AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,164 shares; 2025Q1: 68,421 shares; 2025Q2: 62,591 shares; 2025Q3: 63,149 shares; 2025Q4: 62,200 shares; 2026Q1: 74,520 shares; 2026Q2: 74,328 shares; 2026Q3: 74,775 shares 74,775 $24.9M 4.67% +447 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,014 shares; 2025Q1: 38,772 shares; 2025Q2: 39,561 shares; 2025Q3: 40,068 shares; 2025Q4: 39,553 shares; 2026Q1: 40,708 shares; 2026Q2: 41,550 shares; 2026Q3: 41,784 shares 41,784 $21.4M 4.02% +234 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,297 shares; 2025Q1: 85,461 shares; 2025Q2: 80,326 shares; 2025Q3: 72,430 shares; 2025Q4: 79,304 shares; 2026Q1: 84,681 shares; 2026Q2: 84,899 shares; 2026Q3: 86,063 shares 86,063 $19.7M 3.69% +1,164 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,390 shares; 2025Q1: 64,879 shares; 2025Q2: 66,414 shares; 2025Q3: 66,800 shares; 2025Q4: 66,766 shares; 2026Q1: 68,147 shares; 2026Q2: 68,125 shares; 2026Q3: 68,433 shares 68,433 $17.1M 3.2% +308 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,125 shares; 2025Q1: 61,419 shares; 2025Q2: 29,339 shares; 2025Q3: 37,163 shares; 2025Q4: 36,530 shares; 2026Q1: 39,986 shares; 2026Q2: 45,860 shares; 2026Q3: 46,587 shares 46,587 $16M 3.01% +727 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,400 shares; 2025Q1: 9,627 shares; 2025Q2: 9,079 shares; 2025Q3: 25,376 shares; 2025Q4: 24,245 shares; 2026Q1: 28,177 shares; 2026Q2: 52,481 shares; 2026Q3: 148,263 shares 148,263 $11.4M 2.15% +95,782 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 128,895 shares; 2025Q1: 105,009 shares; 2025Q2: 154,429 shares; 2025Q3: 187,032 shares; 2025Q4: 207,313 shares; 2026Q1: 199,765 shares; 2026Q2: 176,553 shares; 2026Q3: 221,433 shares 221,433 $11.2M 2.09% +44,880 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,015 shares; 2025Q1: 23,376 shares; 2025Q2: 24,895 shares; 2025Q3: 25,457 shares; 2025Q4: 24,857 shares; 2026Q1: 24,889 shares; 2026Q2: 16,815 shares; 2026Q3: 16,609 shares 16,609 $10.2M 1.91% -206 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,913 shares; 2025Q1: 31,246 shares; 2025Q2: 220,319 shares; 2025Q3: 227,641 shares; 2025Q4: 199,848 shares; 2026Q1: 179,178 shares; 2026Q2: 185,611 shares; 2026Q3: 189,379 shares 189,379 $9.32M 1.75% +3,768 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,711 shares; 2025Q1: 11,828 shares; 2025Q2: 12,116 shares; 2025Q3: 12,050 shares; 2025Q4: 12,153 shares; 2026Q1: 12,211 shares; 2026Q2: 12,466 shares; 2026Q3: 12,617 shares 12,617 $9.15M 1.72% +151 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; 2024Q4: 25,494 shares; 2025Q1: 25,659 shares; 2025Q2: 28,930 shares; 2025Q3: 28,784 shares; 2025Q4: 26,974 shares; 2026Q1: 26,947 shares; 2026Q2: 23,201 shares; 2026Q3: 23,349 shares 23,349 $8.89M 1.67% +148 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,563 shares; 2025Q1: 17,461 shares; 2025Q2: 19,946 shares; 2025Q3: 19,903 shares; 2025Q4: 19,687 shares; 2026Q1: 23,299 shares; 2026Q2: 21,934 shares; 2026Q3: 21,458 shares 21,458 $8.53M 1.6% -476 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,346 shares; 2025Q1: 60,827 shares; 2025Q2: 69,735 shares; 2025Q3: 73,068 shares; 2025Q4: 76,656 shares; 2026Q1: 75,098 shares; 2026Q2: 80,628 shares; 2026Q3: 81,366 shares 81,366 $8.31M 1.56% +738 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,063 shares; 2026Q1: 62,000 shares; 2026Q2: 79,364 shares; 2026Q3: 92,553 shares 92,553 $8.31M 1.56% +13,189 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,186 shares; 2025Q1: 24,164 shares; 2025Q2: 24,212 shares; 2025Q3: 23,806 shares; 2025Q4: 22,990 shares; 2026Q1: 25,138 shares; 2026Q2: 21,743 shares; 2026Q3: 21,883 shares 21,883 $7.69M 1.44% +140 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,248 shares; 2025Q1: 67,128 shares; 2025Q2: 91,715 shares; 2025Q3: 96,909 shares; 2025Q4: 140,743 shares; 2026Q1: 212,262 shares; 2026Q2: 211,066 shares; 2026Q3: 214,596 shares 214,596 $7.57M 1.42% +3,530 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,033 shares; 2025Q1: 29,574 shares; 2025Q2: 32,038 shares; 2025Q3: 34,158 shares; 2025Q4: 38,713 shares; 2026Q1: 38,611 shares; 2026Q2: 37,469 shares; 2026Q3: 38,763 shares 38,763 $6.53M 1.22% +1,294 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,616 shares; 2025Q1: 13,637 shares; 2025Q2: 3,048 shares; 2025Q3: 3,048 shares; 2025Q4: 16,487 shares; 2026Q1: 24,622 shares; 2026Q2: 24,049 shares; 2026Q3: 22,879 shares 22,879 $6.36M 1.19% -1,170 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 14,889 shares; 2025Q2: 10,133 shares; 2025Q3: 10,256 shares; 2025Q4: not reported; 2026Q1: 28,358 shares; 2026Q2: 77,088 shares; 2026Q3: 307,790 shares 307,790 $6.29M 1.18% +230,702 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,715 shares; 2025Q1: 21,936 shares; 2025Q2: 39,949 shares; 2025Q3: 38,523 shares; 2025Q4: 35,627 shares; 2026Q1: 43,311 shares; 2026Q2: 50,991 shares; 2026Q3: 60,364 shares 60,364 $6.27M 1.18% +9,373 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; 2024Q4: 16,201 shares; 2025Q1: 16,590 shares; 2025Q2: 17,235 shares; 2025Q3: 17,343 shares; 2025Q4: 16,823 shares; 2026Q1: 15,301 shares; 2026Q2: 12,192 shares; 2026Q3: 12,142 shares 12,142 $6.21M 1.16% -50 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 142,461 shares; 2025Q1: 141,890 shares; 2025Q2: 156,927 shares; 2025Q3: 156,445 shares; 2025Q4: 157,359 shares; 2026Q1: 164,962 shares; 2026Q2: 135,343 shares; 2026Q3: 122,430 shares 122,430 $6.07M 1.14% -12,913 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: 4,943 shares; 2025Q3: 4,783 shares; 2025Q4: 4,685 shares; 2026Q1: 4,656 shares; 2026Q2: 5,735 shares; 2026Q3: 5,659 shares 5,659 $5.38M 1.01% -76 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,246 shares; 2025Q1: 42,951 shares; 2025Q2: 38,319 shares; 2025Q3: 39,108 shares; 2025Q4: 40,356 shares; 2026Q1: 35,431 shares; 2026Q2: 34,431 shares; 2026Q3: 49,019 shares 49,019 $5.23M 0.98% +14,588 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 349 shares; 2025Q1: 361 shares; 2025Q2: 2,939 shares; 2025Q3: 8,659 shares; 2025Q4: 7,265 shares; 2026Q1: 23,754 shares; 2026Q2: 23,867 shares; 2026Q3: 24,122 shares 24,122 $4.93M 0.92% +255 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,817 shares; 2025Q1: 18,493 shares; 2025Q2: 23,664 shares; 2025Q3: 24,779 shares; 2025Q4: 38,323 shares; 2026Q1: 51,523 shares; 2026Q2: 67,973 shares; 2026Q3: 73,375 shares 73,375 $4.9M 0.92% +5,402 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,402 shares; 2025Q1: 15,216 shares; 2025Q2: 15,462 shares; 2025Q3: 15,101 shares; 2025Q4: 14,753 shares; 2026Q1: 14,850 shares; 2026Q2: 14,687 shares; 2026Q3: 14,553 shares 14,553 $4.81M 0.9% -134 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 445 shares; 2025Q1: 455 shares; 2025Q2: 1,082 shares; 2025Q3: 1,087 shares; 2025Q4: 32,941 shares; 2026Q1: 32,887 shares; 2026Q2: 32,439 shares; 2026Q3: 32,637 shares 32,637 $4.74M 0.89% +198 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,196 shares; 2025Q1: 3,204 shares; 2025Q2: 3,249 shares; 2025Q3: 3,472 shares; 2025Q4: 4,339 shares; 2026Q1: 4,834 shares; 2026Q2: 4,876 shares; 2026Q3: 5,079 shares 5,079 $4.62M 0.87% +203 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,844 shares; 2025Q1: 13,488 shares; 2025Q2: 13,616 shares; 2025Q3: 14,035 shares; 2025Q4: 14,089 shares; 2026Q1: 12,577 shares; 2026Q2: 12,660 shares; 2026Q3: 12,655 shares 12,655 $4.55M 0.85% -5 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,620 shares; 2025Q1: 41,996 shares; 2025Q2: 29,832 shares; 2025Q3: 28,616 shares; 2025Q4: 28,316 shares; 2026Q1: 27,647 shares; 2026Q2: 22,416 shares; 2026Q3: 22,181 shares 22,181 $4.52M 0.85% -235 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,648 shares; 2025Q1: 9,733 shares; 2025Q2: 10,321 shares; 2025Q3: 10,477 shares; 2025Q4: 10,441 shares; 2026Q1: 9,149 shares; 2026Q2: 8,917 shares; 2026Q3: 8,875 shares 8,875 $4.42M 0.83% -42 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,524 shares 26,524 $4.32M 0.81% new 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; 2024Q4: 3,086 shares; 2025Q1: 3,149 shares; 2025Q2: 4,147 shares; 2025Q3: 4,118 shares; 2025Q4: 4,030 shares; 2026Q1: 4,059 shares; 2026Q2: 4,037 shares; 2026Q3: 15,953 shares 15,953 $4.22M 0.79% +11,916 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,683 shares; 2025Q1: 5,469 shares; 2025Q2: 5,175 shares; 2025Q3: 5,215 shares; 2025Q4: 53,849 shares; 2026Q1: 56,088 shares; 2026Q2: 58,963 shares; 2026Q3: 59,915 shares 59,915 $4.17M 0.78% +952 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; 2024Q4: 20,491 shares; 2025Q1: 21,055 shares; 2025Q2: 22,726 shares; 2025Q3: 21,933 shares; 2025Q4: 21,945 shares; 2026Q1: 9,054 shares; 2026Q2: 8,785 shares; 2026Q3: 7,608 shares 7,608 $4.09M 0.77% -1,177 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,570 shares; 2025Q1: 6,630 shares; 2025Q2: 6,678 shares; 2025Q3: 6,704 shares; 2025Q4: 6,804 shares; 2026Q1: 6,874 shares; 2026Q2: 7,208 shares; 2026Q3: 7,230 shares 7,230 $3.99M 0.75% +22 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,673 shares; 2025Q1: 39,832 shares; 2025Q2: 48,495 shares; 2025Q3: 48,943 shares; 2025Q4: 47,840 shares; 2026Q1: 48,396 shares; 2026Q2: 50,768 shares; 2026Q3: 48,440 shares 48,440 $3.88M 0.73% -2,328 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,925 shares; 2025Q1: 4,787 shares; 2025Q2: 4,923 shares; 2025Q3: 3,307 shares; 2025Q4: 3,248 shares; 2026Q1: 3,303 shares; 2026Q2: 3,314 shares; 2026Q3: 3,328 shares 3,328 $3.85M 0.72% +14 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,741 shares; 2025Q1: 5,741 shares; 2025Q2: 7,493 shares; 2025Q3: 6,989 shares; 2025Q4: 6,495 shares; 2026Q1: 6,494 shares; 2026Q2: 13,755 shares; 2026Q3: 13,625 shares 13,625 $3.61M 0.68% -130 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,101 shares; 2025Q1: 4,856 shares; 2025Q2: 5,385 shares; 2025Q3: 5,483 shares; 2025Q4: 5,328 shares; 2026Q1: 5,332 shares; 2026Q2: 5,275 shares; 2026Q3: 5,264 shares 5,264 $3.55M 0.67% -11 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55,439 shares; 2025Q1: 15,703 shares; 2025Q2: 18,139 shares; 2025Q3: 19,426 shares; 2025Q4: 46,797 shares; 2026Q1: 28,548 shares; 2026Q2: 31,596 shares; 2026Q3: 37,360 shares 37,360 $3.53M 0.66% +5,764 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,755 shares; 2025Q1: 2,320 shares; 2025Q2: 2,310 shares; 2025Q3: 2,302 shares; 2025Q4: 2,228 shares; 2026Q1: 1,942 shares; 2026Q2: 1,874 shares; 2026Q3: 1,894 shares 1,894 $3.43M 0.64% +20 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; 2024Q4: 1,764 shares; 2025Q1: 1,759 shares; 2025Q2: 1,752 shares; 2025Q3: 1,737 shares; 2025Q4: 1,703 shares; 2026Q1: 1,686 shares; 2026Q2: 3,501 shares; 2026Q3: 3,591 shares 3,591 $3.43M 0.64% +90 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,032 shares; 2025Q1: 5,074 shares; 2025Q2: 4,964 shares; 2025Q3: 10,028 shares; 2025Q4: 8,063 shares; 2026Q1: 9,993 shares; 2026Q2: 9,893 shares; 2026Q3: 10,158 shares 10,158 $3.35M 0.63% +265 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,021 shares; 2025Q1: 31,772 shares; 2025Q2: 31,649 shares; 2025Q3: 31,852 shares; 2025Q4: 31,269 shares; 2026Q1: 29,708 shares; 2026Q2: 29,515 shares; 2026Q3: 29,904 shares 29,904 $3.11M 0.58% +389 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,058 shares; 2025Q1: 15,264 shares; 2025Q2: 9,810 shares; 2025Q3: 9,560 shares; 2025Q4: 9,251 shares; 2026Q1: 9,388 shares; 2026Q2: 9,628 shares; 2026Q3: 9,673 shares 9,673 $2.94M 0.55% +45 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,319 shares; 2025Q1: 11,851 shares; 2025Q2: 12,463 shares; 2025Q3: 12,384 shares; 2025Q4: 12,254 shares; 2026Q1: 12,261 shares; 2026Q2: 11,341 shares; 2026Q3: 11,121 shares 11,121 $2.91M 0.55% -220 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,174 shares; 2025Q1: 14,205 shares; 2025Q2: 14,090 shares; 2025Q3: 14,067 shares; 2025Q4: 13,781 shares; 2026Q1: 8,522 shares; 2026Q2: 8,400 shares; 2026Q3: 8,545 shares 8,545 $2.81M 0.53% +145 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,591 shares; 2025Q1: 14,841 shares; 2025Q2: 15,607 shares; 2025Q3: 15,415 shares; 2025Q4: 14,664 shares; 2026Q1: 14,650 shares; 2026Q2: 14,179 shares; 2026Q3: 14,605 shares 14,605 $2.75M 0.52% +426 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,762 shares; 2025Q1: 64,766 shares; 2025Q2: 42,586 shares; 2025Q3: 44,892 shares; 2025Q4: 45,183 shares; 2026Q1: 29,871 shares; 2026Q2: 33,077 shares; 2026Q3: 34,144 shares 34,144 $2.67M 0.5% +1,067 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,248 shares; 2025Q1: 48,590 shares; 2025Q2: 50,031 shares; 2025Q3: 49,709 shares; 2025Q4: 48,287 shares; 2026Q1: 48,960 shares; 2026Q2: 48,026 shares; 2026Q3: 48,287 shares 48,287 $2.63M 0.49% +261 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 366 shares; 2025Q1: not reported; 2025Q2: 5,488 shares; 2025Q3: 5,444 shares; 2025Q4: 5,320 shares; 2026Q1: 5,424 shares; 2026Q2: 5,317 shares; 2026Q3: 5,504 shares 5,504 $2.51M 0.47% +187 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,632 shares; 2025Q1: 1,662 shares; 2025Q2: 1,651 shares; 2025Q3: 1,657 shares; 2025Q4: 1,614 shares; 2026Q1: 1,307 shares; 2026Q2: 12,605 shares; 2026Q3: 12,716 shares 12,716 $2.48M 0.46% +111 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,737 shares; 2025Q1: 10,363 shares; 2025Q2: 10,635 shares; 2025Q3: 10,585 shares; 2025Q4: 10,537 shares; 2026Q1: 5,816 shares; 2026Q2: 5,748 shares; 2026Q3: 5,732 shares 5,732 $2.46M 0.46% -16 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,212 shares; 2025Q1: 27,109 shares; 2025Q2: 24,216 shares; 2025Q3: 25,168 shares; 2025Q4: 24,867 shares; 2026Q1: 25,756 shares; 2026Q2: 25,636 shares; 2026Q3: 25,941 shares 25,941 $2.44M 0.46% +305 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,581 shares; 2025Q1: 18,080 shares; 2025Q2: 17,363 shares; 2025Q3: 17,354 shares; 2025Q4: 17,111 shares; 2026Q1: 17,341 shares; 2026Q2: 17,377 shares; 2026Q3: 17,758 shares 17,758 $2.35M 0.44% +381 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 35 shares; 2026Q3: 15,272 shares 15,272 $2.35M 0.44% +15,237 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,940 shares; 2025Q1: 8,003 shares; 2025Q2: 7,959 shares; 2025Q3: 7,890 shares; 2025Q4: 7,749 shares; 2026Q1: 11,921 shares; 2026Q2: 11,801 shares; 2026Q3: 12,229 shares 12,229 $2.29M 0.43% +428 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,140 shares; 2025Q1: 47,866 shares; 2025Q2: 6,179 shares; 2025Q3: 8,941 shares; 2025Q4: 9,327 shares; 2026Q1: 22,180 shares; 2026Q2: 22,822 shares; 2026Q3: 24,991 shares 24,991 $2.27M 0.43% +2,169 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,453 shares; 2025Q1: 16,465 shares; 2025Q2: 16,350 shares; 2025Q3: 16,283 shares; 2025Q4: 15,885 shares; 2026Q1: 15,713 shares; 2026Q2: 11,925 shares; 2026Q3: 11,849 shares 11,849 $2.24M 0.42% -76 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,860 shares; 2025Q1: 23,004 shares; 2025Q2: 20,257 shares; 2025Q3: 19,743 shares; 2025Q4: 19,315 shares; 2026Q1: 19,232 shares; 2026Q2: 19,344 shares; 2026Q3: 19,766 shares 19,766 $2.22M 0.42% +422 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,593 shares; 2025Q1: 36,220 shares; 2025Q2: 36,413 shares; 2025Q3: 37,012 shares; 2025Q4: 37,524 shares; 2026Q1: 38,210 shares; 2026Q2: 34,372 shares; 2026Q3: 31,658 shares 31,658 $2.22M 0.42% -2,714 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,842 shares; 2025Q1: 16,067 shares; 2025Q2: 21,661 shares; 2025Q3: 23,487 shares; 2025Q4: 24,512 shares; 2026Q1: 23,089 shares; 2026Q2: 22,063 shares; 2026Q3: 22,341 shares 22,341 $2.18M 0.41% +278 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,643 shares; 2025Q1: 7,560 shares; 2025Q2: 7,969 shares; 2025Q3: 8,103 shares; 2025Q4: 8,509 shares; 2026Q1: 6,987 shares; 2026Q2: 7,357 shares; 2026Q3: 7,504 shares 7,504 $2.14M 0.4% +147 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,018 shares; 2026Q1: 11,951 shares; 2026Q2: 11,961 shares; 2026Q3: 11,845 shares 11,845 $2.13M 0.4% -116 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118 shares; 2025Q1: 6,266 shares; 2025Q2: 6,230 shares; 2025Q3: 6,312 shares; 2025Q4: 6,216 shares; 2026Q1: 6,259 shares; 2026Q2: 6,178 shares; 2026Q3: 6,215 shares 6,215 $2.11M 0.4% +37 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17 shares; 2025Q1: 23 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 42 shares; 2026Q1: 3,984 shares; 2026Q2: 6,661 shares; 2026Q3: 6,636 shares 6,636 $2.07M 0.39% -25 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,292 shares; 2025Q1: 14,347 shares; 2025Q2: 10,273 shares; 2025Q3: 10,467 shares; 2025Q4: 10,411 shares; 2026Q1: 9,697 shares; 2026Q2: 6,345 shares; 2026Q3: 5,482 shares 5,482 $2.05M 0.38% -863 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,105 shares; 2025Q1: 14,612 shares; 2025Q2: 14,571 shares; 2025Q3: 14,533 shares; 2025Q4: 14,250 shares; 2026Q1: 14,512 shares; 2026Q2: 14,949 shares; 2026Q3: 15,822 shares 15,822 $2.05M 0.38% +873 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,875 shares; 2025Q1: 6,859 shares; 2025Q2: 7,379 shares; 2025Q3: 7,660 shares; 2025Q4: 7,505 shares; 2026Q1: 7,427 shares; 2026Q2: 7,371 shares; 2026Q3: 7,406 shares 7,406 $2.02M 0.38% +35 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,829 shares; 2025Q1: 13,173 shares; 2025Q2: 13,687 shares; 2025Q3: 13,922 shares; 2025Q4: 13,619 shares; 2026Q1: 13,654 shares; 2026Q2: 12,931 shares; 2026Q3: 12,753 shares 12,753 $2.01M 0.38% -178 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 30 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 45 shares; 2026Q1: 11,191 shares; 2026Q2: 11,426 shares; 2026Q3: 23,790 shares 23,790 $2.01M 0.38% +12,364 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,059 shares; 2025Q1: 11,448 shares; 2025Q2: 14,689 shares; 2025Q3: 10,395 shares; 2025Q4: 10,652 shares; 2026Q1: 11,846 shares; 2026Q2: 13,356 shares; 2026Q3: 13,133 shares 13,133 $1.95M 0.37% -223 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42 shares; 2025Q1: 20 shares; 2025Q2: 67 shares; 2025Q3: 62 shares; 2025Q4: 67 shares; 2026Q1: 16,645 shares; 2026Q2: 16,467 shares; 2026Q3: 27,800 shares 27,800 $1.95M 0.36% +11,333 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,439 shares; 2025Q1: 8,339 shares; 2025Q2: 8,596 shares; 2025Q3: 9,205 shares; 2025Q4: 9,385 shares; 2026Q1: 9,395 shares; 2026Q2: 9,333 shares; 2026Q3: 9,423 shares 9,423 $1.92M 0.36% +90 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 271 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 251 shares; 2025Q4: 15,486 shares; 2026Q1: 15,272 shares; 2026Q2: 14,938 shares; 2026Q3: 14,726 shares 14,726 $1.91M 0.36% -212 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,518 shares; 2025Q1: 14,641 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares; 2026Q2: 693 shares; 2026Q3: 7,207 shares 7,207 $1.9M 0.36% +6,514 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21,670 shares; 2025Q2: 13,169 shares; 2025Q3: 10,500 shares; 2025Q4: 10,396 shares; 2026Q1: 9,744 shares; 2026Q2: 23,882 shares; 2026Q3: 23,885 shares 23,885 $1.87M 0.35% +3 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,501 shares; 2025Q1: 20,243 shares; 2025Q2: 22,190 shares; 2025Q3: 22,927 shares; 2025Q4: 22,425 shares; 2026Q1: 22,409 shares; 2026Q2: 22,401 shares; 2026Q3: 24,099 shares 24,099 $1.83M 0.34% +1,698 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,201 shares; 2025Q1: 1,303 shares; 2025Q2: 1,299 shares; 2025Q3: 1,287 shares; 2025Q4: 1,267 shares; 2026Q1: 1,334 shares; 2026Q2: 1,289 shares; 2026Q3: 1,314 shares 1,314 $1.77M 0.33% +25 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,536 shares; 2025Q1: 26,902 shares; 2025Q2: 22,636 shares; 2025Q3: 23,394 shares; 2025Q4: 22,843 shares; 2026Q1: 23,189 shares; 2026Q2: 16,493 shares; 2026Q3: 16,794 shares 16,794 $1.76M 0.33% +301 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; 2024Q4: 3,679 shares; 2025Q1: 3,673 shares; 2025Q2: 3,649 shares; 2025Q3: 3,667 shares; 2025Q4: 3,548 shares; 2026Q1: 3,628 shares; 2026Q2: 2,644 shares; 2026Q3: 2,696 shares 2,696 $1.73M 0.32% +52 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,598 shares; 2025Q1: 12,592 shares; 2025Q2: 12,459 shares; 2025Q3: 13,523 shares; 2025Q4: 13,432 shares; 2026Q1: 13,596 shares; 2026Q2: 13,504 shares; 2026Q3: 14,982 shares 14,982 $1.71M 0.32% +1,478 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,141 shares; 2026Q2: 23,642 shares; 2026Q3: 23,933 shares 23,933 $1.66M 0.31% +291 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,620 shares; 2025Q1: 5,624 shares; 2025Q2: 5,588 shares; 2025Q3: 5,558 shares; 2025Q4: 5,453 shares; 2026Q1: 5,417 shares; 2026Q2: 5,128 shares; 2026Q3: 5,314 shares 5,314 $1.65M 0.31% +186 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,199 shares; 2025Q1: 9,390 shares; 2025Q2: 10,459 shares; 2025Q3: 10,939 shares; 2025Q4: 10,345 shares; 2026Q1: 10,913 shares; 2026Q2: 11,141 shares; 2026Q3: 11,336 shares 11,336 $1.65M 0.31% +195 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,895 shares; 2025Q1: 5,961 shares; 2025Q2: 6,111 shares; 2025Q3: 6,084 shares; 2025Q4: 5,960 shares; 2026Q1: 5,908 shares; 2026Q2: 6,735 shares; 2026Q3: 7,081 shares 7,081 $1.64M 0.31% +346 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,278 shares; 2025Q1: not reported; 2025Q2: 2,651 shares; 2025Q3: 2,772 shares; 2025Q4: 2,821 shares; 2026Q1: 21,325 shares; 2026Q2: 14,431 shares; 2026Q3: 15,786 shares 15,786 $1.6M 0.3% +1,355 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,712 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,462 shares; 2026Q2: 14,427 shares; 2026Q3: 14,450 shares 14,450 $1.59M 0.3% +23 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,100 shares; 2025Q1: 32,538 shares; 2025Q2: 28,952 shares; 2025Q3: 29,222 shares; 2025Q4: 29,096 shares; 2026Q1: 22,143 shares; 2026Q2: 22,131 shares; 2026Q3: 23,244 shares 23,244 $1.59M 0.3% +1,113 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 908 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 2,898 shares; 2026Q2: 3,054 shares; 2026Q3: 3,107 shares 3,107 $1.58M 0.3% +53 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,745 shares; 2025Q1: 9,196 shares; 2025Q2: 11,322 shares; 2025Q3: 12,049 shares; 2025Q4: 11,771 shares; 2026Q1: 12,084 shares; 2026Q2: 12,068 shares; 2026Q3: 12,326 shares 12,326 $1.56M 0.29% +258 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,081 shares; 2025Q1: 51,638 shares; 2025Q2: 52,673 shares; 2025Q3: 49,539 shares; 2025Q4: 50,376 shares; 2026Q1: 50,298 shares; 2026Q2: 36,758 shares; 2026Q3: 36,763 shares 36,763 $1.55M 0.29% +5 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,315 shares; 2025Q1: 10,783 shares; 2025Q2: 10,728 shares; 2025Q3: 10,281 shares; 2025Q4: 10,168 shares; 2026Q1: 8,260 shares; 2026Q2: 8,526 shares; 2026Q3: 8,598 shares 8,598 $1.55M 0.29% +72 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; 2024Q4: 18 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 17,166 shares; 2026Q1: 17,772 shares; 2026Q2: 17,937 shares; 2026Q3: 17,899 shares 17,899 $1.55M 0.29% -38 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,361 shares; 2025Q1: 13,142 shares; 2025Q2: 26,460 shares; 2025Q3: 26,221 shares; 2025Q4: 25,942 shares; 2026Q1: 25,109 shares; 2026Q2: 25,051 shares; 2026Q3: 25,939 shares 25,939 $1.51M 0.28% +888 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,139 shares; 2025Q1: 3,139 shares; 2025Q2: 2,983 shares; 2025Q3: 2,963 shares; 2025Q4: 3,375 shares; 2026Q1: 3,351 shares; 2026Q2: 3,307 shares; 2026Q3: 3,411 shares 3,411 $1.48M 0.28% +104 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 288 shares; 2025Q1: 295 shares; 2025Q2: 1,274 shares; 2025Q3: 1,308 shares; 2025Q4: 1,282 shares; 2026Q1: 220 shares; 2026Q2: 1,588 shares; 2026Q3: 2,005 shares 2,005 $1.48M 0.28% +417 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 981 shares; 2025Q1: 979 shares; 2025Q2: 973 shares; 2025Q3: 961 shares; 2025Q4: 945 shares; 2026Q1: 1,535 shares; 2026Q2: 1,518 shares; 2026Q3: 1,538 shares 1,538 $1.47M 0.28% +20 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 438 shares; 2026Q1: 438 shares; 2026Q2: 18,161 shares; 2026Q3: 17,663 shares 17,663 $1.47M 0.28% -498 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23 shares; 2025Q1: 21 shares; 2025Q2: 5,199 shares; 2025Q3: 5,219 shares; 2025Q4: 7,454 shares; 2026Q1: 7,875 shares; 2026Q2: 7,886 shares; 2026Q3: 7,905 shares 7,905 $1.47M 0.28% +19 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 130 shares; 2025Q1: 140 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 133 shares; 2026Q1: 3,384 shares; 2026Q2: 6,600 shares; 2026Q3: 6,600 shares 6,600 $1.47M 0.28% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,360 shares; 2025Q1: 35,274 shares; 2025Q2: 35,156 shares; 2025Q3: 34,666 shares; 2025Q4: 34,666 shares; 2026Q1: 29,869 shares; 2026Q2: 29,869 shares; 2026Q3: 29,869 shares 29,869 $1.46M 0.27% 0 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 24,068 shares 24,068 $1.45M 0.27% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,278 shares; 2025Q1: 36,301 shares; 2025Q2: 47,714 shares; 2025Q3: 47,814 shares; 2025Q4: 29,120 shares; 2026Q1: 29,090 shares; 2026Q2: 26,540 shares; 2026Q3: 28,333 shares 28,333 $1.45M 0.27% +1,793 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,053 shares; 2025Q1: 8,037 shares; 2025Q2: 8,606 shares; 2025Q3: 8,982 shares; 2025Q4: 17,480 shares; 2026Q1: 2,756 shares; 2026Q2: 3,154 shares; 2026Q3: 1,884 shares 1,884 $1.44M 0.27% -1,270 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 2 shares; 2025Q2: 6,668 shares; 2025Q3: 6,620 shares; 2025Q4: 6,525 shares; 2026Q1: 6,493 shares; 2026Q2: 5,894 shares; 2026Q3: 5,885 shares 5,885 $1.37M 0.26% -9 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,617 shares; 2025Q1: 19,714 shares; 2025Q2: 23,307 shares; 2025Q3: 23,943 shares; 2025Q4: 58,951 shares; 2026Q1: 41,764 shares; 2026Q2: 41,195 shares; 2026Q3: 43,275 shares 43,275 $1.35M 0.25% +2,080 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,579 shares; 2025Q1: 8,589 shares; 2025Q2: 8,543 shares; 2025Q3: 8,480 shares; 2025Q4: 8,367 shares; 2026Q1: 8,322 shares; 2026Q2: 8,220 shares; 2026Q3: 8,561 shares 8,561 $1.33M 0.25% +341 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,885 shares; 2026Q2: 43,263 shares; 2026Q3: 43,844 shares 43,844 $1.32M 0.25% +581 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,057 shares; 2025Q1: 30,510 shares; 2025Q2: 30,399 shares; 2025Q3: 31,721 shares; 2025Q4: 32,030 shares; 2026Q1: 30,415 shares; 2026Q2: 17,206 shares; 2026Q3: 15,343 shares 15,343 $1.3M 0.24% -1,863 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,737 shares; 2025Q1: 20,678 shares; 2025Q2: 23,535 shares; 2025Q3: 20,912 shares; 2025Q4: 21,690 shares; 2026Q1: 24,402 shares; 2026Q2: 18,572 shares; 2026Q3: 15,968 shares 15,968 $1.3M 0.24% -2,604 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,029 shares; 2025Q1: 8,840 shares; 2025Q2: 20,571 shares; 2025Q3: 19,999 shares; 2025Q4: 20,355 shares; 2026Q1: 17,720 shares; 2026Q2: 17,869 shares; 2026Q3: 18,196 shares 18,196 $1.29M 0.24% +327 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 159 shares; 2026Q1: 10,267 shares; 2026Q2: 25,275 shares; 2026Q3: 26,904 shares 26,904 $1.27M 0.24% +1,629 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,429 shares; 2025Q1: 2,214 shares; 2025Q2: 2,233 shares; 2025Q3: 2,075 shares; 2025Q4: 2,076 shares; 2026Q1: 1,510 shares; 2026Q2: 1,530 shares; 2026Q3: 1,537 shares 1,537 $1.25M 0.23% +7 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,491 shares; 2025Q1: 4,510 shares; 2025Q2: 4,497 shares; 2025Q3: 4,281 shares; 2025Q4: 4,252 shares; 2026Q1: 2,775 shares; 2026Q2: 2,743 shares; 2026Q3: 2,737 shares 2,737 $1.24M 0.23% -6 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,400 shares; 2025Q1: 21,377 shares; 2025Q2: 21,713 shares; 2025Q3: 23,091 shares; 2025Q4: 23,503 shares; 2026Q1: 24,931 shares; 2026Q2: 25,648 shares; 2026Q3: 26,087 shares 26,087 $1.22M 0.23% +439 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 34 shares; 2026Q1: 1,958 shares; 2026Q2: 6,086 shares; 2026Q3: 6,084 shares 6,084 $1.17M 0.22% -2 Timeline SKHY SK HYNIX INC More: the full row for SK HYNIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,324 shares 6,324 $1.16M 0.22% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,507 shares; 2025Q1: 3,392 shares; 2025Q2: 3,392 shares; 2025Q3: 3,325 shares; 2025Q4: 10,991 shares; 2026Q1: 7,510 shares; 2026Q2: 5,827 shares; 2026Q3: 5,790 shares 5,790 $1.13M 0.21% -37 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,370 shares; 2025Q1: 4,445 shares; 2025Q2: 4,549 shares; 2025Q3: 4,725 shares; 2025Q4: 4,792 shares; 2026Q1: 4,470 shares; 2026Q2: 4,441 shares; 2026Q3: 4,435 shares 4,435 $1.13M 0.21% -6 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50,511 shares 50,511 $1.13M 0.21% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,265 shares; 2025Q1: 3,157 shares; 2025Q2: 3,110 shares; 2025Q3: 2,107 shares; 2025Q4: 1,715 shares; 2026Q1: 2,134 shares; 2026Q2: 2,173 shares; 2026Q3: 2,271 shares 2,271 $1.11M 0.21% +98 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,626 shares; 2025Q3: 3,600 shares; 2025Q4: 3,554 shares; 2026Q1: 3,534 shares; 2026Q2: 3,491 shares; 2026Q3: 3,484 shares 3,484 $1.06M 0.2% -7 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 5,823 shares; 2026Q3: 5,753 shares 5,753 $1.05M 0.2% -70 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33,560 shares; 2025Q1: 220 shares; 2025Q2: 212 shares; 2025Q3: 202 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 21,188 shares; 2026Q3: 21,492 shares 21,492 $1.05M 0.2% +304 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,110 shares; 2025Q1: 13,654 shares; 2025Q2: 13,839 shares; 2025Q3: 13,816 shares; 2025Q4: 14,361 shares; 2026Q1: 18,763 shares; 2026Q2: 16,859 shares; 2026Q3: 15,103 shares 15,103 $1.04M 0.2% -1,756 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,137 shares; 2025Q1: 911 shares; 2025Q2: 798 shares; 2025Q3: 829 shares; 2025Q4: 861 shares; 2026Q1: 881 shares; 2026Q2: 573 shares; 2026Q3: 573 shares 573 $990K 0.19% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41 shares; 2025Q1: 46 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 20,679 shares; 2026Q3: 21,441 shares 21,441 $987K 0.19% +762 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares; 2026Q3: 7,197 shares 7,197 $979K 0.18% +6,993 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 2,144 shares; 2026Q2: not reported; 2026Q3: 3,854 shares 3,854 $956K 0.18% new 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; 2024Q4: 848 shares; 2025Q1: 847 shares; 2025Q2: 843 shares; 2025Q3: 862 shares; 2025Q4: 849 shares; 2026Q1: 844 shares; 2026Q2: 834 shares; 2026Q3: 872 shares 872 $944K 0.18% +38 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,051 shares; 2025Q4: 3,924 shares; 2026Q1: 1,389 shares; 2026Q2: 5,300 shares; 2026Q3: 5,104 shares 5,104 $943K 0.18% -196 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; 2024Q4: 1,881 shares; 2025Q1: 1,884 shares; 2025Q2: 1,874 shares; 2025Q3: 1,856 shares; 2025Q4: 1,823 shares; 2026Q1: 1,813 shares; 2026Q2: 1,793 shares; 2026Q3: 1,788 shares 1,788 $934K 0.18% -5 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,399 shares; 2025Q1: 26,807 shares; 2025Q2: 24,466 shares; 2025Q3: 27,585 shares; 2025Q4: 31,254 shares; 2026Q1: 20,556 shares; 2026Q2: 17,803 shares; 2026Q3: 17,861 shares 17,861 $926K 0.17% +58 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 2,149 shares; 2026Q3: 2,102 shares 2,102 $915K 0.17% -47 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,017 shares; 2025Q3: 26,820 shares; 2025Q4: 14,142 shares; 2026Q1: 31,519 shares; 2026Q2: 31,081 shares; 2026Q3: 31,914 shares 31,914 $879K 0.16% +833 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; 2024Q4: 1,872 shares; 2025Q1: 1,873 shares; 2025Q2: 1,865 shares; 2025Q3: 1,870 shares; 2025Q4: 1,799 shares; 2026Q1: 1,789 shares; 2026Q2: 1,722 shares; 2026Q3: 1,806 shares 1,806 $867K 0.16% +84 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,493 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 4,824 shares; 2026Q2: 4,072 shares; 2026Q3: 4,112 shares 4,112 $866K 0.16% +40 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 22 shares; 2025Q3: 24,897 shares; 2025Q4: 24,767 shares; 2026Q1: 24,457 shares; 2026Q2: 24,727 shares; 2026Q3: 12,091 shares 12,091 $852K 0.16% -12,636 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,726 shares; 2025Q1: 8,537 shares; 2025Q2: 8,767 shares; 2025Q3: 9,473 shares; 2025Q4: 19,947 shares; 2026Q1: 18,520 shares; 2026Q2: 13,725 shares; 2026Q3: 13,818 shares 13,818 $850K 0.16% +93 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; 2024Q4: 3,202 shares; 2025Q1: 3,203 shares; 2025Q2: 3,190 shares; 2025Q3: 3,371 shares; 2025Q4: 3,328 shares; 2026Q1: 3,312 shares; 2026Q2: 3,268 shares; 2026Q3: 3,425 shares 3,425 $838K 0.16% +157 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,601 shares; 2025Q1: 6,760 shares; 2025Q2: 451 shares; 2025Q3: 437 shares; 2025Q4: 443 shares; 2026Q1: 433 shares; 2026Q2: 425 shares; 2026Q3: 2,330 shares 2,330 $827K 0.16% +1,905 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,360 shares; 2025Q1: 21,529 shares; 2025Q2: 12,588 shares; 2025Q3: 12,243 shares; 2025Q4: 12,368 shares; 2026Q1: 10,597 shares; 2026Q2: 8,153 shares; 2026Q3: 8,303 shares 8,303 $823K 0.15% +150 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,999 shares; 2025Q1: 40,142 shares; 2025Q2: 68,452 shares; 2025Q3: 47,411 shares; 2025Q4: 48,617 shares; 2026Q1: 47,798 shares; 2026Q2: 17,912 shares; 2026Q3: 15,938 shares 15,938 $803K 0.15% -1,974 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 26,941 shares; 2025Q2: 26,812 shares; 2025Q3: 23,827 shares; 2025Q4: 24,613 shares; 2026Q1: 24,162 shares; 2026Q2: 24,192 shares; 2026Q3: 24,075 shares 24,075 $801K 0.15% -117 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,602 shares; 2025Q1: 2,289 shares; 2025Q2: 2,278 shares; 2025Q3: 2,112 shares; 2025Q4: 2,132 shares; 2026Q1: 2,116 shares; 2026Q2: 1,279 shares; 2026Q3: 1,296 shares 1,296 $789K 0.15% +17 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,332 shares; 2025Q1: 43,168 shares; 2025Q2: 43,746 shares; 2025Q3: 45,754 shares; 2025Q4: 46,933 shares; 2026Q1: 40,736 shares; 2026Q2: 34,028 shares; 2026Q3: 34,245 shares 34,245 $783K 0.15% +217 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,398 shares; 2025Q1: 1,327 shares; 2025Q2: 1,320 shares; 2025Q3: 1,405 shares; 2025Q4: 1,416 shares; 2026Q1: 1,108 shares; 2026Q2: 1,138 shares; 2026Q3: 1,144 shares 1,144 $768K 0.14% +6 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $747K 0.14% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45,058 shares; 2025Q1: 47,823 shares; 2025Q2: 48,171 shares; 2025Q3: 42,983 shares; 2025Q4: 43,412 shares; 2026Q1: 26,775 shares; 2026Q2: 14,130 shares; 2026Q3: 14,202 shares 14,202 $746K 0.14% +72 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,687 shares; 2025Q1: 11,668 shares; 2025Q2: 11,606 shares; 2025Q3: 11,435 shares; 2025Q4: 11,689 shares; 2026Q1: 7,149 shares; 2026Q2: 6,911 shares; 2026Q3: 6,928 shares 6,928 $738K 0.14% +17 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; 2024Q4: 7,778 shares; 2025Q1: 7,841 shares; 2025Q2: 5,931 shares; 2025Q3: 5,873 shares; 2025Q4: 5,954 shares; 2026Q1: 4,906 shares; 2026Q2: 4,935 shares; 2026Q3: 4,952 shares 4,952 $736K 0.14% +17 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,063 shares; 2025Q1: 982 shares; 2025Q2: 1,004 shares; 2025Q3: 846 shares; 2025Q4: 885 shares; 2026Q1: 799 shares; 2026Q2: 803 shares; 2026Q3: 806 shares 806 $726K 0.14% +3 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,313 shares; 2025Q1: 5,407 shares; 2025Q2: 5,407 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 8,740 shares; 2026Q2: 3,347 shares; 2026Q3: 3,360 shares 3,360 $699K 0.13% +13 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,238 shares; 2026Q2: 9,851 shares; 2026Q3: 9,889 shares 9,889 $687K 0.13% +38 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,079 shares; 2025Q3: 8,225 shares; 2025Q4: 8,330 shares; 2026Q1: 7,836 shares; 2026Q2: 7,883 shares; 2026Q3: 7,895 shares 7,895 $685K 0.13% +12 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,492 shares; 2025Q1: 7,430 shares; 2025Q2: 7,508 shares; 2025Q3: 7,434 shares; 2025Q4: 16,445 shares; 2026Q1: 16,850 shares; 2026Q2: 16,872 shares; 2026Q3: 16,989 shares 16,989 $670K 0.13% +117 Timeline LENS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,991 shares; 2026Q2: 15,031 shares; 2026Q3: 15,557 shares 15,557 $667K 0.13% +526 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,510 shares; 2025Q4: 15,737 shares; 2026Q1: 15,658 shares; 2026Q2: 15,702 shares; 2026Q3: 15,834 shares 15,834 $663K 0.12% +132 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,813 shares; 2025Q1: 7,010 shares; 2025Q2: 7,079 shares; 2025Q3: 7,577 shares; 2025Q4: 16,333 shares; 2026Q1: 15,512 shares; 2026Q2: 13,250 shares; 2026Q3: 13,291 shares 13,291 $647K 0.12% +41 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 46,804 shares; 2026Q3: 17,216 shares 17,216 $641K 0.12% -29,588 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,880 shares; 2025Q1: 39,416 shares; 2025Q2: 39,225 shares; 2025Q3: 38,507 shares; 2025Q4: 38,014 shares; 2026Q1: 37,274 shares; 2026Q2: 37,285 shares; 2026Q3: 37,397 shares 37,397 $634K 0.12% +112 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,217 shares; 2026Q2: 9,123 shares; 2026Q3: 9,600 shares 9,600 $633K 0.12% +477 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,246 shares; 2025Q1: 8,322 shares; 2025Q2: 3,826 shares; 2025Q3: 3,755 shares; 2025Q4: 3,809 shares; 2026Q1: 3,448 shares; 2026Q2: 2,986 shares; 2026Q3: 3,018 shares 3,018 $625K 0.12% +32 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 19 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 6,685 shares; 2026Q3: 6,641 shares 6,641 $621K 0.12% -44 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,015 shares; 2025Q1: 8,638 shares; 2025Q2: 11,516 shares; 2025Q3: 12,550 shares; 2025Q4: 12,362 shares; 2026Q1: 10,117 shares; 2026Q2: 8,951 shares; 2026Q3: 8,942 shares 8,942 $613K 0.11% -9 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; 2024Q4: 3,227 shares; 2025Q1: 3,287 shares; 2025Q2: 3,356 shares; 2025Q3: 3,492 shares; 2025Q4: 3,574 shares; 2026Q1: 3,547 shares; 2026Q2: 3,462 shares; 2026Q3: 3,484 shares 3,484 $612K 0.11% +22 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 272 shares; 2025Q1: 410 shares; 2025Q2: 624 shares; 2025Q3: 614 shares; 2025Q4: 515 shares; 2026Q1: 568 shares; 2026Q2: 659 shares; 2026Q3: 853 shares 853 $598K 0.11% +194 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,411 shares; 2025Q1: 1,438 shares; 2025Q2: 4,877 shares; 2025Q3: 4,081 shares; 2025Q4: 3,970 shares; 2026Q1: 3,836 shares; 2026Q2: 3,613 shares; 2026Q3: 3,725 shares 3,725 $567K 0.11% +112 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 152 shares; 2025Q1: 148 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 51 shares; 2026Q1: 2,575 shares; 2026Q2: 2,941 shares; 2026Q3: 3,035 shares 3,035 $559K 0.1% +94 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,971 shares; 2025Q1: 3,099 shares; 2025Q2: 2,000 shares; 2025Q3: 2,007 shares; 2025Q4: 2,007 shares; 2026Q1: 2,006 shares; 2026Q2: 2,008 shares; 2026Q3: 2,007 shares 2,007 $482K 0.09% -1 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,394 shares; 2025Q1: 16,695 shares; 2025Q2: 16,740 shares; 2025Q3: 16,791 shares; 2025Q4: 17,418 shares; 2026Q1: 17,513 shares; 2026Q2: 8,528 shares; 2026Q3: 8,528 shares 8,528 $479K 0.09% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,955 shares; 2025Q4: 8,890 shares; 2026Q1: 7,645 shares; 2026Q2: 7,911 shares; 2026Q3: 7,940 shares 7,940 $477K 0.09% +29 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 27,934 shares; 2026Q2: 30,027 shares; 2026Q3: 30,206 shares 30,206 $475K 0.09% +179 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,778 shares; 2025Q1: 4,537 shares; 2025Q2: 4,491 shares; 2025Q3: 4,591 shares; 2025Q4: 4,568 shares; 2026Q1: 4,510 shares; 2026Q2: 4,505 shares; 2026Q3: 4,534 shares 4,534 $458K 0.09% +29 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,956 shares; 2026Q3: 7,937 shares 7,937 $454K 0.09% -19 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,127 shares; 2025Q1: 13,707 shares; 2025Q2: 13,800 shares; 2025Q3: 6,796 shares; 2025Q4: 6,796 shares; 2026Q1: 6,156 shares; 2026Q2: 6,156 shares; 2026Q3: 6,156 shares 6,156 $415K 0.08% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,160 shares; 2025Q1: 3,297 shares; 2025Q2: 3,959 shares; 2025Q3: 4,024 shares; 2025Q4: 4,251 shares; 2026Q1: 3,933 shares; 2026Q2: 3,918 shares; 2026Q3: 3,870 shares 3,870 $376K 0.07% -48 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,632 shares; 2025Q1: 1,582 shares; 2025Q2: 1,742 shares; 2025Q3: 2,849 shares; 2025Q4: 27,980 shares; 2026Q1: 2,925 shares; 2026Q2: 2,948 shares; 2026Q3: 12,969 shares 12,969 $370K 0.07% +10,021 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 290 shares; 2025Q1: 293 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 295 shares; 2026Q2: 298 shares; 2026Q3: 2,185 shares 2,185 $359K 0.07% +1,887 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 823 shares; 2026Q1: 819 shares; 2026Q2: 810 shares; 2026Q3: 911 shares 911 $330K 0.06% +101 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,300 shares; 2025Q1: 1,870 shares; 2025Q2: 2,151 shares; 2025Q3: 2,151 shares; 2025Q4: 2,151 shares; 2026Q1: 2,160 shares; 2026Q2: 1,351 shares; 2026Q3: 1,350 shares 1,350 $315K 0.06% -1 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,371 shares; 2025Q1: 7,986 shares; 2025Q2: 7,951 shares; 2025Q3: 7,491 shares; 2025Q4: 6,566 shares; 2026Q1: 4,660 shares; 2026Q2: 4,280 shares; 2026Q3: 3,330 shares 3,330 $305K 0.06% -950 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,316 shares; 2025Q1: 2,316 shares; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares; 2025Q4: 2,316 shares; 2026Q1: 2,316 shares; 2026Q2: 2,316 shares; 2026Q3: 2,316 shares 2,316 $303K 0.06% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,580 shares; 2025Q1: 1,480 shares; 2025Q2: 1,410 shares; 2025Q3: 1,330 shares; 2025Q4: 837 shares; 2026Q1: 837 shares; 2026Q2: 837 shares; 2026Q3: 840 shares 840 $286K 0.05% +3 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares; 2026Q3: 1,087 shares 1,087 $256K 0.05% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,694 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,699 shares; 2026Q1: 1,699 shares; 2026Q2: 1,700 shares; 2026Q3: 1,700 shares 1,700 $189K 0.04% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,581 shares; 2025Q1: 1,581 shares; 2025Q2: 1,581 shares; 2025Q3: 1,758 shares; 2025Q4: 2,188 shares; 2026Q1: 2,270 shares; 2026Q2: 2,270 shares; 2026Q3: 2,267 shares 2,267 $183K 0.03% -3 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,950 shares; 2025Q1: 4,847 shares; 2025Q2: 1,860 shares; 2025Q3: 4,015 shares; 2025Q4: 1,860 shares; 2026Q1: 7,100 shares; 2026Q2: 1,460 shares; 2026Q3: 1,734 shares 1,734 $180K 0.03% +274 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; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,953 shares; 2025Q4: 3,504 shares; 2026Q1: 3,498 shares; 2026Q2: 1,082 shares; 2026Q3: 1,079 shares 1,079 $180K 0.03% -3 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 20,434 shares; 2025Q3: 20,722 shares; 2025Q4: 12,183 shares; 2026Q1: 972 shares; 2026Q2: 977 shares; 2026Q3: 3,767 shares 3,767 $178K 0.03% +2,790 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,944 shares; 2025Q1: 6,000 shares; 2025Q2: 6,105 shares; 2025Q3: 3,276 shares; 2025Q4: 3,258 shares; 2026Q1: 3,678 shares; 2026Q2: 752 shares; 2026Q3: 757 shares 757 $168K 0.03% +5 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 813 shares; 2025Q1: 814 shares; 2025Q2: 816 shares; 2025Q3: 813 shares; 2025Q4: 814 shares; 2026Q1: 814 shares; 2026Q2: 791 shares; 2026Q3: 792 shares 792 $166K 0.03% +1 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,815 shares; 2026Q2: 1,810 shares; 2026Q3: 1,815 shares 1,815 $155K 0.03% +5 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,582 shares; 2025Q1: 58,787 shares; 2025Q2: 17,245 shares; 2025Q3: 25,060 shares; 2025Q4: 25,095 shares; 2026Q1: 6,349 shares; 2026Q2: 3,138 shares; 2026Q3: 2,949 shares 2,949 $152K 0.03% -189 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 1,461 shares; 2026Q1: 1,461 shares; 2026Q2: 1,461 shares; 2026Q3: 2,461 shares 2,461 $150K 0.03% +1,000 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: 3,048 shares; 2025Q2: 3,048 shares; 2025Q3: 3,560 shares; 2025Q4: 5,299 shares; 2026Q1: 5,452 shares; 2026Q2: 2,452 shares; 2026Q3: 2,726 shares 2,726 $146K 0.03% +274 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 975 shares; 2025Q3: 969 shares; 2025Q4: 969 shares; 2026Q1: 969 shares; 2026Q2: 969 shares; 2026Q3: 965 shares 965 $141K 0.03% -4 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,505 shares; 2025Q1: 2,439 shares; 2025Q2: 2,439 shares; 2025Q3: 2,216 shares; 2025Q4: 2,124 shares; 2026Q1: 1,939 shares; 2026Q2: 1,936 shares; 2026Q3: 1,813 shares 1,813 $140K 0.03% -123 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,537 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares; 2026Q2: 831 shares; 2026Q3: 831 shares 831 $138K 0.03% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,080 shares; 2025Q1: 3,026 shares; 2025Q2: 3,061 shares; 2025Q3: 3,071 shares; 2025Q4: 2,806 shares; 2026Q1: 2,934 shares; 2026Q2: 2,949 shares; 2026Q3: 2,978 shares 2,978 $137K 0.03% +29 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,221 shares; 2026Q2: 2,272 shares; 2026Q3: 2,349 shares 2,349 $136K 0.03% +77 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 59 shares; 2025Q3: 41 shares; 2025Q4: 52 shares; 2026Q1: 38 shares; 2026Q2: 2 shares; 2026Q3: 174 shares 174 $133K 0.02% +172 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,884 shares; 2025Q1: 14,107 shares; 2025Q2: 14,361 shares; 2025Q3: 14,425 shares; 2025Q4: 15,041 shares; 2026Q1: 15,077 shares; 2026Q2: 1,255 shares; 2026Q3: 1,342 shares 1,342 $133K 0.02% +87 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 30 shares; 2025Q2: 29 shares; 2025Q3: 28 shares; 2025Q4: 39 shares; 2026Q1: 42 shares; 2026Q2: 51 shares; 2026Q3: 122 shares 122 $130K 0.02% +71 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,898 shares; 2025Q3: 2,898 shares; 2025Q4: 2,898 shares; 2026Q1: 2,898 shares; 2026Q2: 2,898 shares; 2026Q3: 2,898 shares 2,898 $127K 0.02% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 156 shares; 2025Q1: 161 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 165 shares; 2026Q3: 367 shares 367 $122K 0.02% +202 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,846 shares; 2025Q1: 32,608 shares; 2025Q2: 22,838 shares; 2025Q3: 23,003 shares; 2025Q4: 6,082 shares; 2026Q1: 6,064 shares; 2026Q2: 1,000 shares; 2026Q3: 2,200 shares 2,200 $117K 0.02% +1,200 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 825 shares; 2025Q1: 500 shares; 2025Q2: 5,093 shares; 2025Q3: 5,053 shares; 2025Q4: 4,985 shares; 2026Q1: 501 shares; 2026Q2: 502 shares; 2026Q3: 502 shares 502 $114K 0.02% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,615 shares; 2025Q1: 3,468 shares; 2025Q2: 3,468 shares; 2025Q3: 3,468 shares; 2025Q4: 3,468 shares; 2026Q1: 2,667 shares; 2026Q2: not reported; 2026Q3: 1,351 shares 1,351 $114K 0.02% new Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,075 shares; 2025Q1: 3,075 shares; 2025Q2: 3,075 shares; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares; 2026Q1: 3,075 shares; 2026Q2: 3,075 shares; 2026Q3: 3,075 shares 3,075 $109K 0.02% 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; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 15 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 515 shares; 2026Q3: 1,084 shares 1,084 $106K 0.02% +569 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,347 shares; 2025Q1: 1,079 shares; 2025Q2: 1,075 shares; 2025Q3: 1,088 shares; 2025Q4: 5,224 shares; 2026Q1: 90 shares; 2026Q2: 99 shares; 2026Q3: 778 shares 778 $104K 0.02% +679 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,900 shares 1,900 $102K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 761 shares; 2025Q1: 771 shares; 2025Q2: 761 shares; 2025Q3: 770 shares; 2025Q4: 807 shares; 2026Q1: 792 shares; 2026Q2: 802 shares; 2026Q3: 1,176 shares 1,176 $100K 0.02% +374 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 93 shares 93 $98.4K 0.02% +13 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 2,000 shares; 2026Q3: 3,000 shares 3,000 $97.2K 0.02% +1,000 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185 shares; 2025Q3: 38 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,022 shares 1,022 $92.1K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 266 shares; 2025Q4: 296 shares; 2026Q1: 307 shares; 2026Q2: 327 shares; 2026Q3: 747 shares 747 $89.8K 0.02% +420 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; 2024Q4: 107 shares; 2025Q1: 103 shares; 2025Q2: 1,535 shares; 2025Q3: 1,535 shares; 2025Q4: 1,535 shares; 2026Q1: 1,129 shares; 2026Q2: 1,020 shares; 2026Q3: 1,025 shares 1,025 $87.5K 0.02% +5 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,044 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 275 shares; 2026Q3: 275 shares 275 $86.9K 0.02% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93,913 shares; 2025Q1: 116,901 shares; 2025Q2: 42,735 shares; 2025Q3: 43,328 shares; 2025Q4: 46,871 shares; 2026Q1: 3,141 shares; 2026Q2: 914 shares; 2026Q3: 958 shares 958 $85.6K 0.02% +44 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 1,010 shares; 2026Q1: 1,859 shares; 2026Q2: 1,868 shares; 2026Q3: 1,868 shares 1,868 $85.2K 0.02% 0 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $83.6K 0.02% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 200 shares 200 $82.7K 0.02% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares; 2026Q3: 7,000 shares 7,000 $81.8K 0.02% +2,000 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 333 shares; 2025Q1: 339 shares; 2025Q2: 341 shares; 2025Q3: 402 shares; 2025Q4: 407 shares; 2026Q1: 407 shares; 2026Q2: 416 shares; 2026Q3: 423 shares 423 $80.7K 0.02% +7 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,502 shares 2,502 $78.7K 0.01% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares; 2026Q3: 760 shares 760 $76.4K 0.01% -160 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares; 2026Q3: 3,600 shares 3,600 $76.3K 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; 2024Q4: 33 shares; 2025Q1: 35 shares; 2025Q2: 31 shares; 2025Q3: 29 shares; 2025Q4: 34 shares; 2026Q1: 233 shares; 2026Q2: 169 shares; 2026Q3: 471 shares 471 $75.7K 0.01% +302 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 804 shares; 2025Q1: 829 shares; 2025Q2: 1,198 shares; 2025Q3: 1,184 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 842 shares; 2026Q3: 869 shares 869 $74.8K 0.01% +27 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 643 shares; 2026Q3: 646 shares 646 $74.5K 0.01% +3 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; 2024Q4: 4,791 shares; 2025Q1: 4,785 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 291 shares; 2026Q1: 290 shares; 2026Q2: 291 shares; 2026Q3: 292 shares 292 $74.2K 0.01% +1 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32 shares; 2025Q1: 38 shares; 2025Q2: 641 shares; 2025Q3: 491 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 54 shares; 2026Q3: 392 shares 392 $72.8K 0.01% +338 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,531 shares; 2025Q1: 3,737 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 3,737 shares; 2026Q1: 3,737 shares; 2026Q2: 3,737 shares; 2026Q3: 3,737 shares 3,737 $72.1K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,384 shares; 2025Q1: 2,383 shares; 2025Q2: 2,367 shares; 2025Q3: 62 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 7 shares; 2026Q3: 135 shares 135 $70.6K 0.01% +128 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,370 shares 1,370 $69.6K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 49 shares; 2025Q3: 42 shares; 2025Q4: 52 shares; 2026Q1: 47 shares; 2026Q2: 52 shares; 2026Q3: 812 shares 812 $69.6K 0.01% +760 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; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 43 shares; 2026Q3: 861 shares 861 $66.3K 0.01% +818 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,005 shares; 2025Q1: 2,010 shares; 2025Q2: 2,005 shares; 2025Q3: 2,005 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares; 2026Q2: 2,005 shares; 2026Q3: 2,010 shares 2,010 $66.1K 0.01% +5 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,110 shares; 2025Q1: 2,020 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,025 shares; 2026Q1: 2,020 shares; 2026Q2: 2,102 shares; 2026Q3: 2,097 shares 2,097 $65.6K 0.01% -5 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,037 shares; 2025Q1: 1,037 shares; 2025Q2: 1,037 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares; 2026Q3: 1,062 shares 1,062 $64.4K 0.01% +25 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,429 shares; 2025Q4: 8,248 shares; 2026Q1: 8,432 shares; 2026Q2: 350 shares; 2026Q3: 350 shares 350 $64.1K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 10 shares; 2025Q2: 11 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 9 shares; 2026Q2: 5 shares; 2026Q3: 231 shares 231 $62.8K 0.01% +226 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 21 shares; 2025Q2: 10 shares; 2025Q3: 5 shares; 2025Q4: 20 shares; 2026Q1: 25 shares; 2026Q2: 49 shares; 2026Q3: 1,048 shares 1,048 $60.2K 0.01% +999 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61 shares; 2025Q1: 71 shares; 2025Q2: 57 shares; 2025Q3: 62 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 93 shares; 2026Q3: 916 shares 916 $57.2K 0.01% +823 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; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 610 shares; 2026Q1: 600 shares; 2026Q2: 605 shares; 2026Q3: 605 shares 605 $57K 0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 203 shares 203 $56.2K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 248 shares; 2025Q1: 256 shares; 2025Q2: 267 shares; 2025Q3: 32 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 40 shares; 2026Q3: 445 shares 445 $55.7K 0.01% +405 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 403 shares; 2025Q1: 406 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 404 shares; 2026Q1: 407 shares; 2026Q2: 401 shares; 2026Q3: 401 shares 401 $55K 0.01% 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; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 1,129 shares 1,129 $54.8K 0.01% +1,104 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 3 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 7 shares; 2026Q3: 184 shares 184 $52.5K 0.01% +177 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 508 shares 508 $50.6K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 426 shares; 2026Q3: 423 shares 423 $50.2K 0.01% -3 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,264 shares; 2025Q3: 1,283 shares; 2025Q4: 1,276 shares; 2026Q1: not reported; 2026Q2: 7,897 shares; 2026Q3: 400 shares 400 $50.1K 0.01% -7,497 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17 shares; 2025Q1: 5 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 24 shares; 2026Q3: 531 shares 531 $49.3K 0.01% +507 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 505 shares 505 $49.2K 0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 13 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 217 shares 217 $49K 0.01% +201 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,112 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,398 shares; 2026Q1: 20,972 shares; 2026Q2: not reported; 2026Q3: 537 shares 537 $48.1K 0.01% new Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,172 shares; 2025Q1: 2,172 shares; 2025Q2: 2,172 shares; 2025Q3: 2,172 shares; 2025Q4: 2,172 shares; 2026Q1: 2,172 shares; 2026Q2: 2,172 shares; 2026Q3: 2,172 shares 2,172 $48.1K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123 shares; 2025Q1: 124 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 130 shares; 2026Q3: 130 shares 130 $46.2K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 127 shares 127 $44.7K 0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 550 shares 550 $44.6K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106 shares; 2025Q1: 105 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 110 shares; 2026Q1: 7 shares; 2026Q2: 13 shares; 2026Q3: 157 shares 157 $43.3K 0.01% +144 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 16 shares; 2026Q2: 26 shares; 2026Q3: 736 shares 736 $43.1K 0.01% +710 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,549 shares; 2025Q1: 2,411 shares; 2025Q2: 2,554 shares; 2025Q3: 2,652 shares; 2025Q4: 2,633 shares; 2026Q1: 34 shares; 2026Q2: 32 shares; 2026Q3: 258 shares 258 $42.1K 0.01% +226 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71 shares; 2025Q1: 91 shares; 2025Q2: 252 shares; 2025Q3: 269 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 269 shares; 2026Q3: 388 shares 388 $41.8K 0.01% +119 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 5 shares; 2026Q1: 15 shares; 2026Q2: not reported; 2026Q3: 507 shares 507 $41.4K 0.01% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 573 shares 573 $41.2K 0.01% new 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; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 388 shares; 2026Q1: 388 shares; 2026Q2: 369 shares; 2026Q3: 369 shares 369 $40.9K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: 33 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares; 2026Q3: 274 shares 274 $40.8K 0.01% +226 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 10 shares; 2026Q1: 6 shares; 2026Q2: 8 shares; 2026Q3: 184 shares 184 $40.8K 0.01% +176 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; 2024Q4: 2,038 shares; 2025Q1: 1,995 shares; 2025Q2: 34 shares; 2025Q3: 36 shares; 2025Q4: 47 shares; 2026Q1: 40 shares; 2026Q2: 21 shares; 2026Q3: 421 shares 421 $40.5K 0.01% +400 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24 shares; 2025Q1: 14 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 20 shares; 2026Q3: 520 shares 520 $40.4K 0.01% +500 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,801 shares; 2025Q1: 27,310 shares; 2025Q2: 52,322 shares; 2025Q3: 51,888 shares; 2025Q4: 50,672 shares; 2026Q1: 40,530 shares; 2026Q2: 468 shares; 2026Q3: 460 shares 460 $40.4K 0.01% -8 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 481 shares; 2025Q1: 5,556 shares; 2025Q2: 8,219 shares; 2025Q3: 8,777 shares; 2025Q4: 8,870 shares; 2026Q1: 3,451 shares; 2026Q2: 481 shares; 2026Q3: 481 shares 481 $39.9K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16 shares; 2025Q1: 19 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 23 shares; 2026Q2: 26 shares; 2026Q3: 171 shares 171 $39.4K 0.01% +145 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 180 shares 180 $38.9K 0.01% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 335 shares 335 $38K 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 1 shares; 2025Q4: 10 shares; 2026Q1: 15 shares; 2026Q2: 12 shares; 2026Q3: 213 shares 213 $37K 0.01% +201 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 11 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares; 2026Q3: 115 shares 115 $36.6K 0.01% +104 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares; 2026Q3: 223 shares 223 $36.3K 0.01% +203 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 22 shares; 2025Q2: 21 shares; 2025Q3: 17 shares; 2025Q4: 18 shares; 2026Q1: 30 shares; 2026Q2: 21 shares; 2026Q3: 220 shares 220 $36.1K 0.01% +199 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 862 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 867 shares; 2026Q2: 872 shares; 2026Q3: 892 shares 892 $36K 0.01% +20 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 14 shares; 2026Q3: 159 shares 159 $36K 0.01% +145 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 51 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 35 shares; 2026Q3: 769 shares 769 $35.8K 0.01% +734 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,125 shares; 2026Q3: 2,125 shares 2,125 $35.2K 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; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 1 shares; 2026Q3: 157 shares 157 $34.9K 0.01% +156 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 21 shares 21 $34.7K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 288 shares 288 $34.4K 0.01% +278 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 767 shares; 2026Q3: 835 shares 835 $34K 0.01% +68 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; 2024Q4: 244 shares; 2025Q1: 245 shares; 2025Q2: 250 shares; 2025Q3: 249 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 244 shares; 2026Q3: 246 shares 246 $33.5K 0.01% +2 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24 shares; 2025Q1: 19 shares; 2025Q2: 10 shares; 2025Q3: 14 shares; 2025Q4: 10 shares; 2026Q1: 12 shares; 2026Q2: 18 shares; 2026Q3: 117 shares 117 $32.8K 0.01% +99 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 179 shares; 2025Q1: 177 shares; 2025Q2: 181 shares; 2025Q3: 184 shares; 2025Q4: 181 shares; 2026Q1: 175 shares; 2026Q2: 175 shares; 2026Q3: 178 shares 178 $31.9K 0.01% +3 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; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 2 shares; 2026Q2: 3 shares; 2026Q3: 87 shares 87 $31K 0.01% +84 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 542 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares; 2026Q2: 468 shares; 2026Q3: 468 shares 468 $30.5K 0.01% 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; 2024Q4: 343 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 427 shares; 2025Q4: 422 shares; 2026Q1: 422 shares; 2026Q2: 427 shares; 2026Q3: 427 shares 427 $28.8K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,225 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 1,171 shares; 2026Q1: 1,080 shares; 2026Q2: 430 shares; 2026Q3: 262 shares 262 $28.5K 0.01% -168 Timeline MANE VERADERMICS INC More: the full row for VERADERMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares; 2026Q2: 111 shares; 2026Q3: 228 shares 228 $27.6K 0.01% +117 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 317 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 327 shares; 2026Q2: 332 shares; 2026Q3: 332 shares 332 $27.5K 0.01% 0 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; 2024Q4: 16 shares; 2025Q1: 18 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 5 shares; 2026Q1: 8 shares; 2026Q2: 10 shares; 2026Q3: 69 shares 69 $27.4K 0.01% +59 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 542 shares 542 $27.3K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 5 shares; 2026Q3: 55 shares 55 $27.1K 0.01% +50 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 23 shares; 2025Q4: 28 shares; 2026Q1: 23 shares; 2026Q2: 38 shares; 2026Q3: 287 shares 287 $27K 0.01% +249 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 31 shares 31 $26.5K <0.01% +28 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $26.4K <0.01% 0 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; 2024Q4: 19 shares; 2025Q1: 34 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 28 shares; 2026Q3: 182 shares 182 $26.3K <0.01% +154 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,939 shares; 2025Q1: 3,891 shares; 2025Q2: 5,119 shares; 2025Q3: 4,491 shares; 2025Q4: 4,491 shares; 2026Q1: 4,466 shares; 2026Q2: 891 shares; 2026Q3: 891 shares 891 $26.3K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 2,135 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,175 shares; 2026Q1: 2,175 shares; 2026Q2: 2,180 shares; 2026Q3: 2,180 shares 2,180 $26.3K <0.01% 0 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares; 2026Q3: 433 shares 433 $25.8K <0.01% -7 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,101 shares; 2025Q1: 4,202 shares; 2025Q2: 43 shares; 2025Q3: 39 shares; 2025Q4: 33 shares; 2026Q1: 30 shares; 2026Q2: 37 shares; 2026Q3: 70 shares 70 $25.7K <0.01% +33 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 92 shares 92 $25.3K <0.01% new Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,052 shares; 2025Q3: 15,704 shares; 2025Q4: 686 shares; 2026Q1: 630 shares; 2026Q2: 617 shares; 2026Q3: 610 shares 610 $25.2K <0.01% -7 Timeline PKBK PARKE BANCORP INC More: the full row for PARKE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 763 shares; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 763 shares; 2026Q2: 763 shares; 2026Q3: 763 shares 763 $24.9K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares; 2026Q2: 2 shares; 2026Q3: 103 shares 103 $24.1K <0.01% +101 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares; 2026Q2: 359 shares; 2026Q3: 359 shares 359 $24K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 364 shares; 2026Q2: 364 shares; 2026Q3: 364 shares 364 $23.6K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 202 shares 202 $22.8K <0.01% +197 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 865 shares; 2025Q1: 796 shares; 2025Q2: 786 shares; 2025Q3: 801 shares; 2025Q4: 833 shares; 2026Q1: 883 shares; 2026Q2: 784 shares; 2026Q3: 924 shares 924 $22.6K <0.01% +140 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166 shares; 2026Q2: 166 shares; 2026Q3: 166 shares 166 $22.5K <0.01% 0 Timeline JMKE JERSEY MIKES SUBS INC More: the full row for JERSEY MIKES SUBS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,335 shares 1,335 $22.5K <0.01% new 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; 2024Q4: 12 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 27 shares; 2026Q2: 27 shares; 2026Q3: 301 shares 301 $22.4K <0.01% +274 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 15 shares; 2025Q2: 149 shares; 2025Q3: 151 shares; 2025Q4: 156 shares; 2026Q1: 156 shares; 2026Q2: 16 shares; 2026Q3: 52 shares 52 $21.9K <0.01% +36 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,411 shares; 2025Q1: 7,414 shares; 2025Q2: 7,391 shares; 2025Q3: 7,333 shares; 2025Q4: 7,206 shares; 2026Q1: 7,171 shares; 2026Q2: 205 shares; 2026Q3: 211 shares 211 $21.4K <0.01% +6 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 8 shares; 2025Q2: 9 shares; 2025Q3: 8 shares; 2025Q4: 12 shares; 2026Q1: 15 shares; 2026Q2: 17 shares; 2026Q3: 45 shares 45 $21.4K <0.01% +28 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 545 shares; 2025Q1: 537 shares; 2025Q2: 533 shares; 2025Q3: 559 shares; 2025Q4: 580 shares; 2026Q1: 618 shares; 2026Q2: 622 shares; 2026Q3: 654 shares 654 $20.9K <0.01% +32 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; 2024Q4: 3,985 shares; 2025Q1: 3,977 shares; 2025Q2: 3,955 shares; 2025Q3: 181 shares; 2025Q4: 88 shares; 2026Q1: 87 shares; 2026Q2: 88 shares; 2026Q3: 91 shares 91 $20.8K <0.01% +3 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 399 shares 399 $20.7K <0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $20.2K <0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,007 shares; 2025Q1: 11,791 shares; 2025Q2: 11,812 shares; 2025Q3: 11,742 shares; 2025Q4: 11,655 shares; 2026Q1: 93 shares; 2026Q2: 72 shares; 2026Q3: 72 shares 72 $19.7K <0.01% 0 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares; 2026Q2: 1,147 shares; 2026Q3: 1,147 shares 1,147 $19K <0.01% 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; 2024Q4: 2,858 shares; 2025Q1: 2,863 shares; 2025Q2: 2,849 shares; 2025Q3: 9 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 16 shares; 2026Q3: 58 shares 58 $18.9K <0.01% +42 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares; 2026Q3: 1,049 shares 1,049 $18.6K <0.01% +915 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 445 shares; 2026Q2: 445 shares; 2026Q3: 443 shares 443 $18.1K <0.01% -2 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 393 shares; 2026Q2: 393 shares; 2026Q3: 1,893 shares 1,893 $17.9K <0.01% +1,500 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17 shares; 2025Q1: 22 shares; 2025Q2: 17 shares; 2025Q3: 27 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares; 2026Q3: 151 shares 151 $16.9K <0.01% +119 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,431 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares; 2026Q3: 1,300 shares 1,300 $16.6K <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; 2024Q4: 7 shares; 2025Q1: 9 shares; 2025Q2: 8 shares; 2025Q3: 10 shares; 2025Q4: 16 shares; 2026Q1: 18 shares; 2026Q2: 21 shares; 2026Q3: 64 shares 64 $16.5K <0.01% +43 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 230 shares; 2025Q1: 255 shares; 2025Q2: 265 shares; 2025Q3: 303 shares; 2025Q4: 250 shares; 2026Q1: 279 shares; 2026Q2: 284 shares; 2026Q3: 279 shares 279 $16.1K <0.01% -5 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,031 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 227 shares; 2026Q1: 164 shares; 2026Q2: 146 shares; 2026Q3: 145 shares 145 $16.1K <0.01% -1 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70 shares; 2026Q2: 70 shares; 2026Q3: 69 shares 69 $16K <0.01% -1 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 258 shares 258 $15.9K <0.01% new Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 416 shares; 2026Q2: 416 shares; 2026Q3: 416 shares 416 $15.8K <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 281 shares 281 $15.5K <0.01% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 407 shares; 2026Q3: 407 shares 407 $15.1K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 12,936 shares; 2025Q3: 12,855 shares; 2025Q4: 8,009 shares; 2026Q1: 228 shares; 2026Q2: 228 shares; 2026Q3: 228 shares 228 $14.7K <0.01% 0 Timeline FTPA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,804 shares; 2026Q1: 1,804 shares; 2026Q2: 1,804 shares; 2026Q3: 1,804 shares 1,804 $14.6K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 48 shares; 2025Q4: 53 shares; 2026Q1: 33 shares; 2026Q2: 113 shares; 2026Q3: 128 shares 128 $14.3K <0.01% +15 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $14.3K <0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 335 shares 335 $14.1K <0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 29 shares; 2026Q1: 28 shares; 2026Q2: 29 shares; 2026Q3: 31 shares 31 $14.1K <0.01% +2 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 4 shares; 2025Q2: 29 shares; 2025Q3: 8 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 10 shares; 2026Q3: 45 shares 45 $13.9K <0.01% +35 Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 140 shares; 2026Q3: 1,240 shares 1,240 $13.9K <0.01% +1,100 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,873 shares; 2025Q1: 1,873 shares; 2025Q2: 2,018 shares; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares; 2026Q1: 2,018 shares; 2026Q2: 195 shares; 2026Q3: 195 shares 195 $13.7K <0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $13.7K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 15 shares; 2026Q3: 446 shares 446 $13.5K <0.01% +431 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32 shares; 2025Q1: 44 shares; 2025Q2: 38 shares; 2025Q3: 34 shares; 2025Q4: 39 shares; 2026Q1: 40 shares; 2026Q2: 41 shares; 2026Q3: 85 shares 85 $13.3K <0.01% +44 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55 shares; 2025Q1: 58 shares; 2025Q2: 52 shares; 2025Q3: 55 shares; 2025Q4: 63 shares; 2026Q1: 53 shares; 2026Q2: 66 shares; 2026Q3: 69 shares 69 $12.8K <0.01% +3 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 138 shares 138 $12.7K <0.01% new 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; 2024Q4: 785 shares; 2025Q1: 784 shares; 2025Q2: 28 shares; 2025Q3: 27 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 10 shares 10 $12.5K <0.01% +9 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $12.3K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,910 shares; 2025Q1: 575 shares; 2025Q2: 2,045 shares; 2025Q3: 2,077 shares; 2025Q4: 2,119 shares; 2026Q1: 2,130 shares; 2026Q2: 585 shares; 2026Q3: 561 shares 561 $12.2K <0.01% -24 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103 shares; 2025Q1: 100 shares; 2025Q2: 98 shares; 2025Q3: 94 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares; 2026Q3: 46 shares 46 $11.8K <0.01% +35 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares; 2026Q2: 26 shares; 2026Q3: 26 shares 26 $11.4K <0.01% 0 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares; 2026Q3: 450 shares 450 $11.4K <0.01% 0 Timeline VTP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares; 2026Q3: 155 shares 155 $11.3K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51 shares; 2026Q3: 52 shares 52 $11K <0.01% +1 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 105 shares; 2025Q3: 100 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares; 2026Q3: 120 shares 120 $10.7K <0.01% +15 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $10.6K <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; 2024Q4: 3,352 shares; 2025Q1: 3,451 shares; 2025Q2: 43 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51 $10.6K <0.01% 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; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 4 shares; 2026Q2: 5 shares; 2026Q3: 6 shares 6 $10.4K <0.01% +1 Timeline PUTNAM ETF TRUST PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 316 shares 316 $10.4K <0.01% new YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 251 shares; 2026Q2: 251 shares; 2026Q3: 251 shares 251 $10.3K <0.01% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50 shares 50 $10.3K <0.01% new Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares; 2026Q1: 393 shares; 2026Q2: 393 shares; 2026Q3: 393 shares 393 $10.2K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 999 shares; 2025Q1: 6 shares; 2025Q2: 5 shares; 2025Q3: 4 shares; 2025Q4: 20 shares; 2026Q1: 30 shares; 2026Q2: 35 shares; 2026Q3: 102 shares 102 $10K <0.01% +67 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,112 shares; 2025Q1: 2,114 shares; 2025Q2: 2,101 shares; 2025Q3: 2,088 shares; 2025Q4: 3,110 shares; 2026Q1: 3,092 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $9.84K <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; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 4 shares; 2026Q3: 41 shares 41 $9.71K <0.01% +37 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 26 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 168 shares; 2026Q2: 173 shares; 2026Q3: 159 shares 159 $9.62K <0.01% -14 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19 shares; 2025Q1: 24 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 91 shares; 2026Q1: 81 shares; 2026Q2: 81 shares; 2026Q3: 81 shares 81 $9.2K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 209 shares; 2026Q3: 209 shares 209 $9.17K <0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112 shares; 2026Q2: 112 shares; 2026Q3: 112 shares 112 $9.08K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $9.08K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 562 shares; 2025Q1: 377 shares; 2025Q2: 366 shares; 2025Q3: 310 shares; 2025Q4: 287 shares; 2026Q1: 234 shares; 2026Q2: 113 shares; 2026Q3: 96 shares 96 $9.06K <0.01% -17 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $8.92K <0.01% 0 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $8.91K <0.01% 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; 2024Q4: 36 shares; 2025Q1: 4,809 shares; 2025Q2: 4,785 shares; 2025Q3: 6,673 shares; 2025Q4: 11,015 shares; 2026Q1: 9,062 shares; 2026Q2: 12,096 shares; 2026Q3: 64 shares 64 $8.79K <0.01% -12,032 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,143 shares; 2025Q2: 1,968 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $8.74K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 453 shares; 2025Q3: 438 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 1,258 shares; 2026Q3: 453 shares 453 $8.63K <0.01% -805 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,908 shares; 2025Q1: 5,978 shares; 2025Q2: 4,785 shares; 2025Q3: 5,191 shares; 2025Q4: 27 shares; 2026Q1: 3 shares; 2026Q2: 0 shares; 2026Q3: 46 shares 46 $8.44K <0.01% +46 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares; 2026Q3: 23 shares 23 $8.19K <0.01% 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; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: 6 shares; 2025Q3: 5 shares; 2025Q4: 4 shares; 2026Q1: 7 shares; 2026Q2: 2,258 shares; 2026Q3: 29 shares 29 $8.07K <0.01% -2,229 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 26 shares; 2026Q3: 181 shares 181 $8.03K <0.01% +155 Timeline Demant A/S Demant A/S More: the full row for Demant A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: 169 shares; 2026Q3: 169 shares 169 $7.96K <0.01% 0 GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 163 shares 163 $7.95K <0.01% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $7.93K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 107 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 112 shares; 2026Q1: 5 shares; 2026Q2: 6 shares; 2026Q3: 20 shares 20 $7.89K <0.01% +14 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 168 shares 168 $7.67K <0.01% new Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 144 shares 144 $7.52K <0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 85 shares 85 $7.41K <0.01% +50 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51 shares; 2026Q3: 47 shares 47 $7.28K <0.01% -4 Timeline NASSAU COS NEW YORK 7.45 Q… NASSAU COS NEW YORK 7.45 QUIBS 2… More: the full row for NASSAU COS NEW YORK 7.45 QUIBS 2032 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $7.27K <0.01% 0 WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 227 shares; 2025Q1: 237 shares; 2025Q2: 167 shares; 2025Q3: 192 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 217 shares; 2026Q3: 232 shares 232 $7.18K <0.01% +15 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 182 shares; 2025Q1: not reported; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares; 2026Q3: 176 shares 176 $7.1K <0.01% 0 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares; 2026Q2: 387 shares; 2026Q3: 387 shares 387 $6.99K <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; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: not reported; 2026Q2: 1 shares; 2026Q3: 33 shares 33 $6.97K <0.01% +32 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 61 shares 61 $6.89K <0.01% new Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 80 shares 80 $6.86K <0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 125 shares; 2026Q3: 9 shares 9 $6.82K <0.01% -116 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17 shares; 2025Q1: 24 shares; 2025Q2: 20 shares; 2025Q3: 4,356 shares; 2025Q4: 4,316 shares; 2026Q1: 4,417 shares; 2026Q2: 4,369 shares; 2026Q3: 31 shares 31 $6.82K <0.01% -4,338 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 46 shares 46 $6.82K <0.01% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 56 shares 56 $6.79K <0.01% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 71 shares 71 $6.75K <0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,592 shares; 2025Q1: 5,889 shares; 2025Q2: 7,093 shares; 2025Q3: 7,303 shares; 2025Q4: 7,141 shares; 2026Q1: 7,230 shares; 2026Q2: 27 shares; 2026Q3: 30 shares 30 $6.65K <0.01% +3 Timeline VPG VISHAY PRECISION GROUP INC More: the full row for VISHAY PRECISION GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares; 2026Q3: 90 shares 90 $6.55K <0.01% 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; 2024Q4: 2,351 shares; 2025Q1: 2,171 shares; 2025Q2: 2,158 shares; 2025Q3: 7 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 9 shares; 2026Q3: 16 shares 16 $6.51K <0.01% +7 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 8 shares; 2025Q3: 13 shares; 2025Q4: 16 shares; 2026Q1: 11 shares; 2026Q2: 16 shares; 2026Q3: 17 shares 17 $6.49K <0.01% +1 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; 2024Q4: 133 shares; 2025Q1: 41 shares; 2025Q2: 10,128 shares; 2025Q3: 10,067 shares; 2025Q4: 5,720 shares; 2026Q1: 6,083 shares; 2026Q2: 103 shares; 2026Q3: 143 shares 143 $6.24K <0.01% +40 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 8 shares; 2026Q1: 3 shares; 2026Q2: 8 shares; 2026Q3: 21 shares 21 $6.1K <0.01% +13 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 2,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $6.05K <0.01% 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; 2024Q4: 10 shares; 2025Q1: 16 shares; 2025Q2: 5 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 29 shares 29 $5.58K <0.01% +5 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 78 shares 78 $5.58K <0.01% 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; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 19 shares; 2025Q3: 9 shares; 2025Q4: 19 shares; 2026Q1: 34 shares; 2026Q2: 29 shares; 2026Q3: 31 shares 31 $5.54K <0.01% +2 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 181 shares; 2026Q3: 181 shares 181 $5.46K <0.01% 0 Timeline PACIFIC GAS&ELEC 5.50% PFD PACIFIC GAS&ELEC 5.50% PFD More: the full row for PACIFIC GAS&ELEC 5.50% PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $5.44K <0.01% 0 OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares; 2026Q3: 26 shares 26 $5.44K <0.01% +5 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,229 shares; 2025Q1: 18,584 shares; 2025Q2: 19,688 shares; 2025Q3: 19,719 shares; 2025Q4: 19,542 shares; 2026Q1: 95 shares; 2026Q2: 84 shares; 2026Q3: 75 shares 75 $5.3K <0.01% -9 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $5.24K <0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 662 shares; 2025Q1: 936 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares; 2026Q2: 936 shares; 2026Q3: 936 shares 936 $5.19K <0.01% 0 Timeline SRTA STRATA CRITICAL MEDICAL INC More: the full row for STRATA CRITICAL MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $5.11K <0.01% 0 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $5.07K <0.01% 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; 2024Q4: 467 shares; 2025Q1: 204 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 185 shares; 2026Q1: 180 shares; 2026Q2: 177 shares; 2026Q3: 91 shares 91 $4.99K <0.01% -86 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $4.97K <0.01% 0 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares; 2026Q3: 36 shares 36 $4.97K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 3,501 shares; 2025Q2: 3,487 shares; 2025Q3: 3,545 shares; 2025Q4: 1 shares; 2026Q1: 9 shares; 2026Q2: 18 shares; 2026Q3: 26 shares 26 $4.95K <0.01% +8 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $4.86K <0.01% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92 shares; 2026Q1: 129 shares; 2026Q2: 162 shares; 2026Q3: 205 shares 205 $4.81K <0.01% +43 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93 shares; 2025Q1: 95 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 149 shares; 2026Q1: 153 shares; 2026Q2: 97 shares; 2026Q3: 101 shares 101 $4.76K <0.01% +4 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 10 shares; 2025Q4: 20 shares; 2026Q1: 25 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $4.59K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 24 shares; 2025Q2: 25 shares; 2025Q3: 14 shares; 2025Q4: 18 shares; 2026Q1: 16 shares; 2026Q2: 20 shares; 2026Q3: 22 shares 22 $4.56K <0.01% +2 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $4.55K <0.01% 0 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37 $4.46K <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; 2024Q4: 11 shares; 2025Q1: 6 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 21 shares 21 $4.41K <0.01% +1 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15 $4.38K <0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 14 shares; 2026Q3: 15 shares 15 $4.3K <0.01% +1 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 1,200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $4.29K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,355 shares; 2025Q1: 12,398 shares; 2025Q2: 13,960 shares; 2025Q3: 14,144 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 71 shares; 2026Q3: 76 shares 76 $4.2K <0.01% +5 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares; 2026Q3: 14 shares 14 $4.2K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 22 shares; 2026Q3: 24 shares 24 $4.19K <0.01% +2 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 45 shares; 2026Q3: 45 shares 45 $4.17K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,987 shares; 2025Q1: 13,853 shares; 2025Q2: 18,370 shares; 2025Q3: 20,459 shares; 2025Q4: 14,792 shares; 2026Q1: 24,507 shares; 2026Q2: 87 shares; 2026Q3: 117 shares 117 $4.16K <0.01% +30 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares; 2026Q3: 11 shares 11 $4.11K <0.01% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares; 2026Q3: 120 shares 120 $4.08K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 246 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 76 shares; 2026Q3: 75 shares 75 $4.06K <0.01% -1 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares; 2026Q3: 4 shares 4 $4.05K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,519 shares; 2025Q1: 9,494 shares; 2025Q2: 35 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 54 shares; 2026Q2: 121 shares; 2026Q3: 44 shares 44 $4.02K <0.01% -77 Timeline SFTBY SOFTBANK GROUP CORP-UNSP ADR More: the full row for SOFTBANK GROUP CORP-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $4K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 7 shares 7 $3.98K <0.01% -2 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73 shares; 2025Q1: 83 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 95 shares; 2026Q1: 90 shares; 2026Q2: 65 shares; 2026Q3: 75 shares 75 $3.94K <0.01% +10 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,206 shares; 2025Q4: 256 shares; 2026Q1: 195 shares; 2026Q2: 195 shares; 2026Q3: 195 shares 195 $3.92K <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; 2024Q4: 138 shares; 2025Q1: 114 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 110 shares; 2026Q1: 80 shares; 2026Q2: 85 shares; 2026Q3: 60 shares 60 $3.86K <0.01% -25 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1 shares; 2025Q1: 4 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 11 shares; 2026Q3: 11 shares 11 $3.84K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares; 2026Q3: 14 shares 14 $3.83K <0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares; 2026Q3: 89 shares 89 $3.8K <0.01% +80 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 6 shares; 2026Q3: 8 shares 8 $3.63K <0.01% +2 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 20 shares; 2026Q3: 21 shares 21 $3.62K <0.01% +1 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 7 shares; 2026Q3: 7 shares 7 $3.62K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 8 shares; 2026Q3: 9 shares 9 $3.61K <0.01% +1 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32 shares; 2025Q1: 33 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares; 2026Q3: 39 shares 39 $3.52K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 10 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 7 shares; 2026Q1: 3 shares; 2026Q2: 8 shares; 2026Q3: 9 shares 9 $3.5K <0.01% +1 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 10 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 8 shares; 2026Q3: 9 shares 9 $3.49K <0.01% +1 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; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 8 shares 8 $3.41K <0.01% +2 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 1,915 shares; 2025Q3: 42 shares; 2025Q4: 54 shares; 2026Q1: 62 shares; 2026Q2: 62 shares; 2026Q3: 62 shares 62 $3.35K <0.01% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares; 2026Q3: 130 shares 130 $3.31K <0.01% 0 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 56 shares; 2026Q2: 56 shares; 2026Q3: 56 shares 56 $3.29K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,416 shares; 2025Q1: 15,714 shares; 2025Q2: 13,470 shares; 2025Q3: 13,775 shares; 2025Q4: 2,063 shares; 2026Q1: 2,402 shares; 2026Q2: 37 shares; 2026Q3: 47 shares 47 $3.28K <0.01% +10 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares; 2026Q3: 79 shares 79 $3.28K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6 $3.28K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 40 shares; 2026Q1: 14 shares; 2026Q2: 8 shares; 2026Q3: 9 shares 9 $3.28K <0.01% +1 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,767 shares; 2025Q1: 1,772 shares; 2025Q2: 2,409 shares; 2025Q3: 2,603 shares; 2025Q4: 2,570 shares; 2026Q1: 8 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6 $3.23K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 35 shares; 2025Q4: 40 shares; 2026Q1: 52 shares; 2026Q2: 52 shares; 2026Q3: 52 shares 52 $3.23K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 4 shares; 2025Q2: 7 shares; 2025Q3: 8 shares; 2025Q4: 9 shares; 2026Q1: 11 shares; 2026Q2: 11 shares; 2026Q3: 12 shares 12 $3.23K <0.01% +1 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; 2024Q4: 7 shares; 2025Q1: 6 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 13 shares; 2026Q3: 16 shares 16 $3.21K <0.01% +3 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 15 shares; 2026Q3: 12 shares 12 $3.19K <0.01% -3 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; 2024Q4: 14 shares; 2025Q1: 13 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 7 shares; 2026Q3: 8 shares 8 $3.16K <0.01% +1 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares; 2026Q3: 39 shares 39 $3.14K <0.01% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares; 2026Q3: 65 shares 65 $3.14K <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; 2024Q4: 5 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 6 shares; 2026Q3: 7 shares 7 $3.12K <0.01% +1 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 161 shares; 2025Q1: 155 shares; 2025Q2: 153 shares; 2025Q3: 141 shares; 2025Q4: 23 shares; 2026Q1: 15 shares; 2026Q2: 13 shares; 2026Q3: 16 shares 16 $3.12K <0.01% +3 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37 shares; 2025Q1: 42 shares; 2025Q2: 31 shares; 2025Q3: 21 shares; 2025Q4: 36 shares; 2026Q1: 31 shares; 2026Q2: 31 shares; 2026Q3: 36 shares 36 $3.11K <0.01% +5 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 53 shares; 2026Q2: 53 shares; 2026Q3: 53 shares 53 $3.1K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 23 shares 23 $3.05K <0.01% -1 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares; 2026Q3: 33 shares 33 $3.04K <0.01% +5 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 70 shares; 2025Q3: 80 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 95 shares; 2026Q3: 95 shares 95 $3.02K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 6 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares; 2026Q3: 11 shares 11 $3.02K <0.01% +3 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; 2024Q4: 3 shares; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3 $3K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,509 shares; 2025Q1: 2,516 shares; 2025Q2: 2,512 shares; 2025Q3: 2,499 shares; 2025Q4: 20 shares; 2026Q1: 26 shares; 2026Q2: 13 shares; 2026Q3: 16 shares 16 $2.98K <0.01% +3 Timeline