NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,474 shares; 2024Q4: 189,887 shares; 2025Q1: 191,267 shares; 2025Q2: 188,701 shares; 2025Q3: 185,688 shares; 2025Q4: 183,241 shares; 2026Q1: 182,268 shares; 2026Q2: 182,643 shares 182,643 $36.5M 9.99% +375 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,240 shares; 2024Q4: 43,185 shares; 2025Q1: 42,714 shares; 2025Q2: 42,715 shares; 2025Q3: 42,075 shares; 2025Q4: 41,755 shares; 2026Q1: 41,367 shares; 2026Q2: 41,417 shares 41,417 $30.9M 8.45% +50 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: 50,539 shares; 2024Q4: 46,464 shares; 2025Q1: 48,126 shares; 2025Q2: 50,059 shares; 2025Q3: 52,439 shares; 2025Q4: 51,185 shares; 2026Q1: 51,610 shares; 2026Q2: 52,190 shares 52,190 $18.7M 5.1% +580 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: 64,176 shares; 2024Q4: 61,722 shares; 2025Q1: 59,994 shares; 2025Q2: 58,701 shares; 2025Q3: 60,627 shares; 2025Q4: 65,833 shares; 2026Q1: 63,965 shares; 2026Q2: 62,432 shares 62,432 $18.1M 4.94% -1,533 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: 11,825 shares; 2024Q4: 12,737 shares; 2025Q1: 11,663 shares; 2025Q2: 12,205 shares; 2025Q3: 12,055 shares; 2025Q4: 12,382 shares; 2026Q1: 12,732 shares; 2026Q2: 13,321 shares 13,321 $16M 4.37% +589 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,574 shares; 2024Q4: 7,299 shares; 2025Q1: 7,454 shares; 2025Q2: 7,549 shares; 2025Q3: 8,434 shares; 2025Q4: 9,519 shares; 2026Q1: 10,515 shares; 2026Q2: 10,557 shares 10,557 $11.2M 3.07% +42 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: 27,548 shares; 2024Q4: 29,523 shares; 2025Q1: 30,398 shares; 2025Q2: 30,703 shares; 2025Q3: 30,938 shares; 2025Q4: 31,765 shares; 2026Q1: 33,087 shares; 2026Q2: 33,768 shares 33,768 $11.1M 3.02% +681 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: 42,401 shares; 2024Q4: 42,863 shares; 2025Q1: 43,248 shares; 2025Q2: 44,228 shares; 2025Q3: 45,348 shares; 2025Q4: 45,768 shares; 2026Q1: 44,945 shares; 2026Q2: 45,540 shares 45,540 $10.9M 2.97% +595 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: 25,598 shares; 2024Q4: 25,598 shares; 2025Q1: 25,598 shares; 2025Q2: 25,598 shares; 2025Q3: 25,598 shares; 2025Q4: 25,598 shares; 2026Q1: 25,598 shares; 2026Q2: 25,598 shares 25,598 $10.5M 2.86% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,366 shares; 2024Q4: 17,767 shares; 2025Q1: 17,727 shares; 2025Q2: 17,678 shares; 2025Q3: 17,611 shares; 2025Q4: 17,586 shares; 2026Q1: 17,516 shares; 2026Q2: 69,702 shares 69,702 $8.65M 2.37% +52,186 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: 7,728 shares; 2024Q4: 7,650 shares; 2025Q1: 7,580 shares; 2025Q2: 7,613 shares; 2025Q3: 7,528 shares; 2025Q4: 7,401 shares; 2026Q1: 7,289 shares; 2026Q2: 6,992 shares 6,992 $6.54M 1.79% -297 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: 5,797 shares; 2024Q4: 5,957 shares; 2025Q1: 6,457 shares; 2025Q2: 2,857 shares; 2025Q3: 4,957 shares; 2025Q4: 3,957 shares; 2026Q1: 3,832 shares; 2026Q2: 44,622 shares 44,622 $6.23M 1.7% +40,790 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: 14,128 shares; 2024Q4: 14,128 shares; 2025Q1: 14,124 shares; 2025Q2: 14,124 shares; 2025Q3: 13,494 shares; 2025Q4: 13,494 shares; 2026Q1: 15,194 shares; 2026Q2: 15,194 shares 15,194 $5.62M 1.54% 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: 76,365 shares; 2024Q4: 76,365 shares; 2025Q1: 76,365 shares; 2025Q2: 76,265 shares; 2025Q3: 76,265 shares; 2025Q4: 76,265 shares; 2026Q1: 76,265 shares; 2026Q2: 76,265 shares 76,265 $4.76M 1.3% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,332 shares; 2024Q4: 27,619 shares; 2025Q1: 27,669 shares; 2025Q2: 27,676 shares; 2025Q3: 28,156 shares; 2025Q4: 27,794 shares; 2026Q1: 27,451 shares; 2026Q2: 29,393 shares 29,393 $4.45M 1.22% +1,942 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: 15,200 shares; 2024Q4: 18,600 shares; 2025Q1: 19,960 shares; 2025Q2: 23,496 shares; 2025Q3: 24,501 shares; 2025Q4: 24,281 shares; 2026Q1: 26,711 shares; 2026Q2: 29,831 shares 29,831 $3.38M 0.92% +3,120 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: 8,524 shares; 2024Q4: 9,484 shares; 2025Q1: 9,594 shares; 2025Q2: 9,694 shares; 2025Q3: 9,874 shares; 2025Q4: 9,409 shares; 2026Q1: 7,904 shares; 2026Q2: 5,954 shares 5,954 $3.35M 0.92% -1,950 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: 1,170 shares; 2024Q4: 3,175 shares; 2025Q1: 3,340 shares; 2025Q2: 2,700 shares; 2025Q3: 3,870 shares; 2025Q4: 5,300 shares; 2026Q1: 5,830 shares; 2026Q2: 8,705 shares 8,705 $3.29M 0.9% +2,875 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: 12,178 shares; 2024Q4: 10,791 shares; 2025Q1: 10,249 shares; 2025Q2: 10,347 shares; 2025Q3: 10,767 shares; 2025Q4: 10,271 shares; 2026Q1: 9,823 shares; 2026Q2: 8,663 shares 8,663 $3.23M 0.88% -1,160 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,281 shares; 2024Q4: 13,195 shares; 2025Q1: 13,195 shares; 2025Q2: 12,918 shares; 2025Q3: 12,918 shares; 2025Q4: 11,849 shares; 2026Q1: 12,549 shares; 2026Q2: 12,463 shares 12,463 $3.17M 0.87% -86 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: 25,291 shares; 2024Q4: 29,506 shares; 2025Q1: 29,406 shares; 2025Q2: 28,547 shares; 2025Q3: 31,531 shares; 2025Q4: 30,298 shares; 2026Q1: 24,608 shares; 2026Q2: 21,449 shares 21,449 $3.14M 0.86% -3,159 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: 15,961 shares; 2024Q4: 15,611 shares; 2025Q1: 15,481 shares; 2025Q2: 13,596 shares; 2025Q3: 12,837 shares; 2025Q4: 17,978 shares; 2026Q1: 24,848 shares; 2026Q2: 22,768 shares 22,768 $3.11M 0.85% -2,080 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.82% 0 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: 3,524 shares; 2024Q4: 3,237 shares; 2025Q1: 3,460 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares; 2025Q4: 3,524 shares; 2026Q1: 3,760 shares; 2026Q2: 3,760 shares 3,760 $2.82M 0.77% 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: 2,928 shares; 2024Q4: 2,928 shares; 2025Q1: 2,928 shares; 2025Q2: 2,928 shares; 2025Q3: 2,928 shares; 2025Q4: 2,928 shares; 2026Q1: 2,928 shares; 2026Q2: 23,424 shares 23,424 $2.8M 0.77% +20,496 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,730 shares; 2024Q4: 14,730 shares; 2025Q1: 14,730 shares; 2025Q2: 13,830 shares; 2025Q3: 13,830 shares; 2025Q4: 13,830 shares; 2026Q1: 13,830 shares; 2026Q2: 13,830 shares 13,830 $2.77M 0.76% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,449 shares; 2024Q4: 25,425 shares; 2025Q1: 25,425 shares; 2025Q2: 25,425 shares; 2025Q3: 25,425 shares; 2025Q4: 25,265 shares; 2026Q1: 24,615 shares; 2026Q2: 24,651 shares 24,651 $2.72M 0.74% +36 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: 9,235 shares; 2024Q4: 9,235 shares; 2025Q1: 9,215 shares; 2025Q2: 8,942 shares; 2025Q3: 8,932 shares; 2025Q4: 8,922 shares; 2026Q1: 8,727 shares; 2026Q2: 8,613 shares 8,613 $2.59M 0.71% -114 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: 11,371 shares; 2024Q4: 11,320 shares; 2025Q1: 11,320 shares; 2025Q2: 11,520 shares; 2025Q3: 10,901 shares; 2025Q4: 10,218 shares; 2026Q1: 10,218 shares; 2026Q2: 9,867 shares 9,867 $2.48M 0.68% -351 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: 7,841 shares; 2024Q4: 7,391 shares; 2025Q1: 6,963 shares; 2025Q2: 6,668 shares; 2025Q3: 6,668 shares; 2025Q4: 6,653 shares; 2026Q1: 6,598 shares; 2026Q2: 6,553 shares 6,553 $2.32M 0.63% -45 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,505 shares; 2024Q4: 45,955 shares; 2025Q1: 37,427 shares; 2025Q2: 36,541 shares; 2025Q3: 34,222 shares; 2025Q4: 27,159 shares; 2026Q1: 26,194 shares; 2026Q2: 28,231 shares 28,231 $2.3M 0.63% +2,037 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: 8,235 shares; 2024Q4: 7,328 shares; 2025Q1: 7,034 shares; 2025Q2: 7,034 shares; 2025Q3: 7,014 shares; 2025Q4: 6,996 shares; 2026Q1: 6,878 shares; 2026Q2: 6,683 shares 6,683 $2.29M 0.63% -195 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: 3,113 shares; 2024Q4: 3,127 shares; 2025Q1: 3,057 shares; 2025Q2: 3,118 shares; 2025Q3: 3,170 shares; 2025Q4: 3,170 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $2.28M 0.62% 0 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: 3,391 shares; 2024Q4: 3,342 shares; 2025Q1: 3,342 shares; 2025Q2: 3,333 shares; 2025Q3: 3,322 shares; 2025Q4: 3,296 shares; 2026Q1: 3,281 shares; 2026Q2: 3,291 shares 3,291 $2.26M 0.62% +10 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: 11,493 shares; 2024Q4: 11,237 shares; 2025Q1: 11,277 shares; 2025Q2: 11,422 shares; 2025Q3: 11,582 shares; 2025Q4: 11,398 shares; 2026Q1: 11,368 shares; 2026Q2: 9,860 shares 9,860 $2.17M 0.59% -1,508 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: 9,000 shares; 2024Q4: 8,842 shares; 2025Q1: 8,677 shares; 2025Q2: 8,573 shares; 2025Q3: 8,573 shares; 2025Q4: 8,559 shares; 2026Q1: 8,559 shares; 2026Q2: 8,704 shares 8,704 $2.11M 0.58% +145 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: 4,543 shares; 2024Q4: 4,543 shares; 2025Q1: 4,562 shares; 2025Q2: 4,562 shares; 2025Q3: 5,237 shares; 2025Q4: 5,437 shares; 2026Q1: 4,872 shares; 2026Q2: 4,682 shares 4,682 $2M 0.55% -190 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: 72,278 shares; 2024Q4: 72,278 shares; 2025Q1: 72,278 shares; 2025Q2: 72,278 shares; 2025Q3: 72,278 shares; 2025Q4: 72,278 shares; 2026Q1: 72,278 shares; 2026Q2: 72,278 shares 72,278 $1.87M 0.51% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,940 shares; 2025Q1: 1,920 shares; 2025Q2: 1,890 shares; 2025Q3: 1,905 shares; 2025Q4: 1,970 shares; 2026Q1: 1,935 shares; 2026Q2: 1,910 shares 1,910 $1.84M 0.5% -25 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: 18,528 shares; 2024Q4: 18,278 shares; 2025Q1: 18,198 shares; 2025Q2: 18,179 shares; 2025Q3: 17,881 shares; 2025Q4: 17,553 shares; 2026Q1: 17,553 shares; 2026Q2: 17,101 shares 17,101 $1.78M 0.49% -452 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,790 shares; 2024Q4: 16,790 shares; 2025Q1: 16,750 shares; 2025Q2: 16,750 shares; 2025Q3: 16,750 shares; 2025Q4: 16,750 shares; 2026Q1: 16,750 shares; 2026Q2: 16,750 shares 16,750 $1.71M 0.47% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,500 shares 5,500 $1.66M 0.45% new 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: 13,227 shares; 2024Q4: 11,695 shares; 2025Q1: 11,360 shares; 2025Q2: 11,585 shares; 2025Q3: 11,780 shares; 2025Q4: 11,287 shares; 2026Q1: 11,379 shares; 2026Q2: 10,732 shares 10,732 $1.57M 0.43% -647 Timeline AFB ALLIANCEBERNSTEIN NATL MUN I More: the full row for ALLIANCEBERNSTEIN NATL MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,252 shares; 2024Q4: 152,252 shares; 2025Q1: 152,252 shares; 2025Q2: 152,252 shares; 2025Q3: 152,252 shares; 2025Q4: 152,252 shares; 2026Q1: 137,000 shares; 2026Q2: 137,000 shares 137,000 $1.56M 0.43% 0 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: 3,178 shares; 2024Q4: 3,153 shares; 2025Q1: 3,165 shares; 2025Q2: 3,190 shares; 2025Q3: 3,210 shares; 2025Q4: 3,144 shares; 2026Q1: 3,114 shares; 2026Q2: 3,087 shares 3,087 $1.54M 0.42% -27 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: 3,547 shares; 2024Q4: 3,547 shares; 2025Q1: 3,547 shares; 2025Q2: 3,547 shares; 2025Q3: 3,547 shares; 2025Q4: 3,547 shares; 2026Q1: 3,547 shares; 2026Q2: 3,547 shares 3,547 $1.51M 0.41% 0 Timeline VONE 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: 5,355 shares; 2024Q4: 5,355 shares; 2025Q1: 5,355 shares; 2025Q2: 4,571 shares; 2025Q3: 4,456 shares; 2025Q4: 4,075 shares; 2026Q1: 4,075 shares; 2026Q2: 4,075 shares 4,075 $1.38M 0.38% 0 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: 2,546 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 2,554 shares; 2025Q3: 2,554 shares; 2025Q4: 2,554 shares; 2026Q1: 2,554 shares; 2026Q2: 15,324 shares 15,324 $1.32M 0.36% +12,770 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,492 shares; 2024Q4: 175,690 shares; 2025Q1: 172,000 shares; 2025Q2: 173,147 shares; 2025Q3: 173,147 shares; 2025Q4: 163,647 shares; 2026Q1: 122,000 shares; 2026Q2: 122,000 shares 122,000 $1.29M 0.35% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,100 shares; 2024Q4: 4,294 shares; 2025Q1: 4,224 shares; 2025Q2: 3,839 shares; 2025Q3: 3,754 shares; 2025Q4: 3,606 shares; 2026Q1: 3,431 shares; 2026Q2: 3,431 shares 3,431 $1.22M 0.33% 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: 11,916 shares; 2024Q4: 11,686 shares; 2025Q1: 11,686 shares; 2025Q2: 11,686 shares; 2025Q3: 11,641 shares; 2025Q4: 11,641 shares; 2026Q1: 10,816 shares; 2026Q2: 10,236 shares 10,236 $1.2M 0.33% -580 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: 4,995 shares; 2024Q4: 4,995 shares; 2025Q1: 4,995 shares; 2025Q2: 4,995 shares; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares; 2026Q1: 4,995 shares; 2026Q2: 4,995 shares 4,995 $1.18M 0.32% 0 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,593 shares; 2024Q4: 146,593 shares; 2025Q1: 146,593 shares; 2025Q2: 146,593 shares; 2025Q3: 144,560 shares; 2025Q4: 144,560 shares; 2026Q1: 118,000 shares; 2026Q2: 118,000 shares 118,000 $1.18M 0.32% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,107 shares; 2024Q4: 14,560 shares; 2025Q1: 14,695 shares; 2025Q2: 14,869 shares; 2025Q3: 14,619 shares; 2025Q4: 14,524 shares; 2026Q1: 13,304 shares; 2026Q2: 13,372 shares 13,372 $1.17M 0.32% +68 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,596 shares; 2024Q4: 10,596 shares; 2025Q1: 10,596 shares; 2025Q2: 10,596 shares; 2025Q3: 10,596 shares; 2025Q4: 10,596 shares; 2026Q1: 10,596 shares; 2026Q2: 10,596 shares 10,596 $1.13M 0.31% 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: 2,228 shares; 2024Q4: 3,063 shares; 2025Q1: 3,018 shares; 2025Q2: 3,538 shares; 2025Q3: 2,628 shares; 2025Q4: 2,628 shares; 2026Q1: 2,628 shares; 2026Q2: 2,628 shares 2,628 $1.11M 0.3% 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: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: 1,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 4,020 shares; 2026Q2: 2,765 shares 2,765 $1.1M 0.3% -1,255 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,800 shares; 2024Q4: 31,800 shares; 2025Q1: 31,800 shares; 2025Q2: 31,800 shares; 2025Q3: 31,800 shares; 2025Q4: 31,800 shares; 2026Q1: 31,800 shares; 2026Q2: 31,800 shares 31,800 $1.07M 0.29% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,916 shares; 2024Q4: 3,826 shares; 2025Q1: 3,961 shares; 2025Q2: 4,006 shares; 2025Q3: 4,031 shares; 2025Q4: 3,951 shares; 2026Q1: 3,716 shares; 2026Q2: 3,300 shares 3,300 $1.04M 0.28% -416 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares; 2026Q2: 21,145 shares 21,145 $1.02M 0.28% -1,855 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; 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: 91,249 shares; 2026Q2: 91,249 shares 91,249 $1.01M 0.28% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,449 shares; 2024Q4: 6,449 shares; 2025Q1: 6,449 shares; 2025Q2: 6,449 shares; 2025Q3: 6,449 shares; 2025Q4: 6,449 shares; 2026Q1: 6,449 shares; 2026Q2: 6,449 shares 6,449 $1.01M 0.28% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,140 shares; 2024Q4: 3,040 shares; 2025Q1: 3,160 shares; 2025Q2: 3,313 shares; 2025Q3: 3,310 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares; 2026Q2: 3,510 shares 3,510 $987K 0.27% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,019 shares; 2024Q4: 2,589 shares; 2025Q1: 2,269 shares; 2025Q2: 2,333 shares; 2025Q3: 2,418 shares; 2025Q4: 2,408 shares; 2026Q1: 2,418 shares; 2026Q2: 1,913 shares 1,913 $983K 0.27% -505 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: 1,128 shares; 2024Q4: 1,378 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,334 shares; 2025Q4: 2,609 shares; 2026Q1: 2,664 shares; 2026Q2: 2,664 shares 2,664 $981K 0.27% 0 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: 2,569 shares; 2024Q4: 2,569 shares; 2025Q1: 2,569 shares; 2025Q2: 2,569 shares; 2025Q3: 2,569 shares; 2025Q4: 2,569 shares; 2026Q1: 2,569 shares; 2026Q2: 2,569 shares 2,569 $940K 0.26% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,871 shares; 2024Q4: 7,759 shares; 2025Q1: 7,986 shares; 2025Q2: 7,554 shares; 2025Q3: 7,507 shares; 2025Q4: 6,394 shares; 2026Q1: 6,180 shares; 2026Q2: 6,321 shares 6,321 $937K 0.26% +141 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: 6,977 shares; 2024Q4: 7,092 shares; 2025Q1: 7,297 shares; 2025Q2: 6,892 shares; 2025Q3: 6,592 shares; 2025Q4: 6,155 shares; 2026Q1: 5,880 shares; 2026Q2: 5,565 shares 5,565 $922K 0.25% -315 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,500 shares; 2024Q4: 26,500 shares; 2025Q1: 26,500 shares; 2025Q2: 26,500 shares; 2025Q3: 26,500 shares; 2025Q4: 26,500 shares; 2026Q1: 26,500 shares; 2026Q2: 26,500 shares 26,500 $914K 0.25% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,933 shares; 2024Q4: 16,404 shares; 2025Q1: 16,404 shares; 2025Q2: 16,254 shares; 2025Q3: 17,754 shares; 2025Q4: 17,754 shares; 2026Q1: 17,514 shares; 2026Q2: 17,514 shares 17,514 $832K 0.23% 0 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: 90 shares; 2024Q4: 1,940 shares; 2025Q1: 1,905 shares; 2025Q2: 2,810 shares; 2025Q3: 3,650 shares; 2025Q4: 7,060 shares; 2026Q1: 6,360 shares; 2026Q2: 5,665 shares 5,665 $828K 0.23% -695 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: 2,842 shares; 2024Q4: 2,762 shares; 2025Q1: 2,745 shares; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,745 shares; 2026Q1: 2,526 shares; 2026Q2: 2,426 shares 2,426 $821K 0.22% -100 Timeline EWZS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,500 shares; 2024Q4: 62,500 shares; 2025Q1: 62,500 shares; 2025Q2: 62,500 shares; 2025Q3: 62,500 shares; 2025Q4: 62,500 shares; 2026Q1: 62,500 shares; 2026Q2: 62,500 shares 62,500 $811K 0.22% 0 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,000 shares; 2026Q2: 68,000 shares 68,000 $809K 0.22% 0 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: 4,215 shares; 2024Q4: 4,040 shares; 2025Q1: 3,855 shares; 2025Q2: 3,769 shares; 2025Q3: 3,544 shares; 2025Q4: 3,336 shares; 2026Q1: 3,119 shares; 2026Q2: 2,941 shares 2,941 $795K 0.22% -178 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: 3,546 shares; 2024Q4: 3,546 shares; 2025Q1: 3,546 shares; 2025Q2: 3,601 shares; 2025Q3: 3,601 shares; 2025Q4: 3,601 shares; 2026Q1: 3,601 shares; 2026Q2: 3,601 shares 3,601 $785K 0.21% 0 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,638 shares; 2024Q4: 55,638 shares; 2025Q1: 38,700 shares; 2025Q2: 38,700 shares; 2025Q3: 38,700 shares; 2025Q4: 38,700 shares; 2026Q1: 38,700 shares; 2026Q2: 38,700 shares 38,700 $773K 0.21% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,793 shares; 2024Q4: 6,253 shares; 2025Q1: 6,253 shares; 2025Q2: 6,253 shares; 2025Q3: 6,253 shares; 2025Q4: 6,266 shares; 2026Q1: 6,741 shares; 2026Q2: 6,574 shares 6,574 $772K 0.21% -167 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: 4,131 shares; 2024Q4: 1,061 shares; 2025Q1: 611 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 743 shares; 2026Q2: 1,323 shares 1,323 $769K 0.21% +580 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: 7,724 shares; 2024Q4: 7,431 shares; 2025Q1: 7,431 shares; 2025Q2: 7,114 shares; 2025Q3: 6,855 shares; 2025Q4: 6,354 shares; 2026Q1: 5,740 shares; 2026Q2: 5,640 shares 5,640 $764K 0.21% -100 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: 5,267 shares; 2024Q4: 4,601 shares; 2025Q1: 5,051 shares; 2025Q2: 5,051 shares; 2025Q3: 5,782 shares; 2025Q4: 5,782 shares; 2026Q1: 5,597 shares; 2026Q2: 5,567 shares 5,567 $762K 0.21% -30 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares; 2026Q2: 9,510 shares 9,510 $755K 0.21% +10 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: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 2,065 shares; 2026Q2: 2,065 shares 2,065 $748K 0.2% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,949 shares; 2024Q4: 111,533 shares; 2025Q1: 98,000 shares; 2025Q2: 98,527 shares; 2025Q3: 98,527 shares; 2025Q4: 98,527 shares; 2026Q1: 64,000 shares; 2026Q2: 64,000 shares 64,000 $742K 0.2% 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: 4,721 shares; 2024Q4: 4,721 shares; 2025Q1: 4,721 shares; 2025Q2: 4,721 shares; 2025Q3: 4,721 shares; 2025Q4: 4,721 shares; 2026Q1: 4,721 shares; 2026Q2: 4,721 shares 4,721 $741K 0.2% 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: 670 shares; 2024Q4: 13,670 shares; 2025Q1: 13,670 shares; 2025Q2: 13,670 shares; 2025Q3: 13,670 shares; 2025Q4: 13,670 shares; 2026Q1: 13,670 shares; 2026Q2: 13,670 shares 13,670 $731K 0.2% 0 Timeline VKI INVESCO ADVANTAGE MUN INCOME More: the full row for INVESCO ADVANTAGE MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,091 shares; 2024Q4: 123,303 shares; 2025Q1: 125,630 shares; 2025Q2: 126,438 shares; 2025Q3: 120,438 shares; 2025Q4: 111,938 shares; 2026Q1: 75,000 shares; 2026Q2: 75,000 shares 75,000 $711K 0.19% 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: 10,170 shares; 2024Q4: 10,170 shares; 2025Q1: 10,060 shares; 2025Q2: 10,018 shares; 2025Q3: 10,018 shares; 2025Q4: 10,003 shares; 2026Q1: 9,388 shares; 2026Q2: 9,208 shares 9,208 $710K 0.19% -180 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: 23,483 shares; 2024Q4: 23,152 shares; 2025Q1: 22,767 shares; 2025Q2: 22,622 shares; 2025Q3: 21,387 shares; 2025Q4: 17,476 shares; 2026Q1: 15,506 shares; 2026Q2: 14,152 shares 14,152 $694K 0.19% -1,354 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,652 shares; 2024Q4: 4,652 shares; 2025Q1: 4,652 shares; 2025Q2: 4,652 shares; 2025Q3: 4,652 shares; 2025Q4: 4,652 shares; 2026Q1: 4,652 shares; 2026Q2: 6,452 shares 6,452 $685K 0.19% +1,800 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: 12,109 shares; 2024Q4: 12,109 shares; 2025Q1: 11,609 shares; 2025Q2: 12,085 shares; 2025Q3: 12,085 shares; 2025Q4: 12,085 shares; 2026Q1: 11,969 shares; 2026Q2: 11,769 shares 11,769 $678K 0.19% -200 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: 1,061 shares; 2024Q4: 1,077 shares; 2025Q1: 1,122 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 978 shares; 2026Q1: 973 shares; 2026Q2: 1,023 shares 1,023 $649K 0.18% +50 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: 5,220 shares; 2024Q4: 5,288 shares; 2025Q1: 5,288 shares; 2025Q2: 5,311 shares; 2025Q3: 5,434 shares; 2025Q4: 4,959 shares; 2026Q1: 4,996 shares; 2026Q2: 4,996 shares 4,996 $642K 0.18% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 275 shares 275 $625K 0.17% +175 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: 6,128 shares; 2024Q4: 6,116 shares; 2025Q1: 6,116 shares; 2025Q2: 5,615 shares; 2025Q3: 5,615 shares; 2025Q4: 5,615 shares; 2026Q1: 3,348 shares; 2026Q2: 3,348 shares 3,348 $619K 0.17% 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: 10,290 shares; 2024Q4: 10,290 shares; 2025Q1: 10,285 shares; 2025Q2: 10,204 shares; 2025Q3: 10,204 shares; 2025Q4: 10,204 shares; 2026Q1: 10,204 shares; 2026Q2: 10,204 shares 10,204 $609K 0.17% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,600 shares; 2024Q4: 7,836 shares; 2025Q1: 7,836 shares; 2025Q2: 7,836 shares; 2025Q3: 10,685 shares; 2025Q4: 10,685 shares; 2026Q1: 10,685 shares; 2026Q2: 10,685 shares 10,685 $609K 0.17% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,715 shares 2,715 $608K 0.17% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,715 shares 2,715 $600K 0.16% new 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: 3,990 shares; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 3,629 shares; 2025Q3: 3,629 shares; 2025Q4: 3,469 shares; 2026Q1: 3,469 shares; 2026Q2: 3,786 shares 3,786 $576K 0.16% +317 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: 6,885 shares; 2024Q4: 6,885 shares; 2025Q1: 6,885 shares; 2025Q2: 6,885 shares; 2025Q3: 6,885 shares; 2025Q4: 6,885 shares; 2026Q1: 7,307 shares; 2026Q2: 7,307 shares 7,307 $552K 0.15% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,185 shares; 2024Q4: 8,185 shares; 2025Q1: 8,081 shares; 2025Q2: 8,056 shares; 2025Q3: 8,056 shares; 2025Q4: 8,056 shares; 2026Q1: 8,056 shares; 2026Q2: 7,863 shares 7,863 $538K 0.15% -193 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: 65,509 shares; 2024Q4: 66,515 shares; 2025Q1: 67,559 shares; 2025Q2: 67,913 shares; 2025Q3: 67,913 shares; 2025Q4: 67,913 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $521K 0.14% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,273 shares; 2024Q4: 1,273 shares; 2025Q1: 1,273 shares; 2025Q2: 1,273 shares; 2025Q3: 1,473 shares; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares; 2026Q2: 1,473 shares 1,473 $519K 0.14% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: 5,663 shares; 2025Q1: 5,578 shares; 2025Q2: 5,578 shares; 2025Q3: 5,578 shares; 2025Q4: 5,578 shares; 2026Q1: 5,378 shares; 2026Q2: 4,946 shares 4,946 $514K 0.14% -432 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: 5,780 shares; 2024Q4: 5,780 shares; 2025Q1: 5,780 shares; 2025Q2: 5,780 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares; 2026Q1: 6,170 shares; 2026Q2: 6,170 shares 6,170 $510K 0.14% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,468 shares; 2024Q4: 7,468 shares; 2025Q1: 7,468 shares; 2025Q2: 7,468 shares; 2025Q3: 7,468 shares; 2025Q4: 6,994 shares; 2026Q1: 6,694 shares; 2026Q2: 5,969 shares 5,969 $499K 0.14% -725 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,278 shares; 2024Q4: 1,278 shares; 2025Q1: 1,278 shares; 2025Q2: 1,278 shares; 2025Q3: 1,278 shares; 2025Q4: 1,278 shares; 2026Q1: 1,278 shares; 2026Q2: 1,441 shares 1,441 $496K 0.14% +163 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $480K 0.13% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,139 shares; 2024Q4: 4,139 shares; 2025Q1: 4,139 shares; 2025Q2: 4,067 shares; 2025Q3: 4,067 shares; 2025Q4: 4,067 shares; 2026Q1: 4,067 shares; 2026Q2: 4,067 shares 4,067 $478K 0.13% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 585 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 350 shares 350 $476K 0.13% -20 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $466K 0.13% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares; 2025Q2: 1,209 shares; 2025Q3: 1,271 shares; 2025Q4: 1,271 shares; 2026Q1: 1,246 shares; 2026Q2: 1,246 shares 1,246 $466K 0.13% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $462K 0.13% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,596 shares; 2024Q4: 2,341 shares; 2025Q1: 2,444 shares; 2025Q2: 2,401 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares; 2026Q1: 2,172 shares; 2026Q2: 2,172 shares 2,172 $462K 0.13% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,782 shares; 2024Q4: 5,118 shares; 2025Q1: 5,074 shares; 2025Q2: 4,990 shares; 2025Q3: 4,990 shares; 2025Q4: 4,825 shares; 2026Q1: 4,715 shares; 2026Q2: 4,715 shares 4,715 $455K 0.12% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,581 shares; 2024Q4: 1,581 shares; 2025Q1: 1,581 shares; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares; 2026Q2: 1,681 shares 1,681 $455K 0.12% -25 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: 2,758 shares; 2024Q4: 2,758 shares; 2025Q1: 2,758 shares; 2025Q2: 2,758 shares; 2025Q3: 2,758 shares; 2025Q4: 2,758 shares; 2026Q1: 2,758 shares; 2026Q2: 2,758 shares 2,758 $453K 0.12% 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: 5,327 shares; 2024Q4: 5,327 shares; 2025Q1: 5,327 shares; 2025Q2: 5,274 shares; 2025Q3: 5,274 shares; 2025Q4: 5,274 shares; 2026Q1: 5,274 shares; 2026Q2: 5,274 shares 5,274 $446K 0.12% 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: 4,388 shares; 2024Q4: 4,563 shares; 2025Q1: 4,462 shares; 2025Q2: 4,292 shares; 2025Q3: 4,292 shares; 2025Q4: 4,092 shares; 2026Q1: 4,092 shares; 2026Q2: 4,092 shares 4,092 $442K 0.12% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,571 shares; 2024Q4: 3,571 shares; 2025Q1: 3,571 shares; 2025Q2: 3,571 shares; 2025Q3: 3,571 shares; 2025Q4: 3,571 shares; 2026Q1: 3,571 shares; 2026Q2: 3,571 shares 3,571 $440K 0.12% 0 Timeline PRF 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: 7,995 shares; 2024Q4: 7,995 shares; 2025Q1: 7,995 shares; 2025Q2: 7,995 shares; 2025Q3: 7,995 shares; 2025Q4: 7,995 shares; 2026Q1: 7,995 shares; 2026Q2: 7,995 shares 7,995 $432K 0.12% 0 Timeline MSTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $429K 0.12% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,986 shares; 2024Q4: 7,695 shares; 2025Q1: 6,945 shares; 2025Q2: 6,945 shares; 2025Q3: 6,945 shares; 2025Q4: 6,351 shares; 2026Q1: 5,826 shares; 2026Q2: 4,723 shares 4,723 $429K 0.12% -1,103 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: 6,792 shares; 2024Q4: 2,035 shares; 2025Q1: 1,350 shares; 2025Q2: 894 shares; 2025Q3: 634 shares; 2025Q4: 634 shares; 2026Q1: 634 shares; 2026Q2: 588 shares 588 $425K 0.12% -46 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: 4,136 shares; 2024Q4: 4,136 shares; 2025Q1: 4,146 shares; 2025Q2: 4,248 shares; 2025Q3: 4,146 shares; 2025Q4: 4,146 shares; 2026Q1: 5,146 shares; 2026Q2: 5,146 shares 5,146 $418K 0.11% 0 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: 6,134 shares; 2024Q4: 6,134 shares; 2025Q1: 6,134 shares; 2025Q2: 6,134 shares; 2025Q3: 6,134 shares; 2025Q4: 6,142 shares; 2026Q1: 6,134 shares; 2026Q2: 6,134 shares 6,134 $417K 0.11% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,193 shares; 2024Q4: 2,248 shares; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,248 shares; 2025Q4: 2,248 shares; 2026Q1: 2,168 shares; 2026Q2: 2,156 shares 2,156 $409K 0.11% -12 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares; 2026Q2: 5,300 shares 5,300 $407K 0.11% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,083 shares; 2024Q4: 4,883 shares; 2025Q1: 4,510 shares; 2025Q2: 4,530 shares; 2025Q3: 4,430 shares; 2025Q4: 4,430 shares; 2026Q1: 4,212 shares; 2026Q2: 4,212 shares 4,212 $405K 0.11% 0 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: 984 shares; 2024Q4: 984 shares; 2025Q1: 984 shares; 2025Q2: 984 shares; 2025Q3: 1,084 shares; 2025Q4: 2,044 shares; 2026Q1: 2,103 shares; 2026Q2: 2,044 shares 2,044 $389K 0.11% -59 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: 2,033 shares; 2024Q4: 2,033 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 2,033 shares; 2025Q4: 2,033 shares; 2026Q1: 2,033 shares; 2026Q2: 2,033 shares 2,033 $382K 0.1% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,568 shares; 2024Q4: 2,604 shares; 2025Q1: 2,604 shares; 2025Q2: 2,604 shares; 2025Q3: 2,604 shares; 2025Q4: 3,414 shares; 2026Q1: 3,159 shares; 2026Q2: 2,524 shares 2,524 $361K 0.1% -635 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: 1,608 shares; 2024Q4: 1,608 shares; 2025Q1: 1,608 shares; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,608 shares 1,608 $358K 0.1% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,870 shares; 2024Q4: 9,660 shares; 2025Q1: 8,485 shares; 2025Q2: 7,677 shares; 2025Q3: 6,244 shares; 2025Q4: 6,244 shares; 2026Q1: 3,238 shares; 2026Q2: 3,238 shares 3,238 $353K 0.1% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,001 shares; 2024Q4: 225,001 shares; 2025Q1: 170,299 shares; 2025Q2: 170,299 shares; 2025Q3: 164,299 shares; 2025Q4: 128,299 shares; 2026Q1: 29,000 shares; 2026Q2: 29,000 shares 29,000 $351K 0.1% 0 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares; 2026Q2: 1,208 shares 1,208 $348K 0.09% 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: 4,440 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,447 shares; 2026Q1: 4,440 shares; 2026Q2: 4,440 shares 4,440 $347K 0.09% 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: 9,072 shares; 2024Q4: 8,829 shares; 2025Q1: 8,974 shares; 2025Q2: 8,774 shares; 2025Q3: 8,869 shares; 2025Q4: 8,869 shares; 2026Q1: 8,444 shares; 2026Q2: 8,369 shares 8,369 $344K 0.09% -75 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: 2,147 shares; 2024Q4: 2,147 shares; 2025Q1: 2,562 shares; 2025Q2: 2,853 shares; 2025Q3: 2,713 shares; 2025Q4: 2,718 shares; 2026Q1: 2,713 shares; 2026Q2: 2,713 shares 2,713 $343K 0.09% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290 shares; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $343K 0.09% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,881 shares; 2024Q4: 16,013 shares; 2025Q1: 16,270 shares; 2025Q2: 16,661 shares; 2025Q3: 16,318 shares; 2025Q4: 16,338 shares; 2026Q1: 16,653 shares; 2026Q2: 14,124 shares 14,124 $340K 0.09% -2,529 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $339K 0.09% 0 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: 1,747 shares; 2024Q4: 1,747 shares; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares; 2026Q1: 1,103 shares; 2026Q2: 4,188 shares 4,188 $337K 0.09% +3,085 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: 397 shares; 2024Q4: 380 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 325 shares 325 $329K 0.09% -35 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: 688 shares; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 688 shares; 2026Q2: 688 shares 688 $329K 0.09% 0 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: 1,412 shares; 2024Q4: 1,412 shares; 2025Q1: 1,412 shares; 2025Q2: 1,412 shares; 2025Q3: 1,412 shares; 2025Q4: 1,287 shares; 2026Q1: 1,057 shares; 2026Q2: 1,042 shares 1,042 $328K 0.09% -15 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares; 2026Q2: 1,670 shares 1,670 $326K 0.09% 0 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: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 305 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 238 shares; 2026Q2: 1,088 shares 1,088 $324K 0.09% +850 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: 1,945 shares; 2024Q4: 1,945 shares; 2025Q1: 1,945 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,945 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $321K 0.09% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,060 shares; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,525 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 3,336 shares; 2026Q2: 3,336 shares 3,336 $319K 0.09% 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: 3,351 shares; 2024Q4: 3,351 shares; 2025Q1: 3,351 shares; 2025Q2: 3,501 shares; 2025Q3: 3,501 shares; 2025Q4: 3,495 shares; 2026Q1: 3,095 shares; 2026Q2: 3,095 shares 3,095 $316K 0.09% 0 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $297K 0.08% 0 Timeline APA APA CORPORATION More: the full row for APA 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: 16,510 shares; 2026Q2: 9,085 shares 9,085 $296K 0.08% -7,425 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: 1,341 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares; 2026Q1: 1,394 shares; 2026Q2: 1,394 shares 1,394 $291K 0.08% 0 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: 3,209 shares; 2024Q4: 3,209 shares; 2025Q1: 3,209 shares; 2025Q2: 3,209 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares; 2026Q1: 3,209 shares; 2026Q2: 3,209 shares 3,209 $289K 0.08% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,784 shares; 2024Q4: 2,784 shares; 2025Q1: 2,599 shares; 2025Q2: 2,843 shares; 2025Q3: 2,815 shares; 2025Q4: 5,572 shares; 2026Q1: 5,272 shares; 2026Q2: 5,272 shares 5,272 $280K 0.08% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,119 shares; 2024Q4: 8,119 shares; 2025Q1: 8,119 shares; 2025Q2: 8,119 shares; 2025Q3: 8,119 shares; 2025Q4: 8,119 shares; 2026Q1: 8,119 shares; 2026Q2: 8,119 shares 8,119 $270K 0.07% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,000 shares; 2024Q4: 213,000 shares; 2025Q1: 139,000 shares; 2025Q2: 139,000 shares; 2025Q3: 129,000 shares; 2025Q4: 95,500 shares; 2026Q1: 23,000 shares; 2026Q2: 23,000 shares 23,000 $270K 0.07% 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: 7,694 shares; 2024Q4: 7,694 shares; 2025Q1: 7,694 shares; 2025Q2: 7,694 shares; 2025Q3: 7,694 shares; 2025Q4: 7,694 shares; 2026Q1: 7,294 shares; 2026Q2: 7,290 shares 7,290 $268K 0.07% -4 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: 1,769 shares; 2024Q4: 1,769 shares; 2025Q1: 1,769 shares; 2025Q2: 1,769 shares; 2025Q3: 1,769 shares; 2025Q4: 1,769 shares; 2026Q1: 1,629 shares; 2026Q2: 1,629 shares 1,629 $257K 0.07% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 3,003 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,007 shares; 2026Q1: 3,007 shares; 2026Q2: 3,440 shares 3,440 $253K 0.07% +433 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 455 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $249K 0.07% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares; 2026Q2: 3,450 shares 3,450 $248K 0.07% 0 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,566 shares; 2024Q4: 17,316 shares; 2025Q1: 17,316 shares; 2025Q2: 17,316 shares; 2025Q3: 17,316 shares; 2025Q4: 12,316 shares; 2026Q1: 12,316 shares; 2026Q2: 12,316 shares 12,316 $246K 0.07% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556 shares; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 507 shares; 2026Q1: 482 shares; 2026Q2: 482 shares 482 $246K 0.07% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,237 shares; 2024Q4: 5,237 shares; 2025Q1: 5,237 shares; 2025Q2: 5,237 shares; 2025Q3: 5,237 shares; 2025Q4: 5,237 shares; 2026Q1: 5,158 shares; 2026Q2: 5,158 shares 5,158 $245K 0.07% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 200 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $244K 0.07% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,974 shares; 2024Q4: 4,024 shares; 2025Q1: 4,024 shares; 2025Q2: 4,024 shares; 2025Q3: 4,024 shares; 2025Q4: 4,024 shares; 2026Q1: 4,024 shares; 2026Q2: 4,024 shares 4,024 $243K 0.07% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 653 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 619 shares; 2026Q2: 619 shares 619 $239K 0.07% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,158 shares; 2024Q4: 1,158 shares; 2025Q1: 1,158 shares; 2025Q2: 858 shares; 2025Q3: 858 shares; 2025Q4: 1,108 shares; 2026Q1: 1,008 shares; 2026Q2: 1,528 shares 1,528 $239K 0.07% +520 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: 1,308 shares; 2024Q4: 1,308 shares; 2025Q1: 1,453 shares; 2025Q2: 1,453 shares; 2025Q3: 1,453 shares; 2025Q4: 1,453 shares; 2026Q1: 1,712 shares; 2026Q2: 1,712 shares 1,712 $235K 0.06% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,890 shares; 2024Q4: 2,890 shares; 2025Q1: 2,890 shares; 2025Q2: 2,890 shares; 2025Q3: 2,890 shares; 2025Q4: 2,890 shares; 2026Q1: 2,890 shares; 2026Q2: 3,174 shares 3,174 $226K 0.06% +284 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: 11,220 shares; 2024Q4: 11,220 shares; 2025Q1: 11,796 shares; 2025Q2: 11,796 shares; 2025Q3: 11,796 shares; 2025Q4: 11,796 shares; 2026Q1: 11,796 shares; 2026Q2: 11,796 shares 11,796 $226K 0.06% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 335 shares; 2025Q1: 1,690 shares; 2025Q2: 2,890 shares; 2025Q3: 3,525 shares; 2025Q4: 3,525 shares; 2026Q1: 3,285 shares; 2026Q2: 1,910 shares 1,910 $223K 0.06% -1,375 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,410 shares; 2024Q4: 6,410 shares; 2025Q1: 6,410 shares; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares; 2025Q4: 6,410 shares; 2026Q1: 6,410 shares; 2026Q2: 6,410 shares 6,410 $222K 0.06% 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: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 421 shares; 2026Q2: 421 shares 421 $220K 0.06% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $216K 0.06% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 861 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 771 shares; 2026Q2: 686 shares 686 $215K 0.06% -85 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: 14,700 shares; 2024Q4: 14,700 shares; 2025Q1: 14,700 shares; 2025Q2: 15,213 shares; 2025Q3: 15,413 shares; 2025Q4: 15,413 shares; 2026Q1: 14,950 shares; 2026Q2: 14,950 shares 14,950 $208K 0.06% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,334 shares; 2024Q4: 2,334 shares; 2025Q1: 2,334 shares; 2025Q2: 2,334 shares; 2025Q3: 2,334 shares; 2025Q4: 2,334 shares; 2026Q1: 2,334 shares; 2026Q2: 2,334 shares 2,334 $203K 0.06% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,877 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,841 shares; 2026Q1: 1,841 shares; 2026Q2: 7,355 shares 7,355 $202K 0.06% +5,514 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: 1,005 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,150 shares; 2026Q2: 927 shares 927 $201K 0.05% -223 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: 1,818 shares; 2024Q4: 1,818 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: 1,668 shares; 2026Q1: 1,668 shares; 2026Q2: 1,668 shares 1,668 $196K 0.05% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624 shares; 2024Q4: 1,646 shares; 2025Q1: 1,622 shares; 2025Q2: 1,622 shares; 2025Q3: 1,397 shares; 2025Q4: 1,155 shares; 2026Q1: 838 shares; 2026Q2: 653 shares 653 $191K 0.05% -185 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: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares; 2026Q2: 1,190 shares 1,190 $190K 0.05% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,496 shares; 2024Q4: 8,496 shares; 2025Q1: 9,201 shares; 2025Q2: 9,353 shares; 2025Q3: 9,485 shares; 2025Q4: 9,604 shares; 2026Q1: 9,357 shares; 2026Q2: 8,925 shares 8,925 $185K 0.05% -432 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: 796 shares; 2024Q4: 814 shares; 2025Q1: 754 shares; 2025Q2: 797 shares; 2025Q3: 1,094 shares; 2025Q4: 936 shares; 2026Q1: 441 shares; 2026Q2: 441 shares 441 $183K 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,780 shares; 2024Q4: 4,864 shares; 2025Q1: 5,079 shares; 2025Q2: 5,613 shares; 2025Q3: 4,182 shares; 2025Q4: 4,214 shares; 2026Q1: 4,182 shares; 2026Q2: 4,182 shares 4,182 $177K 0.05% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 537 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 153 shares 153 $177K 0.05% 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: 715 shares; 2024Q4: 715 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 715 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $169K 0.05% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 507 shares; 2026Q2: 507 shares 507 $167K 0.05% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,063 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 3,651 shares 3,651 $165K 0.05% -1,349 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: 2,879 shares; 2024Q4: 2,879 shares; 2025Q1: 2,879 shares; 2025Q2: 2,774 shares; 2025Q3: 2,774 shares; 2025Q4: 2,774 shares; 2026Q1: 2,774 shares; 2026Q2: 2,691 shares 2,691 $164K 0.04% -83 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,850 shares; 2026Q2: 1,850 shares 1,850 $163K 0.04% 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: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,958 shares; 2025Q2: 1,958 shares; 2025Q3: 1,958 shares; 2025Q4: 1,474 shares; 2026Q1: 1,474 shares; 2026Q2: 1,474 shares 1,474 $161K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,198 shares; 2024Q4: 2,088 shares; 2025Q1: 2,178 shares; 2025Q2: 1,838 shares; 2025Q3: 1,757 shares; 2025Q4: 1,757 shares; 2026Q1: 1,433 shares; 2026Q2: 1,233 shares 1,233 $161K 0.04% -200 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: 2,139 shares; 2024Q4: 2,139 shares; 2025Q1: 2,199 shares; 2025Q2: 1,999 shares; 2025Q3: 1,999 shares; 2025Q4: 1,999 shares; 2026Q1: 1,999 shares; 2026Q2: 1,849 shares 1,849 $159K 0.04% -150 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 609 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 609 shares; 2026Q2: 550 shares 550 $154K 0.04% -59 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,441 shares; 2025Q2: 4,441 shares; 2025Q3: 5,441 shares; 2025Q4: 5,441 shares; 2026Q1: 5,441 shares; 2026Q2: 5,441 shares 5,441 $151K 0.04% 0 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: 1,743 shares; 2024Q4: 1,743 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,743 shares; 2026Q1: 1,743 shares; 2026Q2: 1,743 shares 1,743 $146K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $146K 0.04% 0 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,143 shares; 2024Q4: 2,143 shares; 2025Q1: 2,143 shares; 2025Q2: 2,143 shares; 2025Q3: 2,143 shares; 2025Q4: 2,143 shares; 2026Q1: 2,143 shares; 2026Q2: 2,143 shares 2,143 $145K 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 912 shares; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 762 shares; 2026Q2: 762 shares 762 $145K 0.04% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 576 shares; 2024Q4: 589 shares; 2025Q1: 589 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 484 shares; 2026Q1: 484 shares; 2026Q2: 484 shares 484 $144K 0.04% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,071 shares; 2024Q4: 3,071 shares; 2025Q1: 3,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,071 shares; 2025Q4: 3,071 shares; 2026Q1: 3,071 shares; 2026Q2: 3,071 shares 3,071 $142K 0.04% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,726 shares; 2024Q4: 1,569 shares; 2025Q1: 1,559 shares; 2025Q2: 1,124 shares; 2025Q3: 1,124 shares; 2025Q4: 1,104 shares; 2026Q1: 1,592 shares; 2026Q2: 1,707 shares 1,707 $141K 0.04% +115 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 929 shares; 2024Q4: 1,747 shares; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: 3,816 shares; 2025Q4: 3,816 shares; 2026Q1: 4,823 shares; 2026Q2: 4,386 shares 4,386 $139K 0.04% -437 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: 1,804 shares; 2024Q4: 1,804 shares; 2025Q1: 1,804 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 1,804 shares; 2026Q1: 1,804 shares; 2026Q2: 1,804 shares 1,804 $138K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 801 shares; 2024Q4: 827 shares; 2025Q1: 827 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 827 shares; 2026Q1: 747 shares; 2026Q2: 747 shares 747 $135K 0.04% 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: 6,203 shares; 2024Q4: 6,203 shares; 2025Q1: 6,203 shares; 2025Q2: 6,203 shares; 2025Q3: 6,203 shares; 2025Q4: 5,683 shares; 2026Q1: 5,683 shares; 2026Q2: 5,683 shares 5,683 $135K 0.04% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares; 2026Q2: 1,366 shares 1,366 $134K 0.04% 0 Timeline PRFZ 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: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,380 shares; 2026Q1: 2,380 shares; 2026Q2: 2,380 shares 2,380 $133K 0.04% 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: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,188 shares; 2026Q2: 1,188 shares 1,188 $130K 0.04% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 995 shares; 2025Q1: 800 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 265 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $130K 0.04% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 1,009 shares; 2025Q2: 1,822 shares; 2025Q3: 1,372 shares; 2025Q4: 1,259 shares; 2026Q1: 1,259 shares; 2026Q2: 1,297 shares 1,297 $128K 0.04% +38 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: 2,276 shares; 2024Q4: 2,276 shares; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 2,276 shares; 2025Q4: 2,276 shares; 2026Q1: 2,276 shares; 2026Q2: 2,276 shares 2,276 $128K 0.04% 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: 1,796 shares; 2024Q4: 1,407 shares; 2025Q1: 1,403 shares; 2025Q2: 1,525 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares; 2026Q1: 1,193 shares; 2026Q2: 1,292 shares 1,292 $125K 0.03% +99 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,773 shares; 2024Q4: 1,773 shares; 2025Q1: 1,623 shares; 2025Q2: 1,623 shares; 2025Q3: 1,623 shares; 2025Q4: 1,623 shares; 2026Q1: 1,623 shares; 2026Q2: 1,623 shares 1,623 $122K 0.03% 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: 1,933 shares; 2024Q4: 1,933 shares; 2025Q1: 1,933 shares; 2025Q2: 1,933 shares; 2025Q3: 1,933 shares; 2025Q4: 1,933 shares; 2026Q1: 1,933 shares; 2026Q2: 1,933 shares 1,933 $120K 0.03% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 1,521 shares; 2025Q4: 1,521 shares; 2026Q1: 1,521 shares; 2026Q2: 1,521 shares 1,521 $118K 0.03% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,267 shares; 2026Q1: 1,267 shares; 2026Q2: 1,267 shares 1,267 $117K 0.03% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,405 shares; 2026Q1: 1,384 shares; 2026Q2: 1,319 shares 1,319 $117K 0.03% -65 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: 1,577 shares; 2024Q4: 1,577 shares; 2025Q1: 2,142 shares; 2025Q2: 2,142 shares; 2025Q3: 2,142 shares; 2025Q4: 2,153 shares; 2026Q1: 2,142 shares; 2026Q2: 2,142 shares 2,142 $116K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 164 shares 164 $115K 0.03% 0 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: 735 shares; 2024Q4: 735 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 894 shares; 2026Q2: 894 shares 894 $111K 0.03% 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: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 1,406 shares; 2026Q2: 1,406 shares 1,406 $108K 0.03% 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: 1,437 shares; 2024Q4: 1,185 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,235 shares; 2026Q2: 1,165 shares 1,165 $107K 0.03% -70 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: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 313 shares; 2026Q2: 313 shares 313 $107K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 631 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $107K 0.03% 0 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $102K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $102K 0.03% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $98.6K 0.03% 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: 1,725 shares; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,955 shares; 2025Q4: 2,955 shares; 2026Q1: 2,955 shares; 2026Q2: 2,955 shares 2,955 $98.4K 0.03% 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: 1,322 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares; 2026Q2: 1,322 shares 1,322 $98.3K 0.03% 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $97.6K 0.03% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $96.9K 0.03% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 435 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 346 shares; 2026Q2: 346 shares 346 $95.4K 0.03% 0 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: 2,012 shares; 2025Q1: 2,012 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 2,012 shares; 2026Q1: 1,762 shares; 2026Q2: 1,762 shares 1,762 $91.9K 0.03% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 586 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 586 shares 586 $89.9K 0.02% 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: 293 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 293 shares; 2026Q2: 293 shares 293 $89.7K 0.02% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 1,089 shares; 2026Q2: 1,089 shares 1,089 $89.6K 0.02% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $88.6K 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,810 shares; 2024Q4: 1,649 shares; 2025Q1: 1,649 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares; 2026Q2: 1,649 shares 1,649 $88.4K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $87.9K 0.02% 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: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares 720 $87.4K 0.02% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $87.2K 0.02% 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: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares; 2026Q2: 386 shares 386 $85.2K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733 shares; 2024Q4: 7,931 shares; 2025Q1: 7,346 shares; 2025Q2: 3,991 shares; 2025Q3: 3,516 shares; 2025Q4: 1,936 shares; 2026Q1: 658 shares; 2026Q2: 248 shares 248 $84.6K 0.02% -410 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 2,078 shares; 2025Q3: 2,078 shares; 2025Q4: 2,078 shares; 2026Q1: 2,078 shares; 2026Q2: 2,078 shares 2,078 $84.2K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares; 2026Q1: 1,728 shares; 2026Q2: 1,728 shares 1,728 $82K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 558 shares; 2024Q4: 558 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 509 shares; 2026Q1: 509 shares; 2026Q2: 509 shares 509 $80.8K 0.02% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,848 shares; 2024Q4: 1,848 shares; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,848 shares; 2026Q1: 1,848 shares; 2026Q2: 1,848 shares 1,848 $78.8K 0.02% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 420 shares 420 $78.6K 0.02% new 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: 200 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $78.1K 0.02% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $78K 0.02% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $77.5K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 610 shares 610 $77.1K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 9,959 shares; 2025Q3: 5,324 shares; 2025Q4: 999 shares; 2026Q1: 999 shares; 2026Q2: 844 shares 844 $77K 0.02% -155 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: 2,034 shares; 2024Q4: 2,034 shares; 2025Q1: 2,034 shares; 2025Q2: 2,034 shares; 2025Q3: 2,034 shares; 2025Q4: 2,034 shares; 2026Q1: 2,034 shares; 2026Q2: 2,034 shares 2,034 $75.2K 0.02% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $74.9K 0.02% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $74.6K 0.02% 0 Timeline IGPT 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: not reported; 2025Q3: not reported; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $74.4K 0.02% 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: 815 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 815 shares 815 $73.7K 0.02% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $72.8K 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 13,190 shares; 2026Q1: 11,580 shares; 2026Q2: 400 shares 400 $70.5K 0.02% -11,180 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: 834 shares; 2024Q4: 834 shares; 2025Q1: 739 shares; 2025Q2: 706 shares; 2025Q3: 706 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $70.3K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 328 shares; 2026Q1: 314 shares; 2026Q2: 314 shares 314 $70.3K 0.02% 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: 2,414 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 1,499 shares; 2026Q1: 1,499 shares; 2026Q2: 1,499 shares 1,499 $69.9K 0.02% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $68K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $67.3K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 239 shares; 2026Q2: 239 shares 239 $66.6K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,063 shares; 2024Q4: 5,063 shares; 2025Q1: 5,063 shares; 2025Q2: 5,063 shares; 2025Q3: 5,063 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 3,029 shares 3,029 $66.5K 0.02% -1,971 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: 1,662 shares; 2024Q4: 1,702 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,183 shares; 2026Q1: 1,143 shares; 2026Q2: 1,143 shares 1,143 $66.1K 0.02% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 543 shares; 2026Q1: 543 shares; 2026Q2: 543 shares 543 $65.2K 0.02% 0 Timeline FFLV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,326 shares 2,326 $64.3K 0.02% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 375 shares 375 $64.1K 0.02% new 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $63.9K 0.02% 0 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $63.8K 0.02% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,601 shares; 2025Q1: 1,711 shares; 2025Q2: 1,711 shares; 2025Q3: 1,711 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares; 2026Q2: 1,711 shares 1,711 $63.5K 0.02% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $62.9K 0.02% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613 shares; 2024Q4: 1,613 shares; 2025Q1: 1,613 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,613 shares; 2026Q1: 1,613 shares; 2026Q2: 1,613 shares 1,613 $62.5K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares; 2026Q2: 1,441 shares 1,441 $62.2K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795 shares; 2024Q4: 847 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 847 shares; 2025Q4: 847 shares; 2026Q1: 847 shares; 2026Q2: 847 shares 847 $62.1K 0.02% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $59.5K 0.02% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $59.2K 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: 322 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $58.6K 0.02% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $57.3K 0.02% 0 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: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $57.3K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 647 shares; 2024Q4: 647 shares; 2025Q1: 264 shares; 2025Q2: not reported; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 2,526 shares; 2026Q2: 522 shares 522 $56.2K 0.02% -2,004 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: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 129 shares; 2026Q1: 229 shares; 2026Q2: 229 shares 229 $54.5K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372 shares; 2024Q4: 267 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $54.1K 0.01% 0 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $53.6K 0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 342 shares 342 $51.6K 0.01% new 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: 2,264 shares; 2024Q4: 2,264 shares; 2025Q1: 2,264 shares; 2025Q2: 2,264 shares; 2025Q3: 2,264 shares; 2025Q4: 2,264 shares; 2026Q1: 2,264 shares; 2026Q2: 2,264 shares 2,264 $51.6K 0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 755 shares; 2026Q2: 755 shares 755 $51.3K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $51.3K 0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $50.9K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,259 shares; 2024Q4: 3,425 shares; 2025Q1: 3,425 shares; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: 2,135 shares; 2026Q1: 2,070 shares; 2026Q2: 2,070 shares 2,070 $50.8K 0.01% 0 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 2,610 shares; 2025Q3: 2,610 shares; 2025Q4: 2,610 shares; 2026Q1: 2,610 shares; 2026Q2: 2,610 shares 2,610 $50.8K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $49K 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $48.4K 0.01% 0 Timeline NUCL EAGLE NUCLEAR ENERGY CORP More: the full row for EAGLE NUCLEAR ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $48K 0.01% new 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: 525 shares; 2024Q4: 515 shares; 2025Q1: 230 shares; 2025Q2: 290 shares; 2025Q3: 279 shares; 2025Q4: 234 shares; 2026Q1: 234 shares; 2026Q2: 234 shares 234 $48K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $47.6K 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: 1,782 shares; 2024Q4: 1,782 shares; 2025Q1: 1,782 shares; 2025Q2: 2,282 shares; 2025Q3: 1,557 shares; 2025Q4: 1,565 shares; 2026Q1: 1,507 shares; 2026Q2: 1,357 shares 1,357 $47.2K 0.01% -150 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $47K 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: 650 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 650 shares 650 $46.5K 0.01% -26 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $46.1K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 274 shares; 2026Q1: 274 shares; 2026Q2: 274 shares 274 $44.7K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $44.1K 0.01% 0 Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $41.2K 0.01% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 934 shares; 2024Q4: 934 shares; 2025Q1: 934 shares; 2025Q2: 934 shares; 2025Q3: 934 shares; 2025Q4: 794 shares; 2026Q1: 794 shares; 2026Q2: 794 shares 794 $40.2K 0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,270 shares; 2024Q4: 3,270 shares; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 742 shares; 2026Q1: 742 shares; 2026Q2: 742 shares 742 $39.5K 0.01% 0 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares; 2026Q2: 902 shares 902 $39.4K 0.01% 0 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $38.9K 0.01% 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: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares; 2026Q2: 237 shares 237 $38.8K 0.01% 0 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: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $38.6K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 191 shares; 2026Q2: 169 shares 169 $38.4K 0.01% -22 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,330 shares; 2024Q4: 3,330 shares; 2025Q1: 2,855 shares; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140 $38.2K 0.01% 0 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: 277 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 87 shares; 2025Q4: 1,020 shares; 2026Q1: 755 shares; 2026Q2: 520 shares 520 $37.1K 0.01% -235 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,210 shares; 2026Q2: 1,210 shares 1,210 $36.3K 0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,136 shares; 2024Q4: 1,159 shares; 2025Q1: 1,159 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares; 2026Q2: 1,126 shares 1,126 $35.7K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 750 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $35.4K 0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,780 shares 1,780 $35K 0.01% new 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $33.2K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $32.6K 0.01% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458 $31.8K 0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 317 shares 317 $31.1K 0.01% 0 Timeline KIDS ORTHOPEDIATRICS CORP More: the full row for ORTHOPEDIATRICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares; 2026Q2: 1,616 shares 1,616 $30.9K 0.01% 0 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $30.3K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 155 shares; 2026Q2: 125 shares 125 $30.3K 0.01% -30 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $30.3K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 318 shares 318 $30.1K 0.01% 0 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: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 362 shares 362 $30.1K 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: 12,771 shares; 2024Q4: 8,650 shares; 2025Q1: 7,215 shares; 2025Q2: 2,130 shares; 2025Q3: 1,215 shares; 2025Q4: 310 shares; 2026Q1: 1,085 shares; 2026Q2: 475 shares 475 $29.9K 0.01% -610 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $29.5K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,692 shares; 2024Q4: 1,709 shares; 2025Q1: 1,709 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 380 shares; 2026Q1: 335 shares; 2026Q2: 265 shares 265 $28.5K 0.01% -70 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares; 2026Q2: 602 shares 602 $28.4K 0.01% 0 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $28.2K 0.01% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 560 shares 560 $27.6K 0.01% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $27.3K 0.01% 0 Timeline MOBI MOBIA MED INC More: the full row for MOBIA MED 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: 2,000 shares 2,000 $26.8K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $26.4K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 150 shares 150 $26.3K 0.01% -15 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: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $26.2K 0.01% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares; 2026Q2: 605 shares 605 $25.6K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 255 shares 255 $25.3K 0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $25.2K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183 shares 183 $24.8K 0.01% new Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $24.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461 shares; 2025Q3: 461 shares; 2025Q4: 461 shares; 2026Q1: 461 shares; 2026Q2: 461 shares 461 $24.2K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: 491 shares; 2026Q2: 491 shares 491 $23.5K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP 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 $23.1K 0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130 shares 130 $23K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 1,014 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $22.6K 0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $22.4K 0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 255 shares 255 $22.1K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 67 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $22.1K 0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $21.8K 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: 227 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 227 shares; 2026Q2: 227 shares 227 $21.7K 0.01% 0 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,350 shares; 2024Q4: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: 8,350 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares; 2026Q1: 8,350 shares; 2026Q2: 8,350 shares 8,350 $21.6K 0.01% 0 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: 359 shares; 2024Q4: 359 shares; 2025Q1: 350 shares; 2025Q2: 125 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $21.5K 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: not reported; 2026Q1: not reported; 2026Q2: 220 shares 220 $20.9K 0.01% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares; 2026Q2: 562 shares 562 $20.5K 0.01% 0 Timeline FPX 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: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $20.4K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $19.3K 0.01% 0 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares; 2026Q2: 760 shares 760 $19.3K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $18.9K 0.01% 0 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,432 shares; 2024Q4: 38,980 shares; 2025Q1: 24,028 shares; 2025Q2: 2,028 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,028 shares; 2026Q2: 2,028 shares 2,028 $18.7K 0.01% 0 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: 581 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109 shares; 2026Q2: 54 shares 54 $18.5K 0.01% -55 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: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $17.6K <0.01% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,290 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $17.5K <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: 266 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $17.5K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 147 shares 147 $17.5K <0.01% -128 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: 20 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $17.4K <0.01% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 609 shares; 2026Q2: 320 shares 320 $16.8K <0.01% -289 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: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $16.7K <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: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $16.3K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 40 shares 40 $16.3K <0.01% -105 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $16.3K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 135 shares 135 $16.1K <0.01% +81 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 588 shares 588 $16K <0.01% 0 Timeline SPTS 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: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $16K <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: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $15.7K <0.01% 0 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: 445 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 265 shares; 2026Q1: 190 shares; 2026Q2: 75 shares 75 $15.5K <0.01% -115 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: 633 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $14.4K <0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $14.3K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $14.3K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 276 shares; 2026Q1: 276 shares; 2026Q2: 276 shares 276 $14K <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: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: not reported; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $14K <0.01% 0 Timeline RFIL RF INDS LTD More: the full row for RF INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares; 2026Q1: 1,675 shares; 2026Q2: 660 shares 660 $14K <0.01% -1,015 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $14K <0.01% 0 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $13.7K <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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $13.4K <0.01% 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $13.2K <0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $13.1K <0.01% 0 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $13K <0.01% 0 Timeline GXC 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $13K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $12.9K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $12.7K <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $12.5K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $12.4K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $12K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $11.5K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 950 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $11.1K <0.01% 0 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: 22 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 22 shares 22 $11K <0.01% -3 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $10.8K <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $9.53K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $9.21K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $8.93K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $8.87K <0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 173 shares 173 $8.75K <0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $8.69K <0.01% 0 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: 656 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 113 shares; 2026Q2: 108 shares 108 $8.54K <0.01% -5 Timeline XRPC CANARY XRP ETF More: the full row for CANARY XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: 755 shares; 2026Q2: 755 shares 755 $8.37K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $7.84K <0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $7.36K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: 273 shares 273 $7.28K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $6.8K <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: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $6.56K <0.01% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $5.98K <0.01% 0 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 560 shares 560 $5.92K <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: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $5.44K <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: 2,450 shares; 2024Q4: 6,780 shares; 2025Q1: 7,285 shares; 2025Q2: 5,110 shares; 2025Q3: 515 shares; 2025Q4: 355 shares; 2026Q1: 230 shares; 2026Q2: 150 shares 150 $5.1K <0.01% -80 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: 34 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $4.89K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 427 shares 427 $4.83K <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 828 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $4.61K <0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 541 shares; 2026Q2: 541 shares 541 $4.49K <0.01% 0 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP 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 $4.45K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $4.42K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196 $4.18K <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: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $4.11K <0.01% 0 Timeline JFB JFB CONSTR HLDGS More: the full row for JFB CONSTR HLDGS Quarterly shares; oldest to newest; 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: 800 shares; 2026Q2: 800 shares 800 $3.85K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $3.74K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $3.68K <0.01% 0 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $3.56K <0.01% 0 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $3.35K <0.01% 0 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $3.21K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $3.2K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $3.19K <0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $3.11K <0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $3.06K <0.01% 0 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $2.98K <0.01% 0 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $2.95K <0.01% 0 Timeline BTCW WISDOMTREE BITCOIN FD More: the full row for WISDOMTREE BITCOIN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $2.91K <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: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $2.86K <0.01% 0 Timeline REKR REKOR SYSTEMS INC More: the full row for REKOR SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $2.78K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $2.37K <0.01% 0 Timeline CREX CREATIVE REALITIES INC More: the full row for CREATIVE REALITIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $2.35K <0.01% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $2.35K <0.01% 0 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $2.27K <0.01% 0 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $2.16K <0.01% 0 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49 shares 49 $1.95K <0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $1.93K <0.01% 0 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231 shares; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares; 2026Q2: 257 shares 257 $1.85K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares 22 $1.76K <0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP 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: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $1.62K <0.01% 0 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 748 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $1.57K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 38 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $1.24K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 80 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $1.08K <0.01% 0 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: 61 shares; 2024Q4: 111 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $965 <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $868 <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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $632 <0.01% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $410 <0.01% new Timeline SPE SPECIAL OPPORTUNITIES FD INC More: the full row for SPECIAL OPPORTUNITIES FD 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: 810 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $350 <0.01% 0 Timeline ONL ORION PROPERTIES INC More: the full row for ORION PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $251 <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $209 <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $173 <0.01% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $170 <0.01% 0 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT 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: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $56 <0.01% 0 Timeline WKHS WORKHORSE GROUP INC More: the full row for WORKHORSE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 0 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $3 <0.01% 0 Timeline