IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 158,957 shares; 2024Q1: 158,377 shares; 2024Q2: not loaded; 2024Q3: 155,251 shares; 2024Q4: 149,686 shares; 2025Q1: 149,714 shares; 2025Q2: 149,047 shares; 2025Q3: 146,326 shares 146,326 $68.5M 25.07% -2,721 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 241,966 shares; 2024Q1: 249,131 shares; 2024Q2: not loaded; 2024Q3: 255,026 shares; 2024Q4: 253,893 shares; 2025Q1: 261,033 shares; 2025Q2: 266,109 shares; 2025Q3: 267,641 shares 267,641 $54.5M 19.93% +1,532 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; 2023Q4: 465,298 shares; 2024Q1: 484,385 shares; 2024Q2: not loaded; 2024Q3: 499,939 shares; 2024Q4: 505,794 shares; 2025Q1: 465,840 shares; 2025Q2: 438,479 shares; 2025Q3: 429,444 shares 429,444 $25.7M 9.41% -9,035 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 136,592 shares; 2024Q1: 138,126 shares; 2024Q2: not loaded; 2024Q3: 139,538 shares; 2024Q4: 136,225 shares; 2025Q1: 134,270 shares; 2025Q2: 131,203 shares; 2025Q3: 129,327 shares 129,327 $18.4M 6.74% -1,876 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 110,050 shares; 2024Q1: 113,138 shares; 2024Q2: not loaded; 2024Q3: 115,561 shares; 2024Q4: 115,077 shares; 2025Q1: 114,284 shares; 2025Q2: 110,646 shares; 2025Q3: 110,693 shares 110,693 $15.5M 5.65% +47 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 33,223 shares; 2024Q1: 34,322 shares; 2024Q2: not loaded; 2024Q3: 35,087 shares; 2024Q4: 34,708 shares; 2025Q1: 35,044 shares; 2025Q2: 36,439 shares; 2025Q3: 36,537 shares 36,537 $11.7M 4.28% +98 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 54,306 shares; 2024Q1: 56,195 shares; 2024Q2: not loaded; 2024Q3: 57,559 shares; 2024Q4: 57,678 shares; 2025Q1: 59,403 shares; 2025Q2: 60,646 shares; 2025Q3: 61,073 shares 61,073 $10.8M 3.95% +427 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; 2023Q4: 179,786 shares; 2024Q1: 187,793 shares; 2024Q2: not loaded; 2024Q3: 191,939 shares; 2024Q4: 193,138 shares; 2025Q1: 181,243 shares; 2025Q2: 164,703 shares; 2025Q3: 163,357 shares 163,357 $8.85M 3.24% -1,346 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,146 shares; 2024Q1: 1,147 shares; 2024Q2: not loaded; 2024Q3: 1,148 shares; 2024Q4: 1,068 shares; 2025Q1: 88,321 shares; 2025Q2: 86,203 shares; 2025Q3: 85,453 shares 85,453 $7.06M 2.58% -750 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,123 shares; 2024Q1: 20,435 shares; 2024Q2: not loaded; 2024Q3: 20,655 shares; 2024Q4: 19,531 shares; 2025Q1: 20,884 shares; 2025Q2: 20,894 shares; 2025Q3: 19,494 shares 19,494 $4.96M 1.82% -1,400 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,334 shares; 2024Q1: 13,907 shares; 2024Q2: not loaded; 2024Q3: 14,044 shares; 2024Q4: 10,716 shares; 2025Q1: 10,323 shares; 2025Q2: 9,523 shares; 2025Q3: 9,292 shares 9,292 $4.13M 1.51% -231 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; 2023Q4: 24,872 shares; 2024Q1: 24,864 shares; 2024Q2: not loaded; 2024Q3: 24,555 shares; 2024Q4: 24,499 shares; 2025Q1: 25,894 shares; 2025Q2: 25,336 shares; 2025Q3: 25,216 shares 25,216 $3.53M 1.29% -120 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,358 shares; 2024Q1: 4,481 shares; 2024Q2: not loaded; 2024Q3: 4,590 shares; 2024Q4: 4,407 shares; 2025Q1: 4,701 shares; 2025Q2: 4,504 shares; 2025Q3: 4,053 shares 4,053 $2.1M 0.77% -451 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,945 shares; 2024Q1: 4,625 shares; 2024Q2: not loaded; 2024Q3: 4,796 shares; 2024Q4: 4,802 shares; 2025Q1: 5,119 shares; 2025Q2: 5,425 shares; 2025Q3: 5,689 shares 5,689 $1.87M 0.68% +264 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,375 shares; 2024Q1: 20,822 shares; 2024Q2: not loaded; 2024Q3: 20,833 shares; 2024Q4: 20,645 shares; 2025Q1: 19,756 shares; 2025Q2: 19,734 shares; 2025Q3: 19,511 shares 19,511 $1.57M 0.58% -223 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,172 shares; 2024Q1: 2,159 shares; 2024Q2: not loaded; 2024Q3: 2,102 shares; 2024Q4: 2,053 shares; 2025Q1: 2,037 shares; 2025Q2: 2,000 shares; 2025Q3: 1,954 shares 1,954 $1.33M 0.49% -46 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,070 shares; 2024Q1: 14,070 shares; 2024Q2: not loaded; 2024Q3: 13,820 shares; 2024Q4: 13,820 shares; 2025Q1: 13,820 shares; 2025Q2: 13,820 shares; 2025Q3: 13,635 shares 13,635 $1.29M 0.47% -185 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; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: not loaded; 2024Q3: 54 shares; 2024Q4: 55 shares; 2025Q1: 6,447 shares; 2025Q2: 6,440 shares; 2025Q3: 6,663 shares 6,663 $1.24M 0.45% +223 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,381 shares; 2024Q1: 4,143 shares; 2024Q2: not loaded; 2024Q3: 4,293 shares; 2024Q4: 4,255 shares; 2025Q1: 4,137 shares; 2025Q2: 4,111 shares; 2025Q3: 4,188 shares 4,188 $1.02M 0.37% +77 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; 2023Q4: 7,559 shares; 2024Q1: 7,579 shares; 2024Q2: not loaded; 2024Q3: 7,626 shares; 2024Q4: 7,638 shares; 2025Q1: 7,708 shares; 2025Q2: 7,628 shares; 2025Q3: 7,690 shares 7,690 $867K 0.32% +62 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; 2023Q4: 17,043 shares; 2024Q1: 17,043 shares; 2024Q2: not loaded; 2024Q3: 12,604 shares; 2024Q4: 14,817 shares; 2025Q1: 14,841 shares; 2025Q2: 11,262 shares; 2025Q3: 11,301 shares 11,301 $840K 0.31% +39 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 472 shares; 2024Q1: 486 shares; 2024Q2: not loaded; 2024Q3: 5,462 shares; 2024Q4: 4,221 shares; 2025Q1: 4,278 shares; 2025Q2: 4,302 shares; 2025Q3: 4,215 shares 4,215 $786K 0.29% -87 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,180 shares; 2024Q1: 3,180 shares; 2024Q2: not loaded; 2024Q3: 3,551 shares; 2024Q4: 3,183 shares; 2025Q1: 3,185 shares; 2025Q2: 3,187 shares; 2025Q3: 3,189 shares 3,189 $775K 0.28% +2 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; 2023Q4: 1,084 shares; 2024Q1: 1,509 shares; 2024Q2: not loaded; 2024Q3: 1,516 shares; 2024Q4: 1,530 shares; 2025Q1: 1,475 shares; 2025Q2: 1,468 shares; 2025Q3: 1,465 shares 1,465 $703K 0.26% -3 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 185 shares; 2024Q1: 925 shares; 2024Q2: not loaded; 2024Q3: 925 shares; 2024Q4: 1,005 shares; 2025Q1: 1,042 shares; 2025Q2: 1,043 shares; 2025Q3: 1,029 shares 1,029 $689K 0.25% -14 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; 2023Q4: 1,287 shares; 2024Q1: 1,291 shares; 2024Q2: not loaded; 2024Q3: 1,292 shares; 2024Q4: 1,294 shares; 2025Q1: 1,299 shares; 2025Q2: 998 shares; 2025Q3: 1,000 shares 1,000 $666K 0.24% +2 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; 2023Q4: 3,604 shares; 2024Q1: 3,619 shares; 2024Q2: not loaded; 2024Q3: 3,806 shares; 2024Q4: 3,663 shares; 2025Q1: 3,799 shares; 2025Q2: 3,804 shares; 2025Q3: 3,720 shares 3,720 $572K 0.21% -84 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; 2023Q4: 1,923 shares; 2024Q1: 1,774 shares; 2024Q2: not loaded; 2024Q3: 2,221 shares; 2024Q4: 2,046 shares; 2025Q1: 2,176 shares; 2025Q2: 2,181 shares; 2025Q3: 1,781 shares 1,781 $562K 0.21% -400 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; 2023Q4: 818 shares; 2024Q1: 837 shares; 2024Q2: not loaded; 2024Q3: 827 shares; 2024Q4: 827 shares; 2025Q1: 1,035 shares; 2025Q2: 1,083 shares; 2025Q3: 996 shares 996 $501K 0.18% -87 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; 2023Q4: 469 shares; 2024Q1: 516 shares; 2024Q2: not loaded; 2024Q3: 497 shares; 2024Q4: 483 shares; 2025Q1: 2,502 shares; 2025Q2: 2,502 shares; 2025Q3: 2,496 shares 2,496 $436K 0.16% -6 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; 2023Q4: 6,118 shares; 2024Q1: 6,118 shares; 2024Q2: not loaded; 2024Q3: 6,185 shares; 2024Q4: 6,246 shares; 2025Q1: 6,209 shares; 2025Q2: 6,012 shares; 2025Q3: 6,043 shares 6,043 $401K 0.15% +31 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; 2023Q4: 469 shares; 2024Q1: 505 shares; 2024Q2: not loaded; 2024Q3: 450 shares; 2024Q4: 394 shares; 2025Q1: 398 shares; 2025Q2: 411 shares; 2025Q3: 411 shares 411 $381K 0.14% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 840 shares; 2024Q1: 685 shares; 2024Q2: not loaded; 2024Q3: 675 shares; 2024Q4: 677 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 630 shares 630 $378K 0.14% +2 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; 2023Q4: 1,183 shares; 2024Q1: 1,296 shares; 2024Q2: not loaded; 2024Q3: 1,390 shares; 2024Q4: 1,299 shares; 2025Q1: 1,291 shares; 2025Q2: 1,284 shares; 2025Q3: 1,288 shares 1,288 $363K 0.13% +4 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; 2023Q4: 1,993 shares; 2024Q1: 1,954 shares; 2024Q2: not loaded; 2024Q3: 2,220 shares; 2024Q4: 1,756 shares; 2025Q1: 1,661 shares; 2025Q2: 1,643 shares; 2025Q3: 1,643 shares 1,643 $361K 0.13% 0 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; 2023Q4: 736 shares; 2024Q1: 736 shares; 2024Q2: not loaded; 2024Q3: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares 938 $333K 0.12% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,681 shares; 2024Q1: 1,681 shares; 2024Q2: not loaded; 2024Q3: 1,681 shares; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,641 shares; 2025Q3: 1,641 shares 1,641 $330K 0.12% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,507 shares; 2024Q1: 7,896 shares; 2024Q2: not loaded; 2024Q3: 7,783 shares; 2024Q4: 7,589 shares; 2025Q1: 7,506 shares; 2025Q2: 7,402 shares; 2025Q3: 7,145 shares 7,145 $318K 0.12% -257 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; 2023Q4: 10,905 shares; 2024Q1: 10,922 shares; 2024Q2: not loaded; 2024Q3: 10,958 shares; 2024Q4: 10,972 shares; 2025Q1: 10,986 shares; 2025Q2: 10,998 shares; 2025Q3: 10,907 shares 10,907 $308K 0.11% -91 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,771 shares; 2024Q1: 2,702 shares; 2024Q2: not loaded; 2024Q3: 2,665 shares; 2024Q4: 2,379 shares; 2025Q1: 2,132 shares; 2025Q2: 2,133 shares; 2025Q3: 2,134 shares 2,134 $303K 0.11% +1 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,985 shares; 2024Q1: 6,003 shares; 2024Q2: not loaded; 2024Q3: 6,514 shares; 2024Q4: 7,022 shares; 2025Q1: 7,019 shares; 2025Q2: 6,855 shares; 2025Q3: 6,729 shares 6,729 $288K 0.11% -126 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; 2023Q4: 556 shares; 2024Q1: 576 shares; 2024Q2: not loaded; 2024Q3: 578 shares; 2024Q4: 578 shares; 2025Q1: 606 shares; 2025Q2: 597 shares; 2025Q3: 575 shares 575 $287K 0.11% -22 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 829 shares; 2024Q1: 829 shares; 2024Q2: not loaded; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 835 shares 835 $285K 0.1% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,160 shares; 2024Q1: 1,333 shares; 2024Q2: not loaded; 2024Q3: 1,242 shares; 2024Q4: 1,246 shares; 2025Q1: 1,208 shares; 2025Q2: 1,151 shares; 2025Q3: 1,188 shares 1,188 $275K 0.1% +37 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,812 shares; 2024Q1: 2,812 shares; 2024Q2: not loaded; 2024Q3: 2,812 shares; 2024Q4: 2,812 shares; 2025Q1: 2,812 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares 2,900 $275K 0.1% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,607 shares; 2024Q1: 1,675 shares; 2024Q2: not loaded; 2024Q3: 1,646 shares; 2024Q4: 1,550 shares; 2025Q1: 1,658 shares; 2025Q2: 1,469 shares; 2025Q3: 1,420 shares 1,420 $263K 0.1% -49 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; 2023Q4: 1,347 shares; 2024Q1: 1,347 shares; 2024Q2: not loaded; 2024Q3: 1,347 shares; 2024Q4: 1,347 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares; 2025Q3: 1,347 shares 1,347 $260K 0.09% 0 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; 2023Q4: 1,196 shares; 2024Q1: 1,196 shares; 2024Q2: not loaded; 2024Q3: 1,122 shares; 2024Q4: 1,123 shares; 2025Q1: 1,269 shares; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares 1,049 $248K 0.09% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,088 shares; 2024Q1: 1,128 shares; 2024Q2: not loaded; 2024Q3: 1,128 shares; 2024Q4: 1,102 shares; 2025Q1: 1,042 shares; 2025Q2: 1,017 shares; 2025Q3: 1,014 shares 1,014 $245K 0.09% -3 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; 2023Q4: 587 shares; 2024Q1: 587 shares; 2024Q2: not loaded; 2024Q3: 803 shares; 2024Q4: 1,174 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,174 shares 1,174 $239K 0.09% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 274 shares; 2024Q1: 274 shares; 2024Q2: not loaded; 2024Q3: 340 shares; 2024Q4: 284 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 309 shares 309 $236K 0.09% +12 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,451 shares; 2024Q1: 5,451 shares; 2024Q2: not loaded; 2024Q3: 5,428 shares; 2024Q4: 5,428 shares; 2025Q1: 5,428 shares; 2025Q2: 4,758 shares; 2025Q3: 4,758 shares 4,758 $230K 0.08% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 557 shares; 2024Q1: 557 shares; 2024Q2: not loaded; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 2,284 shares; 2025Q2: 2,284 shares; 2025Q3: 2,284 shares 2,284 $218K 0.08% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,189 shares; 2024Q1: 4,194 shares; 2024Q2: not loaded; 2024Q3: 4,107 shares; 2024Q4: 4,112 shares; 2025Q1: 4,116 shares; 2025Q2: 4,120 shares; 2025Q3: 4,124 shares 4,124 $213K 0.08% +4 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 995 shares; 2024Q1: 1,144 shares; 2024Q2: not loaded; 2024Q3: 1,632 shares; 2024Q4: 1,366 shares; 2025Q1: 1,354 shares; 2025Q2: 1,283 shares; 2025Q3: 1,338 shares 1,338 $208K 0.08% +55 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 671 shares 671 $197K 0.07% +188 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,072 shares; 2024Q1: 1,011 shares; 2024Q2: not loaded; 2024Q3: 1,195 shares; 2024Q4: 1,015 shares; 2025Q1: 1,063 shares; 2025Q2: 1,042 shares; 2025Q3: 1,138 shares 1,138 $190K 0.07% +96 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,486 shares; 2024Q1: 1,486 shares; 2024Q2: not loaded; 2024Q3: 1,486 shares; 2024Q4: 1,288 shares; 2025Q1: 1,288 shares; 2025Q2: 1,288 shares; 2025Q3: 1,288 shares 1,288 $188K 0.07% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 878 shares; 2024Q1: 878 shares; 2024Q2: not loaded; 2024Q3: 1,044 shares; 2024Q4: 878 shares; 2025Q1: 878 shares; 2025Q2: 878 shares; 2025Q3: 888 shares 888 $187K 0.07% +10 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; 2023Q4: 139 shares; 2024Q1: 139 shares; 2024Q2: not loaded; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares 139 $183K 0.07% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 698 shares; 2024Q1: 667 shares; 2024Q2: not loaded; 2024Q3: 668 shares; 2024Q4: 668 shares; 2025Q1: 1,939 shares; 2025Q2: 1,948 shares; 2025Q3: 1,957 shares 1,957 $175K 0.06% +9 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 609 shares; 2024Q1: 609 shares; 2024Q2: not loaded; 2024Q3: 700 shares; 2024Q4: 609 shares; 2025Q1: 886 shares; 2025Q2: 809 shares; 2025Q3: 809 shares 809 $175K 0.06% 0 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; 2023Q4: 2,105 shares; 2024Q1: 2,105 shares; 2024Q2: not loaded; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 2,467 shares; 2025Q2: 2,055 shares; 2025Q3: 2,155 shares 2,155 $163K 0.06% +100 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 564 shares; 2024Q1: 564 shares; 2024Q2: not loaded; 2024Q3: 564 shares; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares 564 $163K 0.06% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: not loaded; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares 550 $161K 0.06% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 316 shares; 2024Q1: 343 shares; 2024Q2: not loaded; 2024Q3: 394 shares; 2024Q4: 318 shares; 2025Q1: 407 shares; 2025Q2: 389 shares; 2025Q3: 389 shares 389 $158K 0.06% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: not loaded; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $157K 0.06% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,399 shares; 2024Q1: 3,416 shares; 2024Q2: not loaded; 2024Q3: 3,352 shares; 2024Q4: 3,371 shares; 2025Q1: 3,390 shares; 2025Q2: 3,563 shares; 2025Q3: 3,582 shares 3,582 $157K 0.06% +19 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 408 shares; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares 1,500 $151K 0.06% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,180 shares; 2024Q1: 1,180 shares; 2024Q2: not loaded; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares 1,180 $142K 0.05% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,711 shares; 2024Q1: 1,711 shares; 2024Q2: not loaded; 2024Q3: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 1,711 shares; 2025Q2: 1,681 shares; 2025Q3: 1,471 shares 1,471 $142K 0.05% -210 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares 303 $139K 0.05% 0 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; 2023Q4: 128 shares; 2024Q1: 128 shares; 2024Q2: not loaded; 2024Q3: 237 shares; 2024Q4: 188 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares 187 $137K 0.05% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 174 shares; 2024Q1: 174 shares; 2024Q2: not loaded; 2024Q3: 235 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares 174 $134K 0.05% 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; 2023Q4: 4,579 shares; 2024Q1: 4,692 shares; 2024Q2: not loaded; 2024Q3: 4,898 shares; 2024Q4: 4,901 shares; 2025Q1: 5,104 shares; 2025Q2: 5,107 shares; 2025Q3: 5,111 shares 5,111 $130K 0.05% +4 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; 2023Q4: 2,712 shares; 2024Q1: 2,603 shares; 2024Q2: not loaded; 2024Q3: 2,603 shares; 2024Q4: 2,189 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,774 shares 1,774 $128K 0.05% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,649 shares; 2024Q1: 1,649 shares; 2024Q2: not loaded; 2024Q3: 1,992 shares; 2024Q4: 1,649 shares; 2025Q1: 1,649 shares; 2025Q2: 1,649 shares; 2025Q3: 1,600 shares 1,600 $128K 0.05% -49 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 62 shares; 2024Q2: not loaded; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 202 shares 202 $123K 0.05% +1 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 110 shares; 2024Q1: 110 shares; 2024Q2: not loaded; 2024Q3: 161 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares 162 $121K 0.04% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 349 shares; 2024Q1: 349 shares; 2024Q2: not loaded; 2024Q3: 489 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 250 shares 250 $119K 0.04% -100 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; 2023Q4: 378 shares; 2024Q1: 378 shares; 2024Q2: not loaded; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 397 shares 397 $119K 0.04% +19 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 781 shares; 2024Q1: 782 shares; 2024Q2: not loaded; 2024Q3: 986 shares; 2024Q4: 783 shares; 2025Q1: 784 shares; 2025Q2: 784 shares; 2025Q3: 885 shares 885 $119K 0.04% +101 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,316 shares; 2024Q1: 1,316 shares; 2024Q2: not loaded; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,075 shares; 2025Q2: 925 shares; 2025Q3: 851 shares 851 $118K 0.04% -74 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; 2023Q4: 147 shares; 2024Q1: 147 shares; 2024Q2: not loaded; 2024Q3: 193 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares 147 $117K 0.04% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 511 shares; 2024Q1: 512 shares; 2024Q2: not loaded; 2024Q3: 514 shares; 2024Q4: 514 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 516 shares 516 $115K 0.04% +1 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; 2023Q4: 185 shares; 2024Q1: 185 shares; 2024Q2: not loaded; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 232 shares 232 $109K 0.04% +45 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: not loaded; 2024Q3: 80 shares; 2024Q4: 796 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 796 shares 796 $107K 0.04% new 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; 2023Q4: 50 shares; 2024Q1: 198 shares; 2024Q2: not loaded; 2024Q3: 211 shares; 2024Q4: 201 shares; 2025Q1: 956 shares; 2025Q2: 959 shares; 2025Q3: 962 shares 962 $106K 0.04% +3 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 418 shares; 2024Q1: 418 shares; 2024Q2: not loaded; 2024Q3: 418 shares; 2024Q4: 418 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 848 shares 848 $104K 0.04% +1 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; 2023Q4: 900 shares; 2024Q1: 900 shares; 2024Q2: not loaded; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900 $103K 0.04% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 721 shares; 2024Q1: 721 shares; 2024Q2: not loaded; 2024Q3: 721 shares; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares 607 $102K 0.04% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 425 shares; 2024Q1: 426 shares; 2024Q2: not loaded; 2024Q3: 427 shares; 2024Q4: 408 shares; 2025Q1: 408 shares; 2025Q2: 409 shares; 2025Q3: 410 shares 410 $101K 0.04% +1 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; 2023Q4: 132 shares; 2024Q1: 132 shares; 2024Q2: not loaded; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares 132 $100K 0.04% 0 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares; 2024Q2: not loaded; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 15,605 shares; 2025Q2: 12,605 shares; 2025Q3: 12,605 shares 12,605 $95.7K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 274 shares; 2024Q1: 274 shares; 2024Q2: not loaded; 2024Q3: 274 shares; 2024Q4: 274 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares 276 $95.3K 0.03% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,687 shares; 2024Q1: 1,687 shares; 2024Q2: not loaded; 2024Q3: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares 1,387 $93K 0.03% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 699 shares; 2024Q1: 700 shares; 2024Q2: not loaded; 2024Q3: 701 shares; 2024Q4: 702 shares; 2025Q1: 702 shares; 2025Q2: 703 shares; 2025Q3: 704 shares 704 $93K 0.03% +1 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 554 shares; 2024Q1: 558 shares; 2024Q2: not loaded; 2024Q3: 563 shares; 2024Q4: 575 shares; 2025Q1: 309 shares; 2025Q2: 893 shares; 2025Q3: 901 shares 901 $92.1K 0.03% +8 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,903 shares; 2024Q1: 1,925 shares; 2024Q2: not loaded; 2024Q3: 2,001 shares; 2024Q4: 2,026 shares; 2025Q1: 2,046 shares; 2025Q2: 2,070 shares; 2025Q3: 2,093 shares 2,093 $92.1K 0.03% +23 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 651 shares 651 $91.8K 0.03% +451 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,164 shares; 2024Q1: 1,018 shares; 2024Q2: not loaded; 2024Q3: 1,024 shares; 2024Q4: 1,028 shares; 2025Q1: 1,032 shares; 2025Q2: 961 shares; 2025Q3: 965 shares 965 $91.3K 0.03% +4 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 950 shares; 2024Q1: 950 shares; 2024Q2: not loaded; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares 950 $91.1K 0.03% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 90,714 shares; 2024Q1: 92,022 shares; 2024Q2: not loaded; 2024Q3: 91,630 shares; 2024Q4: 91,630 shares; 2025Q1: 1,336 shares; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares 1,339 $88.2K 0.03% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 149 shares; 2024Q1: 526 shares; 2024Q2: not loaded; 2024Q3: 1,383 shares; 2024Q4: 1,027 shares; 2025Q1: 850 shares; 2025Q2: 851 shares; 2025Q3: 851 shares 851 $87.7K 0.03% 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; 2023Q4: 94 shares; 2024Q1: 94 shares; 2024Q2: not loaded; 2024Q3: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 1,298 shares; 2025Q3: 1,298 shares 1,298 $87.7K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: not loaded; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares 145 $86.4K 0.03% 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; 2023Q4: 286 shares; 2024Q1: 286 shares; 2024Q2: not loaded; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 287 shares; 2025Q3: 287 shares 287 $86.3K 0.03% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,277 shares; 2024Q1: 1,600 shares; 2024Q2: not loaded; 2024Q3: 1,618 shares; 2024Q4: 1,642 shares; 2025Q1: 1,646 shares; 2025Q2: 1,147 shares; 2025Q3: 1,151 shares 1,151 $84.6K 0.03% +4 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 453 shares; 2024Q1: 456 shares; 2024Q2: not loaded; 2024Q3: 461 shares; 2024Q4: 463 shares; 2025Q1: 465 shares; 2025Q2: 467 shares; 2025Q3: 470 shares 470 $83.6K 0.03% +3 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; 2023Q4: 1,550 shares; 2024Q1: 1,400 shares; 2024Q2: not loaded; 2024Q3: 1,750 shares; 2024Q4: 1,450 shares; 2025Q1: 735 shares; 2025Q2: 758 shares; 2025Q3: 458 shares 458 $83.5K 0.03% -300 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,500 shares; 2024Q1: 2,500 shares; 2024Q2: not loaded; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,835 shares; 2025Q2: 2,335 shares; 2025Q3: 2,335 shares 2,335 $81K 0.03% 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; 2023Q4: 243 shares; 2024Q1: 243 shares; 2024Q2: not loaded; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares 243 $80.7K 0.03% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,229 shares; 2024Q1: 1,230 shares; 2024Q2: not loaded; 2024Q3: 1,232 shares; 2024Q4: 1,233 shares; 2025Q1: 1,071 shares; 2025Q2: 1,029 shares; 2025Q3: 951 shares 951 $79.8K 0.03% -78 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,105 shares; 2024Q1: 1,105 shares; 2024Q2: not loaded; 2024Q3: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares 1,105 $78.6K 0.03% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,548 shares; 2024Q1: 2,561 shares; 2024Q2: not loaded; 2024Q3: 2,587 shares; 2024Q4: 2,634 shares; 2025Q1: 1,478 shares; 2025Q2: 1,485 shares; 2025Q3: 1,462 shares 1,462 $78.1K 0.03% -23 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 846 shares; 2024Q1: 846 shares; 2024Q2: not loaded; 2024Q3: 846 shares; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares 846 $76.9K 0.03% 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; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: not loaded; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 233 shares 233 $76.9K 0.03% +132 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: not loaded; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares 64 $76.7K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1 shares; 2024Q1: 270 shares; 2024Q2: not loaded; 2024Q3: 288 shares; 2024Q4: 290 shares; 2025Q1: 298 shares; 2025Q2: 299 shares; 2025Q3: 300 shares 300 $76.3K 0.03% +1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 203 shares; 2024Q1: 303 shares; 2024Q2: not loaded; 2024Q3: 236 shares; 2024Q4: 203 shares; 2025Q1: 298 shares; 2025Q2: 267 shares; 2025Q3: 249 shares 249 $75.7K 0.03% -18 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; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: not loaded; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares 14 $75.6K 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 380 shares; 2024Q1: 381 shares; 2024Q2: not loaded; 2024Q3: 382 shares; 2024Q4: 382 shares; 2025Q1: 389 shares; 2025Q2: 390 shares; 2025Q3: 390 shares 390 $75K 0.03% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 337 shares; 2024Q1: 338 shares; 2024Q2: not loaded; 2024Q3: 338 shares; 2024Q4: 339 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares 340 $73.4K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: not loaded; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares 68 $73.3K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 445 shares; 2024Q1: 492 shares; 2024Q2: not loaded; 2024Q3: 957 shares; 2024Q4: 449 shares; 2025Q1: 450 shares; 2025Q2: 451 shares; 2025Q3: 452 shares 452 $71.9K 0.03% +1 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,100 shares; 2024Q1: 2,100 shares; 2024Q2: not loaded; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares 2,100 $71.7K 0.03% 0 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,791 shares; 2024Q1: 4,911 shares; 2024Q2: not loaded; 2024Q3: 4,890 shares; 2024Q4: 4,890 shares; 2025Q1: 4,890 shares; 2025Q2: 4,890 shares; 2025Q3: 4,890 shares 4,890 $70.3K 0.03% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 236 shares 236 $70.2K 0.03% new 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; 2023Q4: 129 shares; 2024Q1: 129 shares; 2024Q2: not loaded; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 144 shares 144 $70K 0.03% +15 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; 2023Q4: 226 shares; 2024Q1: 226 shares; 2024Q2: not loaded; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 227 shares; 2025Q3: 227 shares 227 $69.7K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 812 shares; 2024Q1: 772 shares; 2024Q2: not loaded; 2024Q3: 672 shares; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 547 shares; 2025Q3: 493 shares 493 $69.2K 0.03% -54 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 464 shares; 2024Q1: 464 shares; 2024Q2: not loaded; 2024Q3: 470 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 483 shares; 2025Q3: 477 shares 477 $68K 0.02% -6 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; 2023Q4: 141 shares; 2024Q1: 142 shares; 2024Q2: not loaded; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 145 shares 145 $67.3K 0.02% +1 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; 2023Q4: 2,177 shares; 2024Q1: 2,070 shares; 2024Q2: not loaded; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares 1,485 $67K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 250 shares; 2024Q1: 291 shares; 2024Q2: not loaded; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 301 shares 301 $66.5K 0.02% +5 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 169 shares; 2024Q1: 169 shares; 2024Q2: not loaded; 2024Q3: 169 shares; 2024Q4: 212 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares 1,005 $65.6K 0.02% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 326 shares 326 $65K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 371 shares; 2024Q1: 373 shares; 2024Q2: not loaded; 2024Q3: 460 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares 380 $65K 0.02% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 447 shares; 2024Q1: 447 shares; 2024Q2: not loaded; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares 447 $64.6K 0.02% 0 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: not loaded; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $63.7K 0.02% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,700 shares; 2024Q1: 5,700 shares; 2024Q2: not loaded; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,000 shares 5,000 $61.5K 0.02% -700 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 126 shares; 2024Q1: 156 shares; 2024Q2: not loaded; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 171 shares 171 $60.3K 0.02% +15 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; 2023Q4: 578 shares; 2024Q1: 578 shares; 2024Q2: not loaded; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 526 shares; 2025Q3: 526 shares 526 $60.3K 0.02% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,461 shares; 2024Q1: 2,561 shares; 2024Q2: not loaded; 2024Q3: 2,555 shares; 2024Q4: 2,501 shares; 2025Q1: 646 shares; 2025Q2: 647 shares; 2025Q3: 647 shares 647 $59.1K 0.02% 0 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; 2023Q4: 1,103 shares; 2024Q1: 1,103 shares; 2024Q2: not loaded; 2024Q3: 1,049 shares; 2024Q4: 863 shares; 2025Q1: 863 shares; 2025Q2: 863 shares; 2025Q3: 863 shares 863 $59K 0.02% 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; 2023Q4: 988 shares; 2024Q1: 990 shares; 2024Q2: not loaded; 2024Q3: 993 shares; 2024Q4: 995 shares; 2025Q1: 798 shares; 2025Q2: 697 shares; 2025Q3: 697 shares 697 $57.4K 0.02% 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; 2023Q4: 803 shares; 2024Q1: 803 shares; 2024Q2: not loaded; 2024Q3: 803 shares; 2024Q4: 803 shares; 2025Q1: 955 shares; 2025Q2: 699 shares; 2025Q3: 599 shares 599 $57K 0.02% -100 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 937 shares; 2024Q2: not loaded; 2024Q3: 941 shares; 2024Q4: 947 shares; 2025Q1: 510 shares; 2025Q2: 490 shares; 2025Q3: 453 shares 453 $55.2K 0.02% -37 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; 2023Q4: 380 shares; 2024Q1: 380 shares; 2024Q2: not loaded; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares 380 $54.9K 0.02% 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; 2023Q4: 483 shares; 2024Q1: 483 shares; 2024Q2: not loaded; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 483 shares; 2025Q3: 483 shares 483 $54.2K 0.02% 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; 2023Q4: 788 shares; 2024Q1: 788 shares; 2024Q2: not loaded; 2024Q3: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares 788 $54K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 105 shares; 2024Q1: 105 shares; 2024Q2: not loaded; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares 105 $51.1K 0.02% 0 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 303 shares; 2024Q1: 303 shares; 2024Q2: not loaded; 2024Q3: 303 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares 305 $50.5K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 897 shares; 2024Q1: 897 shares; 2024Q2: not loaded; 2024Q3: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 599 shares; 2025Q3: 599 shares 599 $50.2K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 240 shares; 2024Q1: 240 shares; 2024Q2: not loaded; 2024Q3: 241 shares; 2024Q4: 326 shares; 2025Q1: 327 shares; 2025Q2: 274 shares; 2025Q3: 262 shares 262 $49K 0.02% -12 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; 2023Q4: 1,145 shares; 2024Q1: 1,145 shares; 2024Q2: not loaded; 2024Q3: 1,145 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares 1,145 $48.6K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 530 shares; 2024Q1: 530 shares; 2024Q2: not loaded; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 480 shares 480 $48.2K 0.02% -50 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 344 shares; 2024Q1: 344 shares; 2024Q2: not loaded; 2024Q3: 384 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares 344 $48.2K 0.02% 0 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,447 shares; 2024Q1: 1,450 shares; 2024Q2: not loaded; 2024Q3: 1,455 shares; 2024Q4: 1,457 shares; 2025Q1: 1,460 shares; 2025Q2: 1,462 shares; 2025Q3: 1,465 shares 1,465 $47.2K 0.02% +3 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; 2023Q4: 539 shares; 2024Q1: 467 shares; 2024Q2: not loaded; 2024Q3: 247 shares; 2024Q4: 387 shares; 2025Q1: 187 shares; 2025Q2: 217 shares; 2025Q3: 287 shares 287 $46.4K 0.02% +70 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; 2023Q4: 705 shares; 2024Q1: 705 shares; 2024Q2: not loaded; 2024Q3: 636 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 736 shares 736 $46K 0.02% +100 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 183 shares; 2024Q1: 183 shares; 2024Q2: not loaded; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 191 shares; 2025Q2: 192 shares; 2025Q3: 192 shares 192 $45.7K 0.02% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: not loaded; 2024Q3: 180 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares 120 $43.9K 0.02% 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; 2023Q4: 299 shares; 2024Q1: 299 shares; 2024Q2: not loaded; 2024Q3: 427 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares 299 $43.8K 0.02% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares 70 $43K 0.02% 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; 2023Q4: 2,680 shares; 2024Q1: 2,674 shares; 2024Q2: not loaded; 2024Q3: 2,674 shares; 2024Q4: 2,674 shares; 2025Q1: 2,674 shares; 2025Q2: 2,674 shares; 2025Q3: 2,180 shares 2,180 $42.6K 0.02% -494 Timeline ALIZY ALLIANZ SE More: the full row for ALLIANZ SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000 $42K 0.02% new 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; 2023Q4: 243 shares; 2024Q1: 243 shares; 2024Q2: not loaded; 2024Q3: 244 shares; 2024Q4: 245 shares; 2025Q1: 246 shares; 2025Q2: 246 shares; 2025Q3: 247 shares 247 $41.9K 0.02% +1 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; 2023Q4: 55 shares; 2024Q1: 67 shares; 2024Q2: not loaded; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 69 shares 69 $41.8K 0.02% +1 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 530 shares; 2024Q1: 532 shares; 2024Q2: not loaded; 2024Q3: 537 shares; 2024Q4: 539 shares; 2025Q1: 541 shares; 2025Q2: 543 shares; 2025Q3: 545 shares 545 $41.6K 0.02% +2 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: not loaded; 2024Q3: 196 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 198 shares 198 $41.4K 0.02% +1 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 472 shares; 2024Q1: 474 shares; 2024Q2: not loaded; 2024Q3: 500 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares 480 $40.6K 0.01% 0 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 316 shares 316 $40.6K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: not loaded; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 82 shares; 2025Q2: 71 shares; 2025Q3: 85 shares 85 $40.4K 0.01% +14 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 161 shares; 2024Q1: 161 shares; 2024Q2: not loaded; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 269 shares; 2025Q2: 161 shares; 2025Q3: 161 shares 161 $39.7K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 224 shares; 2024Q1: 224 shares; 2024Q2: not loaded; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares 224 $39.4K 0.01% 0 Timeline CRANE CO CRANE CO More: the full row for CRANE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213 shares 213 $39.2K 0.01% new ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 363 shares; 2024Q1: 363 shares; 2024Q2: not loaded; 2024Q3: 363 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares 363 $38.9K 0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: not loaded; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares 3,100 $38.3K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,644 shares; 2024Q1: 1,644 shares; 2024Q2: not loaded; 2024Q3: 1,444 shares; 2024Q4: 1,444 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares 1,208 $37.9K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: not loaded; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 152 shares; 2025Q3: 132 shares 132 $36.9K 0.01% -20 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; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 405 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $36.7K 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; 2023Q4: 42 shares; 2024Q1: 42 shares; 2024Q2: not loaded; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 249 shares; 2025Q2: 182 shares; 2025Q3: 182 shares 182 $36.7K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 476 shares; 2025Q3: 476 shares 476 $36.5K 0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: not loaded; 2024Q3: 27 shares; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares 31 $36.1K 0.01% new 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; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: not loaded; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares 180 $35.7K 0.01% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 519 shares; 2024Q1: 521 shares; 2024Q2: not loaded; 2024Q3: 524 shares; 2024Q4: 526 shares; 2025Q1: 528 shares; 2025Q2: 530 shares; 2025Q3: 532 shares 532 $35.6K 0.01% +2 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 455 shares; 2024Q1: 455 shares; 2024Q2: not loaded; 2024Q3: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares 455 $35.4K 0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: not loaded; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $35.1K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 122 shares; 2024Q1: 122 shares; 2024Q2: not loaded; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 149 shares 149 $34.2K 0.01% +25 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; 2023Q4: 502 shares; 2024Q1: 502 shares; 2024Q2: not loaded; 2024Q3: 437 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 439 shares; 2025Q3: 439 shares 439 $34.2K 0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: not loaded; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $34.2K 0.01% 0 Timeline BYDDY BYD Company Ltd Unsponsored AD More: the full row for BYD Company Ltd Unsponsored AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 110 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 110 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,424 shares 2,424 $34.2K 0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 50 shares; 2024Q1: 141 shares; 2024Q2: not loaded; 2024Q3: 291 shares; 2024Q4: 143 shares; 2025Q1: 144 shares; 2025Q2: 119 shares; 2025Q3: 120 shares 120 $33.8K 0.01% +1 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 260 shares; 2024Q1: 261 shares; 2024Q2: not loaded; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 198 shares 198 $33.3K 0.01% +1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,858 shares; 2024Q1: 1,859 shares; 2024Q2: not loaded; 2024Q3: 1,461 shares; 2024Q4: 1,140 shares; 2025Q1: 1,297 shares; 2025Q2: 986 shares; 2025Q3: 986 shares 986 $33.1K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: not loaded; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 117 shares 117 $32K 0.01% +55 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; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: not loaded; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $31.9K 0.01% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,500 shares; 2024Q1: 2,547 shares; 2024Q2: not loaded; 2024Q3: 2,642 shares; 2024Q4: 2,690 shares; 2025Q1: 2,739 shares; 2025Q2: 2,790 shares; 2025Q3: 2,839 shares 2,839 $31.8K 0.01% +49 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; 2023Q4: 353 shares; 2024Q1: 353 shares; 2024Q2: not loaded; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 435 shares; 2025Q2: 353 shares; 2025Q3: 528 shares 528 $31.5K 0.01% +175 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 884 shares; 2024Q1: 884 shares; 2024Q2: not loaded; 2024Q3: 1,254 shares; 2024Q4: 884 shares; 2025Q1: 884 shares; 2025Q2: 884 shares; 2025Q3: 884 shares 884 $31.4K 0.01% 0 Timeline CENCORA INC CLASS SERIES A CENCORA INC CLASS SERIES A More: the full row for CENCORA INC CLASS SERIES A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares 100 $31.3K 0.01% new NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: not loaded; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares 136 $31K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $31K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: not loaded; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $29.8K 0.01% 0 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: not loaded; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $29.7K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 138 shares; 2024Q1: 138 shares; 2024Q2: not loaded; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares 138 $29.6K 0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: not loaded; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 44 shares; 2025Q2: 240 shares; 2025Q3: 240 shares 240 $29.4K 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; 2023Q4: 84 shares; 2024Q1: 84 shares; 2024Q2: not loaded; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 85 shares 85 $29.3K 0.01% +1 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; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: not loaded; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares 64 $29.3K 0.01% 0 Timeline GALLAGHER ARTHUR J & CO GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94 shares 94 $29.1K 0.01% new CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: not loaded; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares 140 $29K 0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares 100 $28.1K 0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,412 shares; 2024Q1: 1,348 shares; 2024Q2: not loaded; 2024Q3: 1,408 shares; 2024Q4: 1,413 shares; 2025Q1: 317 shares; 2025Q2: 319 shares; 2025Q3: 319 shares 319 $27.8K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81 shares; 2025Q3: 106 shares 106 $27.6K 0.01% +25 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 240 shares 240 $26.6K 0.01% +10 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 532 shares; 2024Q1: 532 shares; 2024Q2: not loaded; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 532 shares 532 $26.6K 0.01% 0 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,495 shares; 2024Q1: 4,676 shares; 2024Q2: not loaded; 2024Q3: 4,676 shares; 2024Q4: 4,676 shares; 2025Q1: 4,676 shares; 2025Q2: 4,676 shares; 2025Q3: 1,761 shares 1,761 $26.4K 0.01% -2,915 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,000 shares; 2024Q1: 3,000 shares; 2024Q2: not loaded; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $26.3K 0.01% 0 Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 733 shares 733 $26.1K 0.01% new 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; 2023Q4: 340 shares; 2024Q1: 341 shares; 2024Q2: not loaded; 2024Q3: 342 shares; 2024Q4: 343 shares; 2025Q1: 344 shares; 2025Q2: 345 shares; 2025Q3: 346 shares 346 $26.1K 0.01% +1 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 101 shares; 2024Q1: 101 shares; 2024Q2: not loaded; 2024Q3: 101 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares 102 $25.8K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 442 shares; 2024Q1: 443 shares; 2024Q2: not loaded; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares 378 $25.6K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: not loaded; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares 212 $25.2K 0.01% 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; 2023Q4: 89 shares; 2024Q1: 89 shares; 2024Q2: not loaded; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares 90 $25.1K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 330 shares; 2024Q1: 330 shares; 2024Q2: not loaded; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares 330 $25.1K 0.01% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: not loaded; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares 400 $24.9K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 263 shares; 2024Q1: 263 shares; 2024Q2: not loaded; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares 263 $24.6K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: not loaded; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $24.5K 0.01% 0 Timeline LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA More: the full row for LABORATORY CORP OF AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 85 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85 shares 85 $24.4K 0.01% new 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; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: not loaded; 2024Q3: 117 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares 118 $24.3K 0.01% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: not loaded; 2024Q3: 29 shares; 2024Q4: 30 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares 241 $24.1K 0.01% 0 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 559 shares; 2025Q3: 559 shares 559 $23.8K 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; 2023Q4: 355 shares; 2024Q1: 355 shares; 2024Q2: not loaded; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 285 shares; 2025Q3: 285 shares 285 $23.8K 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; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: not loaded; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 471 shares 471 $23.8K 0.01% +275 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; 2023Q4: 552 shares; 2024Q1: 552 shares; 2024Q2: not loaded; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares 353 $23.4K 0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 985 shares; 2024Q1: 998 shares; 2024Q2: not loaded; 2024Q3: 1,021 shares; 2024Q4: 1,034 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares 604 $23.1K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: not loaded; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 62 shares; 2025Q3: 62 shares 62 $22.8K 0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 299 shares; 2024Q1: 302 shares; 2024Q2: not loaded; 2024Q3: 304 shares; 2024Q4: 309 shares; 2025Q1: 472 shares; 2025Q2: 474 shares; 2025Q3: 477 shares 477 $22.7K 0.01% +3 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: not loaded; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 74 shares 74 $22.6K 0.01% +55 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 574 shares; 2024Q1: 574 shares; 2024Q2: not loaded; 2024Q3: 574 shares; 2024Q4: 574 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 468 shares 468 $22.5K 0.01% -106 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 755 shares; 2025Q3: 755 shares 755 $22.5K 0.01% 0 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; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: not loaded; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares 68 $22.4K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 241 shares; 2024Q1: 242 shares; 2024Q2: not loaded; 2024Q3: 245 shares; 2024Q4: 246 shares; 2025Q1: 247 shares; 2025Q2: 248 shares; 2025Q3: 250 shares 250 $22.3K 0.01% +2 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 153 shares; 2024Q1: 126 shares; 2024Q2: not loaded; 2024Q3: 192 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 94 shares; 2025Q3: 94 shares 94 $22.2K 0.01% 0 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; 2023Q4: 136 shares; 2024Q1: 136 shares; 2024Q2: not loaded; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares 136 $22K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 203 shares; 2024Q1: 329 shares; 2024Q2: not loaded; 2024Q3: 232 shares; 2024Q4: 234 shares; 2025Q1: 236 shares; 2025Q2: 239 shares; 2025Q3: 242 shares 242 $21.7K 0.01% +3 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 348 shares; 2024Q1: 348 shares; 2024Q2: not loaded; 2024Q3: 348 shares; 2024Q4: 448 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares 758 $21.5K 0.01% 0 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 494 shares 494 $21.5K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 437 shares; 2024Q1: 437 shares; 2024Q2: not loaded; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 171 shares 171 $21.2K 0.01% -266 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 363 shares; 2024Q1: 363 shares; 2024Q2: not loaded; 2024Q3: 363 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 363 shares; 2025Q3: 363 shares 363 $20.9K 0.01% 0 Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,980 shares; 2024Q2: not loaded; 2024Q3: 4,780 shares; 2024Q4: 6,680 shares; 2025Q1: 8,630 shares; 2025Q2: 8,630 shares; 2025Q3: 8,630 shares 8,630 $20.1K 0.01% 0 Timeline QQQJ 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; 2023Q4: 603 shares; 2024Q1: 604 shares; 2024Q2: not loaded; 2024Q3: 607 shares; 2024Q4: 608 shares; 2025Q1: 609 shares; 2025Q2: 605 shares; 2025Q3: 549 shares 549 $19.7K 0.01% -56 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: not loaded; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,100 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares 1,200 $19.1K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 282 shares; 2024Q1: 282 shares; 2024Q2: not loaded; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares 282 $19K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: not loaded; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares 73 $19K 0.01% 0 Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 541 shares; 2024Q1: 544 shares; 2024Q2: not loaded; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 553 shares 553 $18.7K 0.01% +3 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 435 shares; 2024Q1: 537 shares; 2024Q2: not loaded; 2024Q3: 917 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 465 shares; 2025Q3: 465 shares 465 $18.2K 0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 54 shares; 2024Q1: 54 shares; 2024Q2: not loaded; 2024Q3: 109 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares 32 $18.2K 0.01% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares 45 $16.8K 0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 160 shares; 2025Q3: 160 shares 160 $16.7K 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59 shares; 2025Q3: 59 shares 59 $16.7K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 80 shares; 2024Q1: 80 shares; 2024Q2: not loaded; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares 80 $16.5K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: not loaded; 2024Q3: 143 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 146 shares; 2025Q3: 147 shares 147 $16.4K 0.01% +1 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; 2023Q4: 122 shares; 2024Q1: 123 shares; 2024Q2: not loaded; 2024Q3: 123 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125 $16.3K 0.01% 0 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares 239 $16K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 181 shares; 2024Q1: 181 shares; 2024Q2: not loaded; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares 144 $15.9K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: not loaded; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 39 shares 39 $15.6K 0.01% +1 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 81 shares; 2024Q1: 81 shares; 2024Q2: not loaded; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares 81 $15.4K 0.01% 0 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,182 shares; 2024Q4: 1,182 shares; 2025Q1: 1,182 shares; 2025Q2: 1,182 shares; 2025Q3: 1,182 shares 1,182 $15K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares 19 $14.9K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: not loaded; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $14.7K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: not loaded; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares 116 $14.4K 0.01% 0 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 41 shares; 2024Q1: 41 shares; 2024Q2: not loaded; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares 41 $14.2K 0.01% 0 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 592 shares; 2025Q3: 592 shares 592 $14.2K 0.01% 0 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares 800 $14.1K 0.01% new Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 664 shares; 2024Q1: 664 shares; 2024Q2: not loaded; 2024Q3: 664 shares; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 664 shares; 2025Q3: 664 shares 664 $14K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: not loaded; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares 250 $13.9K 0.01% 0 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 111 shares; 2024Q1: 111 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111 shares 111 $13.6K <0.01% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 966 shares; 2024Q1: 967 shares; 2024Q2: not loaded; 2024Q3: 970 shares; 2024Q4: 972 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares 89 $13.5K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 248 shares; 2024Q1: 248 shares; 2024Q2: not loaded; 2024Q3: 248 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 231 shares; 2025Q3: 231 shares 231 $13.1K <0.01% 0 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: not loaded; 2024Q3: 800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800 $13K <0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $12.9K <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; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $12.8K <0.01% 0 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 22 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $12.8K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15 shares; 2024Q1: 10 shares; 2024Q2: not loaded; 2024Q3: 205 shares; 2024Q4: 228 shares; 2025Q1: 235 shares; 2025Q2: 216 shares; 2025Q3: 26 shares 26 $12.8K <0.01% -190 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 83 shares; 2024Q1: 83 shares; 2024Q2: not loaded; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares 83 $12.5K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: not loaded; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares 105 $12.4K <0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: not loaded; 2024Q3: 176 shares; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: 73 shares; 2025Q3: 73 shares 73 $12.2K <0.01% 0 Timeline ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260 shares 260 $12.2K <0.01% new OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 629 shares; 2024Q1: 629 shares; 2024Q2: not loaded; 2024Q3: 629 shares; 2024Q4: 429 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares 166 $12.1K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: not loaded; 2024Q3: 62 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares 124 $11.6K <0.01% 0 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 288 shares; 2024Q1: 288 shares; 2024Q2: not loaded; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 288 shares 288 $11.6K <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; 2023Q4: 90 shares; 2024Q1: 90 shares; 2024Q2: not loaded; 2024Q3: 123 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares 90 $11.5K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: not loaded; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 64 shares 64 $11.4K <0.01% +50 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; 2023Q4: 629 shares; 2024Q1: 629 shares; 2024Q2: not loaded; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares 187 $11.4K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: not loaded; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares 196 $11.2K <0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,495 shares; 2024Q1: 1,524 shares; 2024Q2: not loaded; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares 450 $11.2K <0.01% 0 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,127 shares; 2024Q1: 1,158 shares; 2024Q2: not loaded; 2024Q3: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares 1,212 $10.9K <0.01% 0 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares 120 $10.7K <0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 851 shares; 2024Q1: 779 shares; 2024Q2: not loaded; 2024Q3: 133 shares; 2024Q4: 402 shares; 2025Q1: 403 shares; 2025Q2: 405 shares; 2025Q3: 406 shares 406 $10.7K <0.01% +1 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 58 shares; 2024Q1: 58 shares; 2024Q2: not loaded; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 88 shares 88 $10.7K <0.01% +30 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 54 shares; 2025Q3: 54 shares 54 $10.4K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 245 shares; 2025Q3: 245 shares 245 $10.2K <0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $10.1K <0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: not loaded; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 224 shares; 2025Q3: 154 shares 154 $10.1K <0.01% -70 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 749 shares; 2024Q1: 749 shares; 2024Q2: not loaded; 2024Q3: 749 shares; 2024Q4: 749 shares; 2025Q1: 302 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $10K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: not loaded; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares 29 $10K <0.01% 0 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 43 shares; 2024Q2: not loaded; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 64 shares 64 $9.95K <0.01% +1 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: not loaded; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares 28 $9.84K <0.01% 0 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269 shares; 2025Q3: 269 shares 269 $9.83K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 43 shares; 2024Q1: 69 shares; 2024Q2: not loaded; 2024Q3: 163 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 71 shares; 2025Q3: 71 shares 71 $9.58K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: not loaded; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $9.55K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: not loaded; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 73 shares 73 $9.41K <0.01% +50 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; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: not loaded; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares 36 $9.15K <0.01% 0 Timeline CATAPULT SPORTS LT ORDF CATAPULT SPORTS LT ORDF More: the full row for CATAPULT SPORTS LT ORDF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,000 shares; 2024Q1: 5,000 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000 $9.1K <0.01% new TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 156 shares; 2024Q1: 157 shares; 2024Q2: not loaded; 2024Q3: 160 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 163 shares; 2025Q3: 167 shares 167 $9.05K <0.01% +4 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; 2023Q4: 36 shares; 2024Q1: 36 shares; 2024Q2: not loaded; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares 36 $9.05K <0.01% 0 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 309 shares; 2025Q3: 309 shares 309 $8.91K <0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 116 shares; 2024Q1: 116 shares; 2024Q2: not loaded; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares 116 $8.89K <0.01% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 442 shares; 2024Q2: not loaded; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 414 shares; 2025Q3: 414 shares 414 $8.84K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: not loaded; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares 34 $8.82K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 190 shares; 2024Q1: 759 shares; 2024Q2: not loaded; 2024Q3: 295 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 379 shares; 2025Q3: 379 shares 379 $8.82K <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; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: not loaded; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $8.75K <0.01% 0 Timeline FRFHF FAIRFAX FINANCIAL HLDGS LTD More: the full row for FAIRFAX FINANCIAL HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10 shares; 2024Q1: 5 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares 5 $8.75K <0.01% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 212 shares; 2024Q1: 212 shares; 2024Q2: not loaded; 2024Q3: 212 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: 212 shares 212 $8.58K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares 18 $8.58K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 111 shares; 2024Q1: 112 shares; 2024Q2: not loaded; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares 112 $8.53K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $8.53K <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 167 shares; 2024Q1: 167 shares; 2024Q2: not loaded; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares 167 $8.45K <0.01% 0 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares 1,500 $8.31K <0.01% new Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 118 shares; 2025Q3: 118 shares 118 $8.28K <0.01% 0 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $8.22K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10 shares; 2024Q1: 10 shares; 2024Q2: not loaded; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares 40 $8.21K <0.01% 0 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 850 shares; 2024Q1: 850 shares; 2024Q2: not loaded; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares 850 $8.2K <0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 900 shares; 2024Q1: 1,140 shares; 2024Q2: not loaded; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares 240 $8.05K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 181 shares; 2024Q1: 181 shares; 2024Q2: not loaded; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares 181 $7.84K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 592 shares; 2024Q1: 592 shares; 2024Q2: not loaded; 2024Q3: 592 shares; 2024Q4: 592 shares; 2025Q1: 592 shares; 2025Q2: 592 shares; 2025Q3: 592 shares 592 $7.79K <0.01% 0 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: 330 shares 330 $7.77K <0.01% 0 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; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not loaded; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares 45 $7.77K <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; 2023Q4: 392 shares; 2024Q1: 421 shares; 2024Q2: not loaded; 2024Q3: 330 shares; 2024Q4: 331 shares; 2025Q1: 333 shares; 2025Q2: 335 shares; 2025Q3: 337 shares 337 $7.72K <0.01% +2 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; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: not loaded; 2024Q3: 196 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares 160 $7.56K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 56 shares; 2024Q1: 56 shares; 2024Q2: not loaded; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares 56 $7.54K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19 shares; 2024Q1: 19 shares; 2024Q2: not loaded; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares 19 $7.44K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 67 shares; 2024Q1: 67 shares; 2024Q2: not loaded; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares 67 $7.42K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: not loaded; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares 62 $7.34K <0.01% 0 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; 2023Q4: 228 shares; 2024Q1: 229 shares; 2024Q2: not loaded; 2024Q3: 229 shares; 2024Q4: 229 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 150 shares 150 $7.17K <0.01% -80 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: not loaded; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares 73 $7.13K <0.01% 0 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares 200 $7.11K <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; 2023Q4: 132 shares; 2024Q1: 132 shares; 2024Q2: not loaded; 2024Q3: 132 shares; 2024Q4: 132 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares 156 $7.01K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 27 shares; 2024Q1: 27 shares; 2024Q2: not loaded; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares 27 $6.93K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: not loaded; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares 35 $6.92K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: not loaded; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares 14 $6.91K <0.01% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 53 shares; 2024Q1: 53 shares; 2024Q2: not loaded; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares 53 $6.87K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 91 shares; 2024Q1: 91 shares; 2024Q2: not loaded; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares 91 $6.84K <0.01% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 99 shares; 2024Q1: 99 shares; 2024Q2: not loaded; 2024Q3: 101 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 104 shares; 2025Q3: 74 shares 74 $6.83K <0.01% -30 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; 2023Q4: 218 shares; 2024Q1: 218 shares; 2024Q2: not loaded; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares 218 $6.79K <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; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: not loaded; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares 26 $6.76K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 142 shares; 2024Q1: 142 shares; 2024Q2: not loaded; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 142 shares 142 $6.7K <0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares 1,100 $6.62K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 126 shares; 2024Q1: 126 shares; 2024Q2: not loaded; 2024Q3: 126 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares 127 $6.62K <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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares 75 $6.57K <0.01% new Timeline BARNES GROUP INC BARNES GROUP INC More: the full row for BARNES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares 200 $6.55K <0.01% new JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293 shares; 2025Q3: 293 shares 293 $6.53K <0.01% 0 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18 shares; 2024Q1: 9 shares; 2024Q2: not loaded; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 44 shares; 2025Q2: 49 shares; 2025Q3: 49 shares 49 $6.45K <0.01% 0 Timeline Westpac Banking Corp Westpac Banking Corp More: the full row for Westpac Banking Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares 250 $6.45K <0.01% new XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares 125 $6.44K <0.01% 0 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares 200 $6.42K <0.01% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: not loaded; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares 64 $6.42K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: not loaded; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares 24 $6.41K <0.01% 0 Timeline EADSY AIRBUS SE AMERICAN DEPOSITARY More: the full row for AIRBUS SE AMERICAN DEPOSITARY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 110 shares; 2024Q1: 110 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 110 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110 shares 110 $6.4K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: not loaded; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares 60 $6.4K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: not loaded; 2024Q3: 84 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 56 shares 56 $6.3K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $6.29K <0.01% 0 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; 2023Q4: 139 shares; 2024Q1: 139 shares; 2024Q2: not loaded; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 30 shares 30 $6.21K <0.01% -10 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 148 shares; 2024Q1: 148 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares 148 $6.19K <0.01% new 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; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: not loaded; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares 39 $6.14K <0.01% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,950 shares; 2024Q1: 3,950 shares; 2024Q2: not loaded; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares 3,950 $6.12K <0.01% 0 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares 1,250 $6.1K <0.01% 0 Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 44 shares; 2024Q1: 44 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares 44 $5.94K <0.01% new 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; 2023Q4: 24 shares; 2024Q1: 24 shares; 2024Q2: not loaded; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares 24 $5.9K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $5.81K <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; 2023Q4: 64 shares; 2024Q1: 64 shares; 2024Q2: not loaded; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares 64 $5.79K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 98 shares; 2024Q1: 98 shares; 2024Q2: not loaded; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares 60 $5.71K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 85 shares; 2024Q1: 85 shares; 2024Q2: not loaded; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares 85 $5.7K <0.01% 0 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; 2023Q4: 37 shares; 2024Q1: 37 shares; 2024Q2: not loaded; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares 37 $5.64K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 61 shares; 2024Q1: 61 shares; 2024Q2: not loaded; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares 63 $5.56K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: not loaded; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares 39 $5.53K <0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: not loaded; 2024Q3: 73 shares; 2024Q4: 72 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares 39 $5.52K <0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: not loaded; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares 48 $5.5K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $5.49K <0.01% 0 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: not loaded; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares 23 $5.48K <0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 59 shares; 2024Q1: 60 shares; 2024Q2: not loaded; 2024Q3: 61 shares; 2024Q4: 62 shares; 2025Q1: 63 shares; 2025Q2: 64 shares; 2025Q3: 65 shares 65 $5.4K <0.01% +1 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 124 shares; 2024Q1: 125 shares; 2024Q2: not loaded; 2024Q3: 127 shares; 2024Q4: 128 shares; 2025Q1: 129 shares; 2025Q2: 130 shares; 2025Q3: 131 shares 131 $5.39K <0.01% +1 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares 200 $5.37K <0.01% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares 18 $5.35K <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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $5.25K <0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 119 shares; 2024Q1: 119 shares; 2024Q2: not loaded; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares 119 $5.14K <0.01% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98 shares; 2025Q3: 99 shares 99 $5.08K <0.01% +1 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; 2023Q4: 511 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $5.04K <0.01% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: not loaded; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares 35 $5.02K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: not loaded; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares 140 $5K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares 48 $4.96K <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; 2023Q4: not reported; 2024Q1: 600 shares; 2024Q2: not loaded; 2024Q3: 800 shares; 2024Q4: 350 shares; 2025Q1: 70 shares; 2025Q2: 80 shares; 2025Q3: 80 shares 80 $4.92K <0.01% 0 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 55 shares; 2025Q2: 56 shares; 2025Q3: 26 shares 26 $4.86K <0.01% -30 Timeline GSEW 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57 shares; 2025Q3: 57 shares 57 $4.85K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: not loaded; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $4.82K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: not loaded; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares 16 $4.77K <0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 57 shares; 2024Q1: 57 shares; 2024Q2: not loaded; 2024Q3: 59 shares; 2024Q4: 59 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 61 shares 61 $4.75K <0.01% +1 Timeline BTGD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110 shares 110 $4.73K <0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: not loaded; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares 47 $4.72K <0.01% 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; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: not loaded; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $4.71K <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; 2023Q4: 47 shares; 2024Q1: 47 shares; 2024Q2: not loaded; 2024Q3: 94 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares 56 $4.67K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 814 shares; 2024Q1: 577 shares; 2024Q2: not loaded; 2024Q3: 161 shares; 2024Q4: 165 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 167 shares 167 $4.66K <0.01% +1 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not loaded; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares 45 $4.65K <0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: not loaded; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares 26 $4.65K <0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: not loaded; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares 13 $4.48K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not loaded; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares 45 $4.43K <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; 2023Q4: 34 shares; 2024Q1: 34 shares; 2024Q2: not loaded; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares 34 $4.42K <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; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 467 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares 300 $4.4K <0.01% 0 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: not loaded; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $4.4K <0.01% 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; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: not loaded; 2024Q3: 99 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares 26 $4.33K <0.01% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 75 shares; 2024Q1: 75 shares; 2024Q2: not loaded; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares 75 $4.31K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5 shares; 2024Q1: 3 shares; 2024Q2: not loaded; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $4.29K <0.01% 0 Timeline FITE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares 50 $4.28K <0.01% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: not loaded; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares 150 $4.26K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 82 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares 18 $4.25K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: not loaded; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares 13 $4.2K <0.01% 0 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 181 shares 181 $4.15K <0.01% +92 OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 100 shares; 2024Q1: 101 shares; 2024Q2: not loaded; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares 102 $4.14K <0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 23 shares; 2024Q1: 23 shares; 2024Q2: not loaded; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares 23 $4.11K <0.01% 0 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; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: not loaded; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares 86 $3.99K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $3.98K <0.01% 0 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: not loaded; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18 shares 18 $3.95K <0.01% new DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 48 shares; 2024Q1: 48 shares; 2024Q2: not loaded; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares 48 $3.94K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 31 shares; 2024Q1: 31 shares; 2024Q2: not loaded; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares 31 $3.93K <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 66 shares; 2024Q1: 66 shares; 2024Q2: not loaded; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares 67 $3.82K <0.01% 0 Timeline MLYS MINERALYS THERAPEUTICS INC More: the full row for MINERALYS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares 100 $3.79K <0.01% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3 shares; 2024Q1: 3 shares; 2024Q2: not loaded; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3 $3.68K <0.01% 0 Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 50 shares 50 $3.67K <0.01% 0 Timeline SOLVENTUM CORP SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares 50 $3.65K <0.01% new ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8 shares; 2024Q1: 8 shares; 2024Q2: not loaded; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares 8 $3.65K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 153 shares; 2024Q1: 154 shares; 2024Q2: not loaded; 2024Q3: 156 shares; 2024Q4: 158 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 160 shares 160 $3.65K <0.01% +1 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,025 shares; 2024Q1: 375 shares; 2024Q2: not loaded; 2024Q3: 90 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,389 shares; 2025Q3: 80 shares 80 $3.62K <0.01% -1,309 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; 2023Q4: 73 shares; 2024Q1: 73 shares; 2024Q2: not loaded; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares 73 $3.6K <0.01% 0 Timeline ICAGY INTERNATIONAL CONS AIRLS GRP More: the full row for INTERNATIONAL CONS AIRLS GRP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 345 shares; 2024Q1: 345 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares 345 $3.57K <0.01% new Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 39 shares; 2024Q1: 39 shares; 2024Q2: not loaded; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares 39 $3.56K <0.01% 0 Timeline XIACY XIAOMI CORP ADR (CYM) More: the full row for XIAOMI CORP ADR (CYM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares 100 $3.48K <0.01% new Timeline RECKITT BENCKISER-SPON AD RECKITT BENCKISER-SPON AD More: the full row for RECKITT BENCKISER-SPON AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 223 shares; 2024Q1: 223 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223 shares 223 $3.46K <0.01% new PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 91 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $3.44K <0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 78 shares; 2024Q1: 78 shares; 2024Q2: not loaded; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares 78 $3.43K <0.01% 0 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 332 shares; 2024Q1: 338 shares; 2024Q2: not loaded; 2024Q3: 348 shares; 2024Q4: 353 shares; 2025Q1: 358 shares; 2025Q2: 365 shares; 2025Q3: 189 shares 189 $3.35K <0.01% -176 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: not loaded; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 126 shares 126 $3.33K <0.01% +125 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 357 shares; 2024Q1: 357 shares; 2024Q2: not loaded; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares 333 $3.3K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: not loaded; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares 72 $3.24K <0.01% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 588 shares; 2024Q1: 588 shares; 2024Q2: not loaded; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares 188 $3.19K <0.01% 0 Timeline PXH 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; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: not loaded; 2024Q3: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares 124 $3.15K <0.01% 0 Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: not loaded; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 100 shares 100 $3.15K <0.01% -200 FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,348 shares; 2024Q2: not loaded; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares 87 $3.15K <0.01% 0 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 585 shares; 2024Q1: 585 shares; 2024Q2: not loaded; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares 85 $3.08K <0.01% 0 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26 shares; 2024Q1: 26 shares; 2024Q2: not loaded; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares 26 $3.07K <0.01% 0 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; 2023Q4: not reported; 2024Q1: 854 shares; 2024Q2: not loaded; 2024Q3: 49 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares 116 $3.05K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 57 shares; 2024Q1: 57 shares; 2024Q2: not loaded; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 33 shares 33 $3.02K <0.01% -24 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 39 shares; 2024Q1: 27 shares; 2024Q2: not loaded; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares 21 $3K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: not loaded; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares 55 $2.99K <0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 386 shares; 2024Q1: 386 shares; 2024Q2: not loaded; 2024Q3: 386 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares 386 $2.98K <0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 217 shares; 2024Q1: 218 shares; 2024Q2: not loaded; 2024Q3: 220 shares; 2024Q4: 221 shares; 2025Q1: 222 shares; 2025Q2: 223 shares; 2025Q3: 224 shares 224 $2.97K <0.01% +1 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11 shares; 2024Q1: 11 shares; 2024Q2: not loaded; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares 11 $2.89K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 130 shares; 2024Q1: 34 shares; 2024Q2: not loaded; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares 34 $2.87K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 146 shares; 2024Q1: 146 shares; 2024Q2: not loaded; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares 66 $2.86K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: not loaded; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares 9 $2.86K <0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares 20 $2.86K <0.01% new Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 117 shares; 2024Q1: 117 shares; 2024Q2: not loaded; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares 117 $2.85K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 62 shares; 2024Q1: 62 shares; 2024Q2: not loaded; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 105 shares; 2025Q2: 62 shares; 2025Q3: 62 shares 62 $2.83K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: not loaded; 2024Q3: 25 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $2.81K <0.01% 0 Timeline PDN 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares 68 $2.79K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 429 shares; 2024Q1: 437 shares; 2024Q2: not loaded; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares 61 $2.78K <0.01% 0 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; 2023Q4: 180 shares; 2024Q1: 180 shares; 2024Q2: not loaded; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares 92 $2.76K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: not loaded; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $2.75K <0.01% 0 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: not loaded; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares 25 $2.71K <0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 468 shares; 2024Q1: 466 shares; 2024Q2: not loaded; 2024Q3: 470 shares; 2024Q4: 476 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares 30 $2.66K <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; 2023Q4: 6 shares; 2024Q1: 6 shares; 2024Q2: not loaded; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares 87 $2.58K <0.01% 0 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; 2023Q4: 89 shares; 2024Q1: 89 shares; 2024Q2: not loaded; 2024Q3: 89 shares; 2024Q4: 89 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares 60 $2.58K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 112 shares; 2024Q1: 112 shares; 2024Q2: not loaded; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares 112 $2.57K <0.01% 0 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 67 shares; 2024Q1: 67 shares; 2024Q2: not loaded; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares 67 $2.5K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 713 shares; 2024Q1: 399 shares; 2024Q2: not loaded; 2024Q3: 113 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 115 shares; 2025Q3: 115 shares 115 $2.48K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9 shares; 2024Q1: 9 shares; 2024Q2: not loaded; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares 9 $2.45K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 151 shares; 2024Q1: 152 shares; 2024Q2: not loaded; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares 154 $2.45K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124 shares 124 $2.39K <0.01% new Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 45 shares; 2024Q1: 45 shares; 2024Q2: not loaded; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares 45 $2.36K <0.01% 0 Timeline VWAGY VOLKSWAGEN A G (GERMANY, FR) More: the full row for VOLKSWAGEN A G (GERMANY, FR) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,413 shares; 2024Q1: 1,413 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 213 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213 shares 213 $2.35K <0.01% new Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 32 shares; 2024Q1: 32 shares; 2024Q2: not loaded; 2024Q3: 33 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 35 shares; 2025Q3: 35 shares 35 $2.29K <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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares 20 $2.23K <0.01% 0 Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 103 shares; 2024Q1: 104 shares; 2024Q2: not loaded; 2024Q3: 106 shares; 2024Q4: 107 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 109 shares 109 $2.18K <0.01% +1 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 40 shares 40 $2.14K <0.01% -54 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 142 shares; 2024Q1: 143 shares; 2024Q2: not loaded; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares 35 $2.08K <0.01% 0 IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 89 shares 89 $2.04K <0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: not loaded; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares 100 $2.02K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: not loaded; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares 16 $1.97K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 28 shares; 2024Q1: 28 shares; 2024Q2: not loaded; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares 28 $1.95K <0.01% 0 Timeline