GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012,825 shares; 2024Q4: 1,009,675 shares; 2025Q1: 1,007,456 shares; 2025Q2: 1,007,456 shares; 2025Q3: 1,007,456 shares; 2025Q4: 1,007,456 shares; 2026Q1: 1,007,456 shares; 2026Q2: 1,005,306 shares 1,005,306 $26.9M 9.61% -2,150 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: 240,698 shares; 2024Q4: 234,853 shares; 2025Q1: 238,210 shares; 2025Q2: 238,335 shares; 2025Q3: 240,317 shares; 2025Q4: 242,097 shares; 2026Q1: 229,243 shares; 2026Q2: 215,699 shares 215,699 $16.6M 5.95% -13,544 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: 59,415 shares; 2024Q4: 59,220 shares; 2025Q1: 58,806 shares; 2025Q2: 58,374 shares; 2025Q3: 57,993 shares; 2025Q4: 57,862 shares; 2026Q1: 56,932 shares; 2026Q2: 56,743 shares 56,743 $16.4M 5.87% -189 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: 99,586 shares; 2024Q4: 100,236 shares; 2025Q1: 103,540 shares; 2025Q2: 107,857 shares; 2025Q3: 113,235 shares; 2025Q4: 115,169 shares; 2026Q1: 123,247 shares; 2026Q2: 136,452 shares 136,452 $13.2M 4.71% +13,205 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,453 shares; 2024Q4: 117,747 shares; 2025Q1: 116,744 shares; 2025Q2: 116,082 shares; 2025Q3: 116,082 shares; 2025Q4: 115,997 shares; 2026Q1: 114,352 shares; 2026Q2: 112,998 shares 112,998 $11.7M 4.2% -1,354 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: 11,887 shares; 2024Q4: 12,278 shares; 2025Q1: 13,349 shares; 2025Q2: 13,754 shares; 2025Q3: 14,525 shares; 2025Q4: 14,695 shares; 2026Q1: 14,637 shares; 2026Q2: 15,650 shares 15,650 $11.7M 4.19% +1,013 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: 70,095 shares; 2024Q4: 71,541 shares; 2025Q1: 75,883 shares; 2025Q2: 79,759 shares; 2025Q3: 82,958 shares; 2025Q4: 83,633 shares; 2026Q1: 89,762 shares; 2026Q2: 96,818 shares 96,818 $8.02M 2.87% +7,056 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: 24,123 shares; 2024Q4: 24,065 shares; 2025Q1: 23,938 shares; 2025Q2: 24,003 shares; 2025Q3: 23,448 shares; 2025Q4: 23,390 shares; 2026Q1: 23,677 shares; 2026Q2: 24,120 shares 24,120 $7.9M 2.82% +443 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: 59,453 shares; 2024Q4: 79,705 shares; 2025Q1: 89,705 shares; 2025Q2: 118,322 shares; 2025Q3: 122,187 shares; 2025Q4: 118,046 shares; 2026Q1: 128,713 shares; 2026Q2: 135,216 shares 135,216 $7.87M 2.82% +6,503 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: 22,243 shares; 2024Q4: 22,088 shares; 2025Q1: 21,993 shares; 2025Q2: 20,313 shares; 2025Q3: 20,475 shares; 2025Q4: 20,224 shares; 2026Q1: 20,029 shares; 2026Q2: 20,178 shares 20,178 $7.21M 2.58% +149 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: 18,298 shares; 2024Q4: 16,654 shares; 2025Q1: 16,599 shares; 2025Q2: 16,520 shares; 2025Q3: 16,734 shares; 2025Q4: 16,813 shares; 2026Q1: 16,838 shares; 2026Q2: 17,257 shares 17,257 $6.44M 2.3% +419 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: 25,012 shares; 2024Q4: 25,367 shares; 2025Q1: 29,567 shares; 2025Q2: 29,352 shares; 2025Q3: 29,847 shares; 2025Q4: 30,127 shares; 2026Q1: 29,507 shares; 2026Q2: 30,460 shares 30,460 $6.09M 2.18% +953 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: 32,513 shares; 2024Q4: 33,985 shares; 2025Q1: 39,070 shares; 2025Q2: 48,264 shares; 2025Q3: 51,619 shares; 2025Q4: 56,577 shares; 2026Q1: 66,840 shares; 2026Q2: 75,597 shares 75,597 $5.55M 1.99% +8,757 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: 41,748 shares; 2024Q4: 41,121 shares; 2025Q1: 41,344 shares; 2025Q2: 39,991 shares; 2025Q3: 40,991 shares; 2025Q4: 41,222 shares; 2026Q1: 38,831 shares; 2026Q2: 36,431 shares 36,431 $5.4M 1.93% -2,400 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: 18,038 shares; 2024Q4: 17,867 shares; 2025Q1: 17,867 shares; 2025Q2: 17,727 shares; 2025Q3: 17,917 shares; 2025Q4: 17,090 shares; 2026Q1: 16,598 shares; 2026Q2: 17,003 shares 17,003 $4.05M 1.45% +405 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: 15,275 shares; 2024Q4: 15,058 shares; 2025Q1: 14,983 shares; 2025Q2: 14,971 shares; 2025Q3: 14,403 shares; 2025Q4: 14,418 shares; 2026Q1: 14,121 shares; 2026Q2: 14,526 shares 14,526 $3.69M 1.32% +405 Timeline VGIT 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: 22,701 shares; 2024Q4: 25,271 shares; 2025Q1: 28,469 shares; 2025Q2: 34,254 shares; 2025Q3: 37,906 shares; 2025Q4: 41,492 shares; 2026Q1: 50,097 shares; 2026Q2: 57,303 shares 57,303 $3.38M 1.21% +7,206 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,698 shares; 2024Q4: 37,948 shares; 2025Q1: 45,505 shares; 2025Q2: 60,610 shares; 2025Q3: 67,240 shares; 2025Q4: 71,937 shares; 2026Q1: 92,132 shares; 2026Q2: 111,586 shares 111,586 $3.35M 1.2% +19,454 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: 2,554 shares; 2024Q4: 1,548 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 2,599 shares; 2025Q4: 2,627 shares; 2026Q1: 2,648 shares; 2026Q2: 2,674 shares 2,674 $3.21M 1.15% +26 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: 3,031 shares; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,901 shares; 2025Q3: 2,896 shares; 2025Q4: 2,896 shares; 2026Q1: 2,896 shares; 2026Q2: 2,974 shares 2,974 $3.17M 1.13% +78 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: 8,553 shares; 2024Q4: 8,513 shares; 2025Q1: 8,457 shares; 2025Q2: 8,424 shares; 2025Q3: 8,469 shares; 2025Q4: 8,501 shares; 2026Q1: 8,489 shares; 2026Q2: 8,581 shares 8,581 $3.04M 1.09% +92 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: 8,465 shares; 2024Q4: 8,455 shares; 2025Q1: 8,430 shares; 2025Q2: 8,420 shares; 2025Q3: 8,420 shares; 2025Q4: 8,400 shares; 2026Q1: 8,292 shares; 2026Q2: 8,176 shares 8,176 $2.89M 1.03% -116 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: 22,884 shares; 2024Q4: 22,830 shares; 2025Q1: 22,755 shares; 2025Q2: 22,935 shares; 2025Q3: 22,935 shares; 2025Q4: 22,805 shares; 2026Q1: 22,707 shares; 2026Q2: 23,253 shares 23,253 $2.73M 0.98% +546 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: 2,028 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,103 shares; 2025Q3: 4,663 shares; 2025Q4: 6,166 shares; 2026Q1: 6,762 shares; 2026Q2: 7,201 shares 7,201 $2.72M 0.97% +439 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: 10,003 shares; 2024Q4: 9,781 shares; 2025Q1: 9,641 shares; 2025Q2: 9,447 shares; 2025Q3: 9,362 shares; 2025Q4: 9,323 shares; 2026Q1: 9,102 shares; 2026Q2: 8,852 shares 8,852 $2.66M 0.95% -250 Timeline SMMD 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: 11,396 shares; 2026Q2: 28,512 shares 28,512 $2.61M 0.93% +17,116 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: 17,081 shares; 2024Q4: 16,946 shares; 2025Q1: 17,155 shares; 2025Q2: 17,127 shares; 2025Q3: 17,176 shares; 2025Q4: 17,256 shares; 2026Q1: 17,003 shares; 2026Q2: 17,448 shares 17,448 $2.56M 0.92% +445 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: 4,260 shares; 2024Q4: 4,260 shares; 2025Q1: 4,920 shares; 2025Q2: 4,855 shares; 2025Q3: 4,855 shares; 2025Q4: 4,855 shares; 2026Q1: 4,725 shares; 2026Q2: 4,515 shares 4,515 $2.36M 0.85% -210 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: 6,941 shares; 2024Q4: 6,911 shares; 2025Q1: 6,806 shares; 2025Q2: 6,802 shares; 2025Q3: 6,889 shares; 2025Q4: 6,939 shares; 2026Q1: 6,544 shares; 2026Q2: 6,484 shares 6,484 $2.22M 0.8% -60 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: 8,550 shares; 2024Q4: 8,298 shares; 2025Q1: 8,375 shares; 2025Q2: 8,440 shares; 2025Q3: 8,440 shares; 2025Q4: 8,435 shares; 2026Q1: 8,400 shares; 2026Q2: 8,627 shares 8,627 $2.17M 0.78% +227 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: 5,398 shares; 2024Q4: 5,368 shares; 2025Q1: 5,128 shares; 2025Q2: 5,088 shares; 2025Q3: 5,166 shares; 2025Q4: 4,794 shares; 2026Q1: 4,599 shares; 2026Q2: 4,684 shares 4,684 $1.97M 0.7% +85 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: 3,164 shares; 2024Q4: 6,258 shares; 2025Q1: 6,258 shares; 2025Q2: 6,148 shares; 2025Q3: 6,309 shares; 2025Q4: 5,778 shares; 2026Q1: 5,475 shares; 2026Q2: 5,592 shares 5,592 $1.91M 0.68% +117 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: 1,907 shares; 2025Q2: 1,903 shares; 2025Q3: 1,890 shares; 2025Q4: 1,900 shares; 2026Q1: 1,856 shares; 2026Q2: 1,906 shares 1,906 $1.83M 0.66% +50 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,867 shares; 2025Q2: 4,231 shares; 2025Q3: 5,151 shares; 2025Q4: 5,331 shares; 2026Q1: 5,760 shares; 2026Q2: 5,934 shares 5,934 $1.77M 0.63% +174 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: 3,225 shares; 2024Q4: 3,225 shares; 2025Q1: 3,501 shares; 2025Q2: 3,501 shares; 2025Q3: 5,095 shares; 2025Q4: 5,853 shares; 2026Q1: 5,941 shares; 2026Q2: 6,195 shares 6,195 $1.74M 0.62% +254 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: 36,108 shares; 2024Q4: 36,108 shares; 2025Q1: 35,169 shares; 2025Q2: 30,073 shares; 2025Q3: 30,073 shares; 2025Q4: 30,073 shares; 2026Q1: 29,037 shares; 2026Q2: 29,037 shares 29,037 $1.73M 0.62% 0 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: 12,419 shares; 2024Q4: 12,344 shares; 2025Q1: 12,344 shares; 2025Q2: 12,329 shares; 2025Q3: 12,499 shares; 2025Q4: 11,510 shares; 2026Q1: 10,207 shares; 2026Q2: 10,454 shares 10,454 $1.73M 0.62% +247 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: 11,636 shares; 2024Q4: 11,559 shares; 2025Q1: 11,559 shares; 2025Q2: 11,516 shares; 2025Q3: 11,554 shares; 2025Q4: 11,604 shares; 2026Q1: 11,663 shares; 2026Q2: 11,773 shares 11,773 $1.73M 0.62% +110 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: 14,271 shares; 2024Q4: 14,171 shares; 2025Q1: 14,111 shares; 2025Q2: 14,118 shares; 2025Q3: 14,161 shares; 2025Q4: 12,813 shares; 2026Q1: 12,111 shares; 2026Q2: 12,554 shares 12,554 $1.7M 0.61% +443 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: 18,638 shares; 2024Q4: 18,593 shares; 2025Q1: 18,553 shares; 2025Q2: 18,493 shares; 2025Q3: 18,691 shares; 2025Q4: 18,721 shares; 2026Q1: 18,876 shares; 2026Q2: 19,262 shares 19,262 $1.69M 0.6% +386 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: 2,046 shares; 2024Q4: 2,046 shares; 2025Q1: 2,046 shares; 2025Q2: 3,148 shares; 2025Q3: 3,230 shares; 2025Q4: 3,260 shares; 2026Q1: 3,297 shares; 2026Q2: 3,343 shares 3,343 $1.68M 0.6% +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: 1,350 shares; 2024Q4: 6,210 shares; 2025Q1: 8,941 shares; 2025Q2: 8,901 shares; 2025Q3: 9,037 shares; 2025Q4: 9,117 shares; 2026Q1: 8,233 shares; 2026Q2: 8,393 shares 8,393 $1.59M 0.57% +160 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: 4,087 shares; 2024Q4: 4,087 shares; 2025Q1: 4,587 shares; 2025Q2: 4,587 shares; 2025Q3: 4,587 shares; 2025Q4: 4,587 shares; 2026Q1: 4,387 shares; 2026Q2: 4,389 shares 4,389 $1.59M 0.57% +2 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: 5,218 shares; 2024Q4: 5,203 shares; 2025Q1: 5,340 shares; 2025Q2: 5,325 shares; 2025Q3: 5,036 shares; 2025Q4: 4,445 shares; 2026Q1: 4,070 shares; 2026Q2: 4,125 shares 4,125 $1.55M 0.55% +55 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: 2,238 shares; 2024Q4: 2,228 shares; 2025Q1: 2,220 shares; 2025Q2: 2,217 shares; 2025Q3: 2,361 shares; 2025Q4: 2,145 shares; 2026Q1: 2,068 shares; 2026Q2: 2,113 shares 2,113 $1.51M 0.54% +45 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,161 shares; 2026Q2: 3,249 shares 3,249 $1.41M 0.5% +1,088 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: 2,382 shares; 2024Q4: 2,383 shares; 2025Q1: 2,378 shares; 2025Q2: 2,368 shares; 2025Q3: 2,404 shares; 2025Q4: 2,426 shares; 2026Q1: 2,381 shares; 2026Q2: 2,216 shares 2,216 $1.41M 0.5% -165 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: 10,857 shares; 2024Q4: 10,837 shares; 2025Q1: 10,837 shares; 2025Q2: 10,677 shares; 2025Q3: 10,391 shares; 2025Q4: 10,416 shares; 2026Q1: 10,603 shares; 2026Q2: 10,915 shares 10,915 $1.4M 0.5% +312 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: 5,266 shares; 2024Q4: 5,213 shares; 2025Q1: 5,213 shares; 2025Q2: 5,228 shares; 2025Q3: 5,213 shares; 2025Q4: 5,203 shares; 2026Q1: 5,017 shares; 2026Q2: 5,176 shares 5,176 $1.4M 0.5% +159 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,063 shares; 2026Q1: 2,259 shares; 2026Q2: 2,363 shares 2,363 $1.37M 0.49% +104 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: 5,052 shares; 2024Q4: 5,000 shares; 2025Q1: 4,980 shares; 2025Q2: 3,957 shares; 2025Q3: 4,001 shares; 2025Q4: 4,038 shares; 2026Q1: 3,633 shares; 2026Q2: 3,620 shares 3,620 $1.34M 0.48% -13 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: 1,495 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 2,423 shares; 2025Q3: 2,559 shares; 2025Q4: 2,581 shares; 2026Q1: 2,614 shares; 2026Q2: 2,667 shares 2,667 $1.33M 0.48% +53 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: not reported; 2024Q4: 2,805 shares; 2025Q1: 5,120 shares; 2025Q2: 4,966 shares; 2025Q3: 5,038 shares; 2025Q4: 5,093 shares; 2026Q1: 5,250 shares; 2026Q2: 5,410 shares 5,410 $1.33M 0.48% +160 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: 7,823 shares; 2024Q4: 7,788 shares; 2025Q1: 7,788 shares; 2025Q2: 6,481 shares; 2025Q3: 6,596 shares; 2025Q4: 6,676 shares; 2026Q1: 6,188 shares; 2026Q2: 6,221 shares 6,221 $1.3M 0.47% +33 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: 8,317 shares; 2024Q4: 8,267 shares; 2025Q1: 8,267 shares; 2025Q2: 8,362 shares; 2025Q3: 8,343 shares; 2025Q4: 8,343 shares; 2026Q1: 8,318 shares; 2026Q2: 8,607 shares 8,607 $1.23M 0.44% +289 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: 2,000 shares; 2024Q4: 1,900 shares; 2025Q1: 1,250 shares; 2025Q2: 1,095 shares; 2025Q3: 900 shares; 2025Q4: 1,907 shares; 2026Q1: 2,724 shares; 2026Q2: 2,788 shares 2,788 $1.19M 0.42% +64 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: 3,044 shares; 2024Q4: 3,019 shares; 2025Q1: 3,019 shares; 2025Q2: 3,053 shares; 2025Q3: 3,053 shares; 2025Q4: 3,044 shares; 2026Q1: 2,969 shares; 2026Q2: 3,113 shares 3,113 $1.1M 0.39% +144 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,779 shares; 2024Q4: 1,769 shares; 2025Q1: 1,769 shares; 2025Q2: 1,729 shares; 2025Q3: 1,777 shares; 2025Q4: 1,817 shares; 2026Q1: 1,872 shares; 2026Q2: 1,939 shares 1,939 $1.09M 0.39% +67 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: 18,890 shares; 2024Q4: 18,820 shares; 2025Q1: 18,770 shares; 2025Q2: 17,451 shares; 2025Q3: 18,133 shares; 2025Q4: 18,448 shares; 2026Q1: 17,286 shares; 2026Q2: 17,690 shares 17,690 $1.01M 0.36% +404 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: 3,122 shares; 2024Q4: 3,122 shares; 2025Q1: 3,122 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares; 2025Q4: 3,111 shares; 2026Q1: 3,069 shares; 2026Q2: 3,389 shares 3,389 $994K 0.36% +320 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: 5,666 shares; 2024Q4: 5,668 shares; 2025Q1: 6,668 shares; 2025Q2: 6,631 shares; 2025Q3: 6,696 shares; 2025Q4: 6,666 shares; 2026Q1: 6,749 shares; 2026Q2: 6,913 shares 6,913 $937K 0.34% +164 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 975 shares; 2026Q1: 875 shares; 2026Q2: 1,785 shares 1,785 $926K 0.33% +910 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: 4,247 shares; 2024Q4: 4,212 shares; 2025Q1: 4,212 shares; 2025Q2: 4,162 shares; 2025Q3: 4,162 shares; 2025Q4: 4,144 shares; 2026Q1: 4,144 shares; 2026Q2: 4,144 shares 4,144 $914K 0.33% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,511 shares; 2024Q4: 8,466 shares; 2025Q1: 8,426 shares; 2025Q2: 8,106 shares; 2025Q3: 8,210 shares; 2025Q4: 8,360 shares; 2026Q1: 8,033 shares; 2026Q2: 8,041 shares 8,041 $911K 0.33% +8 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: 1,327 shares; 2024Q4: 1,312 shares; 2025Q1: 1,673 shares; 2025Q2: 1,681 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares; 2026Q1: 1,678 shares; 2026Q2: 1,772 shares 1,772 $903K 0.32% +94 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: 8,898 shares; 2024Q4: 8,848 shares; 2025Q1: 8,813 shares; 2025Q2: 8,913 shares; 2025Q3: 8,913 shares; 2025Q4: 8,913 shares; 2026Q1: 8,913 shares; 2026Q2: 9,301 shares 9,301 $890K 0.32% +388 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: 11,246 shares; 2024Q4: 11,226 shares; 2025Q1: 11,251 shares; 2025Q2: 11,156 shares; 2025Q3: 11,349 shares; 2025Q4: 9,888 shares; 2026Q1: 9,115 shares; 2026Q2: 9,157 shares 9,157 $881K 0.32% +42 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: 2,057 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 6,482 shares; 2025Q3: 6,714 shares; 2025Q4: 6,534 shares; 2026Q1: 6,604 shares; 2026Q2: 6,894 shares 6,894 $873K 0.31% +290 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: 14,224 shares; 2024Q4: 14,184 shares; 2025Q1: 14,184 shares; 2025Q2: 14,039 shares; 2025Q3: 13,757 shares; 2025Q4: 12,292 shares; 2026Q1: 11,508 shares; 2026Q2: 11,745 shares 11,745 $848K 0.3% +237 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,278 shares; 2026Q2: 2,219 shares 2,219 $829K 0.3% +941 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: 6,325 shares; 2024Q4: 6,325 shares; 2025Q1: 6,525 shares; 2025Q2: 5,825 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares; 2026Q1: 5,825 shares; 2026Q2: 5,825 shares 5,825 $813K 0.29% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,412 shares; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 2,392 shares; 2025Q3: 2,428 shares; 2025Q4: 2,458 shares; 2026Q1: 2,501 shares; 2026Q2: 2,570 shares 2,570 $809K 0.29% +69 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,108 shares; 2026Q2: 4,727 shares 4,727 $803K 0.29% +1,619 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,508 shares; 2024Q4: 28,193 shares; 2025Q1: 29,718 shares; 2025Q2: 36,694 shares; 2025Q3: 36,894 shares; 2025Q4: 35,449 shares; 2026Q1: 42,419 shares; 2026Q2: 41,824 shares 41,824 $797K 0.29% -595 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: 4,533 shares; 2024Q4: 4,225 shares; 2025Q1: 4,225 shares; 2025Q2: 4,225 shares; 2025Q3: 7,227 shares; 2025Q4: 8,212 shares; 2026Q1: 8,402 shares; 2026Q2: 8,619 shares 8,619 $782K 0.28% +217 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: 693 shares; 2024Q4: 653 shares; 2025Q1: 1,820 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 4,345 shares; 2026Q2: 5,700 shares 5,700 $779K 0.28% +1,355 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 614 shares; 2026Q1: 636 shares; 2026Q2: 665 shares 665 $753K 0.27% +29 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: 2,996 shares; 2024Q4: 3,028 shares; 2025Q1: 3,205 shares; 2025Q2: 3,241 shares; 2025Q3: 3,241 shares; 2025Q4: 3,226 shares; 2026Q1: 3,166 shares; 2026Q2: 3,318 shares 3,318 $740K 0.26% +152 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: 6,005 shares; 2024Q4: 5,985 shares; 2025Q1: 5,985 shares; 2025Q2: 5,945 shares; 2025Q3: 6,078 shares; 2025Q4: 6,138 shares; 2026Q1: 5,672 shares; 2026Q2: 5,748 shares 5,748 $708K 0.25% +76 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 4,018 shares; 2025Q4: 4,368 shares; 2026Q1: 4,368 shares; 2026Q2: 4,570 shares 4,570 $661K 0.24% +202 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,876 shares; 2025Q4: 1,876 shares; 2026Q1: 1,876 shares; 2026Q2: 1,816 shares 1,816 $614K 0.22% -60 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,689 shares; 2026Q1: 7,184 shares; 2026Q2: 7,388 shares 7,388 $528K 0.19% +204 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: 4,967 shares; 2024Q4: 4,847 shares; 2025Q1: 4,847 shares; 2025Q2: 5,014 shares; 2025Q3: 4,994 shares; 2025Q4: 4,994 shares; 2026Q1: 4,994 shares; 2026Q2: 5,479 shares 5,479 $500K 0.18% +485 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: 20,629 shares; 2024Q4: 20,504 shares; 2025Q1: 20,504 shares; 2025Q2: 20,604 shares; 2025Q3: 20,604 shares; 2025Q4: 19,888 shares; 2026Q1: 19,593 shares; 2026Q2: 20,403 shares 20,403 $491K 0.18% +810 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 2,904 shares; 2025Q4: 3,004 shares; 2026Q1: 2,963 shares; 2026Q2: 2,892 shares 2,892 $453K 0.16% -71 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: 6,724 shares; 2024Q4: 6,724 shares; 2025Q1: 4,743 shares; 2025Q2: 4,693 shares; 2025Q3: 4,603 shares; 2025Q4: 4,564 shares; 2026Q1: 4,583 shares; 2026Q2: 4,583 shares 4,583 $442K 0.16% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,511 shares; 2024Q4: 2,481 shares; 2025Q1: 2,456 shares; 2025Q2: 2,463 shares; 2025Q3: 2,523 shares; 2025Q4: 2,522 shares; 2026Q1: 2,611 shares; 2026Q2: 1,385 shares 1,385 $441K 0.16% -1,226 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 2,170 shares; 2026Q1: 3,726 shares; 2026Q2: 3,772 shares 3,772 $440K 0.16% +46 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,187 shares; 2024Q4: 7,147 shares; 2025Q1: 7,147 shares; 2025Q2: 7,317 shares; 2025Q3: 7,317 shares; 2025Q4: 7,317 shares; 2026Q1: 7,305 shares; 2026Q2: 8,008 shares 8,008 $434K 0.16% +703 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,163 shares; 2025Q4: 2,278 shares; 2026Q1: 2,438 shares; 2026Q2: 2,541 shares 2,541 $426K 0.15% +103 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: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares; 2026Q1: 1,725 shares; 2026Q2: 1,725 shares 1,725 $410K 0.15% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 1,364 shares; 2025Q1: 1,870 shares; 2025Q2: 1,927 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,930 shares; 2026Q2: 2,158 shares 2,158 $399K 0.14% +228 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: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,515 shares; 2026Q1: 2,515 shares; 2026Q2: 2,859 shares 2,859 $391K 0.14% +344 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: 4,490 shares; 2024Q4: 4,390 shares; 2025Q1: 4,788 shares; 2025Q2: 4,918 shares; 2025Q3: 4,918 shares; 2025Q4: 4,918 shares; 2026Q1: 4,918 shares; 2026Q2: 5,413 shares 5,413 $389K 0.14% +495 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: 5,126 shares; 2024Q4: 5,046 shares; 2025Q1: 4,846 shares; 2025Q2: 4,736 shares; 2025Q3: 4,736 shares; 2025Q4: 4,736 shares; 2026Q1: 4,570 shares; 2026Q2: 4,941 shares 4,941 $387K 0.14% +371 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: 5,096 shares; 2024Q4: 5,096 shares; 2025Q1: 5,096 shares; 2025Q2: 4,936 shares; 2025Q3: 4,936 shares; 2025Q4: 5,204 shares; 2026Q1: 4,954 shares; 2026Q2: 4,954 shares 4,954 $374K 0.13% 0 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: 4,555 shares; 2024Q4: 4,540 shares; 2025Q1: 4,540 shares; 2025Q2: 4,535 shares; 2025Q3: 630 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $362K 0.13% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,576 shares; 2024Q4: 2,576 shares; 2025Q1: 2,576 shares; 2025Q2: 2,576 shares; 2025Q3: 2,576 shares; 2025Q4: 2,576 shares; 2026Q1: 2,576 shares; 2026Q2: 2,576 shares 2,576 $352K 0.13% 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: 143 shares; 2025Q1: 278 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares; 2026Q2: 346 shares 346 $350K 0.13% +52 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,230 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 3,247 shares; 2025Q3: 3,247 shares; 2025Q4: 3,227 shares; 2026Q1: 3,177 shares; 2026Q2: 3,533 shares 3,533 $347K 0.12% +356 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: 1,525 shares 1,525 $341K 0.12% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,819 shares; 2026Q1: 11,159 shares; 2026Q2: 10,792 shares 10,792 $341K 0.12% -367 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: 1,525 shares 1,525 $337K 0.12% new 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: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares; 2026Q1: 466 shares; 2026Q2: 435 shares 435 $325K 0.12% -31 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: 6,386 shares; 2024Q4: 4,616 shares; 2025Q1: 4,566 shares; 2025Q2: 4,806 shares; 2025Q3: 4,537 shares; 2025Q4: 4,337 shares; 2026Q1: 4,337 shares; 2026Q2: 5,138 shares 5,138 $310K 0.11% +801 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,247 shares; 2024Q4: 5,232 shares; 2025Q1: 5,202 shares; 2025Q2: 4,942 shares; 2025Q3: 4,772 shares; 2025Q4: 4,417 shares; 2026Q1: 4,492 shares; 2026Q2: 4,050 shares 4,050 $291K 0.1% -442 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 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: 1,006 shares 1,006 $274K 0.1% +6 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: 1,000 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: 1,006 shares 1,006 $272K 0.1% +6 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: 7,075 shares; 2024Q4: 6,684 shares; 2025Q1: 6,954 shares; 2025Q2: 7,109 shares; 2025Q3: 7,109 shares; 2025Q4: 5,604 shares; 2026Q1: 5,538 shares; 2026Q2: 6,350 shares 6,350 $269K 0.1% +812 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: 870 shares; 2024Q4: 870 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 958 shares; 2025Q4: 770 shares; 2026Q1: 770 shares; 2026Q2: 770 shares 770 $265K 0.09% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,995 shares; 2024Q4: 106,122 shares; 2025Q1: 109,598 shares; 2025Q2: 22,019 shares; 2025Q3: 11,472 shares; 2025Q4: 11,194 shares; 2026Q1: 10,390 shares; 2026Q2: 10,390 shares 10,390 $244K 0.09% 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: 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 $243K 0.09% 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: 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 $234K 0.08% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 1,860 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares; 2026Q2: 2,167 shares 2,167 $234K 0.08% +337 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: 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: 1,011 shares 1,011 $226K 0.08% +11 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: 757 shares; 2024Q4: 757 shares; 2025Q1: 757 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares; 2026Q2: 991 shares 991 $219K 0.08% +199 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,895 shares; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,941 shares; 2025Q3: 1,941 shares; 2025Q4: 1,941 shares; 2026Q1: 1,941 shares; 2026Q2: 2,268 shares 2,268 $215K 0.08% +327 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,963 shares; 2024Q4: 1,963 shares; 2025Q1: 1,963 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,045 shares; 2026Q1: 2,085 shares; 2026Q2: 2,499 shares 2,499 $209K 0.07% +414 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: 1,703 shares; 2024Q4: 1,638 shares; 2025Q1: 1,638 shares; 2025Q2: 1,588 shares; 2025Q3: 1,588 shares; 2025Q4: 1,428 shares; 2026Q1: 1,428 shares; 2026Q2: 1,286 shares 1,286 $208K 0.07% -142 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: 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 $205K 0.07% 0 Timeline RAIL FREIGHTCAR AMER INC More: the full row for FREIGHTCAR AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $195K 0.07% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 381 shares; 2026Q2: 381 shares 381 $194K 0.07% 0 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: 895 shares; 2024Q4: 875 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 997 shares; 2025Q4: 850 shares; 2026Q1: 830 shares; 2026Q2: 830 shares 830 $188K 0.07% 0 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: 63 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 250 shares 250 $184K 0.07% +47 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: 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 $183K 0.07% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,526 shares; 2024Q4: 2,428 shares; 2025Q1: 2,408 shares; 2025Q2: 2,388 shares; 2025Q3: 2,388 shares; 2025Q4: 2,163 shares; 2026Q1: 2,163 shares; 2026Q2: 1,476 shares 1,476 $174K 0.06% -687 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares 1,150 $174K 0.06% 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: 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 $169K 0.06% 0 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: 916 shares; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 916 shares; 2026Q1: 916 shares; 2026Q2: 916 shares 916 $164K 0.06% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 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 $152K 0.05% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares 1,004 $148K 0.05% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,910 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,510 shares; 2026Q1: 1,510 shares; 2026Q2: 1,510 shares 1,510 $143K 0.05% 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: 100 shares; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 747 shares; 2026Q2: 747 shares 747 $138K 0.05% 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $136K 0.05% 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: not reported; 2024Q4: 1,718 shares; 2025Q1: 3,975 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares; 2026Q2: 5,062 shares 5,062 $124K 0.04% +887 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: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $123K 0.04% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $121K 0.04% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK 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: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $119K 0.04% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,450 shares; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $117K 0.04% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $116K 0.04% 0 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: 1,000 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 $110K 0.04% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185 shares; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares; 2026Q2: 1,361 shares 1,361 $103K 0.04% +191 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $103K 0.04% 0 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: 126 shares; 2024Q4: 126 shares; 2025Q1: 138 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 149 shares 149 $102K 0.04% 0 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: 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 $101K 0.04% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302 shares; 2026Q2: 569 shares 569 $99.8K 0.04% +267 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 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 $99K 0.04% 0 Timeline FIW 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: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $98.6K 0.04% 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: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $97.2K 0.03% 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $95.6K 0.03% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $95.4K 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $90.8K 0.03% 0 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $88.1K 0.03% 0 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: 450 shares; 2026Q2: 450 shares 450 $84.1K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $78K 0.03% 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: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 4,639 shares; 2026Q1: 788 shares; 2026Q2: 803 shares 803 $69.8K 0.02% +15 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,650 shares; 2025Q1: 6,650 shares; 2025Q2: 6,650 shares; 2025Q3: 6,650 shares; 2025Q4: 6,650 shares; 2026Q1: 6,650 shares; 2026Q2: 6,650 shares 6,650 $69.3K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643 shares; 2024Q4: 643 shares; 2025Q1: 643 shares; 2025Q2: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 643 shares; 2026Q2: 643 shares 643 $69.2K 0.02% 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 816 shares 816 $66.3K 0.02% +16 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: 10,010 shares; 2024Q4: 9,930 shares; 2025Q1: 2,136 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,430 shares; 2026Q2: 1,010 shares 1,010 $63.5K 0.02% -420 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $62.6K 0.02% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares; 2026Q2: 531 shares 531 $57.9K 0.02% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 456 shares; 2026Q2: 390 shares 390 $57.1K 0.02% -66 Timeline CIVB CIVISTA BANCSHARES INC More: the full row for CIVISTA BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $56.4K 0.02% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 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 $54.1K 0.02% 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: not reported; 2024Q4: 50 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 354 shares; 2026Q2: 354 shares 354 $53.6K 0.02% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 200 shares 200 $53.6K 0.02% +13 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares; 2026Q2: 605 shares 605 $52.3K 0.02% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $50.9K 0.02% 0 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 728 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $50.3K 0.02% 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: 2,340 shares; 2024Q4: 1,510 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 571 shares; 2026Q1: 491 shares; 2026Q2: 491 shares 491 $50.2K 0.02% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $48.7K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $44.5K 0.02% 0 Timeline PVI 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: 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 $42.3K 0.02% 0 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: 1,324 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 764 shares 764 $40.6K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $39.9K 0.01% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $39.2K 0.01% 0 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: 6,122 shares; 2024Q4: 6,094 shares; 2025Q1: 6,094 shares; 2025Q2: 6,019 shares; 2025Q3: 6,170 shares; 2025Q4: 6,285 shares; 2026Q1: 2,418 shares; 2026Q2: 286 shares 286 $37.1K 0.01% -2,132 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: 893 shares; 2024Q4: 893 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $37K 0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $36.3K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $36.1K 0.01% 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: 447 shares; 2024Q4: 447 shares; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares; 2026Q2: 317 shares 317 $34.9K 0.01% 0 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $33.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 335 shares; 2026Q1: 335 shares; 2026Q2: 337 shares 337 $33.5K 0.01% +2 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 499 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $33.4K 0.01% 0 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: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares; 2026Q2: 197 shares 197 $32.4K 0.01% 0 Timeline FBT 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: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $30.2K 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $29.9K 0.01% 0 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: 1,633 shares; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares; 2025Q4: 1,633 shares; 2026Q1: 522 shares; 2026Q2: 522 shares 522 $28.5K 0.01% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $27.5K 0.01% 0 Timeline VRP 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: 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 $26.7K 0.01% 0 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $26.6K 0.01% 0 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $25.2K 0.01% 0 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $22.2K 0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 275 shares 275 $21.7K 0.01% -165 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,121 shares; 2024Q4: 3,101 shares; 2025Q1: 3,068 shares; 2025Q2: 2,806 shares; 2025Q3: 979 shares; 2025Q4: 47 shares; 2026Q1: 35 shares; 2026Q2: 52 shares 52 $21.6K 0.01% +17 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 305 shares 305 $20.9K 0.01% 0 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $20.8K 0.01% 0 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: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $20.6K 0.01% 0 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,358 shares; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 462 shares 462 $20.4K 0.01% 0 Timeline FXN 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: 1,004 shares; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares 1,004 $20.3K 0.01% 0 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: not reported; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $19.6K 0.01% 0 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: 1,405 shares; 2024Q4: 1,285 shares; 2025Q1: 1,185 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 735 shares; 2026Q2: 450 shares 450 $18.5K 0.01% -285 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: 480 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $17.7K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 513 shares; 2025Q1: 513 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 409 shares; 2026Q1: 409 shares; 2026Q2: 409 shares 409 $17.7K 0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 100 shares 100 $15.1K 0.01% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $13.3K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares 174 $12.6K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 88 shares 88 $10.5K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 120 shares 120 $10.3K <0.01% +100 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $9.54K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 90 shares 90 $8.64K <0.01% +5 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $8.6K <0.01% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 50 shares 50 $8.54K <0.01% new Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 175 shares 175 $8.12K <0.01% -75 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares; 2026Q2: 20 shares 20 $7.5K <0.01% -135 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $7.31K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $7K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,802 shares; 2024Q4: 2,752 shares; 2025Q1: 2,752 shares; 2025Q2: 2,808 shares; 2025Q3: 1,667 shares; 2025Q4: 240 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $6.45K <0.01% 0 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $5.94K <0.01% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $5.71K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74 shares 74 $5.5K <0.01% new 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: 1,196 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $4.89K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $4.62K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $4.55K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23 shares 23 $4.16K <0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,271 shares; 2024Q4: 5,064 shares; 2025Q1: 1,634 shares; 2025Q2: 1,634 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 150 shares 150 $4.1K <0.01% -200 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: 105 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $4.09K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $4.04K <0.01% 0 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: not reported; 2026Q2: 6 shares 6 $3.94K <0.01% new Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $3.79K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70 shares 70 $3.75K <0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $3.32K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $3.3K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $3.23K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares 27 $3.17K <0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26 shares 26 $3.08K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares 27 $2.89K <0.01% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $2.86K <0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $2.86K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $2.85K <0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48 shares 48 $2.78K <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA 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: 29 shares 29 $2.69K <0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 99 shares 99 $2.63K <0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72 shares 72 $2.62K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19 $2.52K <0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49 shares 49 $2.35K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $2.35K <0.01% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS 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: 12 shares 12 $2.26K <0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $2.1K <0.01% new 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: 566 shares; 2024Q4: 433 shares; 2025Q1: 408 shares; 2025Q2: 299 shares; 2025Q3: 45 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $2.09K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $1.92K <0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $1.8K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51 shares 51 $1.63K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $1.47K <0.01% new 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: not reported; 2026Q1: not reported; 2026Q2: 17 shares 17 $1.41K <0.01% new Timeline NTRA NATERA INC More: the full row for NATERA 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: 5 shares 5 $1.36K <0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $1.35K <0.01% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24 shares 24 $1.27K <0.01% new 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: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $1.27K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $1.26K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $1.26K <0.01% 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: 3,151 shares; 2024Q4: 3,141 shares; 2025Q1: 3,076 shares; 2025Q2: 2,946 shares; 2025Q3: 1,305 shares; 2025Q4: 16 shares; 2026Q1: not reported; 2026Q2: 10 shares 10 $1.24K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $1.11K <0.01% new 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: not reported; 2026Q1: 262 shares; 2026Q2: 12 shares 12 $1.06K <0.01% -250 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $1.06K <0.01% new Timeline KBWB 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11 $1.02K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $961 <0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $923 <0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $884 <0.01% new Timeline PPA 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: 5 shares 5 $883 <0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS 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 shares 1 $858 <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $853 <0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $783 <0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $756 <0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $720 <0.01% new Timeline XME 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: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $642 <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $627 <0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 2 shares 2 $602 <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $571 <0.01% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $539 <0.01% new 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: 350 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $444 <0.01% new Timeline IFRA 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: 7 shares 7 $441 <0.01% new Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $409 <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $407 <0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $397 <0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA 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 shares 1 $365 <0.01% 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: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $346 <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $326 <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $271 <0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $255 <0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $230 <0.01% new Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $205 <0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA 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: 1 shares 1 $159 <0.01% new Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $95 <0.01% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $57 <0.01% 0 Timeline