VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,318 shares; 2025Q1: 38,616 shares; 2025Q2: 42,277 shares; 2025Q3: 42,480 shares; 2025Q4: 42,604 shares; 2026Q1: 42,177 shares; 2026Q2: 1,302,906 shares; 2026Q3: 253,239 shares 253,239 $22.8M 9.55% -1,049,667 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,732 shares; 2025Q1: 58,432 shares; 2025Q2: 58,718 shares; 2025Q3: 63,079 shares; 2025Q4: 62,074 shares; 2026Q1: 60,927 shares; 2026Q2: 60,934 shares; 2026Q3: 60,958 shares 60,958 $20.3M 8.5% +24 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,164 shares; 2025Q1: 45,902 shares; 2025Q2: 48,170 shares; 2025Q3: 48,735 shares; 2025Q4: 48,411 shares; 2026Q1: 42,863 shares; 2026Q2: 825,883 shares; 2026Q3: 43,468 shares 43,468 $16.3M 6.81% -782,415 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,376 shares; 2025Q1: 16,266 shares; 2025Q2: 16,703 shares; 2025Q3: 16,523 shares; 2025Q4: 16,841 shares; 2026Q1: 14,749 shares; 2026Q2: 568,514 shares; 2026Q3: 115,564 shares 115,564 $14.5M 6.08% -452,950 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 147,350 shares; 2025Q1: 164,029 shares; 2025Q2: 175,150 shares; 2025Q3: 180,693 shares; 2025Q4: 190,401 shares; 2026Q1: 209,288 shares; 2026Q2: 214,557 shares; 2026Q3: 216,687 shares 216,687 $10.6M 4.43% +2,130 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,029 shares; 2025Q1: 41,855 shares; 2025Q2: 43,000 shares; 2025Q3: 45,163 shares; 2025Q4: 46,402 shares; 2026Q1: 44,753 shares; 2026Q2: 44,753 shares; 2026Q3: 44,708 shares 44,708 $10.2M 4.27% -45 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,701 shares; 2025Q1: 45,946 shares; 2025Q2: 44,559 shares; 2025Q3: 44,079 shares; 2025Q4: 45,729 shares; 2026Q1: 42,809 shares; 2026Q2: 210,942 shares; 2026Q3: 42,584 shares 42,584 $9.2M 3.85% -168,358 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,973 shares; 2025Q1: 114,494 shares; 2025Q2: 131,219 shares; 2025Q3: 133,459 shares; 2025Q4: 143,158 shares; 2026Q1: 161,380 shares; 2026Q2: 164,137 shares; 2026Q3: 167,041 shares 167,041 $7.92M 3.32% +2,904 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,562 shares; 2025Q1: 26,664 shares; 2025Q2: 27,120 shares; 2025Q3: 27,326 shares; 2025Q4: 27,369 shares; 2026Q1: 26,456 shares; 2026Q2: 26,456 shares; 2026Q3: 26,470 shares 26,470 $6.6M 2.76% +14 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,473 shares; 2025Q1: 88,447 shares; 2025Q2: 127,201 shares; 2025Q3: 133,611 shares; 2025Q4: 118,579 shares; 2026Q1: 119,021 shares; 2026Q2: 128,717 shares; 2026Q3: 129,911 shares 129,911 $4.45M 1.86% +1,194 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,658 shares; 2025Q1: 7,492 shares; 2025Q2: 7,605 shares; 2025Q3: 7,605 shares; 2025Q4: 7,704 shares; 2026Q1: 8,537 shares; 2026Q2: 8,203 shares; 2026Q3: 8,188 shares 8,188 $4.2M 1.76% -15 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,118 shares; 2025Q1: 20,114 shares; 2025Q2: 78,996 shares; 2025Q3: 92,418 shares; 2025Q4: 122,625 shares; 2026Q1: 112,826 shares; 2026Q2: 120,445 shares; 2026Q3: 124,750 shares 124,750 $4.06M 1.7% +4,305 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,981 shares; 2025Q1: 10,710 shares; 2025Q2: 11,325 shares; 2025Q3: 11,310 shares; 2025Q4: 11,261 shares; 2026Q1: 11,251 shares; 2026Q2: 11,248 shares; 2026Q3: 11,195 shares 11,195 $3.85M 1.61% -53 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,188 shares; 2026Q2: 21,665 shares; 2026Q3: 23,813 shares 23,813 $3.84M 1.61% +2,148 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,078 shares; 2025Q1: 10,766 shares; 2025Q2: 11,461 shares; 2025Q3: 11,389 shares; 2025Q4: 11,639 shares; 2026Q1: 11,198 shares; 2026Q2: 11,198 shares; 2026Q3: 10,680 shares 10,680 $3.75M 1.57% -518 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 43,684 shares 43,684 $3.72M 1.56% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 795 shares; 2025Q1: 697 shares; 2025Q2: 699 shares; 2025Q3: not reported; 2025Q4: 35,987 shares; 2026Q1: 70,412 shares; 2026Q2: 79,403 shares; 2026Q3: 82,867 shares 82,867 $3.43M 1.44% +3,464 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,413 shares; 2025Q1: 17,044 shares; 2025Q2: 16,734 shares; 2025Q3: 16,734 shares; 2025Q4: 26,799 shares; 2026Q1: 39,097 shares; 2026Q2: 40,666 shares; 2026Q3: 41,316 shares 41,316 $3.2M 1.34% +650 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,245 shares; 2025Q1: 68,244 shares; 2025Q2: 68,256 shares; 2025Q3: 68,267 shares; 2025Q4: 68,288 shares; 2026Q1: 68,288 shares; 2026Q2: 68,298 shares; 2026Q3: 68,306 shares 68,306 $3.04M 1.27% +8 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,867 shares; 2025Q1: 4,704 shares; 2025Q2: 4,703 shares; 2025Q3: 4,759 shares; 2025Q4: 4,685 shares; 2026Q1: 3,933 shares; 2026Q2: 3,935 shares; 2026Q3: 3,932 shares 3,932 $3M 1.25% -3 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,369 shares; 2025Q1: 3,572 shares; 2025Q2: 2,504 shares; 2025Q3: 2,398 shares; 2025Q4: 2,398 shares; 2026Q1: 2,377 shares; 2026Q2: 2,388 shares; 2026Q3: 2,388 shares 2,388 $2.76M 1.16% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,238 shares; 2025Q1: 19,106 shares; 2025Q2: 19,106 shares; 2025Q3: 40,238 shares; 2025Q4: 40,238 shares; 2026Q1: 40,238 shares; 2026Q2: 40,238 shares; 2026Q3: 40,238 shares 40,238 $2.55M 1.07% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,085 shares; 2025Q1: 51,985 shares; 2025Q2: 49,437 shares; 2025Q3: 49,092 shares; 2025Q4: 49,092 shares; 2026Q1: 49,092 shares; 2026Q2: 49,092 shares; 2026Q3: 49,092 shares 49,092 $2.18M 0.91% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,271 shares; 2025Q1: 13,271 shares; 2025Q2: 13,221 shares; 2025Q3: 13,221 shares; 2025Q4: 24,495 shares; 2026Q1: 29,712 shares; 2026Q2: 31,036 shares; 2026Q3: 31,601 shares 31,601 $2.1M 0.88% +565 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,577 shares; 2025Q1: 5,387 shares; 2025Q2: 5,987 shares; 2025Q3: 5,972 shares; 2025Q4: 5,874 shares; 2026Q1: 6,057 shares; 2026Q2: 5,795 shares; 2026Q3: 5,709 shares 5,709 $1.89M 0.79% -86 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,476 shares; 2025Q1: 5,478 shares; 2025Q2: 5,474 shares; 2025Q3: 5,476 shares; 2025Q4: 5,393 shares; 2026Q1: 5,346 shares; 2026Q2: 5,348 shares; 2026Q3: 5,349 shares 5,349 $1.88M 0.79% +1 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,695 shares; 2025Q1: 34,756 shares; 2025Q2: 34,628 shares; 2025Q3: 34,696 shares; 2025Q4: 34,764 shares; 2026Q1: 34,826 shares; 2026Q2: 34,683 shares; 2026Q3: 34,683 shares 34,683 $1.82M 0.76% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,507 shares; 2026Q1: 4,342 shares; 2026Q2: 3,742 shares; 2026Q3: 3,267 shares 3,267 $1.76M 0.74% -475 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,825 shares; 2025Q1: 3,919 shares; 2025Q2: 4,427 shares; 2025Q3: 4,432 shares; 2025Q4: 4,839 shares; 2026Q1: 5,632 shares; 2026Q2: 5,634 shares; 2026Q3: 5,576 shares 5,576 $1.7M 0.71% -58 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: 4,740 shares; 2025Q2: 6,547 shares; 2025Q3: 6,893 shares; 2025Q4: 7,333 shares; 2026Q1: 9,014 shares; 2026Q2: 9,107 shares; 2026Q3: 9,007 shares 9,007 $1.68M 0.71% -100 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,719 shares; 2025Q1: 1,754 shares; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,810 shares; 2026Q2: 1,812 shares; 2026Q3: 1,822 shares 1,822 $1.66M 0.69% +10 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,279 shares; 2025Q1: 2,290 shares; 2025Q2: 2,026 shares; 2025Q3: 2,027 shares; 2025Q4: 2,025 shares; 2026Q1: 2,057 shares; 2026Q2: 180,629 shares; 2026Q3: 2,361 shares 2,361 $1.66M 0.69% -178,268 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 2,235 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,942 shares; 2026Q2: 1,942 shares; 2026Q3: 1,962 shares 1,962 $1.59M 0.67% +20 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,080 shares; 2025Q1: 24,174 shares; 2025Q2: 27,452 shares; 2025Q3: 28,305 shares; 2025Q4: 13,668 shares; 2026Q1: 13,186 shares; 2026Q2: 11,615 shares; 2026Q3: 11,656 shares 11,656 $1.59M 0.66% +41 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,509 shares; 2026Q3: 9,485 shares 9,485 $1.54M 0.65% -24 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,613 shares; 2025Q1: 4,910 shares; 2025Q2: 4,690 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,490 shares; 2026Q2: 4,490 shares; 2026Q3: 4,496 shares 4,496 $1.53M 0.64% +6 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,930 shares; 2025Q1: 1,933 shares; 2025Q2: 2,126 shares; 2025Q3: 2,126 shares; 2025Q4: 2,139 shares; 2026Q1: 2,089 shares; 2026Q2: 2,064 shares; 2026Q3: 2,071 shares 2,071 $1.5M 0.63% +7 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,848 shares; 2025Q1: 17,848 shares; 2025Q2: 17,903 shares; 2025Q3: 17,903 shares; 2025Q4: 17,903 shares; 2026Q1: 17,903 shares; 2026Q2: 17,903 shares; 2026Q3: 17,903 shares 17,903 $1.48M 0.62% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,907 shares; 2025Q1: 7,913 shares; 2025Q2: 7,958 shares; 2025Q3: 7,958 shares; 2025Q4: 7,958 shares; 2026Q1: 11,838 shares; 2026Q2: 11,853 shares; 2026Q3: 13,782 shares 13,782 $1.43M 0.6% +1,929 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,111 shares; 2025Q1: 1,112 shares; 2025Q2: 1,480 shares; 2025Q3: 1,487 shares; 2025Q4: 1,502 shares; 2026Q1: 1,554 shares; 2026Q2: 1,576 shares; 2026Q3: 1,576 shares 1,576 $1.42M 0.59% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,562 shares; 2025Q1: 2,566 shares; 2025Q2: 2,566 shares; 2025Q3: 2,721 shares; 2025Q4: 2,726 shares; 2026Q1: 2,747 shares; 2026Q2: 2,229 shares; 2026Q3: 2,229 shares 2,229 $1.36M 0.57% 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; 2024Q4: 10,421 shares; 2025Q1: 10,421 shares; 2025Q2: 10,480 shares; 2025Q3: 10,391 shares; 2025Q4: 10,391 shares; 2026Q1: 14,563 shares; 2026Q2: 14,563 shares; 2026Q3: 14,563 shares 14,563 $1.25M 0.52% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,013 shares; 2025Q1: 7,364 shares; 2025Q2: 7,384 shares; 2025Q3: 7,410 shares; 2025Q4: 7,431 shares; 2026Q1: 7,478 shares; 2026Q2: 7,494 shares; 2026Q3: 7,403 shares 7,403 $1.24M 0.52% -91 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; 2024Q4: 4,348 shares; 2025Q1: 4,402 shares; 2025Q2: 4,269 shares; 2025Q3: 4,199 shares; 2025Q4: 4,054 shares; 2026Q1: 3,459 shares; 2026Q2: 3,389 shares; 2026Q3: 3,373 shares 3,373 $1.23M 0.51% -16 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 2,322 shares; 2026Q2: 2,340 shares; 2026Q3: 2,282 shares 2,282 $1.14M 0.48% -58 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,033 shares; 2025Q1: 2,965 shares; 2025Q2: 3,381 shares; 2025Q3: 3,381 shares; 2025Q4: 3,381 shares; 2026Q1: 3,105 shares; 2026Q2: 3,142 shares; 2026Q3: 3,134 shares 3,134 $1.13M 0.47% -8 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,123 shares; 2025Q1: 56,123 shares; 2025Q2: 57,686 shares; 2025Q3: 57,686 shares; 2025Q4: 56,246 shares; 2026Q1: 56,246 shares; 2026Q2: 56,246 shares; 2026Q3: 56,246 shares 56,246 $1.11M 0.47% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,740 shares; 2025Q1: 4,065 shares; 2025Q2: 4,135 shares; 2025Q3: 4,135 shares; 2025Q4: 4,160 shares; 2026Q1: 4,580 shares; 2026Q2: 4,580 shares; 2026Q3: 5,022 shares 5,022 $1.1M 0.46% +442 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,508 shares; 2025Q1: 4,511 shares; 2025Q2: 4,529 shares; 2025Q3: 4,529 shares; 2025Q4: 4,529 shares; 2026Q1: 4,729 shares; 2026Q2: 4,729 shares; 2026Q3: 4,694 shares 4,694 $1.08M 0.45% -35 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,242 shares; 2025Q1: 28,792 shares; 2025Q2: 33,634 shares; 2025Q3: 33,552 shares; 2025Q4: 33,552 shares; 2026Q1: 27,442 shares; 2026Q2: 27,442 shares; 2026Q3: 27,442 shares 27,442 $977K 0.41% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,492 shares; 2025Q1: 4,742 shares; 2025Q2: 4,605 shares; 2025Q3: 3,398 shares; 2025Q4: 3,416 shares; 2026Q1: 3,344 shares; 2026Q2: 3,019 shares; 2026Q3: 3,021 shares 3,021 $955K 0.4% +2 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,493 shares; 2025Q1: 3,479 shares; 2025Q2: 3,420 shares; 2025Q3: 3,332 shares; 2025Q4: 3,957 shares; 2026Q1: 4,605 shares; 2026Q2: 4,605 shares; 2026Q3: 4,606 shares 4,606 $941K 0.39% +1 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,597 shares; 2025Q1: 22,596 shares; 2025Q2: 22,597 shares; 2025Q3: 22,638 shares; 2025Q4: 22,689 shares; 2026Q1: 22,689 shares; 2026Q2: 22,689 shares; 2026Q3: 22,689 shares 22,689 $903K 0.38% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,168 shares; 2025Q1: 2,168 shares; 2025Q2: 1,613 shares; 2025Q3: 1,588 shares; 2025Q4: 1,588 shares; 2026Q1: 1,512 shares; 2026Q2: 1,481 shares; 2026Q3: 1,481 shares 1,481 $901K 0.38% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,113 shares; 2025Q1: 4,112 shares; 2025Q2: 4,848 shares; 2025Q3: 4,848 shares; 2025Q4: 4,848 shares; 2026Q1: 4,848 shares; 2026Q2: 4,848 shares; 2026Q3: 4,848 shares 4,848 $900K 0.38% 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; 2024Q4: 3,575 shares; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares; 2025Q3: 2,993 shares; 2025Q4: 2,993 shares; 2026Q1: 5,570 shares; 2026Q2: 5,335 shares; 2026Q3: 5,335 shares 5,335 $775K 0.32% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,124 shares; 2025Q1: 2,123 shares; 2025Q2: 2,133 shares; 2025Q3: 2,091 shares; 2025Q4: 2,091 shares; 2026Q1: 2,621 shares; 2026Q2: 2,621 shares; 2026Q3: 2,621 shares 2,621 $734K 0.31% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,569 shares; 2025Q1: 3,053 shares; 2025Q2: 2,558 shares; 2025Q3: not reported; 2025Q4: 3,088 shares; 2026Q1: 5,118 shares; 2026Q2: 4,722 shares; 2026Q3: 10,401 shares 10,401 $707K 0.3% +5,679 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 1,228 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,349 shares; 2026Q2: 1,349 shares; 2026Q3: 1,349 shares 1,349 $687K 0.29% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,484 shares; 2025Q1: 9,484 shares; 2025Q2: 9,461 shares; 2025Q3: 8,458 shares; 2025Q4: 8,458 shares; 2026Q1: 8,187 shares; 2026Q2: 8,157 shares; 2026Q3: 8,140 shares 8,140 $684K 0.29% -17 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,132 shares; 2025Q1: 4,131 shares; 2025Q2: 4,132 shares; 2025Q3: 4,132 shares; 2025Q4: 4,132 shares; 2026Q1: 4,132 shares; 2026Q2: 4,132 shares; 2026Q3: 4,132 shares 4,132 $652K 0.27% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,339 shares; 2025Q1: 1,138 shares; 2025Q2: 1,339 shares; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares; 2026Q1: 1,284 shares; 2026Q2: 105,562 shares; 2026Q3: 1,243 shares 1,243 $632K 0.26% -104,319 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 38 shares; 2026Q1: 789 shares; 2026Q2: 1,325 shares; 2026Q3: 1,575 shares 1,575 $559K 0.23% +250 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,670 shares; 2025Q1: 3,678 shares; 2025Q2: 3,678 shares; 2025Q3: 3,678 shares; 2025Q4: 3,678 shares; 2026Q1: 4,003 shares; 2026Q2: 4,003 shares; 2026Q3: 4,003 shares 4,003 $530K 0.22% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,204 shares; 2025Q1: 6,063 shares; 2025Q2: 4,284 shares; 2025Q3: 3,745 shares; 2025Q4: 3,607 shares; 2026Q1: 3,611 shares; 2026Q2: 3,473 shares; 2026Q3: 3,477 shares 3,477 $505K 0.21% +4 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,581 shares; 2025Q1: 2,298 shares; 2025Q2: 2,299 shares; 2025Q3: 2,299 shares; 2025Q4: 2,238 shares; 2026Q1: 2,179 shares; 2026Q2: 2,179 shares; 2026Q3: 2,179 shares 2,179 $505K 0.21% 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; 2024Q4: 579 shares; 2025Q1: 674 shares; 2025Q2: 639 shares; 2025Q3: 606 shares; 2025Q4: 606 shares; 2026Q1: 1,096 shares; 2026Q2: 1,369 shares; 2026Q3: 1,369 shares 1,369 $503K 0.21% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 797 shares; 2025Q1: 796 shares; 2025Q2: 849 shares; 2025Q3: not reported; 2025Q4: 827 shares; 2026Q1: 959 shares; 2026Q2: 1,884 shares; 2026Q3: 1,885 shares 1,885 $493K 0.21% +1 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,776 shares; 2025Q1: 22,225 shares; 2025Q2: 9,437 shares; 2025Q3: 8,841 shares; 2025Q4: 5,958 shares; 2026Q1: 5,241 shares; 2026Q2: 4,801 shares; 2026Q3: 3,528 shares 3,528 $486K 0.2% -1,273 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,835 shares; 2025Q1: 6,835 shares; 2025Q2: 6,835 shares; 2025Q3: 6,835 shares; 2025Q4: 6,835 shares; 2026Q1: 6,835 shares; 2026Q2: 6,835 shares; 2026Q3: 6,835 shares 6,835 $482K 0.2% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 670 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $475K 0.2% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,702 shares; 2025Q1: 2,697 shares; 2025Q2: 2,511 shares; 2025Q3: 2,516 shares; 2025Q4: 2,561 shares; 2026Q1: 1,475 shares; 2026Q2: 1,476 shares; 2026Q3: 1,478 shares 1,478 $474K 0.2% +2 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,168 shares; 2025Q1: 1,167 shares; 2025Q2: 1,168 shares; 2025Q3: 1,164 shares; 2025Q4: 1,164 shares; 2026Q1: 1,181 shares; 2026Q2: 1,281 shares; 2026Q3: 1,574 shares 1,574 $448K 0.19% +293 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,906 shares 2,906 $438K 0.18% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 26 shares; 2025Q3: not reported; 2025Q4: 5,038 shares; 2026Q1: 6,686 shares; 2026Q2: 6,062 shares; 2026Q3: 6,117 shares 6,117 $426K 0.18% +55 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,170 shares; 2025Q1: 4,150 shares; 2025Q2: 4,320 shares; 2025Q3: 4,320 shares; 2025Q4: 3,532 shares; 2026Q1: 3,532 shares; 2026Q2: 3,904 shares; 2026Q3: 4,342 shares 4,342 $421K 0.18% +438 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 517 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares; 2026Q2: 517 shares; 2026Q3: 529 shares 529 $391K 0.16% +12 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,415 shares; 2025Q1: 100 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares; 2026Q2: 365,939 shares; 2026Q3: 2,463 shares 2,463 $382K 0.16% -363,476 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 8,110 shares; 2025Q2: 650 shares; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 13,050 shares; 2026Q2: 13,050 shares; 2026Q3: 13,050 shares 13,050 $372K 0.16% 0 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,565 shares; 2025Q1: 12,565 shares; 2025Q2: 12,065 shares; 2025Q3: 12,065 shares; 2025Q4: 12,065 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares; 2026Q3: 10,000 shares 10,000 $371K 0.16% -1,000 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,078 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,333 shares; 2025Q4: 1,239 shares; 2026Q1: 1,294 shares; 2026Q2: 1,289 shares; 2026Q3: 1,289 shares 1,289 $367K 0.15% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,133 shares; 2025Q1: 1,642 shares; 2025Q2: 1,609 shares; 2025Q3: 1,588 shares; 2025Q4: 1,221 shares; 2026Q1: 1,211 shares; 2026Q2: 4,616 shares; 2026Q3: 4,588 shares 4,588 $360K 0.15% -28 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 2,545 shares; 2025Q3: 2,610 shares; 2025Q4: 2,742 shares; 2026Q1: 2,585 shares; 2026Q2: 2,585 shares; 2026Q3: 2,585 shares 2,585 $335K 0.14% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,445 shares; 2025Q1: 3,445 shares; 2025Q2: 3,437 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares; 2026Q1: 2,821 shares; 2026Q2: 2,700 shares; 2026Q3: 2,700 shares 2,700 $332K 0.14% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 942 shares; 2025Q3: 852 shares; 2025Q4: 1,704 shares; 2026Q1: 1,712 shares; 2026Q2: 1,735 shares; 2026Q3: 1,642 shares 1,642 $321K 0.13% -93 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,198 shares; 2025Q1: 2,498 shares; 2025Q2: 3,267 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares; 2026Q1: 3,005 shares; 2026Q2: 3,005 shares; 2026Q3: 2,916 shares 2,916 $314K 0.13% -89 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,895 shares; 2025Q1: 2,851 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 2,707 shares; 2026Q1: 2,597 shares; 2026Q2: 2,598 shares; 2026Q3: 2,581 shares 2,581 $290K 0.12% -17 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,104 shares; 2025Q1: 1,104 shares; 2025Q2: 3,420 shares; 2025Q3: 3,423 shares; 2025Q4: 3,448 shares; 2026Q1: 3,460 shares; 2026Q2: 3,474 shares; 2026Q3: 3,451 shares 3,451 $287K 0.12% -23 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: not reported; 2025Q4: 2,128 shares; 2026Q1: 1,828 shares; 2026Q2: 1,828 shares; 2026Q3: 1,860 shares 1,860 $286K 0.12% +32 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,913 shares; 2025Q1: 708 shares; 2025Q2: 1,908 shares; 2025Q3: 1,863 shares; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares; 2026Q2: 188,213 shares; 2026Q3: 1,853 shares 1,853 $282K 0.12% -186,360 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,576 shares; 2025Q1: 3,556 shares; 2025Q2: 1,974 shares; 2025Q3: 1,946 shares; 2025Q4: 1,946 shares; 2026Q1: 1,946 shares; 2026Q2: 1,541 shares; 2026Q3: 1,041 shares 1,041 $276K 0.12% -500 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 89 shares; 2025Q2: 659 shares; 2025Q3: not reported; 2025Q4: 769 shares; 2026Q1: 786 shares; 2026Q2: 786 shares; 2026Q3: 786 shares 786 $267K 0.11% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,641 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,624 shares; 2025Q4: 3,248 shares; 2026Q1: 3,249 shares; 2026Q2: 2,399 shares; 2026Q3: 2,423 shares 2,423 $264K 0.11% +24 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,379 shares; 2025Q1: 5,380 shares; 2025Q2: 2,594 shares; 2025Q3: 2,595 shares; 2025Q4: 2,597 shares; 2026Q1: 2,598 shares; 2026Q2: 2,599 shares; 2026Q3: 2,692 shares 2,692 $263K 0.11% +93 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 517 shares; 2025Q1: 516 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 496 shares; 2026Q1: 496 shares; 2026Q2: 1,984 shares; 2026Q3: 1,984 shares 1,984 $249K 0.1% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,271 shares; 2025Q1: 1,694 shares; 2025Q2: 2,005 shares; 2025Q3: not reported; 2025Q4: 2,107 shares; 2026Q1: 2,331 shares; 2026Q2: 2,286 shares; 2026Q3: 3,375 shares 3,375 $248K 0.1% +1,089 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,300 shares; 2025Q1: 1,634 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares; 2026Q3: 1,300 shares 1,300 $248K 0.1% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 789 shares; 2025Q3: 785 shares; 2025Q4: 785 shares; 2026Q1: 785 shares; 2026Q2: 501 shares; 2026Q3: 430 shares 430 $245K 0.1% -71 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,301 shares; 2025Q1: 5,346 shares; 2025Q2: 6,440 shares; 2025Q3: not reported; 2025Q4: 6,804 shares; 2026Q1: 7,896 shares; 2026Q2: 7,959 shares; 2026Q3: 11,473 shares 11,473 $243K 0.1% +3,514 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: not reported; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 380 shares; 2026Q3: 380 shares 380 $194K 0.08% 0 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,872 shares; 2025Q1: 2,872 shares; 2025Q2: 2,872 shares; 2025Q3: not reported; 2025Q4: 2,872 shares; 2026Q1: 2,872 shares; 2026Q2: 2,872 shares; 2026Q3: 2,872 shares 2,872 $190K 0.08% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 2,334 shares; 2025Q3: not reported; 2025Q4: 2,346 shares; 2026Q1: 2,346 shares; 2026Q2: 2,452 shares; 2026Q3: 2,492 shares 2,492 $189K 0.08% +40 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,412 shares; 2025Q1: 112 shares; 2025Q2: 97 shares; 2025Q3: not reported; 2025Q4: 221 shares; 2026Q1: 118 shares; 2026Q2: 72 shares; 2026Q3: 172 shares 172 $183K 0.08% +100 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,001 shares; 2025Q1: 1,611 shares; 2025Q2: 1,611 shares; 2025Q3: not reported; 2025Q4: 1,611 shares; 2026Q1: 1,993 shares; 2026Q2: 1,993 shares; 2026Q3: 1,993 shares 1,993 $169K 0.07% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 761 shares; 2025Q1: 763 shares; 2025Q2: 1,024 shares; 2025Q3: 1,279 shares; 2025Q4: 1,279 shares; 2026Q1: 1,229 shares; 2026Q2: 1,229 shares; 2026Q3: 1,229 shares 1,229 $169K 0.07% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 404 shares; 2026Q3: 304 shares 304 $168K 0.07% -100 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: 470 shares; 2026Q1: 611 shares; 2026Q2: 611 shares; 2026Q3: 611 shares 611 $166K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 530 shares; 2025Q3: not reported; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 530 shares; 2026Q3: 530 shares 530 $166K 0.07% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 750 shares; 2025Q3: not reported; 2025Q4: 841 shares; 2026Q1: 752 shares; 2026Q2: 4,778 shares; 2026Q3: 3,493 shares 3,493 $161K 0.07% -1,285 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 86 shares; 2025Q3: not reported; 2025Q4: 153 shares; 2026Q1: 169 shares; 2026Q2: 169 shares; 2026Q3: 169 shares 169 $161K 0.07% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,263 shares; 2025Q1: 3,629 shares; 2025Q2: 3,296 shares; 2025Q3: 3,321 shares; 2025Q4: 938 shares; 2026Q1: 898 shares; 2026Q2: 898 shares; 2026Q3: 902 shares 902 $155K 0.07% +4 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares; 2026Q2: 975 shares; 2026Q3: 1,875 shares 1,875 $152K 0.06% +900 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,905 shares; 2025Q1: 4,905 shares; 2025Q2: 4,905 shares; 2025Q3: not reported; 2025Q4: 4,905 shares; 2026Q1: 4,905 shares; 2026Q2: 4,905 shares; 2026Q3: 4,905 shares 4,905 $147K 0.06% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares; 2026Q3: 475 shares 475 $139K 0.06% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 39 shares; 2025Q2: 59 shares; 2025Q3: not reported; 2025Q4: 119 shares; 2026Q1: 132 shares; 2026Q2: 132 shares; 2026Q3: 512 shares 512 $136K 0.06% +380 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,166 shares; 2025Q1: 3,169 shares; 2025Q2: 3,173 shares; 2025Q3: not reported; 2025Q4: 3,161 shares; 2026Q1: 2,804 shares; 2026Q2: 2,804 shares; 2026Q3: 2,805 shares 2,805 $135K 0.06% +1 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,294 shares; 2025Q1: 5,294 shares; 2025Q2: 7,612 shares; 2025Q3: not reported; 2025Q4: 3,896 shares; 2026Q1: 5,475 shares; 2026Q2: 5,475 shares; 2026Q3: 5,476 shares 5,476 $134K 0.06% +1 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,085 shares; 2025Q2: 1,585 shares; 2025Q3: not reported; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares; 2026Q2: 1,575 shares; 2026Q3: 1,575 shares 1,575 $131K 0.06% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 658 shares; 2026Q3: 659 shares 659 $128K 0.05% +1 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,771 shares; 2025Q1: 2,288 shares; 2025Q2: 2,285 shares; 2025Q3: 2,108 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares; 2026Q2: 1,596 shares; 2026Q3: 1,200 shares 1,200 $128K 0.05% -396 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 157 shares; 2025Q1: 155 shares; 2025Q2: 151 shares; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 268 shares; 2026Q2: 269 shares; 2026Q3: 269 shares 269 $123K 0.05% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,708 shares; 2025Q1: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: not reported; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares; 2026Q2: 1,708 shares; 2026Q3: 1,708 shares 1,708 $121K 0.05% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: not reported; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 423 shares; 2026Q3: 423 shares 423 $118K 0.05% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $117K 0.05% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares; 2026Q3: 1,050 shares 1,050 $107K 0.04% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,075 shares; 2025Q1: 1,023 shares; 2025Q2: 1,023 shares; 2025Q3: not reported; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares; 2026Q2: 1,023 shares; 2026Q3: 1,023 shares 1,023 $106K 0.04% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,227 shares; 2025Q1: 1,230 shares; 2025Q2: 1,232 shares; 2025Q3: not reported; 2025Q4: 1,034 shares; 2026Q1: 1,038 shares; 2026Q2: 832 shares; 2026Q3: 832 shares 832 $105K 0.04% 0 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,800 shares 6,800 $97.1K 0.04% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 1,183 shares; 2026Q1: 802 shares; 2026Q2: 802 shares; 2026Q3: 802 shares 802 $95.1K 0.04% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,362 shares 1,362 $90.9K 0.04% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 685 shares; 2025Q1: 705 shares; 2025Q2: 645 shares; 2025Q3: not reported; 2025Q4: 1,290 shares; 2026Q1: 1,390 shares; 2026Q2: 1,390 shares; 2026Q3: 1,430 shares 1,430 $87.9K 0.04% +40 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 629 shares; 2025Q3: not reported; 2025Q4: 560 shares; 2026Q1: 460 shares; 2026Q2: 460 shares; 2026Q3: 461 shares 461 $87.9K 0.04% +1 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,681 shares; 2025Q1: 2,089 shares; 2025Q2: 2,486 shares; 2025Q3: not reported; 2025Q4: 2,410 shares; 2026Q1: 2,849 shares; 2026Q2: 2,846 shares; 2026Q3: 4,198 shares 4,198 $85.8K 0.04% +1,352 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,305 shares; 2025Q1: 1,638 shares; 2025Q2: 1,947 shares; 2025Q3: not reported; 2025Q4: 1,960 shares; 2026Q1: 2,226 shares; 2026Q2: 2,188 shares; 2026Q3: 3,230 shares 3,230 $84.7K 0.04% +1,042 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares; 2026Q3: 430 shares 430 $84.1K 0.04% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $81.3K 0.03% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,364 shares; 2025Q1: 1,963 shares; 2025Q2: 1,954 shares; 2025Q3: not reported; 2025Q4: 1,936 shares; 2026Q1: 2,279 shares; 2026Q2: 2,279 shares; 2026Q3: 2,251 shares 2,251 $80.4K 0.03% -28 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 416 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: not reported; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares; 2026Q3: 429 shares 429 $76.7K 0.03% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 844 shares; 2025Q1: 823 shares; 2025Q2: 824 shares; 2025Q3: not reported; 2025Q4: 504 shares; 2026Q1: 504 shares; 2026Q2: 504 shares; 2026Q3: 474 shares 474 $76.2K 0.03% -30 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 2,843 shares; 2025Q3: not reported; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares; 2026Q2: 1,393 shares; 2026Q3: 1,393 shares 1,393 $75.8K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares; 2026Q3: 1,200 shares 1,200 $74.9K 0.03% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,254 shares; 2025Q1: 2,254 shares; 2025Q2: 276 shares; 2025Q3: not reported; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 328 shares; 2026Q3: 328 shares 328 $72.8K 0.03% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 557 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $72.3K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 56 shares; 2026Q2: 66 shares; 2026Q3: 66 shares 66 $69.8K 0.03% 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; 2024Q4: 1,085 shares; 2025Q1: 1,089 shares; 2025Q2: 1,093 shares; 2025Q3: not reported; 2025Q4: 1,102 shares; 2026Q1: 1,105 shares; 2026Q2: 1,108 shares; 2026Q3: 1,111 shares 1,111 $66.8K 0.03% +3 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,400 shares; 2025Q1: 7,734 shares; 2025Q2: 7,734 shares; 2025Q3: not reported; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 4,400 shares; 2026Q3: 4,400 shares 4,400 $65.6K 0.03% 0 Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $63.2K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,636 shares; 2025Q1: 722 shares; 2025Q2: 922 shares; 2025Q3: not reported; 2025Q4: 722 shares; 2026Q1: 722 shares; 2026Q2: 722 shares; 2026Q3: 752 shares 752 $62.3K 0.03% +30 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 126 shares; 2025Q2: 140 shares; 2025Q3: not reported; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 305 shares; 2026Q3: 305 shares 305 $62.1K 0.03% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 310 shares; 2025Q1: 304 shares; 2025Q2: 305 shares; 2025Q3: not reported; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares; 2026Q3: 363 shares 363 $61.1K 0.03% +33 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: not reported; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares; 2026Q2: 1,132 shares; 2026Q3: 1,132 shares 1,132 $60.4K 0.03% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 285 shares 285 $60.1K 0.03% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,540 shares; 2025Q3: not reported; 2025Q4: 1,566 shares; 2026Q1: 1,570 shares; 2026Q2: 1,580 shares; 2026Q3: 1,595 shares 1,595 $59K 0.02% +15 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; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $58.5K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,305 shares; 2025Q1: 2,195 shares; 2025Q2: 855 shares; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 205 shares; 2026Q3: 205 shares 205 $58.4K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,043 shares; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $57.8K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: not reported; 2025Q4: 271 shares; 2026Q1: 221 shares; 2026Q2: 221 shares; 2026Q3: 221 shares 221 $57.1K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $55.8K 0.02% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares; 2026Q1: 888 shares; 2026Q2: 888 shares; 2026Q3: 888 shares 888 $53.9K 0.02% 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; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $50.8K 0.02% 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; 2024Q4: 536 shares; 2025Q1: 540 shares; 2025Q2: 536 shares; 2025Q3: not reported; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 536 shares; 2026Q3: 508 shares 508 $50.2K 0.02% -28 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 789 shares; 2025Q1: 789 shares; 2025Q2: 789 shares; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 520 shares; 2026Q2: 520 shares; 2026Q3: 520 shares 520 $48.9K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,307 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: not reported; 2025Q4: 309 shares; 2026Q1: 205 shares; 2026Q2: 205 shares; 2026Q3: 205 shares 205 $47.7K 0.02% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 576 shares; 2025Q3: not reported; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 576 shares; 2026Q3: 525 shares 525 $47.7K 0.02% -51 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 284 shares; 2025Q3: not reported; 2025Q4: 284 shares; 2026Q1: 284 shares; 2026Q2: 284 shares; 2026Q3: 209 shares 209 $46.3K 0.02% -75 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 983 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: not reported; 2025Q4: 648 shares; 2026Q1: 595 shares; 2026Q2: 595 shares; 2026Q3: 581 shares 581 $45.1K 0.02% -14 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,705 shares; 2025Q1: 2,705 shares; 2025Q2: 494 shares; 2025Q3: not reported; 2025Q4: 421 shares; 2026Q1: 421 shares; 2026Q2: 421 shares; 2026Q3: 421 shares 421 $44.2K 0.02% 0 Timeline CAI CARIS LIFE SCIENCES INC More: the full row for CARIS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,032 shares; 2025Q3: not reported; 2025Q4: 1,152 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares; 2026Q3: 1,423 shares 1,423 $43.6K 0.02% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $42.7K 0.02% 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; 2024Q4: 3,558 shares; 2025Q1: 3,559 shares; 2025Q2: 1,661 shares; 2025Q3: not reported; 2025Q4: 314 shares; 2026Q1: 306 shares; 2026Q2: 307 shares; 2026Q3: 309 shares 309 $42.5K 0.02% +2 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $42.2K 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 785 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $42.2K 0.02% 0 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,018 shares 1,018 $41.3K 0.02% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,367 shares; 2025Q1: 2,366 shares; 2025Q2: 2,393 shares; 2025Q3: not reported; 2025Q4: 2,412 shares; 2026Q1: 2,412 shares; 2026Q2: 2,418 shares; 2026Q3: 2,418 shares 2,418 $41.1K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 58 shares; 2026Q2: 99 shares; 2026Q3: 99 shares 99 $40.3K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 76 shares; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 77 shares; 2026Q3: 77 shares 77 $39.8K 0.02% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: 276 shares; 2026Q2: 276 shares; 2026Q3: 276 shares 276 $39.7K 0.02% 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; 2024Q4: 143 shares; 2025Q1: 138 shares; 2025Q2: 148 shares; 2025Q3: not reported; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares; 2026Q3: 146 shares 146 $39.5K 0.02% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,058 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: not reported; 2025Q4: 1,058 shares; 2026Q1: 1,058 shares; 2026Q2: 1,058 shares; 2026Q3: 1,058 shares 1,058 $38.9K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 115 shares 115 $37.4K 0.02% -85 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 455 shares; 2026Q3: 455 shares 455 $37.2K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 473 shares 473 $36.5K 0.02% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 939 shares; 2025Q1: 639 shares; 2025Q2: 516 shares; 2025Q3: not reported; 2025Q4: 816 shares; 2026Q1: 541 shares; 2026Q2: 541 shares; 2026Q3: 541 shares 541 $36.4K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,190 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 130 shares 130 $36.2K 0.02% -70 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: not reported; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 340 shares; 2026Q3: 340 shares 340 $35.9K 0.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 626 shares 626 $35.2K 0.01% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares; 2026Q3: 601 shares 601 $34.6K 0.01% +574 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: not reported; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 372 shares; 2026Q3: 372 shares 372 $34.5K 0.01% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 343 shares; 2025Q1: 428 shares; 2025Q2: 525 shares; 2025Q3: not reported; 2025Q4: 497 shares; 2026Q1: 406 shares; 2026Q2: 413 shares; 2026Q3: 696 shares 696 $34.5K 0.01% +283 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $33.8K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 243 shares; 2026Q3: 243 shares 243 $31.6K 0.01% 0 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: not reported; 2025Q4: 989 shares; 2026Q1: 989 shares; 2026Q2: 989 shares; 2026Q3: 989 shares 989 $31.4K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 274 shares; 2025Q1: 249 shares; 2025Q2: 729 shares; 2025Q3: not reported; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares; 2026Q3: 119 shares 119 $30.4K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 1,100 shares; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $30.3K 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; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $29.7K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280 shares; 2025Q1: 260 shares; 2025Q2: 510 shares; 2025Q3: not reported; 2025Q4: 326 shares; 2026Q1: 260 shares; 2026Q2: 260 shares; 2026Q3: 260 shares 260 $29.7K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: not reported; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares; 2026Q3: 90 shares 90 $29.6K 0.01% 0 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 427 shares; 2026Q3: 427 shares 427 $29.5K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 354 shares; 2025Q3: not reported; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 154 shares; 2026Q3: 154 shares 154 $29K 0.01% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares; 2026Q3: 2,500 shares 2,500 $27.5K 0.01% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 47 shares; 2026Q3: 155 shares 155 $27K 0.01% +108 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 275 shares; 2026Q3: 275 shares 275 $26K 0.01% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33 shares 33 $25.3K 0.01% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: not reported; 2025Q4: 484 shares; 2026Q1: 484 shares; 2026Q2: 484 shares; 2026Q3: 513 shares 513 $25K 0.01% +29 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 215 shares 215 $24.9K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: not reported; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 290 shares; 2026Q3: 290 shares 290 $24.9K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 372 shares; 2025Q3: not reported; 2025Q4: 372 shares; 2026Q1: 245 shares; 2026Q2: 245 shares; 2026Q3: 245 shares 245 $24.7K 0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 399 shares 399 $24.4K 0.01% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 415 shares 415 $24.2K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 3,500 shares; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $24.1K 0.01% 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; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $24K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 124 shares; 2025Q3: not reported; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 124 shares; 2026Q3: 124 shares 124 $23.9K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,088 shares; 2025Q1: 3,088 shares; 2025Q2: 756 shares; 2025Q3: not reported; 2025Q4: 768 shares; 2026Q1: 616 shares; 2026Q2: 413 shares; 2026Q3: 413 shares 413 $23.9K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,138 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $23.8K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $23.1K 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; 2024Q4: not reported; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: not reported; 2025Q4: 453 shares; 2026Q1: 453 shares; 2026Q2: 453 shares; 2026Q3: 453 shares 453 $22.9K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $21.9K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 536 shares; 2025Q3: not reported; 2025Q4: 553 shares; 2026Q1: 480 shares; 2026Q2: 480 shares; 2026Q3: 480 shares 480 $21.8K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: not reported; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 133 shares; 2026Q3: 133 shares 133 $21.8K 0.01% 0 Timeline UCON 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 913 shares 913 $21.7K 0.01% new Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 255 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: not reported; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares; 2026Q3: 225 shares 225 $20.3K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 77 shares; 2026Q2: 77 shares; 2026Q3: 77 shares 77 $19.6K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares; 2026Q2: 171 shares; 2026Q3: 150 shares 150 $18.9K 0.01% -21 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180 shares; 2025Q1: 108 shares; 2025Q2: 138 shares; 2025Q3: not reported; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares; 2026Q3: 138 shares 138 $18.8K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 218 shares; 2026Q2: 218 shares; 2026Q3: 218 shares 218 $18.7K 0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 19 shares; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares; 2026Q3: 57 shares 57 $18.6K 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; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 146 shares; 2026Q3: 146 shares 146 $18.4K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,020 shares; 2025Q1: 9,022 shares; 2025Q2: 1,029 shares; 2025Q3: not reported; 2025Q4: 961 shares; 2026Q1: 964 shares; 2026Q2: 816 shares; 2026Q3: 819 shares 819 $17.8K 0.01% +3 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares; 2026Q3: 120 shares 120 $17.8K 0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37 $16.7K 0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $16.4K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: not reported; 2025Q4: 121 shares; 2026Q1: 31 shares; 2026Q2: 18 shares; 2026Q3: 26 shares 26 $15.8K 0.01% +8 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 211 shares; 2025Q3: not reported; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 211 shares; 2026Q3: 144 shares 144 $15.7K 0.01% -67 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 220 shares; 2025Q3: not reported; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares; 2026Q3: 180 shares 180 $15.5K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares; 2026Q3: 201 shares 201 $15.1K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 100 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 466 shares 466 $14.8K 0.01% -34 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $14.4K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $13.9K 0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 160 shares; 2026Q2: 160 shares; 2026Q3: 250 shares 250 $13.7K 0.01% +90 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $13.7K 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; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 115 shares; 2025Q3: not reported; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares; 2026Q3: 115 shares 115 $13.3K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: not reported; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares; 2026Q3: 86 shares 86 $13.1K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 257 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $12.8K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,208 shares; 2025Q1: 408 shares; 2025Q2: 482 shares; 2025Q3: not reported; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 408 shares; 2026Q3: 408 shares 408 $12.6K 0.01% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 509 shares 509 $12.4K 0.01% new Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: not reported; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares; 2026Q2: 1,019 shares; 2026Q3: 1,019 shares 1,019 $12.3K 0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares; 2026Q3: 252 shares 252 $11.9K <0.01% 0 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; 2024Q4: 831 shares; 2025Q1: 830 shares; 2025Q2: 1,430 shares; 2025Q3: not reported; 2025Q4: 883 shares; 2026Q1: 442 shares; 2026Q2: 442 shares; 2026Q3: 428 shares 428 $11.8K <0.01% -14 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 549 shares 549 $11.8K <0.01% new Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $11.6K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 128 shares 128 $11.5K <0.01% new Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: not reported; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares; 2026Q3: 192 shares 192 $11.4K <0.01% -20 Timeline FPWR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares; 2026Q3: 325 shares 325 $11.2K <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 102 shares 102 $11.2K <0.01% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares; 2026Q3: 240 shares 240 $10.9K <0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 154 shares 154 $10.8K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 166 shares 166 $10.7K <0.01% -34 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,625 shares; 2025Q1: 2,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133 shares; 2026Q2: 133 shares; 2026Q3: 133 shares 133 $10.4K <0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 98 shares 98 $9.85K <0.01% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,026 shares; 2025Q1: 3,029 shares; 2025Q2: 1,410 shares; 2025Q3: not reported; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares; 2026Q2: 550 shares; 2026Q3: 392 shares 392 $9.85K <0.01% -158 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $9.61K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $9.6K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 470 shares; 2025Q1: 269 shares; 2025Q2: 1,122 shares; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $9.33K <0.01% 0 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 502 shares; 2025Q3: not reported; 2025Q4: 502 shares; 2026Q1: 502 shares; 2026Q2: 502 shares; 2026Q3: 375 shares 375 $9.31K <0.01% -127 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: not reported; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares; 2026Q3: 280 shares 280 $9.3K <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; 2024Q4: 770 shares; 2025Q1: 770 shares; 2025Q2: 1,401 shares; 2025Q3: 1,356 shares; 2025Q4: 727 shares; 2026Q1: 691 shares; 2026Q2: 84 shares; 2026Q3: 50 shares 50 $9.17K <0.01% -34 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $8.81K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,190 shares; 2025Q3: not reported; 2025Q4: 1,940 shares; 2026Q1: 1,320 shares; 2026Q2: 726 shares; 2026Q3: 326 shares 326 $8.76K <0.01% -400 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210 shares; 2026Q2: 210 shares; 2026Q3: 210 shares 210 $8.74K <0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63 shares; 2025Q1: 39 shares; 2025Q2: 120 shares; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares; 2026Q3: 120 shares 120 $8.49K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $8.48K <0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 620 shares; 2026Q3: 620 shares 620 $8.43K <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; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares; 2026Q3: 125 shares 125 $8.17K <0.01% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 161 shares 161 $8.13K <0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $8.04K <0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 87 shares 87 $8.02K <0.01% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 72 shares; 2025Q3: not reported; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares; 2026Q3: 72 shares 72 $7.94K <0.01% 0 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; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $7.93K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 12 shares 12 $7.88K <0.01% -8 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $7.87K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares; 2026Q3: 260 shares 260 $7.84K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $7.8K <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; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 300 shares; 2026Q2: 82 shares; 2026Q3: 82 shares 82 $7.72K <0.01% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 27 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $7.4K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 23 shares 23 $7.3K <0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $7.25K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 84 shares; 2026Q3: 84 shares 84 $7.18K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares; 2026Q3: 44 shares 44 $7.18K <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; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 75 shares; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $7.01K <0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,865 shares; 2025Q1: 4,865 shares; 2025Q2: 5,615 shares; 2025Q3: 4,865 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $6.88K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 77 shares 77 $6.88K <0.01% new Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $6.33K <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; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $6.26K <0.01% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 69 shares 69 $6.2K <0.01% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,622 shares; 2025Q1: 1,622 shares; 2025Q2: 1,637 shares; 2025Q3: 1,641 shares; 2025Q4: 961 shares; 2026Q1: 86 shares; 2026Q2: 27 shares; 2026Q3: 27 shares 27 $6.2K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 39 shares 39 $5.66K <0.01% new Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: not reported; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $5.61K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 223 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $5.45K <0.01% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 35 shares 35 $5.42K <0.01% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $5.28K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 431 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 39 shares; 2026Q2: 39 shares; 2026Q3: 39 shares 39 $5.07K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 71 shares; 2026Q2: 71 shares; 2026Q3: 71 shares 71 $5K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: not reported; 2025Q4: 511 shares; 2026Q1: 511 shares; 2026Q2: 412 shares; 2026Q3: 410 shares 410 $4.62K <0.01% -2 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,350 shares; 2025Q1: 2,346 shares; 2025Q2: 2,134 shares; 2025Q3: 1,918 shares; 2025Q4: 1,292 shares; 2026Q1: 1,071 shares; 2026Q2: 21 shares; 2026Q3: 21 shares 21 $4.58K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares; 2026Q3: 104 shares 104 $4.54K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 96 shares; 2025Q2: 172 shares; 2025Q3: not reported; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares; 2026Q3: 96 shares 96 $4.52K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares; 2026Q3: 55 shares 55 $4.4K <0.01% 0 Timeline CHPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 43 shares 43 $4.35K <0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 44 shares; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares; 2026Q3: 45 shares 45 $4.25K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 49 shares 49 $3.95K <0.01% +14 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29 shares; 2025Q1: 28 shares; 2025Q2: 29 shares; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares; 2026Q3: 29 shares 29 $3.93K <0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 163 shares; 2025Q3: not reported; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares; 2026Q3: 69 shares 69 $3.91K <0.01% -94 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 35 shares 35 $3.88K <0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: not reported; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares; 2026Q3: 72 shares 72 $3.81K <0.01% 0 Timeline EMPIRE PETE CORP COM EMPIRE PETE CORP COM More: the full row for EMPIRE PETE CORP COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,651 shares; 2025Q1: 1,650 shares; 2025Q2: 1,651 shares; 2025Q3: not reported; 2025Q4: 1,651 shares; 2026Q1: 1,651 shares; 2026Q2: 1,651 shares; 2026Q3: 1,651 shares 1,651 $3.76K <0.01% 0 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; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares; 2026Q3: 43 shares 43 $3.67K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $3.66K <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $3.57K <0.01% 0 Timeline CKX CKX LDS INC More: the full row for CKX LDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: not reported; 2025Q4: 339 shares; 2026Q1: 339 shares; 2026Q2: 339 shares; 2026Q3: 339 shares 339 $3.55K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40 shares; 2026Q2: 40 shares; 2026Q3: 40 shares 40 $3.48K <0.01% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares; 2026Q3: 144 shares 144 $3.47K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 42 shares 42 $3.29K <0.01% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares; 2026Q3: 41 shares 41 $3.22K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $3.15K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15 $3.1K <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; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $3.08K <0.01% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 120 shares 120 $3.05K <0.01% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares; 2026Q3: 57 shares 57 $2.92K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 53 shares 53 $2.78K <0.01% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $2.68K <0.01% 0 Timeline PVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $2.5K <0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24 shares; 2025Q1: 29 shares; 2025Q2: 38 shares; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $2.02K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $1.87K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: 98 shares; 2026Q1: 88 shares; 2026Q2: 70 shares; 2026Q3: 15 shares 15 $1.44K <0.01% -55 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares; 2026Q3: 45 shares 45 $1.44K <0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares; 2026Q3: 27 shares 27 $1.35K <0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6 $1.22K <0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11 shares 11 $1.17K <0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8 shares 8 $979 <0.01% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares; 2026Q3: 41 shares 41 $978 <0.01% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares; 2026Q3: 36 shares 36 $798 <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $787 <0.01% 0 Timeline RMIX SUNCRETE INC More: the full row for SUNCRETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $772 <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $761 <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,263 shares; 2025Q1: 2,962 shares; 2025Q2: 755 shares; 2025Q3: not reported; 2025Q4: 901 shares; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $607 <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; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 33 shares; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $425 <0.01% 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; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 7 shares; 2026Q3: 7 shares 7 $371 <0.01% 0 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares; 2026Q3: 7 shares 7 $349 <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3 $333 <0.01% 0 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $299 <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $282 <0.01% 0 Timeline MERC MERCER INTL INC More: the full row for MERCER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: 755 shares; 2026Q2: 755 shares; 2026Q3: 755 shares 755 $234 <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 35 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $226 <0.01% 0 Timeline