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; 2024Q3: 81,893 shares; 2024Q4: 79,103 shares; 2025Q1: 71,909 shares; 2025Q2: 69,802 shares; 2025Q3: 60,349 shares; 2025Q4: 57,512 shares; 2026Q1: 66,598 shares; 2026Q2: 114,108 shares 114,108 $10.5M 4.48% +47,510 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,934 shares; 2024Q4: 135,050 shares; 2025Q1: 121,529 shares; 2025Q2: 119,950 shares; 2025Q3: 91,552 shares; 2025Q4: 83,027 shares; 2026Q1: 80,628 shares; 2026Q2: 64,124 shares 64,124 $8.97M 3.85% -16,504 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,931 shares; 2024Q4: 24,308 shares; 2025Q1: 21,793 shares; 2025Q2: 21,434 shares; 2025Q3: 15,258 shares; 2025Q4: 13,817 shares; 2026Q1: 12,161 shares; 2026Q2: 12,509 shares 12,509 $8.92M 3.82% +348 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,272 shares; 2024Q4: 129,110 shares; 2025Q1: 94,369 shares; 2025Q2: 93,437 shares; 2025Q3: 82,866 shares; 2025Q4: 75,086 shares; 2026Q1: 73,181 shares; 2026Q2: 75,458 shares 75,458 $8.67M 3.71% +2,277 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,780 shares; 2024Q4: 146,020 shares; 2025Q1: 131,372 shares; 2025Q2: 129,557 shares; 2025Q3: 114,342 shares; 2025Q4: 103,496 shares; 2026Q1: 100,371 shares; 2026Q2: 73,393 shares 73,393 $8.62M 3.69% -26,978 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,372 shares; 2024Q4: 86,476 shares; 2025Q1: 78,045 shares; 2025Q2: 77,133 shares; 2025Q3: 68,169 shares; 2025Q4: 61,756 shares; 2026Q1: 59,923 shares; 2026Q2: 61,676 shares 61,676 $8.43M 3.61% +1,753 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,660 shares; 2024Q4: 90,560 shares; 2025Q1: 81,581 shares; 2025Q2: 80,629 shares; 2025Q3: 71,232 shares; 2025Q4: 64,571 shares; 2026Q1: 62,800 shares; 2026Q2: 64,642 shares 64,642 $7.55M 3.23% +1,842 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,054 shares; 2024Q4: 38,967 shares; 2025Q1: 27,668 shares; 2025Q2: 27,271 shares; 2025Q3: 24,097 shares; 2025Q4: 21,710 shares; 2026Q1: 21,039 shares; 2026Q2: 25,939 shares 25,939 $7.29M 3.13% +4,900 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,259 shares; 2024Q4: 34,624 shares; 2025Q1: 33,464 shares; 2025Q2: 33,044 shares; 2025Q3: 29,143 shares; 2025Q4: 29,162 shares; 2026Q1: 28,378 shares; 2026Q2: 27,812 shares 27,812 $7.06M 3.03% -566 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,817 shares; 2024Q4: 208,504 shares; 2025Q1: 188,257 shares; 2025Q2: 185,719 shares; 2025Q3: 163,883 shares; 2025Q4: 148,446 shares; 2026Q1: 143,916 shares; 2026Q2: 148,296 shares 148,296 $6.86M 2.94% +4,380 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,435 shares; 2024Q4: 44,464 shares; 2025Q1: 46,195 shares; 2025Q2: 45,768 shares; 2025Q3: 52,206 shares; 2025Q4: 48,617 shares; 2026Q1: 49,415 shares; 2026Q2: 62,845 shares 62,845 $6.76M 2.89% +13,430 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,041 shares; 2024Q4: 115,137 shares; 2025Q1: 103,734 shares; 2025Q2: 102,382 shares; 2025Q3: 90,430 shares; 2025Q4: 81,874 shares; 2026Q1: 78,713 shares; 2026Q2: 81,153 shares 81,153 $6.64M 2.84% +2,440 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,010 shares; 2024Q4: 25,531 shares; 2025Q1: 23,123 shares; 2025Q2: 22,935 shares; 2025Q3: 20,307 shares; 2025Q4: 18,424 shares; 2026Q1: 17,897 shares; 2026Q2: 18,483 shares 18,483 $6.55M 2.81% +586 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,980 shares; 2024Q4: 53,800 shares; 2025Q1: 48,997 shares; 2025Q2: 48,267 shares; 2025Q3: 42,685 shares; 2025Q4: 38,665 shares; 2026Q1: 37,495 shares; 2026Q2: 38,597 shares 38,597 $6.4M 2.74% +1,102 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,212 shares; 2024Q4: 16,662 shares; 2025Q1: 15,152 shares; 2025Q2: 15,051 shares; 2025Q3: 13,347 shares; 2025Q4: 12,118 shares; 2026Q1: 11,792 shares; 2026Q2: 12,207 shares 12,207 $6.22M 2.66% +415 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,643 shares; 2025Q2: 92,304 shares; 2025Q3: 82,040 shares; 2025Q4: 74,489 shares; 2026Q1: 72,679 shares; 2026Q2: 75,035 shares 75,035 $6.2M 2.66% +2,356 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,709 shares; 2024Q4: 414,017 shares; 2025Q1: 372,765 shares; 2025Q2: 367,544 shares; 2025Q3: 324,514 shares; 2025Q4: 293,772 shares; 2026Q1: 285,012 shares; 2026Q2: 294,433 shares 294,433 $6.09M 2.61% +9,421 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,843 shares; 2025Q3: 58,984 shares; 2025Q4: 61,844 shares; 2026Q1: 67,122 shares; 2026Q2: 69,634 shares 69,634 $6.05M 2.59% +2,512 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,340 shares; 2024Q4: 61,177 shares; 2025Q1: 57,056 shares; 2025Q2: 56,136 shares; 2025Q3: 49,058 shares; 2025Q4: 44,711 shares; 2026Q1: 43,317 shares; 2026Q2: 44,625 shares 44,625 $5.77M 2.47% +1,308 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,251 shares; 2024Q4: 65,567 shares; 2025Q1: 58,943 shares; 2025Q2: 38,035 shares; 2025Q3: 33,496 shares; 2025Q4: 30,251 shares; 2026Q1: 29,207 shares; 2026Q2: 30,150 shares 30,150 $5.5M 2.36% +943 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,831 shares; 2024Q4: 14,533 shares; 2025Q1: 13,251 shares; 2025Q2: 13,224 shares; 2025Q3: 11,744 shares; 2025Q4: 14,543 shares; 2026Q1: 14,358 shares; 2026Q2: 20,199 shares 20,199 $5.46M 2.34% +5,841 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 20,503 shares; 2026Q1: 27,814 shares; 2026Q2: 39,911 shares 39,911 $5.4M 2.32% +12,097 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,332 shares; 2024Q4: 93,558 shares; 2025Q1: 92,965 shares; 2025Q2: 91,953 shares; 2025Q3: 81,245 shares; 2025Q4: 73,596 shares; 2026Q1: 71,713 shares; 2026Q2: 73,953 shares 73,953 $5.34M 2.29% +2,240 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,388 shares; 2025Q2: 51,249 shares; 2025Q3: 45,505 shares; 2025Q4: 41,275 shares; 2026Q1: 40,285 shares; 2026Q2: 58,384 shares 58,384 $5.29M 2.26% +18,099 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,633 shares; 2024Q4: 58,431 shares; 2025Q1: 52,670 shares; 2025Q2: 52,068 shares; 2025Q3: 45,928 shares; 2025Q4: 41,599 shares; 2026Q1: 40,337 shares; 2026Q2: 41,552 shares 41,552 $5.26M 2.25% +1,215 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,298 shares; 2024Q4: 168,972 shares; 2025Q1: 154,472 shares; 2025Q2: 152,123 shares; 2025Q3: 134,582 shares; 2025Q4: 121,808 shares; 2026Q1: 118,160 shares; 2026Q2: 121,911 shares 121,911 $5.16M 2.21% +3,751 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,577 shares; 2024Q4: 57,494 shares; 2025Q1: 54,961 shares; 2025Q2: 54,270 shares; 2025Q3: 47,944 shares; 2025Q4: 53,092 shares; 2026Q1: 51,908 shares; 2026Q2: 53,677 shares 53,677 $5.1M 2.18% +1,769 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,655 shares; 2025Q4: 22,071 shares; 2026Q1: 21,964 shares; 2026Q2: 22,695 shares 22,695 $5.01M 2.15% +731 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,702 shares; 2024Q4: 73,373 shares; 2025Q1: 66,223 shares; 2025Q2: 65,415 shares; 2025Q3: 57,844 shares; 2025Q4: 52,229 shares; 2026Q1: 50,677 shares; 2026Q2: 52,236 shares 52,236 $5M 2.14% +1,559 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,083 shares; 2025Q4: 13,735 shares; 2026Q1: 13,387 shares; 2026Q2: 17,834 shares 17,834 $4.85M 2.08% +4,447 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,757 shares; 2024Q4: 84,664 shares; 2025Q1: 77,633 shares; 2025Q2: 76,792 shares; 2025Q3: 67,864 shares; 2025Q4: 61,476 shares; 2026Q1: 59,640 shares; 2026Q2: 61,417 shares 61,417 $4.85M 2.08% +1,777 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,211 shares; 2024Q4: 65,620 shares; 2025Q1: 58,969 shares; 2025Q2: 58,186 shares; 2025Q3: 51,372 shares; 2025Q4: 46,498 shares; 2026Q1: 44,969 shares; 2026Q2: 41,326 shares 41,326 $4.46M 1.91% -3,643 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,804 shares; 2026Q2: 14,267 shares 14,267 $4.25M 1.82% +463 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,227 shares; 2024Q4: 63,942 shares; 2025Q1: 64,417 shares; 2025Q2: 63,586 shares; 2025Q3: 54,626 shares; 2025Q4: 49,258 shares; 2026Q1: 47,372 shares; 2026Q2: 50,708 shares 50,708 $3.84M 1.65% +3,336 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,628 shares; 2024Q4: 47,431 shares; 2025Q1: 42,929 shares; 2025Q2: 42,342 shares; 2025Q3: 36,927 shares; 2025Q4: 32,986 shares; 2026Q1: 33,077 shares; 2026Q2: 34,039 shares 34,039 $3.48M 1.49% +962 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,297 shares 22,297 $3.02M 1.29% new Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,367 shares; 2024Q4: 91,771 shares; 2025Q1: 71,925 shares; 2025Q2: 100,999 shares; 2025Q3: 141,146 shares; 2025Q4: 145,223 shares; 2026Q1: 183,188 shares; 2026Q2: 192,094 shares 192,094 $976K 0.42% +8,906 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,578 shares; 2025Q4: 6,578 shares; 2026Q1: 10,914 shares; 2026Q2: 11,484 shares 11,484 $762K 0.33% +570 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,328 shares; 2024Q4: 1,344 shares; 2025Q1: 948 shares; 2025Q2: 1,344 shares; 2025Q3: 1,449 shares; 2025Q4: 1,449 shares; 2026Q1: 2,484 shares; 2026Q2: 2,851 shares 2,851 $756K 0.32% +367 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,564 shares; 2024Q4: 4,564 shares; 2025Q1: 3,221 shares; 2025Q2: 4,564 shares; 2025Q3: 4,562 shares; 2025Q4: 4,562 shares; 2026Q1: 5,273 shares; 2026Q2: 5,675 shares 5,675 $700K 0.3% +402 Timeline TATT TAT TECHNOLOGIES LTD More: the full row for TAT TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,008 shares; 2025Q1: 4,206 shares; 2025Q2: 7,256 shares; 2025Q3: 8,505 shares; 2025Q4: 8,505 shares; 2026Q1: 9,393 shares; 2026Q2: 12,091 shares 12,091 $571K 0.24% +2,698 Timeline ESP ESPEY MFG & ELECTRS CORP More: the full row for ESPEY MFG & ELECTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,782 shares; 2024Q4: 10,126 shares; 2025Q1: 6,307 shares; 2025Q2: 8,945 shares; 2025Q3: 8,039 shares; 2025Q4: 8,039 shares; 2026Q1: 8,093 shares; 2026Q2: 8,387 shares 8,387 $568K 0.24% +294 Timeline MDLV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,439 shares; 2024Q4: 162,402 shares; 2025Q1: 21,500 shares; 2025Q2: 19,247 shares; 2025Q3: 31,347 shares; 2025Q4: 34,103 shares; 2026Q1: 27,092 shares; 2026Q2: 18,021 shares 18,021 $553K 0.24% -9,071 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,096 shares; 2024Q4: 7,609 shares; 2025Q1: 5,368 shares; 2025Q2: 7,609 shares; 2025Q3: 7,609 shares; 2025Q4: 7,609 shares; 2026Q1: 7,659 shares; 2026Q2: 6,478 shares 6,478 $479K 0.21% -1,181 Timeline PDEX PRO-DEX INC COLO More: the full row for PRO-DEX INC COLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,109 shares; 2025Q3: 5,469 shares; 2025Q4: 5,469 shares; 2026Q1: 5,808 shares; 2026Q2: 6,716 shares 6,716 $394K 0.17% +908 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,510 shares; 2026Q2: 8,819 shares 8,819 $366K 0.16% +309 Timeline BKTI BK TECHNOLOGIES CORPORATION More: the full row for BK TECHNOLOGIES CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,139 shares; 2024Q4: 12,744 shares; 2025Q1: 3,570 shares; 2025Q2: 5,062 shares; 2025Q3: 5,062 shares; 2025Q4: 4,453 shares; 2026Q1: 3,840 shares; 2026Q2: 4,037 shares 4,037 $347K 0.15% +197 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327 shares; 2024Q4: 7,743 shares; 2025Q1: 6,060 shares; 2025Q2: 8,594 shares; 2025Q3: 11,075 shares; 2025Q4: 11,075 shares; 2026Q1: 5,179 shares; 2026Q2: 2,412 shares 2,412 $344K 0.15% -2,767 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,729 shares; 2025Q1: 5,452 shares; 2025Q2: 7,729 shares; 2025Q3: 7,729 shares; 2025Q4: 7,729 shares; 2026Q1: 9,073 shares; 2026Q2: 9,541 shares 9,541 $324K 0.14% +468 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,515 shares 5,515 $315K 0.14% new Timeline NOA NORTH AMERN CONSTR GROUP LTD More: the full row for NORTH AMERN CONSTR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,080 shares; 2026Q2: 23,326 shares 23,326 $315K 0.13% +4,246 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $281K 0.12% 0 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,151 shares; 2024Q4: 2,151 shares; 2025Q1: 1,521 shares; 2025Q2: 2,151 shares; 2025Q3: 1,558 shares; 2025Q4: 1,558 shares; 2026Q1: 1,569 shares; 2026Q2: 1,590 shares 1,590 $271K 0.12% +21 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,876 shares; 2026Q2: 7,910 shares 7,910 $257K 0.11% +5,034 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 140 shares; 2025Q3: 214 shares; 2025Q4: 308 shares; 2026Q1: 314 shares; 2026Q2: 314 shares 314 $235K 0.1% 0 Timeline OPXS OPTEX SYS HLDGS INC More: the full row for OPTEX SYS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,018 shares; 2025Q4: 16,018 shares; 2026Q1: 16,124 shares; 2026Q2: 16,798 shares 16,798 $230K 0.1% +674 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,080 shares; 2025Q3: 2,080 shares; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares; 2026Q2: 2,080 shares 2,080 $221K 0.09% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 654 shares; 2024Q4: 1,537 shares; 2025Q1: 1,054 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares; 2026Q2: 970 shares 970 $206K 0.09% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,239 shares; 2024Q4: 4,683 shares; 2025Q1: 5,559 shares; 2025Q2: 4,617 shares; 2025Q3: 4,108 shares; 2025Q4: 3,977 shares; 2026Q1: 4,248 shares; 2026Q2: 3,937 shares 3,937 $197K 0.08% -311 Timeline GRW TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 1,816 shares; 2025Q2: 4,143 shares; 2025Q3: 5,464 shares; 2025Q4: 5,464 shares; 2026Q1: 5,464 shares; 2026Q2: 5,464 shares 5,464 $176K 0.08% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 160 shares 160 $170K 0.07% -5 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 1,966 shares; 2025Q2: 3,291 shares; 2025Q3: 3,291 shares; 2025Q4: 3,291 shares; 2026Q1: 3,291 shares; 2026Q2: 3,291 shares 3,291 $156K 0.07% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 80 shares; 2025Q4: 82 shares; 2026Q1: 209 shares; 2026Q2: 210 shares 210 $155K 0.07% +1 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648 shares; 2024Q4: 1,676 shares; 2025Q1: 592 shares; 2025Q2: 582 shares; 2025Q3: 558 shares; 2025Q4: 588 shares; 2026Q1: 654 shares; 2026Q2: 631 shares 631 $153K 0.07% -23 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 439 shares; 2025Q2: 1,101 shares; 2025Q3: 1,445 shares; 2025Q4: 1,768 shares; 2026Q1: 2,231 shares; 2026Q2: 2,231 shares 2,231 $149K 0.06% 0 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,317 shares; 2025Q1: 4,855 shares; 2025Q2: 5,622 shares; 2025Q3: 5,622 shares; 2025Q4: 5,622 shares; 2026Q1: 5,622 shares; 2026Q2: 5,622 shares 5,622 $147K 0.06% 0 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,348 shares 1,348 $129K 0.06% new Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,829 shares; 2025Q1: 6,046 shares; 2025Q2: 6,888 shares; 2025Q3: 6,888 shares; 2025Q4: 6,888 shares; 2026Q1: 6,888 shares; 2026Q2: 6,888 shares 6,888 $125K 0.05% 0 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,926 shares; 2025Q3: 4,926 shares; 2025Q4: 4,926 shares; 2026Q1: 4,926 shares; 2026Q2: 4,926 shares 4,926 $118K 0.05% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 305 shares; 2025Q2: 430 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 365 shares 365 $106K 0.05% -35 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 1,916 shares; 2025Q3: 2,954 shares; 2025Q4: 2,954 shares; 2026Q1: 2,954 shares; 2026Q2: 2,954 shares 2,954 $95.9K 0.04% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $88.1K 0.04% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 271 shares; 2024Q4: 180 shares; 2025Q1: 165 shares; 2025Q2: 240 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 228 shares 228 $85K 0.04% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,839 shares; 2024Q4: 5,927 shares; 2025Q1: 3,475 shares; 2025Q2: 3,519 shares; 2025Q3: 3,561 shares; 2025Q4: 3,608 shares; 2026Q1: 3,649 shares; 2026Q2: 3,687 shares 3,687 $83.9K 0.04% +38 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,814 shares; 2025Q1: 2,347 shares; 2025Q2: 1,993 shares; 2025Q3: 1,993 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares; 2026Q2: 1,993 shares 1,993 $76.7K 0.03% 0 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,082 shares; 2024Q4: 9,472 shares; 2025Q1: 6,688 shares; 2025Q2: 7,494 shares; 2025Q3: 5,809 shares; 2025Q4: 2,550 shares; 2026Q1: 2,567 shares; 2026Q2: 2,611 shares 2,611 $66.8K 0.03% +44 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 983 shares; 2025Q1: 1,438 shares; 2025Q2: 3,130 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares; 2026Q1: 2,536 shares; 2026Q2: 2,536 shares 2,536 $65.1K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $63.6K 0.03% 0 Timeline LSEQ HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,051 shares; 2025Q2: 1,676 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: 1,676 shares; 2026Q2: 1,676 shares 1,676 $59.5K 0.03% 0 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,839 shares; 2025Q3: 1,839 shares; 2025Q4: 1,839 shares; 2026Q1: 1,839 shares; 2026Q2: 1,839 shares 1,839 $59.3K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $55K 0.02% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $48K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $44.8K 0.02% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 635 shares 635 $36.2K 0.02% 0 Timeline COM 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 719 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares; 2026Q2: 1,056 shares 1,056 $34.4K 0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $32.2K 0.01% 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; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 112 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 23 shares 23 $27.6K 0.01% -84 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; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $26.3K 0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $25.2K 0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 162 shares 162 $24K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares; 2026Q2: 396 shares 396 $23.6K 0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 102,025 shares; 2025Q1: 92,204 shares; 2025Q2: 91,517 shares; 2025Q3: 81,063 shares; 2025Q4: 73,426 shares; 2026Q1: 71,559 shares; 2026Q2: 435 shares 435 $22.6K 0.01% -71,124 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 172 shares 172 $16.3K 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; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $15K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $14K 0.01% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $13.3K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65 shares 65 $13.3K 0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,062 shares; 2025Q1: 521 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $11.7K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $11.4K <0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $10.3K <0.01% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $9.72K <0.01% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $9.6K <0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 63 shares 63 $9.54K <0.01% -20 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $7.45K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31 shares 31 $6.94K <0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 114 shares 114 $6.65K <0.01% -40 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $6.5K <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; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 40 shares 40 $4.92K <0.01% -10 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 36 shares 36 $4.47K <0.01% +27 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 15 shares 15 $4.13K <0.01% -5 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,047 shares; 2024Q4: 183,024 shares; 2025Q1: 196,417 shares; 2025Q2: 194,271 shares; 2025Q3: 166,436 shares; 2025Q4: 2,940 shares; 2026Q1: 496 shares; 2026Q2: 170 shares 170 $4.09K <0.01% -326 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 41 shares 41 $3.72K <0.01% -20 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 18 shares; 2025Q1: 67 shares; 2025Q2: 1 shares; 2025Q3: 5 shares; 2025Q4: 57 shares; 2026Q1: 58 shares; 2026Q2: 59 shares 59 $3.35K <0.01% +1 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,254 shares; 2024Q4: 63,131 shares; 2025Q1: 71,108 shares; 2025Q2: 70,596 shares; 2025Q3: 61,354 shares; 2025Q4: 278 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $3.26K <0.01% 0 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $3.05K <0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,060 shares; 2024Q4: 86,562 shares; 2025Q1: 79,701 shares; 2025Q2: 78,481 shares; 2025Q3: 64,801 shares; 2025Q4: 60,129 shares; 2026Q1: 58,218 shares; 2026Q2: 71 shares 71 $2.47K <0.01% -58,147 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $601 <0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $501 <0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 102 shares; 2025Q2: 106 shares; 2025Q3: 108 shares; 2025Q4: 129 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $170 <0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,062 shares; 2024Q4: 77 shares; 2025Q1: 76 shares; 2025Q2: 1 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $153 <0.01% 0 Timeline PESI PERMA-FIX ENVIRONMENTAL SVCS More: the full row for PERMA-FIX ENVIRONMENTAL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,008 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $14 <0.01% 0 Timeline IDN INTELLICHECK MOBILISA INC More: the full row for INTELLICHECK MOBILISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $2 <0.01% 0 Timeline