AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,925 shares; 2024Q4: 25,442 shares; 2025Q1: 25,407 shares; 2025Q2: 25,177 shares; 2025Q3: 25,053 shares; 2025Q4: 24,813 shares; 2026Q1: 24,779 shares; 2026Q2: 24,479 shares 24,479 $7.08M 5.61% -300 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: 88,013 shares; 2024Q4: 88,498 shares; 2025Q1: 88,383 shares; 2025Q2: 82,628 shares; 2025Q3: 82,413 shares; 2025Q4: 82,805 shares; 2026Q1: 83,984 shares; 2026Q2: 83,376 shares 83,376 $6.98M 5.53% -608 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: 18,094 shares; 2024Q4: 17,827 shares; 2025Q1: 17,512 shares; 2025Q2: 17,265 shares; 2025Q3: 17,195 shares; 2025Q4: 17,096 shares; 2026Q1: 17,138 shares; 2026Q2: 16,938 shares 16,938 $5.54M 4.39% -200 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,150 shares; 2024Q4: 31,060 shares; 2025Q1: 31,135 shares; 2025Q2: not reported; 2025Q3: 26,525 shares; 2025Q4: 26,460 shares; 2026Q1: 26,590 shares; 2026Q2: 26,475 shares 26,475 $5.3M 4.2% -115 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: 21,967 shares; 2024Q4: 21,512 shares; 2025Q1: 21,217 shares; 2025Q2: 20,532 shares; 2025Q3: 20,517 shares; 2025Q4: 20,317 shares; 2026Q1: 20,224 shares; 2026Q2: 19,874 shares 19,874 $5.26M 4.17% -350 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,146 shares; 2024Q4: 161,078 shares; 2025Q1: 158,913 shares; 2025Q2: 161,631 shares; 2025Q3: 158,506 shares; 2025Q4: 157,532 shares; 2026Q1: 161,301 shares; 2026Q2: 160,900 shares 160,900 $4.74M 3.75% -401 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: 11,488 shares; 2024Q4: 11,298 shares; 2025Q1: 11,273 shares; 2025Q2: 11,093 shares; 2025Q3: 11,098 shares; 2025Q4: 11,068 shares; 2026Q1: 11,331 shares; 2026Q2: 11,199 shares 11,199 $4.18M 3.31% -132 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: 14,940 shares; 2024Q4: 14,335 shares; 2025Q1: 14,470 shares; 2025Q2: 14,415 shares; 2025Q3: 14,330 shares; 2025Q4: 14,295 shares; 2026Q1: 14,580 shares; 2026Q2: 11,200 shares 11,200 $3.34M 2.64% -3,380 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,437 shares; 2024Q4: 16,464 shares; 2025Q1: 16,481 shares; 2025Q2: 16,481 shares; 2025Q3: 16,271 shares; 2025Q4: 16,351 shares; 2026Q1: 78,536 shares; 2026Q2: 87,801 shares 87,801 $3.17M 2.51% +9,265 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: 3,496 shares; 2024Q4: 3,462 shares; 2025Q1: 3,458 shares; 2025Q2: 3,401 shares; 2025Q3: 3,446 shares; 2025Q4: 3,440 shares; 2026Q1: 3,363 shares; 2026Q2: 3,356 shares 3,356 $3.14M 2.49% -7 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: 5,291 shares; 2024Q4: 5,186 shares; 2025Q1: 5,131 shares; 2025Q2: 5,059 shares; 2025Q3: 5,024 shares; 2025Q4: 4,999 shares; 2026Q1: 5,039 shares; 2026Q2: 5,015 shares 5,015 $2.58M 2.04% -24 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: 6,825 shares; 2024Q4: 6,490 shares; 2025Q1: 6,425 shares; 2025Q2: 6,370 shares; 2025Q3: 6,385 shares; 2025Q4: 6,245 shares; 2026Q1: 6,355 shares; 2026Q2: 6,350 shares 6,350 $2.27M 1.8% -5 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: 4,440 shares; 2024Q4: 4,351 shares; 2025Q1: 4,207 shares; 2025Q2: 4,187 shares; 2025Q3: 4,147 shares; 2025Q4: 4,062 shares; 2026Q1: 4,429 shares; 2026Q2: 4,250 shares 4,250 $1.77M 1.4% -179 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: 4,173 shares; 2024Q4: 4,177 shares; 2025Q1: 3,643 shares; 2025Q2: 3,498 shares; 2025Q3: 3,529 shares; 2025Q4: 3,574 shares; 2026Q1: 3,500 shares; 2026Q2: 3,387 shares 3,387 $1.76M 1.39% -113 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: 5,324 shares; 2024Q4: 5,224 shares; 2025Q1: 5,174 shares; 2025Q2: 5,124 shares; 2025Q3: 5,069 shares; 2025Q4: 5,019 shares; 2026Q1: 5,195 shares; 2026Q2: 5,146 shares 5,146 $1.74M 1.38% -49 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: 7,331 shares; 2024Q4: 6,967 shares; 2025Q1: 7,017 shares; 2025Q2: 7,158 shares; 2025Q3: 7,135 shares; 2025Q4: 7,058 shares; 2026Q1: 7,302 shares; 2026Q2: 7,118 shares 7,118 $1.7M 1.34% -184 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: 14,905 shares; 2024Q4: 14,424 shares; 2025Q1: 14,324 shares; 2025Q2: 14,054 shares; 2025Q3: 13,629 shares; 2025Q4: 13,364 shares; 2026Q1: 11,204 shares; 2026Q2: 10,667 shares 10,667 $1.69M 1.34% -537 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,008 shares; 2024Q4: 7,783 shares; 2025Q1: 7,693 shares; 2025Q2: 7,618 shares; 2025Q3: 7,628 shares; 2025Q4: 7,533 shares; 2026Q1: 7,508 shares; 2026Q2: 7,488 shares 7,488 $1.68M 1.33% -20 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: 6,938 shares; 2024Q4: 6,866 shares; 2025Q1: 6,756 shares; 2025Q2: 6,621 shares; 2025Q3: 6,764 shares; 2025Q4: 6,829 shares; 2026Q1: 6,969 shares; 2026Q2: 7,109 shares 7,109 $1.59M 1.26% +140 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: 4,708 shares; 2024Q4: 4,602 shares; 2025Q1: 4,552 shares; 2025Q2: 4,452 shares; 2025Q3: 4,542 shares; 2025Q4: 4,638 shares; 2026Q1: 4,637 shares; 2026Q2: 5,035 shares 5,035 $1.59M 1.26% +398 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,830 shares; 2024Q4: 13,850 shares; 2025Q1: 13,850 shares; 2025Q2: 14,485 shares; 2025Q3: 14,090 shares; 2025Q4: 13,895 shares; 2026Q1: 33,250 shares; 2026Q2: 40,617 shares 40,617 $1.5M 1.19% +7,367 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: 3,147 shares; 2024Q4: 3,135 shares; 2025Q1: 2,990 shares; 2025Q2: 3,002 shares; 2025Q3: 2,970 shares; 2025Q4: 2,920 shares; 2026Q1: 3,010 shares; 2026Q2: 2,975 shares 2,975 $1.49M 1.18% -35 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: 3,340 shares; 2024Q4: 3,290 shares; 2025Q1: 3,485 shares; 2025Q2: 3,775 shares; 2025Q3: 3,849 shares; 2025Q4: 3,833 shares; 2026Q1: 3,983 shares; 2026Q2: 3,916 shares 3,916 $1.48M 1.17% -67 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: 14,759 shares; 2024Q4: 14,079 shares; 2025Q1: 12,964 shares; 2025Q2: 12,029 shares; 2025Q3: 13,691 shares; 2025Q4: 13,691 shares; 2026Q1: 12,851 shares; 2026Q2: 12,357 shares 12,357 $1.45M 1.15% -494 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: 6,988 shares; 2024Q4: 7,003 shares; 2025Q1: 6,705 shares; 2025Q2: 6,442 shares; 2025Q3: 6,440 shares; 2025Q4: 6,405 shares; 2026Q1: 6,315 shares; 2026Q2: 6,300 shares 6,300 $1.36M 1.08% -15 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,235 shares; 2025Q3: 1,225 shares; 2025Q4: 1,233 shares; 2026Q1: 1,286 shares; 2026Q2: 1,250 shares 1,250 $1.2M 0.95% -36 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: 3,282 shares; 2024Q4: 3,209 shares; 2025Q1: 3,166 shares; 2025Q2: 3,116 shares; 2025Q3: 3,096 shares; 2025Q4: 3,081 shares; 2026Q1: 3,141 shares; 2026Q2: 3,216 shares 3,216 $1.13M 0.9% +75 Timeline BANK OF AMER CORP 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: 762 shares; 2024Q4: 796 shares; 2025Q1: 789 shares; 2025Q2: 801 shares; 2025Q3: 820 shares; 2025Q4: 843 shares; 2026Q1: 915 shares; 2026Q2: 890 shares 890 $1.12M 0.89% -25 CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,575 shares; 2024Q4: 3,730 shares; 2025Q1: 5,180 shares; 2025Q2: 5,965 shares; 2025Q3: 6,025 shares; 2025Q4: 6,270 shares; 2026Q1: 6,220 shares; 2026Q2: 6,665 shares 6,665 $1.1M 0.88% +445 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: 490 shares; 2024Q4: 490 shares; 2025Q1: 510 shares; 2025Q2: 2,150 shares; 2025Q3: 2,370 shares; 2025Q4: 2,577 shares; 2026Q1: 2,582 shares; 2026Q2: 2,570 shares 2,570 $1.1M 0.87% -12 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: 12,893 shares; 2024Q4: 12,428 shares; 2025Q1: 12,293 shares; 2025Q2: 12,743 shares; 2025Q3: 12,438 shares; 2025Q4: 12,438 shares; 2026Q1: 12,728 shares; 2026Q2: 12,928 shares 12,928 $1.07M 0.85% +200 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,374 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,374 shares; 2025Q4: 1,374 shares; 2026Q1: 1,374 shares; 2026Q2: 1,374 shares 1,374 $1.03M 0.82% 0 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: 14,611 shares; 2024Q4: 10,814 shares; 2025Q1: 10,434 shares; 2025Q2: 10,349 shares; 2025Q3: 10,209 shares; 2025Q4: 10,039 shares; 2026Q1: 10,089 shares; 2026Q2: 9,874 shares 9,874 $1.02M 0.81% -215 Timeline WELLS FARGO & CO 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: 762 shares; 2024Q4: 774 shares; 2025Q1: 784 shares; 2025Q2: 780 shares; 2025Q3: 805 shares; 2025Q4: 786 shares; 2026Q1: 853 shares; 2026Q2: 868 shares 868 $1M 0.8% +15 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: 36,092 shares; 2024Q4: 35,242 shares; 2025Q1: 34,842 shares; 2025Q2: 18,197 shares; 2025Q3: 18,197 shares; 2025Q4: 17,797 shares; 2026Q1: 17,257 shares; 2026Q2: 17,257 shares 17,257 $983K 0.78% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,591 shares; 2024Q4: 9,426 shares; 2025Q1: 9,411 shares; 2025Q2: 9,191 shares; 2025Q3: 9,141 shares; 2025Q4: 9,036 shares; 2026Q1: 9,336 shares; 2026Q2: 9,291 shares 9,291 $949K 0.75% -45 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: 4,611 shares; 2024Q4: 4,576 shares; 2025Q1: 3,926 shares; 2025Q2: 3,876 shares; 2025Q3: 3,645 shares; 2025Q4: 3,620 shares; 2026Q1: 3,590 shares; 2026Q2: 3,590 shares 3,590 $912K 0.72% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,506 shares; 2024Q4: 3,406 shares; 2025Q1: 3,396 shares; 2025Q2: 3,266 shares; 2025Q3: 3,146 shares; 2025Q4: 3,081 shares; 2026Q1: 2,976 shares; 2026Q2: 3,086 shares 3,086 $897K 0.71% +110 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: 8,104 shares; 2024Q4: 8,104 shares; 2025Q1: 8,029 shares; 2025Q2: 7,914 shares; 2025Q3: 7,914 shares; 2025Q4: 7,784 shares; 2026Q1: 7,842 shares; 2026Q2: 7,822 shares 7,822 $859K 0.68% -20 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: 9,148 shares; 2024Q4: 8,770 shares; 2025Q1: 8,710 shares; 2025Q2: 8,415 shares; 2025Q3: 8,510 shares; 2025Q4: 8,385 shares; 2026Q1: 8,685 shares; 2026Q2: 8,675 shares 8,675 $835K 0.66% -10 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: 12,696 shares; 2024Q4: 12,696 shares; 2025Q1: 12,096 shares; 2025Q2: 11,796 shares; 2025Q3: 11,796 shares; 2025Q4: 11,810 shares; 2026Q1: 11,640 shares; 2026Q2: 11,590 shares 11,590 $826K 0.65% -50 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: 6,156 shares; 2024Q4: 6,151 shares; 2025Q1: 6,111 shares; 2025Q2: 6,011 shares; 2025Q3: 5,946 shares; 2025Q4: 5,851 shares; 2026Q1: 5,846 shares; 2026Q2: 5,951 shares 5,951 $806K 0.64% +105 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: 9,742 shares; 2024Q4: 11,235 shares; 2025Q1: 10,945 shares; 2025Q2: 9,900 shares; 2025Q3: 9,290 shares; 2025Q4: 9,290 shares; 2026Q1: 9,440 shares; 2026Q2: 8,605 shares 8,605 $785K 0.62% -835 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,285 shares; 2025Q1: 15,285 shares; 2025Q2: 15,260 shares; 2025Q3: 15,260 shares; 2025Q4: 15,108 shares; 2026Q1: 15,108 shares; 2026Q2: 16,608 shares 16,608 $765K 0.61% +1,500 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,348 shares; 2025Q1: 1,238 shares; 2025Q2: 1,170 shares; 2025Q3: 1,160 shares; 2025Q4: 1,173 shares; 2026Q1: 1,011 shares; 2026Q2: 997 shares 997 $745K 0.59% -14 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 311 shares; 2025Q2: 600 shares; 2025Q3: 639 shares; 2025Q4: 579 shares; 2026Q1: 607 shares; 2026Q2: 566 shares 566 $679K 0.54% -41 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: 5,301 shares; 2024Q4: 5,301 shares; 2025Q1: 5,301 shares; 2025Q2: 5,301 shares; 2025Q3: 5,301 shares; 2025Q4: 5,301 shares; 2026Q1: 4,961 shares; 2026Q2: 4,961 shares 4,961 $678K 0.54% 0 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,878 shares; 2024Q4: 2,808 shares; 2025Q1: 2,743 shares; 2025Q2: 2,713 shares; 2025Q3: 2,673 shares; 2025Q4: 2,358 shares; 2026Q1: 1,905 shares; 2026Q2: 1,875 shares 1,875 $671K 0.53% -30 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: 1,176 shares; 2024Q4: 2,338 shares; 2025Q1: 2,058 shares; 2025Q2: 2,354 shares; 2025Q3: 2,349 shares; 2025Q4: 2,344 shares; 2026Q1: 2,414 shares; 2026Q2: 1,918 shares 1,918 $654K 0.52% -496 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: 5,602 shares; 2024Q4: 5,532 shares; 2025Q1: 5,487 shares; 2025Q2: 2,685 shares; 2025Q3: 2,675 shares; 2025Q4: 2,665 shares; 2026Q1: 2,410 shares; 2026Q2: 2,410 shares 2,410 $652K 0.52% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,890 shares; 2024Q4: 8,730 shares; 2025Q1: 8,600 shares; 2025Q2: 8,155 shares; 2025Q3: 8,190 shares; 2025Q4: 8,085 shares; 2026Q1: 8,500 shares; 2026Q2: 8,615 shares 8,615 $622K 0.49% +115 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: 12,839 shares; 2024Q4: 12,729 shares; 2025Q1: 12,649 shares; 2025Q2: 12,349 shares; 2025Q3: 12,429 shares; 2025Q4: 12,374 shares; 2026Q1: 14,894 shares; 2026Q2: 14,989 shares 14,989 $615K 0.49% +95 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: 14,476 shares; 2024Q4: 14,556 shares; 2025Q1: 14,316 shares; 2025Q2: 13,076 shares; 2025Q3: 13,356 shares; 2025Q4: 13,966 shares; 2026Q1: 13,688 shares; 2026Q2: 14,098 shares 14,098 $597K 0.47% +410 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,435 shares; 2024Q4: 5,020 shares; 2025Q1: 4,970 shares; 2025Q2: 4,801 shares; 2025Q3: 4,816 shares; 2025Q4: 4,826 shares; 2026Q1: 5,081 shares; 2026Q2: 4,510 shares 4,510 $582K 0.46% -571 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 1,578 shares; 2025Q1: 1,578 shares; 2025Q2: 1,578 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares; 2026Q1: 1,578 shares; 2026Q2: 1,578 shares 1,578 $581K 0.46% 0 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: 11,306 shares; 2024Q4: 11,306 shares; 2025Q1: 10,966 shares; 2025Q2: 10,111 shares; 2025Q3: 10,061 shares; 2025Q4: 9,921 shares; 2026Q1: 9,871 shares; 2026Q2: 9,551 shares 9,551 $570K 0.45% -320 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,659 shares; 2024Q4: 21,168 shares; 2025Q1: 21,168 shares; 2025Q2: 21,168 shares; 2025Q3: 21,018 shares; 2025Q4: 20,893 shares; 2026Q1: 21,043 shares; 2026Q2: 19,443 shares 19,443 $539K 0.43% -1,600 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: 1,414 shares; 2024Q4: 1,355 shares; 2025Q1: 1,329 shares; 2025Q2: 1,306 shares; 2025Q3: 1,427 shares; 2025Q4: 1,415 shares; 2026Q1: 1,406 shares; 2026Q2: 1,406 shares 1,406 $527K 0.42% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,810 shares; 2026Q2: 6,520 shares 6,520 $466K 0.37% +1,710 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,870 shares; 2024Q4: 9,350 shares; 2025Q1: 8,980 shares; 2025Q2: 8,765 shares; 2025Q3: 8,240 shares; 2025Q4: 8,210 shares; 2026Q1: 8,110 shares; 2026Q2: 6,975 shares 6,975 $463K 0.37% -1,135 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,870 shares; 2024Q4: 2,020 shares; 2025Q1: 2,030 shares; 2025Q2: 1,560 shares; 2025Q3: 1,288 shares; 2025Q4: 1,170 shares; 2026Q1: 1,126 shares; 2026Q2: 907 shares 907 $459K 0.36% -219 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,530 shares; 2026Q2: 3,530 shares 3,530 $452K 0.36% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,334 shares; 2024Q4: 1,324 shares; 2025Q1: 1,304 shares; 2025Q2: 1,394 shares; 2025Q3: 1,282 shares; 2025Q4: 1,268 shares; 2026Q1: 1,268 shares; 2026Q2: 1,238 shares 1,238 $449K 0.36% -30 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,460 shares; 2025Q2: 4,410 shares; 2025Q3: 4,410 shares; 2025Q4: 4,130 shares; 2026Q1: 4,130 shares; 2026Q2: 4,080 shares 4,080 $440K 0.35% -50 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: 3,053 shares; 2024Q4: 3,053 shares; 2025Q1: 3,053 shares; 2025Q2: 3,053 shares; 2025Q3: 3,053 shares; 2025Q4: 3,053 shares; 2026Q1: 3,403 shares; 2026Q2: 3,403 shares 3,403 $437K 0.35% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 245 shares; 2025Q4: 300 shares; 2026Q1: 424 shares; 2026Q2: 420 shares 420 $425K 0.34% -4 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,825 shares; 2025Q1: 5,650 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,050 shares; 2026Q1: 5,050 shares; 2026Q2: 5,305 shares 5,305 $413K 0.33% +255 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: 4,930 shares; 2024Q4: 4,930 shares; 2025Q1: 4,930 shares; 2025Q2: 4,930 shares; 2025Q3: 4,930 shares; 2025Q4: 4,930 shares; 2026Q1: 4,930 shares; 2026Q2: 4,930 shares 4,930 $412K 0.33% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,077 shares; 2024Q4: 41,842 shares; 2025Q1: 42,292 shares; 2025Q2: 39,862 shares; 2025Q3: 39,410 shares; 2025Q4: 38,210 shares; 2026Q1: 37,762 shares; 2026Q2: 37,762 shares 37,762 $409K 0.32% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,860 shares; 2025Q1: 2,845 shares; 2025Q2: 2,912 shares; 2025Q3: 2,470 shares; 2025Q4: 2,470 shares; 2026Q1: 2,545 shares; 2026Q2: 2,545 shares 2,545 $409K 0.32% 0 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: 21,519 shares; 2024Q4: 19,262 shares; 2025Q1: 19,062 shares; 2025Q2: 17,447 shares; 2025Q3: 18,722 shares; 2025Q4: 18,157 shares; 2026Q1: 16,692 shares; 2026Q2: 16,932 shares 16,932 $408K 0.32% +240 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: 2,609 shares; 2024Q4: 2,946 shares; 2025Q1: 3,394 shares; 2025Q2: 4,119 shares; 2025Q3: 4,399 shares; 2025Q4: 3,784 shares; 2026Q1: 3,814 shares; 2026Q2: 3,754 shares 3,754 $404K 0.32% -60 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 2,416 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares; 2025Q4: 2,416 shares; 2026Q1: 2,504 shares; 2026Q2: 2,504 shares 2,504 $382K 0.3% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,491 shares; 2026Q2: 6,288 shares 6,288 $354K 0.28% -1,203 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,753 shares; 2024Q4: 7,385 shares; 2025Q1: 8,254 shares; 2025Q2: 7,959 shares; 2025Q3: 5,478 shares; 2025Q4: 8,606 shares; 2026Q1: 9,206 shares; 2026Q2: 10,106 shares 10,106 $349K 0.28% +900 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: 1,466 shares; 2024Q4: 1,451 shares; 2025Q1: 1,436 shares; 2025Q2: 1,236 shares; 2025Q3: 1,206 shares; 2025Q4: 1,095 shares; 2026Q1: 1,227 shares; 2026Q2: 1,227 shares 1,227 $345K 0.27% 0 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY 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: 770 shares; 2026Q1: 785 shares; 2026Q2: 990 shares 990 $330K 0.26% +205 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,915 shares; 2024Q4: 5,910 shares; 2025Q1: 5,515 shares; 2025Q2: 6,115 shares; 2025Q3: 6,415 shares; 2025Q4: 6,670 shares; 2026Q1: 4,370 shares; 2026Q2: 5,295 shares 5,295 $328K 0.26% +925 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196 shares; 2024Q4: 1,046 shares; 2025Q1: 864 shares; 2025Q2: 741 shares; 2025Q3: 634 shares; 2025Q4: 636 shares; 2026Q1: 434 shares; 2026Q2: 432 shares 432 $327K 0.26% -2 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,015 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 1,950 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,575 shares; 2026Q2: 1,373 shares 1,373 $315K 0.25% -202 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 805 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 694 shares; 2026Q2: 694 shares 694 $310K 0.25% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,469 shares; 2024Q4: 7,407 shares; 2025Q1: 7,407 shares; 2025Q2: 7,407 shares; 2025Q3: 7,407 shares; 2025Q4: 9,857 shares; 2026Q1: 10,182 shares; 2026Q2: 9,737 shares 9,737 $309K 0.24% -445 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,077 shares; 2024Q4: 10,165 shares; 2025Q1: 10,050 shares; 2025Q2: 9,620 shares; 2025Q3: 9,620 shares; 2025Q4: 9,520 shares; 2026Q1: 8,675 shares; 2026Q2: 9,450 shares 9,450 $299K 0.24% +775 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,330 shares; 2024Q4: 18,530 shares; 2025Q1: 17,375 shares; 2025Q2: 17,410 shares; 2025Q3: 17,380 shares; 2025Q4: 16,565 shares; 2026Q1: 17,570 shares; 2026Q2: 18,090 shares 18,090 $296K 0.23% +520 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: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $291K 0.23% 0 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: 3,469 shares; 2024Q4: 3,469 shares; 2025Q1: 3,469 shares; 2025Q2: 3,469 shares; 2025Q3: 3,469 shares; 2025Q4: 3,469 shares; 2026Q1: 3,469 shares; 2026Q2: 3,469 shares 3,469 $282K 0.22% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 3,185 shares 3,185 $274K 0.22% +2,645 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,790 shares; 2024Q4: 4,100 shares; 2025Q1: 3,740 shares; 2025Q2: 3,635 shares; 2025Q3: 3,045 shares; 2025Q4: 2,230 shares; 2026Q1: 2,230 shares; 2026Q2: 2,230 shares 2,230 $274K 0.22% 0 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,075 shares; 2024Q4: 3,510 shares; 2025Q1: 3,200 shares; 2025Q2: 3,090 shares; 2025Q3: 3,110 shares; 2025Q4: 3,065 shares; 2026Q1: 3,035 shares; 2026Q2: 3,035 shares 3,035 $274K 0.22% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,010 shares; 2025Q3: 1,010 shares; 2025Q4: 1,010 shares; 2026Q1: 633 shares; 2026Q2: 1,146 shares 1,146 $273K 0.22% +513 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,757 shares; 2024Q4: 10,772 shares; 2025Q1: 8,562 shares; 2025Q2: 8,562 shares; 2025Q3: 8,562 shares; 2025Q4: 8,562 shares; 2026Q1: 8,362 shares; 2026Q2: 8,362 shares 8,362 $267K 0.21% 0 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: 1,588 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: 1,583 shares; 2025Q3: 1,563 shares; 2025Q4: 1,563 shares; 2026Q1: 1,518 shares; 2026Q2: 1,518 shares 1,518 $267K 0.21% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,620 shares; 2024Q4: 4,620 shares; 2025Q1: 3,900 shares; 2025Q2: 3,780 shares; 2025Q3: 2,120 shares; 2025Q4: 2,160 shares; 2026Q1: 2,365 shares; 2026Q2: 2,005 shares 2,005 $266K 0.21% -360 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: 6,800 shares; 2024Q4: 4,830 shares; 2025Q1: 4,540 shares; 2025Q2: 4,470 shares; 2025Q3: 3,385 shares; 2025Q4: 3,300 shares; 2026Q1: 3,050 shares; 2026Q2: 1,830 shares 1,830 $256K 0.2% -1,220 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,320 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 775 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $254K 0.2% 0 Timeline BALL BALL CORP More: the full row for BALL 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: 3,300 shares; 2026Q2: 4,060 shares 4,060 $253K 0.2% +760 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,560 shares; 2025Q1: 10,560 shares; 2025Q2: 10,230 shares; 2025Q3: 10,270 shares; 2025Q4: 10,330 shares; 2026Q1: 6,860 shares; 2026Q2: 6,860 shares 6,860 $246K 0.19% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 257 shares; 2026Q2: 468 shares 468 $245K 0.19% +211 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264 shares; 2026Q1: 334 shares; 2026Q2: 420 shares 420 $237K 0.19% +86 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,451 shares; 2025Q1: 11,451 shares; 2025Q2: 11,451 shares; 2025Q3: 11,451 shares; 2025Q4: 7,425 shares; 2026Q1: 7,425 shares; 2026Q2: 7,425 shares 7,425 $225K 0.18% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,016 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 1,016 shares; 2025Q4: 1,016 shares; 2026Q1: 1,016 shares; 2026Q2: 1,016 shares 1,016 $223K 0.18% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795 shares; 2024Q4: 795 shares; 2025Q1: 795 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 703 shares; 2026Q2: 703 shares 703 $212K 0.17% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,493 shares; 2024Q4: 1,493 shares; 2025Q1: 1,493 shares; 2025Q2: 1,493 shares; 2025Q3: 1,463 shares; 2025Q4: 1,463 shares; 2026Q1: 1,628 shares; 2026Q2: 1,628 shares 1,628 $206K 0.16% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,263 shares; 2024Q4: 2,263 shares; 2025Q1: 2,263 shares; 2025Q2: 2,263 shares; 2025Q3: 2,263 shares; 2025Q4: 2,263 shares; 2026Q1: 2,263 shares; 2026Q2: 2,263 shares 2,263 $205K 0.16% 0 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: 871 shares; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 921 shares; 2025Q3: 921 shares; 2025Q4: 921 shares; 2026Q1: 921 shares; 2026Q2: 921 shares 921 $201K 0.16% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,495 shares; 2026Q1: 2,495 shares; 2026Q2: 2,495 shares 2,495 $191K 0.15% 0 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: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 522 shares; 2026Q2: 522 shares 522 $191K 0.15% 0 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: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $191K 0.15% 0 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: 1,247 shares; 2024Q4: 1,247 shares; 2025Q1: 1,157 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares; 2026Q2: 1,157 shares 1,157 $187K 0.15% 0 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 3,065 shares; 2025Q2: 2,987 shares; 2025Q3: 2,917 shares; 2025Q4: 2,902 shares; 2026Q1: 2,000 shares; 2026Q2: 2,680 shares 2,680 $186K 0.15% +680 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 850 shares; 2025Q3: 7,465 shares; 2025Q4: 8,195 shares; 2026Q1: 5,050 shares; 2026Q2: 5,355 shares 5,355 $185K 0.15% +305 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,550 shares; 2025Q3: 10,385 shares; 2025Q4: 10,510 shares; 2026Q1: 11,875 shares; 2026Q2: 13,150 shares 13,150 $177K 0.14% +1,275 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL 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: 1,940 shares; 2026Q2: 2,540 shares 2,540 $174K 0.14% +600 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,690 shares; 2024Q4: 5,070 shares; 2025Q1: 5,070 shares; 2025Q2: 5,005 shares; 2025Q3: 5,005 shares; 2025Q4: 5,005 shares; 2026Q1: 4,905 shares; 2026Q2: 4,905 shares 4,905 $171K 0.14% 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $165K 0.13% 0 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,509 shares; 2025Q1: 2,509 shares; 2025Q2: 2,509 shares; 2025Q3: 2,509 shares; 2025Q4: 2,509 shares; 2026Q1: 2,509 shares; 2026Q2: 2,509 shares 2,509 $163K 0.13% 0 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: 6,130 shares; 2024Q4: 4,860 shares; 2025Q1: 7,420 shares; 2025Q2: 5,905 shares; 2025Q3: 6,085 shares; 2025Q4: 6,055 shares; 2026Q1: 6,065 shares; 2026Q2: 5,845 shares 5,845 $163K 0.13% -220 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: 648 shares; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: 648 shares 648 $154K 0.12% 0 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 708 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 488 shares; 2026Q2: 488 shares 488 $153K 0.12% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 8,320 shares; 2026Q2: 8,320 shares 8,320 $153K 0.12% 0 Timeline XYLD 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: 3,956 shares; 2024Q4: 3,536 shares; 2025Q1: 3,566 shares; 2025Q2: 3,566 shares; 2025Q3: 3,836 shares; 2025Q4: 3,836 shares; 2026Q1: 3,836 shares; 2026Q2: 3,716 shares 3,716 $152K 0.12% -120 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,697 shares; 2025Q1: 1,697 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,697 shares; 2026Q1: 1,697 shares; 2026Q2: 1,697 shares 1,697 $151K 0.12% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,266 shares; 2025Q1: 3,266 shares; 2025Q2: 3,266 shares; 2025Q3: 3,266 shares; 2025Q4: 3,266 shares; 2026Q1: 3,266 shares; 2026Q2: 3,266 shares 3,266 $151K 0.12% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,800 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares; 2026Q2: 1,825 shares 1,825 $140K 0.11% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,325 shares; 2025Q1: 2,325 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares; 2026Q1: 1,625 shares; 2026Q2: 1,600 shares 1,600 $140K 0.11% -25 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,542 shares; 2024Q4: 4,512 shares; 2025Q1: 4,277 shares; 2025Q2: 4,172 shares; 2025Q3: 3,997 shares; 2025Q4: 3,347 shares; 2026Q1: 1,912 shares; 2026Q2: 1,912 shares 1,912 $139K 0.11% 0 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: 7,510 shares; 2024Q4: 7,560 shares; 2025Q1: 7,465 shares; 2025Q2: 7,315 shares; 2025Q3: 7,230 shares; 2025Q4: 6,800 shares; 2026Q1: 1,847 shares; 2026Q2: 1,847 shares 1,847 $135K 0.11% 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: 574 shares; 2024Q4: 574 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 574 shares; 2026Q2: 574 shares 574 $130K 0.1% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,310 shares; 2025Q1: 1,800 shares; 2025Q2: 1,740 shares; 2025Q3: 1,747 shares; 2025Q4: 1,752 shares; 2026Q1: 1,732 shares; 2026Q2: 1,250 shares 1,250 $129K 0.1% -482 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,114 shares; 2025Q3: 840 shares; 2025Q4: 835 shares; 2026Q1: 840 shares; 2026Q2: 840 shares 840 $125K 0.1% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY 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: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 1,480 shares 1,480 $124K 0.1% -1,120 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: 746 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 746 shares; 2026Q2: 746 shares 746 $122K 0.1% 0 Timeline ENS ENERSYS More: the full row for ENERSYS 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: 521 shares 521 $122K 0.1% new Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,265 shares; 2024Q4: 10,465 shares; 2025Q1: 10,465 shares; 2025Q2: 8,080 shares; 2025Q3: 7,695 shares; 2025Q4: 7,695 shares; 2026Q1: 6,455 shares; 2026Q2: 6,455 shares 6,455 $121K 0.1% 0 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $120K 0.1% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,101 shares; 2024Q4: 3,376 shares; 2025Q1: 3,016 shares; 2025Q2: 2,916 shares; 2025Q3: 2,816 shares; 2025Q4: 2,891 shares; 2026Q1: 3,041 shares; 2026Q2: 2,905 shares 2,905 $120K 0.1% -136 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: 5,523 shares; 2024Q4: 9,065 shares; 2025Q1: 9,450 shares; 2025Q2: 10,325 shares; 2025Q3: 10,845 shares; 2025Q4: 6,505 shares; 2026Q1: 3,045 shares; 2026Q2: 3,045 shares 3,045 $119K 0.09% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,835 shares; 2024Q4: 2,835 shares; 2025Q1: 2,705 shares; 2025Q2: 2,705 shares; 2025Q3: 2,705 shares; 2025Q4: 2,620 shares; 2026Q1: 2,555 shares; 2026Q2: 2,555 shares 2,555 $119K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares; 2026Q2: 465 shares 465 $117K 0.09% 0 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,460 shares; 2024Q4: 7,460 shares; 2025Q1: 7,100 shares; 2025Q2: 7,040 shares; 2025Q3: 6,740 shares; 2025Q4: 6,740 shares; 2026Q1: 6,740 shares; 2026Q2: 6,515 shares 6,515 $116K 0.09% -225 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $116K 0.09% new 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $115K 0.09% new 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: 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 $115K 0.09% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,270 shares; 2026Q2: 2,270 shares 2,270 $114K 0.09% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,800 shares; 2025Q2: 11,335 shares; 2025Q3: 11,255 shares; 2025Q4: 12,345 shares; 2026Q1: 12,345 shares; 2026Q2: 8,055 shares 8,055 $112K 0.09% -4,290 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 891 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $111K 0.09% 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: 13,732 shares; 2024Q4: 15,276 shares; 2025Q1: 25,426 shares; 2025Q2: 20,301 shares; 2025Q3: 12,516 shares; 2025Q4: 7,956 shares; 2026Q1: 7,956 shares; 2026Q2: 7,956 shares 7,956 $111K 0.09% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,124 shares; 2025Q3: 2,124 shares; 2025Q4: 2,124 shares; 2026Q1: 2,124 shares; 2026Q2: 2,124 shares 2,124 $110K 0.09% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $110K 0.09% 0 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,340 shares; 2026Q1: 2,340 shares; 2026Q2: 2,340 shares 2,340 $110K 0.09% 0 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,400 shares 4,400 $102K 0.08% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,005 shares; 2024Q4: 2,905 shares; 2025Q1: 2,905 shares; 2025Q2: 2,905 shares; 2025Q3: 2,905 shares; 2025Q4: 2,830 shares; 2026Q1: 2,655 shares; 2026Q2: 2,655 shares 2,655 $96.3K 0.08% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,306 shares; 2024Q4: 6,306 shares; 2025Q1: 5,656 shares; 2025Q2: 4,456 shares; 2025Q3: 4,456 shares; 2025Q4: 4,456 shares; 2026Q1: 4,456 shares; 2026Q2: 4,456 shares 4,456 $92.2K 0.07% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $90.4K 0.07% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405 shares; 2024Q4: 390 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $89.9K 0.07% 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: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 400 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 344 shares 344 $89.6K 0.07% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $87.9K 0.07% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,705 shares; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares; 2026Q2: 1,613 shares 1,613 $86.5K 0.07% -150 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,155 shares; 2024Q4: 2,155 shares; 2025Q1: 2,830 shares; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,730 shares; 2026Q1: 3,430 shares; 2026Q2: 1,650 shares 1,650 $86.1K 0.07% -1,780 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: not reported; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $84.9K 0.07% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,845 shares; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 4,845 shares; 2025Q4: 4,845 shares; 2026Q1: 4,845 shares; 2026Q2: 4,845 shares 4,845 $81.2K 0.06% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 838 shares; 2026Q1: 838 shares; 2026Q2: 838 shares 838 $80.9K 0.06% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,165 shares; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,165 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares; 2026Q2: 675 shares 675 $78.1K 0.06% -390 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: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 375 shares 375 $74.1K 0.06% -80 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,380 shares 1,380 $72.3K 0.06% 0 Timeline DAVE DAVE INC More: the full row for DAVE 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: 190 shares 190 $70.8K 0.06% new 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: 234 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: 234 shares; 2026Q1: 234 shares; 2026Q2: 234 shares 234 $70.3K 0.06% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 860 shares; 2025Q1: 1,030 shares; 2025Q2: 2,160 shares; 2025Q3: 2,440 shares; 2025Q4: 2,645 shares; 2026Q1: 2,680 shares; 2026Q2: 2,815 shares 2,815 $70.2K 0.06% +135 Timeline BKLN 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: 3,624 shares; 2024Q4: 3,424 shares; 2025Q1: 3,424 shares; 2025Q2: 3,424 shares; 2025Q3: 3,424 shares; 2025Q4: 3,424 shares; 2026Q1: 3,424 shares; 2026Q2: 3,424 shares 3,424 $69.7K 0.06% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 1,025 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $69.2K 0.05% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $67.4K 0.05% 0 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,040 shares; 2024Q4: 2,565 shares; 2025Q1: 1,500 shares; 2025Q2: 2,850 shares; 2025Q3: not reported; 2025Q4: 3,090 shares; 2026Q1: 3,355 shares; 2026Q2: 3,490 shares 3,490 $66.6K 0.05% +135 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $66.3K 0.05% 0 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $64.1K 0.05% 0 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $63.7K 0.05% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 970 shares; 2025Q1: 2,475 shares; 2025Q2: 2,265 shares; 2025Q3: 1,430 shares; 2025Q4: 960 shares; 2026Q1: 3,305 shares; 2026Q2: 1,605 shares 1,605 $63.3K 0.05% -1,700 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: 424 shares; 2024Q4: 424 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $62.9K 0.05% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares; 2026Q2: 611 shares 611 $61.8K 0.05% 0 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,055 shares; 2024Q4: 5,055 shares; 2025Q1: 4,455 shares; 2025Q2: 4,155 shares; 2025Q3: 4,155 shares; 2025Q4: not reported; 2026Q1: 4,705 shares; 2026Q2: 4,705 shares 4,705 $61.6K 0.05% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $61.5K 0.05% 0 Timeline RYLD 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: 3,398 shares; 2024Q4: 3,048 shares; 2025Q1: 3,398 shares; 2025Q2: 3,398 shares; 2025Q3: 3,398 shares; 2025Q4: 3,398 shares; 2026Q1: 3,698 shares; 2026Q2: 3,698 shares 3,698 $59.1K 0.05% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $58.6K 0.05% 0 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU 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: 4,746 shares; 2026Q2: 4,746 shares 4,746 $58.2K 0.05% 0 Timeline QTEC 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: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169 shares 169 $56.6K 0.04% new Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 766 shares 766 $56.2K 0.04% new 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: not reported; 2026Q2: 990 shares 990 $55.9K 0.04% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 277 shares; 2026Q2: 277 shares 277 $55.6K 0.04% 0 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: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $55.5K 0.04% 0 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: 1,120 shares; 2024Q4: 1,100 shares; 2025Q1: 485 shares; 2025Q2: 460 shares; 2025Q3: not reported; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $55K 0.04% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 663 shares; 2024Q4: 891 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 663 shares; 2026Q1: 663 shares; 2026Q2: 663 shares 663 $54.5K 0.04% 0 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: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 320 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 428 shares 428 $54.1K 0.04% new Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP 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: 5,365 shares 5,365 $53.4K 0.04% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $52.7K 0.04% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC 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: 6,165 shares 6,165 $52.5K 0.04% new Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,850 shares 4,850 $52.1K 0.04% new 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: 506 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 506 shares 506 $51.8K 0.04% new Timeline