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; 2023Q4: 781,353 shares; 2024Q1: 781,353 shares; 2024Q2: 781,234 shares; 2024Q3: 758,623 shares; 2024Q4: 1,048,863 shares; 2025Q1: 1,077,077 shares; 2025Q2: 1,076,434 shares; 2025Q3: 1,626,426 shares 1,626,426 $101M 34.78% +549,992 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,087 shares; 2024Q1: 20,087 shares; 2024Q2: 20,087 shares; 2024Q3: 20,073 shares; 2024Q4: 20,142 shares; 2025Q1: 20,142 shares; 2025Q2: 20,029 shares; 2025Q3: 57,370 shares 57,370 $8.27M 2.86% +37,341 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; 2023Q4: 25,241 shares; 2024Q1: 25,241 shares; 2024Q2: 26,141 shares; 2024Q3: 23,941 shares; 2024Q4: 24,541 shares; 2025Q1: 21,541 shares; 2025Q2: 21,541 shares; 2025Q3: 27,006 shares 27,006 $5.81M 2.01% +5,465 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 28,607 shares; 2024Q1: 28,607 shares; 2024Q2: 28,178 shares; 2024Q3: 26,717 shares; 2024Q4: 25,828 shares; 2025Q1: 27,978 shares; 2025Q2: 28,078 shares; 2025Q3: 38,070 shares 38,070 $5.7M 1.97% +9,992 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; 2023Q4: 17,724 shares; 2024Q1: 17,724 shares; 2024Q2: 16,847 shares; 2024Q3: 11,903 shares; 2024Q4: 11,752 shares; 2025Q1: 11,367 shares; 2025Q2: 11,744 shares; 2025Q3: 22,634 shares 22,634 $5.36M 1.86% +10,890 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; 2023Q4: 6,722 shares; 2024Q1: 6,722 shares; 2024Q2: 6,346 shares; 2024Q3: 6,202 shares; 2024Q4: 8,095 shares; 2025Q1: 8,522 shares; 2025Q2: 8,242 shares; 2025Q3: 10,558 shares 10,558 $5.19M 1.8% +2,316 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; 2023Q4: 16,517 shares; 2024Q1: 16,517 shares; 2024Q2: 15,822 shares; 2024Q3: 16,475 shares; 2024Q4: 16,179 shares; 2025Q1: 17,057 shares; 2025Q2: 19,338 shares; 2025Q3: 12,975 shares 12,975 $5.01M 1.73% -6,363 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; 2023Q4: 25,432 shares; 2024Q1: 25,432 shares; 2024Q2: 24,002 shares; 2024Q3: 24,037 shares; 2024Q4: 23,746 shares; 2025Q1: 23,140 shares; 2025Q2: 22,526 shares; 2025Q3: 1,167 shares 1,167 $3.93M 1.36% -21,359 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; 2023Q4: 29,182 shares; 2024Q1: 29,182 shares; 2024Q2: 29,174 shares; 2024Q3: 26,501 shares; 2024Q4: 30,821 shares; 2025Q1: 30,721 shares; 2025Q2: 31,071 shares; 2025Q3: 48,063 shares 48,063 $3.1M 1.07% +16,992 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; 2023Q4: 12,145 shares; 2024Q1: 12,145 shares; 2024Q2: 10,184 shares; 2024Q3: 10,158 shares; 2024Q4: 10,795 shares; 2025Q1: 10,738 shares; 2025Q2: 10,465 shares; 2025Q3: 16,077 shares 16,077 $2.6M 0.9% +5,612 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; 2023Q4: 12,014 shares; 2024Q1: 12,014 shares; 2024Q2: 11,992 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,258 shares 38,258 $2.49M 0.86% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,901 shares; 2024Q1: 5,901 shares; 2024Q2: 6,394 shares; 2024Q3: 6,357 shares; 2024Q4: 6,715 shares; 2025Q1: 7,988 shares; 2025Q2: 6,503 shares; 2025Q3: 5,347 shares 5,347 $2.46M 0.85% -1,156 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,299 shares; 2024Q1: 7,299 shares; 2024Q2: 7,556 shares; 2024Q3: 7,442 shares; 2024Q4: 7,669 shares; 2025Q1: 7,922 shares; 2025Q2: 7,908 shares; 2025Q3: 7,375 shares 7,375 $2.45M 0.85% -533 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,422 shares; 2024Q1: 20,422 shares; 2024Q2: 23,299 shares; 2024Q3: 13,623 shares; 2024Q4: 13,140 shares; 2025Q1: 12,741 shares; 2025Q2: 13,138 shares; 2025Q3: 28,294 shares 28,294 $2.42M 0.84% +15,156 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,784 shares; 2024Q1: 13,784 shares; 2024Q2: 13,234 shares; 2024Q3: 12,914 shares; 2024Q4: 13,214 shares; 2025Q1: 14,714 shares; 2025Q2: 14,716 shares; 2025Q3: 13,343 shares 13,343 $2.2M 0.76% -1,373 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; 2023Q4: 5,951 shares; 2024Q1: 5,951 shares; 2024Q2: 7,728 shares; 2024Q3: 8,886 shares; 2024Q4: 11,083 shares; 2025Q1: 12,504 shares; 2025Q2: 15,297 shares; 2025Q3: 5,143 shares 5,143 $2.17M 0.75% -10,154 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; 2023Q4: 72,312 shares; 2024Q1: 72,312 shares; 2024Q2: 54,812 shares; 2024Q3: 43,596 shares; 2024Q4: 75,192 shares; 2025Q1: 90,192 shares; 2025Q2: 90,192 shares; 2025Q3: 50,465 shares 50,465 $2.02M 0.7% -39,727 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; 2023Q4: 6,922 shares; 2024Q1: 6,922 shares; 2024Q2: 6,703 shares; 2024Q3: 4,394 shares; 2024Q4: 4,129 shares; 2025Q1: 3,926 shares; 2025Q2: 3,207 shares; 2025Q3: 10,937 shares 10,937 $1.94M 0.67% +7,730 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; 2023Q4: 12,616 shares; 2024Q1: 12,616 shares; 2024Q2: 12,614 shares; 2024Q3: 12,560 shares; 2024Q4: 13,994 shares; 2025Q1: 14,038 shares; 2025Q2: 14,729 shares; 2025Q3: 7,511 shares 7,511 $1.9M 0.66% -7,218 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; 2023Q4: 6,529 shares; 2024Q1: 6,529 shares; 2024Q2: 6,441 shares; 2024Q3: 6,281 shares; 2024Q4: 6,725 shares; 2025Q1: 7,542 shares; 2025Q2: 7,956 shares; 2025Q3: 10,991 shares 10,991 $1.87M 0.65% +3,035 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; 2023Q4: 3,122 shares; 2024Q1: 3,122 shares; 2024Q2: 2,330 shares; 2024Q3: 2,306 shares; 2024Q4: 2,826 shares; 2025Q1: 2,837 shares; 2025Q2: 2,804 shares; 2025Q3: 10,569 shares 10,569 $1.74M 0.6% +7,765 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; 2023Q4: 5,416 shares; 2024Q1: 5,416 shares; 2024Q2: 5,196 shares; 2024Q3: 5,358 shares; 2024Q4: 5,367 shares; 2025Q1: 4,486 shares; 2025Q2: 4,965 shares; 2025Q3: 3,711 shares 3,711 $1.7M 0.59% -1,254 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,436 shares; 2024Q1: 9,436 shares; 2024Q2: 9,136 shares; 2024Q3: 8,905 shares; 2024Q4: 9,316 shares; 2025Q1: 9,189 shares; 2025Q2: 9,706 shares; 2025Q3: 14,657 shares 14,657 $1.68M 0.58% +4,951 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,672 shares; 2024Q1: 10,672 shares; 2024Q2: 9,996 shares; 2024Q3: 9,948 shares; 2024Q4: 9,450 shares; 2025Q1: 9,220 shares; 2025Q2: 9,532 shares; 2025Q3: 564 shares 564 $1.67M 0.58% -8,968 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; 2023Q4: 30,213 shares; 2024Q1: 30,213 shares; 2024Q2: 29,227 shares; 2024Q3: 27,077 shares; 2024Q4: 27,357 shares; 2025Q1: 28,611 shares; 2025Q2: 26,542 shares; 2025Q3: 14,913 shares 14,913 $1.62M 0.56% -11,629 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; 2023Q4: 29,922 shares; 2024Q1: 29,922 shares; 2024Q2: 29,925 shares; 2024Q3: 13,621 shares; 2024Q4: 13,808 shares; 2025Q1: 12,840 shares; 2025Q2: 13,229 shares; 2025Q3: 28,617 shares 28,617 $1.61M 0.56% +15,388 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; 2023Q4: 36,529 shares; 2024Q1: 36,529 shares; 2024Q2: 29,407 shares; 2024Q3: 25,133 shares; 2024Q4: 25,613 shares; 2025Q1: 24,271 shares; 2025Q2: 25,066 shares; 2025Q3: 30,292 shares 30,292 $1.58M 0.55% +5,226 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,941 shares; 2024Q1: 12,941 shares; 2024Q2: 12,057 shares; 2024Q3: 12,037 shares; 2024Q4: 11,899 shares; 2025Q1: 11,836 shares; 2025Q2: 11,373 shares; 2025Q3: 13,140 shares 13,140 $1.58M 0.55% +1,767 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 23,413 shares; 2024Q1: 23,413 shares; 2024Q2: 21,073 shares; 2024Q3: 16,604 shares; 2024Q4: 16,967 shares; 2025Q1: 15,319 shares; 2025Q2: 15,837 shares; 2025Q3: 26,786 shares 26,786 $1.52M 0.53% +10,949 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; 2023Q4: 11,539 shares; 2024Q1: 11,539 shares; 2024Q2: 11,792 shares; 2024Q3: 9,996 shares; 2024Q4: 9,848 shares; 2025Q1: 10,675 shares; 2025Q2: 7,940 shares; 2025Q3: 10,170 shares 10,170 $1.45M 0.5% +2,230 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; 2023Q4: 7,124 shares; 2024Q1: 7,124 shares; 2024Q2: 7,148 shares; 2024Q3: 7,150 shares; 2024Q4: 6,897 shares; 2025Q1: 6,029 shares; 2025Q2: 4,433 shares; 2025Q3: 11,777 shares 11,777 $1.45M 0.5% +7,344 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; 2023Q4: 20,351 shares; 2024Q1: 20,351 shares; 2024Q2: 19,644 shares; 2024Q3: 19,355 shares; 2024Q4: 20,774 shares; 2025Q1: 20,542 shares; 2025Q2: 20,694 shares; 2025Q3: 24,603 shares 24,603 $1.38M 0.48% +3,909 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 33,893 shares; 2024Q1: 33,893 shares; 2024Q2: 36,703 shares; 2024Q3: 38,613 shares; 2024Q4: 38,613 shares; 2025Q1: 25,971 shares; 2025Q2: 25,966 shares; 2025Q3: 14,535 shares 14,535 $1.36M 0.47% -11,431 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; 2023Q4: 7,090 shares; 2024Q1: 7,090 shares; 2024Q2: 7,081 shares; 2024Q3: 6,766 shares; 2024Q4: 7,623 shares; 2025Q1: 7,599 shares; 2025Q2: 7,644 shares; 2025Q3: 10,474 shares 10,474 $1.36M 0.47% +2,830 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 32,139 shares; 2024Q1: 32,139 shares; 2024Q2: 31,001 shares; 2024Q3: 30,005 shares; 2024Q4: 26,094 shares; 2025Q1: 36,822 shares; 2025Q2: 41,709 shares; 2025Q3: 16,457 shares 16,457 $1.32M 0.46% -25,252 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,006 shares; 2024Q1: 8,006 shares; 2024Q2: 7,982 shares; 2024Q3: 7,665 shares; 2024Q4: 7,538 shares; 2025Q1: 7,201 shares; 2025Q2: 5,850 shares; 2025Q3: 8,023 shares 8,023 $1.31M 0.45% +2,173 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,401 shares; 2024Q1: 1,401 shares; 2024Q2: 1,927 shares; 2024Q3: 3,177 shares; 2024Q4: 3,097 shares; 2025Q1: 1,792 shares; 2025Q2: 1,594 shares; 2025Q3: 5,647 shares 5,647 $1.29M 0.45% +4,053 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; 2023Q4: 11,980 shares; 2024Q1: 11,980 shares; 2024Q2: 12,023 shares; 2024Q3: 11,908 shares; 2024Q4: 15,116 shares; 2025Q1: 15,024 shares; 2025Q2: 15,085 shares; 2025Q3: 19,732 shares 19,732 $1.26M 0.43% +4,647 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; 2023Q4: 4,017 shares; 2024Q1: 4,017 shares; 2024Q2: 4,178 shares; 2024Q3: 4,158 shares; 2024Q4: 6,102 shares; 2025Q1: 5,856 shares; 2025Q2: 5,848 shares; 2025Q3: 5,166 shares 5,166 $1.25M 0.43% -682 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,326 shares; 2024Q1: 14,326 shares; 2024Q2: 14,309 shares; 2024Q3: 14,275 shares; 2024Q4: 18,435 shares; 2025Q1: 18,367 shares; 2025Q2: 18,192 shares; 2025Q3: 3,690 shares 3,690 $1.24M 0.43% -14,502 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,813 shares; 2024Q1: 6,813 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,531 shares 24,531 $1.17M 0.41% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,102 shares; 2024Q1: 18,102 shares; 2024Q2: 21,736 shares; 2024Q3: 21,736 shares; 2024Q4: 21,103 shares; 2025Q1: 21,088 shares; 2025Q2: 20,601 shares; 2025Q3: 19,197 shares 19,197 $1.16M 0.4% -1,404 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,830 shares; 2024Q1: 6,830 shares; 2024Q2: 8,099 shares; 2024Q3: 8,006 shares; 2024Q4: 8,395 shares; 2025Q1: 8,417 shares; 2025Q2: 8,462 shares; 2025Q3: 7,027 shares 7,027 $1.14M 0.39% -1,435 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 868 shares; 2024Q3: 743 shares; 2024Q4: 745 shares; 2025Q1: 595 shares; 2025Q2: 593 shares; 2025Q3: 3,804 shares 3,804 $1.13M 0.39% +3,211 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,250 shares; 2024Q1: 4,250 shares; 2024Q2: 4,118 shares; 2024Q3: 4,119 shares; 2024Q4: 3,978 shares; 2025Q1: 3,992 shares; 2025Q2: 3,998 shares; 2025Q3: 6,228 shares 6,228 $1.13M 0.39% +2,230 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; 2023Q4: 12,877 shares; 2024Q1: 12,877 shares; 2024Q2: 12,515 shares; 2024Q3: 12,440 shares; 2024Q4: 12,440 shares; 2025Q1: 12,152 shares; 2025Q2: 12,152 shares; 2025Q3: 6,794 shares 6,794 $1.12M 0.39% -5,358 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 62,865 shares; 2024Q1: 62,865 shares; 2024Q2: 57,716 shares; 2024Q3: 57,725 shares; 2024Q4: 64,732 shares; 2025Q1: 61,229 shares; 2025Q2: 57,850 shares; 2025Q3: 54,172 shares 54,172 $1.11M 0.38% -3,678 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; 2023Q4: 6,486 shares; 2024Q1: 6,486 shares; 2024Q2: 6,483 shares; 2024Q3: 5,724 shares; 2024Q4: 6,624 shares; 2025Q1: 6,585 shares; 2025Q2: 6,510 shares; 2025Q3: 8,812 shares 8,812 $1.1M 0.38% +2,302 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; 2023Q4: 6,510 shares; 2024Q1: 6,510 shares; 2024Q2: 6,193 shares; 2024Q3: 5,933 shares; 2024Q4: 5,375 shares; 2025Q1: 5,335 shares; 2025Q2: 3,823 shares; 2025Q3: 3,474 shares 3,474 $1.09M 0.38% -349 Timeline FVD 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; 2023Q4: 12,371 shares; 2024Q1: 12,371 shares; 2024Q2: 12,136 shares; 2024Q3: 12,160 shares; 2024Q4: 12,173 shares; 2025Q1: 10,409 shares; 2025Q2: 10,420 shares; 2025Q3: 26,256 shares 26,256 $1.08M 0.37% +15,836 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 22,935 shares; 2024Q1: 22,935 shares; 2024Q2: 22,785 shares; 2024Q3: 22,635 shares; 2024Q4: 25,504 shares; 2025Q1: 25,304 shares; 2025Q2: 24,185 shares; 2025Q3: 29,930 shares 29,930 $1.06M 0.37% +5,745 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 43,477 shares; 2024Q1: 43,477 shares; 2024Q2: 40,382 shares; 2024Q3: 40,382 shares; 2024Q4: 40,142 shares; 2025Q1: 41,015 shares; 2025Q2: 38,526 shares; 2025Q3: 70,381 shares 70,381 $1.06M 0.37% +31,855 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,169 shares; 2024Q1: 2,169 shares; 2024Q2: 2,264 shares; 2024Q3: 2,257 shares; 2024Q4: 2,489 shares; 2025Q1: 2,453 shares; 2025Q2: 2,280 shares; 2025Q3: 3,343 shares 3,343 $1.06M 0.37% +1,063 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,650 shares; 2024Q1: 2,650 shares; 2024Q2: 3,158 shares; 2024Q3: 3,658 shares; 2024Q4: 3,126 shares; 2025Q1: 2,095 shares; 2025Q2: 2,385 shares; 2025Q3: 938 shares 938 $1.04M 0.36% -1,447 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; 2023Q4: 2,748 shares; 2024Q1: 2,748 shares; 2024Q2: 2,673 shares; 2024Q3: 2,932 shares; 2024Q4: 2,819 shares; 2025Q1: 2,498 shares; 2025Q2: 1,768 shares; 2025Q3: 3,176 shares 3,176 $1.03M 0.36% +1,408 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,910 shares 25,910 $1.02M 0.35% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,127 shares; 2024Q1: 9,127 shares; 2024Q2: 9,060 shares; 2024Q3: 8,926 shares; 2024Q4: 13,701 shares; 2025Q1: 13,629 shares; 2025Q2: 10,773 shares; 2025Q3: 12,589 shares 12,589 $1.01M 0.35% +1,816 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,521 shares; 2024Q1: 17,521 shares; 2024Q2: 16,092 shares; 2024Q3: 16,128 shares; 2024Q4: 15,622 shares; 2025Q1: 15,802 shares; 2025Q2: 15,000 shares; 2025Q3: 18,694 shares 18,694 $1.01M 0.35% +3,694 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,225 shares; 2024Q1: 6,225 shares; 2024Q2: 6,725 shares; 2024Q3: 6,575 shares; 2024Q4: 8,645 shares; 2025Q1: 8,645 shares; 2025Q2: 10,670 shares; 2025Q3: 4,754 shares 4,754 $1M 0.35% -5,916 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; 2023Q4: 6,483 shares; 2024Q1: 6,483 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,289 shares 15,289 $982K 0.34% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,255 shares; 2024Q1: 13,255 shares; 2024Q2: 12,777 shares; 2024Q3: 12,395 shares; 2024Q4: 15,959 shares; 2025Q1: 15,422 shares; 2025Q2: 16,989 shares; 2025Q3: 16,841 shares 16,841 $943K 0.33% -148 Timeline BBCB 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; 2023Q4: 14,439 shares; 2024Q1: 14,439 shares; 2024Q2: 13,043 shares; 2024Q3: 13,022 shares; 2024Q4: 12,928 shares; 2025Q1: 13,096 shares; 2025Q2: 12,446 shares; 2025Q3: 16,191 shares 16,191 $901K 0.31% +3,745 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,730 shares; 2024Q1: 4,730 shares; 2024Q2: 4,666 shares; 2024Q3: 5,608 shares; 2024Q4: 6,373 shares; 2025Q1: 6,446 shares; 2025Q2: 5,562 shares; 2025Q3: 10,058 shares 10,058 $894K 0.31% +4,496 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; 2023Q4: 4,440 shares; 2024Q1: 4,440 shares; 2024Q2: 3,953 shares; 2024Q3: 3,624 shares; 2024Q4: 3,503 shares; 2025Q1: 3,466 shares; 2025Q2: 3,344 shares; 2025Q3: 5,255 shares 5,255 $888K 0.31% +1,911 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,882 shares; 2024Q1: 3,882 shares; 2024Q2: 33,683 shares; 2024Q3: 33,792 shares; 2024Q4: 32,497 shares; 2025Q1: 33,976 shares; 2025Q2: 25,091 shares; 2025Q3: 3,452 shares 3,452 $883K 0.31% -21,639 Timeline FJUN 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,093 shares 23,093 $864K 0.3% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,279 shares; 2024Q1: 7,279 shares; 2024Q2: 7,687 shares; 2024Q3: 7,960 shares; 2024Q4: 7,903 shares; 2025Q1: 7,334 shares; 2025Q2: 7,872 shares; 2025Q3: 7,405 shares 7,405 $859K 0.3% -467 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,099 shares; 2024Q1: 4,099 shares; 2024Q2: 4,028 shares; 2024Q3: 3,968 shares; 2024Q4: 3,840 shares; 2025Q1: 3,515 shares; 2025Q2: 3,578 shares; 2025Q3: 4,023 shares 4,023 $852K 0.29% +445 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,023 shares; 2024Q1: 10,023 shares; 2024Q2: 10,023 shares; 2024Q3: 10,023 shares; 2024Q4: 10,023 shares; 2025Q1: 10,023 shares; 2025Q2: 10,023 shares; 2025Q3: 28,705 shares 28,705 $832K 0.29% +18,682 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 22,799 shares; 2024Q1: 22,799 shares; 2024Q2: 22,453 shares; 2024Q3: 22,368 shares; 2024Q4: 24,573 shares; 2025Q1: 24,547 shares; 2025Q2: 24,256 shares; 2025Q3: 26,510 shares 26,510 $825K 0.29% +2,254 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; 2023Q4: 11,128 shares; 2024Q1: 11,128 shares; 2024Q2: 12,263 shares; 2024Q3: 11,908 shares; 2024Q4: 12,635 shares; 2025Q1: 12,486 shares; 2025Q2: 12,369 shares; 2025Q3: 14,091 shares 14,091 $823K 0.28% +1,722 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,350 shares 24,350 $819K 0.28% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,489 shares; 2024Q1: 12,489 shares; 2024Q2: 12,131 shares; 2024Q3: 12,091 shares; 2024Q4: 13,490 shares; 2025Q1: 10,508 shares; 2025Q2: 10,508 shares; 2025Q3: 12,765 shares 12,765 $814K 0.28% +2,257 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; 2023Q4: 7,483 shares; 2024Q1: 7,483 shares; 2024Q2: 7,239 shares; 2024Q3: 7,074 shares; 2024Q4: 8,369 shares; 2025Q1: 8,359 shares; 2025Q2: 8,363 shares; 2025Q3: 9,093 shares 9,093 $812K 0.28% +730 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,930 shares; 2024Q1: 5,930 shares; 2024Q2: 5,868 shares; 2024Q3: 5,877 shares; 2024Q4: 7,791 shares; 2025Q1: 7,607 shares; 2025Q2: 8,659 shares; 2025Q3: 6,983 shares 6,983 $801K 0.28% -1,676 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; 2023Q4: 17,775 shares; 2024Q1: 17,775 shares; 2024Q2: 13,364 shares; 2024Q3: 13,423 shares; 2024Q4: 12,941 shares; 2025Q1: 12,828 shares; 2025Q2: 11,582 shares; 2025Q3: 31,543 shares 31,543 $797K 0.28% +19,961 Timeline FOCT 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,071 shares 22,071 $773K 0.27% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,867 shares; 2024Q1: 4,867 shares; 2024Q2: 4,811 shares; 2024Q3: 4,814 shares; 2024Q4: 5,294 shares; 2025Q1: 5,272 shares; 2025Q2: 5,125 shares; 2025Q3: 4,614 shares 4,614 $752K 0.26% -511 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,324 shares; 2024Q1: 2,324 shares; 2024Q2: 2,292 shares; 2024Q3: 2,276 shares; 2024Q4: 2,726 shares; 2025Q1: 2,737 shares; 2025Q2: 2,773 shares; 2025Q3: 3,631 shares 3,631 $752K 0.26% +858 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,455 shares; 2024Q1: 5,455 shares; 2024Q2: 5,019 shares; 2024Q3: 4,870 shares; 2024Q4: 4,655 shares; 2025Q1: 4,555 shares; 2025Q2: 4,406 shares; 2025Q3: 7,777 shares 7,777 $745K 0.26% +3,371 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,435 shares; 2024Q4: 7,405 shares; 2025Q1: 8,405 shares; 2025Q2: 7,094 shares; 2025Q3: 18,268 shares 18,268 $735K 0.25% +11,174 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,093 shares; 2024Q1: 3,093 shares; 2024Q2: 3,040 shares; 2024Q3: 2,995 shares; 2024Q4: 2,944 shares; 2025Q1: 2,942 shares; 2025Q2: 2,921 shares; 2025Q3: 3,558 shares 3,558 $726K 0.25% +637 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,122 shares; 2024Q1: 9,122 shares; 2024Q2: 8,745 shares; 2024Q3: 8,627 shares; 2024Q4: 15,261 shares; 2025Q1: 15,947 shares; 2025Q2: 15,899 shares; 2025Q3: 14,759 shares 14,759 $723K 0.25% -1,140 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; 2023Q4: 16,171 shares; 2024Q1: 16,171 shares; 2024Q2: 13,913 shares; 2024Q3: 10,672 shares; 2024Q4: 11,851 shares; 2025Q1: 10,532 shares; 2025Q2: 10,848 shares; 2025Q3: 14,094 shares 14,094 $714K 0.25% +3,246 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,700 shares; 2024Q4: 4,102 shares; 2025Q1: 6,103 shares; 2025Q2: 6,103 shares; 2025Q3: 6,180 shares 6,180 $705K 0.24% +77 Timeline GENZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,730 shares 13,730 $683K 0.24% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,557 shares 5,557 $674K 0.23% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,970 shares; 2024Q1: 4,970 shares; 2024Q2: 4,869 shares; 2024Q3: 5,217 shares; 2024Q4: 5,423 shares; 2025Q1: 5,279 shares; 2025Q2: 2,876 shares; 2025Q3: 5,958 shares 5,958 $674K 0.23% +3,082 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; 2023Q4: 15,784 shares; 2024Q1: 15,784 shares; 2024Q2: 15,879 shares; 2024Q3: 16,066 shares; 2024Q4: 17,078 shares; 2025Q1: 17,348 shares; 2025Q2: 17,691 shares; 2025Q3: 14,096 shares 14,096 $674K 0.23% -3,595 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,838 shares; 2024Q1: 7,838 shares; 2024Q2: 15,586 shares; 2024Q3: 15,727 shares; 2024Q4: 18,175 shares; 2025Q1: 18,758 shares; 2025Q2: 20,455 shares; 2025Q3: 6,151 shares 6,151 $663K 0.23% -14,304 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,811 shares; 2024Q1: 3,811 shares; 2024Q2: 3,776 shares; 2024Q3: 3,677 shares; 2024Q4: 4,007 shares; 2025Q1: 4,274 shares; 2025Q2: 4,155 shares; 2025Q3: 3,637 shares 3,637 $656K 0.23% -518 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; 2023Q4: 3,492 shares; 2024Q1: 3,492 shares; 2024Q2: 5,568 shares; 2024Q3: 2,590 shares; 2024Q4: 4,133 shares; 2025Q1: 4,364 shares; 2025Q2: 4,609 shares; 2025Q3: 6,787 shares 6,787 $642K 0.22% +2,178 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,164 shares; 2024Q1: 2,164 shares; 2024Q2: 2,089 shares; 2024Q3: 2,294 shares; 2024Q4: 2,064 shares; 2025Q1: 2,064 shares; 2025Q2: 1,429 shares; 2025Q3: 3,384 shares 3,384 $628K 0.22% +1,955 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; 2023Q4: 23,769 shares; 2024Q1: 23,769 shares; 2024Q2: 29,567 shares; 2024Q3: 27,572 shares; 2024Q4: 28,665 shares; 2025Q1: 27,182 shares; 2025Q2: 30,167 shares; 2025Q3: 12,444 shares 12,444 $622K 0.22% -17,723 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,062 shares; 2024Q1: 15,062 shares; 2024Q2: 14,755 shares; 2024Q3: 14,755 shares; 2024Q4: 14,755 shares; 2025Q1: 14,361 shares; 2025Q2: 14,196 shares; 2025Q3: 15,391 shares 15,391 $622K 0.22% +1,195 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; 2023Q4: 1,435 shares; 2024Q1: 1,435 shares; 2024Q2: 1,390 shares; 2024Q3: 1,408 shares; 2024Q4: 1,343 shares; 2025Q1: 1,382 shares; 2025Q2: 1,381 shares; 2025Q3: 1,575 shares 1,575 $585K 0.2% +194 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; 2023Q4: 3,595 shares; 2024Q1: 3,595 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,852 shares; 2025Q3: 3,678 shares 3,678 $580K 0.2% -174 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,110 shares; 2024Q1: 11,110 shares; 2024Q2: 12,097 shares; 2024Q3: 12,107 shares; 2024Q4: 12,659 shares; 2025Q1: 12,653 shares; 2025Q2: 12,605 shares; 2025Q3: 9,501 shares 9,501 $574K 0.2% -3,104 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; 2023Q4: 4,959 shares; 2024Q1: 4,959 shares; 2024Q2: 4,813 shares; 2024Q3: 4,933 shares; 2024Q4: 6,943 shares; 2025Q1: 6,948 shares; 2025Q2: 6,942 shares; 2025Q3: 5,188 shares 5,188 $571K 0.2% -1,754 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,704 shares; 2024Q1: 1,704 shares; 2024Q2: 1,727 shares; 2024Q3: 1,728 shares; 2024Q4: 1,878 shares; 2025Q1: 1,871 shares; 2025Q2: 1,824 shares; 2025Q3: 1,887 shares 1,887 $566K 0.2% +63 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; 2023Q4: 11,932 shares; 2024Q1: 11,932 shares; 2024Q2: 8,315 shares; 2024Q3: 8,255 shares; 2024Q4: 9,599 shares; 2025Q1: 9,547 shares; 2025Q2: 9,058 shares; 2025Q3: 14,677 shares 14,677 $565K 0.2% +5,619 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,410 shares; 2024Q1: 8,410 shares; 2024Q2: 8,387 shares; 2024Q3: 8,363 shares; 2024Q4: 8,364 shares; 2025Q1: 8,058 shares; 2025Q2: 6,749 shares; 2025Q3: 8,301 shares 8,301 $557K 0.19% +1,552 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,002 shares; 2024Q1: 2,002 shares; 2024Q2: 1,981 shares; 2024Q3: 1,918 shares; 2024Q4: 2,060 shares; 2025Q1: 2,091 shares; 2025Q2: 2,038 shares; 2025Q3: 2,300 shares 2,300 $542K 0.19% +262 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,928 shares; 2024Q1: 12,928 shares; 2024Q2: 12,358 shares; 2024Q3: 12,369 shares; 2024Q4: 10,677 shares; 2025Q1: 10,684 shares; 2025Q2: 10,476 shares; 2025Q3: 12,642 shares 12,642 $532K 0.18% +2,166 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,712 shares; 2024Q1: 5,712 shares; 2024Q2: 5,382 shares; 2024Q3: 4,956 shares; 2024Q4: 4,706 shares; 2025Q1: 4,516 shares; 2025Q2: 4,444 shares; 2025Q3: 3,563 shares 3,563 $529K 0.18% -881 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,912 shares 15,912 $526K 0.18% new 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; 2023Q4: 4,242 shares; 2024Q1: 4,242 shares; 2024Q2: 4,243 shares; 2024Q3: 3,943 shares; 2024Q4: 4,393 shares; 2025Q1: 4,368 shares; 2025Q2: 4,148 shares; 2025Q3: 4,212 shares 4,212 $526K 0.18% +64 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 670 shares; 2024Q1: 670 shares; 2024Q2: 731 shares; 2024Q3: 705 shares; 2024Q4: 677 shares; 2025Q1: 711 shares; 2025Q2: 718 shares; 2025Q3: 1,532 shares 1,532 $524K 0.18% +814 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,917 shares 3,917 $524K 0.18% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,283 shares 8,283 $522K 0.18% new Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,490 shares; 2024Q1: 7,490 shares; 2024Q2: 7,505 shares; 2024Q3: 7,513 shares; 2024Q4: 7,522 shares; 2025Q1: 5,130 shares; 2025Q2: not reported; 2025Q3: 9,964 shares 9,964 $521K 0.18% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 624 shares; 2025Q1: not reported; 2025Q2: 1,045 shares; 2025Q3: 1,735 shares 1,735 $520K 0.18% +690 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,959 shares; 2024Q1: 1,959 shares; 2024Q2: 2,062 shares; 2024Q3: 1,977 shares; 2024Q4: 2,704 shares; 2025Q1: 2,721 shares; 2025Q2: 3,519 shares; 2025Q3: 2,676 shares 2,676 $510K 0.18% -843 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,588 shares; 2024Q1: 17,588 shares; 2024Q2: 15,604 shares; 2024Q3: 14,407 shares; 2024Q4: 14,277 shares; 2025Q1: 14,087 shares; 2025Q2: 12,062 shares; 2025Q3: 6,655 shares 6,655 $504K 0.17% -5,407 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,785 shares 4,785 $504K 0.17% new 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; 2023Q4: 5,070 shares; 2024Q1: 5,070 shares; 2024Q2: 5,270 shares; 2024Q3: 4,838 shares; 2024Q4: 4,808 shares; 2025Q1: 5,584 shares; 2025Q2: 5,514 shares; 2025Q3: 8,759 shares 8,759 $503K 0.17% +3,245 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,788 shares; 2024Q1: 1,788 shares; 2024Q2: 1,777 shares; 2024Q3: 1,714 shares; 2024Q4: 1,616 shares; 2025Q1: 1,434 shares; 2025Q2: 1,432 shares; 2025Q3: 1,498 shares 1,498 $503K 0.17% +66 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; 2023Q4: 7,284 shares; 2024Q1: 7,284 shares; 2024Q2: 6,849 shares; 2024Q3: 7,303 shares; 2024Q4: 8,300 shares; 2025Q1: 8,210 shares; 2025Q2: 7,910 shares; 2025Q3: 7,501 shares 7,501 $502K 0.17% -409 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; 2023Q4: 10,605 shares; 2024Q1: 10,605 shares; 2024Q2: 10,605 shares; 2024Q3: 11,201 shares; 2024Q4: 13,147 shares; 2025Q1: 13,191 shares; 2025Q2: 12,988 shares; 2025Q3: 22,060 shares 22,060 $500K 0.17% +9,072 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,374 shares; 2024Q1: 8,374 shares; 2024Q2: 6,351 shares; 2024Q3: 5,121 shares; 2024Q4: 5,129 shares; 2025Q1: 3,129 shares; 2025Q2: 3,132 shares; 2025Q3: 7,766 shares 7,766 $498K 0.17% +4,634 Timeline QDEC 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; 2023Q4: 19,662 shares; 2024Q1: 19,662 shares; 2024Q2: 19,462 shares; 2024Q3: 19,062 shares; 2024Q4: 18,577 shares; 2025Q1: 18,577 shares; 2025Q2: 13,166 shares; 2025Q3: 21,551 shares 21,551 $492K 0.17% +8,385 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,324 shares; 2024Q1: 2,324 shares; 2024Q2: 2,302 shares; 2024Q3: 2,289 shares; 2024Q4: 2,896 shares; 2025Q1: 3,024 shares; 2025Q2: 2,675 shares; 2025Q3: 4,997 shares 4,997 $474K 0.16% +2,322 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,595 shares; 2024Q3: 2,595 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,595 shares; 2025Q3: 4,095 shares 4,095 $469K 0.16% +1,500 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,184 shares; 2024Q1: 10,184 shares; 2024Q2: 10,500 shares; 2024Q3: 10,228 shares; 2024Q4: 9,863 shares; 2025Q1: 9,721 shares; 2025Q2: 10,381 shares; 2025Q3: 10,600 shares 10,600 $464K 0.16% +219 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,203 shares; 2024Q3: 2,518 shares; 2024Q4: 9,148 shares; 2025Q1: 2,523 shares; 2025Q2: 3,711 shares; 2025Q3: 6,599 shares 6,599 $461K 0.16% +2,888 Timeline FAUG 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; 2023Q4: 19,769 shares; 2024Q1: 19,769 shares; 2024Q2: 16,079 shares; 2024Q3: 16,079 shares; 2024Q4: 13,079 shares; 2025Q1: 13,079 shares; 2025Q2: 10,829 shares; 2025Q3: 11,982 shares 11,982 $455K 0.16% +1,153 Timeline RSPD 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,951 shares 2,951 $452K 0.16% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,804 shares; 2024Q1: 3,804 shares; 2024Q2: 3,716 shares; 2024Q3: 3,657 shares; 2024Q4: 3,649 shares; 2025Q1: 3,668 shares; 2025Q2: 3,749 shares; 2025Q3: 3,413 shares 3,413 $440K 0.15% -336 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,240 shares; 2024Q1: 9,240 shares; 2024Q2: 6,828 shares; 2024Q3: 6,266 shares; 2024Q4: 8,906 shares; 2025Q1: 9,081 shares; 2025Q2: 16,012 shares; 2025Q3: 8,244 shares 8,244 $429K 0.15% -7,768 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; 2023Q4: 7,488 shares; 2024Q1: 7,488 shares; 2024Q2: 6,629 shares; 2024Q3: 6,624 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,788 shares; 2025Q3: 8,057 shares 8,057 $427K 0.15% +3,269 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,973 shares; 2024Q1: 9,973 shares; 2024Q2: 9,852 shares; 2024Q3: 9,852 shares; 2024Q4: 9,852 shares; 2025Q1: 9,852 shares; 2025Q2: 9,852 shares; 2025Q3: 10,276 shares 10,276 $425K 0.15% +424 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; 2023Q4: 1,477 shares; 2024Q1: 1,477 shares; 2024Q2: 940 shares; 2024Q3: 892 shares; 2024Q4: 895 shares; 2025Q1: 993 shares; 2025Q2: 1,032 shares; 2025Q3: 1,850 shares 1,850 $425K 0.15% +818 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; 2023Q4: 1,199 shares; 2024Q1: 1,199 shares; 2024Q2: 1,173 shares; 2024Q3: 1,175 shares; 2024Q4: 1,152 shares; 2025Q1: 1,163 shares; 2025Q2: 1,148 shares; 2025Q3: 1,261 shares 1,261 $419K 0.14% +113 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,546 shares; 2024Q1: 5,546 shares; 2024Q2: 5,582 shares; 2024Q3: 5,076 shares; 2024Q4: 5,086 shares; 2025Q1: 5,108 shares; 2025Q2: 6,350 shares; 2025Q3: 141 shares 141 $418K 0.14% -6,209 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,309 shares; 2024Q1: 1,309 shares; 2024Q2: 6,406 shares; 2024Q3: 6,909 shares; 2024Q4: 7,415 shares; 2025Q1: 7,917 shares; 2025Q2: 7,816 shares; 2025Q3: 1,495 shares 1,495 $417K 0.14% -6,321 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,081 shares; 2024Q1: 7,081 shares; 2024Q2: 7,065 shares; 2024Q3: 7,020 shares; 2024Q4: 7,018 shares; 2025Q1: 7,018 shares; 2025Q2: 7,000 shares; 2025Q3: 9,220 shares 9,220 $407K 0.14% +2,220 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,664 shares; 2024Q4: 3,843 shares; 2025Q1: 6,124 shares; 2025Q2: 4,268 shares; 2025Q3: 4,443 shares 4,443 $404K 0.14% +175 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; 2023Q4: 3,249 shares; 2024Q1: 3,249 shares; 2024Q2: 3,098 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,639 shares 6,639 $403K 0.14% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,224 shares 18,224 $400K 0.14% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,158 shares 1,158 $398K 0.14% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 764 shares; 2024Q1: 764 shares; 2024Q2: 712 shares; 2024Q3: 620 shares; 2024Q4: 602 shares; 2025Q1: 1,038 shares; 2025Q2: 1,883 shares; 2025Q3: 1,384 shares 1,384 $397K 0.14% -499 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,499 shares 2,499 $392K 0.14% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,104 shares; 2024Q1: 3,104 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,265 shares 3,265 $391K 0.14% new Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,549 shares 1,549 $388K 0.13% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,980 shares 9,980 $387K 0.13% new 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; 2023Q4: 5,785 shares; 2024Q1: 5,785 shares; 2024Q2: 5,760 shares; 2024Q3: 5,757 shares; 2024Q4: 3,982 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,116 shares 7,116 $387K 0.13% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 745 shares; 2024Q1: 745 shares; 2024Q2: 699 shares; 2024Q3: 700 shares; 2024Q4: 655 shares; 2025Q1: 634 shares; 2025Q2: 549 shares; 2025Q3: 561 shares 561 $387K 0.13% +12 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,180 shares; 2024Q1: 1,180 shares; 2024Q2: 1,051 shares; 2024Q3: 1,034 shares; 2024Q4: 990 shares; 2025Q1: 896 shares; 2025Q2: 1,055 shares; 2025Q3: 1,035 shares 1,035 $374K 0.13% -20 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; 2023Q4: 2,272 shares; 2024Q1: 2,272 shares; 2024Q2: 2,120 shares; 2024Q3: 1,975 shares; 2024Q4: 1,985 shares; 2025Q1: 1,975 shares; 2025Q2: 2,048 shares; 2025Q3: 2,542 shares 2,542 $364K 0.13% +494 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,547 shares; 2024Q1: 5,547 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,668 shares 6,668 $357K 0.12% new ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,434 shares 3,434 $352K 0.12% new Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,292 shares; 2024Q1: 5,292 shares; 2024Q2: 5,227 shares; 2024Q3: 5,227 shares; 2024Q4: 5,227 shares; 2025Q1: 5,080 shares; 2025Q2: 5,080 shares; 2025Q3: 6,024 shares 6,024 $350K 0.12% +944 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,689 shares; 2024Q1: 1,689 shares; 2024Q2: 4,739 shares; 2024Q3: 4,389 shares; 2024Q4: 5,595 shares; 2025Q1: 7,169 shares; 2025Q2: 7,592 shares; 2025Q3: 2,256 shares 2,256 $337K 0.12% -5,336 Timeline FGD 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,954 shares 12,954 $331K 0.11% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 954 shares 954 $329K 0.11% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,386 shares 1,386 $322K 0.11% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 642 shares; 2024Q1: 642 shares; 2024Q2: 793 shares; 2024Q3: 787 shares; 2024Q4: 638 shares; 2025Q1: 664 shares; 2025Q2: 641 shares; 2025Q3: 459 shares 459 $320K 0.11% -182 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; 2023Q4: 985 shares; 2024Q1: 985 shares; 2024Q2: 1,710 shares; 2024Q3: 1,465 shares; 2024Q4: 1,642 shares; 2025Q1: 717 shares; 2025Q2: 746 shares; 2025Q3: 725 shares 725 $315K 0.11% -21 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,389 shares 5,389 $308K 0.11% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,207 shares; 2024Q1: 1,207 shares; 2024Q2: 1,178 shares; 2024Q3: 1,161 shares; 2024Q4: 1,151 shares; 2025Q1: 1,238 shares; 2025Q2: 1,248 shares; 2025Q3: 1,275 shares 1,275 $306K 0.11% +27 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,852 shares; 2024Q1: 4,852 shares; 2024Q2: 4,629 shares; 2024Q3: 4,629 shares; 2024Q4: 4,329 shares; 2025Q1: 6,227 shares; 2025Q2: 5,757 shares; 2025Q3: 5,672 shares 5,672 $305K 0.11% -85 Timeline FMAY 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; 2023Q4: 20,273 shares; 2024Q1: 20,273 shares; 2024Q2: 19,348 shares; 2024Q3: 18,976 shares; 2024Q4: 12,786 shares; 2025Q1: 11,841 shares; 2025Q2: 9,700 shares; 2025Q3: 8,096 shares 8,096 $305K 0.11% -1,604 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,994 shares 5,994 $298K 0.1% new Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,623 shares; 2024Q1: 10,623 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,790 shares 11,790 $296K 0.1% new Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,470 shares; 2024Q1: 7,470 shares; 2024Q2: 7,470 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,270 shares 5,270 $291K 0.1% new 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; 2023Q4: 3,588 shares; 2024Q1: 3,588 shares; 2024Q2: 3,577 shares; 2024Q3: 3,568 shares; 2024Q4: 3,418 shares; 2025Q1: 3,328 shares; 2025Q2: 3,321 shares; 2025Q3: 3,703 shares 3,703 $279K 0.1% +382 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,350 shares; 2024Q3: not reported; 2024Q4: 9,350 shares; 2025Q1: 9,350 shares; 2025Q2: 9,350 shares; 2025Q3: 13,500 shares 13,500 $276K 0.1% +4,150 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,279 shares 2,279 $274K 0.09% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,187 shares; 2024Q1: 2,187 shares; 2024Q2: 2,051 shares; 2024Q3: 1,825 shares; 2024Q4: 1,792 shares; 2025Q1: 1,786 shares; 2025Q2: 1,799 shares; 2025Q3: 1,112 shares 1,112 $273K 0.09% -687 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,243 shares 5,243 $272K 0.09% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,930 shares; 2024Q1: 1,930 shares; 2024Q2: 1,900 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,651 shares 3,651 $272K 0.09% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,940 shares 1,940 $269K 0.09% new 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; 2023Q4: 628 shares; 2024Q1: 628 shares; 2024Q2: 501 shares; 2024Q3: 570 shares; 2024Q4: not reported; 2025Q1: 594 shares; 2025Q2: 592 shares; 2025Q3: 1,435 shares 1,435 $265K 0.09% +843 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,584 shares 1,584 $264K 0.09% new Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares 3,000 $263K 0.09% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares 3,100 $257K 0.09% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,751 shares; 2024Q1: 5,751 shares; 2024Q2: 5,751 shares; 2024Q3: 5,751 shares; 2024Q4: 5,751 shares; 2025Q1: 5,751 shares; 2025Q2: 5,751 shares; 2025Q3: 10,070 shares 10,070 $256K 0.09% +4,319 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: 2,843 shares 2,843 $253K 0.09% +1,408 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; 2023Q4: 788 shares; 2024Q1: 788 shares; 2024Q2: 926 shares; 2024Q3: 941 shares; 2024Q4: 722 shares; 2025Q1: 707 shares; 2025Q2: 2,187 shares; 2025Q3: 548 shares 548 $252K 0.09% -1,639 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,649 shares 12,649 $252K 0.09% new 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; 2023Q4: 1,733 shares; 2024Q1: 1,733 shares; 2024Q2: 1,714 shares; 2024Q3: 1,547 shares; 2024Q4: 1,547 shares; 2025Q1: 1,633 shares; 2025Q2: 1,637 shares; 2025Q3: 1,726 shares 1,726 $251K 0.09% +89 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; 2023Q4: 920 shares; 2024Q1: 920 shares; 2024Q2: 922 shares; 2024Q3: 932 shares; 2024Q4: 908 shares; 2025Q1: 912 shares; 2025Q2: 1,139 shares; 2025Q3: 794 shares 794 $251K 0.09% -345 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,157 shares 2,157 $250K 0.09% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,866 shares; 2024Q1: 2,866 shares; 2024Q2: 2,645 shares; 2024Q3: 2,947 shares; 2024Q4: 2,645 shares; 2025Q1: 2,860 shares; 2025Q2: 2,965 shares; 2025Q3: 2,358 shares 2,358 $246K 0.09% -607 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 769 shares 769 $244K 0.08% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,920 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,784 shares 2,784 $242K 0.08% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,060 shares 14,060 $240K 0.08% new Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,300 shares 13,300 $239K 0.08% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,093 shares; 2024Q1: 3,093 shares; 2024Q2: 2,743 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,288 shares 3,288 $234K 0.08% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,332 shares; 2024Q1: 1,332 shares; 2024Q2: 2,093 shares; 2024Q3: 2,407 shares; 2024Q4: 2,851 shares; 2025Q1: 4,063 shares; 2025Q2: 5,349 shares; 2025Q3: 1,532 shares 1,532 $233K 0.08% -3,817 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 531 shares; 2024Q1: 531 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 618 shares; 2025Q2: 655 shares; 2025Q3: 576 shares 576 $233K 0.08% -79 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,045 shares 2,045 $233K 0.08% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 517 shares; 2024Q1: 517 shares; 2024Q2: 547 shares; 2024Q3: 432 shares; 2024Q4: 520 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 356 shares 356 $232K 0.08% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,516 shares 2,516 $231K 0.08% new 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; 2023Q4: 2,996 shares; 2024Q1: 2,996 shares; 2024Q2: 2,866 shares; 2024Q3: 3,453 shares; 2024Q4: 3,466 shares; 2025Q1: 3,469 shares; 2025Q2: 2,599 shares; 2025Q3: 2,625 shares 2,625 $231K 0.08% +26 Timeline QCLN 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,970 shares 2,970 $230K 0.08% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,107 shares 2,107 $230K 0.08% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,772 shares 2,772 $229K 0.08% new Timeline FIXD 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; 2023Q4: 5,545 shares; 2024Q1: 5,545 shares; 2024Q2: 5,551 shares; 2024Q3: 5,187 shares; 2024Q4: 5,187 shares; 2025Q1: 5,187 shares; 2025Q2: 5,187 shares; 2025Q3: 4,285 shares 4,285 $229K 0.08% -902 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,165 shares; 2024Q3: 2,806 shares; 2024Q4: 4,493 shares; 2025Q1: 2,920 shares; 2025Q2: 3,922 shares; 2025Q3: 2,051 shares 2,051 $228K 0.08% -1,871 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,203 shares 3,203 $227K 0.08% new Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,900 shares 5,900 $225K 0.08% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,461 shares 2,461 $224K 0.08% new Timeline LMBS 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; 2023Q4: 5,430 shares; 2024Q1: 5,430 shares; 2024Q2: not reported; 2024Q3: 4,162 shares; 2024Q4: 4,162 shares; 2025Q1: 4,162 shares; 2025Q2: 4,162 shares; 2025Q3: 4,398 shares 4,398 $222K 0.08% +236 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,537 shares 3,537 $222K 0.08% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 374 shares; 2024Q4: 497 shares; 2025Q1: 624 shares; 2025Q2: 516 shares; 2025Q3: 346 shares 346 $219K 0.08% -170 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,742 shares 7,742 $217K 0.08% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,704 shares; 2024Q1: 5,704 shares; 2024Q2: 5,153 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,471 shares 6,471 $217K 0.08% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 986 shares 986 $216K 0.07% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,956 shares; 2024Q3: 1,781 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,620 shares 1,620 $215K 0.07% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 699 shares 699 $213K 0.07% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,002 shares 2,002 $212K 0.07% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,745 shares; 2024Q1: 3,745 shares; 2024Q2: 3,217 shares; 2024Q3: 3,217 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,377 shares 3,377 $210K 0.07% +257 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,250 shares; 2024Q1: 7,250 shares; 2024Q2: 9,615 shares; 2024Q3: 13,913 shares; 2024Q4: 17,718 shares; 2025Q1: 25,270 shares; 2025Q2: 35,685 shares; 2025Q3: 3,957 shares 3,957 $210K 0.07% -31,728 Timeline RZG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,232 shares 1,232 $207K 0.07% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 24,609 shares; 2024Q1: 24,609 shares; 2024Q2: 18,837 shares; 2024Q3: 36,022 shares; 2024Q4: 34,711 shares; 2025Q1: 33,726 shares; 2025Q2: 35,086 shares; 2025Q3: 7,356 shares 7,356 $207K 0.07% -27,730 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,677 shares; 2024Q3: 1,677 shares; 2024Q4: 1,677 shares; 2025Q1: 1,629 shares; 2025Q2: 1,629 shares; 2025Q3: 1,835 shares 1,835 $204K 0.07% +206 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; 2023Q4: 5,188 shares; 2024Q1: 5,188 shares; 2024Q2: 5,153 shares; 2024Q3: 4,606 shares; 2024Q4: 5,002 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,619 shares 4,619 $203K 0.07% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,779 shares; 2024Q1: 2,779 shares; 2024Q2: 2,621 shares; 2024Q3: 2,657 shares; 2024Q4: 2,383 shares; 2025Q1: 5,192 shares; 2025Q2: 5,643 shares; 2025Q3: 2,612 shares 2,612 $203K 0.07% -3,031 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares 4,000 $201K 0.07% 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; 2023Q4: 14,638 shares; 2024Q1: 14,638 shares; 2024Q2: 14,613 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,278 shares 19,278 $183K 0.06% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,060 shares; 2024Q1: 13,060 shares; 2024Q2: 13,060 shares; 2024Q3: 13,060 shares; 2024Q4: 13,060 shares; 2025Q1: 13,060 shares; 2025Q2: 13,060 shares; 2025Q3: 14,860 shares 14,860 $161K 0.06% +1,800 Timeline AVAH AVEANNA HEALTHCARE HLDGS INC More: the full row for AVEANNA HEALTHCARE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares 10,000 $77.2K 0.03% new Timeline LFT LUMENT FINANCE TRUST INC More: the full row for LUMENT FINANCE TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,706 shares; 2024Q1: 10,706 shares; 2024Q2: 10,706 shares; 2024Q3: 10,706 shares; 2024Q4: 10,706 shares; 2025Q1: 10,706 shares; 2025Q2: 10,706 shares; 2025Q3: 10,706 shares 10,706 $42.8K 0.01% 0 Timeline