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; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 59,727 shares; 2025Q4: 80,261 shares; 2026Q1: 105,527 shares; 2026Q2: 129,107 shares 129,107 $6.98M 9.51% +23,580 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; 2024Q3: 64,481 shares; 2024Q4: 36,283 shares; 2025Q1: 25,627 shares; 2025Q2: 21,168 shares; 2025Q3: 21,449 shares; 2025Q4: 29,852 shares; 2026Q1: 19,944 shares; 2026Q2: 20,358 shares 20,358 $5.81M 7.92% +414 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; 2024Q3: 215,986 shares; 2024Q4: 98,209 shares; 2025Q1: 98,367 shares; 2025Q2: 101,145 shares; 2025Q3: 95,703 shares; 2025Q4: 93,174 shares; 2026Q1: 91,829 shares; 2026Q2: 91,829 shares 91,829 $4.07M 5.55% 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: 13,223 shares; 2024Q4: 13,801 shares; 2025Q1: 15,312 shares; 2025Q2: 15,008 shares; 2025Q3: 14,827 shares; 2025Q4: 14,692 shares; 2026Q1: 13,846 shares; 2026Q2: 13,871 shares 13,871 $4.01M 5.47% +25 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580 shares; 2024Q4: 4,415 shares; 2025Q1: 4,641 shares; 2025Q2: 19,292 shares; 2025Q3: 18,924 shares; 2025Q4: 24,903 shares; 2026Q1: 18,924 shares; 2026Q2: 18,984 shares 18,984 $3.8M 5.18% +60 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334 shares; 2024Q4: 9,506 shares; 2025Q1: 10,947 shares; 2025Q2: 10,971 shares; 2025Q3: 9,850 shares; 2025Q4: 10,092 shares; 2026Q1: 9,803 shares; 2026Q2: 10,146 shares 10,146 $3.63M 4.94% +343 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,168 shares; 2024Q4: 43,431 shares; 2025Q1: 32,463 shares; 2025Q2: 25,756 shares; 2025Q3: 25,753 shares; 2025Q4: 25,278 shares; 2026Q1: 24,506 shares; 2026Q2: 49,403 shares 49,403 $2.77M 3.78% +24,897 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,446 shares; 2024Q4: 4,964 shares; 2025Q1: 6,430 shares; 2025Q2: 6,404 shares; 2025Q3: 6,372 shares; 2025Q4: 6,536 shares; 2026Q1: 6,435 shares; 2026Q2: 6,872 shares 6,872 $2.43M 3.31% +437 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: 3,666 shares; 2024Q4: 3,055 shares; 2025Q1: 5,085 shares; 2025Q2: 5,306 shares; 2025Q3: 5,306 shares; 2025Q4: 5,710 shares; 2026Q1: 4,982 shares; 2026Q2: 4,992 shares 4,992 $1.86M 2.54% +10 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: 1,373 shares; 2024Q4: 1,530 shares; 2025Q1: 1,538 shares; 2025Q2: 1,530 shares; 2025Q3: 1,510 shares; 2025Q4: 1,599 shares; 2026Q1: 1,510 shares; 2026Q2: 1,510 shares 1,510 $1.81M 2.47% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,200 shares; 2024Q4: 13,200 shares; 2025Q1: 13,200 shares; 2025Q2: 13,200 shares; 2025Q3: 13,200 shares; 2025Q4: 13,200 shares; 2026Q1: 13,200 shares; 2026Q2: 13,200 shares 13,200 $1.55M 2.11% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,337 shares; 2024Q4: 9,925 shares; 2025Q1: 9,925 shares; 2025Q2: 9,925 shares; 2025Q3: 13,507 shares; 2025Q4: 13,741 shares; 2026Q1: 13,565 shares; 2026Q2: 13,565 shares 13,565 $1.54M 2.09% 0 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,840 shares 68,840 $1.37M 1.87% new 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: 1 shares; 2024Q4: 1,167 shares; 2025Q1: 1,373 shares; 2025Q2: 1,172 shares; 2025Q3: 1,025 shares; 2025Q4: 1,040 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $1.09M 1.49% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,632 shares 1,632 $1.07M 1.46% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,126 shares; 2024Q4: 1,494 shares; 2025Q1: 3,640 shares; 2025Q2: 3,564 shares; 2025Q3: 3,420 shares; 2025Q4: 3,934 shares; 2026Q1: 3,425 shares; 2026Q2: 4,006 shares 4,006 $955K 1.3% +581 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,540 shares; 2024Q4: 18,488 shares; 2025Q1: 14,767 shares; 2025Q2: 14,767 shares; 2025Q3: 14,767 shares; 2025Q4: 14,767 shares; 2026Q1: 14,767 shares; 2026Q2: 14,767 shares 14,767 $754K 1.03% 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; 2024Q3: 4,545 shares; 2024Q4: 4,545 shares; 2025Q1: 4,545 shares; 2025Q2: 4,545 shares; 2025Q3: 4,545 shares; 2025Q4: 4,545 shares; 2026Q1: 4,545 shares; 2026Q2: 4,545 shares 4,545 $710K 0.97% 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: 2,524 shares; 2024Q4: 502 shares; 2025Q1: 1,505 shares; 2025Q2: 506 shares; 2025Q3: 1,043 shares; 2025Q4: 3,028 shares; 2026Q1: 2,778 shares; 2026Q2: 2,778 shares 2,778 $699K 0.95% 0 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: 948 shares; 2024Q4: 1,995 shares; 2025Q1: 1,294 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 954 shares; 2026Q1: 922 shares; 2026Q2: 922 shares 922 $690K 0.94% 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: 1,435 shares; 2024Q4: 1,552 shares; 2025Q1: 3,347 shares; 2025Q2: 3,349 shares; 2025Q3: 3,322 shares; 2025Q4: 2,581 shares; 2026Q1: 1,913 shares; 2026Q2: 1,913 shares 1,913 $656K 0.89% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 1,470 shares; 2026Q1: 1,470 shares; 2026Q2: 1,470 shares 1,470 $643K 0.88% 0 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: 805 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 1,812 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $601K 0.82% 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: not reported; 2024Q4: 11,856 shares; 2025Q1: 11,856 shares; 2025Q2: 11,856 shares; 2025Q3: 10,373 shares; 2025Q4: 10,939 shares; 2026Q1: 10,373 shares; 2026Q2: 10,373 shares 10,373 $591K 0.81% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511 shares; 2024Q4: 1,544 shares; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,511 shares; 2026Q1: 1,511 shares; 2026Q2: 1,511 shares 1,511 $584K 0.8% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588 shares; 2024Q4: 4,203 shares; 2025Q1: 4,223 shares; 2025Q2: 4,211 shares; 2025Q3: 3,758 shares; 2025Q4: 4,046 shares; 2026Q1: 3,758 shares; 2026Q2: 3,758 shares 3,758 $551K 0.75% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 646 shares; 2025Q2: 640 shares; 2025Q3: 562 shares; 2025Q4: 573 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $548K 0.75% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,868 shares; 2024Q4: 1,051 shares; 2025Q1: 1,074 shares; 2025Q2: 1,199 shares; 2025Q3: 1,048 shares; 2025Q4: 1,305 shares; 2026Q1: 1,048 shares; 2026Q2: 1,088 shares 1,088 $544K 0.74% +40 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,148 shares; 2024Q4: 1,079 shares; 2025Q1: 1,329 shares; 2025Q2: 35,045 shares; 2025Q3: 1,233 shares; 2025Q4: 1,289 shares; 2026Q1: 1,233 shares; 2026Q2: 1,233 shares 1,233 $519K 0.71% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483 shares; 2024Q4: 1,602 shares; 2025Q1: 2,174 shares; 2025Q2: 1,607 shares; 2025Q3: 1,498 shares; 2025Q4: 1,738 shares; 2026Q1: 1,558 shares; 2026Q2: 1,558 shares 1,558 $510K 0.69% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,200 shares; 2025Q1: 8,397 shares; 2025Q2: 7,200 shares; 2025Q3: 6,300 shares; 2025Q4: 8,643 shares; 2026Q1: 6,300 shares; 2026Q2: 6,300 shares 6,300 $486K 0.66% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,440 shares; 2025Q1: 3,440 shares; 2025Q2: 3,440 shares; 2025Q3: 3,010 shares; 2025Q4: 3,264 shares; 2026Q1: 3,010 shares; 2026Q2: 3,010 shares 3,010 $440K 0.6% 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; 2024Q3: 330 shares; 2024Q4: 1,170 shares; 2025Q1: 1,182 shares; 2025Q2: 1,170 shares; 2025Q3: 1,065 shares; 2025Q4: 1,402 shares; 2026Q1: 1,129 shares; 2026Q2: 1,129 shares 1,129 $426K 0.58% 0 Timeline GTOS INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 47,913 shares; 2026Q2: 16,378 shares 16,378 $408K 0.56% -31,535 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,845 shares; 2024Q4: 1,810 shares; 2025Q1: 1,804 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,881 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $391K 0.53% 0 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,667 shares; 2025Q2: 11,252 shares; 2025Q3: 11,002 shares; 2025Q4: 10,976 shares; 2026Q1: 9,969 shares; 2026Q2: 9,821 shares 9,821 $391K 0.53% -148 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,651 shares; 2024Q4: 2,671 shares; 2025Q1: 2,918 shares; 2025Q2: 2,918 shares; 2025Q3: 2,388 shares; 2025Q4: 2,299 shares; 2026Q1: 2,273 shares; 2026Q2: 2,201 shares 2,201 $383K 0.52% -72 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 1,220 shares 1,220 $368K 0.5% +1,098 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,122 shares; 2024Q4: 4,158 shares; 2025Q1: 4,154 shares; 2025Q2: 4,154 shares; 2025Q3: 4,154 shares; 2025Q4: 4,154 shares; 2026Q1: 4,154 shares; 2026Q2: 4,154 shares 4,154 $352K 0.48% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,096 shares; 2026Q1: 2,096 shares; 2026Q2: 2,096 shares 2,096 $342K 0.47% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 88 shares; 2025Q3: 877 shares; 2025Q4: 884 shares; 2026Q1: 877 shares; 2026Q2: 877 shares 877 $297K 0.4% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,552 shares; 2026Q2: 1,552 shares 1,552 $294K 0.4% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $284K 0.39% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 550 shares; 2025Q1: 557 shares; 2025Q2: 550 shares; 2025Q3: 487 shares; 2025Q4: 533 shares; 2026Q1: 487 shares; 2026Q2: 487 shares 487 $283K 0.39% 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: 345 shares; 2024Q4: 345 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares; 2026Q2: 368 shares 368 $271K 0.37% +10 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 495 shares; 2025Q4: 516 shares; 2026Q1: 516 shares; 2026Q2: 516 shares 516 $268K 0.36% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 687 shares; 2024Q4: 806 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 836 shares; 2026Q1: 790 shares; 2026Q2: 790 shares 790 $261K 0.36% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,290 shares; 2024Q4: 6,120 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 6,120 shares; 2025Q4: 6,120 shares; 2026Q1: 6,120 shares; 2026Q2: 9,257 shares 9,257 $256K 0.35% +3,137 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: 1,780 shares; 2024Q4: 2,081 shares; 2025Q1: 5,164 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: 2,662 shares; 2026Q1: 2,166 shares; 2026Q2: 2,166 shares 2,166 $254K 0.35% 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; 2024Q3: not reported; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares; 2026Q2: 590 shares 590 $251K 0.34% 0 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: 2,133 shares; 2024Q4: 2,208 shares; 2025Q1: 4,100 shares; 2025Q2: 2,133 shares; 2025Q3: 2,133 shares; 2025Q4: 2,223 shares; 2026Q1: 2,133 shares; 2026Q2: 2,133 shares 2,133 $249K 0.34% 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: 65 shares; 2024Q4: 285 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 250 shares; 2025Q4: 380 shares; 2026Q1: 259 shares; 2026Q2: 259 shares 259 $242K 0.33% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514 shares; 2024Q4: 1,315 shares; 2025Q1: 1,355 shares; 2025Q2: 1,315 shares; 2025Q3: 1,215 shares; 2025Q4: 1,340 shares; 2026Q1: 1,215 shares; 2026Q2: 1,215 shares 1,215 $231K 0.31% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 105 shares; 2025Q4: 922 shares; 2026Q1: 918 shares; 2026Q2: 918 shares 918 $228K 0.31% 0 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: 1,512 shares; 2024Q4: 1,664 shares; 2025Q1: 1,881 shares; 2025Q2: 1,875 shares; 2025Q3: 1,614 shares; 2025Q4: 1,884 shares; 2026Q1: 1,614 shares; 2026Q2: 1,614 shares 1,614 $221K 0.3% 0 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: 246 shares; 2024Q4: 324 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 865 shares; 2025Q4: 1,114 shares; 2026Q1: 913 shares; 2026Q2: 865 shares 865 $220K 0.3% -48 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,503 shares; 2025Q1: 1,263 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,087 shares; 2026Q1: 1,014 shares; 2026Q2: 942 shares 942 $216K 0.29% -72 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: not reported; 2026Q1: 68,085 shares; 2026Q2: 7,811 shares 7,811 $213K 0.29% -60,274 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 754 shares; 2025Q4: 754 shares; 2026Q1: 754 shares; 2026Q2: 754 shares 754 $210K 0.29% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 562 shares; 2026Q2: 562 shares 562 $208K 0.28% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 844 shares; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 844 shares; 2025Q4: 844 shares; 2026Q1: 844 shares; 2026Q2: 844 shares 844 $205K 0.28% 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; 2024Q3: 412 shares; 2024Q4: 236 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 930 shares; 2025Q4: 899 shares; 2026Q1: 930 shares; 2026Q2: 930 shares 930 $203K 0.28% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $203K 0.28% 0 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: 1,680 shares; 2024Q4: 2,315 shares; 2025Q1: 2,387 shares; 2025Q2: 2,315 shares; 2025Q3: 2,235 shares; 2025Q4: 2,732 shares; 2026Q1: 2,304 shares; 2026Q2: 2,304 shares 2,304 $202K 0.28% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,220 shares; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 1,943 shares; 2025Q4: 1,943 shares; 2026Q1: 1,943 shares; 2026Q2: 1,943 shares 1,943 $202K 0.28% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,397 shares 1,397 $189K 0.26% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 189 shares; 2025Q3: 148 shares; 2025Q4: 165 shares; 2026Q1: 148 shares; 2026Q2: 161 shares 161 $186K 0.25% +13 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 371 shares; 2024Q4: 423 shares; 2025Q1: 439 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 473 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $184K 0.25% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: 345 shares; 2025Q1: 352 shares; 2025Q2: 345 shares; 2025Q3: 307 shares; 2025Q4: 380 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $170K 0.23% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 535 shares; 2025Q1: 553 shares; 2025Q2: 537 shares; 2025Q3: 480 shares; 2025Q4: 623 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $169K 0.23% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462 shares; 2024Q4: 462 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 462 shares 462 $169K 0.23% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 1,635 shares; 2025Q4: 1,765 shares; 2026Q1: 1,635 shares; 2026Q2: 1,635 shares 1,635 $167K 0.23% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 513 shares; 2024Q4: 839 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 3,571 shares; 2026Q1: 3,454 shares; 2026Q2: 3,454 shares 3,454 $161K 0.22% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $152K 0.21% 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; 2024Q3: 121 shares; 2024Q4: 132 shares; 2025Q1: 203 shares; 2025Q2: 191 shares; 2025Q3: 796 shares; 2025Q4: 795 shares; 2026Q1: 786 shares; 2026Q2: 786 shares 786 $150K 0.2% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 2,023 shares; 2025Q1: 2,023 shares; 2025Q2: 2,023 shares; 2025Q3: 1,942 shares; 2025Q4: 1,942 shares; 2026Q1: 1,942 shares; 2026Q2: 1,942 shares 1,942 $144K 0.2% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337 shares; 2024Q4: 404 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 551 shares; 2026Q1: 418 shares; 2026Q2: 418 shares 418 $142K 0.19% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 740 shares; 2026Q2: 740 shares 740 $141K 0.19% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 187 shares; 2025Q1: 601 shares; 2025Q2: 401 shares; 2025Q3: 377 shares; 2025Q4: 505 shares; 2026Q1: 401 shares; 2026Q2: 377 shares 377 $141K 0.19% -24 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,305 shares; 2025Q2: 3,305 shares; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares; 2026Q1: 3,152 shares; 2026Q2: 3,152 shares 3,152 $137K 0.19% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 1,630 shares; 2025Q4: 1,630 shares; 2026Q1: 1,630 shares; 2026Q2: 1,340 shares 1,340 $135K 0.18% -290 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336 shares; 2024Q4: 481 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 464 shares; 2025Q4: 474 shares; 2026Q1: 496 shares; 2026Q2: 496 shares 496 $134K 0.18% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 131 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 67 shares; 2026Q1: 72 shares; 2026Q2: 182 shares 182 $125K 0.17% +110 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 277 shares; 2025Q2: 2 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares; 2026Q2: 520 shares 520 $124K 0.17% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451 shares; 2024Q4: 722 shares; 2025Q1: 680 shares; 2025Q2: 750 shares; 2025Q3: 719 shares; 2025Q4: 856 shares; 2026Q1: 729 shares; 2026Q2: 729 shares 729 $121K 0.16% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 5 shares; 2025Q1: 46 shares; 2025Q2: 33 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $114K 0.16% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 94 shares; 2025Q4: 130 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $110K 0.15% 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; 2024Q3: 638 shares; 2024Q4: 826 shares; 2025Q1: 752 shares; 2025Q2: 627 shares; 2025Q3: 604 shares; 2025Q4: 766 shares; 2026Q1: 604 shares; 2026Q2: 604 shares 604 $109K 0.15% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 772 shares; 2025Q1: 812 shares; 2025Q2: 793 shares; 2025Q3: 697 shares; 2025Q4: 745 shares; 2026Q1: 697 shares; 2026Q2: 697 shares 697 $109K 0.15% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146 shares; 2024Q4: 436 shares; 2025Q1: 454 shares; 2025Q2: 436 shares; 2025Q3: 400 shares; 2025Q4: 403 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $109K 0.15% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 418 shares; 2024Q4: 477 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 469 shares 469 $105K 0.14% 0 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: 1,373 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,208 shares; 2025Q4: 1,271 shares; 2026Q1: 1,208 shares; 2026Q2: 1,208 shares 1,208 $99.8K 0.14% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 896 shares; 2025Q2: 482 shares; 2025Q3: 442 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 606 shares 606 $99.5K 0.14% +203 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,271 shares; 2024Q4: 2,637 shares; 2025Q1: 2,366 shares; 2025Q2: 2,366 shares; 2025Q3: 2,320 shares; 2025Q4: 2,501 shares; 2026Q1: 2,320 shares; 2026Q2: 2,320 shares 2,320 $99K 0.13% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 329 shares; 2025Q4: 349 shares; 2026Q1: 329 shares; 2026Q2: 329 shares 329 $96.4K 0.13% 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; 2024Q3: 379 shares; 2024Q4: 791 shares; 2025Q1: 760 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 969 shares; 2026Q1: 724 shares; 2026Q2: 724 shares 724 $93K 0.13% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 951 shares 951 $92.1K 0.13% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,095 shares; 2024Q4: 4,652 shares; 2025Q1: 5,509 shares; 2025Q2: 3,851 shares; 2025Q3: 3,851 shares; 2025Q4: 3,689 shares; 2026Q1: 3,689 shares; 2026Q2: 3,689 shares 3,689 $90.6K 0.12% 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; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 2,381 shares; 2025Q2: 2,601 shares; 2025Q3: 2,601 shares; 2025Q4: 2,601 shares; 2026Q1: 2,601 shares; 2026Q2: 2,101 shares 2,101 $87.7K 0.12% -500 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,245 shares; 2024Q4: 3,216 shares; 2025Q1: 3,102 shares; 2025Q2: 3,102 shares; 2025Q3: 3,102 shares; 2025Q4: 3,203 shares; 2026Q1: 3,102 shares; 2026Q2: 3,102 shares 3,102 $84.9K 0.12% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976 shares; 2024Q4: 1,014 shares; 2025Q1: 976 shares; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 1,012 shares; 2026Q1: 976 shares; 2026Q2: 976 shares 976 $84.4K 0.11% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 290 shares; 2025Q2: 220 shares; 2025Q3: 193 shares; 2025Q4: 286 shares; 2026Q1: 193 shares; 2026Q2: 193 shares 193 $83.6K 0.11% 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; 2024Q3: 119 shares; 2024Q4: 355 shares; 2025Q1: 349 shares; 2025Q2: 310 shares; 2025Q3: 280 shares; 2025Q4: 580 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $83.3K 0.11% 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: 371 shares; 2024Q4: 572 shares; 2025Q1: 608 shares; 2025Q2: 573 shares; 2025Q3: 548 shares; 2025Q4: 547 shares; 2026Q1: 548 shares; 2026Q2: 548 shares 548 $83K 0.11% 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; 2024Q3: not reported; 2024Q4: 368 shares; 2025Q1: 1,618 shares; 2025Q2: 368 shares; 2025Q3: 322 shares; 2025Q4: 442 shares; 2026Q1: 322 shares; 2026Q2: 322 shares 322 $82.2K 0.11% 0 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 500 shares; 2026Q2: 2,004 shares 2,004 $80.4K 0.11% +1,504 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: 765 shares; 2024Q4: 1,602 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,356 shares; 2025Q4: 1,356 shares; 2026Q1: 1,356 shares; 2026Q2: 1,356 shares 1,356 $78.4K 0.11% 0 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: 240 shares; 2024Q4: 316 shares; 2025Q1: 505 shares; 2025Q2: 286 shares; 2025Q3: 276 shares; 2025Q4: 304 shares; 2026Q1: 273 shares; 2026Q2: 273 shares 273 $76.9K 0.1% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,004 shares; 2024Q4: 1,046 shares; 2025Q1: 1,004 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares; 2026Q2: 1,004 shares 1,004 $76.6K 0.1% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 609 shares; 2026Q2: 609 shares 609 $75.8K 0.1% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 3,951 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 205 shares 205 $75.5K 0.1% -70 Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,327 shares; 2025Q3: 1,214 shares; 2025Q4: not reported; 2026Q1: 2,393 shares; 2026Q2: 2,393 shares 2,393 $74K 0.1% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 907 shares; 2025Q4: 1,002 shares; 2026Q1: 907 shares; 2026Q2: 907 shares 907 $73.7K 0.1% 0 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,234 shares; 2025Q3: 199 shares; 2025Q4: not reported; 2026Q1: 2,971 shares; 2026Q2: 2,971 shares 2,971 $73.2K 0.1% 0 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD 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: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $72K 0.1% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 297 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 261 shares; 2025Q4: 359 shares; 2026Q1: 261 shares; 2026Q2: 261 shares 261 $68K 0.09% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 222 shares; 2025Q1: 233 shares; 2025Q2: 242 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $67.7K 0.09% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 1,008 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 733 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $65.3K 0.09% 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: 241 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 645 shares 645 $64.9K 0.09% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413 shares; 2024Q4: 581 shares; 2025Q1: 605 shares; 2025Q2: 582 shares; 2025Q3: 561 shares; 2025Q4: 539 shares; 2026Q1: 388 shares; 2026Q2: 387 shares 387 $64.5K 0.09% -1 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534 shares; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 544 shares; 2026Q1: 534 shares; 2026Q2: 534 shares 534 $63.2K 0.09% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $62.2K 0.08% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 815 shares 815 $60.7K 0.08% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $58.8K 0.08% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 789 shares; 2025Q4: 810 shares; 2026Q1: 789 shares; 2026Q2: 789 shares 789 $57.9K 0.08% 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; 2024Q3: 198 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 293 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 286 shares 286 $57.4K 0.08% 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: 990 shares; 2024Q4: 990 shares; 2025Q1: 820 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 1,939 shares; 2026Q1: 476 shares; 2026Q2: 930 shares 930 $55.5K 0.08% +454 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,141 shares 1,141 $55K 0.07% new 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: 413 shares; 2024Q4: 487 shares; 2025Q1: 1,363 shares; 2025Q2: 414 shares; 2025Q3: 413 shares; 2025Q4: 506 shares; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $53.9K 0.07% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $53.2K 0.07% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344 shares; 2024Q4: 376 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 344 shares 344 $52.4K 0.07% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303 shares; 2024Q4: 282 shares; 2025Q1: 424 shares; 2025Q2: 283 shares; 2025Q3: 249 shares; 2025Q4: 737 shares; 2026Q1: 572 shares; 2026Q2: 572 shares 572 $51.9K 0.07% 0 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 679 shares 679 $51.9K 0.07% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares 60 $51.5K 0.07% new 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: 708 shares; 2024Q4: 766 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 734 shares; 2026Q1: 708 shares; 2026Q2: 708 shares 708 $51.2K 0.07% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 303 shares; 2025Q4: 340 shares; 2026Q1: 303 shares; 2026Q2: 303 shares 303 $50.8K 0.07% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154 shares; 2024Q4: 175 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 172 shares 172 $50.7K 0.07% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 49 shares; 2025Q4: 62 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $49.6K 0.07% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 360 shares; 2025Q1: 325 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $49K 0.07% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 144 shares 144 $48.2K 0.07% 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; 2024Q3: not reported; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares; 2026Q2: 1,007 shares 1,007 $47.9K 0.07% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 74 shares; 2025Q1: 76 shares; 2025Q2: 174 shares; 2025Q3: 165 shares; 2025Q4: 2,040 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $46.4K 0.06% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: 422 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 440 shares; 2026Q1: 404 shares; 2026Q2: 404 shares 404 $46.2K 0.06% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 1,028 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 883 shares; 2026Q1: 640 shares; 2026Q2: 640 shares 640 $46K 0.06% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 11 shares; 2025Q1: 12 shares; 2025Q2: 11 shares; 2025Q3: 10 shares; 2025Q4: 13 shares; 2026Q1: 10 shares; 2026Q2: 250 shares 250 $44.6K 0.06% +240 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 167 shares 167 $44.2K 0.06% new Timeline MOBI MOBIA MED INC More: the full row for MOBIA MED 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: 3,250 shares 3,250 $43.5K 0.06% new 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: not reported; 2024Q4: 340 shares; 2025Q1: 342 shares; 2025Q2: 342 shares; 2025Q3: 299 shares; 2025Q4: 490 shares; 2026Q1: 299 shares; 2026Q2: 299 shares 299 $41.9K 0.06% 0 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,378 shares; 2025Q3: 427 shares; 2025Q4: not reported; 2026Q1: 1,312 shares; 2026Q2: 1,312 shares 1,312 $41.7K 0.06% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 509 shares; 2025Q1: 2,254 shares; 2025Q2: 511 shares; 2025Q3: 447 shares; 2025Q4: 789 shares; 2026Q1: 447 shares; 2026Q2: 447 shares 447 $41.2K 0.06% 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: 182 shares 182 $40.8K 0.06% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 182 shares 182 $40.2K 0.05% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 121 shares; 2025Q1: 142 shares; 2025Q2: 142 shares; 2025Q3: 131 shares; 2025Q4: 184 shares; 2026Q1: 138 shares; 2026Q2: 111 shares 111 $40K 0.05% -27 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: not reported; 2024Q4: 1,209 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,070 shares; 2025Q4: 1,911 shares; 2026Q1: 1,070 shares; 2026Q2: 1,906 shares 1,906 $39.5K 0.05% +836 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,338 shares 1,338 $39.4K 0.05% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 182 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $39.2K 0.05% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 444 shares 444 $38.2K 0.05% +370 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 435 shares; 2025Q3: 390 shares; 2025Q4: 405 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $35.9K 0.05% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 72 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 71 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $35.1K 0.05% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 138 shares 138 $34.2K 0.05% new 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: 76 shares; 2024Q4: 132 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 155 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $33.7K 0.05% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157 shares; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 202 shares; 2025Q4: 226 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $33K 0.05% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $31.8K 0.04% 0 Timeline EDGU ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,640 shares; 2025Q3: 484 shares; 2025Q4: not reported; 2026Q1: 963 shares; 2026Q2: 963 shares 963 $30.8K 0.04% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $30.3K 0.04% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 719 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 453 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $30K 0.04% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 319 shares 319 $29.9K 0.04% new Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 244 shares 244 $29.8K 0.04% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 188 shares 188 $29.7K 0.04% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 995 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 927 shares; 2025Q4: 927 shares; 2026Q1: 927 shares; 2026Q2: 927 shares 927 $29.7K 0.04% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 190 shares; 2025Q1: 200 shares; 2025Q2: 190 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $29.3K 0.04% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 42 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $28.9K 0.04% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 46 shares; 2025Q4: 48 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $28.7K 0.04% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 442 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares; 2026Q2: 396 shares 396 $28.4K 0.04% 0 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: 2,475 shares; 2024Q4: 187 shares; 2025Q1: 172 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 121 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $28.3K 0.04% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 69 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $28.1K 0.04% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114 shares; 2024Q4: 285 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 265 shares; 2025Q4: 292 shares; 2026Q1: 265 shares; 2026Q2: 114 shares 114 $28.1K 0.04% -151 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: 4 shares; 2024Q4: 159 shares; 2025Q1: 160 shares; 2025Q2: 159 shares; 2025Q3: 139 shares; 2025Q4: 181 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $27.7K 0.04% 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; 2024Q3: not reported; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 43 shares; 2025Q4: 58 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $27.4K 0.04% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 228 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 112 shares; 2025Q4: 146 shares; 2026Q1: 481 shares; 2026Q2: 625 shares 625 $27K 0.04% +144 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 292 shares; 2025Q1: 274 shares; 2025Q2: 548 shares; 2025Q3: 2,008 shares; 2025Q4: 548 shares; 2026Q1: 548 shares; 2026Q2: 548 shares 548 $26.3K 0.04% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177 shares; 2024Q4: 619 shares; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 177 shares; 2025Q4: 392 shares; 2026Q1: 216 shares; 2026Q2: 177 shares 177 $26K 0.04% -39 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302 shares; 2024Q4: 314 shares; 2025Q1: 313 shares; 2025Q2: 320 shares; 2025Q3: 313 shares; 2025Q4: 342 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $25.6K 0.03% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 211 shares 211 $25.1K 0.03% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 151 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $24.4K 0.03% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316 shares; 2024Q4: 333 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 360 shares; 2026Q1: 316 shares; 2026Q2: 316 shares 316 $24.4K 0.03% 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; 2024Q3: 85 shares; 2024Q4: 115 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $23.4K 0.03% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368 shares; 2024Q4: 594 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 368 shares; 2026Q2: 368 shares 368 $23.1K 0.03% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $23.1K 0.03% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 46 shares; 2025Q4: 152 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $23.1K 0.03% 0 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares; 2026Q2: 1,868 shares 1,868 $23K 0.03% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 143 shares 143 $22K 0.03% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 54 shares; 2025Q4: 99 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $21.5K 0.03% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 20 shares; 2025Q4: 36 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $19.6K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 362 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $19.3K 0.03% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 9 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 12 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $19.1K 0.03% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $18.4K 0.03% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 22 shares; 2025Q1: 28 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 54 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $17.9K 0.02% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 218 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 214 shares; 2026Q1: 153 shares; 2026Q2: 153 shares 153 $17.8K 0.02% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 231 shares 231 $17.5K 0.02% +121 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 43 shares; 2025Q4: 49 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $17.5K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 23 shares; 2025Q4: 24 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $17.4K 0.02% 0 Timeline QXO QXO INC More: the full row for QXO 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: 1,000 shares 1,000 $17.3K 0.02% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 132 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 116 shares; 2025Q4: 143 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $16.7K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $16.6K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 180 shares; 2025Q1: 221 shares; 2025Q2: 181 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $16.5K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 27 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $16.4K 0.02% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $16K 0.02% 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; 2024Q3: not reported; 2024Q4: 311 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $15.8K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $15.2K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $14.7K 0.02% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 39 shares; 2025Q4: 47 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $14.6K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 116 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 181 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $14.3K 0.02% 0 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS 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: 500 shares; 2026Q2: 555 shares 555 $14.3K 0.02% +55 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $14.2K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: 914 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 147 shares 147 $14.1K 0.02% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $13.7K 0.02% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 37 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $13.6K 0.02% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 36 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $13.6K 0.02% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499 shares; 2024Q4: 521 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 462 shares; 2026Q1: 37 shares; 2026Q2: 95 shares 95 $13.4K 0.02% +58 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $13.2K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 352 shares; 2024Q4: 84 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 61 shares; 2026Q1: 77 shares; 2026Q2: 77 shares 77 $13.1K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 89 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 101 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $12.7K 0.02% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 549 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $12.4K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $12.3K 0.02% 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; 2024Q3: not reported; 2024Q4: 37 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $12.2K 0.02% 0 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; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $12.2K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 23 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 20 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $12.2K 0.02% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $11.8K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 54 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $11.6K 0.02% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $11.5K 0.02% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 63 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $11.3K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 254 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 657 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $11.2K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.2K 0.02% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 336 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 344 shares 344 $10.9K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $10.8K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $10.7K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 67 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 69 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $10.6K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $10.5K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $10.4K 0.01% 0 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; 2024Q3: not reported; 2024Q4: 49 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $10.3K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 142 shares; 2025Q1: 155 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 55 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $10.2K 0.01% 0 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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 $10.2K 0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98 shares 98 $9.96K 0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 139 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $9.69K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 92 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $9.64K 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: not reported; 2024Q4: 89 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $9.6K 0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26 shares 26 $9.48K 0.01% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $9.26K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 280 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $8.86K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $8.62K 0.01% 0 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; 2024Q3: not reported; 2024Q4: 105 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 122 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $8.52K 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; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 9 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $8.31K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: 74 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $8.23K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $8.14K 0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $8.08K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 205 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $8.07K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $8.06K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: 107 shares; 2025Q1: 116 shares; 2025Q2: 104 shares; 2025Q3: 108 shares; 2025Q4: 30 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $8.03K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 82 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $8.01K 0.01% 0 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: not reported; 2024Q4: 78 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $7.98K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 123 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $7.95K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 20 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $7.92K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $7.86K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $7.83K 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: 1,450 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 655 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $7.8K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 188 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $7.67K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 112 shares; 2025Q4: 318 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $7.62K 0.01% 0 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; 2024Q3: not reported; 2024Q4: 323 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 283 shares; 2026Q2: 283 shares 283 $7.54K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 153 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $7.47K 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 107 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $7.3K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $7.21K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $7.15K 0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: not reported; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $6.99K 0.01% 0 Timeline IHAK 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: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $6.62K 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; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $6.52K 0.01% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 47 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 16 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $6.34K 0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 77 shares 77 $6.24K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $6.19K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $6.14K 0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $6K 0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 245 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 257 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $5.86K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: 365 shares; 2025Q1: 395 shares; 2025Q2: 365 shares; 2025Q3: 295 shares; 2025Q4: 305 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $5.82K 0.01% 0 Timeline CLOU 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: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $5.57K 0.01% 0 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 260 shares 260 $5.56K 0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $5.5K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 58 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $5.28K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $5.28K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $5.23K 0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $5.22K 0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 86 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $5.14K 0.01% 0 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: not reported; 2024Q4: 187 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $5.14K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 145 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $5.1K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $4.97K 0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 38 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $4.84K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $4.81K 0.01% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $4.77K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 162 shares 162 $4.63K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 64 shares; 2025Q1: 210 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 140 shares; 2026Q1: 127 shares; 2026Q2: 71 shares 71 $4.54K 0.01% -56 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 357 shares; 2026Q1: 375 shares; 2026Q2: 27 shares 27 $4.38K 0.01% -348 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $4.31K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 111 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: not reported; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $4.16K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 10 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $4.04K 0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $4K 0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $3.78K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 178 shares; 2025Q1: 855 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 156 shares; 2026Q2: 156 shares 156 $3.6K <0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $3.48K <0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $3.42K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $3.32K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 28 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $3.2K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 123 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $3.15K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $3.06K <0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $3.06K <0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $3.06K <0.01% 0 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS 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: 28 shares; 2026Q2: 28 shares 28 $3.03K <0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 16 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $2.8K <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $2.72K <0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $2.7K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 14 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $2.67K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $2.64K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 56 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $2.6K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $2.44K <0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $2.41K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $2.23K <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $2.23K <0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $2.15K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 19 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $2.05K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56 shares 56 $2.02K <0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 21 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $1.99K <0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $1.96K <0.01% 0 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47 shares 47 $1.94K <0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 10 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 176 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $1.9K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $1.78K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT 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: 39 shares; 2026Q2: 39 shares 39 $1.75K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: 74 shares; 2025Q1: 100 shares; 2025Q2: 74 shares; 2025Q3: 14 shares; 2025Q4: 79 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $1.74K <0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $1.74K <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; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $1.61K <0.01% 0 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $1.52K <0.01% 0 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $1.38K <0.01% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $1.32K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 94 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $1.3K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 30 shares; 2025Q4: 40 shares; 2026Q1: not reported; 2026Q2: 10 shares 10 $1.14K <0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $1.14K <0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $1.07K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 91 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $836 <0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $824 <0.01% 0 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $748 <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $724 <0.01% new Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $626 <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $511 <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $493 <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $480 <0.01% new Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $318 <0.01% 0 Timeline DRLL 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $302 <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $223 <0.01% 0 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $183 <0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $167 <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $162 <0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $78 <0.01% 0 Timeline CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $56 <0.01% 0 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $21 <0.01% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $12 <0.01% new Timeline TLRY TILRAY BRANDS INC More: the full row for TILRAY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $9 <0.01% 0 Timeline