AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,772 shares; 2024Q4: 98,314 shares; 2025Q1: 97,457 shares; 2025Q2: 99,061 shares; 2025Q3: 97,691 shares; 2025Q4: 97,145 shares; 2026Q1: 103,472 shares; 2026Q2: 102,793 shares 102,793 $29.7M 4.87% -679 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,265 shares; 2024Q4: 296,917 shares; 2025Q1: 304,163 shares; 2025Q2: 321,079 shares; 2025Q3: 321,756 shares; 2025Q4: 320,216 shares; 2026Q1: 321,335 shares; 2026Q2: 306,315 shares 306,315 $22.8M 3.73% -15,020 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427,371 shares; 2024Q4: 435,694 shares; 2025Q1: 433,198 shares; 2025Q2: 432,721 shares; 2025Q3: 452,732 shares; 2025Q4: 452,211 shares; 2026Q1: 462,832 shares; 2026Q2: 452,268 shares 452,268 $20.9M 3.42% -10,564 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,286 shares; 2024Q4: 1,286 shares; 2025Q1: 316,886 shares; 2025Q2: 255,510 shares; 2025Q3: 275,444 shares; 2025Q4: 284,006 shares; 2026Q1: 288,039 shares; 2026Q2: 293,975 shares 293,975 $19.9M 3.26% +5,936 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,801 shares; 2024Q4: 162,646 shares; 2025Q1: 158,733 shares; 2025Q2: 187,926 shares; 2025Q3: 187,938 shares; 2025Q4: 181,670 shares; 2026Q1: 183,039 shares; 2026Q2: 180,724 shares 180,724 $19.7M 3.23% -2,315 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521,422 shares; 2024Q4: 530,653 shares; 2025Q1: 602,524 shares; 2025Q2: 608,341 shares; 2025Q3: 674,319 shares; 2025Q4: 705,441 shares; 2026Q1: 773,330 shares; 2026Q2: 861,313 shares 861,313 $19.6M 3.21% +87,983 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,748 shares; 2024Q4: 386,146 shares; 2025Q1: 414,260 shares; 2025Q2: 412,741 shares; 2025Q3: 415,309 shares; 2025Q4: 411,757 shares; 2026Q1: 410,356 shares; 2026Q2: 402,453 shares 402,453 $14.7M 2.41% -7,903 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,132 shares; 2024Q4: 83,575 shares; 2025Q1: 83,372 shares; 2025Q2: 81,672 shares; 2025Q3: 78,799 shares; 2025Q4: 79,902 shares; 2026Q1: 89,980 shares; 2026Q2: 100,190 shares 100,190 $12.5M 2.04% +10,210 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,568 shares; 2024Q4: 28,668 shares; 2025Q1: 28,486 shares; 2025Q2: 28,453 shares; 2025Q3: 27,550 shares; 2025Q4: 27,711 shares; 2026Q1: 28,671 shares; 2026Q2: 28,910 shares 28,910 $10.8M 1.77% +239 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,166 shares; 2024Q4: 163,918 shares; 2025Q1: 192,212 shares; 2025Q2: 223,002 shares; 2025Q3: 234,178 shares; 2025Q4: 247,020 shares; 2026Q1: 249,690 shares; 2026Q2: 248,600 shares 248,600 $10.4M 1.7% -1,090 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,652 shares; 2024Q4: 50,264 shares; 2025Q1: 49,252 shares; 2025Q2: 49,110 shares; 2025Q3: 48,924 shares; 2025Q4: 47,877 shares; 2026Q1: 47,375 shares; 2026Q2: 72,706 shares 72,706 $9.94M 1.63% +25,331 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; 2024Q3: 86,053 shares; 2024Q4: 87,045 shares; 2025Q1: 84,958 shares; 2025Q2: 79,176 shares; 2025Q3: 82,206 shares; 2025Q4: 83,075 shares; 2026Q1: 83,127 shares; 2026Q2: 80,325 shares 80,325 $9.57M 1.57% -2,802 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,441 shares; 2024Q4: 98,357 shares; 2025Q1: 96,859 shares; 2025Q2: 99,949 shares; 2025Q3: 98,611 shares; 2025Q4: 94,629 shares; 2026Q1: 95,537 shares; 2026Q2: 96,015 shares 96,015 $9.25M 1.51% +478 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,207 shares; 2024Q4: 143,093 shares; 2025Q1: 142,130 shares; 2025Q2: 153,644 shares; 2025Q3: 152,149 shares; 2025Q4: 148,764 shares; 2026Q1: 151,991 shares; 2026Q2: 152,069 shares 152,069 $9.24M 1.51% +78 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,187 shares; 2024Q4: 83,241 shares; 2025Q1: 82,610 shares; 2025Q2: 83,466 shares; 2025Q3: 83,170 shares; 2025Q4: 77,454 shares; 2026Q1: 82,562 shares; 2026Q2: 75,509 shares 75,509 $8.98M 1.47% -7,053 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,069 shares; 2024Q4: 94,758 shares; 2025Q1: 98,314 shares; 2025Q2: 98,344 shares; 2025Q3: 99,472 shares; 2025Q4: 100,095 shares; 2026Q1: 101,863 shares; 2026Q2: 102,869 shares 102,869 $8.97M 1.47% +1,006 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,136 shares; 2024Q4: 273,666 shares; 2025Q1: 283,788 shares; 2025Q2: 283,788 shares; 2025Q3: 284,451 shares; 2025Q4: 308,789 shares; 2026Q1: 342,056 shares; 2026Q2: 367,608 shares 367,608 $8.69M 1.42% +25,552 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,685 shares; 2024Q4: 19,915 shares; 2025Q1: 19,915 shares; 2025Q2: 19,988 shares; 2025Q3: 19,852 shares; 2025Q4: 20,237 shares; 2026Q1: 20,475 shares; 2026Q2: 19,437 shares 19,437 $7.34M 1.2% -1,038 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 968,389 shares; 2024Q4: 442,743 shares; 2025Q1: 424,465 shares; 2025Q2: 403,869 shares; 2025Q3: 420,900 shares; 2025Q4: 398,873 shares; 2026Q1: 395,547 shares; 2026Q2: 368,269 shares 368,269 $7.1M 1.16% -27,278 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,287 shares; 2024Q4: 89,040 shares; 2025Q1: 98,205 shares; 2025Q2: 104,371 shares; 2025Q3: 102,256 shares; 2025Q4: 126,228 shares; 2026Q1: 193,618 shares; 2026Q2: 292,767 shares 292,767 $6.89M 1.13% +99,149 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,310 shares; 2024Q4: 31,479 shares; 2025Q1: 32,764 shares; 2025Q2: 32,734 shares; 2025Q3: 34,154 shares; 2025Q4: 34,808 shares; 2026Q1: 33,674 shares; 2026Q2: 32,934 shares 32,934 $6.59M 1.08% -740 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,951 shares; 2024Q4: 230,358 shares; 2025Q1: 239,598 shares; 2025Q2: 232,670 shares; 2025Q3: 229,835 shares; 2025Q4: 235,879 shares; 2026Q1: 237,741 shares; 2026Q2: 229,094 shares 229,094 $6.5M 1.07% -8,647 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,541 shares; 2024Q4: 28,440 shares; 2025Q1: 27,130 shares; 2025Q2: 24,527 shares; 2025Q3: 23,652 shares; 2025Q4: 23,805 shares; 2026Q1: 25,863 shares; 2026Q2: 25,096 shares 25,096 $6.37M 1.04% -767 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,876 shares; 2024Q4: 171,719 shares; 2025Q1: 177,768 shares; 2025Q2: 167,354 shares; 2025Q3: 162,770 shares; 2025Q4: 161,793 shares; 2026Q1: 158,701 shares; 2026Q2: 155,418 shares 155,418 $6.32M 1.04% -3,283 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,591 shares; 2024Q4: 26,586 shares; 2025Q1: 25,963 shares; 2025Q2: 25,906 shares; 2025Q3: 24,547 shares; 2025Q4: 25,236 shares; 2026Q1: 27,620 shares; 2026Q2: 26,321 shares 26,321 $6.27M 1.03% -1,299 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,638 shares; 2024Q4: 16,712 shares; 2025Q1: 16,824 shares; 2025Q2: 16,724 shares; 2025Q3: 16,940 shares; 2025Q4: 16,907 shares; 2026Q1: 17,366 shares; 2026Q2: 17,109 shares 17,109 $6.11M 1% -257 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,830 shares; 2024Q4: 228,893 shares; 2025Q1: 230,611 shares; 2025Q2: 221,237 shares; 2025Q3: 219,056 shares; 2025Q4: 210,613 shares; 2026Q1: 208,485 shares; 2026Q2: 208,130 shares 208,130 $6.04M 0.99% -355 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,034 shares; 2024Q4: 23,095 shares; 2025Q1: 23,253 shares; 2025Q2: 23,233 shares; 2025Q3: 21,102 shares; 2025Q4: 21,595 shares; 2026Q1: 22,058 shares; 2026Q2: 17,667 shares 17,667 $5.78M 0.95% -4,391 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,029 shares; 2024Q4: 49,705 shares; 2025Q1: 49,705 shares; 2025Q2: 50,066 shares; 2025Q3: 50,066 shares; 2025Q4: 45,878 shares; 2026Q1: 58,574 shares; 2026Q2: 67,082 shares 67,082 $5.14M 0.84% +8,508 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,599 shares; 2024Q4: 10,617 shares; 2025Q1: 10,568 shares; 2025Q2: 10,606 shares; 2025Q3: 10,409 shares; 2025Q4: 10,416 shares; 2026Q1: 10,416 shares; 2026Q2: 40,700 shares 40,700 $5.05M 0.83% +30,284 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,007 shares; 2024Q4: 100,268 shares; 2025Q1: 101,647 shares; 2025Q2: 92,229 shares; 2025Q3: 94,326 shares; 2025Q4: 94,015 shares; 2026Q1: 97,141 shares; 2026Q2: 97,507 shares 97,507 $5.05M 0.83% +366 Timeline EFAD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,335 shares; 2025Q2: 47,552 shares; 2025Q3: 52,820 shares; 2025Q4: 66,800 shares; 2026Q1: 92,671 shares; 2026Q2: 109,687 shares 109,687 $4.7M 0.77% +17,016 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,519 shares; 2024Q4: 45,783 shares; 2025Q1: 54,300 shares; 2025Q2: 53,606 shares; 2025Q3: 55,509 shares; 2025Q4: 60,293 shares; 2026Q1: 63,808 shares; 2026Q2: 62,725 shares 62,725 $4.59M 0.75% -1,083 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 725 shares; 2025Q1: 10,956 shares; 2025Q2: 17,057 shares; 2025Q3: 19,572 shares; 2025Q4: 25,062 shares; 2026Q1: 28,905 shares; 2026Q2: 36,956 shares 36,956 $4.36M 0.71% +8,051 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,300 shares; 2024Q4: 15,615 shares; 2025Q1: 16,027 shares; 2025Q2: 16,000 shares; 2025Q3: 15,862 shares; 2025Q4: 16,020 shares; 2026Q1: 16,553 shares; 2026Q2: 16,434 shares 16,434 $4.14M 0.68% -119 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76,610 shares 76,610 $3.76M 0.62% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,018 shares; 2024Q4: 26,018 shares; 2025Q1: 26,097 shares; 2025Q2: 26,097 shares; 2025Q3: 26,073 shares; 2025Q4: 25,536 shares; 2026Q1: 25,536 shares; 2026Q2: 25,498 shares 25,498 $3.51M 0.57% -38 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,855 shares; 2024Q4: 90,382 shares; 2025Q1: 94,418 shares; 2025Q2: 94,418 shares; 2025Q3: 99,533 shares; 2025Q4: 135,249 shares; 2026Q1: 177,413 shares; 2026Q2: 154,429 shares 154,429 $3.02M 0.49% -22,984 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 910 shares; 2024Q4: 6,940 shares; 2025Q1: 6,940 shares; 2025Q2: 7,683 shares; 2025Q3: 11,486 shares; 2025Q4: 14,539 shares; 2026Q1: 25,566 shares; 2026Q2: 58,569 shares 58,569 $2.96M 0.49% +33,003 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,677 shares; 2024Q4: 24,798 shares; 2025Q1: 24,838 shares; 2025Q2: 24,436 shares; 2025Q3: 25,227 shares; 2025Q4: 25,169 shares; 2026Q1: 25,212 shares; 2026Q2: 22,676 shares 22,676 $2.91M 0.48% -2,536 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,974 shares; 2024Q4: 3,946 shares; 2025Q1: 3,885 shares; 2025Q2: 3,885 shares; 2025Q3: 4,244 shares; 2025Q4: 3,868 shares; 2026Q1: 3,868 shares; 2026Q2: 3,869 shares 3,869 $2.9M 0.47% +1 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,460 shares; 2024Q4: 7,460 shares; 2025Q1: 7,420 shares; 2025Q2: 7,220 shares; 2025Q3: 7,329 shares; 2025Q4: 7,489 shares; 2026Q1: 7,680 shares; 2026Q2: 8,143 shares 8,143 $2.88M 0.47% +463 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,748 shares; 2025Q3: 10,455 shares; 2025Q4: 10,366 shares; 2026Q1: 10,359 shares; 2026Q2: 10,359 shares 10,359 $2.86M 0.47% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,535 shares; 2024Q4: 4,542 shares; 2025Q1: 4,581 shares; 2025Q2: 4,542 shares; 2025Q3: 5,260 shares; 2025Q4: 5,333 shares; 2026Q1: 5,527 shares; 2026Q2: 33,068 shares 33,068 $2.85M 0.47% +27,541 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,599 shares; 2024Q4: 161,254 shares; 2025Q1: 176,214 shares; 2025Q2: 176,214 shares; 2025Q3: 179,024 shares; 2025Q4: 207,875 shares; 2026Q1: 146,720 shares; 2026Q2: 110,601 shares 110,601 $2.59M 0.42% -36,119 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,345 shares; 2024Q4: 4,345 shares; 2025Q1: 4,411 shares; 2025Q2: 4,524 shares; 2025Q3: 4,747 shares; 2025Q4: 4,746 shares; 2026Q1: 5,083 shares; 2026Q2: 5,121 shares 5,121 $2.56M 0.42% +38 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,403 shares; 2024Q4: 14,996 shares; 2025Q1: 18,083 shares; 2025Q2: 24,203 shares; 2025Q3: 29,410 shares; 2025Q4: 33,362 shares; 2026Q1: 36,467 shares; 2026Q2: 36,255 shares 36,255 $2.38M 0.39% -212 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,828 shares; 2024Q4: 60,828 shares; 2025Q1: 60,828 shares; 2025Q2: 58,142 shares; 2025Q3: 58,142 shares; 2025Q4: 57,650 shares; 2026Q1: 50,082 shares; 2026Q2: 48,205 shares 48,205 $2.37M 0.39% -1,877 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,440 shares; 2024Q4: 59,056 shares; 2025Q1: 62,276 shares; 2025Q2: 67,181 shares; 2025Q3: 70,991 shares; 2025Q4: 99,389 shares; 2026Q1: 136,541 shares; 2026Q2: 114,395 shares 114,395 $2.24M 0.37% -22,146 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 942 shares; 2024Q4: 1,064 shares; 2025Q1: 1,676 shares; 2025Q2: 1,585 shares; 2025Q3: 2,894 shares; 2025Q4: 3,221 shares; 2026Q1: 3,221 shares; 2026Q2: 3,250 shares 3,250 $2.23M 0.37% +29 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,029 shares; 2024Q4: 8,029 shares; 2025Q1: 8,029 shares; 2025Q2: 8,017 shares; 2025Q3: 8,047 shares; 2025Q4: 8,017 shares; 2026Q1: 8,101 shares; 2026Q2: 8,026 shares 8,026 $2.17M 0.36% -75 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,381 shares; 2024Q4: 17,991 shares; 2025Q1: 17,716 shares; 2025Q2: 17,352 shares; 2025Q3: 17,361 shares; 2025Q4: 17,345 shares; 2026Q1: 16,279 shares; 2026Q2: 14,324 shares 14,324 $2.1M 0.34% -1,955 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,627 shares; 2024Q4: 6,516 shares; 2025Q1: 6,627 shares; 2025Q2: 7,818 shares; 2025Q3: 14,141 shares; 2025Q4: 14,141 shares; 2026Q1: 14,203 shares; 2026Q2: 14,220 shares 14,220 $2.08M 0.34% +17 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,263 shares; 2024Q4: 21,486 shares; 2025Q1: 21,586 shares; 2025Q2: 21,683 shares; 2025Q3: 21,284 shares; 2025Q4: 19,700 shares; 2026Q1: 19,782 shares; 2026Q2: 17,849 shares 17,849 $2.08M 0.34% -1,933 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,621 shares; 2024Q4: 9,695 shares; 2025Q1: 9,695 shares; 2025Q2: 9,477 shares; 2025Q3: 9,366 shares; 2025Q4: 9,605 shares; 2026Q1: 9,440 shares; 2026Q2: 9,440 shares 9,440 $2.06M 0.34% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,273 shares; 2024Q4: 3,514 shares; 2025Q1: 4,696 shares; 2025Q2: 6,840 shares; 2025Q3: 7,380 shares; 2025Q4: 7,740 shares; 2026Q1: 15,038 shares; 2026Q2: 16,690 shares 16,690 $1.95M 0.32% +1,652 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,301 shares; 2024Q4: 27,423 shares; 2025Q1: 34,167 shares; 2025Q2: 28,431 shares; 2025Q3: 30,199 shares; 2025Q4: 30,972 shares; 2026Q1: 29,510 shares; 2026Q2: 28,563 shares 28,563 $1.93M 0.32% -947 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,817 shares; 2024Q4: 1,817 shares; 2025Q1: 1,814 shares; 2025Q2: 1,907 shares; 2025Q3: 2,030 shares; 2025Q4: 1,939 shares; 2026Q1: 1,999 shares; 2026Q2: 15,992 shares 15,992 $1.91M 0.31% +13,993 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,736 shares; 2024Q4: 10,525 shares; 2025Q1: 10,528 shares; 2025Q2: 10,528 shares; 2025Q3: 10,523 shares; 2025Q4: 10,523 shares; 2026Q1: 10,781 shares; 2026Q2: 8,481 shares 8,481 $1.9M 0.31% -2,300 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,611 shares; 2024Q4: 1,769 shares; 2025Q1: 2,033 shares; 2025Q2: 2,023 shares; 2025Q3: 2,224 shares; 2025Q4: 2,330 shares; 2026Q1: 2,567 shares; 2026Q2: 2,544 shares 2,544 $1.87M 0.31% -23 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,682 shares; 2024Q4: 116,532 shares; 2025Q1: 116,532 shares; 2025Q2: 116,532 shares; 2025Q3: 119,392 shares; 2025Q4: 120,472 shares; 2026Q1: 110,776 shares; 2026Q2: 79,698 shares 79,698 $1.84M 0.3% -31,078 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,647 shares; 2024Q4: 7,686 shares; 2025Q1: 7,686 shares; 2025Q2: 7,691 shares; 2025Q3: 7,714 shares; 2025Q4: 7,662 shares; 2026Q1: 7,662 shares; 2026Q2: 7,512 shares 7,512 $1.82M 0.3% -150 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,675 shares; 2024Q4: 116,725 shares; 2025Q1: 118,800 shares; 2025Q2: 118,800 shares; 2025Q3: 119,217 shares; 2025Q4: 126,590 shares; 2026Q1: 113,875 shares; 2026Q2: 81,108 shares 81,108 $1.78M 0.29% -32,767 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,848 shares; 2024Q4: 3,867 shares; 2025Q1: 3,899 shares; 2025Q2: 3,903 shares; 2025Q3: 4,320 shares; 2025Q4: 4,251 shares; 2026Q1: 4,579 shares; 2026Q2: 4,579 shares 4,579 $1.69M 0.28% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,947 shares; 2024Q4: 18,789 shares; 2025Q1: 18,791 shares; 2025Q2: 18,794 shares; 2025Q3: 18,797 shares; 2025Q4: 18,799 shares; 2026Q1: 18,887 shares; 2026Q2: 18,615 shares 18,615 $1.69M 0.28% -272 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,740 shares; 2024Q4: 44,175 shares; 2025Q1: 45,805 shares; 2025Q2: 51,685 shares; 2025Q3: 54,115 shares; 2025Q4: 71,420 shares; 2026Q1: 105,332 shares; 2026Q2: 81,927 shares 81,927 $1.67M 0.27% -23,405 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,520 shares; 2024Q4: 1,661 shares; 2025Q1: 1,953 shares; 2025Q2: 1,953 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares; 2026Q1: 2,204 shares; 2026Q2: 2,207 shares 2,207 $1.65M 0.27% +3 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,496 shares; 2024Q4: 8,479 shares; 2025Q1: 9,434 shares; 2025Q2: 7,943 shares; 2025Q3: 14,443 shares; 2025Q4: 14,732 shares; 2026Q1: 16,887 shares; 2026Q2: 17,587 shares 17,587 $1.64M 0.27% +700 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,539 shares; 2025Q3: 2,899 shares; 2025Q4: 4,009 shares; 2026Q1: 15,301 shares; 2026Q2: 24,214 shares 24,214 $1.64M 0.27% +8,913 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,993 shares; 2025Q3: 4,008 shares; 2025Q4: 3,989 shares; 2026Q1: 3,995 shares; 2026Q2: 4,353 shares 4,353 $1.63M 0.27% +358 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,644 shares; 2024Q4: 3,415 shares; 2025Q1: 3,474 shares; 2025Q2: 3,682 shares; 2025Q3: 3,722 shares; 2025Q4: 3,658 shares; 2026Q1: 3,999 shares; 2026Q2: 3,849 shares 3,849 $1.62M 0.27% -150 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595 shares; 2024Q4: 620 shares; 2025Q1: 5,563 shares; 2025Q2: 4,763 shares; 2025Q3: 4,763 shares; 2025Q4: 4,679 shares; 2026Q1: 4,641 shares; 2026Q2: 4,641 shares 4,641 $1.6M 0.26% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,846 shares; 2024Q4: 3,709 shares; 2025Q1: 3,709 shares; 2025Q2: 3,759 shares; 2025Q3: 3,922 shares; 2025Q4: 3,670 shares; 2026Q1: 3,655 shares; 2026Q2: 3,880 shares 3,880 $1.59M 0.26% +225 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,977 shares; 2024Q4: 11,611 shares; 2025Q1: 12,248 shares; 2025Q2: 13,202 shares; 2025Q3: 14,245 shares; 2025Q4: 16,326 shares; 2026Q1: 16,587 shares; 2026Q2: 17,605 shares 17,605 $1.59M 0.26% +1,018 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,748 shares; 2024Q4: 16,022 shares; 2025Q1: 16,515 shares; 2025Q2: 19,044 shares; 2025Q3: 21,542 shares; 2025Q4: 22,567 shares; 2026Q1: 22,127 shares; 2026Q2: 22,213 shares 22,213 $1.58M 0.26% +86 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,700 shares; 2024Q4: 21,648 shares; 2025Q1: 23,392 shares; 2025Q2: 24,590 shares; 2025Q3: 25,007 shares; 2025Q4: 26,077 shares; 2026Q1: 26,577 shares; 2026Q2: 26,496 shares 26,496 $1.53M 0.25% -81 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,889 shares; 2024Q4: 118,889 shares; 2025Q1: 120,289 shares; 2025Q2: 121,289 shares; 2025Q3: 121,289 shares; 2025Q4: 124,289 shares; 2026Q1: 105,714 shares; 2026Q2: 71,944 shares 71,944 $1.51M 0.25% -33,770 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.25% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,232 shares; 2025Q3: 7,612 shares; 2025Q4: 7,135 shares; 2026Q1: 8,784 shares; 2026Q2: 11,530 shares 11,530 $1.47M 0.24% +2,746 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; 2024Q3: 19,288 shares; 2024Q4: 18,556 shares; 2025Q1: 18,489 shares; 2025Q2: 18,458 shares; 2025Q3: 18,402 shares; 2025Q4: 17,468 shares; 2026Q1: 15,837 shares; 2026Q2: 13,098 shares 13,098 $1.47M 0.24% -2,739 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,223 shares; 2024Q4: 43,473 shares; 2025Q1: 46,168 shares; 2025Q2: 46,168 shares; 2025Q3: 50,448 shares; 2025Q4: 58,568 shares; 2026Q1: 64,423 shares; 2026Q2: 63,641 shares 63,641 $1.46M 0.24% -782 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,218 shares; 2024Q4: 8,218 shares; 2025Q1: 7,982 shares; 2025Q2: 7,982 shares; 2025Q3: 9,404 shares; 2025Q4: 9,430 shares; 2026Q1: 9,793 shares; 2026Q2: 8,792 shares 8,792 $1.46M 0.24% -1,001 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,278 shares; 2024Q4: 18,761 shares; 2025Q1: 18,761 shares; 2025Q2: 18,874 shares; 2025Q3: 18,627 shares; 2025Q4: 18,568 shares; 2026Q1: 19,049 shares; 2026Q2: 12,299 shares 12,299 $1.44M 0.24% -6,750 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,496 shares; 2024Q4: 7,496 shares; 2025Q1: 7,076 shares; 2025Q2: 6,253 shares; 2025Q3: 6,103 shares; 2025Q4: 6,153 shares; 2026Q1: 5,653 shares; 2026Q2: 5,653 shares 5,653 $1.44M 0.24% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,103 shares; 2024Q4: 11,639 shares; 2025Q1: 11,639 shares; 2025Q2: 11,674 shares; 2025Q3: 11,674 shares; 2025Q4: 11,820 shares; 2026Q1: 11,328 shares; 2026Q2: 11,328 shares 11,328 $1.38M 0.23% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,324 shares; 2024Q4: 7,324 shares; 2025Q1: 8,639 shares; 2025Q2: 8,639 shares; 2025Q3: 8,614 shares; 2025Q4: 8,710 shares; 2026Q1: 8,710 shares; 2026Q2: 8,710 shares 8,710 $1.38M 0.23% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,738 shares; 2024Q4: 5,738 shares; 2025Q1: 5,738 shares; 2025Q2: 5,738 shares; 2025Q3: 5,738 shares; 2025Q4: 5,378 shares; 2026Q1: 5,378 shares; 2026Q2: 5,378 shares 5,378 $1.37M 0.23% 0 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,608 shares; 2024Q4: 34,608 shares; 2025Q1: 34,608 shares; 2025Q2: 34,608 shares; 2025Q3: 35,108 shares; 2025Q4: 38,708 shares; 2026Q1: 49,403 shares; 2026Q2: 54,685 shares 54,685 $1.37M 0.23% +5,282 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,445 shares; 2024Q4: 23,947 shares; 2025Q1: 23,746 shares; 2025Q2: 23,012 shares; 2025Q3: 22,503 shares; 2025Q4: 22,510 shares; 2026Q1: 21,819 shares; 2026Q2: 16,899 shares 16,899 $1.37M 0.22% -4,920 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,956 shares; 2024Q4: 1,956 shares; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,994 shares; 2025Q4: 2,053 shares; 2026Q1: 2,453 shares; 2026Q2: 2,358 shares 2,358 $1.37M 0.22% -95 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,591 shares; 2024Q4: 9,562 shares; 2025Q1: 9,657 shares; 2025Q2: 9,657 shares; 2025Q3: 9,614 shares; 2025Q4: 9,632 shares; 2026Q1: 9,925 shares; 2026Q2: 9,888 shares 9,888 $1.34M 0.22% -37 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 660 shares; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 974 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 980 shares; 2026Q2: 1,075 shares 1,075 $1.26M 0.21% +95 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,018 shares; 2024Q4: 69,021 shares; 2025Q1: 67,536 shares; 2025Q2: 64,421 shares; 2025Q3: 63,480 shares; 2025Q4: 61,028 shares; 2026Q1: 60,358 shares; 2026Q2: 52,416 shares 52,416 $1.26M 0.21% -7,942 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,591 shares; 2024Q4: 4,667 shares; 2025Q1: 4,846 shares; 2025Q2: 5,016 shares; 2025Q3: 4,278 shares; 2025Q4: 4,289 shares; 2026Q1: 4,280 shares; 2026Q2: 4,159 shares 4,159 $1.25M 0.2% -121 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,881 shares; 2024Q4: 6,881 shares; 2025Q1: 6,881 shares; 2025Q2: 6,881 shares; 2025Q3: 6,881 shares; 2025Q4: 6,916 shares; 2026Q1: 6,896 shares; 2026Q2: 6,896 shares 6,896 $1.23M 0.2% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,010 shares; 2024Q4: 8,010 shares; 2025Q1: 8,061 shares; 2025Q2: 8,061 shares; 2025Q3: 8,061 shares; 2025Q4: 8,061 shares; 2026Q1: 8,086 shares; 2026Q2: 8,106 shares 8,106 $1.23M 0.2% +20 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,808 shares; 2024Q4: 3,892 shares; 2025Q1: 3,892 shares; 2025Q2: 3,708 shares; 2025Q3: 2,957 shares; 2025Q4: 3,057 shares; 2026Q1: 2,972 shares; 2026Q2: 2,946 shares 2,946 $1.22M 0.2% -26 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,579 shares; 2024Q4: 13,579 shares; 2025Q1: 14,942 shares; 2025Q2: 15,022 shares; 2025Q3: 15,022 shares; 2025Q4: 15,129 shares; 2026Q1: 15,647 shares; 2026Q2: 15,726 shares 15,726 $1.19M 0.19% +79 Timeline MRBK MERIDIAN CORP More: the full row for MERIDIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,366 shares; 2025Q4: 59,366 shares; 2026Q1: 59,366 shares; 2026Q2: 59,366 shares 59,366 $1.19M 0.19% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,520 shares; 2024Q4: 18,107 shares; 2025Q1: 20,718 shares; 2025Q2: 21,692 shares; 2025Q3: 22,187 shares; 2025Q4: 23,137 shares; 2026Q1: 23,264 shares; 2026Q2: 23,577 shares 23,577 $1.19M 0.19% +313 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,950 shares; 2024Q4: 34,500 shares; 2025Q1: 34,500 shares; 2025Q2: 34,500 shares; 2025Q3: 34,500 shares; 2025Q4: 34,500 shares; 2026Q1: 41,385 shares; 2026Q2: 45,809 shares 45,809 $1.18M 0.19% +4,424 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,507 shares; 2024Q4: 2,885 shares; 2025Q1: 2,885 shares; 2025Q2: 2,800 shares; 2025Q3: 2,878 shares; 2025Q4: 2,940 shares; 2026Q1: 3,383 shares; 2026Q2: 3,317 shares 3,317 $1.17M 0.19% -66 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,566 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,566 shares; 2026Q1: 2,564 shares; 2026Q2: 2,564 shares 2,564 $1.16M 0.19% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,295 shares; 2024Q4: 2,295 shares; 2025Q1: 2,246 shares; 2025Q2: 2,251 shares; 2025Q3: 2,823 shares; 2025Q4: 2,980 shares; 2026Q1: 3,058 shares; 2026Q2: 3,145 shares 3,145 $1.15M 0.19% +87 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,602 shares; 2024Q4: 3,602 shares; 2025Q1: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: 3,583 shares; 2025Q4: 3,583 shares; 2026Q1: 3,581 shares; 2026Q2: 3,581 shares 3,581 $1.13M 0.18% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,923 shares; 2024Q4: 11,144 shares; 2025Q1: 11,156 shares; 2025Q2: 11,228 shares; 2025Q3: 11,860 shares; 2025Q4: 11,848 shares; 2026Q1: 13,604 shares; 2026Q2: 13,586 shares 13,586 $1.13M 0.18% -18 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,109 shares; 2025Q3: 12,135 shares; 2025Q4: 10,013 shares; 2026Q1: 10,038 shares; 2026Q2: 9,559 shares 9,559 $1.12M 0.18% -479 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,845 shares; 2024Q4: 23,845 shares; 2025Q1: 24,560 shares; 2025Q2: 24,440 shares; 2025Q3: 24,440 shares; 2025Q4: 24,348 shares; 2026Q1: 24,280 shares; 2026Q2: 24,280 shares 24,280 $1.12M 0.18% 0 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,833 shares; 2024Q4: 44,833 shares; 2025Q1: 44,833 shares; 2025Q2: 44,833 shares; 2025Q3: 44,833 shares; 2025Q4: 44,833 shares; 2026Q1: 44,833 shares; 2026Q2: 44,833 shares 44,833 $1.08M 0.18% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,985 shares; 2024Q4: 9,943 shares; 2025Q1: 9,943 shares; 2025Q2: 9,985 shares; 2025Q3: 7,505 shares; 2025Q4: 7,505 shares; 2026Q1: 7,505 shares; 2026Q2: 7,112 shares 7,112 $1.04M 0.17% -393 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,600 shares; 2024Q4: 5,567 shares; 2025Q1: 5,567 shares; 2025Q2: 5,592 shares; 2025Q3: 5,592 shares; 2025Q4: 5,592 shares; 2026Q1: 5,674 shares; 2026Q2: 5,475 shares 5,475 $1.04M 0.17% -199 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,510 shares; 2024Q4: 31,961 shares; 2025Q1: 30,021 shares; 2025Q2: 30,042 shares; 2025Q3: 31,663 shares; 2025Q4: 31,399 shares; 2026Q1: 31,260 shares; 2026Q2: 24,394 shares 24,394 $1.03M 0.17% -6,866 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,419 shares; 2024Q4: 6,169 shares; 2025Q1: 6,304 shares; 2025Q2: 8,089 shares; 2025Q3: 9,118 shares; 2025Q4: 9,207 shares; 2026Q1: 9,482 shares; 2026Q2: 10,164 shares 10,164 $1.03M 0.17% +682 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,190 shares; 2025Q1: 23,090 shares; 2025Q2: 21,625 shares; 2025Q3: 21,625 shares; 2025Q4: 21,625 shares; 2026Q1: 23,905 shares; 2026Q2: 23,905 shares 23,905 $995K 0.16% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,500 shares; 2024Q4: 9,219 shares; 2025Q1: 9,219 shares; 2025Q2: 9,378 shares; 2025Q3: 9,219 shares; 2025Q4: 9,219 shares; 2026Q1: 9,219 shares; 2026Q2: 9,219 shares 9,219 $994K 0.16% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 883 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 733 shares; 2025Q3: 778 shares; 2025Q4: 773 shares; 2026Q1: 814 shares; 2026Q2: 824 shares 824 $988K 0.16% +10 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,999 shares; 2024Q4: 1,970 shares; 2025Q1: 1,955 shares; 2025Q2: 1,918 shares; 2025Q3: 1,927 shares; 2025Q4: 2,776 shares; 2026Q1: 2,906 shares; 2026Q2: 2,867 shares 2,867 $984K 0.16% -39 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,419 shares; 2024Q4: 14,537 shares; 2025Q1: 13,243 shares; 2025Q2: 13,688 shares; 2025Q3: 12,409 shares; 2025Q4: 12,576 shares; 2026Q1: 13,432 shares; 2026Q2: 16,155 shares 16,155 $964K 0.16% +2,723 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,178 shares; 2024Q4: 1,658 shares; 2025Q1: 2,374 shares; 2025Q2: 3,713 shares; 2025Q3: 4,013 shares; 2025Q4: 4,057 shares; 2026Q1: 7,253 shares; 2026Q2: 7,705 shares 7,705 $955K 0.16% +452 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,209 shares; 2024Q4: 8,404 shares; 2025Q1: 8,573 shares; 2025Q2: 7,113 shares; 2025Q3: 6,291 shares; 2025Q4: 6,360 shares; 2026Q1: 6,254 shares; 2026Q2: 6,411 shares 6,411 $951K 0.16% +157 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,264 shares; 2024Q4: 9,410 shares; 2025Q1: 8,941 shares; 2025Q2: 9,614 shares; 2025Q3: 9,668 shares; 2025Q4: 9,987 shares; 2026Q1: 10,560 shares; 2026Q2: 10,717 shares 10,717 $942K 0.15% +157 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,869 shares; 2024Q4: 22,824 shares; 2025Q1: 25,624 shares; 2025Q2: 29,374 shares; 2025Q3: 32,674 shares; 2025Q4: 33,774 shares; 2026Q1: 40,695 shares; 2026Q2: 41,087 shares 41,087 $918K 0.15% +392 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; 2024Q3: 17,351 shares; 2024Q4: 17,351 shares; 2025Q1: 17,351 shares; 2025Q2: 17,351 shares; 2025Q3: 17,351 shares; 2025Q4: 17,351 shares; 2026Q1: 17,351 shares; 2026Q2: 16,635 shares 16,635 $915K 0.15% -716 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588 shares; 2024Q4: 588 shares; 2025Q1: 608 shares; 2025Q2: 661 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 834 shares; 2026Q2: 969 shares 969 $906K 0.15% +135 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,346 shares; 2024Q4: 25,038 shares; 2025Q1: 25,038 shares; 2025Q2: 25,340 shares; 2025Q3: 25,340 shares; 2025Q4: 25,340 shares; 2026Q1: 28,560 shares; 2026Q2: 28,583 shares 28,583 $906K 0.15% +23 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338 shares; 2024Q4: 4,080 shares; 2025Q1: 8,980 shares; 2025Q2: 8,980 shares; 2025Q3: 10,165 shares; 2025Q4: 8,719 shares; 2026Q1: 15,471 shares; 2026Q2: 17,546 shares 17,546 $886K 0.15% +2,075 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,725 shares; 2025Q4: 24,360 shares; 2026Q1: 31,595 shares; 2026Q2: 35,620 shares 35,620 $878K 0.14% +4,025 Timeline BSMZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,550 shares; 2026Q1: 30,535 shares; 2026Q2: 33,875 shares 33,875 $868K 0.14% +3,340 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,042 shares; 2024Q4: 2,007 shares; 2025Q1: 2,012 shares; 2025Q2: 1,883 shares; 2025Q3: 3,088 shares; 2025Q4: 3,088 shares; 2026Q1: 3,160 shares; 2026Q2: 3,084 shares 3,084 $867K 0.14% -76 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,826 shares; 2024Q4: 8,486 shares; 2025Q1: 8,576 shares; 2025Q2: 9,311 shares; 2025Q3: 10,296 shares; 2025Q4: 10,749 shares; 2026Q1: 11,031 shares; 2026Q2: 11,012 shares 11,012 $862K 0.14% -19 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,043 shares; 2024Q4: 11,203 shares; 2025Q1: 10,723 shares; 2025Q2: 10,088 shares; 2025Q3: 11,090 shares; 2025Q4: 11,273 shares; 2026Q1: 10,853 shares; 2026Q2: 10,753 shares 10,753 $829K 0.14% -100 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; 2024Q3: 23,597 shares; 2024Q4: 23,636 shares; 2025Q1: 23,676 shares; 2025Q2: 23,718 shares; 2025Q3: 23,759 shares; 2025Q4: 23,802 shares; 2026Q1: 25,209 shares; 2026Q2: 21,643 shares 21,643 $829K 0.14% -3,566 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,807 shares; 2024Q4: 2,938 shares; 2025Q1: 2,938 shares; 2025Q2: 2,938 shares; 2025Q3: 2,938 shares; 2025Q4: 3,985 shares; 2026Q1: 3,324 shares; 2026Q2: 3,317 shares 3,317 $824K 0.13% -7 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,871 shares; 2024Q4: 4,871 shares; 2025Q1: 4,871 shares; 2025Q2: 4,871 shares; 2025Q3: 4,873 shares; 2025Q4: 4,873 shares; 2026Q1: 4,927 shares; 2026Q2: 4,927 shares 4,927 $812K 0.13% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,460 shares; 2024Q4: 1,483 shares; 2025Q1: 1,495 shares; 2025Q2: 1,495 shares; 2025Q3: 1,498 shares; 2025Q4: 1,477 shares; 2026Q1: 1,592 shares; 2026Q2: 1,574 shares 1,574 $808K 0.13% -18 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,686 shares; 2025Q3: 10,706 shares; 2025Q4: 10,934 shares; 2026Q1: 14,112 shares; 2026Q2: 13,182 shares 13,182 $784K 0.13% -930 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,224 shares; 2026Q2: 4,187 shares 4,187 $783K 0.13% -37 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,202 shares; 2024Q4: 10,302 shares; 2025Q1: 9,459 shares; 2025Q2: 9,684 shares; 2025Q3: 8,889 shares; 2025Q4: 8,739 shares; 2026Q1: 8,739 shares; 2026Q2: 8,514 shares 8,514 $780K 0.13% -225 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,605 shares; 2024Q4: 4,605 shares; 2025Q1: 4,605 shares; 2025Q2: 4,605 shares; 2025Q3: 4,605 shares; 2025Q4: 4,658 shares; 2026Q1: 6,508 shares; 2026Q2: 8,278 shares 8,278 $770K 0.13% +1,770 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,052 shares; 2024Q4: 7,586 shares; 2025Q1: 7,601 shares; 2025Q2: 7,356 shares; 2025Q3: 7,596 shares; 2025Q4: 7,596 shares; 2026Q1: 7,926 shares; 2026Q2: 7,953 shares 7,953 $768K 0.13% +27 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,362 shares; 2024Q4: 4,362 shares; 2025Q1: 4,362 shares; 2025Q2: 4,362 shares; 2025Q3: 4,362 shares; 2025Q4: 4,362 shares; 2026Q1: 4,362 shares; 2026Q2: 4,362 shares 4,362 $765K 0.13% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,726 shares; 2024Q4: 14,529 shares; 2025Q1: 13,460 shares; 2025Q2: 13,463 shares; 2025Q3: 13,468 shares; 2025Q4: 13,445 shares; 2026Q1: 13,139 shares; 2026Q2: 13,143 shares 13,143 $760K 0.12% +4 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,175 shares; 2024Q4: 3,102 shares; 2025Q1: 3,233 shares; 2025Q2: 3,233 shares; 2025Q3: 3,221 shares; 2025Q4: 3,344 shares; 2026Q1: 3,344 shares; 2026Q2: 3,300 shares 3,300 $749K 0.12% -44 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,359 shares; 2024Q4: 7,438 shares; 2025Q1: 7,356 shares; 2025Q2: 5,066 shares; 2025Q3: 5,066 shares; 2025Q4: 5,166 shares; 2026Q1: 5,266 shares; 2026Q2: 5,366 shares 5,366 $749K 0.12% +100 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262 shares; 2024Q4: 1,279 shares; 2025Q1: 1,148 shares; 2025Q2: 1,164 shares; 2025Q3: 1,345 shares; 2025Q4: 1,335 shares; 2026Q1: 1,396 shares; 2026Q2: 1,303 shares 1,303 $734K 0.12% -93 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,754 shares; 2024Q4: 2,738 shares; 2025Q1: 2,738 shares; 2025Q2: 2,768 shares; 2025Q3: 2,668 shares; 2025Q4: 2,618 shares; 2026Q1: 2,689 shares; 2026Q2: 688 shares 688 $733K 0.12% -2,001 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 558 shares; 2026Q1: 18,372 shares; 2026Q2: 27,717 shares 27,717 $723K 0.12% +9,345 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,713 shares; 2024Q4: 44,723 shares; 2025Q1: 46,248 shares; 2025Q2: 51,013 shares; 2025Q3: 56,073 shares; 2025Q4: 57,403 shares; 2026Q1: 60,947 shares; 2026Q2: 38,807 shares 38,807 $721K 0.12% -22,140 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 1,540 shares; 2026Q1: 7,240 shares; 2026Q2: 25,714 shares 25,714 $717K 0.12% +18,474 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,557 shares; 2024Q4: 2,572 shares; 2025Q1: 2,602 shares; 2025Q2: 4,592 shares; 2025Q3: 4,556 shares; 2025Q4: 4,548 shares; 2026Q1: 4,569 shares; 2026Q2: 4,504 shares 4,504 $706K 0.12% -65 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,934 shares; 2024Q4: 23,204 shares; 2025Q1: 21,719 shares; 2025Q2: 21,187 shares; 2025Q3: 18,947 shares; 2025Q4: 18,861 shares; 2026Q1: 18,870 shares; 2026Q2: 12,264 shares 12,264 $699K 0.11% -6,606 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,900 shares; 2024Q4: 11,770 shares; 2025Q1: 13,275 shares; 2025Q2: 18,835 shares; 2025Q3: 21,090 shares; 2025Q4: 23,665 shares; 2026Q1: 28,277 shares; 2026Q2: 31,456 shares 31,456 $684K 0.11% +3,179 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,634 shares; 2024Q4: 3,618 shares; 2025Q1: 3,618 shares; 2025Q2: 3,634 shares; 2025Q3: 3,634 shares; 2025Q4: 3,704 shares; 2026Q1: 3,704 shares; 2026Q2: 3,449 shares 3,449 $682K 0.11% -255 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,023 shares; 2024Q4: 3,022 shares; 2025Q1: 3,042 shares; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 3,062 shares; 2026Q1: 3,062 shares; 2026Q2: 3,062 shares 3,062 $677K 0.11% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,113 shares; 2024Q4: 11,136 shares; 2025Q1: 11,154 shares; 2025Q2: 11,791 shares; 2025Q3: 11,809 shares; 2025Q4: 11,469 shares; 2026Q1: 11,480 shares; 2026Q2: 12,472 shares 12,472 $669K 0.11% +992 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,215 shares; 2024Q4: 23,924 shares; 2025Q1: 8,382 shares; 2025Q2: 8,382 shares; 2025Q3: 8,382 shares; 2025Q4: 10,317 shares; 2026Q1: 12,897 shares; 2026Q2: 12,897 shares 12,897 $653K 0.11% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,230 shares; 2024Q4: 6,230 shares; 2025Q1: 6,384 shares; 2025Q2: 6,230 shares; 2025Q3: 5,730 shares; 2025Q4: 5,730 shares; 2026Q1: 5,730 shares; 2026Q2: 5,730 shares 5,730 $647K 0.11% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,503 shares; 2024Q4: 3,503 shares; 2025Q1: 3,503 shares; 2025Q2: 3,503 shares; 2025Q3: 3,504 shares; 2025Q4: 3,504 shares; 2026Q1: 3,503 shares; 2026Q2: 3,496 shares 3,496 $646K 0.11% -7 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,817 shares; 2024Q4: 3,127 shares; 2025Q1: 3,129 shares; 2025Q2: 2,932 shares; 2025Q3: 2,934 shares; 2025Q4: 3,040 shares; 2026Q1: 3,269 shares; 2026Q2: 3,044 shares 3,044 $636K 0.1% -225 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 151 shares; 2026Q1: 364 shares; 2026Q2: 626 shares 626 $633K 0.1% +262 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544 shares; 2024Q4: 544 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 553 shares; 2026Q2: 553 shares 553 $626K 0.1% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,798 shares; 2024Q4: 9,798 shares; 2025Q1: 9,798 shares; 2025Q2: 9,873 shares; 2025Q3: 9,488 shares; 2025Q4: 9,601 shares; 2026Q1: 9,601 shares; 2026Q2: 11,046 shares 11,046 $624K 0.1% +1,445 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,705 shares; 2024Q4: 3,816 shares; 2025Q1: 3,816 shares; 2025Q2: 3,868 shares; 2025Q3: 3,868 shares; 2025Q4: 3,972 shares; 2026Q1: 4,120 shares; 2026Q2: 4,436 shares 4,436 $621K 0.1% +316 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,358 shares; 2024Q4: 7,306 shares; 2025Q1: 7,315 shares; 2025Q2: 6,777 shares; 2025Q3: 6,617 shares; 2025Q4: 5,979 shares; 2026Q1: 5,979 shares; 2026Q2: 5,257 shares 5,257 $618K 0.1% -722 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,309 shares; 2024Q4: 4,309 shares; 2025Q1: 4,309 shares; 2025Q2: 4,029 shares; 2025Q3: 4,029 shares; 2025Q4: 4,029 shares; 2026Q1: 4,029 shares; 2026Q2: 4,029 shares 4,029 $613K 0.1% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,578 shares; 2024Q4: 4,143 shares; 2025Q1: 4,143 shares; 2025Q2: 4,494 shares; 2025Q3: 4,597 shares; 2025Q4: 4,997 shares; 2026Q1: 5,473 shares; 2026Q2: 5,365 shares 5,365 $608K 0.1% -108 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,892 shares; 2024Q4: 4,842 shares; 2025Q1: 4,728 shares; 2025Q2: 4,728 shares; 2025Q3: 4,728 shares; 2025Q4: 4,484 shares; 2026Q1: 4,484 shares; 2026Q2: 4,430 shares 4,430 $605K 0.1% -54 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,286 shares; 2024Q4: 14,415 shares; 2025Q1: 9,728 shares; 2025Q2: 7,878 shares; 2025Q3: 6,257 shares; 2025Q4: 6,371 shares; 2026Q1: 6,361 shares; 2026Q2: 6,261 shares 6,261 $603K 0.1% -100 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,431 shares; 2024Q4: 1,528 shares; 2025Q1: 1,566 shares; 2025Q2: 1,357 shares; 2025Q3: 1,505 shares; 2025Q4: 1,965 shares; 2026Q1: 1,967 shares; 2026Q2: 1,972 shares 1,972 $598K 0.1% +5 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,074 shares; 2024Q4: 5,104 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 5,030 shares; 2025Q4: 4,927 shares; 2026Q1: 5,748 shares; 2026Q2: 5,748 shares 5,748 $597K 0.1% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,506 shares; 2026Q2: 1,506 shares 1,506 $593K 0.1% 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; 2024Q3: 1,634 shares; 2024Q4: 1,818 shares; 2025Q1: 1,818 shares; 2025Q2: 1,818 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares; 2026Q1: 1,756 shares; 2026Q2: 1,586 shares 1,586 $588K 0.1% -170 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501 shares; 2024Q4: 501 shares; 2025Q1: 628 shares; 2025Q2: 701 shares; 2025Q3: 628 shares; 2025Q4: 732 shares; 2026Q1: 762 shares; 2026Q2: 762 shares 762 $582K 0.1% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,327 shares; 2024Q4: 4,092 shares; 2025Q1: 4,092 shares; 2025Q2: 3,607 shares; 2025Q3: 3,607 shares; 2025Q4: 3,607 shares; 2026Q1: 3,607 shares; 2026Q2: 3,607 shares 3,607 $577K 0.09% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,470 shares; 2024Q4: 8,470 shares; 2025Q1: 8,470 shares; 2025Q2: 8,386 shares; 2025Q3: 8,386 shares; 2025Q4: 8,206 shares; 2026Q1: 8,710 shares; 2026Q2: 8,325 shares 8,325 $570K 0.09% -385 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,649 shares; 2025Q2: 4,649 shares; 2025Q3: 4,649 shares; 2025Q4: 4,649 shares; 2026Q1: 4,649 shares; 2026Q2: 4,649 shares 4,649 $567K 0.09% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,593 shares; 2024Q4: 10,593 shares; 2025Q1: 10,593 shares; 2025Q2: 10,593 shares; 2025Q3: 10,580 shares; 2025Q4: 10,580 shares; 2026Q1: 10,562 shares; 2026Q2: 8,221 shares 8,221 $561K 0.09% -2,341 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,301 shares; 2024Q4: 1,259 shares; 2025Q1: 1,178 shares; 2025Q2: 1,178 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 1,545 shares; 2026Q2: 1,527 shares 1,527 $553K 0.09% -18 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,233 shares; 2024Q4: 4,253 shares; 2025Q1: 4,253 shares; 2025Q2: 4,253 shares; 2025Q3: 4,258 shares; 2025Q4: 4,258 shares; 2026Q1: 4,248 shares; 2026Q2: 4,257 shares 4,257 $538K 0.09% +9 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,045 shares; 2024Q4: 9,985 shares; 2025Q1: 11,290 shares; 2025Q2: 15,510 shares; 2025Q3: 17,830 shares; 2025Q4: 18,995 shares; 2026Q1: 21,399 shares; 2026Q2: 25,392 shares 25,392 $537K 0.09% +3,993 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,323 shares; 2024Q4: 2,323 shares; 2025Q1: 2,323 shares; 2025Q2: 2,278 shares; 2025Q3: 2,278 shares; 2025Q4: 2,271 shares; 2026Q1: 2,343 shares; 2026Q2: 2,248 shares 2,248 $532K 0.09% -95 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,016 shares; 2024Q4: 2,180 shares; 2025Q1: 2,222 shares; 2025Q2: 2,242 shares; 2025Q3: 2,326 shares; 2025Q4: 2,420 shares; 2026Q1: 2,409 shares; 2026Q2: 2,409 shares 2,409 $529K 0.09% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,116 shares; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 2,116 shares; 2025Q3: 4,167 shares; 2025Q4: 4,167 shares; 2026Q1: 14,189 shares; 2026Q2: 10,210 shares 10,210 $521K 0.09% -3,979 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,533 shares; 2024Q4: 4,533 shares; 2025Q1: 4,533 shares; 2025Q2: 4,658 shares; 2025Q3: 4,658 shares; 2025Q4: 4,658 shares; 2026Q1: 4,986 shares; 2026Q2: 4,658 shares 4,658 $515K 0.08% -328 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 5,466 shares; 2025Q4: 5,520 shares; 2026Q1: 10,000 shares; 2026Q2: 9,173 shares 9,173 $513K 0.08% -827 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 993 shares; 2024Q4: 1,621 shares; 2025Q1: 1,694 shares; 2025Q2: 1,073 shares; 2025Q3: 1,075 shares; 2025Q4: 1,068 shares; 2026Q1: 1,289 shares; 2026Q2: 1,193 shares 1,193 $508K 0.08% -96 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,656 shares; 2024Q4: 9,357 shares; 2025Q1: 9,287 shares; 2025Q2: 9,290 shares; 2025Q3: 9,380 shares; 2025Q4: 9,349 shares; 2026Q1: 9,351 shares; 2026Q2: 9,305 shares 9,305 $501K 0.08% -46 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,974 shares; 2024Q4: 4,939 shares; 2025Q1: 4,939 shares; 2025Q2: 5,189 shares; 2025Q3: 5,564 shares; 2025Q4: 6,329 shares; 2026Q1: 8,853 shares; 2026Q2: 10,053 shares 10,053 $494K 0.08% +1,200 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,857 shares; 2024Q4: 3,857 shares; 2025Q1: 3,857 shares; 2025Q2: 4,315 shares; 2025Q3: 4,379 shares; 2025Q4: 4,638 shares; 2026Q1: 5,537 shares; 2026Q2: 5,747 shares 5,747 $491K 0.08% +210 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,853 shares; 2024Q4: 24,462 shares; 2025Q1: 24,462 shares; 2025Q2: 24,462 shares; 2025Q3: 24,462 shares; 2025Q4: 24,265 shares; 2026Q1: 24,867 shares; 2026Q2: 24,265 shares 24,265 $487K 0.08% -602 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,021 shares; 2024Q4: 3,022 shares; 2025Q1: 3,022 shares; 2025Q2: 3,007 shares; 2025Q3: 3,052 shares; 2025Q4: 3,002 shares; 2026Q1: 3,002 shares; 2026Q2: 3,003 shares 3,003 $486K 0.08% +1 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,783 shares; 2024Q4: 1,847 shares; 2025Q1: 1,783 shares; 2025Q2: 1,783 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares; 2026Q1: 1,821 shares; 2026Q2: 1,783 shares 1,783 $485K 0.08% -38 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,776 shares; 2024Q4: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,976 shares; 2025Q3: 1,976 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares; 2026Q2: 1,875 shares 1,875 $473K 0.08% -21 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,936 shares; 2024Q4: 6,745 shares; 2025Q1: 6,864 shares; 2025Q2: 9,035 shares; 2025Q3: 9,589 shares; 2025Q4: 10,837 shares; 2026Q1: 10,811 shares; 2026Q2: 10,782 shares 10,782 $464K 0.08% -29 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,585 shares; 2024Q4: 10,585 shares; 2025Q1: 10,585 shares; 2025Q2: 10,585 shares; 2025Q3: 10,585 shares; 2025Q4: 10,585 shares; 2026Q1: 10,585 shares; 2026Q2: 10,585 shares 10,585 $463K 0.08% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733 shares; 2024Q4: 815 shares; 2025Q1: 828 shares; 2025Q2: 815 shares; 2025Q3: 898 shares; 2025Q4: 1,005 shares; 2026Q1: 1,061 shares; 2026Q2: 960 shares 960 $458K 0.08% -101 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,970 shares; 2024Q4: 6,839 shares; 2025Q1: 6,289 shares; 2025Q2: 6,153 shares; 2025Q3: 7,756 shares; 2025Q4: 7,756 shares; 2026Q1: 7,939 shares; 2026Q2: 7,939 shares 7,939 $457K 0.07% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 3,865 shares; 2025Q2: 3,865 shares; 2025Q3: 3,865 shares; 2025Q4: 3,865 shares; 2026Q1: 3,865 shares; 2026Q2: 3,865 shares 3,865 $453K 0.07% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,861 shares; 2024Q4: 3,861 shares; 2025Q1: 3,861 shares; 2025Q2: 4,247 shares; 2025Q3: 5,427 shares; 2025Q4: 5,427 shares; 2026Q1: 5,458 shares; 2026Q2: 5,977 shares 5,977 $453K 0.07% +519 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054 shares; 2024Q4: 2,031 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,428 shares; 2025Q4: 2,420 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $451K 0.07% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,194 shares; 2025Q3: 1,270 shares; 2025Q4: 1,229 shares; 2026Q1: 1,228 shares; 2026Q2: 1,228 shares 1,228 $443K 0.07% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: 1,222 shares; 2025Q1: 1,222 shares; 2025Q2: 1,222 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,352 shares; 2026Q2: 1,306 shares 1,306 $442K 0.07% -46 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,144 shares; 2024Q4: 26,144 shares; 2025Q1: 26,144 shares; 2025Q2: 26,144 shares; 2025Q3: 23,835 shares; 2025Q4: 23,835 shares; 2026Q1: 23,835 shares; 2026Q2: 10,082 shares 10,082 $441K 0.07% -13,753 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,001 shares; 2024Q4: 5,153 shares; 2025Q1: 3,675 shares; 2025Q2: 759 shares; 2025Q3: 710 shares; 2025Q4: 811 shares; 2026Q1: 911 shares; 2026Q2: 2,036 shares 2,036 $441K 0.07% +1,125 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,834 shares; 2024Q4: 8,834 shares; 2025Q1: 8,834 shares; 2025Q2: 8,834 shares; 2025Q3: 8,834 shares; 2025Q4: 8,759 shares; 2026Q1: 8,759 shares; 2026Q2: 8,759 shares 8,759 $430K 0.07% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,338 shares; 2024Q4: 31,055 shares; 2025Q1: 31,055 shares; 2025Q2: 30,836 shares; 2025Q3: 30,912 shares; 2025Q4: 31,629 shares; 2026Q1: 31,915 shares; 2026Q2: 20,718 shares 20,718 $429K 0.07% -11,197 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 866 shares; 2026Q2: 866 shares 866 $429K 0.07% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,074 shares; 2024Q4: 7,074 shares; 2025Q1: 7,074 shares; 2025Q2: 2,463 shares; 2025Q3: 5,088 shares; 2025Q4: 5,221 shares; 2026Q1: 5,221 shares; 2026Q2: 5,263 shares 5,263 $427K 0.07% +42 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 172 shares; 2025Q3: 181 shares; 2025Q4: 365 shares; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $411K 0.07% 0 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,106 shares; 2024Q4: 4,676 shares; 2025Q1: 4,947 shares; 2025Q2: 4,248 shares; 2025Q3: 4,256 shares; 2025Q4: 4,527 shares; 2026Q1: 4,597 shares; 2026Q2: 4,784 shares 4,784 $410K 0.07% +187 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,116 shares; 2024Q4: 3,116 shares; 2025Q1: 2,592 shares; 2025Q2: 2,592 shares; 2025Q3: 2,592 shares; 2025Q4: 2,592 shares; 2026Q1: 2,659 shares; 2026Q2: 2,592 shares 2,592 $406K 0.07% -67 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,679 shares; 2025Q3: 4,679 shares; 2025Q4: 4,679 shares; 2026Q1: 4,679 shares; 2026Q2: 4,679 shares 4,679 $406K 0.07% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,459 shares; 2024Q4: 9,459 shares; 2025Q1: 9,459 shares; 2025Q2: 9,459 shares; 2025Q3: 9,459 shares; 2025Q4: 9,459 shares; 2026Q1: 9,370 shares; 2026Q2: 8,479 shares 8,479 $402K 0.07% -891 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 7,705 shares; 2025Q3: 9,815 shares; 2025Q4: 9,815 shares; 2026Q1: 9,815 shares; 2026Q2: 9,815 shares 9,815 $399K 0.07% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,337 shares; 2024Q4: 3,337 shares; 2025Q1: 3,337 shares; 2025Q2: 3,187 shares; 2025Q3: 3,675 shares; 2025Q4: 3,285 shares; 2026Q1: 3,336 shares; 2026Q2: 3,880 shares 3,880 $396K 0.06% +544 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 2,130 shares; 2025Q1: 2,132 shares; 2025Q2: 2,359 shares; 2025Q3: 2,137 shares; 2025Q4: 2,139 shares; 2026Q1: 2,141 shares; 2026Q2: 2,470 shares 2,470 $392K 0.06% +329 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,214 shares; 2024Q4: 7,214 shares; 2025Q1: 7,214 shares; 2025Q2: 7,214 shares; 2025Q3: 7,214 shares; 2025Q4: 7,214 shares; 2026Q1: 7,214 shares; 2026Q2: 7,214 shares 7,214 $390K 0.06% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,276 shares; 2024Q4: 2,276 shares; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 2,274 shares; 2025Q4: 2,274 shares; 2026Q1: 2,269 shares; 2026Q2: 2,269 shares 2,269 $385K 0.06% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,113 shares; 2024Q4: 6,693 shares; 2025Q1: 6,693 shares; 2025Q2: 7,248 shares; 2025Q3: 7,254 shares; 2025Q4: 7,254 shares; 2026Q1: 6,789 shares; 2026Q2: 6,789 shares 6,789 $384K 0.06% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,553 shares; 2024Q4: 2,553 shares; 2025Q1: 2,482 shares; 2025Q2: 2,473 shares; 2025Q3: 2,401 shares; 2025Q4: 2,715 shares; 2026Q1: 4,821 shares; 2026Q2: 4,805 shares 4,805 $380K 0.06% -16 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 860 shares; 2026Q1: 1,011 shares; 2026Q2: 860 shares 860 $373K 0.06% -151 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 122 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 122 shares; 2026Q2: 1,220 shares 1,220 $368K 0.06% +1,098 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 903 shares; 2025Q4: 913 shares; 2026Q1: 913 shares; 2026Q2: 913 shares 913 $362K 0.06% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 749 shares; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 770 shares; 2026Q2: 715 shares 715 $358K 0.06% -55 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,744 shares; 2024Q4: 6,462 shares; 2025Q1: 6,462 shares; 2025Q2: 6,462 shares; 2025Q3: 6,462 shares; 2025Q4: 7,676 shares; 2026Q1: 7,676 shares; 2026Q2: 7,655 shares 7,655 $357K 0.06% -21 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,806 shares; 2024Q4: 1,771 shares; 2025Q1: 1,771 shares; 2025Q2: 1,688 shares; 2025Q3: 1,662 shares; 2025Q4: 1,674 shares; 2026Q1: 1,493 shares; 2026Q2: 693 shares 693 $353K 0.06% -800 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,071 shares; 2025Q4: 1,071 shares; 2026Q1: 1,065 shares; 2026Q2: 1,065 shares 1,065 $352K 0.06% 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; 2024Q3: 10,298 shares; 2024Q4: 20,730 shares; 2025Q1: 21,187 shares; 2025Q2: 21,267 shares; 2025Q3: 21,267 shares; 2025Q4: 21,271 shares; 2026Q1: 19,524 shares; 2026Q2: 12,682 shares 12,682 $351K 0.06% -6,842 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,142 shares; 2024Q4: 3,142 shares; 2025Q1: 3,142 shares; 2025Q2: 3,510 shares; 2025Q3: 3,519 shares; 2025Q4: 3,519 shares; 2026Q1: 3,501 shares; 2026Q2: 3,051 shares 3,051 $350K 0.06% -450 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,584 shares; 2024Q4: 3,314 shares; 2025Q1: 3,281 shares; 2025Q2: 3,281 shares; 2025Q3: 3,286 shares; 2025Q4: 3,286 shares; 2026Q1: 3,395 shares; 2026Q2: 3,332 shares 3,332 $345K 0.06% -63 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,970 shares; 2024Q4: 7,674 shares; 2025Q1: 7,075 shares; 2025Q2: 6,474 shares; 2025Q3: 3,412 shares; 2025Q4: 3,643 shares; 2026Q1: 3,492 shares; 2026Q2: 3,492 shares 3,492 $337K 0.06% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,113 shares; 2024Q4: 1,791 shares; 2025Q1: 1,791 shares; 2025Q2: 1,751 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 1,648 shares; 2026Q2: 1,527 shares 1,527 $337K 0.06% -121 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,199 shares; 2025Q3: 1,225 shares; 2025Q4: 1,184 shares; 2026Q1: 1,184 shares; 2026Q2: 1,184 shares 1,184 $332K 0.05% 0 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; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 719 shares; 2025Q4: 753 shares; 2026Q1: 753 shares; 2026Q2: 3,765 shares 3,765 $331K 0.05% +3,012 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,272 shares; 2024Q4: 2,438 shares; 2025Q1: 2,438 shares; 2025Q2: 2,272 shares; 2025Q3: 2,272 shares; 2025Q4: 2,272 shares; 2026Q1: 2,397 shares; 2026Q2: 2,272 shares 2,272 $328K 0.05% -125 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; 2024Q3: 3,722 shares; 2024Q4: 3,722 shares; 2025Q1: 3,812 shares; 2025Q2: 3,812 shares; 2025Q3: 3,812 shares; 2025Q4: 3,593 shares; 2026Q1: 3,593 shares; 2026Q2: 3,143 shares 3,143 $324K 0.05% -450 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,404 shares; 2024Q4: 1,378 shares; 2025Q1: 1,382 shares; 2025Q2: 1,297 shares; 2025Q3: 1,310 shares; 2025Q4: 1,315 shares; 2026Q1: 1,310 shares; 2026Q2: 1,314 shares 1,314 $324K 0.05% +4 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,429 shares; 2025Q3: 1,387 shares; 2025Q4: 1,135 shares; 2026Q1: 1,135 shares; 2026Q2: 1,135 shares 1,135 $321K 0.05% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,933 shares; 2024Q4: 13,243 shares; 2025Q1: 13,243 shares; 2025Q2: 13,243 shares; 2025Q3: 13,243 shares; 2025Q4: 13,568 shares; 2026Q1: 13,568 shares; 2026Q2: 13,568 shares 13,568 $318K 0.05% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 521 shares; 2025Q4: 4,380 shares; 2026Q1: 4,220 shares; 2026Q2: 4,410 shares 4,410 $315K 0.05% +190 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,913 shares; 2025Q3: 1,913 shares; 2025Q4: 1,913 shares; 2026Q1: 1,913 shares; 2026Q2: 1,913 shares 1,913 $314K 0.05% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,259 shares; 2024Q4: 1,248 shares; 2025Q1: 1,025 shares; 2025Q2: 1,032 shares; 2025Q3: 1,179 shares; 2025Q4: 1,233 shares; 2026Q1: 1,313 shares; 2026Q2: 1,293 shares 1,293 $314K 0.05% -20 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 336 shares; 2025Q4: 436 shares; 2026Q1: 434 shares; 2026Q2: 434 shares 434 $314K 0.05% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: 3,015 shares; 2025Q1: 3,007 shares; 2025Q2: 2,966 shares; 2025Q3: 3,099 shares; 2025Q4: 3,223 shares; 2026Q1: 3,223 shares; 2026Q2: 4,291 shares 4,291 $309K 0.05% +1,068 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 902 shares; 2025Q4: 922 shares; 2026Q1: 892 shares; 2026Q2: 892 shares 892 $306K 0.05% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $303K 0.05% 0 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; 2024Q3: 4,521 shares; 2024Q4: 4,521 shares; 2025Q1: 4,521 shares; 2025Q2: 4,521 shares; 2025Q3: 4,521 shares; 2025Q4: 4,521 shares; 2026Q1: 4,200 shares; 2026Q2: 4,200 shares 4,200 $294K 0.05% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 678 shares; 2024Q4: 628 shares; 2025Q1: 720 shares; 2025Q2: 758 shares; 2025Q3: 853 shares; 2025Q4: 1,095 shares; 2026Q1: 940 shares; 2026Q2: 3,605 shares 3,605 $290K 0.05% +2,665 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,775 shares; 2024Q4: 1,775 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,772 shares; 2025Q4: 1,769 shares; 2026Q1: 1,769 shares; 2026Q2: 1,769 shares 1,769 $289K 0.05% 0 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,693 shares; 2024Q4: 4,693 shares; 2025Q1: 4,693 shares; 2025Q2: 4,693 shares; 2025Q3: 4,693 shares; 2025Q4: 4,693 shares; 2026Q1: 4,693 shares; 2026Q2: 4,693 shares 4,693 $289K 0.05% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363 shares; 2024Q4: 463 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 662 shares; 2025Q4: 567 shares; 2026Q1: 553 shares; 2026Q2: 553 shares 553 $289K 0.05% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,125 shares; 2024Q4: 3,718 shares; 2025Q1: 3,714 shares; 2025Q2: 3,504 shares; 2025Q3: 3,504 shares; 2025Q4: 3,504 shares; 2026Q1: 3,504 shares; 2026Q2: 3,504 shares 3,504 $288K 0.05% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,982 shares; 2024Q4: 4,982 shares; 2025Q1: 4,982 shares; 2025Q2: 4,982 shares; 2025Q3: 5,674 shares; 2025Q4: 5,828 shares; 2026Q1: 5,777 shares; 2026Q2: 5,777 shares 5,777 $286K 0.05% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,265 shares; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,341 shares; 2026Q1: 2,341 shares; 2026Q2: 2,341 shares 2,341 $284K 0.05% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,400 shares; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 5,074 shares; 2025Q3: 5,074 shares; 2025Q4: 4,507 shares; 2026Q1: 4,507 shares; 2026Q2: 1,000 shares 1,000 $283K 0.05% -3,507 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,231 shares; 2024Q4: 1,231 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 1,231 shares; 2026Q1: 1,231 shares; 2026Q2: 1,240 shares 1,240 $281K 0.05% +9 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,352 shares; 2024Q4: 2,352 shares; 2025Q1: 2,352 shares; 2025Q2: 1,970 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares; 2026Q2: 1,708 shares 1,708 $281K 0.05% -266 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 346 shares; 2025Q2: 478 shares; 2025Q3: 653 shares; 2025Q4: 657 shares; 2026Q1: 678 shares; 2026Q2: 2,779 shares 2,779 $280K 0.05% +2,101 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; 2024Q3: 4,540 shares; 2024Q4: 4,540 shares; 2025Q1: 4,540 shares; 2025Q2: 4,540 shares; 2025Q3: 4,540 shares; 2025Q4: 4,540 shares; 2026Q1: 4,540 shares; 2026Q2: 4,540 shares 4,540 $277K 0.05% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,939 shares; 2025Q3: 1,842 shares; 2025Q4: 4,008 shares; 2026Q1: 5,208 shares; 2026Q2: 5,208 shares 5,208 $277K 0.05% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,221 shares; 2024Q4: 3,221 shares; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares; 2025Q3: 3,213 shares; 2025Q4: 2,768 shares; 2026Q1: 2,768 shares; 2026Q2: 2,768 shares 2,768 $272K 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,268 shares; 2024Q4: 2,707 shares; 2025Q1: 2,682 shares; 2025Q2: 2,682 shares; 2025Q3: 1,174 shares; 2025Q4: 1,200 shares; 2026Q1: 1,498 shares; 2026Q2: 1,498 shares 1,498 $271K 0.04% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 903 shares; 2024Q4: 929 shares; 2025Q1: 929 shares; 2025Q2: 929 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: 927 shares; 2026Q2: 927 shares 927 $269K 0.04% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 837 shares; 2025Q4: 2,147 shares; 2026Q1: 2,147 shares; 2026Q2: 3,377 shares 3,377 $268K 0.04% +1,230 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 546 shares; 2026Q2: 270 shares 270 $260K 0.04% -276 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,063 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 905 shares; 2026Q1: 965 shares; 2026Q2: 700 shares 700 $258K 0.04% -265 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,489 shares; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,623 shares; 2025Q3: 1,640 shares; 2025Q4: 1,640 shares; 2026Q1: 1,636 shares; 2026Q2: 1,636 shares 1,636 $252K 0.04% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 886 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 923 shares; 2026Q1: 923 shares; 2026Q2: 823 shares 823 $252K 0.04% -100 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 542 shares; 2025Q3: 2,389 shares; 2025Q4: 2,303 shares; 2026Q1: 2,361 shares; 2026Q2: 2,361 shares 2,361 $251K 0.04% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares; 2026Q2: 1,485 shares 1,485 $250K 0.04% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: 1,398 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,411 shares; 2026Q2: 1,411 shares 1,411 $249K 0.04% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 537 shares; 2024Q4: 1,945 shares; 2025Q1: 2,615 shares; 2025Q2: 2,496 shares; 2025Q3: 2,342 shares; 2025Q4: 2,244 shares; 2026Q1: 2,244 shares; 2026Q2: 2,244 shares 2,244 $247K 0.04% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,480 shares; 2024Q4: 4,480 shares; 2025Q1: 5,810 shares; 2025Q2: 11,260 shares; 2025Q3: 11,860 shares; 2025Q4: 48,780 shares; 2026Q1: 49,989 shares; 2026Q2: 14,549 shares 14,549 $242K 0.04% -35,440 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 2,883 shares; 2025Q4: 2,883 shares; 2026Q1: 2,883 shares; 2026Q2: 2,883 shares 2,883 $241K 0.04% 0 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,257 shares; 2024Q4: 2,258 shares; 2025Q1: 2,042 shares; 2025Q2: 1,837 shares; 2025Q3: 1,837 shares; 2025Q4: 1,838 shares; 2026Q1: 1,838 shares; 2026Q2: 1,839 shares 1,839 $241K 0.04% +1 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,702 shares; 2024Q4: 5,190 shares; 2025Q1: 4,698 shares; 2025Q2: 4,699 shares; 2025Q3: 4,736 shares; 2025Q4: 4,797 shares; 2026Q1: 4,797 shares; 2026Q2: 4,797 shares 4,797 $241K 0.04% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,536 shares; 2024Q4: 4,536 shares; 2025Q1: 4,579 shares; 2025Q2: 4,579 shares; 2025Q3: 4,579 shares; 2025Q4: 4,579 shares; 2026Q1: 4,579 shares; 2026Q2: 4,579 shares 4,579 $241K 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,361 shares; 2024Q4: 2,361 shares; 2025Q1: 2,361 shares; 2025Q2: 2,752 shares; 2025Q3: 2,753 shares; 2025Q4: 2,978 shares; 2026Q1: 5,085 shares; 2026Q2: 5,025 shares 5,025 $239K 0.04% -60 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 819 shares; 2025Q4: 819 shares; 2026Q1: 888 shares; 2026Q2: 888 shares 888 $239K 0.04% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,711 shares; 2024Q4: 2,301 shares; 2025Q1: 2,301 shares; 2025Q2: 2,301 shares; 2025Q3: 4,681 shares; 2025Q4: 4,681 shares; 2026Q1: 4,681 shares; 2026Q2: 4,681 shares 4,681 $234K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,206 shares; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,588 shares; 2025Q4: 1,588 shares; 2026Q1: 1,583 shares; 2026Q2: 1,605 shares 1,605 $230K 0.04% +22 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 798 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 793 shares; 2026Q1: 873 shares; 2026Q2: 793 shares 793 $221K 0.04% -80 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 1,604 shares; 2026Q1: 1,604 shares; 2026Q2: 1,604 shares 1,604 $220K 0.04% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,695 shares 2,695 $220K 0.04% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,063 shares; 2024Q4: 3,033 shares; 2025Q1: 3,033 shares; 2025Q2: 3,033 shares; 2025Q3: 2,611 shares; 2025Q4: 2,611 shares; 2026Q1: 2,502 shares; 2026Q2: 2,502 shares 2,502 $220K 0.04% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,952 shares; 2024Q4: 1,952 shares; 2025Q1: 1,952 shares; 2025Q2: 1,952 shares; 2025Q3: 1,952 shares; 2025Q4: 2,049 shares; 2026Q1: 2,043 shares; 2026Q2: 2,000 shares 2,000 $218K 0.04% -43 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 744 shares; 2024Q4: 744 shares; 2025Q1: 714 shares; 2025Q2: 709 shares; 2025Q3: 586 shares; 2025Q4: 562 shares; 2026Q1: 562 shares; 2026Q2: 562 shares 562 $217K 0.04% 0 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,375 shares; 2024Q4: 4,375 shares; 2025Q1: 4,375 shares; 2025Q2: 4,375 shares; 2025Q3: 4,375 shares; 2025Q4: 4,375 shares; 2026Q1: 4,375 shares; 2026Q2: 4,375 shares 4,375 $212K 0.03% 0 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,330 shares 4,330 $212K 0.03% new Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,870 shares; 2024Q4: 2,870 shares; 2025Q1: 2,870 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 7,415 shares; 2026Q1: 8,205 shares; 2026Q2: 8,205 shares 8,205 $212K 0.03% 0 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,785 shares; 2024Q4: 2,785 shares; 2025Q1: 2,785 shares; 2025Q2: 2,785 shares; 2025Q3: 2,785 shares; 2025Q4: 2,785 shares; 2026Q1: 2,785 shares; 2026Q2: 2,785 shares 2,785 $211K 0.03% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 306 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 296 shares; 2026Q2: 296 shares 296 $208K 0.03% 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; 2024Q3: 343 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 274 shares; 2025Q4: 274 shares; 2026Q1: 273 shares; 2026Q2: 273 shares 273 $206K 0.03% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,524 shares; 2024Q4: 1,763 shares; 2025Q1: 1,784 shares; 2025Q2: 1,837 shares; 2025Q3: 3,355 shares; 2025Q4: 3,188 shares; 2026Q1: 3,188 shares; 2026Q2: 2,069 shares 2,069 $205K 0.03% -1,119 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 623 shares; 2025Q3: 1,495 shares; 2025Q4: 1,909 shares; 2026Q1: 1,909 shares; 2026Q2: 1,909 shares 1,909 $205K 0.03% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613 shares; 2024Q4: 4,839 shares; 2025Q1: 4,839 shares; 2025Q2: 4,914 shares; 2025Q3: 4,914 shares; 2025Q4: 5,077 shares; 2026Q1: 5,077 shares; 2026Q2: 5,531 shares 5,531 $204K 0.03% +454 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,954 shares; 2024Q4: 1,954 shares; 2025Q1: 2,540 shares; 2025Q2: 2,237 shares; 2025Q3: 2,237 shares; 2025Q4: 5,074 shares; 2026Q1: 4,474 shares; 2026Q2: 4,474 shares 4,474 $203K 0.03% 0 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,846 shares; 2024Q4: 2,846 shares; 2025Q1: 2,846 shares; 2025Q2: 2,846 shares; 2025Q3: 5,057 shares; 2025Q4: 5,057 shares; 2026Q1: 5,057 shares; 2026Q2: 5,057 shares 5,057 $203K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674 shares; 2024Q4: 838 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 838 shares; 2026Q2: 851 shares 851 $202K 0.03% +13 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 557 shares; 2025Q4: 557 shares; 2026Q1: 462 shares; 2026Q2: 462 shares 462 $199K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 577 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 487 shares; 2026Q2: 487 shares 487 $198K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,484 shares; 2024Q4: 1,723 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,353 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares; 2026Q2: 1,444 shares 1,444 $198K 0.03% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 1,830 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,699 shares; 2026Q2: 1,699 shares 1,699 $197K 0.03% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 1,994 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares; 2026Q2: 2,053 shares 2,053 $196K 0.03% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,091 shares 2,091 $193K 0.03% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,678 shares; 2024Q4: 1,749 shares; 2025Q1: 1,749 shares; 2025Q2: 2,034 shares; 2025Q3: 1,913 shares; 2025Q4: 1,840 shares; 2026Q1: 1,913 shares; 2026Q2: 2,325 shares 2,325 $192K 0.03% +412 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,093 shares; 2025Q3: 1,097 shares; 2025Q4: 1,126 shares; 2026Q1: 1,118 shares; 2026Q2: 1,118 shares 1,118 $190K 0.03% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: 2,411 shares; 2025Q1: 2,411 shares; 2025Q2: 2,306 shares; 2025Q3: 2,576 shares; 2025Q4: 2,576 shares; 2026Q1: 2,607 shares; 2026Q2: 2,576 shares 2,576 $189K 0.03% -31 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 69 shares; 2026Q2: 59 shares 59 $189K 0.03% -10 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,311 shares 5,311 $187K 0.03% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,482 shares; 2024Q4: 4,964 shares; 2025Q1: 5,197 shares; 2025Q2: 5,277 shares; 2025Q3: 5,251 shares; 2025Q4: 5,171 shares; 2026Q1: 5,171 shares; 2026Q2: 5,171 shares 5,171 $187K 0.03% 0 Timeline WDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,965 shares; 2024Q4: 1,965 shares; 2025Q1: 1,960 shares; 2025Q2: 2,053 shares; 2025Q3: 2,335 shares; 2025Q4: 2,335 shares; 2026Q1: 2,335 shares; 2026Q2: 2,335 shares 2,335 $187K 0.03% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,047 shares; 2024Q4: 4,047 shares; 2025Q1: 4,047 shares; 2025Q2: 4,047 shares; 2025Q3: 4,047 shares; 2025Q4: 4,047 shares; 2026Q1: 4,047 shares; 2026Q2: 5,387 shares 5,387 $186K 0.03% +1,340 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,576 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares; 2026Q2: 1,944 shares 1,944 $186K 0.03% +238 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,872 shares; 2024Q4: 3,932 shares; 2025Q1: 3,932 shares; 2025Q2: 3,932 shares; 2025Q3: 3,936 shares; 2025Q4: 3,876 shares; 2026Q1: 3,872 shares; 2026Q2: 3,872 shares 3,872 $186K 0.03% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares; 2026Q2: 1,168 shares 1,168 $185K 0.03% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,497 shares; 2024Q4: 4,116 shares; 2025Q1: 4,116 shares; 2025Q2: 4,116 shares; 2025Q3: 4,116 shares; 2025Q4: 4,047 shares; 2026Q1: 4,047 shares; 2026Q2: 4,047 shares 4,047 $183K 0.03% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 438 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $181K 0.03% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 894 shares; 2025Q3: 948 shares; 2025Q4: 898 shares; 2026Q1: 994 shares; 2026Q2: 894 shares 894 $179K 0.03% -100 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 440 shares; 2026Q2: 426 shares 426 $177K 0.03% -14 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,483 shares; 2024Q4: 1,483 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares; 2026Q2: 1,190 shares 1,190 $176K 0.03% -180 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,683 shares; 2024Q4: 1,683 shares; 2025Q1: 1,794 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,809 shares; 2026Q1: 1,539 shares; 2026Q2: 1,820 shares 1,820 $176K 0.03% +281 Timeline ISCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617 shares; 2024Q4: 552 shares; 2025Q1: 717 shares; 2025Q2: 772 shares; 2025Q3: 1,155 shares; 2025Q4: 1,505 shares; 2026Q1: 1,808 shares; 2026Q2: 2,320 shares 2,320 $175K 0.03% +512 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,231 shares; 2024Q4: 8,360 shares; 2025Q1: 7,032 shares; 2025Q2: 7,239 shares; 2025Q3: 7,141 shares; 2025Q4: 6,225 shares; 2026Q1: 5,741 shares; 2026Q2: 5,742 shares 5,742 $175K 0.03% +1 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,570 shares; 2024Q4: 4,570 shares; 2025Q1: 4,570 shares; 2025Q2: 10,249 shares; 2025Q3: 10,249 shares; 2025Q4: 10,249 shares; 2026Q1: 10,249 shares; 2026Q2: 10,599 shares 10,599 $174K 0.03% +350 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,242 shares; 2024Q4: 2,242 shares; 2025Q1: 2,242 shares; 2025Q2: 2,242 shares; 2025Q3: 1,729 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares; 2026Q2: 1,661 shares 1,661 $173K 0.03% +34 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 516 shares; 2025Q3: 491 shares; 2025Q4: 622 shares; 2026Q1: 622 shares; 2026Q2: 901 shares 901 $172K 0.03% +279 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 227 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares; 2026Q2: 573 shares 573 $171K 0.03% 0 Timeline BWFG BANKWELL FINL GROUP INC More: the full row for BANKWELL FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $170K 0.03% 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; 2024Q3: 3,501 shares; 2024Q4: 3,501 shares; 2025Q1: 3,501 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares; 2025Q4: 1,893 shares; 2026Q1: 1,893 shares; 2026Q2: 1,893 shares 1,893 $170K 0.03% 0 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,530 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,630 shares; 2026Q1: 2,630 shares; 2026Q2: 2,630 shares 2,630 $168K 0.03% 0 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,815 shares; 2024Q4: 2,815 shares; 2025Q1: 2,815 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $168K 0.03% 0 Timeline DEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 779 shares; 2024Q4: 2,509 shares; 2025Q1: 2,509 shares; 2025Q2: 2,509 shares; 2025Q3: 2,509 shares; 2025Q4: 2,509 shares; 2026Q1: 2,433 shares; 2026Q2: 2,433 shares 2,433 $167K 0.03% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 348 shares; 2025Q3: 350 shares; 2025Q4: 323 shares; 2026Q1: 321 shares; 2026Q2: 321 shares 321 $167K 0.03% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 616 shares; 2025Q1: 621 shares; 2025Q2: 626 shares; 2025Q3: 1,548 shares; 2025Q4: 1,553 shares; 2026Q1: 1,723 shares; 2026Q2: 1,541 shares 1,541 $166K 0.03% -182 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 935 shares; 2026Q1: 1,402 shares; 2026Q2: 1,400 shares 1,400 $166K 0.03% -2 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 602 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 564 shares; 2026Q2: 564 shares 564 $164K 0.03% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: 1,144 shares; 2025Q1: 1,149 shares; 2025Q2: 472 shares; 2025Q3: 773 shares; 2025Q4: 423 shares; 2026Q1: 1,477 shares; 2026Q2: 1,477 shares 1,477 $163K 0.03% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 900 shares 900 $160K 0.03% +864 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares; 2026Q2: 3,630 shares 3,630 $158K 0.03% +980 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 728 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares; 2026Q2: 728 shares 728 $158K 0.03% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,304 shares; 2024Q4: 1,784 shares; 2025Q1: 1,784 shares; 2025Q2: 1,784 shares; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares; 2026Q1: 4,288 shares; 2026Q2: 4,288 shares 4,288 $158K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,921 shares; 2024Q4: 6,921 shares; 2025Q1: 6,848 shares; 2025Q2: 6,805 shares; 2025Q3: 3,553 shares; 2025Q4: 2,127 shares; 2026Q1: 1,878 shares; 2026Q2: 1,857 shares 1,857 $157K 0.03% -21 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,300 shares 3,300 $155K 0.03% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 669 shares; 2025Q3: 687 shares; 2025Q4: 888 shares; 2026Q1: 509 shares; 2026Q2: 519 shares 519 $155K 0.03% +10 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 658 shares; 2025Q3: 658 shares; 2025Q4: 1,316 shares; 2026Q1: 1,328 shares; 2026Q2: 1,316 shares 1,316 $154K 0.03% -12 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,163 shares; 2024Q4: 1,117 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares; 2026Q1: 1,117 shares; 2026Q2: 1,117 shares 1,117 $153K 0.03% 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; 2024Q3: 1,474 shares; 2024Q4: 1,493 shares; 2025Q1: 1,364 shares; 2025Q2: 1,364 shares; 2025Q3: 1,364 shares; 2025Q4: 1,364 shares; 2026Q1: 1,364 shares; 2026Q2: 1,345 shares 1,345 $153K 0.03% -19 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $152K 0.02% 0 Timeline BKEM BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 1,580 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares; 2026Q2: 1,580 shares 1,580 $151K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 870 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 842 shares; 2025Q4: 791 shares; 2026Q1: 856 shares; 2026Q2: 478 shares 478 $150K 0.02% -378 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,676 shares; 2026Q1: 2,676 shares; 2026Q2: 2,676 shares 2,676 $149K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,256 shares 1,256 $148K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 431 shares; 2026Q2: 418 shares 418 $148K 0.02% -13 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; 2024Q3: 211 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 5,087 shares; 2026Q1: 5,087 shares; 2026Q2: 5,087 shares 5,087 $147K 0.02% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,795 shares; 2024Q4: 1,795 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,395 shares; 2025Q4: 1,395 shares; 2026Q1: 1,395 shares; 2026Q2: 1,395 shares 1,395 $147K 0.02% 0 Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,822 shares; 2024Q4: 2,487 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,259 shares; 2025Q4: 2,232 shares; 2026Q1: 2,232 shares; 2026Q2: 2,232 shares 2,232 $146K 0.02% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 636 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 641 shares; 2025Q4: 635 shares; 2026Q1: 631 shares; 2026Q2: 631 shares 631 $145K 0.02% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 908 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 908 shares; 2026Q1: 908 shares; 2026Q2: 908 shares 908 $144K 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 306 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $144K 0.02% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 636 shares 636 $142K 0.02% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466 shares; 2024Q4: 476 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 478 shares; 2026Q1: 466 shares; 2026Q2: 466 shares 466 $141K 0.02% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 636 shares 636 $141K 0.02% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,390 shares; 2024Q4: 2,434 shares; 2025Q1: 2,473 shares; 2025Q2: 2,518 shares; 2025Q3: 2,566 shares; 2025Q4: 2,616 shares; 2026Q1: 2,662 shares; 2026Q2: 7,352 shares 7,352 $141K 0.02% +4,690 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $139K 0.02% 0 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,715 shares; 2024Q4: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares; 2026Q2: 1,715 shares 1,715 $137K 0.02% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,578 shares; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares; 2026Q1: 1,457 shares; 2026Q2: 1,457 shares 1,457 $136K 0.02% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,860 shares; 2024Q4: 1,915 shares; 2025Q1: 1,915 shares; 2025Q2: 1,915 shares; 2025Q3: 1,915 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares; 2026Q2: 1,815 shares 1,815 $136K 0.02% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429 shares; 2024Q4: 423 shares; 2025Q1: 433 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 561 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $135K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 903 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 857 shares; 2026Q2: 857 shares 857 $134K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,437 shares; 2024Q4: 6,557 shares; 2025Q1: 7,044 shares; 2025Q2: 6,536 shares; 2025Q3: 6,602 shares; 2025Q4: 5,421 shares; 2026Q1: 5,348 shares; 2026Q2: 5,455 shares 5,455 $134K 0.02% +107 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 969 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 854 shares; 2025Q4: 1,457 shares; 2026Q1: 1,457 shares; 2026Q2: 1,647 shares 1,647 $134K 0.02% +190 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares; 2026Q2: 1,533 shares 1,533 $133K 0.02% +200 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,200 shares 5,200 $133K 0.02% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,849 shares; 2024Q4: 3,645 shares; 2025Q1: 3,645 shares; 2025Q2: 3,645 shares; 2025Q3: 3,645 shares; 2025Q4: 3,645 shares; 2026Q1: 3,645 shares; 2026Q2: 3,645 shares 3,645 $132K 0.02% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 281 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $131K 0.02% 0 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $131K 0.02% 0 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: 779 shares; 2025Q1: 903 shares; 2025Q2: 1,030 shares; 2025Q3: 1,518 shares; 2025Q4: 15,579 shares; 2026Q1: 1,951 shares; 2026Q2: 2,472 shares 2,472 $131K 0.02% +521 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 421 shares; 2025Q4: 431 shares; 2026Q1: 431 shares; 2026Q2: 431 shares 431 $129K 0.02% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,975 shares 4,975 $126K 0.02% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303 shares; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 2,606 shares; 2025Q3: 2,606 shares; 2025Q4: 2,606 shares; 2026Q1: 2,606 shares; 2026Q2: 2,606 shares 2,606 $125K 0.02% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,832 shares; 2024Q4: 1,837 shares; 2025Q1: 1,841 shares; 2025Q2: 1,846 shares; 2025Q3: 1,851 shares; 2025Q4: 1,857 shares; 2026Q1: 1,861 shares; 2026Q2: 1,865 shares 1,865 $125K 0.02% +4 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 585 shares; 2024Q4: 662 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 667 shares; 2025Q4: 590 shares; 2026Q1: 585 shares; 2026Q2: 585 shares 585 $125K 0.02% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693 shares; 2024Q4: 910 shares; 2025Q1: 910 shares; 2025Q2: 1,185 shares; 2025Q3: 1,331 shares; 2025Q4: 2,313 shares; 2026Q1: 2,768 shares; 2026Q2: 2,679 shares 2,679 $124K 0.02% -89 Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,705 shares; 2025Q2: 2,497 shares; 2025Q3: 2,497 shares; 2025Q4: 2,497 shares; 2026Q1: 2,497 shares; 2026Q2: 2,497 shares 2,497 $123K 0.02% 0 Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,975 shares; 2024Q4: 3,975 shares; 2025Q1: 3,975 shares; 2025Q2: 3,975 shares; 2025Q3: 3,975 shares; 2025Q4: 3,975 shares; 2026Q1: 3,975 shares; 2026Q2: 3,975 shares 3,975 $122K 0.02% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 1,003 shares; 2026Q1: 1,003 shares; 2026Q2: 1,003 shares 1,003 $119K 0.02% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 1,107 shares; 2025Q2: 1,107 shares; 2025Q3: 1,107 shares; 2025Q4: 1,107 shares; 2026Q1: 1,107 shares; 2026Q2: 2,238 shares 2,238 $118K 0.02% +1,131 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares; 2026Q1: 1,226 shares; 2026Q2: 1,226 shares 1,226 $118K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,463 shares; 2024Q4: 7,463 shares; 2025Q1: 7,187 shares; 2025Q2: 7,275 shares; 2025Q3: 7,275 shares; 2025Q4: 7,475 shares; 2026Q1: 8,475 shares; 2026Q2: 8,475 shares 8,475 $118K 0.02% 0 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 3,854 shares; 2026Q1: 3,854 shares; 2026Q2: 3,854 shares 3,854 $117K 0.02% 0 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,010 shares; 2024Q4: 3,010 shares; 2025Q1: 3,010 shares; 2025Q2: 3,010 shares; 2025Q3: 3,010 shares; 2025Q4: 3,010 shares; 2026Q1: 3,010 shares; 2026Q2: 3,010 shares 3,010 $116K 0.02% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares; 2026Q1: 1,059 shares; 2026Q2: 1,059 shares 1,059 $116K 0.02% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,950 shares; 2025Q3: 1,892 shares; 2025Q4: 1,892 shares; 2026Q1: 1,892 shares; 2026Q2: 1,892 shares 1,892 $116K 0.02% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,915 shares; 2025Q3: 1,924 shares; 2025Q4: 961 shares; 2026Q1: 963 shares; 2026Q2: 967 shares 967 $114K 0.02% +4 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: 503 shares; 2025Q1: 380 shares; 2025Q2: 450 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 513 shares; 2026Q2: 513 shares 513 $114K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,029 shares; 2024Q4: 3,029 shares; 2025Q1: 3,029 shares; 2025Q2: 3,029 shares; 2025Q3: 3,029 shares; 2025Q4: 3,079 shares; 2026Q1: 3,352 shares; 2026Q2: 3,079 shares 3,079 $114K 0.02% -273 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 427 shares; 2025Q1: 428 shares; 2025Q2: 429 shares; 2025Q3: 430 shares; 2025Q4: 415 shares; 2026Q1: 468 shares; 2026Q2: 469 shares 469 $112K 0.02% +1 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares; 2026Q2: 1,060 shares 1,060 $112K 0.02% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 1,239 shares; 2026Q1: 1,239 shares; 2026Q2: 1,239 shares 1,239 $111K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,835 shares; 2025Q3: 1,850 shares; 2025Q4: 1,958 shares; 2026Q1: 1,828 shares; 2026Q2: 1,828 shares 1,828 $110K 0.02% 0 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $110K 0.02% 0 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,736 shares; 2024Q4: 4,736 shares; 2025Q1: 4,736 shares; 2025Q2: 4,736 shares; 2025Q3: 4,736 shares; 2025Q4: 4,736 shares; 2026Q1: 4,736 shares; 2026Q2: 4,736 shares 4,736 $110K 0.02% 0 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $110K 0.02% 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; 2024Q3: 1,172 shares; 2024Q4: 1,191 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 827 shares; 2025Q4: 876 shares; 2026Q1: 876 shares; 2026Q2: 857 shares 857 $108K 0.02% -19 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,365 shares 5,365 $108K 0.02% new Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,540 shares 5,540 $108K 0.02% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,835 shares 4,835 $108K 0.02% new Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,885 shares 4,885 $108K 0.02% new Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,995 shares 4,995 $108K 0.02% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,158 shares; 2025Q1: 1,158 shares; 2025Q2: 1,158 shares; 2025Q3: 1,160 shares; 2025Q4: 1,143 shares; 2026Q1: 1,141 shares; 2026Q2: 1,041 shares 1,041 $107K 0.02% -100 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 522 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 269 shares 269 $107K 0.02% +3 Timeline CEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,918 shares; 2024Q4: 5,918 shares; 2025Q1: 5,918 shares; 2025Q2: 5,918 shares; 2025Q3: 5,918 shares; 2025Q4: 5,821 shares; 2026Q1: 5,821 shares; 2026Q2: 5,518 shares 5,518 $107K 0.02% -303 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,681 shares; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 2,681 shares; 2025Q3: 2,681 shares; 2025Q4: 2,681 shares; 2026Q1: 2,681 shares; 2026Q2: 2,681 shares 2,681 $106K 0.02% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $105K 0.02% 0 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,730 shares 9,730 $104K 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 514 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 517 shares; 2026Q1: 634 shares; 2026Q2: 615 shares 615 $104K 0.02% -19 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 571 shares; 2025Q4: 632 shares; 2026Q1: 632 shares; 2026Q2: 632 shares 632 $103K 0.02% 0 Timeline ARTNA ARTESIAN RES CORP More: the full row for ARTESIAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,025 shares; 2024Q4: 3,025 shares; 2025Q1: 3,025 shares; 2025Q2: 3,025 shares; 2025Q3: 3,025 shares; 2025Q4: 3,025 shares; 2026Q1: 3,025 shares; 2026Q2: 3,025 shares 3,025 $103K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,972 shares; 2024Q4: 7,650 shares; 2025Q1: 7,577 shares; 2025Q2: 7,577 shares; 2025Q3: 7,577 shares; 2025Q4: 7,577 shares; 2026Q1: 7,577 shares; 2026Q2: 2,952 shares 2,952 $103K 0.02% -4,625 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $102K 0.02% 0 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,386 shares; 2024Q4: 1,386 shares; 2025Q1: 1,359 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,131 shares; 2026Q1: 1,286 shares; 2026Q2: 1,304 shares 1,304 $102K 0.02% +18 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 737 shares; 2026Q2: 737 shares 737 $101K 0.02% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 791 shares; 2026Q2: 791 shares 791 $101K 0.02% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,194 shares; 2024Q4: 2,194 shares; 2025Q1: 2,189 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 2,032 shares; 2026Q1: 2,032 shares; 2026Q2: 2,032 shares 2,032 $100K 0.02% 0 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,037 shares; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 785 shares; 2026Q2: 785 shares 785 $100K 0.02% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,794 shares; 2024Q4: 3,894 shares; 2025Q1: 3,894 shares; 2025Q2: 3,894 shares; 2025Q3: 3,894 shares; 2025Q4: 3,894 shares; 2026Q1: 3,894 shares; 2026Q2: 3,894 shares 3,894 $99.4K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 1,194 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares; 2026Q1: 1,184 shares; 2026Q2: 1,184 shares 1,184 $99K 0.02% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,794 shares 3,794 $97.3K 0.02% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,312 shares; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares; 2026Q1: 1,912 shares; 2026Q2: 1,067 shares 1,067 $96.5K 0.02% -845 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 898 shares; 2025Q4: 937 shares; 2026Q1: 937 shares; 2026Q2: 937 shares 937 $96.3K 0.02% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,274 shares; 2026Q1: 1,274 shares; 2026Q2: 1,274 shares 1,274 $95.8K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69 shares; 2026Q1: 1,779 shares; 2026Q2: 1,779 shares 1,779 $95.1K 0.02% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 683 shares; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 715 shares 715 $94.1K 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 271 shares; 2026Q1: 478 shares; 2026Q2: 978 shares 978 $93.9K 0.02% +500 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,084 shares; 2024Q4: 1,085 shares; 2025Q1: 1,065 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,068 shares; 2026Q1: 1,193 shares; 2026Q2: 1,048 shares 1,048 $92.7K 0.02% -145 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657 shares; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,280 shares; 2025Q4: 1,195 shares; 2026Q1: 1,195 shares; 2026Q2: 1,195 shares 1,195 $92.1K 0.02% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $91.5K 0.01% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: 451 shares 451 $91.1K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,836 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 5,704 shares; 2025Q3: 5,704 shares; 2025Q4: 5,716 shares; 2026Q1: 5,716 shares; 2026Q2: 5,716 shares 5,716 $90.8K 0.01% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 999 shares; 2026Q1: 999 shares; 2026Q2: 999 shares 999 $90.4K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,662 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares; 2026Q2: 1,649 shares 1,649 $89.4K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $89.1K 0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 610 shares; 2025Q3: 2,616 shares; 2025Q4: 2,669 shares; 2026Q1: 2,669 shares; 2026Q2: 2,405 shares 2,405 $89K 0.01% -264 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $88.7K 0.01% 0 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,878 shares; 2026Q2: 3,878 shares 3,878 $88.2K 0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $87.7K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 207 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $87.3K 0.01% 0 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,861 shares 1,861 $86.9K 0.01% +161 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 454 shares; 2024Q4: 463 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 342 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 333 shares 333 $86.6K 0.01% 0 Timeline TMFM RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,954 shares; 2024Q4: 3,954 shares; 2025Q1: 3,954 shares; 2025Q2: 3,954 shares; 2025Q3: 3,954 shares; 2025Q4: 3,954 shares; 2026Q1: 3,954 shares; 2026Q2: 3,954 shares 3,954 $85.5K 0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $84.8K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 192 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 272 shares; 2026Q2: 456 shares 456 $84.5K 0.01% +184 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 1,233 shares; 2025Q3: 1,137 shares; 2025Q4: 921 shares; 2026Q1: 921 shares; 2026Q2: 2,495 shares 2,495 $84.4K 0.01% +1,574 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: 1,830 shares; 2025Q1: 1,830 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares; 2026Q2: 1,830 shares 1,830 $83.9K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 802 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 802 shares; 2026Q2: 773 shares 773 $83.7K 0.01% -29 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,830 shares; 2024Q4: 31,830 shares; 2025Q1: 31,830 shares; 2025Q2: 31,830 shares; 2025Q3: 31,830 shares; 2025Q4: 32,773 shares; 2026Q1: 32,825 shares; 2026Q2: 14,325 shares 14,325 $82.8K 0.01% -18,500 Timeline MBND SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,921 shares; 2024Q4: 4,001 shares; 2025Q1: 4,001 shares; 2025Q2: 4,001 shares; 2025Q3: 4,001 shares; 2025Q4: 3,024 shares; 2026Q1: 3,024 shares; 2026Q2: 3,024 shares 3,024 $82.7K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493 $82.2K 0.01% 0 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 1,572 shares; 2026Q1: 1,572 shares; 2026Q2: 1,572 shares 1,572 $81.1K 0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493 shares; 2024Q4: 519 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493 $80.3K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573 shares; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares; 2026Q2: 2,865 shares 2,865 $78.5K 0.01% +2,292 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 307 shares; 2025Q4: 1,309 shares; 2026Q1: 1,002 shares; 2026Q2: 1,002 shares 1,002 $78.4K 0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 407 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 634 shares; 2026Q1: 634 shares; 2026Q2: 644 shares 644 $78.2K 0.01% +10 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,231 shares; 2024Q4: 1,231 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,210 shares; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares; 2026Q2: 1,010 shares 1,010 $77.2K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,432 shares; 2024Q4: 3,491 shares; 2025Q1: 3,491 shares; 2025Q2: 3,491 shares; 2025Q3: 3,491 shares; 2025Q4: 3,491 shares; 2026Q1: 3,491 shares; 2026Q2: 3,469 shares 3,469 $76.1K 0.01% -22 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,624 shares; 2024Q4: 3,244 shares; 2025Q1: 3,244 shares; 2025Q2: 3,244 shares; 2025Q3: 741 shares; 2025Q4: 691 shares; 2026Q1: 691 shares; 2026Q2: 691 shares 691 $75.9K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 65 shares; 2026Q2: 38 shares 38 $75.6K 0.01% -27 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; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares; 2026Q2: 1,098 shares 1,098 $74.9K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 516 shares; 2026Q1: 495 shares; 2026Q2: 458 shares 458 $74.8K 0.01% -37 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483 shares; 2024Q4: 664 shares; 2025Q1: 680 shares; 2025Q2: 682 shares; 2025Q3: 684 shares; 2025Q4: 606 shares; 2026Q1: 614 shares; 2026Q2: 615 shares 615 $73.9K 0.01% +1 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $73.2K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,665 shares; 2024Q4: 1,665 shares; 2025Q1: 1,605 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $73K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 694 shares; 2025Q4: 451 shares; 2026Q1: 966 shares; 2026Q2: 966 shares 966 $72.9K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: 966 shares; 2025Q1: 802 shares; 2025Q2: 502 shares; 2025Q3: 743 shares; 2025Q4: 479 shares; 2026Q1: 589 shares; 2026Q2: 941 shares 941 $72.9K 0.01% +352 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 933 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 1,252 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,026 shares; 2026Q2: 1,139 shares 1,139 $72.9K 0.01% +113 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 927 shares; 2024Q4: 943 shares; 2025Q1: 957 shares; 2025Q2: 973 shares; 2025Q3: 990 shares; 2025Q4: 1,007 shares; 2026Q1: 1,022 shares; 2026Q2: 1,036 shares 1,036 $69.9K 0.01% +14 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $69.1K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 540 shares; 2025Q1: 992 shares; 2025Q2: 992 shares; 2025Q3: 992 shares; 2025Q4: 992 shares; 2026Q1: 992 shares; 2026Q2: 2,348 shares 2,348 $69.1K 0.01% +1,356 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $69K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 348 shares; 2025Q4: 376 shares; 2026Q1: 374 shares; 2026Q2: 374 shares 374 $68.8K 0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 178 shares; 2025Q3: 97 shares; 2025Q4: 581 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $68.4K 0.01% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 458 shares; 2025Q4: 457 shares; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $68.3K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376 shares; 2024Q4: 387 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 449 shares; 2025Q4: 378 shares; 2026Q1: 376 shares; 2026Q2: 376 shares 376 $67.5K 0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 397 shares; 2026Q2: 397 shares 397 $67.3K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 199 shares; 2026Q1: 248 shares; 2026Q2: 399 shares 399 $67.2K 0.01% +151 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 357 shares; 2025Q4: 257 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $67.1K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 18 shares; 2025Q4: 61 shares; 2026Q1: 682 shares; 2026Q2: 714 shares 714 $66.7K 0.01% +32 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 272 shares; 2026Q2: 270 shares 270 $66.5K 0.01% -2 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 899 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 973 shares; 2025Q4: 1,825 shares; 2026Q1: 814 shares; 2026Q2: 608 shares 608 $65.4K 0.01% -206 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 851 shares; 2026Q1: 851 shares; 2026Q2: 851 shares 851 $65.3K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 270 shares; 2026Q2: 241 shares 241 $65.2K 0.01% -29 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 860 shares 860 $65K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953 shares; 2024Q4: 955 shares; 2025Q1: 1,070 shares; 2025Q2: 1,056 shares; 2025Q3: 958 shares; 2025Q4: 961 shares; 2026Q1: 964 shares; 2026Q2: 899 shares 899 $64.6K 0.01% -65 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 248 shares; 2026Q2: 188 shares 188 $64.6K 0.01% -60 Timeline BBSC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 709 shares; 2024Q4: 709 shares; 2025Q1: 692 shares; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 692 shares; 2026Q1: 692 shares; 2026Q2: 692 shares 692 $63.6K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $63.5K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $63.4K 0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,666 shares; 2024Q4: 2,666 shares; 2025Q1: 2,666 shares; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares; 2025Q4: 2,666 shares; 2026Q1: 2,666 shares; 2026Q2: 2,666 shares 2,666 $63K 0.01% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $62.8K 0.01% 0 Timeline