SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,511 shares; 2024Q4: 190,424 shares; 2025Q1: 199,485 shares; 2025Q2: 201,395 shares; 2025Q3: 207,251 shares; 2025Q4: 207,357 shares; 2026Q1: 184,888 shares; 2026Q2: 184,133 shares 184,133 $21.9M 8.4% -755 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; 2024Q3: 277,445 shares; 2024Q4: 270,251 shares; 2025Q1: 316,957 shares; 2025Q2: 325,567 shares; 2025Q3: 345,682 shares; 2025Q4: 353,399 shares; 2026Q1: 319,526 shares; 2026Q2: 332,489 shares 332,489 $20.2M 7.75% +12,963 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,510 shares; 2024Q4: 278,625 shares; 2025Q1: 495,626 shares; 2025Q2: 487,335 shares; 2025Q3: 514,153 shares; 2025Q4: 549,960 shares; 2026Q1: 634,547 shares; 2026Q2: 661,777 shares 661,777 $19.9M 7.62% +27,230 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,391 shares; 2024Q4: 310,056 shares; 2025Q1: 431,142 shares; 2025Q2: 472,086 shares; 2025Q3: 501,838 shares; 2025Q4: 498,477 shares; 2026Q1: 401,484 shares; 2026Q2: 405,444 shares 405,444 $14.9M 5.73% +3,960 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; 2024Q3: 314,927 shares; 2024Q4: 317,871 shares; 2025Q1: 275,994 shares; 2025Q2: 268,733 shares; 2025Q3: 277,011 shares; 2025Q4: 274,991 shares; 2026Q1: 279,765 shares; 2026Q2: 282,447 shares 282,447 $14.2M 5.46% +2,682 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,703 shares; 2024Q4: 23,981 shares; 2025Q1: 24,983 shares; 2025Q2: 24,695 shares; 2025Q3: 25,625 shares; 2025Q4: 58,318 shares; 2026Q1: 61,800 shares; 2026Q2: 71,384 shares 71,384 $13.6M 5.22% +9,584 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,009 shares; 2024Q4: 346,207 shares; 2025Q1: 363,209 shares; 2025Q2: 360,976 shares; 2025Q3: 365,020 shares; 2025Q4: 389,582 shares; 2026Q1: 491,188 shares; 2026Q2: 509,747 shares 509,747 $11.9M 4.58% +18,559 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,859 shares; 2024Q4: 293,200 shares; 2025Q1: 186,941 shares; 2025Q2: 185,320 shares; 2025Q3: 181,881 shares; 2025Q4: 183,941 shares; 2026Q1: 181,415 shares; 2026Q2: 184,579 shares 184,579 $10.7M 4.12% +3,164 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 192,818 shares; 2025Q2: 194,572 shares; 2025Q3: 207,141 shares; 2025Q4: 221,016 shares; 2026Q1: 275,617 shares; 2026Q2: 258,638 shares 258,638 $10.4M 4% -16,979 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,678 shares; 2024Q4: 262,724 shares; 2025Q1: 252,123 shares; 2025Q2: 242,681 shares; 2025Q3: 259,393 shares; 2025Q4: 262,982 shares; 2026Q1: 272,656 shares; 2026Q2: 280,926 shares 280,926 $10.1M 3.89% +8,270 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,064 shares; 2024Q4: 49,387 shares; 2025Q1: 41,690 shares; 2025Q2: 24,760 shares; 2025Q3: 26,018 shares; 2025Q4: 62,313 shares; 2026Q1: 93,416 shares; 2026Q2: 108,105 shares 108,105 $5.8M 2.22% +14,689 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,037 shares; 2024Q4: 73,534 shares; 2025Q1: 76,838 shares; 2025Q2: 75,647 shares; 2025Q3: 78,239 shares; 2025Q4: 78,552 shares; 2026Q1: 102,720 shares; 2026Q2: 108,281 shares 108,281 $5.61M 2.15% +5,561 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,709 shares; 2024Q4: 40,704 shares; 2025Q1: 42,012 shares; 2025Q2: 41,444 shares; 2025Q3: 41,739 shares; 2025Q4: 41,750 shares; 2026Q1: 41,393 shares; 2026Q2: 42,123 shares 42,123 $5.13M 1.97% +730 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,605 shares; 2024Q4: 124,757 shares; 2025Q1: 129,630 shares; 2025Q2: 129,105 shares; 2025Q3: 129,934 shares; 2025Q4: 134,740 shares; 2026Q1: 179,494 shares; 2026Q2: 188,009 shares 188,009 $4.98M 1.91% +8,515 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 208,006 shares; 2025Q2: 200,764 shares; 2025Q3: 205,354 shares; 2025Q4: 213,188 shares; 2026Q1: 210,420 shares; 2026Q2: 210,457 shares 210,457 $4.7M 1.8% +37 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,467 shares; 2024Q4: 47,913 shares; 2025Q1: 50,941 shares; 2025Q2: 50,793 shares; 2025Q3: 52,924 shares; 2025Q4: 56,005 shares; 2026Q1: 57,538 shares; 2026Q2: 60,882 shares 60,882 $4.58M 1.76% +3,344 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,282 shares; 2024Q4: 29,706 shares; 2025Q1: 25,390 shares; 2025Q2: 24,490 shares; 2025Q3: 24,758 shares; 2025Q4: 24,483 shares; 2026Q1: 24,741 shares; 2026Q2: 25,712 shares 25,712 $3.97M 1.52% +971 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,697 shares; 2024Q4: 106,174 shares; 2025Q1: 116,901 shares; 2025Q2: 115,450 shares; 2025Q3: 119,682 shares; 2025Q4: 121,363 shares; 2026Q1: 124,777 shares; 2026Q2: 129,647 shares 129,647 $3.4M 1.3% +4,870 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,531 shares; 2024Q4: 56,256 shares; 2025Q1: 68,478 shares; 2025Q2: 68,159 shares; 2025Q3: 71,445 shares; 2025Q4: 75,747 shares; 2026Q1: 73,934 shares; 2026Q2: 77,221 shares 77,221 $3.4M 1.3% +3,287 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,394 shares; 2024Q4: 17,169 shares; 2025Q1: 15,283 shares; 2025Q2: 20,070 shares; 2025Q3: 25,953 shares; 2025Q4: 22,617 shares; 2026Q1: 18,257 shares; 2026Q2: 18,056 shares 18,056 $3.34M 1.28% -201 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,044 shares; 2024Q4: 42,379 shares; 2025Q1: 44,257 shares; 2025Q2: 43,671 shares; 2025Q3: 45,314 shares; 2025Q4: 46,957 shares; 2026Q1: 47,679 shares; 2026Q2: 49,589 shares 49,589 $3.33M 1.28% +1,910 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,506 shares; 2024Q4: 19,208 shares; 2025Q1: 19,436 shares; 2025Q2: 19,223 shares; 2025Q3: 16,999 shares; 2025Q4: 18,692 shares; 2026Q1: 19,445 shares; 2026Q2: 20,971 shares 20,971 $3.33M 1.28% +1,526 Timeline SPDR GOLD MINISHARES TRUST SPDR GOLD MINISHARES TRUST More: the full row for SPDR GOLD MINISHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,808 shares 35,808 $2.84M 1.09% new MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,622 shares; 2025Q2: 33,204 shares; 2025Q3: 34,742 shares; 2025Q4: 35,131 shares; 2026Q1: 36,848 shares; 2026Q2: 38,101 shares 38,101 $2.81M 1.08% +1,253 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,688 shares; 2024Q4: 17,872 shares; 2025Q1: 18,500 shares; 2025Q2: 18,488 shares; 2025Q3: 20,392 shares; 2025Q4: 17,403 shares; 2026Q1: 24,607 shares; 2026Q2: 32,824 shares 32,824 $2.73M 1.05% +8,217 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,189 shares; 2025Q2: 127,468 shares; 2025Q3: 132,143 shares; 2025Q4: 136,533 shares; 2026Q1: 138,244 shares; 2026Q2: 146,514 shares 146,514 $2.62M 1% +8,270 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,180 shares; 2024Q4: 8,546 shares; 2025Q1: 9,215 shares; 2025Q2: 8,813 shares; 2025Q3: 6,279 shares; 2025Q4: 18,845 shares; 2026Q1: 20,335 shares; 2026Q2: 22,279 shares 22,279 $2.61M 1% +1,944 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,900 shares; 2024Q4: 21,667 shares; 2025Q1: 21,652 shares; 2025Q2: 15,105 shares; 2025Q3: 20,434 shares; 2025Q4: 23,303 shares; 2026Q1: 17,220 shares; 2026Q2: 18,157 shares 18,157 $1.95M 0.75% +937 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,497 shares; 2025Q2: 64,448 shares; 2025Q3: 70,028 shares; 2025Q4: 88,469 shares; 2026Q1: 99,748 shares; 2026Q2: 73,699 shares 73,699 $1.84M 0.71% -26,049 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,595 shares; 2024Q4: 3,602 shares; 2025Q1: 3,364 shares; 2025Q2: 3,422 shares; 2025Q3: 3,793 shares; 2025Q4: 4,097 shares; 2026Q1: 5,050 shares; 2026Q2: 6,321 shares 6,321 $1.83M 0.7% +1,271 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,481 shares; 2024Q4: 77,343 shares; 2025Q1: 76,298 shares; 2025Q2: 75,452 shares; 2025Q3: 76,302 shares; 2025Q4: 87,341 shares; 2026Q1: 75,124 shares; 2026Q2: 55,852 shares 55,852 $1.72M 0.66% -19,272 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 921 shares; 2025Q4: 929 shares; 2026Q1: 988 shares; 2026Q2: 1,359 shares 1,359 $1.63M 0.63% +371 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 164 shares; 2025Q1: 208 shares; 2025Q2: 388 shares; 2025Q3: 2,238 shares; 2025Q4: 2,194 shares; 2026Q1: 3,722 shares; 2026Q2: 4,360 shares 4,360 $1.63M 0.62% +638 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,650 shares; 2024Q4: 24,054 shares; 2025Q1: 18,002 shares; 2025Q2: 18,336 shares; 2025Q3: 19,185 shares; 2025Q4: 21,082 shares; 2026Q1: 27,622 shares; 2026Q2: 19,473 shares 19,473 $1.61M 0.62% -8,149 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,465 shares; 2024Q4: 2,718 shares; 2025Q1: 2,702 shares; 2025Q2: 3,352 shares; 2025Q3: 3,660 shares; 2025Q4: 3,999 shares; 2026Q1: 5,306 shares; 2026Q2: 6,565 shares 6,565 $1.31M 0.5% +1,259 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,789 shares; 2024Q4: 10,075 shares; 2025Q1: 10,446 shares; 2025Q2: 13,963 shares; 2025Q3: 9,465 shares; 2025Q4: 21,669 shares; 2026Q1: 23,066 shares; 2026Q2: 24,421 shares 24,421 $1.24M 0.48% +1,355 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,757 shares; 2024Q4: 8,057 shares; 2025Q1: 7,973 shares; 2025Q2: 7,973 shares; 2025Q3: 9,260 shares; 2025Q4: 8,690 shares; 2026Q1: 8,691 shares; 2026Q2: 8,934 shares 8,934 $1.13M 0.43% +243 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,672 shares; 2024Q4: 38,195 shares; 2025Q1: 36,189 shares; 2025Q2: 30,071 shares; 2025Q3: 31,968 shares; 2025Q4: 29,527 shares; 2026Q1: 26,134 shares; 2026Q2: 19,064 shares 19,064 $964K 0.37% -7,070 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,255 shares; 2024Q4: 2,255 shares; 2025Q1: 2,252 shares; 2025Q2: 2,254 shares; 2025Q3: 2,581 shares; 2025Q4: 2,542 shares; 2026Q1: 2,552 shares; 2026Q2: 2,567 shares 2,567 $905K 0.35% +15 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,805 shares; 2024Q4: 10,477 shares; 2025Q1: 11,562 shares; 2025Q2: 13,857 shares; 2025Q3: 9,269 shares; 2025Q4: 9,840 shares; 2026Q1: 15,900 shares; 2026Q2: 17,152 shares 17,152 $862K 0.33% +1,252 Timeline PowerShares QQQ Trust Unit … PowerShares QQQ Trust Unit Ser More: the full row for PowerShares QQQ Trust Unit Ser Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 25 shares; 2025Q1: 19 shares; 2025Q2: 176 shares; 2025Q3: 379 shares; 2025Q4: 974 shares; 2026Q1: 971 shares; 2026Q2: 1,149 shares 1,149 $846K 0.32% +178 CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 11 shares; 2025Q4: 14 shares; 2026Q1: 28 shares; 2026Q2: 786 shares 786 $837K 0.32% +758 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,081 shares; 2024Q4: 9,671 shares; 2025Q1: 9,652 shares; 2025Q2: 9,431 shares; 2025Q3: 10,029 shares; 2025Q4: 21,967 shares; 2026Q1: 31,888 shares; 2026Q2: 17,768 shares 17,768 $806K 0.31% -14,120 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,857 shares; 2024Q4: 5,546 shares; 2025Q1: 8,705 shares; 2025Q2: 8,533 shares; 2025Q3: 12,087 shares; 2025Q4: 23,156 shares; 2026Q1: 14,084 shares; 2026Q2: 14,987 shares 14,987 $796K 0.31% +903 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,975 shares; 2024Q4: 27,231 shares; 2025Q1: 41,252 shares; 2025Q2: 42,506 shares; 2025Q3: 47,021 shares; 2025Q4: 50,629 shares; 2026Q1: 41,482 shares; 2026Q2: 29,784 shares 29,784 $734K 0.28% -11,698 Timeline BROADCOM LTD BROADCOM LTD More: the full row for BROADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 516 shares; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 778 shares; 2025Q4: 815 shares; 2026Q1: 1,115 shares; 2026Q2: 1,687 shares 1,687 $637K 0.24% +572 CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 813 shares; 2025Q4: 813 shares; 2026Q1: 813 shares; 2026Q2: 817 shares 817 $619K 0.24% +4 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 969 shares; 2024Q4: 974 shares; 2025Q1: 693 shares; 2025Q2: 602 shares; 2025Q3: 999 shares; 2025Q4: 1,167 shares; 2026Q1: 2,082 shares; 2026Q2: 2,994 shares 2,994 $592K 0.23% +912 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,923 shares; 2024Q4: 2,912 shares; 2025Q1: 1,604 shares; 2025Q2: 1,783 shares; 2025Q3: 1,978 shares; 2025Q4: 2,211 shares; 2026Q1: 2,193 shares; 2026Q2: 2,347 shares 2,347 $559K 0.21% +154 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484 shares; 2024Q4: 212 shares; 2025Q1: 203 shares; 2025Q2: 210 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 266 shares; 2026Q2: 1,687 shares 1,687 $552K 0.21% +1,421 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 510 shares; 2025Q2: 514 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 773 shares; 2026Q2: 1,295 shares 1,295 $538K 0.21% +522 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 997 shares; 2025Q1: 997 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 975 shares; 2026Q1: 975 shares; 2026Q2: 5,931 shares 5,931 $511K 0.2% +4,956 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 15 shares; 2025Q3: 502 shares; 2025Q4: 508 shares; 2026Q1: 835 shares; 2026Q2: 1,323 shares 1,323 $494K 0.19% +488 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,822 shares; 2024Q4: 2,822 shares; 2025Q1: 2,815 shares; 2025Q2: 2,815 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $494K 0.19% 0 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,759 shares; 2024Q4: 44,492 shares; 2025Q1: 39,870 shares; 2025Q2: 42,195 shares; 2025Q3: 29,367 shares; 2025Q4: 31,219 shares; 2026Q1: 32,955 shares; 2026Q2: 24,206 shares 24,206 $477K 0.18% -8,749 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 307 shares; 2025Q2: 269 shares; 2025Q3: 447 shares; 2025Q4: 521 shares; 2026Q1: 1,060 shares; 2026Q2: 1,521 shares 1,521 $466K 0.18% +461 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 27 shares; 2025Q3: 82 shares; 2025Q4: 77 shares; 2026Q1: 138 shares; 2026Q2: 1,651 shares 1,651 $419K 0.16% +1,513 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,937 shares 2,937 $404K 0.15% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,651 shares; 2024Q4: 1,651 shares; 2025Q1: 1,631 shares; 2025Q2: 1,656 shares; 2025Q3: 1,656 shares; 2025Q4: 1,593 shares; 2026Q1: 1,599 shares; 2026Q2: 1,781 shares 1,781 $393K 0.15% +182 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 355 shares; 2025Q4: 277 shares; 2026Q1: 617 shares; 2026Q2: 1,087 shares 1,087 $388K 0.15% +470 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193 shares; 2024Q4: 418 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 440 shares; 2025Q4: 491 shares; 2026Q1: 761 shares; 2026Q2: 1,067 shares 1,067 $377K 0.14% +306 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 185 shares; 2025Q4: 209 shares; 2026Q1: 389 shares; 2026Q2: 669 shares 669 $377K 0.14% +280 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 495 shares; 2026Q1: 497 shares; 2026Q2: 1,169 shares 1,169 $368K 0.14% +672 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 2,341 shares; 2025Q4: 2,341 shares; 2026Q1: 2,341 shares; 2026Q2: 2,601 shares 2,601 $363K 0.14% +260 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386 shares; 2024Q4: 386 shares; 2025Q1: 369 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 374 shares; 2026Q1: 374 shares; 2026Q2: 2,992 shares 2,992 $358K 0.14% +2,618 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 180 shares; 2026Q2: 296 shares 296 $348K 0.13% +116 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,527 shares 1,527 $347K 0.13% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 29 shares; 2025Q4: 210 shares; 2026Q1: 1,850 shares; 2026Q2: 4,825 shares 4,825 $345K 0.13% +2,975 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 449 shares; 2024Q4: 449 shares; 2025Q1: 211 shares; 2025Q2: 184 shares; 2025Q3: 303 shares; 2025Q4: 359 shares; 2026Q1: 938 shares; 2026Q2: 1,333 shares 1,333 $324K 0.12% +395 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 132 shares; 2025Q4: 168 shares; 2026Q1: 518 shares; 2026Q2: 752 shares 752 $316K 0.12% +234 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 414 shares 414 $299K 0.11% +14 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 173 shares; 2025Q2: 149 shares; 2025Q3: 244 shares; 2025Q4: 288 shares; 2026Q1: 569 shares; 2026Q2: 807 shares 807 $295K 0.11% +238 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 713 shares; 2026Q1: 657 shares; 2026Q2: 657 shares 657 $283K 0.11% 0 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,337 shares; 2024Q4: 5,149 shares; 2025Q1: 9,119 shares; 2025Q2: 8,988 shares; 2025Q3: 8,730 shares; 2025Q4: 11,425 shares; 2026Q1: 11,425 shares; 2026Q2: 11,425 shares 11,425 $262K 0.1% 0 Timeline AON PLC AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 771 shares; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares; 2026Q1: 771 shares; 2026Q2: 783 shares 783 $260K 0.1% +12 T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,667 shares; 2024Q4: 11,667 shares; 2025Q1: 8,168 shares; 2025Q2: 8,168 shares; 2025Q3: 10,119 shares; 2025Q4: 10,244 shares; 2026Q1: 10,312 shares; 2026Q2: 12,427 shares 12,427 $257K 0.1% +2,115 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 388 shares; 2025Q4: 395 shares; 2026Q1: 643 shares; 2026Q2: 872 shares 872 $245K 0.09% +229 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 1,157 shares; 2025Q4: 1,178 shares; 2026Q1: 1,187 shares; 2026Q2: 1,187 shares 1,187 $238K 0.09% 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; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 634 shares; 2026Q1: 666 shares; 2026Q2: 4,175 shares 4,175 $208K 0.08% +3,509 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,774 shares; 2024Q4: 2,934 shares; 2025Q1: 2,933 shares; 2025Q2: 3,906 shares; 2025Q3: 4,650 shares; 2025Q4: 5,922 shares; 2026Q1: 5,830 shares; 2026Q2: 4,608 shares 4,608 $187K 0.07% -1,222 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,554 shares; 2024Q4: 1,554 shares; 2025Q1: 1,554 shares; 2025Q2: 1,554 shares; 2025Q3: 1,554 shares; 2025Q4: 1,554 shares; 2026Q1: 1,554 shares; 2026Q2: 1,554 shares 1,554 $183K 0.07% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,744 shares 3,744 $178K 0.07% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 11 shares; 2025Q2: 24 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 840 shares; 2026Q2: 987 shares 987 $164K 0.06% +147 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,092 shares 2,092 $160K 0.06% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,917 shares; 2026Q1: 1,917 shares; 2026Q2: 1,917 shares 1,917 $148K 0.06% 0 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,036 shares; 2024Q4: 4,093 shares; 2025Q1: 4,262 shares; 2025Q2: 7,009 shares; 2025Q3: 4,089 shares; 2025Q4: 4,361 shares; 2026Q1: 4,197 shares; 2026Q2: 5,394 shares 5,394 $145K 0.06% +1,197 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 174 shares; 2025Q2: 187 shares; 2025Q3: 196 shares; 2025Q4: 94 shares; 2026Q1: 177 shares; 2026Q2: 977 shares 977 $143K 0.05% +800 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,118 shares 1,118 $139K 0.05% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 64 shares; 2025Q1: 69 shares; 2025Q2: 74 shares; 2025Q3: 138 shares; 2025Q4: 143 shares; 2026Q1: 230 shares; 2026Q2: 275 shares 275 $137K 0.05% +45 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 708 shares 708 $134K 0.05% +701 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 138 shares; 2025Q2: 279 shares; 2025Q3: 238 shares; 2025Q4: 236 shares; 2026Q1: 291 shares; 2026Q2: 382 shares 382 $131K 0.05% +91 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,571 shares; 2024Q4: 1,882 shares; 2025Q1: 1,882 shares; 2025Q2: 1,882 shares; 2025Q3: 3,670 shares; 2025Q4: 1,953 shares; 2026Q1: 1,953 shares; 2026Q2: 2,403 shares 2,403 $130K 0.05% +450 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 288 shares; 2025Q1: 299 shares; 2025Q2: 310 shares; 2025Q3: 333 shares; 2025Q4: 390 shares; 2026Q1: 745 shares; 2026Q2: 1,138 shares 1,138 $129K 0.05% +393 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,350 shares 6,350 $125K 0.05% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 7 shares; 2025Q2: 13 shares; 2025Q3: 144 shares; 2025Q4: 182 shares; 2026Q1: 433 shares; 2026Q2: 689 shares 689 $125K 0.05% +256 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,386 shares; 2026Q2: 2,386 shares 2,386 $123K 0.05% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 125 shares; 2025Q3: 1,188 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares; 2026Q2: 1,188 shares 1,188 $114K 0.04% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 548 shares 548 $113K 0.04% -67 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 554 shares; 2025Q4: 554 shares; 2026Q1: 554 shares; 2026Q2: 686 shares 686 $111K 0.04% +132 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,879 shares; 2025Q1: 1,682 shares; 2025Q2: 1,535 shares; 2025Q3: 1,269 shares; 2025Q4: 4,880 shares; 2026Q1: 4,880 shares; 2026Q2: 4,880 shares 4,880 $109K 0.04% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 56 shares; 2025Q4: 85 shares; 2026Q1: 149 shares; 2026Q2: 420 shares 420 $106K 0.04% +271 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,899 shares; 2024Q4: 4,899 shares; 2025Q1: 3,428 shares; 2025Q2: 3,428 shares; 2025Q3: 3,428 shares; 2025Q4: 3,428 shares; 2026Q1: 3,428 shares; 2026Q2: 4,021 shares 4,021 $98.7K 0.04% +593 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 47 shares; 2025Q3: 111 shares; 2025Q4: 105 shares; 2026Q1: 264 shares; 2026Q2: 175 shares 175 $89.9K 0.03% -89 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 685 shares 685 $88K 0.03% +435 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,864 shares; 2024Q4: 5,473 shares; 2025Q1: 5,542 shares; 2025Q2: 4,596 shares; 2025Q3: 2,992 shares; 2025Q4: 3,283 shares; 2026Q1: 2,385 shares; 2026Q2: 1,807 shares 1,807 $87.9K 0.03% -578 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,765 shares; 2024Q4: 2,948 shares; 2025Q1: 2,961 shares; 2025Q2: 2,188 shares; 2025Q3: 2,108 shares; 2025Q4: 2,363 shares; 2026Q1: 2,265 shares; 2026Q2: 1,726 shares 1,726 $87.3K 0.03% -539 Timeline STNC HENNESSY FDS TR More: the full row for HENNESSY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,248 shares; 2024Q4: 2,248 shares; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,248 shares; 2025Q4: 2,248 shares; 2026Q1: 2,248 shares; 2026Q2: 2,248 shares 2,248 $86.6K 0.03% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 134 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 198 shares; 2026Q2: 112 shares 112 $83.6K 0.03% -86 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 320 shares; 2025Q4: 309 shares; 2026Q1: 416 shares; 2026Q2: 522 shares 522 $81.8K 0.03% +106 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583 shares; 2024Q4: 2,638 shares; 2025Q1: 2,638 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 2,332 shares; 2026Q1: 2,332 shares; 2026Q2: 2,332 shares 2,332 $78.9K 0.03% 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; 2024Q3: 748 shares; 2024Q4: 2,244 shares; 2025Q1: 2,244 shares; 2025Q2: 2,244 shares; 2025Q3: 2,244 shares; 2025Q4: 2,244 shares; 2026Q1: 2,244 shares; 2026Q2: 2,244 shares 2,244 $78.1K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 33 shares; 2025Q3: 165 shares; 2025Q4: 190 shares; 2026Q1: 409 shares; 2026Q2: 526 shares 526 $76.1K 0.03% +117 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $73.7K 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 7 shares; 2025Q4: 9 shares; 2026Q1: 17 shares; 2026Q2: 244 shares 244 $73.6K 0.03% +227 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 890 shares; 2026Q2: 890 shares 890 $73.3K 0.03% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 51 shares; 2025Q3: 154 shares; 2025Q4: 251 shares; 2026Q1: 367 shares; 2026Q2: 531 shares 531 $72.6K 0.03% +164 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 326 shares; 2026Q2: 605 shares 605 $71.1K 0.03% +279 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53 shares; 2025Q4: 70 shares; 2026Q1: 174 shares; 2026Q2: 327 shares 327 $68.4K 0.03% +153 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,629 shares; 2026Q2: 1,635 shares 1,635 $67.4K 0.03% +6 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 816 shares; 2025Q4: 816 shares; 2026Q1: 816 shares; 2026Q2: 1,482 shares 1,482 $66.9K 0.03% +666 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 937 shares 937 $66.8K 0.03% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $66.4K 0.03% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,989 shares; 2025Q2: 2,016 shares; 2025Q3: 2,045 shares; 2025Q4: 2,331 shares; 2026Q1: 2,356 shares; 2026Q2: 2,390 shares 2,390 $66K 0.03% +34 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: 12 shares; 2025Q3: 53 shares; 2025Q4: 21 shares; 2026Q1: 134 shares; 2026Q2: 287 shares 287 $65.9K 0.03% +153 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 134 shares; 2025Q1: 114 shares; 2025Q2: 164 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 113 shares 113 $65.6K 0.03% +19 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: 8 shares; 2025Q3: 33 shares; 2025Q4: 38 shares; 2026Q1: 98 shares; 2026Q2: 141 shares 141 $63.9K 0.02% +43 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 169 shares 169 $61.2K 0.02% +166 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 520 shares; 2026Q2: 520 shares 520 $60.7K 0.02% 0 Timeline SCCO SCCO More: the full row for SCCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 343 shares 343 $59.8K 0.02% new PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 30 shares; 2025Q4: 39 shares; 2026Q1: 115 shares; 2026Q2: 175 shares 175 $59.7K 0.02% +60 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 46 shares; 2025Q3: 121 shares; 2025Q4: 38 shares; 2026Q1: 120 shares; 2026Q2: 781 shares 781 $57.3K 0.02% +661 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 17 shares; 2026Q1: 52 shares; 2026Q2: 136 shares 136 $56.5K 0.02% +84 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,885 shares; 2024Q4: 11,885 shares; 2025Q1: 11,885 shares; 2025Q2: 11,885 shares; 2025Q3: 11,885 shares; 2025Q4: 11,885 shares; 2026Q1: 11,885 shares; 2026Q2: 11,885 shares 11,885 $56.2K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 65 shares; 2025Q4: 69 shares; 2026Q1: 94 shares; 2026Q2: 113 shares 113 $55.5K 0.02% +19 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 32 shares; 2026Q1: 84 shares; 2026Q2: 164 shares 164 $55.5K 0.02% +80 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; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 10 shares; 2025Q2: 18 shares; 2025Q3: 62 shares; 2025Q4: 70 shares; 2026Q1: 156 shares; 2026Q2: 197 shares 197 $55.4K 0.02% +41 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 237 shares 237 $55.2K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 18 shares; 2025Q3: 75 shares; 2025Q4: 83 shares; 2026Q1: 176 shares; 2026Q2: 233 shares 233 $55K 0.02% +57 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 42 shares; 2025Q3: 234 shares; 2025Q4: 268 shares; 2026Q1: 635 shares; 2026Q2: 778 shares 778 $54.9K 0.02% +143 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 71 shares; 2025Q1: 84 shares; 2025Q2: 98 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 514 shares; 2026Q2: 661 shares 661 $53.7K 0.02% +147 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares 27 $52.7K 0.02% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 471 shares; 2026Q2: 491 shares 491 $52.3K 0.02% +20 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 74 shares; 2025Q2: 80 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 370 shares; 2026Q2: 792 shares 792 $50.7K 0.02% +422 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155 shares; 2024Q4: 206 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 77 shares 77 $50.5K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 21 shares; 2025Q3: 100 shares; 2025Q4: 39 shares; 2026Q1: 232 shares; 2026Q2: 509 shares 509 $50K 0.02% +277 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 8 shares; 2025Q3: 76 shares; 2025Q4: 88 shares; 2026Q1: 184 shares; 2026Q2: 227 shares 227 $49.2K 0.02% +43 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 13 shares; 2025Q2: 20 shares; 2025Q3: 93 shares; 2025Q4: 107 shares; 2026Q1: 226 shares; 2026Q2: 324 shares 324 $49.1K 0.02% +98 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 17 shares; 2026Q2: 71 shares 71 $48.8K 0.02% +54 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,100 shares 3,100 $48.2K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 366 shares; 2026Q2: 394 shares 394 $46.4K 0.02% +28 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 59 shares; 2025Q1: 61 shares; 2025Q2: 64 shares; 2025Q3: 72 shares; 2025Q4: 27 shares; 2026Q1: 35 shares; 2026Q2: 45 shares 45 $45.7K 0.02% +10 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 114 shares; 2025Q2: 134 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 988 shares; 2026Q2: 547 shares 547 $45.2K 0.02% -441 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 400 shares; 2026Q2: 420 shares 420 $45.2K 0.02% +20 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 11 shares; 2025Q4: 24 shares; 2026Q1: 47 shares; 2026Q2: 71 shares 71 $45K 0.02% +24 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 593 shares 593 $45K 0.02% new Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $44.7K 0.02% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,244 shares; 2026Q2: 1,244 shares 1,244 $43.6K 0.02% 0 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 11 shares; 2026Q1: 77 shares; 2026Q2: 181 shares 181 $43.4K 0.02% +104 Timeline Apollo Global Management Inc Apollo Global Management Inc More: the full row for Apollo Global Management Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 365 shares 365 $43.2K 0.02% new HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61 shares; 2025Q4: 81 shares; 2026Q1: 208 shares; 2026Q2: 322 shares 322 $42.7K 0.02% +114 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 38 shares; 2025Q2: 52 shares; 2025Q3: 108 shares; 2025Q4: 31 shares; 2026Q1: 99 shares; 2026Q2: 733 shares 733 $42.4K 0.02% +634 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 957 shares 957 $41.3K 0.02% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 409 shares 409 $41.3K 0.02% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 8 shares; 2025Q3: 36 shares; 2025Q4: 40 shares; 2026Q1: 80 shares; 2026Q2: 105 shares 105 $40.9K 0.02% +25 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $40.8K 0.02% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 83 shares; 2025Q4: 41 shares; 2026Q1: 305 shares; 2026Q2: 635 shares 635 $40.7K 0.02% +330 Timeline HYD HYD More: the full row for HYD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 790 shares 790 $40.7K 0.02% new MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 80 shares; 2026Q2: 35 shares 35 $40.4K 0.02% -45 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 993 shares; 2026Q2: 993 shares 993 $39.9K 0.02% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 13 shares; 2026Q1: 102 shares; 2026Q2: 172 shares 172 $39.6K 0.02% +70 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 2,800 shares 2,800 $38.9K 0.01% +1,800 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92 shares; 2025Q4: 123 shares; 2026Q1: 325 shares; 2026Q2: 475 shares 475 $38.6K 0.01% +150 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 51 shares; 2026Q1: 126 shares; 2026Q2: 268 shares 268 $38.4K 0.01% +142 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 36 shares; 2026Q1: 92 shares; 2026Q2: 148 shares 148 $37.9K 0.01% +56 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: 10 shares; 2025Q3: 49 shares; 2025Q4: 56 shares; 2026Q1: 120 shares; 2026Q2: 140 shares 140 $37.9K 0.01% +20 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 78 shares; 2025Q3: 232 shares; 2025Q4: 219 shares; 2026Q1: 404 shares; 2026Q2: 664 shares 664 $37.8K 0.01% +260 Timeline JFWV JSB FINL INC WEST VA More: the full row for JSB FINL INC WEST VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 310 shares 310 $37.8K 0.01% new Timeline SHYD SHYD More: the full row for SHYD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,503 shares; 2026Q1: 1,651 shares; 2026Q2: 1,651 shares 1,651 $37.8K 0.01% 0 VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 287 shares 287 $37.8K 0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 11 shares; 2025Q4: 15 shares; 2026Q1: 40 shares; 2026Q2: 94 shares 94 $37.4K 0.01% +54 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 5 shares; 2025Q2: 8 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 74 shares; 2026Q2: 138 shares 138 $37.3K 0.01% +64 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744 shares; 2024Q4: 744 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 182 shares; 2025Q4: 400 shares; 2026Q1: 117 shares; 2026Q2: 881 shares 881 $37.3K 0.01% +764 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157 shares 157 $37.3K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83 shares; 2025Q4: 112 shares; 2026Q1: 274 shares; 2026Q2: 397 shares 397 $37.2K 0.01% +123 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 8 shares; 2026Q1: 51 shares; 2026Q2: 90 shares 90 $36.7K 0.01% +39 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 18 shares; 2026Q1: 47 shares; 2026Q2: 86 shares 86 $36.6K 0.01% +39 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 21 shares; 2025Q4: 28 shares; 2026Q1: 66 shares; 2026Q2: 97 shares 97 $35.9K 0.01% +31 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 10 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 69 shares; 2026Q2: 132 shares 132 $35.9K 0.01% +63 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 13 shares; 2025Q4: 17 shares; 2026Q1: 43 shares; 2026Q2: 72 shares 72 $35.8K 0.01% +29 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 25 shares; 2025Q4: 11 shares; 2026Q1: 241 shares; 2026Q2: 231 shares 231 $33.9K 0.01% -10 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 851 shares; 2026Q2: 851 shares 851 $33.6K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 37 shares; 2026Q1: 84 shares; 2026Q2: 125 shares 125 $33.6K 0.01% +41 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 26 shares; 2025Q3: 157 shares; 2025Q4: 51 shares; 2026Q1: 273 shares; 2026Q2: 407 shares 407 $33.1K 0.01% +134 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: 118 shares; 2025Q3: 369 shares; 2025Q4: 1,014 shares; 2026Q1: 693 shares; 2026Q2: 1,349 shares 1,349 $32.5K 0.01% +656 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: 18 shares; 2026Q1: 109 shares; 2026Q2: 190 shares 190 $32.3K 0.01% +81 D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 62 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 348 shares; 2026Q2: 468 shares 468 $32K 0.01% +120 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $30.8K 0.01% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189 shares; 2025Q4: 99 shares; 2026Q1: 636 shares; 2026Q2: 1,225 shares 1,225 $30.5K 0.01% +589 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 17 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $30.1K 0.01% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,051 shares 1,051 $30K 0.01% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 35 shares; 2025Q4: 71 shares; 2026Q1: 148 shares; 2026Q2: 213 shares 213 $29.9K 0.01% +65 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 53 shares; 2026Q1: 134 shares; 2026Q2: 187 shares 187 $29.9K 0.01% +53 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 3 shares; 2026Q1: 16 shares; 2026Q2: 26 shares 26 $29.5K 0.01% +10 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 32 shares; 2026Q2: 58 shares 58 $29.1K 0.01% +26 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 8 shares; 2026Q1: 59 shares; 2026Q2: 110 shares 110 $29K 0.01% +51 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 744 shares; 2026Q2: 744 shares 744 $28.9K 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; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 35 shares; 2026Q1: 82 shares; 2026Q2: 119 shares 119 $28.8K 0.01% +37 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,932 shares; 2025Q1: 1,736 shares; 2025Q2: 1,582 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,311 shares; 2026Q2: 1,311 shares 1,311 $28.5K 0.01% 0 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,984 shares; 2025Q1: 1,782 shares; 2025Q2: 1,622 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares; 2026Q1: 1,342 shares; 2026Q2: 1,342 shares 1,342 $28.4K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409 shares; 2024Q4: 361 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 346 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 312 shares 312 $28.3K 0.01% +87 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 65 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $28.1K 0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: 140 shares; 2026Q1: 370 shares; 2026Q2: 608 shares 608 $28.1K 0.01% +238 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $27.9K 0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70 shares 70 $27.8K 0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 13 shares; 2026Q1: 116 shares; 2026Q2: 219 shares 219 $27.5K 0.01% +103 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 20 shares; 2026Q1: 160 shares; 2026Q2: 324 shares 324 $27.5K 0.01% +164 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 172 shares 172 $27.3K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 18 shares; 2026Q1: 47 shares; 2026Q2: 79 shares 79 $27.2K 0.01% +32 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 139 shares; 2025Q4: 70 shares; 2026Q1: 428 shares; 2026Q2: 798 shares 798 $27.1K 0.01% +370 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 12 shares; 2026Q1: 100 shares; 2026Q2: 219 shares 219 $26.8K 0.01% +119 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47 shares; 2025Q4: 63 shares; 2026Q1: 182 shares; 2026Q2: 302 shares 302 $26.8K 0.01% +120 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 0 shares; 2026Q2: 56 shares 56 $26.7K 0.01% +56 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 43 shares; 2026Q1: 312 shares; 2026Q2: 183 shares 183 $26.7K 0.01% -129 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 491 shares; 2026Q2: 491 shares 491 $26.5K 0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 94 shares; 2026Q1: 284 shares; 2026Q2: 516 shares 516 $26.4K 0.01% +232 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 88 shares 88 $26.3K 0.01% +88 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 18 shares; 2025Q4: 24 shares; 2026Q1: 77 shares; 2026Q2: 135 shares 135 $26.2K 0.01% +58 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 41 shares; 2025Q2: 65 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 210 shares; 2026Q2: 415 shares 415 $26.1K 0.01% +205 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72 shares 72 $25.9K 0.01% new Timeline CIGNA CORPORATION CIGNA CORPORATION More: the full row for CIGNA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 9 shares; 2025Q3: 30 shares; 2025Q4: 9 shares; 2026Q1: 31 shares; 2026Q2: 94 shares 94 $25.9K 0.01% +63 DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 642 shares; 2026Q2: 642 shares 642 $25.8K 0.01% 0 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 17 shares; 2025Q4: 8 shares; 2026Q1: 46 shares; 2026Q2: 77 shares 77 $25.7K 0.01% +31 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 350 shares; 2025Q2: 371 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 241 shares; 2026Q2: 248 shares 248 $25.7K 0.01% +7 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 64 shares; 2025Q4: 19 shares; 2026Q1: 53 shares; 2026Q2: 81 shares 81 $25.5K 0.01% +28 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $25.4K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 24 shares; 2026Q2: 113 shares 113 $25.3K 0.01% +89 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $25K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 72 shares; 2025Q4: 27 shares; 2026Q1: 143 shares; 2026Q2: 248 shares 248 $24.6K 0.01% +105 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 7 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $24.4K 0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 5 shares; 2026Q1: 42 shares; 2026Q2: 83 shares 83 $24.3K 0.01% +41 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 10 shares; 2025Q3: 32 shares; 2025Q4: 10 shares; 2026Q1: 43 shares; 2026Q2: 174 shares 174 $23.8K 0.01% +131 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 28 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 291 shares; 2026Q2: 332 shares 332 $23.5K 0.01% +41 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136 shares; 2025Q4: 180 shares; 2026Q1: 477 shares; 2026Q2: 644 shares 644 $23.4K 0.01% +167 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 91 shares 91 $23.2K 0.01% +82 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 13 shares; 2025Q2: 27 shares; 2025Q3: 75 shares; 2025Q4: 27 shares; 2026Q1: 76 shares; 2026Q2: 269 shares 269 $22.8K 0.01% +193 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98 shares 98 $21.9K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 40 shares; 2025Q4: 21 shares; 2026Q1: 229 shares; 2026Q2: 445 shares 445 $21.8K 0.01% +216 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98 shares 98 $21.7K 0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $21.4K 0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 18 shares; 2025Q3: 79 shares; 2025Q4: 86 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $21.4K 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; 2024Q3: 188 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $21.3K 0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 10 shares; 2025Q3: 45 shares; 2025Q4: 49 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $21.1K 0.01% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 830 shares; 2026Q2: 830 shares 830 $21.1K 0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 29 shares; 2026Q2: 41 shares 41 $20.9K 0.01% +12 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 23 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 105 shares; 2026Q2: 112 shares 112 $20.7K 0.01% +7 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 357 shares 357 $20.6K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 15 shares; 2025Q2: 22 shares; 2025Q3: 110 shares; 2025Q4: 22 shares; 2026Q1: 172 shares; 2026Q2: 466 shares 466 $20.1K 0.01% +294 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96 shares 96 $19.8K 0.01% new Timeline CZR CZR More: the full row for CZR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 58 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 461 shares; 2026Q2: 649 shares 649 $19.6K 0.01% +188 CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 12 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $19.5K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares; 2026Q1: not reported; 2026Q2: 139 shares 139 $19.5K 0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 21 shares; 2025Q4: 10 shares; 2026Q1: 58 shares; 2026Q2: 91 shares 91 $19.4K 0.01% +33 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 385 shares 385 $19.2K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 45 shares; 2025Q4: 61 shares; 2026Q1: 148 shares; 2026Q2: 218 shares 218 $19K 0.01% +70 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $18.5K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 25 shares; 2026Q2: 36 shares 36 $18.3K 0.01% +11 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 1,064 shares; 2026Q2: 1,800 shares 1,800 $17.7K 0.01% +736 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59 shares; 2025Q4: 77 shares; 2026Q1: 181 shares; 2026Q2: 238 shares 238 $17.7K 0.01% +57 Timeline NASA TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 576 shares 576 $17.5K 0.01% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 202 shares 202 $17.5K 0.01% new Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 742 shares; 2026Q2: 742 shares 742 $17.5K 0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $17.4K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 96 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 288 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $17K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 214 shares; 2026Q2: 182 shares 182 $16.8K 0.01% -32 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $16.7K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 27 shares; 2026Q1: 192 shares; 2026Q2: 392 shares 392 $16.7K 0.01% +200 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $16.5K 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; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 193 shares; 2026Q2: 143 shares 143 $16.3K 0.01% -50 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 223 shares 223 $16.1K 0.01% +73 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 382 shares 382 $15.8K 0.01% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 104 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 733 shares; 2026Q2: 733 shares 733 $15.7K 0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 59 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 234 shares; 2026Q2: 234 shares 234 $15.5K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59 shares; 2025Q1: 44 shares; 2025Q2: 61 shares; 2025Q3: 57 shares; 2025Q4: 129 shares; 2026Q1: 160 shares; 2026Q2: 149 shares 149 $15.5K 0.01% -11 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $15.4K 0.01% 0 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $15.3K 0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 16 shares 16 $15K 0.01% +16 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 16 shares; 2025Q2: 23 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $15K 0.01% 0 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 278 shares 278 $14.8K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 26 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 172 shares; 2026Q2: 203 shares 203 $14.8K 0.01% +31 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $14.7K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 79 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 468 shares; 2026Q2: 312 shares 312 $14.5K 0.01% -156 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 10 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $14.3K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 198 shares 198 $14.2K 0.01% new Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares 135 $13.9K 0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 13 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 68 shares; 2026Q2: 85 shares 85 $13.8K 0.01% +17 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares; 2026Q2: 41 shares 41 $13.8K 0.01% +6 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 12 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $13.6K 0.01% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $13.6K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 19 shares; 2025Q3: 77 shares; 2025Q4: 16 shares; 2026Q1: 82 shares; 2026Q2: 104 shares 104 $13.5K 0.01% +22 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 563 shares 563 $13.5K 0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 24 shares; 2025Q3: 60 shares; 2025Q4: 19 shares; 2026Q1: 75 shares; 2026Q2: 182 shares 182 $13.1K 0.01% +107 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 14 shares; 2025Q3: 35 shares; 2025Q4: 9 shares; 2026Q1: 47 shares; 2026Q2: 115 shares 115 $13.1K 0.01% +68 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 31 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 165 shares; 2026Q2: 112 shares 112 $12.7K <0.01% -53 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: 122 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 613 shares; 2026Q2: 417 shares 417 $12.6K <0.01% -196 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $12.3K <0.01% 0 Timeline SCGLY SOCIETE GENERALE FRANCE SP ADR More: the full row for SOCIETE GENERALE FRANCE SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 687 shares 687 $12.2K <0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 16 shares; 2026Q1: 41 shares; 2026Q2: 54 shares 54 $12.1K <0.01% +13 Timeline MTPLF MTPLF More: the full row for MTPLF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 6,385 shares; 2025Q4: 6,385 shares; 2026Q1: 9,710 shares; 2026Q2: 9,710 shares 9,710 $11.9K <0.01% 0 SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 154 shares 154 $11.9K <0.01% +32 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 197 shares 197 $11.8K <0.01% new Timeline Q Q More: the full row for Q Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70 shares 70 $11.4K <0.01% new CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 13 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 69 shares; 2026Q2: 47 shares 47 $11.4K <0.01% -22 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $11.4K <0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83 shares 83 $11.3K <0.01% new Timeline TOELY Tokyo Electron Ltd Unsponsored More: the full row for Tokyo Electron Ltd Unsponsored Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46 shares 46 $11.2K <0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13 shares; 2025Q4: 17 shares; 2026Q1: 41 shares; 2026Q2: 49 shares 49 $11.1K <0.01% +8 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 65 shares; 2026Q2: 121 shares 121 $11.1K <0.01% +56 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105 shares 105 $10.8K <0.01% new Timeline DSDVY DSV A/S AMERICAN DEPOSITARY RE More: the full row for DSV A/S AMERICAN DEPOSITARY RE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91 shares 91 $10.8K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 6 shares; 2025Q3: 23 shares; 2025Q4: 6 shares; 2026Q1: 25 shares; 2026Q2: 76 shares 76 $10.8K <0.01% +51 Timeline BTBT BIT DIGITAL INC More: the full row for BIT DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $10.8K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 32 shares; 2026Q2: 40 shares 40 $10.8K <0.01% +8 Timeline UNCRY UNICREDIT SPA ADR NEW 2017 (IT More: the full row for UNICREDIT SPA ADR NEW 2017 (IT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 241 shares 241 $10.8K <0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 34 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 224 shares; 2026Q2: 275 shares 275 $10.7K <0.01% +51 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 14 shares; 2025Q3: 74 shares; 2025Q4: 14 shares; 2026Q1: 91 shares; 2026Q2: 146 shares 146 $10.6K <0.01% +55 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $10.5K <0.01% new Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204 shares 204 $10.5K <0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 211 shares 211 $10.5K <0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 62 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $10.3K <0.01% 0 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132 shares 132 $10.1K <0.01% new Timeline BHP BHP More: the full row for BHP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120 shares 120 $10K <0.01% new BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares 135 $9.91K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 10 shares; 2026Q1: 57 shares; 2026Q2: 78 shares 78 $9.85K <0.01% +21 Timeline NRDBY NORDEA BK ABP SPONSORED ADR(FI More: the full row for NORDEA BK ABP SPONSORED ADR(FI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 519 shares 519 $9.81K <0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 7 shares; 2025Q2: 14 shares; 2025Q3: 46 shares; 2025Q4: 14 shares; 2026Q1: 53 shares; 2026Q2: 89 shares 89 $9.77K <0.01% +36 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72 shares; 2025Q2: 103 shares; 2025Q3: 229 shares; 2025Q4: 63 shares; 2026Q1: 242 shares; 2026Q2: 392 shares 392 $9.73K <0.01% +150 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 197 shares 197 $9.71K <0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 33 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 187 shares; 2026Q2: 124 shares 124 $9.7K <0.01% -63 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $9.59K <0.01% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 82 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 70 shares 70 $9.48K <0.01% +63 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 412 shares 412 $9.21K <0.01% new HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares; 2026Q2: 416 shares 416 $9.13K <0.01% 0 Timeline MHVIY MITSUBISHI HEAVY INDS LTD ADS More: the full row for MITSUBISHI HEAVY INDS LTD ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 804 shares 804 $9.11K <0.01% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $9.04K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares 60 $9.01K <0.01% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $8.78K <0.01% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $8.64K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48 shares; 2026Q1: 97 shares; 2026Q2: 98 shares 98 $8.58K <0.01% +1 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 50 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 330 shares; 2026Q2: 212 shares 212 $8.46K <0.01% -118 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares 109 $8.45K <0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $8.31K <0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 28 shares; 2026Q2: 47 shares 47 $8.25K <0.01% +19 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $8.24K <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; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83 shares 83 $8.24K <0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 7 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 88 shares; 2026Q2: 53 shares 53 $8.02K <0.01% -35 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 20 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $7.78K <0.01% 0 Timeline CFRUY CIE FINANCIERE RICH-UNSP ADR More: the full row for CIE FINANCIERE RICH-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 336 shares 336 $7.76K <0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49 shares 49 $7.68K <0.01% new Timeline ISNPY INTESA SANPAOLO SPA SPONS ADR More: the full row for INTESA SANPAOLO SPA SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 186 shares 186 $7.67K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90 shares 90 $7.62K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 774 shares; 2024Q4: 774 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 250 shares; 2026Q2: 282 shares 282 $7.52K <0.01% +32 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $7.38K <0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 8 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 38 shares; 2026Q2: 26 shares 26 $7.24K <0.01% -12 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $7.09K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $7.04K <0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 32 shares 32 $6.97K <0.01% +32 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 253 shares 253 $6.8K <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 6 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 34 shares; 2026Q2: 23 shares 23 $6.79K <0.01% -11 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 129 shares 129 $6.76K <0.01% new ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $6.53K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41 shares 41 $6.32K <0.01% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $6.3K <0.01% 0 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 12 shares; 2025Q4: 4 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $6.23K <0.01% 0 SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $6.16K <0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41 shares 41 $6.08K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $6.07K <0.01% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112 shares 112 $6.01K <0.01% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38 shares 38 $6K <0.01% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $5.95K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $5.85K <0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103 shares 103 $5.81K <0.01% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $5.8K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137 shares; 2026Q2: 160 shares 160 $5.76K <0.01% +23 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 285 shares 285 $5.72K <0.01% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 635 shares; 2026Q2: 635 shares 635 $5.66K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $5.64K <0.01% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: 63 shares 63 $5.53K <0.01% +55 Timeline HESAY HERMES INTL S A UNSPONSORED AD More: the full row for HERMES INTL S A UNSPONSORED AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $5.49K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57 shares 57 $5.42K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58 shares 58 $5.38K <0.01% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61 shares 61 $5.35K <0.01% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148 shares; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $5.26K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 222 shares 222 $5.24K <0.01% new Timeline FRCOY FAST RETAILING CO-UNSPON ADR More: the full row for FAST RETAILING CO-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102 shares 102 $5.22K <0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42 shares 42 $5.17K <0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $5.15K <0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41 shares; 2025Q4: not reported; 2026Q1: 48 shares; 2026Q2: 85 shares 85 $5.07K <0.01% +37 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares 22 $5.03K <0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares 34 $4.97K <0.01% new Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $4.81K <0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 5 shares 5 $4.81K <0.01% +4 PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $4.77K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 28 shares 28 $4.73K <0.01% +28 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 810 shares 810 $4.72K <0.01% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares 75 $4.61K <0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 40 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37 shares 37 $4.6K <0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 99 shares 99 $4.6K <0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 94 shares 94 $4.55K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $4.47K <0.01% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48 shares; 2026Q1: 9 shares; 2026Q2: 36 shares 36 $4.47K <0.01% +27 Timeline MITSY MITSUI & CO LTD ADR (US) More: the full row for MITSUI & CO LTD ADR (US) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $4.43K <0.01% new Timeline CYDY CYTODYN, INC. More: the full row for CYTODYN, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,200 shares; 2024Q4: 18,200 shares; 2025Q1: 18,200 shares; 2025Q2: 18,200 shares; 2025Q3: 18,200 shares; 2025Q4: 18,200 shares; 2026Q1: 18,200 shares; 2026Q2: 18,200 shares 18,200 $4.35K <0.01% 0 Timeline BA BA More: the full row for BA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 20 shares 20 $4.33K <0.01% -30 ROCKET LAB USA INC ROCKET LAB USA INC More: the full row for ROCKET LAB USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42 shares 42 $4.27K <0.01% new JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares 75 $4.24K <0.01% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13 shares; 2026Q2: 52 shares 52 $4.19K <0.01% +39 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9 $4.13K <0.01% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $4.13K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40 shares 40 $4.09K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 47 shares 47 $4.05K <0.01% +39 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $4K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16 shares; 2025Q4: 6 shares; 2026Q1: 15 shares; 2026Q2: 6 shares 6 $4K <0.01% -9 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $3.99K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $3.98K <0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 21 shares; 2025Q3: 63 shares; 2025Q4: 21 shares; 2026Q1: 65 shares; 2026Q2: 41 shares 41 $3.95K <0.01% -24 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 26 shares; 2025Q3: 78 shares; 2025Q4: 26 shares; 2026Q1: 73 shares; 2026Q2: 47 shares 47 $3.93K <0.01% -26 Timeline PCRHY PANASONIC HLDGS CORP ADR(JPN) More: the full row for PANASONIC HLDGS CORP ADR(JPN) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140 shares 140 $3.92K <0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 142 shares 142 $3.88K <0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $3.78K <0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19 $3.72K <0.01% new Timeline BUD BUD More: the full row for BUD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45 shares 45 $3.71K <0.01% new APTIV PLC APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $3.68K <0.01% 0 ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $3.62K <0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $3.53K <0.01% new Timeline BAESY BAE SYS PLC SPONS ADR More: the full row for BAE SYS PLC SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares 36 $3.53K <0.01% new Timeline MARUY MARUBENI CORP ADR More: the full row for MARUBENI CORP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $3.49K <0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9 $3.48K <0.01% new Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41 shares 41 $3.38K <0.01% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95 shares 95 $3.24K <0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $3.23K <0.01% new Timeline SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $3.23K <0.01% 0 SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $3.22K <0.01% new Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares 22 $3.19K <0.01% new Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 116 shares 116 $3.14K <0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $3.12K <0.01% new Timeline BKOR OAK RIDGE FINL SVCS INC COM ST More: the full row for OAK RIDGE FINL SVCS INC COM ST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $3.1K <0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $3.03K <0.01% new Timeline DTEGY DEUTSCHE TELEKOM AG SPONSORED More: the full row for DEUTSCHE TELEKOM AG SPONSORED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares 109 $2.97K <0.01% new Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56 shares 56 $2.87K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares; 2026Q2: 17 shares 17 $2.86K <0.01% +17 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $2.86K <0.01% 0 Timeline HKXCY Hong Kong Exchanges & Clearing More: the full row for Hong Kong Exchanges & Clearing Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58 shares 58 $2.68K <0.01% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $2.62K <0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89 shares 89 $2.62K <0.01% new Timeline FANUY FANUC CORP-UNSP ADR More: the full row for FANUC CORP-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113 shares 113 $2.58K <0.01% new Timeline SAFRY SAFRAN SA-UNSPON ADR More: the full row for SAFRAN SA-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26 shares 26 $2.56K <0.01% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89 shares 89 $2.48K <0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $2.46K <0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39 shares 39 $2.44K <0.01% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333,836 shares; 2024Q4: 386,760 shares; 2025Q1: 3,181 shares; 2025Q2: 3,184 shares; 2025Q3: 1,730 shares; 2025Q4: 1,574 shares; 2026Q1: 117 shares; 2026Q2: 117 shares 117 $2.38K <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; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 12 shares 12 $2.29K <0.01% +7 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $2.29K <0.01% new Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $2.28K <0.01% new Timeline NABZY NATL AUSTRALIA BK LTD ADS5 More: the full row for NATL AUSTRALIA BK LTD ADS5 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174 shares 174 $2.27K <0.01% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67 shares 67 $2.26K <0.01% new Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 133 shares 133 $2.25K <0.01% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $2.25K <0.01% 0 Timeline LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA More: the full row for LABORATORY CORP OF AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,820 shares; 2025Q4: 2,820 shares; 2026Q1: not reported; 2026Q2: 8 shares 8 $2.24K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $2.15K <0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $2.12K <0.01% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $2.08K <0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $2.08K <0.01% 0 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37 shares 37 $2.08K <0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17 shares 17 $2.03K <0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $1.98K <0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $1.97K <0.01% 0 Timeline SMCAY SMC CORP JAPAN AMERICAN DEPOSI More: the full row for SMC CORP JAPAN AMERICAN DEPOSI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88 shares 88 $1.96K <0.01% new Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $1.95K <0.01% 0 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40 shares 40 $1.92K <0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $1.91K <0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $1.88K <0.01% new Timeline BCI BCI More: the full row for BCI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83 shares 83 $1.85K <0.01% new LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70 shares 70 $1.83K <0.01% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $1.81K <0.01% new Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $1.8K <0.01% new Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $1.8K <0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $1.79K <0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $1.79K <0.01% 0 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,758 shares; 2024Q4: 188,177 shares; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $1.75K <0.01% 0 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $1.75K <0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 18 shares; 2025Q3: 63 shares; 2025Q4: 18 shares; 2026Q1: 60 shares; 2026Q2: 18 shares 18 $1.74K <0.01% -42 Timeline CODYY COMPAGNIE DE ST GOBAIN ADR - U More: the full row for COMPAGNIE DE ST GOBAIN ADR - U Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96 shares 96 $1.74K <0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 16 shares; 2025Q2: 33 shares; 2025Q3: 126 shares; 2025Q4: 33 shares; 2026Q1: 120 shares; 2026Q2: 50 shares 50 $1.74K <0.01% -70 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24 shares 24 $1.74K <0.01% new Timeline NOBLE CORP PLC NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46 shares 46 $1.72K <0.01% new SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 37 shares; 2025Q3: 116 shares; 2025Q4: 37 shares; 2026Q1: 110 shares; 2026Q2: 37 shares 37 $1.71K <0.01% -73 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108 shares 108 $1.7K <0.01% new Timeline VLVLY VOLVO AB ADR (SWE) More: the full row for VOLVO AB ADR (SWE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49 shares 49 $1.66K <0.01% new Timeline INGERSOLL-RAND PLC INGERSOLL-RAND PLC More: the full row for INGERSOLL-RAND PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 0 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $1.64K <0.01% new AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $1.64K <0.01% new Timeline