SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,901,371 shares; 2025Q1: 6,283,643 shares; 2025Q2: 6,406,096 shares; 2025Q3: 6,514,057 shares; 2025Q4: 7,007,872 shares; 2026Q1: 7,041,153 shares; 2026Q2: 7,035,343 shares; 2026Q3: 7,130,203 shares 7,130,203 $209M 21.29% +94,860 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 825,246 shares; 2025Q1: 907,329 shares; 2025Q2: 942,520 shares; 2025Q3: 1,028,666 shares; 2025Q4: 1,117,525 shares; 2026Q1: 1,183,781 shares; 2026Q2: 1,288,716 shares; 2026Q3: 1,326,479 shares 1,326,479 $75.2M 7.66% +37,763 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 724,830 shares; 2025Q1: 767,714 shares; 2025Q2: 794,818 shares; 2025Q3: 796,784 shares; 2025Q4: 813,857 shares; 2026Q1: 811,831 shares; 2026Q2: 762,468 shares; 2026Q3: 785,092 shares 785,092 $55.4M 5.65% +22,624 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 445,139 shares; 2025Q1: 496,383 shares; 2025Q2: 519,224 shares; 2025Q3: 555,347 shares; 2025Q4: 594,793 shares; 2026Q1: 618,693 shares; 2026Q2: 661,001 shares; 2026Q3: 692,004 shares 692,004 $54.2M 5.52% +31,003 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,157 shares; 2025Q1: 94,924 shares; 2025Q2: 90,896 shares; 2025Q3: 86,091 shares; 2025Q4: 82,135 shares; 2026Q1: 78,769 shares; 2026Q2: 73,468 shares; 2026Q3: 69,999 shares 69,999 $31.9M 3.25% -3,469 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 440,379 shares; 2025Q1: 450,714 shares; 2025Q2: 465,603 shares; 2025Q3: 467,972 shares; 2025Q4: 480,201 shares; 2026Q1: 498,618 shares; 2026Q2: 505,810 shares; 2026Q3: 525,635 shares 525,635 $31.2M 3.18% +19,825 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 218,287 shares; 2025Q1: 218,610 shares; 2025Q2: 221,254 shares; 2025Q3: 216,603 shares; 2025Q4: 216,416 shares; 2026Q1: 227,855 shares; 2026Q2: 227,643 shares; 2026Q3: 226,014 shares 226,014 $30.6M 3.12% -1,629 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; 2024Q4: 44,395 shares; 2025Q1: 43,408 shares; 2025Q2: 41,738 shares; 2025Q3: 38,432 shares; 2025Q4: 35,876 shares; 2026Q1: 33,263 shares; 2026Q2: 31,488 shares; 2026Q3: 29,885 shares 29,885 $27.6M 2.81% -1,603 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,754 shares; 2025Q1: 48,781 shares; 2025Q2: 48,649 shares; 2025Q3: 46,845 shares; 2025Q4: 45,050 shares; 2026Q1: 47,695 shares; 2026Q2: 46,336 shares; 2026Q3: 47,053 shares 47,053 $24.1M 2.46% +717 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144,934 shares; 2025Q1: 155,747 shares; 2025Q2: 143,761 shares; 2025Q3: 138,516 shares; 2025Q4: 135,301 shares; 2026Q1: 137,683 shares; 2026Q2: 128,087 shares; 2026Q3: 126,266 shares 126,266 $19.4M 1.98% -1,821 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 235,627 shares; 2025Q1: 231,082 shares; 2025Q2: 234,285 shares; 2025Q3: 235,045 shares; 2025Q4: 234,527 shares; 2026Q1: 245,569 shares; 2026Q2: 238,759 shares; 2026Q3: 238,004 shares 238,004 $19.3M 1.97% -755 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 655,854 shares; 2025Q1: 656,165 shares; 2025Q2: 652,915 shares; 2025Q3: 627,888 shares; 2025Q4: 623,303 shares; 2026Q1: 621,811 shares; 2026Q2: 620,286 shares; 2026Q3: 617,988 shares 617,988 $17M 1.73% -2,298 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,700 shares; 2025Q1: 50,952 shares; 2025Q2: 51,236 shares; 2025Q3: 48,585 shares; 2025Q4: 47,366 shares; 2026Q1: 49,952 shares; 2026Q2: 46,676 shares; 2026Q3: 48,989 shares 48,989 $16.3M 1.66% +2,313 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 152,714 shares; 2025Q1: 157,799 shares; 2025Q2: 165,058 shares; 2025Q3: 174,335 shares; 2025Q4: 189,845 shares; 2026Q1: 211,926 shares; 2026Q2: 223,513 shares; 2026Q3: 229,786 shares 229,786 $13.7M 1.39% +6,273 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,298 shares; 2025Q1: 102,285 shares; 2025Q2: 108,550 shares; 2025Q3: 126,275 shares; 2025Q4: 136,880 shares; 2026Q1: 231,247 shares; 2026Q2: 244,169 shares; 2026Q3: 261,567 shares 261,567 $12.4M 1.26% +17,398 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; 2024Q4: 124,562 shares; 2025Q1: 135,963 shares; 2025Q2: 125,238 shares; 2025Q3: 121,397 shares; 2025Q4: 119,585 shares; 2026Q1: 126,584 shares; 2026Q2: 122,781 shares; 2026Q3: 123,111 shares 123,111 $12M 1.23% +330 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,551 shares; 2025Q1: 36,408 shares; 2025Q2: 35,947 shares; 2025Q3: 33,758 shares; 2025Q4: 32,470 shares; 2026Q1: 32,411 shares; 2026Q2: 31,099 shares; 2026Q3: 30,494 shares 30,494 $10.5M 1.07% -605 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,165 shares; 2025Q3: 17,745 shares; 2025Q4: 17,593 shares; 2026Q1: 19,572 shares; 2026Q2: 19,319 shares; 2026Q3: 19,281 shares 19,281 $9.6M 0.98% -38 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,074 shares; 2025Q1: 11,394 shares; 2025Q2: 10,961 shares; 2025Q3: 10,729 shares; 2025Q4: 10,254 shares; 2026Q1: 11,047 shares; 2026Q2: 10,126 shares; 2026Q3: 10,263 shares 10,263 $9.34M 0.95% +137 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,673 shares; 2025Q1: 32,641 shares; 2025Q2: 26,886 shares; 2025Q3: 25,480 shares; 2025Q4: 25,132 shares; 2026Q1: 28,012 shares; 2026Q2: 26,393 shares; 2026Q3: 26,950 shares 26,950 $9.18M 0.94% +557 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,751 shares; 2025Q1: 61,511 shares; 2025Q2: 85,739 shares; 2025Q3: 69,462 shares; 2025Q4: 58,591 shares; 2026Q1: 58,928 shares; 2026Q2: 56,094 shares; 2026Q3: 54,444 shares 54,444 $7.91M 0.81% -1,650 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,734 shares; 2025Q1: 22,329 shares; 2025Q2: 22,042 shares; 2025Q3: 20,427 shares; 2025Q4: 20,514 shares; 2026Q1: 21,757 shares; 2026Q2: 21,710 shares; 2026Q3: 21,916 shares 21,916 $7.88M 0.8% +206 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,610 shares; 2025Q1: 31,319 shares; 2025Q2: 30,258 shares; 2025Q3: 27,526 shares; 2025Q4: 26,904 shares; 2026Q1: 27,804 shares; 2026Q2: 25,506 shares; 2026Q3: 28,944 shares 28,944 $7.21M 0.73% +3,438 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,377 shares; 2025Q1: 27,411 shares; 2025Q2: 27,447 shares; 2025Q3: 25,642 shares; 2025Q4: 25,673 shares; 2026Q1: 25,698 shares; 2026Q2: 25,718 shares; 2026Q3: 25,718 shares 25,718 $6.38M 0.65% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,840 shares; 2025Q1: 27,466 shares; 2025Q2: 25,525 shares; 2025Q3: 24,574 shares; 2025Q4: 23,928 shares; 2026Q1: 25,769 shares; 2026Q2: 25,471 shares; 2026Q3: 28,913 shares 28,913 $6.36M 0.65% +3,442 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139,788 shares; 2025Q1: 139,788 shares; 2025Q2: 139,788 shares; 2025Q3: 139,397 shares; 2025Q4: 139,397 shares; 2026Q1: 139,397 shares; 2026Q2: 139,397 shares; 2026Q3: 139,397 shares 139,397 $6.25M 0.64% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,906 shares; 2025Q1: 21,466 shares; 2025Q2: 17,174 shares; 2025Q3: 15,829 shares; 2025Q4: 15,186 shares; 2026Q1: 17,978 shares; 2026Q2: 17,847 shares; 2026Q3: 18,708 shares 18,708 $6.19M 0.63% +861 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 821 shares; 2025Q3: 1,462 shares; 2025Q4: 1,474 shares; 2026Q1: 1,481 shares; 2026Q2: 4,049 shares; 2026Q3: 61,684 shares 61,684 $6.08M 0.62% +57,635 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,377 shares; 2025Q1: 8,342 shares; 2025Q2: 8,526 shares; 2025Q3: 8,036 shares; 2025Q4: 7,930 shares; 2026Q1: 7,586 shares; 2026Q2: 7,512 shares; 2026Q3: 7,487 shares 7,487 $6.07M 0.62% -25 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,562 shares; 2025Q1: 14,061 shares; 2025Q2: 14,173 shares; 2025Q3: 16,257 shares; 2025Q4: 18,714 shares; 2026Q1: 19,343 shares; 2026Q2: 18,946 shares; 2026Q3: 18,463 shares 18,463 $6M 0.61% -483 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,427 shares; 2025Q1: 69,367 shares; 2025Q2: 53,561 shares; 2025Q3: 49,628 shares; 2025Q4: 48,811 shares; 2026Q1: 58,097 shares; 2026Q2: 53,752 shares; 2026Q3: 53,610 shares 53,610 $5.77M 0.59% -142 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,290 shares; 2025Q1: 15,639 shares; 2025Q2: 15,569 shares; 2025Q3: 14,719 shares; 2025Q4: 14,473 shares; 2026Q1: 14,295 shares; 2026Q2: 14,256 shares; 2026Q3: 13,979 shares 13,979 $5.42M 0.55% -277 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; 2024Q4: 13,663 shares; 2025Q1: 15,636 shares; 2025Q2: 15,404 shares; 2025Q3: 15,727 shares; 2025Q4: 15,314 shares; 2026Q1: 16,211 shares; 2026Q2: 14,376 shares; 2026Q3: 14,273 shares 14,273 $5.34M 0.54% -103 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 360 shares; 2025Q1: 13,330 shares; 2025Q2: 15,318 shares; 2025Q3: 15,026 shares; 2025Q4: 14,588 shares; 2026Q1: 14,612 shares; 2026Q2: 15,369 shares; 2026Q3: 14,617 shares 14,617 $5.13M 0.52% -752 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,520 shares; 2025Q1: 9,925 shares; 2025Q2: 11,347 shares; 2025Q3: 11,357 shares; 2025Q4: 11,047 shares; 2026Q1: 11,185 shares; 2026Q2: 10,917 shares; 2026Q3: 10,917 shares 10,917 $4.6M 0.47% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,775 shares; 2025Q1: 11,141 shares; 2025Q2: 11,901 shares; 2025Q3: 11,944 shares; 2025Q4: 12,466 shares; 2026Q1: 14,109 shares; 2026Q2: 15,442 shares; 2026Q3: 15,699 shares 15,699 $4.22M 0.43% +257 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,712 shares; 2025Q1: 27,080 shares; 2025Q2: 32,168 shares; 2025Q3: 28,037 shares; 2025Q4: 26,344 shares; 2026Q1: 28,715 shares; 2026Q2: 26,142 shares; 2026Q3: 25,870 shares 25,870 $4.21M 0.43% -272 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,878 shares; 2025Q1: 15,227 shares; 2025Q2: 13,251 shares; 2025Q3: 13,233 shares; 2025Q4: 13,818 shares; 2026Q1: 15,840 shares; 2026Q2: 16,303 shares; 2026Q3: 15,603 shares 15,603 $4.13M 0.42% -700 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,804 shares; 2025Q1: 50,057 shares; 2025Q2: 49,852 shares; 2025Q3: 46,698 shares; 2025Q4: 46,313 shares; 2026Q1: 50,286 shares; 2026Q2: 48,578 shares; 2026Q3: 47,736 shares 47,736 $4.12M 0.42% -842 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,855 shares; 2025Q1: 15,981 shares; 2025Q2: 15,924 shares; 2025Q3: 16,027 shares; 2025Q4: 16,013 shares; 2026Q1: 15,698 shares; 2026Q2: 16,581 shares; 2026Q3: 15,555 shares 15,555 $4.07M 0.41% -1,026 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,262 shares; 2025Q1: 3,840 shares; 2025Q2: 3,833 shares; 2025Q3: 3,834 shares; 2025Q4: 3,725 shares; 2026Q1: 3,665 shares; 2026Q2: 3,655 shares; 2026Q3: 3,371 shares 3,371 $3.9M 0.4% -284 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,050 shares; 2026Q3: 17,050 shares 17,050 $3.89M 0.4% 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; 2024Q4: 116,695 shares; 2025Q1: 123,884 shares; 2025Q2: 112,345 shares; 2025Q3: 99,258 shares; 2025Q4: 99,304 shares; 2026Q1: 100,942 shares; 2026Q2: 97,886 shares; 2026Q3: 98,200 shares 98,200 $3.83M 0.39% +314 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,281 shares; 2025Q1: 72,758 shares; 2025Q2: 71,729 shares; 2025Q3: 74,008 shares; 2025Q4: 77,740 shares; 2026Q1: 81,467 shares; 2026Q2: 80,338 shares; 2026Q3: 78,180 shares 78,180 $3.81M 0.39% -2,158 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,514 shares; 2025Q1: 50,431 shares; 2025Q2: 39,230 shares; 2025Q3: 39,286 shares; 2025Q4: 38,065 shares; 2026Q1: 45,566 shares; 2026Q2: 44,192 shares; 2026Q3: 43,902 shares 43,902 $3.78M 0.38% -290 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; 2024Q4: 9,239 shares; 2025Q1: 9,239 shares; 2025Q2: 9,239 shares; 2025Q3: 8,760 shares; 2025Q4: 8,717 shares; 2026Q1: 8,717 shares; 2026Q2: 8,475 shares; 2026Q3: 8,859 shares 8,859 $3.37M 0.34% +384 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,691 shares; 2025Q1: 51,259 shares; 2025Q2: 57,372 shares; 2025Q3: 57,215 shares; 2025Q4: 57,139 shares; 2026Q1: 64,059 shares; 2026Q2: 63,541 shares; 2026Q3: 63,867 shares 63,867 $3.17M 0.32% +326 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,061 shares; 2025Q1: 15,760 shares; 2025Q2: 15,579 shares; 2025Q3: 15,043 shares; 2025Q4: 15,723 shares; 2026Q1: 16,982 shares; 2026Q2: 16,402 shares; 2026Q3: 16,557 shares 16,557 $3.08M 0.31% +155 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,932 shares; 2025Q1: 21,704 shares; 2025Q2: 20,404 shares; 2025Q3: 19,551 shares; 2025Q4: 19,213 shares; 2026Q1: 21,565 shares; 2026Q2: 21,210 shares; 2026Q3: 20,966 shares 20,966 $3.05M 0.31% -244 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,410 shares; 2025Q1: 78,937 shares; 2025Q2: 83,261 shares; 2025Q3: 77,825 shares; 2025Q4: 77,898 shares; 2026Q1: 74,157 shares; 2026Q2: 72,675 shares; 2026Q3: 73,543 shares 73,543 $2.8M 0.29% +868 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58 shares; 2025Q1: 646 shares; 2025Q2: 805 shares; 2025Q3: 1,668 shares; 2025Q4: 2,359 shares; 2026Q1: 9,055 shares; 2026Q2: 12,310 shares; 2026Q3: 13,156 shares 13,156 $2.68M 0.27% +846 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,644 shares; 2026Q3: 18,644 shares 18,644 $2.65M 0.27% 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; 2024Q4: 12,027 shares; 2025Q1: 18,983 shares; 2025Q2: 10,928 shares; 2025Q3: 10,312 shares; 2025Q4: 9,990 shares; 2026Q1: 18,211 shares; 2026Q2: 16,811 shares; 2026Q3: 16,661 shares 16,661 $2.58M 0.26% -150 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,909 shares; 2025Q1: 4,901 shares; 2025Q2: 4,901 shares; 2025Q3: 4,766 shares; 2025Q4: 4,771 shares; 2026Q1: 4,894 shares; 2026Q2: 28,602 shares; 2026Q3: 28,404 shares 28,404 $2.56M 0.26% -198 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,116 shares; 2025Q1: 8,439 shares; 2025Q2: 8,516 shares; 2025Q3: 7,862 shares; 2025Q4: 14,242 shares; 2026Q1: 18,826 shares; 2026Q2: 21,415 shares; 2026Q3: 24,318 shares 24,318 $2.46M 0.25% +2,903 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,370 shares; 2025Q1: 3,370 shares; 2025Q2: 3,377 shares; 2025Q3: 3,444 shares; 2025Q4: 3,455 shares; 2026Q1: 3,466 shares; 2026Q2: 3,464 shares; 2026Q3: 3,462 shares 3,462 $2.43M 0.25% -2 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,876 shares; 2025Q1: 25,398 shares; 2025Q2: 20,340 shares; 2025Q3: 20,315 shares; 2025Q4: 20,675 shares; 2026Q1: 25,393 shares; 2026Q2: 25,194 shares; 2026Q3: 23,594 shares 23,594 $2.33M 0.24% -1,600 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares; 2025Q4: 272 shares; 2026Q1: 322 shares; 2026Q2: 3,030 shares; 2026Q3: 3,030 shares 3,030 $2.32M 0.24% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,064 shares; 2025Q1: 44,509 shares; 2025Q2: 44,509 shares; 2025Q3: 37,259 shares; 2025Q4: 26,144 shares; 2026Q1: 26,144 shares; 2026Q2: 26,144 shares; 2026Q3: 26,144 shares 26,144 $2.29M 0.23% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 440 shares; 2025Q1: 1,380 shares; 2025Q2: 2,902 shares; 2025Q3: 4,237 shares; 2025Q4: 4,923 shares; 2026Q1: 5,298 shares; 2026Q2: 5,501 shares; 2026Q3: 5,419 shares 5,419 $2.2M 0.22% -82 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,802 shares; 2025Q1: 25,345 shares; 2025Q2: 29,126 shares; 2025Q3: 18,460 shares; 2025Q4: 18,460 shares; 2026Q1: 19,696 shares; 2026Q2: 18,199 shares; 2026Q3: 18,140 shares 18,140 $2.18M 0.22% -59 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 669 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 1,284 shares; 2026Q2: 7,811 shares; 2026Q3: 7,807 shares 7,807 $2.17M 0.22% -4 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,683 shares; 2025Q1: 18,303 shares; 2025Q2: 18,033 shares; 2025Q3: 17,541 shares; 2025Q4: 17,502 shares; 2026Q1: 17,632 shares; 2026Q2: 17,347 shares; 2026Q3: 17,787 shares 17,787 $2.15M 0.22% +440 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,609 shares; 2025Q1: 22,902 shares; 2025Q2: 12,609 shares; 2025Q3: 12,816 shares; 2025Q4: 12,784 shares; 2026Q1: 23,114 shares; 2026Q2: 20,396 shares; 2026Q3: 20,446 shares 20,446 $2.12M 0.22% +50 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,104 shares; 2025Q1: 60,122 shares; 2025Q2: 57,869 shares; 2025Q3: 52,633 shares; 2025Q4: 52,136 shares; 2026Q1: 52,034 shares; 2026Q2: 50,838 shares; 2026Q3: 51,307 shares 51,307 $2.11M 0.21% +469 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,781 shares; 2025Q1: 6,449 shares; 2025Q2: 4,649 shares; 2025Q3: 3,868 shares; 2025Q4: 4,940 shares; 2026Q1: 7,072 shares; 2026Q2: 6,747 shares; 2026Q3: 6,728 shares 6,728 $2.1M 0.21% -19 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,540 shares; 2025Q1: 10,362 shares; 2025Q2: 10,244 shares; 2025Q3: 9,702 shares; 2025Q4: 9,875 shares; 2026Q1: 10,482 shares; 2026Q2: 10,610 shares; 2026Q3: 10,577 shares 10,577 $1.85M 0.19% -33 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,149 shares; 2025Q1: 3,149 shares; 2025Q2: 3,145 shares; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares; 2026Q1: 3,597 shares; 2026Q2: 2,370 shares; 2026Q3: 2,370 shares 2,370 $1.81M 0.18% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,565 shares; 2025Q1: 6,720 shares; 2025Q2: 6,604 shares; 2025Q3: 6,459 shares; 2025Q4: 5,922 shares; 2026Q1: 5,106 shares; 2026Q2: 5,069 shares; 2026Q3: 5,063 shares 5,063 $1.77M 0.18% -6 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,843 shares; 2025Q1: 4,843 shares; 2025Q2: 4,966 shares; 2025Q3: 7,409 shares; 2025Q4: 7,881 shares; 2026Q1: 9,179 shares; 2026Q2: 18,207 shares; 2026Q3: 19,391 shares 19,391 $1.76M 0.18% +1,184 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,567 shares; 2025Q1: 3,941 shares; 2025Q2: 1,567 shares; 2025Q3: 1,719 shares; 2025Q4: 1,703 shares; 2026Q1: 5,616 shares; 2026Q2: 5,616 shares; 2026Q3: 5,616 shares 5,616 $1.74M 0.18% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,426 shares; 2025Q1: 17,661 shares; 2025Q2: 7,027 shares; 2025Q3: 6,811 shares; 2025Q4: 6,792 shares; 2026Q1: 17,356 shares; 2026Q2: 14,425 shares; 2026Q3: 14,366 shares 14,366 $1.69M 0.17% -59 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,821 shares; 2025Q1: 30,532 shares; 2025Q2: 32,558 shares; 2025Q3: 29,873 shares; 2025Q4: 30,825 shares; 2026Q1: 30,096 shares; 2026Q2: 30,056 shares; 2026Q3: 32,207 shares 32,207 $1.67M 0.17% +2,151 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,547 shares; 2025Q1: 3,182 shares; 2025Q2: 2,995 shares; 2025Q3: 2,356 shares; 2025Q4: 2,209 shares; 2026Q1: 1,984 shares; 2026Q2: 1,984 shares; 2026Q3: 1,923 shares 1,923 $1.64M 0.17% -61 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73 shares; 2025Q4: not reported; 2026Q1: 7,614 shares; 2026Q2: 9,225 shares; 2026Q3: 9,890 shares 9,890 $1.62M 0.16% +665 Timeline ANCTF ALIMENTATION COUCHE-TARD INC More: the full row for ALIMENTATION COUCHE-TARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,328 shares 29,328 $1.6M 0.16% new Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,544 shares; 2025Q1: 26,511 shares; 2025Q2: 26,511 shares; 2025Q3: 26,511 shares; 2025Q4: 25,461 shares; 2026Q1: 25,461 shares; 2026Q2: 25,264 shares; 2026Q3: 25,264 shares 25,264 $1.58M 0.16% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,289 shares; 2025Q1: 6,205 shares; 2025Q2: 6,205 shares; 2025Q3: 6,005 shares; 2025Q4: 6,005 shares; 2026Q1: 6,853 shares; 2026Q2: 5,933 shares; 2026Q3: 5,907 shares 5,907 $1.57M 0.16% -26 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; 2024Q4: 3,056 shares; 2025Q1: 3,493 shares; 2025Q2: 3,151 shares; 2025Q3: 3,154 shares; 2025Q4: 3,137 shares; 2026Q1: 3,097 shares; 2026Q2: 3,065 shares; 2026Q3: 3,065 shares 3,065 $1.55M 0.16% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,985 shares; 2025Q1: 5,158 shares; 2025Q2: 4,803 shares; 2025Q3: 4,799 shares; 2025Q4: 4,302 shares; 2026Q1: 4,237 shares; 2026Q2: 4,337 shares; 2026Q3: 4,311 shares 4,311 $1.54M 0.16% -26 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,826 shares; 2025Q1: 16,429 shares; 2025Q2: 13,919 shares; 2025Q3: 13,419 shares; 2025Q4: 12,713 shares; 2026Q1: 14,995 shares; 2026Q2: 13,945 shares; 2026Q3: 13,399 shares 13,399 $1.53M 0.16% -546 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,233 shares; 2026Q3: 9,818 shares 9,818 $1.52M 0.15% +2,585 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,331 shares; 2025Q1: 7,895 shares; 2025Q2: 7,511 shares; 2025Q3: 7,731 shares; 2025Q4: 7,583 shares; 2026Q1: 9,683 shares; 2026Q2: 5,396 shares; 2026Q3: 5,772 shares 5,772 $1.32M 0.13% +376 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,960 shares; 2025Q1: 68,540 shares; 2025Q2: 63,798 shares; 2025Q3: 56,226 shares; 2025Q4: 56,226 shares; 2026Q1: 55,410 shares; 2026Q2: 55,410 shares; 2026Q3: 55,282 shares 55,282 $1.3M 0.13% -128 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,575 shares; 2025Q1: 34,041 shares; 2025Q2: 33,156 shares; 2025Q3: 33,174 shares; 2025Q4: 30,624 shares; 2026Q1: 30,069 shares; 2026Q2: 29,624 shares; 2026Q3: 24,834 shares 24,834 $1.3M 0.13% -4,790 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 417 shares; 2025Q1: 6,632 shares; 2025Q2: 6,782 shares; 2025Q3: 6,841 shares; 2025Q4: 6,841 shares; 2026Q1: 6,841 shares; 2026Q2: 6,841 shares; 2026Q3: 6,841 shares 6,841 $1.28M 0.13% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,659 shares; 2025Q1: 2,734 shares; 2025Q2: 2,714 shares; 2025Q3: 2,568 shares; 2025Q4: 1,956 shares; 2026Q1: 1,883 shares; 2026Q2: 1,880 shares; 2026Q3: 1,873 shares 1,873 $1.26M 0.13% -7 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,586 shares; 2025Q1: 5,492 shares; 2025Q2: 5,492 shares; 2025Q3: 6,171 shares; 2025Q4: 6,015 shares; 2026Q1: 6,674 shares; 2026Q2: 5,938 shares; 2026Q3: 5,989 shares 5,989 $1.22M 0.12% +51 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,026 shares; 2025Q1: 3,915 shares; 2025Q2: 3,034 shares; 2025Q3: 4,031 shares; 2025Q4: 4,000 shares; 2026Q1: 3,931 shares; 2026Q2: 3,931 shares; 2026Q3: 3,883 shares 3,883 $1.18M 0.12% -48 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,349 shares; 2025Q1: 26,080 shares; 2025Q2: 8,377 shares; 2025Q3: 8,171 shares; 2025Q4: 8,171 shares; 2026Q1: 25,452 shares; 2026Q2: 24,699 shares; 2026Q3: 24,699 shares 24,699 $1.15M 0.12% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 225 shares; 2026Q1: 69 shares; 2026Q2: 1,665 shares; 2026Q3: 1,665 shares 1,665 $1.09M 0.11% 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; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,559 shares; 2025Q3: 2,559 shares; 2025Q4: 2,559 shares; 2026Q1: 2,743 shares; 2026Q2: 2,743 shares; 2026Q3: 2,743 shares 2,743 $1.08M 0.11% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,374 shares; 2025Q1: 18,897 shares; 2025Q2: 18,188 shares; 2025Q3: 17,421 shares; 2025Q4: 18,556 shares; 2026Q1: 19,527 shares; 2026Q2: 18,157 shares; 2026Q3: 17,317 shares 17,317 $1.08M 0.11% -840 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,861 shares; 2025Q1: 47,420 shares; 2025Q2: 46,790 shares; 2025Q3: 21,032 shares; 2025Q4: 15,048 shares; 2026Q1: 11,489 shares; 2026Q2: 10,556 shares; 2026Q3: 10,218 shares 10,218 $1.07M 0.11% -338 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,674 shares; 2025Q1: 4,800 shares; 2025Q2: 4,924 shares; 2025Q3: 4,951 shares; 2025Q4: 4,944 shares; 2026Q1: 4,681 shares; 2026Q2: 4,626 shares; 2026Q3: 4,555 shares 4,555 $1.05M 0.11% -71 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,501 shares; 2025Q1: 30,204 shares; 2025Q2: 23,479 shares; 2025Q3: 23,675 shares; 2025Q4: 20,986 shares; 2026Q1: 26,270 shares; 2026Q2: 23,414 shares; 2026Q3: 22,840 shares 22,840 $1.05M 0.11% -574 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,798 shares; 2026Q3: 3,798 shares 3,798 $1.01M 0.1% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,099 shares; 2025Q1: 14,027 shares; 2025Q2: 13,586 shares; 2025Q3: 13,451 shares; 2025Q4: 12,833 shares; 2026Q1: 12,656 shares; 2026Q2: 12,894 shares; 2026Q3: 12,849 shares 12,849 $1M 0.1% -45 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18 shares; 2025Q1: 183 shares; 2025Q2: 216 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 340 shares; 2026Q3: 1,340 shares 1,340 $991K 0.1% +1,000 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,133 shares; 2025Q1: 2,391 shares; 2025Q2: 2,519 shares; 2025Q3: 2,514 shares; 2025Q4: 5,012 shares; 2026Q1: 5,012 shares; 2026Q2: 4,986 shares; 2026Q3: 4,986 shares 4,986 $976K 0.1% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,009 shares; 2026Q2: 5,916 shares; 2026Q3: 5,916 shares 5,916 $955K 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; 2024Q4: 666 shares; 2025Q1: 1,320 shares; 2025Q2: 869 shares; 2025Q3: 767 shares; 2025Q4: 1,048 shares; 2026Q1: 1,058 shares; 2026Q2: 960 shares; 2026Q3: 960 shares 960 $912K 0.09% 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; 2024Q4: 5,669 shares; 2025Q1: 6,269 shares; 2025Q2: 7,008 shares; 2025Q3: 6,881 shares; 2025Q4: 6,857 shares; 2026Q1: 7,328 shares; 2026Q2: 6,978 shares; 2026Q3: 6,978 shares 6,978 $884K 0.09% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,537 shares; 2025Q1: 4,471 shares; 2025Q2: 4,471 shares; 2025Q3: 4,283 shares; 2025Q4: 4,176 shares; 2026Q1: 4,412 shares; 2026Q2: 4,018 shares; 2026Q3: 3,998 shares 3,998 $870K 0.09% -20 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; 2024Q4: 2,138 shares; 2025Q1: 2,104 shares; 2025Q2: 2,074 shares; 2025Q3: 2,150 shares; 2025Q4: 2,094 shares; 2026Q1: 2,027 shares; 2026Q2: 2,015 shares; 2026Q3: 1,990 shares 1,990 $855K 0.09% -25 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139,121 shares; 2025Q1: 154,389 shares; 2025Q2: 147,090 shares; 2025Q3: 134,385 shares; 2025Q4: 129,234 shares; 2026Q1: 58,337 shares; 2026Q2: 35,388 shares; 2026Q3: 29,573 shares 29,573 $843K 0.09% -5,815 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,189 shares; 2025Q1: 8,199 shares; 2025Q2: 7,074 shares; 2025Q3: 8,199 shares; 2025Q4: 7,948 shares; 2026Q1: 7,867 shares; 2026Q2: 7,052 shares; 2026Q3: 6,257 shares 6,257 $775K 0.08% -795 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,031 shares; 2025Q1: 2,610 shares; 2025Q2: 2,610 shares; 2025Q3: 2,639 shares; 2025Q4: 2,639 shares; 2026Q1: 2,605 shares; 2026Q2: 2,605 shares; 2026Q3: 2,637 shares 2,637 $750K 0.08% +32 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,937 shares; 2025Q1: 7,723 shares; 2025Q2: 7,623 shares; 2025Q3: 7,782 shares; 2025Q4: 7,322 shares; 2026Q1: 6,882 shares; 2026Q2: 6,882 shares; 2026Q3: 5,978 shares 5,978 $748K 0.08% -904 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; 2024Q4: 3,034 shares; 2025Q1: 3,216 shares; 2025Q2: 3,671 shares; 2025Q3: 3,707 shares; 2025Q4: 3,683 shares; 2026Q1: 4,062 shares; 2026Q2: 3,566 shares; 2026Q3: 3,576 shares 3,576 $740K 0.08% +10 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,924 shares; 2025Q1: 5,868 shares; 2025Q2: 3,897 shares; 2025Q3: 2,775 shares; 2025Q4: 1,378 shares; 2026Q1: 2,870 shares; 2026Q2: 2,870 shares; 2026Q3: 2,630 shares 2,630 $732K 0.07% -240 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,060 shares; 2025Q1: 7,198 shares; 2025Q2: 3,168 shares; 2025Q3: 2,726 shares; 2025Q4: 2,748 shares; 2026Q1: 6,774 shares; 2026Q2: 6,833 shares; 2026Q3: 6,907 shares 6,907 $719K 0.07% +74 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,937 shares; 2025Q1: 6,937 shares; 2025Q2: 6,857 shares; 2025Q3: 6,724 shares; 2025Q4: 10,262 shares; 2026Q1: 9,507 shares; 2026Q2: 9,512 shares; 2026Q3: 9,497 shares 9,497 $716K 0.07% -15 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,653 shares; 2025Q1: 2,430 shares; 2025Q2: 2,611 shares; 2025Q3: 2,636 shares; 2025Q4: 3,529 shares; 2026Q1: 3,517 shares; 2026Q2: 3,047 shares; 2026Q3: 3,033 shares 3,033 $708K 0.07% -14 Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,702 shares; 2025Q4: 7,288 shares; 2026Q1: 8,314 shares; 2026Q2: 17,433 shares; 2026Q3: 17,107 shares 17,107 $688K 0.07% -326 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23,013 shares 23,013 $649K 0.07% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 625 shares; 2025Q1: 4,528 shares; 2025Q2: 625 shares; 2025Q3: 674 shares; 2025Q4: 625 shares; 2026Q1: 4,528 shares; 2026Q2: 4,528 shares; 2026Q3: 4,528 shares 4,528 $646K 0.07% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 478 shares; 2025Q1: 4,678 shares; 2025Q2: 4,724 shares; 2025Q3: 4,893 shares; 2025Q4: 4,878 shares; 2026Q1: 4,778 shares; 2026Q2: 4,779 shares; 2026Q3: 4,779 shares 4,779 $632K 0.06% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,273 shares; 2025Q1: 10,151 shares; 2025Q2: 10,151 shares; 2025Q3: 9,951 shares; 2025Q4: 9,875 shares; 2026Q1: 9,806 shares; 2026Q2: 9,700 shares; 2026Q3: 9,700 shares 9,700 $614K 0.06% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,882 shares 2,882 $608K 0.06% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110 shares; 2025Q1: 3,290 shares; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares; 2026Q1: 3,480 shares; 2026Q2: 3,480 shares; 2026Q3: 3,480 shares 3,480 $608K 0.06% 0 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,350 shares; 2025Q1: 6,636 shares; 2025Q2: 6,559 shares; 2025Q3: 6,336 shares; 2025Q4: 6,336 shares; 2026Q1: 5,302 shares; 2026Q2: 5,302 shares; 2026Q3: 5,302 shares 5,302 $607K 0.06% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,560 shares; 2025Q1: 3,420 shares; 2025Q2: 3,143 shares; 2025Q3: 2,878 shares; 2025Q4: 2,628 shares; 2026Q1: 2,384 shares; 2026Q2: 2,384 shares; 2026Q3: 2,360 shares 2,360 $603K 0.06% -24 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,475 shares; 2025Q4: 6,535 shares; 2026Q1: 6,435 shares; 2026Q2: 23,092 shares; 2026Q3: 25,706 shares 25,706 $591K 0.06% +2,614 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,830 shares; 2025Q1: 3,850 shares; 2025Q2: 3,627 shares; 2025Q3: 3,562 shares; 2025Q4: 3,531 shares; 2026Q1: 3,372 shares; 2026Q2: 3,372 shares; 2026Q3: 2,051 shares 2,051 $585K 0.06% -1,321 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,192 shares; 2025Q1: 2,031 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares; 2025Q4: 2,354 shares; 2026Q1: 2,354 shares; 2026Q2: 2,225 shares; 2026Q3: 2,225 shares 2,225 $574K 0.06% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,619 shares; 2025Q1: 6,619 shares; 2025Q2: 6,619 shares; 2025Q3: 6,619 shares; 2025Q4: 6,619 shares; 2026Q1: 7,809 shares; 2026Q2: 6,619 shares; 2026Q3: 6,619 shares 6,619 $565K 0.06% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,377 shares; 2025Q1: 1,773 shares; 2025Q2: 1,282 shares; 2025Q3: 1,823 shares; 2025Q4: 1,805 shares; 2026Q1: 1,751 shares; 2026Q2: 1,751 shares; 2026Q3: 2,501 shares 2,501 $556K 0.06% +750 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,827 shares; 2025Q1: 3,677 shares; 2025Q2: 2,712 shares; 2025Q3: 3,065 shares; 2025Q4: 3,112 shares; 2026Q1: 3,268 shares; 2026Q2: 3,435 shares; 2026Q3: 3,513 shares 3,513 $555K 0.06% +78 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 952 shares; 2025Q1: 863 shares; 2025Q2: 923 shares; 2025Q3: 936 shares; 2025Q4: 923 shares; 2026Q1: 873 shares; 2026Q2: 813 shares; 2026Q3: 813 shares 813 $549K 0.06% 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; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,243 shares; 2025Q4: 3,546 shares; 2026Q1: 3,456 shares; 2026Q2: 3,381 shares; 2026Q3: 3,381 shares 3,381 $525K 0.05% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,933 shares; 2025Q1: 2,933 shares; 2025Q2: 2,908 shares; 2025Q3: 2,936 shares; 2025Q4: 2,913 shares; 2026Q1: 2,913 shares; 2026Q2: 2,913 shares; 2026Q3: 2,913 shares 2,913 $521K 0.05% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,544 shares; 2026Q3: 8,544 shares 8,544 $519K 0.05% 0 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,895 shares; 2025Q1: 8,617 shares; 2025Q2: 7,587 shares; 2025Q3: 7,517 shares; 2025Q4: 7,674 shares; 2026Q1: 7,569 shares; 2026Q2: 8,446 shares; 2026Q3: 8,446 shares 8,446 $503K 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; 2024Q4: 1,924 shares; 2025Q1: 1,834 shares; 2025Q2: 1,834 shares; 2025Q3: 1,880 shares; 2025Q4: 1,875 shares; 2026Q1: 1,863 shares; 2026Q2: 1,827 shares; 2026Q3: 1,827 shares 1,827 $497K 0.05% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,451 shares; 2025Q1: 7,284 shares; 2025Q2: 7,284 shares; 2025Q3: 7,557 shares; 2025Q4: 7,529 shares; 2026Q1: 10,111 shares; 2026Q2: 6,549 shares; 2026Q3: 6,549 shares 6,549 $496K 0.05% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,060 shares; 2025Q1: 2,035 shares; 2025Q2: 2,035 shares; 2025Q3: 2,035 shares; 2025Q4: 2,035 shares; 2026Q1: 2,751 shares; 2026Q2: 2,195 shares; 2026Q3: 2,195 shares 2,195 $487K 0.05% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,263 shares; 2025Q1: 6,007 shares; 2025Q2: 5,502 shares; 2025Q3: 5,502 shares; 2025Q4: 5,310 shares; 2026Q1: 5,910 shares; 2026Q2: 5,882 shares; 2026Q3: 5,785 shares 5,785 $470K 0.05% -97 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; 2024Q4: 3,708 shares; 2025Q1: 3,708 shares; 2025Q2: 3,708 shares; 2025Q3: 3,693 shares; 2025Q4: 3,662 shares; 2026Q1: 3,628 shares; 2026Q2: 3,628 shares; 2026Q3: 3,628 shares 3,628 $466K 0.05% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,836 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,682 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares; 2026Q2: 1,660 shares; 2026Q3: 1,660 shares 1,660 $465K 0.05% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,916 shares; 2025Q1: 1,916 shares; 2025Q2: 1,916 shares; 2025Q3: 1,935 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares; 2026Q2: 1,760 shares; 2026Q3: 1,760 shares 1,760 $461K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,446 shares; 2025Q1: 3,361 shares; 2025Q2: 3,361 shares; 2025Q3: 2,436 shares; 2025Q4: 2,407 shares; 2026Q1: 2,422 shares; 2026Q2: 2,392 shares; 2026Q3: 2,392 shares 2,392 $444K 0.05% 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; 2024Q4: 54 shares; 2025Q1: 184 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 339 shares; 2026Q2: 1,239 shares; 2026Q3: 1,239 shares 1,239 $442K 0.05% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,646 shares; 2025Q1: 2,481 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares; 2026Q1: 2,117 shares; 2026Q2: 2,087 shares; 2026Q3: 2,087 shares 2,087 $439K 0.04% 0 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,677 shares; 2025Q1: 5,762 shares; 2025Q2: 3,918 shares; 2025Q3: 3,784 shares; 2025Q4: 3,784 shares; 2026Q1: 3,784 shares; 2026Q2: 3,508 shares; 2026Q3: 3,473 shares 3,473 $439K 0.04% -35 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 552 shares; 2025Q1: 505 shares; 2025Q2: 483 shares; 2025Q3: 494 shares; 2025Q4: 486 shares; 2026Q1: 457 shares; 2026Q2: 457 shares; 2026Q3: 457 shares 457 $437K 0.04% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,726 shares; 2025Q1: 6,536 shares; 2025Q2: 6,562 shares; 2025Q3: 6,042 shares; 2025Q4: 5,361 shares; 2026Q1: 10,014 shares; 2026Q2: 5,983 shares; 2026Q3: 6,120 shares 6,120 $429K 0.04% +137 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 916 shares; 2026Q1: 879 shares; 2026Q2: 826 shares; 2026Q3: 826 shares 826 $422K 0.04% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares; 2026Q3: 230 shares 230 $417K 0.04% +10 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,995 shares; 2025Q1: 3,995 shares; 2025Q2: 3,995 shares; 2025Q3: 3,995 shares; 2025Q4: 3,995 shares; 2026Q1: 3,995 shares; 2026Q2: 3,995 shares; 2026Q3: 3,995 shares 3,995 $412K 0.04% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,625 shares; 2025Q1: 1,515 shares; 2025Q2: 1,515 shares; 2025Q3: 1,541 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares; 2026Q2: 1,537 shares; 2026Q3: 912 shares 912 $412K 0.04% -625 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,156 shares; 2025Q1: 4,246 shares; 2025Q2: 4,156 shares; 2025Q3: 4,156 shares; 2025Q4: 4,156 shares; 2026Q1: 4,355 shares; 2026Q2: 4,156 shares; 2026Q3: 4,197 shares 4,197 $397K 0.04% +41 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,825 shares; 2025Q1: 2,825 shares; 2025Q2: 2,901 shares; 2025Q3: 2,901 shares; 2025Q4: 2,825 shares; 2026Q1: 2,825 shares; 2026Q2: 2,075 shares; 2026Q3: 2,150 shares 2,150 $384K 0.04% +75 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,452 shares; 2025Q1: 5,407 shares; 2025Q2: 5,372 shares; 2025Q3: 4,722 shares; 2025Q4: 4,745 shares; 2026Q1: 4,529 shares; 2026Q2: 4,462 shares; 2026Q3: 4,462 shares 4,462 $380K 0.04% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,951 shares; 2025Q1: 6,951 shares; 2025Q2: 6,951 shares; 2025Q3: 6,951 shares; 2025Q4: 10,426 shares; 2026Q1: 10,426 shares; 2026Q2: 10,426 shares; 2026Q3: 10,426 shares 10,426 $380K 0.04% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 992 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 985 shares; 2026Q1: 982 shares; 2026Q2: 982 shares; 2026Q3: 982 shares 982 $375K 0.04% 0 Timeline BETA BETA TECHNOLOGIES INC More: the full row for BETA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16,901 shares 16,901 $374K 0.04% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,123 shares; 2025Q1: 1,606 shares; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,349 shares; 2026Q1: 1,149 shares; 2026Q2: 1,149 shares; 2026Q3: 1,149 shares 1,149 $363K 0.04% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 244 shares; 2025Q1: 2,744 shares; 2025Q2: 2,744 shares; 2025Q3: 2,256 shares; 2025Q4: 2,244 shares; 2026Q1: 2,344 shares; 2026Q2: 2,344 shares; 2026Q3: 2,344 shares 2,344 $349K 0.04% 0 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; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 539 shares; 2026Q1: 539 shares; 2026Q2: 539 shares; 2026Q3: 539 shares 539 $346K 0.04% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 502 shares; 2025Q1: 484 shares; 2025Q2: 497 shares; 2025Q3: 445 shares; 2025Q4: 381 shares; 2026Q1: 375 shares; 2026Q2: 356 shares; 2026Q3: 379 shares 379 $341K 0.03% +23 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,061 shares; 2025Q1: 4,061 shares; 2025Q2: 4,061 shares; 2025Q3: 4,070 shares; 2025Q4: 4,061 shares; 2026Q1: 4,061 shares; 2026Q2: 4,061 shares; 2026Q3: 4,061 shares 4,061 $337K 0.03% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,047 shares; 2025Q1: 4,077 shares; 2025Q2: 4,115 shares; 2025Q3: 4,151 shares; 2025Q4: 4,180 shares; 2026Q1: 4,209 shares; 2026Q2: 4,238 shares; 2026Q3: 4,268 shares 4,268 $333K 0.03% +30 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,215 shares; 2025Q1: 1,261 shares; 2025Q2: 1,461 shares; 2025Q3: 1,517 shares; 2025Q4: 2,217 shares; 2026Q1: 2,202 shares; 2026Q2: 2,026 shares; 2026Q3: 2,003 shares 2,003 $329K 0.03% -23 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,110 shares; 2025Q1: 3,680 shares; 2025Q2: 3,501 shares; 2025Q3: 3,798 shares; 2025Q4: 3,422 shares; 2026Q1: 3,422 shares; 2026Q2: 3,422 shares; 2026Q3: 3,457 shares 3,457 $325K 0.03% +35 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,830 shares; 2025Q2: 6,662 shares; 2025Q3: 5,457 shares; 2025Q4: 5,090 shares; 2026Q1: 5,090 shares; 2026Q2: 5,092 shares; 2026Q3: 5,090 shares 5,090 $325K 0.03% -2 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,722 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 1,677 shares; 2025Q4: 1,775 shares; 2026Q1: 1,760 shares; 2026Q2: 1,760 shares; 2026Q3: 1,494 shares 1,494 $323K 0.03% -266 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,404 shares; 2026Q2: 1,404 shares; 2026Q3: 1,404 shares 1,404 $323K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,421 shares; 2025Q1: 8,973 shares; 2025Q2: 8,302 shares; 2025Q3: 8,079 shares; 2025Q4: 7,519 shares; 2026Q1: 7,165 shares; 2026Q2: 5,509 shares; 2026Q3: 5,509 shares 5,509 $319K 0.03% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,370 shares; 2025Q1: 4,370 shares; 2025Q2: 4,370 shares; 2025Q3: 4,370 shares; 2025Q4: 4,370 shares; 2026Q1: 4,370 shares; 2026Q2: 4,370 shares; 2026Q3: 4,370 shares 4,370 $314K 0.03% 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; 2024Q4: 614 shares; 2025Q1: 612 shares; 2025Q2: 628 shares; 2025Q3: 632 shares; 2025Q4: 627 shares; 2026Q1: 553 shares; 2026Q2: 488 shares; 2026Q3: 553 shares 553 $305K 0.03% +65 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,480 shares; 2025Q1: 3,480 shares; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares; 2026Q1: 3,480 shares; 2026Q2: 3,480 shares; 2026Q3: 3,480 shares 3,480 $305K 0.03% 0 Timeline ALRS ALERUS FINL CORP More: the full row for ALERUS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,540 shares; 2025Q2: 9,844 shares; 2025Q3: 9,844 shares; 2025Q4: 9,844 shares; 2026Q1: 9,844 shares; 2026Q2: 9,584 shares; 2026Q3: 9,584 shares 9,584 $303K 0.03% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 385 shares; 2025Q1: 1,751 shares; 2025Q2: 1,751 shares; 2025Q3: 2,035 shares; 2025Q4: 2,035 shares; 2026Q1: 2,035 shares; 2026Q2: 2,035 shares; 2026Q3: 3,735 shares 3,735 $299K 0.03% +1,700 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,593 shares; 2025Q1: 13,393 shares; 2025Q2: 12,383 shares; 2025Q3: 12,402 shares; 2025Q4: 11,730 shares; 2026Q1: 12,935 shares; 2026Q2: 11,627 shares; 2026Q3: 11,625 shares 11,625 $284K 0.03% -2 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; 2024Q4: 13,944 shares; 2025Q1: 13,944 shares; 2025Q2: 13,944 shares; 2025Q3: 13,944 shares; 2025Q4: 13,694 shares; 2026Q1: 12,949 shares; 2026Q2: 12,780 shares; 2026Q3: 12,780 shares 12,780 $281K 0.03% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: 370 shares; 2025Q2: 570 shares; 2025Q3: 534 shares; 2025Q4: 554 shares; 2026Q1: 554 shares; 2026Q2: 534 shares; 2026Q3: 534 shares 534 $279K 0.03% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares; 2026Q1: 2,540 shares; 2026Q2: 2,540 shares; 2026Q3: 2,540 shares 2,540 $270K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,360 shares; 2025Q1: 3,360 shares; 2025Q2: 3,360 shares; 2025Q3: 3,360 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares; 2026Q2: 2,560 shares; 2026Q3: 2,560 shares 2,560 $266K 0.03% 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; 2024Q4: 354 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 410 shares; 2025Q4: 381 shares; 2026Q1: 317 shares; 2026Q2: 312 shares; 2026Q3: 348 shares 348 $252K 0.03% +36 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 646 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 602 shares; 2026Q1: 590 shares; 2026Q2: 569 shares; 2026Q3: 569 shares 569 $248K 0.03% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,157 shares; 2025Q1: 1,157 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares; 2026Q2: 1,157 shares; 2026Q3: 1,157 shares 1,157 $243K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,371 shares; 2025Q1: 3,633 shares; 2025Q2: 3,313 shares; 2025Q3: 3,313 shares; 2025Q4: 2,313 shares; 2026Q1: 1,773 shares; 2026Q2: 1,773 shares; 2026Q3: 1,773 shares 1,773 $241K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,906 shares; 2025Q1: 5,851 shares; 2025Q2: 5,851 shares; 2025Q3: 3,369 shares; 2025Q4: 3,169 shares; 2026Q1: 2,728 shares; 2026Q2: 2,728 shares; 2026Q3: 2,532 shares 2,532 $241K 0.02% -196 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,313 shares; 2025Q1: 4,813 shares; 2025Q2: 4,813 shares; 2025Q3: 4,813 shares; 2025Q4: 4,813 shares; 2026Q1: 4,563 shares; 2026Q2: 4,376 shares; 2026Q3: 4,376 shares 4,376 $238K 0.02% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 1,963 shares; 2025Q4: 1,963 shares; 2026Q1: 1,963 shares; 2026Q2: 1,963 shares; 2026Q3: 1,963 shares 1,963 $238K 0.02% 0 Timeline VTEL VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,474 shares 2,474 $238K 0.02% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 401 shares; 2026Q3: 440 shares 440 $237K 0.02% +39 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,159 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,274 shares; 2025Q4: 1,261 shares; 2026Q1: 1,254 shares; 2026Q2: 1,254 shares; 2026Q3: 1,254 shares 1,254 $231K 0.02% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,500 shares 1,500 $229K 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,210 shares; 2025Q1: 6,145 shares; 2025Q2: 6,127 shares; 2025Q3: 5,892 shares; 2025Q4: 5,487 shares; 2026Q1: 6,774 shares; 2026Q2: 5,505 shares; 2026Q3: 4,834 shares 4,834 $227K 0.02% -671 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,259 shares; 2025Q1: 3,259 shares; 2025Q2: 3,259 shares; 2025Q3: 3,259 shares; 2025Q4: 3,259 shares; 2026Q1: 3,026 shares; 2026Q2: 1,822 shares; 2026Q3: 1,822 shares 1,822 $224K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 533 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 556 shares; 2025Q4: 501 shares; 2026Q1: 501 shares; 2026Q2: 501 shares; 2026Q3: 497 shares 497 $222K 0.02% -4 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 892 shares; 2025Q1: 794 shares; 2025Q2: 794 shares; 2025Q3: 708 shares; 2025Q4: 681 shares; 2026Q1: 601 shares; 2026Q2: 601 shares; 2026Q3: 601 shares 601 $221K 0.02% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares; 2026Q2: 1,744 shares; 2026Q3: 1,744 shares 1,744 $219K 0.02% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,444 shares; 2025Q1: 3,184 shares; 2025Q2: 3,184 shares; 2025Q3: 3,184 shares; 2025Q4: 3,184 shares; 2026Q1: 3,127 shares; 2026Q2: 3,052 shares; 2026Q3: 3,052 shares 3,052 $217K 0.02% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 922 shares; 2025Q3: 1,048 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares; 2026Q3: 1,033 shares 1,033 $214K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 631 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $213K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,491 shares; 2025Q4: 2,491 shares; 2026Q1: 2,491 shares; 2026Q2: 2,491 shares; 2026Q3: 2,491 shares 2,491 $212K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 433 shares; 2026Q2: 433 shares; 2026Q3: 425 shares 425 $209K 0.02% -8 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,865 shares; 2025Q1: 3,865 shares; 2025Q2: 3,604 shares; 2025Q3: 3,604 shares; 2025Q4: 3,604 shares; 2026Q1: 3,604 shares; 2026Q2: 3,604 shares; 2026Q3: 3,604 shares 3,604 $207K 0.02% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,858 shares; 2025Q1: 1,791 shares; 2025Q2: 1,735 shares; 2025Q3: 1,827 shares; 2025Q4: 1,704 shares; 2026Q1: 1,612 shares; 2026Q2: 1,486 shares; 2026Q3: 1,486 shares 1,486 $204K 0.02% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares; 2026Q2: 573 shares; 2026Q3: 573 shares 573 $203K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 877 shares; 2025Q4: 880 shares; 2026Q1: 975 shares; 2026Q2: 975 shares; 2026Q3: 1,062 shares 1,062 $200K 0.02% +87 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 441 shares 441 $200K 0.02% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,435 shares; 2025Q1: 3,650 shares; 2025Q2: 2,435 shares; 2025Q3: 3,645 shares; 2025Q4: 3,588 shares; 2026Q1: not reported; 2026Q2: 3,108 shares; 2026Q3: 2,948 shares 2,948 $199K 0.02% -160 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; 2024Q4: 1,299 shares; 2025Q1: 1,306 shares; 2025Q2: 1,314 shares; 2025Q3: 1,321 shares; 2025Q4: 1,330 shares; 2026Q1: 1,337 shares; 2026Q2: 1,345 shares; 2026Q3: 1,352 shares 1,352 $198K 0.02% +7 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; 2024Q4: 1,320 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,192 shares; 2025Q4: 1,154 shares; 2026Q1: 1,090 shares; 2026Q2: 1,090 shares; 2026Q3: 1,095 shares 1,095 $192K 0.02% +5 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,170 shares; 2025Q1: 15,856 shares; 2025Q2: 15,161 shares; 2025Q3: 15,161 shares; 2025Q4: 15,161 shares; 2026Q1: 15,161 shares; 2026Q2: 15,161 shares; 2026Q3: 15,161 shares 15,161 $191K 0.02% 0 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; 2024Q4: 5,076 shares; 2025Q1: 5,076 shares; 2025Q2: 5,076 shares; 2025Q3: 5,286 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $190K 0.02% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,732 shares; 2026Q2: 3,732 shares; 2026Q3: 3,732 shares 3,732 $189K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,127 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,127 shares; 2025Q4: 1,127 shares; 2026Q1: 1,127 shares; 2026Q2: 1,127 shares; 2026Q3: 1,232 shares 1,232 $187K 0.02% +105 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 722 shares; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 672 shares; 2026Q2: 607 shares; 2026Q3: 607 shares 607 $187K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,281 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,450 shares; 2025Q4: 1,268 shares; 2026Q1: 1,268 shares; 2026Q2: 1,468 shares; 2026Q3: 1,431 shares 1,431 $185K 0.02% -37 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,710 shares; 2026Q1: 1,710 shares; 2026Q2: 1,710 shares; 2026Q3: 1,710 shares 1,710 $176K 0.02% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,059 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,141 shares; 2025Q4: 1,141 shares; 2026Q1: 1,141 shares; 2026Q2: 1,059 shares; 2026Q3: 1,059 shares 1,059 $174K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,200 shares; 2025Q2: 7,032 shares; 2025Q3: 5,460 shares; 2025Q4: 5,460 shares; 2026Q1: 5,460 shares; 2026Q2: 5,462 shares; 2026Q3: 5,460 shares 5,460 $171K 0.02% -2 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80,627 shares; 2025Q1: 94,432 shares; 2025Q2: 100,810 shares; 2025Q3: 91,103 shares; 2025Q4: 90,857 shares; 2026Q1: 87,904 shares; 2026Q2: 19,508 shares; 2026Q3: 11,437 shares 11,437 $168K 0.02% -8,071 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $167K 0.02% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,953 shares; 2025Q1: 2,638 shares; 2025Q2: 2,355 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares; 2026Q1: 2,839 shares; 2026Q2: 2,355 shares; 2026Q3: 2,355 shares 2,355 $163K 0.02% 0 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares; 2026Q1: 1,504 shares; 2026Q2: 1,504 shares; 2026Q3: 1,504 shares 1,504 $161K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $156K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,659 shares; 2025Q1: 3,659 shares; 2025Q2: 3,659 shares; 2025Q3: 3,769 shares; 2025Q4: 3,742 shares; 2026Q1: 3,659 shares; 2026Q2: 3,659 shares; 2026Q3: 1,534 shares 1,534 $155K 0.02% -2,125 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; 2024Q4: 2,229 shares; 2025Q1: 2,215 shares; 2025Q2: 2,215 shares; 2025Q3: 1,608 shares; 2025Q4: 1,595 shares; 2026Q1: 1,573 shares; 2026Q2: 1,573 shares; 2026Q3: 1,573 shares 1,573 $153K 0.02% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,497 shares; 2025Q1: 3,282 shares; 2025Q2: 3,038 shares; 2025Q3: 3,038 shares; 2025Q4: 3,038 shares; 2026Q1: 3,038 shares; 2026Q2: 3,038 shares; 2026Q3: 3,038 shares 3,038 $150K 0.02% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 392 shares; 2026Q2: 392 shares; 2026Q3: 338 shares 338 $149K 0.02% -54 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,027 shares; 2025Q1: 2,579 shares; 2025Q2: 2,107 shares; 2025Q3: 2,507 shares; 2025Q4: 2,507 shares; 2026Q1: 2,380 shares; 2026Q2: 2,380 shares; 2026Q3: 2,380 shares 2,380 $145K 0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 397 shares; 2025Q1: 3,597 shares; 2025Q2: 4,197 shares; 2025Q3: 1,697 shares; 2025Q4: 1,697 shares; 2026Q1: 1,697 shares; 2026Q2: 1,697 shares; 2026Q3: 1,697 shares 1,697 $145K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 427 shares; 2025Q1: 460 shares; 2025Q2: 459 shares; 2025Q3: 311 shares; 2025Q4: 1,485 shares; 2026Q1: 1,320 shares; 2026Q2: 960 shares; 2026Q3: 1,050 shares 1,050 $141K 0.01% +90 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,246 shares; 2025Q1: 2,136 shares; 2025Q2: 2,105 shares; 2025Q3: 2,195 shares; 2025Q4: 2,105 shares; 2026Q1: 2,023 shares; 2026Q2: 1,661 shares; 2026Q3: 1,626 shares 1,626 $138K 0.01% -35 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $137K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 607 shares; 2025Q3: 654 shares; 2025Q4: 615 shares; 2026Q1: 523 shares; 2026Q2: 523 shares; 2026Q3: 592 shares 592 $136K 0.01% +69 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137 shares; 2025Q1: 129 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 747 shares; 2026Q3: 687 shares 687 $134K 0.01% -60 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 882 shares; 2025Q1: 803 shares; 2025Q2: 795 shares; 2025Q3: 860 shares; 2025Q4: 876 shares; 2026Q1: 795 shares; 2026Q2: 734 shares; 2026Q3: 687 shares 687 $133K 0.01% -47 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares; 2026Q1: 1,074 shares; 2026Q2: 1,074 shares; 2026Q3: 1,074 shares 1,074 $129K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 918 shares; 2025Q1: 861 shares; 2025Q2: 862 shares; 2025Q3: 872 shares; 2025Q4: 863 shares; 2026Q1: 863 shares; 2026Q2: 837 shares; 2026Q3: 800 shares 800 $126K 0.01% -37 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 1,239 shares; 2025Q3: 1,648 shares; 2025Q4: 1,939 shares; 2026Q1: 2,126 shares; 2026Q2: 2,079 shares; 2026Q3: 1,786 shares 1,786 $125K 0.01% -293 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,281 shares; 2025Q1: 2,281 shares; 2025Q2: 2,281 shares; 2025Q3: 2,373 shares; 2025Q4: 2,424 shares; 2026Q1: 2,424 shares; 2026Q2: 2,461 shares; 2026Q3: 2,480 shares 2,480 $125K 0.01% +19 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,142 shares; 2025Q1: 3,142 shares; 2025Q2: 3,142 shares; 2025Q3: 3,142 shares; 2025Q4: 3,142 shares; 2026Q1: 3,142 shares; 2026Q2: 3,142 shares; 2026Q3: 3,142 shares 3,142 $123K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,498 shares; 2025Q1: 1,471 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 1,471 shares; 2026Q1: 1,443 shares; 2026Q2: 1,443 shares; 2026Q3: 1,443 shares 1,443 $123K 0.01% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares; 2026Q2: 902 shares; 2026Q3: 902 shares 902 $123K 0.01% 0 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; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares; 2026Q2: 1,157 shares; 2026Q3: 1,157 shares 1,157 $121K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,088 shares; 2025Q1: 2,088 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares; 2026Q2: 2,238 shares; 2026Q3: 2,238 shares 2,238 $120K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,031 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 989 shares; 2026Q1: 889 shares; 2026Q2: 889 shares; 2026Q3: 464 shares 464 $119K 0.01% -425 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares; 2026Q3: 525 shares 525 $119K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,572 shares; 2025Q1: 2,400 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares; 2026Q1: 2,147 shares; 2026Q2: 2,147 shares; 2026Q3: 2,147 shares 2,147 $118K 0.01% 0 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,233 shares; 2025Q1: 4,233 shares; 2025Q2: 4,233 shares; 2025Q3: 2,191 shares; 2025Q4: 2,191 shares; 2026Q1: 1,681 shares; 2026Q2: 1,681 shares; 2026Q3: 1,681 shares 1,681 $118K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares; 2026Q2: 1,810 shares; 2026Q3: 1,810 shares 1,810 $117K 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; 2024Q4: 2,372 shares; 2025Q1: 2,372 shares; 2025Q2: 2,395 shares; 2025Q3: 2,486 shares; 2025Q4: 2,513 shares; 2026Q1: 2,626 shares; 2026Q2: 2,796 shares; 2026Q3: 2,822 shares 2,822 $117K 0.01% +26 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares; 2026Q2: 908 shares; 2026Q3: 908 shares 908 $114K 0.01% 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; 2024Q4: 1,602 shares; 2025Q1: 2,202 shares; 2025Q2: 1,602 shares; 2025Q3: 909 shares; 2025Q4: 909 shares; 2026Q1: 788 shares; 2026Q2: 788 shares; 2026Q3: 788 shares 788 $114K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,502 shares; 2025Q1: 12,416 shares; 2025Q2: 8,502 shares; 2025Q3: 9,406 shares; 2025Q4: 8,741 shares; 2026Q1: 6,544 shares; 2026Q2: 5,944 shares; 2026Q3: 5,944 shares 5,944 $113K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 549 shares; 2025Q4: 537 shares; 2026Q1: 537 shares; 2026Q2: 537 shares; 2026Q3: 537 shares 537 $113K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,098 shares; 2025Q1: 7,310 shares; 2025Q2: 7,954 shares; 2025Q3: 7,868 shares; 2025Q4: 6,235 shares; 2026Q1: 6,199 shares; 2026Q2: 5,826 shares; 2026Q3: 5,149 shares 5,149 $112K 0.01% -677 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 364 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 614 shares; 2026Q1: 1,254 shares; 2026Q2: 1,254 shares; 2026Q3: 1,151 shares 1,151 $112K 0.01% -103 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,847 shares; 2025Q1: 1,847 shares; 2025Q2: 1,847 shares; 2025Q3: 1,774 shares; 2025Q4: 1,757 shares; 2026Q1: 1,690 shares; 2026Q2: 1,615 shares; 2026Q3: 1,615 shares 1,615 $110K 0.01% 0 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95,375 shares; 2025Q1: 101,750 shares; 2025Q2: 106,226 shares; 2025Q3: 95,301 shares; 2025Q4: 92,231 shares; 2026Q1: 20,918 shares; 2026Q2: 4,098 shares; 2026Q3: 3,237 shares 3,237 $108K 0.01% -861 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,233 shares; 2025Q2: 2,233 shares; 2025Q3: 2,233 shares; 2025Q4: 2,233 shares; 2026Q1: 2,233 shares; 2026Q2: 2,233 shares; 2026Q3: 2,233 shares 2,233 $107K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 526 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 808 shares; 2026Q3: 808 shares 808 $105K 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; 2024Q4: 1,565 shares; 2025Q1: 1,638 shares; 2025Q2: 1,666 shares; 2025Q3: 1,738 shares; 2025Q4: 1,777 shares; 2026Q1: 1,710 shares; 2026Q2: 1,112 shares; 2026Q3: 1,159 shares 1,159 $104K 0.01% +47 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,459 shares; 2025Q1: 1,459 shares; 2025Q2: 1,459 shares; 2025Q3: 1,592 shares; 2025Q4: 1,549 shares; 2026Q1: 1,459 shares; 2026Q2: 1,459 shares; 2026Q3: 1,459 shares 1,459 $103K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 985 shares; 2026Q2: 985 shares; 2026Q3: 985 shares 985 $101K 0.01% 0 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,834 shares; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 2,856 shares; 2025Q4: 2,856 shares; 2026Q1: 3,406 shares; 2026Q2: 2,856 shares; 2026Q3: 2,246 shares 2,246 $101K 0.01% -610 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,275 shares; 2025Q2: 6,143 shares; 2025Q3: 5,919 shares; 2025Q4: 8,552 shares; 2026Q1: 11,611 shares; 2026Q2: 11,320 shares; 2026Q3: 10,832 shares 10,832 $101K 0.01% -488 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,470 shares; 2026Q1: 797 shares; 2026Q2: 797 shares; 2026Q3: 797 shares 797 $100K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 936 shares; 2025Q1: 792 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 792 shares; 2026Q1: 604 shares; 2026Q2: 42 shares; 2026Q3: 248 shares 248 $99K 0.01% +206 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,289 shares; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,289 shares; 2026Q1: 1,289 shares; 2026Q2: 1,289 shares; 2026Q3: 1,289 shares 1,289 $99K 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; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 604 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 580 shares; 2026Q3: 1,160 shares 1,160 $98K 0.01% +580 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 453 shares; 2025Q1: 1,453 shares; 2025Q2: 1,453 shares; 2025Q3: 1,453 shares; 2025Q4: 1,453 shares; 2026Q1: 1,453 shares; 2026Q2: 1,453 shares; 2026Q3: 1,453 shares 1,453 $97K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: not reported; 2026Q2: 339 shares; 2026Q3: 339 shares 339 $96K 0.01% 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; 2024Q4: 1,537 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares; 2026Q1: 1,917 shares; 2026Q2: 1,917 shares; 2026Q3: 1,917 shares 1,917 $94K 0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,939 shares; 2025Q1: 6,886 shares; 2025Q2: 5,846 shares; 2025Q3: 4,919 shares; 2025Q4: 4,109 shares; 2026Q1: 3,858 shares; 2026Q2: 974 shares; 2026Q3: 974 shares 974 $93K 0.01% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,084 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares; 2026Q1: 1,912 shares; 2026Q2: 1,854 shares; 2026Q3: 1,874 shares 1,874 $91K 0.01% +20 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares; 2026Q3: 261 shares 261 $88K 0.01% -9 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 189 shares; 2025Q2: 295 shares; 2025Q3: 271 shares; 2025Q4: 2,605 shares; 2026Q1: 2,454 shares; 2026Q2: 1,454 shares; 2026Q3: 1,250 shares 1,250 $87K 0.01% -204 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 762 shares; 2026Q2: 762 shares; 2026Q3: 762 shares 762 $87K 0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,496 shares; 2026Q3: 791 shares 791 $87K 0.01% -705 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 500 shares; 2025Q4: 452 shares; 2026Q1: 452 shares; 2026Q2: 452 shares; 2026Q3: 452 shares 452 $86K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares; 2026Q2: 628 shares; 2026Q3: 628 shares 628 $86K 0.01% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,665 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares; 2026Q1: 2,119 shares; 2026Q2: 2,119 shares; 2026Q3: 2,119 shares 2,119 $86K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 1,076 shares; 2026Q2: 1,076 shares; 2026Q3: 1,076 shares 1,076 $84K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 519 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $84K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,308 shares; 2025Q1: 1,308 shares; 2025Q2: 1,018 shares; 2025Q3: 878 shares; 2025Q4: 878 shares; 2026Q1: 878 shares; 2026Q2: 809 shares; 2026Q3: 809 shares 809 $84K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 238 shares; 2026Q2: 238 shares; 2026Q3: 287 shares 287 $82K 0.01% +49 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares; 2026Q3: 413 shares 413 $81K 0.01% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,531 shares; 2025Q4: 1,531 shares; 2026Q1: 1,531 shares; 2026Q2: 1,531 shares; 2026Q3: 1,531 shares 1,531 $81K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 54 shares; 2026Q1: 45 shares; 2026Q2: 45 shares; 2026Q3: 304 shares 304 $80K 0.01% +259 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; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 224 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares; 2026Q3: 204 shares 204 $80K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 576 shares; 2025Q1: 1,407 shares; 2025Q2: 2,706 shares; 2025Q3: 1,699 shares; 2025Q4: 1,640 shares; 2026Q1: 1,640 shares; 2026Q2: 1,641 shares; 2026Q3: 1,640 shares 1,640 $79K 0.01% -1 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 808 shares 808 $79K 0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 809 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 783 shares; 2026Q2: 783 shares; 2026Q3: 783 shares 783 $78K 0.01% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares; 2026Q3: 3,600 shares 3,600 $76K 0.01% 0 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,764 shares; 2025Q1: 1,764 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,764 shares; 2026Q1: 1,764 shares; 2026Q2: 1,764 shares; 2026Q3: 1,764 shares 1,764 $76K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 623 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 605 shares; 2025Q4: 565 shares; 2026Q1: 565 shares; 2026Q2: 565 shares; 2026Q3: 565 shares 565 $73K 0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares; 2026Q3: 141 shares 141 $72K 0.01% +5 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 250 shares; 2026Q2: 912 shares; 2026Q3: 912 shares 912 $72K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,307 shares; 2025Q1: 5,307 shares; 2025Q2: 5,307 shares; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares; 2026Q2: 2,010 shares; 2026Q3: 2,010 shares 2,010 $72K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,767 shares; 2025Q1: 2,175 shares; 2025Q2: 2,175 shares; 2025Q3: 2,175 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares; 2026Q2: 2,175 shares; 2026Q3: 2,175 shares 2,175 $72K 0.01% 0 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 620 shares; 2026Q3: 620 shares 620 $72K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 303 shares; 2026Q2: 303 shares; 2026Q3: 303 shares 303 $69K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 499 shares; 2026Q2: 499 shares; 2026Q3: 499 shares 499 $68K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,556 shares; 2025Q1: 4,597 shares; 2025Q2: 3,436 shares; 2025Q3: 3,102 shares; 2025Q4: 1,756 shares; 2026Q1: 1,549 shares; 2026Q2: 515 shares; 2026Q3: 515 shares 515 $67K 0.01% 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; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 756 shares; 2025Q4: 769 shares; 2026Q1: 782 shares; 2026Q2: 782 shares; 2026Q3: 782 shares 782 $66K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 749 shares 749 $66K 0.01% new 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; 2024Q4: not reported; 2025Q1: 1,130 shares; 2025Q2: not reported; 2025Q3: 1,174 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares; 2026Q3: 1,130 shares 1,130 $65K 0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 1,918 shares; 2026Q2: 1,918 shares; 2026Q3: 1,918 shares 1,918 $64K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 410 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 410 shares; 2026Q2: 410 shares; 2026Q3: 410 shares 410 $64K 0.01% 0 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; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 474 shares; 2025Q4: 460 shares; 2026Q1: 390 shares; 2026Q2: 390 shares; 2026Q3: 390 shares 390 $62K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,121 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares; 2026Q3: 1,050 shares 1,050 $61K 0.01% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,326 shares; 2025Q1: 2,326 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: 2,424 shares; 2026Q1: 2,424 shares; 2026Q2: 2,513 shares; 2026Q3: 2,513 shares 2,513 $61K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,579 shares; 2025Q1: 1,655 shares; 2025Q2: 1,300 shares; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 818 shares; 2026Q2: 818 shares; 2026Q3: 383 shares 383 $60K 0.01% -435 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 1,298 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares; 2026Q1: 1,548 shares; 2026Q2: not reported; 2026Q3: 1,298 shares 1,298 $58K 0.01% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 711 shares; 2026Q2: 711 shares; 2026Q3: 711 shares 711 $58K 0.01% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,085 shares; 2025Q1: 2,086 shares; 2025Q2: 2,089 shares; 2025Q3: 1,135 shares; 2025Q4: 1,137 shares; 2026Q1: 1,138 shares; 2026Q2: 1,142 shares; 2026Q3: 907 shares 907 $57K 0.01% -235 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; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 367 shares; 2026Q2: 292 shares; 2026Q3: 355 shares 355 $54K 0.01% +63 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 7,720 shares; 2026Q2: 125 shares; 2026Q3: 151 shares 151 $54K 0.01% +26 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 997 shares; 2026Q1: 847 shares; 2026Q2: 847 shares; 2026Q3: 847 shares 847 $54K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares; 2026Q3: 475 shares 475 $53K 0.01% 0 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares; 2026Q3: 1,430 shares 1,430 $53K 0.01% 0 Timeline CAAS CHINA AUTOMOTIVE SYS INC More: the full row for CHINA AUTOMOTIVE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,100 shares 11,100 $53K 0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 254 shares 254 $52K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 150 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 107 shares; 2026Q3: 107 shares 107 $52K 0.01% 0 Timeline ASTE ASTEC INDS INC More: the full row for ASTEC INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,278 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares; 2026Q3: 1,300 shares 1,300 $52K 0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 397 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares; 2026Q2: 373 shares; 2026Q3: 373 shares 373 $51K 0.01% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,016 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 919 shares; 2025Q4: 919 shares; 2026Q1: 919 shares; 2026Q2: 912 shares; 2026Q3: 874 shares 874 $51K 0.01% -38 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares; 2026Q3: 475 shares 475 $50K 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; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 170 shares; 2025Q4: 145 shares; 2026Q1: 127 shares; 2026Q2: 127 shares; 2026Q3: 127 shares 127 $49K <0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 145 shares; 2025Q1: 236 shares; 2025Q2: 308 shares; 2025Q3: 236 shares; 2025Q4: 256 shares; 2026Q1: 236 shares; 2026Q2: 236 shares; 2026Q3: 236 shares 236 $49K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares; 2026Q3: 47 shares 47 $47K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,668 shares; 2025Q1: 1,279 shares; 2025Q2: 997 shares; 2025Q3: 935 shares; 2025Q4: 969 shares; 2026Q1: 787 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $46K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $46K <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; 2024Q4: 896 shares; 2025Q1: 801 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 618 shares; 2026Q2: 564 shares; 2026Q3: 564 shares 564 $44K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 500 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 653 shares; 2026Q2: 653 shares; 2026Q3: 500 shares 500 $43K <0.01% -153 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares; 2026Q2: 386 shares; 2026Q3: 386 shares 386 $43K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares; 2026Q2: 396 shares; 2026Q3: 396 shares 396 $43K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 251 shares; 2026Q3: 251 shares 251 $42K <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; 2024Q4: 324 shares; 2025Q1: 789 shares; 2025Q2: 324 shares; 2025Q3: 789 shares; 2025Q4: 789 shares; 2026Q1: 789 shares; 2026Q2: 619 shares; 2026Q3: 619 shares 619 $42K <0.01% 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; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,075 shares; 2026Q3: 262 shares 262 $42K <0.01% -813 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 485 shares; 2026Q3: 485 shares 485 $42K <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; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares; 2026Q2: 303 shares; 2026Q3: 303 shares 303 $41K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares; 2026Q3: 365 shares 365 $41K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 705 shares; 2025Q1: 827 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 537 shares; 2026Q1: 537 shares; 2026Q2: 537 shares; 2026Q3: 782 shares 782 $41K <0.01% +245 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 375 shares; 2025Q1: 355 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 250 shares; 2026Q1: 145 shares; 2026Q2: 145 shares; 2026Q3: 145 shares 145 $40K <0.01% 0 Timeline ALCO ALICO INC More: the full row for ALICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,035 shares; 2026Q2: 1,035 shares; 2026Q3: 1,035 shares 1,035 $40K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,753 shares; 2025Q1: 3,845 shares; 2025Q2: 2,464 shares; 2025Q3: 2,537 shares; 2025Q4: 2,183 shares; 2026Q1: 3,564 shares; 2026Q2: 2,540 shares; 2026Q3: 2,183 shares 2,183 $39K <0.01% -357 Timeline GILT GILAT SATELLITE NETWORKS LTD More: the full row for GILAT SATELLITE NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,584 shares; 2025Q1: 4,584 shares; 2025Q2: 3,904 shares; 2025Q3: 3,904 shares; 2025Q4: 3,904 shares; 2026Q1: 9,404 shares; 2026Q2: 3,904 shares; 2026Q3: 3,904 shares 3,904 $39K <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; 2024Q4: 1,923 shares; 2025Q1: 1,475 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 2,001 shares; 2026Q2: 1,161 shares; 2026Q3: 1,161 shares 1,161 $38K <0.01% 0 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 374 shares; 2026Q2: 374 shares; 2026Q3: 374 shares 374 $38K <0.01% 0 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 4,200 shares; 2026Q3: 4,200 shares 4,200 $37K <0.01% 0 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 534 shares; 2026Q3: 599 shares 599 $37K <0.01% +65 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares; 2026Q3: 92 shares 92 $36K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 312 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 732 shares; 2026Q1: 732 shares; 2026Q2: 732 shares; 2026Q3: 732 shares 732 $36K <0.01% 0 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; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $35K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares; 2026Q2: 454 shares; 2026Q3: 454 shares 454 $34K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 312 shares; 2026Q2: 312 shares; 2026Q3: 380 shares 380 $33K <0.01% +68 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 362 shares; 2026Q3: 362 shares 362 $33K <0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,904 shares; 2025Q1: 1,369 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 669 shares; 2026Q1: 669 shares; 2026Q2: 669 shares; 2026Q3: 669 shares 669 $33K <0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares; 2026Q3: 166 shares 166 $32K <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; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 656 shares; 2026Q3: 126 shares 126 $32K <0.01% -530 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 929 shares; 2026Q2: 929 shares; 2026Q3: 929 shares 929 $32K <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; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares; 2026Q3: 151 shares 151 $32K <0.01% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 452 shares; 2026Q1: 452 shares; 2026Q2: 452 shares; 2026Q3: 452 shares 452 $32K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $31K <0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $31K <0.01% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 613 shares; 2026Q1: 613 shares; 2026Q2: 613 shares; 2026Q3: 613 shares 613 $31K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 302 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 136 shares; 2025Q4: 272 shares; 2026Q1: 272 shares; 2026Q2: 272 shares; 2026Q3: 272 shares 272 $30K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 234 shares; 2026Q2: 234 shares; 2026Q3: 234 shares 234 $29K <0.01% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 629 shares; 2026Q2: 312 shares; 2026Q3: 312 shares 312 $29K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 280 shares; 2025Q3: 330 shares; 2025Q4: 323 shares; 2026Q1: 154 shares; 2026Q2: 154 shares; 2026Q3: 154 shares 154 $28K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 317 shares; 2025Q1: 228 shares; 2025Q2: 204 shares; 2025Q3: 167 shares; 2025Q4: 156 shares; 2026Q1: 112 shares; 2026Q2: 112 shares; 2026Q3: 117 shares 117 $28K <0.01% +5 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 214 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 163 shares; 2026Q3: 163 shares 163 $28K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares; 2026Q3: 340 shares 340 $28K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 213 shares; 2025Q3: 195 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares; 2026Q3: 160 shares 160 $28K <0.01% +55 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 510 shares; 2026Q3: 510 shares 510 $26K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $26K <0.01% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 158 shares; 2026Q3: 158 shares 158 $26K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 330 shares; 2026Q2: 180 shares; 2026Q3: 275 shares 275 $25K <0.01% +95 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 475 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 607 shares; 2025Q4: 552 shares; 2026Q1: 475 shares; 2026Q2: 475 shares; 2026Q3: 475 shares 475 $25K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 710 shares; 2025Q1: 852 shares; 2025Q2: 934 shares; 2025Q3: 727 shares; 2025Q4: 989 shares; 2026Q1: 663 shares; 2026Q2: 434 shares; 2026Q3: 390 shares 390 $25K <0.01% -44 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 87 shares; 2026Q2: 87 shares; 2026Q3: 87 shares 87 $24K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 115 shares 115 $24K <0.01% +40 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 329 shares; 2026Q2: 329 shares; 2026Q3: 329 shares 329 $24K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 122 shares; 2025Q4: 123 shares; 2026Q1: 48 shares; 2026Q2: 48 shares; 2026Q3: 48 shares 48 $23K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106 shares; 2025Q1: 83 shares; 2025Q2: 77 shares; 2025Q3: 95 shares; 2025Q4: 104 shares; 2026Q1: 77 shares; 2026Q2: 77 shares; 2026Q3: 77 shares 77 $23K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $23K <0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 820 shares; 2026Q3: 820 shares 820 $23K <0.01% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 150 shares 150 $23K <0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 102 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 59 shares; 2026Q3: 94 shares 94 $22K <0.01% +35 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares; 2026Q2: 353 shares; 2026Q3: 353 shares 353 $22K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 129 shares; 2026Q3: 129 shares 129 $22K <0.01% 0 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; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 266 shares; 2026Q3: 266 shares 266 $22K <0.01% 0 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 471 shares; 2025Q1: 471 shares; 2025Q2: 472 shares; 2025Q3: 494 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 458 shares; 2026Q3: 462 shares 462 $22K <0.01% +4 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 690 shares; 2026Q2: 251 shares; 2026Q3: 251 shares 251 $21K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 810 shares; 2026Q1: 446 shares; 2026Q2: 379 shares; 2026Q3: 373 shares 373 $21K <0.01% -6 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares; 2026Q2: 418 shares; 2026Q3: 418 shares 418 $21K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,227 shares; 2025Q1: 779 shares; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 779 shares; 2026Q1: 779 shares; 2026Q2: 779 shares; 2026Q3: 779 shares 779 $21K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,851 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 829 shares; 2025Q4: 644 shares; 2026Q1: 644 shares; 2026Q2: 644 shares; 2026Q3: 644 shares 644 $21K <0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 125 shares; 2026Q3: 125 shares 125 $20K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 184 shares; 2026Q3: 184 shares 184 $20K <0.01% 0 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; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 73 shares; 2026Q3: 73 shares 73 $20K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $20K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares; 2026Q3: 107 shares 107 $19K <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares; 2026Q3: 81 shares 81 $19K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 187 shares; 2026Q3: 187 shares 187 $18K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares; 2026Q3: 226 shares 226 $18K <0.01% 0 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; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $18K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares; 2026Q3: 432 shares 432 $18K <0.01% +216 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares; 2026Q3: 190 shares 190 $18K <0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $18K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 266 shares; 2025Q4: 75 shares; 2026Q1: 50 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $17K <0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares; 2026Q3: 96 shares 96 $17K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: 140 shares; 2026Q1: 214 shares; 2026Q2: 114 shares; 2026Q3: 114 shares 114 $17K <0.01% 0 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 327 shares; 2026Q1: 329 shares; 2026Q2: 329 shares; 2026Q3: 329 shares 329 $17K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 13 shares; 2026Q3: 17 shares 17 $17K <0.01% +4 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 297 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares; 2026Q3: 168 shares 168 $16K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares; 2026Q3: 49 shares 49 $16K <0.01% +5 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 339 shares; 2026Q2: 339 shares; 2026Q3: 339 shares 339 $16K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 408 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 356 shares; 2026Q3: 356 shares 356 $16K <0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15 $16K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,883 shares; 2025Q1: 3,483 shares; 2025Q2: 4,283 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 800 shares; 2026Q2: 800 shares; 2026Q3: 800 shares 800 $16K <0.01% 0 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $16K <0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares; 2026Q3: 105 shares 105 $15K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 370 shares; 2025Q4: 308 shares; 2026Q1: 308 shares; 2026Q2: 308 shares; 2026Q3: 308 shares 308 $15K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 180 shares 180 $15K <0.01% new Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares; 2026Q3: 29 shares 29 $15K <0.01% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares; 2026Q3: 135 shares 135 $15K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: not reported; 2026Q3: 48 shares 48 $14K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 299 shares 299 $14K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares; 2026Q3: 119 shares 119 $13K <0.01% 0 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; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares; 2026Q2: 640 shares; 2026Q3: 640 shares 640 $13K <0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares; 2026Q3: 1,300 shares 1,300 $13K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 66 shares 66 $12K <0.01% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $12K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares; 2026Q3: 86 shares 86 $12K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $12K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $12K <0.01% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 439 shares; 2025Q2: not reported; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares; 2026Q2: 237 shares; 2026Q3: 237 shares 237 $12K <0.01% 0 Timeline UNB UNION BANKSHARES INC More: the full row for UNION BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $12K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 746 shares; 2025Q1: 521 shares; 2025Q2: 379 shares; 2025Q3: 422 shares; 2025Q4: 304 shares; 2026Q1: 304 shares; 2026Q2: 304 shares; 2026Q3: 304 shares 304 $11K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $11K <0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48 shares; 2026Q3: 48 shares 48 $11K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 46 shares 46 $11K <0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,373 shares; 2025Q1: 1,461 shares; 2025Q2: 954 shares; 2025Q3: 682 shares; 2025Q4: 547 shares; 2026Q1: 444 shares; 2026Q2: 444 shares; 2026Q3: 444 shares 444 $11K <0.01% 0 Timeline PWRL POWERLAW CORP More: the full row for POWERLAW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,000 shares 1,000 $11K <0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 201 shares; 2026Q2: 49 shares; 2026Q3: 49 shares 49 $10K <0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 857 shares; 2025Q1: 689 shares; 2025Q2: 693 shares; 2025Q3: 696 shares; 2025Q4: 699 shares; 2026Q1: 115 shares; 2026Q2: 115 shares; 2026Q3: 95 shares 95 $10K <0.01% -20 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $10K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30 shares 30 $10K <0.01% new Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares; 2026Q3: 31 shares 31 $10K <0.01% 0 HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 710 shares; 2025Q2: 2,372 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,042 shares; 2026Q3: 1,040 shares 1,040 $9K <0.01% -2 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; 2024Q4: 242 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares; 2026Q3: 47 shares 47 $9K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 104 shares; 2025Q3: not reported; 2025Q4: 147 shares; 2026Q1: 438 shares; 2026Q2: 292 shares; 2026Q3: 291 shares 291 $9K <0.01% -1 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 70 shares 70 $9K <0.01% +20 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 149 shares; 2026Q3: 149 shares 149 $9K <0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 930 shares; 2026Q2: 930 shares; 2026Q3: 930 shares 930 $9K <0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares; 2026Q3: 49 shares 49 $8K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $8K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 75 shares 75 $8K <0.01% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares; 2026Q3: 138 shares 138 $7K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 367 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15 $7K <0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares; 2026Q3: 105 shares 105 $7K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 71 shares; 2026Q2: 71 shares; 2026Q3: 80 shares 80 $7K <0.01% +9 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 38 shares 38 $7K <0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 1,578 shares; 2025Q3: 869 shares; 2025Q4: 838 shares; 2026Q1: 838 shares; 2026Q2: 840 shares; 2026Q3: 21 shares 21 $6K <0.01% -819 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $6K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 247 shares; 2026Q2: 205 shares; 2026Q3: 193 shares 193 $6K <0.01% -12 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares; 2026Q2: 133 shares; 2026Q3: 133 shares 133 $6K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20 shares 20 $6K <0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14 shares 14 $6K <0.01% new Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares; 2026Q3: 140 shares 140 $6K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $5K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15 shares 15 $4K <0.01% new 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; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 77 shares; 2026Q3: 77 shares 77 $4K <0.01% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares; 2026Q3: 116 shares 116 $3K <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,088 shares; 2026Q1: 1,658 shares; 2026Q2: 156 shares; 2026Q3: 156 shares 156 $3K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6 shares 6 $3K <0.01% new Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares; 2026Q3: 185 shares 185 $3K <0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15 shares 15 $3K <0.01% new Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69 shares; 2026Q2: 69 shares; 2026Q3: 69 shares 69 $3K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 65 shares 65 $3K <0.01% new Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,798 shares; 2025Q1: 5,698 shares; 2025Q2: 5,698 shares; 2025Q3: 5,188 shares; 2025Q4: 3,960 shares; 2026Q1: 3,610 shares; 2026Q2: 1,720 shares; 2026Q3: 500 shares 500 $3K <0.01% -1,220 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $3K <0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10 shares 10 $2K <0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares; 2026Q3: 76 shares 76 $2K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares; 2026Q3: 54 shares 54 $2K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94 shares; 2026Q2: 96 shares; 2026Q3: 94 shares 94 $2K <0.01% -2 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 194 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 429 shares; 2026Q2: 169 shares; 2026Q3: 168 shares 168 $2K <0.01% -1 Timeline MBGL MOBILITY GLOBAL INC More: the full row for MOBILITY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 102 shares 102 $2K <0.01% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,523 shares; 2025Q1: 5,373 shares; 2025Q2: 5,373 shares; 2025Q3: 2,855 shares; 2025Q4: 336 shares; 2026Q1: 555 shares; 2026Q2: 336 shares; 2026Q3: 33 shares 33 $1K <0.01% -303 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3 shares 3 $1K <0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 20 shares 20 $1K <0.01% new Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $1K <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline