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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,341 shares; 2025Q3: 24,772 shares; 2025Q4: 24,489 shares; 2026Q1: 23,711 shares; 2026Q2: 22,964 shares 22,964 $16.6M 4.29% -747 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 48,635 shares; 2025Q3: 50,028 shares; 2025Q4: 48,478 shares; 2026Q1: 47,114 shares; 2026Q2: 46,214 shares 46,214 $16.3M 4.22% -900 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 49,877 shares; 2025Q3: 49,315 shares; 2025Q4: 46,205 shares; 2026Q1: 43,959 shares; 2026Q2: 42,601 shares 42,601 $16.1M 4.16% -1,358 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 55,093 shares; 2025Q3: 59,546 shares; 2025Q4: 58,976 shares; 2026Q1: 58,823 shares; 2026Q2: 59,414 shares 59,414 $11.9M 3.07% +591 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,767 shares; 2025Q3: 10,612 shares; 2025Q4: 12,273 shares; 2026Q1: 11,503 shares; 2026Q2: 9,168 shares 9,168 $10.6M 2.74% -2,335 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,237 shares; 2025Q3: 22,997 shares; 2025Q4: 23,022 shares; 2026Q1: 22,940 shares; 2026Q2: 22,410 shares 22,410 $8.9M 2.3% -530 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,913 shares; 2025Q3: 23,326 shares; 2025Q4: 23,082 shares; 2026Q1: 23,297 shares; 2026Q2: 23,651 shares 23,651 $8.82M 2.28% +354 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 30,442 shares; 2025Q3: 32,104 shares; 2025Q4: 33,217 shares; 2026Q1: 34,257 shares; 2026Q2: 34,686 shares 34,686 $8.27M 2.14% +429 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,482 shares; 2025Q3: 21,933 shares; 2025Q4: 21,810 shares; 2026Q1: 21,760 shares; 2026Q2: 21,938 shares 21,938 $7.18M 1.86% +178 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20,768 shares; 2025Q3: 21,208 shares; 2025Q4: 21,138 shares; 2026Q1: 21,235 shares; 2026Q2: 24,030 shares 24,030 $6.95M 1.8% +2,795 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 86,014 shares; 2025Q3: 91,968 shares; 2025Q4: 106,153 shares; 2026Q1: 112,747 shares; 2026Q2: 91,372 shares 91,372 $6.51M 1.68% -21,375 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 12,256 shares; 2025Q3: 12,601 shares; 2025Q4: 12,127 shares; 2026Q1: 12,943 shares; 2026Q2: 12,650 shares 12,650 $5.48M 1.42% -293 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 948 shares; 2025Q3: 992 shares; 2025Q4: 1,139 shares; 2026Q1: 1,152 shares; 2026Q2: 29,622 shares 29,622 $5.28M 1.36% +28,470 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,373 shares; 2025Q3: 9,802 shares; 2025Q4: 9,780 shares; 2026Q1: 9,696 shares; 2026Q2: 10,074 shares 10,074 $5.17M 1.34% +378 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,415 shares; 2025Q3: 10,242 shares; 2025Q4: 10,218 shares; 2026Q1: 10,088 shares; 2026Q2: 10,311 shares 10,311 $5.16M 1.33% +223 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,058 shares; 2025Q3: 13,747 shares; 2025Q4: 14,596 shares; 2026Q1: 14,459 shares; 2026Q2: 14,953 shares 14,953 $5.13M 1.33% +494 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,300 shares; 2025Q3: 8,619 shares; 2025Q4: 8,736 shares; 2026Q1: 8,631 shares; 2026Q2: 8,805 shares 8,805 $4.96M 1.28% +174 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,679 shares; 2025Q3: 5,744 shares; 2025Q4: 6,205 shares; 2026Q1: 6,174 shares; 2026Q2: 6,587 shares 6,587 $4.85M 1.25% +413 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,330 shares; 2025Q3: 13,442 shares; 2025Q4: 13,061 shares; 2026Q1: 12,997 shares; 2026Q2: 7,035 shares 7,035 $4.83M 1.25% -5,962 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,286 shares; 2025Q3: 5,452 shares; 2025Q4: 5,423 shares; 2026Q1: 5,516 shares; 2026Q2: 4,531 shares 4,531 $4.83M 1.25% -985 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 29,530 shares; 2025Q3: 30,846 shares; 2025Q4: 30,646 shares; 2026Q1: 30,252 shares; 2026Q2: 30,895 shares 30,895 $4.68M 1.21% +643 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,207 shares; 2025Q3: 5,980 shares; 2025Q4: 5,950 shares; 2026Q1: 5,912 shares; 2026Q2: 5,939 shares 5,939 $4.44M 1.15% +27 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,528 shares; 2025Q3: 11,859 shares; 2025Q4: 11,912 shares; 2026Q1: 11,877 shares; 2026Q2: 12,085 shares 12,085 $4.26M 1.1% +208 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 16,522 shares; 2025Q3: 17,660 shares; 2025Q4: 17,824 shares; 2026Q1: 18,329 shares; 2026Q2: 21,846 shares 21,846 $4.14M 1.07% +3,517 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,840 shares; 2025Q3: 18,790 shares; 2025Q4: 19,636 shares; 2026Q1: 19,880 shares; 2026Q2: 16,392 shares 16,392 $3.98M 1.03% -3,488 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,909 shares; 2025Q3: 21,671 shares; 2025Q4: 23,071 shares; 2026Q1: 23,679 shares; 2026Q2: 26,626 shares 26,626 $3.9M 1.01% +2,947 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,536 shares; 2025Q3: 16,044 shares; 2025Q4: 16,162 shares; 2026Q1: 17,819 shares; 2026Q2: 18,511 shares 18,511 $3.87M 1% +692 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,591 shares; 2025Q3: 22,550 shares; 2025Q4: 22,647 shares; 2026Q1: 22,714 shares; 2026Q2: 23,041 shares 23,041 $3.82M 0.99% +327 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 48,201 shares; 2025Q3: 53,531 shares; 2025Q4: 54,283 shares; 2026Q1: 55,774 shares; 2026Q2: 48,714 shares 48,714 $3.76M 0.97% -7,060 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,475 shares; 2025Q3: 10,244 shares; 2025Q4: 11,373 shares; 2026Q1: 11,715 shares; 2026Q2: 12,921 shares 12,921 $3.66M 0.94% +1,206 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 53,071 shares; 2025Q3: 56,794 shares; 2025Q4: 56,504 shares; 2026Q1: 56,702 shares; 2026Q2: 57,873 shares 57,873 $3.64M 0.94% +1,171 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34,323 shares; 2025Q3: 34,101 shares; 2025Q4: 67,548 shares; 2026Q1: 66,528 shares; 2026Q2: 67,552 shares 67,552 $3.59M 0.93% +1,024 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,778 shares; 2025Q3: 19,484 shares; 2025Q4: 19,754 shares; 2026Q1: 20,226 shares; 2026Q2: 23,703 shares 23,703 $3.52M 0.91% +3,477 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 34,178 shares; 2025Q3: 36,873 shares; 2025Q4: 36,868 shares; 2026Q1: 39,498 shares; 2026Q2: 39,605 shares 39,605 $3.51M 0.91% +107 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,065 shares; 2025Q3: 1,622 shares; 2025Q4: 1,607 shares; 2026Q1: 1,724 shares; 2026Q2: 1,724 shares 1,724 $3.43M 0.89% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,686 shares; 2025Q3: 3,628 shares; 2025Q4: 3,475 shares; 2026Q1: 3,405 shares; 2026Q2: 26,816 shares 26,816 $3.21M 0.83% +23,411 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,720 shares; 2025Q3: 7,234 shares; 2025Q4: 8,591 shares; 2026Q1: 8,749 shares; 2026Q2: 9,011 shares 9,011 $3.07M 0.79% +262 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 31,770 shares; 2025Q3: 32,890 shares; 2025Q4: 33,173 shares; 2026Q1: 33,426 shares; 2026Q2: 36,080 shares 36,080 $2.93M 0.76% +2,654 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,142 shares; 2025Q3: 2,215 shares; 2025Q4: 2,265 shares; 2026Q1: 2,481 shares; 2026Q2: 2,550 shares 2,550 $2.89M 0.75% +69 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 39,878 shares; 2025Q3: 42,775 shares; 2025Q4: 42,377 shares; 2026Q1: 41,822 shares; 2026Q2: 42,439 shares 42,439 $2.84M 0.73% +617 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 28,681 shares; 2025Q3: 27,879 shares; 2025Q4: 26,111 shares; 2026Q1: 26,326 shares; 2026Q2: 24,721 shares 24,721 $2.84M 0.73% -1,605 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,000 shares; 2026Q1: 69,000 shares; 2026Q2: 69,000 shares 69,000 $2.77M 0.72% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 710 shares; 2025Q3: 770 shares; 2025Q4: 7,700 shares; 2026Q1: 32,836 shares; 2026Q2: 38,732 shares 38,732 $2.77M 0.71% +5,896 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,903 shares; 2025Q3: 4,873 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,300 shares 4,300 $2.76M 0.71% -200 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,794 shares; 2025Q3: 25,624 shares; 2025Q4: 28,724 shares; 2026Q1: 28,784 shares; 2026Q2: 29,269 shares 29,269 $2.73M 0.71% +485 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,388 shares; 2025Q3: 2,116 shares; 2025Q4: 2,128 shares; 2026Q1: 2,161 shares; 2026Q2: 2,215 shares 2,215 $2.66M 0.69% +54 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,198 shares; 2025Q3: 10,788 shares; 2025Q4: 10,672 shares; 2026Q1: 10,494 shares; 2026Q2: 10,142 shares 10,142 $2.59M 0.67% -352 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 26,616 shares; 2025Q3: 27,789 shares; 2025Q4: 28,122 shares; 2026Q1: 28,488 shares; 2026Q2: 29,081 shares 29,081 $2.55M 0.66% +593 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,705 shares; 2025Q3: 3,705 shares; 2025Q4: 5,405 shares; 2026Q1: 5,270 shares; 2026Q2: 5,343 shares 5,343 $2.55M 0.66% +73 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,732 shares; 2025Q3: 6,201 shares; 2025Q4: 6,191 shares; 2026Q1: 6,698 shares; 2026Q2: 7,158 shares 7,158 $2.54M 0.66% +460 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,490 shares; 2025Q3: 22,810 shares; 2025Q4: 24,735 shares; 2026Q1: 24,670 shares; 2026Q2: 24,175 shares 24,175 $2.51M 0.65% -495 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 27,889 shares; 2025Q3: 29,770 shares; 2025Q4: 28,781 shares; 2026Q1: 28,196 shares; 2026Q2: 26,589 shares 26,589 $2.45M 0.63% -1,607 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,177 shares; 2025Q3: 10,082 shares; 2025Q4: 10,056 shares; 2026Q1: 9,811 shares; 2026Q2: 9,610 shares 9,610 $2.44M 0.63% -201 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 24,495 shares; 2025Q3: 25,137 shares; 2025Q4: 28,343 shares; 2026Q1: 28,710 shares; 2026Q2: 29,313 shares 29,313 $2.42M 0.63% +603 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,065 shares; 2025Q3: 2,071 shares; 2025Q4: 2,084 shares; 2026Q1: 2,250 shares; 2026Q2: 2,494 shares 2,494 $2.4M 0.62% +244 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,016 shares; 2025Q3: 16,781 shares; 2025Q4: 16,797 shares; 2026Q1: 17,076 shares; 2026Q2: 17,277 shares 17,277 $2.36M 0.61% +201 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 18,454 shares; 2025Q3: 21,921 shares; 2025Q4: 22,771 shares; 2026Q1: 23,611 shares; 2026Q2: 25,121 shares 25,121 $2.32M 0.6% +1,510 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,510 shares; 2025Q3: 12,625 shares; 2025Q4: 12,826 shares; 2026Q1: 13,325 shares; 2026Q2: 18,779 shares 18,779 $2.31M 0.6% +5,454 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 35,751 shares; 2025Q3: 35,611 shares; 2025Q4: 34,696 shares; 2026Q1: 33,250 shares; 2026Q2: 33,175 shares 33,175 $2.26M 0.58% -75 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,857 shares; 2025Q3: 14,121 shares; 2025Q4: 14,635 shares; 2026Q1: 15,121 shares; 2026Q2: 16,527 shares 16,527 $2.26M 0.58% +1,406 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157,000 shares; 2026Q1: 157,000 shares; 2026Q2: 157,000 shares 157,000 $2.25M 0.58% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,099 shares; 2025Q3: 17,259 shares; 2025Q4: 16,186 shares; 2026Q1: 16,132 shares; 2026Q2: 81,234 shares 81,234 $2.23M 0.58% +65,102 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,519 shares; 2025Q3: 5,424 shares; 2025Q4: 5,377 shares; 2026Q1: 5,140 shares; 2026Q2: 5,215 shares 5,215 $2.17M 0.56% +75 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,740 shares; 2025Q3: 4,372 shares; 2025Q4: 4,323 shares; 2026Q1: 4,309 shares; 2026Q2: 4,170 shares 4,170 $2.09M 0.54% -139 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,562 shares; 2025Q3: 1,672 shares; 2025Q4: 1,655 shares; 2026Q1: 1,902 shares; 2026Q2: 2,056 shares 2,056 $2.08M 0.54% +154 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,449 shares; 2025Q3: 13,344 shares; 2025Q4: 13,312 shares; 2026Q1: 13,487 shares; 2026Q2: 8,765 shares 8,765 $2.07M 0.54% -4,722 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,274 shares; 2025Q3: 13,404 shares; 2025Q4: 13,177 shares; 2026Q1: 13,318 shares; 2026Q2: 13,111 shares 13,111 $2.05M 0.53% -207 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,081 shares 9,081 $2.03M 0.53% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 17,737 shares; 2025Q3: 18,930 shares; 2025Q4: 17,358 shares; 2026Q1: 16,119 shares; 2026Q2: 14,920 shares 14,920 $2.02M 0.52% -1,199 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,081 shares 9,081 $2.01M 0.52% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,292 shares; 2025Q3: 8,232 shares; 2025Q4: 6,027 shares; 2026Q1: 5,914 shares; 2026Q2: 24,873 shares 24,873 $2M 0.52% +18,959 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,472 shares; 2025Q3: 7,367 shares; 2025Q4: 7,234 shares; 2026Q1: 7,359 shares; 2026Q2: 7,594 shares 7,594 $1.91M 0.49% +235 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,745 shares; 2025Q3: 14,319 shares; 2025Q4: 14,558 shares; 2026Q1: 14,819 shares; 2026Q2: 16,194 shares 16,194 $1.83M 0.47% +1,375 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,129 shares; 2025Q3: 5,423 shares; 2025Q4: 5,515 shares; 2026Q1: 5,663 shares; 2026Q2: 6,295 shares 6,295 $1.83M 0.47% +632 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,123 shares; 2025Q3: 9,554 shares; 2025Q4: 9,615 shares; 2026Q1: 9,371 shares; 2026Q2: 9,341 shares 9,341 $1.73M 0.45% -30 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,237 shares; 2025Q3: 13,406 shares; 2025Q4: 13,681 shares; 2026Q1: 13,743 shares; 2026Q2: 13,600 shares 13,600 $1.72M 0.44% -143 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 31,715 shares; 2025Q3: 31,835 shares; 2025Q4: 31,814 shares; 2026Q1: 29,910 shares; 2026Q2: 29,657 shares 29,657 $1.72M 0.44% -253 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 25,110 shares; 2025Q3: 24,815 shares; 2025Q4: 22,614 shares; 2026Q1: 25,149 shares; 2026Q2: 26,582 shares 26,582 $1.61M 0.41% +1,433 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 22,862 shares; 2025Q3: 23,797 shares; 2025Q4: 31,023 shares; 2026Q1: 31,515 shares; 2026Q2: 30,478 shares 30,478 $1.52M 0.39% -1,037 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,530 shares; 2025Q3: 8,530 shares; 2025Q4: 8,530 shares; 2026Q1: 10,430 shares; 2026Q2: 11,891 shares 11,891 $1.48M 0.38% +1,461 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 10,200 shares; 2026Q2: 14,200 shares 14,200 $1.33M 0.34% +4,000 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,020 shares; 2025Q3: 12,740 shares; 2025Q4: 12,824 shares; 2026Q1: 13,249 shares; 2026Q2: 15,904 shares 15,904 $1.32M 0.34% +2,655 Timeline RPV 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 23,940 shares; 2025Q3: 23,735 shares; 2025Q4: 23,639 shares; 2026Q1: 26,010 shares; 2026Q2: 11,535 shares 11,535 $1.31M 0.34% -14,475 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,012 shares; 2026Q1: 21,686 shares; 2026Q2: 21,761 shares 21,761 $1.31M 0.34% +75 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 14,590 shares; 2025Q3: 14,590 shares; 2025Q4: 14,740 shares; 2026Q1: 14,940 shares; 2026Q2: 26,120 shares 26,120 $1.29M 0.33% +11,180 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $1.27M 0.33% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,755 shares; 2025Q3: 8,565 shares; 2025Q4: 8,538 shares; 2026Q1: 8,719 shares; 2026Q2: 8,485 shares 8,485 $1.24M 0.32% -234 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,165 shares; 2025Q3: 5,425 shares; 2025Q4: 5,240 shares; 2026Q1: 6,240 shares; 2026Q2: 6,120 shares 6,120 $1.24M 0.32% -120 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,520 shares; 2025Q3: 7,520 shares; 2025Q4: 7,520 shares; 2026Q1: 7,520 shares; 2026Q2: 7,580 shares 7,580 $1.2M 0.31% +60 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 20,262 shares; 2025Q3: 21,560 shares; 2025Q4: 21,430 shares; 2026Q1: 21,402 shares; 2026Q2: 22,268 shares 22,268 $1.17M 0.3% +866 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,087 shares; 2025Q3: 8,342 shares; 2025Q4: 8,327 shares; 2026Q1: 8,107 shares; 2026Q2: 5,990 shares 5,990 $1.16M 0.3% -2,117 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares; 2026Q2: 2,220 shares 2,220 $1.13M 0.29% +700 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 265 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 205 shares; 2026Q2: 9,451 shares 9,451 $1.1M 0.29% +9,246 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 13,000 shares; 2025Q3: 14,450 shares; 2025Q4: 14,450 shares; 2026Q1: 14,450 shares; 2026Q2: 14,450 shares 14,450 $1.04M 0.27% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,400 shares; 2025Q3: 6,213 shares; 2025Q4: 6,263 shares; 2026Q1: 6,635 shares; 2026Q2: 8,021 shares 8,021 $1.03M 0.27% +1,386 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,524 shares; 2025Q3: 2,554 shares; 2025Q4: 2,558 shares; 2026Q1: 2,638 shares; 2026Q2: 2,725 shares 2,725 $987K 0.26% +87 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,960 shares; 2025Q3: 3,810 shares; 2025Q4: 3,784 shares; 2026Q1: 3,684 shares; 2026Q2: 3,475 shares 3,475 $973K 0.25% -209 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,130 shares; 2025Q3: 7,085 shares; 2025Q4: 6,995 shares; 2026Q1: 6,865 shares; 2026Q2: 1,263 shares 1,263 $946K 0.24% -5,602 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,056 shares; 2025Q3: 7,131 shares; 2025Q4: 7,157 shares; 2026Q1: 7,476 shares; 2026Q2: 7,609 shares 7,609 $898K 0.23% +133 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,410 shares; 2025Q3: 9,410 shares; 2025Q4: 9,360 shares; 2026Q1: 9,415 shares; 2026Q2: 9,480 shares 9,480 $885K 0.23% +65 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,603 shares; 2025Q3: 2,783 shares; 2025Q4: 2,917 shares; 2026Q1: 2,997 shares; 2026Q2: 2,984 shares 2,984 $875K 0.23% -13 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,137 shares; 2025Q3: 6,443 shares; 2025Q4: 5,665 shares; 2026Q1: 5,753 shares; 2026Q2: 5,945 shares 5,945 $871K 0.23% +192 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,980 shares; 2025Q3: 10,980 shares; 2025Q4: 10,980 shares; 2026Q1: 10,980 shares; 2026Q2: 10,980 shares 10,980 $825K 0.21% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,705 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares; 2026Q1: 2,755 shares; 2026Q2: 2,925 shares 2,925 $796K 0.21% +170 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares; 2026Q2: 1,565 shares 1,565 $777K 0.2% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,073 shares; 2025Q3: 9,583 shares; 2025Q4: 10,286 shares; 2026Q1: 10,741 shares; 2026Q2: 6,537 shares 6,537 $768K 0.2% -4,204 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,692 shares; 2025Q3: 8,056 shares; 2025Q4: 8,221 shares; 2026Q1: 8,438 shares; 2026Q2: 8,936 shares 8,936 $759K 0.2% +498 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,065 shares; 2025Q3: 16,490 shares; 2025Q4: 16,450 shares; 2026Q1: 16,350 shares; 2026Q2: 15,713 shares 15,713 $753K 0.19% -637 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 1,200 shares; 2026Q1: 2,830 shares; 2026Q2: 8,245 shares 8,245 $747K 0.19% +5,415 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 10,721 shares; 2025Q3: 11,561 shares; 2025Q4: 11,769 shares; 2026Q1: 14,741 shares; 2026Q2: 15,694 shares 15,694 $746K 0.19% +953 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,180 shares; 2025Q3: 3,780 shares; 2025Q4: 3,780 shares; 2026Q1: 3,780 shares; 2026Q2: 3,780 shares 3,780 $740K 0.19% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,295 shares; 2025Q3: 10,050 shares; 2025Q4: 10,050 shares; 2026Q1: 10,050 shares; 2026Q2: 9,530 shares 9,530 $739K 0.19% -520 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 520 shares; 2026Q1: 420 shares; 2026Q2: 425 shares 425 $721K 0.19% +5 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,023 shares; 2025Q3: 5,098 shares; 2025Q4: 5,313 shares; 2026Q1: 5,996 shares; 2026Q2: 6,700 shares 6,700 $697K 0.18% +704 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,203 shares; 2025Q3: 1,403 shares; 2025Q4: 1,378 shares; 2026Q1: 1,363 shares; 2026Q2: 1,362 shares 1,362 $694K 0.18% -1 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,700 shares; 2025Q3: 2,720 shares; 2025Q4: 2,240 shares; 2026Q1: 1,925 shares; 2026Q2: 1,925 shares 1,925 $688K 0.18% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 16,200 shares 16,200 $659K 0.17% +5,200 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 29,990 shares; 2025Q3: 22,990 shares; 2025Q4: 31,680 shares; 2026Q1: 26,680 shares; 2026Q2: 20,680 shares 20,680 $631K 0.16% -6,000 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $621K 0.16% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,095 shares; 2025Q3: 8,490 shares; 2025Q4: 8,671 shares; 2026Q1: 8,761 shares; 2026Q2: 14,223 shares 14,223 $602K 0.16% +5,462 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,996 shares; 2025Q3: 1,971 shares; 2025Q4: 1,881 shares; 2026Q1: 1,631 shares; 2026Q2: 1,536 shares 1,536 $594K 0.15% -95 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,790 shares; 2025Q3: 3,790 shares; 2025Q4: 3,430 shares; 2026Q1: 3,430 shares; 2026Q2: 3,430 shares 3,430 $575K 0.15% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,215 shares; 2025Q3: 4,264 shares; 2025Q4: 4,008 shares; 2026Q1: 3,326 shares; 2026Q2: 3,537 shares 3,537 $554K 0.14% +211 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,400 shares; 2025Q3: 5,340 shares; 2025Q4: 7,640 shares; 2026Q1: 9,565 shares; 2026Q2: 8,900 shares 8,900 $531K 0.14% -665 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 10,430 shares; 2026Q2: 10,430 shares 10,430 $512K 0.13% 0 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,362 shares; 2026Q1: 1,362 shares; 2026Q2: 2,600 shares 2,600 $508K 0.13% +1,238 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,915 shares; 2026Q1: 1,880 shares; 2026Q2: 1,855 shares 1,855 $501K 0.13% -25 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; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,800 shares 2,800 $497K 0.13% +250 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 1,655 shares; 2026Q1: 1,655 shares; 2026Q2: 1,655 shares 1,655 $493K 0.13% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,410 shares; 2025Q3: 8,000 shares; 2025Q4: 11,400 shares; 2026Q1: 14,335 shares; 2026Q2: 13,235 shares 13,235 $480K 0.12% -1,100 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,075 shares; 2026Q2: 1,075 shares 1,075 $480K 0.12% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $476K 0.12% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 3,050 shares 3,050 $470K 0.12% +2,700 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,374 shares; 2025Q3: 5,374 shares; 2025Q4: 6,854 shares; 2026Q1: 6,929 shares; 2026Q2: 6,430 shares 6,430 $468K 0.12% -499 Timeline DFSV 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 12,000 shares 12,000 $465K 0.12% +7,900 Timeline RZV 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,800 shares 2,800 $417K 0.11% +500 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,261 shares; 2025Q3: 4,429 shares; 2025Q4: 3,664 shares; 2026Q1: 2,322 shares; 2026Q2: 1,997 shares 1,997 $409K 0.11% -325 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $405K 0.1% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,155 shares; 2025Q3: 7,575 shares; 2025Q4: 7,488 shares; 2026Q1: 8,048 shares; 2026Q2: 9,161 shares 9,161 $391K 0.1% +1,113 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,205 shares; 2025Q3: 4,915 shares; 2025Q4: 4,895 shares; 2026Q1: 4,855 shares; 2026Q2: 3,279 shares 3,279 $386K 0.1% -1,576 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,650 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares; 2026Q2: 8,200 shares 8,200 $382K 0.1% 0 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $372K 0.1% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,150 shares; 2025Q3: 1,550 shares; 2025Q4: 2,050 shares; 2026Q1: 3,820 shares; 2026Q2: 5,170 shares 5,170 $354K 0.09% +1,350 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,391 shares; 2025Q3: 3,561 shares; 2025Q4: 1,566 shares; 2026Q1: 2,566 shares; 2026Q2: 2,235 shares 2,235 $338K 0.09% -331 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,750 shares; 2025Q3: 8,640 shares; 2025Q4: 8,470 shares; 2026Q1: 9,680 shares; 2026Q2: 10,529 shares 10,529 $334K 0.09% +849 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,380 shares; 2025Q3: 2,330 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares; 2026Q2: 2,260 shares 2,260 $327K 0.08% -50 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,368 shares; 2025Q3: 3,328 shares; 2025Q4: 3,233 shares; 2026Q1: 3,278 shares; 2026Q2: 2,977 shares 2,977 $327K 0.08% -301 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares; 2026Q2: 1,600 shares 1,600 $323K 0.08% +120 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,285 shares; 2025Q3: 1,285 shares; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares; 2026Q2: 1,210 shares 1,210 $301K 0.08% -55 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,530 shares; 2026Q2: 6,960 shares 6,960 $297K 0.08% -570 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,265 shares; 2025Q3: 3,215 shares; 2025Q4: 3,215 shares; 2026Q1: 3,115 shares; 2026Q2: 3,015 shares 3,015 $289K 0.07% -100 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,550 shares 2,550 $277K 0.07% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,574 shares; 2026Q1: 9,251 shares; 2026Q2: 11,126 shares 11,126 $274K 0.07% +1,875 Timeline JPEM 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 585 shares; 2025Q3: 2,655 shares; 2025Q4: 3,055 shares; 2026Q1: 4,255 shares; 2026Q2: 4,255 shares 4,255 $267K 0.07% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 876 shares; 2026Q2: 876 shares 876 $262K 0.07% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,390 shares; 2025Q3: 5,390 shares; 2025Q4: 5,390 shares; 2026Q1: 5,390 shares; 2026Q2: 5,390 shares 5,390 $256K 0.07% 0 Timeline VPG VISHAY PRECISION GROUP INC More: the full row for VISHAY PRECISION GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $240K 0.06% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 930 shares; 2026Q1: 930 shares; 2026Q2: 930 shares 930 $233K 0.06% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 8,474 shares; 2025Q3: 10,179 shares; 2025Q4: 9,317 shares; 2026Q1: 2,061 shares; 2026Q2: 2,389 shares 2,389 $230K 0.06% +328 Timeline NEWP NEW PAC METALS CORP More: the full row for NEW PAC METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,000 shares; 2026Q1: 38,000 shares; 2026Q2: 38,000 shares 38,000 $218K 0.06% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $214K 0.06% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,335 shares; 2026Q2: 1,313 shares 1,313 $208K 0.05% -22 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 555 shares; 2025Q3: 525 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $206K 0.05% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $201K 0.05% 0 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,140 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140 $198K 0.05% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 813 shares; 2025Q3: 942 shares; 2025Q4: 1,006 shares; 2026Q1: 1,152 shares; 2026Q2: 1,189 shares 1,189 $194K 0.05% +37 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $188K 0.05% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 585 shares 585 $174K 0.05% -65 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares; 2026Q2: 2,285 shares 2,285 $166K 0.04% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 965 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 740 shares 740 $163K 0.04% -120 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 9,235 shares; 2025Q3: 8,405 shares; 2025Q4: 6,925 shares; 2026Q1: 6,925 shares; 2026Q2: 6,560 shares 6,560 $161K 0.04% -365 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,740 shares; 2026Q2: 3,533 shares 3,533 $147K 0.04% +1,793 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,093 shares; 2025Q3: 5,093 shares; 2025Q4: 2,955 shares; 2026Q1: 2,955 shares; 2026Q2: 2,955 shares 2,955 $146K 0.04% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 530 shares; 2025Q3: 683 shares; 2025Q4: 830 shares; 2026Q1: 1,094 shares; 2026Q2: 1,653 shares 1,653 $142K 0.04% +559 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $141K 0.04% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $140K 0.04% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,252 shares; 2025Q3: not reported; 2025Q4: 3,042 shares; 2026Q1: 3,042 shares; 2026Q2: 1,107 shares 1,107 $134K 0.03% -1,935 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $131K 0.03% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $127K 0.03% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,897 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 1,272 shares 1,272 $123K 0.03% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $122K 0.03% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 21,998 shares; 2025Q3: 23,998 shares; 2025Q4: 7,792 shares; 2026Q1: 3,481 shares; 2026Q2: 2,415 shares 2,415 $118K 0.03% -1,066 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $117K 0.03% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 882 shares; 2025Q3: 882 shares; 2025Q4: 882 shares; 2026Q1: 882 shares; 2026Q2: 882 shares 882 $116K 0.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 720 shares 720 $113K 0.03% +245 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $108K 0.03% 0 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $105K 0.03% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $94.6K 0.02% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $94.5K 0.02% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares; 2026Q2: 1,438 shares 1,438 $91.4K 0.02% 0 Timeline NC NACCO INDS INC More: the full row for NACCO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,820 shares 1,820 $91.1K 0.02% +820 Timeline CVLG COVENANT LOGISTICS GROUP INC More: the full row for COVENANT LOGISTICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $88.4K 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $88.2K 0.02% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $86.7K 0.02% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,585 shares; 2025Q3: 1,585 shares; 2025Q4: 1,585 shares; 2026Q1: 1,585 shares; 2026Q2: 1,585 shares 1,585 $85.3K 0.02% 0 Timeline FRD FRIEDMAN INDS INC More: the full row for FRIEDMAN INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,097 shares; 2025Q3: 2,097 shares; 2025Q4: 2,097 shares; 2026Q1: 2,097 shares; 2026Q2: 2,597 shares 2,597 $83.6K 0.02% +500 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares; 2026Q2: 1,620 shares 1,620 $82.7K 0.02% 0 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $77.5K 0.02% 0 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $76.8K 0.02% 0 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 325 shares 325 $74.3K 0.02% -165 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $72.7K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 325 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $72.4K 0.02% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $71.2K 0.02% 0 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 343 shares; 2026Q2: 343 shares 343 $68.8K 0.02% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares; 2026Q2: 1,190 shares 1,190 $68.4K 0.02% 0 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 835 shares; 2026Q1: 835 shares; 2026Q2: 835 shares 835 $67.8K 0.02% 0 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,954 shares; 2026Q1: 2,954 shares; 2026Q2: 2,954 shares 2,954 $66.5K 0.02% 0 Timeline NGS NATURAL GAS SVCS GROUP INC More: the full row for NATURAL GAS SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares; 2026Q2: 1,537 shares 1,537 $66.3K 0.02% 0 Timeline RCKY ROCKY BRANDS INC More: the full row for ROCKY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $61.9K 0.02% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,595 shares; 2025Q3: 1,335 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $61K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $57.1K 0.01% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180 shares 180 $56.7K 0.01% new 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $54.4K 0.01% 0 Timeline RGS REGIS CORPORATION More: the full row for REGIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,900 shares 1,900 $53.2K 0.01% +300 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,400 shares; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $52.6K 0.01% 0 Timeline MG MISTRAS GROUP INC More: the full row for MISTRAS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $52.4K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $50.8K 0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 220 shares; 2026Q2: 275 shares 275 $47.7K 0.01% +55 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 750 shares 750 $47.7K 0.01% +150 Timeline EELV 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 loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,300 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $47.3K 0.01% 0 Timeline CMT CORE MOLDING TECHNOLOGIES IN More: the full row for CORE MOLDING TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $47.2K 0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $47.1K 0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $46.4K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 515 shares 515 $46K 0.01% +285 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $45.8K 0.01% 0 Timeline OIS OIL STS INTL INC More: the full row for OIL STS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,769 shares; 2026Q1: 4,769 shares; 2026Q2: 5,659 shares 5,659 $45.3K 0.01% +890 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 800 shares 800 $44.9K 0.01% -200 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $44.6K 0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $43.6K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $42K 0.01% 0 Timeline EZA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 330 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $41.7K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 185 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 153 shares; 2026Q2: 78 shares 78 $40.7K 0.01% -75 Timeline GASS STEALTHGAS INC More: the full row for STEALTHGAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,000 shares; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $39.5K 0.01% 0 Timeline PKOH PARK-OHIO HLDGS CORP More: the full row for PARK-OHIO HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $38.5K 0.01% 0 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $36.5K 0.01% 0 Timeline AMPY AMPLIFY ENERGY CORP NEW More: the full row for AMPLIFY ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 9,000 shares 9,000 $35.8K 0.01% +4,000 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $35.7K 0.01% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 300 shares 300 $35K 0.01% +100 Timeline USNA USANA HEALTH SCIENCES INC More: the full row for USANA HEALTH SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $34.2K 0.01% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 1,340 shares 1,340 $32.8K 0.01% +670 Timeline CMCO COLUMBUS MCKINNON CORP N Y More: the full row for COLUMBUS MCKINNON CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,150 shares 2,150 $32.5K 0.01% new Timeline PANL PANGAEA LOGISTICS SOLUTION L More: the full row for PANGAEA LOGISTICS SOLUTION L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 5,000 shares; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $32.5K 0.01% 0 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $32.2K 0.01% new Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $31.9K 0.01% 0 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $31.4K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 90 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $31.3K 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $31.1K 0.01% new Timeline MHH MASTECH HLDGS INC More: the full row for MASTECH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $30.9K 0.01% new Timeline HDSN HUDSON TECHNOLOGIES INC More: the full row for HUDSON TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,300 shares 5,300 $30.4K 0.01% new Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $29.9K 0.01% 0 Timeline KGEI KOLIBRI GLOBAL ENERGY INC More: the full row for KOLIBRI GLOBAL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $29.9K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 360 shares 360 $29.7K 0.01% +300 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $29.5K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 2,477 shares; 2025Q3: 801 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 253 shares 253 $27.2K 0.01% -132 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 1,500 shares; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 2,000 shares 2,000 $26.7K 0.01% +500 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,323 shares; 2026Q1: 982 shares; 2026Q2: 298 shares 298 $26.4K 0.01% -684 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $26.4K 0.01% 0 Timeline BOOM DMC GLOBAL INC More: the full row for DMC GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $25K 0.01% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 300 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $24.6K 0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 407 shares; 2026Q1: 359 shares; 2026Q2: 249 shares 249 $24.5K 0.01% -110 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 140 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $23.1K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 705 shares; 2025Q3: 640 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 120 shares 120 $22.9K 0.01% -80 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $22.9K 0.01% 0 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $19.9K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $19.2K <0.01% 0 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $18.7K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 450 shares; 2025Q3: 360 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $17.7K <0.01% 0 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares; 2026Q2: 1,090 shares 1,090 $16.4K <0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 337 shares 337 $14K <0.01% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $12.8K <0.01% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $12.6K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $12.3K <0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,270 shares; 2026Q1: 1,270 shares; 2026Q2: 102 shares 102 $8.86K <0.01% -1,168 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $8.8K <0.01% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 485 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $8.23K <0.01% 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: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $7.56K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $6.74K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: 7,092 shares; 2025Q3: 7,092 shares; 2025Q4: 6,220 shares; 2026Q1: 6,220 shares; 2026Q2: 155 shares 155 $5.39K <0.01% -6,065 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69 shares; 2026Q2: 11 shares 11 $396 <0.01% -58 Timeline