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; 2024Q3: not reported; 2024Q4: 42,596 shares; 2025Q1: 422,569 shares; 2025Q2: 430,686 shares; 2025Q3: 464,996 shares; 2025Q4: 666,551 shares; 2026Q1: 746,729 shares; 2026Q2: 754,941 shares 754,941 $39.5M 9.81% +8,212 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,899 shares; 2024Q4: 84,441 shares; 2025Q1: 84,603 shares; 2025Q2: 84,307 shares; 2025Q3: 84,263 shares; 2025Q4: 84,179 shares; 2026Q1: 84,583 shares; 2026Q2: 84,645 shares 84,645 $31.3M 7.78% +62 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773,553 shares; 2024Q4: 769,412 shares; 2025Q1: 762,538 shares; 2025Q2: 693,828 shares; 2025Q3: 685,737 shares; 2025Q4: 635,714 shares; 2026Q1: 619,238 shares; 2026Q2: 589,876 shares 589,876 $29.6M 7.34% -29,362 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,333 shares; 2026Q1: 802,351 shares; 2026Q2: 798,972 shares 798,972 $22M 5.46% -3,379 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,627 shares; 2024Q4: 38,483 shares; 2025Q1: 38,607 shares; 2025Q2: 33,254 shares; 2025Q3: 33,447 shares; 2025Q4: 31,213 shares; 2026Q1: 29,256 shares; 2026Q2: 29,036 shares 29,036 $19.9M 4.95% -220 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; 2024Q3: 756 shares; 2024Q4: 706 shares; 2025Q1: 607 shares; 2025Q2: 214,949 shares; 2025Q3: 214,971 shares; 2025Q4: 209,170 shares; 2026Q1: 213,651 shares; 2026Q2: 213,815 shares 213,815 $18.3M 4.54% +164 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,856 shares; 2024Q4: 948,434 shares; 2025Q1: 908,303 shares; 2025Q2: 604,777 shares; 2025Q3: 585,318 shares; 2025Q4: 560,792 shares; 2026Q1: 544,064 shares; 2026Q2: 541,958 shares 541,958 $15.7M 3.9% -2,106 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233 shares; 2024Q4: 275,066 shares; 2025Q1: 278,164 shares; 2025Q2: 192,331 shares; 2025Q3: 192,577 shares; 2025Q4: 193,760 shares; 2026Q1: 194,111 shares; 2026Q2: 149,517 shares 149,517 $14.1M 3.51% -44,594 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,553 shares; 2025Q1: 309,983 shares; 2025Q2: 307,088 shares; 2025Q3: 303,524 shares; 2025Q4: 301,238 shares; 2026Q1: 286,176 shares; 2026Q2: 284,386 shares 284,386 $13.3M 3.3% -1,790 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; 2024Q3: 103,891 shares; 2024Q4: 53,422 shares; 2025Q1: 53,776 shares; 2025Q2: 153,683 shares; 2025Q3: 154,829 shares; 2025Q4: 156,677 shares; 2026Q1: 157,609 shares; 2026Q2: 139,089 shares 139,089 $11.5M 2.84% -18,520 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,179 shares; 2024Q4: 17,190 shares; 2025Q1: 10,056 shares; 2025Q2: 8,250 shares; 2025Q3: 7,992 shares; 2025Q4: 168,976 shares; 2026Q1: 467,609 shares; 2026Q2: 473,448 shares 473,448 $10.7M 2.66% +5,839 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,195 shares; 2024Q4: 291,455 shares; 2025Q1: 283,732 shares; 2025Q2: 233,737 shares; 2025Q3: 230,453 shares; 2025Q4: 175,925 shares; 2026Q1: 168,318 shares; 2026Q2: 167,987 shares 167,987 $9.9M 2.46% -331 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,164 shares; 2024Q4: 11,291 shares; 2025Q1: 11,344 shares; 2025Q2: 11,346 shares; 2025Q3: 12,455 shares; 2025Q4: 12,084 shares; 2026Q1: 9,711 shares; 2026Q2: 8,159 shares 8,159 $9.79M 2.43% -1,552 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,907 shares; 2024Q4: 174,860 shares; 2025Q1: 177,051 shares; 2025Q2: 173,570 shares; 2025Q3: 173,191 shares; 2025Q4: 186,416 shares; 2026Q1: 185,895 shares; 2026Q2: 185,611 shares 185,611 $9.53M 2.37% -284 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,857 shares; 2024Q4: 19,408 shares; 2025Q1: 19,228 shares; 2025Q2: 19,174 shares; 2025Q3: 19,090 shares; 2025Q4: 18,937 shares; 2026Q1: 18,550 shares; 2026Q2: 110,032 shares 110,032 $9.48M 2.35% +91,482 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,541 shares; 2024Q4: 12,562 shares; 2025Q1: 12,778 shares; 2025Q2: 12,801 shares; 2025Q3: 13,134 shares; 2025Q4: 12,835 shares; 2026Q1: 10,660 shares; 2026Q2: 8,711 shares 8,711 $9.28M 2.3% -1,949 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,581 shares; 2024Q4: 104,210 shares; 2025Q1: 104,210 shares; 2025Q2: 104,210 shares; 2025Q3: 104,216 shares; 2025Q4: 104,216 shares; 2026Q1: 104,515 shares; 2026Q2: 104,699 shares 104,699 $8.19M 2.03% +184 Timeline VEXC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,170 shares; 2026Q2: 78,640 shares 78,640 $7.55M 1.87% -530 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,645 shares; 2026Q2: 73,805 shares 73,805 $7.44M 1.85% +160 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,715 shares; 2024Q4: 32,861 shares; 2025Q1: 32,801 shares; 2025Q2: 32,546 shares; 2025Q3: 32,886 shares; 2025Q4: 33,036 shares; 2026Q1: 30,119 shares; 2026Q2: 29,849 shares 29,849 $7.06M 1.75% -270 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,038 shares; 2024Q4: 2,177 shares; 2025Q1: 13,519 shares; 2025Q2: 13,534 shares; 2025Q3: 13,552 shares; 2025Q4: 13,221 shares; 2026Q1: 13,138 shares; 2026Q2: 13,069 shares 13,069 $6.54M 1.62% -69 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,455 shares; 2024Q4: 22,135 shares; 2025Q1: 24,296 shares; 2025Q2: 23,359 shares; 2025Q3: 23,320 shares; 2025Q4: 22,795 shares; 2026Q1: 21,357 shares; 2026Q2: 21,460 shares 21,460 $6.21M 1.54% +103 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,879 shares; 2026Q2: 57,890 shares 57,890 $6.02M 1.49% +53,011 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 514,857 shares; 2025Q3: 514,857 shares; 2025Q4: 465,381 shares; 2026Q1: 154,267 shares; 2026Q2: 153,873 shares 153,873 $4.41M 1.09% -394 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,847 shares; 2024Q4: 14,771 shares; 2025Q1: 15,142 shares; 2025Q2: 15,022 shares; 2025Q3: 14,946 shares; 2025Q4: 14,629 shares; 2026Q1: 9,898 shares; 2026Q2: 9,855 shares 9,855 $3.72M 0.92% -43 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,722 shares; 2024Q4: 70,981 shares; 2025Q1: 70,981 shares; 2025Q2: 70,981 shares; 2025Q3: 76,807 shares; 2025Q4: 78,104 shares; 2026Q1: 74,812 shares; 2026Q2: 74,812 shares 74,812 $3.55M 0.88% 0 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,486 shares; 2024Q4: 117,486 shares; 2025Q1: 116,636 shares; 2025Q2: 108,333 shares; 2025Q3: 106,560 shares; 2025Q4: 103,645 shares; 2026Q1: 75,858 shares; 2026Q2: 72,699 shares 72,699 $3.4M 0.84% -3,159 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,638 shares; 2024Q4: 7,644 shares; 2025Q1: 9,467 shares; 2025Q2: 9,398 shares; 2025Q3: 9,513 shares; 2025Q4: 9,112 shares; 2026Q1: 9,060 shares; 2026Q2: 8,967 shares 8,967 $3.2M 0.8% -93 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,276 shares; 2024Q4: 9,278 shares; 2025Q1: 9,336 shares; 2025Q2: 9,439 shares; 2025Q3: 9,441 shares; 2025Q4: 8,992 shares; 2026Q1: 8,753 shares; 2026Q2: 8,830 shares 8,830 $3.12M 0.77% +77 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,836 shares; 2026Q2: 68,836 shares 68,836 $3.1M 0.77% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,589 shares; 2025Q3: 19,620 shares; 2025Q4: 24,147 shares; 2026Q1: 34,717 shares; 2026Q2: 34,775 shares 34,775 $3.08M 0.76% +58 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,703 shares; 2024Q4: 9,818 shares; 2025Q1: 10,356 shares; 2025Q2: 10,303 shares; 2025Q3: 10,388 shares; 2025Q4: 9,773 shares; 2026Q1: 9,806 shares; 2026Q2: 9,806 shares 9,806 $2.34M 0.58% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 567 shares; 2026Q2: 44,422 shares 44,422 $2.31M 0.57% +43,855 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,242 shares; 2024Q4: 8,484 shares; 2025Q1: 8,528 shares; 2025Q2: 8,573 shares; 2025Q3: 8,576 shares; 2025Q4: 8,591 shares; 2026Q1: 7,342 shares; 2026Q2: 5,942 shares 5,942 $2.03M 0.5% -1,400 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,966 shares; 2024Q4: 20,690 shares; 2025Q1: 20,771 shares; 2025Q2: 20,722 shares; 2025Q3: 20,635 shares; 2025Q4: 20,344 shares; 2026Q1: 4,300 shares; 2026Q2: 4,311 shares 4,311 $1.86M 0.46% +11 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,272 shares 24,272 $1.84M 0.46% 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; 2024Q3: 9,816 shares; 2024Q4: 15,032 shares; 2025Q1: 7,835 shares; 2025Q2: 8,255 shares; 2025Q3: 8,637 shares; 2025Q4: 10,323 shares; 2026Q1: 13,342 shares; 2026Q2: 13,434 shares 13,434 $1.58M 0.39% +92 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620,643 shares; 2024Q4: 591,903 shares; 2025Q1: 42,936 shares; 2025Q2: 47,836 shares; 2025Q3: 47,563 shares; 2025Q4: 37,794 shares; 2026Q1: 32,998 shares; 2026Q2: 32,998 shares 32,998 $1.55M 0.39% 0 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,588 shares; 2024Q4: 197,170 shares; 2025Q1: 189,446 shares; 2025Q2: 114,643 shares; 2025Q3: 107,839 shares; 2025Q4: 86,521 shares; 2026Q1: 85,712 shares; 2026Q2: 86,344 shares 86,344 $1.53M 0.38% +632 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.37% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,953 shares; 2024Q4: 13,673 shares; 2025Q1: 13,694 shares; 2025Q2: 13,410 shares; 2025Q3: 13,138 shares; 2025Q4: 13,208 shares; 2026Q1: 8,641 shares; 2026Q2: 8,670 shares 8,670 $1.42M 0.35% +29 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,600 shares; 2024Q4: 5,661 shares; 2025Q1: 3,988 shares; 2025Q2: 4,039 shares; 2025Q3: 3,905 shares; 2025Q4: 3,608 shares; 2026Q1: 3,577 shares; 2026Q2: 3,506 shares 3,506 $1.31M 0.32% -71 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,648 shares; 2024Q4: 27,719 shares; 2025Q1: 23,810 shares; 2025Q2: 23,419 shares; 2025Q3: 23,280 shares; 2025Q4: 23,500 shares; 2026Q1: 23,613 shares; 2026Q2: 23,780 shares 23,780 $1.2M 0.3% +167 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,901 shares; 2025Q2: 5,947 shares; 2025Q3: 6,067 shares; 2025Q4: 5,884 shares; 2026Q1: 5,920 shares; 2026Q2: 5,918 shares 5,918 $1.18M 0.29% -2 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,415 shares; 2025Q2: 5,480 shares; 2025Q3: 5,487 shares; 2025Q4: 5,451 shares; 2026Q1: 5,426 shares; 2026Q2: 5,427 shares 5,427 $957K 0.24% +1 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,349 shares; 2024Q4: 24,838 shares; 2025Q1: 29,114 shares; 2025Q2: 28,985 shares; 2025Q3: 28,207 shares; 2025Q4: 27,978 shares; 2026Q1: 27,709 shares; 2026Q2: 27,198 shares 27,198 $920K 0.23% -511 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,242 shares; 2024Q4: 1,247 shares; 2025Q1: 1,807 shares; 2025Q2: 1,695 shares; 2025Q3: 2,725 shares; 2025Q4: 2,597 shares; 2026Q1: 2,575 shares; 2026Q2: 2,616 shares 2,616 $856K 0.21% +41 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,352 shares; 2024Q4: 678 shares; 2025Q1: 1,038 shares; 2025Q2: 979 shares; 2025Q3: 995 shares; 2025Q4: 922 shares; 2026Q1: 872 shares; 2026Q2: 602 shares 602 $695K 0.17% -270 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 3,701 shares; 2025Q2: 3,781 shares; 2025Q3: 6,432 shares; 2025Q4: 5,712 shares; 2026Q1: 5,718 shares; 2026Q2: 6,030 shares 6,030 $683K 0.17% +312 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,196 shares; 2024Q4: 31,857 shares; 2025Q1: 32,108 shares; 2025Q2: 5,715 shares; 2025Q3: 5,715 shares; 2025Q4: 14,621 shares; 2026Q1: 12,616 shares; 2026Q2: 12,616 shares 12,616 $597K 0.15% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,687 shares; 2024Q4: 15,264 shares; 2025Q1: 14,301 shares; 2025Q2: 12,084 shares; 2025Q3: 11,750 shares; 2025Q4: 11,759 shares; 2026Q1: 11,763 shares; 2026Q2: 11,655 shares 11,655 $575K 0.14% -108 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,143 shares; 2024Q4: 158,068 shares; 2025Q1: 157,764 shares; 2025Q2: 9,764 shares; 2025Q3: 9,764 shares; 2025Q4: 9,715 shares; 2026Q1: 9,715 shares; 2026Q2: 9,715 shares 9,715 $568K 0.14% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,764 shares; 2024Q4: 5,888 shares; 2025Q1: 6,128 shares; 2025Q2: 5,829 shares; 2025Q3: 5,953 shares; 2025Q4: 5,935 shares; 2026Q1: 6,029 shares; 2026Q2: 5,997 shares 5,997 $549K 0.14% -32 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,692 shares; 2024Q4: 7,546 shares; 2025Q1: 7,546 shares; 2025Q2: 7,595 shares; 2025Q3: 17,602 shares; 2025Q4: 18,244 shares; 2026Q1: 19,420 shares; 2026Q2: 19,439 shares 19,439 $538K 0.13% +19 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,353 shares; 2024Q4: 3,739 shares; 2025Q1: 4,386 shares; 2025Q2: 4,215 shares; 2025Q3: 4,209 shares; 2025Q4: 5,663 shares; 2026Q1: 5,341 shares; 2026Q2: 5,073 shares 5,073 $510K 0.13% -268 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223 shares; 2024Q4: 1,223 shares; 2025Q1: 1,574 shares; 2025Q2: 1,595 shares; 2025Q3: 1,939 shares; 2025Q4: 1,886 shares; 2026Q1: 1,882 shares; 2026Q2: 1,878 shares 1,878 $472K 0.12% -4 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 48 shares; 2025Q2: 49 shares; 2025Q3: 51 shares; 2025Q4: 448 shares; 2026Q1: 5,960 shares; 2026Q2: 6,213 shares 6,213 $443K 0.11% +253 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 639 shares; 2024Q4: 640 shares; 2025Q1: 292 shares; 2025Q2: 293 shares; 2025Q3: 1,153 shares; 2025Q4: 2,306 shares; 2026Q1: 2,307 shares; 2026Q2: 2,308 shares 2,308 $439K 0.11% +1 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,752 shares; 2024Q4: 29,821 shares; 2025Q1: 30,015 shares; 2025Q2: 30,260 shares; 2025Q3: 30,186 shares; 2025Q4: 7,663 shares; 2026Q1: 7,890 shares; 2026Q2: 7,904 shares 7,904 $406K 0.1% +14 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,126 shares; 2026Q2: 10,126 shares 10,126 $403K 0.1% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 140 shares; 2025Q1: 4,547 shares; 2025Q2: 4,317 shares; 2025Q3: 4,835 shares; 2025Q4: 3,873 shares; 2026Q1: 3,318 shares; 2026Q2: 2,885 shares 2,885 $402K 0.1% -433 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 377 shares; 2026Q2: 3,016 shares 3,016 $360K 0.09% +2,639 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 1,715 shares; 2025Q1: 1,814 shares; 2025Q2: 1,816 shares; 2025Q3: 1,573 shares; 2025Q4: 1,575 shares; 2026Q1: 1,486 shares; 2026Q2: 1,488 shares 1,488 $316K 0.08% +2 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699 shares; 2024Q4: 704 shares; 2025Q1: 1,459 shares; 2025Q2: 1,265 shares; 2025Q3: 1,342 shares; 2025Q4: 1,212 shares; 2026Q1: 1,158 shares; 2026Q2: 1,205 shares 1,205 $306K 0.08% +47 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 73 shares; 2025Q1: 515 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 415 shares; 2026Q2: 415 shares 415 $305K 0.08% 0 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 86,266 shares; 2025Q1: 86,266 shares; 2025Q2: 86,266 shares; 2025Q3: 86,266 shares; 2025Q4: 12,643 shares; 2026Q1: 12,643 shares; 2026Q2: 12,643 shares 12,643 $302K 0.07% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,972 shares; 2024Q4: 1,975 shares; 2025Q1: 2,412 shares; 2025Q2: 2,393 shares; 2025Q3: 2,884 shares; 2025Q4: 2,815 shares; 2026Q1: 2,758 shares; 2026Q2: 3,123 shares 3,123 $283K 0.07% +365 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,086 shares; 2024Q4: 3,095 shares; 2025Q1: 3,226 shares; 2025Q2: 3,209 shares; 2025Q3: 3,212 shares; 2025Q4: 3,156 shares; 2026Q1: 3,158 shares; 2026Q2: 3,159 shares 3,159 $277K 0.07% +1 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,355 shares; 2024Q4: 4,355 shares; 2025Q1: 4,355 shares; 2025Q2: 4,355 shares; 2025Q3: 6,532 shares; 2025Q4: 6,532 shares; 2026Q1: 6,532 shares; 2026Q2: 6,532 shares 6,532 $276K 0.07% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 182 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 1,297 shares; 2026Q2: 1,709 shares 1,709 $270K 0.07% +412 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 201 shares; 2025Q1: 272 shares; 2025Q2: 271 shares; 2025Q3: 267 shares; 2025Q4: 266 shares; 2026Q1: 273 shares; 2026Q2: 288 shares 288 $269K 0.07% +15 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 513 shares; 2025Q1: 536 shares; 2025Q2: 355 shares; 2025Q3: 333 shares; 2025Q4: 334 shares; 2026Q1: 335 shares; 2026Q2: 336 shares 336 $251K 0.06% +1 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,097 shares; 2024Q4: 2,826 shares; 2025Q1: 2,821 shares; 2025Q2: 2,711 shares; 2025Q3: 2,711 shares; 2025Q4: 2,711 shares; 2026Q1: 2,711 shares; 2026Q2: 2,645 shares 2,645 $239K 0.06% -66 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,207 shares; 2024Q4: 1,207 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 2,715 shares; 2026Q1: 2,371 shares; 2026Q2: 2,371 shares 2,371 $235K 0.06% 0 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,499 shares; 2024Q4: 11,499 shares; 2025Q1: 12,712 shares; 2025Q2: 10,115 shares; 2025Q3: 5,220 shares; 2025Q4: 5,133 shares; 2026Q1: 5,133 shares; 2026Q2: 5,133 shares 5,133 $233K 0.06% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: 3,228 shares; 2025Q1: 2,169 shares; 2025Q2: 2,190 shares; 2025Q3: 7,774 shares; 2025Q4: 7,792 shares; 2026Q1: 7,807 shares; 2026Q2: 7,194 shares 7,194 $228K 0.06% -613 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; 2024Q3: 873 shares; 2024Q4: 1,140 shares; 2025Q1: 966 shares; 2025Q2: 970 shares; 2025Q3: 976 shares; 2025Q4: 1,080 shares; 2026Q1: 1,851 shares; 2026Q2: 2,205 shares 2,205 $202K 0.05% +354 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,665 shares; 2026Q1: 5,127 shares; 2026Q2: 5,040 shares 5,040 $202K 0.05% -87 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 114 shares; 2025Q1: 423 shares; 2025Q2: 356 shares; 2025Q3: 818 shares; 2025Q4: 663 shares; 2026Q1: 870 shares; 2026Q2: 1,196 shares 1,196 $198K 0.05% +326 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 426 shares; 2025Q1: 627 shares; 2025Q2: 636 shares; 2025Q3: 611 shares; 2025Q4: 593 shares; 2026Q1: 556 shares; 2026Q2: 565 shares 565 $193K 0.05% +9 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293 shares; 2024Q4: 313 shares; 2025Q1: 602 shares; 2025Q2: 573 shares; 2025Q3: 570 shares; 2025Q4: 493 shares; 2026Q1: 333 shares; 2026Q2: 341 shares 341 $192K 0.05% +8 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,796 shares; 2026Q2: 1,796 shares 1,796 $187K 0.05% 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; 2024Q3: 504 shares; 2024Q4: 506 shares; 2025Q1: 624 shares; 2025Q2: 608 shares; 2025Q3: 610 shares; 2025Q4: 609 shares; 2026Q1: 555 shares; 2026Q2: 468 shares 468 $186K 0.05% -87 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 637 shares; 2024Q4: 547 shares; 2025Q1: 761 shares; 2025Q2: 936 shares; 2025Q3: 945 shares; 2025Q4: 886 shares; 2026Q1: 873 shares; 2026Q2: 875 shares 875 $183K 0.05% +2 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 395 shares; 2025Q1: 2,045 shares; 2025Q2: 2,238 shares; 2025Q3: 2,168 shares; 2025Q4: 1,643 shares; 2026Q1: 1,613 shares; 2026Q2: 1,555 shares 1,555 $182K 0.05% -58 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161 shares; 2026Q1: 886 shares; 2026Q2: 889 shares 889 $170K 0.04% +3 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 1,743 shares; 2025Q1: 1,747 shares; 2025Q2: 1,750 shares; 2025Q3: 1,755 shares; 2025Q4: 1,759 shares; 2026Q1: 1,549 shares; 2026Q2: 1,552 shares 1,552 $166K 0.04% +3 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,485 shares; 2025Q4: 22,892 shares; 2026Q1: 6,168 shares; 2026Q2: 6,168 shares 6,168 $165K 0.04% 0 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,070 shares; 2024Q4: 3,960 shares; 2025Q1: 3,960 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,638 shares; 2026Q1: 2,638 shares; 2026Q2: 2,638 shares 2,638 $157K 0.04% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: 378 shares; 2025Q1: 1,074 shares; 2025Q2: 942 shares; 2025Q3: 967 shares; 2025Q4: 843 shares; 2026Q1: 850 shares; 2026Q2: 1,064 shares 1,064 $156K 0.04% +214 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 51 shares; 2025Q1: 3,139 shares; 2025Q2: 3,322 shares; 2025Q3: 3,171 shares; 2025Q4: 2,661 shares; 2026Q1: 2,572 shares; 2026Q2: 2,716 shares 2,716 $154K 0.04% +144 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,602 shares; 2024Q4: 1,610 shares; 2025Q1: 1,412 shares; 2025Q2: 1,400 shares; 2025Q3: 1,568 shares; 2025Q4: 1,403 shares; 2026Q1: 1,595 shares; 2026Q2: 1,599 shares 1,599 $154K 0.04% +4 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,036 shares; 2024Q4: 5,923 shares; 2025Q1: 727 shares; 2025Q2: 661 shares; 2025Q3: 667 shares; 2025Q4: 645 shares; 2026Q1: 617 shares; 2026Q2: 590 shares 590 $150K 0.04% -27 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 334 shares; 2025Q2: 444 shares; 2025Q3: 484 shares; 2025Q4: 437 shares; 2026Q1: 563 shares; 2026Q2: 563 shares 563 $146K 0.04% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188 shares; 2024Q4: 202 shares; 2025Q1: 450 shares; 2025Q2: 467 shares; 2025Q3: 425 shares; 2025Q4: 347 shares; 2026Q1: 349 shares; 2026Q2: 399 shares 399 $140K 0.03% +50 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390 shares; 2024Q4: 382 shares; 2025Q1: 670 shares; 2025Q2: 651 shares; 2025Q3: 550 shares; 2025Q4: 494 shares; 2026Q1: 489 shares; 2026Q2: 496 shares 496 $139K 0.03% +7 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 222 shares; 2025Q1: 388 shares; 2025Q2: 404 shares; 2025Q3: 391 shares; 2025Q4: 371 shares; 2026Q1: 373 shares; 2026Q2: 372 shares 372 $134K 0.03% -1 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 192 shares; 2025Q1: 253 shares; 2025Q2: 358 shares; 2025Q3: 583 shares; 2025Q4: 583 shares; 2026Q1: 564 shares; 2026Q2: 564 shares 564 $134K 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; 2024Q3: 800 shares; 2024Q4: 951 shares; 2025Q1: 3,509 shares; 2025Q2: 3,509 shares; 2025Q3: 3,529 shares; 2025Q4: 2,998 shares; 2026Q1: 2,953 shares; 2026Q2: 3,111 shares 3,111 $131K 0.03% +158 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 412 shares; 2026Q2: 412 shares 412 $126K 0.03% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261 shares; 2024Q4: 196 shares; 2025Q1: 985 shares; 2025Q2: 849 shares; 2025Q3: 1,032 shares; 2025Q4: 980 shares; 2026Q1: 980 shares; 2026Q2: 980 shares 980 $125K 0.03% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: 556 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 871 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 825 shares 825 $125K 0.03% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 402 shares; 2025Q1: 570 shares; 2025Q2: 593 shares; 2025Q3: 591 shares; 2025Q4: 563 shares; 2026Q1: 581 shares; 2026Q2: 560 shares 560 $123K 0.03% -21 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 225 shares; 2025Q1: 279 shares; 2025Q2: 270 shares; 2025Q3: 471 shares; 2025Q4: 479 shares; 2026Q1: 479 shares; 2026Q2: 457 shares 457 $123K 0.03% -22 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: 900 shares; 2025Q1: 907 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 109 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $123K 0.03% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 919 shares; 2025Q2: 1,103 shares; 2025Q3: 1,211 shares; 2025Q4: 879 shares; 2026Q1: 879 shares; 2026Q2: 879 shares 879 $120K 0.03% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $120K 0.03% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,932 shares; 2025Q2: 1,932 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: 1,932 shares; 2026Q2: 1,932 shares 1,932 $119K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 1,786 shares; 2025Q2: 1,391 shares; 2025Q3: 1,293 shares; 2025Q4: 949 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $118K 0.03% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 378 shares; 2025Q4: 380 shares; 2026Q1: 380 shares; 2026Q2: 350 shares 350 $115K 0.03% -30 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515 shares; 2024Q4: 516 shares; 2025Q1: 844 shares; 2025Q2: 815 shares; 2025Q3: 790 shares; 2025Q4: 729 shares; 2026Q1: 764 shares; 2026Q2: 718 shares 718 $105K 0.03% -46 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,464 shares; 2024Q4: 2,471 shares; 2025Q1: 2,478 shares; 2025Q2: 2,485 shares; 2025Q3: 2,490 shares; 2025Q4: 2,496 shares; 2026Q1: 2,496 shares; 2026Q2: 2,496 shares 2,496 $104K 0.03% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,477 shares; 2025Q2: 1,744 shares; 2025Q3: 1,740 shares; 2025Q4: 1,627 shares; 2026Q1: 2,467 shares; 2026Q2: 2,395 shares 2,395 $103K 0.03% -72 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 104 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101 $102K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 328 shares; 2025Q2: 460 shares; 2025Q3: 491 shares; 2025Q4: 456 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $102K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 139 shares; 2025Q2: 213 shares; 2025Q3: 227 shares; 2025Q4: 211 shares; 2026Q1: 197 shares; 2026Q2: 171 shares 171 $99K 0.02% -26 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; 2024Q3: 345 shares; 2024Q4: 72 shares; 2025Q1: 1,283 shares; 2025Q2: 1,322 shares; 2025Q3: 1,292 shares; 2025Q4: 1,091 shares; 2026Q1: 997 shares; 2026Q2: 954 shares 954 $98K 0.02% -43 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares; 2026Q2: 1,132 shares 1,132 $93K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 207 shares; 2025Q2: 115 shares; 2025Q3: 193 shares; 2025Q4: 159 shares; 2026Q1: 211 shares; 2026Q2: 215 shares 215 $89K 0.02% +4 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 2,051 shares; 2025Q2: 1,617 shares; 2025Q3: 1,558 shares; 2025Q4: 1,209 shares; 2026Q1: 985 shares; 2026Q2: 1,071 shares 1,071 $88K 0.02% +86 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $87K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322 shares; 2024Q4: 323 shares; 2025Q1: 442 shares; 2025Q2: 422 shares; 2025Q3: 433 shares; 2025Q4: 428 shares; 2026Q1: 538 shares; 2026Q2: 560 shares 560 $87K 0.02% +22 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 393 shares; 2025Q2: 512 shares; 2025Q3: 563 shares; 2025Q4: 548 shares; 2026Q1: 516 shares; 2026Q2: 516 shares 516 $87K 0.02% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $87K 0.02% 0 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; 2024Q3: 258 shares; 2024Q4: 259 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 292 shares; 2025Q4: 277 shares; 2026Q1: 277 shares; 2026Q2: 277 shares 277 $87K 0.02% 0 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 520,533 shares; 2025Q2: 520,411 shares; 2025Q3: 520,411 shares; 2025Q4: 515,023 shares; 2026Q1: 3,183 shares; 2026Q2: 3,183 shares 3,183 $87K 0.02% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,062 shares; 2026Q1: 1,064 shares; 2026Q2: 1,066 shares 1,066 $86K 0.02% +2 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 199 shares; 2025Q2: 186 shares; 2025Q3: 209 shares; 2025Q4: 202 shares; 2026Q1: 198 shares; 2026Q2: 215 shares 215 $83K 0.02% +17 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 266 shares; 2025Q2: 254 shares; 2025Q3: 272 shares; 2025Q4: 241 shares; 2026Q1: 188 shares; 2026Q2: 198 shares 198 $83K 0.02% +10 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524 shares; 2024Q4: 524 shares; 2025Q1: 693 shares; 2025Q2: 665 shares; 2025Q3: 717 shares; 2025Q4: 585 shares; 2026Q1: 582 shares; 2026Q2: 582 shares 582 $83K 0.02% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,260 shares; 2025Q1: 1,277 shares; 2025Q2: 1,060 shares; 2025Q3: 1,048 shares; 2025Q4: 1,053 shares; 2026Q1: 1,055 shares; 2026Q2: 1,057 shares 1,057 $81K 0.02% +2 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,888 shares; 2024Q4: 3,866 shares; 2025Q1: 3,978 shares; 2025Q2: 3,997 shares; 2025Q3: 4,014 shares; 2025Q4: 4,040 shares; 2026Q1: 4,060 shares; 2026Q2: 359 shares 359 $80K 0.02% -3,701 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 1,419 shares; 2025Q2: 1,386 shares; 2025Q3: 1,091 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares; 2026Q2: 1,392 shares 1,392 $80K 0.02% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 266 shares 266 $80K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 709 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 709 shares; 2026Q2: 709 shares 709 $80K 0.02% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $79K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 129 shares; 2025Q1: 301 shares; 2025Q2: 279 shares; 2025Q3: 253 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 262 shares 262 $78K 0.02% +18 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 839 shares; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 839 shares; 2026Q1: 839 shares; 2026Q2: 839 shares 839 $77K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 146 shares; 2025Q1: 191 shares; 2025Q2: 193 shares; 2025Q3: 195 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 147 shares 147 $76K 0.02% +14 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 301 shares; 2025Q2: 290 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 293 shares; 2026Q2: 293 shares 293 $76K 0.02% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,715 shares; 2024Q4: 2,759 shares; 2025Q1: 1,025 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 804 shares; 2026Q1: 804 shares; 2026Q2: 808 shares 808 $75K 0.02% +4 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 230 shares; 2025Q2: 225 shares; 2025Q3: 164 shares; 2025Q4: 151 shares; 2026Q1: 147 shares; 2026Q2: 146 shares 146 $75K 0.02% -1 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; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $73K 0.02% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 270 shares; 2025Q3: 276 shares; 2025Q4: 233 shares; 2026Q1: 196 shares; 2026Q2: 168 shares 168 $72K 0.02% -28 ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199 shares; 2024Q4: 182 shares; 2025Q1: 265 shares; 2025Q2: 240 shares; 2025Q3: 256 shares; 2025Q4: 258 shares; 2026Q1: 258 shares; 2026Q2: 258 shares 258 $69K 0.02% 0 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 553 shares; 2025Q4: 662 shares; 2026Q1: 662 shares; 2026Q2: 662 shares 662 $69K 0.02% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 481 shares; 2024Q4: 467 shares; 2025Q1: 789 shares; 2025Q2: 432 shares; 2025Q3: 493 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 509 shares 509 $68K 0.02% +54 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,358 shares; 2025Q2: 1,017 shares; 2025Q3: 1,124 shares; 2025Q4: 948 shares; 2026Q1: 895 shares; 2026Q2: 895 shares 895 $68K 0.02% 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; 2024Q3: 291 shares; 2024Q4: 292 shares; 2025Q1: 369 shares; 2025Q2: 378 shares; 2025Q3: 354 shares; 2025Q4: 356 shares; 2026Q1: 462 shares; 2026Q2: 681 shares 681 $67K 0.02% +219 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 236 shares; 2025Q2: 439 shares; 2025Q3: 385 shares; 2025Q4: 293 shares; 2026Q1: 262 shares; 2026Q2: 331 shares 331 $66K 0.02% +69 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 308 shares; 2025Q2: 349 shares; 2025Q3: 371 shares; 2025Q4: 357 shares; 2026Q1: 360 shares; 2026Q2: 348 shares 348 $66K 0.02% -12 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 711 shares; 2024Q4: 848 shares; 2025Q1: 937 shares; 2025Q2: 978 shares; 2025Q3: 1,058 shares; 2025Q4: 866 shares; 2026Q1: 1,003 shares; 2026Q2: 950 shares 950 $66K 0.02% -53 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 75 shares; 2025Q1: 98 shares; 2025Q2: 93 shares; 2025Q3: 105 shares; 2025Q4: 102 shares; 2026Q1: 107 shares; 2026Q2: 103 shares 103 $64K 0.02% -4 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 493 shares; 2025Q2: 435 shares; 2025Q3: 469 shares; 2025Q4: 465 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $63K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 360 shares; 2025Q3: 485 shares; 2025Q4: 577 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $61K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299 shares; 2024Q4: 282 shares; 2025Q1: 295 shares; 2025Q2: 438 shares; 2025Q3: 388 shares; 2025Q4: 420 shares; 2026Q1: 470 shares; 2026Q2: 472 shares 472 $61K 0.02% +2 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $60K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $60K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 137 shares; 2025Q2: 110 shares; 2025Q3: 102 shares; 2025Q4: 118 shares; 2026Q1: 102 shares; 2026Q2: 82 shares 82 $59K 0.01% -20 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 173 shares 173 $58K 0.01% +9 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394 shares; 2024Q4: 317 shares; 2025Q1: 547 shares; 2025Q2: 541 shares; 2025Q3: 547 shares; 2025Q4: 462 shares; 2026Q1: 463 shares; 2026Q2: 463 shares 463 $58K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 159 shares; 2025Q2: 182 shares; 2025Q3: 82 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 260 shares 260 $58K 0.01% +207 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 685 shares; 2025Q2: 328 shares; 2025Q3: 211 shares; 2025Q4: 76 shares; 2026Q1: 1,287 shares; 2026Q2: 1,250 shares 1,250 $58K 0.01% -37 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 258 shares 258 $57K 0.01% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 89 shares; 2025Q2: 98 shares; 2025Q3: 92 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $55K 0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 61 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 196 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: 169 shares 169 $55K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 270 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $55K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492 shares; 2024Q4: 494 shares; 2025Q1: 589 shares; 2025Q2: 660 shares; 2025Q3: 610 shares; 2025Q4: 574 shares; 2026Q1: 575 shares; 2026Q2: 576 shares 576 $54K 0.01% +1 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 197 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $53K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 65 shares; 2025Q1: 191 shares; 2025Q2: 231 shares; 2025Q3: 234 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 156 shares 156 $52K 0.01% -57 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 181 shares; 2025Q2: 199 shares; 2025Q3: 196 shares; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 184 shares 184 $52K 0.01% -5 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 378 shares; 2025Q2: 393 shares; 2025Q3: 405 shares; 2025Q4: 351 shares; 2026Q1: 301 shares; 2026Q2: 274 shares 274 $50K 0.01% -27 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 163 shares; 2025Q2: 177 shares; 2025Q3: 178 shares; 2025Q4: 159 shares; 2026Q1: 158 shares; 2026Q2: 160 shares 160 $50K 0.01% +2 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 101 shares; 2025Q1: 102 shares; 2025Q2: 139 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 657 shares; 2026Q2: 658 shares 658 $50K 0.01% +1 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 670 shares; 2025Q2: 1,436 shares; 2025Q3: 1,446 shares; 2025Q4: 1,121 shares; 2026Q1: 1,111 shares; 2026Q2: 1,111 shares 1,111 $50K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213 shares; 2024Q4: 193 shares; 2025Q1: 444 shares; 2025Q2: 397 shares; 2025Q3: 400 shares; 2025Q4: 356 shares; 2026Q1: 328 shares; 2026Q2: 313 shares 313 $50K 0.01% -15 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 681 shares; 2026Q2: 672 shares 672 $50K 0.01% -9 UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 172 shares; 2025Q2: 224 shares; 2025Q3: 197 shares; 2025Q4: 183 shares; 2026Q1: 163 shares; 2026Q2: 181 shares 181 $49K 0.01% +18 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,786 shares; 2024Q4: 5,443 shares; 2025Q1: 4,763 shares; 2025Q2: 2,660 shares; 2025Q3: 2,105 shares; 2025Q4: 1,352 shares; 2026Q1: 812 shares; 2026Q2: 812 shares 812 $49K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 131 shares; 2025Q3: 126 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $48K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: 448 shares; 2025Q3: 408 shares; 2025Q4: 352 shares; 2026Q1: 332 shares; 2026Q2: 332 shares 332 $48K 0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 118 shares; 2025Q3: 147 shares; 2025Q4: 133 shares; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $48K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479 shares; 2024Q4: 2,395 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,395 shares; 2026Q1: 2,395 shares; 2026Q2: 2,395 shares 2,395 $48K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 424 shares; 2026Q1: 424 shares; 2026Q2: 424 shares 424 $48K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 356 shares; 2025Q2: 387 shares; 2025Q3: 684 shares; 2025Q4: 692 shares; 2026Q1: 821 shares; 2026Q2: 761 shares 761 $48K 0.01% -60 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 0 shares; 2026Q1: 295 shares; 2026Q2: 295 shares 295 $46K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 239 shares; 2025Q2: 222 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 313 shares; 2026Q2: 364 shares 364 $45K 0.01% +51 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 356 shares; 2025Q2: 356 shares; 2025Q3: 356 shares; 2025Q4: 356 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $45K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 333 shares; 2025Q2: 481 shares; 2025Q3: 497 shares; 2025Q4: 473 shares; 2026Q1: 511 shares; 2026Q2: 547 shares 547 $45K 0.01% +36 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 206 shares; 2025Q3: 208 shares; 2025Q4: 167 shares; 2026Q1: 90 shares; 2026Q2: 71 shares 71 $45K 0.01% -19 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 111 shares; 2025Q2: 112 shares; 2025Q3: 113 shares; 2025Q4: 107 shares; 2026Q1: 104 shares; 2026Q2: 101 shares 101 $45K 0.01% -3 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 53 shares; 2026Q1: 63 shares; 2026Q2: 134 shares 134 $45K 0.01% +71 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 986 shares; 2025Q2: 986 shares; 2025Q3: 990 shares; 2025Q4: 981 shares; 2026Q1: 981 shares; 2026Q2: 981 shares 981 $45K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114 shares; 2024Q4: 115 shares; 2025Q1: 191 shares; 2025Q2: 211 shares; 2025Q3: 193 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $44K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197 shares; 2025Q2: 241 shares; 2025Q3: 293 shares; 2025Q4: 307 shares; 2026Q1: 307 shares; 2026Q2: 402 shares 402 $43K 0.01% +95 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 128 shares; 2025Q2: 133 shares; 2025Q3: 134 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 121 shares 121 $43K 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; 2024Q3: 417 shares; 2024Q4: 425 shares; 2025Q1: 612 shares; 2025Q2: 619 shares; 2025Q3: 635 shares; 2025Q4: 538 shares; 2026Q1: 587 shares; 2026Q2: 593 shares 593 $42K 0.01% +6 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 288 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $42K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 76 shares; 2025Q3: 86 shares; 2025Q4: 134 shares; 2026Q1: 140 shares; 2026Q2: 176 shares 176 $42K 0.01% +36 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 296 shares; 2025Q2: 314 shares; 2025Q3: 315 shares; 2025Q4: 130 shares; 2026Q1: 153 shares; 2026Q2: 153 shares 153 $42K 0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 69 shares; 2026Q1: 94 shares; 2026Q2: 108 shares 108 $42K 0.01% +14 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 55 shares; 2025Q4: 56 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $41K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $41K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 386 shares; 2025Q4: 348 shares; 2026Q1: 354 shares; 2026Q2: 354 shares 354 $41K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 352 shares; 2025Q2: 410 shares; 2025Q3: 397 shares; 2025Q4: 361 shares; 2026Q1: 361 shares; 2026Q2: 439 shares 439 $40K 0.01% +78 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 0 shares; 2024Q4: 0 shares; 2025Q1: 332 shares; 2025Q2: 407 shares; 2025Q3: 565 shares; 2025Q4: 499 shares; 2026Q1: 412 shares; 2026Q2: 1,154 shares 1,154 $40K 0.01% +742 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 252 shares; 2025Q2: 253 shares; 2025Q3: 255 shares; 2025Q4: 257 shares; 2026Q1: 258 shares; 2026Q2: 259 shares 259 $40K 0.01% +1 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557 shares; 2024Q4: 559 shares; 2025Q1: 614 shares; 2025Q2: 633 shares; 2025Q3: 636 shares; 2025Q4: 637 shares; 2026Q1: 404 shares; 2026Q2: 404 shares 404 $39K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409 shares; 2024Q4: 409 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $39K 0.01% 0 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 556 shares; 2025Q1: 561 shares; 2025Q2: 565 shares; 2025Q3: 570 shares; 2025Q4: 574 shares; 2026Q1: 579 shares; 2026Q2: 583 shares 583 $39K 0.01% +4 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 208 shares; 2025Q1: 148 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 476 shares 476 $38K 0.01% +357 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: 70 shares; 2025Q2: 68 shares; 2025Q3: 70 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $38K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 654 shares; 2024Q4: 619 shares; 2025Q1: 784 shares; 2025Q2: 855 shares; 2025Q3: 824 shares; 2025Q4: 552 shares; 2026Q1: 404 shares; 2026Q2: 404 shares 404 $38K 0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 769 shares; 2026Q1: 769 shares; 2026Q2: 769 shares 769 $38K 0.01% 0 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 924 shares 924 $38K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 433 shares; 2025Q2: 398 shares; 2025Q3: 384 shares; 2025Q4: 332 shares; 2026Q1: 332 shares; 2026Q2: 332 shares 332 $37K 0.01% 0 Timeline NTDOY NINTENDO CO LTD SPON ADR -NEW- More: the full row for NINTENDO CO LTD SPON ADR -NEW- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,946 shares; 2025Q2: 2,946 shares; 2025Q3: 2,946 shares; 2025Q4: 2,946 shares; 2026Q1: 3,245 shares; 2026Q2: 3,533 shares 3,533 $37K 0.01% +288 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 447 shares; 2025Q3: 624 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 581 shares 581 $36K 0.01% +92 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,065 shares; 2025Q2: 560 shares; 2025Q3: 666 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 658 shares 658 $36K 0.01% -62 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 25 shares; 2025Q3: 34 shares; 2025Q4: 25 shares; 2026Q1: 71 shares; 2026Q2: 70 shares 70 $35K 0.01% -1 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 17 shares; 2025Q3: 18 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 112 shares 112 $33K 0.01% +97 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: 0 shares; 2026Q1: 165 shares; 2026Q2: 162 shares 162 $33K 0.01% -3 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 25 shares; 2025Q3: 26 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $32K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 143 shares; 2025Q3: 145 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 120 shares 120 $32K 0.01% -12 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $32K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247 shares; 2024Q4: 207 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 270 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 241 shares 241 $32K 0.01% +1 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,436 shares; 2025Q2: 1,019 shares; 2025Q3: 1,345 shares; 2025Q4: 1,376 shares; 2026Q1: 1,038 shares; 2026Q2: 1,366 shares 1,366 $32K 0.01% +328 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505 shares; 2024Q4: 506 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 517 shares; 2025Q4: 515 shares; 2026Q1: 506 shares; 2026Q2: 511 shares 511 $32K 0.01% +5 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $32K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: 121 shares; 2025Q3: 112 shares; 2025Q4: 113 shares; 2026Q1: 129 shares; 2026Q2: 142 shares 142 $31K 0.01% +13 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 84 shares; 2025Q2: 88 shares; 2025Q3: 89 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 108 shares 108 $31K 0.01% +26 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 772 shares; 2025Q2: 827 shares; 2025Q3: 967 shares; 2025Q4: 922 shares; 2026Q1: 922 shares; 2026Q2: 922 shares 922 $31K 0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 192 shares; 2025Q1: 616 shares; 2025Q2: 645 shares; 2025Q3: 429 shares; 2025Q4: 378 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $30K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 131 shares; 2025Q4: 119 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $30K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 376 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares; 2026Q2: 1,695 shares 1,695 $30K 0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 413 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 516 shares; 2026Q1: 437 shares; 2026Q2: 437 shares 437 $30K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 1,213 shares; 2025Q1: 1,343 shares; 2025Q2: 1,260 shares; 2025Q3: 1,264 shares; 2025Q4: 1,266 shares; 2026Q1: 1,252 shares; 2026Q2: 963 shares 963 $30K 0.01% -289 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 157 shares; 2025Q2: 158 shares; 2025Q3: 159 shares; 2025Q4: 135 shares; 2026Q1: 131 shares; 2026Q2: 132 shares 132 $30K 0.01% +1 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 171 shares; 2025Q4: 151 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $30K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: 89 shares; 2025Q3: 99 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 81 shares 81 $30K 0.01% +20 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97 shares; 2025Q2: 102 shares; 2025Q3: 99 shares; 2025Q4: 103 shares; 2026Q1: 94 shares; 2026Q2: 94 shares 94 $29K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 438 shares; 2025Q2: 476 shares; 2025Q3: 480 shares; 2025Q4: 351 shares; 2026Q1: 347 shares; 2026Q2: 347 shares 347 $29K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 71 shares; 2025Q2: 70 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $29K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 346 shares; 2025Q1: 490 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 512 shares; 2026Q1: 361 shares; 2026Q2: 371 shares 371 $28K 0.01% +10 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202 shares; 2024Q4: 203 shares; 2025Q1: 307 shares; 2025Q2: 309 shares; 2025Q3: 229 shares; 2025Q4: 279 shares; 2026Q1: 280 shares; 2026Q2: 281 shares 281 $28K 0.01% +1 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 223 shares; 2025Q2: 181 shares; 2025Q3: 215 shares; 2025Q4: 189 shares; 2026Q1: 193 shares; 2026Q2: 188 shares 188 $28K 0.01% -5 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 86 shares; 2025Q3: 87 shares; 2025Q4: 64 shares; 2026Q1: 40 shares; 2026Q2: 30 shares 30 $28K 0.01% -10 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154 shares; 2024Q4: 20 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 140 shares; 2025Q4: 121 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $28K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 276 shares; 2025Q3: 279 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $28K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 248 shares; 2025Q2: 233 shares; 2025Q3: 212 shares; 2025Q4: 287 shares; 2026Q1: 351 shares; 2026Q2: 351 shares 351 $28K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 133 shares; 2025Q1: 1,641 shares; 2025Q2: 1,962 shares; 2025Q3: 985 shares; 2025Q4: 1,274 shares; 2026Q1: 1,266 shares; 2026Q2: 1,154 shares 1,154 $27K 0.01% -112 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 168 shares; 2025Q2: 220 shares; 2025Q3: 195 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $27K 0.01% 0 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,523 shares; 2024Q4: 168,807 shares; 2025Q1: 676 shares; 2025Q2: 682 shares; 2025Q3: 623 shares; 2025Q4: 645 shares; 2026Q1: 642 shares; 2026Q2: 626 shares 626 $27K 0.01% -16 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 89 shares 89 $26K 0.01% +3 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 537 shares; 2024Q4: 880 shares; 2025Q1: 883 shares; 2025Q2: 892 shares; 2025Q3: 868 shares; 2025Q4: 879 shares; 2026Q1: 885 shares; 2026Q2: 357 shares 357 $26K 0.01% -528 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: 147 shares; 2025Q3: 174 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 287 shares 287 $26K 0.01% +170 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 106 shares; 2025Q4: 94 shares; 2026Q1: 173 shares; 2026Q2: 205 shares 205 $26K 0.01% +32 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; 2024Q3: not reported; 2024Q4: 53 shares; 2025Q1: 158 shares; 2025Q2: 152 shares; 2025Q3: 144 shares; 2025Q4: 127 shares; 2026Q1: 158 shares; 2026Q2: 124 shares 124 $26K 0.01% -34 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $26K 0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 109 shares; 2025Q4: 110 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $25K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 291 shares 291 $25K 0.01% +5 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 199 shares; 2025Q2: 162 shares; 2025Q3: 142 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $25K 0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 289 shares; 2025Q4: 441 shares; 2026Q1: 441 shares; 2026Q2: 441 shares 441 $25K 0.01% 0 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; 2024Q3: 322 shares; 2024Q4: 324 shares; 2025Q1: 325 shares; 2025Q2: 327 shares; 2025Q3: 328 shares; 2025Q4: 330 shares; 2026Q1: 332 shares; 2026Q2: 334 shares 334 $25K 0.01% +2 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 1 shares; 2025Q1: 38 shares; 2025Q2: 25 shares; 2025Q3: 26 shares; 2025Q4: 28 shares; 2026Q1: 25 shares; 2026Q2: 26 shares 26 $25K 0.01% +1 RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416 shares; 2024Q4: 417 shares; 2025Q1: 419 shares; 2025Q2: 420 shares; 2025Q3: 421 shares; 2025Q4: 422 shares; 2026Q1: 424 shares; 2026Q2: 425 shares 425 $25K 0.01% +1 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 41 shares; 2025Q3: 59 shares; 2025Q4: 78 shares; 2026Q1: 127 shares; 2026Q2: 121 shares 121 $24K 0.01% -6 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 62 shares 62 $24K 0.01% +51 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: 55 shares; 2025Q3: 57 shares; 2025Q4: 45 shares; 2026Q1: 36 shares; 2026Q2: 59 shares 59 $24K 0.01% +23 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 421 shares; 2025Q2: 437 shares; 2025Q3: 138 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $24K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: 183 shares; 2025Q3: 323 shares; 2025Q4: 266 shares; 2026Q1: 329 shares; 2026Q2: 329 shares 329 $24K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 167 shares; 2025Q3: 207 shares; 2025Q4: 208 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $24K 0.01% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 163 shares 163 $24K 0.01% +96 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78 shares; 2024Q4: 78 shares; 2025Q1: 248 shares; 2025Q2: 242 shares; 2025Q3: 233 shares; 2025Q4: 218 shares; 2026Q1: 229 shares; 2026Q2: 229 shares 229 $24K 0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 94 shares; 2025Q2: 245 shares; 2025Q3: 235 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $24K 0.01% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 203 shares; 2025Q3: 159 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 161 shares 161 $23K 0.01% +1 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 837 shares; 2025Q2: 595 shares; 2025Q3: 560 shares; 2025Q4: 396 shares; 2026Q1: 396 shares; 2026Q2: 396 shares 396 $23K 0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $23K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: 128 shares; 2025Q3: 165 shares; 2025Q4: 121 shares; 2026Q1: 120 shares; 2026Q2: 119 shares 119 $23K 0.01% -1 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 60 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 75 shares; 2026Q2: 142 shares 142 $23K 0.01% +67 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 323 shares; 2026Q1: 323 shares; 2026Q2: 323 shares 323 $23K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 1,486 shares; 2026Q1: 1,486 shares; 2026Q2: 1,486 shares 1,486 $23K 0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 402 shares; 2025Q4: 341 shares; 2026Q1: 323 shares; 2026Q2: 310 shares 310 $23K 0.01% -13 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $23K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 262 shares; 2025Q1: 983 shares; 2025Q2: 1,281 shares; 2025Q3: 1,429 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares; 2026Q2: 1,042 shares 1,042 $23K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 85 shares; 2025Q4: 65 shares; 2026Q1: 60 shares; 2026Q2: 82 shares 82 $22K 0.01% +22 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 47 shares; 2025Q3: 41 shares; 2025Q4: 42 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $22K 0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 163 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 225 shares; 2026Q1: 197 shares; 2026Q2: 197 shares 197 $22K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $21K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares 92 $21K 0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 356 shares; 2026Q1: 681 shares; 2026Q2: 877 shares 877 $21K 0.01% +196 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 822 shares; 2025Q2: 854 shares; 2025Q3: 693 shares; 2025Q4: 661 shares; 2026Q1: 661 shares; 2026Q2: 661 shares 661 $21K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 183 shares; 2025Q3: 185 shares; 2025Q4: 177 shares; 2026Q1: 185 shares; 2026Q2: 164 shares 164 $21K 0.01% -21 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: 1,021 shares; 2025Q3: 776 shares; 2025Q4: 638 shares; 2026Q1: 893 shares; 2026Q2: 803 shares 803 $21K 0.01% -90 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 153 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 157 shares; 2025Q4: 156 shares; 2026Q1: 157 shares; 2026Q2: 154 shares 154 $21K 0.01% -3 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; 2024Q3: 1,251 shares; 2024Q4: 574 shares; 2025Q1: 2,677 shares; 2025Q2: 4,881 shares; 2025Q3: 2,280 shares; 2025Q4: 1,471 shares; 2026Q1: 1,471 shares; 2026Q2: 1,471 shares 1,471 $20K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 79 shares; 2025Q4: 112 shares; 2026Q1: 135 shares; 2026Q2: 132 shares 132 $20K <0.01% -3 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $20K <0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 5 shares; 2026Q1: 4 shares; 2026Q2: 107 shares 107 $19K <0.01% +103 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 65 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $19K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 46 shares; 2025Q3: 45 shares; 2025Q4: 47 shares; 2026Q1: 55 shares; 2026Q2: 76 shares 76 $19K <0.01% +21 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 157 shares 157 $19K <0.01% +118 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 101 shares; 2025Q3: 60 shares; 2025Q4: 76 shares; 2026Q1: 149 shares; 2026Q2: 180 shares 180 $19K <0.01% +31 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 598 shares; 2025Q2: 485 shares; 2025Q3: 546 shares; 2025Q4: 481 shares; 2026Q1: 396 shares; 2026Q2: 396 shares 396 $19K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 138 shares; 2025Q3: 94 shares; 2025Q4: 95 shares; 2026Q1: 117 shares; 2026Q2: 117 shares 117 $19K <0.01% 0 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,017 shares; 2024Q4: 16,493 shares; 2025Q1: 15,995 shares; 2025Q2: 10,807 shares; 2025Q3: 10,741 shares; 2025Q4: 10,721 shares; 2026Q1: 389 shares; 2026Q2: 389 shares 389 $19K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 143 shares 143 $19K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 105 shares; 2025Q3: 157 shares; 2025Q4: 158 shares; 2026Q1: 159 shares; 2026Q2: 111 shares 111 $19K <0.01% -48 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278 shares; 2024Q4: 265 shares; 2025Q1: 370 shares; 2025Q2: 372 shares; 2025Q3: 375 shares; 2025Q4: 353 shares; 2026Q1: 167 shares; 2026Q2: 113 shares 113 $18K <0.01% -54 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 296 shares; 2025Q2: 318 shares; 2025Q3: 325 shares; 2025Q4: 293 shares; 2026Q1: 222 shares; 2026Q2: 461 shares 461 $18K <0.01% +239 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 119 shares; 2025Q4: 46 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $18K <0.01% 0 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; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $18K <0.01% 0 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; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 407 shares; 2025Q4: 539 shares; 2026Q1: 567 shares; 2026Q2: 534 shares 534 $18K <0.01% -33 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $18K <0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $18K <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; 2024Q3: not reported; 2024Q4: 413 shares; 2025Q1: 424 shares; 2025Q2: 425 shares; 2025Q3: 430 shares; 2025Q4: 431 shares; 2026Q1: 349 shares; 2026Q2: 350 shares 350 $18K <0.01% +1 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 234 shares; 2025Q1: 377 shares; 2025Q2: 330 shares; 2025Q3: 355 shares; 2025Q4: 296 shares; 2026Q1: 297 shares; 2026Q2: 298 shares 298 $18K <0.01% +1 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 50 shares; 2025Q3: 51 shares; 2025Q4: 72 shares; 2026Q1: 92 shares; 2026Q2: 94 shares 94 $18K <0.01% +2 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 194 shares; 2025Q3: 196 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 163 shares 163 $18K <0.01% +2 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 171 shares 171 $18K <0.01% +133 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 663 shares; 2024Q4: 496 shares; 2025Q1: 523 shares; 2025Q2: 362 shares; 2025Q3: 371 shares; 2025Q4: 362 shares; 2026Q1: 362 shares; 2026Q2: 362 shares 362 $18K <0.01% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $18K <0.01% 0 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $18K <0.01% 0 Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 612 shares; 2025Q4: 413 shares; 2026Q1: 798 shares; 2026Q2: 561 shares 561 $18K <0.01% -237 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 291 shares; 2025Q2: 351 shares; 2025Q3: 354 shares; 2025Q4: 231 shares; 2026Q1: 228 shares; 2026Q2: 228 shares 228 $17K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $17K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $17K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 72 shares; 2025Q2: 36 shares; 2025Q3: 37 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 24 shares 24 $17K <0.01% -9 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 74 shares; 2025Q3: 80 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $17K <0.01% 0 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $17K <0.01% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: 109 shares; 2025Q3: 84 shares; 2025Q4: 68 shares; 2026Q1: 77 shares; 2026Q2: 356 shares 356 $17K <0.01% +279 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $17K <0.01% 0 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,069 shares; 2024Q4: 10,757 shares; 2025Q1: 10,757 shares; 2025Q2: 6,173 shares; 2025Q3: 6,813 shares; 2025Q4: 6,813 shares; 2026Q1: 363 shares; 2026Q2: 363 shares 363 $17K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 112 shares 112 $16K <0.01% +68 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 117 shares; 2025Q4: 107 shares; 2026Q1: 92 shares; 2026Q2: 91 shares 91 $16K <0.01% -1 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 246 shares; 2025Q2: 218 shares; 2025Q3: 241 shares; 2025Q4: 207 shares; 2026Q1: 264 shares; 2026Q2: 227 shares 227 $16K <0.01% -37 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $16K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 140 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $16K <0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 71 shares; 2025Q3: 91 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 45 shares 45 $16K <0.01% -35 Timeline BANK AMER CORP DEP SHS REPS… BANK AMER CORP DEP SHS REPSTG More: the full row for BANK AMER CORP DEP SHS REPSTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $16K <0.01% 0 XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 361 shares; 2025Q2: 362 shares; 2025Q3: 363 shares; 2025Q4: 282 shares; 2026Q1: 284 shares; 2026Q2: 286 shares 286 $15K <0.01% +2 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 32 shares; 2025Q3: 33 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $15K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 196 shares; 2025Q3: 199 shares; 2025Q4: 140 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $15K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $15K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 67 shares; 2025Q3: 93 shares; 2025Q4: 97 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $15K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $15K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103 shares; 2025Q2: 81 shares; 2025Q3: 104 shares; 2025Q4: 139 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $15K <0.01% 0 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $15K <0.01% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $15K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 808 shares; 2025Q1: 829 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 699 shares; 2026Q1: 555 shares; 2026Q2: 355 shares 355 $15K <0.01% -200 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 33 shares; 2025Q1: 37 shares; 2025Q2: 54 shares; 2025Q3: 32 shares; 2025Q4: 29 shares; 2026Q1: 35 shares; 2026Q2: 29 shares 29 $14K <0.01% -6 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 380 shares; 2025Q2: 435 shares; 2025Q3: 341 shares; 2025Q4: 683 shares; 2026Q1: 505 shares; 2026Q2: 1,105 shares 1,105 $14K <0.01% +600 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 59 shares; 2025Q3: 86 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $14K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 218 shares; 2025Q2: 235 shares; 2025Q3: 316 shares; 2025Q4: 278 shares; 2026Q1: 284 shares; 2026Q2: 268 shares 268 $14K <0.01% -16 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 65 shares; 2025Q3: 67 shares; 2025Q4: 46 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $14K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 165 shares; 2025Q3: 169 shares; 2025Q4: 150 shares; 2026Q1: 156 shares; 2026Q2: 156 shares 156 $14K <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $14K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193 shares; 2025Q2: 110 shares; 2025Q3: 138 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $14K <0.01% 0 Timeline CRH PLC ADS CRH PLC ADS More: the full row for CRH PLC ADS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 239 shares; 2025Q2: 129 shares; 2025Q3: 162 shares; 2025Q4: 129 shares; 2026Q1: 133 shares; 2026Q2: 133 shares 133 $14K <0.01% 0 LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 162 shares 162 $14K <0.01% +160 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 18 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $13K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 14 shares; 2025Q3: 17 shares; 2025Q4: 80 shares; 2026Q1: 149 shares; 2026Q2: 132 shares 132 $13K <0.01% -17 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; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 29 shares; 2026Q2: 149 shares 149 $13K <0.01% +120 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $13K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 51 shares; 2026Q1: 43 shares; 2026Q2: 28 shares 28 $13K <0.01% -15 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 15 shares; 2025Q3: 10 shares; 2025Q4: 8 shares; 2026Q1: 9 shares; 2026Q2: 13 shares 13 $13K <0.01% +4 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: 696 shares; 2025Q2: 586 shares; 2025Q3: 618 shares; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 518 shares 518 $13K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 510 shares; 2025Q3: 689 shares; 2025Q4: 505 shares; 2026Q1: 371 shares; 2026Q2: 602 shares 602 $13K <0.01% +231 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $13K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 185 shares; 2025Q3: 178 shares; 2025Q4: 154 shares; 2026Q1: 144 shares; 2026Q2: 45 shares 45 $12K <0.01% -99 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 164 shares; 2025Q2: 99 shares; 2025Q3: 93 shares; 2025Q4: 79 shares; 2026Q1: 89 shares; 2026Q2: 74 shares 74 $12K <0.01% -15 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: 148 shares; 2025Q3: 126 shares; 2025Q4: 54 shares; 2026Q1: 145 shares; 2026Q2: 214 shares 214 $12K <0.01% +69 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 137 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $12K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188 shares; 2025Q2: 344 shares; 2025Q3: 270 shares; 2025Q4: 167 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $12K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 21 shares; 2025Q4: 17 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $12K <0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 130 shares 130 $12K <0.01% +48 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 33 shares; 2025Q2: 29 shares; 2025Q3: 30 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $12K <0.01% 0 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 867 shares; 2025Q3: 645 shares; 2025Q4: 1,773 shares; 2026Q1: 326 shares; 2026Q2: 280 shares 280 $12K <0.01% -46 FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 325 shares; 2025Q4: 258 shares; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $12K <0.01% 0 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 273 shares 273 $12K <0.01% new Timeline PACIFIC G&E 5% RED 1ST PFD PACIFIC G&E 5% RED 1ST PFD More: the full row for PACIFIC G&E 5% RED 1ST PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $12K <0.01% 0 CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 67 shares; 2025Q3: 69 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 52 shares 52 $11K <0.01% -5 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 65 shares; 2025Q3: 163 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $11K <0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,295 shares; 2024Q4: 1,305 shares; 2025Q1: 472 shares; 2025Q2: 447 shares; 2025Q3: 452 shares; 2025Q4: 450 shares; 2026Q1: 453 shares; 2026Q2: 457 shares 457 $11K <0.01% +4 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 350 shares; 2025Q3: 249 shares; 2025Q4: 201 shares; 2026Q1: 363 shares; 2026Q2: 306 shares 306 $11K <0.01% -57 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 49 shares; 2025Q3: 45 shares; 2025Q4: 58 shares; 2026Q1: 104 shares; 2026Q2: 93 shares 93 $11K <0.01% -11 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 763 shares; 2025Q2: 420 shares; 2025Q3: 606 shares; 2025Q4: 497 shares; 2026Q1: 497 shares; 2026Q2: 497 shares 497 $11K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 47 shares; 2025Q3: 40 shares; 2025Q4: 38 shares; 2026Q1: 37 shares; 2026Q2: 36 shares 36 $11K <0.01% -1 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 40 shares; 2025Q4: 72 shares; 2026Q1: 121 shares; 2026Q2: 180 shares 180 $11K <0.01% +59 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $11K <0.01% 0 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; 2024Q3: not reported; 2024Q4: 317 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 107 shares; 2025Q4: 215 shares; 2026Q1: 216 shares; 2026Q2: 217 shares 217 $11K <0.01% +1 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 18 shares; 2025Q4: 24 shares; 2026Q1: 53 shares; 2026Q2: 51 shares 51 $11K <0.01% -2 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 307 shares; 2025Q2: 585 shares; 2025Q3: 473 shares; 2025Q4: 452 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $10K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 97 shares; 2025Q3: 100 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 88 shares 88 $10K <0.01% -4 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $10K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 217 shares; 2026Q1: 153 shares; 2026Q2: 153 shares 153 $10K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 267 shares; 2025Q2: 698 shares; 2025Q3: 641 shares; 2025Q4: 469 shares; 2026Q1: 399 shares; 2026Q2: 399 shares 399 $10K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 21 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $10K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 27 shares; 2025Q4: 33 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $10K <0.01% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 240 shares; 2025Q3: 232 shares; 2025Q4: 333 shares; 2026Q1: 326 shares; 2026Q2: 320 shares 320 $10K <0.01% -6 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $10K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 75 shares; 2025Q3: 106 shares; 2025Q4: 86 shares; 2026Q1: 102 shares; 2026Q2: 89 shares 89 $10K <0.01% -13 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74 shares; 2025Q2: 122 shares; 2025Q3: 126 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $10K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 74 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $10K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 5 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $10K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 415 shares; 2025Q2: 318 shares; 2025Q3: 322 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 81 shares 81 $10K <0.01% -163 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 49 shares 49 $10K <0.01% +28 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 80 shares; 2025Q3: 85 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 63 shares 63 $10K <0.01% +2 SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 175 shares; 2025Q3: 221 shares; 2025Q4: 296 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $10K <0.01% 0 FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 162 shares; 2025Q2: 100 shares; 2025Q3: 84 shares; 2025Q4: 110 shares; 2026Q1: 296 shares; 2026Q2: 187 shares 187 $9K <0.01% -109 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; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 38 shares; 2026Q2: 35 shares 35 $9K <0.01% -3 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 159 shares; 2025Q4: 132 shares; 2026Q1: 160 shares; 2026Q2: 125 shares 125 $9K <0.01% -35 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 283 shares; 2025Q2: 282 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 77 shares; 2026Q2: 77 shares 77 $9K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 13 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 476 shares 476 $9K <0.01% +246 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 47 shares; 2026Q2: 49 shares 49 $9K <0.01% +2 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 60 shares; 2025Q3: 56 shares; 2025Q4: 49 shares; 2026Q1: 39 shares; 2026Q2: 37 shares 37 $9K <0.01% -2 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 15 shares; 2025Q3: 35 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $9K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 155 shares; 2025Q4: 82 shares; 2026Q1: 92 shares; 2026Q2: 163 shares 163 $9K <0.01% +71 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $9K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 188 shares; 2025Q3: 244 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $9K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 67 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 103 shares; 2026Q2: 113 shares 113 $9K <0.01% +10 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258 shares; 2025Q4: 325 shares; 2026Q1: 334 shares; 2026Q2: 727 shares 727 $9K <0.01% +393 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; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 343 shares; 2025Q2: 344 shares; 2025Q3: 377 shares; 2025Q4: 263 shares; 2026Q1: 247 shares; 2026Q2: 235 shares 235 $9K <0.01% -12 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 56 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $9K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 114 shares; 2025Q2: 133 shares; 2025Q3: 113 shares; 2025Q4: 84 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $9K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77 shares; 2026Q2: 56 shares 56 $9K <0.01% -21 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 99 shares; 2025Q3: 79 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $9K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 57 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $9K <0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares; 2026Q2: 289 shares 289 $9K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $9K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 37 shares; 2025Q3: 45 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $9K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 113 shares; 2025Q4: 64 shares; 2026Q1: 72 shares; 2026Q2: 82 shares 82 $9K <0.01% +10 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 636 shares; 2025Q3: 689 shares; 2025Q4: 557 shares; 2026Q1: 557 shares; 2026Q2: 557 shares 557 $9K <0.01% 0 Timeline FCNCB FIRST CITIZENS BKCSHARES CL-B More: the full row for FIRST CITIZENS BKCSHARES CL-B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $9K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 717 shares; 2025Q2: 778 shares; 2025Q3: 298 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $8K <0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 33 shares; 2025Q3: 35 shares; 2025Q4: 19 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $8K <0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 82 shares; 2026Q2: 83 shares 83 $8K <0.01% +1 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93 shares; 2025Q2: 112 shares; 2025Q3: 115 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $8K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 103 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $8K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117 shares; 2025Q2: 46 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $8K <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; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 184 shares; 2025Q2: 215 shares; 2025Q3: 157 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $8K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 244 shares 244 $8K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 119 shares; 2025Q3: 109 shares; 2025Q4: 98 shares; 2026Q1: 130 shares; 2026Q2: 106 shares 106 $8K <0.01% -24 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 203 shares; 2025Q3: 387 shares; 2025Q4: 262 shares; 2026Q1: 273 shares; 2026Q2: 401 shares 401 $8K <0.01% +128 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $8K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $8K <0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: 63 shares; 2025Q3: 67 shares; 2025Q4: 20 shares; 2026Q1: 167 shares; 2026Q2: 152 shares 152 $8K <0.01% -15 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 99 shares; 2026Q2: 99 shares 99 $8K <0.01% 0 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 875 shares 875 $8K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $7K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $7K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 9 shares; 2026Q1: 18 shares; 2026Q2: 21 shares 21 $7K <0.01% +3 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $7K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 176 shares; 2025Q2: 182 shares; 2025Q3: 101 shares; 2025Q4: 109 shares; 2026Q1: 290 shares; 2026Q2: 203 shares 203 $7K <0.01% -87 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 16 shares; 2026Q2: 34 shares 34 $7K <0.01% +18 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $7K <0.01% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $7K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 63 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares 92 $7K <0.01% 0 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $7K <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,791 shares; 2024Q4: 115,061 shares; 2025Q1: 33,976 shares; 2025Q2: 175 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $7K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 91 shares; 2025Q3: 108 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $7K <0.01% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $7K <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 81 shares; 2026Q1: 71 shares; 2026Q2: 46 shares 46 $6K <0.01% -25 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 257 shares; 2025Q2: 247 shares; 2025Q3: 253 shares; 2025Q4: 192 shares; 2026Q1: 193 shares; 2026Q2: 145 shares 145 $6K <0.01% -48 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 118 shares; 2025Q1: 1,048 shares; 2025Q2: 789 shares; 2025Q3: 431 shares; 2025Q4: 557 shares; 2026Q1: 849 shares; 2026Q2: 247 shares 247 $6K <0.01% -602 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 92 shares; 2025Q4: 45 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $6K <0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 223 shares; 2025Q1: 6,206 shares; 2025Q2: 6,206 shares; 2025Q3: 6,207 shares; 2025Q4: 6,208 shares; 2026Q1: 226 shares; 2026Q2: 227 shares 227 $6K <0.01% +1 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 103 shares; 2025Q4: 56 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $6K <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 108 shares; 2026Q1: 118 shares; 2026Q2: 87 shares 87 $6K <0.01% -31 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $6K <0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $6K <0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $6K <0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 31 shares; 2025Q3: 22 shares; 2025Q4: 30 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $6K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 12 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $6K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 77 shares; 2026Q1: 67 shares; 2026Q2: 52 shares 52 $6K <0.01% -15 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39 shares; 2026Q2: 217 shares 217 $6K <0.01% +178 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $6K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $6K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 52 shares; 2025Q4: 55 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $6K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 19 shares; 2025Q3: 75 shares; 2025Q4: 90 shares; 2026Q1: 48 shares; 2026Q2: 70 shares 70 $6K <0.01% +22 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 142 shares; 2025Q2: 116 shares; 2025Q3: 57 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $6K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84 shares; 2025Q2: 32 shares; 2025Q3: 34 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 48 shares 48 $6K <0.01% -2 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 26 shares; 2025Q3: 27 shares; 2025Q4: 14 shares; 2026Q1: 15 shares; 2026Q2: 14 shares 14 $6K <0.01% -1 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 29 shares; 2026Q1: 28 shares; 2026Q2: 27 shares 27 $6K <0.01% -1 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 108 shares; 2026Q1: 88 shares; 2026Q2: 82 shares 82 $6K <0.01% -6 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 229 shares; 2024Q4: 230 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $6K <0.01% 0 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $6K <0.01% 0 Timeline ELE ELEMENTAL RTY CORP More: the full row for ELEMENTAL RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares; 2026Q2: 383 shares 383 $6K <0.01% 0 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $6K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 49 shares; 2025Q4: 50 shares; 2026Q1: 51 shares; 2026Q2: 44 shares 44 $5K <0.01% -7 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $5K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 13 shares; 2025Q3: 53 shares; 2025Q4: 65 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $5K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 8 shares; 2025Q3: 9 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $5K <0.01% 0 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $5K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 197 shares; 2025Q2: 205 shares; 2025Q3: 208 shares; 2025Q4: 130 shares; 2026Q1: 107 shares; 2026Q2: 89 shares 89 $5K <0.01% -18 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $5K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51 shares; 2025Q2: 58 shares; 2025Q3: 98 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 74 shares 74 $5K <0.01% +13 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 99 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $5K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 505 shares; 2025Q2: 625 shares; 2025Q3: 537 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 245 shares 245 $5K <0.01% -150 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 515 shares; 2025Q3: 461 shares; 2025Q4: 290 shares; 2026Q1: 183 shares; 2026Q2: 183 shares 183 $5K <0.01% 0 Timeline