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: 190,421 shares; 2024Q4: 190,821 shares; 2025Q1: 190,021 shares; 2025Q2: 179,026 shares; 2025Q3: 164,720 shares; 2025Q4: 164,117 shares; 2026Q1: 163,771 shares; 2026Q2: 163,294 shares 163,294 $122M 15.87% -477 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: 258,952 shares; 2024Q4: 258,068 shares; 2025Q1: 259,381 shares; 2025Q2: 258,516 shares; 2025Q3: 237,466 shares; 2025Q4: 240,521 shares; 2026Q1: 248,356 shares; 2026Q2: 248,602 shares 248,602 $71.9M 9.36% +246 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: 500,464 shares; 2024Q4: 493,830 shares; 2025Q1: 494,620 shares; 2025Q2: 381,483 shares; 2025Q3: 381,658 shares; 2025Q4: 341,236 shares; 2026Q1: 339,277 shares; 2026Q2: 257,859 shares 257,859 $27.7M 3.61% -81,418 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: 45,716 shares; 2024Q4: 44,529 shares; 2025Q1: 44,000 shares; 2025Q2: 41,101 shares; 2025Q3: 38,669 shares; 2025Q4: 36,571 shares; 2026Q1: 36,974 shares; 2026Q2: 37,961 shares 37,961 $26.1M 3.39% +987 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: 140,676 shares; 2024Q4: 108,944 shares; 2025Q1: 109,725 shares; 2025Q2: 109,955 shares; 2025Q3: 104,702 shares; 2025Q4: 109,804 shares; 2026Q1: 108,613 shares; 2026Q2: 109,112 shares 109,112 $26M 3.38% +499 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: 53,519 shares; 2024Q4: 52,743 shares; 2025Q1: 55,026 shares; 2025Q2: 54,044 shares; 2025Q3: 52,903 shares; 2025Q4: 57,606 shares; 2026Q1: 56,069 shares; 2026Q2: 56,265 shares 56,265 $19.9M 2.59% +196 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: 102,402 shares; 2024Q4: 100,407 shares; 2025Q1: 101,048 shares; 2025Q2: 100,163 shares; 2025Q3: 81,777 shares; 2025Q4: 98,272 shares; 2026Q1: 97,788 shares; 2026Q2: 98,090 shares 98,090 $19.6M 2.55% +302 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,859 shares; 2024Q4: 131,871 shares; 2025Q1: 167,092 shares; 2025Q2: 144,040 shares; 2025Q3: 134,953 shares; 2025Q4: 138,607 shares; 2026Q1: 135,121 shares; 2026Q2: 128,700 shares 128,700 $18.3M 2.38% -6,421 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: 58,758 shares; 2024Q4: 53,721 shares; 2025Q1: 55,703 shares; 2025Q2: 55,570 shares; 2025Q3: 48,684 shares; 2025Q4: 49,770 shares; 2026Q1: 48,750 shares; 2026Q2: 49,121 shares 49,121 $17.6M 2.28% +371 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: 41,658 shares; 2024Q4: 41,600 shares; 2025Q1: 42,634 shares; 2025Q2: 41,679 shares; 2025Q3: 36,044 shares; 2025Q4: 39,341 shares; 2026Q1: 39,014 shares; 2026Q2: 39,310 shares 39,310 $14.7M 1.91% +296 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,883 shares; 2024Q4: 6,883 shares; 2025Q1: 6,883 shares; 2025Q2: 6,883 shares; 2025Q3: 17,703 shares; 2025Q4: 10,687 shares; 2026Q1: 82 shares; 2026Q2: 454,643 shares 454,643 $14.3M 1.86% +454,561 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: 824 shares; 2024Q4: 824 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 27,803 shares; 2025Q4: 27,658 shares; 2026Q1: 27,191 shares; 2026Q2: 27,103 shares 27,103 $13.6M 1.76% -88 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: 46,233 shares; 2024Q4: 46,991 shares; 2025Q1: 46,984 shares; 2025Q2: 40,761 shares; 2025Q3: 33,695 shares; 2025Q4: 33,295 shares; 2026Q1: 31,987 shares; 2026Q2: 127,670 shares 127,670 $10.3M 1.34% +95,683 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: 22,742 shares; 2024Q4: 23,308 shares; 2025Q1: 26,760 shares; 2025Q2: 26,783 shares; 2025Q3: 26,927 shares; 2025Q4: 51,920 shares; 2026Q1: 51,837 shares; 2026Q2: 51,055 shares 51,055 $9.73M 1.27% -782 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,695 shares; 2024Q4: 78,822 shares; 2025Q1: 84,817 shares; 2025Q2: 55,616 shares; 2025Q3: 50,397 shares; 2025Q4: 50,035 shares; 2026Q1: 46,812 shares; 2026Q2: 43,163 shares 43,163 $9.41M 1.22% -3,649 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: 12,535 shares; 2024Q4: 12,283 shares; 2025Q1: 14,152 shares; 2025Q2: 12,959 shares; 2025Q3: 12,088 shares; 2025Q4: 18,449 shares; 2026Q1: 18,271 shares; 2026Q2: 19,441 shares 19,441 $8.18M 1.06% +1,170 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,754 shares; 2024Q4: 21,754 shares; 2025Q1: 19,929 shares; 2025Q2: 21,264 shares; 2025Q3: 21,264 shares; 2025Q4: 21,264 shares; 2026Q1: 21,264 shares; 2026Q2: 21,264 shares 21,264 $7.78M 1.01% 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: 5,440 shares; 2024Q4: 12,479 shares; 2025Q1: 4,426 shares; 2025Q2: 9,548 shares; 2025Q3: 8,843 shares; 2025Q4: 8,471 shares; 2026Q1: 8,462 shares; 2026Q2: 61,675 shares 61,675 $7.37M 0.96% +53,213 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: 35,027 shares; 2024Q4: 34,078 shares; 2025Q1: 34,729 shares; 2025Q2: 25,918 shares; 2025Q3: 21,566 shares; 2025Q4: 22,386 shares; 2026Q1: 21,891 shares; 2026Q2: 21,837 shares 21,837 $5.55M 0.72% -54 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,958 shares; 2024Q4: 86,373 shares; 2025Q1: 79,993 shares; 2025Q2: 55,867 shares; 2025Q3: 36,866 shares; 2025Q4: 35,979 shares; 2026Q1: 34,434 shares; 2026Q2: 34,119 shares 34,119 $5.35M 0.7% -315 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: 38,194 shares; 2024Q4: 38,987 shares; 2025Q1: 38,349 shares; 2025Q2: 37,417 shares; 2025Q3: 36,105 shares; 2025Q4: 36,230 shares; 2026Q1: 36,158 shares; 2026Q2: 36,197 shares 36,197 $5.3M 0.69% +39 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 10 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $5.24M 0.68% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,141 shares; 2024Q4: 30,891 shares; 2025Q1: 31,077 shares; 2025Q2: 25,001 shares; 2025Q3: 19,425 shares; 2025Q4: 18,899 shares; 2026Q1: 18,087 shares; 2026Q2: 16,451 shares 16,451 $4.99M 0.65% -1,636 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: 22,248 shares; 2024Q4: 22,003 shares; 2025Q1: 21,921 shares; 2025Q2: 21,889 shares; 2025Q3: 19,984 shares; 2025Q4: 18,990 shares; 2026Q1: 18,973 shares; 2026Q2: 19,010 shares 19,010 $4.78M 0.62% +37 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: 4,704 shares; 2024Q4: 5,516 shares; 2025Q1: 5,025 shares; 2025Q2: 5,011 shares; 2025Q3: 3,566 shares; 2025Q4: 3,840 shares; 2026Q1: 3,864 shares; 2026Q2: 3,909 shares 3,909 $4.69M 0.61% +45 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: 44,236 shares; 2024Q4: 42,663 shares; 2025Q1: 42,031 shares; 2025Q2: 38,851 shares; 2025Q3: 36,352 shares; 2025Q4: 36,590 shares; 2026Q1: 36,254 shares; 2026Q2: 36,199 shares 36,199 $4.65M 0.61% -55 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: 118,900 shares; 2024Q4: 139,476 shares; 2025Q1: 128,333 shares; 2025Q2: 101,488 shares; 2025Q3: 52,644 shares; 2025Q4: 53,766 shares; 2026Q1: 58,103 shares; 2026Q2: 62,686 shares 62,686 $4.47M 0.58% +4,583 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: 35,658 shares; 2024Q4: 36,052 shares; 2025Q1: 39,059 shares; 2025Q2: 33,812 shares; 2025Q3: 24,735 shares; 2025Q4: 25,117 shares; 2026Q1: 25,027 shares; 2026Q2: 25,126 shares 25,126 $4.43M 0.58% +99 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: 20,202 shares; 2024Q4: 16,665 shares; 2025Q1: 17,466 shares; 2025Q2: 16,907 shares; 2025Q3: 11,935 shares; 2025Q4: 13,851 shares; 2026Q1: 13,160 shares; 2026Q2: 13,288 shares 13,288 $4.35M 0.57% +128 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,256 shares; 2024Q4: 16,621 shares; 2025Q1: 18,724 shares; 2025Q2: 17,962 shares; 2025Q3: 20,313 shares; 2025Q4: 21,821 shares; 2026Q1: 14,224 shares; 2026Q2: 14,202 shares 14,202 $4.27M 0.56% -22 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: 78,884 shares; 2024Q4: 80,113 shares; 2025Q1: 71,987 shares; 2025Q2: 55,284 shares; 2025Q3: 42,242 shares; 2025Q4: 45,105 shares; 2026Q1: 41,803 shares; 2026Q2: 43,925 shares 43,925 $4.24M 0.55% +2,122 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,570 shares; 2024Q4: 27,434 shares; 2025Q1: 37,339 shares; 2025Q2: 92,529 shares; 2025Q3: 53,909 shares; 2025Q4: 64,344 shares; 2026Q1: 56,416 shares; 2026Q2: 70,520 shares 70,520 $4.1M 0.53% +14,104 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: 23,780 shares; 2024Q4: 23,780 shares; 2025Q1: 24,500 shares; 2025Q2: 32,210 shares; 2025Q3: 32,210 shares; 2025Q4: 33,260 shares; 2026Q1: 33,947 shares; 2026Q2: 25,767 shares 25,767 $4.07M 0.53% -8,180 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: 3,308 shares; 2024Q4: 4,510 shares; 2025Q1: 4,941 shares; 2025Q2: 4,352 shares; 2025Q3: 4,800 shares; 2025Q4: 2,797 shares; 2026Q1: 3,236 shares; 2026Q2: 3,389 shares 3,389 $3.91M 0.51% +153 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: 13,483 shares; 2024Q4: 12,593 shares; 2025Q1: 13,178 shares; 2025Q2: 13,350 shares; 2025Q3: 9,795 shares; 2025Q4: 9,760 shares; 2026Q1: 9,817 shares; 2026Q2: 9,974 shares 9,974 $3.77M 0.49% +157 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: 146,080 shares; 2024Q4: 144,217 shares; 2025Q1: 122,589 shares; 2025Q2: 89,563 shares; 2025Q3: 59,213 shares; 2025Q4: 58,269 shares; 2026Q1: 59,050 shares; 2026Q2: 62,956 shares 62,956 $3.76M 0.49% +3,906 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: 13,328 shares; 2024Q4: 13,316 shares; 2025Q1: 13,652 shares; 2025Q2: 11,568 shares; 2025Q3: 10,619 shares; 2025Q4: 10,529 shares; 2026Q1: 10,420 shares; 2026Q2: 10,514 shares 10,514 $3.71M 0.48% +94 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: 31,630 shares; 2024Q4: 31,583 shares; 2025Q1: 32,664 shares; 2025Q2: 32,758 shares; 2025Q3: 32,700 shares; 2025Q4: 32,847 shares; 2026Q1: 31,734 shares; 2026Q2: 31,946 shares 31,946 $3.62M 0.47% +212 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: 23,952 shares; 2024Q4: 24,040 shares; 2025Q1: 24,169 shares; 2025Q2: 23,335 shares; 2025Q3: 21,447 shares; 2025Q4: 18,952 shares; 2026Q1: 19,027 shares; 2026Q2: 19,071 shares 19,071 $3.52M 0.46% +44 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,888 shares; 2024Q4: 112,913 shares; 2025Q1: 112,913 shares; 2025Q2: 112,915 shares; 2025Q3: 107,040 shares; 2025Q4: 100,950 shares; 2026Q1: 95,494 shares; 2026Q2: 11,753 shares 11,753 $3.18M 0.41% -83,741 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: 30,561 shares; 2024Q4: 29,606 shares; 2025Q1: 30,061 shares; 2025Q2: 29,742 shares; 2025Q3: 24,425 shares; 2025Q4: 26,508 shares; 2026Q1: 25,708 shares; 2026Q2: 26,790 shares 26,790 $3.15M 0.41% +1,082 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,936 shares; 2024Q4: 17,790 shares; 2025Q1: 17,387 shares; 2025Q2: 9,585 shares; 2025Q3: 9,475 shares; 2025Q4: 9,226 shares; 2026Q1: 9,160 shares; 2026Q2: 8,363 shares 8,363 $3.09M 0.4% -797 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,168 shares; 2024Q4: 3,125 shares; 2025Q1: 3,251 shares; 2025Q2: 3,440 shares; 2025Q3: 3,053 shares; 2025Q4: 3,673 shares; 2026Q1: 3,248 shares; 2026Q2: 3,247 shares 3,247 $3.04M 0.4% -1 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,228 shares; 2024Q4: 19,524 shares; 2025Q1: 19,729 shares; 2025Q2: 19,367 shares; 2025Q3: 18,368 shares; 2025Q4: 19,092 shares; 2026Q1: 19,201 shares; 2026Q2: 19,042 shares 19,042 $2.88M 0.38% -159 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: 8,194 shares; 2024Q4: 8,194 shares; 2025Q1: 3,772 shares; 2025Q2: 4,672 shares; 2025Q3: 4,517 shares; 2025Q4: 3,585 shares; 2026Q1: 3,771 shares; 2026Q2: 3,603 shares 3,603 $2.7M 0.35% -168 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: 6,511 shares; 2024Q4: 6,764 shares; 2025Q1: 7,252 shares; 2025Q2: 7,110 shares; 2025Q3: 6,232 shares; 2025Q4: 7,514 shares; 2026Q1: 7,453 shares; 2026Q2: 7,435 shares 7,435 $2.55M 0.33% -18 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,669 shares; 2024Q4: 18,629 shares; 2025Q1: 18,654 shares; 2025Q2: 18,683 shares; 2025Q3: 18,705 shares; 2025Q4: 18,641 shares; 2026Q1: 19,842 shares; 2026Q2: 19,533 shares 19,533 $2.53M 0.33% -309 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: 25,944 shares; 2024Q4: 25,966 shares; 2025Q1: 30,583 shares; 2025Q2: 10,885 shares; 2025Q3: 10,885 shares; 2025Q4: 10,455 shares; 2026Q1: 10,455 shares; 2026Q2: 10,284 shares 10,284 $2.49M 0.32% -171 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,914 shares; 2025Q2: 22,914 shares; 2025Q3: 22,914 shares; 2025Q4: 22,731 shares; 2026Q1: 22,731 shares; 2026Q2: 25,318 shares 25,318 $2.45M 0.32% +2,587 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: 25,325 shares; 2024Q4: 25,299 shares; 2025Q1: 25,649 shares; 2025Q2: 20,917 shares; 2025Q3: 16,193 shares; 2025Q4: 17,507 shares; 2026Q1: 16,823 shares; 2026Q2: 16,532 shares 16,532 $2.42M 0.32% -291 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,405 shares; 2024Q4: 142,647 shares; 2025Q1: 136,448 shares; 2025Q2: 28,436 shares; 2025Q3: 28,390 shares; 2025Q4: 28,424 shares; 2026Q1: 28,424 shares; 2026Q2: 28,343 shares 28,343 $2.37M 0.31% -81 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,854 shares; 2024Q4: 8,854 shares; 2025Q1: 5,662 shares; 2025Q2: 5,662 shares; 2025Q3: 5,662 shares; 2025Q4: 5,774 shares; 2026Q1: 5,780 shares; 2026Q2: 5,780 shares 5,780 $2.37M 0.31% 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: 8,567 shares; 2024Q4: 8,572 shares; 2025Q1: 8,767 shares; 2025Q2: 8,750 shares; 2025Q3: 8,549 shares; 2025Q4: 8,999 shares; 2026Q1: 8,663 shares; 2026Q2: 8,694 shares 8,694 $2.36M 0.31% +31 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: 5,361 shares; 2024Q4: 5,321 shares; 2025Q1: 5,674 shares; 2025Q2: 5,036 shares; 2025Q3: 5,500 shares; 2025Q4: 5,399 shares; 2026Q1: 5,282 shares; 2026Q2: 5,416 shares 5,416 $2.25M 0.29% +134 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,691 shares; 2024Q4: 43,392 shares; 2025Q1: 43,392 shares; 2025Q2: 43,123 shares; 2025Q3: 43,123 shares; 2025Q4: 43,123 shares; 2026Q1: 44,934 shares; 2026Q2: 63,072 shares 63,072 $2.23M 0.29% +18,138 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,891 shares; 2024Q4: 8,891 shares; 2025Q1: 22,058 shares; 2025Q2: 22,058 shares; 2025Q3: 21,068 shares; 2025Q4: 21,068 shares; 2026Q1: 21,068 shares; 2026Q2: 19,568 shares 19,568 $2.16M 0.28% -1,500 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,076 shares; 2024Q4: 3,298 shares; 2025Q1: 5,417 shares; 2025Q2: 5,468 shares; 2025Q3: 5,260 shares; 2025Q4: 3,285 shares; 2026Q1: 2,986 shares; 2026Q2: 2,908 shares 2,908 $2.14M 0.28% -78 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: 9,410 shares; 2024Q4: 9,468 shares; 2025Q1: 9,599 shares; 2025Q2: 9,024 shares; 2025Q3: 7,746 shares; 2025Q4: 8,083 shares; 2026Q1: 7,815 shares; 2026Q2: 7,771 shares 7,771 $2.1M 0.27% -44 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,151 shares; 2024Q4: 17,840 shares; 2025Q1: 17,751 shares; 2025Q2: 19,105 shares; 2025Q3: 15,630 shares; 2025Q4: 14,737 shares; 2026Q1: 14,951 shares; 2026Q2: 14,968 shares 14,968 $2.09M 0.27% +17 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,740 shares; 2024Q4: 45,386 shares; 2025Q1: 45,329 shares; 2025Q2: 4,039 shares; 2025Q3: 3,476 shares; 2025Q4: 3,391 shares; 2026Q1: 4,146 shares; 2026Q2: 24,201 shares 24,201 $2.08M 0.27% +20,055 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 reported; 2024Q4: 6,344 shares; 2025Q1: 6,344 shares; 2025Q2: 6,346 shares; 2025Q3: 6,355 shares; 2025Q4: 6,358 shares; 2026Q1: 6,359 shares; 2026Q2: 11,689 shares 11,689 $2.03M 0.26% +5,330 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,421 shares; 2024Q4: 19,211 shares; 2025Q1: 18,929 shares; 2025Q2: 18,056 shares; 2025Q3: 17,492 shares; 2025Q4: 17,492 shares; 2026Q1: 14,574 shares; 2026Q2: 14,554 shares 14,554 $2M 0.26% -20 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: 3,721 shares; 2024Q4: 3,977 shares; 2025Q1: 4,973 shares; 2025Q2: 5,127 shares; 2025Q3: 5,274 shares; 2025Q4: 4,502 shares; 2026Q1: 4,537 shares; 2026Q2: 4,537 shares 4,537 $1.96M 0.25% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,407 shares; 2026Q1: 13,957 shares; 2026Q2: 22,720 shares 22,720 $1.88M 0.24% +8,763 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115,848 shares; 2025Q4: 116,466 shares; 2026Q1: 115,848 shares; 2026Q2: 115,848 shares 115,848 $1.82M 0.24% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 352 shares; 2025Q3: 357 shares; 2025Q4: 392 shares; 2026Q1: 409 shares; 2026Q2: 10,224 shares 10,224 $1.82M 0.24% +9,815 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,000 shares 18,000 $1.81M 0.24% new 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: 10,901 shares; 2024Q4: 10,924 shares; 2025Q1: 10,881 shares; 2025Q2: 7,954 shares; 2025Q3: 7,411 shares; 2025Q4: 7,838 shares; 2026Q1: 7,753 shares; 2026Q2: 7,879 shares 7,879 $1.74M 0.23% +126 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,219 shares; 2024Q4: 19,205 shares; 2025Q1: 19,205 shares; 2025Q2: 5,506 shares; 2025Q3: 4,780 shares; 2025Q4: 4,787 shares; 2026Q1: 4,687 shares; 2026Q2: 4,670 shares 4,670 $1.71M 0.22% -17 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,233 shares; 2024Q4: 6,072 shares; 2025Q1: 6,323 shares; 2025Q2: 6,343 shares; 2025Q3: 11,391 shares; 2025Q4: 10,509 shares; 2026Q1: 9,866 shares; 2026Q2: 10,179 shares 10,179 $1.69M 0.22% +313 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: 4,795 shares; 2024Q4: 4,856 shares; 2025Q1: 4,902 shares; 2025Q2: 4,516 shares; 2025Q3: 3,521 shares; 2025Q4: 3,863 shares; 2026Q1: 3,592 shares; 2026Q2: 3,282 shares 3,282 $1.69M 0.22% -310 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,892 shares; 2024Q4: 5,874 shares; 2025Q1: 5,872 shares; 2025Q2: 4,069 shares; 2025Q3: 4,026 shares; 2025Q4: 3,746 shares; 2026Q1: 3,731 shares; 2026Q2: 13,556 shares 13,556 $1.68M 0.22% +9,825 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: 9,479 shares; 2024Q4: 10,207 shares; 2025Q1: 10,613 shares; 2025Q2: 10,970 shares; 2025Q3: 10,177 shares; 2025Q4: 2,865 shares; 2026Q1: 2,659 shares; 2026Q2: 2,896 shares 2,896 $1.68M 0.22% +237 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,578 shares; 2024Q4: 14,999 shares; 2025Q1: 14,979 shares; 2025Q2: 14,494 shares; 2025Q3: 13,560 shares; 2025Q4: 13,133 shares; 2026Q1: 13,270 shares; 2026Q2: 13,282 shares 13,282 $1.68M 0.22% +12 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,853 shares; 2024Q4: 4,809 shares; 2025Q1: 4,506 shares; 2025Q2: 5,894 shares; 2025Q3: 6,706 shares; 2025Q4: 6,582 shares; 2026Q1: 4,608 shares; 2026Q2: 4,505 shares 4,505 $1.66M 0.22% -103 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: 12,381 shares; 2024Q4: 12,385 shares; 2025Q1: 12,385 shares; 2025Q2: 12,268 shares; 2025Q3: 12,168 shares; 2025Q4: 12,162 shares; 2026Q1: 12,162 shares; 2026Q2: 12,162 shares 12,162 $1.6M 0.21% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 8,715 shares; 2025Q2: 8,703 shares; 2025Q3: 9,870 shares; 2025Q4: 10,352 shares; 2026Q1: 10,051 shares; 2026Q2: 10,154 shares 10,154 $1.54M 0.2% +103 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,851 shares; 2026Q1: 13,347 shares; 2026Q2: 28,047 shares 28,047 $1.49M 0.19% +14,700 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,586 shares; 2024Q4: 5,558 shares; 2025Q1: 5,722 shares; 2025Q2: 5,067 shares; 2025Q3: 4,161 shares; 2025Q4: 4,492 shares; 2026Q1: 4,340 shares; 2026Q2: 4,406 shares 4,406 $1.49M 0.19% +66 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: 6,406 shares; 2024Q4: 6,406 shares; 2025Q1: 6,501 shares; 2025Q2: 5,661 shares; 2025Q3: 3,979 shares; 2025Q4: 3,906 shares; 2026Q1: 4,034 shares; 2026Q2: 4,076 shares 4,076 $1.48M 0.19% +42 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,647 shares; 2024Q4: 6,648 shares; 2025Q1: 6,900 shares; 2025Q2: 6,391 shares; 2025Q3: 5,215 shares; 2025Q4: 4,973 shares; 2026Q1: 5,103 shares; 2026Q2: 5,174 shares 5,174 $1.45M 0.19% +71 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,948 shares; 2024Q4: 6,295 shares; 2025Q1: 6,359 shares; 2025Q2: 6,012 shares; 2025Q3: 6,019 shares; 2025Q4: 5,899 shares; 2026Q1: 5,978 shares; 2026Q2: 5,970 shares 5,970 $1.45M 0.19% -8 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,623 shares; 2025Q1: 5,946 shares; 2025Q2: 5,593 shares; 2025Q3: 4,181 shares; 2025Q4: 3,079 shares; 2026Q1: 3,161 shares; 2026Q2: 3,279 shares 3,279 $1.42M 0.18% +118 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,773 shares; 2024Q4: 22,225 shares; 2025Q1: 22,647 shares; 2025Q2: 22,219 shares; 2025Q3: 19,610 shares; 2025Q4: 18,057 shares; 2026Q1: 17,449 shares; 2026Q2: 15,375 shares 15,375 $1.4M 0.18% -2,074 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: 2,764 shares; 2024Q4: 3,320 shares; 2025Q1: 3,948 shares; 2025Q2: 3,937 shares; 2025Q3: 3,560 shares; 2025Q4: 3,810 shares; 2026Q1: 3,323 shares; 2026Q2: 3,347 shares 3,347 $1.33M 0.17% +24 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,528 shares; 2024Q4: 2,528 shares; 2025Q1: 2,528 shares; 2025Q2: 2,078 shares; 2025Q3: 1,799 shares; 2025Q4: 1,799 shares; 2026Q1: 1,799 shares; 2026Q2: 1,799 shares 1,799 $1.27M 0.16% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,112 shares; 2024Q4: 1,170 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 984 shares; 2025Q4: 1,180 shares; 2026Q1: 930 shares; 2026Q2: 925 shares 925 $1.26M 0.16% -5 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: 7,773 shares; 2024Q4: 10,476 shares; 2025Q1: 11,245 shares; 2025Q2: 11,303 shares; 2025Q3: 7,982 shares; 2025Q4: 7,811 shares; 2026Q1: 8,412 shares; 2026Q2: 8,411 shares 8,411 $1.22M 0.16% -1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,832 shares; 2025Q3: 919 shares; 2025Q4: 1,552 shares; 2026Q1: 1,634 shares; 2026Q2: 1,645 shares 1,645 $1.19M 0.15% +11 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,653 shares; 2024Q4: 236,653 shares; 2025Q1: 236,653 shares; 2025Q2: 251,790 shares; 2025Q3: 237,443 shares; 2025Q4: 260,484 shares; 2026Q1: 260,484 shares; 2026Q2: 201,018 shares 201,018 $1.19M 0.15% -59,466 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,769 shares; 2024Q4: 21,769 shares; 2025Q1: 21,769 shares; 2025Q2: 20,630 shares; 2025Q3: 20,630 shares; 2025Q4: 21,710 shares; 2026Q1: 21,710 shares; 2026Q2: 21,626 shares 21,626 $1.18M 0.15% -84 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: 4,190 shares; 2024Q4: 4,195 shares; 2025Q1: 4,161 shares; 2025Q2: 4,161 shares; 2025Q3: 4,161 shares; 2025Q4: 4,170 shares; 2026Q1: 4,160 shares; 2026Q2: 4,170 shares 4,170 $1.17M 0.15% +10 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,493 shares; 2024Q4: 12,493 shares; 2025Q1: 13,947 shares; 2025Q2: 4,407 shares; 2025Q3: 4,431 shares; 2025Q4: 4,337 shares; 2026Q1: 4,240 shares; 2026Q2: 3,776 shares 3,776 $1.16M 0.15% -464 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: 12,466 shares; 2024Q4: 12,466 shares; 2025Q1: 12,752 shares; 2025Q2: 12,745 shares; 2025Q3: 9,016 shares; 2025Q4: 9,035 shares; 2026Q1: 8,567 shares; 2026Q2: 8,245 shares 8,245 $1.15M 0.15% -322 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: 3,732 shares; 2024Q4: 3,725 shares; 2025Q1: 3,975 shares; 2025Q2: 4,022 shares; 2025Q3: 4,075 shares; 2025Q4: 3,893 shares; 2026Q1: 3,819 shares; 2026Q2: 3,865 shares 3,865 $1.15M 0.15% +46 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: 6,895 shares; 2024Q4: 6,669 shares; 2025Q1: 6,912 shares; 2025Q2: 6,873 shares; 2025Q3: 6,206 shares; 2025Q4: 6,149 shares; 2026Q1: 5,978 shares; 2026Q2: 6,018 shares 6,018 $1.14M 0.15% +40 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,018 shares; 2025Q2: 9,018 shares; 2025Q3: 9,018 shares; 2025Q4: 13,647 shares; 2026Q1: 13,647 shares; 2026Q2: 13,647 shares 13,647 $1.13M 0.15% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389 shares; 2024Q4: 391 shares; 2025Q1: 306 shares; 2025Q2: 307 shares; 2025Q3: 309 shares; 2025Q4: 700 shares; 2026Q1: 3,004 shares; 2026Q2: 3,011 shares 3,011 $1.13M 0.15% +7 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: 65 shares; 2024Q4: 99 shares; 2025Q1: 114 shares; 2025Q2: 150 shares; 2025Q3: 65 shares; 2025Q4: 585 shares; 2026Q1: 562 shares; 2026Q2: 562 shares 562 $1.12M 0.15% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,754 shares; 2024Q4: 4,762 shares; 2025Q1: 4,671 shares; 2025Q2: 4,685 shares; 2025Q3: 3,979 shares; 2025Q4: 4,660 shares; 2026Q1: 4,419 shares; 2026Q2: 4,527 shares 4,527 $1.11M 0.15% +108 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: 13,654 shares; 2024Q4: 13,969 shares; 2025Q1: 14,118 shares; 2025Q2: 8,936 shares; 2025Q3: 7,602 shares; 2025Q4: 9,087 shares; 2026Q1: 8,299 shares; 2026Q2: 8,232 shares 8,232 $1.11M 0.15% -67 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: 7,880 shares; 2024Q4: 7,880 shares; 2025Q1: 7,880 shares; 2025Q2: 9,105 shares; 2025Q3: 9,085 shares; 2025Q4: 9,846 shares; 2026Q1: 9,752 shares; 2026Q2: 9,737 shares 9,737 $1.11M 0.14% -15 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: 1,008 shares; 2024Q4: 1,008 shares; 2025Q1: 1,114 shares; 2025Q2: 1,036 shares; 2025Q3: 955 shares; 2025Q4: 998 shares; 2026Q1: 1,027 shares; 2026Q2: 1,098 shares 1,098 $1.11M 0.14% +71 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $1.09M 0.14% 0 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: 3,305 shares; 2024Q4: 1,005 shares; 2025Q1: 1,216 shares; 2025Q2: 988 shares; 2025Q3: 965 shares; 2025Q4: 1,061 shares; 2026Q1: 985 shares; 2026Q2: 1,021 shares 1,021 $1.09M 0.14% +36 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,434 shares; 2024Q4: 2,436 shares; 2025Q1: 2,355 shares; 2025Q2: 2,056 shares; 2025Q3: 1,298 shares; 2025Q4: 1,110 shares; 2026Q1: 1,103 shares; 2026Q2: 1,102 shares 1,102 $1.08M 0.14% -1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,778 shares; 2024Q4: 1,783 shares; 2025Q1: 1,852 shares; 2025Q2: 1,850 shares; 2025Q3: 1,108 shares; 2025Q4: 1,694 shares; 2026Q1: 1,658 shares; 2026Q2: 1,682 shares 1,682 $1.07M 0.14% +24 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,741 shares; 2025Q4: 4,398 shares; 2026Q1: 4,397 shares; 2026Q2: 4,397 shares 4,397 $1.06M 0.14% 0 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: 3,460 shares; 2024Q4: 3,505 shares; 2025Q1: 4,118 shares; 2025Q2: 4,275 shares; 2025Q3: 2,464 shares; 2025Q4: 2,293 shares; 2026Q1: 1,771 shares; 2026Q2: 1,871 shares 1,871 $1.05M 0.14% +100 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,830 shares; 2024Q4: 22,830 shares; 2025Q1: 21,030 shares; 2025Q2: 21,030 shares; 2025Q3: 20,922 shares; 2025Q4: 20,922 shares; 2026Q1: 20,922 shares; 2026Q2: 20,922 shares 20,922 $1.04M 0.14% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,155 shares; 2024Q4: 2,235 shares; 2025Q1: 2,267 shares; 2025Q2: 2,308 shares; 2025Q3: 1,911 shares; 2025Q4: 2,012 shares; 2026Q1: 1,984 shares; 2026Q2: 1,979 shares 1,979 $992K 0.13% -5 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,460 shares; 2024Q4: 4,558 shares; 2025Q1: 4,498 shares; 2025Q2: 4,400 shares; 2025Q3: 4,392 shares; 2025Q4: 4,473 shares; 2026Q1: 4,473 shares; 2026Q2: 4,475 shares 4,475 $954K 0.12% +2 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: 32,167 shares; 2024Q4: 26,112 shares; 2025Q1: 25,733 shares; 2025Q2: 18,717 shares; 2025Q3: 15,926 shares; 2025Q4: 11,692 shares; 2026Q1: 11,657 shares; 2026Q2: 11,650 shares 11,650 $947K 0.12% -7 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: 2,494 shares; 2024Q4: 2,612 shares; 2025Q1: 2,625 shares; 2025Q2: 2,525 shares; 2025Q3: 2,545 shares; 2025Q4: 3,727 shares; 2026Q1: 2,852 shares; 2026Q2: 2,954 shares 2,954 $930K 0.12% +102 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,159 shares; 2024Q4: 9,065 shares; 2025Q1: 9,328 shares; 2025Q2: 9,008 shares; 2025Q3: 9,969 shares; 2025Q4: 10,914 shares; 2026Q1: 8,903 shares; 2026Q2: 9,028 shares 9,028 $923K 0.12% +125 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,942 shares; 2024Q4: 3,992 shares; 2025Q1: 3,985 shares; 2025Q2: 3,879 shares; 2025Q3: 2,197 shares; 2025Q4: 2,016 shares; 2026Q1: 2,008 shares; 2026Q2: 2,006 shares 2,006 $920K 0.12% -2 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344 shares; 2024Q4: 87 shares; 2025Q1: 189 shares; 2025Q2: 184 shares; 2025Q3: 172 shares; 2025Q4: 373 shares; 2026Q1: 305 shares; 2026Q2: 2,982 shares 2,982 $900K 0.12% +2,677 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: 35,431 shares; 2024Q4: 25,941 shares; 2025Q1: 26,997 shares; 2025Q2: 25,132 shares; 2025Q3: 15,326 shares; 2025Q4: 18,303 shares; 2026Q1: 17,797 shares; 2026Q2: 15,483 shares 15,483 $882K 0.11% -2,314 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: 6,476 shares; 2024Q4: 6,479 shares; 2025Q1: 6,725 shares; 2025Q2: 6,825 shares; 2025Q3: 6,799 shares; 2025Q4: 6,872 shares; 2026Q1: 6,872 shares; 2026Q2: 6,868 shares 6,868 $869K 0.11% -4 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: 4,837 shares; 2024Q4: 4,830 shares; 2025Q1: 5,238 shares; 2025Q2: 4,414 shares; 2025Q3: 3,473 shares; 2025Q4: 3,389 shares; 2026Q1: 3,429 shares; 2026Q2: 3,355 shares 3,355 $833K 0.11% -74 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: 539 shares; 2024Q4: 539 shares; 2025Q1: 611 shares; 2025Q2: 848 shares; 2025Q3: 505 shares; 2025Q4: 10,052 shares; 2026Q1: 11,571 shares; 2026Q2: 11,512 shares 11,512 $822K 0.11% -59 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,153 shares; 2024Q4: 2,713 shares; 2025Q1: 2,938 shares; 2025Q2: 2,958 shares; 2025Q3: 1,819 shares; 2025Q4: 2,027 shares; 2026Q1: 1,886 shares; 2026Q2: 1,910 shares 1,910 $814K 0.11% +24 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,485 shares; 2026Q1: 13,429 shares; 2026Q2: 13,536 shares 13,536 $814K 0.11% +107 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: 6,985 shares; 2024Q4: 6,876 shares; 2025Q1: 7,944 shares; 2025Q2: 6,843 shares; 2025Q3: 6,632 shares; 2025Q4: 5,927 shares; 2026Q1: 5,803 shares; 2026Q2: 5,865 shares 5,865 $802K 0.1% +62 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,811 shares; 2024Q4: 47,137 shares; 2025Q1: 47,644 shares; 2025Q2: 50,005 shares; 2025Q3: 47,689 shares; 2025Q4: 30,243 shares; 2026Q1: 32,827 shares; 2026Q2: 33,216 shares 33,216 $800K 0.1% +389 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,773 shares; 2024Q4: 9,773 shares; 2025Q1: not reported; 2025Q2: 22,120 shares; 2025Q3: 30,919 shares; 2025Q4: 30,919 shares; 2026Q1: 30,919 shares; 2026Q2: 21,773 shares 21,773 $787K 0.1% -9,146 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: 2,672 shares; 2024Q4: 2,674 shares; 2025Q1: 2,686 shares; 2025Q2: 2,686 shares; 2025Q3: 2,708 shares; 2025Q4: 2,789 shares; 2026Q1: 2,747 shares; 2026Q2: 2,777 shares 2,777 $786K 0.1% +30 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,166 shares; 2024Q4: 3,238 shares; 2025Q1: 3,384 shares; 2025Q2: 3,311 shares; 2025Q3: 3,291 shares; 2025Q4: 4,019 shares; 2026Q1: 3,915 shares; 2026Q2: 3,491 shares 3,491 $782K 0.1% -424 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,316 shares; 2024Q4: 2,316 shares; 2025Q1: 2,323 shares; 2025Q2: 1,872 shares; 2025Q3: 1,379 shares; 2025Q4: 2,109 shares; 2026Q1: 1,869 shares; 2026Q2: 1,930 shares 1,930 $768K 0.1% +61 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,939 shares 13,939 $767K 0.1% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,574 shares; 2024Q4: 13,700 shares; 2025Q1: 13,806 shares; 2025Q2: 13,809 shares; 2025Q3: 14,041 shares; 2025Q4: 13,405 shares; 2026Q1: 13,214 shares; 2026Q2: 13,165 shares 13,165 $759K 0.1% -49 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156 shares; 2024Q4: 173 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 186 shares; 2025Q4: 227 shares; 2026Q1: 231 shares; 2026Q2: 237 shares 237 $757K 0.1% +6 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 2,968 shares; 2025Q1: 2,968 shares; 2025Q2: 2,968 shares; 2025Q3: 2,968 shares; 2025Q4: 2,968 shares; 2026Q1: 2,968 shares; 2026Q2: 2,968 shares 2,968 $749K 0.1% 0 Timeline IVOO 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: 6,488 shares; 2024Q4: 6,488 shares; 2025Q1: 6,488 shares; 2025Q2: 6,488 shares; 2025Q3: 6,488 shares; 2025Q4: 6,488 shares; 2026Q1: 6,488 shares; 2026Q2: 5,670 shares 5,670 $739K 0.1% -818 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,172 shares; 2024Q4: 4,180 shares; 2025Q1: 4,350 shares; 2025Q2: 3,317 shares; 2025Q3: 3,312 shares; 2025Q4: 3,307 shares; 2026Q1: 3,268 shares; 2026Q2: 3,266 shares 3,266 $728K 0.09% -2 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,942 shares; 2024Q4: 1,941 shares; 2025Q1: 2,056 shares; 2025Q2: 2,052 shares; 2025Q3: 2,042 shares; 2025Q4: 2,701 shares; 2026Q1: 2,644 shares; 2026Q2: 2,670 shares 2,670 $722K 0.09% +26 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: 8,778 shares; 2024Q4: 8,953 shares; 2025Q1: 9,349 shares; 2025Q2: 12,899 shares; 2025Q3: 9,462 shares; 2025Q4: 8,428 shares; 2026Q1: 8,672 shares; 2026Q2: 8,695 shares 8,695 $719K 0.09% +23 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,426 shares; 2024Q4: 50,600 shares; 2025Q1: 52,214 shares; 2025Q2: 20,539 shares; 2025Q3: 4,119 shares; 2025Q4: 4,119 shares; 2026Q1: 3,907 shares; 2026Q2: 3,610 shares 3,610 $713K 0.09% -297 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 873 shares; 2025Q1: 874 shares; 2025Q2: 844 shares; 2025Q3: 710 shares; 2025Q4: 741 shares; 2026Q1: 736 shares; 2026Q2: 739 shares 739 $711K 0.09% +3 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,405 shares; 2024Q4: 20,405 shares; 2025Q1: 20,405 shares; 2025Q2: 7,984 shares; 2025Q3: 7,984 shares; 2025Q4: 15,590 shares; 2026Q1: 15,590 shares; 2026Q2: 15,590 shares 15,590 $707K 0.09% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988 shares; 2024Q4: 987 shares; 2025Q1: 1,002 shares; 2025Q2: 1,001 shares; 2025Q3: 990 shares; 2025Q4: 940 shares; 2026Q1: 940 shares; 2026Q2: 941 shares 941 $671K 0.09% +1 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,886 shares; 2024Q4: 1,887 shares; 2025Q1: 2,014 shares; 2025Q2: 2,147 shares; 2025Q3: 1,566 shares; 2025Q4: 1,822 shares; 2026Q1: 1,760 shares; 2026Q2: 1,797 shares 1,797 $666K 0.09% +37 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,434 shares; 2024Q4: 6,434 shares; 2025Q1: 6,497 shares; 2025Q2: 4,640 shares; 2025Q3: 4,062 shares; 2025Q4: 4,115 shares; 2026Q1: 4,085 shares; 2026Q2: 4,093 shares 4,093 $663K 0.09% +8 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,671 shares; 2024Q4: 2,663 shares; 2025Q1: 2,753 shares; 2025Q2: 2,728 shares; 2025Q3: 2,718 shares; 2025Q4: 3,036 shares; 2026Q1: 3,013 shares; 2026Q2: 2,995 shares 2,995 $654K 0.09% -18 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,376 shares; 2024Q4: 4,376 shares; 2025Q1: 4,376 shares; 2025Q2: 4,376 shares; 2025Q3: 4,376 shares; 2025Q4: 4,275 shares; 2026Q1: 3,975 shares; 2026Q2: 3,931 shares 3,931 $647K 0.08% -44 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,459 shares; 2024Q4: 4,465 shares; 2025Q1: 4,490 shares; 2025Q2: 4,454 shares; 2025Q3: 3,725 shares; 2025Q4: 3,959 shares; 2026Q1: 3,945 shares; 2026Q2: 3,946 shares 3,946 $641K 0.08% +1 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 3,688 shares; 2025Q2: 3,687 shares; 2025Q3: 3,705 shares; 2025Q4: 3,716 shares; 2026Q1: 3,711 shares; 2026Q2: 3,712 shares 3,712 $631K 0.08% +1 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,693 shares; 2024Q4: 5,693 shares; 2025Q1: 5,693 shares; 2025Q2: 5,693 shares; 2025Q3: 5,693 shares; 2025Q4: 5,016 shares; 2026Q1: 5,016 shares; 2026Q2: 4,288 shares 4,288 $628K 0.08% -728 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,402 shares; 2024Q4: 4,515 shares; 2025Q1: 4,314 shares; 2025Q2: 3,800 shares; 2025Q3: 3,255 shares; 2025Q4: 3,319 shares; 2026Q1: 3,241 shares; 2026Q2: 3,278 shares 3,278 $624K 0.08% +37 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,248 shares; 2024Q4: 4,248 shares; 2025Q1: 4,248 shares; 2025Q2: 3,843 shares; 2025Q3: 3,843 shares; 2025Q4: 3,843 shares; 2026Q1: 3,843 shares; 2026Q2: 3,811 shares 3,811 $623K 0.08% -32 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,865 shares; 2024Q4: 4,859 shares; 2025Q1: 4,881 shares; 2025Q2: 4,871 shares; 2025Q3: 3,657 shares; 2025Q4: 3,702 shares; 2026Q1: 3,639 shares; 2026Q2: 3,664 shares 3,664 $611K 0.08% +25 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: 561 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 8,414 shares; 2025Q3: 6,593 shares; 2025Q4: 6,686 shares; 2026Q1: 6,638 shares; 2026Q2: 6,622 shares 6,622 $610K 0.08% -16 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 1,127 shares; 2026Q1: 1,095 shares; 2026Q2: 1,174 shares 1,174 $609K 0.08% +79 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,285 shares; 2024Q4: 16,053 shares; 2025Q1: 16,053 shares; 2025Q2: 10,900 shares; 2025Q3: 10,900 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares; 2026Q2: 10,900 shares 10,900 $573K 0.07% 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: 9,179 shares; 2024Q4: 9,521 shares; 2025Q1: 9,613 shares; 2025Q2: 9,304 shares; 2025Q3: 7,542 shares; 2025Q4: 4,948 shares; 2026Q1: 5,661 shares; 2026Q2: 5,832 shares 5,832 $561K 0.07% +171 Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,888 shares; 2025Q4: 119,888 shares; 2026Q1: 119,888 shares; 2026Q2: 119,888 shares 119,888 $556K 0.07% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,969 shares; 2024Q4: 7,971 shares; 2025Q1: 7,742 shares; 2025Q2: 7,744 shares; 2025Q3: 7,777 shares; 2025Q4: 7,918 shares; 2026Q1: 7,634 shares; 2026Q2: 7,668 shares 7,668 $552K 0.07% +34 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 1,993 shares; 2025Q2: 1,993 shares; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares; 2026Q1: 6,798 shares; 2026Q2: 6,975 shares 6,975 $551K 0.07% +177 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: 2,319 shares; 2024Q4: 2,323 shares; 2025Q1: 2,368 shares; 2025Q2: 2,365 shares; 2025Q3: 2,351 shares; 2025Q4: 2,412 shares; 2026Q1: 2,412 shares; 2026Q2: 2,401 shares 2,401 $537K 0.07% -11 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,100 shares; 2025Q2: 4,157 shares; 2025Q3: 4,214 shares; 2025Q4: 4,836 shares; 2026Q1: 8,913 shares; 2026Q2: 8,989 shares 8,989 $533K 0.07% +76 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,825 shares; 2024Q4: 7,829 shares; 2025Q1: 7,620 shares; 2025Q2: 8,086 shares; 2025Q3: 8,732 shares; 2025Q4: 7,757 shares; 2026Q1: 7,736 shares; 2026Q2: 7,773 shares 7,773 $531K 0.07% +37 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: 4,570 shares; 2024Q4: 22,983 shares; 2025Q1: 4,921 shares; 2025Q2: 1,467 shares; 2025Q3: 2,506 shares; 2025Q4: 2,215 shares; 2026Q1: 2,122 shares; 2026Q2: 1,739 shares 1,739 $520K 0.07% -383 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: 10,073 shares; 2024Q4: 10,099 shares; 2025Q1: 10,272 shares; 2025Q2: 10,516 shares; 2025Q3: 5,591 shares; 2025Q4: 7,169 shares; 2026Q1: 6,759 shares; 2026Q2: 5,794 shares 5,794 $509K 0.07% -965 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,330 shares; 2024Q4: 5,485 shares; 2025Q1: 5,485 shares; 2025Q2: 5,485 shares; 2025Q3: 5,593 shares; 2025Q4: 4,733 shares; 2026Q1: 4,733 shares; 2026Q2: 4,733 shares 4,733 $507K 0.07% 0 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,331 shares; 2026Q1: 5,044 shares; 2026Q2: 5,088 shares 5,088 $506K 0.07% +44 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: 2,990 shares; 2024Q4: 3,058 shares; 2025Q1: 2,896 shares; 2025Q2: 2,934 shares; 2025Q3: 2,378 shares; 2025Q4: 2,642 shares; 2026Q1: 2,516 shares; 2026Q2: 2,454 shares 2,454 $503K 0.07% -62 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767 shares; 2024Q4: 1,765 shares; 2025Q1: 1,754 shares; 2025Q2: 2,019 shares; 2025Q3: 1,103 shares; 2025Q4: 1,477 shares; 2026Q1: 1,434 shares; 2026Q2: 1,459 shares 1,459 $497K 0.06% +25 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,929 shares; 2024Q4: 3,032 shares; 2025Q1: 3,185 shares; 2025Q2: 3,011 shares; 2025Q3: 3,605 shares; 2025Q4: 2,971 shares; 2026Q1: 2,971 shares; 2026Q2: 2,974 shares 2,974 $485K 0.06% +3 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: 1,600 shares; 2024Q4: 1,580 shares; 2025Q1: 2,347 shares; 2025Q2: 2,540 shares; 2025Q3: 2,340 shares; 2025Q4: 1,886 shares; 2026Q1: 1,870 shares; 2026Q2: 2,039 shares 2,039 $482K 0.06% +169 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,882 shares; 2024Q4: 8,958 shares; 2025Q1: 8,967 shares; 2025Q2: 8,967 shares; 2025Q3: 5,515 shares; 2025Q4: 5,767 shares; 2026Q1: 6,066 shares; 2026Q2: 6,048 shares 6,048 $477K 0.06% -18 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,532 shares; 2024Q4: 6,532 shares; 2025Q1: 6,958 shares; 2025Q2: 6,954 shares; 2025Q3: 3,850 shares; 2025Q4: 4,721 shares; 2026Q1: 2,612 shares; 2026Q2: 2,617 shares 2,617 $473K 0.06% +5 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,589 shares; 2024Q4: 19,589 shares; 2025Q1: 19,807 shares; 2025Q2: 19,756 shares; 2025Q3: 19,777 shares; 2025Q4: 19,719 shares; 2026Q1: 19,719 shares; 2026Q2: 19,726 shares 19,726 $472K 0.06% +7 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,195 shares; 2024Q4: 2,186 shares; 2025Q1: 2,227 shares; 2025Q2: 2,232 shares; 2025Q3: 2,231 shares; 2025Q4: 2,352 shares; 2026Q1: 2,279 shares; 2026Q2: 2,269 shares 2,269 $465K 0.06% -10 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,303 shares; 2024Q4: 3,303 shares; 2025Q1: 3,303 shares; 2025Q2: 3,303 shares; 2025Q3: 3,303 shares; 2025Q4: 3,300 shares; 2026Q1: 2,927 shares; 2026Q2: 3,029 shares 3,029 $455K 0.06% +102 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: 6,779 shares; 2024Q4: 6,779 shares; 2025Q1: 6,779 shares; 2025Q2: 6,779 shares; 2025Q3: 6,779 shares; 2025Q4: 6,779 shares; 2026Q1: 6,779 shares; 2026Q2: 6,665 shares 6,665 $447K 0.06% -114 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: 13,930 shares; 2024Q4: 14,077 shares; 2025Q1: 13,883 shares; 2025Q2: 14,082 shares; 2025Q3: 8,715 shares; 2025Q4: 7,378 shares; 2026Q1: 7,155 shares; 2026Q2: 7,347 shares 7,347 $444K 0.06% +192 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,286 shares; 2024Q4: 4,286 shares; 2025Q1: 4,286 shares; 2025Q2: 4,286 shares; 2025Q3: 4,286 shares; 2025Q4: 4,286 shares; 2026Q1: 4,286 shares; 2026Q2: 4,286 shares 4,286 $438K 0.06% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares; 2026Q2: 5,700 shares 5,700 $433K 0.06% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $431K 0.06% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,331 shares; 2025Q1: 3,265 shares; 2025Q2: 3,554 shares; 2025Q3: 3,439 shares; 2025Q4: 2,556 shares; 2026Q1: 2,612 shares; 2026Q2: 2,530 shares 2,530 $430K 0.06% -82 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,868 shares; 2024Q4: 5,868 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $426K 0.06% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,109 shares; 2024Q4: 2,118 shares; 2025Q1: 2,786 shares; 2025Q2: 2,936 shares; 2025Q3: 1,735 shares; 2025Q4: 1,417 shares; 2026Q1: 1,407 shares; 2026Q2: 1,412 shares 1,412 $414K 0.05% +5 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: 9,015 shares; 2024Q4: 9,015 shares; 2025Q1: 9,519 shares; 2025Q2: 9,536 shares; 2025Q3: 8,361 shares; 2025Q4: 9,020 shares; 2026Q1: 9,216 shares; 2026Q2: 9,602 shares 9,602 $410K 0.05% +386 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,105 shares; 2024Q4: 3,203 shares; 2025Q1: 3,275 shares; 2025Q2: 1,779 shares; 2025Q3: 1,977 shares; 2025Q4: 1,864 shares; 2026Q1: 1,807 shares; 2026Q2: 1,880 shares 1,880 $407K 0.05% +73 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633 shares; 2024Q4: 1,628 shares; 2025Q1: 1,639 shares; 2025Q2: 1,639 shares; 2025Q3: 1,016 shares; 2025Q4: 978 shares; 2026Q1: 960 shares; 2026Q2: 977 shares 977 $406K 0.05% +17 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,127 shares; 2024Q4: 1,135 shares; 2025Q1: 1,146 shares; 2025Q2: 1,119 shares; 2025Q3: 1,131 shares; 2025Q4: 1,143 shares; 2026Q1: 1,131 shares; 2026Q2: 1,129 shares 1,129 $405K 0.05% -2 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,197 shares; 2024Q4: 5,197 shares; 2025Q1: 5,197 shares; 2025Q2: 5,200 shares; 2025Q3: 5,199 shares; 2025Q4: 4,624 shares; 2026Q1: 4,628 shares; 2026Q2: 4,622 shares 4,622 $405K 0.05% -6 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: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 8,110 shares; 2026Q2: 8,110 shares 8,110 $401K 0.05% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,840 shares; 2024Q4: 8,035 shares; 2025Q1: 8,361 shares; 2025Q2: 8,353 shares; 2025Q3: 8,297 shares; 2025Q4: 6,467 shares; 2026Q1: 6,594 shares; 2026Q2: 6,689 shares 6,689 $387K 0.05% +95 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 666 shares; 2026Q1: 812 shares; 2026Q2: 782 shares 782 $384K 0.05% -30 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 1,373 shares; 2025Q1: 1,550 shares; 2025Q2: 1,581 shares; 2025Q3: 1,536 shares; 2025Q4: 1,690 shares; 2026Q1: 1,697 shares; 2026Q2: 1,718 shares 1,718 $383K 0.05% +21 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 1,139 shares; 2025Q1: 1,240 shares; 2025Q2: 1,201 shares; 2025Q3: 1,185 shares; 2025Q4: 1,115 shares; 2026Q1: 1,136 shares; 2026Q2: 1,124 shares 1,124 $380K 0.05% -12 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,876 shares; 2024Q4: 17,880 shares; 2025Q1: 18,169 shares; 2025Q2: 16,952 shares; 2025Q3: 15,658 shares; 2025Q4: 10,605 shares; 2026Q1: 9,123 shares; 2026Q2: 9,263 shares 9,263 $380K 0.05% +140 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,158 shares; 2024Q4: 1,817 shares; 2025Q1: 1,817 shares; 2025Q2: 1,838 shares; 2025Q3: 1,838 shares; 2025Q4: 4,092 shares; 2026Q1: 3,981 shares; 2026Q2: 3,981 shares 3,981 $379K 0.05% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 853 shares; 2024Q4: 1,706 shares; 2025Q1: 2,169 shares; 2025Q2: 2,240 shares; 2025Q3: 1,356 shares; 2025Q4: 817 shares; 2026Q1: 993 shares; 2026Q2: 1,081 shares 1,081 $369K 0.05% +88 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,039 shares; 2024Q4: 8,039 shares; 2025Q1: 8,039 shares; 2025Q2: 8,039 shares; 2025Q3: 7,589 shares; 2025Q4: 6,857 shares; 2026Q1: 6,857 shares; 2026Q2: 6,857 shares 6,857 $368K 0.05% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,957 shares; 2024Q4: 18,957 shares; 2025Q1: 18,957 shares; 2025Q2: 18,957 shares; 2025Q3: 17,757 shares; 2025Q4: 17,757 shares; 2026Q1: 17,757 shares; 2026Q2: 13,450 shares 13,450 $366K 0.05% -4,307 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,318 shares; 2024Q4: 8,183 shares; 2025Q1: 8,417 shares; 2025Q2: 4,546 shares; 2025Q3: 3,109 shares; 2025Q4: 2,636 shares; 2026Q1: 2,581 shares; 2026Q2: 2,552 shares 2,552 $365K 0.05% -29 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,846 shares; 2024Q4: 1,844 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,861 shares; 2025Q4: 1,660 shares; 2026Q1: 1,658 shares; 2026Q2: 1,657 shares 1,657 $359K 0.05% -1 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,871 shares; 2024Q4: 3,006 shares; 2025Q1: 3,572 shares; 2025Q2: 3,649 shares; 2025Q3: 3,640 shares; 2025Q4: 5,276 shares; 2026Q1: 6,491 shares; 2026Q2: 6,347 shares 6,347 $358K 0.05% -144 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $357K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: 1,499 shares; 2025Q1: 2,013 shares; 2025Q2: 1,953 shares; 2025Q3: 1,589 shares; 2025Q4: 4,649 shares; 2026Q1: 3,375 shares; 2026Q2: 3,431 shares 3,431 $357K 0.05% +56 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,175 shares; 2024Q4: 9,143 shares; 2025Q1: 9,211 shares; 2025Q2: 9,611 shares; 2025Q3: 6,371 shares; 2025Q4: 2,178 shares; 2026Q1: 2,651 shares; 2026Q2: 2,677 shares 2,677 $352K 0.05% +26 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,079 shares; 2024Q4: 963 shares; 2025Q1: 1,027 shares; 2025Q2: 9,646 shares; 2025Q3: 9,666 shares; 2025Q4: 9,911 shares; 2026Q1: 10,172 shares; 2026Q2: 4,766 shares 4,766 $350K 0.05% -5,406 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,253 shares; 2024Q4: 4,457 shares; 2025Q1: 4,836 shares; 2025Q2: 4,638 shares; 2025Q3: 4,665 shares; 2025Q4: 4,733 shares; 2026Q1: 4,559 shares; 2026Q2: 3,330 shares 3,330 $344K 0.04% -1,229 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 1,465 shares; 2025Q1: 1,544 shares; 2025Q2: 1,547 shares; 2025Q3: 873 shares; 2025Q4: 1,026 shares; 2026Q1: 1,015 shares; 2026Q2: 1,039 shares 1,039 $343K 0.04% +24 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: 15,679 shares; 2024Q4: 16,233 shares; 2025Q1: 15,795 shares; 2025Q2: 16,943 shares; 2025Q3: 12,906 shares; 2025Q4: 7,894 shares; 2026Q1: 8,472 shares; 2026Q2: 8,087 shares 8,087 $342K 0.04% -385 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,605 shares; 2024Q4: 5,605 shares; 2025Q1: 5,688 shares; 2025Q2: 5,689 shares; 2025Q3: 5,650 shares; 2025Q4: 6,031 shares; 2026Q1: 5,906 shares; 2026Q2: 6,021 shares 6,021 $334K 0.04% +115 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,387 shares; 2024Q4: 2,387 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,385 shares; 2025Q4: 2,427 shares; 2026Q1: 2,427 shares; 2026Q2: 2,427 shares 2,427 $333K 0.04% 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: 890 shares; 2024Q4: 339 shares; 2025Q1: 414 shares; 2025Q2: 444 shares; 2025Q3: 433 shares; 2025Q4: 455 shares; 2026Q1: 424 shares; 2026Q2: 438 shares 438 $331K 0.04% +14 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: 1,693 shares; 2025Q1: 1,693 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares; 2026Q1: 1,693 shares; 2026Q2: 1,433 shares 1,433 $325K 0.04% -260 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 733 shares; 2024Q4: 732 shares; 2025Q1: 853 shares; 2025Q2: 863 shares; 2025Q3: 841 shares; 2025Q4: 827 shares; 2026Q1: 802 shares; 2026Q2: 798 shares 798 $325K 0.04% -4 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,396 shares; 2024Q4: 5,624 shares; 2025Q1: 5,644 shares; 2025Q2: 5,824 shares; 2025Q3: 4,786 shares; 2025Q4: 4,081 shares; 2026Q1: 4,273 shares; 2026Q2: 4,152 shares 4,152 $325K 0.04% -121 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,913 shares; 2024Q4: 1,912 shares; 2025Q1: 1,926 shares; 2025Q2: 1,925 shares; 2025Q3: 1,935 shares; 2025Q4: 1,968 shares; 2026Q1: 1,906 shares; 2026Q2: 2,028 shares 2,028 $322K 0.04% +122 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: 753 shares; 2024Q4: 731 shares; 2025Q1: 816 shares; 2025Q2: 816 shares; 2025Q3: 789 shares; 2025Q4: 881 shares; 2026Q1: 788 shares; 2026Q2: 826 shares 826 $319K 0.04% +38 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,348 shares; 2024Q4: 4,522 shares; 2025Q1: 4,626 shares; 2025Q2: 3,446 shares; 2025Q3: 3,555 shares; 2025Q4: 3,455 shares; 2026Q1: 3,327 shares; 2026Q2: 3,410 shares 3,410 $313K 0.04% +83 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: 8,711 shares; 2024Q4: 5,451 shares; 2025Q1: 5,450 shares; 2025Q2: 5,548 shares; 2025Q3: 7,185 shares; 2025Q4: 4,914 shares; 2026Q1: 11,611 shares; 2026Q2: 6,510 shares 6,510 $312K 0.04% -5,101 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,050 shares; 2024Q4: 9,050 shares; 2025Q1: 9,050 shares; 2025Q2: 9,050 shares; 2025Q3: 9,050 shares; 2025Q4: 9,069 shares; 2026Q1: 9,050 shares; 2026Q2: 9,050 shares 9,050 $306K 0.04% 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: 1,679 shares; 2024Q4: 1,667 shares; 2025Q1: 1,754 shares; 2025Q2: 1,808 shares; 2025Q3: 1,734 shares; 2025Q4: 1,828 shares; 2026Q1: 1,808 shares; 2026Q2: 1,859 shares 1,859 $304K 0.04% +51 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,571 shares; 2025Q4: 5,550 shares; 2026Q1: 5,937 shares; 2026Q2: 6,010 shares 6,010 $303K 0.04% +73 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: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 438 shares; 2025Q3: 447 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,910 shares 1,910 $299K 0.04% 0 Timeline TLG TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,243 shares; 2026Q2: 11,268 shares 11,268 $298K 0.04% -7,975 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $297K 0.04% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,649 shares; 2024Q4: 1,649 shares; 2025Q1: 1,669 shares; 2025Q2: 1,669 shares; 2025Q3: 1,658 shares; 2025Q4: 1,648 shares; 2026Q1: 1,703 shares; 2026Q2: 1,704 shares 1,704 $289K 0.04% +1 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,731 shares; 2024Q4: 11,739 shares; 2025Q1: 12,148 shares; 2025Q2: 11,595 shares; 2025Q3: 11,206 shares; 2025Q4: 11,967 shares; 2026Q1: 12,435 shares; 2026Q2: 12,497 shares 12,497 $288K 0.04% +62 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,093 shares; 2024Q4: 5,107 shares; 2025Q1: 5,105 shares; 2025Q2: 5,120 shares; 2025Q3: 5,086 shares; 2025Q4: 5,634 shares; 2026Q1: 5,527 shares; 2026Q2: 5,657 shares 5,657 $285K 0.04% +130 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: 3,491 shares; 2024Q4: 3,413 shares; 2025Q1: 3,605 shares; 2025Q2: 3,564 shares; 2025Q3: 1,346 shares; 2025Q4: 1,429 shares; 2026Q1: 1,435 shares; 2026Q2: 1,361 shares 1,361 $285K 0.04% -74 Timeline REPL REPLIMUNE GROUP INC More: the full row for REPLIMUNE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,675 shares 25,675 $284K 0.04% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,995 shares; 2024Q4: 4,114 shares; 2025Q1: 4,189 shares; 2025Q2: 3,658 shares; 2025Q3: 2,244 shares; 2025Q4: 3,203 shares; 2026Q1: 2,487 shares; 2026Q2: 2,284 shares 2,284 $284K 0.04% -203 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,269 shares 1,269 $284K 0.04% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,265 shares 1,265 $280K 0.04% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: 1,498 shares; 2025Q2: 1,352 shares; 2025Q3: 1,345 shares; 2025Q4: 1,272 shares; 2026Q1: 1,528 shares; 2026Q2: 1,260 shares 1,260 $278K 0.04% -268 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 206 shares; 2025Q2: 190 shares; 2025Q3: 180 shares; 2025Q4: 287 shares; 2026Q1: 275 shares; 2026Q2: 239 shares 239 $271K 0.04% -36 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,866 shares; 2024Q4: 4,967 shares; 2025Q1: 1,872 shares; 2025Q2: 1,766 shares; 2025Q3: 1,903 shares; 2025Q4: 3,301 shares; 2026Q1: 3,282 shares; 2026Q2: 3,226 shares 3,226 $270K 0.04% -56 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,742 shares; 2026Q1: 2,457 shares; 2026Q2: 2,635 shares 2,635 $270K 0.04% +178 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $269K 0.04% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: 1,010 shares; 2025Q1: 1,325 shares; 2025Q2: 992 shares; 2025Q3: 481 shares; 2025Q4: 231 shares; 2026Q1: 232 shares; 2026Q2: 229 shares 229 $269K 0.04% -3 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115 shares; 2025Q4: 1,063 shares; 2026Q1: 1,068 shares; 2026Q2: 1,067 shares 1,067 $268K 0.03% -1 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,415 shares; 2026Q2: 1,415 shares 1,415 $268K 0.03% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,508 shares; 2024Q4: 1,508 shares; 2025Q1: 1,717 shares; 2025Q2: 1,717 shares; 2025Q3: 1,663 shares; 2025Q4: 1,843 shares; 2026Q1: 2,321 shares; 2026Q2: 2,401 shares 2,401 $268K 0.03% +80 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $265K 0.03% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,058 shares; 2024Q4: 1,058 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 2,321 shares; 2026Q1: 1,371 shares; 2026Q2: 1,418 shares 1,418 $263K 0.03% +47 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,425 shares; 2024Q4: 6,425 shares; 2025Q1: 6,425 shares; 2025Q2: 7,125 shares; 2025Q3: 7,175 shares; 2025Q4: 5,325 shares; 2026Q1: 3,325 shares; 2026Q2: 3,461 shares 3,461 $261K 0.03% +136 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,963 shares; 2024Q4: 2,017 shares; 2025Q1: 2,078 shares; 2025Q2: 2,077 shares; 2025Q3: 1,887 shares; 2025Q4: 1,958 shares; 2026Q1: 1,863 shares; 2026Q2: 1,903 shares 1,903 $260K 0.03% +40 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,036 shares; 2024Q4: 1,047 shares; 2025Q1: 1,043 shares; 2025Q2: 1,075 shares; 2025Q3: 1,054 shares; 2025Q4: 2,233 shares; 2026Q1: 1,343 shares; 2026Q2: 1,223 shares 1,223 $260K 0.03% -120 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: 3,546 shares; 2024Q4: 3,576 shares; 2025Q1: 9,024 shares; 2025Q2: 8,941 shares; 2025Q3: 1,883 shares; 2025Q4: 2,374 shares; 2026Q1: 2,268 shares; 2026Q2: 2,219 shares 2,219 $259K 0.03% -49 Timeline RSPT 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $258K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 828 shares; 2024Q4: 1,153 shares; 2025Q1: 1,301 shares; 2025Q2: 1,282 shares; 2025Q3: 972 shares; 2025Q4: 685 shares; 2026Q1: 697 shares; 2026Q2: 688 shares 688 $257K 0.03% -9 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,515 shares; 2026Q1: 2,528 shares; 2026Q2: 2,550 shares 2,550 $257K 0.03% +22 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: 10,127 shares; 2024Q4: 10,127 shares; 2025Q1: 10,294 shares; 2025Q2: 10,289 shares; 2025Q3: 10,042 shares; 2025Q4: 10,697 shares; 2026Q1: 11,014 shares; 2026Q2: 12,273 shares 12,273 $254K 0.03% +1,259 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,980 shares; 2024Q4: 2,184 shares; 2025Q1: 2,186 shares; 2025Q2: 2,185 shares; 2025Q3: 2,151 shares; 2025Q4: 1,482 shares; 2026Q1: 1,272 shares; 2026Q2: 1,246 shares 1,246 $251K 0.03% -26 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,864 shares; 2024Q4: 1,865 shares; 2025Q1: 1,872 shares; 2025Q2: 1,928 shares; 2025Q3: 1,979 shares; 2025Q4: 2,086 shares; 2026Q1: 2,086 shares; 2026Q2: 2,086 shares 2,086 $251K 0.03% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 817 shares; 2025Q1: 921 shares; 2025Q2: 922 shares; 2025Q3: 495 shares; 2025Q4: 553 shares; 2026Q1: 559 shares; 2026Q2: 551 shares 551 $250K 0.03% -8 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 989 shares; 2024Q4: 989 shares; 2025Q1: 991 shares; 2025Q2: 999 shares; 2025Q3: 330 shares; 2025Q4: 320 shares; 2026Q1: 473 shares; 2026Q2: 473 shares 473 $247K 0.03% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares; 2026Q2: 2,360 shares 2,360 $247K 0.03% 0 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: 3,696 shares; 2024Q4: 3,697 shares; 2025Q1: 3,560 shares; 2025Q2: 3,448 shares; 2025Q3: 2,555 shares; 2025Q4: 2,105 shares; 2026Q1: 2,000 shares; 2026Q2: 2,065 shares 2,065 $243K 0.03% +65 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,051 shares; 2024Q4: 1,047 shares; 2025Q1: 1,126 shares; 2025Q2: 1,146 shares; 2025Q3: 767 shares; 2025Q4: 627 shares; 2026Q1: 481 shares; 2026Q2: 476 shares 476 $243K 0.03% -5 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: 128 shares; 2025Q3: not reported; 2025Q4: 1,402 shares; 2026Q1: 1,402 shares; 2026Q2: 1,512 shares 1,512 $239K 0.03% +110 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,447 shares; 2025Q3: 3,447 shares; 2025Q4: 3,978 shares; 2026Q1: 3,978 shares; 2026Q2: 3,978 shares 3,978 $238K 0.03% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,163 shares; 2024Q4: 1,294 shares; 2025Q1: 1,206 shares; 2025Q2: 1,206 shares; 2025Q3: 1,305 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $235K 0.03% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 714 shares; 2025Q4: 1,387 shares; 2026Q1: 1,387 shares; 2026Q2: 1,305 shares 1,305 $231K 0.03% -82 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares; 2026Q1: 1,678 shares; 2026Q2: 1,724 shares 1,724 $230K 0.03% +46 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: 1,505 shares; 2025Q1: 1,615 shares; 2025Q2: 1,617 shares; 2025Q3: 234 shares; 2025Q4: 486 shares; 2026Q1: 476 shares; 2026Q2: 467 shares 467 $229K 0.03% -9 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $228K 0.03% 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares; 2026Q2: 2,640 shares 2,640 $226K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,836 shares; 2024Q4: 1,823 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,129 shares; 2025Q4: 2,401 shares; 2026Q1: 2,364 shares; 2026Q2: 2,362 shares 2,362 $226K 0.03% -2 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 4,000 shares 4,000 $226K 0.03% +2,000 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: 2,664 shares; 2024Q4: 2,694 shares; 2025Q1: 2,475 shares; 2025Q2: 2,562 shares; 2025Q3: 1,189 shares; 2025Q4: 1,076 shares; 2026Q1: 1,047 shares; 2026Q2: 1,124 shares 1,124 $225K 0.03% +77 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,051 shares; 2024Q4: 1,051 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 2,555 shares; 2026Q1: 2,455 shares; 2026Q2: 2,505 shares 2,505 $225K 0.03% +50 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: 764 shares; 2024Q4: 700 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,927 shares 1,927 $222K 0.03% +671 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,390 shares; 2024Q4: 5,169 shares; 2025Q1: 5,208 shares; 2025Q2: 4,854 shares; 2025Q3: 3,032 shares; 2025Q4: 3,145 shares; 2026Q1: 2,909 shares; 2026Q2: 3,000 shares 3,000 $220K 0.03% +91 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,355 shares; 2024Q4: 3,895 shares; 2025Q1: 4,643 shares; 2025Q2: 4,643 shares; 2025Q3: 4,643 shares; 2025Q4: 8,659 shares; 2026Q1: 8,653 shares; 2026Q2: 8,653 shares 8,653 $217K 0.03% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,726 shares; 2024Q4: 2,753 shares; 2025Q1: 3,029 shares; 2025Q2: 3,324 shares; 2025Q3: 3,310 shares; 2025Q4: 2,364 shares; 2026Q1: 2,481 shares; 2026Q2: 2,341 shares 2,341 $216K 0.03% -140 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,267 shares; 2025Q4: 98 shares; 2026Q1: 583 shares; 2026Q2: 2,140 shares 2,140 $215K 0.03% +1,557 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: 2,391 shares; 2024Q4: 2,775 shares; 2025Q1: 2,803 shares; 2025Q2: 2,440 shares; 2025Q3: 1,179 shares; 2025Q4: 1,851 shares; 2026Q1: 1,719 shares; 2026Q2: 1,736 shares 1,736 $214K 0.03% +17 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 915 shares; 2025Q4: 2,528 shares; 2026Q1: 2,556 shares; 2026Q2: 2,458 shares 2,458 $213K 0.03% -98 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,664 shares; 2026Q1: 1,664 shares; 2026Q2: 1,755 shares 1,755 $213K 0.03% +91 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 718 shares; 2024Q4: 619 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 1,145 shares 1,145 $213K 0.03% 0 Timeline BGGG BAILLIE GIFFORD ETF TR More: the full row for BAILLIE GIFFORD ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,994 shares 5,994 $211K 0.03% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,807 shares; 2024Q4: 269,843 shares; 2025Q1: 270,085 shares; 2025Q2: 98,889 shares; 2025Q3: 1,738 shares; 2025Q4: 2,204 shares; 2026Q1: 1,929 shares; 2026Q2: 1,841 shares 1,841 $209K 0.03% -88 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 300 shares; 2025Q4: 500 shares; 2026Q1: 860 shares; 2026Q2: 860 shares 860 $208K 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 139 shares; 2025Q1: 197 shares; 2025Q2: 209 shares; 2025Q3: 196 shares; 2025Q4: 465 shares; 2026Q1: 520 shares; 2026Q2: 554 shares 554 $208K 0.03% +34 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,244 shares; 2026Q1: 1,229 shares; 2026Q2: 1,224 shares 1,224 $206K 0.03% -5 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,026 shares; 2026Q2: 4,068 shares 4,068 $206K 0.03% +42 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 689 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 629 shares; 2026Q1: 599 shares; 2026Q2: 518 shares 518 $204K 0.03% -81 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: 1,116 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,874 shares; 2025Q3: 994 shares; 2025Q4: 100 shares; 2026Q1: 800 shares; 2026Q2: 801 shares 801 $204K 0.03% +1 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 103 shares; 2025Q1: 101 shares; 2025Q2: 98 shares; 2025Q3: 100 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 158 shares 158 $202K 0.03% +12 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $201K 0.03% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244 shares; 2024Q4: 394 shares; 2025Q1: 494 shares; 2025Q2: 649 shares; 2025Q3: 832 shares; 2025Q4: 392 shares; 2026Q1: 404 shares; 2026Q2: 417 shares 417 $199K 0.03% +13 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $197K 0.03% 0 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,979 shares; 2024Q4: 3,979 shares; 2025Q1: 3,979 shares; 2025Q2: 3,979 shares; 2025Q3: 3,979 shares; 2025Q4: 3,979 shares; 2026Q1: 3,979 shares; 2026Q2: 3,979 shares 3,979 $196K 0.03% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 908 shares; 2024Q4: 886 shares; 2025Q1: 898 shares; 2025Q2: 874 shares; 2025Q3: 878 shares; 2025Q4: 904 shares; 2026Q1: 901 shares; 2026Q2: 905 shares 905 $196K 0.03% +4 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 522 shares; 2025Q1: 613 shares; 2025Q2: 927 shares; 2025Q3: 603 shares; 2025Q4: 830 shares; 2026Q1: 765 shares; 2026Q2: 748 shares 748 $195K 0.03% -17 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares; 2026Q1: 1,400 shares; 2026Q2: 3,649 shares 3,649 $194K 0.03% +2,249 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: 731 shares; 2024Q4: 700 shares; 2025Q1: 526 shares; 2025Q2: 506 shares; 2025Q3: 264 shares; 2025Q4: 405 shares; 2026Q1: 396 shares; 2026Q2: 391 shares 391 $194K 0.03% -5 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: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 2,798 shares; 2025Q3: 2,798 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $192K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468 shares; 2024Q4: 454 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 523 shares; 2025Q4: 563 shares; 2026Q1: 925 shares; 2026Q2: 846 shares 846 $192K 0.02% -79 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares; 2026Q1: 954 shares; 2026Q2: 989 shares 989 $190K 0.02% +35 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,488 shares; 2024Q4: 2,488 shares; 2025Q1: 2,473 shares; 2025Q2: 2,360 shares; 2025Q3: 2,405 shares; 2025Q4: 2,298 shares; 2026Q1: 2,348 shares; 2026Q2: 2,327 shares 2,327 $189K 0.02% -21 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 800 shares; 2025Q4: 875 shares; 2026Q1: 832 shares; 2026Q2: 1,270 shares 1,270 $188K 0.02% +438 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,140 shares 1,140 $187K 0.02% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,742 shares; 2024Q4: 1,660 shares; 2025Q1: 1,514 shares; 2025Q2: 1,512 shares; 2025Q3: 1,537 shares; 2025Q4: 1,556 shares; 2026Q1: 1,579 shares; 2026Q2: 1,574 shares 1,574 $186K 0.02% -5 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $182K 0.02% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,352 shares; 2024Q4: 1,225 shares; 2025Q1: 1,270 shares; 2025Q2: 1,273 shares; 2025Q3: 1,375 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares; 2026Q2: 1,668 shares 1,668 $180K 0.02% -12 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 222 shares; 2025Q2: 192 shares; 2025Q3: 227 shares; 2025Q4: 669 shares; 2026Q1: 598 shares; 2026Q2: 688 shares 688 $176K 0.02% +90 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,084 shares; 2024Q4: 1,041 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,271 shares; 2025Q4: 1,383 shares; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares 1,325 $176K 0.02% 0 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $176K 0.02% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 2,265 shares 2,265 $175K 0.02% +2,048 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $173K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,013 shares; 2024Q4: 3,015 shares; 2025Q1: 3,120 shares; 2025Q2: 2,730 shares; 2025Q3: 2,277 shares; 2025Q4: 2,031 shares; 2026Q1: 1,920 shares; 2026Q2: 1,878 shares 1,878 $172K 0.02% -42 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: 3,605 shares; 2024Q4: 3,610 shares; 2025Q1: 3,898 shares; 2025Q2: 3,869 shares; 2025Q3: 3,641 shares; 2025Q4: 3,417 shares; 2026Q1: 3,417 shares; 2026Q2: 3,417 shares 3,417 $170K 0.02% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,203 shares; 2024Q4: 3,203 shares; 2025Q1: 3,203 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares; 2026Q1: 3,203 shares; 2026Q2: 3,203 shares 3,203 $167K 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101 shares; 2025Q4: 288 shares; 2026Q1: 298 shares; 2026Q2: 230 shares 230 $166K 0.02% -68 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,087 shares; 2025Q1: 955 shares; 2025Q2: 1,190 shares; 2025Q3: 1,168 shares; 2025Q4: 2,480 shares; 2026Q1: 2,370 shares; 2026Q2: 2,286 shares 2,286 $165K 0.02% -84 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419 shares; 2024Q4: 419 shares; 2025Q1: 439 shares; 2025Q2: 442 shares; 2025Q3: 432 shares; 2025Q4: 468 shares; 2026Q1: 441 shares; 2026Q2: 498 shares 498 $165K 0.02% +57 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,281 shares; 2024Q4: 1,281 shares; 2025Q1: 1,302 shares; 2025Q2: 1,404 shares; 2025Q3: 1,443 shares; 2025Q4: 949 shares; 2026Q1: 840 shares; 2026Q2: 906 shares 906 $163K 0.02% +66 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 1,933 shares; 2026Q1: 1,933 shares; 2026Q2: 1,933 shares 1,933 $162K 0.02% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502 shares; 2025Q4: 1,289 shares; 2026Q1: 1,281 shares; 2026Q2: 1,285 shares 1,285 $161K 0.02% +4 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,166 shares; 2024Q4: 1,166 shares; 2025Q1: 1,166 shares; 2025Q2: 1,166 shares; 2025Q3: 1,166 shares; 2025Q4: 1,166 shares; 2026Q1: 1,166 shares; 2026Q2: 5,830 shares 5,830 $160K 0.02% +4,664 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 1,453 shares; 2025Q1: 1,785 shares; 2025Q2: 1,865 shares; 2025Q3: 1,865 shares; 2025Q4: 5,373 shares; 2026Q1: 5,046 shares; 2026Q2: 5,046 shares 5,046 $158K 0.02% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 429 shares; 2025Q4: 1,862 shares; 2026Q1: 1,845 shares; 2026Q2: 1,845 shares 1,845 $154K 0.02% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,266 shares; 2024Q4: 1,303 shares; 2025Q1: 1,302 shares; 2025Q2: 1,334 shares; 2025Q3: 1,293 shares; 2025Q4: 1,328 shares; 2026Q1: 1,276 shares; 2026Q2: 1,264 shares 1,264 $153K 0.02% -12 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,755 shares; 2025Q1: 1,763 shares; 2025Q2: 1,760 shares; 2025Q3: 472 shares; 2025Q4: 600 shares; 2026Q1: 590 shares; 2026Q2: 632 shares 632 $150K 0.02% +42 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 483 shares; 2025Q3: 385 shares; 2025Q4: 9 shares; 2026Q1: 58 shares; 2026Q2: 308 shares 308 $149K 0.02% +250 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,931 shares; 2026Q2: 2,939 shares 2,939 $147K 0.02% +8 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,367 shares; 2024Q4: 1,386 shares; 2025Q1: 1,401 shares; 2025Q2: 1,382 shares; 2025Q3: 1,399 shares; 2025Q4: 1,076 shares; 2026Q1: 1,302 shares; 2026Q2: 1,332 shares 1,332 $146K 0.02% +30 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: not reported; 2026Q1: 2,225 shares; 2026Q2: 2,225 shares 2,225 $146K 0.02% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321 shares; 2024Q4: 305 shares; 2025Q1: 323 shares; 2025Q2: 358 shares; 2025Q3: 258 shares; 2025Q4: 569 shares; 2026Q1: 517 shares; 2026Q2: 570 shares 570 $146K 0.02% +53 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: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $145K 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 911 shares; 2024Q4: 911 shares; 2025Q1: 929 shares; 2025Q2: 979 shares; 2025Q3: 995 shares; 2025Q4: 1,135 shares; 2026Q1: 823 shares; 2026Q2: 865 shares 865 $145K 0.02% +42 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 387 shares; 2026Q1: 387 shares; 2026Q2: 387 shares 387 $144K 0.02% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 861 shares; 2025Q4: 1,087 shares; 2026Q1: 981 shares; 2026Q2: 1,045 shares 1,045 $142K 0.02% +64 Timeline BOTZ 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: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares 3,700 $140K 0.02% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813 shares; 2024Q4: 884 shares; 2025Q1: 1,217 shares; 2025Q2: 1,187 shares; 2025Q3: 1,074 shares; 2025Q4: 877 shares; 2026Q1: 963 shares; 2026Q2: 959 shares 959 $140K 0.02% -4 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113 shares; 2024Q4: 1,115 shares; 2025Q1: 1,038 shares; 2025Q2: 1,036 shares; 2025Q3: 379 shares; 2025Q4: 544 shares; 2026Q1: 463 shares; 2026Q2: 499 shares 499 $139K 0.02% +36 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 47 shares; 2025Q2: 92 shares; 2025Q3: 96 shares; 2025Q4: 144 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $137K 0.02% 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: 161 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares; 2026Q1: 1,186 shares; 2026Q2: 1,115 shares 1,115 $135K 0.02% -71 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,218 shares; 2024Q4: 1,218 shares; 2025Q1: 1,258 shares; 2025Q2: 1,263 shares; 2025Q3: 1,243 shares; 2025Q4: 1,666 shares; 2026Q1: 1,966 shares; 2026Q2: 1,887 shares 1,887 $135K 0.02% -79 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 32 shares; 2025Q1: 33 shares; 2025Q2: 29 shares; 2025Q3: 27 shares; 2025Q4: 507 shares; 2026Q1: 507 shares; 2026Q2: 508 shares 508 $135K 0.02% +1 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 689 shares; 2024Q4: 613 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 625 shares; 2025Q4: 685 shares; 2026Q1: 666 shares; 2026Q2: 693 shares 693 $135K 0.02% +27 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 492 shares; 2025Q2: 391 shares; 2025Q3: 188 shares; 2025Q4: 1,710 shares; 2026Q1: 1,291 shares; 2026Q2: 1,352 shares 1,352 $134K 0.02% +61 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 81 shares; 2025Q2: 84 shares; 2025Q3: 80 shares; 2025Q4: 561 shares; 2026Q1: 724 shares; 2026Q2: 769 shares 769 $134K 0.02% +45 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,263 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 2,152 shares; 2026Q1: 2,152 shares; 2026Q2: 2,152 shares 2,152 $133K 0.02% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,425 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $131K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324 shares; 2024Q4: 291 shares; 2025Q1: 448 shares; 2025Q2: 437 shares; 2025Q3: 452 shares; 2025Q4: 569 shares; 2026Q1: 465 shares; 2026Q2: 500 shares 500 $130K 0.02% +35 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 480 shares; 2025Q4: 585 shares; 2026Q1: 450 shares; 2026Q2: 464 shares 464 $128K 0.02% +14 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: 914 shares; 2024Q4: 914 shares; 2025Q1: 1,021 shares; 2025Q2: 1,474 shares; 2025Q3: 1,589 shares; 2025Q4: 1,288 shares; 2026Q1: 1,071 shares; 2026Q2: 1,711 shares 1,711 $127K 0.02% +640 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 271 shares; 2025Q4: 1,021 shares; 2026Q1: 860 shares; 2026Q2: 1,085 shares 1,085 $127K 0.02% +225 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 801 shares; 2024Q4: 801 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: 702 shares; 2026Q2: 701 shares 701 $126K 0.02% -1 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,590 shares; 2025Q4: 1,810 shares; 2026Q1: 2,010 shares; 2026Q2: 2,010 shares 2,010 $126K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 1,290 shares; 2025Q1: 1,330 shares; 2025Q2: 1,431 shares; 2025Q3: 911 shares; 2025Q4: 930 shares; 2026Q1: 828 shares; 2026Q2: 795 shares 795 $125K 0.02% -33 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,216 shares; 2024Q4: 9,794 shares; 2025Q1: 8,233 shares; 2025Q2: 2,238 shares; 2025Q3: 1,663 shares; 2025Q4: 1,491 shares; 2026Q1: 1,485 shares; 2026Q2: 1,455 shares 1,455 $124K 0.02% -30 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 659 shares 659 $124K 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,429 shares; 2024Q4: 12,483 shares; 2025Q1: 10,730 shares; 2025Q2: 9,147 shares; 2025Q3: 8,472 shares; 2025Q4: 738 shares; 2026Q1: 1,069 shares; 2026Q2: 1,042 shares 1,042 $123K 0.02% -27 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 48 shares; 2025Q4: 279 shares; 2026Q1: 272 shares; 2026Q2: 264 shares 264 $121K 0.02% -8 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 20 shares; 2025Q2: 21 shares; 2025Q3: 515 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $121K 0.02% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,089 shares 1,089 $120K 0.02% new 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: 10,710 shares; 2024Q4: 10,710 shares; 2025Q1: 10,710 shares; 2025Q2: 10,710 shares; 2025Q3: 10,710 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $120K 0.02% 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: 9,782 shares; 2024Q4: 9,782 shares; 2025Q1: 9,592 shares; 2025Q2: 8,064 shares; 2025Q3: 6,205 shares; 2025Q4: 2,502 shares; 2026Q1: 2,586 shares; 2026Q2: 2,439 shares 2,439 $120K 0.02% -147 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,270 shares; 2024Q4: 10,668 shares; 2025Q1: 20,037 shares; 2025Q2: 19,186 shares; 2025Q3: 19,209 shares; 2025Q4: 3,099 shares; 2026Q1: 3,104 shares; 2026Q2: 3,122 shares 3,122 $120K 0.02% +18 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302 shares; 2024Q4: 340 shares; 2025Q1: 392 shares; 2025Q2: 577 shares; 2025Q3: 439 shares; 2025Q4: 154 shares; 2026Q1: 155 shares; 2026Q2: 186 shares 186 $119K 0.02% +31 Timeline SOCL 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: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $118K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 389 shares; 2025Q1: 446 shares; 2025Q2: 531 shares; 2025Q3: 549 shares; 2025Q4: 444 shares; 2026Q1: 424 shares; 2026Q2: 420 shares 420 $118K 0.02% -4 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: 2,740 shares; 2024Q4: 2,729 shares; 2025Q1: 2,751 shares; 2025Q2: 2,396 shares; 2025Q3: 584 shares; 2025Q4: 314 shares; 2026Q1: 279 shares; 2026Q2: 333 shares 333 $118K 0.02% +54 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,158 shares; 2024Q4: 1,158 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 750 shares 750 $118K 0.02% -150 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,596 shares; 2024Q4: 35,170 shares; 2025Q1: 35,622 shares; 2025Q2: 1,852 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $116K 0.02% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 24 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 669 shares; 2025Q4: 970 shares; 2026Q1: 970 shares; 2026Q2: 970 shares 970 $115K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 44 shares; 2025Q1: 59 shares; 2025Q2: 42 shares; 2025Q3: 40 shares; 2025Q4: 79 shares; 2026Q1: 92 shares; 2026Q2: 232 shares 232 $115K 0.01% +140 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,346 shares; 2024Q4: 1,345 shares; 2025Q1: 1,344 shares; 2025Q2: 1,352 shares; 2025Q3: 1,311 shares; 2025Q4: 3,343 shares; 2026Q1: 3,307 shares; 2026Q2: 3,361 shares 3,361 $114K 0.01% +54 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 174 shares; 2025Q3: 191 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 418 shares 418 $112K 0.01% -2 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528 shares; 2024Q4: 552 shares; 2025Q1: 516 shares; 2025Q2: 513 shares; 2025Q3: 504 shares; 2025Q4: 1,086 shares; 2026Q1: 1,057 shares; 2026Q2: 1,463 shares 1,463 $112K 0.01% +406 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: 317 shares; 2024Q4: 317 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 320 shares; 2025Q4: 384 shares; 2026Q1: 384 shares; 2026Q2: 385 shares 385 $112K 0.01% +1 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 994 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 500 shares 500 $111K 0.01% -23 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,004 shares; 2025Q3: 1,020 shares; 2025Q4: 1,020 shares; 2026Q1: 1,017 shares; 2026Q2: 1,033 shares 1,033 $110K 0.01% +16 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares; 2026Q2: 2,375 shares 2,375 $110K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207 shares; 2024Q4: 210 shares; 2025Q1: 203 shares; 2025Q2: 197 shares; 2025Q3: 199 shares; 2025Q4: 285 shares; 2026Q1: 111 shares; 2026Q2: 113 shares 113 $109K 0.01% +2 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580 shares; 2024Q4: 320 shares; 2025Q1: 306 shares; 2025Q2: 304 shares; 2025Q3: 380 shares; 2025Q4: 1,213 shares; 2026Q1: 1,146 shares; 2026Q2: 1,146 shares 1,146 $109K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,644 shares; 2024Q4: 2,642 shares; 2025Q1: 2,924 shares; 2025Q2: 941 shares; 2025Q3: 772 shares; 2025Q4: 1,088 shares; 2026Q1: 1,078 shares; 2026Q2: 1,242 shares 1,242 $108K 0.01% +164 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,279 shares; 2026Q1: 2,279 shares; 2026Q2: 2,279 shares 2,279 $107K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 558 shares; 2026Q2: 559 shares 559 $107K 0.01% +1 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,667 shares; 2024Q4: 3,667 shares; 2025Q1: 3,416 shares; 2025Q2: 3,605 shares; 2025Q3: 3,540 shares; 2025Q4: 3,397 shares; 2026Q1: 4,489 shares; 2026Q2: 4,489 shares 4,489 $106K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,162 shares; 2024Q4: 1,160 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 395 shares; 2025Q4: 334 shares; 2026Q1: 320 shares; 2026Q2: 461 shares 461 $106K 0.01% +141 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506 shares; 2024Q4: 717 shares; 2025Q1: 745 shares; 2025Q2: 533 shares; 2025Q3: 521 shares; 2025Q4: 527 shares; 2026Q1: 543 shares; 2026Q2: 529 shares 529 $103K 0.01% -14 Timeline GGME INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $102K 0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 672 shares; 2024Q4: 678 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 703 shares; 2026Q1: 703 shares; 2026Q2: 702 shares 702 $102K 0.01% -1 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 945 shares; 2026Q2: 945 shares 945 $101K 0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 119 shares; 2026Q1: 29 shares; 2026Q2: 5,628 shares 5,628 $101K 0.01% +5,599 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,870 shares; 2024Q4: 15,738 shares; 2025Q1: 15,807 shares; 2025Q2: 16,078 shares; 2025Q3: 6,805 shares; 2025Q4: 2,269 shares; 2026Q1: 1,880 shares; 2026Q2: 2,097 shares 2,097 $99.7K 0.01% +217 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,503 shares; 2024Q4: 2,503 shares; 2025Q1: 2,503 shares; 2025Q2: 2,027 shares; 2025Q3: 126 shares; 2025Q4: 195 shares; 2026Q1: 148 shares; 2026Q2: 193 shares 193 $99.4K 0.01% +45 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,887 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,886 shares; 2025Q3: 1,789 shares; 2025Q4: 219 shares; 2026Q1: 226 shares; 2026Q2: 227 shares 227 $99.3K 0.01% +1 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 reported; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 935 shares; 2026Q1: 4,045 shares; 2026Q2: 4,045 shares 4,045 $99K 0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,938 shares; 2024Q4: 3,341 shares; 2025Q1: 3,341 shares; 2025Q2: 3,744 shares; 2025Q3: 1,297 shares; 2025Q4: 10,243 shares; 2026Q1: 10,235 shares; 2026Q2: 10,235 shares 10,235 $98.1K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,442 shares; 2024Q4: 26,442 shares; 2025Q1: 26,442 shares; 2025Q2: 9,101 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $97.2K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 350 shares; 2025Q3: 320 shares; 2025Q4: 1,243 shares; 2026Q1: 1,607 shares; 2026Q2: 2,261 shares 2,261 $96.5K 0.01% +654 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: 2,124 shares; 2024Q4: 2,124 shares; 2025Q1: 2,623 shares; 2025Q2: 2,290 shares; 2025Q3: 1,372 shares; 2025Q4: 97 shares; 2026Q1: 213 shares; 2026Q2: 318 shares 318 $94.7K 0.01% +105 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: 743 shares; 2024Q4: 843 shares; 2025Q1: 996 shares; 2025Q2: 905 shares; 2025Q3: 900 shares; 2025Q4: 656 shares; 2026Q1: 634 shares; 2026Q2: 616 shares 616 $94.6K 0.01% -18 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: 2 shares; 2024Q4: 1,010 shares; 2025Q1: 900 shares; 2025Q2: 565 shares; 2025Q3: 1,465 shares; 2025Q4: 1,298 shares; 2026Q1: 1,217 shares; 2026Q2: 1,217 shares 1,217 $94.4K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,089 shares; 2024Q4: 5,070 shares; 2025Q1: 4,724 shares; 2025Q2: 4,483 shares; 2025Q3: 2,304 shares; 2025Q4: 1,413 shares; 2026Q1: 1,137 shares; 2026Q2: 1,168 shares 1,168 $93.8K 0.01% +31 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 529 shares; 2026Q2: 535 shares 535 $93.2K 0.01% +6 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 777 shares; 2026Q2: 777 shares 777 $92.7K 0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 151 shares; 2025Q1: 167 shares; 2025Q2: 175 shares; 2025Q3: 233 shares; 2025Q4: 406 shares; 2026Q1: 383 shares; 2026Q2: 389 shares 389 $92.3K 0.01% +6 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527 shares; 2024Q4: 527 shares; 2025Q1: 1,030 shares; 2025Q2: 3,507 shares; 2025Q3: 968 shares; 2025Q4: 1,027 shares; 2026Q1: 1,027 shares; 2026Q2: 1,025 shares 1,025 $91.6K 0.01% -2 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,041 shares; 2024Q4: 2,050 shares; 2025Q1: 2,018 shares; 2025Q2: 1,866 shares; 2025Q3: 1,470 shares; 2025Q4: 1,450 shares; 2026Q1: 1,452 shares; 2026Q2: 1,274 shares 1,274 $91.2K 0.01% -178 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $91.1K 0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,805 shares; 2024Q4: 1,805 shares; 2025Q1: 1,791 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,160 shares; 2026Q2: 2,160 shares 2,160 $90.8K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 858 shares; 2024Q4: 859 shares; 2025Q1: 1,278 shares; 2025Q2: 1,160 shares; 2025Q3: 958 shares; 2025Q4: 1,478 shares; 2026Q1: 1,227 shares; 2026Q2: 1,429 shares 1,429 $89.9K 0.01% +202 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,333 shares; 2025Q4: 1,403 shares; 2026Q1: 1,173 shares; 2026Q2: 1,166 shares 1,166 $89.1K 0.01% -7 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 3,752 shares; 2026Q1: 3,752 shares; 2026Q2: 3,752 shares 3,752 $88.5K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471 shares; 2024Q4: 1,471 shares; 2025Q1: 1,230 shares; 2025Q2: 1,236 shares; 2025Q3: 1,196 shares; 2025Q4: 1,389 shares; 2026Q1: 1,213 shares; 2026Q2: 1,204 shares 1,204 $84.4K 0.01% -9 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 253 shares 253 $84.3K 0.01% -1 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,304 shares; 2025Q2: 1,295 shares; 2025Q3: 1,243 shares; 2025Q4: 1,249 shares; 2026Q1: 1,249 shares; 2026Q2: 1,240 shares 1,240 $84.2K 0.01% -9 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 10 shares; 2025Q2: 9 shares; 2025Q3: 135 shares; 2025Q4: 616 shares; 2026Q1: 777 shares; 2026Q2: 752 shares 752 $83.7K 0.01% -25 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138 shares; 2024Q4: 115 shares; 2025Q1: 243 shares; 2025Q2: 248 shares; 2025Q3: 229 shares; 2025Q4: 280 shares; 2026Q1: 248 shares; 2026Q2: 213 shares 213 $83K 0.01% -35 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 946 shares; 2024Q4: 599 shares; 2025Q1: 659 shares; 2025Q2: 871 shares; 2025Q3: 308 shares; 2025Q4: 97 shares; 2026Q1: 99 shares; 2026Q2: 100 shares 100 $83K 0.01% +1 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $81.2K 0.01% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,347 shares; 2024Q4: 3,347 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 588 shares 588 $80.9K 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 2,357 shares; 2025Q1: 2,364 shares; 2025Q2: 2,334 shares; 2025Q3: 2,351 shares; 2025Q4: 2,279 shares; 2026Q1: 2,183 shares; 2026Q2: 2,062 shares 2,062 $80.2K 0.01% -121 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: 132 shares; 2024Q4: 180 shares; 2025Q1: 311 shares; 2025Q2: 356 shares; 2025Q3: 360 shares; 2025Q4: 167 shares; 2026Q1: 158 shares; 2026Q2: 157 shares 157 $80K 0.01% -1 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: 419 shares; 2024Q4: 419 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 832 shares; 2026Q2: 832 shares 832 $79.7K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,321 shares; 2024Q4: 1,284 shares; 2025Q1: 1,234 shares; 2025Q2: 1,107 shares; 2025Q3: 1,124 shares; 2025Q4: 1,851 shares; 2026Q1: 1,775 shares; 2026Q2: 1,766 shares 1,766 $79.7K 0.01% -9 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: 1,407 shares; 2024Q4: 1,403 shares; 2025Q1: 1,203 shares; 2025Q2: 1,024 shares; 2025Q3: 1,016 shares; 2025Q4: 1,125 shares; 2026Q1: 1,136 shares; 2026Q2: 1,082 shares 1,082 $78.8K 0.01% -54 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 779 shares; 2025Q2: 820 shares; 2025Q3: 706 shares; 2025Q4: 516 shares; 2026Q1: 663 shares; 2026Q2: 723 shares 723 $78K 0.01% +60 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811 shares; 2024Q4: 811 shares; 2025Q1: 73 shares; 2025Q2: 68 shares; 2025Q3: 83 shares; 2025Q4: 476 shares; 2026Q1: 479 shares; 2026Q2: 479 shares 479 $78K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287 shares; 2024Q4: 286 shares; 2025Q1: 203 shares; 2025Q2: 244 shares; 2025Q3: 254 shares; 2025Q4: 337 shares; 2026Q1: 332 shares; 2026Q2: 327 shares 327 $77.2K 0.01% -5 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 942 shares 942 $76.9K 0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 2,090 shares 2,090 $76.8K 0.01% -910 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 707 shares; 2025Q2: 698 shares; 2025Q3: 698 shares; 2025Q4: 718 shares; 2026Q1: 718 shares; 2026Q2: 718 shares 718 $76.8K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,827 shares; 2024Q4: 2,886 shares; 2025Q1: 2,672 shares; 2025Q2: 2,673 shares; 2025Q3: 1,722 shares; 2025Q4: 793 shares; 2026Q1: 789 shares; 2026Q2: 839 shares 839 $75.9K 0.01% +50 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 156 shares; 2025Q2: 154 shares; 2025Q3: 148 shares; 2025Q4: 236 shares; 2026Q1: 230 shares; 2026Q2: 220 shares 220 $75.8K 0.01% -10 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 642 shares; 2024Q4: 642 shares; 2025Q1: 883 shares; 2025Q2: 1,496 shares; 2025Q3: 306 shares; 2025Q4: 491 shares; 2026Q1: 848 shares; 2026Q2: 848 shares 848 $75.3K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 91 shares; 2025Q1: 88 shares; 2025Q2: 27 shares; 2025Q3: 18 shares; 2025Q4: 395 shares; 2026Q1: 333 shares; 2026Q2: 418 shares 418 $75K 0.01% +85 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 45 shares; 2025Q1: 50 shares; 2025Q2: 77 shares; 2025Q3: 73 shares; 2025Q4: 349 shares; 2026Q1: 257 shares; 2026Q2: 258 shares 258 $74.7K 0.01% +1 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,031 shares; 2024Q4: 2,192 shares; 2025Q1: 2,238 shares; 2025Q2: 2,427 shares; 2025Q3: 2,429 shares; 2025Q4: 4,649 shares; 2026Q1: 4,649 shares; 2026Q2: 4,649 shares 4,649 $74.5K 0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,365 shares; 2024Q4: 1,039 shares; 2025Q1: 888 shares; 2025Q2: 116 shares; 2025Q3: 1,067 shares; 2025Q4: 3,282 shares; 2026Q1: 5,599 shares; 2026Q2: 5,599 shares 5,599 $74K 0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 511 shares; 2024Q4: 411 shares; 2025Q1: 448 shares; 2025Q2: 438 shares; 2025Q3: 454 shares; 2025Q4: 540 shares; 2026Q1: 514 shares; 2026Q2: 509 shares 509 $74K 0.01% -5 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,794 shares; 2024Q4: 1,794 shares; 2025Q1: 1,776 shares; 2025Q2: 1,789 shares; 2025Q3: 1,716 shares; 2025Q4: 2,637 shares; 2026Q1: 2,330 shares; 2026Q2: 2,445 shares 2,445 $73.8K 0.01% +115 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 1,313 shares; 2025Q1: 2,598 shares; 2025Q2: 2,598 shares; 2025Q3: 2,606 shares; 2025Q4: 2,593 shares; 2026Q1: 2,593 shares; 2026Q2: 2,601 shares 2,601 $72.4K 0.01% +8 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: 250 shares; 2024Q4: 558 shares; 2025Q1: 754 shares; 2025Q2: 756 shares; 2025Q3: 536 shares; 2025Q4: 90 shares; 2026Q1: 101 shares; 2026Q2: 94 shares 94 $71.7K 0.01% -7 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,008 shares; 2025Q4: 1,370 shares; 2026Q1: 1,291 shares; 2026Q2: 1,291 shares 1,291 $71.7K 0.01% 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: 788 shares; 2024Q4: 809 shares; 2025Q1: 837 shares; 2025Q2: 788 shares; 2025Q3: 797 shares; 2025Q4: 850 shares; 2026Q1: 868 shares; 2026Q2: 830 shares 830 $71.5K 0.01% -38 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,850 shares; 2024Q4: 4,858 shares; 2025Q1: 4,785 shares; 2025Q2: 5,034 shares; 2025Q3: 4,669 shares; 2025Q4: 4,462 shares; 2026Q1: 4,471 shares; 2026Q2: 4,478 shares 4,478 $71.1K 0.01% +7 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 964 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,160 shares 1,160 $70.5K 0.01% -290 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,480 shares; 2026Q1: 1,500 shares; 2026Q2: 1,520 shares 1,520 $69.9K 0.01% +20 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,776 shares; 2024Q4: 5,713 shares; 2025Q1: 5,780 shares; 2025Q2: 5,807 shares; 2025Q3: 3,722 shares; 2025Q4: 1,327 shares; 2026Q1: 1,424 shares; 2026Q2: 533 shares 533 $69.6K 0.01% -891 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: 643 shares; 2024Q4: 651 shares; 2025Q1: 744 shares; 2025Q2: 742 shares; 2025Q3: 736 shares; 2025Q4: 621 shares; 2026Q1: 584 shares; 2026Q2: 595 shares 595 $69.5K 0.01% +11 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,370 shares; 2024Q4: 12,309 shares; 2025Q1: 10,764 shares; 2025Q2: 11,066 shares; 2025Q3: 3,454 shares; 2025Q4: 3,646 shares; 2026Q1: 3,445 shares; 2026Q2: 3,430 shares 3,430 $68.8K 0.01% -15 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648 shares; 2024Q4: 624 shares; 2025Q1: 777 shares; 2025Q2: 892 shares; 2025Q3: 902 shares; 2025Q4: 630 shares; 2026Q1: 626 shares; 2026Q2: 605 shares 605 $68.7K 0.01% -21 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 2,108 shares; 2025Q1: 2,092 shares; 2025Q2: 1,984 shares; 2025Q3: 1,999 shares; 2025Q4: 2,248 shares; 2026Q1: 2,238 shares; 2026Q2: 297 shares 297 $68.3K 0.01% -1,941 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783 shares; 2024Q4: 830 shares; 2025Q1: 857 shares; 2025Q2: 791 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 131 shares; 2026Q2: 172 shares 172 $68.3K 0.01% +41 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,307 shares; 2024Q4: 2,355 shares; 2025Q1: 2,397 shares; 2025Q2: 2,196 shares; 2025Q3: 2,194 shares; 2025Q4: 2,531 shares; 2026Q1: 2,522 shares; 2026Q2: 2,486 shares 2,486 $68K 0.01% -36 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $67.6K 0.01% 0 Timeline PSL 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $67.2K 0.01% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136 shares; 2025Q3: 127 shares; 2025Q4: 3,450 shares; 2026Q1: 3,443 shares; 2026Q2: 3,443 shares 3,443 $66.5K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,622 shares; 2024Q4: 8,825 shares; 2025Q1: 9,400 shares; 2025Q2: 5,276 shares; 2025Q3: 4,630 shares; 2025Q4: 5,933 shares; 2026Q1: 4,246 shares; 2026Q2: 2,684 shares 2,684 $65.9K 0.01% -1,562 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 58 shares; 2025Q4: 27 shares; 2026Q1: 626 shares; 2026Q2: 648 shares 648 $65.9K 0.01% +22 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $65.6K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355 shares; 2024Q4: 372 shares; 2025Q1: 503 shares; 2025Q2: 468 shares; 2025Q3: 284 shares; 2025Q4: 405 shares; 2026Q1: 341 shares; 2026Q2: 387 shares 387 $65.4K 0.01% +46 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 516 shares; 2025Q2: 642 shares; 2025Q3: 719 shares; 2025Q4: 709 shares; 2026Q1: 709 shares; 2026Q2: 705 shares 705 $65.4K 0.01% -4 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,901 shares; 2024Q4: 3,124 shares; 2025Q1: 3,243 shares; 2025Q2: 241 shares; 2025Q3: 189 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 671 shares 671 $65K 0.01% +257 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 47 shares; 2025Q4: 48 shares; 2026Q1: 42 shares; 2026Q2: 48 shares 48 $63.9K 0.01% +6 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 89 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $63.8K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 420 shares; 2026Q1: 411 shares; 2026Q2: 411 shares 411 $63.8K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,328 shares; 2024Q4: 3,328 shares; 2025Q1: 3,328 shares; 2025Q2: 3,328 shares; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares; 2026Q1: 3,328 shares; 2026Q2: 3,328 shares 3,328 $63.6K 0.01% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,403 shares; 2025Q1: 1,407 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,835 shares; 2026Q1: 1,988 shares; 2026Q2: 2,021 shares 2,021 $63.5K 0.01% +33 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: 161 shares; 2025Q1: 267 shares; 2025Q2: 262 shares; 2025Q3: 211 shares; 2025Q4: 661 shares; 2026Q1: 637 shares; 2026Q2: 651 shares 651 $62.6K 0.01% +14 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 184 shares; 2025Q2: 183 shares; 2025Q3: 171 shares; 2025Q4: 211 shares; 2026Q1: 180 shares; 2026Q2: 211 shares 211 $62.2K 0.01% +31 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 116 shares; 2025Q2: 118 shares; 2025Q3: 119 shares; 2025Q4: 177 shares; 2026Q1: 436 shares; 2026Q2: 491 shares 491 $62K 0.01% +55 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,407 shares; 2025Q1: 1,399 shares; 2025Q2: 1,423 shares; 2025Q3: 1,494 shares; 2025Q4: 2,720 shares; 2026Q1: 1,914 shares; 2026Q2: 2,278 shares 2,278 $61.8K 0.01% +364 Timeline XRT 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $61.4K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,220 shares; 2025Q1: 858 shares; 2025Q2: 852 shares; 2025Q3: 132 shares; 2025Q4: 194 shares; 2026Q1: 164 shares; 2026Q2: 194 shares 194 $61K 0.01% +30 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 1,430 shares; 2025Q1: 1,331 shares; 2025Q2: 1,287 shares; 2025Q3: 1,568 shares; 2025Q4: 1,529 shares; 2026Q1: 3,071 shares; 2026Q2: 2,781 shares 2,781 $61K 0.01% -290 Timeline BBH 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $61K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,089 shares; 2024Q4: 1,864 shares; 2025Q1: 2,016 shares; 2025Q2: 1,994 shares; 2025Q3: 586 shares; 2025Q4: 209 shares; 2026Q1: 201 shares; 2026Q2: 192 shares 192 $61K 0.01% -9 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $60.6K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 604 shares; 2025Q2: 574 shares; 2025Q3: 95 shares; 2025Q4: 196 shares; 2026Q1: 193 shares; 2026Q2: 192 shares 192 $60.1K 0.01% -1 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: 200 shares; 2025Q1: 242 shares; 2025Q2: 132 shares; 2025Q3: 105 shares; 2025Q4: 113 shares; 2026Q1: 115 shares; 2026Q2: 114 shares 114 $60K 0.01% -1 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,419 shares; 2024Q4: 1,607 shares; 2025Q1: 1,594 shares; 2025Q2: 2,042 shares; 2025Q3: 2,042 shares; 2025Q4: 3,546 shares; 2026Q1: 3,546 shares; 2026Q2: 3,347 shares 3,347 $59K 0.01% -199 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,438 shares; 2024Q4: 728 shares; 2025Q1: 688 shares; 2025Q2: 664 shares; 2025Q3: 285 shares; 2025Q4: 415 shares; 2026Q1: 286 shares; 2026Q2: 333 shares 333 $58.5K 0.01% +47 Timeline JPIE 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: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 4,000 shares; 2026Q2: 1,250 shares 1,250 $57.6K 0.01% -2,750 Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $57.5K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 497 shares; 2025Q1: 567 shares; 2025Q2: 460 shares; 2025Q3: 735 shares; 2025Q4: 691 shares; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares 1,096 $57.5K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,052 shares; 2024Q4: 1,080 shares; 2025Q1: 1,939 shares; 2025Q2: 2,164 shares; 2025Q3: 2,214 shares; 2025Q4: 1,254 shares; 2026Q1: 1,231 shares; 2026Q2: 1,231 shares 1,231 $57.4K 0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 739 shares; 2025Q1: 563 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 1,206 shares; 2026Q1: 1,206 shares; 2026Q2: 1,206 shares 1,206 $56.5K 0.01% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: 1,122 shares; 2026Q2: 1,446 shares 1,446 $56.5K 0.01% +324 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,675 shares; 2025Q1: 1,738 shares; 2025Q2: 2,113 shares; 2025Q3: 698 shares; 2025Q4: 604 shares; 2026Q1: 648 shares; 2026Q2: 665 shares 665 $56.3K 0.01% +17 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 313 shares; 2025Q1: 453 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 116 shares 116 $56.1K 0.01% +2 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: 3,197 shares; 2024Q4: 3,197 shares; 2025Q1: 3,773 shares; 2025Q2: 3,273 shares; 2025Q3: 818 shares; 2025Q4: 789 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $55.9K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,346 shares; 2024Q4: 1,639 shares; 2025Q1: 6,911 shares; 2025Q2: 5,319 shares; 2025Q3: 5,268 shares; 2025Q4: 5,205 shares; 2026Q1: 3,980 shares; 2026Q2: 4,020 shares 4,020 $55.9K 0.01% +40 Timeline KSTR KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,725 shares; 2026Q2: 1,725 shares 1,725 $55.8K 0.01% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 189 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 462 shares; 2026Q1: 1,105 shares; 2026Q2: 1,497 shares 1,497 $55.6K 0.01% +392 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 775 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $55.2K 0.01% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 769 shares; 2025Q3: 769 shares; 2025Q4: 700 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $54.7K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 630 shares; 2026Q1: 603 shares; 2026Q2: 616 shares 616 $54.6K 0.01% +13 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,257 shares; 2024Q4: 5,766 shares; 2025Q1: 2,692 shares; 2025Q2: 5,266 shares; 2025Q3: 3,194 shares; 2025Q4: 630 shares; 2026Q1: 648 shares; 2026Q2: 596 shares 596 $54.4K 0.01% -52 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: 397 shares; 2024Q4: 856 shares; 2025Q1: 726 shares; 2025Q2: 798 shares; 2025Q3: 704 shares; 2025Q4: 559 shares; 2026Q1: 465 shares; 2026Q2: 471 shares 471 $54.1K 0.01% +6 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $54K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356 shares; 2024Q4: 1,427 shares; 2025Q1: 1,605 shares; 2025Q2: 1,534 shares; 2025Q3: 1,001 shares; 2025Q4: 931 shares; 2026Q1: 515 shares; 2026Q2: 570 shares 570 $53.2K 0.01% +55 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019 shares; 2024Q4: 1,034 shares; 2025Q1: 1,047 shares; 2025Q2: 1,063 shares; 2025Q3: 1,079 shares; 2025Q4: 1,097 shares; 2026Q1: 1,114 shares; 2026Q2: 1,132 shares 1,132 $52.7K 0.01% +18 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 reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 32 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $52.6K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 794 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 681 shares; 2026Q1: 674 shares; 2026Q2: 681 shares 681 $52.5K 0.01% +7 Timeline