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: 34,444 shares; 2024Q4: 125,360 shares; 2025Q1: 131,205 shares; 2025Q2: 127,697 shares; 2025Q3: 126,388 shares; 2025Q4: 128,129 shares; 2026Q1: 130,525 shares; 2026Q2: 126,901 shares 126,901 $94.8M 10.68% -3,624 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: 100,257 shares; 2024Q4: 120,698 shares; 2025Q1: 117,455 shares; 2025Q2: 119,431 shares; 2025Q3: 121,294 shares; 2025Q4: 119,480 shares; 2026Q1: 116,073 shares; 2026Q2: 113,982 shares 113,982 $33M 3.72% -2,091 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: 44,752 shares; 2024Q4: 67,569 shares; 2025Q1: 71,431 shares; 2025Q2: 71,947 shares; 2025Q3: 74,441 shares; 2025Q4: 77,513 shares; 2026Q1: 80,904 shares; 2026Q2: 83,304 shares 83,304 $31.1M 3.5% +2,400 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: 51,342 shares; 2024Q4: 90,862 shares; 2025Q1: 92,782 shares; 2025Q2: 92,242 shares; 2025Q3: 90,990 shares; 2025Q4: 91,193 shares; 2026Q1: 93,122 shares; 2026Q2: 92,790 shares 92,790 $30.4M 3.42% -332 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: 78,583 shares; 2024Q4: 84,534 shares; 2025Q1: 89,725 shares; 2025Q2: 91,576 shares; 2025Q3: 89,164 shares; 2025Q4: 86,621 shares; 2026Q1: 84,457 shares; 2026Q2: 84,951 shares 84,951 $30.4M 3.42% +494 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: 88,131 shares; 2024Q4: 95,682 shares; 2025Q1: 128,306 shares; 2025Q2: 131,138 shares; 2025Q3: 127,844 shares; 2025Q4: 128,613 shares; 2026Q1: 134,131 shares; 2026Q2: 141,669 shares 141,669 $28.3M 3.19% +7,538 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: 2,387 shares; 2024Q4: 62,892 shares; 2025Q1: 62,892 shares; 2025Q2: 62,892 shares; 2025Q3: 62,744 shares; 2025Q4: 62,744 shares; 2026Q1: 62,713 shares; 2026Q2: 62,906 shares 62,906 $23.3M 2.62% +193 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: 69,533 shares; 2024Q4: 76,174 shares; 2025Q1: 81,265 shares; 2025Q2: 85,531 shares; 2025Q3: 87,730 shares; 2025Q4: 89,001 shares; 2026Q1: 92,980 shares; 2026Q2: 96,122 shares 96,122 $22.9M 2.58% +3,142 Timeline AVDE 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: 29,076 shares; 2025Q3: 77,852 shares; 2025Q4: 120,597 shares; 2026Q1: 181,691 shares; 2026Q2: 208,983 shares 208,983 $18.6M 2.1% +27,292 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: 6,911 shares; 2024Q4: 7,680 shares; 2025Q1: 8,317 shares; 2025Q2: 10,328 shares; 2025Q3: 14,521 shares; 2025Q4: 13,833 shares; 2026Q1: 14,293 shares; 2026Q2: 14,360 shares 14,360 $17.2M 1.94% +67 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: 23,120 shares; 2024Q4: 27,165 shares; 2025Q1: 52,773 shares; 2025Q2: 59,114 shares; 2025Q3: 58,884 shares; 2025Q4: 56,593 shares; 2026Q1: 47,697 shares; 2026Q2: 45,817 shares 45,817 $15.3M 1.73% -1,880 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: 78,270 shares; 2024Q4: 95,898 shares; 2025Q1: 88,898 shares; 2025Q2: 126,189 shares; 2025Q3: 122,954 shares; 2025Q4: 122,426 shares; 2026Q1: 128,670 shares; 2026Q2: 127,608 shares 127,608 $13.3M 1.49% -1,062 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: 12,086 shares; 2024Q4: 14,282 shares; 2025Q1: 14,406 shares; 2025Q2: 14,750 shares; 2025Q3: 15,350 shares; 2025Q4: 16,834 shares; 2026Q1: 18,872 shares; 2026Q2: 19,262 shares 19,262 $13.2M 1.49% +390 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: 24,686 shares; 2024Q4: 27,533 shares; 2025Q1: 29,065 shares; 2025Q2: 22,834 shares; 2025Q3: 22,954 shares; 2025Q4: 21,773 shares; 2026Q1: 23,495 shares; 2026Q2: 20,483 shares 20,483 $11.9M 1.34% -3,012 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: 27,168 shares; 2024Q4: 32,149 shares; 2025Q1: 31,447 shares; 2025Q2: 31,608 shares; 2025Q3: 31,947 shares; 2025Q4: 31,931 shares; 2026Q1: 31,240 shares; 2026Q2: 31,033 shares 31,033 $10.6M 1.2% -207 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: 16,735 shares; 2024Q4: 17,893 shares; 2025Q1: 17,627 shares; 2025Q2: 17,765 shares; 2025Q3: 17,747 shares; 2025Q4: 18,678 shares; 2026Q1: 18,043 shares; 2026Q2: 18,198 shares 18,198 $10.3M 1.15% +155 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: 36,082 shares; 2024Q4: 45,467 shares; 2025Q1: 44,404 shares; 2025Q2: 42,875 shares; 2025Q3: 42,671 shares; 2025Q4: 42,373 shares; 2026Q1: 39,773 shares; 2026Q2: 39,479 shares 39,479 $10M 1.13% -294 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,287 shares; 2024Q4: 92,174 shares; 2025Q1: 88,239 shares; 2025Q2: 86,298 shares; 2025Q3: 84,739 shares; 2025Q4: 87,677 shares; 2026Q1: 89,296 shares; 2026Q2: 85,740 shares 85,740 $9.46M 1.07% -3,556 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: 18,430 shares; 2024Q4: 25,823 shares; 2025Q1: 25,052 shares; 2025Q2: 26,110 shares; 2025Q3: 26,476 shares; 2025Q4: 27,275 shares; 2026Q1: 29,847 shares; 2026Q2: 33,967 shares 33,967 $8.55M 0.96% +4,120 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,422 shares; 2024Q4: 29,313 shares; 2025Q1: 29,006 shares; 2025Q2: 27,861 shares; 2025Q3: 27,237 shares; 2025Q4: 27,680 shares; 2026Q1: 27,258 shares; 2026Q2: 27,712 shares 27,712 $8.33M 0.94% +454 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,690 shares; 2024Q4: 15,050 shares; 2025Q1: 18,775 shares; 2025Q2: 19,211 shares; 2025Q3: 18,921 shares; 2025Q4: 19,640 shares; 2026Q1: 20,674 shares; 2026Q2: 21,226 shares 21,226 $8.02M 0.9% +552 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: 1,899 shares; 2024Q4: 5,831 shares; 2025Q1: 5,726 shares; 2025Q2: 5,788 shares; 2025Q3: 5,860 shares; 2025Q4: 5,119 shares; 2026Q1: 4,629 shares; 2026Q2: 3,982 shares 3,982 $7.92M 0.89% -647 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,745 shares; 2025Q4: 38,102 shares; 2026Q1: 58,313 shares; 2026Q2: 81,226 shares 81,226 $7.84M 0.88% +22,913 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,451 shares; 2024Q4: 11,798 shares; 2025Q1: 12,093 shares; 2025Q2: 11,538 shares; 2025Q3: 12,571 shares; 2025Q4: 10,957 shares; 2026Q1: 8,162 shares; 2026Q2: 6,736 shares 6,736 $7.78M 0.88% -1,426 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: 45,389 shares; 2024Q4: 50,424 shares; 2025Q1: 49,306 shares; 2025Q2: 49,169 shares; 2025Q3: 56,573 shares; 2025Q4: 56,648 shares; 2026Q1: 53,594 shares; 2026Q2: 52,509 shares 52,509 $7.7M 0.87% -1,085 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: 39,306 shares; 2024Q4: 42,371 shares; 2025Q1: 40,591 shares; 2025Q2: 40,545 shares; 2025Q3: 44,610 shares; 2025Q4: 43,936 shares; 2026Q1: 40,925 shares; 2026Q2: 40,508 shares 40,508 $6.71M 0.76% -417 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,927 shares; 2024Q4: 17,486 shares; 2025Q1: 17,486 shares; 2025Q2: 17,493 shares; 2025Q3: 17,787 shares; 2025Q4: 17,697 shares; 2026Q1: 17,699 shares; 2026Q2: 17,669 shares 17,669 $6.46M 0.73% -30 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: 8,932 shares; 2024Q4: 40,124 shares; 2025Q1: 40,810 shares; 2025Q2: 41,343 shares; 2025Q3: 41,277 shares; 2025Q4: 41,277 shares; 2026Q1: 41,227 shares; 2026Q2: 40,656 shares 40,656 $6.42M 0.72% -571 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: 1,339 shares; 2024Q4: 1,358 shares; 2025Q1: 1,474 shares; 2025Q2: 1,499 shares; 2025Q3: 1,840 shares; 2025Q4: 32,226 shares; 2026Q1: 59,599 shares; 2026Q2: 88,081 shares 88,081 $6.29M 0.71% +28,482 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,289 shares; 2024Q4: 5,937 shares; 2025Q1: 6,963 shares; 2025Q2: 7,462 shares; 2025Q3: 7,501 shares; 2025Q4: 8,191 shares; 2026Q1: 8,605 shares; 2026Q2: 8,439 shares 8,439 $6.21M 0.7% -166 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: 9,608 shares; 2024Q4: 18,064 shares; 2025Q1: 17,893 shares; 2025Q2: 18,265 shares; 2025Q3: 18,547 shares; 2025Q4: 18,579 shares; 2026Q1: 17,985 shares; 2026Q2: 17,550 shares 17,550 $6.19M 0.7% -435 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,111 shares; 2024Q4: 68,592 shares; 2025Q1: 67,628 shares; 2025Q2: 67,358 shares; 2025Q3: 67,194 shares; 2025Q4: 64,843 shares; 2026Q1: 63,517 shares; 2026Q2: 63,882 shares 63,882 $6.16M 0.69% +365 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: 39,300 shares; 2024Q4: 51,859 shares; 2025Q1: 52,056 shares; 2025Q2: 52,776 shares; 2025Q3: 55,236 shares; 2025Q4: 54,717 shares; 2026Q1: 52,932 shares; 2026Q2: 52,400 shares 52,400 $5.93M 0.67% -532 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: 9,496 shares; 2024Q4: 13,531 shares; 2025Q1: 14,907 shares; 2025Q2: 15,092 shares; 2025Q3: 16,291 shares; 2025Q4: 16,374 shares; 2026Q1: 15,910 shares; 2026Q2: 15,695 shares 15,695 $5.55M 0.62% -215 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: 35,896 shares; 2024Q4: 36,841 shares; 2025Q1: 35,852 shares; 2025Q2: 35,895 shares; 2025Q3: 43,785 shares; 2025Q4: 43,974 shares; 2026Q1: 40,438 shares; 2026Q2: 39,901 shares 39,901 $5.46M 0.61% -537 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: 3,237 shares; 2024Q4: 4,748 shares; 2025Q1: 5,717 shares; 2025Q2: 7,412 shares; 2025Q3: 7,330 shares; 2025Q4: 7,248 shares; 2026Q1: 7,269 shares; 2026Q2: 7,196 shares 7,196 $5.39M 0.61% -73 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: 29,564 shares; 2024Q4: 39,991 shares; 2025Q1: 39,055 shares; 2025Q2: 39,138 shares; 2025Q3: 39,720 shares; 2025Q4: 39,688 shares; 2026Q1: 37,848 shares; 2026Q2: 37,438 shares 37,438 $5.07M 0.57% -410 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: 29,158 shares; 2024Q4: 31,605 shares; 2025Q1: 33,207 shares; 2025Q2: 32,817 shares; 2025Q3: 32,226 shares; 2025Q4: 33,389 shares; 2026Q1: 34,099 shares; 2026Q2: 34,161 shares 34,161 $5.01M 0.56% +62 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,255 shares; 2024Q4: 6,895 shares; 2025Q1: 14,276 shares; 2025Q2: 15,167 shares; 2025Q3: 15,084 shares; 2025Q4: 18,463 shares; 2026Q1: 16,710 shares; 2026Q2: 16,488 shares 16,488 $4.83M 0.54% -222 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,965 shares; 2024Q4: 64,470 shares; 2025Q1: 65,070 shares; 2025Q2: 62,855 shares; 2025Q3: 63,670 shares; 2025Q4: 62,985 shares; 2026Q1: 69,500 shares; 2026Q2: 69,085 shares 69,085 $4.73M 0.53% -415 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: 7,043 shares; 2024Q4: 8,808 shares; 2025Q1: 8,733 shares; 2025Q2: 9,068 shares; 2025Q3: 9,511 shares; 2025Q4: 9,355 shares; 2026Q1: 9,255 shares; 2026Q2: 9,211 shares 9,211 $4.61M 0.52% -44 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: 2,158 shares; 2024Q4: 10,006 shares; 2025Q1: 10,001 shares; 2025Q2: 9,994 shares; 2025Q3: 10,211 shares; 2025Q4: 10,346 shares; 2026Q1: 12,506 shares; 2026Q2: 10,928 shares 10,928 $4.45M 0.5% -1,578 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: 40,022 shares; 2024Q4: 41,788 shares; 2025Q1: 40,430 shares; 2025Q2: 40,629 shares; 2025Q3: 54,059 shares; 2025Q4: 55,461 shares; 2026Q1: 55,546 shares; 2026Q2: 54,648 shares 54,648 $4.44M 0.5% -898 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,790 shares; 2024Q4: 6,735 shares; 2025Q1: 6,797 shares; 2025Q2: 7,352 shares; 2025Q3: 7,808 shares; 2025Q4: 7,861 shares; 2026Q1: 7,817 shares; 2026Q2: 8,162 shares 8,162 $4.19M 0.47% +345 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,085 shares; 2024Q4: 13,406 shares; 2025Q1: 12,536 shares; 2025Q2: 13,792 shares; 2025Q3: 15,369 shares; 2025Q4: 14,558 shares; 2026Q1: 13,627 shares; 2026Q2: 12,275 shares 12,275 $4.19M 0.47% -1,352 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,323 shares; 2024Q4: 15,093 shares; 2025Q1: 14,068 shares; 2025Q2: 14,119 shares; 2025Q3: 17,968 shares; 2025Q4: 19,670 shares; 2026Q1: 19,305 shares; 2026Q2: 18,319 shares 18,319 $4.08M 0.46% -986 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: 5,428 shares; 2024Q4: 6,363 shares; 2025Q1: 6,363 shares; 2025Q2: 6,363 shares; 2025Q3: 6,443 shares; 2025Q4: 7,053 shares; 2026Q1: 8,003 shares; 2026Q2: 32,781 shares 32,781 $4.07M 0.46% +24,778 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,154 shares; 2024Q4: 16,665 shares; 2025Q1: 16,665 shares; 2025Q2: 16,665 shares; 2025Q3: 16,665 shares; 2025Q4: 16,676 shares; 2026Q1: 17,865 shares; 2026Q2: 17,795 shares 17,795 $3.99M 0.45% -70 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: 33,064 shares; 2024Q4: 41,628 shares; 2025Q1: 40,647 shares; 2025Q2: 38,946 shares; 2025Q3: 39,676 shares; 2025Q4: 38,846 shares; 2026Q1: 34,770 shares; 2026Q2: 30,740 shares 30,740 $3.95M 0.45% -4,030 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: 17,407 shares; 2024Q4: 17,461 shares; 2025Q1: 16,297 shares; 2025Q2: 16,146 shares; 2025Q3: 20,387 shares; 2025Q4: 21,354 shares; 2026Q1: 21,569 shares; 2026Q2: 21,108 shares 21,108 $3.82M 0.43% -461 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,795 shares; 2024Q4: 24,744 shares; 2025Q1: 24,517 shares; 2025Q2: 24,517 shares; 2025Q3: 24,517 shares; 2025Q4: 24,517 shares; 2026Q1: 24,517 shares; 2026Q2: 24,517 shares 24,517 $3.73M 0.42% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,025 shares; 2024Q4: 66,255 shares; 2025Q1: 66,440 shares; 2025Q2: 65,984 shares; 2025Q3: 65,834 shares; 2025Q4: 65,834 shares; 2026Q1: 65,069 shares; 2026Q2: 65,149 shares 65,149 $3.68M 0.41% +80 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: 54,642 shares; 2024Q4: 51,328 shares; 2025Q1: 54,231 shares; 2025Q2: 54,164 shares; 2025Q3: 56,012 shares; 2025Q4: 51,331 shares; 2026Q1: 46,800 shares; 2026Q2: 41,434 shares 41,434 $3.64M 0.41% -5,366 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: 19,175 shares; 2024Q4: 21,795 shares; 2025Q1: 22,088 shares; 2025Q2: 22,798 shares; 2025Q3: 23,730 shares; 2025Q4: 22,664 shares; 2026Q1: 22,623 shares; 2026Q2: 23,588 shares 23,588 $3.57M 0.4% +965 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: 15,320 shares; 2024Q4: 14,877 shares; 2025Q1: 14,655 shares; 2025Q2: 14,935 shares; 2025Q3: 14,687 shares; 2025Q4: 14,743 shares; 2026Q1: 15,421 shares; 2026Q2: 16,090 shares 16,090 $3.55M 0.4% +669 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: 6,585 shares; 2024Q4: 6,972 shares; 2025Q1: 7,122 shares; 2025Q2: 6,793 shares; 2025Q3: 6,893 shares; 2025Q4: 7,515 shares; 2026Q1: 13,291 shares; 2026Q2: 13,864 shares 13,864 $3.53M 0.4% +573 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236 shares; 2024Q4: 4,789 shares; 2025Q1: 4,789 shares; 2025Q2: 4,789 shares; 2025Q3: 4,789 shares; 2025Q4: 4,809 shares; 2026Q1: 4,809 shares; 2026Q2: 4,809 shares 4,809 $3.38M 0.38% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,136 shares; 2024Q4: 19,550 shares; 2025Q1: 20,957 shares; 2025Q2: 21,861 shares; 2025Q3: 22,484 shares; 2025Q4: 27,396 shares; 2026Q1: 31,800 shares; 2026Q2: 33,744 shares 33,744 $3.26M 0.37% +1,944 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT 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: 29,042 shares 29,042 $3.23M 0.36% new 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: 2,103 shares; 2024Q4: 2,335 shares; 2025Q1: 2,566 shares; 2025Q2: 2,629 shares; 2025Q3: 3,305 shares; 2025Q4: 3,381 shares; 2026Q1: 3,336 shares; 2026Q2: 3,284 shares 3,284 $3.07M 0.35% -52 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: 418 shares; 2024Q4: 408 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 4,215 shares; 2026Q1: 15,280 shares; 2026Q2: 30,632 shares 30,632 $3.04M 0.34% +15,352 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 985 shares; 2024Q4: 1,185 shares; 2025Q1: 4,485 shares; 2025Q2: 4,713 shares; 2025Q3: 4,765 shares; 2025Q4: 4,672 shares; 2026Q1: 4,129 shares; 2026Q2: 4,105 shares 4,105 $2.96M 0.33% -24 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: 4,837 shares; 2024Q4: 6,167 shares; 2025Q1: 6,262 shares; 2025Q2: 6,467 shares; 2025Q3: 6,485 shares; 2025Q4: 6,877 shares; 2026Q1: 7,137 shares; 2026Q2: 6,795 shares 6,795 $2.9M 0.33% -342 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,321 shares; 2024Q4: 8,865 shares; 2025Q1: 8,584 shares; 2025Q2: 8,333 shares; 2025Q3: 8,871 shares; 2025Q4: 9,026 shares; 2026Q1: 9,029 shares; 2026Q2: 10,629 shares 10,629 $2.87M 0.32% +1,600 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: 35,094 shares; 2024Q4: 39,729 shares; 2025Q1: 45,650 shares; 2025Q2: 51,301 shares; 2025Q3: 50,910 shares; 2025Q4: 51,574 shares; 2026Q1: 49,831 shares; 2026Q2: 49,888 shares 49,888 $2.84M 0.32% +57 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: 10,594 shares; 2024Q4: 10,675 shares; 2025Q1: 8,310 shares; 2025Q2: 7,666 shares; 2025Q3: 7,940 shares; 2025Q4: 8,441 shares; 2026Q1: 7,177 shares; 2026Q2: 6,828 shares 6,828 $2.84M 0.32% -349 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,618 shares; 2024Q4: 2,130 shares; 2025Q1: 2,172 shares; 2025Q2: 2,214 shares; 2025Q3: 2,219 shares; 2025Q4: 2,383 shares; 2026Q1: 2,372 shares; 2026Q2: 2,623 shares 2,623 $2.79M 0.31% +251 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,260 shares; 2024Q4: 9,252 shares; 2025Q1: 8,743 shares; 2025Q2: 8,723 shares; 2025Q3: 11,638 shares; 2025Q4: 11,734 shares; 2026Q1: 11,673 shares; 2026Q2: 11,304 shares 11,304 $2.78M 0.31% -369 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,102 shares; 2024Q4: 2,489 shares; 2025Q1: 2,474 shares; 2025Q2: 7,913 shares; 2025Q3: 7,759 shares; 2025Q4: 7,668 shares; 2026Q1: 6,912 shares; 2026Q2: 7,540 shares 7,540 $2.78M 0.31% +628 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: 6,814 shares; 2024Q4: 8,832 shares; 2025Q1: 8,782 shares; 2025Q2: 8,602 shares; 2025Q3: 8,562 shares; 2025Q4: 8,359 shares; 2026Q1: 7,960 shares; 2026Q2: 7,750 shares 7,750 $2.75M 0.31% -210 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: 27,454 shares; 2024Q4: 34,456 shares; 2025Q1: 32,978 shares; 2025Q2: 33,213 shares; 2025Q3: 32,516 shares; 2025Q4: 32,540 shares; 2026Q1: 31,236 shares; 2026Q2: 29,469 shares 29,469 $2.67M 0.3% -1,767 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: 21,250 shares; 2024Q4: 26,364 shares; 2025Q1: 25,760 shares; 2025Q2: 25,822 shares; 2025Q3: 25,087 shares; 2025Q4: 49,874 shares; 2026Q1: 49,229 shares; 2026Q2: 49,649 shares 49,649 $2.64M 0.3% +420 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,855 shares; 2024Q4: 15,215 shares; 2025Q1: 15,215 shares; 2025Q2: 15,440 shares; 2025Q3: 15,440 shares; 2025Q4: 17,970 shares; 2026Q1: 15,570 shares; 2026Q2: 15,570 shares 15,570 $2.43M 0.27% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,045 shares; 2024Q4: 26,409 shares; 2025Q1: 24,377 shares; 2025Q2: 24,024 shares; 2025Q3: 25,589 shares; 2025Q4: 28,542 shares; 2026Q1: 28,925 shares; 2026Q2: 32,566 shares 32,566 $2.42M 0.27% +3,641 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,215 shares; 2024Q4: 54,240 shares; 2025Q1: 53,275 shares; 2025Q2: 50,463 shares; 2025Q3: 48,028 shares; 2025Q4: 47,406 shares; 2026Q1: 44,229 shares; 2026Q2: 39,417 shares 39,417 $2.38M 0.27% -4,812 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: 1,265 shares; 2025Q3: 3,125 shares; 2025Q4: 3,092 shares; 2026Q1: 6,512 shares; 2026Q2: 6,962 shares 6,962 $2.34M 0.26% +450 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: 5,718 shares; 2024Q4: 29,362 shares; 2025Q1: 28,847 shares; 2025Q2: 28,797 shares; 2025Q3: 28,697 shares; 2025Q4: 28,766 shares; 2026Q1: 28,679 shares; 2026Q2: 27,913 shares 27,913 $2.33M 0.26% -766 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,397 shares; 2025Q2: 2,496 shares; 2025Q3: 2,410 shares; 2025Q4: 2,407 shares; 2026Q1: 2,415 shares; 2026Q2: 2,419 shares 2,419 $2.33M 0.26% +4 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: 12,099 shares; 2024Q4: 11,845 shares; 2025Q1: 11,734 shares; 2025Q2: 11,743 shares; 2025Q3: 11,327 shares; 2025Q4: 11,306 shares; 2026Q1: 11,120 shares; 2026Q2: 10,923 shares 10,923 $2.28M 0.26% -197 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: 774 shares; 2024Q4: 804 shares; 2025Q1: 529 shares; 2025Q2: 576 shares; 2025Q3: 836 shares; 2025Q4: 876 shares; 2026Q1: 891 shares; 2026Q2: 4,504 shares 4,504 $2.24M 0.25% +3,613 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: 4,264 shares; 2024Q4: 7,464 shares; 2025Q1: 7,507 shares; 2025Q2: 7,192 shares; 2025Q3: 7,189 shares; 2025Q4: 7,406 shares; 2026Q1: 7,133 shares; 2026Q2: 7,065 shares 7,065 $2.22M 0.25% -68 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,833 shares; 2024Q4: 5,833 shares; 2025Q1: 5,638 shares; 2025Q2: 5,634 shares; 2025Q3: 5,620 shares; 2025Q4: 5,479 shares; 2026Q1: 5,453 shares; 2026Q2: 5,094 shares 5,094 $2.17M 0.24% -359 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,070 shares; 2024Q4: 8,845 shares; 2025Q1: 8,873 shares; 2025Q2: 8,948 shares; 2025Q3: 8,948 shares; 2025Q4: 8,340 shares; 2026Q1: 7,546 shares; 2026Q2: 7,259 shares 7,259 $2.16M 0.24% -287 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,010 shares; 2024Q4: 53,892 shares; 2025Q1: 53,135 shares; 2025Q2: 53,085 shares; 2025Q3: 32,318 shares; 2025Q4: 31,002 shares; 2026Q1: 30,848 shares; 2026Q2: 30,063 shares 30,063 $2.16M 0.24% -785 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: 14,542 shares; 2024Q4: 17,564 shares; 2025Q1: 17,363 shares; 2025Q2: 16,932 shares; 2025Q3: 16,733 shares; 2025Q4: 17,531 shares; 2026Q1: 17,582 shares; 2026Q2: 17,479 shares 17,479 $2.15M 0.24% -103 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,277 shares; 2024Q4: 8,276 shares; 2025Q1: 6,837 shares; 2025Q2: 7,767 shares; 2025Q3: 7,777 shares; 2025Q4: 7,646 shares; 2026Q1: 7,323 shares; 2026Q2: 7,327 shares 7,327 $2.15M 0.24% +4 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: 14,368 shares; 2024Q4: 14,350 shares; 2025Q1: 14,581 shares; 2025Q2: 14,611 shares; 2025Q3: 10,691 shares; 2025Q4: 10,136 shares; 2026Q1: 8,500 shares; 2026Q2: 11,318 shares 11,318 $2.15M 0.24% +2,818 Timeline AVUV 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: 27,109 shares; 2024Q4: 26,538 shares; 2025Q1: 26,420 shares; 2025Q2: 23,259 shares; 2025Q3: 22,255 shares; 2025Q4: 20,715 shares; 2026Q1: 17,871 shares; 2026Q2: 17,134 shares 17,134 $2.14M 0.24% -737 Timeline JMTG 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: 52,221 shares; 2025Q4: 47,332 shares; 2026Q1: 44,920 shares; 2026Q2: 41,857 shares 41,857 $2.12M 0.24% -3,063 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,466 shares; 2024Q4: 4,096 shares; 2025Q1: 2,496 shares; 2025Q2: 3,496 shares; 2025Q3: 3,266 shares; 2025Q4: 3,241 shares; 2026Q1: 3,241 shares; 2026Q2: 3,194 shares 3,194 $2.05M 0.23% -47 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 4,831 shares; 2026Q1: 10,628 shares; 2026Q2: 11,735 shares 11,735 $2.04M 0.23% +1,107 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: 8,393 shares; 2024Q4: 10,553 shares; 2025Q1: 14,218 shares; 2025Q2: 14,639 shares; 2025Q3: 13,879 shares; 2025Q4: 16,719 shares; 2026Q1: 16,380 shares; 2026Q2: 14,427 shares 14,427 $2.02M 0.23% -1,953 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: 21,564 shares; 2024Q4: 26,280 shares; 2025Q1: 25,953 shares; 2025Q2: 24,681 shares; 2025Q3: 24,712 shares; 2025Q4: 23,157 shares; 2026Q1: 21,923 shares; 2026Q2: 20,930 shares 20,930 $2.01M 0.23% -993 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: 1,401 shares; 2024Q4: 2,995 shares; 2025Q1: 3,154 shares; 2025Q2: 3,146 shares; 2025Q3: 3,899 shares; 2025Q4: 10,012 shares; 2026Q1: 11,637 shares; 2026Q2: 10,480 shares 10,480 $2M 0.22% -1,157 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: 520 shares; 2024Q4: 618 shares; 2025Q1: 635 shares; 2025Q2: 633 shares; 2025Q3: 1,243 shares; 2025Q4: 1,594 shares; 2026Q1: 1,505 shares; 2026Q2: 1,685 shares 1,685 $1.98M 0.22% +180 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: 5 shares; 2026Q1: 475 shares; 2026Q2: 4,303 shares 4,303 $1.98M 0.22% +3,828 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: 7,131 shares; 2024Q4: 7,508 shares; 2025Q1: 7,543 shares; 2025Q2: 7,611 shares; 2025Q3: 7,624 shares; 2025Q4: 7,688 shares; 2026Q1: 7,375 shares; 2026Q2: 7,052 shares 7,052 $1.92M 0.22% -323 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: 1,517 shares; 2024Q4: 1,552 shares; 2025Q1: 2,262 shares; 2025Q2: 2,307 shares; 2025Q3: 2,034 shares; 2025Q4: 2,000 shares; 2026Q1: 1,949 shares; 2026Q2: 1,866 shares 1,866 $1.89M 0.21% -83 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,490 shares; 2024Q4: 2,590 shares; 2025Q1: 2,640 shares; 2025Q2: 2,615 shares; 2025Q3: 2,585 shares; 2025Q4: 2,732 shares; 2026Q1: 2,647 shares; 2026Q2: 2,602 shares 2,602 $1.86M 0.21% -45 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,263 shares; 2024Q4: 5,858 shares; 2025Q1: 5,693 shares; 2025Q2: 5,499 shares; 2025Q3: 5,674 shares; 2025Q4: 5,792 shares; 2026Q1: 6,050 shares; 2026Q2: 6,020 shares 6,020 $1.82M 0.21% -30 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,259 shares; 2024Q4: 21,047 shares; 2025Q1: 20,782 shares; 2025Q2: 21,764 shares; 2025Q3: 20,654 shares; 2025Q4: 18,463 shares; 2026Q1: 17,379 shares; 2026Q2: 16,456 shares 16,456 $1.77M 0.2% -923 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 242 shares; 2025Q4: 457 shares; 2026Q1: 790 shares; 2026Q2: 1,031 shares 1,031 $1.75M 0.2% +241 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: 3,811 shares; 2024Q4: 11,176 shares; 2025Q1: 10,936 shares; 2025Q2: 10,761 shares; 2025Q3: 11,511 shares; 2025Q4: 12,866 shares; 2026Q1: 17,711 shares; 2026Q2: 17,786 shares 17,786 $1.75M 0.2% +75 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: 2,014 shares; 2024Q4: 2,019 shares; 2025Q1: 1,959 shares; 2025Q2: 6,928 shares; 2025Q3: 7,468 shares; 2025Q4: 7,832 shares; 2026Q1: 7,857 shares; 2026Q2: 8,325 shares 8,325 $1.67M 0.19% +468 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: 100 shares; 2024Q4: 2,720 shares; 2025Q1: 12,715 shares; 2025Q2: 7,045 shares; 2025Q3: 7,045 shares; 2025Q4: 7,045 shares; 2026Q1: 6,945 shares; 2026Q2: 6,945 shares 6,945 $1.64M 0.18% 0 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: 19,716 shares; 2024Q4: 21,495 shares; 2025Q1: 22,767 shares; 2025Q2: 22,062 shares; 2025Q3: 20,936 shares; 2025Q4: 21,579 shares; 2026Q1: 21,504 shares; 2026Q2: 21,183 shares 21,183 $1.62M 0.18% -321 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: 21,546 shares; 2024Q4: 23,921 shares; 2025Q1: 15,146 shares; 2025Q2: 14,046 shares; 2025Q3: 13,971 shares; 2025Q4: 14,143 shares; 2026Q1: 13,571 shares; 2026Q2: 13,421 shares 13,421 $1.58M 0.18% -150 Timeline BSCV 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: 59,755 shares; 2024Q4: 65,614 shares; 2025Q1: 65,597 shares; 2025Q2: 68,340 shares; 2025Q3: 75,308 shares; 2025Q4: 76,281 shares; 2026Q1: 85,370 shares; 2026Q2: 94,920 shares 94,920 $1.56M 0.18% +9,550 Timeline BSCW 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: 47,806 shares; 2024Q4: 52,743 shares; 2025Q1: 52,727 shares; 2025Q2: 54,857 shares; 2025Q3: 60,436 shares; 2025Q4: 61,112 shares; 2026Q1: 68,074 shares; 2026Q2: 75,703 shares 75,703 $1.55M 0.17% +7,629 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: 20,327 shares; 2024Q4: 26,949 shares; 2025Q1: 26,375 shares; 2025Q2: 26,556 shares; 2025Q3: 30,431 shares; 2025Q4: 29,263 shares; 2026Q1: 28,079 shares; 2026Q2: 26,707 shares 26,707 $1.54M 0.17% -1,372 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: 3,181 shares; 2024Q4: 3,183 shares; 2025Q1: 3,136 shares; 2025Q2: 3,166 shares; 2025Q3: 2,979 shares; 2025Q4: 2,994 shares; 2026Q1: 2,994 shares; 2026Q2: 17,708 shares 17,708 $1.53M 0.17% +14,714 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: 8,735 shares; 2024Q4: 19,002 shares; 2025Q1: 17,950 shares; 2025Q2: 16,574 shares; 2025Q3: 17,569 shares; 2025Q4: 18,689 shares; 2026Q1: 20,439 shares; 2026Q2: 20,959 shares 20,959 $1.51M 0.17% +520 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: 70,456 shares; 2024Q4: 73,913 shares; 2025Q1: 69,308 shares; 2025Q2: 70,934 shares; 2025Q3: 69,043 shares; 2025Q4: 68,165 shares; 2026Q1: 64,402 shares; 2026Q2: 62,267 shares 62,267 $1.5M 0.17% -2,135 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: 2,559 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,568 shares; 2026Q1: 2,133 shares; 2026Q2: 1,998 shares 1,998 $1.44M 0.16% -135 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: 8,546 shares; 2024Q4: 8,296 shares; 2025Q1: 8,211 shares; 2025Q2: 9,933 shares; 2025Q3: 12,353 shares; 2025Q4: 14,018 shares; 2026Q1: 13,536 shares; 2026Q2: 8,582 shares 8,582 $1.44M 0.16% -4,954 Timeline BSCX 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: 30,458 shares; 2024Q4: 37,822 shares; 2025Q1: 37,819 shares; 2025Q2: 39,613 shares; 2025Q3: 44,949 shares; 2025Q4: 46,348 shares; 2026Q1: 57,828 shares; 2026Q2: 67,942 shares 67,942 $1.43M 0.16% +10,114 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,779 shares; 2024Q4: 2,767 shares; 2025Q1: 2,376 shares; 2025Q2: 2,215 shares; 2025Q3: 2,032 shares; 2025Q4: 1,831 shares; 2026Q1: 1,886 shares; 2026Q2: 1,863 shares 1,863 $1.42M 0.16% -23 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,939 shares; 2024Q4: 8,452 shares; 2025Q1: 8,694 shares; 2025Q2: 7,921 shares; 2025Q3: 7,346 shares; 2025Q4: 6,808 shares; 2026Q1: 6,789 shares; 2026Q2: 6,679 shares 6,679 $1.42M 0.16% -110 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: 3,578 shares; 2024Q4: 7,498 shares; 2025Q1: 7,123 shares; 2025Q2: 7,123 shares; 2025Q3: 7,108 shares; 2025Q4: 7,724 shares; 2026Q1: 7,759 shares; 2026Q2: 7,684 shares 7,684 $1.42M 0.16% -75 Timeline BSCU 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: 57,122 shares; 2024Q4: 62,745 shares; 2025Q1: 62,736 shares; 2025Q2: 64,421 shares; 2025Q3: 69,492 shares; 2025Q4: 70,090 shares; 2026Q1: 76,975 shares; 2026Q2: 84,827 shares 84,827 $1.41M 0.16% +7,852 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: 5,835 shares; 2024Q4: 4,275 shares; 2025Q1: 3,080 shares; 2025Q2: 2,440 shares; 2025Q3: 2,405 shares; 2025Q4: 2,360 shares; 2026Q1: 2,400 shares; 2026Q2: 2,085 shares 2,085 $1.37M 0.15% -315 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,081 shares; 2024Q4: 39,120 shares; 2025Q1: 37,875 shares; 2025Q2: 37,280 shares; 2025Q3: 37,187 shares; 2025Q4: 35,776 shares; 2026Q1: 35,651 shares; 2026Q2: 33,451 shares 33,451 $1.36M 0.15% -2,200 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: 12,016 shares; 2024Q4: 8,337 shares; 2025Q1: 6,192 shares; 2025Q2: 5,744 shares; 2025Q3: 6,082 shares; 2025Q4: 5,661 shares; 2026Q1: 5,238 shares; 2026Q2: 5,270 shares 5,270 $1.35M 0.15% +32 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: 1,903 shares; 2024Q4: 1,628 shares; 2025Q1: 1,657 shares; 2025Q2: 1,617 shares; 2025Q3: 1,901 shares; 2025Q4: 2,113 shares; 2026Q1: 2,122 shares; 2026Q2: 2,115 shares 2,115 $1.34M 0.15% -7 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: 7,546 shares; 2024Q4: 10,296 shares; 2025Q1: 9,011 shares; 2025Q2: 8,745 shares; 2025Q3: 8,745 shares; 2025Q4: 8,894 shares; 2026Q1: 8,353 shares; 2026Q2: 8,155 shares 8,155 $1.32M 0.15% -198 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: 35,650 shares; 2024Q4: 39,168 shares; 2025Q1: 37,611 shares; 2025Q2: 33,075 shares; 2025Q3: 28,025 shares; 2025Q4: 27,203 shares; 2026Q1: 26,528 shares; 2026Q2: 26,149 shares 26,149 $1.3M 0.15% -379 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: 3,162 shares; 2024Q4: 3,825 shares; 2025Q1: 3,047 shares; 2025Q2: 3,824 shares; 2025Q3: 3,564 shares; 2025Q4: 3,374 shares; 2026Q1: 3,097 shares; 2026Q2: 2,595 shares 2,595 $1.3M 0.15% -502 Timeline VCSH 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: 17,561 shares; 2024Q4: 17,441 shares; 2025Q1: 17,591 shares; 2025Q2: 17,895 shares; 2025Q3: 17,635 shares; 2025Q4: 17,635 shares; 2026Q1: 17,635 shares; 2026Q2: 16,405 shares 16,405 $1.3M 0.15% -1,230 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: 32,317 shares; 2024Q4: 41,237 shares; 2025Q1: 40,187 shares; 2025Q2: 40,612 shares; 2025Q3: 34,188 shares; 2025Q4: 32,550 shares; 2026Q1: 30,655 shares; 2026Q2: 30,505 shares 30,505 $1.29M 0.15% -150 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: 16,348 shares; 2024Q4: 17,488 shares; 2025Q1: 17,675 shares; 2025Q2: 17,505 shares; 2025Q3: 16,830 shares; 2025Q4: 16,800 shares; 2026Q1: 17,230 shares; 2026Q2: 15,583 shares 15,583 $1.29M 0.15% -1,647 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,660 shares; 2024Q4: 5,980 shares; 2025Q1: 7,416 shares; 2025Q2: 8,908 shares; 2025Q3: 9,239 shares; 2025Q4: 13,905 shares; 2026Q1: 15,012 shares; 2026Q2: 15,381 shares 15,381 $1.27M 0.14% +369 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 625 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 9,142 shares 9,142 $1.26M 0.14% +8,617 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: 8,040 shares; 2024Q4: 7,225 shares; 2025Q1: 6,731 shares; 2025Q2: 7,231 shares; 2025Q3: 12,029 shares; 2025Q4: 11,617 shares; 2026Q1: 11,597 shares; 2026Q2: 11,597 shares 11,597 $1.25M 0.14% 0 Timeline BSCT 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: 51,280 shares; 2024Q4: 54,274 shares; 2025Q1: 56,311 shares; 2025Q2: 57,260 shares; 2025Q3: 60,582 shares; 2025Q4: 60,442 shares; 2026Q1: 62,665 shares; 2026Q2: 67,186 shares 67,186 $1.25M 0.14% +4,521 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: 12,753 shares; 2024Q4: 12,439 shares; 2025Q1: 11,799 shares; 2025Q2: 12,131 shares; 2025Q3: 12,364 shares; 2025Q4: 12,502 shares; 2026Q1: 11,553 shares; 2026Q2: 7,956 shares 7,956 $1.25M 0.14% -3,597 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: 2,944 shares; 2024Q4: 9,382 shares; 2025Q1: 9,207 shares; 2025Q2: 9,207 shares; 2025Q3: 8,157 shares; 2025Q4: 8,235 shares; 2026Q1: 8,082 shares; 2026Q2: 7,882 shares 7,882 $1.24M 0.14% -200 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: 6,288 shares; 2024Q4: 6,098 shares; 2025Q1: 5,343 shares; 2025Q2: 5,308 shares; 2025Q3: 5,698 shares; 2025Q4: 5,604 shares; 2026Q1: 4,578 shares; 2026Q2: 4,533 shares 4,533 $1.23M 0.14% -45 Timeline BSCS 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: 47,618 shares; 2024Q4: 47,122 shares; 2025Q1: 49,059 shares; 2025Q2: 50,358 shares; 2025Q3: 53,395 shares; 2025Q4: 53,600 shares; 2026Q1: 56,190 shares; 2026Q2: 59,070 shares 59,070 $1.2M 0.14% +2,880 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: 6,479 shares; 2024Q4: 6,464 shares; 2025Q1: 6,324 shares; 2025Q2: 6,274 shares; 2025Q3: 4,329 shares; 2025Q4: 4,037 shares; 2026Q1: 3,845 shares; 2026Q2: 3,815 shares 3,815 $1.2M 0.14% -30 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,300 shares; 2025Q1: 2,325 shares; 2025Q2: 5,755 shares; 2025Q3: 6,070 shares; 2025Q4: 5,685 shares; 2026Q1: 5,090 shares; 2026Q2: 3,950 shares 3,950 $1.18M 0.13% -1,140 Timeline BSCR 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: 47,874 shares; 2024Q4: 47,105 shares; 2025Q1: 49,037 shares; 2025Q2: 50,644 shares; 2025Q3: 53,809 shares; 2025Q4: 54,025 shares; 2026Q1: 56,712 shares; 2026Q2: 59,723 shares 59,723 $1.17M 0.13% +3,011 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: 5,530 shares; 2024Q4: 5,345 shares; 2025Q1: 4,544 shares; 2025Q2: 4,344 shares; 2025Q3: 4,245 shares; 2025Q4: 4,240 shares; 2026Q1: 4,050 shares; 2026Q2: 4,050 shares 4,050 $1.14M 0.13% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 433 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 568 shares; 2026Q1: 468 shares; 2026Q2: 2,770 shares 2,770 $1.13M 0.13% +2,302 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: 21,640 shares; 2024Q4: 21,640 shares; 2025Q1: 21,640 shares; 2025Q2: 21,640 shares; 2025Q3: 23,845 shares; 2025Q4: 23,345 shares; 2026Q1: 25,131 shares; 2026Q2: 23,337 shares 23,337 $1.11M 0.12% -1,794 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,922 shares; 2026Q1: 15,697 shares; 2026Q2: 20,727 shares 20,727 $1.1M 0.12% +5,030 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: 5,955 shares; 2024Q4: 14,975 shares; 2025Q1: 14,906 shares; 2025Q2: 14,891 shares; 2025Q3: 14,471 shares; 2025Q4: 14,481 shares; 2026Q1: 14,306 shares; 2026Q2: 14,185 shares 14,185 $1.1M 0.12% -121 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,518 shares; 2024Q4: 9,573 shares; 2025Q1: 6,778 shares; 2025Q2: 6,665 shares; 2025Q3: 6,465 shares; 2025Q4: 6,274 shares; 2026Q1: 6,274 shares; 2026Q2: 6,249 shares 6,249 $1.08M 0.12% -25 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: 3,086 shares; 2024Q4: 3,256 shares; 2025Q1: 3,231 shares; 2025Q2: 3,269 shares; 2025Q3: 3,438 shares; 2025Q4: 3,448 shares; 2026Q1: 2,474 shares; 2026Q2: 2,101 shares 2,101 $1.07M 0.12% -373 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,889 shares; 2024Q4: 15,043 shares; 2025Q1: 14,243 shares; 2025Q2: 14,143 shares; 2025Q3: 13,893 shares; 2025Q4: 15,215 shares; 2026Q1: 14,898 shares; 2026Q2: 13,682 shares 13,682 $1.05M 0.12% -1,216 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: 5,622 shares; 2024Q4: 6,846 shares; 2025Q1: 6,939 shares; 2025Q2: 6,969 shares; 2025Q3: 6,440 shares; 2025Q4: 6,440 shares; 2026Q1: 6,304 shares; 2026Q2: 5,612 shares 5,612 $1.04M 0.12% -692 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,003 shares; 2025Q1: 3,868 shares; 2025Q2: 3,983 shares; 2025Q3: 4,318 shares; 2025Q4: 3,330 shares; 2026Q1: 18,000 shares; 2026Q2: 10,080 shares 10,080 $1.03M 0.12% -7,920 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: 3,010 shares; 2024Q4: 2,698 shares; 2025Q1: 2,360 shares; 2025Q2: 2,335 shares; 2025Q3: 3,166 shares; 2025Q4: 3,177 shares; 2026Q1: 2,716 shares; 2026Q2: 2,704 shares 2,704 $1.01M 0.11% -12 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,074 shares; 2024Q4: 16,508 shares; 2025Q1: 13,457 shares; 2025Q2: 12,831 shares; 2025Q3: 12,456 shares; 2025Q4: 11,876 shares; 2026Q1: 11,621 shares; 2026Q2: 10,426 shares 10,426 $1.01M 0.11% -1,195 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: 1,410 shares; 2024Q4: 2,960 shares; 2025Q1: 2,910 shares; 2025Q2: 2,905 shares; 2025Q3: 2,905 shares; 2025Q4: 2,823 shares; 2026Q1: 2,730 shares; 2026Q2: 2,730 shares 2,730 $989K 0.11% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,535 shares; 2026Q1: 4,021 shares; 2026Q2: 4,021 shares 4,021 $975K 0.11% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,449 shares; 2024Q4: 5,689 shares; 2025Q1: 7,114 shares; 2025Q2: 7,514 shares; 2025Q3: 7,219 shares; 2025Q4: 7,231 shares; 2026Q1: 7,166 shares; 2026Q2: 7,071 shares 7,071 $958K 0.11% -95 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,705 shares; 2024Q4: 4,261 shares; 2025Q1: 4,468 shares; 2025Q2: 5,048 shares; 2025Q3: 6,175 shares; 2025Q4: 5,386 shares; 2026Q1: 5,280 shares; 2026Q2: 5,167 shares 5,167 $908K 0.1% -113 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 4,750 shares 4,750 $907K 0.1% -750 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: 9,380 shares; 2024Q4: 12,905 shares; 2025Q1: 12,230 shares; 2025Q2: 13,135 shares; 2025Q3: 13,135 shares; 2025Q4: 13,135 shares; 2026Q1: 12,775 shares; 2026Q2: 12,565 shares 12,565 $895K 0.1% -210 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,237 shares; 2024Q4: 18,919 shares; 2025Q1: 13,594 shares; 2025Q2: 10,198 shares; 2025Q3: 10,198 shares; 2025Q4: 10,807 shares; 2026Q1: 10,807 shares; 2026Q2: 10,807 shares 10,807 $889K 0.1% 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: 15,196 shares; 2024Q4: 10,156 shares; 2025Q1: 9,294 shares; 2025Q2: 8,619 shares; 2025Q3: 9,701 shares; 2025Q4: 9,503 shares; 2026Q1: 8,948 shares; 2026Q2: 8,524 shares 8,524 $871K 0.1% -424 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,327 shares; 2024Q4: 13,687 shares; 2025Q1: 11,872 shares; 2025Q2: 11,092 shares; 2025Q3: 10,432 shares; 2025Q4: 10,187 shares; 2026Q1: 7,547 shares; 2026Q2: 6,600 shares 6,600 $862K 0.1% -947 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,828 shares; 2024Q4: 5,828 shares; 2025Q1: 5,828 shares; 2025Q2: 5,828 shares; 2025Q3: 5,828 shares; 2025Q4: 5,828 shares; 2026Q1: 5,828 shares; 2026Q2: 5,828 shares 5,828 $861K 0.1% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,808 shares; 2024Q4: 10,344 shares; 2025Q1: 10,445 shares; 2025Q2: 10,235 shares; 2025Q3: 9,565 shares; 2025Q4: 8,775 shares; 2026Q1: 8,432 shares; 2026Q2: 8,122 shares 8,122 $844K 0.1% -310 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: 16,430 shares; 2024Q4: 15,915 shares; 2025Q1: 14,855 shares; 2025Q2: 13,735 shares; 2025Q3: 10,639 shares; 2025Q4: 10,185 shares; 2026Q1: 9,560 shares; 2026Q2: 9,123 shares 9,123 $842K 0.09% -437 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: 2,979 shares; 2024Q4: 3,318 shares; 2025Q1: 3,100 shares; 2025Q2: 2,470 shares; 2025Q3: 2,274 shares; 2025Q4: 2,508 shares; 2026Q1: 2,461 shares; 2026Q2: 10,386 shares 10,386 $837K 0.09% +7,925 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745 shares; 2024Q4: 768 shares; 2025Q1: 813 shares; 2025Q2: 859 shares; 2025Q3: 1,406 shares; 2025Q4: 1,312 shares; 2026Q1: 1,272 shares; 2026Q2: 796 shares 796 $830K 0.09% -476 Timeline VGLT 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: 22,467 shares; 2024Q4: 33,598 shares; 2025Q1: 32,298 shares; 2025Q2: 36,642 shares; 2025Q3: 19,667 shares; 2025Q4: 16,639 shares; 2026Q1: 15,389 shares; 2026Q2: 14,789 shares 14,789 $816K 0.09% -600 Timeline BSCY 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: not reported; 2025Q1: not reported; 2025Q2: 3,389 shares; 2025Q3: 8,843 shares; 2025Q4: 11,869 shares; 2026Q1: 29,148 shares; 2026Q2: 39,461 shares 39,461 $815K 0.09% +10,313 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: 2,461 shares; 2024Q4: 5,363 shares; 2025Q1: 5,304 shares; 2025Q2: 5,279 shares; 2025Q3: 6,359 shares; 2025Q4: 6,334 shares; 2026Q1: 6,109 shares; 2026Q2: 5,029 shares 5,029 $804K 0.09% -1,080 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 3,845 shares; 2025Q1: 3,718 shares; 2025Q2: 3,703 shares; 2025Q3: 3,678 shares; 2025Q4: 2,675 shares; 2026Q1: 2,620 shares; 2026Q2: 2,515 shares 2,515 $788K 0.09% -105 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: 7,024 shares; 2024Q4: 6,786 shares; 2025Q1: 6,406 shares; 2025Q2: 6,536 shares; 2025Q3: 7,499 shares; 2025Q4: 7,145 shares; 2026Q1: 6,193 shares; 2026Q2: 6,324 shares 6,324 $787K 0.09% +131 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: 1,076 shares; 2024Q4: 1,068 shares; 2025Q1: 1,033 shares; 2025Q2: 1,876 shares; 2025Q3: 1,749 shares; 2025Q4: 2,054 shares; 2026Q1: 1,718 shares; 2026Q2: 1,642 shares 1,642 $784K 0.09% -76 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,145 shares; 2024Q4: 2,367 shares; 2025Q1: 2,367 shares; 2025Q2: 2,307 shares; 2025Q3: 2,307 shares; 2025Q4: 4,398 shares; 2026Q1: 3,507 shares; 2026Q2: 3,507 shares 3,507 $770K 0.09% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,448 shares; 2024Q4: 2,086 shares; 2025Q1: 1,968 shares; 2025Q2: 1,924 shares; 2025Q3: 1,899 shares; 2025Q4: 1,892 shares; 2026Q1: 1,930 shares; 2026Q2: 1,893 shares 1,893 $752K 0.08% -37 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,129 shares; 2024Q4: 16,290 shares; 2025Q1: 18,489 shares; 2025Q2: 19,046 shares; 2025Q3: 16,255 shares; 2025Q4: 11,420 shares; 2026Q1: 9,400 shares; 2026Q2: 8,350 shares 8,350 $748K 0.08% -1,050 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: 6,676 shares; 2024Q4: 6,261 shares; 2025Q1: 6,866 shares; 2025Q2: 6,876 shares; 2025Q3: 6,585 shares; 2025Q4: 6,333 shares; 2026Q1: 5,199 shares; 2026Q2: 3,853 shares 3,853 $734K 0.08% -1,346 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 2,433 shares; 2025Q1: 2,500 shares; 2025Q2: 2,520 shares; 2025Q3: 2,544 shares; 2025Q4: 2,684 shares; 2026Q1: 4,680 shares; 2026Q2: 4,620 shares 4,620 $733K 0.08% -60 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466 shares; 2024Q4: 576 shares; 2025Q1: 792 shares; 2025Q2: 787 shares; 2025Q3: 906 shares; 2025Q4: 902 shares; 2026Q1: 876 shares; 2026Q2: 1,262 shares 1,262 $728K 0.08% +386 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,152 shares; 2024Q4: 8,374 shares; 2025Q1: 8,239 shares; 2025Q2: 8,239 shares; 2025Q3: 8,239 shares; 2025Q4: 8,034 shares; 2026Q1: 9,484 shares; 2026Q2: 8,390 shares 8,390 $717K 0.08% -1,094 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: 5,767 shares; 2024Q4: 5,762 shares; 2025Q1: 5,833 shares; 2025Q2: 5,757 shares; 2025Q3: 5,642 shares; 2025Q4: 5,670 shares; 2026Q1: 5,560 shares; 2026Q2: 5,532 shares 5,532 $700K 0.08% -28 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,770 shares; 2025Q1: 1,667 shares; 2025Q2: 1,615 shares; 2025Q3: 1,603 shares; 2025Q4: 1,524 shares; 2026Q1: 1,138 shares; 2026Q2: 3,230 shares 3,230 $699K 0.08% +2,092 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,979 shares; 2024Q4: 6,864 shares; 2025Q1: 6,719 shares; 2025Q2: 6,647 shares; 2025Q3: 6,592 shares; 2025Q4: 6,282 shares; 2026Q1: 6,162 shares; 2026Q2: 6,032 shares 6,032 $691K 0.08% -130 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,160 shares; 2024Q4: 4,735 shares; 2025Q1: 3,585 shares; 2025Q2: 3,385 shares; 2025Q3: 3,260 shares; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares; 2026Q2: 2,795 shares 2,795 $686K 0.08% -225 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: 11,810 shares; 2024Q4: 7,724 shares; 2025Q1: 7,724 shares; 2025Q2: 7,724 shares; 2025Q3: 7,724 shares; 2025Q4: 7,749 shares; 2026Q1: 6,124 shares; 2026Q2: 5,399 shares 5,399 $682K 0.08% -725 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,555 shares; 2025Q1: 1,805 shares; 2025Q2: 1,363 shares; 2025Q3: 1,368 shares; 2025Q4: 1,418 shares; 2026Q1: 1,318 shares; 2026Q2: 2,725 shares 2,725 $681K 0.08% +1,407 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: 5,550 shares; 2024Q4: 5,300 shares; 2025Q1: 4,585 shares; 2025Q2: 3,996 shares; 2025Q3: 3,334 shares; 2025Q4: 3,300 shares; 2026Q1: 3,225 shares; 2026Q2: 5,663 shares 5,663 $661K 0.07% +2,438 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: 5,109 shares; 2024Q4: 5,109 shares; 2025Q1: 5,109 shares; 2025Q2: 5,109 shares; 2025Q3: 5,109 shares; 2025Q4: 5,266 shares; 2026Q1: 5,266 shares; 2026Q2: 5,266 shares 5,266 $655K 0.07% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,543 shares; 2024Q4: 7,793 shares; 2025Q1: 7,568 shares; 2025Q2: 7,460 shares; 2025Q3: 7,435 shares; 2025Q4: 7,463 shares; 2026Q1: 7,235 shares; 2026Q2: 7,135 shares 7,135 $654K 0.07% -100 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 2,737 shares; 2025Q1: 2,712 shares; 2025Q2: 2,712 shares; 2025Q3: 2,662 shares; 2025Q4: 2,663 shares; 2026Q1: 2,557 shares; 2026Q2: 2,557 shares 2,557 $654K 0.07% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,646 shares; 2024Q4: 5,646 shares; 2025Q1: 5,646 shares; 2025Q2: 5,646 shares; 2025Q3: 5,646 shares; 2025Q4: 5,646 shares; 2026Q1: 5,646 shares; 2026Q2: 5,646 shares 5,646 $649K 0.07% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 3,225 shares; 2025Q1: 3,225 shares; 2025Q2: 2,725 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $641K 0.07% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,243 shares; 2024Q4: 3,119 shares; 2025Q1: 2,660 shares; 2025Q2: 2,635 shares; 2025Q3: 2,635 shares; 2025Q4: 2,646 shares; 2026Q1: 2,543 shares; 2026Q2: 2,452 shares 2,452 $639K 0.07% -91 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: 183 shares; 2024Q4: 548 shares; 2025Q1: 953 shares; 2025Q2: 998 shares; 2025Q3: 1,083 shares; 2025Q4: 1,135 shares; 2026Q1: 2,270 shares; 2026Q2: 2,569 shares 2,569 $638K 0.07% +299 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: 1,800 shares; 2024Q4: 3,104 shares; 2025Q1: 2,493 shares; 2025Q2: 2,403 shares; 2025Q3: 2,548 shares; 2025Q4: 1,791 shares; 2026Q1: 1,589 shares; 2026Q2: 1,589 shares 1,589 $631K 0.07% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,859 shares; 2024Q4: 3,329 shares; 2025Q1: 2,858 shares; 2025Q2: 4,061 shares; 2025Q3: 4,061 shares; 2025Q4: 3,328 shares; 2026Q1: 15,235 shares; 2026Q2: 15,125 shares 15,125 $621K 0.07% -110 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: 1,410 shares; 2024Q4: 4,344 shares; 2025Q1: 4,344 shares; 2025Q2: 4,344 shares; 2025Q3: 4,344 shares; 2025Q4: 4,313 shares; 2026Q1: 4,288 shares; 2026Q2: 4,250 shares 4,250 $608K 0.07% -38 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: 1,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,302 shares; 2025Q2: 3,302 shares; 2025Q3: 3,502 shares; 2025Q4: 3,302 shares; 2026Q1: 3,302 shares; 2026Q2: 2,565 shares 2,565 $607K 0.07% -737 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,200 shares; 2025Q4: 7,825 shares; 2026Q1: 7,630 shares; 2026Q2: 6,595 shares 6,595 $601K 0.07% -1,035 Timeline BSCZ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,545 shares; 2026Q2: 29,023 shares 29,023 $594K 0.07% +11,478 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,625 shares; 2024Q4: 8,554 shares; 2025Q1: 10,569 shares; 2025Q2: 10,394 shares; 2025Q3: 14,069 shares; 2025Q4: 8,929 shares; 2026Q1: 8,119 shares; 2026Q2: 6,829 shares 6,829 $592K 0.07% -1,290 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,075 shares; 2024Q4: 2,975 shares; 2025Q1: 3,210 shares; 2025Q2: 3,428 shares; 2025Q3: 3,493 shares; 2025Q4: 2,795 shares; 2026Q1: 2,728 shares; 2026Q2: 2,473 shares 2,473 $588K 0.07% -255 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: 840 shares; 2024Q4: 2,415 shares; 2025Q1: 2,348 shares; 2025Q2: 2,348 shares; 2025Q3: 2,348 shares; 2025Q4: 2,355 shares; 2026Q1: 2,583 shares; 2026Q2: 3,303 shares 3,303 $580K 0.07% +720 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,129 shares; 2024Q4: 2,086 shares; 2025Q1: 1,213 shares; 2025Q2: 1,253 shares; 2025Q3: 1,253 shares; 2025Q4: 1,217 shares; 2026Q1: 1,149 shares; 2026Q2: 1,116 shares 1,116 $579K 0.07% -33 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,233 shares; 2024Q4: 2,383 shares; 2025Q1: 2,306 shares; 2025Q2: 2,146 shares; 2025Q3: 2,296 shares; 2025Q4: 2,296 shares; 2026Q1: 2,296 shares; 2026Q2: 2,296 shares 2,296 $579K 0.07% 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: 2,653 shares; 2024Q4: 2,811 shares; 2025Q1: 2,764 shares; 2025Q2: 2,874 shares; 2025Q3: 2,836 shares; 2025Q4: 2,834 shares; 2026Q1: 2,804 shares; 2026Q2: 1,640 shares 1,640 $565K 0.06% -1,164 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: 808 shares; 2024Q4: 958 shares; 2025Q1: 954 shares; 2025Q2: 1,133 shares; 2025Q3: 1,256 shares; 2025Q4: 1,281 shares; 2026Q1: 1,330 shares; 2026Q2: 1,387 shares 1,387 $552K 0.06% +57 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,313 shares; 2024Q4: 40,062 shares; 2025Q1: 34,422 shares; 2025Q2: 29,922 shares; 2025Q3: 28,704 shares; 2025Q4: 25,219 shares; 2026Q1: 23,294 shares; 2026Q2: 17,794 shares 17,794 $543K 0.06% -5,500 Timeline BSCQ 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: 24,132 shares; 2024Q4: 25,576 shares; 2025Q1: 27,630 shares; 2025Q2: 28,668 shares; 2025Q3: 30,646 shares; 2025Q4: 30,011 shares; 2026Q1: 27,712 shares; 2026Q2: 27,413 shares 27,413 $535K 0.06% -299 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,060 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,366 shares; 2025Q4: 1,104 shares; 2026Q1: 900 shares; 2026Q2: 6,602 shares 6,602 $499K 0.06% +5,702 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: 405 shares; 2024Q4: 7,970 shares; 2025Q1: 7,970 shares; 2025Q2: 8,970 shares; 2025Q3: 17,786 shares; 2025Q4: 14,874 shares; 2026Q1: 13,786 shares; 2026Q2: 13,486 shares 13,486 $498K 0.06% -300 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: 1,566 shares; 2024Q4: 3,314 shares; 2025Q1: 3,451 shares; 2025Q2: 3,441 shares; 2025Q3: 3,241 shares; 2025Q4: 3,255 shares; 2026Q1: 3,241 shares; 2026Q2: 2,938 shares 2,938 $497K 0.06% -303 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: 50,065 shares; 2024Q4: 47,133 shares; 2025Q1: 46,065 shares; 2025Q2: 65,220 shares; 2025Q3: 56,490 shares; 2025Q4: 56,465 shares; 2026Q1: 35,630 shares; 2026Q2: 35,630 shares 35,630 $495K 0.06% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD 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: 12,950 shares; 2026Q2: 12,950 shares 12,950 $495K 0.06% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,072 shares; 2024Q4: 28,959 shares; 2025Q1: 28,259 shares; 2025Q2: 26,209 shares; 2025Q3: 25,909 shares; 2025Q4: 18,659 shares; 2026Q1: 18,979 shares; 2026Q2: 18,544 shares 18,544 $494K 0.06% -435 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: 22,010 shares; 2024Q4: 22,770 shares; 2025Q1: 17,329 shares; 2025Q2: 15,231 shares; 2025Q3: 10,899 shares; 2025Q4: 9,355 shares; 2026Q1: 9,180 shares; 2026Q2: 10,629 shares 10,629 $494K 0.06% +1,449 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 1,106 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares; 2025Q4: 1,087 shares; 2026Q1: 1,072 shares; 2026Q2: 1,066 shares 1,066 $489K 0.06% -6 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 737 shares; 2025Q3: 1,037 shares; 2025Q4: 1,137 shares; 2026Q1: 1,175 shares; 2026Q2: 1,215 shares 1,215 $479K 0.05% +40 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: 8,027 shares; 2026Q2: 7,850 shares 7,850 $472K 0.05% -177 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,179 shares; 2024Q4: 4,554 shares; 2025Q1: 4,509 shares; 2025Q2: 4,463 shares; 2025Q3: 4,323 shares; 2025Q4: 4,323 shares; 2026Q1: 4,323 shares; 2026Q2: 4,323 shares 4,323 $472K 0.05% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,232 shares; 2024Q4: 2,157 shares; 2025Q1: 1,961 shares; 2025Q2: 1,717 shares; 2025Q3: 1,677 shares; 2025Q4: 1,662 shares; 2026Q1: 1,587 shares; 2026Q2: 1,373 shares 1,373 $468K 0.05% -214 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: 5,029 shares; 2024Q4: 10,819 shares; 2025Q1: 10,824 shares; 2025Q2: 9,663 shares; 2025Q3: 9,823 shares; 2025Q4: 9,723 shares; 2026Q1: 10,078 shares; 2026Q2: 10,228 shares 10,228 $450K 0.05% +150 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: 9,672 shares; 2024Q4: 10,597 shares; 2025Q1: 10,498 shares; 2025Q2: 10,167 shares; 2025Q3: 11,642 shares; 2025Q4: 11,293 shares; 2026Q1: 8,756 shares; 2026Q2: 7,756 shares 7,756 $447K 0.05% -1,000 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,760 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,760 shares; 2025Q3: 3,760 shares; 2025Q4: 3,760 shares; 2026Q1: 3,760 shares; 2026Q2: 3,760 shares 3,760 $442K 0.05% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,640 shares; 2024Q4: 4,550 shares; 2025Q1: 4,550 shares; 2025Q2: 4,523 shares; 2025Q3: 5,018 shares; 2025Q4: 6,140 shares; 2026Q1: 6,125 shares; 2026Q2: 5,582 shares 5,582 $430K 0.05% -543 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: 6,741 shares; 2024Q4: 6,492 shares; 2025Q1: 5,991 shares; 2025Q2: 6,091 shares; 2025Q3: 7,610 shares; 2025Q4: 7,810 shares; 2026Q1: 7,945 shares; 2026Q2: 7,995 shares 7,995 $429K 0.05% +50 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445 shares; 2024Q4: 539 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 574 shares; 2025Q4: 1,415 shares; 2026Q1: 1,446 shares; 2026Q2: 1,483 shares 1,483 $409K 0.05% +37 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,270 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 4,257 shares; 2026Q1: 4,200 shares; 2026Q2: 4,264 shares 4,264 $408K 0.05% +64 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 6,150 shares; 2026Q2: 4,490 shares 4,490 $397K 0.04% -1,660 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: 9,987 shares; 2024Q4: 8,127 shares; 2025Q1: 7,674 shares; 2025Q2: 7,674 shares; 2025Q3: 3,354 shares; 2025Q4: 3,321 shares; 2026Q1: 3,804 shares; 2026Q2: 3,752 shares 3,752 $388K 0.04% -52 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,041 shares; 2024Q4: 6,724 shares; 2025Q1: 5,342 shares; 2025Q2: 4,941 shares; 2025Q3: 5,060 shares; 2025Q4: 4,445 shares; 2026Q1: 3,328 shares; 2026Q2: 2,370 shares 2,370 $388K 0.04% -958 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: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: not reported; 2026Q1: 6,985 shares; 2026Q2: 7,610 shares 7,610 $384K 0.04% +625 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,060 shares; 2026Q1: 910 shares; 2026Q2: 885 shares 885 $383K 0.04% -25 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: 48 shares; 2024Q4: 273 shares; 2025Q1: 303 shares; 2025Q2: 340 shares; 2025Q3: 5,790 shares; 2025Q4: 6,797 shares; 2026Q1: 9,252 shares; 2026Q2: 8,905 shares 8,905 $380K 0.04% -347 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834 shares; 2024Q4: 2,034 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,269 shares; 2026Q1: 2,104 shares; 2026Q2: 2,104 shares 2,104 $378K 0.04% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,226 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $373K 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 5,188 shares; 2025Q1: 5,088 shares; 2025Q2: 5,088 shares; 2025Q3: 5,088 shares; 2025Q4: 5,125 shares; 2026Q1: 4,873 shares; 2026Q2: 4,763 shares 4,763 $373K 0.04% -110 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: 1,303 shares; 2024Q4: 1,359 shares; 2025Q1: 946 shares; 2025Q2: 971 shares; 2025Q3: 1,099 shares; 2025Q4: 1,046 shares; 2026Q1: 1,038 shares; 2026Q2: 959 shares 959 $371K 0.04% -79 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,368 shares; 2024Q4: 2,368 shares; 2025Q1: 2,368 shares; 2025Q2: 2,368 shares; 2025Q3: 2,472 shares; 2025Q4: 2,444 shares; 2026Q1: 2,597 shares; 2026Q2: 2,509 shares 2,509 $367K 0.04% -88 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: 19,596 shares; 2024Q4: 20,862 shares; 2025Q1: 7,597 shares; 2025Q2: 8,599 shares; 2025Q3: 8,295 shares; 2025Q4: 8,270 shares; 2026Q1: 7,030 shares; 2026Q2: 6,830 shares 6,830 $367K 0.04% -200 Timeline XNTK 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: 915 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 915 shares 915 $357K 0.04% 0 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: 2,365 shares; 2024Q4: 2,335 shares; 2025Q1: 2,367 shares; 2025Q2: 2,394 shares; 2025Q3: 2,378 shares; 2025Q4: 1,056 shares; 2026Q1: 846 shares; 2026Q2: 839 shares 839 $353K 0.04% -7 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624 shares; 2024Q4: 1,544 shares; 2025Q1: 1,544 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,585 shares; 2026Q2: 1,585 shares 1,585 $351K 0.04% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 769 shares; 2026Q1: 775 shares; 2026Q2: 750 shares 750 $340K 0.04% -25 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $330K 0.04% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,289 shares; 2024Q4: 1,285 shares; 2025Q1: 4,961 shares; 2025Q2: 3,122 shares; 2025Q3: 3,192 shares; 2025Q4: 6,159 shares; 2026Q1: 6,169 shares; 2026Q2: 6,489 shares 6,489 $330K 0.04% +320 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720 shares; 2024Q4: 4,243 shares; 2025Q1: 4,183 shares; 2025Q2: 4,183 shares; 2025Q3: 4,175 shares; 2025Q4: 4,115 shares; 2026Q1: 4,090 shares; 2026Q2: 4,074 shares 4,074 $327K 0.04% -16 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: 212 shares; 2024Q4: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares; 2026Q1: 1,387 shares; 2026Q2: 1,387 shares 1,387 $315K 0.04% 0 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: 6,096 shares; 2024Q4: 6,096 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares; 2025Q3: 6,096 shares; 2025Q4: 6,096 shares; 2026Q1: 6,096 shares; 2026Q2: 6,096 shares 6,096 $307K 0.03% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,868 shares; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,753 shares; 2025Q4: 1,769 shares; 2026Q1: 1,769 shares; 2026Q2: 1,769 shares 1,769 $301K 0.03% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355 shares; 2024Q4: 339 shares; 2025Q1: 344 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 291 shares; 2026Q2: 2,328 shares 2,328 $278K 0.03% +2,037 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,474 shares; 2024Q4: 1,701 shares; 2025Q1: 1,703 shares; 2025Q2: 1,598 shares; 2025Q3: 1,529 shares; 2025Q4: 1,904 shares; 2026Q1: 1,897 shares; 2026Q2: 1,850 shares 1,850 $274K 0.03% -47 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: 1,015 shares; 2024Q4: 990 shares; 2025Q1: 965 shares; 2025Q2: 925 shares; 2025Q3: 900 shares; 2025Q4: 876 shares; 2026Q1: 826 shares; 2026Q2: 810 shares 810 $274K 0.03% -16 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,257 shares; 2024Q4: 6,257 shares; 2025Q1: 4,957 shares; 2025Q2: 4,900 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares; 2026Q2: 4,900 shares 4,900 $272K 0.03% 0 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: 1,718 shares; 2024Q4: 1,718 shares; 2025Q1: 1,718 shares; 2025Q2: 1,718 shares; 2025Q3: 1,728 shares; 2025Q4: 1,798 shares; 2026Q1: 1,843 shares; 2026Q2: 1,843 shares 1,843 $269K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 1,990 shares; 2025Q1: 1,970 shares; 2025Q2: 1,970 shares; 2025Q3: 1,970 shares; 2025Q4: 1,992 shares; 2026Q1: 1,967 shares; 2026Q2: 1,965 shares 1,965 $269K 0.03% -2 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,414 shares; 2024Q4: 4,414 shares; 2025Q1: 4,739 shares; 2025Q2: 4,514 shares; 2025Q3: 11,149 shares; 2025Q4: 9,087 shares; 2026Q1: 7,899 shares; 2026Q2: 8,324 shares 8,324 $266K 0.03% +425 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: 2,311 shares; 2024Q4: 2,206 shares; 2025Q1: 2,041 shares; 2025Q2: 2,271 shares; 2025Q3: 13,131 shares; 2025Q4: 10,703 shares; 2026Q1: 15,575 shares; 2026Q2: 5,375 shares 5,375 $264K 0.03% -10,200 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,198 shares; 2024Q4: 10,973 shares; 2025Q1: 10,373 shares; 2025Q2: 10,373 shares; 2025Q3: 14,762 shares; 2025Q4: 14,815 shares; 2026Q1: 13,585 shares; 2026Q2: 12,546 shares 12,546 $260K 0.03% -1,039 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,939 shares; 2024Q4: 2,939 shares; 2025Q1: 2,939 shares; 2025Q2: 2,939 shares; 2025Q3: 3,439 shares; 2025Q4: 3,089 shares; 2026Q1: 3,089 shares; 2026Q2: 3,089 shares 3,089 $259K 0.03% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155 shares; 2024Q4: 3,931 shares; 2025Q1: 2,776 shares; 2025Q2: 2,876 shares; 2025Q3: 2,876 shares; 2025Q4: 2,900 shares; 2026Q1: 2,876 shares; 2026Q2: 2,776 shares 2,776 $257K 0.03% -100 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: 2,473 shares; 2024Q4: 2,586 shares; 2025Q1: 2,397 shares; 2025Q2: 2,513 shares; 2025Q3: 2,693 shares; 2025Q4: 5,352 shares; 2026Q1: 5,292 shares; 2026Q2: 5,672 shares 5,672 $257K 0.03% +380 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: 4,206 shares; 2024Q4: 4,206 shares; 2025Q1: 3,956 shares; 2025Q2: 3,806 shares; 2025Q3: 3,806 shares; 2025Q4: 3,840 shares; 2026Q1: 3,481 shares; 2026Q2: 3,481 shares 3,481 $255K 0.03% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares; 2026Q2: 1,820 shares 1,820 $249K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,981 shares; 2024Q4: 5,076 shares; 2025Q1: 5,076 shares; 2025Q2: 5,076 shares; 2025Q3: 4,584 shares; 2025Q4: 4,584 shares; 2026Q1: 4,584 shares; 2026Q2: 4,584 shares 4,584 $248K 0.03% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,475 shares; 2025Q4: 1,475 shares; 2026Q1: 2,075 shares; 2026Q2: 2,075 shares 2,075 $247K 0.03% 0 Timeline SPSM 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: 4,233 shares; 2024Q4: 4,233 shares; 2025Q1: 4,233 shares; 2025Q2: 4,233 shares; 2025Q3: 4,233 shares; 2025Q4: 4,233 shares; 2026Q1: 4,233 shares; 2026Q2: 4,233 shares 4,233 $244K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 948 shares; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948 $242K 0.03% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 406 shares; 2025Q1: 580 shares; 2025Q2: 570 shares; 2025Q3: 1,110 shares; 2025Q4: 1,204 shares; 2026Q1: 1,225 shares; 2026Q2: 1,245 shares 1,245 $241K 0.03% +20 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180 shares 180 $240K 0.03% 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: 5,075 shares; 2025Q1: 5,100 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,766 shares; 2026Q1: 4,766 shares; 2026Q2: 4,766 shares 4,766 $236K 0.03% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,590 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550 $231K 0.03% 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: 1,132 shares; 2024Q4: 2,107 shares; 2025Q1: 2,107 shares; 2025Q2: 2,107 shares; 2025Q3: 2,107 shares; 2025Q4: 4,482 shares; 2026Q1: 3,807 shares; 2026Q2: 3,807 shares 3,807 $227K 0.03% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,244 shares; 2024Q4: 3,244 shares; 2025Q1: 1,721 shares; 2025Q2: 1,538 shares; 2025Q3: 1,538 shares; 2025Q4: 1,538 shares; 2026Q1: 1,463 shares; 2026Q2: 1,378 shares 1,378 $227K 0.03% -85 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares; 2026Q2: 1,331 shares 1,331 $219K 0.02% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,124 shares; 2024Q4: 2,199 shares; 2025Q1: 2,199 shares; 2025Q2: 2,199 shares; 2025Q3: 2,199 shares; 2025Q4: 2,239 shares; 2026Q1: 2,239 shares; 2026Q2: 2,239 shares 2,239 $215K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,590 shares; 2024Q4: 1,716 shares; 2025Q1: 1,017 shares; 2025Q2: 1,017 shares; 2025Q3: 1,067 shares; 2025Q4: 1,989 shares; 2026Q1: 1,871 shares; 2026Q2: 1,826 shares 1,826 $214K 0.02% -45 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,275 shares; 2025Q1: 1,235 shares; 2025Q2: 1,300 shares; 2025Q3: 1,245 shares; 2025Q4: 1,230 shares; 2026Q1: 1,170 shares; 2026Q2: 1,175 shares 1,175 $211K 0.02% +5 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: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 489 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $208K 0.02% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 216 shares; 2025Q1: 231 shares; 2025Q2: 286 shares; 2025Q3: 308 shares; 2025Q4: 315 shares; 2026Q1: 310 shares; 2026Q2: 332 shares 332 $207K 0.02% +22 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: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,850 shares; 2026Q2: 1,800 shares 1,800 $206K 0.02% -50 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: 2,795 shares; 2024Q4: 2,795 shares; 2025Q1: 2,795 shares; 2025Q2: 2,795 shares; 2025Q3: 2,865 shares; 2025Q4: 2,865 shares; 2026Q1: 2,795 shares; 2026Q2: 2,795 shares 2,795 $204K 0.02% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 2,925 shares; 2025Q1: 2,925 shares; 2025Q2: 2,675 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares; 2026Q1: 2,675 shares; 2026Q2: 2,675 shares 2,675 $203K 0.02% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,615 shares; 2024Q4: 6,615 shares; 2025Q1: 5,330 shares; 2025Q2: 5,170 shares; 2025Q3: 5,020 shares; 2025Q4: 3,405 shares; 2026Q1: 3,405 shares; 2026Q2: 3,130 shares 3,130 $201K 0.02% -275 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: 2,670 shares; 2025Q4: 2,670 shares; 2026Q1: 2,665 shares; 2026Q2: 2,665 shares 2,665 $199K 0.02% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 293 shares; 2026Q1: 265 shares; 2026Q2: 228 shares 228 $189K 0.02% -37 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,206 shares; 2024Q4: 11,120 shares; 2025Q1: 8,645 shares; 2025Q2: 8,645 shares; 2025Q3: 11,613 shares; 2025Q4: 8,813 shares; 2026Q1: 7,095 shares; 2026Q2: 7,095 shares 7,095 $184K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,875 shares; 2024Q4: 3,375 shares; 2025Q1: 2,475 shares; 2025Q2: 2,400 shares; 2025Q3: 1,550 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 1,190 shares 1,190 $183K 0.02% -235 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: 2,310 shares; 2024Q4: 2,220 shares; 2025Q1: 1,700 shares; 2025Q2: 1,675 shares; 2025Q3: 1,485 shares; 2025Q4: 1,470 shares; 2026Q1: 1,425 shares; 2026Q2: 1,405 shares 1,405 $182K 0.02% -20 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226 shares; 2024Q4: 3,252 shares; 2025Q1: 3,060 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,420 shares; 2026Q1: 2,370 shares; 2026Q2: 1,796 shares 1,796 $178K 0.02% -574 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: 600 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 616 shares; 2026Q1: 650 shares; 2026Q2: 600 shares 600 $167K 0.02% -50 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,009 shares; 2024Q4: 12,772 shares; 2025Q1: 12,468 shares; 2025Q2: 12,468 shares; 2025Q3: 11,150 shares; 2025Q4: 8,237 shares; 2026Q1: 7,689 shares; 2026Q2: 7,324 shares 7,324 $167K 0.02% -365 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 4,003 shares; 2025Q1: 4,003 shares; 2025Q2: 4,003 shares; 2025Q3: 4,003 shares; 2025Q4: 4,003 shares; 2026Q1: 4,103 shares; 2026Q2: 4,103 shares 4,103 $162K 0.02% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580 shares; 2024Q4: 3,580 shares; 2025Q1: 3,455 shares; 2025Q2: 3,455 shares; 2025Q3: 4,559 shares; 2025Q4: 5,828 shares; 2026Q1: 5,828 shares; 2026Q2: 5,828 shares 5,828 $159K 0.02% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $157K 0.02% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,650 shares; 2026Q1: 1,550 shares; 2026Q2: 1,400 shares 1,400 $156K 0.02% -150 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 679 shares; 2026Q1: 725 shares; 2026Q2: 650 shares 650 $155K 0.02% -75 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: 4,250 shares; 2024Q4: 4,580 shares; 2025Q1: 3,819 shares; 2025Q2: 3,744 shares; 2025Q3: 3,069 shares; 2025Q4: 3,162 shares; 2026Q1: 3,034 shares; 2026Q2: 3,735 shares 3,735 $154K 0.02% +701 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,415 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares; 2026Q2: 2,080 shares 2,080 $152K 0.02% -335 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,834 shares; 2024Q4: 3,557 shares; 2025Q1: 3,173 shares; 2025Q2: 3,112 shares; 2025Q3: 3,387 shares; 2025Q4: 2,986 shares; 2026Q1: 2,846 shares; 2026Q2: 1,153 shares 1,153 $152K 0.02% -1,693 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: 463 shares; 2024Q4: 463 shares; 2025Q1: 463 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 412 shares 412 $151K 0.02% -35 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 55 shares; 2025Q3: 66 shares; 2025Q4: 256 shares; 2026Q1: 337 shares; 2026Q2: 337 shares 337 $150K 0.02% 0 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: 925 shares; 2024Q4: 977 shares; 2025Q1: 1,417 shares; 2025Q2: 1,417 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,365 shares; 2026Q2: 1,365 shares 1,365 $145K 0.02% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,890 shares; 2024Q4: 6,640 shares; 2025Q1: 5,890 shares; 2025Q2: 5,890 shares; 2025Q3: 5,840 shares; 2025Q4: 5,840 shares; 2026Q1: 3,940 shares; 2026Q2: 3,760 shares 3,760 $143K 0.02% -180 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,876 shares; 2024Q4: 1,876 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 1,876 shares; 2026Q1: 1,876 shares; 2026Q2: 1,876 shares 1,876 $143K 0.02% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 4,430 shares; 2026Q1: 3,455 shares; 2026Q2: 3,330 shares 3,330 $141K 0.02% -125 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 907 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $141K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares; 2025Q2: 3,515 shares; 2025Q3: 3,665 shares; 2025Q4: 2,720 shares; 2026Q1: 2,620 shares; 2026Q2: 2,620 shares 2,620 $140K 0.02% 0 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: 5,654 shares; 2024Q4: 3,574 shares; 2025Q1: 2,974 shares; 2025Q2: 2,742 shares; 2025Q3: 2,392 shares; 2025Q4: 2,292 shares; 2026Q1: 2,292 shares; 2026Q2: 1,835 shares 1,835 $138K 0.02% -457 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: 1,799 shares; 2024Q4: 1,780 shares; 2025Q1: 1,605 shares; 2025Q2: 1,605 shares; 2025Q3: 1,705 shares; 2025Q4: 1,775 shares; 2026Q1: 1,740 shares; 2026Q2: 1,656 shares 1,656 $138K 0.02% -84 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: 265 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 87 shares; 2026Q1: 65 shares; 2026Q2: 450 shares 450 $136K 0.02% +385 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 1,876 shares; 2026Q1: 1,776 shares; 2026Q2: 1,776 shares 1,776 $135K 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,155 shares; 2024Q4: 1,135 shares; 2025Q1: 3,905 shares; 2025Q2: 3,905 shares; 2025Q3: 3,830 shares; 2025Q4: 3,290 shares; 2026Q1: 1,085 shares; 2026Q2: 1,085 shares 1,085 $132K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,536 shares; 2024Q4: 1,300 shares; 2025Q1: 1,236 shares; 2025Q2: 1,236 shares; 2025Q3: 1,236 shares; 2025Q4: 1,200 shares; 2026Q1: 1,150 shares; 2026Q2: 1,000 shares 1,000 $132K 0.01% -150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,159 shares; 2026Q1: 2,159 shares; 2026Q2: 2,159 shares 2,159 $131K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares; 2026Q1: 1,371 shares; 2026Q2: 1,371 shares 1,371 $131K 0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 948 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 948 shares; 2025Q4: 948 shares; 2026Q1: 948 shares; 2026Q2: 948 shares 948 $124K 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: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $123K 0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 180 shares; 2026Q2: 1,280 shares 1,280 $123K 0.01% +1,100 Timeline 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: 13,290 shares; 2024Q4: 13,290 shares; 2025Q1: 12,790 shares; 2025Q2: 12,790 shares; 2025Q3: 12,727 shares; 2025Q4: 2,157 shares; 2026Q1: 2,157 shares; 2026Q2: 2,157 shares 2,157 $122K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192 shares; 2024Q4: 1,417 shares; 2025Q1: 1,417 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares 1,423 $121K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469 shares; 2024Q4: 434 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 344 shares; 2025Q4: 329 shares; 2026Q1: 320 shares; 2026Q2: 290 shares 290 $120K 0.01% -30 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 824 shares; 2026Q1: 759 shares; 2026Q2: 679 shares 679 $120K 0.01% -80 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,746 shares; 2024Q4: 2,176 shares; 2025Q1: 2,176 shares; 2025Q2: 2,176 shares; 2025Q3: 1,926 shares; 2025Q4: 1,979 shares; 2026Q1: 1,926 shares; 2026Q2: 1,701 shares 1,701 $116K 0.01% -225 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,327 shares; 2026Q1: 1,299 shares; 2026Q2: 1,299 shares 1,299 $115K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,925 shares; 2024Q4: 6,925 shares; 2025Q1: 6,725 shares; 2025Q2: 6,725 shares; 2025Q3: 6,725 shares; 2025Q4: 6,725 shares; 2026Q1: 5,775 shares; 2026Q2: 3,125 shares 3,125 $115K 0.01% -2,650 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 720 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 580 shares; 2026Q2: 555 shares 555 $114K 0.01% -25 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 236 shares; 2026Q1: 236 shares; 2026Q2: 230 shares 230 $114K 0.01% -6 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR 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 $114K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 2,018 shares; 2025Q1: 1,985 shares; 2025Q2: 1,980 shares; 2025Q3: 1,805 shares; 2025Q4: 1,787 shares; 2026Q1: 1,760 shares; 2026Q2: 1,760 shares 1,760 $113K 0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 689 shares; 2024Q4: 724 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 1,019 shares; 2025Q4: 1,033 shares; 2026Q1: 989 shares; 2026Q2: 689 shares 689 $112K 0.01% -300 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 359 shares; 2026Q1: 344 shares; 2026Q2: 379 shares 379 $112K 0.01% +35 Timeline SMMD 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: 1,383 shares; 2026Q1: 1,383 shares; 2026Q2: 1,218 shares 1,218 $112K 0.01% -165 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: 5,800 shares; 2024Q4: 2,363 shares; 2025Q1: 5,540 shares; 2025Q2: 4,872 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,590 shares; 2026Q2: 4,590 shares 4,590 $108K 0.01% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $108K 0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 1,980 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,703 shares; 2025Q4: 1,244 shares; 2026Q1: 1,211 shares; 2026Q2: 1,131 shares 1,131 $107K 0.01% -80 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,268 shares; 2026Q1: 2,268 shares; 2026Q2: 2,268 shares 2,268 $107K 0.01% 0 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: 1,149 shares; 2024Q4: 1,132 shares; 2025Q1: 1,427 shares; 2025Q2: 1,452 shares; 2025Q3: 1,774 shares; 2025Q4: 1,149 shares; 2026Q1: 1,039 shares; 2026Q2: 989 shares 989 $106K 0.01% -50 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: 1,020 shares; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,376 shares; 2025Q4: 1,471 shares; 2026Q1: 824 shares; 2026Q2: 1,259 shares 1,259 $104K 0.01% +435 Timeline SPHQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares; 2026Q2: 1,114 shares 1,114 $100K 0.01% 0 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: 3,460 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,510 shares; 2025Q4: 1,649 shares; 2026Q1: 1,549 shares; 2026Q2: 1,549 shares 1,549 $97.4K 0.01% 0 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: 3,369 shares; 2024Q4: 3,369 shares; 2025Q1: 3,369 shares; 2025Q2: 3,369 shares; 2025Q3: 3,369 shares; 2025Q4: 3,369 shares; 2026Q1: 3,223 shares; 2026Q2: 3,223 shares 3,223 $97.3K 0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,285 shares; 2025Q1: 26,528 shares; 2025Q2: 27,679 shares; 2025Q3: 28,629 shares; 2025Q4: 33,799 shares; 2026Q1: 5,699 shares; 2026Q2: 3,829 shares 3,829 $96.7K 0.01% -1,870 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 405 shares; 2025Q3: 450 shares; 2025Q4: 580 shares; 2026Q1: 590 shares; 2026Q2: 525 shares 525 $96.1K 0.01% -65 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: 492 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 502 shares; 2026Q1: 492 shares; 2026Q2: 492 shares 492 $95.7K 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: 2,038 shares; 2024Q4: 2,038 shares; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares; 2026Q2: 1,688 shares 1,688 $95.2K 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: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,024 shares; 2025Q4: 2,081 shares; 2026Q1: 2,031 shares; 2026Q2: 2,031 shares 2,031 $94.7K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,738 shares; 2024Q4: 3,230 shares; 2025Q1: 3,078 shares; 2025Q2: 3,128 shares; 2025Q3: 3,043 shares; 2025Q4: 3,015 shares; 2026Q1: 2,725 shares; 2026Q2: 2,600 shares 2,600 $90.5K 0.01% -125 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 849 shares; 2025Q1: 1,175 shares; 2025Q2: 1,075 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,005 shares; 2026Q2: 1,005 shares 1,005 $87.3K 0.01% 0 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 1,489 shares; 2025Q1: 1,489 shares; 2025Q2: 1,489 shares; 2025Q3: 1,489 shares; 2025Q4: 1,489 shares; 2026Q1: 1,489 shares; 2026Q2: 1,320 shares 1,320 $87K 0.01% -169 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,392 shares; 2024Q4: 45,760 shares; 2025Q1: 39,235 shares; 2025Q2: 34,710 shares; 2025Q3: 23,560 shares; 2025Q4: 21,535 shares; 2026Q1: 19,585 shares; 2026Q2: 8,010 shares 8,010 $86.8K 0.01% -11,575 Timeline MTUM 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: 401 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $85.7K 0.01% 0 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $83.6K 0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 16 shares; 2026Q1: not reported; 2026Q2: 330 shares 330 $83K 0.01% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 1,583 shares 1,583 $82.6K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 750 shares; 2025Q4: 709 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $82.1K 0.01% 0 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $82K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,739 shares; 2026Q1: 1,710 shares; 2026Q2: 1,710 shares 1,710 $81.3K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,285 shares; 2025Q1: 1,285 shares; 2025Q2: 1,285 shares; 2025Q3: 1,260 shares; 2025Q4: 1,476 shares; 2026Q1: 1,191 shares; 2026Q2: 740 shares 740 $81.2K 0.01% -451 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 175 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 650 shares; 2025Q4: 453 shares; 2026Q1: 385 shares; 2026Q2: 370 shares 370 $80.8K 0.01% -15 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,420 shares; 2025Q1: 13,674 shares; 2025Q2: 17,234 shares; 2025Q3: 18,594 shares; 2025Q4: 15,415 shares; 2026Q1: 6,835 shares; 2026Q2: 1,075 shares 1,075 $79.5K 0.01% -5,760 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: 14,930 shares; 2024Q4: 11,156 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 671 shares; 2026Q1: 560 shares; 2026Q2: 560 shares 560 $78.2K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,059 shares; 2024Q4: 13,006 shares; 2025Q1: 12,956 shares; 2025Q2: 12,906 shares; 2025Q3: 13,636 shares; 2025Q4: 6,832 shares; 2026Q1: 5,519 shares; 2026Q2: 2,770 shares 2,770 $78.1K 0.01% -2,749 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $77.7K 0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 15 shares; 2026Q1: 122 shares; 2026Q2: 137 shares 137 $76.7K 0.01% +15 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,490 shares; 2024Q4: 13,190 shares; 2025Q1: 14,260 shares; 2025Q2: 5,295 shares; 2025Q3: 5,235 shares; 2025Q4: 4,472 shares; 2026Q1: 1,700 shares; 2026Q2: 1,600 shares 1,600 $76.7K 0.01% -100 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,206 shares; 2024Q4: 1,206 shares; 2025Q1: 856 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 756 shares; 2026Q1: 656 shares; 2026Q2: 656 shares 656 $76.6K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 85 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 83 shares; 2026Q2: 78 shares 78 $76.3K 0.01% -5 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: 870 shares; 2024Q4: 745 shares; 2025Q1: 733 shares; 2025Q2: 858 shares; 2025Q3: 654 shares; 2025Q4: 662 shares; 2026Q1: 647 shares; 2026Q2: 522 shares 522 $76.3K 0.01% -125 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $76.2K 0.01% 0 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,175 shares; 2025Q1: 900 shares; 2025Q2: 650 shares; 2025Q3: 600 shares; 2025Q4: 525 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $74.4K 0.01% 0 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,300 shares; 2024Q4: 6,250 shares; 2025Q1: 3,500 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $74.2K 0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751 shares; 2024Q4: 2,427 shares; 2025Q1: 2,427 shares; 2025Q2: 2,427 shares; 2025Q3: 2,192 shares; 2025Q4: 1,622 shares; 2026Q1: 1,559 shares; 2026Q2: 1,410 shares 1,410 $72.3K 0.01% -149 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,641 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,707 shares; 2025Q3: 1,347 shares; 2025Q4: 1,399 shares; 2026Q1: 1,347 shares; 2026Q2: 1,347 shares 1,347 $70.6K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 660 shares; 2026Q1: 644 shares; 2026Q2: 644 shares 644 $69.5K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 874 shares; 2026Q1: 895 shares; 2026Q2: 895 shares 895 $67.8K 0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,129 shares; 2026Q1: 1,129 shares; 2026Q2: 1,129 shares 1,129 $66.6K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,230 shares; 2024Q4: 4,565 shares; 2025Q1: 2,130 shares; 2025Q2: 1,730 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $66.5K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 139 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $66.1K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 862 shares; 2024Q4: 862 shares; 2025Q1: 620 shares; 2025Q2: 731 shares; 2025Q3: 796 shares; 2025Q4: 721 shares; 2026Q1: 711 shares; 2026Q2: 395 shares 395 $65.8K 0.01% -316 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: 2,245 shares; 2024Q4: 2,870 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 1,477 shares; 2026Q1: 1,450 shares; 2026Q2: 1,500 shares 1,500 $64.8K 0.01% +50 Timeline CWB 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: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $64.7K 0.01% 0 Timeline BLV 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: 13,721 shares; 2024Q4: 7,587 shares; 2025Q1: 5,972 shares; 2025Q2: 4,922 shares; 2025Q3: 1,422 shares; 2025Q4: 1,337 shares; 2026Q1: 1,037 shares; 2026Q2: 937 shares 937 $64.6K 0.01% -100 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 852 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $63.7K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $62.9K 0.01% 0 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: 2,209 shares; 2024Q4: 2,250 shares; 2025Q1: 2,075 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,055 shares; 2026Q1: 534 shares; 2026Q2: 534 shares 534 $62.8K 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 17,123 shares; 2026Q1: 4,706 shares; 2026Q2: 1,836 shares 1,836 $61.1K 0.01% -2,870 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $58.3K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,493 shares; 2024Q4: 1,335 shares; 2025Q1: 568 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 201 shares; 2026Q1: 176 shares; 2026Q2: 126 shares 126 $56.8K 0.01% -50 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 711 shares; 2025Q1: 697 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 497 shares; 2026Q1: 477 shares; 2026Q2: 441 shares 441 $56.4K 0.01% -36 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 713 shares; 2026Q1: 660 shares; 2026Q2: 603 shares 603 $56.3K 0.01% -57 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 330 shares 330 $54.2K 0.01% +50 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 407 shares; 2025Q1: 407 shares; 2025Q2: 407 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $54K 0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares; 2026Q2: 517 shares 517 $53.2K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 584 shares; 2026Q1: 584 shares; 2026Q2: 584 shares 584 $52.8K 0.01% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $50K 0.01% 0 Timeline FBT 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $49.6K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $49.4K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $49.2K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 556 shares; 2026Q1: 556 shares; 2026Q2: 556 shares 556 $48.1K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 2,949 shares; 2025Q1: 2,949 shares; 2025Q2: 2,949 shares; 2025Q3: 3,909 shares; 2025Q4: 4,189 shares; 2026Q1: 1,310 shares; 2026Q2: 1,160 shares 1,160 $47.4K 0.01% -150 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: not reported; 2026Q1: 646 shares; 2026Q2: 529 shares 529 $46.9K 0.01% -117 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 500 shares; 2025Q1: 734 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $45.6K 0.01% 0 Timeline AEG AEGON LTD More: the full row for AEGON 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: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 7,000 shares; 2026Q2: 5,400 shares 5,400 $45.6K 0.01% -1,600 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares; 2026Q2: 864 shares 864 $45.3K 0.01% 0 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: 42,380 shares; 2024Q4: 34,651 shares; 2025Q1: 20,115 shares; 2025Q2: 5,450 shares; 2025Q3: 1,015 shares; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 915 shares 915 $45.1K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 5 shares; 2026Q1: 10 shares; 2026Q2: 250 shares 250 $44.6K 0.01% +240 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: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 10,520 shares; 2025Q2: 10,520 shares; 2025Q3: 10,520 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $44.3K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 318 shares 318 $43.5K <0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 296 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $42.1K <0.01% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,266 shares; 2024Q4: 3,566 shares; 2025Q1: 10,566 shares; 2025Q2: 9,644 shares; 2025Q3: 9,644 shares; 2025Q4: 8,252 shares; 2026Q1: 7,252 shares; 2026Q2: 3,802 shares 3,802 $41K <0.01% -3,450 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: 5,578 shares; 2024Q4: 6,053 shares; 2025Q1: 4,279 shares; 2025Q2: 4,004 shares; 2025Q3: 3,517 shares; 2025Q4: 2,014 shares; 2026Q1: 1,764 shares; 2026Q2: 1,664 shares 1,664 $40.9K <0.01% -100 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: 1,177 shares; 2024Q4: 2,202 shares; 2025Q1: 2,149 shares; 2025Q2: 5,945 shares; 2025Q3: 1,779 shares; 2025Q4: 1,484 shares; 2026Q1: 1,484 shares; 2026Q2: 1,468 shares 1,468 $40.2K <0.01% -16 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 1,855 shares; 2026Q1: 1,855 shares; 2026Q2: 1,855 shares 1,855 $39.9K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 75 shares 75 $39.2K <0.01% -5 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares 533 $36.2K <0.01% 0 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 369 shares; 2026Q2: 350 shares 350 $35.4K <0.01% -19 Timeline VLUE 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: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $35.2K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $35.1K <0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,066 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $33.9K <0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 598 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 466 shares; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 336 shares 336 $33.7K <0.01% 0 Timeline QABA 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $33.6K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 2,321 shares; 2025Q2: 2,321 shares; 2025Q3: 2,321 shares; 2025Q4: 1,419 shares; 2026Q1: 1,419 shares; 2026Q2: 1,419 shares 1,419 $33.6K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $33.5K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 931 shares; 2025Q1: 90 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 115 shares 115 $33.4K <0.01% -10 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: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $33.1K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 429 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $33K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684 shares; 2026Q1: 684 shares; 2026Q2: 684 shares 684 $32.9K <0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 635 shares 635 $32.7K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,357 shares; 2024Q4: 2,257 shares; 2025Q1: 2,257 shares; 2025Q2: 2,257 shares; 2025Q3: 2,197 shares; 2025Q4: 2,205 shares; 2026Q1: 505 shares; 2026Q2: 380 shares 380 $32.2K <0.01% -125 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: 600 shares; 2024Q4: 1,242 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $31.8K <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: 100 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 120 shares; 2026Q2: 117 shares 117 $31.5K <0.01% -3 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 1,175 shares; 2025Q4: 1,175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $30.4K <0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 506 shares; 2026Q1: 401 shares; 2026Q2: 401 shares 401 $30.4K <0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 103 shares; 2025Q4: 183 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $30.4K <0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 596 shares; 2025Q3: 596 shares; 2025Q4: 596 shares; 2026Q1: 596 shares; 2026Q2: 596 shares 596 $30.2K <0.01% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $30K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519 shares; 2024Q4: 519 shares; 2025Q1: 444 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 336 shares; 2026Q2: 336 shares 336 $29.8K <0.01% 0 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 242 shares; 2026Q2: 242 shares 242 $28.9K <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: 901 shares; 2024Q4: 901 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 401 shares; 2026Q2: 401 shares 401 $28.7K <0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $27.7K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,877 shares; 2024Q4: 4,324 shares; 2025Q1: 4,213 shares; 2025Q2: 2,835 shares; 2025Q3: 2,391 shares; 2025Q4: 1,933 shares; 2026Q1: 506 shares; 2026Q2: 130 shares 130 $26.7K <0.01% -376 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: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 341 shares; 2025Q3: 451 shares; 2025Q4: 496 shares; 2026Q1: 471 shares; 2026Q2: 116 shares 116 $26.3K <0.01% -355 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F 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: 2,525 shares; 2026Q2: 2,525 shares 2,525 $26.3K <0.01% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $26.1K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $25.8K <0.01% 0 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 776 shares; 2025Q3: 776 shares; 2025Q4: 776 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $25.5K <0.01% 0 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 800 shares; 2026Q2: 550 shares 550 $25K <0.01% -250 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: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 670 shares 670 $24.4K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $24.3K <0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 988 shares; 2025Q3: 835 shares; 2025Q4: 635 shares; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $23.9K <0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 193 shares; 2026Q2: 193 shares 193 $23.4K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 400 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 475 shares; 2026Q1: 425 shares; 2026Q2: 375 shares 375 $23.4K <0.01% -50 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 327 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $22.9K <0.01% 0 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE 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: not reported; 2025Q4: not reported; 2026Q1: 1,120 shares; 2026Q2: 2,020 shares 2,020 $22.5K <0.01% +900 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 109 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $22.3K <0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $22.2K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615 shares; 2024Q4: 4,065 shares; 2025Q1: 5,390 shares; 2025Q2: 5,073 shares; 2025Q3: 4,848 shares; 2025Q4: 3,223 shares; 2026Q1: 1,648 shares; 2026Q2: 648 shares 648 $22K <0.01% -1,000 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,084 shares; 2024Q4: 2,084 shares; 2025Q1: 2,084 shares; 2025Q2: 2,084 shares; 2025Q3: 2,084 shares; 2025Q4: 2,084 shares; 2026Q1: 2,084 shares; 2026Q2: 2,084 shares 2,084 $21.9K <0.01% 0 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: 2,775 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $21.7K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,354 shares; 2024Q4: 3,213 shares; 2025Q1: 2,627 shares; 2025Q2: 2,041 shares; 2025Q3: 1,488 shares; 2025Q4: 1,633 shares; 2026Q1: 1,228 shares; 2026Q2: 252 shares 252 $21.7K <0.01% -976 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $21.6K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 100 shares 100 $21.2K <0.01% -100 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: 40 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 13 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $21K <0.01% 0 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: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $20.5K <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 234 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196 $20.4K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 180 shares 180 $20.1K <0.01% -200 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $19.7K <0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $19.3K <0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $19.3K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 888 shares; 2026Q1: 850 shares; 2026Q2: 300 shares 300 $18.6K <0.01% -550 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $18.3K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $18.1K <0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 368 shares; 2026Q2: 368 shares 368 $17.6K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408 shares; 2024Q4: 320 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $16.8K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,323 shares; 2024Q4: 2,307 shares; 2025Q1: 2,307 shares; 2025Q2: 1,069 shares; 2025Q3: 719 shares; 2025Q4: 683 shares; 2026Q1: 599 shares; 2026Q2: 599 shares 599 $16K <0.01% 0 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: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 316 shares 316 $15.3K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 52 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $15K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 1,043 shares; 2025Q1: 963 shares; 2025Q2: 638 shares; 2025Q3: 408 shares; 2025Q4: 423 shares; 2026Q1: 240 shares; 2026Q2: 200 shares 200 $14.4K <0.01% -40 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 10 shares; 2025Q4: 110 shares; 2026Q1: 200 shares; 2026Q2: 185 shares 185 $14.1K <0.01% -15 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: 1,314 shares; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,270 shares; 2025Q3: 838 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $13.9K <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 152 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $13.9K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 313 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224 $13.8K <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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 75 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $13.2K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 175 shares; 2025Q1: 150 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 146 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $13.1K <0.01% 0 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: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $12.9K <0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353 shares; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 293 shares; 2026Q2: 228 shares 228 $12.9K <0.01% -65 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546 shares; 2024Q4: 546 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 230 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196 $12.6K <0.01% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $12.3K <0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 500 shares; 2026Q2: 475 shares 475 $12.3K <0.01% -25 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $12.1K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $11.9K <0.01% 0 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,919 shares; 2024Q4: 1,919 shares; 2025Q1: 1,800 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $11.9K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 212 shares; 2026Q1: 149 shares; 2026Q2: 149 shares 149 $11.5K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680 shares; 2024Q4: 740 shares; 2025Q1: 680 shares; 2025Q2: 1,780 shares; 2025Q3: 1,230 shares; 2025Q4: 1,394 shares; 2026Q1: 1,230 shares; 2026Q2: 1,230 shares 1,230 $11.5K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 600 shares 600 $11.5K <0.01% +400 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $10.9K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 326 shares; 2026Q2: 326 shares 326 $10.7K <0.01% 0 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 130 shares; 2026Q2: 130 shares 130 $10.6K <0.01% 0 Timeline