,160 shares; 2026Q1: 1,156 shares; 2026Q2: 1,285 shares 1,285 $485K 0.14% +129 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,060 shares; 2024Q4: 6,710 shares; 2025Q1: 6,350 shares; 2025Q2: 5,885 shares; 2025Q3: 5,910 shares; 2025Q4: 5,695 shares; 2026Q1: 4,460 shares; 2026Q2: 4,444 shares 4,444 $476K 0.14% -16 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: 7,193 shares; 2024Q4: 6,255 shares; 2025Q1: 5,608 shares; 2025Q2: 4,618 shares; 2025Q3: 4,588 shares; 2025Q4: 4,698 shares; 2026Q1: 4,456 shares; 2026Q2: 4,711 shares 4,711 $453K 0.13% +255 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 2,530 shares; 2025Q4: 3,095 shares; 2026Q1: 3,315 shares; 2026Q2: 2,530 shares 2,530 $452K 0.13% -785 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: 730 shares; 2024Q4: 729 shares; 2025Q1: 706 shares; 2025Q2: 700 shares; 2025Q3: 698 shares; 2025Q4: 698 shares; 2026Q1: 689 shares; 2026Q2: 689 shares 689 $437K 0.13% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,965 shares; 2024Q4: 4,975 shares; 2025Q1: 4,804 shares; 2025Q2: 5,298 shares; 2025Q3: 5,193 shares; 2025Q4: 5,183 shares; 2026Q1: 4,398 shares; 2026Q2: 3,363 shares 3,363 $436K 0.13% -1,035 Timeline DBEU 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: 7,965 shares; 2024Q4: 7,965 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $378K 0.11% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,490 shares; 2024Q4: 4,590 shares; 2025Q1: 5,015 shares; 2025Q2: 5,005 shares; 2025Q3: 5,525 shares; 2025Q4: 5,855 shares; 2026Q1: 3,595 shares; 2026Q2: 3,305 shares 3,305 $377K 0.11% -290 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,390 shares; 2024Q4: 6,235 shares; 2025Q1: 6,235 shares; 2025Q2: 6,185 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 5,825 shares; 2026Q2: 5,612 shares 5,612 $376K 0.11% -213 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,083 shares; 2026Q2: 14,941 shares 14,941 $375K 0.11% +4,858 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: 10,258 shares; 2024Q4: 5,860 shares; 2025Q1: 3,513 shares; 2025Q2: 2,791 shares; 2025Q3: 2,844 shares; 2025Q4: 4,365 shares; 2026Q1: 6,047 shares; 2026Q2: 4,531 shares 4,531 $373K 0.11% -1,516 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,146 shares; 2024Q4: 1,151 shares; 2025Q1: 956 shares; 2025Q2: 801 shares; 2025Q3: 1,361 shares; 2025Q4: 2,386 shares; 2026Q1: 2,390 shares; 2026Q2: 2,230 shares 2,230 $363K 0.1% -160 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: 6,208 shares; 2024Q4: 5,240 shares; 2025Q1: 4,797 shares; 2025Q2: 4,694 shares; 2025Q3: 4,644 shares; 2025Q4: 4,420 shares; 2026Q1: 4,371 shares; 2026Q2: 4,372 shares 4,372 $355K 0.1% +1 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,865 shares; 2024Q4: 2,765 shares; 2025Q1: 2,620 shares; 2025Q2: 2,600 shares; 2025Q3: 1,600 shares; 2025Q4: 3,200 shares; 2026Q1: 3,075 shares; 2026Q2: 3,008 shares 3,008 $353K 0.1% -67 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: 5,162 shares; 2024Q4: 3,617 shares; 2025Q1: 3,589 shares; 2025Q2: 2,849 shares; 2025Q3: 2,798 shares; 2025Q4: 2,744 shares; 2026Q1: 2,744 shares; 2026Q2: 2,744 shares 2,744 $353K 0.1% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,475 shares; 2024Q4: 3,984 shares; 2025Q1: 3,396 shares; 2025Q2: 4,524 shares; 2025Q3: 3,889 shares; 2025Q4: 3,504 shares; 2026Q1: 3,524 shares; 2026Q2: 2,999 shares 2,999 $352K 0.1% -525 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,508 shares; 2024Q4: 7,431 shares; 2025Q1: 7,536 shares; 2025Q2: 6,709 shares; 2025Q3: 6,818 shares; 2025Q4: 6,788 shares; 2026Q1: 6,440 shares; 2026Q2: 6,557 shares 6,557 $352K 0.1% +117 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: 5,368 shares; 2024Q4: 5,378 shares; 2025Q1: 5,298 shares; 2025Q2: 5,643 shares; 2025Q3: 6,111 shares; 2025Q4: 5,669 shares; 2026Q1: 5,644 shares; 2026Q2: 5,890 shares 5,890 $336K 0.1% +246 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares; 2026Q2: 23,000 shares 23,000 $336K 0.1% 0 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: 1,170 shares; 2024Q4: 1,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares; 2026Q2: 1,804 shares 1,804 $333K 0.1% +184 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $332K 0.1% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 80 shares; 2026Q1: 3,640 shares; 2026Q2: 4,625 shares 4,625 $330K 0.09% +985 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,953 shares; 2024Q4: 3,577 shares; 2025Q1: 3,776 shares; 2025Q2: 4,255 shares; 2025Q3: 3,962 shares; 2025Q4: 7,865 shares; 2026Q1: 6,654 shares; 2026Q2: 7,152 shares 7,152 $324K 0.09% +498 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: 5,036 shares; 2024Q4: 5,036 shares; 2025Q1: 5,036 shares; 2025Q2: 4,536 shares; 2025Q3: 4,425 shares; 2025Q4: 4,425 shares; 2026Q1: 4,425 shares; 2026Q2: 4,425 shares 4,425 $318K 0.09% 0 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: not reported; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 980 shares; 2025Q4: 745 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $312K 0.09% 0 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: 718 shares; 2024Q4: 718 shares; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 755 shares; 2025Q4: 703 shares; 2026Q1: 703 shares; 2026Q2: 732 shares 732 $312K 0.09% +29 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: 2,117 shares; 2024Q4: 2,117 shares; 2025Q1: 2,075 shares; 2025Q2: 1,765 shares; 2025Q3: 1,654 shares; 2025Q4: 1,654 shares; 2026Q1: 1,654 shares; 2026Q2: 1,685 shares 1,685 $305K 0.09% +31 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: 1,648 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 2,327 shares; 2025Q3: 2,327 shares; 2025Q4: 2,327 shares; 2026Q1: 2,327 shares; 2026Q2: 2,375 shares 2,375 $301K 0.09% +48 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,976 shares; 2024Q4: 2,491 shares; 2025Q1: 1,881 shares; 2025Q2: 1,500 shares; 2025Q3: 2,285 shares; 2025Q4: 3,500 shares; 2026Q1: 7,825 shares; 2026Q2: 11,041 shares 11,041 $299K 0.09% +3,216 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: 1,733 shares; 2024Q4: 1,708 shares; 2025Q1: 1,698 shares; 2025Q2: 1,698 shares; 2025Q3: 3,740 shares; 2025Q4: 3,953 shares; 2026Q1: 1,833 shares; 2026Q2: 1,966 shares 1,966 $288K 0.08% +133 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: 1,630 shares; 2024Q4: 1,609 shares; 2025Q1: 1,592 shares; 2025Q2: 1,592 shares; 2025Q3: 1,629 shares; 2025Q4: 1,342 shares; 2026Q1: 1,286 shares; 2026Q2: 1,286 shares 1,286 $287K 0.08% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,499 shares; 2024Q4: 5,472 shares; 2025Q1: 4,148 shares; 2025Q2: 4,123 shares; 2025Q3: 4,173 shares; 2025Q4: 4,358 shares; 2026Q1: 2,804 shares; 2026Q2: 2,391 shares 2,391 $282K 0.08% -413 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,404 shares; 2024Q4: 2,297 shares; 2025Q1: 2,292 shares; 2025Q2: 2,032 shares; 2025Q3: 1,777 shares; 2025Q4: 1,747 shares; 2026Q1: 1,456 shares; 2026Q2: 1,519 shares 1,519 $281K 0.08% +63 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: 7,177 shares; 2024Q4: 6,198 shares; 2025Q1: 4,992 shares; 2025Q2: 4,388 shares; 2025Q3: 4,183 shares; 2025Q4: 4,148 shares; 2026Q1: 4,113 shares; 2026Q2: 4,054 shares 4,054 $277K 0.08% -59 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,198 shares; 2024Q4: 4,098 shares; 2025Q1: 4,098 shares; 2025Q2: 3,898 shares; 2025Q3: 3,818 shares; 2025Q4: 4,518 shares; 2026Q1: 3,168 shares; 2026Q2: 3,133 shares 3,133 $272K 0.08% -35 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,055 shares; 2025Q2: 2,490 shares; 2025Q3: 1,825 shares; 2025Q4: 2,130 shares; 2026Q1: 1,770 shares; 2026Q2: 1,785 shares 1,785 $271K 0.08% +15 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,946 shares; 2024Q4: 7,543 shares; 2025Q1: 5,791 shares; 2025Q2: 4,871 shares; 2025Q3: 4,741 shares; 2025Q4: 4,741 shares; 2026Q1: 4,508 shares; 2026Q2: 4,459 shares 4,459 $257K 0.07% -49 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: 701 shares; 2024Q4: 636 shares; 2025Q1: 586 shares; 2025Q2: 551 shares; 2025Q3: 506 shares; 2025Q4: 496 shares; 2026Q1: 486 shares; 2026Q2: 481 shares 481 $251K 0.07% -5 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: 730 shares; 2024Q4: 720 shares; 2025Q1: 718 shares; 2025Q2: 708 shares; 2025Q3: 612 shares; 2025Q4: 586 shares; 2026Q1: 574 shares; 2026Q2: 593 shares 593 $246K 0.07% +19 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,390 shares; 2024Q4: 13,165 shares; 2025Q1: 13,165 shares; 2025Q2: 13,090 shares; 2025Q3: 13,090 shares; 2025Q4: 13,090 shares; 2026Q1: 13,090 shares; 2026Q2: 13,090 shares 13,090 $232K 0.07% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,510 shares; 2024Q4: 26,495 shares; 2025Q1: 21,080 shares; 2025Q2: 18,301 shares; 2025Q3: 17,829 shares; 2025Q4: 4,419 shares; 2026Q1: 2,564 shares; 2026Q2: 6,594 shares 6,594 $220K 0.06% +4,030 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 422 shares 422 $215K 0.06% +7 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: 1,820 shares; 2024Q4: 1,560 shares; 2025Q1: 1,255 shares; 2025Q2: 1,250 shares; 2025Q3: 1,205 shares; 2025Q4: 1,150 shares; 2026Q1: 1,050 shares; 2026Q2: 1,127 shares 1,127 $214K 0.06% +77 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: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,043 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $213K 0.06% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598 shares; 2024Q4: 598 shares; 2025Q1: 562 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 512 shares; 2026Q1: 510 shares; 2026Q2: 505 shares 505 $199K 0.06% -5 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 839 shares 839 $190K 0.05% +39 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: 975 shares; 2024Q4: 975 shares; 2025Q1: 927 shares; 2025Q2: 907 shares; 2025Q3: 904 shares; 2025Q4: 837 shares; 2026Q1: 637 shares; 2026Q2: 695 shares 695 $189K 0.05% +58 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567 shares; 2024Q4: 550 shares; 2025Q1: 540 shares; 2025Q2: 530 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 500 shares 500 $185K 0.05% -10 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,575 shares; 2024Q4: 2,575 shares; 2025Q1: 2,300 shares; 2025Q2: 2,215 shares; 2025Q3: 2,715 shares; 2025Q4: 2,215 shares; 2026Q1: 2,215 shares; 2026Q2: 2,215 shares 2,215 $171K 0.05% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 668 shares; 2026Q2: 668 shares 668 $171K 0.05% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 561 shares 561 $167K 0.05% +31 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: 3,135 shares; 2024Q4: 3,080 shares; 2025Q1: 2,515 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 2,430 shares; 2026Q2: 2,430 shares 2,430 $166K 0.05% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 10,360 shares; 2025Q4: 7,360 shares; 2026Q1: 13,815 shares; 2026Q2: 13,815 shares 13,815 $164K 0.05% 0 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: 279 shares; 2024Q4: 233 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 262 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $163K 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 437 shares 437 $163K 0.05% 0 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: 2,261 shares; 2025Q4: 2,261 shares; 2026Q1: 2,261 shares; 2026Q2: 2,202 shares 2,202 $158K 0.05% -59 Timeline PHO 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: 2,920 shares; 2024Q4: 2,845 shares; 2025Q1: 2,810 shares; 2025Q2: 2,715 shares; 2025Q3: 2,600 shares; 2025Q4: 2,550 shares; 2026Q1: 2,260 shares; 2026Q2: 2,260 shares 2,260 $156K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,805 shares; 2024Q4: 9,669 shares; 2025Q1: 9,075 shares; 2025Q2: 8,355 shares; 2025Q3: 7,780 shares; 2025Q4: 7,780 shares; 2026Q1: 7,550 shares; 2026Q2: 7,540 shares 7,540 $156K 0.04% -10 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,110 shares; 2024Q4: 18,135 shares; 2025Q1: 9,730 shares; 2025Q2: 5,925 shares; 2025Q3: 6,680 shares; 2025Q4: 3,030 shares; 2026Q1: 3,000 shares; 2026Q2: 2,965 shares 2,965 $155K 0.04% -35 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: 485 shares; 2024Q4: 485 shares; 2025Q1: 515 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $153K 0.04% 0 Timeline PZA 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: 17,741 shares; 2024Q4: 21,796 shares; 2025Q1: 23,146 shares; 2025Q2: 18,061 shares; 2025Q3: 14,211 shares; 2025Q4: 12,386 shares; 2026Q1: 8,961 shares; 2026Q2: 6,286 shares 6,286 $148K 0.04% -2,675 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 608 shares; 2024Q4: 608 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 598 shares; 2026Q2: 588 shares 588 $146K 0.04% -10 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: 1,902 shares; 2024Q4: 1,902 shares; 2025Q1: 1,902 shares; 2025Q2: 2,142 shares; 2025Q3: 2,142 shares; 2025Q4: 1,902 shares; 2026Q1: 1,902 shares; 2026Q2: 1,902 shares 1,902 $144K 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 321 shares; 2025Q4: 299 shares; 2026Q1: 292 shares; 2026Q2: 292 shares 292 $143K 0.04% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,307 shares; 2024Q4: 6,905 shares; 2025Q1: 5,025 shares; 2025Q2: 4,508 shares; 2025Q3: 2,818 shares; 2025Q4: 2,614 shares; 2026Q1: 2,037 shares; 2026Q2: 3,223 shares 3,223 $142K 0.04% +1,186 Timeline BCGD BARON ETF TR More: the full row for BARON 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: 2,375 shares; 2026Q2: 5,325 shares 5,325 $141K 0.04% +2,950 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: 2,220 shares; 2024Q4: 1,720 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,680 shares; 2026Q1: 1,655 shares; 2026Q2: 1,655 shares 1,655 $137K 0.04% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares; 2026Q2: 1,095 shares 1,095 $132K 0.04% +39 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: 568 shares; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 682 shares; 2025Q4: 568 shares; 2026Q1: 568 shares; 2026Q2: 627 shares 627 $131K 0.04% +59 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $128K 0.04% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,531 shares; 2024Q4: 1,531 shares; 2025Q1: 1,531 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 1,080 shares; 2026Q2: 1,080 shares 1,080 $126K 0.04% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 502 shares; 2025Q4: 502 shares; 2026Q1: 502 shares; 2026Q2: 502 shares 502 $119K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364 shares; 2024Q4: 364 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares; 2026Q2: 359 shares 359 $119K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,997 shares; 2024Q4: 7,925 shares; 2025Q1: 6,475 shares; 2025Q2: 6,080 shares; 2025Q3: 4,780 shares; 2025Q4: 4,630 shares; 2026Q1: 4,630 shares; 2026Q2: 4,895 shares 4,895 $118K 0.03% +265 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 641 shares; 2025Q1: 570 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 527 shares 527 $117K 0.03% +77 Timeline DBJP 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: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $115K 0.03% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466 shares; 2024Q4: 524 shares; 2025Q1: 269 shares; 2025Q2: 281 shares; 2025Q3: 415 shares; 2025Q4: 757 shares; 2026Q1: 1,016 shares; 2026Q2: 1,177 shares 1,177 $114K 0.03% +161 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $112K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,040 shares; 2024Q4: 3,000 shares; 2025Q1: 2,600 shares; 2025Q2: 2,400 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $112K 0.03% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,043 shares; 2026Q1: 3,043 shares; 2026Q2: 3,043 shares 3,043 $111K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766 shares; 2024Q4: 766 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: 802 shares 802 $110K 0.03% +44 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: 620 shares; 2024Q4: 620 shares; 2025Q1: 580 shares; 2025Q2: 455 shares; 2025Q3: 395 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $110K 0.03% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,657 shares; 2024Q4: 3,217 shares; 2025Q1: 2,347 shares; 2025Q2: 2,832 shares; 2025Q3: 1,622 shares; 2025Q4: 1,482 shares; 2026Q1: 1,347 shares; 2026Q2: 1,317 shares 1,317 $109K 0.03% -30 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,452 shares; 2024Q4: 2,397 shares; 2025Q1: 2,372 shares; 2025Q2: 2,372 shares; 2025Q3: 2,372 shares; 2025Q4: 2,372 shares; 2026Q1: 2,372 shares; 2026Q2: 2,322 shares 2,322 $108K 0.03% -50 Timeline PICB 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: 2,050 shares; 2025Q3: 4,795 shares; 2025Q4: 4,537 shares; 2026Q1: 4,685 shares; 2026Q2: 4,559 shares 4,559 $106K 0.03% -126 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,312 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,312 shares; 2025Q3: 4,312 shares; 2025Q4: 2,156 shares; 2026Q1: 2,156 shares; 2026Q2: 2,156 shares 2,156 $103K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 93 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 105 shares 105 $101K 0.03% +15 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: 22,306 shares; 2024Q4: 21,324 shares; 2025Q1: 14,804 shares; 2025Q2: 11,549 shares; 2025Q3: 10,764 shares; 2025Q4: 5,324 shares; 2026Q1: 4,449 shares; 2026Q2: 4,071 shares 4,071 $99.9K 0.03% -378 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $99K 0.03% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244 shares; 2024Q4: 243 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 266 shares; 2025Q4: 227 shares; 2026Q1: 217 shares; 2026Q2: 287 shares 287 $98.5K 0.03% +70 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: 4,064 shares; 2024Q4: 3,974 shares; 2025Q1: 3,934 shares; 2025Q2: 3,359 shares; 2025Q3: 2,650 shares; 2025Q4: 1,235 shares; 2026Q1: 930 shares; 2026Q2: 650 shares 650 $98.4K 0.03% -280 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $98.2K 0.03% 0 Timeline IUSG 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: 520 shares 520 $97.8K 0.03% new Timeline IUSV 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: 871 shares 871 $95.9K 0.03% new 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: 795 shares; 2024Q4: 755 shares; 2025Q1: 705 shares; 2025Q2: 650 shares; 2025Q3: 706 shares; 2025Q4: 1,202 shares; 2026Q1: 2,010 shares; 2026Q2: 1,806 shares 1,806 $95.9K 0.03% -204 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM 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: 11,430 shares; 2025Q4: 6,020 shares; 2026Q1: 6,020 shares; 2026Q2: 6,020 shares 6,020 $94.8K 0.03% 0 Timeline HDV 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: 3,385 shares 3,385 $92.8K 0.03% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,565 shares; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares; 2026Q2: 1,565 shares 1,565 $92.2K 0.03% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132 shares; 2024Q4: 1,135 shares; 2025Q1: 960 shares; 2025Q2: 1,270 shares; 2025Q3: 367 shares; 2025Q4: 362 shares; 2026Q1: 481 shares; 2026Q2: 581 shares 581 $92.2K 0.03% +100 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares; 2026Q2: 1,568 shares 1,568 $90.7K 0.03% -77 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 665 shares; 2026Q2: 665 shares 665 $88.2K 0.03% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares; 2026Q2: 3,900 shares 3,900 $86.1K 0.02% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800 $85.6K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 20 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 475 shares 475 $84.7K 0.02% +456 Timeline TGB TREKOR METALS LTD More: the full row for TREKOR METALS 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: 12,200 shares 12,200 $83.9K 0.02% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 2,400 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 6,040 shares 6,040 $80.4K 0.02% +4,040 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 4,015 shares; 2025Q2: 4,430 shares; 2025Q3: 4,480 shares; 2025Q4: 6,010 shares; 2026Q1: 2,545 shares; 2026Q2: 860 shares 860 $76.1K 0.02% -1,685 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: 178 shares; 2024Q4: 178 shares; 2025Q1: 245 shares; 2025Q2: 188 shares; 2025Q3: 208 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $74.7K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,464 shares; 2024Q4: 4,539 shares; 2025Q1: 4,475 shares; 2025Q2: 4,650 shares; 2025Q3: 4,701 shares; 2025Q4: 3,536 shares; 2026Q1: 757 shares; 2026Q2: 467 shares 467 $73.2K 0.02% -290 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: 470 shares; 2024Q4: 722 shares; 2025Q1: 722 shares; 2025Q2: 867 shares; 2025Q3: 920 shares; 2025Q4: 4,625 shares; 2026Q1: 400 shares; 2026Q2: 715 shares 715 $71K 0.02% +315 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: 805 shares; 2024Q4: 805 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 755 shares; 2026Q2: 755 shares 755 $69.2K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 249 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 235 shares 235 $68.9K 0.02% +15 Timeline PGX 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: 21,279 shares; 2024Q4: 16,480 shares; 2025Q1: 5,315 shares; 2025Q2: 4,060 shares; 2025Q3: 3,178 shares; 2025Q4: 3,288 shares; 2026Q1: 4,343 shares; 2026Q2: 6,273 shares 6,273 $68K 0.02% +1,930 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: 1,057 shares; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 591 shares; 2026Q1: 591 shares; 2026Q2: 425 shares 425 $67.9K 0.02% -166 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: not reported; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 140 shares 140 $66.9K 0.02% +100 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: 498 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 467 shares; 2026Q2: 467 shares 467 $66.9K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 66 shares 66 $66.8K 0.02% +16 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 603 shares; 2024Q4: 758 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 649 shares; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 620 shares 620 $64.5K 0.02% 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: 2,398 shares; 2024Q4: 2,378 shares; 2025Q1: 2,318 shares; 2025Q2: 2,415 shares; 2025Q3: 2,360 shares; 2025Q4: 2,225 shares; 2026Q1: 443 shares; 2026Q2: 188 shares 188 $63.6K 0.02% -255 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 2,540 shares; 2026Q2: 2,540 shares 2,540 $62.7K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 421 shares 421 $62.4K 0.02% +326 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: 954 shares; 2026Q1: 954 shares; 2026Q2: 1,027 shares 1,027 $61.7K 0.02% +73 Timeline ACNB ACNB CORP More: the full row for ACNB 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: 990 shares; 2026Q2: 990 shares 990 $58.8K 0.02% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,875 shares; 2024Q4: 2,875 shares; 2025Q1: 2,485 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,250 shares 2,250 $58.5K 0.02% -100 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: 626 shares; 2024Q4: 626 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 400 shares; 2026Q2: 438 shares 438 $57.2K 0.02% +38 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,278 shares; 2024Q4: 1,183 shares; 2025Q1: 598 shares; 2025Q2: 485 shares; 2025Q3: 420 shares; 2025Q4: 730 shares; 2026Q1: 710 shares; 2026Q2: 1,123 shares 1,123 $57.1K 0.02% +413 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 113 shares 113 $55.9K 0.02% +17 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $55K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 56 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 66 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $54.8K 0.02% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $54.6K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 341 shares 341 $53.9K 0.02% +111 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,436 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,200 shares 2,200 $52.8K 0.02% -100 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $51.9K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380 shares 380 $51.5K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $51.1K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 862 shares; 2026Q1: 862 shares; 2026Q2: 954 shares 954 $50.7K 0.01% +92 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $49.8K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,500 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $48.6K 0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 625 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 585 shares; 2026Q2: 585 shares 585 $48.2K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,488 shares; 2024Q4: 4,417 shares; 2025Q1: 1,599 shares; 2025Q2: 645 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $47.5K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 192 shares; 2025Q2: 159 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $47.4K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 1,162 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares; 2026Q2: 996 shares 996 $47.4K 0.01% -166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 787 shares 787 $47K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $47K 0.01% 0 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 519 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $46.9K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 805 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 845 shares; 2026Q2: 845 shares 845 $45.2K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: 4,405 shares; 2025Q1: 1,325 shares; 2025Q2: 365 shares; 2025Q3: 345 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $45.2K 0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 834 shares; 2026Q2: 834 shares 834 $43.2K 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: 382 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 325 shares 325 $43.1K 0.01% -15 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $42.8K 0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $41.9K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 204 shares 204 $40.9K 0.01% +52 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,040 shares; 2024Q4: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $40.3K 0.01% 0 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS 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: 1,000 shares; 2026Q2: 1,000 shares 1,000 $38.3K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,495 shares; 2024Q4: 1,305 shares; 2025Q1: 820 shares; 2025Q2: 730 shares; 2025Q3: 721 shares; 2025Q4: 686 shares; 2026Q1: 400 shares; 2026Q2: 448 shares 448 $37.9K 0.01% +48 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: 704 shares; 2024Q4: 680 shares; 2025Q1: 530 shares; 2025Q2: 380 shares; 2025Q3: 883 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 358 shares 358 $37.2K 0.01% 0 Timeline SHM 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 975 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 775 shares 775 $37.2K 0.01% 0 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: 4,592 shares; 2024Q4: 5,094 shares; 2025Q1: 1,627 shares; 2025Q2: 290 shares; 2025Q3: 275 shares; 2025Q4: 220 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $36.8K 0.01% 0 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567 shares; 2024Q4: 649 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 445 shares; 2025Q4: 495 shares; 2026Q1: 375 shares; 2026Q2: 340 shares 340 $35.3K 0.01% -35 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: 85 shares; 2024Q4: 85 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $35.3K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,125 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $34K 0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,088 shares; 2024Q4: 1,013 shares; 2025Q1: 1,005 shares; 2025Q2: 922 shares; 2025Q3: 847 shares; 2025Q4: 774 shares; 2026Q1: 624 shares; 2026Q2: 324 shares 324 $33.1K 0.01% -300 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: 81 shares; 2024Q4: 81 shares; 2025Q1: 75 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $32.6K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $32.2K 0.01% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $31.6K 0.01% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 958 shares; 2025Q1: 958 shares; 2025Q2: 958 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $31.2K 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: 205 shares; 2024Q4: 205 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $30.8K 0.01% 0 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: 570 shares; 2024Q4: 570 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $30.2K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 415 shares 415 $29.7K 0.01% 0 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: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $29.3K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $29.3K 0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $29.1K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447 shares; 2024Q4: 367 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 341 shares; 2026Q2: 261 shares 261 $28.6K 0.01% -80 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $28.2K 0.01% 0 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: 7,860 shares; 2024Q4: 6,970 shares; 2025Q1: 3,110 shares; 2025Q2: 785 shares; 2025Q3: 640 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $28.1K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 190 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $27.9K 0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $27.8K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $27.4K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104 shares; 2026Q2: 73 shares 73 $27.4K 0.01% -31 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,211 shares; 2025Q2: 2,000 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,650 shares 1,650 $27.3K 0.01% -150 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $27.3K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $26.6K 0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 320 shares; 2025Q1: 145 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,250 shares 1,250 $25.6K 0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $25.5K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 549 shares; 2025Q4: 299 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $24.5K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $23.7K 0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $22.8K 0.01% 0 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: 113 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $22.4K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $22.2K 0.01% 0 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 65 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 65 shares 65 $22K 0.01% +40 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $21.7K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 45 shares; 2026Q2: 30 shares 30 $21.4K 0.01% -15 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $20.5K 0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 678 shares; 2026Q1: 678 shares; 2026Q2: 678 shares 678 $20K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $19.9K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $19.9K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 300 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $19.7K 0.01% 0 Timeline MNSB MAINSTREET BANCSHARES INC More: the full row for MAINSTREET BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 790 shares; 2026Q2: 790 shares 790 $19.5K 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: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $18.6K 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: 1,093 shares; 2024Q4: 679 shares; 2025Q1: 369 shares; 2025Q2: 320 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $17.8K 0.01% 0 Timeline VPU 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $17.6K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $17.5K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 132 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $17.2K <0.01% 0 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $16.5K <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $16.1K <0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,530 shares; 2025Q1: 9,060 shares; 2025Q2: 2,680 shares; 2025Q3: 3,920 shares; 2025Q4: 1,500 shares; 2026Q1: 1,140 shares; 2026Q2: 555 shares 555 $16.1K <0.01% -585 Timeline SOXX 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: 35 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $16K <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: 65 shares; 2024Q4: 65 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 173 shares 173 $16K <0.01% +80 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: 130 shares; 2024Q4: 75 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: not reported; 2026Q2: 59 shares 59 $14.7K <0.01% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $14.5K <0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $13.6K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $13.3K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $13.2K <0.01% 0 Timeline BAB 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: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $13.2K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 665 shares; 2024Q4: 593 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493 $13.1K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $12.6K <0.01% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 180 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 100 shares 100 $11.8K <0.01% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 637 shares; 2025Q4: 637 shares; 2026Q1: 380 shares; 2026Q2: 380 shares 380 $11.8K <0.01% 0 Timeline USAS AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER COR 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: 2,500 shares; 2026Q2: 2,500 shares 2,500 $11.8K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 42 shares 42 $11.8K <0.01% +22 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $11.5K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $11.5K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 465 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $11.1K <0.01% 0 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 73 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $10.9K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ 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: 120 shares; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $10.7K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62 shares 62 $10.4K <0.01% new 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: 60 shares 60 $10.3K <0.01% new Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,233 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares; 2026Q2: 1,233 shares 1,233 $10.2K <0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $10K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $10K <0.01% 0 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $9.93K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares 75 $9.93K <0.01% new 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: 10 shares; 2025Q2: 10 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $9.58K <0.01% 0 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: 124 shares; 2024Q4: 124 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $9.43K <0.01% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $9.03K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 327 shares; 2026Q2: 218 shares 218 $8.83K <0.01% -109 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $8.51K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $7.71K <0.01% 0 Timeline PYXS PYXIS ONCOLOGY INC More: the full row for PYXIS ONCOLOGY 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: 2,500 shares 2,500 $7.38K <0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $7.36K <0.01% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 143 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $7.24K <0.01% 0 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: 4,545 shares; 2024Q4: 4,495 shares; 2025Q1: 3,935 shares; 2025Q2: 3,065 shares; 2025Q3: 2,920 shares; 2025Q4: 535 shares; 2026Q1: 155 shares; 2026Q2: 95 shares 95 $6.83K <0.01% -60 Timeline NVR NVR INC More: the full row for NVR 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: 1 shares 1 $6.81K <0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 58 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $6.53K <0.01% 0 Timeline SVCO SILVACO GROUP INC More: the full row for SILVACO 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: 470 shares 470 $6.48K <0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 141 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $6.41K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $6.39K <0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $6.3K <0.01% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $6.26K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $6.11K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 180 shares; 2025Q4: 270 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $6K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,130 shares; 2024Q4: 1,290 shares; 2025Q1: 2,475 shares; 2025Q2: 2,200 shares; 2025Q3: 780 shares; 2025Q4: 730 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $5.93K <0.01% 0 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: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $5.9K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 342 shares 342 $5.83K <0.01% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares 135 $5.75K <0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 310 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 295 shares 295 $5.7K <0.01% +195 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $5.57K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $5.57K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61 shares 61 $5.26K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51 shares 51 $5.21K <0.01% new 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: 267 shares; 2024Q4: 267 shares; 2025Q1: 186 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $5.13K <0.01% 0 Timeline ASYS AMTECH SYS INC More: the full row for AMTECH 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 220 shares 220 $5.08K <0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $5.03K <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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88 shares 88 $4.77K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $4.73K <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $4.72K <0.01% 0 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $4.65K <0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 173 shares 173 $4.59K <0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 15 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $4.33K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 821 shares; 2024Q4: 821 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 401 shares 401 $4.33K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $4.32K <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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $4.22K <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: 2,060 shares; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $4.17K <0.01% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $4.17K <0.01% 0 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $4.16K <0.01% 0 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $4.15K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $4.13K <0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $3.93K <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV 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: 215 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $3.74K <0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $3.68K <0.01% 0 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $3.67K <0.01% 0 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: 627 shares; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 627 shares; 2026Q2: 627 shares 627 $3.64K <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: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 41 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $3.5K <0.01% 0 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $3.46K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $3.4K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70 shares 70 $3.19K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 110 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $3.03K <0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $2.99K <0.01% new Timeline CPRT COPART INC More: the full row for COPART INC 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: 183 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $2.9K <0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $2.83K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 8 shares 8 $2.75K <0.01% -8 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $2.66K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 25 shares; 2026Q2: 25 shares 25 $2.49K <0.01% 0 Timeline ALCO ALICO INC More: the full row for ALICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $2.48K <0.01% 0 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $2.36K <0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC 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: 23 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $2.25K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $2.18K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 75 shares; 2026Q2: 25 shares 25 $2.05K <0.01% -50 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $2.04K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,888 shares; 2024Q4: 6,361 shares; 2025Q1: 1,710 shares; 2025Q2: 741 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $1.81K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $1.72K <0.01% 0 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $1.69K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $1.51K <0.01% new Timeline GMEWS GAMESTOP CORP NEW More: the full row for GAMESTOP 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: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $1.12K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 180 shares; 2026Q2: 180 shares 180 $851 <0.01% 0 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $693 <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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $653 <0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $363 <0.01% new Timeline LCID LUCID GROUP INC More: the full row for LUCID 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: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $335 <0.01% 0 Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $301 <0.01% 0 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $31 <0.01% 0 Timeline