DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,600,812 shares; 2025Q1: 3,652,694 shares; 2025Q2: 3,565,796 shares; 2025Q3: 3,593,322 shares; 2025Q4: 3,627,710 shares; 2026Q1: 3,599,322 shares; 2026Q2: 3,693,307 shares; 2026Q3: 3,772,461 shares 3,772,461 $156M 15.7% +79,154 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 852,397 shares; 2025Q1: 908,716 shares; 2025Q2: 1,026,562 shares; 2025Q3: 1,091,822 shares; 2025Q4: 1,138,940 shares; 2026Q1: 1,358,554 shares; 2026Q2: 1,356,674 shares; 2026Q3: 1,374,353 shares 1,374,353 $124M 12.49% +17,679 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,548,840 shares; 2025Q1: 2,086,399 shares; 2025Q2: 3,245,196 shares; 2025Q3: 3,441,065 shares; 2025Q4: 3,670,514 shares; 2026Q1: 3,920,931 shares; 2026Q2: 4,082,346 shares; 2026Q3: 4,412,615 shares 4,412,615 $105M 10.58% +330,269 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,588,042 shares; 2025Q1: 2,135,579 shares; 2025Q2: 3,256,103 shares; 2025Q3: 3,452,681 shares; 2025Q4: 3,656,158 shares; 2026Q1: 3,897,100 shares; 2026Q2: 4,074,314 shares; 2026Q3: 4,430,741 shares 4,430,741 $105M 10.55% +356,427 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 866,350 shares; 2025Q1: 888,703 shares; 2025Q2: 954,004 shares; 2025Q3: 954,551 shares; 2025Q4: 966,616 shares; 2026Q1: 970,443 shares; 2026Q2: 979,623 shares; 2026Q3: 994,747 shares 994,747 $77M 7.74% +15,124 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 561,269 shares; 2025Q1: 583,732 shares; 2025Q2: 635,751 shares; 2025Q3: 636,120 shares; 2025Q4: 645,547 shares; 2026Q1: 632,849 shares; 2026Q2: 631,595 shares; 2026Q3: 639,896 shares 639,896 $75.4M 7.57% +8,301 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 419,882 shares; 2025Q1: 427,270 shares; 2025Q2: 410,296 shares; 2025Q3: 403,602 shares; 2025Q4: 398,564 shares; 2026Q1: 378,227 shares; 2026Q2: 384,008 shares; 2026Q3: 400,502 shares 400,502 $43.8M 4.4% +16,494 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 386,671 shares; 2025Q1: 393,645 shares; 2025Q2: 429,561 shares; 2025Q3: 434,032 shares; 2025Q4: 443,990 shares; 2026Q1: 444,730 shares; 2026Q2: 453,485 shares; 2026Q3: 471,184 shares 471,184 $36M 3.61% +17,699 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 598,442 shares; 2025Q1: 586,765 shares; 2025Q2: 572,044 shares; 2025Q3: 565,076 shares; 2025Q4: 556,567 shares; 2026Q1: 544,583 shares; 2026Q2: 535,101 shares; 2026Q3: 519,604 shares 519,604 $28.6M 2.87% -15,497 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 590,919 shares; 2025Q1: 608,244 shares; 2025Q2: 606,532 shares; 2025Q3: 602,109 shares; 2025Q4: 597,107 shares; 2026Q1: 587,776 shares; 2026Q2: 590,139 shares; 2026Q3: 604,724 shares 604,724 $23.8M 2.39% +14,585 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,933 shares; 2025Q1: 25,271 shares; 2025Q2: 24,811 shares; 2025Q3: 23,897 shares; 2025Q4: 23,258 shares; 2026Q1: 22,902 shares; 2026Q2: 22,439 shares; 2026Q3: 21,587 shares 21,587 $16.5M 1.66% -852 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; 2024Q4: 28,737 shares; 2025Q1: 27,250 shares; 2025Q2: 26,130 shares; 2025Q3: 23,472 shares; 2025Q4: 22,019 shares; 2026Q1: 21,143 shares; 2026Q2: 20,653 shares; 2026Q3: 19,974 shares 19,974 $14M 1.41% -679 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 211,620 shares; 2025Q1: 206,246 shares; 2025Q2: 201,404 shares; 2025Q3: 199,099 shares; 2025Q4: 195,022 shares; 2026Q1: 190,210 shares; 2026Q2: 187,138 shares; 2026Q3: 182,458 shares 182,458 $12.1M 1.22% -4,680 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 316,029 shares; 2025Q1: 311,542 shares; 2025Q2: 306,541 shares; 2025Q3: 303,423 shares; 2025Q4: 300,546 shares; 2026Q1: 293,560 shares; 2026Q2: 291,117 shares; 2026Q3: 281,788 shares 281,788 $10.4M 1.05% -9,329 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 289,878 shares; 2025Q1: 286,789 shares; 2025Q2: 276,453 shares; 2025Q3: 271,841 shares; 2025Q4: 269,680 shares; 2026Q1: 264,449 shares; 2026Q2: 259,931 shares; 2026Q3: 256,510 shares 256,510 $8.73M 0.88% -3,421 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,225 shares; 2025Q1: 3,195 shares; 2025Q2: 3,195 shares; 2025Q3: 20,376 shares; 2025Q4: 42,588 shares; 2026Q1: 50,983 shares; 2026Q2: 53,170 shares; 2026Q3: 62,964 shares 62,964 $7.45M 0.75% +9,794 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 97,337 shares; 2025Q1: 97,120 shares; 2025Q2: 94,322 shares; 2025Q3: 93,791 shares; 2025Q4: 92,899 shares; 2026Q1: 89,017 shares; 2026Q2: 86,870 shares; 2026Q3: 125,775 shares 125,775 $7.03M 0.71% +38,905 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; 2024Q4: 18,165 shares; 2025Q1: 17,748 shares; 2025Q2: 17,642 shares; 2025Q3: 17,364 shares; 2025Q4: 17,146 shares; 2026Q1: 16,804 shares; 2026Q2: 17,467 shares; 2026Q3: 17,003 shares 17,003 $6.36M 0.64% -464 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,735 shares; 2025Q1: 79,812 shares; 2025Q2: 78,602 shares; 2025Q3: 77,779 shares; 2025Q4: 74,574 shares; 2026Q1: 72,796 shares; 2026Q2: 69,872 shares; 2026Q3: 69,477 shares 69,477 $6.24M 0.63% -395 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,108 shares; 2025Q1: 13,655 shares; 2025Q2: 13,162 shares; 2025Q3: 13,126 shares; 2025Q4: 13,088 shares; 2026Q1: 13,006 shares; 2026Q2: 12,706 shares; 2026Q3: 12,620 shares 12,620 $5.25M 0.53% -86 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 154,431 shares; 2025Q1: 150,496 shares; 2025Q2: 140,219 shares; 2025Q3: 136,064 shares; 2025Q4: 135,017 shares; 2026Q1: 132,564 shares; 2026Q2: 129,662 shares; 2026Q3: 127,871 shares 127,871 $4.81M 0.48% -1,791 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,149 shares; 2025Q1: 56,134 shares; 2025Q2: 56,304 shares; 2025Q3: 55,118 shares; 2025Q4: 55,452 shares; 2026Q1: 50,271 shares; 2026Q2: 49,662 shares; 2026Q3: 49,007 shares 49,007 $4.42M 0.44% -655 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,326 shares; 2025Q1: 21,304 shares; 2025Q2: 21,171 shares; 2025Q3: 21,148 shares; 2025Q4: 20,876 shares; 2026Q1: 19,808 shares; 2026Q2: 19,775 shares; 2026Q3: 19,642 shares 19,642 $4.24M 0.43% -133 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,562 shares; 2025Q1: 14,155 shares; 2025Q2: 13,611 shares; 2025Q3: 13,448 shares; 2025Q4: 13,069 shares; 2026Q1: 13,032 shares; 2026Q2: 51,734 shares; 2026Q3: 50,203 shares 50,203 $3.94M 0.4% -1,531 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,540 shares; 2025Q1: 43,095 shares; 2025Q2: 42,620 shares; 2025Q3: 41,404 shares; 2025Q4: 40,784 shares; 2026Q1: 40,650 shares; 2026Q2: 40,988 shares; 2026Q3: 47,111 shares 47,111 $3.91M 0.39% +6,123 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,144 shares; 2025Q1: 13,316 shares; 2025Q2: 13,255 shares; 2025Q3: 13,235 shares; 2025Q4: 13,042 shares; 2026Q1: 13,079 shares; 2026Q2: 11,934 shares; 2026Q3: 11,126 shares 11,126 $3.71M 0.37% -808 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 221,536 shares; 2025Q1: 217,183 shares; 2025Q2: 183,863 shares; 2025Q3: 175,710 shares; 2025Q4: 172,816 shares; 2026Q1: 170,327 shares; 2026Q2: 167,885 shares; 2026Q3: 164,686 shares 164,686 $3.63M 0.36% -3,199 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,665 shares; 2025Q1: 15,786 shares; 2025Q2: 15,666 shares; 2025Q3: 15,721 shares; 2025Q4: 14,642 shares; 2026Q1: 15,097 shares; 2026Q2: 15,095 shares; 2026Q3: 15,726 shares 15,726 $3.59M 0.36% +631 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 132,596 shares; 2025Q1: 130,199 shares; 2025Q2: 126,768 shares; 2025Q3: 123,738 shares; 2025Q4: 121,559 shares; 2026Q1: 115,011 shares; 2026Q2: 111,592 shares; 2026Q3: 110,458 shares 110,458 $3.03M 0.3% -1,134 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; 2024Q4: 130 shares; 2025Q1: 9,111 shares; 2025Q2: 9,111 shares; 2025Q3: 9,111 shares; 2025Q4: 9,111 shares; 2026Q1: 9,111 shares; 2026Q2: 9,111 shares; 2026Q3: 9,159 shares 9,159 $3.01M 0.3% +48 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,487 shares; 2025Q1: 37,784 shares; 2025Q2: 36,833 shares; 2025Q3: 36,596 shares; 2025Q4: 35,874 shares; 2026Q1: 35,104 shares; 2026Q2: 35,107 shares; 2026Q3: 34,917 shares 34,917 $2.9M 0.29% -190 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,302 shares; 2025Q1: 4,962 shares; 2025Q2: 5,013 shares; 2025Q3: 5,014 shares; 2025Q4: 4,964 shares; 2026Q1: 4,970 shares; 2026Q2: 5,101 shares; 2026Q3: 5,321 shares 5,321 $2.73M 0.27% +220 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; 2024Q4: 10,242 shares; 2025Q1: 10,138 shares; 2025Q2: 9,778 shares; 2025Q3: 9,424 shares; 2025Q4: 9,244 shares; 2026Q1: 8,949 shares; 2026Q2: 9,034 shares; 2026Q3: 8,698 shares 8,698 $2.47M 0.25% -336 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,319 shares; 2025Q1: 42,712 shares; 2025Q2: 41,395 shares; 2025Q3: 40,796 shares; 2025Q4: 40,236 shares; 2026Q1: 39,852 shares; 2026Q2: 39,058 shares; 2026Q3: 38,669 shares 38,669 $2.44M 0.24% -389 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,548 shares; 2025Q1: 5,548 shares; 2025Q2: 5,548 shares; 2025Q3: 5,548 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares; 2026Q3: 5,500 shares 5,500 $2.37M 0.24% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85,339 shares; 2025Q1: 83,306 shares; 2025Q2: 83,589 shares; 2025Q3: 81,938 shares; 2025Q4: 80,604 shares; 2026Q1: 79,379 shares; 2026Q2: 78,837 shares; 2026Q3: 78,359 shares 78,359 $2.35M 0.24% -478 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,189 shares; 2025Q1: 75,580 shares; 2025Q2: 74,956 shares; 2025Q3: 73,047 shares; 2025Q4: 71,534 shares; 2026Q1: 70,477 shares; 2026Q2: 68,921 shares; 2026Q3: 67,919 shares 67,919 $2.22M 0.22% -1,002 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,090 shares; 2025Q1: 64,346 shares; 2025Q2: 63,142 shares; 2025Q3: 62,413 shares; 2025Q4: 62,255 shares; 2026Q1: 60,512 shares; 2026Q2: 59,923 shares; 2026Q3: 58,679 shares 58,679 $1.95M 0.2% -1,244 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,447 shares; 2025Q1: 25,893 shares; 2025Q2: 27,782 shares; 2025Q3: 27,563 shares; 2025Q4: 27,218 shares; 2026Q1: 27,041 shares; 2026Q2: 26,911 shares; 2026Q3: 26,570 shares 26,570 $1.84M 0.18% -341 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 425,875 shares; 2025Q1: 324,305 shares; 2025Q2: 34,905 shares; 2025Q3: 30,036 shares; 2025Q4: 27,747 shares; 2026Q1: 26,913 shares; 2026Q2: 27,260 shares; 2026Q3: 23,630 shares 23,630 $1.81M 0.18% -3,630 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,480 shares; 2025Q1: 42,767 shares; 2025Q2: 43,296 shares; 2025Q3: 43,296 shares; 2025Q4: 43,182 shares; 2026Q1: 42,935 shares; 2026Q2: 42,935 shares; 2026Q3: 41,433 shares 41,433 $1.79M 0.18% -1,502 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,047 shares; 2025Q1: 9,617 shares; 2025Q2: 9,263 shares; 2025Q3: 9,263 shares; 2025Q4: 8,917 shares; 2026Q1: 8,917 shares; 2026Q2: 8,910 shares; 2026Q3: 8,883 shares 8,883 $1.64M 0.16% -27 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,846 shares; 2025Q1: 7,554 shares; 2025Q2: 7,498 shares; 2025Q3: 7,541 shares; 2025Q4: 7,317 shares; 2026Q1: 6,980 shares; 2026Q2: 6,916 shares; 2026Q3: 6,803 shares 6,803 $1.55M 0.16% -113 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,843 shares 8,843 $1.44M 0.14% 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; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares; 2026Q1: 2,293 shares; 2026Q2: 2,293 shares; 2026Q3: 1,821 shares 1,821 $1.39M 0.14% -472 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 421,682 shares; 2025Q1: 319,594 shares; 2025Q2: 33,287 shares; 2025Q3: 31,144 shares; 2025Q4: 29,533 shares; 2026Q1: 27,277 shares; 2026Q2: 27,247 shares; 2026Q3: 18,967 shares 18,967 $1.38M 0.14% -8,280 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,188 shares; 2025Q1: 15,502 shares; 2025Q2: 15,188 shares; 2025Q3: 14,732 shares; 2025Q4: 14,226 shares; 2026Q1: 13,688 shares; 2026Q2: 13,491 shares; 2026Q3: 12,524 shares 12,524 $1.28M 0.13% -967 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; 2024Q4: 5,333 shares; 2025Q1: 5,263 shares; 2025Q2: 5,242 shares; 2025Q3: 5,245 shares; 2025Q4: 5,204 shares; 2026Q1: 5,172 shares; 2026Q2: 5,173 shares; 2026Q3: 5,150 shares 5,150 $1.19M 0.12% -23 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,035 shares; 2025Q1: 4,931 shares; 2025Q2: 4,818 shares; 2025Q3: 4,735 shares; 2025Q4: 4,623 shares; 2026Q1: 4,537 shares; 2026Q2: 4,482 shares; 2026Q3: 4,485 shares 4,485 $1.19M 0.12% +3 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,805 shares; 2025Q1: 4,805 shares; 2025Q2: 4,905 shares; 2025Q3: 4,905 shares; 2025Q4: 4,955 shares; 2026Q1: 4,955 shares; 2026Q2: 4,955 shares; 2026Q3: 4,955 shares 4,955 $1.17M 0.12% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,984 shares; 2025Q1: 1,874 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,827 shares; 2026Q1: 1,673 shares; 2026Q2: 1,673 shares; 2026Q3: 1,695 shares 1,695 $1.14M 0.11% +22 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,643 shares; 2025Q1: 4,580 shares; 2025Q2: 4,580 shares; 2025Q3: 4,580 shares; 2025Q4: 4,500 shares; 2026Q1: 4,483 shares; 2026Q2: 4,387 shares; 2026Q3: 4,070 shares 4,070 $1.13M 0.11% -317 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,239 shares; 2025Q1: 3,205 shares; 2025Q2: 3,186 shares; 2025Q3: 3,169 shares; 2025Q4: 3,152 shares; 2026Q1: 3,101 shares; 2026Q2: 3,093 shares; 2026Q3: 3,093 shares 3,093 $1.09M 0.11% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,948 shares; 2025Q1: 8,334 shares; 2025Q2: 8,019 shares; 2025Q3: 8,070 shares; 2025Q4: 8,047 shares; 2026Q1: 7,935 shares; 2026Q2: 7,933 shares; 2026Q3: 7,665 shares 7,665 $1.04M 0.1% -268 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 2,743 shares; 2025Q2: 2,743 shares; 2025Q3: 2,743 shares; 2025Q4: 2,572 shares; 2026Q1: 2,572 shares; 2026Q2: 2,520 shares; 2026Q3: 2,528 shares 2,528 $980K 0.1% +8 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,656 shares; 2025Q1: 15,300 shares; 2025Q2: 15,255 shares; 2025Q3: 15,040 shares; 2025Q4: 15,004 shares; 2026Q1: 14,737 shares; 2026Q2: 14,599 shares; 2026Q3: 14,469 shares 14,469 $891K 0.09% -130 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,988 shares; 2025Q1: 13,043 shares; 2025Q2: 12,858 shares; 2025Q3: 12,851 shares; 2025Q4: 12,637 shares; 2026Q1: 12,557 shares; 2026Q2: 12,558 shares; 2026Q3: 12,165 shares 12,165 $875K 0.09% -393 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,678 shares; 2025Q1: 21,147 shares; 2025Q2: 20,546 shares; 2025Q3: 19,995 shares; 2025Q4: 19,107 shares; 2026Q1: 18,555 shares; 2026Q2: 17,718 shares; 2026Q3: 17,575 shares 17,575 $874K 0.09% -143 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,921 shares; 2025Q1: 3,982 shares; 2025Q2: 2,655 shares; 2025Q3: 8,424 shares; 2025Q4: 8,332 shares; 2026Q1: 8,332 shares; 2026Q2: 8,408 shares; 2026Q3: 8,469 shares 8,469 $853K 0.09% +61 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,203 shares; 2025Q1: 8,203 shares; 2025Q2: 8,203 shares; 2025Q3: 8,203 shares; 2025Q4: 8,203 shares; 2026Q1: 8,024 shares; 2026Q2: 7,999 shares; 2026Q3: 7,905 shares 7,905 $821K 0.08% -94 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,534 shares; 2025Q1: 18,534 shares; 2025Q2: 18,151 shares; 2025Q3: 17,995 shares; 2025Q4: 17,641 shares; 2026Q1: 17,641 shares; 2026Q2: 17,787 shares; 2026Q3: 17,854 shares 17,854 $757K 0.08% +67 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; 2024Q4: 2,338 shares; 2025Q1: 2,338 shares; 2025Q2: 2,348 shares; 2025Q3: 2,398 shares; 2025Q4: 2,438 shares; 2026Q1: 2,388 shares; 2026Q2: 2,437 shares; 2026Q3: 2,482 shares 2,482 $755K 0.08% +45 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,286 shares; 2025Q2: 2,286 shares; 2025Q3: 2,286 shares; 2025Q4: 2,286 shares; 2026Q1: 2,286 shares; 2026Q2: 2,286 shares; 2026Q3: 2,286 shares 2,286 $751K 0.08% 0 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; 2024Q4: 2,112 shares; 2025Q1: 2,607 shares; 2025Q2: 2,607 shares; 2025Q3: 2,607 shares; 2025Q4: 2,607 shares; 2026Q1: 2,607 shares; 2026Q2: 2,544 shares; 2026Q3: 2,577 shares 2,577 $722K 0.07% +33 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; 2024Q4: 8,259 shares; 2025Q1: 8,090 shares; 2025Q2: 8,090 shares; 2025Q3: 8,090 shares; 2025Q4: 8,033 shares; 2026Q1: 8,033 shares; 2026Q2: 8,192 shares; 2026Q3: 8,338 shares 8,338 $718K 0.07% +146 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,497 shares; 2025Q1: 13,449 shares; 2025Q2: 13,319 shares; 2025Q3: 13,170 shares; 2025Q4: 13,401 shares; 2026Q1: 13,687 shares; 2026Q2: 13,874 shares; 2026Q3: 15,830 shares 15,830 $704K 0.07% +1,956 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; 2024Q4: 8,173 shares; 2025Q1: 8,119 shares; 2025Q2: 8,047 shares; 2025Q3: 8,042 shares; 2025Q4: 7,871 shares; 2026Q1: 7,869 shares; 2026Q2: 7,841 shares; 2026Q3: 7,832 shares 7,832 $702K 0.07% -9 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,948 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares; 2026Q1: 2,103 shares; 2026Q2: 2,103 shares; 2026Q3: 2,122 shares 2,122 $675K 0.07% +19 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; 2024Q4: 1,501 shares; 2025Q1: 1,817 shares; 2025Q2: 1,817 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,681 shares; 2026Q2: 1,681 shares; 2026Q3: 1,300 shares 1,300 $647K 0.07% -381 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,862 shares; 2026Q3: 10,862 shares 10,862 $642K 0.06% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 384 shares; 2025Q1: 372 shares; 2025Q2: 344 shares; 2025Q3: 337 shares; 2025Q4: 352 shares; 2026Q1: 352 shares; 2026Q2: 1,602 shares; 2026Q3: 1,666 shares 1,666 $591K 0.06% +64 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,235 shares; 2025Q1: 7,235 shares; 2025Q2: 6,978 shares; 2025Q3: 6,978 shares; 2025Q4: 6,972 shares; 2026Q1: 6,972 shares; 2026Q2: 6,981 shares; 2026Q3: 6,981 shares 6,981 $589K 0.06% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,611 shares; 2025Q1: 11,431 shares; 2025Q2: 10,208 shares; 2025Q3: 9,924 shares; 2025Q4: 8,819 shares; 2026Q1: 8,135 shares; 2026Q2: 7,382 shares; 2026Q3: 7,255 shares 7,255 $578K 0.06% -127 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,805 shares; 2025Q1: 14,712 shares; 2025Q2: 14,712 shares; 2025Q3: 14,712 shares; 2025Q4: 13,996 shares; 2026Q1: 12,491 shares; 2026Q2: 11,871 shares; 2026Q3: 12,028 shares 12,028 $557K 0.06% +157 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; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares; 2026Q2: 1,312 shares; 2026Q3: 1,356 shares 1,356 $539K 0.05% +44 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,959 shares; 2025Q1: 3,719 shares; 2025Q2: 3,719 shares; 2025Q3: 3,719 shares; 2025Q4: 3,603 shares; 2026Q1: 3,345 shares; 2026Q2: 3,638 shares; 2026Q3: 3,658 shares 3,658 $502K 0.05% +20 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,553 shares; 2025Q1: 3,689 shares; 2025Q2: 3,689 shares; 2025Q3: 3,673 shares; 2025Q4: 3,673 shares; 2026Q1: 3,658 shares; 2026Q2: 3,645 shares; 2026Q3: 3,524 shares 3,524 $501K 0.05% -121 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; 2024Q4: 5,033 shares; 2025Q1: 5,033 shares; 2025Q2: 5,033 shares; 2025Q3: 5,033 shares; 2025Q4: 4,893 shares; 2026Q1: 4,893 shares; 2026Q2: 4,893 shares; 2026Q3: 4,893 shares 4,893 $493K 0.05% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,205 shares; 2025Q1: 7,223 shares; 2025Q2: 6,860 shares; 2025Q3: 6,755 shares; 2025Q4: 5,878 shares; 2026Q1: 4,956 shares; 2026Q2: 4,831 shares; 2026Q3: 4,558 shares 4,558 $478K 0.05% -273 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; 2024Q4: 4,740 shares; 2025Q1: 4,719 shares; 2025Q2: 4,719 shares; 2025Q3: 4,719 shares; 2025Q4: 4,708 shares; 2026Q1: 4,708 shares; 2026Q2: 4,850 shares; 2026Q3: 5,709 shares 5,709 $432K 0.04% +859 Timeline VSS 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; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,556 shares; 2025Q3: 2,556 shares; 2025Q4: 2,556 shares; 2026Q1: 2,556 shares; 2026Q2: 2,747 shares; 2026Q3: 2,747 shares 2,747 $426K 0.04% 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; 2024Q4: 4,018 shares; 2025Q1: 3,624 shares; 2025Q2: 3,624 shares; 2025Q3: 3,624 shares; 2025Q4: 3,751 shares; 2026Q1: 3,751 shares; 2026Q2: 3,751 shares; 2026Q3: 4,077 shares 4,077 $424K 0.04% +326 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; 2024Q4: 3,498 shares; 2025Q1: 3,170 shares; 2025Q2: 3,170 shares; 2025Q3: 3,170 shares; 2025Q4: 3,170 shares; 2026Q1: 3,170 shares; 2026Q2: 3,088 shares; 2026Q3: 3,159 shares 3,159 $418K 0.04% +71 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,036 shares; 2025Q1: 9,795 shares; 2025Q2: 9,415 shares; 2025Q3: 9,319 shares; 2025Q4: 9,136 shares; 2026Q1: 8,921 shares; 2026Q2: 8,682 shares; 2026Q3: 8,306 shares 8,306 $417K 0.04% -376 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares; 2026Q2: 1,537 shares; 2026Q3: 1,557 shares 1,557 $414K 0.04% +20 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160 shares; 2026Q3: 2,586 shares 2,586 $390K 0.04% +2,426 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares; 2026Q1: 4,140 shares; 2026Q2: 4,140 shares; 2026Q3: 4,140 shares 4,140 $389K 0.04% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,590 shares; 2025Q3: 4,590 shares; 2025Q4: 4,590 shares; 2026Q1: 4,590 shares; 2026Q2: 4,590 shares; 2026Q3: 4,590 shares 4,590 $380K 0.04% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,797 shares; 2025Q1: 3,773 shares; 2025Q2: 3,775 shares; 2025Q3: 3,776 shares; 2025Q4: 3,763 shares; 2026Q1: 3,752 shares; 2026Q2: 3,746 shares; 2026Q3: 3,615 shares 3,615 $379K 0.04% -131 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,757 shares; 2025Q1: 1,757 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,757 shares; 2026Q1: 1,757 shares; 2026Q2: 1,757 shares; 2026Q3: 1,757 shares 1,757 $368K 0.04% 0 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; 2024Q4: 194 shares; 2025Q1: 216 shares; 2025Q2: 248 shares; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 289 shares; 2026Q2: 289 shares; 2026Q3: 317 shares 317 $367K 0.04% +28 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,559 shares; 2025Q2: 1,574 shares; 2025Q3: 1,737 shares; 2025Q4: 1,751 shares; 2026Q1: 1,765 shares; 2026Q2: 1,782 shares; 2026Q3: 1,802 shares 1,802 $365K 0.04% +20 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; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 419 shares; 2026Q3: 486 shares 486 $360K 0.04% +67 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 728 shares; 2025Q1: 702 shares; 2025Q2: 636 shares; 2025Q3: 621 shares; 2025Q4: 602 shares; 2026Q1: 626 shares; 2026Q2: 658 shares; 2026Q3: 1,023 shares 1,023 $352K 0.04% +365 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 996 shares; 2025Q3: 996 shares; 2025Q4: 996 shares; 2026Q1: 996 shares; 2026Q2: 996 shares; 2026Q3: 996 shares 996 $336K 0.03% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,647 shares; 2025Q1: 2,646 shares; 2025Q2: 2,646 shares; 2025Q3: 2,646 shares; 2025Q4: 2,760 shares; 2026Q1: 2,631 shares; 2026Q2: 2,631 shares; 2026Q3: 2,622 shares 2,622 $336K 0.03% -9 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,064 shares; 2025Q1: 3,784 shares; 2025Q2: 2,936 shares; 2025Q3: 2,936 shares; 2025Q4: 3,511 shares; 2026Q1: 2,936 shares; 2026Q2: 4,388 shares; 2026Q3: 4,720 shares 4,720 $333K 0.03% +332 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; 2024Q4: 852 shares; 2025Q1: 982 shares; 2025Q2: 962 shares; 2025Q3: 1,142 shares; 2025Q4: 1,209 shares; 2026Q1: 1,088 shares; 2026Q2: 1,042 shares; 2026Q3: 1,330 shares 1,330 $331K 0.03% +288 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; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 684 shares; 2025Q3: 684 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares; 2026Q3: 675 shares 675 $326K 0.03% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,074 shares; 2025Q1: 5,835 shares; 2025Q2: 5,999 shares; 2025Q3: 7,077 shares; 2025Q4: 7,085 shares; 2026Q1: 7,089 shares; 2026Q2: 7,091 shares; 2026Q3: 7,093 shares 7,093 $322K 0.03% +2 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,832 shares; 2025Q1: 1,862 shares; 2025Q2: 1,872 shares; 2025Q3: 1,803 shares; 2025Q4: 1,766 shares; 2026Q1: 1,766 shares; 2026Q2: 1,714 shares; 2026Q3: 1,714 shares 1,714 $315K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares; 2026Q3: 505 shares 505 $309K 0.03% +30 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; 2024Q4: 1,326 shares; 2025Q1: 1,326 shares; 2025Q2: 1,326 shares; 2025Q3: 1,326 shares; 2025Q4: 1,326 shares; 2026Q1: 1,326 shares; 2026Q2: 1,326 shares; 2026Q3: 1,377 shares 1,377 $306K 0.03% +51 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; 2024Q4: 517 shares; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 496 shares; 2026Q1: 496 shares; 2026Q2: 566 shares; 2026Q3: 910 shares 910 $301K 0.03% +344 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 937 shares; 2025Q1: 907 shares; 2025Q2: 907 shares; 2025Q3: 850 shares; 2025Q4: 833 shares; 2026Q1: 832 shares; 2026Q2: 869 shares; 2026Q3: 874 shares 874 $298K 0.03% +5 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares; 2026Q2: 1,023 shares; 2026Q3: 1,031 shares 1,031 $296K 0.03% +8 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; 2024Q4: 1,518 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,167 shares; 2025Q4: 1,234 shares; 2026Q1: 1,209 shares; 2026Q2: 1,212 shares; 2026Q3: 1,012 shares 1,012 $288K 0.03% -200 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,046 shares; 2025Q1: 3,046 shares; 2025Q2: 3,046 shares; 2025Q3: 3,046 shares; 2025Q4: 3,046 shares; 2026Q1: 3,046 shares; 2026Q2: 3,046 shares; 2026Q3: 3,046 shares 3,046 $286K 0.03% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 549 shares; 2026Q2: 549 shares; 2026Q3: 549 shares 549 $279K 0.03% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 645 shares; 2026Q3: 1,638 shares 1,638 $272K 0.03% +993 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 877 shares; 2025Q1: 2,018 shares; 2025Q2: 2,018 shares; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares; 2026Q1: 2,016 shares; 2026Q2: 2,016 shares; 2026Q3: 2,095 shares 2,095 $262K 0.03% +79 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,653 shares; 2025Q1: 4,675 shares; 2025Q2: 4,500 shares; 2025Q3: 4,430 shares; 2025Q4: 4,430 shares; 2026Q1: 4,430 shares; 2026Q2: 4,430 shares; 2026Q3: 4,445 shares 4,445 $259K 0.03% +15 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 676 shares; 2026Q3: 676 shares 676 $258K 0.03% 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; 2024Q4: 1,304 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares; 2026Q2: 1,007 shares; 2026Q3: 1,261 shares 1,261 $258K 0.03% +254 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,578 shares; 2025Q1: 9,808 shares; 2025Q2: 9,808 shares; 2025Q3: 9,808 shares; 2025Q4: 9,808 shares; 2026Q1: 10,274 shares; 2026Q2: 10,274 shares; 2026Q3: 10,440 shares 10,440 $255K 0.03% +166 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; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $251K 0.03% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $228K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,751 shares; 2025Q1: 7,901 shares; 2025Q2: 7,901 shares; 2025Q3: 7,751 shares; 2025Q4: 7,751 shares; 2026Q1: 7,751 shares; 2026Q2: 7,751 shares; 2026Q3: 7,901 shares 7,901 $225K 0.02% +150 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $223K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,344 shares; 2025Q1: 3,344 shares; 2025Q2: 3,344 shares; 2025Q3: 3,344 shares; 2025Q4: 3,062 shares; 2026Q1: 2,949 shares; 2026Q2: 2,930 shares; 2026Q3: 2,760 shares 2,760 $218K 0.02% -170 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,318 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares; 2026Q2: 2,174 shares; 2026Q3: 2,174 shares 2,174 $216K 0.02% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 11,350 shares; 2025Q4: 8,848 shares; 2026Q1: 10,829 shares; 2026Q2: 10,829 shares; 2026Q3: 10,724 shares 10,724 $216K 0.02% -105 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,062 shares; 2025Q1: 717 shares; 2025Q2: 688 shares; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 688 shares; 2026Q2: 913 shares; 2026Q3: 913 shares 913 $213K 0.02% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,075 shares; 2025Q1: 4,812 shares; 2025Q2: 4,668 shares; 2025Q3: 4,596 shares; 2025Q4: 4,489 shares; 2026Q1: 4,216 shares; 2026Q2: 4,143 shares; 2026Q3: 3,953 shares 3,953 $209K 0.02% -190 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; 2024Q4: 455 shares; 2025Q1: 324 shares; 2025Q2: 371 shares; 2025Q3: 366 shares; 2025Q4: 432 shares; 2026Q1: 442 shares; 2026Q2: 451 shares; 2026Q3: 281 shares 281 $204K 0.02% -170 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,850 shares; 2026Q3: 2,753 shares 2,753 $200K 0.02% -97 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,705 shares; 2025Q1: 12,958 shares; 2025Q2: 12,861 shares; 2025Q3: 12,861 shares; 2025Q4: 12,861 shares; 2026Q1: 8,970 shares; 2026Q2: 8,970 shares; 2026Q3: 7,195 shares 7,195 $196K 0.02% -1,775 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,997 shares; 2025Q1: 2,107 shares; 2025Q2: 2,107 shares; 2025Q3: 2,107 shares; 2025Q4: 744 shares; 2026Q1: 744 shares; 2026Q2: 744 shares; 2026Q3: 992 shares 992 $194K 0.02% +248 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 880 shares; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 763 shares; 2026Q2: 763 shares; 2026Q3: 763 shares 763 $189K 0.02% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,749 shares; 2025Q1: 3,693 shares; 2025Q2: 3,693 shares; 2025Q3: 3,693 shares; 2025Q4: 3,322 shares; 2026Q1: 3,293 shares; 2026Q2: 3,063 shares; 2026Q3: 3,052 shares 3,052 $187K 0.02% -11 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,664 shares; 2025Q1: 5,664 shares; 2025Q2: 5,664 shares; 2025Q3: 5,664 shares; 2025Q4: 5,664 shares; 2026Q1: 5,664 shares; 2026Q2: 5,664 shares; 2026Q3: 1,899 shares 1,899 $185K 0.02% -3,765 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 799 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 798 shares; 2026Q3: 798 shares 798 $184K 0.02% 0 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 652 shares; 2025Q1: 652 shares; 2025Q2: 652 shares; 2025Q3: 652 shares; 2025Q4: 652 shares; 2026Q1: 609 shares; 2026Q2: 609 shares; 2026Q3: 609 shares 609 $183K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 185 shares; 2026Q2: 185 shares; 2026Q3: 190 shares 190 $181K 0.02% +5 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares; 2026Q2: 1,304 shares; 2026Q3: 4,969 shares 4,969 $179K 0.02% +3,665 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; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 975 shares; 2026Q1: 975 shares; 2026Q2: 957 shares; 2026Q3: 957 shares 957 $175K 0.02% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares; 2026Q3: 209 shares 209 $169K 0.02% +73 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; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 3,537 shares; 2025Q3: 3,537 shares; 2025Q4: 3,537 shares; 2026Q1: 3,537 shares; 2026Q2: 3,537 shares; 2026Q3: 3,537 shares 3,537 $162K 0.02% 0 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; 2024Q4: 1,153 shares; 2025Q1: 1,458 shares; 2025Q2: 1,458 shares; 2025Q3: 1,447 shares; 2025Q4: 2,894 shares; 2026Q1: 2,894 shares; 2026Q2: 2,894 shares; 2026Q3: 3,890 shares 3,890 $153K 0.02% +996 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; 2024Q4: 1,086 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 819 shares; 2026Q3: 1,035 shares 1,035 $150K 0.02% +216 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 564 shares; 2026Q3: 785 shares 785 $146K 0.01% +221 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; 2024Q4: 2,117 shares; 2025Q1: 2,117 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares; 2026Q3: 730 shares 730 $141K 0.01% 0 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,064 shares; 2025Q1: 4,064 shares; 2025Q2: 4,064 shares; 2025Q3: 4,064 shares; 2025Q4: 4,064 shares; 2026Q1: 4,064 shares; 2026Q2: 4,064 shares; 2026Q3: 4,064 shares 4,064 $136K 0.01% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 220 shares; 2025Q2: 235 shares; 2025Q3: 165 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 252 shares; 2026Q3: 380 shares 380 $133K 0.01% +128 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,251 shares; 2025Q1: 9,110 shares; 2025Q2: 8,479 shares; 2025Q3: 7,491 shares; 2025Q4: 6,859 shares; 2026Q1: 4,795 shares; 2026Q2: 4,808 shares; 2026Q3: 4,539 shares 4,539 $133K 0.01% -269 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; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 986 shares; 2025Q3: 886 shares; 2025Q4: 886 shares; 2026Q1: 886 shares; 2026Q2: 1,045 shares; 2026Q3: 1,207 shares 1,207 $130K 0.01% +162 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; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 226 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 331 shares; 2026Q3: 352 shares 352 $129K 0.01% +21 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; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 371 shares; 2026Q3: 468 shares 468 $127K 0.01% +97 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares; 2026Q2: 1,060 shares; 2026Q3: 1,060 shares 1,060 $127K 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; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 850 shares; 2026Q3: 947 shares 947 $127K 0.01% +97 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; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares; 2026Q3: 138 shares 138 $126K 0.01% +18 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; 2024Q4: 2,413 shares; 2025Q1: 1,949 shares; 2025Q2: 1,950 shares; 2025Q3: 1,954 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares; 2026Q2: 1,966 shares; 2026Q3: 2,087 shares 2,087 $124K 0.01% +121 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; 2024Q4: 491 shares; 2025Q1: 449 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 475 shares; 2026Q3: 551 shares 551 $121K 0.01% +76 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 294 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 294 shares; 2026Q2: 362 shares; 2026Q3: 453 shares 453 $119K 0.01% +91 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,807 shares; 2025Q1: 3,807 shares; 2025Q2: 3,807 shares; 2025Q3: 3,807 shares; 2025Q4: 3,807 shares; 2026Q1: 3,807 shares; 2026Q2: 3,807 shares; 2026Q3: 3,807 shares 3,807 $115K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,805 shares; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares; 2026Q1: 1,805 shares; 2026Q2: 1,805 shares; 2026Q3: 1,805 shares 1,805 $114K 0.01% 0 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares; 2026Q3: 800 shares 800 $112K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 214 shares 214 $112K 0.01% +14 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,683 shares; 2025Q3: 1,502 shares; 2025Q4: 1,058 shares; 2026Q1: 986 shares; 2026Q2: 1,393 shares; 2026Q3: 1,070 shares 1,070 $108K 0.01% -323 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 797 shares; 2026Q1: 829 shares; 2026Q2: 829 shares; 2026Q3: 834 shares 834 $107K 0.01% +5 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,981 shares; 2025Q1: 2,981 shares; 2025Q2: 2,981 shares; 2025Q3: 2,981 shares; 2025Q4: 2,981 shares; 2026Q1: 2,981 shares; 2026Q2: 2,981 shares; 2026Q3: 2,981 shares 2,981 $106K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 145 shares; 2026Q3: 223 shares 223 $106K 0.01% +78 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 332 shares; 2026Q2: 332 shares; 2026Q3: 332 shares 332 $103K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 460 shares; 2026Q3: 486 shares 486 $98.9K 0.01% +26 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 385 shares; 2026Q3: 385 shares 385 $98.3K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,207 shares; 2025Q1: 1,207 shares; 2025Q2: 1,207 shares; 2025Q3: 1,207 shares; 2025Q4: 1,207 shares; 2026Q1: 1,207 shares; 2026Q2: 1,207 shares; 2026Q3: 1,207 shares 1,207 $97.3K 0.01% 0 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,692 shares; 2025Q1: 4,692 shares; 2025Q2: 4,692 shares; 2025Q3: 4,692 shares; 2025Q4: 4,692 shares; 2026Q1: 4,692 shares; 2026Q2: 4,692 shares; 2026Q3: 4,692 shares 4,692 $94.9K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares; 2026Q2: 491 shares; 2026Q3: 491 shares 491 $92.3K 0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,249 shares; 2025Q1: 3,249 shares; 2025Q2: 3,249 shares; 2025Q3: 3,249 shares; 2025Q4: 3,249 shares; 2026Q1: 3,249 shares; 2026Q2: 3,249 shares; 2026Q3: 2,430 shares 2,430 $92.1K 0.01% -819 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 262 shares; 2026Q1: 262 shares; 2026Q2: 262 shares; 2026Q3: 294 shares 294 $91.8K 0.01% +32 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 428 shares; 2026Q3: 1,080 shares 1,080 $91.8K 0.01% +652 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; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares; 2026Q3: 100 shares 100 $90K 0.01% +10 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; 2024Q4: 1,423 shares; 2025Q1: 1,425 shares; 2025Q2: 1,426 shares; 2025Q3: 1,427 shares; 2025Q4: 1,429 shares; 2026Q1: 1,430 shares; 2026Q2: 1,431 shares; 2026Q3: 1,625 shares 1,625 $88.4K 0.01% +194 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,547 shares; 2025Q1: 3,295 shares; 2025Q2: 3,213 shares; 2025Q3: 3,213 shares; 2025Q4: 2,629 shares; 2026Q1: 2,565 shares; 2026Q2: 2,375 shares; 2026Q3: 1,910 shares 1,910 $87K 0.01% -465 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; 2024Q4: 763 shares; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 763 shares; 2026Q2: 763 shares; 2026Q3: 763 shares 763 $87K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 622 shares; 2025Q1: 334 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares; 2026Q2: 967 shares; 2026Q3: 865 shares 865 $83.8K 0.01% -102 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 928 shares 928 $83K 0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,955 shares 2,955 $82.6K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,847 shares; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares; 2026Q2: 1,620 shares; 2026Q3: 1,749 shares 1,749 $81.3K 0.01% +129 Timeline QQQM 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; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 237 shares; 2026Q1: 237 shares; 2026Q2: 237 shares; 2026Q3: 266 shares 266 $81K 0.01% +29 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 164 shares; 2026Q3: 178 shares 178 $80.4K 0.01% +14 Timeline EPU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 900 shares 900 $79.9K 0.01% new Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,914 shares; 2025Q1: 5,914 shares; 2025Q2: 5,914 shares; 2025Q3: 5,914 shares; 2025Q4: 5,914 shares; 2026Q1: 5,914 shares; 2026Q2: 5,914 shares; 2026Q3: 5,914 shares 5,914 $79.4K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 414 shares; 2025Q3: 539 shares; 2025Q4: 524 shares; 2026Q1: 524 shares; 2026Q2: 524 shares; 2026Q3: 967 shares 967 $78.5K 0.01% +443 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 965 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 804 shares; 2026Q1: 804 shares; 2026Q2: 804 shares; 2026Q3: 977 shares 977 $78.2K 0.01% +173 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,390 shares; 2025Q1: 2,445 shares; 2025Q2: 2,445 shares; 2025Q3: 2,445 shares; 2025Q4: 2,445 shares; 2026Q1: 2,483 shares; 2026Q2: 2,483 shares; 2026Q3: 2,523 shares 2,523 $78.1K 0.01% +40 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,215 shares 2,215 $76.4K 0.01% new Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 747 shares 747 $75.3K 0.01% new Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 731 shares; 2025Q1: 705 shares; 2025Q2: 711 shares; 2025Q3: 721 shares; 2025Q4: 717 shares; 2026Q1: 733 shares; 2026Q2: 749 shares; 2026Q3: 757 shares 757 $74.4K 0.01% +8 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 774 shares; 2026Q1: 774 shares; 2026Q2: 774 shares; 2026Q3: 774 shares 774 $72.7K 0.01% 0 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,000 shares 1,000 $71.5K 0.01% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 810 shares; 2026Q1: 810 shares; 2026Q2: 890 shares; 2026Q3: 1,018 shares 1,018 $70.8K 0.01% +128 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; 2024Q4: 152 shares; 2025Q1: 252 shares; 2025Q2: 265 shares; 2025Q3: 319 shares; 2025Q4: 317 shares; 2026Q1: 335 shares; 2026Q2: 350 shares; 2026Q3: 372 shares 372 $69.6K 0.01% +22 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; 2024Q4: 1,414 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares; 2026Q2: 1,169 shares; 2026Q3: 1,169 shares 1,169 $67.6K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 441 shares; 2026Q2: 441 shares; 2026Q3: 441 shares 441 $67.5K 0.01% 0 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; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 134 shares; 2026Q3: 157 shares 157 $67.5K 0.01% +23 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 489 shares; 2025Q1: 463 shares; 2025Q2: 462 shares; 2025Q3: 461 shares; 2025Q4: 461 shares; 2026Q1: 461 shares; 2026Q2: 461 shares; 2026Q3: 461 shares 461 $67.4K 0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 159 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 153 shares; 2026Q2: 153 shares; 2026Q3: 130 shares 130 $66.2K 0.01% -23 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $63.1K 0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 454 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 399 shares; 2026Q1: 401 shares; 2026Q2: 403 shares; 2026Q3: 495 shares 495 $62.7K 0.01% +92 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; 2024Q4: 572 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 642 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares; 2026Q3: 533 shares 533 $60.5K 0.01% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 327 shares; 2026Q2: 327 shares; 2026Q3: 416 shares 416 $60.4K 0.01% +89 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 128 shares; 2026Q2: 128 shares; 2026Q3: 164 shares 164 $58.9K 0.01% +36 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; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 655 shares; 2026Q3: 545 shares 545 $58.6K 0.01% -110 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 381 shares; 2025Q1: 381 shares; 2025Q2: 381 shares; 2025Q3: 381 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 322 shares; 2026Q3: 522 shares 522 $58.4K 0.01% +200 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; 2024Q4: 6 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 94 shares; 2026Q3: 126 shares 126 $57.5K 0.01% +32 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 584 shares; 2026Q1: 584 shares; 2026Q2: 584 shares; 2026Q3: 655 shares 655 $57.1K 0.01% +71 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 585 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares; 2026Q2: 504 shares; 2026Q3: 570 shares 570 $56.1K 0.01% +66 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares; 2026Q3: 505 shares 505 $55.7K 0.01% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,069 shares; 2025Q4: 1,069 shares; 2026Q1: 1,069 shares; 2026Q2: 1,069 shares; 2026Q3: 1,060 shares 1,060 $55.5K 0.01% -9 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 284 shares; 2026Q2: 284 shares; 2026Q3: 284 shares 284 $55K 0.01% 0 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; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 495 shares; 2026Q3: 495 shares 495 $54.9K 0.01% 0 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 657 shares; 2025Q4: 673 shares; 2026Q1: 692 shares; 2026Q2: 716 shares; 2026Q3: 735 shares 735 $54.5K 0.01% +19 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; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 424 shares; 2026Q1: 424 shares; 2026Q2: 424 shares; 2026Q3: 497 shares 497 $54.1K 0.01% +73 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 100 shares; 2025Q4: 35 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 49 shares 49 $52.2K 0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 116 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 551 shares; 2025Q4: 547 shares; 2026Q1: 547 shares; 2026Q2: 547 shares; 2026Q3: 547 shares 547 $52K 0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,442 shares; 2025Q1: 3,542 shares; 2025Q2: 3,542 shares; 2025Q3: 3,542 shares; 2025Q4: 3,542 shares; 2026Q1: 3,542 shares; 2026Q2: 3,542 shares; 2026Q3: 3,542 shares 3,542 $51.9K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 434 shares; 2025Q4: 434 shares; 2026Q1: 434 shares; 2026Q2: 355 shares; 2026Q3: 355 shares 355 $51.5K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares; 2026Q3: 160 shares 160 $50.6K 0.01% 0 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $49.5K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares; 2026Q3: 222 shares 222 $49.2K <0.01% +34 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 570 shares; 2026Q3: 621 shares 621 $48.4K <0.01% +51 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,000 shares 1,000 $47.4K <0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $46.6K <0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 292 shares; 2026Q3: 292 shares 292 $46.1K <0.01% 0 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares; 2026Q3: 950 shares 950 $46K <0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 484 shares; 2025Q1: 470 shares; 2025Q2: 455 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 421 shares; 2026Q3: 421 shares 421 $45.7K <0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 336 shares; 2026Q3: 336 shares 336 $45.5K <0.01% 0 Timeline FDL 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; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares; 2026Q3: 925 shares 925 $45.4K <0.01% 0 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; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares; 2026Q2: 219 shares; 2026Q3: 219 shares 219 $44.7K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares; 2026Q2: 418 shares; 2026Q3: 418 shares 418 $44.6K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 87 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 516 shares; 2026Q3: 516 shares 516 $44.1K <0.01% 0 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; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares; 2026Q3: 222 shares 222 $42.4K <0.01% +104 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 534 shares; 2026Q1: 534 shares; 2026Q2: 534 shares; 2026Q3: 534 shares 534 $41.9K <0.01% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares; 2026Q3: 1,308 shares 1,308 $41.2K <0.01% +1,119 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 258 shares; 2026Q1: 258 shares; 2026Q2: 258 shares; 2026Q3: 258 shares 258 $40.8K <0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 125 shares; 2026Q1: 74 shares; 2026Q2: 447 shares; 2026Q3: 447 shares 447 $40.3K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 275 shares; 2025Q2: 315 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 336 shares 336 $37.8K <0.01% +36 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302 shares; 2026Q1: 297 shares; 2026Q2: 297 shares; 2026Q3: 292 shares 292 $36.7K <0.01% -5 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; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 54 shares 54 $36.5K <0.01% +24 Timeline PXF 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; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: 477 shares; 2025Q4: 477 shares; 2026Q1: 477 shares; 2026Q2: 477 shares; 2026Q3: 477 shares 477 $36.4K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares; 2026Q3: 175 shares 175 $36.3K <0.01% +74 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 172 shares; 2026Q3: 294 shares 294 $35.3K <0.01% +122 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 178 shares; 2026Q3: 423 shares 423 $35.3K <0.01% +245 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; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares; 2026Q3: 135 shares 135 $34.7K <0.01% +33 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; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares; 2026Q3: 212 shares 212 $34.6K <0.01% +38 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,401 shares; 2025Q1: 4,401 shares; 2025Q2: 3,736 shares; 2025Q3: 3,736 shares; 2025Q4: 3,736 shares; 2026Q1: 3,736 shares; 2026Q2: 3,736 shares; 2026Q3: 3,736 shares 3,736 $34K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 437 shares; 2026Q3: 472 shares 472 $33K <0.01% +35 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; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 34 shares; 2026Q3: 34 shares 34 $33K <0.01% 0 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; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares; 2026Q3: 211 shares 211 $32.7K <0.01% +79 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 520 shares 520 $32K <0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 42 shares 42 $31.7K <0.01% +26 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,277 shares; 2025Q1: 947 shares; 2025Q2: 947 shares; 2025Q3: 659 shares; 2025Q4: 608 shares; 2026Q1: 608 shares; 2026Q2: 608 shares; 2026Q3: 708 shares 708 $31.1K <0.01% +100 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 134 shares; 2026Q3: 182 shares 182 $31.1K <0.01% +48 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares; 2026Q2: 241 shares; 2026Q3: 329 shares 329 $31K <0.01% +88 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,430 shares; 2025Q1: 2,430 shares; 2025Q2: 2,430 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares; 2026Q2: 1,046 shares; 2026Q3: 1,046 shares 1,046 $30.9K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares; 2026Q3: 1,200 shares 1,200 $29.4K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 86 shares; 2026Q3: 139 shares 139 $29.2K <0.01% +53 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; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares; 2026Q3: 132 shares 132 $28.7K <0.01% 0 Timeline ETHV VANECK ETHEREUM TR More: the full row for VANECK ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 734 shares; 2026Q2: 734 shares; 2026Q3: 734 shares 734 $28.6K <0.01% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $28.2K <0.01% 0 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; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares; 2026Q3: 185 shares 185 $28.1K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares; 2026Q3: 145 shares 145 $28K <0.01% +23 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: not reported; 2026Q3: 15 shares 15 $27.2K <0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares; 2026Q3: 96 shares 96 $27.1K <0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,115 shares; 2025Q1: 2,115 shares; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares; 2026Q1: 2,115 shares; 2026Q2: 2,115 shares; 2026Q3: 2,115 shares 2,115 $26.7K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 656 shares; 2025Q1: 656 shares; 2025Q2: 656 shares; 2025Q3: 656 shares; 2025Q4: 656 shares; 2026Q1: 656 shares; 2026Q2: 656 shares; 2026Q3: 656 shares 656 $26.5K <0.01% 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; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113 shares; 2026Q3: 113 shares 113 $26K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares; 2026Q3: 94 shares 94 $25.9K <0.01% +66 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,211 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares; 2026Q2: 1,840 shares; 2026Q3: 1,840 shares 1,840 $25.8K <0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares; 2026Q2: 792 shares; 2026Q3: 792 shares 792 $25.8K <0.01% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,035 shares; 2025Q1: 1,616 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 2,162 shares; 2026Q1: 1,291 shares; 2026Q2: 1,291 shares; 2026Q3: 892 shares 892 $25.6K <0.01% -399 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares; 2026Q3: 24 shares 24 $25.4K <0.01% +11 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares; 2026Q3: 29 shares 29 $24.8K <0.01% +10 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; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 303 shares; 2026Q1: 303 shares; 2026Q2: 303 shares; 2026Q3: 303 shares 303 $24.5K <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; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 40 shares; 2026Q3: 40 shares 40 $24.4K <0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,058 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,058 shares; 2026Q1: 1,058 shares; 2026Q2: 1,058 shares; 2026Q3: 1,058 shares 1,058 $24.4K <0.01% 0 Timeline PRF 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; 2024Q4: 445 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 445 shares; 2026Q2: 445 shares; 2026Q3: 445 shares 445 $24.2K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares; 2026Q3: 52 shares 52 $23.6K <0.01% +24 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 150 shares; 2026Q3: 180 shares 180 $23.4K <0.01% +30 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares; 2026Q3: 64 shares 64 $23.4K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68 shares; 2026Q3: 149 shares 149 $22.9K <0.01% +81 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 126 shares; 2026Q3: 247 shares 247 $22.7K <0.01% +121 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares; 2026Q3: 88 shares 88 $22.7K <0.01% +66 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 489 shares; 2025Q3: 502 shares; 2025Q4: 513 shares; 2026Q1: 520 shares; 2026Q2: 527 shares; 2026Q3: 532 shares 532 $22.2K <0.01% +5 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares; 2026Q3: 403 shares 403 $22.1K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,483 shares; 2026Q2: 1,483 shares; 2026Q3: 1,483 shares 1,483 $22.1K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares; 2026Q3: 225 shares 225 $21.9K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 280 shares 280 $21.9K <0.01% new Timeline SPGP 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; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares; 2026Q3: 180 shares 180 $21.4K <0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,088 shares; 2025Q1: 2,263 shares; 2025Q2: 2,308 shares; 2025Q3: 2,338 shares; 2025Q4: 2,338 shares; 2026Q1: 2,338 shares; 2026Q2: 2,338 shares; 2026Q3: 2,338 shares 2,338 $21.2K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 181 shares; 2026Q3: 456 shares 456 $21K <0.01% +275 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares; 2026Q3: 240 shares 240 $20.8K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 156 shares; 2026Q3: 156 shares 156 $20.3K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 280 shares; 2025Q2: 300 shares; 2025Q3: 225 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares; 2026Q3: 295 shares 295 $20.2K <0.01% +60 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $20K <0.01% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $20K <0.01% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 433 shares; 2026Q2: 433 shares; 2026Q3: 433 shares 433 $19.8K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 132 shares 132 $19.7K <0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 215 shares; 2025Q4: 225 shares; 2026Q1: 250 shares; 2026Q2: 270 shares; 2026Q3: 220 shares 220 $19.6K <0.01% -50 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares; 2026Q3: 234 shares 234 $19.4K <0.01% +128 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 380 shares 380 $19.1K <0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 109 shares; 2026Q1: 377 shares; 2026Q2: 377 shares; 2026Q3: 377 shares 377 $19.1K <0.01% 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; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares; 2026Q3: 49 shares 49 $19.1K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 194 shares 194 $18.9K <0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares; 2026Q3: 162 shares 162 $18.8K <0.01% +49 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 66 shares 66 $18.4K <0.01% new Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $18.3K <0.01% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 159 shares; 2026Q3: 159 shares 159 $18.2K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 67 shares; 2026Q3: 67 shares 67 $18.2K <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 327 shares 327 $17.6K <0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61 shares; 2026Q3: 61 shares 61 $17.6K <0.01% 0 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares; 2026Q3: 800 shares 800 $17.4K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 82 shares 82 $17.3K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 204 shares 204 $17.2K <0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 17 shares 17 $17.2K <0.01% +7 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; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares; 2026Q3: 253 shares 253 $17.2K <0.01% +196 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; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 371 shares; 2025Q4: 856 shares; 2026Q1: 371 shares; 2026Q2: 371 shares; 2026Q3: 363 shares 363 $17.2K <0.01% -8 Timeline ETHB ISHARES STAKED ETHEREUM TR E More: the full row for ISHARES STAKED ETHEREUM TR E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 899 shares; 2026Q2: 899 shares; 2026Q3: 499 shares 499 $17.1K <0.01% -400 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 405 shares 405 $17K <0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 549 shares; 2025Q1: 552 shares; 2025Q2: 597 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 322 shares; 2026Q2: 322 shares; 2026Q3: 322 shares 322 $16.9K <0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 357 shares; 2026Q2: 357 shares; 2026Q3: 357 shares 357 $16.9K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $16.5K <0.01% 0 Timeline AVGV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares; 2026Q3: 195 shares 195 $16.5K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares; 2026Q3: 60 shares 60 $16.4K <0.01% +33 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,461 shares; 2025Q1: 4,461 shares; 2025Q2: 4,461 shares; 2025Q3: 2,451 shares; 2025Q4: 2,451 shares; 2026Q1: 2,451 shares; 2026Q2: 2,451 shares; 2026Q3: 507 shares 507 $16.3K <0.01% -1,944 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $16.3K <0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 253 shares; 2026Q3: 87 shares 87 $16K <0.01% -166 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares; 2026Q3: 240 shares 240 $16K <0.01% +15 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; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $16K <0.01% 0 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 775 shares; 2026Q3: 775 shares 775 $15.9K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 133 shares; 2026Q3: 133 shares 133 $15.8K <0.01% 0 Timeline SPHQ 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; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares; 2026Q3: 188 shares 188 $15.8K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares; 2026Q3: 151 shares 151 $15.7K <0.01% 0 Timeline XRPZ FRANKLIN XRP TRUST More: the full row for FRANKLIN XRP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 239 shares; 2026Q2: 964 shares; 2026Q3: 964 shares 964 $15.6K <0.01% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 43 shares; 2026Q3: 28 shares 28 $15.4K <0.01% -15 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares; 2026Q3: 69 shares 69 $15.4K <0.01% +48 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,189 shares; 2025Q1: 3,189 shares; 2025Q2: 3,189 shares; 2025Q3: 3,189 shares; 2025Q4: 3,189 shares; 2026Q1: 1,853 shares; 2026Q2: 1,853 shares; 2026Q3: 1,853 shares 1,853 $15.3K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 678 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $15.2K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 161 shares 161 $14.8K <0.01% new Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 192 shares; 2026Q3: 243 shares 243 $14.7K <0.01% +51 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares; 2026Q2: 602 shares; 2026Q3: 602 shares 602 $14.7K <0.01% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 100 shares 100 $14.6K <0.01% new 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; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares; 2026Q3: 37 shares 37 $14.6K <0.01% +10 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 981 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 834 shares; 2026Q2: 834 shares; 2026Q3: 532 shares 532 $14.4K <0.01% -302 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 182 shares; 2026Q3: 182 shares 182 $14.3K <0.01% 0 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; 2024Q4: 35 shares; 2025Q1: 70 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares; 2026Q3: 75 shares 75 $14K <0.01% +10 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 333 shares; 2026Q3: 333 shares 333 $13.9K <0.01% 0 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 306 shares; 2026Q3: 306 shares 306 $13.8K <0.01% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 317 shares; 2026Q3: 441 shares 441 $13.7K <0.01% +124 Timeline EMLP 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; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 328 shares; 2026Q3: 328 shares 328 $13.4K <0.01% 0 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; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $13.4K <0.01% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 192 shares; 2026Q3: 192 shares 192 $13.4K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86 shares; 2026Q3: 86 shares 86 $13.3K <0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 79 shares; 2026Q3: 79 shares 79 $13.3K <0.01% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares; 2026Q3: 70 shares 70 $13.3K <0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 147 shares; 2026Q3: 147 shares 147 $13.2K <0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 180 shares 180 $13.2K <0.01% new Timeline PRFZ 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; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $13.1K <0.01% 0 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 299 shares; 2026Q2: 299 shares; 2026Q3: 299 shares 299 $13K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares; 2026Q3: 43 shares 43 $12.9K <0.01% 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; 2024Q4: 376 shares; 2025Q1: 256 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $12.8K <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 251 shares; 2025Q1: 193 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares; 2026Q3: 139 shares 139 $12.8K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares; 2026Q3: 113 shares 113 $12.5K <0.01% 0 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $12.4K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares; 2026Q3: 110 shares 110 $12.3K <0.01% 0 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; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares; 2026Q3: 37 shares 37 $12.3K <0.01% +29 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $12.2K <0.01% 0 Timeline FDD 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 635 shares; 2026Q3: 635 shares 635 $12.2K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares; 2026Q3: 207 shares 207 $12.1K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 434 shares 434 $12.1K <0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 276 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 190 shares; 2026Q3: 65 shares 65 $12.1K <0.01% -125 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares; 2026Q3: 118 shares 118 $11.9K <0.01% 0 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 286 shares; 2026Q3: 286 shares 286 $11.8K <0.01% 0 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 221 shares 221 $11.8K <0.01% new Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 281 shares 281 $11.6K <0.01% new 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; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares; 2026Q3: 136 shares 136 $11.6K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 315 shares; 2026Q3: 315 shares 315 $11.6K <0.01% 0 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares; 2026Q3: 63 shares 63 $11.4K <0.01% 0 Timeline BUSM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 707 shares 707 $11.4K <0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares; 2026Q3: 168 shares 168 $11.3K <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; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares; 2026Q3: 19 shares 19 $11.3K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $11.2K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70 shares; 2026Q3: 70 shares 70 $11.2K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 482 shares; 2026Q2: 482 shares; 2026Q3: 731 shares 731 $11.2K <0.01% +249 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,000 shares 1,000 $10.9K <0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares; 2026Q3: 148 shares 148 $10.9K <0.01% +33 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 127 shares 127 $10.9K <0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 78 shares 78 $10.7K <0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares; 2026Q3: 206 shares 206 $10.7K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 89 shares 89 $10.6K <0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 78 shares 78 $10.5K <0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares; 2026Q3: 46 shares 46 $10.5K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares; 2026Q3: 45 shares 45 $10.4K <0.01% 0 Timeline FTCS 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; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares; 2026Q3: 110 shares 110 $10.3K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 46 shares 46 $10.2K <0.01% +45 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 459 shares; 2025Q3: 459 shares; 2025Q4: 459 shares; 2026Q1: 459 shares; 2026Q2: 459 shares; 2026Q3: 459 shares 459 $10.2K <0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 175 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 385 shares; 2026Q3: 385 shares 385 $10.2K <0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares; 2026Q3: 52 shares 52 $10.2K <0.01% +7 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 415 shares; 2026Q3: 415 shares 415 $10.1K <0.01% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 203 shares 203 $10.1K <0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares; 2026Q3: 48 shares 48 $9.95K <0.01% 0 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; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 81 shares 81 $9.91K <0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares; 2026Q3: 308 shares 308 $9.79K <0.01% +148 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 130 shares 130 $9.63K <0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33 shares 33 $9.56K <0.01% new Timeline PDN 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; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares; 2026Q3: 206 shares 206 $9.46K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 48 shares 48 $9.36K <0.01% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares; 2026Q3: 41 shares 41 $9.31K <0.01% 0 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; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26 shares 26 $9.25K <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; 2024Q4: 470 shares; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 184 shares 184 $9.11K <0.01% new Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 211 shares 211 $8.99K <0.01% new Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 317 shares 317 $8.97K <0.01% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 152 shares 152 $8.87K <0.01% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 97 shares 97 $8.84K <0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares; 2026Q3: 20 shares 20 $8.71K <0.01% +12 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 145 shares 145 $8.58K <0.01% new Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares; 2026Q3: 160 shares 160 $8.47K <0.01% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,000 shares 1,000 $8.45K <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; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 57 shares; 2026Q2: 57 shares; 2026Q3: 52 shares 52 $8.36K <0.01% -5 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 40 shares 40 $8.34K <0.01% new Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares; 2026Q2: 386 shares; 2026Q3: 386 shares 386 $8.31K <0.01% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 745 shares; 2026Q2: 745 shares; 2026Q3: 745 shares 745 $8.2K <0.01% 0 Timeline BWMN BOWMAN CONSULTING GROUP LTD More: the full row for BOWMAN CONSULTING GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 190 shares; 2026Q2: 190 shares; 2026Q3: 190 shares 190 $8.1K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6 shares 6 $8.08K <0.01% new Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 483 shares; 2025Q1: 486 shares; 2025Q2: 489 shares; 2025Q3: 306 shares; 2025Q4: 309 shares; 2026Q1: 311 shares; 2026Q2: 315 shares; 2026Q3: 318 shares 318 $8.07K <0.01% +3 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $8.04K <0.01% 0 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 921 shares; 2025Q1: 921 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares; 2026Q3: 365 shares 365 $7.94K <0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $7.84K <0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares; 2026Q3: 74 shares 74 $7.8K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 541 shares; 2026Q2: 541 shares; 2026Q3: 66 shares 66 $7.76K <0.01% -475 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 159 shares; 2026Q3: 159 shares 159 $7.75K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23 shares 23 $7.59K <0.01% new Timeline EBS EMERGENT BIOSOLUTIONS INC More: the full row for EMERGENT BIOSOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares; 2026Q1: 1,136 shares; 2026Q2: 1,136 shares; 2026Q3: 1,136 shares 1,136 $7.5K <0.01% 0 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; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 119 shares 119 $7.43K <0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares; 2026Q3: 136 shares 136 $7.38K <0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares; 2026Q3: 12 shares 12 $7.3K <0.01% +5 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140 shares; 2025Q1: 325 shares; 2025Q2: 395 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 175 shares 175 $7.19K <0.01% -75 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27 shares 27 $7.07K <0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares; 2026Q3: 89 shares 89 $7.07K <0.01% +24 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24 shares 24 $7.02K <0.01% new Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 166 shares 166 $6.99K <0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 191 shares 191 $6.96K <0.01% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 186 shares 186 $6.93K <0.01% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 4 shares; 2026Q3: 4 shares 4 $6.92K <0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 44 shares 44 $6.89K <0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 379 shares 379 $6.88K <0.01% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares; 2026Q3: 111 shares 111 $6.75K <0.01% 0 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $6.68K <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 60 shares 60 $6.62K <0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24 shares 24 $6.59K <0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 44 shares 44 $6.53K <0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27 shares 27 $6.52K <0.01% new Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $6.49K <0.01% 0 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 154 shares; 2026Q3: 154 shares 154 $6.46K <0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 184 shares; 2026Q3: 184 shares 184 $6.44K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 166 shares 166 $6.42K <0.01% new Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 78 shares 78 $6.37K <0.01% 0 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,612 shares; 2025Q2: not reported; 2025Q3: 536 shares; 2025Q4: not reported; 2026Q1: 538 shares; 2026Q2: 538 shares; 2026Q3: 538 shares 538 $6.33K <0.01% 0 Timeline MDIV 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 400 shares 400 $6.33K <0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $6.27K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares; 2026Q3: 36 shares 36 $6.26K <0.01% 0 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares; 2026Q3: 111 shares 111 $6.23K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 263 shares 263 $6.19K <0.01% new 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; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 112 shares; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 66 shares 66 $6.17K <0.01% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 34 shares 34 $6.14K <0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 70 shares 70 $6.08K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 111 shares 111 $6.04K <0.01% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $5.99K <0.01% 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; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 38 shares 38 $5.99K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 78 shares 78 $5.94K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 53 shares 53 $5.94K <0.01% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 96 shares 96 $5.91K <0.01% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 31 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $5.9K <0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 583 shares; 2025Q4: 583 shares; 2026Q1: 583 shares; 2026Q2: 583 shares; 2026Q3: 583 shares 583 $5.8K <0.01% 0 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $5.75K <0.01% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 314 shares; 2026Q3: 314 shares 314 $5.69K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 25 shares 25 $5.66K <0.01% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $5.6K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 64 shares 64 $5.54K <0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6 shares 6 $5.54K <0.01% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,063 shares; 2026Q2: 1,063 shares; 2026Q3: 1,063 shares 1,063 $5.49K <0.01% 0 Timeline BSAC BANCO SANTANDER CHILE NEW More: the full row for BANCO SANTANDER CHILE NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 396 shares 396 $5.48K <0.01% new Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares; 2026Q3: 146 shares 146 $5.41K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33 shares 33 $5.4K <0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares; 2026Q3: 7 shares 7 $5.31K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 83 shares 83 $5.3K <0.01% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29 shares 29 $5.3K <0.01% new Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $5.27K <0.01% 0 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 73 shares 73 $5.19K <0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $5.13K <0.01% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 332 shares; 2026Q3: 123 shares 123 $5.11K <0.01% -209 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares; 2026Q3: 23 shares 23 $5.1K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 38 shares 38 $4.97K <0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 1 shares; 2026Q2: not reported; 2026Q3: 3 shares 3 $4.96K <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; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares; 2026Q3: 14 shares 14 $4.93K <0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 38 shares 38 $4.92K <0.01% new Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 174 shares; 2026Q2: 174 shares; 2026Q3: 174 shares 174 $4.9K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 162 shares; 2026Q3: 162 shares 162 $4.88K <0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9 $4.88K <0.01% 0 Timeline