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: 100,444 shares; 2025Q1: 97,394 shares; 2025Q2: 96,426 shares; 2025Q3: 94,535 shares; 2025Q4: 94,535 shares; 2026Q1: 86,913 shares; 2026Q2: 84,842 shares; 2026Q3: 83,057 shares 83,057 $61.4M 12.89% -1,785 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,091,489 shares 1,091,489 $54.4M 11.42% new Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,091,790 shares 1,091,790 $54.1M 11.36% new 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: 141,488 shares; 2025Q1: 140,049 shares; 2025Q2: 139,683 shares; 2025Q3: 138,943 shares; 2025Q4: 138,943 shares; 2026Q1: 129,948 shares; 2026Q2: 130,284 shares; 2026Q3: 128,554 shares 128,554 $48.1M 10.09% -1,730 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 407,651 shares; 2025Q1: 403,430 shares; 2025Q2: 399,104 shares; 2025Q3: 398,719 shares; 2025Q4: 398,719 shares; 2026Q1: 378,287 shares; 2026Q2: 378,802 shares; 2026Q3: 378,857 shares 378,857 $31.7M 6.64% +55 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: 23,835 shares; 2025Q1: 19,990 shares; 2025Q2: 19,915 shares; 2025Q3: 20,940 shares; 2025Q4: 20,940 shares; 2026Q1: 322,650 shares; 2026Q2: 332,583 shares; 2026Q3: 330,451 shares 330,451 $28.1M 5.89% -2,132 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: 16,910 shares; 2025Q1: 92,107 shares; 2025Q2: 91,556 shares; 2025Q3: 92,087 shares; 2025Q4: 92,087 shares; 2026Q1: 90,146 shares; 2026Q2: 363,455 shares; 2026Q3: 349,253 shares 349,253 $27.4M 5.75% -14,202 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 233,268 shares; 2025Q1: 230,180 shares; 2025Q2: 227,122 shares; 2025Q3: 229,635 shares; 2025Q4: 229,635 shares; 2026Q1: 216,131 shares; 2026Q2: 218,106 shares; 2026Q3: 218,405 shares 218,405 $15.7M 3.3% +299 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,086 shares; 2025Q1: 34,980 shares; 2025Q2: 34,850 shares; 2025Q3: 34,825 shares; 2025Q4: 34,825 shares; 2026Q1: 34,027 shares; 2026Q2: 168,086 shares; 2026Q3: 166,523 shares 166,523 $15.4M 3.24% -1,563 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 131,406 shares; 2025Q1: 241,062 shares; 2025Q2: 239,832 shares; 2025Q3: 238,345 shares; 2025Q4: 238,345 shares; 2026Q1: 231,033 shares; 2026Q2: 228,692 shares; 2026Q3: 123,489 shares 123,489 $12M 2.52% -105,203 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: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 62,536 shares 62,536 $10.1M 2.11% new 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: 33,337 shares; 2025Q1: 33,341 shares; 2025Q2: 33,145 shares; 2025Q3: 33,109 shares; 2025Q4: 33,109 shares; 2026Q1: 32,174 shares; 2026Q2: 32,078 shares; 2026Q3: 28,922 shares 28,922 $9.63M 2.02% -3,156 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: 13,322 shares; 2025Q1: 13,069 shares; 2025Q2: 13,010 shares; 2025Q3: 12,910 shares; 2025Q4: 12,910 shares; 2026Q1: 12,353 shares; 2026Q2: 12,312 shares; 2026Q3: 12,256 shares 12,256 $8.05M 1.69% -56 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: 30,719 shares; 2025Q1: 32,539 shares; 2025Q2: 34,035 shares; 2025Q3: 34,930 shares; 2025Q4: 34,930 shares; 2026Q1: 35,262 shares; 2026Q2: 35,320 shares; 2026Q3: 31,344 shares 31,344 $4.86M 1.02% -3,976 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 1,875 shares; 2025Q3: 1,885 shares; 2025Q4: 1,885 shares; 2026Q1: 66,600 shares; 2026Q2: 89,793 shares; 2026Q3: 40,642 shares 40,642 $4.48M 0.94% -49,151 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: 19,168 shares; 2025Q1: 19,165 shares; 2025Q2: 19,166 shares; 2025Q3: 19,166 shares; 2025Q4: 19,166 shares; 2026Q1: 16,989 shares; 2026Q2: 16,993 shares; 2026Q3: 17,168 shares 17,168 $3.92M 0.82% +175 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: 66,965 shares; 2025Q1: 57,406 shares; 2025Q2: 57,476 shares; 2025Q3: 57,275 shares; 2025Q4: 57,275 shares; 2026Q1: 50,841 shares; 2026Q2: 50,777 shares; 2026Q3: 50,858 shares 50,858 $3.59M 0.75% +81 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: 8,794 shares; 2025Q1: 8,795 shares; 2025Q2: 8,672 shares; 2025Q3: 8,524 shares; 2025Q4: 8,524 shares; 2026Q1: 7,265 shares; 2026Q2: 7,209 shares; 2026Q3: 7,113 shares 7,113 $3.54M 0.74% -96 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: 15,063 shares; 2025Q1: 14,706 shares; 2025Q2: 14,028 shares; 2025Q3: 13,946 shares; 2025Q4: 13,946 shares; 2026Q1: 16,285 shares; 2026Q2: 16,208 shares; 2026Q3: 15,351 shares 15,351 $3.13M 0.66% -857 Timeline VNQ 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: 175,617 shares; 2025Q1: 175,286 shares; 2025Q2: 174,231 shares; 2025Q3: 176,087 shares; 2025Q4: 176,087 shares; 2026Q1: 35,052 shares; 2026Q2: 34,513 shares; 2026Q3: 33,415 shares 33,415 $3M 0.63% -1,098 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: 11,642 shares; 2025Q1: 11,647 shares; 2025Q2: 11,355 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,764 shares; 2026Q2: 12,759 shares; 2026Q3: 12,717 shares 12,717 $2.95M 0.62% -42 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: 23,507 shares; 2025Q1: 4,848 shares; 2025Q2: 4,776 shares; 2025Q3: 4,917 shares; 2025Q4: 4,917 shares; 2026Q1: 3,794 shares; 2026Q2: 3,781 shares; 2026Q3: 3,757 shares 3,757 $2.87M 0.6% -24 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: 4,957 shares; 2025Q1: 4,860 shares; 2025Q2: 4,871 shares; 2025Q3: 4,813 shares; 2025Q4: 4,813 shares; 2026Q1: 4,804 shares; 2026Q2: 4,804 shares; 2026Q3: 4,790 shares 4,790 $2.46M 0.52% -14 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: 4,463 shares; 2025Q1: 3,981 shares; 2025Q2: 3,884 shares; 2025Q3: 4,742 shares; 2025Q4: 4,742 shares; 2026Q1: 4,766 shares; 2026Q2: 4,056 shares; 2026Q3: 3,874 shares 3,874 $2.2M 0.46% -182 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: 2,159 shares; 2025Q1: 2,788 shares; 2025Q2: 2,912 shares; 2025Q3: 3,078 shares; 2025Q4: 3,078 shares; 2026Q1: 2,905 shares; 2026Q2: 3,022 shares; 2026Q3: 3,097 shares 3,097 $2.17M 0.46% +75 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: 5,242 shares; 2025Q1: 5,242 shares; 2025Q2: 5,267 shares; 2025Q3: 5,153 shares; 2025Q4: 5,153 shares; 2026Q1: 4,972 shares; 2026Q2: 4,972 shares; 2026Q3: 4,972 shares 4,972 $1.69M 0.36% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,353 shares; 2025Q1: 5,177 shares; 2025Q2: 5,047 shares; 2025Q3: 5,025 shares; 2025Q4: 5,025 shares; 2026Q1: 4,154 shares; 2026Q2: 4,103 shares; 2026Q3: 4,400 shares 4,400 $1.58M 0.33% +297 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $1.49M 0.31% 0 Timeline RPG 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: 23,745 shares; 2025Q1: 23,753 shares; 2025Q2: 23,201 shares; 2025Q3: 23,211 shares; 2025Q4: 23,211 shares; 2026Q1: 23,216 shares; 2026Q2: 23,094 shares; 2026Q3: 23,101 shares 23,101 $1.35M 0.28% +7 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: 8,354 shares; 2025Q1: 8,285 shares; 2025Q2: 8,224 shares; 2025Q3: 8,226 shares; 2025Q4: 8,226 shares; 2026Q1: 8,879 shares; 2026Q2: 8,841 shares; 2026Q3: 8,843 shares 8,843 $1.28M 0.27% +2 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: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: 3,525 shares; 2025Q3: 3,525 shares; 2025Q4: 3,525 shares; 2026Q1: 3,525 shares; 2026Q2: 3,525 shares; 2026Q3: 3,625 shares 3,625 $1.25M 0.26% +100 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,894 shares; 2025Q1: 3,282 shares; 2025Q2: 3,356 shares; 2025Q3: 3,356 shares; 2025Q4: 3,356 shares; 2026Q1: 3,127 shares; 2026Q2: 3,190 shares; 2026Q3: 3,175 shares 3,175 $1.21M 0.25% -15 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: 5,263 shares; 2025Q1: 5,117 shares; 2025Q2: 5,159 shares; 2025Q3: 5,137 shares; 2025Q4: 5,137 shares; 2026Q1: 4,780 shares; 2026Q2: 4,683 shares; 2026Q3: 4,753 shares 4,753 $1.18M 0.25% +70 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,571 shares; 2025Q1: 21,583 shares; 2025Q2: 21,069 shares; 2025Q3: 21,090 shares; 2025Q4: 21,090 shares; 2026Q1: 21,092 shares; 2026Q2: 21,093 shares; 2026Q3: 21,094 shares 21,094 $1.08M 0.23% +1 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,175 shares; 2025Q1: 15,703 shares; 2025Q2: 16,613 shares; 2025Q3: 24,889 shares; 2025Q4: 24,889 shares; 2026Q1: 20,250 shares; 2026Q2: 23,124 shares; 2026Q3: 25,257 shares 25,257 $1.07M 0.22% +2,133 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: 3,351 shares; 2025Q1: 3,354 shares; 2025Q2: 3,364 shares; 2025Q3: 3,286 shares; 2025Q4: 3,286 shares; 2026Q1: 3,124 shares; 2026Q2: 3,126 shares; 2026Q3: 3,128 shares 3,128 $1.03M 0.22% +2 Timeline PRFZ 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: 20,579 shares; 2025Q1: 20,589 shares; 2025Q2: 20,612 shares; 2025Q3: 19,839 shares; 2025Q4: 19,839 shares; 2026Q1: 19,356 shares; 2026Q2: 19,372 shares; 2026Q3: 19,394 shares 19,394 $1.01M 0.21% +22 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: 3,298 shares; 2025Q1: 3,307 shares; 2025Q2: 3,345 shares; 2025Q3: 3,267 shares; 2025Q4: 3,267 shares; 2026Q1: 3,246 shares; 2026Q2: 3,191 shares; 2026Q3: 3,199 shares 3,199 $1.01M 0.21% +8 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: 958 shares; 2025Q1: 958 shares; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 949 shares; 2026Q1: 915 shares; 2026Q2: 916 shares; 2026Q3: 1,024 shares 1,024 $932K 0.2% +108 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: 10,960 shares; 2025Q1: 9,302 shares; 2025Q2: 8,491 shares; 2025Q3: 8,552 shares; 2025Q4: 8,552 shares; 2026Q1: 6,786 shares; 2026Q2: 6,788 shares; 2026Q3: 6,770 shares 6,770 $921K 0.19% -18 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,436 shares 5,436 $885K 0.19% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,385 shares; 2025Q1: 28,575 shares; 2025Q2: 28,738 shares; 2025Q3: 32,580 shares; 2025Q4: 32,580 shares; 2026Q1: 29,100 shares; 2026Q2: 29,244 shares; 2026Q3: 29,342 shares 29,342 $885K 0.19% +98 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: 15,015 shares; 2025Q1: 14,410 shares; 2025Q2: 14,021 shares; 2025Q3: 11,675 shares; 2025Q4: 11,675 shares; 2026Q1: 10,845 shares; 2026Q2: 10,848 shares; 2026Q3: 10,850 shares 10,850 $869K 0.18% +2 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,657 shares; 2025Q1: 2,657 shares; 2025Q2: 2,657 shares; 2025Q3: 2,657 shares; 2025Q4: 2,657 shares; 2026Q1: 2,657 shares; 2026Q2: 2,510 shares; 2026Q3: 2,199 shares 2,199 $852K 0.18% -311 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 491 shares; 2026Q2: 477 shares; 2026Q3: 465 shares 465 $843K 0.18% -12 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: 40,172 shares; 2025Q1: 39,200 shares; 2025Q2: 34,586 shares; 2025Q3: 34,183 shares; 2025Q4: 34,183 shares; 2026Q1: 35,040 shares; 2026Q2: 33,643 shares; 2026Q3: 33,643 shares 33,643 $821K 0.17% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,871 shares; 2025Q1: 1,871 shares; 2025Q2: 1,871 shares; 2025Q3: 1,871 shares; 2025Q4: 1,871 shares; 2026Q1: 1,881 shares; 2026Q2: 1,871 shares; 2026Q3: 1,871 shares 1,871 $804K 0.17% 0 Timeline XMHQ 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: 229,031 shares; 2025Q1: 13,292 shares; 2025Q2: 10,356 shares; 2025Q3: 9,852 shares; 2025Q4: 9,852 shares; 2026Q1: 6,996 shares; 2026Q2: 6,989 shares; 2026Q3: 6,989 shares 6,989 $780K 0.16% 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: 6,505 shares; 2025Q1: 5,803 shares; 2025Q2: 5,697 shares; 2025Q3: 5,460 shares; 2025Q4: 5,460 shares; 2026Q1: 4,609 shares; 2026Q2: 4,482 shares; 2026Q3: 4,467 shares 4,467 $752K 0.16% -15 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: 668,909 shares; 2025Q1: 671,810 shares; 2025Q2: 158,873 shares; 2025Q3: 160,328 shares; 2025Q4: 160,328 shares; 2026Q1: 154,667 shares; 2026Q2: 154,440 shares; 2026Q3: 12,596 shares 12,596 $708K 0.15% -141,844 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,127 shares; 2025Q1: 8,975 shares; 2025Q2: 9,101 shares; 2025Q3: 12,560 shares; 2025Q4: 12,560 shares; 2026Q1: 19,790 shares; 2026Q2: 20,059 shares; 2026Q3: 20,307 shares 20,307 $700K 0.15% +248 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,360 shares; 2025Q1: 4,360 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 4,360 shares; 2026Q1: 4,376 shares; 2026Q2: 4,362 shares; 2026Q3: 4,362 shares 4,362 $688K 0.14% 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: 5,725 shares; 2025Q1: 10,193 shares; 2025Q2: 10,348 shares; 2025Q3: 10,466 shares; 2025Q4: 10,466 shares; 2026Q1: 10,718 shares; 2026Q2: 10,866 shares; 2026Q3: 11,042 shares 11,042 $676K 0.14% +176 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,640 shares; 2025Q1: 6,640 shares; 2025Q2: 6,640 shares; 2025Q3: 6,640 shares; 2025Q4: 6,640 shares; 2026Q1: 6,640 shares; 2026Q2: 6,640 shares; 2026Q3: 6,640 shares 6,640 $664K 0.14% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,558 shares; 2025Q1: 9,643 shares; 2025Q2: 9,738 shares; 2025Q3: 9,832 shares; 2025Q4: 9,832 shares; 2026Q1: 10,045 shares; 2026Q2: 19,780 shares; 2026Q3: 20,227 shares 20,227 $658K 0.14% +447 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,676 shares; 2025Q1: 12,644 shares; 2025Q2: 12,624 shares; 2025Q3: 14,437 shares; 2025Q4: 14,437 shares; 2026Q1: 13,656 shares; 2026Q2: 13,656 shares; 2026Q3: 12,717 shares 12,717 $641K 0.13% -939 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,845 shares; 2025Q1: 6,839 shares; 2025Q2: 7,231 shares; 2025Q3: 7,095 shares; 2025Q4: 7,095 shares; 2026Q1: 7,206 shares; 2026Q2: 7,273 shares; 2026Q3: 6,939 shares 6,939 $632K 0.13% -334 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: 683 shares; 2025Q1: 685 shares; 2025Q2: 688 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 758 shares; 2026Q2: 759 shares; 2026Q3: 760 shares 760 $616K 0.13% +1 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: 4,438 shares; 2025Q1: 4,353 shares; 2025Q2: 4,355 shares; 2025Q3: 4,356 shares; 2025Q4: 4,356 shares; 2026Q1: 6,015 shares; 2026Q2: 5,991 shares; 2026Q3: 5,812 shares 5,812 $610K 0.13% -179 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: 5,425 shares; 2025Q1: 5,425 shares; 2025Q2: 5,425 shares; 2025Q3: 5,425 shares; 2025Q4: 5,425 shares; 2026Q1: 7,017 shares; 2026Q2: 6,906 shares; 2026Q3: 6,666 shares 6,666 $574K 0.12% -240 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: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,405 shares; 2026Q1: 2,810 shares; 2026Q2: 2,810 shares; 2026Q3: 2,810 shares 2,810 $550K 0.12% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 882 shares; 2025Q1: 883 shares; 2025Q2: 883 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 763 shares; 2026Q2: 763 shares; 2026Q3: 752 shares 752 $545K 0.11% -11 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: 1,779 shares; 2025Q1: 1,780 shares; 2025Q2: 1,782 shares; 2025Q3: 1,783 shares; 2025Q4: 1,783 shares; 2026Q1: 1,771 shares; 2026Q2: 1,728 shares; 2026Q3: 1,703 shares 1,703 $532K 0.11% -25 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: 1,569 shares; 2025Q1: 1,572 shares; 2025Q2: 1,563 shares; 2025Q3: 1,566 shares; 2025Q4: 1,566 shares; 2026Q1: 1,864 shares; 2026Q2: 1,866 shares; 2026Q3: 1,868 shares 1,868 $495K 0.1% +2 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: 2,233 shares; 2025Q1: 2,241 shares; 2025Q2: 2,276 shares; 2025Q3: 2,283 shares; 2025Q4: 2,283 shares; 2026Q1: 2,002 shares; 2026Q2: 2,008 shares; 2026Q3: 2,013 shares 2,013 $470K 0.1% +5 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: 907,753 shares; 2025Q1: 971,046 shares; 2025Q2: 968,310 shares; 2025Q3: 1,001,837 shares; 2025Q4: 1,001,837 shares; 2026Q1: 1,123,799 shares; 2026Q2: 1,222,387 shares; 2026Q3: 9,177 shares 9,177 $455K 0.1% -1,213,210 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: 3,695 shares; 2025Q1: 3,695 shares; 2025Q2: 3,695 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares; 2026Q1: 3,256 shares; 2026Q2: 3,289 shares; 2026Q3: 3,289 shares 3,289 $426K 0.09% 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: 812 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 813 shares; 2025Q4: 813 shares; 2026Q1: 801 shares; 2026Q2: 802 shares; 2026Q3: 802 shares 802 $408K 0.09% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,870 shares; 2025Q1: 16,796 shares; 2025Q2: 17,090 shares; 2025Q3: 17,363 shares; 2025Q4: 17,363 shares; 2026Q1: 21,991 shares; 2026Q2: 22,266 shares; 2026Q3: 13,649 shares 13,649 $403K 0.08% -8,617 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: 382 shares; 2025Q1: 4,083 shares; 2025Q2: 3,971 shares; 2025Q3: 4,003 shares; 2025Q4: 4,003 shares; 2026Q1: 6,594 shares; 2026Q2: 6,306 shares; 2026Q3: 6,313 shares 6,313 $388K 0.08% +7 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,319 shares; 2025Q1: 4,252 shares; 2025Q2: 4,254 shares; 2025Q3: 4,257 shares; 2025Q4: 4,257 shares; 2026Q1: 2,453 shares; 2026Q2: 2,454 shares; 2026Q3: 2,414 shares 2,414 $376K 0.08% -40 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,464 shares; 2025Q1: 5,478 shares; 2025Q2: 4,910 shares; 2025Q3: 4,868 shares; 2025Q4: 4,868 shares; 2026Q1: 4,889 shares; 2026Q2: 4,817 shares; 2026Q3: 4,823 shares 4,823 $365K 0.08% +6 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: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares; 2026Q2: 4,248 shares; 2026Q3: 4,248 shares 4,248 $363K 0.08% 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: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 561 shares; 2026Q2: 561 shares; 2026Q3: 561 shares 561 $342K 0.07% 0 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: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares; 2026Q1: 673 shares; 2026Q2: 2,692 shares; 2026Q3: 2,692 shares 2,692 $337K 0.07% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,149 shares; 2025Q1: 2,162 shares; 2025Q2: 2,177 shares; 2025Q3: 2,137 shares; 2025Q4: 2,137 shares; 2026Q1: 2,169 shares; 2026Q2: 2,182 shares; 2026Q3: 2,196 shares 2,196 $334K 0.07% +14 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: 329 shares; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 329 shares; 2026Q2: 2,632 shares; 2026Q3: 2,632 shares 2,632 $331K 0.07% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 845 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 845 shares; 2026Q1: 1,595 shares; 2026Q2: 1,595 shares; 2026Q3: 1,595 shares 1,595 $304K 0.06% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 663 shares; 2026Q2: 699 shares; 2026Q3: 701 shares 701 $302K 0.06% +2 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: 2,526 shares; 2025Q1: 2,526 shares; 2025Q2: 2,526 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares; 2026Q1: 2,026 shares; 2026Q2: 2,026 shares; 2026Q3: 2,026 shares 2,026 $294K 0.06% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,042 shares; 2025Q1: 7,047 shares; 2025Q2: 7,067 shares; 2025Q3: 6,817 shares; 2025Q4: 6,817 shares; 2026Q1: 5,469 shares; 2026Q2: 5,394 shares; 2026Q3: 5,350 shares 5,350 $291K 0.06% -44 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,493 shares; 2025Q1: 4,515 shares; 2025Q2: 4,379 shares; 2025Q3: 4,397 shares; 2025Q4: 4,397 shares; 2026Q1: 4,438 shares; 2026Q2: 4,459 shares; 2026Q3: 4,479 shares 4,479 $282K 0.06% +20 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: 7,574 shares; 2025Q1: 7,335 shares; 2025Q2: 6,763 shares; 2025Q3: 6,720 shares; 2025Q4: 6,720 shares; 2026Q1: 6,626 shares; 2026Q2: 5,854 shares; 2026Q3: 5,854 shares 5,854 $269K 0.06% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares; 2026Q3: 2,500 shares 2,500 $256K 0.05% 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: 2,836 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares; 2026Q1: 1,024 shares; 2026Q2: 935 shares; 2026Q3: 935 shares 935 $245K 0.05% 0 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,131 shares; 2025Q1: 4,131 shares; 2025Q2: 4,131 shares; 2025Q3: 4,131 shares; 2025Q4: 4,131 shares; 2026Q1: 4,131 shares; 2026Q2: 4,131 shares; 2026Q3: 4,131 shares 4,131 $243K 0.05% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 1,038 shares; 2026Q2: 1,038 shares; 2026Q3: 1,038 shares 1,038 $242K 0.05% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60,948 shares; 2025Q1: 62,650 shares; 2025Q2: 62,769 shares; 2025Q3: 63,560 shares; 2025Q4: 63,560 shares; 2026Q1: 5,743 shares; 2026Q2: 5,760 shares; 2026Q3: 5,815 shares 5,815 $238K 0.05% +55 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: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 915 shares; 2026Q2: 915 shares; 2026Q3: 915 shares 915 $236K 0.05% 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: 494 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares; 2026Q2: 494 shares; 2026Q3: 494 shares 494 $234K 0.05% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL 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: 11,968 shares; 2026Q3: 12,266 shares 12,266 $234K 0.05% +298 Timeline SUB 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: 2,230 shares 2,230 $233K 0.05% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 1,898 shares; 2026Q2: 1,898 shares; 2026Q3: 1,898 shares 1,898 $230K 0.05% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,108 shares; 2025Q1: 2,108 shares; 2025Q2: 2,108 shares; 2025Q3: 2,433 shares; 2025Q4: 2,433 shares; 2026Q1: 2,439 shares; 2026Q2: 4,880 shares; 2026Q3: 2,797 shares 2,797 $227K 0.05% -2,083 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: 558 shares; 2025Q1: 558 shares; 2025Q2: 558 shares; 2025Q3: 558 shares; 2025Q4: 558 shares; 2026Q1: 629 shares; 2026Q2: 658 shares; 2026Q3: 796 shares 796 $226K 0.05% +138 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,546 shares; 2025Q1: 4,549 shares; 2025Q2: 4,551 shares; 2025Q3: 4,553 shares; 2025Q4: 4,553 shares; 2026Q1: 4,128 shares; 2026Q2: 4,129 shares; 2026Q3: 4,131 shares 4,131 $225K 0.05% +2 Timeline VOOV 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: 1,012 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 1,012 shares; 2026Q2: 1,012 shares; 2026Q3: 1,012 shares 1,012 $223K 0.05% 0 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: 1,256 shares; 2025Q1: 4,922 shares; 2025Q2: 4,934 shares; 2025Q3: 4,946 shares; 2025Q4: 4,946 shares; 2026Q1: 4,111 shares; 2026Q2: 4,122 shares; 2026Q3: 4,133 shares 4,133 $221K 0.05% +11 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,455 shares; 2025Q3: 2,455 shares; 2025Q4: 2,455 shares; 2026Q1: 2,455 shares; 2026Q2: 2,455 shares; 2026Q3: 2,455 shares 2,455 $217K 0.05% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares; 2026Q2: 1,825 shares; 2026Q3: 1,825 shares 1,825 $217K 0.05% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 3,090 shares; 2026Q2: 3,090 shares; 2026Q3: 3,090 shares 3,090 $215K 0.05% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,693 shares; 2025Q1: 6,792 shares; 2025Q2: 6,883 shares; 2025Q3: 6,931 shares; 2025Q4: 6,931 shares; 2026Q1: 7,059 shares; 2026Q2: 7,075 shares; 2026Q3: 7,128 shares 7,128 $209K 0.04% +53 Timeline SPYX 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: 6,303 shares; 2025Q1: 6,312 shares; 2025Q2: 6,320 shares; 2025Q3: 5,202 shares; 2025Q4: 5,202 shares; 2026Q1: 3,327 shares; 2026Q2: 3,330 shares; 2026Q3: 3,333 shares 3,333 $208K 0.04% +3 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 1,250 shares; 2026Q3: 1,250 shares 1,250 $204K 0.04% 0 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: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: 2,414 shares; 2025Q3: 2,414 shares; 2025Q4: 2,414 shares; 2026Q1: 1,890 shares; 2026Q2: 1,890 shares; 2026Q3: 1,890 shares 1,890 $203K 0.04% 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: 894 shares; 2026Q3: 893 shares 893 $188K 0.04% -1 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares; 2026Q3: 1,750 shares 1,750 $184K 0.04% 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: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 2,757 shares; 2025Q3: 2,757 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares; 2026Q2: 2,757 shares; 2026Q3: 2,857 shares 2,857 $178K 0.04% +100 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: 2,784 shares; 2025Q1: 2,784 shares; 2025Q2: 2,784 shares; 2025Q3: 2,784 shares; 2025Q4: 2,784 shares; 2026Q1: 2,784 shares; 2026Q2: 2,784 shares; 2026Q3: 2,784 shares 2,784 $178K 0.04% 0 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: 1,207 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 1,181 shares; 2025Q4: 1,181 shares; 2026Q1: 879 shares; 2026Q2: 879 shares; 2026Q3: 879 shares 879 $172K 0.04% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 219 shares; 2026Q2: 219 shares; 2026Q3: 195 shares 195 $166K 0.03% -24 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,729 shares; 2025Q1: 7,729 shares; 2025Q2: 7,729 shares; 2025Q3: 7,729 shares; 2025Q4: 7,729 shares; 2026Q1: 6,053 shares; 2026Q2: 6,053 shares; 2026Q3: 6,053 shares 6,053 $165K 0.03% 0 Timeline DFUV 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: 2,842 shares; 2025Q1: 2,842 shares; 2025Q2: 2,842 shares; 2025Q3: 2,842 shares; 2025Q4: 2,842 shares; 2026Q1: 3,001 shares; 2026Q2: 3,001 shares; 2026Q3: 3,001 shares 3,001 $165K 0.03% 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: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 985 shares; 2026Q1: 985 shares; 2026Q2: 985 shares; 2026Q3: 985 shares 985 $164K 0.03% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 908 shares; 2025Q4: 908 shares; 2026Q1: 1,158 shares; 2026Q2: 1,158 shares; 2026Q3: 1,056 shares 1,056 $164K 0.03% -102 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: 395 shares; 2025Q1: 385 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 344 shares; 2026Q3: 445 shares 445 $163K 0.03% +101 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: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares; 2026Q2: 261 shares; 2026Q3: 261 shares 261 $160K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,602 shares; 2025Q1: 1,602 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares; 2025Q4: 1,602 shares; 2026Q1: 2,352 shares; 2026Q2: 2,352 shares; 2026Q3: 2,352 shares 2,352 $158K 0.03% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,262 shares; 2025Q3: 1,262 shares; 2025Q4: 1,262 shares; 2026Q1: 1,276 shares; 2026Q2: 1,287 shares; 2026Q3: 1,287 shares 1,287 $158K 0.03% 0 Timeline VPU 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: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 918 shares; 2026Q2: 918 shares; 2026Q3: 918 shares 918 $157K 0.03% 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: 738 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 738 shares; 2026Q1: 738 shares; 2026Q2: 738 shares; 2026Q3: 738 shares 738 $153K 0.03% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 584 shares; 2025Q1: 585 shares; 2025Q2: 587 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 520 shares; 2026Q2: 521 shares; 2026Q3: 522 shares 522 $149K 0.03% +1 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares; 2026Q1: 4,705 shares; 2026Q2: 4,705 shares; 2026Q3: 4,705 shares 4,705 $147K 0.03% 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: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares; 2026Q3: 1,430 shares 1,430 $144K 0.03% 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: 1,369 shares; 2025Q1: 1,369 shares; 2025Q2: 1,238 shares; 2025Q3: 1,191 shares; 2025Q4: 1,191 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares; 2026Q3: 1,025 shares 1,025 $141K 0.03% 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: 892 shares; 2026Q3: 892 shares 892 $138K 0.03% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 746 shares; 2026Q2: 746 shares; 2026Q3: 746 shares 746 $137K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $137K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,481 shares; 2025Q1: 4,488 shares; 2025Q2: 4,495 shares; 2025Q3: 4,503 shares; 2025Q4: 4,503 shares; 2026Q1: 4,767 shares; 2026Q2: 4,775 shares; 2026Q3: 4,782 shares 4,782 $136K 0.03% +7 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 425 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 443 shares; 2026Q2: 443 shares; 2026Q3: 444 shares 444 $135K 0.03% +1 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: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares; 2026Q3: 921 shares 921 $133K 0.03% +1 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: 5,384 shares; 2025Q1: 5,344 shares; 2025Q2: 4,358 shares; 2025Q3: 4,056 shares; 2025Q4: 4,056 shares; 2026Q1: 4,551 shares; 2026Q2: 4,265 shares; 2026Q3: 4,265 shares 4,265 $132K 0.03% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 621 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 623 shares; 2026Q2: 623 shares; 2026Q3: 623 shares 623 $131K 0.03% 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: 2,136 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,552 shares; 2026Q1: 6,027 shares; 2026Q2: 3,292 shares; 2026Q3: 3,294 shares 3,294 $130K 0.03% +2 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,161 shares; 2026Q3: 2,164 shares 2,164 $129K 0.03% +3 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,056 shares; 2025Q1: 2,056 shares; 2025Q2: 2,056 shares; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares; 2026Q1: 2,216 shares; 2026Q2: 2,341 shares; 2026Q3: 2,341 shares 2,341 $128K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 507 shares; 2025Q1: 482 shares; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 464 shares; 2026Q3: 464 shares 464 $126K 0.03% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 331 shares; 2026Q2: 331 shares; 2026Q3: 331 shares 331 $120K 0.03% 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: 1,179 shares; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares; 2026Q2: 993 shares; 2026Q3: 993 shares 993 $119K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 286 shares; 2026Q3: 286 shares 286 $119K 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares; 2026Q3: 2,400 shares 2,400 $119K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 746 shares; 2026Q2: 746 shares; 2026Q3: 746 shares 746 $118K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 125 shares; 2026Q2: 125 shares; 2026Q3: 125 shares 125 $113K 0.02% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares; 2026Q3: 920 shares 920 $112K 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: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 264 shares; 2026Q3: 264 shares 264 $111K 0.02% 0 Timeline PGJ 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: 5,080 shares; 2025Q1: 5,080 shares; 2025Q2: 5,080 shares; 2025Q3: 5,080 shares; 2025Q4: 5,080 shares; 2026Q1: 5,080 shares; 2026Q2: 5,080 shares; 2026Q3: 5,080 shares 5,080 $111K 0.02% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 370 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 365 shares; 2026Q2: 365 shares; 2026Q3: 365 shares 365 $111K 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 593 shares; 2025Q1: 597 shares; 2025Q2: 600 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 606 shares; 2026Q2: 608 shares; 2026Q3: 610 shares 610 $107K 0.02% +2 Timeline DFIV 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: 1,852 shares; 2025Q1: 1,852 shares; 2025Q2: 1,852 shares; 2025Q3: 1,852 shares; 2025Q4: 1,852 shares; 2026Q1: 1,916 shares; 2026Q2: 1,916 shares; 2026Q3: 1,916 shares 1,916 $107K 0.02% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,476 shares; 2025Q1: 1,476 shares; 2025Q2: 1,476 shares; 2025Q3: 1,476 shares; 2025Q4: 1,476 shares; 2026Q1: 1,476 shares; 2026Q2: 1,476 shares; 2026Q3: 1,476 shares 1,476 $107K 0.02% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 286 shares; 2026Q3: 286 shares 286 $107K 0.02% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 590 shares; 2026Q2: 590 shares; 2026Q3: 590 shares 590 $102K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 106 shares; 2026Q2: 106 shares; 2026Q3: 106 shares 106 $101K 0.02% 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: 5,568 shares; 2025Q1: 5,586 shares; 2025Q2: 5,267 shares; 2025Q3: 5,267 shares; 2025Q4: 5,267 shares; 2026Q1: 4,614 shares; 2026Q2: 4,614 shares; 2026Q3: 4,614 shares 4,614 $100K 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: 1,864 shares; 2025Q1: 1,864 shares; 2025Q2: 1,864 shares; 2025Q3: 1,864 shares; 2025Q4: 1,864 shares; 2026Q1: 1,864 shares; 2026Q2: 1,864 shares; 2026Q3: 1,712 shares 1,712 $98.9K 0.02% -152 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: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: 758 shares; 2026Q3: 758 shares 758 $98.6K 0.02% 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: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares; 2026Q2: 351 shares; 2026Q3: 351 shares 351 $97.5K 0.02% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares; 2026Q2: 1,580 shares; 2026Q3: 1,580 shares 1,580 $96.6K 0.02% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $96.2K 0.02% 0 Timeline VREX VAREX IMAGING CORP More: the full row for VAREX IMAGING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,180 shares; 2025Q1: 5,180 shares; 2025Q2: 5,180 shares; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares; 2026Q1: 5,180 shares; 2026Q2: 5,180 shares; 2026Q3: 5,180 shares 5,180 $95.6K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 336 shares; 2026Q3: 336 shares 336 $95K 0.02% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 596 shares; 2025Q1: 599 shares; 2025Q2: 601 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 617 shares; 2026Q2: 612 shares; 2026Q3: 614 shares 614 $91.5K 0.02% +2 Timeline PHO 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: 1,345 shares; 2025Q1: 1,345 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares; 2026Q1: 1,345 shares; 2026Q2: 1,345 shares; 2026Q3: 1,345 shares 1,345 $91.2K 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: 474 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 474 shares; 2026Q2: 474 shares; 2026Q3: 474 shares 474 $88.2K 0.02% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,794 shares; 2025Q1: 9,794 shares; 2025Q2: 7,413 shares; 2025Q3: 7,413 shares; 2025Q4: 7,413 shares; 2026Q1: 7,783 shares; 2026Q2: 7,441 shares; 2026Q3: 5,433 shares 5,433 $87.7K 0.02% -2,008 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: 2,784 shares; 2025Q1: 2,784 shares; 2025Q2: 2,784 shares; 2025Q3: 2,784 shares; 2025Q4: 2,784 shares; 2026Q1: 2,784 shares; 2026Q2: 2,784 shares; 2026Q3: 2,784 shares 2,784 $87.1K 0.02% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $87K 0.02% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,147 shares; 2026Q2: 3,152 shares; 2026Q3: 3,152 shares 3,152 $86.6K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares; 2026Q3: 2,700 shares 2,700 $86.3K 0.02% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 442 shares; 2026Q3: 442 shares 442 $85.6K 0.02% 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: 573 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 527 shares; 2026Q2: 510 shares; 2026Q3: 510 shares 510 $85.2K 0.02% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 1,712 shares; 2026Q2: 1,712 shares; 2026Q3: 1,598 shares 1,598 $84.2K 0.02% -114 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 544 shares; 2025Q1: 546 shares; 2025Q2: 548 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 553 shares; 2026Q2: 554 shares; 2026Q3: 556 shares 556 $83.8K 0.02% +2 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: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,181 shares; 2026Q2: 1,181 shares; 2026Q3: 1,181 shares 1,181 $83.4K 0.02% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares; 2026Q1: 673 shares; 2026Q2: 673 shares; 2026Q3: 673 shares 673 $83.1K 0.02% 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: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 377 shares; 2026Q2: 377 shares; 2026Q3: 377 shares 377 $82.9K 0.02% 0 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,869 shares; 2025Q1: 1,875 shares; 2025Q2: 1,884 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,720 shares; 2026Q2: 1,726 shares; 2026Q3: 1,733 shares 1,733 $80.3K 0.02% +7 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,009 shares; 2025Q1: 509 shares; 2025Q2: 509 shares; 2025Q3: 509 shares; 2025Q4: 509 shares; 2026Q1: 509 shares; 2026Q2: 509 shares; 2026Q3: 509 shares 509 $79.8K 0.02% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 1,554 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 1,594 shares; 2026Q2: 1,604 shares; 2026Q3: 1,617 shares 1,617 $78.8K 0.02% +13 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: 709 shares; 2025Q1: 709 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 709 shares; 2026Q2: 709 shares; 2026Q3: 709 shares 709 $78.2K 0.02% 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: 392 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 704 shares; 2026Q2: 704 shares; 2026Q3: 704 shares 704 $76.6K 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 834 shares; 2026Q3: 834 shares 834 $75.2K 0.02% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP 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: 848 shares 848 $74.4K 0.02% new 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: 343 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 343 shares; 2026Q2: 343 shares; 2026Q3: 343 shares 343 $74.1K 0.02% 0 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 978 shares; 2026Q2: 978 shares; 2026Q3: 978 shares 978 $73.2K 0.02% 0 Timeline SPWO SP FUNDS TRUST More: the full row for SP FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 2,143 shares; 2026Q2: 2,148 shares; 2026Q3: 2,154 shares 2,154 $72.1K 0.02% +6 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,912 shares; 2026Q3: 2,912 shares 2,912 $71.5K 0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,404 shares; 2026Q2: 1,404 shares; 2026Q3: 1,404 shares 1,404 $70.7K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares; 2026Q1: 673 shares; 2026Q2: 673 shares; 2026Q3: 673 shares 673 $69.4K 0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 325 shares; 2026Q2: 292 shares; 2026Q3: 292 shares 292 $67.4K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares; 2026Q2: 611 shares; 2026Q3: 611 shares 611 $65.7K 0.01% 0 Timeline SPMB 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: 3,103 shares; 2025Q4: 3,103 shares; 2026Q1: 3,103 shares; 2026Q2: 3,103 shares; 2026Q3: 3,103 shares 3,103 $65.6K 0.01% 0 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,186 shares; 2025Q1: 2,086 shares; 2025Q2: 2,086 shares; 2025Q3: 2,086 shares; 2025Q4: 2,086 shares; 2026Q1: 2,665 shares; 2026Q2: 2,665 shares; 2026Q3: 2,333 shares 2,333 $65K 0.01% -332 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 370 shares; 2026Q2: 370 shares; 2026Q3: 370 shares 370 $60.7K 0.01% 0 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: 437 shares; 2025Q1: 439 shares; 2025Q2: 440 shares; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 443 shares; 2026Q2: 444 shares; 2026Q3: 445 shares 445 $60.3K 0.01% +1 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $59.2K 0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,652 shares; 2025Q1: 4,655 shares; 2025Q2: 4,748 shares; 2025Q3: 4,753 shares; 2025Q4: 4,753 shares; 2026Q1: 4,763 shares; 2026Q2: 4,769 shares; 2026Q3: 4,787 shares 4,787 $58.6K 0.01% +18 Timeline CARZ 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: 526 shares; 2025Q1: 526 shares; 2025Q2: 528 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 538 shares; 2026Q2: 538 shares; 2026Q3: 538 shares 538 $57.9K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 611 shares; 2026Q2: 611 shares; 2026Q3: 611 shares 611 $57.4K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 85 shares; 2026Q2: 85 shares; 2026Q3: 85 shares 85 $57.1K 0.01% 0 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: 736 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 736 shares; 2025Q4: 736 shares; 2026Q1: 736 shares; 2026Q2: 736 shares; 2026Q3: 736 shares 736 $57K 0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 235 shares; 2026Q2: 235 shares; 2026Q3: 235 shares 235 $56.8K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares; 2026Q3: 59 shares 59 $56.4K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 459 shares; 2025Q1: 459 shares; 2025Q2: 459 shares; 2025Q3: 459 shares; 2025Q4: 459 shares; 2026Q1: 459 shares; 2026Q2: 459 shares; 2026Q3: 459 shares 459 $54.8K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 137 shares; 2026Q2: 137 shares; 2026Q3: 237 shares 237 $54.4K 0.01% +100 Timeline UMMA LISTED FDS TR More: the full row for LISTED 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: 919 shares; 2025Q4: 919 shares; 2026Q1: 919 shares; 2026Q2: 919 shares; 2026Q3: 1,448 shares 1,448 $53.3K 0.01% +529 Timeline SPTI 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: 2,111 shares; 2025Q4: 2,111 shares; 2026Q1: 1,938 shares; 2026Q2: 1,938 shares; 2026Q3: 1,938 shares 1,938 $52.9K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 789 shares; 2025Q1: 789 shares; 2025Q2: 789 shares; 2025Q3: 789 shares; 2025Q4: 789 shares; 2026Q1: 789 shares; 2026Q2: 789 shares; 2026Q3: 789 shares 789 $52.7K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 100 shares 100 $52.3K 0.01% new 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: 103 shares; 2025Q1: 149 shares; 2025Q2: 155 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 146 shares; 2026Q3: 146 shares 146 $51.8K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $51.2K 0.01% 0 Timeline BSV 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: 906 shares; 2025Q1: 767 shares; 2025Q2: 738 shares; 2025Q3: 679 shares; 2025Q4: 679 shares; 2026Q1: 766 shares; 2026Q2: 733 shares; 2026Q3: 668 shares 668 $51.1K 0.01% -65 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,967 shares; 2026Q2: 3,967 shares; 2026Q3: 3,967 shares 3,967 $50.5K 0.01% 0 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: 2,937 shares; 2025Q1: 2,333 shares; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares; 2026Q1: 1,946 shares; 2026Q2: 2,941 shares; 2026Q3: 2,941 shares 2,941 $50K 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: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 266 shares; 2026Q3: 266 shares 266 $48.8K 0.01% 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: 2,691 shares; 2025Q1: 2,691 shares; 2025Q2: 2,551 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 871 shares; 2026Q2: 417 shares; 2026Q3: 461 shares 461 $47.9K 0.01% +44 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: 448 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 448 shares; 2026Q2: 448 shares; 2026Q3: 448 shares 448 $47.8K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 598 shares; 2026Q2: 598 shares; 2026Q3: 598 shares 598 $46.9K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $46.5K 0.01% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,341 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares; 2025Q4: 1,341 shares; 2026Q1: 1,341 shares; 2026Q2: 1,341 shares; 2026Q3: 1,341 shares 1,341 $45.6K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares; 2026Q3: 26 shares 26 $45.2K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,196 shares 1,196 $39.8K 0.01% new 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: 428 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares; 2026Q3: 425 shares 425 $39.7K 0.01% 0 Timeline SPYD 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: 875 shares; 2026Q2: 875 shares; 2026Q3: 875 shares 875 $39.7K 0.01% 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: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 213 shares; 2026Q3: 213 shares 213 $39.5K 0.01% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $38.7K 0.01% 0 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: 1,920 shares; 2025Q1: 2,586 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 2,586 shares; 2026Q2: 1,920 shares; 2026Q3: 1,920 shares 1,920 $38K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 328 shares; 2026Q3: 328 shares 328 $37.3K 0.01% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 129 shares; 2026Q2: 105 shares; 2026Q3: 105 shares 105 $36.9K 0.01% 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: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 483 shares; 2026Q2: 370 shares; 2026Q3: 370 shares 370 $36.6K 0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $36.4K 0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,626 shares; 2025Q1: 1,626 shares; 2025Q2: 1,626 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares; 2026Q1: 1,626 shares; 2026Q2: 1,626 shares; 2026Q3: 1,626 shares 1,626 $36.1K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $35.6K 0.01% 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: 266 shares; 2025Q1: 269 shares; 2025Q2: 271 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 276 shares; 2026Q2: 278 shares; 2026Q3: 280 shares 280 $35.5K 0.01% +2 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 817 shares; 2026Q1: 817 shares; 2026Q2: 817 shares; 2026Q3: 817 shares 817 $34.8K 0.01% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,692 shares; 2025Q1: 1,692 shares; 2025Q2: 1,692 shares; 2025Q3: 1,692 shares; 2025Q4: 1,692 shares; 2026Q1: 1,692 shares; 2026Q2: 1,692 shares; 2026Q3: 1,692 shares 1,692 $34.5K 0.01% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares; 2026Q3: 29 shares 29 $33.6K 0.01% +15 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares; 2026Q3: 720 shares 720 $33.5K 0.01% 0 Timeline XSD 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: 61 shares; 2026Q3: 61 shares 61 $32.3K 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: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 398 shares; 2026Q2: 398 shares; 2026Q3: 398 shares 398 $32.1K 0.01% 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: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares; 2026Q3: 59 shares 59 $31.7K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 526 shares; 2026Q2: 526 shares; 2026Q3: 526 shares 526 $31.2K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares; 2026Q3: 41 shares 41 $30.9K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 314 shares; 2026Q3: 314 shares 314 $30.4K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 157 shares; 2026Q3: 157 shares 157 $29.9K 0.01% 0 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: 216 shares; 2025Q1: 185 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 188 shares; 2026Q2: 189 shares; 2026Q3: 189 shares 189 $29.9K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 236 shares; 2026Q2: 236 shares; 2026Q3: 236 shares 236 $29.7K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $29.1K 0.01% 0 Timeline KOMP 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: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 437 shares; 2026Q3: 437 shares 437 $29K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares; 2026Q3: 223 shares 223 $29K 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: 175 shares; 2026Q2: 175 shares; 2026Q3: 175 shares 175 $28.3K 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: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 286 shares; 2026Q3: 286 shares 286 $26.9K 0.01% 0 Timeline RSPH 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: 698 shares; 2025Q1: 699 shares; 2025Q2: 701 shares; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: 705 shares; 2026Q2: 706 shares; 2026Q3: 707 shares 707 $26.2K 0.01% +1 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,228 shares; 2025Q1: 1,228 shares; 2025Q2: 832 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 334 shares; 2026Q2: 334 shares; 2026Q3: 334 shares 334 $26K 0.01% 0 Timeline QCLN 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: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares; 2026Q3: 525 shares 525 $25.3K 0.01% 0 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: 2,607 shares; 2025Q1: 607 shares; 2025Q2: 607 shares; 2025Q3: 607 shares; 2025Q4: 607 shares; 2026Q1: 607 shares; 2026Q2: 607 shares; 2026Q3: 607 shares 607 $25.3K 0.01% 0 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 239 shares; 2026Q2: 239 shares; 2026Q3: 239 shares 239 $25.2K 0.01% 0 Timeline XT 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: 298 shares; 2025Q4: 298 shares; 2026Q1: 298 shares; 2026Q2: 298 shares; 2026Q3: 298 shares 298 $24.9K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares; 2026Q3: 220 shares 220 $24.6K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 183 shares; 2026Q3: 183 shares 183 $24.5K 0.01% 0 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 754 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 546 shares; 2026Q2: 546 shares; 2026Q3: 546 shares 546 $24.3K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,386 shares; 2025Q1: 1,921 shares; 2025Q2: 1,940 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares; 2026Q1: 2,986 shares; 2026Q2: 2,998 shares; 2026Q3: 2,013 shares 2,013 $24.3K 0.01% -985 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,443 shares; 2025Q1: 7,443 shares; 2025Q2: 7,443 shares; 2025Q3: 7,443 shares; 2025Q4: 7,443 shares; 2026Q1: 4,436 shares; 2026Q2: 4,436 shares; 2026Q3: 4,436 shares 4,436 $24K 0.01% 0 Timeline SPTL 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: 1,253 shares; 2025Q4: 1,253 shares; 2026Q1: 997 shares; 2026Q2: 997 shares; 2026Q3: 997 shares 997 $23.8K <0.01% 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: 452 shares; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 60 shares; 2026Q2: 43 shares; 2026Q3: 43 shares 43 $23.7K <0.01% 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: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 282 shares; 2026Q3: 282 shares 282 $23.7K <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: 444 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 448 shares; 2026Q2: 448 shares; 2026Q3: 449 shares 449 $23.6K <0.01% +1 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 217 shares; 2025Q1: 218 shares; 2025Q2: 192 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 86 shares; 2026Q2: 86 shares; 2026Q3: 87 shares 87 $23.5K <0.01% +1 Timeline IDNA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 857 shares; 2025Q1: 733 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 553 shares; 2026Q2: 555 shares; 2026Q3: 555 shares 555 $23.5K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares; 2026Q3: 23 shares 23 $23.3K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 125 shares 125 $22.9K <0.01% -125 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 204 shares; 2026Q2: 204 shares; 2026Q3: 204 shares 204 $22.4K <0.01% 0 Timeline IAGG 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: 568 shares; 2025Q4: 568 shares; 2026Q1: 454 shares; 2026Q2: 454 shares; 2026Q3: 454 shares 454 $22.3K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares; 2026Q3: 269 shares 269 $21.8K <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: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares; 2026Q3: 111 shares 111 $21.5K <0.01% 0 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: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $21.4K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 314 shares; 2026Q3: 314 shares 314 $21.1K <0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares; 2026Q3: 155 shares 155 $20.5K <0.01% 0 Timeline SCHH 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: 929 shares; 2025Q4: 929 shares; 2026Q1: 929 shares; 2026Q2: 929 shares; 2026Q3: 929 shares 929 $20.5K <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares; 2026Q3: 260 shares 260 $20.4K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 148 shares; 2026Q2: 148 shares; 2026Q3: 148 shares 148 $20.4K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares; 2026Q3: 56 shares 56 $20K <0.01% 0 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: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares; 2026Q3: 180 shares 180 $20K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 99 shares; 2026Q2: 99 shares; 2026Q3: 99 shares 99 $19.9K <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares; 2026Q3: 130 shares 130 $19.8K <0.01% 0 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $19.8K <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: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $19.7K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares; 2026Q3: 85 shares 85 $19.2K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares; 2026Q3: 140 shares 140 $19.1K <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: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares; 2026Q3: 212 shares 212 $19K <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: 702 shares; 2025Q1: 702 shares; 2025Q2: 703 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 328 shares; 2026Q3: 329 shares 329 $19K <0.01% +1 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares; 2026Q3: 14 shares 14 $18.9K <0.01% 0 Timeline SKHY SK HYNIX INC More: the full row for SK HYNIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 100 shares 100 $18.4K <0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares; 2026Q3: 140 shares 140 $18.1K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 280 shares; 2026Q2: 280 shares; 2026Q3: 280 shares 280 $18.1K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 332 shares; 2026Q2: 332 shares; 2026Q3: 332 shares 332 $18K <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: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares; 2026Q3: 350 shares 350 $17.7K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares; 2026Q3: 123 shares 123 $17.5K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares; 2026Q3: 550 shares 550 $17.2K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 1,150 shares; 2026Q2: 1,150 shares; 2026Q3: 1,150 shares 1,150 $17.2K <0.01% 0 Timeline QQQJ 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: 375 shares; 2025Q1: 376 shares; 2025Q2: 377 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 379 shares; 2026Q2: 379 shares; 2026Q3: 381 shares 381 $16.7K <0.01% +2 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: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares; 2026Q3: 360 shares 360 $16.6K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 461 shares; 2025Q4: 461 shares; 2026Q1: 461 shares; 2026Q2: 461 shares; 2026Q3: 461 shares 461 $16.3K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC 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: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares; 2026Q3: 1,200 shares 1,200 $16.2K <0.01% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares; 2026Q3: 79 shares 79 $16.1K <0.01% 0 Timeline SIL 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: 187 shares; 2026Q2: 187 shares; 2026Q3: 187 shares 187 $16.1K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 183 shares 183 $15.6K <0.01% new Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $15.5K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares; 2026Q3: 184 shares 184 $15.5K <0.01% +92 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,469 shares; 2025Q4: 1,469 shares; 2026Q1: 1,469 shares; 2026Q2: 1,469 shares; 2026Q3: 1,469 shares 1,469 $15.2K <0.01% 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: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 122 shares; 2026Q2: 122 shares; 2026Q3: 122 shares 122 $15K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares; 2026Q3: 47 shares 47 $15K <0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares; 2026Q3: 79 shares 79 $14.6K <0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 79 shares; 2025Q1: 68 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 117 shares; 2026Q2: 70 shares; 2026Q3: 70 shares 70 $14.6K <0.01% 0 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 239 shares; 2026Q2: 239 shares; 2026Q3: 239 shares 239 $14.6K <0.01% 0 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares; 2026Q3: 505 shares 505 $14.5K <0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 78 shares 78 $14.4K <0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares; 2026Q3: 375 shares 375 $14.3K <0.01% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares; 2026Q3: 52 shares 52 $14.3K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares; 2026Q3: 68 shares 68 $14.1K <0.01% 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: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 48 shares; 2026Q2: 48 shares; 2026Q3: 48 shares 48 $14K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares; 2026Q3: 52 shares 52 $13.7K <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: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares; 2026Q3: 350 shares 350 $13.3K <0.01% +80 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: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 231 shares; 2026Q2: 200 shares; 2026Q3: 128 shares 128 $13K <0.01% -72 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: 229 shares; 2026Q2: 229 shares; 2026Q3: 229 shares 229 $12.9K <0.01% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares; 2026Q3: 36 shares 36 $12.8K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 39 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares; 2026Q2: 45 shares; 2026Q3: 45 shares 45 $12.2K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares; 2026Q3: 206 shares 206 $12.1K <0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $11.8K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares; 2026Q2: 218 shares; 2026Q3: 218 shares 218 $11.7K <0.01% 0 Timeline FCEL FUELCELL ENERGY INC More: the full row for FUELCELL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 703 shares; 2026Q2: 703 shares; 2026Q3: 703 shares 703 $11.5K <0.01% 0 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares; 2026Q2: 438 shares; 2026Q3: 438 shares 438 $11.5K <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: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares; 2026Q3: 70 shares 70 $11.5K <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares; 2026Q3: 280 shares 280 $11.4K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $11.3K <0.01% 0 Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares; 2026Q3: 190 shares 190 $11.1K <0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 246 shares; 2026Q2: 246 shares; 2026Q3: 246 shares 246 $10.9K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 71 shares 71 $10.8K <0.01% new 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: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares; 2026Q3: 136 shares 136 $10.6K <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: 50 shares; 2025Q1: 50 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 52 shares 52 $10.5K <0.01% +1 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares; 2026Q3: 168 shares 168 $10.2K <0.01% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares; 2026Q3: 65 shares 65 $10K <0.01% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares; 2026Q3: 52 shares 52 $9.73K <0.01% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares; 2026Q3: 850 shares 850 $9.73K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $9.71K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares; 2026Q3: 113 shares 113 $9.67K <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: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $9.52K <0.01% 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: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 66 shares; 2026Q2: 33 shares; 2026Q3: 33 shares 33 $9.41K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares; 2026Q3: 58 shares 58 $9.17K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares; 2026Q2: 14 shares; 2026Q3: 14 shares 14 $9K <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: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 371 shares; 2026Q2: 371 shares; 2026Q3: 371 shares 371 $8.9K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares; 2026Q3: 40 shares 40 $8.86K <0.01% 0 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares; 2026Q3: 220 shares 220 $8.84K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $8.74K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares; 2026Q3: 42 shares 42 $8.71K <0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares; 2026Q3: 21 shares 21 $8.54K <0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares; 2026Q3: 210 shares 210 $8.46K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 92 shares; 2026Q2: 92 shares; 2026Q3: 92 shares 92 $8.11K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares; 2026Q3: 91 shares 91 $8.11K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 40 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 73 shares; 2026Q2: 43 shares; 2026Q3: 43 shares 43 $8.04K <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: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares; 2026Q3: 122 shares 122 $7.98K <0.01% 0 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares; 2026Q3: 110 shares 110 $7.9K <0.01% 0 Timeline DUHP DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN 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: 184 shares 184 $7.71K <0.01% new Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares; 2026Q3: 26 shares 26 $7.67K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $7.55K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares; 2026Q3: 34 shares 34 $7.52K <0.01% 0 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 77 shares; 2026Q3: 77 shares 77 $7.45K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares; 2026Q3: 220 shares 220 $7.3K <0.01% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares; 2026Q3: 40 shares 40 $7.1K <0.01% +1 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares; 2026Q3: 19 shares 19 $7.04K <0.01% 0 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares; 2026Q3: 21 shares 21 $7.01K <0.01% 0 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares; 2026Q3: 110 shares 110 $6.81K <0.01% 0 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares; 2026Q3: 166 shares 166 $6.79K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares; 2026Q3: 32 shares 32 $6.72K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $6.7K <0.01% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $6.53K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares; 2026Q3: 69 shares 69 $6.5K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $6.41K <0.01% 0 Timeline PBD 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: 649 shares; 2025Q1: 366 shares; 2025Q2: 370 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 375 shares; 2026Q2: 377 shares; 2026Q3: 379 shares 379 $6.36K <0.01% +2 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: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $6.29K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares; 2026Q3: 190 shares 190 $6.25K <0.01% 0 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 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: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $6.17K <0.01% 0 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51 $6.1K <0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 164 shares; 2026Q2: 114 shares; 2026Q3: 63 shares 63 $5.96K <0.01% -51 Timeline PBW 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: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 203 shares; 2026Q3: 204 shares 204 $5.94K <0.01% +1 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: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares; 2026Q3: 17 shares 17 $5.77K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares; 2026Q3: 140 shares 140 $5.75K <0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares; 2026Q3: 72 shares 72 $5.63K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares; 2026Q3: 14 shares 14 $5.55K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares; 2026Q3: 115 shares 115 $5.54K <0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares; 2026Q3: 8 shares 8 $5.4K <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: 170 shares; 2026Q2: 170 shares; 2026Q3: 170 shares 170 $5.39K <0.01% 0 Timeline DFIC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137 shares; 2026Q2: 137 shares; 2026Q3: 137 shares 137 $5.15K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $4.62K <0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $4.59K <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21 shares; 2026Q2: 21 shares; 2026Q3: 21 shares 21 $4.35K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares; 2026Q3: 47 shares 47 $4.29K <0.01% 0 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 62 shares; 2026Q2: 62 shares; 2026Q3: 62 shares 62 $4.29K <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: 34 shares; 2026Q2: 34 shares; 2026Q3: 34 shares 34 $4.28K <0.01% 0 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $4.24K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $4.17K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9 $4.09K <0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 43 shares; 2026Q2: 43 shares; 2026Q3: 43 shares 43 $4.04K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 68 shares; 2026Q2: 58 shares; 2026Q3: 58 shares 58 $3.97K <0.01% 0 Timeline SKYY 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: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $3.94K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $3.88K <0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares; 2026Q3: 68 shares 68 $3.85K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares; 2026Q3: 123 shares 123 $3.82K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares; 2026Q3: 7 shares 7 $3.77K <0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $3.62K <0.01% 0 Timeline IMTM 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: 63 shares; 2026Q2: 63 shares; 2026Q3: 63 shares 63 $3.32K <0.01% 0 Timeline DIHP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98 shares; 2026Q2: 98 shares; 2026Q3: 98 shares 98 $3.3K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares; 2026Q3: 29 shares 29 $3.25K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares; 2026Q3: 7 shares 7 $3.04K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares; 2026Q3: 11 shares 11 $3.03K <0.01% 0 Timeline FDMT 4D MOLECULAR THERAPEUTICS IN More: the full row for 4D MOLECULAR THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares; 2026Q3: 207 shares 207 $2.96K <0.01% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares; 2026Q3: 18 shares 18 $2.91K <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: 22 shares; 2026Q3: 22 shares 22 $2.86K <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: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $2.74K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares; 2026Q3: 18 shares 18 $2.67K <0.01% 0 Timeline NRT NORTH EUROPEAN OIL RTY TR More: the full row for NORTH EUROPEAN OIL RTY 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: 312 shares; 2026Q3: 312 shares 312 $2.65K <0.01% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 239 shares; 2026Q2: 239 shares; 2026Q3: 239 shares 239 $2.59K <0.01% 0 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $2.5K <0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93 shares; 2025Q1: 94 shares; 2025Q2: 95 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 50 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51 $2.44K <0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15 $2.4K <0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $2.36K <0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 266 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares; 2026Q2: 231 shares; 2026Q3: 231 shares 231 $2.34K <0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares; 2026Q3: 13 shares 13 $2.33K <0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $2.28K <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: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51 $2.23K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $2.2K <0.01% 0 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares; 2026Q3: 29 shares 29 $1.93K <0.01% 0 Timeline ALGT ALLEGIANT TRAVEL CO More: the full row for ALLEGIANT TRAVEL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $1.9K <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: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares; 2026Q3: 68 shares 68 $1.87K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares; 2026Q3: 81 shares 81 $1.84K <0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares; 2026Q3: 30 shares 30 $1.8K <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $1.75K <0.01% 0 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $1.71K <0.01% 0 Timeline TAN 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: 137 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares; 2026Q3: 38 shares 38 $1.69K <0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares; 2026Q3: 120 shares 120 $1.69K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares; 2026Q3: 7 shares 7 $1.68K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $1.61K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares; 2026Q3: 41 shares 41 $1.58K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares; 2026Q3: 26 shares 26 $1.58K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $1.55K <0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares; 2026Q3: 85 shares 85 $1.54K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares; 2026Q3: 50 shares 50 $1.53K <0.01% 0 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62 shares; 2025Q1: 63 shares; 2025Q2: 64 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 66 shares; 2026Q2: 67 shares; 2026Q3: 67 shares 67 $1.53K <0.01% 0 Timeline SCHM 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: 36 shares; 2026Q2: 39 shares; 2026Q3: 40 shares 40 $1.34K <0.01% +1 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares; 2026Q3: 51 shares 51 $1.33K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares; 2026Q3: 144 shares 144 $1.3K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares; 2026Q3: 23 shares 23 $1.25K <0.01% 0 Timeline RWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares; 2026Q3: 47 shares 47 $1.19K <0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 32 shares; 2026Q2: 32 shares; 2026Q3: 32 shares 32 $1.18K <0.01% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15 $1.12K <0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares; 2026Q2: 198 shares; 2026Q3: 198 shares 198 $1.11K <0.01% 0 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,352 shares; 2025Q1: 453 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 101 shares; 2026Q3: 101 shares 101 $1.05K <0.01% 0 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares; 2026Q3: 31 shares 31 $1.02K <0.01% 0 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 24 shares 24 $1.02K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares; 2026Q3: 18 shares 18 $1K <0.01% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $898 <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: 11 shares; 2025Q1: 11 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9 $866 <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 11 shares; 2026Q3: 11 shares 11 $860 <0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $790 <0.01% 0 Timeline ADIG ADI GLOBAL DISTR INC More: the full row for ADI GLOBAL DISTR 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: 42 shares 42 $753 <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9 $693 <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: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares; 2026Q3: 62 shares 62 $682 <0.01% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $654 <0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL 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: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15 $581 <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6 $566 <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9 $494 <0.01% 0 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $494 <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3 $490 <0.01% 0 Timeline AIV APARTMENT INVT & MGMT CO More: the full row for APARTMENT INVT & MGMT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 247 shares; 2026Q3: 247 shares 247 $490 <0.01% 0 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares; 2026Q3: 17 shares 17 $436 <0.01% 0 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares; 2026Q3: 4 shares 4 $423 <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $368 <0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED 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: 115 shares; 2026Q2: 115 shares; 2026Q3: 115 shares 115 $358 <0.01% 0 Timeline REA RARE EARTHS AMERICAS INC More: the full row for RARE EARTHS AMERICAS 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: 35 shares; 2026Q3: 35 shares 35 $354 <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: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3 $333 <0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares; 2026Q3: 11 shares 11 $328 <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: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 29 shares; 2026Q2: 29 shares; 2026Q3: 29 shares 29 $327 <0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9 $323 <0.01% 0 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares; 2026Q3: 36 shares 36 $311 <0.01% 0 Timeline ROG ROGERS CORP More: the full row for ROGERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $306 <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $302 <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: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6 $300 <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 1 shares 1 $288 <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $228 <0.01% 0 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6 $218 <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: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $213 <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 0 shares 0 $209 <0.01% new Amount filed as zero, left out of ratios. Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3 $208 <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 0 shares 0 $188 <0.01% new Amount filed as zero, left out of ratios. Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6 $174 <0.01% 0 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $172 <0.01% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares; 2026Q3: 6 shares 6 $172 <0.01% 0 Timeline SVV SAVERS VALUE VLG INC More: the full row for SAVERS VALUE VLG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 15 shares 15 $139 <0.01% 0 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3 $136 <0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 3 shares 3 $95 <0.01% 0 Timeline