SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 596,336 shares; 2025Q1: 640,830 shares; 2025Q2: 690,681 shares; 2025Q3: 718,014 shares; 2025Q4: 741,079 shares; 2026Q1: 748,048 shares; 2026Q2: 780,944 shares; 2026Q3: 851,421 shares 851,421 $25.5M 4.49% +70,477 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; 2024Q4: 200,138 shares; 2025Q1: 215,002 shares; 2025Q2: 231,439 shares; 2025Q3: 241,191 shares; 2025Q4: 248,254 shares; 2026Q1: 250,238 shares; 2026Q2: 260,841 shares; 2026Q3: 284,296 shares 284,296 $25.5M 4.48% +23,455 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 166,375 shares; 2025Q1: 178,985 shares; 2025Q2: 193,132 shares; 2025Q3: 200,719 shares; 2025Q4: 205,901 shares; 2026Q1: 207,773 shares; 2026Q2: 205,613 shares; 2026Q3: 204,395 shares 204,395 $25.2M 4.42% -1,218 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; 2024Q4: 48,653 shares; 2025Q1: 52,251 shares; 2025Q2: 56,172 shares; 2025Q3: 58,347 shares; 2025Q4: 59,915 shares; 2026Q1: 60,322 shares; 2026Q2: 62,926 shares; 2026Q3: 68,738 shares 68,738 $24.2M 4.25% +5,812 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,055 shares; 2025Q1: 72,567 shares; 2025Q2: 77,781 shares; 2025Q3: 80,543 shares; 2025Q4: 82,197 shares; 2026Q1: 82,548 shares; 2026Q2: 81,693 shares; 2026Q3: 81,409 shares 81,409 $24M 4.22% -284 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,903 shares; 2025Q1: 51,206 shares; 2025Q2: 54,909 shares; 2025Q3: 56,976 shares; 2025Q4: 58,423 shares; 2026Q1: 58,637 shares; 2026Q2: 57,996 shares; 2026Q3: 57,947 shares 57,947 $22.1M 3.89% -49 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 230,028 shares; 2025Q1: 249,388 shares; 2025Q2: 271,473 shares; 2025Q3: 284,357 shares; 2025Q4: 294,790 shares; 2026Q1: 301,036 shares; 2026Q2: 297,940 shares; 2026Q3: 296,060 shares 296,060 $16.6M 2.92% -1,880 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 163,095 shares; 2025Q1: 177,659 shares; 2025Q2: 194,871 shares; 2025Q3: 205,435 shares; 2025Q4: 213,079 shares; 2026Q1: 218,250 shares; 2026Q2: 216,139 shares; 2026Q3: 203,231 shares 203,231 $16.6M 2.92% -12,908 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136,078 shares; 2025Q1: 147,089 shares; 2025Q2: 159,277 shares; 2025Q3: 166,534 shares; 2025Q4: 172,565 shares; 2026Q1: not reported; 2026Q2: 174,122 shares; 2026Q3: 174,028 shares 174,028 $16.3M 2.87% -94 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147,994 shares; 2025Q1: 147,172 shares; 2025Q2: 144,102 shares; 2025Q3: 143,057 shares; 2025Q4: 141,148 shares; 2026Q1: 131,905 shares; 2026Q2: 128,022 shares; 2026Q3: 127,175 shares 127,175 $11.7M 2.06% -847 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,415 shares; 2025Q1: 55,170 shares; 2025Q2: 68,045 shares; 2025Q3: 75,205 shares; 2025Q4: 81,507 shares; 2026Q1: 90,847 shares; 2026Q2: 91,309 shares; 2026Q3: 91,256 shares 91,256 $10.7M 1.88% -53 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,494 shares; 2025Q1: 52,302 shares; 2025Q2: 55,271 shares; 2025Q3: 57,157 shares; 2025Q4: 59,407 shares; 2026Q1: 62,358 shares; 2026Q2: 63,877 shares; 2026Q3: 66,088 shares 66,088 $10.3M 1.8% +2,211 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; 2024Q4: 37,761 shares; 2025Q1: 47,900 shares; 2025Q2: 59,127 shares; 2025Q3: 65,305 shares; 2025Q4: 70,717 shares; 2026Q1: 78,895 shares; 2026Q2: 79,364 shares; 2026Q3: 79,143 shares 79,143 $10.2M 1.79% -221 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90,922 shares; 2025Q1: 117,110 shares; 2025Q2: 145,576 shares; 2025Q3: 161,518 shares; 2025Q4: 175,465 shares; 2026Q1: 193,855 shares; 2026Q2: 194,312 shares; 2026Q3: 194,249 shares 194,249 $10.2M 1.79% -63 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210,522 shares; 2025Q1: 229,137 shares; 2025Q2: 244,259 shares; 2025Q3: 254,574 shares; 2025Q4: 267,435 shares; 2026Q1: 280,216 shares; 2026Q2: 290,362 shares; 2026Q3: 302,624 shares 302,624 $9.84M 1.73% +12,262 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 152,090 shares; 2025Q1: 165,274 shares; 2025Q2: 175,339 shares; 2025Q3: 182,045 shares; 2025Q4: 189,755 shares; 2026Q1: 198,200 shares; 2026Q2: 203,662 shares; 2026Q3: 210,864 shares 210,864 $9.8M 1.72% +7,202 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280,227 shares; 2025Q1: 305,727 shares; 2025Q2: 326,848 shares; 2025Q3: 341,508 shares; 2025Q4: 359,092 shares; 2026Q1: 377,215 shares; 2026Q2: 389,733 shares; 2026Q3: 404,850 shares 404,850 $9.24M 1.62% +15,117 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,482 shares; 2025Q1: 100,745 shares; 2025Q2: 111,187 shares; 2025Q3: 117,980 shares; 2025Q4: 123,912 shares; 2026Q1: 131,770 shares; 2026Q2: 137,576 shares; 2026Q3: 145,488 shares 145,488 $7.99M 1.41% +7,912 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,750 shares; 2025Q1: 111,524 shares; 2025Q2: 121,570 shares; 2025Q3: 128,810 shares; 2025Q4: 136,998 shares; 2026Q1: 321,226 shares; 2026Q2: 151,969 shares; 2026Q3: 160,279 shares 160,279 $7.87M 1.38% +8,310 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; 2024Q4: 64,755 shares; 2025Q1: 64,490 shares; 2025Q2: 62,660 shares; 2025Q3: 58,978 shares; 2025Q4: 116,181 shares; 2026Q1: 115,980 shares; 2026Q2: 112,616 shares; 2026Q3: 110,858 shares 110,858 $6.82M 1.2% -1,758 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,853 shares; 2025Q1: 70,019 shares; 2025Q2: 68,115 shares; 2025Q3: 66,915 shares; 2025Q4: 65,424 shares; 2026Q1: 60,472 shares; 2026Q2: 58,420 shares; 2026Q3: 40,390 shares 40,390 $6.72M 1.18% -18,030 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,218 shares; 2025Q1: 13,134 shares; 2025Q2: 13,280 shares; 2025Q3: 13,332 shares; 2025Q4: 13,307 shares; 2026Q1: 13,561 shares; 2026Q2: 13,441 shares; 2026Q3: 13,088 shares 13,088 $6.71M 1.18% -353 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 395,862 shares; 2025Q1: 443,852 shares; 2025Q2: 481,270 shares; 2025Q3: 508,239 shares; 2025Q4: 540,521 shares; 2026Q1: 578,277 shares; 2026Q2: 609,077 shares; 2026Q3: 649,529 shares 649,529 $6.54M 1.15% +40,452 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 176,394 shares; 2025Q1: 208,598 shares; 2025Q2: 233,586 shares; 2025Q3: 251,453 shares; 2025Q4: 272,102 shares; 2026Q1: 294,161 shares; 2026Q2: 313,386 shares; 2026Q3: 337,664 shares 337,664 $5.92M 1.04% +24,278 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 108,796 shares; 2025Q1: 126,301 shares; 2025Q2: 139,908 shares; 2025Q3: 149,729 shares; 2025Q4: 161,415 shares; 2026Q1: 174,498 shares; 2026Q2: 185,703 shares; 2026Q3: 199,788 shares 199,788 $5.89M 1.04% +14,085 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,129 shares; 2025Q1: 20,810 shares; 2025Q2: 25,723 shares; 2025Q3: 29,132 shares; 2025Q4: 33,004 shares; 2026Q1: 36,891 shares; 2026Q2: 40,047 shares; 2026Q3: 43,319 shares 43,319 $5.72M 1% +3,272 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,493 shares; 2025Q1: 75,935 shares; 2025Q2: 83,818 shares; 2025Q3: 89,522 shares; 2025Q4: 96,181 shares; 2026Q1: 104,226 shares; 2026Q2: 111,718 shares; 2026Q3: 121,175 shares 121,175 $5.53M 0.97% +9,457 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; 2024Q4: 21,501 shares; 2025Q1: 28,902 shares; 2025Q2: 34,259 shares; 2025Q3: 38,032 shares; 2025Q4: 42,041 shares; 2026Q1: 46,333 shares; 2026Q2: 49,931 shares; 2026Q3: 54,164 shares 54,164 $5.48M 0.96% +4,233 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,890 shares; 2025Q1: 48,903 shares; 2025Q2: 58,526 shares; 2025Q3: 65,501 shares; 2025Q4: 73,266 shares; 2026Q1: 81,745 shares; 2026Q2: 88,578 shares; 2026Q3: 96,781 shares 96,781 $5.35M 0.94% +8,203 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,468 shares; 2025Q1: 6,468 shares; 2025Q2: 6,468 shares; 2025Q3: 6,468 shares; 2025Q4: 6,479 shares; 2026Q1: 6,486 shares; 2026Q2: 5,984 shares; 2026Q3: 6,859 shares 6,859 $5.25M 0.92% +875 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 207,910 shares; 2025Q1: 245,789 shares; 2025Q2: 275,264 shares; 2025Q3: 297,084 shares; 2025Q4: 322,794 shares; 2026Q1: 352,719 shares; 2026Q2: 378,941 shares; 2026Q3: 411,899 shares 411,899 $5.25M 0.92% +32,958 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,017 shares; 2025Q4: 1,043 shares; 2026Q1: 1,025 shares; 2026Q2: 2,752 shares; 2026Q3: 5,495 shares 5,495 $4.19M 0.74% +2,743 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,926 shares; 2025Q1: 18,040 shares; 2025Q2: 18,827 shares; 2025Q3: 18,196 shares; 2025Q4: 18,087 shares; 2026Q1: 14,725 shares; 2026Q2: 13,234 shares; 2026Q3: 11,539 shares 11,539 $3.84M 0.68% -1,695 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,117 shares; 2025Q1: 100,231 shares; 2025Q2: 85,576 shares; 2025Q3: 72,881 shares; 2025Q4: 65,597 shares; 2026Q1: 59,156 shares; 2026Q2: 56,196 shares; 2026Q3: 44,612 shares 44,612 $3.77M 0.66% -11,584 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89 shares; 2025Q1: 807 shares; 2025Q2: 807 shares; 2025Q3: 634 shares; 2025Q4: 739 shares; 2026Q1: 779 shares; 2026Q2: 2,388 shares; 2026Q3: 5,326 shares 5,326 $3.73M 0.66% +2,938 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96,133 shares; 2025Q1: 95,709 shares; 2025Q2: 95,297 shares; 2025Q3: 94,109 shares; 2025Q4: 93,859 shares; 2026Q1: 92,991 shares; 2026Q2: 90,715 shares; 2026Q3: 90,611 shares 90,611 $2.96M 0.52% -104 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,890 shares; 2025Q1: 6,337 shares; 2025Q2: 7,006 shares; 2025Q3: 7,350 shares; 2025Q4: 7,228 shares; 2026Q1: 7,579 shares; 2026Q2: 7,594 shares; 2026Q3: 7,211 shares 7,211 $2.16M 0.38% -383 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,981 shares; 2025Q1: 15,059 shares; 2025Q2: 15,166 shares; 2025Q3: 15,135 shares; 2025Q4: 15,178 shares; 2026Q1: 15,260 shares; 2026Q2: 14,694 shares; 2026Q3: 14,679 shares 14,679 $2.15M 0.38% -15 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94,480 shares; 2025Q1: 94,489 shares; 2025Q2: 93,623 shares; 2025Q3: 92,591 shares; 2025Q4: 90,729 shares; 2026Q1: 88,842 shares; 2026Q2: 84,470 shares; 2026Q3: 73,992 shares 73,992 $2.1M 0.37% -10,478 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,033 shares; 2025Q1: 10,828 shares; 2025Q2: 11,952 shares; 2025Q3: 12,575 shares; 2025Q4: 12,422 shares; 2026Q1: 13,003 shares; 2026Q2: 13,048 shares; 2026Q3: 12,483 shares 12,483 $2.02M 0.36% -565 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,064 shares; 2025Q1: 53,193 shares; 2025Q2: 57,743 shares; 2025Q3: 60,267 shares; 2025Q4: 59,784 shares; 2026Q1: 62,395 shares; 2026Q2: 61,608 shares; 2026Q3: 54,401 shares 54,401 $1.95M 0.34% -7,207 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,569 shares; 2025Q1: 6,683 shares; 2025Q2: 6,593 shares; 2025Q3: 6,593 shares; 2025Q4: 6,593 shares; 2026Q1: 6,153 shares; 2026Q2: 5,895 shares; 2026Q3: 5,668 shares 5,668 $1.95M 0.34% -227 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,376 shares; 2025Q1: 24,376 shares; 2025Q2: 24,376 shares; 2025Q3: 24,376 shares; 2025Q4: 23,701 shares; 2026Q1: 23,401 shares; 2026Q2: 21,301 shares; 2026Q3: 21,001 shares 21,001 $1.84M 0.32% -300 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,600 shares; 2025Q1: 29,468 shares; 2025Q2: 29,446 shares; 2025Q3: 28,823 shares; 2025Q4: 28,452 shares; 2026Q1: 24,129 shares; 2026Q2: 17,509 shares; 2026Q3: 17,381 shares 17,381 $1.82M 0.32% -128 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,033 shares; 2025Q1: 8,678 shares; 2025Q2: 8,813 shares; 2025Q3: 8,763 shares; 2025Q4: 8,723 shares; 2026Q1: 8,220 shares; 2026Q2: 7,508 shares; 2026Q3: 7,227 shares 7,227 $1.8M 0.32% -281 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,627 shares; 2025Q1: 7,214 shares; 2025Q2: 8,070 shares; 2025Q3: 8,531 shares; 2025Q4: 8,447 shares; 2026Q1: 8,919 shares; 2026Q2: 8,967 shares; 2026Q3: 9,164 shares 9,164 $1.78M 0.31% +197 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,076 shares; 2025Q1: 7,154 shares; 2025Q2: 7,154 shares; 2025Q3: 7,154 shares; 2025Q4: 7,154 shares; 2026Q1: 6,402 shares; 2026Q2: 6,077 shares; 2026Q3: 4,509 shares 4,509 $1.75M 0.31% -1,568 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,171 shares; 2025Q1: 43,378 shares; 2025Q2: 43,378 shares; 2025Q3: 43,678 shares; 2025Q4: 43,678 shares; 2026Q1: 38,527 shares; 2026Q2: 38,150 shares; 2026Q3: 37,417 shares 37,417 $1.73M 0.3% -733 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,420 shares; 2025Q1: 37,791 shares; 2025Q2: 37,833 shares; 2025Q3: 37,913 shares; 2025Q4: 36,882 shares; 2026Q1: 34,820 shares; 2026Q2: 29,052 shares; 2026Q3: 35,008 shares 35,008 $1.61M 0.28% +5,956 Timeline SPXN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,454 shares; 2025Q1: 16,777 shares; 2025Q2: 18,714 shares; 2025Q3: 19,815 shares; 2025Q4: 19,704 shares; 2026Q1: 20,778 shares; 2026Q2: 20,430 shares; 2026Q3: 18,910 shares 18,910 $1.6M 0.28% -1,520 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; 2024Q4: 140 shares; 2025Q1: 305 shares; 2025Q2: 5,770 shares; 2025Q3: 5,770 shares; 2025Q4: 3,520 shares; 2026Q1: 3,528 shares; 2026Q2: 2,659 shares; 2026Q3: 2,572 shares 2,572 $1.57M 0.28% -87 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,300 shares; 2025Q1: 42,279 shares; 2025Q2: 42,220 shares; 2025Q3: 42,165 shares; 2025Q4: 41,453 shares; 2026Q1: 41,198 shares; 2026Q2: 40,057 shares; 2026Q3: 38,762 shares 38,762 $1.57M 0.28% -1,295 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,662 shares; 2025Q1: 2,437 shares; 2025Q2: 7,110 shares; 2025Q3: 7,110 shares; 2025Q4: 7,284 shares; 2026Q1: 7,564 shares; 2026Q2: 6,655 shares; 2026Q3: 6,844 shares 6,844 $1.56M 0.27% +189 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,548 shares; 2025Q1: 5,995 shares; 2025Q2: 6,660 shares; 2025Q3: 7,156 shares; 2025Q4: 7,135 shares; 2026Q1: 7,519 shares; 2026Q2: 7,412 shares; 2026Q3: 6,884 shares 6,884 $1.53M 0.27% -528 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,090 shares; 2025Q1: 12,087 shares; 2025Q2: 11,834 shares; 2025Q3: 11,530 shares; 2025Q4: 11,425 shares; 2026Q1: 11,291 shares; 2026Q2: 10,656 shares; 2026Q3: 10,412 shares 10,412 $1.53M 0.27% -244 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; 2024Q4: 14,679 shares; 2025Q1: 15,887 shares; 2025Q2: 17,636 shares; 2025Q3: 18,678 shares; 2025Q4: 18,630 shares; 2026Q1: 19,653 shares; 2026Q2: 19,403 shares; 2026Q3: 18,080 shares 18,080 $1.52M 0.27% -1,323 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,446 shares; 2025Q1: 5,446 shares; 2025Q2: 5,446 shares; 2025Q3: 5,446 shares; 2025Q4: 5,446 shares; 2026Q1: 4,971 shares; 2026Q2: 4,696 shares; 2026Q3: 3,806 shares 3,806 $1.5M 0.26% -890 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 101,100 shares; 2025Q2: 105,975 shares; 2025Q3: 105,975 shares; 2025Q4: 103,725 shares; 2026Q1: 103,725 shares; 2026Q2: 101,767 shares; 2026Q3: 99,346 shares 99,346 $1.48M 0.26% -2,421 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,950 shares; 2025Q1: 16,950 shares; 2025Q2: 16,950 shares; 2025Q3: 16,950 shares; 2025Q4: 11,875 shares; 2026Q1: 16,574 shares; 2026Q2: 16,416 shares; 2026Q3: 14,058 shares 14,058 $1.44M 0.25% -2,358 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,158 shares; 2025Q1: 14,108 shares; 2025Q2: 14,042 shares; 2025Q3: 13,931 shares; 2025Q4: 13,895 shares; 2026Q1: 13,856 shares; 2026Q2: 13,234 shares; 2026Q3: 13,224 shares 13,224 $1.41M 0.25% -10 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,001 shares; 2025Q1: 44,001 shares; 2025Q2: 44,001 shares; 2025Q3: 43,776 shares; 2025Q4: 31,820 shares; 2026Q1: 31,620 shares; 2026Q2: 31,620 shares; 2026Q3: 31,620 shares 31,620 $1.39M 0.25% 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; 2024Q4: 14,175 shares; 2025Q1: 14,273 shares; 2025Q2: 14,273 shares; 2025Q3: 14,273 shares; 2025Q4: 14,273 shares; 2026Q1: 14,273 shares; 2026Q2: 14,273 shares; 2026Q3: 14,273 shares 14,273 $1.34M 0.24% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,552 shares; 2025Q3: 25,555 shares; 2025Q4: 24,932 shares; 2026Q1: 24,934 shares; 2026Q2: 17,625 shares; 2026Q3: 17,238 shares 17,238 $1.34M 0.24% -387 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,413 shares; 2025Q1: 1,428 shares; 2025Q2: 1,428 shares; 2025Q3: 1,441 shares; 2025Q4: 1,396 shares; 2026Q1: 1,324 shares; 2026Q2: 1,307 shares; 2026Q3: 1,231 shares 1,231 $1.3M 0.23% -76 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 35,350 shares; 2025Q2: 35,350 shares; 2025Q3: 35,350 shares; 2025Q4: 34,650 shares; 2026Q1: 34,650 shares; 2026Q2: 33,767 shares; 2026Q3: 32,558 shares 32,558 $1.28M 0.22% -1,209 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,550 shares; 2025Q1: 9,583 shares; 2025Q2: 9,583 shares; 2025Q3: 9,458 shares; 2025Q4: 8,008 shares; 2026Q1: 6,903 shares; 2026Q2: 6,883 shares; 2026Q3: 6,633 shares 6,633 $1.25M 0.22% -250 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,394 shares; 2025Q1: 30,286 shares; 2025Q2: 29,911 shares; 2025Q3: 29,911 shares; 2025Q4: 29,539 shares; 2026Q1: 29,346 shares; 2026Q2: 28,618 shares; 2026Q3: 27,870 shares 27,870 $1.24M 0.22% -748 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 220 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 27,775 shares; 2026Q1: 27,775 shares; 2026Q2: 27,416 shares; 2026Q3: 26,958 shares 26,958 $1.24M 0.22% -458 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,924 shares; 2025Q1: 66,954 shares; 2025Q2: 66,854 shares; 2025Q3: 66,761 shares; 2025Q4: 65,213 shares; 2026Q1: 65,213 shares; 2026Q2: 63,225 shares; 2026Q3: 62,612 shares 62,612 $1.23M 0.22% -613 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 378 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 4,871 shares; 2026Q2: 4,819 shares; 2026Q3: 4,729 shares 4,729 $1.22M 0.21% -90 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,518 shares; 2025Q1: 38,582 shares; 2025Q2: 38,395 shares; 2025Q3: 28,685 shares; 2025Q4: 27,581 shares; 2026Q1: 26,334 shares; 2026Q2: 20,294 shares; 2026Q3: 19,236 shares 19,236 $1.18M 0.21% -1,058 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,462 shares; 2025Q1: 28,284 shares; 2025Q2: 27,776 shares; 2025Q3: 14,098 shares; 2025Q4: 13,614 shares; 2026Q1: 13,540 shares; 2026Q2: 12,516 shares; 2026Q3: 11,546 shares 11,546 $1.17M 0.21% -970 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,669 shares; 2025Q1: 10,569 shares; 2025Q2: 11,902 shares; 2025Q3: 12,659 shares; 2025Q4: 12,646 shares; 2026Q1: 13,440 shares; 2026Q2: 13,219 shares; 2026Q3: 12,325 shares 12,325 $1.17M 0.21% -894 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,055 shares; 2025Q1: 9,205 shares; 2025Q2: 9,205 shares; 2025Q3: 9,325 shares; 2025Q4: 9,325 shares; 2026Q1: 8,958 shares; 2026Q2: 8,779 shares; 2026Q3: 8,031 shares 8,031 $1.17M 0.21% -748 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,187 shares; 2026Q3: 27,824 shares 27,824 $1.16M 0.2% -363 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,112 shares; 2025Q1: 20,537 shares; 2025Q2: 20,537 shares; 2025Q3: 20,537 shares; 2025Q4: 20,143 shares; 2026Q1: 19,767 shares; 2026Q2: 13,760 shares; 2026Q3: 13,371 shares 13,371 $1.15M 0.2% -389 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,769 shares; 2025Q1: 30,571 shares; 2025Q2: 29,152 shares; 2025Q3: 28,612 shares; 2025Q4: 27,328 shares; 2026Q1: 27,329 shares; 2026Q2: 26,620 shares; 2026Q3: 16,035 shares 16,035 $1.13M 0.2% -10,585 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,347 shares; 2026Q1: 11,347 shares; 2026Q2: 11,347 shares; 2026Q3: 11,347 shares 11,347 $1.13M 0.2% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,575 shares; 2025Q1: 6,575 shares; 2025Q2: 6,475 shares; 2025Q3: 6,375 shares; 2025Q4: 6,375 shares; 2026Q1: 4,925 shares; 2026Q2: 4,925 shares; 2026Q3: 4,925 shares 4,925 $1.12M 0.2% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,406 shares; 2025Q1: 75,310 shares; 2025Q2: 74,370 shares; 2025Q3: 72,659 shares; 2025Q4: 71,863 shares; 2026Q1: 69,497 shares; 2026Q2: 65,076 shares; 2026Q3: 62,527 shares 62,527 $1.1M 0.19% -2,549 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,823 shares; 2025Q1: 40,676 shares; 2025Q2: 40,677 shares; 2025Q3: 40,678 shares; 2025Q4: 40,879 shares; 2026Q1: 38,481 shares; 2026Q2: 38,962 shares; 2026Q3: 38,216 shares 38,216 $1.09M 0.19% -746 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 106 shares; 2025Q4: 1,088 shares; 2026Q1: 5,916 shares; 2026Q2: 5,941 shares; 2026Q3: 5,879 shares 5,879 $1.08M 0.19% -62 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,601 shares; 2025Q1: 2,601 shares; 2025Q2: 2,601 shares; 2025Q3: 2,601 shares; 2025Q4: 2,601 shares; 2026Q1: 2,237 shares; 2026Q2: 2,195 shares; 2026Q3: 2,116 shares 2,116 $1.08M 0.19% -79 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,247 shares; 2025Q1: 4,247 shares; 2025Q2: 4,247 shares; 2025Q3: 4,247 shares; 2025Q4: 4,247 shares; 2026Q1: 4,033 shares; 2026Q2: 3,983 shares; 2026Q3: 3,858 shares 3,858 $1.07M 0.19% -125 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,404 shares; 2025Q1: 9,054 shares; 2025Q2: 13,954 shares; 2025Q3: 13,954 shares; 2025Q4: 12,304 shares; 2026Q1: 12,779 shares; 2026Q2: 12,588 shares; 2026Q3: 12,071 shares 12,071 $1.07M 0.19% -517 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 9,713 shares; 2026Q2: 9,638 shares; 2026Q3: 9,513 shares 9,513 $1.07M 0.19% -125 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,926 shares; 2025Q1: 13,626 shares; 2025Q2: 13,626 shares; 2025Q3: 13,721 shares; 2025Q4: 13,721 shares; 2026Q1: 12,911 shares; 2026Q2: 12,688 shares; 2026Q3: 12,315 shares 12,315 $1.06M 0.19% -373 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,648 shares; 2025Q1: 14,348 shares; 2025Q2: 23,650 shares; 2025Q3: 23,653 shares; 2025Q4: 23,331 shares; 2026Q1: 23,034 shares; 2026Q2: 22,289 shares; 2026Q3: 21,143 shares 21,143 $1.06M 0.19% -1,146 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,776 shares; 2025Q1: 4,776 shares; 2025Q2: 4,776 shares; 2025Q3: 4,776 shares; 2025Q4: 4,776 shares; 2026Q1: 4,692 shares; 2026Q2: 4,650 shares; 2026Q3: 4,125 shares 4,125 $1.05M 0.19% -525 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; 2024Q4: 20,456 shares; 2025Q1: 20,619 shares; 2025Q2: 20,619 shares; 2025Q3: 20,619 shares; 2025Q4: 20,330 shares; 2026Q1: 20,130 shares; 2026Q2: 19,746 shares; 2026Q3: 19,350 shares 19,350 $1.05M 0.18% -396 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,850 shares; 2026Q3: 22,550 shares 22,550 $1.05M 0.18% -300 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 19,750 shares; 2025Q2: 19,750 shares; 2025Q3: 19,750 shares; 2025Q4: 19,025 shares; 2026Q1: 26,025 shares; 2026Q2: 25,450 shares; 2026Q3: 24,937 shares 24,937 $1.04M 0.18% -513 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 10,800 shares; 2026Q2: 10,650 shares; 2026Q3: 10,500 shares 10,500 $1.02M 0.18% -150 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 6,350 shares; 2026Q2: 6,425 shares; 2026Q3: 6,350 shares 6,350 $1.02M 0.18% -75 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,437 shares; 2025Q1: 33,437 shares; 2025Q2: 33,437 shares; 2025Q3: 33,437 shares; 2025Q4: 33,437 shares; 2026Q1: 31,565 shares; 2026Q2: 31,051 shares; 2026Q3: 30,525 shares 30,525 $1.01M 0.18% -526 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 855 shares; 2026Q1: 865 shares; 2026Q2: 7,674 shares; 2026Q3: 7,524 shares 7,524 $1.01M 0.18% -150 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,100 shares; 2025Q1: 3,875 shares; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 3,875 shares; 2026Q1: 3,875 shares; 2026Q2: 6,825 shares; 2026Q3: 6,537 shares 6,537 $994K 0.17% -288 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,250 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,420 shares; 2025Q4: 2,423 shares; 2026Q1: 2,448 shares; 2026Q2: 2,841 shares; 2026Q3: 2,734 shares 2,734 $960K 0.17% -107 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,625 shares; 2025Q1: 29,575 shares; 2025Q2: 29,575 shares; 2025Q3: 29,575 shares; 2025Q4: 29,275 shares; 2026Q1: 27,875 shares; 2026Q2: 27,584 shares; 2026Q3: 26,792 shares 26,792 $956K 0.17% -792 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,605 shares; 2025Q1: 19,455 shares; 2025Q2: 17,836 shares; 2025Q3: 17,085 shares; 2025Q4: 15,906 shares; 2026Q1: 15,816 shares; 2026Q2: 13,386 shares; 2026Q3: 12,671 shares 12,671 $946K 0.17% -715 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 41,859 shares; 2026Q2: 41,509 shares; 2026Q3: 40,972 shares 40,972 $941K 0.17% -537 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; 2024Q4: 10,839 shares; 2025Q1: 11,175 shares; 2025Q2: 11,175 shares; 2025Q3: 11,253 shares; 2025Q4: 10,031 shares; 2026Q1: 10,053 shares; 2026Q2: 10,026 shares; 2026Q3: 9,892 shares 9,892 $924K 0.16% -134 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,575 shares; 2025Q1: 15,681 shares; 2025Q2: 18,706 shares; 2025Q3: 18,706 shares; 2025Q4: 16,606 shares; 2026Q1: 16,506 shares; 2026Q2: 16,147 shares; 2026Q3: 15,989 shares 15,989 $919K 0.16% -158 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 813 shares; 2025Q1: 2,863 shares; 2025Q2: 2,938 shares; 2025Q3: 2,938 shares; 2025Q4: 2,850 shares; 2026Q1: 2,941 shares; 2026Q2: 2,841 shares; 2026Q3: 2,653 shares 2,653 $904K 0.16% -188 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,389 shares; 2025Q1: 10,829 shares; 2025Q2: 10,829 shares; 2025Q3: 10,829 shares; 2025Q4: 11,256 shares; 2026Q1: 11,471 shares; 2026Q2: 11,279 shares; 2026Q3: 11,018 shares 11,018 $900K 0.16% -261 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 423 shares; 2025Q1: 14,833 shares; 2025Q2: 14,833 shares; 2025Q3: 14,833 shares; 2025Q4: 14,533 shares; 2026Q1: 14,249 shares; 2026Q2: 13,999 shares; 2026Q3: 13,467 shares 13,467 $898K 0.16% -532 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,150 shares; 2025Q1: 5,199 shares; 2025Q2: 5,199 shares; 2025Q3: 5,199 shares; 2025Q4: 5,199 shares; 2026Q1: 4,326 shares; 2026Q2: 4,128 shares; 2026Q3: 3,983 shares 3,983 $885K 0.16% -145 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,075 shares; 2025Q3: 69,825 shares; 2025Q4: 69,025 shares; 2026Q1: 69,025 shares; 2026Q2: 67,042 shares; 2026Q3: 65,595 shares 65,595 $882K 0.15% -1,447 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,438 shares; 2026Q1: 12,438 shares; 2026Q2: 12,289 shares; 2026Q3: 11,951 shares 11,951 $880K 0.15% -338 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,583 shares; 2025Q1: 2,891 shares; 2025Q2: 8,879 shares; 2025Q3: 8,891 shares; 2025Q4: 8,816 shares; 2026Q1: 8,508 shares; 2026Q2: 7,121 shares; 2026Q3: 6,913 shares 6,913 $876K 0.15% -208 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; 2024Q4: 5,688 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 5,579 shares; 2026Q1: 4,290 shares; 2026Q2: 4,431 shares; 2026Q3: 4,306 shares 4,306 $864K 0.15% -125 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,333 shares; 2025Q1: 28,533 shares; 2025Q2: 28,533 shares; 2025Q3: 28,533 shares; 2025Q4: 27,983 shares; 2026Q1: 27,783 shares; 2026Q2: 27,333 shares; 2026Q3: 27,133 shares 27,133 $857K 0.15% -200 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,675 shares; 2026Q1: 70,675 shares; 2026Q2: 68,091 shares; 2026Q3: 65,495 shares 65,495 $842K 0.15% -2,596 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,510 shares; 2026Q2: 26,185 shares; 2026Q3: 25,847 shares 25,847 $831K 0.15% -338 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,399 shares; 2025Q1: 2,306 shares; 2025Q2: 3,493 shares; 2025Q3: 4,310 shares; 2025Q4: 4,688 shares; 2026Q1: 5,339 shares; 2026Q2: 5,414 shares; 2026Q3: 5,752 shares 5,752 $818K 0.14% +338 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,212 shares; 2025Q1: 8,587 shares; 2025Q2: 8,587 shares; 2025Q3: 8,587 shares; 2025Q4: 8,512 shares; 2026Q1: 8,107 shares; 2026Q2: 7,984 shares; 2026Q3: 7,599 shares 7,599 $797K 0.14% -385 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,225 shares; 2026Q2: 24,450 shares; 2026Q3: 23,975 shares 23,975 $795K 0.14% -475 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,700 shares; 2025Q3: 19,700 shares; 2025Q4: 19,125 shares; 2026Q1: 18,825 shares; 2026Q2: 18,317 shares; 2026Q3: 17,670 shares 17,670 $789K 0.14% -647 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,969 shares; 2025Q1: 43,664 shares; 2025Q2: 18,636 shares; 2025Q3: 17,841 shares; 2025Q4: 17,766 shares; 2026Q1: 17,289 shares; 2026Q2: 13,480 shares; 2026Q3: 13,480 shares 13,480 $787K 0.14% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 2,950 shares; 2026Q2: 2,126 shares; 2026Q3: 2,051 shares 2,051 $783K 0.14% -75 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,348 shares; 2025Q1: 57,348 shares; 2025Q2: 57,348 shares; 2025Q3: 57,348 shares; 2025Q4: 53,077 shares; 2026Q1: 54,211 shares; 2026Q2: 53,332 shares; 2026Q3: 50,569 shares 50,569 $780K 0.14% -2,763 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,053 shares; 2025Q1: 2,722 shares; 2025Q2: 2,722 shares; 2025Q3: 2,722 shares; 2025Q4: 2,722 shares; 2026Q1: 2,722 shares; 2026Q2: 2,591 shares; 2026Q3: 2,323 shares 2,323 $769K 0.14% -268 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,325 shares; 2025Q1: 12,255 shares; 2025Q2: 12,261 shares; 2025Q3: 12,268 shares; 2025Q4: 12,198 shares; 2026Q1: 9,695 shares; 2026Q2: 7,675 shares; 2026Q3: 7,325 shares 7,325 $761K 0.13% -350 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,877 shares; 2025Q1: 4,580 shares; 2025Q2: 7,087 shares; 2025Q3: 8,482 shares; 2025Q4: 9,300 shares; 2026Q1: 10,698 shares; 2026Q2: 11,037 shares; 2026Q3: 11,825 shares 11,825 $752K 0.13% +788 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,350 shares; 2025Q1: 26,350 shares; 2025Q2: 26,350 shares; 2025Q3: 26,350 shares; 2025Q4: 23,971 shares; 2026Q1: 21,121 shares; 2026Q2: 21,121 shares; 2026Q3: 21,121 shares 21,121 $752K 0.13% 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; 2024Q4: 17,993 shares; 2025Q1: 18,173 shares; 2025Q2: 18,173 shares; 2025Q3: 17,704 shares; 2025Q4: 17,704 shares; 2026Q1: 17,725 shares; 2026Q2: 12,640 shares; 2026Q3: 7,034 shares 7,034 $751K 0.13% -5,606 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,250 shares; 2025Q1: 21,250 shares; 2025Q2: 21,250 shares; 2025Q3: 21,250 shares; 2025Q4: 21,025 shares; 2026Q1: 20,800 shares; 2026Q2: 20,309 shares; 2026Q3: 19,705 shares 19,705 $748K 0.13% -604 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,573 shares; 2025Q1: 10,419 shares; 2025Q2: 10,112 shares; 2025Q3: 10,255 shares; 2025Q4: 10,292 shares; 2026Q1: 9,875 shares; 2026Q2: 9,108 shares; 2026Q3: 8,686 shares 8,686 $748K 0.13% -422 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,942 shares; 2025Q1: 42,523 shares; 2025Q2: 42,531 shares; 2025Q3: 42,590 shares; 2025Q4: 41,529 shares; 2026Q1: 37,219 shares; 2026Q2: 31,018 shares; 2026Q3: 30,193 shares 30,193 $737K 0.13% -825 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 290 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 40,729 shares; 2025Q4: 42,237 shares; 2026Q1: 41,919 shares; 2026Q2: 40,950 shares; 2026Q3: 39,744 shares 39,744 $730K 0.13% -1,206 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; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 5,900 shares; 2025Q4: 5,274 shares; 2026Q1: 4,371 shares; 2026Q2: 4,371 shares; 2026Q3: 3,954 shares 3,954 $705K 0.12% -417 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; 2024Q4: 6,217 shares; 2025Q1: 6,217 shares; 2025Q2: 6,217 shares; 2025Q3: 6,217 shares; 2025Q4: 6,277 shares; 2026Q1: 6,328 shares; 2026Q2: 6,328 shares; 2026Q3: 6,128 shares 6,128 $696K 0.12% -200 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares; 2026Q3: 15,875 shares 15,875 $693K 0.12% +15,575 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,628 shares; 2025Q1: 18,628 shares; 2025Q2: 18,628 shares; 2025Q3: 18,628 shares; 2025Q4: 18,008 shares; 2026Q1: 15,528 shares; 2026Q2: 14,952 shares; 2026Q3: 14,326 shares 14,326 $690K 0.12% -626 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,088 shares; 2025Q1: 15,101 shares; 2025Q2: 15,269 shares; 2025Q3: 15,288 shares; 2025Q4: 15,294 shares; 2026Q1: 15,302 shares; 2026Q2: 14,702 shares; 2026Q3: 14,060 shares 14,060 $677K 0.12% -642 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,475 shares; 2026Q2: 18,225 shares; 2026Q3: 17,825 shares 17,825 $676K 0.12% -400 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,017 shares; 2025Q1: 31,642 shares; 2025Q2: 31,642 shares; 2025Q3: 31,642 shares; 2025Q4: 28,067 shares; 2026Q1: 31,300 shares; 2026Q2: 30,942 shares; 2026Q3: 29,695 shares 29,695 $675K 0.12% -1,247 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,357 shares; 2025Q3: 10,357 shares; 2025Q4: 10,107 shares; 2026Q1: 7,163 shares; 2026Q2: 7,163 shares; 2026Q3: 7,077 shares 7,077 $673K 0.12% -86 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 23 shares; 2026Q2: not reported; 2026Q3: 2,550 shares 2,550 $668K 0.12% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 16,993 shares; 2026Q2: 16,468 shares; 2026Q3: 16,143 shares 16,143 $666K 0.12% -325 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,079 shares; 2025Q1: 1,756 shares; 2025Q2: 2,734 shares; 2025Q3: 3,300 shares; 2025Q4: 3,649 shares; 2026Q1: 4,182 shares; 2026Q2: 4,228 shares; 2026Q3: 4,527 shares 4,527 $664K 0.12% +299 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,562 shares; 2025Q1: 25,466 shares; 2025Q2: 25,279 shares; 2025Q3: 24,480 shares; 2025Q4: 24,176 shares; 2026Q1: 23,177 shares; 2026Q2: 9,612 shares; 2026Q3: 9,372 shares 9,372 $654K 0.12% -240 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,850 shares; 2026Q3: 32,125 shares 32,125 $641K 0.11% -725 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137,225 shares; 2025Q1: 137,225 shares; 2025Q2: 137,225 shares; 2025Q3: 137,225 shares; 2025Q4: 137,225 shares; 2026Q1: 137,225 shares; 2026Q2: 134,267 shares; 2026Q3: 127,508 shares 127,508 $640K 0.11% -6,759 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,387 shares; 2025Q1: 18,257 shares; 2025Q2: 18,257 shares; 2025Q3: 13,588 shares; 2025Q4: 13,088 shares; 2026Q1: 12,577 shares; 2026Q2: 12,577 shares; 2026Q3: 11,728 shares 11,728 $638K 0.11% -849 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,306 shares; 2025Q1: 81,856 shares; 2025Q2: 81,856 shares; 2025Q3: 81,856 shares; 2025Q4: 48,481 shares; 2026Q1: 76,806 shares; 2026Q2: 76,181 shares; 2026Q3: 75,243 shares 75,243 $631K 0.11% -938 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 3,030 shares; 2026Q3: 2,995 shares 2,995 $624K 0.11% -35 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 10 shares; 2026Q2: 2,810 shares; 2026Q3: 2,810 shares 2,810 $623K 0.11% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 929 shares; 2025Q1: 1,481 shares; 2025Q2: 2,291 shares; 2025Q3: 2,750 shares; 2025Q4: 3,036 shares; 2026Q1: 3,499 shares; 2026Q2: 3,362 shares; 2026Q3: 3,242 shares 3,242 $616K 0.11% -120 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 190 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 80 shares; 2026Q2: 6,305 shares; 2026Q3: 6,230 shares 6,230 $616K 0.11% -75 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,089 shares; 2025Q1: 8,979 shares; 2025Q2: 8,979 shares; 2025Q3: 8,979 shares; 2025Q4: 7,991 shares; 2026Q1: 7,827 shares; 2026Q2: 7,827 shares; 2026Q3: 6,856 shares 6,856 $612K 0.11% -971 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,437 shares; 2025Q1: 12,437 shares; 2025Q2: 12,437 shares; 2025Q3: 12,437 shares; 2025Q4: 12,062 shares; 2026Q1: 12,182 shares; 2026Q2: 11,948 shares; 2026Q3: 11,640 shares 11,640 $607K 0.11% -308 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,138 shares; 2025Q1: 9,225 shares; 2025Q2: 9,225 shares; 2025Q3: 9,225 shares; 2025Q4: 9,100 shares; 2026Q1: 6,750 shares; 2026Q2: 6,584 shares; 2026Q3: 6,417 shares 6,417 $603K 0.11% -167 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,725 shares; 2026Q2: 6,575 shares; 2026Q3: 6,575 shares 6,575 $600K 0.11% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,392 shares; 2025Q1: 6,392 shares; 2025Q2: 6,392 shares; 2025Q3: 6,392 shares; 2025Q4: 6,392 shares; 2026Q1: 6,142 shares; 2026Q2: 6,028 shares; 2026Q3: 5,765 shares 5,765 $600K 0.11% -263 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220,775 shares; 2025Q1: 220,775 shares; 2025Q2: 220,775 shares; 2025Q3: 220,775 shares; 2025Q4: 220,775 shares; 2026Q1: 220,775 shares; 2026Q2: 215,575 shares; 2026Q3: 203,687 shares 203,687 $595K 0.1% -11,888 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,075 shares; 2026Q3: 2,075 shares 2,075 $592K 0.1% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,556 shares; 2025Q1: 9,311 shares; 2025Q2: 9,311 shares; 2025Q3: 9,311 shares; 2025Q4: 6,342 shares; 2026Q1: 4,425 shares; 2026Q2: 4,425 shares; 2026Q3: 4,425 shares 4,425 $573K 0.1% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 387 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 369 shares; 2025Q4: 395 shares; 2026Q1: 397 shares; 2026Q2: 1,595 shares; 2026Q3: 1,568 shares 1,568 $563K 0.1% -27 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; 2024Q4: 284 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,550 shares 6,550 $551K 0.1% new Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,353 shares 3,353 $546K 0.1% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 2,186 shares; 2025Q3: 2,186 shares; 2025Q4: 2,136 shares; 2026Q1: 2,136 shares; 2026Q2: 2,070 shares; 2026Q3: 2,003 shares 2,003 $539K 0.09% -67 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,825 shares; 2025Q1: 26,825 shares; 2025Q2: 26,825 shares; 2025Q3: 26,825 shares; 2025Q4: 26,125 shares; 2026Q1: 26,400 shares; 2026Q2: 25,925 shares; 2026Q3: 25,575 shares 25,575 $535K 0.09% -350 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 5,002 shares; 2026Q1: 6,408 shares; 2026Q2: 6,263 shares; 2026Q3: 6,113 shares 6,113 $523K 0.09% -150 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 300 shares; 2026Q3: 288 shares 288 $522K 0.09% -12 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,275 shares 4,275 $521K 0.09% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,507 shares; 2025Q1: 26,288 shares; 2025Q2: 26,288 shares; 2025Q3: 26,288 shares; 2025Q4: 26,168 shares; 2026Q1: 7,719 shares; 2026Q2: 7,349 shares; 2026Q3: 7,349 shares 7,349 $516K 0.09% 0 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,618 shares; 2026Q2: 15,618 shares; 2026Q3: 15,201 shares 15,201 $513K 0.09% -417 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,654 shares; 2025Q1: 27,654 shares; 2025Q2: 66,604 shares; 2025Q3: 66,604 shares; 2025Q4: 63,979 shares; 2026Q1: 63,979 shares; 2026Q2: 62,479 shares; 2026Q3: 60,879 shares 60,879 $511K 0.09% -1,600 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,169 shares; 2025Q1: 8,756 shares; 2025Q2: 8,756 shares; 2025Q3: 8,756 shares; 2025Q4: 8,756 shares; 2026Q1: 8,784 shares; 2026Q2: 8,628 shares; 2026Q3: 8,135 shares 8,135 $508K 0.09% -493 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,911 shares; 2025Q1: 16,275 shares; 2025Q2: 16,156 shares; 2025Q3: 6,195 shares; 2025Q4: 6,158 shares; 2026Q1: 25,154 shares; 2026Q2: 4,099 shares; 2026Q3: 3,609 shares 3,609 $499K 0.09% -490 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,840 shares; 2026Q3: 20,340 shares 20,340 $499K 0.09% -500 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,560 shares; 2025Q1: 12,365 shares; 2025Q2: 12,365 shares; 2025Q3: 12,365 shares; 2025Q4: 11,890 shares; 2026Q1: 11,190 shares; 2026Q2: 11,190 shares; 2026Q3: 10,940 shares 10,940 $481K 0.08% -250 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 10,962 shares; 2025Q3: 10,965 shares; 2025Q4: 10,605 shares; 2026Q1: 10,669 shares; 2026Q2: 10,370 shares; 2026Q3: 10,041 shares 10,041 $477K 0.08% -329 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,900 shares; 2025Q3: 25,900 shares; 2025Q4: 25,200 shares; 2026Q1: 25,125 shares; 2026Q2: 24,784 shares; 2026Q3: 24,005 shares 24,005 $476K 0.08% -779 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,282 shares; 2025Q1: 7,282 shares; 2025Q2: 7,282 shares; 2025Q3: 7,266 shares; 2025Q4: 7,200 shares; 2026Q1: 7,067 shares; 2026Q2: 7,865 shares; 2026Q3: 7,848 shares 7,848 $475K 0.08% -17 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,087 shares; 2025Q4: 4,087 shares; 2026Q1: 3,412 shares; 2026Q2: 3,325 shares; 2026Q3: 3,037 shares 3,037 $471K 0.08% -288 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,630 shares; 2025Q1: 1,849 shares; 2025Q2: 1,850 shares; 2025Q3: 1,868 shares; 2025Q4: 1,877 shares; 2026Q1: 1,886 shares; 2026Q2: 1,694 shares; 2026Q3: 1,654 shares 1,654 $471K 0.08% -40 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,694 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,574 shares; 2025Q4: 1,524 shares; 2026Q1: 1,534 shares; 2026Q2: 1,534 shares; 2026Q3: 1,534 shares 1,534 $466K 0.08% 0 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,123 shares; 2025Q1: 7,123 shares; 2025Q2: 7,123 shares; 2025Q3: 6,730 shares; 2025Q4: 5,586 shares; 2026Q1: 5,586 shares; 2026Q2: 4,419 shares; 2026Q3: 3,889 shares 3,889 $462K 0.08% -530 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,150 shares; 2025Q3: 16,156 shares; 2025Q4: 15,686 shares; 2026Q1: 15,491 shares; 2026Q2: 14,716 shares; 2026Q3: 13,858 shares 13,858 $461K 0.08% -858 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,700 shares; 2025Q1: 25,044 shares; 2025Q2: 15,342 shares; 2025Q3: 14,401 shares; 2025Q4: 14,039 shares; 2026Q1: 12,386 shares; 2026Q2: 7,349 shares; 2026Q3: 7,349 shares 7,349 $459K 0.08% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,325 shares; 2025Q1: 13,325 shares; 2025Q2: 13,325 shares; 2025Q3: 13,325 shares; 2025Q4: 13,325 shares; 2026Q1: 13,025 shares; 2026Q2: 12,650 shares; 2026Q3: 12,412 shares 12,412 $453K 0.08% -238 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,484 shares; 2025Q1: 8,903 shares; 2025Q2: 30,114 shares; 2025Q3: 30,122 shares; 2025Q4: 29,105 shares; 2026Q1: 29,064 shares; 2026Q2: 17,373 shares; 2026Q3: 16,295 shares 16,295 $449K 0.08% -1,078 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,053 shares; 2025Q1: 8,053 shares; 2025Q2: 8,053 shares; 2025Q3: 8,053 shares; 2025Q4: 8,053 shares; 2026Q1: 7,517 shares; 2026Q2: 7,392 shares; 2026Q3: 6,879 shares 6,879 $446K 0.08% -513 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,825 shares 2,825 $445K 0.08% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54 shares; 2025Q1: 270 shares; 2025Q2: 5,623 shares; 2025Q3: 7,230 shares; 2025Q4: 5,730 shares; 2026Q1: 5,730 shares; 2026Q2: 5,676 shares; 2026Q3: 5,333 shares 5,333 $442K 0.08% -343 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,504 shares; 2025Q3: 2,054 shares; 2025Q4: 2,029 shares; 2026Q1: 1,979 shares; 2026Q2: 1,862 shares; 2026Q3: 1,820 shares 1,820 $437K 0.08% -42 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,150 shares; 2025Q1: 22,900 shares; 2025Q2: 22,900 shares; 2025Q3: 22,900 shares; 2025Q4: 23,325 shares; 2026Q1: 21,866 shares; 2026Q2: 21,574 shares; 2026Q3: 19,958 shares 19,958 $434K 0.08% -1,616 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares; 2026Q2: 1,867 shares; 2026Q3: 2,185 shares 2,185 $428K 0.08% +318 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 890 shares; 2026Q3: 878 shares 878 $424K 0.07% -12 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; 2024Q4: 11,945 shares; 2025Q1: 14,925 shares; 2025Q2: 14,925 shares; 2025Q3: 14,925 shares; 2025Q4: 13,625 shares; 2026Q1: 13,625 shares; 2026Q2: 13,625 shares; 2026Q3: 13,475 shares 13,475 $415K 0.07% -150 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 690 shares; 2025Q3: 533 shares; 2025Q4: 585 shares; 2026Q1: 585 shares; 2026Q2: 3,184 shares; 2026Q3: 3,257 shares 3,257 $408K 0.07% +73 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,148 shares; 2025Q1: 1,919 shares; 2025Q2: 1,919 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares; 2026Q2: 1,835 shares; 2026Q3: 1,750 shares 1,750 $402K 0.07% -85 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,606 shares; 2025Q1: 25,606 shares; 2025Q2: 25,606 shares; 2025Q3: 25,606 shares; 2025Q4: 25,084 shares; 2026Q1: 24,785 shares; 2026Q2: 24,676 shares; 2026Q3: 24,326 shares 24,326 $393K 0.07% -350 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,118 shares; 2025Q1: 11,118 shares; 2025Q2: 11,118 shares; 2025Q3: 10,311 shares; 2025Q4: 8,036 shares; 2026Q1: 8,036 shares; 2026Q2: 8,036 shares; 2026Q3: 8,036 shares 8,036 $387K 0.07% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 45 shares; 2025Q2: 1,195 shares; 2025Q3: 1,196 shares; 2025Q4: 1,180 shares; 2026Q1: 1,203 shares; 2026Q2: 1,119 shares; 2026Q3: 1,049 shares 1,049 $385K 0.07% -70 Timeline SRET GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,260 shares; 2025Q1: 23,703 shares; 2025Q2: 23,634 shares; 2025Q3: 23,591 shares; 2025Q4: 23,370 shares; 2026Q1: 21,301 shares; 2026Q2: 20,631 shares; 2026Q3: 19,169 shares 19,169 $384K 0.07% -1,462 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,050 shares; 2025Q1: 14,050 shares; 2025Q2: 14,050 shares; 2025Q3: 14,050 shares; 2025Q4: 14,050 shares; 2026Q1: 14,050 shares; 2026Q2: 14,050 shares; 2026Q3: 14,050 shares 14,050 $381K 0.07% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,877 shares; 2025Q1: 11,877 shares; 2025Q2: 11,877 shares; 2025Q3: 11,877 shares; 2025Q4: 9,327 shares; 2026Q1: 11,773 shares; 2026Q2: 11,557 shares; 2026Q3: 10,629 shares 10,629 $376K 0.07% -928 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,907 shares; 2025Q1: 8,066 shares; 2025Q2: 8,066 shares; 2025Q3: 8,066 shares; 2025Q4: 8,066 shares; 2026Q1: 7,525 shares; 2026Q2: 7,370 shares; 2026Q3: 7,370 shares 7,370 $372K 0.07% 0 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,925 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,300 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,200 shares; 2026Q3: 4,808 shares 4,808 $370K 0.07% -1,392 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50,265 shares; 2025Q1: 50,265 shares; 2025Q2: 42,415 shares; 2025Q3: 40,315 shares; 2025Q4: 40,315 shares; 2026Q1: 10,280 shares; 2026Q2: 10,280 shares; 2026Q3: 10,280 shares 10,280 $365K 0.06% 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; 2024Q4: 510 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 5,000 shares; 2026Q1: 5,174 shares; 2026Q2: 5,174 shares; 2026Q3: 5,174 shares 5,174 $360K 0.06% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,207 shares; 2025Q1: 10,207 shares; 2025Q2: 10,207 shares; 2025Q3: 10,207 shares; 2025Q4: 10,207 shares; 2026Q1: 9,507 shares; 2026Q2: 9,182 shares; 2026Q3: 8,857 shares 8,857 $357K 0.06% -325 Timeline CCU COMPANIA CERVECERIAS UNIDAS More: the full row for COMPANIA CERVECERIAS UNIDAS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,675 shares; 2025Q1: 36,275 shares; 2025Q2: 36,275 shares; 2025Q3: 36,275 shares; 2025Q4: 35,075 shares; 2026Q1: 34,775 shares; 2026Q2: 34,375 shares; 2026Q3: 34,075 shares 34,075 $355K 0.06% -300 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,775 shares; 2026Q3: 1,775 shares 1,775 $354K 0.06% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares; 2026Q2: 1,641 shares; 2026Q3: 1,558 shares 1,558 $352K 0.06% -83 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,500 shares; 2026Q3: 3,400 shares 3,400 $348K 0.06% -100 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,625 shares; 2025Q1: 19,992 shares; 2025Q2: 19,992 shares; 2025Q3: 19,992 shares; 2025Q4: 18,442 shares; 2026Q1: 18,592 shares; 2026Q2: 18,592 shares; 2026Q3: 18,342 shares 18,342 $339K 0.06% -250 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,331 shares; 2025Q1: 1,329 shares; 2025Q2: 1,323 shares; 2025Q3: 484 shares; 2025Q4: 472 shares; 2026Q1: 472 shares; 2026Q2: 2,792 shares; 2026Q3: 3,462 shares 3,462 $321K 0.06% +670 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,687 shares; 2025Q1: 14,687 shares; 2025Q2: 14,687 shares; 2025Q3: 14,687 shares; 2025Q4: 9,787 shares; 2026Q1: 9,137 shares; 2026Q2: 8,871 shares; 2026Q3: 8,404 shares 8,404 $318K 0.06% -467 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 416 shares; 2026Q1: 417 shares; 2026Q2: 417 shares; 2026Q3: 428 shares 428 $317K 0.06% +11 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares; 2026Q2: 1,575 shares; 2026Q3: 1,575 shares 1,575 $316K 0.06% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 550 shares; 2026Q2: 550 shares; 2026Q3: 6,962 shares 6,962 $315K 0.06% +6,412 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; 2024Q4: 3,946 shares; 2025Q1: 3,709 shares; 2025Q2: 3,709 shares; 2025Q3: 3,709 shares; 2025Q4: 3,209 shares; 2026Q1: 3,119 shares; 2026Q2: 3,016 shares; 2026Q3: 2,920 shares 2,920 $314K 0.06% -96 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 977 shares; 2026Q2: 1,077 shares; 2026Q3: 1,132 shares 1,132 $312K 0.05% +55 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 812 shares; 2026Q2: 787 shares; 2026Q3: 787 shares 787 $310K 0.05% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,822 shares; 2025Q1: 1,936 shares; 2025Q2: 1,936 shares; 2025Q3: 1,936 shares; 2025Q4: 1,964 shares; 2026Q1: 1,590 shares; 2026Q2: 1,506 shares; 2026Q3: 1,506 shares 1,506 $308K 0.05% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,300 shares; 2025Q1: 3,392 shares; 2025Q2: 3,392 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares; 2026Q3: 3,300 shares 3,300 $304K 0.05% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,958 shares; 2025Q1: 2,967 shares; 2025Q2: 3,076 shares; 2025Q3: 3,165 shares; 2025Q4: 3,162 shares; 2026Q1: 3,229 shares; 2026Q2: 3,325 shares; 2026Q3: 3,407 shares 3,407 $303K 0.05% +82 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,899 shares; 2026Q1: 1,704 shares; 2026Q2: 1,647 shares; 2026Q3: 1,647 shares 1,647 $303K 0.05% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,871 shares; 2025Q1: 2,880 shares; 2025Q2: 2,994 shares; 2025Q3: 3,083 shares; 2025Q4: 3,084 shares; 2026Q1: 3,151 shares; 2026Q2: 3,246 shares; 2026Q3: 3,328 shares 3,328 $300K 0.05% +82 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,476 shares; 2025Q1: 12,476 shares; 2025Q2: 12,476 shares; 2025Q3: 12,476 shares; 2025Q4: 12,326 shares; 2026Q1: 12,476 shares; 2026Q2: 12,777 shares; 2026Q3: 12,410 shares 12,410 $298K 0.05% -367 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,500 shares; 2026Q3: 4,500 shares 4,500 $294K 0.05% 0 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,869 shares; 2025Q1: 21,669 shares; 2025Q2: 21,669 shares; 2025Q3: 21,669 shares; 2025Q4: 21,419 shares; 2026Q1: 21,169 shares; 2026Q2: 20,669 shares; 2026Q3: 20,669 shares 20,669 $292K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,889 shares; 2025Q1: 4,959 shares; 2025Q2: 3,084 shares; 2025Q3: 3,084 shares; 2025Q4: 2,034 shares; 2026Q1: 1,330 shares; 2026Q2: 1,563 shares; 2026Q3: 1,563 shares 1,563 $290K 0.05% 0 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; 2024Q4: 8,176 shares; 2025Q1: 8,198 shares; 2025Q2: 8,458 shares; 2025Q3: 8,594 shares; 2025Q4: 8,894 shares; 2026Q1: 9,083 shares; 2026Q2: 9,368 shares; 2026Q3: 9,624 shares 9,624 $285K 0.05% +256 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,485 shares; 2025Q1: 22,485 shares; 2025Q2: 22,485 shares; 2025Q3: 22,485 shares; 2025Q4: 22,485 shares; 2026Q1: 21,660 shares; 2026Q2: 21,260 shares; 2026Q3: 20,135 shares 20,135 $283K 0.05% -1,125 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,716 shares; 2025Q1: 3,716 shares; 2025Q2: 3,716 shares; 2025Q3: 3,716 shares; 2025Q4: 3,716 shares; 2026Q1: 1,150 shares; 2026Q2: 1,066 shares; 2026Q3: 983 shares 983 $280K 0.05% -83 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,991 shares; 2025Q1: 8,991 shares; 2025Q2: 8,521 shares; 2025Q3: 8,521 shares; 2025Q4: 8,521 shares; 2026Q1: 8,081 shares; 2026Q2: 8,081 shares; 2026Q3: 8,450 shares 8,450 $278K 0.05% +369 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 301 shares; 2025Q1: 300 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 399 shares; 2026Q1: 417 shares; 2026Q2: 417 shares; 2026Q3: 382 shares 382 $277K 0.05% -35 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,174 shares; 2025Q1: 6,174 shares; 2025Q2: 6,174 shares; 2025Q3: 6,174 shares; 2025Q4: 6,174 shares; 2026Q1: 6,174 shares; 2026Q2: 5,474 shares; 2026Q3: 5,474 shares 5,474 $277K 0.05% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 321 shares; 2026Q3: 321 shares 321 $274K 0.05% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,894 shares; 2025Q1: 1,894 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,926 shares; 2026Q2: 1,894 shares; 2026Q3: 1,894 shares 1,894 $274K 0.05% 0 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; 2024Q4: 4,975 shares; 2025Q1: 4,975 shares; 2025Q2: 4,975 shares; 2025Q3: 4,975 shares; 2025Q4: 2,200 shares; 2026Q1: 4,424 shares; 2026Q2: 4,424 shares; 2026Q3: 4,400 shares 4,400 $273K 0.05% -24 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 987 shares; 2025Q1: 1,137 shares; 2025Q2: 1,281 shares; 2025Q3: 1,343 shares; 2025Q4: 1,418 shares; 2026Q1: 1,511 shares; 2026Q2: 1,565 shares; 2026Q3: 1,623 shares 1,623 $271K 0.05% +58 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,320 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 3,108 shares; 2025Q4: 3,108 shares; 2026Q1: 2,918 shares; 2026Q2: 1,945 shares; 2026Q3: 973 shares 973 $270K 0.05% -972 Timeline SBH SALLY BEAUTY HLDGS INC More: the full row for SALLY BEAUTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,725 shares; 2025Q1: 16,725 shares; 2025Q2: 16,725 shares; 2025Q3: 16,725 shares; 2025Q4: 16,725 shares; 2026Q1: 16,325 shares; 2026Q2: 15,825 shares; 2026Q3: 15,825 shares 15,825 $260K 0.05% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,152 shares; 2025Q1: 39,152 shares; 2025Q2: 39,152 shares; 2025Q3: 39,152 shares; 2025Q4: 39,152 shares; 2026Q1: 61,302 shares; 2026Q2: 60,444 shares; 2026Q3: 58,485 shares 58,485 $255K 0.04% -1,959 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,300 shares; 2025Q1: 6,620 shares; 2025Q2: 6,620 shares; 2025Q3: 6,620 shares; 2025Q4: 5,020 shares; 2026Q1: 5,020 shares; 2026Q2: 5,020 shares; 2026Q3: 4,845 shares 4,845 $255K 0.04% -175 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; 2024Q4: 2,872 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares; 2025Q3: 2,967 shares; 2025Q4: 2,997 shares; 2026Q1: 3,067 shares; 2026Q2: 3,174 shares; 2026Q3: 3,270 shares 3,270 $253K 0.04% +96 Timeline KRO KRONOS WORLDWIDE INC More: the full row for KRONOS WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,750 shares; 2025Q1: 33,750 shares; 2025Q2: 33,750 shares; 2025Q3: 33,750 shares; 2025Q4: 32,250 shares; 2026Q1: 33,750 shares; 2026Q2: 33,750 shares; 2026Q3: 32,725 shares 32,725 $250K 0.04% -1,025 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 3,809 shares; 2026Q1: 3,830 shares; 2026Q2: 3,684 shares; 2026Q3: 3,584 shares 3,584 $250K 0.04% -100 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,540 shares; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,540 shares; 2025Q4: 5,090 shares; 2026Q1: 4,350 shares; 2026Q2: 2,341 shares; 2026Q3: 2,341 shares 2,341 $248K 0.04% 0 Timeline TEVJF TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,199 shares 6,199 $245K 0.04% new Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 2,386 shares; 2025Q2: 2,486 shares; 2025Q3: 2,486 shares; 2025Q4: 2,431 shares; 2026Q1: 2,431 shares; 2026Q2: 2,263 shares; 2026Q3: 2,194 shares 2,194 $244K 0.04% -69 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,077 shares; 2025Q1: 7,077 shares; 2025Q2: 7,077 shares; 2025Q3: 7,077 shares; 2025Q4: 7,077 shares; 2026Q1: 7,077 shares; 2026Q2: 7,077 shares; 2026Q3: 7,077 shares 7,077 $243K 0.04% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,731 shares; 2025Q1: 26,383 shares; 2025Q2: 20,186 shares; 2025Q3: 19,592 shares; 2025Q4: 18,757 shares; 2026Q1: 7,507 shares; 2026Q2: 6,796 shares; 2026Q3: 5,923 shares 5,923 $243K 0.04% -873 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $236K 0.04% 0 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,375 shares 4,375 $233K 0.04% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,737 shares 3,737 $232K 0.04% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,668 shares; 2025Q1: 4,768 shares; 2025Q2: 4,768 shares; 2025Q3: 4,768 shares; 2025Q4: 4,618 shares; 2026Q1: 4,618 shares; 2026Q2: 4,510 shares; 2026Q3: 4,401 shares 4,401 $231K 0.04% -109 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,832 shares; 2025Q1: 13,832 shares; 2025Q2: 13,832 shares; 2025Q3: 13,832 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares; 2026Q3: 11,250 shares 11,250 $226K 0.04% -750 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,498 shares; 2025Q1: 4,514 shares; 2025Q2: 4,712 shares; 2025Q3: 4,885 shares; 2025Q4: 4,944 shares; 2026Q1: 5,075 shares; 2026Q2: 5,271 shares; 2026Q3: 5,444 shares 5,444 $225K 0.04% +173 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,900 shares; 2025Q1: 10,675 shares; 2025Q2: 10,375 shares; 2025Q3: 10,375 shares; 2025Q4: 9,875 shares; 2026Q1: 10,375 shares; 2026Q2: 10,125 shares; 2026Q3: 10,125 shares 10,125 $219K 0.04% 0 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,020 shares; 2025Q1: 39,760 shares; 2025Q2: 39,760 shares; 2025Q3: 39,760 shares; 2025Q4: 39,360 shares; 2026Q1: 38,960 shares; 2026Q2: 38,960 shares; 2026Q3: 38,560 shares 38,560 $218K 0.04% -400 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,950 shares; 2025Q1: 33,625 shares; 2025Q2: 33,625 shares; 2025Q3: 33,625 shares; 2025Q4: 33,225 shares; 2026Q1: 31,925 shares; 2026Q2: 31,925 shares; 2026Q3: 31,925 shares 31,925 $216K 0.04% 0 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,930 shares; 2025Q1: 22,867 shares; 2025Q2: 21,967 shares; 2025Q3: 21,967 shares; 2025Q4: 21,967 shares; 2026Q1: 20,534 shares; 2026Q2: 20,123 shares; 2026Q3: 18,467 shares 18,467 $216K 0.04% -1,656 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,072 shares; 2025Q1: 1,072 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares; 2026Q1: 1,171 shares; 2026Q2: 1,171 shares; 2026Q3: 2,996 shares 2,996 $210K 0.04% +1,825 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 1,272 shares 1,272 $209K 0.04% +1,250 Timeline MMI MARCUS & MILLICHAP INC More: the full row for MARCUS & MILLICHAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,275 shares; 2025Q1: 7,275 shares; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares; 2025Q4: 7,275 shares; 2026Q1: 7,275 shares; 2026Q2: 7,275 shares; 2026Q3: 7,275 shares 7,275 $207K 0.04% 0 Timeline MATV MATIV HOLDINGS INC More: the full row for MATIV HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,504 shares; 2025Q1: 18,554 shares; 2025Q2: 18,554 shares; 2025Q3: 18,554 shares; 2025Q4: 17,304 shares; 2026Q1: 18,554 shares; 2026Q2: 18,279 shares; 2026Q3: 17,813 shares 17,813 $206K 0.04% -466 Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,672 shares; 2025Q1: 8,835 shares; 2025Q2: 8,835 shares; 2025Q3: 8,760 shares; 2025Q4: 7,872 shares; 2026Q1: 8,535 shares; 2026Q2: 8,360 shares; 2026Q3: 8,335 shares 8,335 $206K 0.04% -25 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,206 shares; 2025Q1: 3,219 shares; 2025Q2: 3,372 shares; 2025Q3: 3,512 shares; 2025Q4: 3,633 shares; 2026Q1: 3,744 shares; 2026Q2: 3,912 shares; 2026Q3: 4,060 shares 4,060 $206K 0.04% +148 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,250 shares; 2025Q1: 5,625 shares; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 5,425 shares; 2026Q2: 5,333 shares; 2026Q3: 5,241 shares 5,241 $204K 0.04% -92 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,631 shares; 2025Q1: 6,631 shares; 2025Q2: 6,631 shares; 2025Q3: 6,631 shares; 2025Q4: 6,631 shares; 2026Q1: 6,631 shares; 2026Q2: 6,631 shares; 2026Q3: 6,431 shares 6,431 $201K 0.04% -200 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,165 shares; 2025Q1: 4,963 shares; 2025Q2: 3,070 shares; 2025Q3: 3,576 shares; 2025Q4: 3,351 shares; 2026Q1: 3,351 shares; 2026Q2: 3,455 shares; 2026Q3: 2,847 shares 2,847 $201K 0.04% -608 Timeline GBIL 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; 2024Q4: 1,579 shares; 2025Q1: 1,585 shares; 2025Q2: 1,661 shares; 2025Q3: 1,729 shares; 2025Q4: 1,791 shares; 2026Q1: 1,846 shares; 2026Q2: 1,931 shares; 2026Q3: 2,004 shares 2,004 $201K 0.04% +73 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,579 shares; 2025Q1: 1,585 shares; 2025Q2: 1,653 shares; 2025Q3: 1,567 shares; 2025Q4: 1,623 shares; 2026Q1: 1,673 shares; 2026Q2: 1,750 shares; 2026Q3: 1,817 shares 1,817 $200K 0.04% +67 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; 2024Q4: 8,144 shares; 2025Q1: 8,397 shares; 2025Q2: 8,397 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,125 shares; 2026Q2: 2,975 shares; 2026Q3: 2,975 shares 2,975 $200K 0.04% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,150 shares; 2025Q1: 7,150 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 6,775 shares; 2026Q1: 6,950 shares; 2026Q2: 6,733 shares; 2026Q3: 6,517 shares 6,517 $200K 0.04% -216 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 3,050 shares; 2026Q2: 3,050 shares; 2026Q3: 3,050 shares 3,050 $198K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 875 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 875 shares; 2026Q1: 832 shares; 2026Q2: 769 shares; 2026Q3: 705 shares 705 $197K 0.03% -64 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,211 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares; 2026Q2: 1,139 shares; 2026Q3: 1,139 shares 1,139 $196K 0.03% 0 Timeline MBSD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,696 shares; 2025Q1: 7,729 shares; 2025Q2: 8,114 shares; 2025Q3: 8,461 shares; 2025Q4: 8,759 shares; 2026Q1: 9,035 shares; 2026Q2: 9,454 shares; 2026Q3: 9,833 shares 9,833 $195K 0.03% +379 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,505 shares; 2025Q1: 1,510 shares; 2025Q2: 1,574 shares; 2025Q3: 1,592 shares; 2025Q4: 1,788 shares; 2026Q1: 1,566 shares; 2026Q2: 1,636 shares; 2026Q3: 1,699 shares 1,699 $193K 0.03% +63 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares; 2026Q1: 1,705 shares; 2026Q2: 1,619 shares; 2026Q3: 1,533 shares 1,533 $192K 0.03% -86 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,640 shares; 2025Q1: 3,655 shares; 2025Q2: 3,835 shares; 2025Q3: 3,997 shares; 2025Q4: 4,064 shares; 2026Q1: 4,190 shares; 2026Q2: 4,383 shares; 2026Q3: 4,558 shares 4,558 $191K 0.03% +175 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,684 shares; 2025Q1: 6,712 shares; 2025Q2: 7,044 shares; 2025Q3: 7,341 shares; 2025Q4: 7,472 shares; 2026Q1: 7,708 shares; 2026Q2: 8,069 shares; 2026Q3: 8,399 shares 8,399 $190K 0.03% +330 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,440 shares 3,440 $190K 0.03% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,877 shares; 2025Q1: 8,877 shares; 2025Q2: 8,877 shares; 2025Q3: 8,877 shares; 2025Q4: 8,877 shares; 2026Q1: 7,081 shares; 2026Q2: 7,081 shares; 2026Q3: 7,031 shares 7,031 $189K 0.03% -50 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 653 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 377 shares; 2026Q2: 377 shares; 2026Q3: 377 shares 377 $188K 0.03% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,417 shares; 2025Q1: 1,840 shares; 2025Q2: 1,822 shares; 2025Q3: 1,472 shares; 2025Q4: 1,515 shares; 2026Q1: 1,515 shares; 2026Q2: 1,604 shares; 2026Q3: 2,289 shares 2,289 $186K 0.03% +685 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,280 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares; 2026Q3: 3,200 shares 3,200 $185K 0.03% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,911 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 4,911 shares; 2025Q4: 4,911 shares; 2026Q1: 4,911 shares; 2026Q2: 4,911 shares; 2026Q3: 4,911 shares 4,911 $182K 0.03% 0 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,125 shares; 2025Q1: 39,350 shares; 2025Q2: 39,350 shares; 2025Q3: 39,350 shares; 2025Q4: 37,325 shares; 2026Q1: 38,750 shares; 2026Q2: 37,125 shares; 2026Q3: 36,113 shares 36,113 $179K 0.03% -1,012 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,175 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,150 shares; 2026Q1: 1,125 shares; 2026Q2: 1,092 shares; 2026Q3: 1,059 shares 1,059 $174K 0.03% -33 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; 2024Q4: 33,347 shares; 2025Q1: 33,747 shares; 2025Q2: 33,747 shares; 2025Q3: 33,747 shares; 2025Q4: 32,197 shares; 2026Q1: 32,922 shares; 2026Q2: 32,722 shares; 2026Q3: 32,722 shares 32,722 $173K 0.03% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,156 shares; 2025Q1: 14,246 shares; 2025Q2: 14,246 shares; 2025Q3: 5,992 shares; 2025Q4: 5,992 shares; 2026Q1: 5,992 shares; 2026Q2: 5,992 shares; 2026Q3: 4,792 shares 4,792 $172K 0.03% -1,200 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 522 shares; 2025Q1: 761 shares; 2025Q2: 980 shares; 2025Q3: 1,073 shares; 2025Q4: 1,184 shares; 2026Q1: 1,335 shares; 2026Q2: 1,412 shares; 2026Q3: 1,497 shares 1,497 $170K 0.03% +85 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,699 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 1,949 shares; 2026Q1: 1,949 shares; 2026Q2: 1,874 shares; 2026Q3: 1,799 shares 1,799 $167K 0.03% -75 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 419 shares; 2025Q1: 607 shares; 2025Q2: 786 shares; 2025Q3: 865 shares; 2025Q4: 955 shares; 2026Q1: 1,077 shares; 2026Q2: 1,143 shares; 2026Q3: 1,215 shares 1,215 $165K 0.03% +72 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,695 shares; 2025Q1: 5,350 shares; 2025Q2: 5,231 shares; 2025Q3: 5,112 shares; 2025Q4: 5,027 shares; 2026Q1: 4,727 shares; 2026Q2: 4,727 shares; 2026Q3: 2,913 shares 2,913 $157K 0.03% -1,814 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,094 shares; 2025Q1: 7,094 shares; 2025Q2: 7,094 shares; 2025Q3: 7,094 shares; 2025Q4: 7,094 shares; 2026Q1: 7,094 shares; 2026Q2: 7,094 shares; 2026Q3: 7,094 shares 7,094 $157K 0.03% 0 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; 2024Q4: 2,552 shares; 2025Q1: 2,552 shares; 2025Q2: 2,906 shares; 2025Q3: 2,906 shares; 2025Q4: 2,906 shares; 2026Q1: 2,906 shares; 2026Q2: 2,906 shares; 2026Q3: 2,730 shares 2,730 $151K 0.03% -176 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; 2024Q4: 2,520 shares; 2025Q1: 2,530 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 1,670 shares; 2026Q1: 770 shares; 2026Q2: 124 shares; 2026Q3: 141 shares 141 $150K 0.03% +17 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,238 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares; 2026Q2: 2,238 shares; 2026Q3: 2,238 shares 2,238 $149K 0.03% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,587 shares; 2025Q1: 18,049 shares; 2025Q2: 17,044 shares; 2025Q3: 15,267 shares; 2025Q4: 14,802 shares; 2026Q1: 4,186 shares; 2026Q2: 2,714 shares; 2026Q3: 2,164 shares 2,164 $148K 0.03% -550 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,460 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares; 2026Q2: 1,710 shares; 2026Q3: 1,660 shares 1,660 $144K 0.03% -50 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,740 shares; 2025Q1: 2,740 shares; 2025Q2: 2,740 shares; 2025Q3: 2,740 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares; 2026Q3: 2,700 shares 2,700 $142K 0.02% 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; 2024Q4: 561 shares; 2025Q1: 510 shares; 2025Q2: 635 shares; 2025Q3: 432 shares; 2025Q4: 359 shares; 2026Q1: 393 shares; 2026Q2: 393 shares; 2026Q3: 393 shares 393 $139K 0.02% 0 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,989 shares; 2025Q1: 44,989 shares; 2025Q2: 60,114 shares; 2025Q3: 60,114 shares; 2025Q4: 40,889 shares; 2026Q1: 7,789 shares; 2026Q2: 7,550 shares; 2026Q3: 7,550 shares 7,550 $134K 0.02% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,644 shares; 2025Q1: 6,644 shares; 2025Q2: 6,925 shares; 2025Q3: 6,925 shares; 2025Q4: 6,925 shares; 2026Q1: 6,925 shares; 2026Q2: 7,182 shares; 2026Q3: 5,455 shares 5,455 $133K 0.02% -1,727 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,050 shares; 2025Q1: 13,050 shares; 2025Q2: 13,050 shares; 2025Q3: 13,050 shares; 2025Q4: 12,650 shares; 2026Q1: 12,350 shares; 2026Q2: 12,180 shares; 2026Q3: 12,180 shares 12,180 $133K 0.02% 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; 2024Q4: 1,604 shares; 2025Q1: 1,597 shares; 2025Q2: 1,597 shares; 2025Q3: 1,597 shares; 2025Q4: 1,597 shares; 2026Q1: 1,597 shares; 2026Q2: 1,597 shares; 2026Q3: 1,672 shares 1,672 $131K 0.02% +75 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,464 shares; 2025Q1: 3,764 shares; 2025Q2: 3,764 shares; 2025Q3: 3,764 shares; 2025Q4: 3,514 shares; 2026Q1: 3,514 shares; 2026Q2: 3,514 shares; 2026Q3: 3,514 shares 3,514 $130K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 362 shares; 2026Q3: 362 shares 362 $129K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,995 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 375 shares; 2025Q4: 142 shares; 2026Q1: 150 shares; 2026Q2: 142 shares; 2026Q3: 142 shares 142 $128K 0.02% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,991 shares; 2025Q1: 15,216 shares; 2025Q2: 15,216 shares; 2025Q3: 15,216 shares; 2025Q4: 14,191 shares; 2026Q1: 14,916 shares; 2026Q2: 14,733 shares; 2026Q3: 14,313 shares 14,313 $128K 0.02% -420 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,915 shares; 2025Q1: 10,915 shares; 2025Q2: 11,615 shares; 2025Q3: 11,615 shares; 2025Q4: 11,615 shares; 2026Q1: 11,615 shares; 2026Q2: 11,615 shares; 2026Q3: 11,615 shares 11,615 $127K 0.02% 0 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,502 shares; 2025Q1: 31,242 shares; 2025Q2: 31,242 shares; 2025Q3: 31,242 shares; 2025Q4: 30,592 shares; 2026Q1: 10,000 shares; 2026Q2: 9,500 shares; 2026Q3: 9,500 shares 9,500 $120K 0.02% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,486 shares; 2025Q1: 5,310 shares; 2025Q2: 5,310 shares; 2025Q3: 4,148 shares; 2025Q4: 5,193 shares; 2026Q1: 4,693 shares; 2026Q2: 4,018 shares; 2026Q3: 4,018 shares 4,018 $118K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,186 shares; 2025Q1: 991 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 686 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 330 shares 330 $118K 0.02% -270 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,055 shares; 2025Q1: 11,055 shares; 2025Q2: 11,055 shares; 2025Q3: 11,055 shares; 2025Q4: 10,755 shares; 2026Q1: 10,755 shares; 2026Q2: 10,755 shares; 2026Q3: 10,555 shares 10,555 $116K 0.02% -200 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 594 shares; 2026Q3: 599 shares 599 $114K 0.02% +5 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 235 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 282 shares; 2026Q3: 282 shares 282 $110K 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; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 892 shares; 2026Q1: 727 shares; 2026Q2: 727 shares; 2026Q3: 647 shares 647 $109K 0.02% -80 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 844 shares; 2025Q1: 672 shares; 2025Q2: 771 shares; 2025Q3: 1,100 shares; 2025Q4: 1,133 shares; 2026Q1: 539 shares; 2026Q2: 2,344 shares; 2026Q3: 1,822 shares 1,822 $108K 0.02% -522 Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,037 shares; 2025Q1: 25,615 shares; 2025Q2: 25,615 shares; 2025Q3: 25,615 shares; 2025Q4: 22,215 shares; 2026Q1: 25,615 shares; 2026Q2: 25,615 shares; 2026Q3: 25,615 shares 25,615 $108K 0.02% 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; 2024Q4: 5,430 shares; 2025Q1: 4,278 shares; 2025Q2: 1,336 shares; 2025Q3: 1,258 shares; 2025Q4: 1,258 shares; 2026Q1: 1,258 shares; 2026Q2: 1,098 shares; 2026Q3: 1,099 shares 1,099 $106K 0.02% +1 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 951 shares; 2026Q3: 951 shares 951 $106K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 700 shares; 2026Q3: 600 shares 600 $105K 0.02% -100 Timeline DBI DESIGNER BRANDS INC More: the full row for DESIGNER BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,434 shares; 2025Q1: 18,267 shares; 2025Q2: 18,267 shares; 2025Q3: 18,267 shares; 2025Q4: 17,517 shares; 2026Q1: 17,517 shares; 2026Q2: 17,517 shares; 2026Q3: 17,117 shares 17,117 $104K 0.02% -400 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,853 shares 1,853 $104K 0.02% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265 shares; 2026Q3: 690 shares 690 $102K 0.02% +425 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619 shares; 2026Q3: 1,601 shares 1,601 $101K 0.02% +982 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 370 shares; 2026Q3: 952 shares 952 $101K 0.02% +582 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 645 shares; 2025Q3: 718 shares; 2025Q4: 817 shares; 2026Q1: 918 shares; 2026Q2: 940 shares; 2026Q3: 646 shares 646 $101K 0.02% -294 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 127 shares; 2026Q3: 326 shares 326 $99.3K 0.02% +199 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; 2024Q4: 3,525 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 508 shares; 2026Q2: 508 shares; 2026Q3: 508 shares 508 $98.2K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 642 shares; 2026Q3: 606 shares 606 $97.9K 0.02% -36 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,135 shares; 2025Q1: 3,135 shares; 2025Q2: 3,135 shares; 2025Q3: 3,135 shares; 2025Q4: 3,135 shares; 2026Q1: 2,155 shares; 2026Q2: 2,155 shares; 2026Q3: 2,155 shares 2,155 $95.8K 0.02% 0 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares; 2026Q3: 5,000 shares 5,000 $95.5K 0.02% -500 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $92.4K 0.02% 0 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,885 shares; 2025Q1: 26,885 shares; 2025Q2: 26,885 shares; 2025Q3: 26,885 shares; 2025Q4: 9,894 shares; 2026Q1: 23,664 shares; 2026Q2: 23,664 shares; 2026Q3: 23,664 shares 23,664 $91.3K 0.02% 0 Timeline GCO GENESCO INC More: the full row for GENESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 1,950 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares; 2026Q3: 2,650 shares 2,650 $90.5K 0.02% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares; 2026Q2: 4,600 shares; 2026Q3: 4,000 shares 4,000 $88.1K 0.02% -600 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,145 shares; 2025Q1: 3,145 shares; 2025Q2: 3,145 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares; 2026Q1: 3,145 shares; 2026Q2: 3,145 shares; 2026Q3: 3,145 shares 3,145 $87.8K 0.02% 0 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,086 shares; 2025Q1: 29,461 shares; 2025Q2: 29,461 shares; 2025Q3: 29,461 shares; 2025Q4: 27,031 shares; 2026Q1: 28,473 shares; 2026Q2: 27,898 shares; 2026Q3: 27,711 shares 27,711 $87.7K 0.02% -187 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 837 shares; 2026Q1: 837 shares; 2026Q2: 837 shares; 2026Q3: 556 shares 556 $87.1K 0.02% -281 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 326 shares; 2026Q2: 294 shares; 2026Q3: 262 shares 262 $86.9K 0.02% -32 Timeline TBI TRUEBLUE INC More: the full row for TRUEBLUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,900 shares; 2025Q1: 11,400 shares; 2025Q2: 11,400 shares; 2025Q3: 11,050 shares; 2025Q4: 10,550 shares; 2026Q1: 9,850 shares; 2026Q2: 9,350 shares; 2026Q3: 9,350 shares 9,350 $86K 0.02% 0 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares; 2026Q2: 1,570 shares; 2026Q3: 1,570 shares 1,570 $83.1K 0.01% 0 Timeline LXFR LUXFER HLDGS PLC More: the full row for LUXFER HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares; 2026Q3: 4,800 shares 4,800 $82.9K 0.01% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 319 shares; 2025Q1: 606 shares; 2025Q2: 607 shares; 2025Q3: 657 shares; 2025Q4: 374 shares; 2026Q1: 566 shares; 2026Q2: 566 shares; 2026Q3: 566 shares 566 $82.2K 0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,446 shares; 2025Q4: 2,446 shares; 2026Q1: 4,296 shares; 2026Q2: 4,296 shares; 2026Q3: 4,296 shares 4,296 $82.1K 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; 2024Q4: 454 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $81.6K 0.01% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: 301 shares; 2025Q4: 549 shares; 2026Q1: 839 shares; 2026Q2: 995 shares; 2026Q3: 1,163 shares 1,163 $79.2K 0.01% +168 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,117 shares; 2026Q2: 1,117 shares; 2026Q3: 1,117 shares 1,117 $78.1K 0.01% 0 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 596 shares; 2025Q1: 862 shares; 2025Q2: 1,030 shares; 2025Q3: 1,024 shares; 2025Q4: 988 shares; 2026Q1: 860 shares; 2026Q2: 860 shares; 2026Q3: 860 shares 860 $77.9K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 378 shares; 2026Q2: 313 shares; 2026Q3: 313 shares 313 $77.6K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 898 shares; 2026Q3: 898 shares 898 $77.5K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,486 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 963 shares; 2026Q2: 963 shares; 2026Q3: 963 shares 963 $77.1K 0.01% 0 Timeline EVCM EVERCOMMERCE INC More: the full row for EVERCOMMERCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,822 shares; 2025Q1: 8,822 shares; 2025Q2: 8,822 shares; 2025Q3: 8,822 shares; 2025Q4: 8,822 shares; 2026Q1: 8,822 shares; 2026Q2: 8,822 shares; 2026Q3: 8,822 shares 8,822 $76.4K 0.01% 0 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,064 shares; 2025Q1: 3,314 shares; 2025Q2: 3,314 shares; 2025Q3: 3,314 shares; 2025Q4: 3,314 shares; 2026Q1: 2,564 shares; 2026Q2: 1,964 shares; 2026Q3: 1,964 shares 1,964 $76.4K 0.01% 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; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $75.7K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,825 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; 2026Q3: 1,000 shares 1,000 $74.4K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 160 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 225 shares; 2026Q1: 241 shares; 2026Q2: 241 shares; 2026Q3: 391 shares 391 $73.1K 0.01% +150 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 741 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 926 shares; 2025Q4: 756 shares; 2026Q1: 275 shares; 2026Q2: 275 shares; 2026Q3: 275 shares 275 $71.9K 0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 382 shares; 2026Q3: 382 shares 382 $71.1K 0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,526 shares; 2025Q1: 1,526 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 1,526 shares; 2026Q2: 1,526 shares; 2026Q3: 1,346 shares 1,346 $70K 0.01% -180 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 362 shares; 2026Q3: 273 shares 273 $69.9K 0.01% -89 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares; 2026Q3: 5,200 shares 5,200 $69.7K 0.01% -300 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,875 shares; 2026Q2: 2,875 shares; 2026Q3: 2,875 shares 2,875 $68.9K 0.01% 0 Timeline TG TREDEGAR CORP More: the full row for TREDEGAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares; 2026Q3: 10,000 shares 10,000 $68.8K 0.01% -500 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,742 shares; 2025Q1: 1,918 shares; 2025Q2: 1,918 shares; 2025Q3: 1,918 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares; 2026Q2: 1,925 shares; 2026Q3: 1,925 shares 1,925 $68.8K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 900 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $68.4K 0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 563 shares; 2026Q2: 480 shares; 2026Q3: 250 shares 250 $68K 0.01% -230 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; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 341 shares; 2026Q2: 341 shares; 2026Q3: 291 shares 291 $67.2K 0.01% -50 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,837 shares; 2025Q1: 6,753 shares; 2025Q2: 6,695 shares; 2025Q3: 6,544 shares; 2025Q4: 6,470 shares; 2026Q1: 1,799 shares; 2026Q2: 1,799 shares; 2026Q3: 917 shares 917 $65.7K 0.01% -882 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,129 shares; 2025Q4: 1,051 shares; 2026Q1: 1,051 shares; 2026Q2: 1,051 shares; 2026Q3: 1,051 shares 1,051 $65.7K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,294 shares; 2025Q1: 6,153 shares; 2025Q2: 6,153 shares; 2025Q3: 1,013 shares; 2025Q4: 647 shares; 2026Q1: 291 shares; 2026Q2: 159 shares; 2026Q3: 154 shares 154 $64.1K 0.01% -5 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 372 shares; 2026Q3: 372 shares 372 $62.9K 0.01% 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; 2024Q4: 816 shares; 2025Q1: 1,132 shares; 2025Q2: 1,109 shares; 2025Q3: 1,111 shares; 2025Q4: 1,113 shares; 2026Q1: 629 shares; 2026Q2: 287 shares; 2026Q3: 268 shares 268 $61.9K 0.01% -19 Timeline ACTG ACACIA RESH CORP More: the full row for ACACIA RESH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,609 shares; 2025Q1: 14,609 shares; 2025Q2: 14,609 shares; 2025Q3: 14,609 shares; 2025Q4: 14,009 shares; 2026Q1: 14,609 shares; 2026Q2: 14,609 shares; 2026Q3: 14,309 shares 14,309 $61.7K 0.01% -300 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,589 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,589 shares; 2026Q1: 1,589 shares; 2026Q2: 1,589 shares; 2026Q3: 1,589 shares 1,589 $61.6K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $61.2K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 438 shares; 2025Q1: 689 shares; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 692 shares; 2026Q1: 692 shares; 2026Q2: 692 shares; 2026Q3: 692 shares 692 $60.8K 0.01% 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; 2024Q4: 1,067 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares; 2026Q2: 1,056 shares; 2026Q3: 1,056 shares 1,056 $60.7K 0.01% 0 Timeline CLW CLEARWATER PAPER CORP More: the full row for CLEARWATER PAPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 2,750 shares; 2026Q1: 3,150 shares; 2026Q2: 3,150 shares; 2026Q3: 3,150 shares 3,150 $60.4K 0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,204 shares; 2025Q1: 3,204 shares; 2025Q2: 3,204 shares; 2025Q3: 3,204 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares; 2026Q2: 3,204 shares; 2026Q3: 3,204 shares 3,204 $59.4K 0.01% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,701 shares; 2025Q1: 6,701 shares; 2025Q2: 6,701 shares; 2025Q3: 6,701 shares; 2025Q4: 6,223 shares; 2026Q1: 6,223 shares; 2026Q2: 5,665 shares; 2026Q3: 5,107 shares 5,107 $59.3K 0.01% -558 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 224 shares; 2026Q3: 432 shares 432 $58.8K 0.01% +208 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,042 shares; 2025Q1: 21,042 shares; 2025Q2: 20,607 shares; 2025Q3: 11,702 shares; 2025Q4: 6,172 shares; 2026Q1: 6,087 shares; 2026Q2: 498 shares; 2026Q3: 498 shares 498 $58.5K 0.01% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 843 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 843 shares; 2026Q2: 843 shares; 2026Q3: 843 shares 843 $57.7K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 382 shares; 2026Q3: 332 shares 332 $57.2K 0.01% -50 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 705 shares; 2026Q3: 705 shares 705 $56.8K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 938 shares; 2026Q3: 1,042 shares 1,042 $56.4K 0.01% +104 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares; 2026Q3: 525 shares 525 $55.9K 0.01% 0 Timeline SMP STANDARD MTR PRODS INC More: the full row for STANDARD MTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $55.6K 0.01% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 813 shares; 2025Q2: 426 shares; 2025Q3: 429 shares; 2025Q4: 255 shares; 2026Q1: 270 shares; 2026Q2: 247 shares; 2026Q3: 247 shares 247 $54.3K 0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 532 shares; 2026Q3: 491 shares 491 $53.7K 0.01% -41 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares; 2026Q1: 954 shares; 2026Q2: 954 shares; 2026Q3: 954 shares 954 $52.5K 0.01% 0 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,000 shares; 2025Q1: 16,300 shares; 2025Q2: 16,300 shares; 2025Q3: 16,300 shares; 2025Q4: 14,500 shares; 2026Q1: 14,100 shares; 2026Q2: 13,600 shares; 2026Q3: 13,100 shares 13,100 $51.7K 0.01% -500 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28 shares; 2026Q3: 654 shares 654 $51.3K 0.01% +626 Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,400 shares; 2025Q1: 18,700 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares; 2025Q4: 17,600 shares; 2026Q1: 17,950 shares; 2026Q2: 17,750 shares; 2026Q3: 17,750 shares 17,750 $50.9K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,086 shares; 2025Q1: 2,086 shares; 2025Q2: 2,086 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 944 shares; 2026Q2: 944 shares; 2026Q3: 944 shares 944 $50.4K 0.01% 0 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,688 shares; 2025Q1: 2,688 shares; 2025Q2: 2,688 shares; 2025Q3: 2,688 shares; 2025Q4: 1,984 shares; 2026Q1: 2,688 shares; 2026Q2: 2,688 shares; 2026Q3: 2,560 shares 2,560 $50.3K 0.01% -128 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 438 shares; 2025Q1: 680 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares; 2026Q3: 837 shares 837 $50.3K 0.01% -200 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 166 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares; 2026Q2: 596 shares; 2026Q3: 396 shares 396 $49.8K 0.01% -200 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,092 shares; 2025Q1: 5,092 shares; 2025Q2: 5,092 shares; 2025Q3: 5,092 shares; 2025Q4: 5,092 shares; 2026Q1: 5,092 shares; 2026Q2: 5,092 shares; 2026Q3: 5,092 shares 5,092 $48.7K 0.01% 0 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 3,001 shares; 2026Q1: 3,001 shares; 2026Q2: 3,111 shares; 2026Q3: 3,111 shares 3,111 $48.2K 0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,731 shares; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 2,431 shares; 2025Q4: 2,431 shares; 2026Q1: 2,431 shares; 2026Q2: 2,574 shares; 2026Q3: 2,721 shares 2,721 $46.4K 0.01% +147 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,846 shares; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares; 2026Q2: 1,816 shares; 2026Q3: 1,816 shares 1,816 $45.6K 0.01% 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; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $45K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 404 shares; 2026Q1: 412 shares; 2026Q2: 412 shares; 2026Q3: 412 shares 412 $44.8K 0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,030 shares; 2026Q1: 2,030 shares; 2026Q2: 2,030 shares; 2026Q3: 1,830 shares 1,830 $44.7K 0.01% -200 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,258 shares; 2025Q1: 5,258 shares; 2025Q2: 5,258 shares; 2025Q3: 5,258 shares; 2025Q4: 5,258 shares; 2026Q1: 5,258 shares; 2026Q2: 5,258 shares; 2026Q3: 5,258 shares 5,258 $44.2K 0.01% 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; 2024Q4: 3,008 shares; 2025Q1: 471 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 432 shares; 2026Q2: 140 shares; 2026Q3: 140 shares 140 $43.7K 0.01% 0 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,000 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 17,200 shares; 2025Q4: 15,900 shares; 2026Q1: 16,600 shares; 2026Q2: 16,600 shares; 2026Q3: 16,600 shares 16,600 $43.3K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 835 shares; 2025Q3: 873 shares; 2025Q4: 909 shares; 2026Q1: 909 shares; 2026Q2: 909 shares; 2026Q3: 909 shares 909 $42.6K 0.01% 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; 2024Q4: 332 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 223 shares; 2026Q2: 223 shares; 2026Q3: 223 shares 223 $42.6K 0.01% 0 Timeline XPER XPERI INC More: the full row for XPERI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,029 shares; 2025Q1: 8,093 shares; 2025Q2: 8,093 shares; 2025Q3: 7,993 shares; 2025Q4: 7,205 shares; 2026Q1: 7,903 shares; 2026Q2: 7,659 shares; 2026Q3: 7,659 shares 7,659 $42.2K 0.01% 0 Timeline CEE THE CENTRAL AND EASTERN EU I More: the full row for THE CENTRAL AND EASTERN EU I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,915 shares; 2026Q1: 2,229 shares; 2026Q2: 2,229 shares; 2026Q3: 2,229 shares 2,229 $42.1K 0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares; 2026Q3: 46 shares 46 $41.9K 0.01% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 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; 2026Q3: 1,000 shares 1,000 $41.6K 0.01% 0 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares; 2026Q3: 2,200 shares 2,200 $41K 0.01% 0 Timeline CARS CARS COM INC More: the full row for CARS COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,176 shares; 2025Q1: 4,176 shares; 2025Q2: 4,176 shares; 2025Q3: 4,176 shares; 2025Q4: 4,010 shares; 2026Q1: 4,010 shares; 2026Q2: 4,010 shares; 2026Q3: 3,877 shares 3,877 $39.8K 0.01% -133 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,608 shares; 2026Q3: 1,608 shares 1,608 $39.6K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: not reported; 2026Q3: 411 shares 411 $38.6K 0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 319 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 583 shares; 2026Q2: 487 shares; 2026Q3: 390 shares 390 $38.1K 0.01% -97 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,190 shares; 2025Q1: 8,338 shares; 2025Q2: 8,138 shares; 2025Q3: 4,162 shares; 2025Q4: 638 shares; 2026Q1: 280 shares; 2026Q2: 230 shares; 2026Q3: 230 shares 230 $37.8K 0.01% 0 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 2,172 shares; 2026Q1: 2,472 shares; 2026Q2: 2,472 shares; 2026Q3: 2,472 shares 2,472 $36.5K 0.01% 0 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,060 shares; 2025Q1: 19,060 shares; 2025Q2: 19,060 shares; 2025Q3: 19,060 shares; 2025Q4: 18,878 shares; 2026Q1: 2,200 shares; 2026Q2: 1,623 shares; 2026Q3: 1,027 shares 1,027 $35.9K 0.01% -596 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 145 shares; 2026Q2: 145 shares; 2026Q3: 145 shares 145 $35K 0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 491 shares; 2025Q1: 893 shares; 2025Q2: 1,216 shares; 2025Q3: 1,216 shares; 2025Q4: 1,216 shares; 2026Q1: 78 shares; 2026Q2: 82 shares; 2026Q3: 87 shares 87 $33.1K 0.01% +5 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,103 shares; 2025Q1: 1,600 shares; 2025Q2: 1,902 shares; 2025Q3: 1,891 shares; 2025Q4: 1,314 shares; 2026Q1: 1,288 shares; 2026Q2: 737 shares; 2026Q3: 629 shares 629 $33.1K 0.01% -108 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 424 shares; 2026Q2: 424 shares; 2026Q3: 424 shares 424 $32.4K 0.01% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares; 2026Q2: 822 shares; 2026Q3: 822 shares 822 $30.8K 0.01% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 765 shares 765 $30.5K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,087 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 630 shares; 2026Q2: 575 shares; 2026Q3: 520 shares 520 $30.1K 0.01% -55 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $30K 0.01% 0 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,021 shares; 2025Q1: 11,021 shares; 2025Q2: 11,021 shares; 2025Q3: 11,021 shares; 2025Q4: 11,001 shares; 2026Q1: 10,701 shares; 2026Q2: 10,401 shares; 2026Q3: 10,401 shares 10,401 $29.7K 0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 282 shares; 2026Q3: 250 shares 250 $29.7K 0.01% -32 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares; 2026Q3: 340 shares 340 $29.1K 0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,524 shares; 2026Q3: 1,524 shares 1,524 $28.5K 0.01% 0 Timeline FAD 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 155 shares 155 $28.1K <0.01% new Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 876 shares; 2026Q2: 876 shares; 2026Q3: 876 shares 876 $28.1K <0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 536 shares; 2025Q1: 479 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 567 shares; 2026Q1: 567 shares; 2026Q2: 567 shares; 2026Q3: 567 shares 567 $27.9K <0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 124 shares; 2026Q3: 124 shares 124 $27.6K <0.01% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $27.6K <0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 475 shares; 2026Q1: 325 shares; 2026Q2: 375 shares; 2026Q3: 379 shares 379 $27.3K <0.01% +4 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 399 shares; 2025Q1: 588 shares; 2025Q2: 705 shares; 2025Q3: 701 shares; 2025Q4: 677 shares; 2026Q1: 290 shares; 2026Q2: 289 shares; 2026Q3: 260 shares 260 $27K <0.01% -29 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares; 2026Q3: 1,008 shares 1,008 $26.1K <0.01% 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; 2024Q4: 251 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 280 shares; 2026Q1: 257 shares; 2026Q2: 257 shares; 2026Q3: 257 shares 257 $25.3K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 867 shares; 2026Q2: 855 shares; 2026Q3: 790 shares 790 $25K <0.01% -65 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 275 shares 275 $24.9K <0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 352 shares; 2026Q3: 262 shares 262 $24.8K <0.01% -90 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21 shares 21 $24.3K <0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $24.1K <0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 311 shares; 2026Q2: 311 shares; 2026Q3: 311 shares 311 $23.6K <0.01% 0 Timeline DUHP DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 557 shares 557 $23.3K <0.01% new Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares; 2026Q3: 3,400 shares 3,400 $23.3K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,302 shares; 2026Q2: 1,302 shares; 2026Q3: 1,302 shares 1,302 $23K <0.01% 0 Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,631 shares; 2025Q1: 17,911 shares; 2025Q2: 17,911 shares; 2025Q3: 17,911 shares; 2025Q4: 15,313 shares; 2026Q1: 15,073 shares; 2026Q2: 14,613 shares; 2026Q3: 14,463 shares 14,463 $22.6K <0.01% -150 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 589 shares; 2026Q1: 589 shares; 2026Q2: 589 shares; 2026Q3: 217 shares 217 $22.4K <0.01% -372 Timeline PGZ PRINCIPAL REAL ESTATE INCOME More: the full row for PRINCIPAL REAL ESTATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares; 2026Q3: 2,500 shares 2,500 $22.3K <0.01% 0 Timeline STXS STEREOTAXIS INC More: the full row for STEREOTAXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,950 shares; 2025Q1: 17,950 shares; 2025Q2: 17,950 shares; 2025Q3: 17,950 shares; 2025Q4: 17,950 shares; 2026Q1: 17,950 shares; 2026Q2: 17,950 shares; 2026Q3: 17,950 shares 17,950 $22.1K <0.01% 0 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $22.1K <0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 996 shares; 2026Q1: 996 shares; 2026Q2: 996 shares; 2026Q3: 996 shares 996 $21.8K <0.01% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares; 2026Q2: 1,034 shares; 2026Q3: 1,034 shares 1,034 $21.6K <0.01% 0 Timeline IPI INTREPID POTASH INC More: the full row for INTREPID POTASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 670 shares; 2026Q3: 670 shares 670 $21.5K <0.01% 0 Timeline MFIN MEDALLION FINANCIAL CORP More: the full row for MEDALLION FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares; 2026Q3: 1,800 shares 1,800 $21.4K <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; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 735 shares; 2026Q1: 735 shares; 2026Q2: 735 shares; 2026Q3: 735 shares 735 $21.1K <0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12 shares 12 $20.9K <0.01% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 164 shares; 2026Q1: 174 shares; 2026Q2: 145 shares; 2026Q3: 150 shares 150 $20.6K <0.01% +5 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 219 shares; 2026Q3: 219 shares 219 $20.5K <0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 331 shares; 2026Q3: 331 shares 331 $20.4K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $20.3K <0.01% 0 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,152 shares; 2026Q1: 864 shares; 2026Q2: 432 shares; 2026Q3: 432 shares 432 $20.3K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,314 shares; 2025Q1: 5,984 shares; 2025Q2: 3,608 shares; 2025Q3: 2,058 shares; 2025Q4: 1,458 shares; 2026Q1: 1,458 shares; 2026Q2: 1,458 shares; 2026Q3: 729 shares 729 $20K <0.01% -729 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 135 shares; 2026Q3: 232 shares 232 $20K <0.01% +97 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 438 shares; 2026Q1: 438 shares; 2026Q2: 438 shares; 2026Q3: 438 shares 438 $19.9K <0.01% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 425 shares; 2025Q1: 364 shares; 2025Q2: 101 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares; 2026Q3: 53 shares 53 $19.8K <0.01% -37 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 1,391 shares; 2025Q4: 1,391 shares; 2026Q1: 1,391 shares; 2026Q2: 447 shares; 2026Q3: 448 shares 448 $19.8K <0.01% +1 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 141 shares; 2026Q2: 124 shares; 2026Q3: 108 shares 108 $19.3K <0.01% -16 Timeline CNMD CONMED CORP More: the full row for CONMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 415 shares; 2026Q2: 415 shares; 2026Q3: 415 shares 415 $19.2K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $19.1K <0.01% 0 Timeline FYX 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 142 shares 142 $19.1K <0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 22 shares; 2026Q1: 115 shares; 2026Q2: 115 shares; 2026Q3: 115 shares 115 $18.8K <0.01% 0 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,214 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,214 shares; 2025Q4: 1,214 shares; 2026Q1: 1,214 shares; 2026Q2: 1,000 shares; 2026Q3: 850 shares 850 $18.7K <0.01% -150 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $18.7K <0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares; 2026Q3: 420 shares 420 $18.6K <0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $18.5K <0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123 shares; 2025Q1: 527 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $17.9K <0.01% 0 Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,125 shares; 2025Q2: 11,950 shares; 2025Q3: 11,950 shares; 2025Q4: 11,750 shares; 2026Q1: 11,750 shares; 2026Q2: 10,425 shares; 2026Q3: 9,925 shares 9,925 $17.8K <0.01% -500 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares; 2026Q3: 240 shares 240 $17.2K <0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 395 shares; 2026Q2: 395 shares; 2026Q3: 395 shares 395 $17.1K <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; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares; 2026Q3: 217 shares 217 $16.9K <0.01% 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; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares; 2026Q3: 163 shares 163 $16.7K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,075 shares; 2025Q1: 40,297 shares; 2025Q2: 40,297 shares; 2025Q3: 40,597 shares; 2025Q4: 39,997 shares; 2026Q1: 7,060 shares; 2026Q2: 138 shares; 2026Q3: 138 shares 138 $16.6K <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; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 338 shares; 2026Q3: 338 shares 338 $16.5K <0.01% 0 Timeline AMCX AMC GLOBAL MEDIA INC More: the full row for AMC GLOBAL MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $16.3K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,445 shares; 2025Q1: 28,445 shares; 2025Q2: 28,445 shares; 2025Q3: 28,445 shares; 2025Q4: 23,520 shares; 2026Q1: 22,995 shares; 2026Q2: 1,200 shares; 2026Q3: 1,200 shares 1,200 $16.3K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares; 2026Q3: 64 shares 64 $16.3K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares; 2026Q3: 185 shares 185 $16.1K <0.01% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares; 2026Q3: 2,700 shares 2,700 $15.9K <0.01% 0 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80 shares; 2026Q3: 224 shares 224 $15.7K <0.01% +144 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 84 shares 84 $15.6K <0.01% new Timeline