SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,326 shares; 2024Q4: 250,729 shares; 2025Q1: 259,937 shares; 2025Q2: 183,870 shares; 2025Q3: 208,791 shares; 2025Q4: 218,868 shares; 2026Q1: 233,517 shares; 2026Q2: 359,939 shares 359,939 $31.6M 8.79% +126,422 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,493 shares; 2024Q4: 139,882 shares; 2025Q1: 144,074 shares; 2025Q2: 147,530 shares; 2025Q3: 163,460 shares; 2025Q4: 190,549 shares; 2026Q1: 200,701 shares; 2026Q2: 210,007 shares 210,007 $14.3M 3.97% +9,306 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,360 shares; 2024Q4: 79,243 shares; 2025Q1: 78,616 shares; 2025Q2: 70,173 shares; 2025Q3: 71,596 shares; 2025Q4: 78,703 shares; 2026Q1: 82,886 shares; 2026Q2: 88,796 shares 88,796 $12.2M 3.4% +5,910 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,951 shares; 2024Q4: 10,996 shares; 2025Q1: 10,395 shares; 2025Q2: 10,786 shares; 2025Q3: 9,988 shares; 2025Q4: 11,507 shares; 2026Q1: 13,661 shares; 2026Q2: 14,691 shares 14,691 $11M 3.06% +1,030 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,615 shares; 2024Q4: 16,367 shares; 2025Q1: 27,302 shares; 2025Q2: 28,671 shares; 2025Q3: 31,906 shares; 2025Q4: 46,861 shares; 2026Q1: 48,851 shares; 2026Q2: 48,163 shares 48,163 $10.9M 3.04% -688 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,112 shares; 2025Q3: 106,883 shares; 2025Q4: 120,373 shares; 2026Q1: 139,798 shares; 2026Q2: 131,507 shares 131,507 $6.93M 1.93% -8,291 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 177,793 shares; 2026Q2: 189,070 shares 189,070 $6.92M 1.92% +11,277 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,142 shares; 2026Q2: 86,103 shares 86,103 $6.55M 1.82% +14,961 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,101 shares; 2024Q4: 6,089 shares; 2025Q1: 6,400 shares; 2025Q2: 6,595 shares; 2025Q3: 6,724 shares; 2025Q4: 5,818 shares; 2026Q1: 5,616 shares; 2026Q2: 5,425 shares 5,425 $5.78M 1.61% -191 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,822 shares; 2026Q2: 97,268 shares 97,268 $4.9M 1.36% +6,446 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,427 shares; 2025Q2: 104,382 shares; 2025Q3: 113,753 shares; 2025Q4: 127,781 shares; 2026Q1: 137,200 shares; 2026Q2: 108,320 shares 108,320 $4.67M 1.3% -28,880 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,971 shares; 2024Q4: 28,336 shares; 2025Q1: 29,389 shares; 2025Q2: 28,877 shares; 2025Q3: 31,733 shares; 2025Q4: 55,617 shares; 2026Q1: 56,252 shares; 2026Q2: 55,090 shares 55,090 $4.48M 1.24% -1,162 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,744 shares; 2025Q1: 16,128 shares; 2025Q2: 16,297 shares; 2025Q3: 17,099 shares; 2025Q4: 29,263 shares; 2026Q1: 30,927 shares; 2026Q2: 25,176 shares 25,176 $4.07M 1.13% -5,751 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,158 shares; 2024Q4: 18,317 shares; 2025Q1: 41,985 shares; 2025Q2: 81,116 shares; 2025Q3: 100,652 shares; 2025Q4: 110,364 shares; 2026Q1: 44,928 shares; 2026Q2: 48,334 shares 48,334 $4M 1.11% +3,406 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,142 shares; 2024Q4: 43,682 shares; 2025Q1: 41,157 shares; 2025Q2: 36,948 shares; 2025Q3: 29,295 shares; 2025Q4: 38,821 shares; 2026Q1: 56,437 shares; 2026Q2: 85,221 shares 85,221 $3.93M 1.09% +28,784 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,521 shares; 2024Q4: 34,764 shares; 2025Q1: 34,559 shares; 2025Q2: 33,935 shares; 2025Q3: 34,564 shares; 2025Q4: 33,242 shares; 2026Q1: 32,044 shares; 2026Q2: 31,795 shares 31,795 $3.6M 1% -249 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 541 shares; 2025Q4: 2,121 shares; 2026Q1: 2,802 shares; 2026Q2: 2,852 shares 2,852 $3.29M 0.92% +50 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,461 shares; 2024Q4: 2,242 shares; 2025Q1: 2,389 shares; 2025Q2: 2,431 shares; 2025Q3: 2,517 shares; 2025Q4: 2,848 shares; 2026Q1: 3,081 shares; 2026Q2: 3,188 shares 3,188 $3.22M 0.9% +107 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,139 shares; 2024Q4: 13,607 shares; 2025Q1: 14,563 shares; 2025Q2: 14,568 shares; 2025Q3: 15,770 shares; 2025Q4: 14,194 shares; 2026Q1: 13,313 shares; 2026Q2: 12,624 shares 12,624 $3.21M 0.89% -689 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,353 shares; 2024Q4: 7,513 shares; 2025Q1: 7,631 shares; 2025Q2: 7,370 shares; 2025Q3: 7,777 shares; 2025Q4: 8,729 shares; 2026Q1: 9,266 shares; 2026Q2: 9,777 shares 9,777 $3.2M 0.89% +511 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,241 shares; 2024Q4: 14,275 shares; 2025Q1: 19,066 shares; 2025Q2: 22,000 shares; 2025Q3: 17,987 shares; 2025Q4: 24,931 shares; 2026Q1: 26,759 shares; 2026Q2: 29,481 shares 29,481 $3.17M 0.88% +2,722 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,915 shares; 2024Q4: 6,411 shares; 2025Q1: 6,609 shares; 2025Q2: 6,514 shares; 2025Q3: 6,819 shares; 2025Q4: 7,361 shares; 2026Q1: 8,115 shares; 2026Q2: 8,442 shares 8,442 $3.15M 0.88% +327 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,735 shares; 2024Q4: 15,961 shares; 2025Q1: 16,856 shares; 2025Q2: 17,807 shares; 2025Q3: 20,515 shares; 2025Q4: 20,947 shares; 2026Q1: 21,286 shares; 2026Q2: 21,371 shares 21,371 $3.13M 0.87% +85 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,419 shares; 2025Q4: 28,043 shares; 2026Q1: 37,507 shares; 2026Q2: 51,829 shares 51,829 $3.09M 0.86% +14,322 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,523 shares; 2024Q4: 11,064 shares; 2025Q1: 11,752 shares; 2025Q2: 12,656 shares; 2025Q3: 15,033 shares; 2025Q4: 16,761 shares; 2026Q1: 17,782 shares; 2026Q2: 18,384 shares 18,384 $3.05M 0.85% +602 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,575 shares; 2024Q4: 9,480 shares; 2025Q1: 9,852 shares; 2025Q2: 10,052 shares; 2025Q3: 12,771 shares; 2025Q4: 12,835 shares; 2026Q1: 13,102 shares; 2026Q2: 12,746 shares 12,746 $3.04M 0.84% -356 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,143 shares; 2024Q4: 8,170 shares; 2025Q1: 8,619 shares; 2025Q2: 9,019 shares; 2025Q3: 10,752 shares; 2025Q4: 10,227 shares; 2026Q1: 10,631 shares; 2026Q2: 10,454 shares 10,454 $3.03M 0.84% -177 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,132 shares; 2024Q4: 99,903 shares; 2025Q1: 92,966 shares; 2025Q2: 129,427 shares; 2025Q3: 106,831 shares; 2025Q4: 114,855 shares; 2026Q1: 84,122 shares; 2026Q2: 39,408 shares 39,408 $3.02M 0.84% -44,714 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,140 shares; 2024Q4: 5,135 shares; 2025Q1: 5,372 shares; 2025Q2: 4,882 shares; 2025Q3: 5,945 shares; 2025Q4: 7,078 shares; 2026Q1: 7,888 shares; 2026Q2: 8,409 shares 8,409 $2.89M 0.8% +521 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,629 shares; 2024Q4: 24,375 shares; 2025Q1: 25,333 shares; 2025Q2: 25,019 shares; 2025Q3: 26,834 shares; 2025Q4: 25,750 shares; 2026Q1: 25,973 shares; 2026Q2: 24,204 shares 24,204 $2.84M 0.79% -1,769 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,963 shares; 2025Q4: 37,102 shares; 2026Q1: 39,677 shares; 2026Q2: 29,142 shares 29,142 $2.81M 0.78% -10,535 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,890 shares; 2024Q4: 12,005 shares; 2025Q1: 12,351 shares; 2025Q2: 12,121 shares; 2025Q3: 13,825 shares; 2025Q4: 15,362 shares; 2026Q1: 15,762 shares; 2026Q2: 17,088 shares 17,088 $2.77M 0.77% +1,326 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,967 shares; 2024Q4: 4,517 shares; 2025Q1: 4,804 shares; 2025Q2: 4,927 shares; 2025Q3: 5,510 shares; 2025Q4: 6,251 shares; 2026Q1: 7,192 shares; 2026Q2: 7,887 shares 7,887 $2.67M 0.74% +695 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,584 shares; 2024Q4: 14,163 shares; 2025Q1: 15,438 shares; 2025Q2: 17,802 shares; 2025Q3: 22,315 shares; 2025Q4: 22,083 shares; 2026Q1: 21,055 shares; 2026Q2: 20,497 shares 20,497 $2.63M 0.73% -558 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,043 shares; 2024Q4: 81,929 shares; 2025Q1: 89,414 shares; 2025Q2: 74,722 shares; 2025Q3: 79,047 shares; 2025Q4: 100,623 shares; 2026Q1: 105,285 shares; 2026Q2: 112,915 shares 112,915 $2.61M 0.73% +7,630 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,380 shares; 2024Q4: 11,160 shares; 2025Q1: 11,427 shares; 2025Q2: 13,188 shares; 2025Q3: 12,912 shares; 2025Q4: 12,410 shares; 2026Q1: 13,239 shares; 2026Q2: 12,852 shares 12,852 $2.57M 0.71% -387 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,541 shares; 2024Q4: 10,326 shares; 2025Q1: 9,953 shares; 2025Q2: 9,091 shares; 2025Q3: 9,574 shares; 2025Q4: 8,700 shares; 2026Q1: 9,073 shares; 2026Q2: 9,073 shares 9,073 $2.55M 0.71% 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; 2024Q3: 4,213 shares; 2024Q4: 4,064 shares; 2025Q1: 4,294 shares; 2025Q2: 4,512 shares; 2025Q3: 4,907 shares; 2025Q4: 6,160 shares; 2026Q1: 6,632 shares; 2026Q2: 7,189 shares 7,189 $2.54M 0.7% +557 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,040 shares; 2024Q4: 57,479 shares; 2025Q1: 33,205 shares; 2025Q2: 33,834 shares; 2025Q3: 16,544 shares; 2025Q4: 13,559 shares; 2026Q1: 17,660 shares; 2026Q2: 19,588 shares 19,588 $2.44M 0.68% +1,928 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,229 shares; 2024Q4: 3,439 shares; 2025Q1: 4,918 shares; 2025Q2: 5,065 shares; 2025Q3: 5,018 shares; 2025Q4: 4,930 shares; 2026Q1: 4,798 shares; 2026Q2: 4,565 shares 4,565 $2.38M 0.66% -233 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 872 shares; 2025Q4: 2,505 shares; 2026Q1: 3,596 shares; 2026Q2: 3,967 shares 3,967 $2.3M 0.64% +371 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,473 shares; 2024Q4: 11,375 shares; 2025Q1: 12,395 shares; 2025Q2: 12,742 shares; 2025Q3: 14,530 shares; 2025Q4: 18,632 shares; 2026Q1: 21,437 shares; 2026Q2: 23,643 shares 23,643 $2.28M 0.63% +2,206 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,845 shares; 2024Q4: 6,982 shares; 2025Q1: 7,675 shares; 2025Q2: 8,422 shares; 2025Q3: 8,802 shares; 2025Q4: 7,539 shares; 2026Q1: 6,575 shares; 2026Q2: 6,118 shares 6,118 $2.22M 0.62% -457 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,921 shares; 2024Q4: 3,786 shares; 2025Q1: 3,753 shares; 2025Q2: 3,753 shares; 2025Q3: 5,223 shares; 2025Q4: 5,946 shares; 2026Q1: 6,391 shares; 2026Q2: 6,190 shares 6,190 $2.21M 0.62% -201 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,230 shares; 2024Q4: 5,218 shares; 2025Q1: 5,490 shares; 2025Q2: 5,625 shares; 2025Q3: 6,020 shares; 2025Q4: 6,189 shares; 2026Q1: 6,270 shares; 2026Q2: 6,147 shares 6,147 $2.12M 0.59% -123 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,175 shares; 2024Q4: 3,516 shares; 2025Q1: 3,994 shares; 2025Q2: 3,568 shares; 2025Q3: 5,135 shares; 2025Q4: 4,998 shares; 2026Q1: 5,284 shares; 2026Q2: 5,074 shares 5,074 $2.11M 0.59% -210 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,501 shares; 2024Q4: 31,423 shares; 2025Q1: 33,885 shares; 2025Q2: 34,286 shares; 2025Q3: 43,991 shares; 2025Q4: 48,217 shares; 2026Q1: 48,663 shares; 2026Q2: 48,140 shares 48,140 $2.04M 0.57% -523 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,565 shares; 2024Q4: 7,683 shares; 2025Q1: 7,769 shares; 2025Q2: 7,509 shares; 2025Q3: 7,901 shares; 2025Q4: 7,610 shares; 2026Q1: 7,591 shares; 2026Q2: 7,474 shares 7,474 $2.02M 0.56% -117 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,278 shares; 2024Q4: 5,048 shares; 2025Q1: 5,485 shares; 2025Q2: 5,293 shares; 2025Q3: 5,782 shares; 2025Q4: 5,946 shares; 2026Q1: 6,082 shares; 2026Q2: 6,061 shares 6,061 $2M 0.56% -21 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,786 shares; 2024Q4: 11,921 shares; 2025Q1: 13,289 shares; 2025Q2: 15,224 shares; 2025Q3: 15,654 shares; 2025Q4: 18,144 shares; 2026Q1: 78,048 shares; 2026Q2: 83,815 shares 83,815 $1.91M 0.53% +5,767 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 885 shares; 2025Q4: 3,134 shares; 2026Q1: 3,867 shares; 2026Q2: 4,336 shares 4,336 $1.88M 0.52% +469 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,205 shares; 2024Q4: 11,426 shares; 2025Q1: 11,818 shares; 2025Q2: 12,977 shares; 2025Q3: 13,337 shares; 2025Q4: 16,528 shares; 2026Q1: 17,131 shares; 2026Q2: 18,478 shares 18,478 $1.75M 0.49% +1,347 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,230 shares; 2024Q4: 7,515 shares; 2025Q1: 8,220 shares; 2025Q2: 7,577 shares; 2025Q3: 7,356 shares; 2025Q4: 7,971 shares; 2026Q1: 8,130 shares; 2026Q2: 8,051 shares 8,051 $1.74M 0.48% -79 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,142 shares; 2024Q4: 35,456 shares; 2025Q1: 37,920 shares; 2025Q2: 40,605 shares; 2025Q3: 40,852 shares; 2025Q4: 24,486 shares; 2026Q1: 26,027 shares; 2026Q2: 7,689 shares 7,689 $1.69M 0.47% -18,338 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,380 shares; 2026Q2: 30,979 shares 30,979 $1.59M 0.44% +3,599 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,982 shares; 2025Q2: 32,852 shares; 2025Q3: 35,486 shares; 2025Q4: 40,480 shares; 2026Q1: 40,923 shares; 2026Q2: 34,288 shares 34,288 $1.56M 0.43% -6,635 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 582 shares; 2025Q2: 564 shares; 2025Q3: 770 shares; 2025Q4: 1,546 shares; 2026Q1: 1,887 shares; 2026Q2: 2,117 shares 2,117 $1.52M 0.42% +230 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 742 shares; 2024Q4: 659 shares; 2025Q1: 1,679 shares; 2025Q2: 1,734 shares; 2025Q3: 1,751 shares; 2025Q4: 1,771 shares; 2026Q1: 1,768 shares; 2026Q2: 1,770 shares 1,770 $1.3M 0.36% +2 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 79 shares; 2025Q2: 59 shares; 2025Q3: 952 shares; 2025Q4: 1,737 shares; 2026Q1: 2,505 shares; 2026Q2: 2,973 shares 2,973 $1.25M 0.35% +468 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,109 shares; 2024Q4: 3,124 shares; 2025Q1: 5,166 shares; 2025Q2: 5,156 shares; 2025Q3: 2,855 shares; 2025Q4: 4,642 shares; 2026Q1: 8,905 shares; 2026Q2: 10,648 shares 10,648 $1.24M 0.35% +1,743 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,414 shares; 2024Q4: 6,494 shares; 2025Q1: 6,980 shares; 2025Q2: 6,455 shares; 2025Q3: 5,121 shares; 2025Q4: 7,015 shares; 2026Q1: 8,999 shares; 2026Q2: 10,742 shares 10,742 $1.21M 0.34% +1,743 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,308 shares; 2025Q4: 12,573 shares; 2026Q1: 16,971 shares; 2026Q2: 20,178 shares 20,178 $1.2M 0.33% +3,207 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,223 shares 5,223 $1.17M 0.33% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,457 shares; 2024Q4: 17,341 shares; 2025Q1: 20,355 shares; 2025Q2: 21,627 shares; 2025Q3: 21,943 shares; 2025Q4: 24,555 shares; 2026Q1: 26,403 shares; 2026Q2: 28,320 shares 28,320 $1.16M 0.32% +1,917 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,233 shares 5,233 $1.16M 0.32% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 452 shares; 2025Q2: 278 shares; 2025Q3: 464 shares; 2025Q4: 1,238 shares; 2026Q1: 1,542 shares; 2026Q2: 1,807 shares 1,807 $1.15M 0.32% +265 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,940 shares; 2024Q4: 3,826 shares; 2025Q1: 4,174 shares; 2025Q2: 4,525 shares; 2025Q3: 6,101 shares; 2025Q4: 6,443 shares; 2026Q1: 7,314 shares; 2026Q2: 7,314 shares 7,314 $1.15M 0.32% 0 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 895 shares; 2025Q4: 4,517 shares; 2026Q1: 6,200 shares; 2026Q2: 7,766 shares 7,766 $1.13M 0.31% +1,566 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,278 shares; 2024Q4: 1,278 shares; 2025Q1: 1,285 shares; 2025Q2: 1,266 shares; 2025Q3: 3,470 shares; 2025Q4: 392,425 shares; 2026Q1: 392,074 shares; 2026Q2: 3,024 shares 3,024 $1.11M 0.31% -389,050 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,248 shares; 2024Q4: 2,305 shares; 2025Q1: 2,319 shares; 2025Q2: 2,491 shares; 2025Q3: 5,051 shares; 2025Q4: 7,538 shares; 2026Q1: 9,681 shares; 2026Q2: 10,709 shares 10,709 $1.09M 0.3% +1,028 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: 5,096 shares; 2025Q2: 5,110 shares; 2025Q3: 5,110 shares; 2025Q4: 5,110 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $1.09M 0.3% 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; 2024Q3: 932 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 891 shares; 2025Q3: 3,625 shares; 2025Q4: 3,520 shares; 2026Q1: 3,084 shares; 2026Q2: 2,941 shares 2,941 $1.08M 0.3% -143 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,181 shares 38,181 $1.07M 0.3% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,794 shares; 2024Q4: 3,753 shares; 2025Q1: 7,195 shares; 2025Q2: 7,381 shares; 2025Q3: 9,506 shares; 2025Q4: 10,458 shares; 2026Q1: 10,531 shares; 2026Q2: 11,059 shares 11,059 $1.07M 0.3% +528 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,642 shares; 2025Q4: 6,677 shares; 2026Q1: 6,542 shares; 2026Q2: 4,383 shares 4,383 $1.06M 0.3% -2,159 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,934 shares; 2024Q4: 1,995 shares; 2025Q1: 1,508 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 1,507 shares; 2026Q2: 1,507 shares 1,507 $1.06M 0.29% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: 1,954 shares; 2025Q4: 1,876 shares; 2026Q1: 1,594 shares; 2026Q2: 1,325 shares 1,325 $1.05M 0.29% -269 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 5,303 shares; 2025Q4: 33,315 shares; 2026Q1: 47,176 shares; 2026Q2: 61,343 shares 61,343 $1.04M 0.29% +14,167 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,890 shares; 2024Q4: 2,890 shares; 2025Q1: 9,930 shares; 2025Q2: 9,958 shares; 2025Q3: 9,958 shares; 2025Q4: 9,958 shares; 2026Q1: 9,919 shares; 2026Q2: 9,919 shares 9,919 $1.03M 0.29% 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; 2024Q3: 3,645 shares; 2024Q4: 2,663 shares; 2025Q1: 2,354 shares; 2025Q2: 2,323 shares; 2025Q3: 3,698 shares; 2025Q4: 10,350 shares; 2026Q1: 13,732 shares; 2026Q2: 17,500 shares 17,500 $997K 0.28% +3,768 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: 266 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 954 shares; 2025Q4: 883 shares; 2026Q1: 868 shares; 2026Q2: 817 shares 817 $980K 0.27% -51 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,055 shares; 2024Q4: 1,349 shares; 2025Q1: 1,528 shares; 2025Q2: 1,700 shares; 2025Q3: 1,732 shares; 2025Q4: 1,830 shares; 2026Q1: 1,687 shares; 2026Q2: 1,708 shares 1,708 $957K 0.27% +21 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 277 shares; 2025Q2: 277 shares; 2025Q3: 391 shares; 2025Q4: 704 shares; 2026Q1: 1,115 shares; 2026Q2: 1,682 shares 1,682 $943K 0.26% +567 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 1,541 shares; 2025Q4: 6,172 shares; 2026Q1: 9,371 shares; 2026Q2: 11,990 shares 11,990 $911K 0.25% +2,619 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,099 shares; 2025Q1: 1,129 shares; 2025Q2: 1,094 shares; 2025Q3: 1,246 shares; 2025Q4: 262,233 shares; 2026Q1: 262,239 shares; 2026Q2: 1,215 shares 1,215 $908K 0.25% -261,024 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,309 shares; 2024Q4: 4,433 shares; 2025Q1: 3,047 shares; 2025Q2: 3,047 shares; 2025Q3: 3,047 shares; 2025Q4: 3,047 shares; 2026Q1: 3,012 shares; 2026Q2: 3,012 shares 3,012 $905K 0.25% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,272 shares; 2025Q4: 3,997 shares; 2026Q1: 5,164 shares; 2026Q2: 6,397 shares 6,397 $890K 0.25% +1,233 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648 shares; 2024Q4: 614 shares; 2025Q1: 534 shares; 2025Q2: 507 shares; 2025Q3: 1,153 shares; 2025Q4: 3,967 shares; 2026Q1: 5,174 shares; 2026Q2: 6,496 shares 6,496 $880K 0.24% +1,322 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,758 shares; 2025Q4: 13,316 shares; 2026Q1: 18,421 shares; 2026Q2: 23,878 shares 23,878 $871K 0.24% +5,457 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 349 shares; 2025Q4: 2,014 shares; 2026Q1: 2,793 shares; 2026Q2: 3,545 shares 3,545 $847K 0.24% +752 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,821 shares 16,821 $846K 0.24% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,107 shares; 2025Q4: 5,621 shares; 2026Q1: 8,161 shares; 2026Q2: 10,904 shares 10,904 $841K 0.23% +2,743 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130 shares; 2025Q3: 1,755 shares; 2025Q4: 8,207 shares; 2026Q1: 11,244 shares; 2026Q2: 14,645 shares 14,645 $825K 0.23% +3,401 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 410 shares; 2026Q1: 411 shares; 2026Q2: 411 shares 411 $815K 0.23% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 2,597 shares; 2025Q4: 10,987 shares; 2026Q1: 14,180 shares; 2026Q2: 17,370 shares 17,370 $799K 0.22% +3,190 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 191 shares; 2025Q3: 1,395 shares; 2025Q4: 5,976 shares; 2026Q1: 8,462 shares; 2026Q2: 12,321 shares 12,321 $789K 0.22% +3,859 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,449 shares; 2024Q4: 15,330 shares; 2025Q1: 17,358 shares; 2025Q2: 17,876 shares; 2025Q3: 18,142 shares; 2025Q4: 17,873 shares; 2026Q1: 16,434 shares; 2026Q2: 18,584 shares 18,584 $776K 0.22% +2,150 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 524 shares; 2025Q4: 2,846 shares; 2026Q1: 4,191 shares; 2026Q2: 5,754 shares 5,754 $775K 0.22% +1,563 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,830 shares; 2024Q4: 9,830 shares; 2025Q1: 9,830 shares; 2025Q2: 9,830 shares; 2025Q3: 9,830 shares; 2025Q4: 10,036 shares; 2026Q1: 10,052 shares; 2026Q2: 10,041 shares 10,041 $774K 0.22% -11 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,219 shares; 2024Q4: 4,238 shares; 2025Q1: 3,494 shares; 2025Q2: 3,519 shares; 2025Q3: 4,266 shares; 2025Q4: 3,362 shares; 2026Q1: 3,279 shares; 2026Q2: 3,074 shares 3,074 $774K 0.22% -205 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 141 shares; 2025Q3: 351 shares; 2025Q4: 989 shares; 2026Q1: 1,358 shares; 2026Q2: 1,961 shares 1,961 $765K 0.21% +603 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 23 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 466 shares; 2025Q4: 1,024 shares; 2026Q1: 1,263 shares; 2026Q2: 1,690 shares 1,690 $762K 0.21% +427 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.21% 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; 2024Q3: 1,636 shares; 2024Q4: 1,447 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares; 2025Q3: 1,486 shares; 2025Q4: 1,423 shares; 2026Q1: 1,425 shares; 2026Q2: 1,325 shares 1,325 $746K 0.21% -100 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295 shares; 2024Q4: 1,487 shares; 2025Q1: 1,337 shares; 2025Q2: 514 shares; 2025Q3: 779 shares; 2025Q4: 1,117 shares; 2026Q1: 1,417 shares; 2026Q2: 9,784 shares 9,784 $745K 0.21% +8,367 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 844 shares; 2025Q4: 4,760 shares; 2026Q1: 7,531 shares; 2026Q2: 10,298 shares 10,298 $743K 0.21% +2,767 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,410 shares; 2024Q4: 2,410 shares; 2025Q1: 2,410 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares; 2026Q2: 2,415 shares 2,415 $732K 0.2% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 2,829 shares; 2026Q1: 4,925 shares; 2026Q2: 7,528 shares 7,528 $721K 0.2% +2,603 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 926 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 1,246 shares; 2025Q4: 1,710 shares; 2026Q1: 2,868 shares; 2026Q2: 3,515 shares 3,515 $721K 0.2% +647 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172 shares; 2025Q4: 821 shares; 2026Q1: 1,131 shares; 2026Q2: 1,543 shares 1,543 $715K 0.2% +412 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,903 shares; 2024Q4: 12,903 shares; 2025Q1: 12,903 shares; 2025Q2: 12,903 shares; 2025Q3: 13,013 shares; 2025Q4: 13,013 shares; 2026Q1: 13,181 shares; 2026Q2: 13,081 shares 13,081 $699K 0.19% -100 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 10 shares; 2025Q3: 560 shares; 2025Q4: 2,716 shares; 2026Q1: 4,256 shares; 2026Q2: 6,114 shares 6,114 $698K 0.19% +1,858 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157 shares; 2024Q4: 54 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 332 shares; 2025Q4: 1,470 shares; 2026Q1: 1,820 shares; 2026Q2: 2,454 shares 2,454 $687K 0.19% +634 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,192 shares; 2024Q4: 2,192 shares; 2025Q1: 2,192 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,253 shares; 2026Q1: 2,253 shares; 2026Q2: 2,253 shares 2,253 $683K 0.19% 0 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; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 137 shares; 2025Q2: 125 shares; 2025Q3: 462 shares; 2025Q4: 2,043 shares; 2026Q1: 3,125 shares; 2026Q2: 4,872 shares 4,872 $667K 0.19% +1,747 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,510 shares; 2025Q4: 7,314 shares; 2026Q1: 6,759 shares; 2026Q2: 6,329 shares 6,329 $647K 0.18% -430 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291 shares; 2024Q4: 294 shares; 2025Q1: 296 shares; 2025Q2: 301 shares; 2025Q3: 5,128 shares; 2025Q4: 83,315 shares; 2026Q1: 83,872 shares; 2026Q2: 6,532 shares 6,532 $647K 0.18% -77,340 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,473 shares; 2024Q4: 8,452 shares; 2025Q1: 8,163 shares; 2025Q2: 7,951 shares; 2025Q3: 8,075 shares; 2025Q4: 7,488 shares; 2026Q1: 7,167 shares; 2026Q2: 8,041 shares 8,041 $645K 0.18% +874 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 17,758 shares; 2025Q4: 20,727 shares; 2026Q1: 20,399 shares; 2026Q2: 19,690 shares 19,690 $600K 0.17% -709 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,341 shares 4,341 $593K 0.16% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,199 shares; 2025Q4: 9,673 shares; 2026Q1: 9,411 shares; 2026Q2: 8,720 shares 8,720 $589K 0.16% -691 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,308 shares; 2024Q4: 11,102 shares; 2025Q1: 2,815 shares; 2025Q2: 2,839 shares; 2025Q3: 3,902 shares; 2025Q4: 3,179 shares; 2026Q1: 3,291 shares; 2026Q2: 3,578 shares 3,578 $586K 0.16% +287 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,918 shares; 2025Q4: 9,738 shares; 2026Q1: 8,164 shares; 2026Q2: 7,565 shares 7,565 $583K 0.16% -599 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,244 shares; 2024Q4: 13,791 shares; 2025Q1: 15,212 shares; 2025Q2: 15,936 shares; 2025Q3: 16,807 shares; 2025Q4: 21,216 shares; 2026Q1: 16,585 shares; 2026Q2: 10,745 shares 10,745 $562K 0.16% -5,840 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; 2024Q3: 2,416 shares; 2024Q4: 2,428 shares; 2025Q1: 1,628 shares; 2025Q2: 1,628 shares; 2025Q3: 1,628 shares; 2025Q4: 1,646 shares; 2026Q1: 1,661 shares; 2026Q2: 1,663 shares 1,663 $557K 0.15% +2 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 877 shares; 2026Q1: 887 shares; 2026Q2: 887 shares 887 $547K 0.15% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,009 shares; 2024Q4: 4,900 shares; 2025Q1: 4,491 shares; 2025Q2: 3,515 shares; 2025Q3: 3,260 shares; 2025Q4: 2,220 shares; 2026Q1: 2,457 shares; 2026Q2: 2,268 shares 2,268 $539K 0.15% -189 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 751 shares; 2025Q1: 753 shares; 2025Q2: 748 shares; 2025Q3: 710 shares; 2025Q4: 553 shares; 2026Q1: 488 shares; 2026Q2: 395 shares 395 $537K 0.15% -93 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,787 shares; 2024Q4: 11,817 shares; 2025Q1: 12,334 shares; 2025Q2: 11,095 shares; 2025Q3: 9,750 shares; 2025Q4: 7,389 shares; 2026Q1: 7,419 shares; 2026Q2: 6,803 shares 6,803 $520K 0.14% -616 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,165 shares; 2024Q4: 7,918 shares; 2025Q1: 7,607 shares; 2025Q2: 7,640 shares; 2025Q3: 7,076 shares; 2025Q4: 11,872 shares; 2026Q1: 8,289 shares; 2026Q2: 5,912 shares 5,912 $519K 0.14% -2,377 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,422 shares; 2024Q4: 2,499 shares; 2025Q1: 2,516 shares; 2025Q2: 2,473 shares; 2025Q3: 2,058 shares; 2025Q4: 1,579 shares; 2026Q1: 1,536 shares; 2026Q2: 1,461 shares 1,461 $518K 0.14% -75 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,467 shares; 2024Q4: 5,048 shares; 2025Q1: 5,061 shares; 2025Q2: 5,255 shares; 2025Q3: 4,926 shares; 2025Q4: 3,608 shares; 2026Q1: 2,983 shares; 2026Q2: 2,258 shares 2,258 $506K 0.14% -725 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,961 shares; 2024Q4: 11,073 shares; 2025Q1: 10,961 shares; 2025Q2: 21,177 shares; 2025Q3: 16,961 shares; 2025Q4: 13,430 shares; 2026Q1: 12,320 shares; 2026Q2: 10,368 shares 10,368 $498K 0.14% -1,952 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,317 shares; 2024Q4: 3,420 shares; 2025Q1: 3,164 shares; 2025Q2: 3,138 shares; 2025Q3: 2,961 shares; 2025Q4: 2,251 shares; 2026Q1: 2,059 shares; 2026Q2: 1,736 shares 1,736 $484K 0.13% -323 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,091 shares; 2024Q4: 3,174 shares; 2025Q1: 3,144 shares; 2025Q2: 3,177 shares; 2025Q3: 2,957 shares; 2025Q4: 2,299 shares; 2026Q1: 2,068 shares; 2026Q2: 1,750 shares 1,750 $473K 0.13% -318 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,606 shares; 2024Q4: 12,458 shares; 2025Q1: 13,419 shares; 2025Q2: 14,745 shares; 2025Q3: 14,371 shares; 2025Q4: 8,274 shares; 2026Q1: 6,835 shares; 2026Q2: 4,747 shares 4,747 $460K 0.13% -2,088 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,247 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 654 shares; 2025Q3: 5,022 shares; 2025Q4: 4,001 shares; 2026Q1: 3,488 shares; 2026Q2: 3,246 shares 3,246 $453K 0.13% -242 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,185 shares; 2024Q4: 3,821 shares; 2025Q1: 3,665 shares; 2025Q2: 3,948 shares; 2025Q3: 3,455 shares; 2025Q4: 2,441 shares; 2026Q1: 2,293 shares; 2026Q2: 2,017 shares 2,017 $449K 0.12% -276 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,023 shares; 2024Q4: 5,340 shares; 2025Q1: 5,273 shares; 2025Q2: 5,390 shares; 2025Q3: 4,449 shares; 2025Q4: 2,998 shares; 2026Q1: 2,516 shares; 2026Q2: 2,325 shares 2,325 $438K 0.12% -191 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,934 shares; 2024Q4: 2,582 shares; 2025Q1: 2,566 shares; 2025Q2: 2,566 shares; 2025Q3: 2,667 shares; 2025Q4: 2,633 shares; 2026Q1: 2,304 shares; 2026Q2: 2,304 shares 2,304 $437K 0.12% 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; 2024Q3: 6,871 shares; 2024Q4: 7,965 shares; 2025Q1: 9,352 shares; 2025Q2: 10,177 shares; 2025Q3: 10,119 shares; 2025Q4: 6,359 shares; 2026Q1: 4,417 shares; 2026Q2: 3,212 shares 3,212 $435K 0.12% -1,205 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,215 shares; 2024Q4: 3,989 shares; 2025Q1: 3,908 shares; 2025Q2: 3,838 shares; 2025Q3: 3,586 shares; 2025Q4: 2,530 shares; 2026Q1: 2,557 shares; 2026Q2: 2,332 shares 2,332 $432K 0.12% -225 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,247 shares; 2024Q4: 25,254 shares; 2025Q1: 25,972 shares; 2025Q2: 25,545 shares; 2025Q3: 22,604 shares; 2025Q4: 14,578 shares; 2026Q1: 14,508 shares; 2026Q2: 12,884 shares 12,884 $429K 0.12% -1,624 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 1,917 shares; 2025Q1: 1,889 shares; 2025Q2: 1,935 shares; 2025Q3: 1,859 shares; 2025Q4: 1,421 shares; 2026Q1: 1,585 shares; 2026Q2: 1,451 shares 1,451 $425K 0.12% -134 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824 shares; 2024Q4: 998 shares; 2025Q1: 1,097 shares; 2025Q2: 1,134 shares; 2025Q3: 1,392 shares; 2025Q4: 1,100 shares; 2026Q1: 643 shares; 2026Q2: 450 shares 450 $421K 0.12% -193 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,757 shares; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 2,757 shares; 2025Q3: 2,757 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares; 2026Q2: 2,757 shares 2,757 $420K 0.12% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,379 shares; 2025Q4: 2,413 shares; 2026Q1: 1,910 shares; 2026Q2: 1,772 shares 1,772 $419K 0.12% -138 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,997 shares; 2024Q4: 3,027 shares; 2025Q1: 2,910 shares; 2025Q2: 2,951 shares; 2025Q3: 2,800 shares; 2025Q4: 2,039 shares; 2026Q1: 2,041 shares; 2026Q2: 1,834 shares 1,834 $411K 0.11% -207 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,598 shares; 2024Q4: 2,598 shares; 2025Q1: 2,598 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,519 shares; 2026Q1: 1,524 shares; 2026Q2: 1,524 shares 1,524 $410K 0.11% 0 Timeline COM 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,308 shares; 2025Q4: 13,755 shares; 2026Q1: 13,392 shares; 2026Q2: 12,540 shares 12,540 $409K 0.11% -852 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,931 shares; 2024Q4: 3,176 shares; 2025Q1: 3,058 shares; 2025Q2: 2,982 shares; 2025Q3: 7,426 shares; 2025Q4: 7,572 shares; 2026Q1: 7,014 shares; 2026Q2: 5,669 shares 5,669 $405K 0.11% -1,345 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,918 shares; 2024Q4: 3,179 shares; 2025Q1: 3,059 shares; 2025Q2: 2,956 shares; 2025Q3: 3,022 shares; 2025Q4: 2,784 shares; 2026Q1: 2,574 shares; 2026Q2: 2,843 shares 2,843 $405K 0.11% +269 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; 2024Q3: 5,708 shares; 2024Q4: 5,965 shares; 2025Q1: 5,870 shares; 2025Q2: 5,407 shares; 2025Q3: 5,174 shares; 2025Q4: 3,844 shares; 2026Q1: 3,939 shares; 2026Q2: 3,659 shares 3,659 $405K 0.11% -280 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,005 shares; 2024Q4: 13,612 shares; 2025Q1: 14,910 shares; 2025Q2: 16,077 shares; 2025Q3: 8,335 shares; 2025Q4: 6,215 shares; 2026Q1: 5,360 shares; 2026Q2: 4,355 shares 4,355 $399K 0.11% -1,005 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,904 shares; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,904 shares; 2025Q3: 2,904 shares; 2025Q4: 2,904 shares; 2026Q1: 2,904 shares; 2026Q2: 14,520 shares 14,520 $398K 0.11% +11,616 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 2,059 shares; 2025Q1: 1,998 shares; 2025Q2: 1,899 shares; 2025Q3: 1,800 shares; 2025Q4: 1,297 shares; 2026Q1: 1,288 shares; 2026Q2: 1,166 shares 1,166 $397K 0.11% -122 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,845 shares; 2024Q4: 1,876 shares; 2025Q1: 1,953 shares; 2025Q2: 1,910 shares; 2025Q3: 1,902 shares; 2025Q4: 1,221 shares; 2026Q1: 1,269 shares; 2026Q2: 1,106 shares 1,106 $397K 0.11% -163 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704 shares; 2024Q4: 704 shares; 2025Q1: 678 shares; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 469 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $394K 0.11% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,540 shares; 2024Q4: 4,871 shares; 2025Q1: 4,775 shares; 2025Q2: 4,785 shares; 2025Q3: 4,191 shares; 2025Q4: 3,069 shares; 2026Q1: 2,995 shares; 2026Q2: 2,740 shares 2,740 $392K 0.11% -255 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,668 shares; 2024Q4: 1,745 shares; 2025Q1: 1,686 shares; 2025Q2: 1,708 shares; 2025Q3: 1,526 shares; 2025Q4: 1,119 shares; 2026Q1: 966 shares; 2026Q2: 750 shares 750 $389K 0.11% -216 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,510 shares; 2024Q4: 1,426 shares; 2025Q1: 1,409 shares; 2025Q2: 1,619 shares; 2025Q3: 1,594 shares; 2025Q4: 1,538 shares; 2026Q1: 1,382 shares; 2026Q2: 1,235 shares 1,235 $389K 0.11% -147 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,649 shares; 2024Q4: 5,685 shares; 2025Q1: 5,297 shares; 2025Q2: 5,228 shares; 2025Q3: 4,941 shares; 2025Q4: 3,531 shares; 2026Q1: 3,629 shares; 2026Q2: 3,294 shares 3,294 $386K 0.11% -335 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,123 shares; 2024Q4: 2,163 shares; 2025Q1: 2,109 shares; 2025Q2: 2,123 shares; 2025Q3: 2,361 shares; 2025Q4: 1,834 shares; 2026Q1: 1,832 shares; 2026Q2: 1,743 shares 1,743 $384K 0.11% -89 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,708 shares; 2025Q4: 1,834 shares; 2026Q1: 1,827 shares; 2026Q2: 1,714 shares 1,714 $383K 0.11% -113 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,348 shares; 2024Q4: 4,159 shares; 2025Q1: 3,808 shares; 2025Q2: 3,487 shares; 2025Q3: 3,267 shares; 2025Q4: 2,343 shares; 2026Q1: 2,384 shares; 2026Q2: 2,184 shares 2,184 $376K 0.1% -200 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,485 shares; 2024Q4: 3,709 shares; 2025Q1: 3,951 shares; 2025Q2: 4,592 shares; 2025Q3: 4,675 shares; 2025Q4: 3,199 shares; 2026Q1: 3,217 shares; 2026Q2: 2,856 shares 2,856 $373K 0.1% -361 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,200 shares; 2024Q4: 4,517 shares; 2025Q1: 4,493 shares; 2025Q2: 4,489 shares; 2025Q3: 4,056 shares; 2025Q4: 2,850 shares; 2026Q1: 2,519 shares; 2026Q2: 2,280 shares 2,280 $372K 0.1% -239 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,574 shares; 2024Q4: 5,502 shares; 2025Q1: 6,357 shares; 2025Q2: 8,169 shares; 2025Q3: 6,506 shares; 2025Q4: 4,298 shares; 2026Q1: 2,909 shares; 2026Q2: 2,706 shares 2,706 $365K 0.1% -203 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,876 shares; 2024Q4: 4,876 shares; 2025Q1: 4,876 shares; 2025Q2: 4,876 shares; 2025Q3: 4,876 shares; 2025Q4: 4,876 shares; 2026Q1: 4,876 shares; 2026Q2: 4,876 shares 4,876 $365K 0.1% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,365 shares; 2024Q4: 1,365 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 100 shares; 2025Q4: 356 shares; 2026Q1: 376 shares; 2026Q2: 376 shares 376 $363K 0.1% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716 shares; 2024Q4: 577 shares; 2025Q1: 493 shares; 2025Q2: 827 shares; 2025Q3: 3,171 shares; 2025Q4: 2,966 shares; 2026Q1: 2,695 shares; 2026Q2: 2,585 shares 2,585 $362K 0.1% -110 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,310 shares; 2024Q4: 6,043 shares; 2025Q1: 5,920 shares; 2025Q2: 7,309 shares; 2025Q3: 6,336 shares; 2025Q4: 4,160 shares; 2026Q1: 4,210 shares; 2026Q2: 3,819 shares 3,819 $359K 0.1% -391 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,130 shares; 2024Q4: 7,795 shares; 2025Q1: 7,946 shares; 2025Q2: 6,798 shares; 2025Q3: 4,831 shares; 2025Q4: 4,468 shares; 2026Q1: 4,622 shares; 2026Q2: 5,158 shares 5,158 $358K 0.1% +536 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,876 shares; 2024Q4: 4,347 shares; 2025Q1: 4,595 shares; 2025Q2: 4,276 shares; 2025Q3: 4,403 shares; 2025Q4: 3,056 shares; 2026Q1: 3,195 shares; 2026Q2: 2,943 shares 2,943 $357K 0.1% -252 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,093 shares; 2024Q4: 9,718 shares; 2025Q1: 9,484 shares; 2025Q2: 9,256 shares; 2025Q3: 8,647 shares; 2025Q4: 6,321 shares; 2026Q1: 6,234 shares; 2026Q2: 5,743 shares 5,743 $356K 0.1% -491 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: 72 shares; 2025Q1: 7,992 shares; 2025Q2: 8,007 shares; 2025Q3: 7,433 shares; 2025Q4: 5,313 shares; 2026Q1: 5,386 shares; 2026Q2: 4,922 shares 4,922 $356K 0.1% -464 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,772 shares; 2024Q4: 4,975 shares; 2025Q1: 4,973 shares; 2025Q2: 5,188 shares; 2025Q3: 4,828 shares; 2025Q4: 3,129 shares; 2026Q1: 3,178 shares; 2026Q2: 2,878 shares 2,878 $355K 0.1% -300 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 1,952 shares; 2025Q1: 1,853 shares; 2025Q2: 1,842 shares; 2025Q3: 1,762 shares; 2025Q4: 1,266 shares; 2026Q1: 1,313 shares; 2026Q2: 1,214 shares 1,214 $354K 0.1% -99 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536 shares; 2024Q4: 519 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 512 shares; 2026Q2: 512 shares 512 $352K 0.1% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,790 shares; 2024Q4: 4,021 shares; 2025Q1: 3,924 shares; 2025Q2: 3,938 shares; 2025Q3: 3,699 shares; 2025Q4: 2,759 shares; 2026Q1: 3,515 shares; 2026Q2: 3,202 shares 3,202 $351K 0.1% -313 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,006 shares; 2024Q4: 2,128 shares; 2025Q1: 2,249 shares; 2025Q2: 2,380 shares; 2025Q3: 2,145 shares; 2025Q4: 1,356 shares; 2026Q1: 1,299 shares; 2026Q2: 1,160 shares 1,160 $350K 0.1% -139 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 2,215 shares; 2025Q1: 2,365 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares; 2025Q4: 2,386 shares; 2026Q1: 2,357 shares; 2026Q2: 2,357 shares 2,357 $348K 0.1% 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; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 129 shares; 2025Q3: 196 shares; 2025Q4: 249 shares; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $346K 0.1% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 8,763 shares; 2025Q4: 9,025 shares; 2026Q1: 8,302 shares; 2026Q2: 7,815 shares 7,815 $342K 0.09% -487 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561 shares; 2024Q4: 580 shares; 2025Q1: 566 shares; 2025Q2: 643 shares; 2025Q3: 647 shares; 2025Q4: 653 shares; 2026Q1: 653 shares; 2026Q2: 3,939 shares 3,939 $339K 0.09% +3,286 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,400 shares; 2026Q1: 3,913 shares; 2026Q2: 3,748 shares 3,748 $333K 0.09% -165 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: 2,156 shares; 2025Q1: 2,394 shares; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares; 2025Q4: 2,434 shares; 2026Q1: 2,401 shares; 2026Q2: 2,401 shares 2,401 $328K 0.09% 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; 2024Q3: 1,582 shares; 2024Q4: 1,669 shares; 2025Q1: 1,836 shares; 2025Q2: 1,859 shares; 2025Q3: 1,859 shares; 2025Q4: 1,859 shares; 2026Q1: 1,833 shares; 2026Q2: 1,833 shares 1,833 $327K 0.09% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,512 shares; 2024Q4: 4,651 shares; 2025Q1: 4,659 shares; 2025Q2: 4,583 shares; 2025Q3: 4,527 shares; 2025Q4: 2,944 shares; 2026Q1: 3,096 shares; 2026Q2: 2,866 shares 2,866 $326K 0.09% -230 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,002 shares; 2025Q4: 4,490 shares; 2026Q1: 4,479 shares; 2026Q2: 4,245 shares 4,245 $322K 0.09% -234 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,566 shares; 2024Q4: 7,374 shares; 2025Q1: 6,098 shares; 2025Q2: 6,007 shares; 2025Q3: 5,688 shares; 2025Q4: 4,656 shares; 2026Q1: 5,297 shares; 2026Q2: 3,491 shares 3,491 $317K 0.09% -1,806 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: 5,860 shares; 2025Q2: 4,455 shares; 2025Q3: 7,628 shares; 2025Q4: 9,704 shares; 2026Q1: 3,269 shares; 2026Q2: 3,980 shares 3,980 $316K 0.09% +711 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,788 shares; 2024Q4: 7,103 shares; 2025Q1: 6,933 shares; 2025Q2: 6,360 shares; 2025Q3: 6,224 shares; 2025Q4: 4,021 shares; 2026Q1: 4,099 shares; 2026Q2: 3,781 shares 3,781 $316K 0.09% -318 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,995 shares; 2026Q1: 7,836 shares; 2026Q2: 7,201 shares 7,201 $312K 0.09% -635 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,904 shares; 2024Q4: 25,173 shares; 2025Q1: 22,970 shares; 2025Q2: 21,894 shares; 2025Q3: 24,216 shares; 2025Q4: 16,133 shares; 2026Q1: 17,814 shares; 2026Q2: 16,180 shares 16,180 $309K 0.09% -1,634 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,509 shares; 2025Q1: 1,099 shares; 2025Q2: 1,347 shares; 2025Q3: 1,606 shares; 2025Q4: 1,396 shares; 2026Q1: 1,400 shares; 2026Q2: 1,417 shares 1,417 $309K 0.09% +17 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,730 shares; 2024Q4: 1,622 shares; 2025Q1: 1,505 shares; 2025Q2: 1,469 shares; 2025Q3: 2,171 shares; 2025Q4: 2,072 shares; 2026Q1: 1,708 shares; 2026Q2: 1,657 shares 1,657 $306K 0.09% -51 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,809 shares; 2024Q4: 6,977 shares; 2025Q1: 6,378 shares; 2025Q2: 6,365 shares; 2025Q3: 5,850 shares; 2025Q4: 4,156 shares; 2026Q1: 4,075 shares; 2026Q2: 3,905 shares 3,905 $305K 0.08% -170 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,904 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 1,994 shares; 2025Q4: 1,954 shares; 2026Q1: 1,957 shares; 2026Q2: 1,957 shares 1,957 $304K 0.08% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,126 shares; 2024Q4: 12,847 shares; 2025Q1: 15,184 shares; 2025Q2: 14,027 shares; 2025Q3: 17,376 shares; 2025Q4: 11,634 shares; 2026Q1: 12,535 shares; 2026Q2: 11,382 shares 11,382 $303K 0.08% -1,153 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,795 shares; 2024Q4: 18,985 shares; 2025Q1: 19,026 shares; 2025Q2: 17,486 shares; 2025Q3: 16,635 shares; 2025Q4: 11,658 shares; 2026Q1: 14,635 shares; 2026Q2: 12,144 shares 12,144 $301K 0.08% -2,491 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,194 shares; 2024Q4: 3,176 shares; 2025Q1: 3,122 shares; 2025Q2: 2,579 shares; 2025Q3: 2,405 shares; 2025Q4: 1,767 shares; 2026Q1: 1,865 shares; 2026Q2: 1,771 shares 1,771 $301K 0.08% -94 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 562 shares; 2026Q1: 566 shares; 2026Q2: 566 shares 566 $292K 0.08% 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; 2024Q3: 3,467 shares; 2024Q4: 3,553 shares; 2025Q1: 3,732 shares; 2025Q2: 4,731 shares; 2025Q3: 3,106 shares; 2025Q4: 2,046 shares; 2026Q1: 1,980 shares; 2026Q2: 1,924 shares 1,924 $291K 0.08% -56 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 474 shares; 2025Q3: 446 shares; 2025Q4: 421 shares; 2026Q1: 418 shares; 2026Q2: 401 shares 401 $286K 0.08% -17 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,262 shares; 2024Q4: 7,363 shares; 2025Q1: 7,649 shares; 2025Q2: 7,563 shares; 2025Q3: 7,051 shares; 2025Q4: 4,555 shares; 2026Q1: 4,781 shares; 2026Q2: 4,542 shares 4,542 $285K 0.08% -239 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,394 shares; 2024Q4: 2,395 shares; 2025Q1: 2,396 shares; 2025Q2: 2,411 shares; 2025Q3: 2,413 shares; 2025Q4: 1,939 shares; 2026Q1: 1,940 shares; 2026Q2: 1,942 shares 1,942 $284K 0.08% +2 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; 2024Q3: 3,603 shares; 2024Q4: 3,545 shares; 2025Q1: 3,497 shares; 2025Q2: 3,332 shares; 2025Q3: 3,973 shares; 2025Q4: 2,829 shares; 2026Q1: 3,165 shares; 2026Q2: 2,911 shares 2,911 $278K 0.08% -254 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: 996 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $277K 0.08% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,615 shares; 2024Q4: 5,613 shares; 2025Q1: 4,738 shares; 2025Q2: 4,738 shares; 2025Q3: 5,097 shares; 2025Q4: 3,410 shares; 2026Q1: 4,679 shares; 2026Q2: 4,299 shares 4,299 $276K 0.08% -380 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,660 shares; 2024Q4: 4,502 shares; 2025Q1: 4,465 shares; 2025Q2: 4,073 shares; 2025Q3: 3,561 shares; 2025Q4: 2,295 shares; 2026Q1: 2,397 shares; 2026Q2: 2,333 shares 2,333 $275K 0.08% -64 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,842 shares; 2024Q4: 2,842 shares; 2025Q1: 2,652 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,570 shares; 2026Q2: 2,570 shares 2,570 $273K 0.08% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,821 shares; 2024Q4: 3,863 shares; 2025Q1: 3,124 shares; 2025Q2: 2,734 shares; 2025Q3: 14,774 shares; 2025Q4: 14,346 shares; 2026Q1: 13,603 shares; 2026Q2: 13,047 shares 13,047 $270K 0.08% -556 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,138 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 915 shares; 2025Q4: 673 shares; 2026Q1: 695 shares; 2026Q2: 659 shares 659 $269K 0.07% -36 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,703 shares; 2025Q1: 3,032 shares; 2025Q2: 3,222 shares; 2025Q3: 3,456 shares; 2025Q4: 853 shares; 2026Q1: 1,240 shares; 2026Q2: 1,154 shares 1,154 $265K 0.07% -86 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,448 shares; 2025Q4: 975 shares; 2026Q1: 1,187 shares; 2026Q2: 1,105 shares 1,105 $265K 0.07% -82 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,370 shares; 2024Q4: 1,418 shares; 2025Q1: 1,366 shares; 2025Q2: 1,334 shares; 2025Q3: 1,230 shares; 2025Q4: 894 shares; 2026Q1: 863 shares; 2026Q2: 781 shares 781 $264K 0.07% -82 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,669 shares; 2024Q4: 2,673 shares; 2025Q1: 3,386 shares; 2025Q2: 3,590 shares; 2025Q3: 4,012 shares; 2025Q4: 4,844 shares; 2026Q1: 3,385 shares; 2026Q2: 3,476 shares 3,476 $262K 0.07% +91 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,416 shares; 2025Q3: 1,416 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares; 2026Q2: 1,313 shares 1,313 $259K 0.07% -9 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,345 shares; 2024Q4: 5,608 shares; 2025Q1: 5,497 shares; 2025Q2: 5,436 shares; 2025Q3: 4,834 shares; 2025Q4: 3,548 shares; 2026Q1: 3,718 shares; 2026Q2: 3,343 shares 3,343 $256K 0.07% -375 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,856 shares; 2024Q4: 2,134 shares; 2025Q1: 1,926 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,675 shares; 2026Q1: 1,678 shares; 2026Q2: 1,687 shares 1,687 $250K 0.07% +9 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,813 shares; 2025Q1: 6,529 shares; 2025Q2: 6,703 shares; 2025Q3: 4,658 shares; 2025Q4: 3,154 shares; 2026Q1: 2,747 shares; 2026Q2: 1,696 shares 1,696 $249K 0.07% -1,051 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,407 shares; 2024Q4: 2,076 shares; 2025Q1: 1,938 shares; 2025Q2: 1,925 shares; 2025Q3: 1,866 shares; 2025Q4: 1,818 shares; 2026Q1: 1,787 shares; 2026Q2: 1,787 shares 1,787 $244K 0.07% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,886 shares; 2024Q4: 3,573 shares; 2025Q1: 3,457 shares; 2025Q2: 3,457 shares; 2025Q3: 3,157 shares; 2025Q4: 3,162 shares; 2026Q1: 3,179 shares; 2026Q2: 3,179 shares 3,179 $243K 0.07% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,283 shares; 2024Q4: 17,184 shares; 2025Q1: 17,864 shares; 2025Q2: 18,187 shares; 2025Q3: 18,312 shares; 2025Q4: 10,499 shares; 2026Q1: 9,309 shares; 2026Q2: 4,814 shares 4,814 $243K 0.07% -4,495 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,367 shares; 2024Q4: 3,922 shares; 2025Q1: 3,849 shares; 2025Q2: 3,910 shares; 2025Q3: 4,033 shares; 2025Q4: 4,839 shares; 2026Q1: 4,961 shares; 2026Q2: 4,387 shares 4,387 $240K 0.07% -574 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 532 shares; 2025Q2: 3,998 shares; 2025Q3: 4,005 shares; 2025Q4: 578 shares; 2026Q1: 548 shares; 2026Q2: 2,277 shares 2,277 $233K 0.06% +1,729 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 702 shares; 2026Q1: 757 shares; 2026Q2: 755 shares 755 $229K 0.06% -2 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,270 shares; 2024Q4: 2,770 shares; 2025Q1: 2,553 shares; 2025Q2: 819 shares; 2025Q3: 7,092 shares; 2025Q4: 8,948 shares; 2026Q1: 8,860 shares; 2026Q2: 8,217 shares 8,217 $225K 0.06% -643 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,900 shares; 2025Q4: 5,448 shares; 2026Q1: 5,158 shares; 2026Q2: 4,734 shares 4,734 $218K 0.06% -424 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,556 shares; 2024Q4: 3,291 shares; 2025Q1: 3,663 shares; 2025Q2: 3,628 shares; 2025Q3: 3,301 shares; 2025Q4: 1,853 shares; 2026Q1: 1,137 shares; 2026Q2: 763 shares 763 $216K 0.06% -374 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 880 shares; 2026Q1: 1,016 shares; 2026Q2: 962 shares 962 $214K 0.06% -54 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 223 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $213K 0.06% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,644 shares; 2025Q4: 3,692 shares; 2026Q1: 3,590 shares; 2026Q2: 3,394 shares 3,394 $211K 0.06% -196 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares; 2026Q1: 4,290 shares; 2026Q2: 4,290 shares 4,290 $211K 0.06% 0 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,158 shares; 2025Q4: 3,222 shares; 2026Q1: 2,523 shares; 2026Q2: 2,282 shares 2,282 $208K 0.06% -241 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,253 shares; 2024Q4: 7,499 shares; 2025Q1: 9,717 shares; 2025Q2: 13,251 shares; 2025Q3: 16,019 shares; 2025Q4: 9,637 shares; 2026Q1: 7,904 shares; 2026Q2: 4,264 shares 4,264 $204K 0.06% -3,640 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $203K 0.06% 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; 2024Q3: 500 shares; 2024Q4: 1,707 shares; 2025Q1: 1,546 shares; 2025Q2: 1,485 shares; 2025Q3: 2,974 shares; 2025Q4: 2,777 shares; 2026Q1: 2,529 shares; 2026Q2: 2,448 shares 2,448 $202K 0.06% -81 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,863 shares; 2025Q2: 1,578 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares; 2026Q1: 1,578 shares; 2026Q2: 1,578 shares 1,578 $202K 0.06% 0 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: 4,997 shares; 2026Q1: 5,213 shares; 2026Q2: 5,678 shares 5,678 $199K 0.06% +465 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 974 shares; 2025Q4: 1,359 shares; 2026Q1: 1,595 shares; 2026Q2: 1,459 shares 1,459 $199K 0.06% -136 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 571 shares; 2026Q1: 530 shares; 2026Q2: 531 shares 531 $198K 0.06% +1 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 2,245 shares; 2026Q1: 2,245 shares; 2026Q2: 2,245 shares 2,245 $197K 0.05% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,426 shares; 2025Q3: 2,021 shares; 2025Q4: 2,021 shares; 2026Q1: 2,021 shares; 2026Q2: 2,021 shares 2,021 $195K 0.05% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 760 shares; 2026Q2: 760 shares 760 $194K 0.05% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621 shares; 2025Q4: 675 shares; 2026Q1: 685 shares; 2026Q2: 640 shares 640 $187K 0.05% -45 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,742 shares; 2024Q4: 3,742 shares; 2025Q1: 3,742 shares; 2025Q2: 3,742 shares; 2025Q3: 3,742 shares; 2025Q4: 3,742 shares; 2026Q1: 4,113 shares; 2026Q2: 4,113 shares 4,113 $186K 0.05% 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; 2024Q3: 205 shares; 2024Q4: 121 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 356 shares; 2025Q4: 350 shares; 2026Q1: 375 shares; 2026Q2: 361 shares 361 $185K 0.05% -14 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; 2024Q3: 2,336 shares; 2024Q4: 2,992 shares; 2025Q1: 2,746 shares; 2025Q2: 2,730 shares; 2025Q3: 2,448 shares; 2025Q4: 2,352 shares; 2026Q1: 3,342 shares; 2026Q2: 3,201 shares 3,201 $180K 0.05% -141 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,676 shares; 2024Q4: 5,813 shares; 2025Q1: 1,372 shares; 2025Q2: 1,493 shares; 2025Q3: 1,617 shares; 2025Q4: 1,774 shares; 2026Q1: 1,884 shares; 2026Q2: 2,040 shares 2,040 $176K 0.05% +156 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 234 shares; 2025Q1: 254 shares; 2025Q2: 255 shares; 2025Q3: 223 shares; 2025Q4: 158 shares; 2026Q1: 102 shares; 2026Q2: 55 shares 55 $176K 0.05% -47 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,261 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 2,355 shares; 2026Q1: 2,420 shares; 2026Q2: 3,024 shares 3,024 $174K 0.05% +604 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $173K 0.05% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 851 shares; 2025Q1: 843 shares; 2025Q2: 874 shares; 2025Q3: 794 shares; 2025Q4: 794 shares; 2026Q1: 565 shares; 2026Q2: 565 shares 565 $173K 0.05% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,885 shares; 2024Q4: 3,736 shares; 2025Q1: 2,432 shares; 2025Q2: 2,406 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,643 shares; 2026Q2: 2,026 shares 2,026 $171K 0.05% +383 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,440 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $169K 0.05% 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; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 232 shares; 2026Q1: 240 shares; 2026Q2: 222 shares 222 $169K 0.05% -18 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,869 shares; 2024Q4: 14,326 shares; 2025Q1: 16,711 shares; 2025Q2: 15,974 shares; 2025Q3: 14,405 shares; 2025Q4: 8,311 shares; 2026Q1: 3,766 shares; 2026Q2: 1,746 shares 1,746 $168K 0.05% -2,020 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,378 shares; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,378 shares; 2026Q1: 1,378 shares; 2026Q2: 1,378 shares 1,378 $164K 0.05% 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; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $163K 0.05% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,149 shares; 2026Q1: 2,123 shares; 2026Q2: 905 shares 905 $162K 0.04% -1,218 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 920 shares; 2025Q4: 843 shares; 2026Q1: 758 shares; 2026Q2: 705 shares 705 $162K 0.04% -53 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,625 shares; 2024Q4: 7,819 shares; 2025Q1: 7,581 shares; 2025Q2: 7,819 shares; 2025Q3: 7,635 shares; 2025Q4: 7,478 shares; 2026Q1: 6,585 shares; 2026Q2: 6,648 shares 6,648 $160K 0.04% +63 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,759 shares; 2024Q4: 361 shares; 2025Q1: 340 shares; 2025Q2: 297 shares; 2025Q3: 277 shares; 2025Q4: 210 shares; 2026Q1: 352 shares; 2026Q2: 418 shares 418 $158K 0.04% +66 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 777 shares; 2025Q1: 741 shares; 2025Q2: 733 shares; 2025Q3: 682 shares; 2025Q4: 673 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $157K 0.04% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 5,822 shares; 2025Q4: 6,122 shares; 2026Q1: 7,177 shares; 2026Q2: 7,038 shares 7,038 $157K 0.04% -139 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 972 shares; 2025Q1: 753 shares; 2025Q2: 739 shares; 2025Q3: 693 shares; 2025Q4: 686 shares; 2026Q1: 642 shares; 2026Q2: 635 shares 635 $156K 0.04% -7 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 239 shares 239 $152K 0.04% new Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,908 shares; 2026Q1: 2,037 shares; 2026Q2: 2,037 shares 2,037 $151K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $150K 0.04% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 4,041 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares; 2026Q2: 3,120 shares 3,120 $150K 0.04% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,638 shares; 2024Q4: 1,574 shares; 2025Q1: 1,258 shares; 2025Q2: 1,151 shares; 2025Q3: 1,094 shares; 2025Q4: 1,167 shares; 2026Q1: 785 shares; 2026Q2: 640 shares 640 $147K 0.04% -145 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 540 shares; 2026Q1: 497 shares; 2026Q2: 467 shares 467 $146K 0.04% -30 Timeline VOYG VOYAGER TECHNOLOGIES INC More: the full row for VOYAGER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,543 shares; 2026Q2: 4,458 shares 4,458 $144K 0.04% -85 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391 shares; 2024Q4: 527 shares; 2025Q1: 647 shares; 2025Q2: 769 shares; 2025Q3: 704 shares; 2025Q4: 397 shares; 2026Q1: 203 shares; 2026Q2: 112 shares 112 $143K 0.04% -91 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 798 shares; 2026Q1: 1,913 shares; 2026Q2: 2,988 shares 2,988 $142K 0.04% +1,075 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 1,099 shares; 2025Q4: 1,074 shares; 2026Q1: 1,045 shares; 2026Q2: 980 shares 980 $140K 0.04% -65 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 1,737 shares; 2025Q1: 1,724 shares; 2025Q2: 1,700 shares; 2025Q3: 1,634 shares; 2025Q4: 1,393 shares; 2026Q1: 964 shares; 2026Q2: 660 shares 660 $140K 0.04% -304 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 272 shares; 2025Q4: 2,104 shares; 2026Q1: 2,104 shares; 2026Q2: 1,947 shares 1,947 $139K 0.04% -157 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 390 shares 390 $139K 0.04% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 831 shares; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 895 shares; 2025Q4: 909 shares; 2026Q1: 946 shares; 2026Q2: 946 shares 946 $137K 0.04% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $137K 0.04% 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; 2024Q3: 17,684 shares; 2024Q4: 20,477 shares; 2025Q1: 26,226 shares; 2025Q2: 28,026 shares; 2025Q3: 28,365 shares; 2025Q4: 16,889 shares; 2026Q1: 10,417 shares; 2026Q2: 5,581 shares 5,581 $137K 0.04% -4,836 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; 2024Q3: 6,675 shares; 2024Q4: 6,475 shares; 2025Q1: 6,475 shares; 2025Q2: 6,275 shares; 2025Q3: 5,775 shares; 2025Q4: 5,775 shares; 2026Q1: 4,875 shares; 2026Q2: 4,875 shares 4,875 $135K 0.04% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274 shares; 2024Q4: 191 shares; 2025Q1: 174 shares; 2025Q2: 169 shares; 2025Q3: 149 shares; 2025Q4: 146 shares; 2026Q1: 137 shares; 2026Q2: 139 shares 139 $134K 0.04% +2 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $133K 0.04% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $133K 0.04% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,758 shares; 2024Q4: 5,001 shares; 2025Q1: 5,537 shares; 2025Q2: 5,901 shares; 2025Q3: 5,408 shares; 2025Q4: 3,709 shares; 2026Q1: 2,011 shares; 2026Q2: 1,081 shares 1,081 $133K 0.04% -930 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,210 shares; 2024Q4: 2,213 shares; 2025Q1: 2,189 shares; 2025Q2: 1,987 shares; 2025Q3: 1,900 shares; 2025Q4: 1,534 shares; 2026Q1: 1,232 shares; 2026Q2: 878 shares 878 $133K 0.04% -354 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022 shares; 2024Q4: 1,324 shares; 2025Q1: 1,593 shares; 2025Q2: 2,162 shares; 2025Q3: 1,917 shares; 2025Q4: 1,056 shares; 2026Q1: 555 shares; 2026Q2: 265 shares 265 $133K 0.04% -290 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,444 shares; 2026Q1: 2,332 shares; 2026Q2: 2,200 shares 2,200 $132K 0.04% -132 Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,109 shares; 2025Q4: 18,864 shares; 2026Q1: 20,072 shares; 2026Q2: 18,438 shares 18,438 $131K 0.04% -1,634 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,739 shares; 2025Q4: 1,696 shares; 2026Q1: 1,693 shares; 2026Q2: 1,694 shares 1,694 $131K 0.04% +1 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,253 shares; 2026Q2: 2,013 shares 2,013 $130K 0.04% -2,240 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 665 shares; 2025Q4: 653 shares; 2026Q1: 641 shares; 2026Q2: 596 shares 596 $129K 0.04% -45 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,698 shares; 2024Q4: 2,186 shares; 2025Q1: 1,915 shares; 2025Q2: 1,875 shares; 2025Q3: 1,592 shares; 2025Q4: 1,510 shares; 2026Q1: 1,333 shares; 2026Q2: 1,347 shares 1,347 $129K 0.04% +14 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 823 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 823 shares; 2026Q2: 823 shares 823 $129K 0.04% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 93 shares; 2025Q4: 160 shares; 2026Q1: 169 shares; 2026Q2: 169 shares 169 $128K 0.04% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 384 shares 384 $128K 0.04% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,077 shares; 2024Q4: 3,785 shares; 2025Q1: 3,587 shares; 2025Q2: 3,518 shares; 2025Q3: 3,365 shares; 2025Q4: 1,697 shares; 2026Q1: 1,512 shares; 2026Q2: 1,512 shares 1,512 $128K 0.04% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,425 shares; 2024Q4: 2,425 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167 shares; 2025Q4: 263 shares; 2026Q1: 349 shares; 2026Q2: 349 shares 349 $127K 0.04% 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; 2024Q3: 1,334 shares; 2024Q4: 595 shares; 2025Q1: 418 shares; 2025Q2: 446 shares; 2025Q3: 2,455 shares; 2025Q4: 2,632 shares; 2026Q1: 2,858 shares; 2026Q2: 2,729 shares 2,729 $127K 0.04% -129 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,206 shares; 2025Q4: 4,938 shares; 2026Q1: 3,639 shares; 2026Q2: 1,836 shares 1,836 $127K 0.04% -1,803 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 617 shares 617 $125K 0.03% 0 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,484 shares 1,484 $124K 0.03% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282 shares; 2024Q4: 247 shares; 2025Q1: 241 shares; 2025Q2: 3,033 shares; 2025Q3: 3,004 shares; 2025Q4: 2,580 shares; 2026Q1: 1,866 shares; 2026Q2: 1,324 shares 1,324 $122K 0.03% -542 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,833 shares; 2024Q4: 1,833 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares; 2026Q1: 1,833 shares; 2026Q2: 1,833 shares 1,833 $122K 0.03% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 746 shares; 2024Q4: 759 shares; 2025Q1: 701 shares; 2025Q2: 728 shares; 2025Q3: 654 shares; 2025Q4: 482 shares; 2026Q1: 518 shares; 2026Q2: 323 shares 323 $121K 0.03% -195 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 847 shares; 2026Q1: 904 shares; 2026Q2: 904 shares 904 $121K 0.03% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 289 shares 289 $120K 0.03% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 2,798 shares; 2025Q4: 2,362 shares; 2026Q1: 2,297 shares; 2026Q2: 2,130 shares 2,130 $119K 0.03% -167 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,705 shares; 2024Q4: 3,801 shares; 2025Q1: 3,757 shares; 2025Q2: 3,679 shares; 2025Q3: 3,536 shares; 2025Q4: 2,034 shares; 2026Q1: 2,088 shares; 2026Q2: 1,427 shares 1,427 $119K 0.03% -661 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 3,306 shares; 2026Q2: 3,231 shares 3,231 $119K 0.03% -75 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,324 shares; 2026Q2: 1,610 shares 1,610 $117K 0.03% -1,714 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; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 436 shares; 2026Q2: 4,628 shares 4,628 $115K 0.03% +4,192 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,193 shares; 2024Q4: 2,193 shares; 2025Q1: 2,193 shares; 2025Q2: 2,193 shares; 2025Q3: 4,145 shares; 2025Q4: 1,854 shares; 2026Q1: 2,318 shares; 2026Q2: 2,194 shares 2,194 $112K 0.03% -124 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $109K 0.03% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517 shares; 2024Q4: 538 shares; 2025Q1: 529 shares; 2025Q2: 558 shares; 2025Q3: 461 shares; 2025Q4: 355 shares; 2026Q1: 258 shares; 2026Q2: 207 shares 207 $109K 0.03% -51 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,326 shares; 2024Q4: 1,159 shares; 2025Q1: 924 shares; 2025Q2: 776 shares; 2025Q3: 695 shares; 2025Q4: 690 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $109K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 862 shares; 2025Q1: 701 shares; 2025Q2: 617 shares; 2025Q3: 486 shares; 2025Q4: 450 shares; 2026Q1: 455 shares; 2026Q2: 750 shares 750 $108K 0.03% +295 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 190 shares; 2026Q1: 184 shares; 2026Q2: 172 shares 172 $107K 0.03% -12 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286 shares; 2026Q2: 286 shares 286 $107K 0.03% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252 shares; 2024Q4: 219 shares; 2025Q1: 189 shares; 2025Q2: 171 shares; 2025Q3: 139 shares; 2025Q4: 119 shares; 2026Q1: 107 shares; 2026Q2: 109 shares 109 $107K 0.03% +2 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; 2024Q3: not reported; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 1,905 shares; 2025Q3: 10,231 shares; 2025Q4: 5,519 shares; 2026Q1: 3,403 shares; 2026Q2: 2,481 shares 2,481 $106K 0.03% -922 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,153 shares; 2025Q4: 10,057 shares; 2026Q1: 7,143 shares; 2026Q2: 3,756 shares 3,756 $106K 0.03% -3,387 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260 shares; 2026Q1: not reported; 2026Q2: 3,609 shares 3,609 $106K 0.03% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,265 shares; 2024Q4: 1,082 shares; 2025Q1: 948 shares; 2025Q2: 941 shares; 2025Q3: 844 shares; 2025Q4: 1,148 shares; 2026Q1: 1,010 shares; 2026Q2: 974 shares 974 $105K 0.03% -36 Timeline ATNM ACTINIUM PHARMACEUTICALS INC More: the full row for ACTINIUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,381 shares; 2025Q4: 107,131 shares; 2026Q1: 107,111 shares; 2026Q2: 105,111 shares 105,111 $103K 0.03% -2,000 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 309 shares; 2025Q4: 281,804 shares; 2026Q1: 281,762 shares; 2026Q2: 269 shares 269 $99.7K 0.03% -281,493 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 567 shares 567 $96.9K 0.03% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 414 shares; 2026Q2: 414 shares 414 $96.8K 0.03% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 1,710 shares; 2025Q1: 1,611 shares; 2025Q2: 1,587 shares; 2025Q3: 1,442 shares; 2025Q4: 1,416 shares; 2026Q1: 1,421 shares; 2026Q2: 1,369 shares 1,369 $95.9K 0.03% -52 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,940 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 195 shares; 2025Q3: 1,635 shares; 2025Q4: 2,533 shares; 2026Q1: 3,124 shares; 2026Q2: 3,124 shares 3,124 $94.8K 0.03% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,305 shares; 2025Q2: 1,588 shares; 2025Q3: 1,588 shares; 2025Q4: 1,588 shares; 2026Q1: 3,744 shares; 2026Q2: 4,040 shares 4,040 $93.5K 0.03% +296 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,712 shares; 2024Q4: 4,712 shares; 2025Q1: 4,712 shares; 2025Q2: 4,393 shares; 2025Q3: 4,183 shares; 2025Q4: 3,683 shares; 2026Q1: 3,683 shares; 2026Q2: 3,683 shares 3,683 $93.1K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,402 shares; 2024Q4: 2,189 shares; 2025Q1: 2,043 shares; 2025Q2: 1,949 shares; 2025Q3: 1,781 shares; 2025Q4: 1,561 shares; 2026Q1: 1,239 shares; 2026Q2: 1,292 shares 1,292 $93K 0.03% +53 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $92.5K 0.03% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217 shares; 2024Q4: 1,322 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,217 shares; 2026Q1: 1,217 shares; 2026Q2: 1,217 shares 1,217 $92.2K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,604 shares; 2024Q4: 1,597 shares; 2025Q1: 1,463 shares; 2025Q2: 1,425 shares; 2025Q3: 1,255 shares; 2025Q4: 1,279 shares; 2026Q1: 729 shares; 2026Q2: 882 shares 882 $91.7K 0.03% +153 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374 shares; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 121 shares; 2026Q2: 192 shares 192 $91.7K 0.03% +71 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,062 shares; 2024Q4: 1,875 shares; 2025Q1: 1,907 shares; 2025Q2: 1,920 shares; 2025Q3: 1,877 shares; 2025Q4: 1,417 shares; 2026Q1: 1,443 shares; 2026Q2: 1,582 shares 1,582 $91.2K 0.03% +139 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,600 shares; 2025Q3: 3,487 shares; 2025Q4: 4,678 shares; 2026Q1: 3,860 shares; 2026Q2: 3,860 shares 3,860 $91.2K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 355 shares; 2026Q2: 355 shares 355 $90.7K 0.03% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 95 shares; 2025Q4: 79 shares; 2026Q1: 125 shares; 2026Q2: 254 shares 254 $89.6K 0.02% +129 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199 shares; 2025Q4: 189 shares; 2026Q1: 211 shares; 2026Q2: 195 shares 195 $89.5K 0.02% -16 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,442 shares; 2024Q4: 1,434 shares; 2025Q1: 1,131 shares; 2025Q2: 1,081 shares; 2025Q3: 1,038 shares; 2025Q4: 928 shares; 2026Q1: 682 shares; 2026Q2: 458 shares 458 $89.3K 0.02% -224 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236 shares; 2024Q4: 221 shares; 2025Q1: 215 shares; 2025Q2: 198 shares; 2025Q3: 228 shares; 2025Q4: 222 shares; 2026Q1: 160 shares; 2026Q2: 174 shares 174 $88.7K 0.02% +14 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,699 shares; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,078 shares; 2026Q1: 1,078 shares; 2026Q2: 1,078 shares 1,078 $86.3K 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; 2024Q3: 1,209 shares; 2024Q4: 1,238 shares; 2025Q1: 1,225 shares; 2025Q2: 1,169 shares; 2025Q3: 1,020 shares; 2025Q4: 967 shares; 2026Q1: 635 shares; 2026Q2: 387 shares 387 $86.3K 0.02% -248 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 603 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 563 shares; 2026Q2: 563 shares 563 $85.8K 0.02% 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; 2024Q3: 431 shares; 2024Q4: 432 shares; 2025Q1: 433 shares; 2025Q2: 435 shares; 2025Q3: 437 shares; 2025Q4: 439 shares; 2026Q1: 440 shares; 2026Q2: 347 shares 347 $84.4K 0.02% -93 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,374 shares; 2024Q4: 1,368 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,313 shares; 2025Q4: 1,313 shares; 2026Q1: 1,268 shares; 2026Q2: 1,268 shares 1,268 $84.1K 0.02% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $83.3K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,270 shares; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: 2,270 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,423 shares; 2026Q2: 2,423 shares 2,423 $80.7K 0.02% 0 Timeline 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; 2024Q3: 3,245 shares; 2024Q4: 4,319 shares; 2025Q1: 4,679 shares; 2025Q2: 4,678 shares; 2025Q3: 5,185 shares; 2025Q4: 3,685 shares; 2026Q1: 2,727 shares; 2026Q2: 609 shares 609 $80K 0.02% -2,118 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 627 shares; 2025Q1: 572 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 547 shares; 2026Q1: 623 shares; 2026Q2: 623 shares 623 $78.9K 0.02% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,800 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares; 2026Q2: 7,800 shares 7,800 $76.5K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,343 shares; 2024Q4: 2,050 shares; 2025Q1: 1,839 shares; 2025Q2: 1,809 shares; 2025Q3: 1,605 shares; 2025Q4: 1,520 shares; 2026Q1: 1,316 shares; 2026Q2: 1,256 shares 1,256 $75.9K 0.02% -60 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449 shares; 2024Q4: 460 shares; 2025Q1: 482 shares; 2025Q2: 520 shares; 2025Q3: 556 shares; 2025Q4: 601 shares; 2026Q1: 630 shares; 2026Q2: 680 shares 680 $74.4K 0.02% +50 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 523 shares; 2025Q4: 233 shares; 2026Q1: 301 shares; 2026Q2: 159 shares 159 $74.1K 0.02% -142 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $73.4K 0.02% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 647 shares; 2024Q4: 658 shares; 2025Q1: 586 shares; 2025Q2: 593 shares; 2025Q3: 597 shares; 2025Q4: 605 shares; 2026Q1: 608 shares; 2026Q2: 612 shares 612 $72.9K 0.02% +4 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 855 shares; 2025Q3: 1,307 shares; 2025Q4: 1,156 shares; 2026Q1: 1,043 shares; 2026Q2: 703 shares 703 $72.3K 0.02% -340 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 792 shares; 2024Q4: 736 shares; 2025Q1: 739 shares; 2025Q2: 842 shares; 2025Q3: 775 shares; 2025Q4: 360 shares; 2026Q1: 427 shares; 2026Q2: 226 shares 226 $71.9K 0.02% -201 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144 shares; 2026Q2: 166 shares 166 $71.6K 0.02% +22 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543 shares; 2024Q4: 549 shares; 2025Q1: 554 shares; 2025Q2: 564 shares; 2025Q3: 574 shares; 2025Q4: 588 shares; 2026Q1: 593 shares; 2026Q2: 604 shares 604 $71K 0.02% +11 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 189 shares 189 $70.9K 0.02% new Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,792 shares; 2024Q4: 1,802 shares; 2025Q1: 1,803 shares; 2025Q2: 1,816 shares; 2025Q3: 1,811 shares; 2025Q4: 1,499 shares; 2026Q1: 1,012 shares; 2026Q2: 565 shares 565 $70.7K 0.02% -447 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,440 shares; 2024Q4: 3,440 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,240 shares 1,240 $68.9K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: 439 shares; 2026Q2: 439 shares 439 $67.9K 0.02% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,896 shares; 2024Q4: 3,696 shares; 2025Q1: 3,764 shares; 2025Q2: 4,089 shares; 2025Q3: 3,145 shares; 2025Q4: 2,300 shares; 2026Q1: 1,351 shares; 2026Q2: 746 shares 746 $67K 0.02% -605 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,308 shares; 2024Q4: 3,032 shares; 2025Q1: 2,922 shares; 2025Q2: 2,933 shares; 2025Q3: 2,634 shares; 2025Q4: 1,989 shares; 2026Q1: 1,487 shares; 2026Q2: 1,382 shares 1,382 $65.7K 0.02% -105 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 364 shares; 2026Q2: 364 shares 364 $65.4K 0.02% 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; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $65K 0.02% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $61.2K 0.02% 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; 2024Q3: 524 shares; 2024Q4: 668 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 631 shares; 2026Q2: 521 shares 521 $59.8K 0.02% -110 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,228 shares; 2024Q4: 2,296 shares; 2025Q1: 2,274 shares; 2025Q2: 2,522 shares; 2025Q3: 2,232 shares; 2025Q4: 1,098 shares; 2026Q1: 1,523 shares; 2026Q2: 919 shares 919 $59.3K 0.02% -604 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,470 shares; 2024Q4: 12,688 shares; 2025Q1: 11,298 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares; 2026Q2: 9,500 shares 9,500 $59.2K 0.02% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,941 shares; 2025Q3: 15,180 shares; 2025Q4: 19,440 shares; 2026Q1: 20,953 shares; 2026Q2: 1,160 shares 1,160 $58.7K 0.02% -19,793 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174 shares 174 $58K 0.02% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,732 shares; 2024Q4: 23,066 shares; 2025Q1: 23,066 shares; 2025Q2: 23,066 shares; 2025Q3: 19,100 shares; 2025Q4: 15,821 shares; 2026Q1: 15,821 shares; 2026Q2: 11,508 shares 11,508 $57.4K 0.02% -4,313 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 355 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 177 shares; 2026Q1: 78 shares; 2026Q2: 2,296 shares 2,296 $57.4K 0.02% +2,218 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,901 shares; 2024Q4: 12,420 shares; 2025Q1: 10,969 shares; 2025Q2: 11,426 shares; 2025Q3: 11,205 shares; 2025Q4: 6,086 shares; 2026Q1: 6,086 shares; 2026Q2: 5,456 shares 5,456 $57.3K 0.02% -630 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $57.1K 0.02% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,275 shares; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,494 shares; 2025Q4: 2,026 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $57K 0.02% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $57K 0.02% 0 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 498 shares 498 $55.8K 0.02% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66 shares 66 $55.3K 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 845 shares; 2024Q4: 764 shares; 2025Q1: 769 shares; 2025Q2: 779 shares; 2025Q3: 784 shares; 2025Q4: 796 shares; 2026Q1: 797 shares; 2026Q2: 802 shares 802 $54.9K 0.02% +5 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,055 shares; 2024Q4: 3,000 shares; 2025Q1: 2,557 shares; 2025Q2: 2,277 shares; 2025Q3: 2,000 shares; 2025Q4: 1,981 shares; 2026Q1: 1,428 shares; 2026Q2: 1,706 shares 1,706 $54.5K 0.02% +278 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $54.5K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 667 shares; 2026Q2: 580 shares 580 $54.3K 0.02% -87 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 239 shares; 2026Q2: 239 shares 239 $54.2K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 332 shares; 2026Q2: 332 shares 332 $52.5K 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; 2024Q3: 2,549 shares; 2024Q4: 1,399 shares; 2025Q1: 1,104 shares; 2025Q2: 1,119 shares; 2025Q3: 1,119 shares; 2025Q4: 999 shares; 2026Q1: 1,088 shares; 2026Q2: 1,088 shares 1,088 $51.7K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,611 shares; 2024Q4: 1,033 shares; 2025Q1: 828 shares; 2025Q2: 825 shares; 2025Q3: 738 shares; 2025Q4: 677 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $51.6K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,211 shares; 2024Q4: 4,797 shares; 2025Q1: 4,482 shares; 2025Q2: 4,834 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $51.4K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 943 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 943 shares; 2026Q1: 943 shares; 2026Q2: 943 shares 943 $51.1K 0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,447 shares 2,447 $50.1K 0.01% new Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 505 shares 505 $49.8K 0.01% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 291 shares 291 $49.4K 0.01% new Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 191 shares 191 $48.3K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 162 shares 162 $48.3K 0.01% +100 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: 449 shares 449 $48K 0.01% -2 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 605 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 601 shares; 2026Q1: 518 shares; 2026Q2: 518 shares 518 $47.8K 0.01% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 516 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $47.8K 0.01% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 823 shares; 2024Q4: 687 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 634 shares; 2026Q1: 639 shares; 2026Q2: 639 shares 639 $47.5K 0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 421 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 211 shares; 2025Q4: 320 shares; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $47.1K 0.01% 0 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,213 shares; 2024Q4: 3,283 shares; 2025Q1: 3,328 shares; 2025Q2: 3,396 shares; 2025Q3: 2,236 shares; 2025Q4: 2,419 shares; 2026Q1: 1,475 shares; 2026Q2: 1,542 shares 1,542 $46.8K 0.01% +67 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $46.7K 0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53 shares 53 $45.5K 0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,012 shares; 2024Q4: 4,012 shares; 2025Q1: 4,012 shares; 2025Q2: 4,217 shares; 2025Q3: 4,217 shares; 2025Q4: 4,012 shares; 2026Q1: 4,012 shares; 2026Q2: 1,231 shares 1,231 $45.3K 0.01% -2,781 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 798 shares; 2026Q1: 908 shares; 2026Q2: 908 shares 908 $45.2K 0.01% 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; 2024Q3: 695 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 211 shares; 2026Q2: 211 shares 211 $44.1K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 259 shares 259 $43.8K 0.01% +12 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 500 shares 500 $43.5K 0.01% -1,500 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares; 2026Q2: 1,160 shares 1,160 $42.9K 0.01% -180 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 804 shares; 2026Q1: 873 shares; 2026Q2: 873 shares 873 $42.8K 0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares; 2026Q2: 140 shares 140 $42.2K 0.01% +126 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527 shares; 2024Q4: 527 shares; 2025Q1: 1,011 shares; 2025Q2: 987 shares; 2025Q3: 921 shares; 2025Q4: 896 shares; 2026Q1: 755 shares; 2026Q2: 800 shares 800 $42.1K 0.01% +45 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,690 shares 1,690 $42.1K 0.01% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,064 shares; 2026Q1: 8,401 shares; 2026Q2: 3,228 shares 3,228 $42K 0.01% -5,173 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: 1,924 shares; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares; 2026Q1: 1,897 shares; 2026Q2: 1,897 shares 1,897 $41.6K 0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,041 shares; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,041 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares; 2026Q2: 1,041 shares 1,041 $41.1K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 465 shares; 2026Q2: 365 shares 365 $41K 0.01% -100 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232 shares; 2024Q4: 234 shares; 2025Q1: 236 shares; 2025Q2: 239 shares; 2025Q3: 241 shares; 2025Q4: 244 shares; 2026Q1: 246 shares; 2026Q2: 248 shares 248 $40.7K 0.01% +2 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 59 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $40.5K 0.01% 0 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 931 shares 931 $40.5K 0.01% +396 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193 shares; 2024Q4: 196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $39.8K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $39.7K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102 shares 102 $39.4K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 399 shares; 2026Q1: 538 shares; 2026Q2: 538 shares 538 $39.2K 0.01% 0 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,584 shares; 2024Q4: 1,598 shares; 2025Q1: 1,615 shares; 2025Q2: 1,641 shares; 2025Q3: 1,666 shares; 2025Q4: 1,749 shares; 2026Q1: 1,762 shares; 2026Q2: 1,793 shares 1,793 $38.9K 0.01% +31 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 346 shares; 2026Q1: 445 shares; 2026Q2: 445 shares 445 $38.3K 0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 216 shares; 2026Q1: 155 shares; 2026Q2: 161 shares 161 $38.2K 0.01% +6 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 7 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 16 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $37.8K 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; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $37.4K 0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 578 shares; 2024Q4: 496 shares; 2025Q1: 424 shares; 2025Q2: 416 shares; 2025Q3: 354 shares; 2025Q4: 335 shares; 2026Q1: 232 shares; 2026Q2: 239 shares 239 $37.3K 0.01% +7 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $36.6K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 466 shares 466 $36.2K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,376 shares; 2024Q4: 6,878 shares; 2025Q1: 5,831 shares; 2025Q2: 2,778 shares; 2025Q3: 6,151 shares; 2025Q4: 2,778 shares; 2026Q1: 2,579 shares; 2026Q2: 2,579 shares 2,579 $35.8K 0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 832 shares; 2025Q4: 837 shares; 2026Q1: 840 shares; 2026Q2: 843 shares 843 $35.7K 0.01% +3 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,533 shares; 2024Q4: 9,656 shares; 2025Q1: 9,656 shares; 2025Q2: 11,696 shares; 2025Q3: 10,980 shares; 2025Q4: 7,513 shares; 2026Q1: 3,981 shares; 2026Q2: 3,981 shares 3,981 $35.6K 0.01% 0 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,790 shares; 2026Q2: 1,790 shares 1,790 $35K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080 shares; 2024Q4: 601 shares; 2025Q1: 502 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 460 shares; 2026Q1: 511 shares; 2026Q2: 511 shares 511 $34.9K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $34.6K 0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 280 shares; 2025Q4: 521 shares; 2026Q1: 511 shares; 2026Q2: 511 shares 511 $33.5K 0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,337 shares; 2026Q1: 1,558 shares; 2026Q2: 1,558 shares 1,558 $33K 0.01% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,913 shares; 2024Q4: 2,981 shares; 2025Q1: 3,461 shares; 2025Q2: 2,079 shares; 2025Q3: 2,276 shares; 2025Q4: 3,269 shares; 2026Q1: 1,382 shares; 2026Q2: 270 shares 270 $32.9K 0.01% -1,112 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811 shares; 2026Q2: 811 shares 811 $32.8K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $32.5K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 588 shares 588 $32.3K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 256 shares 256 $32.3K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $32.1K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 67 shares; 2026Q2: 990 shares 990 $31.4K 0.01% +923 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares 1,037 $31.3K 0.01% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,712 shares; 2025Q4: 1,440 shares; 2026Q1: 2,090 shares; 2026Q2: 2,090 shares 2,090 $30.5K 0.01% 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; 2024Q3: 275 shares; 2024Q4: 277 shares; 2025Q1: 282 shares; 2025Q2: 289 shares; 2025Q3: 295 shares; 2025Q4: 306 shares; 2026Q1: 307 shares; 2026Q2: 313 shares 313 $30.2K 0.01% +6 Timeline LOAN MANHATTAN BRDG CAP INC More: the full row for MANHATTAN BRDG CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,844 shares; 2024Q4: 38,740 shares; 2025Q1: 37,126 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,674 shares; 2026Q1: not reported; 2026Q2: 30,207 shares 30,207 $30.2K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $30K 0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 236 shares 236 $29.3K 0.01% +177 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares; 2026Q2: 1,290 shares 1,290 $28.8K 0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares; 2026Q2: 381 shares 381 $27.1K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153 shares; 2026Q2: 153 shares 153 $27K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429 shares; 2024Q4: 283 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $27K 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 422 shares 422 $26.3K 0.01% new 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; 2024Q3: 206 shares; 2024Q4: 218 shares; 2025Q1: 189 shares; 2025Q2: 170 shares; 2025Q3: 130 shares; 2025Q4: 123 shares; 2026Q1: 65 shares; 2026Q2: 90 shares 90 $26.2K 0.01% +25 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 2,355 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares; 2026Q1: 2,355 shares; 2026Q2: 2,355 shares 2,355 $25.7K 0.01% 0 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 810 shares 810 $24.6K 0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $24.1K 0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,721 shares; 2024Q4: 778 shares; 2025Q1: 568 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 449 shares; 2026Q1: 543 shares; 2026Q2: 543 shares 543 $23.9K 0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $23.8K 0.01% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $23.8K 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; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $23.7K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131 shares; 2026Q2: 137 shares 137 $23.3K 0.01% +6 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686 shares; 2024Q4: 221 shares; 2025Q1: 186 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 135 shares; 2026Q1: 147 shares; 2026Q2: 147 shares 147 $23.3K 0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 453 shares; 2026Q2: 453 shares 453 $23.2K 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; 2024Q3: 289 shares; 2024Q4: 104 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $23.1K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $22.9K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373 shares; 2024Q4: 340 shares; 2025Q1: 301 shares; 2025Q2: 268 shares; 2025Q3: 229 shares; 2025Q4: 263 shares; 2026Q1: 215 shares; 2026Q2: 295 shares 295 $22.3K 0.01% +80 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $22.3K 0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,984 shares; 2026Q2: 1,984 shares 1,984 $22.1K 0.01% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $22K 0.01% 0 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,070 shares; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 2,070 shares; 2025Q3: 2,095 shares; 2025Q4: 2,093 shares; 2026Q1: 1,256 shares; 2026Q2: 1,061 shares 1,061 $22K 0.01% -195 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $21.8K 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; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $21.5K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,333 shares; 2024Q4: 14,320 shares; 2025Q1: 16,410 shares; 2025Q2: 19,057 shares; 2025Q3: 16,725 shares; 2025Q4: 11,679 shares; 2026Q1: 7,239 shares; 2026Q2: 679 shares 679 $21.5K 0.01% -6,560 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438 shares; 2024Q4: 350 shares; 2025Q1: 249 shares; 2025Q2: 229 shares; 2025Q3: 192 shares; 2025Q4: 177 shares; 2026Q1: 159 shares; 2026Q2: 169 shares 169 $21.4K 0.01% +10 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: 199 shares; 2025Q1: 201 shares; 2025Q2: 205 shares; 2025Q3: 209 shares; 2025Q4: 214 shares; 2026Q1: 217 shares; 2026Q2: 221 shares 221 $21.3K 0.01% +4 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,118 shares; 2024Q4: 4,140 shares; 2025Q1: 4,140 shares; 2025Q2: 5,580 shares; 2025Q3: 5,443 shares; 2025Q4: 4,443 shares; 2026Q1: 2,952 shares; 2026Q2: 2,592 shares 2,592 $21.1K 0.01% -360 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $21.1K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 155 shares; 2026Q1: 72 shares; 2026Q2: 76 shares 76 $21K 0.01% +4 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,564 shares; 2024Q4: 2,894 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,575 shares; 2025Q4: 2,575 shares; 2026Q1: 2,200 shares; 2026Q2: 1,525 shares 1,525 $20.5K 0.01% -675 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,095 shares; 2024Q4: 398 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 287 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $20.4K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $20.2K 0.01% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares 204 $20.1K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $20.1K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $20.1K 0.01% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 417 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $19.8K 0.01% 0 Timeline