GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,285 shares; 2024Q4: 57,377 shares; 2025Q1: 57,234 shares; 2025Q2: 56,898 shares; 2025Q3: 56,114 shares; 2025Q4: 52,066 shares; 2026Q1: 51,846 shares; 2026Q2: 51,010 shares 51,010 $18.2M 5.47% -836 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,803 shares; 2024Q4: 37,310 shares; 2025Q1: 40,803 shares; 2025Q2: 42,791 shares; 2025Q3: 42,446 shares; 2025Q4: not reported; 2026Q1: 30,830 shares; 2026Q2: 29,637 shares 29,637 $17.9M 5.4% -1,193 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,640 shares; 2024Q4: 61,479 shares; 2025Q1: 60,437 shares; 2025Q2: 59,081 shares; 2025Q3: 59,675 shares; 2025Q4: not reported; 2026Q1: 57,358 shares; 2026Q2: 56,542 shares 56,542 $17.4M 5.26% -816 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 54,015 shares; 2025Q1: 53,330 shares; 2025Q2: 53,427 shares; 2025Q3: 52,933 shares; 2025Q4: 51,331 shares; 2026Q1: 45,912 shares; 2026Q2: 44,218 shares 44,218 $15.6M 4.69% -1,694 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,040 shares; 2024Q4: 29,769 shares; 2025Q1: 28,969 shares; 2025Q2: 28,233 shares; 2025Q3: 28,065 shares; 2025Q4: not reported; 2026Q1: 30,649 shares; 2026Q2: 22,936 shares 22,936 $11.9M 3.58% -7,713 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,815 shares; 2024Q4: 30,050 shares; 2025Q1: 34,509 shares; 2025Q2: 40,042 shares; 2025Q3: 54,185 shares; 2025Q4: 67,756 shares; 2026Q1: 76,942 shares; 2026Q2: 103,726 shares 103,726 $11.4M 3.44% +26,784 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,087 shares; 2024Q4: 45,905 shares; 2025Q1: 47,456 shares; 2025Q2: 47,217 shares; 2025Q3: 46,726 shares; 2025Q4: not reported; 2026Q1: 46,881 shares; 2026Q2: 45,934 shares 45,934 $11.1M 3.36% -947 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,626 shares; 2024Q4: 25,309 shares; 2025Q1: 25,082 shares; 2025Q2: 24,495 shares; 2025Q3: 24,389 shares; 2025Q4: 25,154 shares; 2026Q1: 27,560 shares; 2026Q2: 28,191 shares 28,191 $11M 3.31% +631 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,217 shares; 2024Q4: 16,180 shares; 2025Q1: 15,773 shares; 2025Q2: 16,757 shares; 2025Q3: 16,794 shares; 2025Q4: not reported; 2026Q1: 17,206 shares; 2026Q2: 17,099 shares 17,099 $8.68M 2.62% -107 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,594 shares; 2024Q4: 20,402 shares; 2025Q1: 19,537 shares; 2025Q2: 19,468 shares; 2025Q3: 20,499 shares; 2025Q4: 22,134 shares; 2026Q1: 23,421 shares; 2026Q2: 23,154 shares 23,154 $8.37M 2.53% -267 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,706 shares; 2024Q4: 22,190 shares; 2025Q1: 21,605 shares; 2025Q2: 21,276 shares; 2025Q3: 21,292 shares; 2025Q4: 20,901 shares; 2026Q1: 25,061 shares; 2026Q2: 24,766 shares 24,766 $8.28M 2.5% -295 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,978 shares; 2024Q4: 98,771 shares; 2025Q1: 106,732 shares; 2025Q2: 106,339 shares; 2025Q3: 104,870 shares; 2025Q4: 156,447 shares; 2026Q1: 171,201 shares; 2026Q2: 169,482 shares 169,482 $7.35M 2.22% -1,719 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,788 shares; 2024Q4: 39,993 shares; 2025Q1: 37,967 shares; 2025Q2: 37,819 shares; 2025Q3: 37,324 shares; 2025Q4: 37,878 shares; 2026Q1: 37,347 shares; 2026Q2: 35,796 shares 35,796 $7.32M 2.21% -1,551 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,997 shares; 2024Q4: 65,777 shares; 2025Q1: 64,702 shares; 2025Q2: 64,452 shares; 2025Q3: 63,716 shares; 2025Q4: 63,493 shares; 2026Q1: 61,856 shares; 2026Q2: 60,846 shares 60,846 $7.25M 2.19% -1,010 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,851 shares; 2024Q4: 178,856 shares; 2025Q1: 175,818 shares; 2025Q2: 174,213 shares; 2025Q3: 177,198 shares; 2025Q4: 178,792 shares; 2026Q1: 178,232 shares; 2026Q2: 182,625 shares 182,625 $7.23M 2.18% +4,393 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,418 shares; 2024Q4: 64,092 shares; 2025Q1: 64,318 shares; 2025Q2: 64,770 shares; 2025Q3: 65,464 shares; 2025Q4: 64,061 shares; 2026Q1: 68,131 shares; 2026Q2: 66,778 shares 66,778 $6.13M 1.85% -1,353 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,935 shares; 2024Q4: 35,046 shares; 2025Q1: 35,089 shares; 2025Q2: 36,177 shares; 2025Q3: 38,939 shares; 2025Q4: 22,310 shares; 2026Q1: 22,177 shares; 2026Q2: 22,013 shares 22,013 $5.79M 1.75% -164 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,224 shares; 2024Q4: 120,008 shares; 2025Q1: 115,794 shares; 2025Q2: 114,733 shares; 2025Q3: 63,001 shares; 2025Q4: 62,392 shares; 2026Q1: 60,343 shares; 2026Q2: 59,678 shares 59,678 $5.75M 1.73% -665 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,425 shares; 2024Q4: 20,200 shares; 2025Q1: 24,748 shares; 2025Q2: 37,885 shares; 2025Q3: 40,457 shares; 2025Q4: 40,541 shares; 2026Q1: 39,956 shares; 2026Q2: 39,490 shares 39,490 $5.69M 1.72% -466 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,682 shares; 2024Q4: 88,710 shares; 2025Q1: 88,021 shares; 2025Q2: 87,961 shares; 2025Q3: 103,976 shares; 2025Q4: 104,072 shares; 2026Q1: 101,907 shares; 2026Q2: 100,076 shares 100,076 $5.49M 1.66% -1,831 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,715 shares; 2024Q4: 97,728 shares; 2025Q1: 96,863 shares; 2025Q2: 96,605 shares; 2025Q3: 95,775 shares; 2025Q4: not reported; 2026Q1: 94,043 shares; 2026Q2: 92,688 shares 92,688 $5.44M 1.64% -1,355 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,518 shares; 2024Q4: 27,990 shares; 2025Q1: 28,099 shares; 2025Q2: 27,929 shares; 2025Q3: 27,459 shares; 2025Q4: not reported; 2026Q1: 26,937 shares; 2026Q2: 26,767 shares 26,767 $5.33M 1.61% -170 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,009 shares; 2024Q4: 109,895 shares; 2025Q1: 108,045 shares; 2025Q2: 120,524 shares; 2025Q3: 133,292 shares; 2025Q4: 151,631 shares; 2026Q1: 150,696 shares; 2026Q2: 156,716 shares 156,716 $5.02M 1.52% +6,020 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,254 shares; 2024Q4: 53,337 shares; 2025Q1: 52,013 shares; 2025Q2: 49,697 shares; 2025Q3: 48,371 shares; 2025Q4: 48,191 shares; 2026Q1: 42,131 shares; 2026Q2: 41,660 shares 41,660 $4.66M 1.4% -471 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,714 shares; 2025Q4: 123,108 shares; 2026Q1: 120,188 shares; 2026Q2: 118,561 shares 118,561 $4.52M 1.36% -1,627 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,059 shares; 2024Q4: 174,539 shares; 2025Q1: 188,019 shares; 2025Q2: 189,324 shares; 2025Q3: 186,984 shares; 2025Q4: 185,779 shares; 2026Q1: 182,587 shares; 2026Q2: 178,567 shares 178,567 $4.4M 1.33% -4,020 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,233 shares; 2024Q4: 29,743 shares; 2025Q1: 29,738 shares; 2025Q2: 30,193 shares; 2025Q3: 30,051 shares; 2025Q4: 29,811 shares; 2026Q1: 29,326 shares; 2026Q2: 49,086 shares 49,086 $4.2M 1.27% +19,760 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,750 shares; 2024Q4: 66,660 shares; 2025Q1: 66,023 shares; 2025Q2: 74,228 shares; 2025Q3: 74,543 shares; 2025Q4: 74,585 shares; 2026Q1: 74,277 shares; 2026Q2: 73,687 shares 73,687 $3.98M 1.2% -590 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,857 shares; 2024Q4: 33,818 shares; 2025Q1: 33,905 shares; 2025Q2: 34,060 shares; 2025Q3: 33,962 shares; 2025Q4: 33,549 shares; 2026Q1: 33,397 shares; 2026Q2: 33,172 shares 33,172 $3.74M 1.13% -225 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,410 shares; 2024Q4: 1,925 shares; 2025Q1: 5,315 shares; 2025Q2: 5,295 shares; 2025Q3: 2,810 shares; 2025Q4: 2,938 shares; 2026Q1: 14,157 shares; 2026Q2: 18,690 shares 18,690 $3.64M 1.1% +4,533 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,365 shares; 2024Q4: 22,402 shares; 2025Q1: 24,775 shares; 2025Q2: 24,820 shares; 2025Q3: 25,838 shares; 2025Q4: 26,318 shares; 2026Q1: 28,878 shares; 2026Q2: 29,023 shares 29,023 $3.15M 0.95% +145 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,919 shares; 2024Q4: 3,052 shares; 2025Q1: 3,544 shares; 2025Q2: 3,374 shares; 2025Q3: 3,469 shares; 2025Q4: 3,432 shares; 2026Q1: 4,051 shares; 2026Q2: 4,212 shares 4,212 $3.15M 0.95% +161 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,302 shares; 2024Q4: 20,087 shares; 2025Q1: 20,518 shares; 2025Q2: 24,033 shares; 2025Q3: 24,493 shares; 2025Q4: 23,684 shares; 2026Q1: 22,639 shares; 2026Q2: 22,269 shares 22,269 $2.69M 0.81% -370 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,015 shares 18,015 $2.65M 0.8% 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; 2024Q3: 7,915 shares; 2024Q4: 7,797 shares; 2025Q1: 7,520 shares; 2025Q2: 7,170 shares; 2025Q3: 7,119 shares; 2025Q4: 6,968 shares; 2026Q1: 6,545 shares; 2026Q2: 7,163 shares 7,163 $2.64M 0.8% +618 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 156 shares; 2025Q3: 5,119 shares; 2025Q4: 5,112 shares; 2026Q1: 4,871 shares; 2026Q2: 4,916 shares 4,916 $2.57M 0.78% +45 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,600 shares; 2024Q4: 33,695 shares; 2025Q1: 30,713 shares; 2025Q2: 30,625 shares; 2025Q3: 16,355 shares; 2025Q4: 12,130 shares; 2026Q1: 11,950 shares; 2026Q2: 5,469 shares 5,469 $2.31M 0.7% -6,481 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,705 shares; 2025Q4: not reported; 2026Q1: 27,445 shares; 2026Q2: 28,295 shares 28,295 $2.25M 0.68% +850 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; 2024Q3: 5,087 shares; 2024Q4: 3,707 shares; 2025Q1: 7,762 shares; 2025Q2: 10,937 shares; 2025Q3: 39,702 shares; 2025Q4: 39,773 shares; 2026Q1: 54,858 shares; 2026Q2: 53,703 shares 53,703 $2.21M 0.67% -1,155 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,243 shares; 2024Q4: 23,243 shares; 2025Q1: 34,163 shares; 2025Q2: 34,173 shares; 2025Q3: 29,358 shares; 2025Q4: 38,055 shares; 2026Q1: 33,195 shares; 2026Q2: 33,000 shares 33,000 $2.13M 0.64% -195 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,810 shares; 2024Q4: 33,837 shares; 2025Q1: 33,567 shares; 2025Q2: 34,043 shares; 2025Q3: 34,043 shares; 2025Q4: 33,953 shares; 2026Q1: 33,845 shares; 2026Q2: 33,080 shares 33,080 $2.02M 0.61% -765 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,285 shares; 2024Q4: 8,881 shares; 2025Q1: 8,095 shares; 2025Q2: 8,115 shares; 2025Q3: 8,087 shares; 2025Q4: not reported; 2026Q1: 7,826 shares; 2026Q2: 7,939 shares 7,939 $1.8M 0.54% +113 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,009 shares; 2024Q4: 2,110 shares; 2025Q1: 2,216 shares; 2025Q2: 35,856 shares; 2025Q3: 47,382 shares; 2025Q4: 41,990 shares; 2026Q1: 41,659 shares; 2026Q2: 41,109 shares 41,109 $1.75M 0.53% -550 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 625 shares; 2026Q1: 11,569 shares; 2026Q2: 11,569 shares 11,569 $1.64M 0.5% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,123 shares; 2024Q4: 18,888 shares; 2025Q1: 18,863 shares; 2025Q2: 18,808 shares; 2025Q3: 18,998 shares; 2025Q4: not reported; 2026Q1: 18,743 shares; 2026Q2: 18,627 shares 18,627 $1.59M 0.48% -116 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,689 shares; 2024Q4: 159,459 shares; 2025Q1: 157,118 shares; 2025Q2: 150,728 shares; 2025Q3: 159,140 shares; 2025Q4: 159,867 shares; 2026Q1: 158,717 shares; 2026Q2: 153,095 shares 153,095 $1.56M 0.47% -5,622 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,068 shares; 2024Q4: 3,060 shares; 2025Q1: 2,999 shares; 2025Q2: 2,986 shares; 2025Q3: 2,952 shares; 2025Q4: 2,939 shares; 2026Q1: 2,927 shares; 2026Q2: 2,868 shares 2,868 $1.55M 0.47% -59 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,998 shares; 2024Q4: 27,898 shares; 2025Q1: 27,118 shares; 2025Q2: 27,148 shares; 2025Q3: 26,828 shares; 2025Q4: 26,793 shares; 2026Q1: 26,768 shares; 2026Q2: 26,008 shares 26,008 $1.54M 0.47% -760 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,982 shares; 2026Q2: 24,447 shares 24,447 $1.53M 0.46% +465 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,816 shares; 2024Q4: 19,313 shares; 2025Q1: 17,828 shares; 2025Q2: 14,519 shares; 2025Q3: 14,423 shares; 2025Q4: 14,193 shares; 2026Q1: 13,886 shares; 2026Q2: 6,833 shares 6,833 $1.5M 0.45% -7,053 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 1,802 shares; 2025Q1: 1,802 shares; 2025Q2: 1,866 shares; 2025Q3: 1,847 shares; 2025Q4: 1,826 shares; 2026Q1: 1,816 shares; 2026Q2: 1,497 shares 1,497 $1.44M 0.43% -319 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,098 shares; 2024Q4: 41,003 shares; 2025Q1: 40,413 shares; 2025Q2: 39,923 shares; 2025Q3: 37,078 shares; 2025Q4: 36,583 shares; 2026Q1: 46,563 shares; 2026Q2: 44,918 shares 44,918 $1.42M 0.43% -1,645 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388 shares; 2024Q4: 388 shares; 2025Q1: 1,138 shares; 2025Q2: 1,216 shares; 2025Q3: 3,232 shares; 2025Q4: 5,380 shares; 2026Q1: 5,531 shares; 2026Q2: 6,108 shares 6,108 $1.34M 0.4% +577 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,252 shares; 2024Q4: 16,207 shares; 2025Q1: 28,725 shares; 2025Q2: 28,760 shares; 2025Q3: 31,178 shares; 2025Q4: 30,878 shares; 2026Q1: 30,528 shares; 2026Q2: 29,831 shares 29,831 $1.31M 0.4% -697 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613 shares; 2024Q4: 1,612 shares; 2025Q1: 1,744 shares; 2025Q2: 1,744 shares; 2025Q3: 1,787 shares; 2025Q4: not reported; 2026Q1: 12,079 shares; 2026Q2: 11,859 shares 11,859 $1.13M 0.34% -220 Timeline SPEM 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; 2024Q3: 9,976 shares; 2024Q4: 12,379 shares; 2025Q1: 14,474 shares; 2025Q2: 14,457 shares; 2025Q3: 15,727 shares; 2025Q4: 16,847 shares; 2026Q1: 20,082 shares; 2026Q2: 21,435 shares 21,435 $1.1M 0.33% +1,353 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 3,245 shares; 2025Q1: 3,019 shares; 2025Q2: 3,058 shares; 2025Q3: 3,128 shares; 2025Q4: 3,068 shares; 2026Q1: 2,903 shares; 2026Q2: 2,783 shares 2,783 $1M 0.3% -120 Timeline SPDW 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; 2024Q3: 9,630 shares; 2024Q4: 11,295 shares; 2025Q1: 12,380 shares; 2025Q2: 10,980 shares; 2025Q3: 12,995 shares; 2025Q4: 14,745 shares; 2026Q1: 18,636 shares; 2026Q2: 18,741 shares 18,741 $938K 0.28% +105 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 922 shares; 2024Q4: 907 shares; 2025Q1: 859 shares; 2025Q2: 861 shares; 2025Q3: 840 shares; 2025Q4: 958 shares; 2026Q1: 958 shares; 2026Q2: 956 shares 956 $909K 0.27% -2 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,406 shares; 2024Q4: 2,390 shares; 2025Q1: 2,427 shares; 2025Q2: 2,433 shares; 2025Q3: 2,025 shares; 2025Q4: 2,136 shares; 2026Q1: 2,185 shares; 2026Q2: 2,448 shares 2,448 $876K 0.26% +263 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,690 shares; 2024Q4: 1,400 shares; 2025Q1: 2,393 shares; 2025Q2: 2,393 shares; 2025Q3: 3,593 shares; 2025Q4: 7,661 shares; 2026Q1: 8,200 shares; 2026Q2: 8,519 shares 8,519 $856K 0.26% +319 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,418 shares; 2025Q1: 3,327 shares; 2025Q2: 3,244 shares; 2025Q3: 20,575 shares; 2025Q4: 20,465 shares; 2026Q1: 20,873 shares; 2026Q2: 21,928 shares 21,928 $853K 0.26% +1,055 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,976 shares; 2024Q4: 11,670 shares; 2025Q1: 11,713 shares; 2025Q2: 11,703 shares; 2025Q3: 11,830 shares; 2025Q4: 11,400 shares; 2026Q1: 11,230 shares; 2026Q2: 11,230 shares 11,230 $821K 0.25% 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; 2024Q3: 22,919 shares; 2024Q4: 22,460 shares; 2025Q1: 21,361 shares; 2025Q2: 21,141 shares; 2025Q3: 18,196 shares; 2025Q4: 17,596 shares; 2026Q1: 17,082 shares; 2026Q2: 16,187 shares 16,187 $791K 0.24% -895 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012 shares; 2024Q4: 1,012 shares; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares; 2025Q3: 7,350 shares; 2025Q4: 7,385 shares; 2026Q1: 7,385 shares; 2026Q2: 7,030 shares 7,030 $789K 0.24% -355 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,980 shares; 2024Q4: 5,660 shares; 2025Q1: 5,660 shares; 2025Q2: 5,560 shares; 2025Q3: 5,100 shares; 2025Q4: not reported; 2026Q1: 5,005 shares; 2026Q2: 4,275 shares 4,275 $743K 0.22% -730 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,348 shares; 2024Q4: 1,324 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 1,309 shares; 2025Q4: 1,270 shares; 2026Q1: 1,265 shares; 2026Q2: 1,265 shares 1,265 $694K 0.21% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,232 shares; 2024Q4: 8,076 shares; 2025Q1: 7,744 shares; 2025Q2: 8,456 shares; 2025Q3: 8,460 shares; 2025Q4: not reported; 2026Q1: 8,358 shares; 2026Q2: 8,258 shares 8,258 $688K 0.21% -100 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,567 shares; 2024Q4: 3,577 shares; 2025Q1: 3,692 shares; 2025Q2: 3,692 shares; 2025Q3: 4,337 shares; 2025Q4: 4,141 shares; 2026Q1: 4,141 shares; 2026Q2: 4,014 shares 4,014 $679K 0.2% -127 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,320 shares; 2024Q4: 8,716 shares; 2025Q1: 8,947 shares; 2025Q2: 8,847 shares; 2025Q3: 8,847 shares; 2025Q4: 8,848 shares; 2026Q1: 7,687 shares; 2026Q2: 7,614 shares 7,614 $579K 0.17% -73 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,855 shares; 2024Q4: 7,537 shares; 2025Q1: 7,453 shares; 2025Q2: 7,443 shares; 2025Q3: 7,299 shares; 2025Q4: 7,256 shares; 2026Q1: 6,753 shares; 2026Q2: 6,022 shares 6,022 $567K 0.17% -731 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,195 shares; 2024Q4: 2,195 shares; 2025Q1: 2,945 shares; 2025Q2: 13,620 shares; 2025Q3: 13,525 shares; 2025Q4: 13,436 shares; 2026Q1: 13,276 shares; 2026Q2: 12,051 shares 12,051 $555K 0.17% -1,225 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,920 shares; 2024Q4: 9,920 shares; 2025Q1: 9,820 shares; 2025Q2: 9,820 shares; 2025Q3: 9,535 shares; 2025Q4: 9,586 shares; 2026Q1: 9,486 shares; 2026Q2: 9,486 shares 9,486 $549K 0.17% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807 shares; 2024Q4: 781 shares; 2025Q1: 726 shares; 2025Q2: 626 shares; 2025Q3: 619 shares; 2025Q4: 538 shares; 2026Q1: 1,012 shares; 2026Q2: 799 shares 799 $547K 0.16% -213 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 1,853 shares; 2025Q1: 1,838 shares; 2025Q2: 1,818 shares; 2025Q3: 1,843 shares; 2025Q4: 1,858 shares; 2026Q1: 1,937 shares; 2026Q2: 1,937 shares 1,937 $547K 0.16% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,149 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,149 shares; 2026Q2: 1,149 shares 1,149 $542K 0.16% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,559 shares; 2024Q4: 11,351 shares; 2025Q1: 11,361 shares; 2025Q2: 11,211 shares; 2025Q3: 11,324 shares; 2025Q4: 11,353 shares; 2026Q1: 12,061 shares; 2026Q2: 11,731 shares 11,731 $534K 0.16% -330 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,182 shares; 2024Q4: 1,990 shares; 2025Q1: 2,007 shares; 2025Q2: 1,957 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares; 2026Q1: 1,990 shares; 2026Q2: 1,990 shares 1,990 $519K 0.16% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,990 shares; 2024Q4: 49,565 shares; 2025Q1: 49,415 shares; 2025Q2: 49,415 shares; 2025Q3: 48,715 shares; 2025Q4: 22,625 shares; 2026Q1: 19,950 shares; 2026Q2: 19,950 shares 19,950 $492K 0.15% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 702 shares; 2025Q2: 820 shares; 2025Q3: 687 shares; 2025Q4: 649 shares; 2026Q1: 645 shares; 2026Q2: 645 shares 645 $480K 0.14% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,589 shares; 2024Q4: 6,794 shares; 2025Q1: 7,170 shares; 2025Q2: 6,733 shares; 2025Q3: 6,711 shares; 2025Q4: 6,711 shares; 2026Q1: 6,409 shares; 2026Q2: 5,689 shares 5,689 $468K 0.14% -720 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,963 shares; 2026Q2: 5,963 shares 5,963 $450K 0.14% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,532 shares; 2024Q4: 3,382 shares; 2025Q1: 3,494 shares; 2025Q2: 3,822 shares; 2025Q3: 4,077 shares; 2025Q4: 4,027 shares; 2026Q1: 4,001 shares; 2026Q2: 4,971 shares 4,971 $439K 0.13% +970 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,769 shares; 2024Q4: 6,620 shares; 2025Q1: 6,281 shares; 2025Q2: 5,996 shares; 2025Q3: 6,120 shares; 2025Q4: not reported; 2026Q1: 5,562 shares; 2026Q2: 5,562 shares 5,562 $427K 0.13% 0 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,386 shares; 2024Q4: 13,366 shares; 2025Q1: 14,781 shares; 2025Q2: 14,881 shares; 2025Q3: 13,851 shares; 2025Q4: 5,905 shares; 2026Q1: 5,905 shares; 2026Q2: 5,905 shares 5,905 $410K 0.12% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,319 shares; 2024Q4: 12,319 shares; 2025Q1: 12,207 shares; 2025Q2: 12,207 shares; 2025Q3: 12,095 shares; 2025Q4: 12,095 shares; 2026Q1: 12,095 shares; 2026Q2: 12,095 shares 12,095 $408K 0.12% 0 Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,390 shares; 2024Q4: 14,390 shares; 2025Q1: 15,300 shares; 2025Q2: 14,600 shares; 2025Q3: 15,790 shares; 2025Q4: 15,815 shares; 2026Q1: 17,315 shares; 2026Q2: 17,315 shares 17,315 $401K 0.12% 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; 2024Q3: 410 shares; 2024Q4: 295 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 312 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $397K 0.12% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,643 shares; 2024Q4: 1,543 shares; 2025Q1: 3,185 shares; 2025Q2: 3,507 shares; 2025Q3: 3,039 shares; 2025Q4: 3,504 shares; 2026Q1: 3,244 shares; 2026Q2: 5,124 shares 5,124 $375K 0.11% +1,880 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,088 shares; 2024Q4: 1,098 shares; 2025Q1: 1,101 shares; 2025Q2: 1,109 shares; 2025Q3: 1,099 shares; 2025Q4: not reported; 2026Q1: 967 shares; 2026Q2: 967 shares 967 $362K 0.11% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,286 shares; 2024Q4: 3,286 shares; 2025Q1: 3,231 shares; 2025Q2: 3,231 shares; 2025Q3: 3,231 shares; 2025Q4: 3,231 shares; 2026Q1: 3,231 shares; 2026Q2: 3,231 shares 3,231 $349K 0.11% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 780 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 890 shares; 2026Q2: 890 shares 890 $321K 0.1% 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; 2024Q3: 2,441 shares; 2024Q4: 2,441 shares; 2025Q1: 1,984 shares; 2025Q2: 1,984 shares; 2025Q3: 1,984 shares; 2025Q4: 1,984 shares; 2026Q1: 1,984 shares; 2026Q2: 1,984 shares 1,984 $317K 0.1% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,122 shares; 2024Q4: 972 shares; 2025Q1: 973 shares; 2025Q2: 786 shares; 2025Q3: 719 shares; 2025Q4: 720 shares; 2026Q1: 701 shares; 2026Q2: 3,703 shares 3,703 $317K 0.1% +3,002 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,267 shares; 2024Q4: 2,267 shares; 2025Q1: 1,967 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares; 2025Q4: 4,634 shares; 2026Q1: 3,913 shares; 2026Q2: 3,883 shares 3,883 $310K 0.09% -30 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 400 shares 400 $304K 0.09% -100 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; 2024Q3: 2,995 shares; 2024Q4: 2,985 shares; 2025Q1: 2,985 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares; 2025Q4: 6,292 shares; 2026Q1: 6,262 shares; 2026Q2: 6,262 shares 6,262 $287K 0.09% 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; 2024Q3: 1,966 shares; 2024Q4: 1,966 shares; 2025Q1: 1,611 shares; 2025Q2: 1,452 shares; 2025Q3: 792 shares; 2025Q4: 3,058 shares; 2026Q1: 2,864 shares; 2026Q2: 2,864 shares 2,864 $279K 0.08% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,433 shares; 2026Q1: 2,501 shares; 2026Q2: 2,501 shares 2,501 $276K 0.08% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,224 shares; 2024Q4: 4,224 shares; 2025Q1: 4,224 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $275K 0.08% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,628 shares; 2024Q4: 2,628 shares; 2025Q1: 2,628 shares; 2025Q2: 3,742 shares; 2025Q3: 3,114 shares; 2025Q4: 3,562 shares; 2026Q1: 3,805 shares; 2026Q2: 3,806 shares 3,806 $269K 0.08% +1 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,233 shares; 2024Q4: 1,253 shares; 2025Q1: 1,255 shares; 2025Q2: 1,263 shares; 2025Q3: 1,269 shares; 2025Q4: 1,291 shares; 2026Q1: 1,400 shares; 2026Q2: 3,082 shares 3,082 $261K 0.08% +1,682 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 600 shares; 2026Q1: 614 shares; 2026Q2: 624 shares 624 $245K 0.07% +10 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,981 shares; 2024Q4: 1,981 shares; 2025Q1: 24,296 shares; 2025Q2: 25,921 shares; 2025Q3: 25,921 shares; 2025Q4: 25,921 shares; 2026Q1: 11,061 shares; 2026Q2: 10,776 shares 10,776 $242K 0.07% -285 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 507 shares; 2026Q2: 507 shares 507 $242K 0.07% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 134 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $242K 0.07% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 1,756 shares; 2025Q4: 2,026 shares; 2026Q1: 2,026 shares; 2026Q2: 2,026 shares 2,026 $230K 0.07% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,525 shares; 2024Q4: 5,290 shares; 2025Q1: 5,070 shares; 2025Q2: 5,015 shares; 2025Q3: 2,490 shares; 2025Q4: 2,930 shares; 2026Q1: 2,920 shares; 2026Q2: 2,895 shares 2,895 $227K 0.07% -25 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,569 shares; 2024Q4: 2,554 shares; 2025Q1: 2,499 shares; 2025Q2: 2,299 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 2,099 shares; 2026Q2: 2,099 shares 2,099 $226K 0.07% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 950 shares 950 $224K 0.07% +855 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,369 shares; 2024Q4: 2,368 shares; 2025Q1: 2,368 shares; 2025Q2: 2,518 shares; 2025Q3: 2,634 shares; 2025Q4: 2,663 shares; 2026Q1: 2,663 shares; 2026Q2: 2,663 shares 2,663 $224K 0.07% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 865 shares; 2024Q4: 865 shares; 2025Q1: 929 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 964 shares; 2026Q2: 4,200 shares 4,200 $223K 0.07% +3,236 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 589 shares; 2024Q4: 589 shares; 2025Q1: 588 shares; 2025Q2: 587 shares; 2025Q3: 586 shares; 2025Q4: 585 shares; 2026Q1: 580 shares; 2026Q2: 579 shares 579 $219K 0.07% -1 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,608 shares; 2024Q4: 2,458 shares; 2025Q1: 2,458 shares; 2025Q2: 2,458 shares; 2025Q3: 2,586 shares; 2025Q4: 2,574 shares; 2026Q1: 2,574 shares; 2026Q2: 2,536 shares 2,536 $218K 0.07% -38 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 952 shares; 2025Q3: 952 shares; 2025Q4: 952 shares; 2026Q1: 952 shares; 2026Q2: 922 shares 922 $203K 0.06% -30 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,100 shares; 2024Q4: 23,100 shares; 2025Q1: 21,000 shares; 2025Q2: 21,000 shares; 2025Q3: 21,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares 21,000 $202K 0.06% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,338 shares; 2024Q4: 3,338 shares; 2025Q1: 3,338 shares; 2025Q2: 3,338 shares; 2025Q3: 3,338 shares; 2025Q4: 3,338 shares; 2026Q1: 3,038 shares; 2026Q2: 2,613 shares 2,613 $199K 0.06% -425 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,434 shares; 2024Q4: 1,434 shares; 2025Q1: 1,358 shares; 2025Q2: 1,386 shares; 2025Q3: 1,486 shares; 2025Q4: 1,460 shares; 2026Q1: 1,482 shares; 2026Q2: 1,482 shares 1,482 $192K 0.06% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 691 shares; 2026Q1: 691 shares; 2026Q2: 691 shares 691 $188K 0.06% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,095 shares; 2024Q4: 11,095 shares; 2025Q1: 11,095 shares; 2025Q2: 10,914 shares; 2025Q3: 10,916 shares; 2025Q4: 5,392 shares; 2026Q1: 5,392 shares; 2026Q2: 9,137 shares 9,137 $188K 0.06% +3,745 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353 shares; 2024Q4: 1,353 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,128 shares; 2025Q4: 1,128 shares; 2026Q1: 924 shares; 2026Q2: 844 shares 844 $185K 0.06% -80 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,077 shares; 2025Q1: 1,222 shares; 2025Q2: 1,207 shares; 2025Q3: 1,211 shares; 2025Q4: 1,189 shares; 2026Q1: 858 shares; 2026Q2: 755 shares 755 $180K 0.05% -103 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 522 shares; 2024Q4: 530 shares; 2025Q1: 647 shares; 2025Q2: 654 shares; 2025Q3: 864 shares; 2025Q4: 2,453 shares; 2026Q1: 2,453 shares; 2026Q2: 2,453 shares 2,453 $178K 0.05% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,359 shares; 2024Q4: 1,369 shares; 2025Q1: 1,371 shares; 2025Q2: 1,325 shares; 2025Q3: 1,328 shares; 2025Q4: 1,339 shares; 2026Q1: 2,140 shares; 2026Q2: 2,143 shares 2,143 $178K 0.05% +3 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024 shares; 2024Q4: 2,024 shares; 2025Q1: 1,924 shares; 2025Q2: 1,924 shares; 2025Q3: 2,155 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares; 2026Q2: 2,002 shares 2,002 $174K 0.05% +187 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 940 shares; 2026Q1: 940 shares; 2026Q2: 940 shares 940 $168K 0.05% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 1,135 shares; 2025Q1: 1,135 shares; 2025Q2: 955 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 678 shares; 2026Q2: 678 shares 678 $167K 0.05% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,570 shares; 2026Q1: 1,570 shares; 2026Q2: 1,570 shares 1,570 $163K 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $161K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,055 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,479 shares; 2025Q4: 1,497 shares; 2026Q1: 1,497 shares; 2026Q2: 1,497 shares 1,497 $157K 0.05% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,430 shares; 2025Q4: 1,418 shares; 2026Q1: 1,368 shares; 2026Q2: 1,278 shares 1,278 $153K 0.05% -90 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares; 2026Q1: 1,598 shares; 2026Q2: 1,598 shares 1,598 $149K 0.04% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499 shares; 2024Q4: 499 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 538 shares; 2025Q4: 519 shares; 2026Q1: 519 shares; 2026Q2: 519 shares 519 $146K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 1,012 shares; 2026Q2: 1,012 shares 1,012 $141K 0.04% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,779 shares; 2024Q4: 1,779 shares; 2025Q1: 1,779 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 1,779 shares; 2026Q1: 1,779 shares; 2026Q2: 1,779 shares 1,779 $140K 0.04% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 941 shares; 2024Q4: 901 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 721 shares; 2026Q1: 696 shares; 2026Q2: 629 shares 629 $134K 0.04% -67 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,028 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 938 shares; 2025Q4: 943 shares; 2026Q1: 943 shares; 2026Q2: 943 shares 943 $132K 0.04% 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; 2024Q3: 1,243 shares; 2024Q4: 1,243 shares; 2025Q1: 752 shares; 2025Q2: 721 shares; 2025Q3: 411 shares; 2025Q4: 1,311 shares; 2026Q1: 2,012 shares; 2026Q2: 1,289 shares 1,289 $127K 0.04% -723 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 1,644 shares; 2026Q1: 1,644 shares; 2026Q2: 1,644 shares 1,644 $126K 0.04% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $123K 0.04% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 720 shares 720 $121K 0.04% +540 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $120K 0.04% 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; 2024Q3: 602 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 572 shares; 2025Q3: 542 shares; 2025Q4: 537 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $120K 0.04% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,532 shares; 2024Q4: 1,547 shares; 2025Q1: 1,548 shares; 2025Q2: 1,778 shares; 2025Q3: 904 shares; 2025Q4: 1,887 shares; 2026Q1: 1,991 shares; 2026Q2: 1,992 shares 1,992 $118K 0.04% +1 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 493 shares; 2026Q1: 493 shares; 2026Q2: 493 shares 493 $114K 0.03% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,996 shares; 2025Q3: 3,996 shares; 2025Q4: 3,996 shares; 2026Q1: 3,996 shares; 2026Q2: 3,896 shares 3,896 $112K 0.03% -100 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,346 shares; 2024Q4: 5,337 shares; 2025Q1: 5,337 shares; 2025Q2: 5,252 shares; 2025Q3: 5,234 shares; 2025Q4: 746 shares; 2026Q1: 696 shares; 2026Q2: 696 shares 696 $112K 0.03% 0 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $111K 0.03% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,167 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 1,825 shares; 2026Q1: 1,925 shares; 2026Q2: 1,925 shares 1,925 $111K 0.03% 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; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 460 shares; 2025Q4: 1,035 shares; 2026Q1: 960 shares; 2026Q2: 960 shares 960 $111K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: not reported; 2026Q1: 322 shares; 2026Q2: 322 shares 322 $110K 0.03% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 175 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 1,126 shares 1,126 $108K 0.03% +716 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 354 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 456 shares; 2025Q3: 951 shares; 2025Q4: 915 shares; 2026Q1: 855 shares; 2026Q2: 827 shares 827 $107K 0.03% -28 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $107K 0.03% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,425 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares; 2026Q2: 1,625 shares 1,625 $107K 0.03% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $106K 0.03% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,288 shares; 2024Q4: 1,288 shares; 2025Q1: 1,288 shares; 2025Q2: 1,288 shares; 2025Q3: 1,288 shares; 2025Q4: 1,328 shares; 2026Q1: 1,328 shares; 2026Q2: 1,328 shares 1,328 $105K 0.03% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113 shares; 2024Q4: 1,113 shares; 2025Q1: 965 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 861 shares; 2026Q1: 696 shares; 2026Q2: 696 shares 696 $102K 0.03% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,775 shares; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares; 2026Q2: 1,735 shares 1,735 $101K 0.03% 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; 2024Q3: 1,292 shares; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,292 shares; 2026Q1: 1,292 shares; 2026Q2: 1,292 shares 1,292 $100K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $99.8K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 730 shares; 2024Q4: 700 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 510 shares; 2026Q2: 499 shares 499 $98.7K 0.03% -11 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,300 shares; 2024Q4: 67,300 shares; 2025Q1: 45,300 shares; 2025Q2: 45,300 shares; 2025Q3: 45,300 shares; 2025Q4: 45,446 shares; 2026Q1: 29,696 shares; 2026Q2: 29,696 shares 29,696 $94.4K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 551 shares; 2025Q3: 551 shares; 2025Q4: 551 shares; 2026Q1: 551 shares; 2026Q2: 551 shares 551 $90.2K 0.03% 0 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,710 shares; 2025Q3: 1,710 shares; 2025Q4: 1,710 shares; 2026Q1: 1,710 shares; 2026Q2: 1,710 shares 1,710 $87.4K 0.03% 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; 2024Q3: 395 shares; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares; 2026Q2: 1,562 shares 1,562 $86.9K 0.03% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 927 shares; 2024Q4: 907 shares; 2025Q1: 13,276 shares; 2025Q2: 13,563 shares; 2025Q3: 13,598 shares; 2025Q4: 13,598 shares; 2026Q1: 1,424 shares; 2026Q2: 1,324 shares 1,324 $84.5K 0.03% -100 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; 2024Q3: 1,149 shares; 2024Q4: 943 shares; 2025Q1: 943 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 852 shares; 2026Q2: 852 shares 852 $83.5K 0.03% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 829 shares; 2024Q4: 832 shares; 2025Q1: 834 shares; 2025Q2: 836 shares; 2025Q3: 838 shares; 2025Q4: 841 shares; 2026Q1: 842 shares; 2026Q2: 845 shares 845 $81.2K 0.02% +3 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 441 shares; 2026Q1: 441 shares; 2026Q2: 441 shares 441 $81.1K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 255 shares; 2026Q1: 155 shares; 2026Q2: 83 shares 83 $81K 0.02% -72 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 500 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $78.6K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $77.6K 0.02% 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; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $77.5K 0.02% 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; 2024Q3: 3,490 shares; 2024Q4: 3,500 shares; 2025Q1: 3,506 shares; 2025Q2: 2,515 shares; 2025Q3: 2,523 shares; 2025Q4: 2,708 shares; 2026Q1: 2,523 shares; 2026Q2: 2,523 shares 2,523 $76.9K 0.02% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 687 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 736 shares; 2026Q1: 736 shares; 2026Q2: 729 shares 729 $70.7K 0.02% -7 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,538 shares; 2024Q4: 3,076 shares; 2025Q1: 3,076 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares; 2026Q1: 2,665 shares; 2026Q2: 2,665 shares 2,665 $70.1K 0.02% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $66.4K 0.02% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471 shares; 2024Q4: 682 shares; 2025Q1: 677 shares; 2025Q2: 677 shares; 2025Q3: 474 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 406 shares 406 $64.7K 0.02% -20 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 186 shares 186 $64.7K 0.02% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 178 shares 178 $64.1K 0.02% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 484 shares; 2026Q1: 484 shares; 2026Q2: 400 shares 400 $63.4K 0.02% -84 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,202 shares; 2024Q4: 2,202 shares; 2025Q1: 2,202 shares; 2025Q2: 2,102 shares; 2025Q3: 150 shares; 2025Q4: 2,023 shares; 2026Q1: 1,723 shares; 2026Q2: 1,723 shares 1,723 $63.4K 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; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 532 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $62.3K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $56.8K 0.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,214 shares; 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 1,000 $56.7K 0.02% 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; 2024Q3: 729 shares; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 729 shares; 2026Q2: 729 shares 729 $56.5K 0.02% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 155 shares; 2025Q3: 140 shares; 2025Q4: not reported; 2026Q1: 140 shares; 2026Q2: 79 shares 79 $56.3K 0.02% -61 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684 shares; 2024Q4: 684 shares; 2025Q1: 684 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 799 shares; 2026Q1: 799 shares; 2026Q2: 1,299 shares 1,299 $54.9K 0.02% +500 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 741 shares; 2025Q4: 741 shares; 2026Q1: 741 shares; 2026Q2: 741 shares 741 $54.2K 0.02% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $53.6K 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 339 shares; 2026Q2: 339 shares 339 $52.9K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $50.8K 0.02% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 519 shares; 2026Q2: 520 shares 520 $50.5K 0.02% +1 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 251 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $49K 0.01% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,488 shares; 2024Q4: 8,681 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 179 shares; 2025Q4: 196 shares; 2026Q1: 317 shares; 2026Q2: 317 shares 317 $48K 0.01% 0 Timeline NMG NOUVEAU MONDE GRAPHITE INC More: the full row for NOUVEAU MONDE GRAPHITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,000 shares 30,000 $47.4K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 100 shares; 2025Q3: 116 shares; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $46.2K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 412 shares; 2025Q2: 412 shares; 2025Q3: 412 shares; 2025Q4: 412 shares; 2026Q1: 412 shares; 2026Q2: 397 shares 397 $41.4K 0.01% -15 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,512 shares; 2024Q4: 10,512 shares; 2025Q1: 10,512 shares; 2025Q2: 10,512 shares; 2025Q3: 10,512 shares; 2025Q4: 10,512 shares; 2026Q1: 10,512 shares; 2026Q2: 10,512 shares 10,512 $40.8K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 310 shares 310 $40.7K 0.01% -18 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 150 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $39.9K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 1,002 shares; 2025Q2: 1,002 shares; 2025Q3: 1,002 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 200 shares 200 $39.4K 0.01% -52 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 383 shares; 2025Q4: 117 shares; 2026Q1: 118 shares; 2026Q2: 472 shares 472 $38K 0.01% +354 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790 shares; 2024Q4: 784 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $37.8K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $35.6K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441 shares; 2024Q4: 441 shares; 2025Q1: 441 shares; 2025Q2: 441 shares; 2025Q3: 882 shares; 2025Q4: 882 shares; 2026Q1: 882 shares; 2026Q2: 441 shares 441 $35.5K 0.01% -441 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237 shares; 2024Q4: 222 shares; 2025Q1: 424 shares; 2025Q2: 474 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares; 2026Q2: 307 shares 307 $34K 0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $33.6K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 851 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 1,559 shares; 2025Q3: 923 shares; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 676 shares 676 $32.6K 0.01% 0 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,029 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,950 shares; 2025Q3: 4,950 shares; 2025Q4: not reported; 2026Q1: 5,950 shares; 2026Q2: 5,950 shares 5,950 $32.6K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: not reported; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $32.6K 0.01% 0 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; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $32.1K 0.01% 0 Timeline IFRX INFLARX NV More: the full row for INFLARX NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,585 shares; 2024Q4: 20,585 shares; 2025Q1: 20,585 shares; 2025Q2: 14,210 shares; 2025Q3: 14,210 shares; 2025Q4: 14,210 shares; 2026Q1: 14,210 shares; 2026Q2: 14,210 shares 14,210 $31.7K 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; 2024Q3: 58 shares; 2024Q4: 57 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 127 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $31.2K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $30.3K 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; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $29.3K 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; 2024Q3: 610 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $28.6K 0.01% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,665 shares; 2024Q4: 2,465 shares; 2025Q1: 2,765 shares; 2025Q2: 2,765 shares; 2025Q3: 2,450 shares; 2025Q4: not reported; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $28.5K 0.01% 0 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $28.1K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 287 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 574 shares; 2026Q2: 574 shares 574 $27.9K 0.01% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,335 shares; 2026Q2: 1,335 shares 1,335 $27.9K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273 shares; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: 273 shares 273 $27.7K 0.01% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,213 shares; 2024Q4: 2,213 shares; 2025Q1: 2,463 shares; 2025Q2: 2,463 shares; 2025Q3: 1,435 shares; 2025Q4: 577 shares; 2026Q1: 577 shares; 2026Q2: 577 shares 577 $26.6K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 605 shares; 2025Q3: 760 shares; 2025Q4: not reported; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $26.6K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,013 shares; 2024Q4: 2,763 shares; 2025Q1: 2,932 shares; 2025Q2: 2,940 shares; 2025Q3: 2,920 shares; 2025Q4: 1,675 shares; 2026Q1: 1,410 shares; 2026Q2: 1,120 shares 1,120 $26.6K 0.01% -290 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,898 shares; 2024Q4: 20,530 shares; 2025Q1: 20,158 shares; 2025Q2: 1,035 shares; 2025Q3: 435 shares; 2025Q4: 436 shares; 2026Q1: 436 shares; 2026Q2: 307 shares 307 $26.2K 0.01% -129 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; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $26.1K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 24 shares; 2025Q2: 4 shares; 2025Q3: 22 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $25.9K 0.01% 0 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $25.6K 0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: not reported; 2026Q1: 304 shares; 2026Q2: 314 shares 314 $25.6K 0.01% +10 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $24.6K 0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529 shares; 2024Q4: 496 shares; 2025Q1: 499 shares; 2025Q2: 504 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 510 shares 510 $24.5K 0.01% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares 1,096 $24.4K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $24.3K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 59 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: not reported; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $23.9K 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; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 148 shares; 2026Q2: 143 shares 143 $23.8K 0.01% -5 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $23.4K 0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 225 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $23.4K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares; 2026Q2: 278 shares 278 $23.2K 0.01% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $23K 0.01% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $22.9K 0.01% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $22.8K 0.01% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 200 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 199 shares; 2026Q1: 199 shares; 2026Q2: 39 shares 39 $22.7K 0.01% -160 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499 shares; 2024Q4: 998 shares; 2025Q1: 998 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: 648 shares 648 $22.6K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,764 shares; 2024Q4: 94,499 shares; 2025Q1: 94,047 shares; 2025Q2: 93,298 shares; 2025Q3: 86,658 shares; 2025Q4: 99,373 shares; 2026Q1: 935 shares; 2026Q2: 485 shares 485 $21.9K 0.01% -450 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,883 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,626 shares; 2025Q4: 1,626 shares; 2026Q1: 1,626 shares; 2026Q2: 1,626 shares 1,626 $21.7K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $21.5K 0.01% 0 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291 shares; 2024Q4: 293 shares; 2025Q1: 294 shares; 2025Q2: 232 shares; 2025Q3: 234 shares; 2025Q4: 235 shares; 2026Q1: 236 shares; 2026Q2: 239 shares 239 $21.3K 0.01% +3 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $21.2K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $20.7K 0.01% 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; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 90 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 50 shares 50 $20.4K 0.01% -15 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,326 shares; 2024Q4: 3,911 shares; 2025Q1: 60 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: not reported; 2026Q1: 147 shares; 2026Q2: 147 shares 147 $20.4K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $20.3K 0.01% 0 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 417 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $19.7K 0.01% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 733 shares; 2026Q2: 743 shares 743 $19.6K 0.01% +10 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares; 2026Q2: 260 shares 260 $19.3K 0.01% -5 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,205 shares; 2024Q4: 43,796 shares; 2025Q1: 43,079 shares; 2025Q2: 42,711 shares; 2025Q3: 42,284 shares; 2025Q4: 42,238 shares; 2026Q1: 41,527 shares; 2026Q2: 140 shares 140 $19.2K 0.01% -41,387 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 183 shares; 2025Q1: 187 shares; 2025Q2: 189 shares; 2025Q3: 191 shares; 2025Q4: 194 shares; 2026Q1: 198 shares; 2026Q2: 201 shares 201 $18.6K 0.01% +3 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 50 shares; 2025Q4: 73 shares; 2026Q1: 131 shares; 2026Q2: 131 shares 131 $18.4K 0.01% 0 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $18.3K 0.01% 0 Timeline ABCL ABCELLERA BIOLOGICS INC More: the full row for ABCELLERA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,619 shares; 2024Q4: 7,619 shares; 2025Q1: 7,619 shares; 2025Q2: 7,329 shares; 2025Q3: 6,429 shares; 2025Q4: 6,429 shares; 2026Q1: 2,630 shares; 2026Q2: 2,230 shares 2,230 $18.1K 0.01% -400 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $18.1K 0.01% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59,148 shares; 2025Q1: 73,436 shares; 2025Q2: 73,481 shares; 2025Q3: 73,474 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $18K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 66 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 77 shares 77 $17.9K 0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $17.9K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $17.5K 0.01% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,570 shares; 2024Q4: 32,345 shares; 2025Q1: 32,165 shares; 2025Q2: 32,061 shares; 2025Q3: 27,788 shares; 2025Q4: 276 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $17.2K 0.01% 0 KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 667 shares; 2026Q1: 667 shares; 2026Q2: 667 shares 667 $16.9K 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; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $16.9K 0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347 shares; 2024Q4: 347 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $16.8K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $16K <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; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $16K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,048 shares; 2024Q4: 2,588 shares; 2025Q1: 2,589 shares; 2025Q2: 2,589 shares; 2025Q3: 2,531 shares; 2025Q4: 25 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $15.7K <0.01% 0 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; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $15.5K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89 shares; 2025Q2: 164 shares; 2025Q3: 265 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 240 shares 240 $14.8K <0.01% -75 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 1,078 shares; 2025Q3: 1,078 shares; 2025Q4: 1,146 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $14.8K <0.01% 0 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $14.7K <0.01% 0 Timeline THD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $14.3K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $14.2K <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; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 102 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $14.1K <0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,801 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 801 shares; 2026Q2: 801 shares 801 $13.9K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 44 shares; 2025Q4: not reported; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $13.5K <0.01% 0 Timeline EWM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $13.5K <0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342 shares; 2024Q4: 285 shares; 2025Q1: 215 shares; 2025Q2: 167 shares; 2025Q3: 114 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $13.4K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $13.4K <0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $13.2K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $13.1K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $12.9K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $12.7K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 78 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $12.6K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $12.5K <0.01% 0 Timeline AVLV 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 219 shares; 2025Q4: not reported; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $12.3K <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; 2024Q3: 1,000 shares; 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 1,000 $12.1K <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; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $12K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112 shares; 2024Q4: 12 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $11.6K <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; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $11.4K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 73 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $11.4K <0.01% 0 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034 shares; 2024Q4: 1,058 shares; 2025Q1: 1,083 shares; 2025Q2: 999 shares; 2025Q3: 1,029 shares; 2025Q4: not reported; 2026Q1: 1,079 shares; 2026Q2: 1,106 shares 1,106 $11.3K <0.01% +27 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 141 shares 141 $11.2K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $11.2K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $11.1K <0.01% 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; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 235 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $11K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $10.9K <0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,726 shares; 2024Q4: 3,728 shares; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $10.9K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255 shares; 2024Q4: 251 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 3,192 shares; 2025Q4: 3,192 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $10.6K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: not reported; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $10.6K <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; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 66 shares; 2025Q2: 65 shares; 2025Q3: 45 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $10.5K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $10.5K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $10.4K <0.01% 0 Timeline AVDE 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: not reported; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $9.8K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,151 shares; 2025Q2: 1,136 shares; 2025Q3: 1,166 shares; 2025Q4: 1,166 shares; 2026Q1: 1,166 shares; 2026Q2: 101 shares 101 $9.8K <0.01% -1,065 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 269 shares; 2025Q3: 269 shares; 2025Q4: 273 shares; 2026Q1: 275 shares; 2026Q2: 279 shares 279 $9.39K <0.01% +4 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $9.37K <0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 64 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $9.26K <0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 188 shares 188 $9.26K <0.01% +3 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,824 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $9.03K <0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 32 shares; 2025Q4: not reported; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $8.96K <0.01% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $8.95K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares 60 $8.81K <0.01% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares; 2026Q2: 72 shares 72 $8.74K <0.01% +54 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; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $8.45K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $8.34K <0.01% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $8.27K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $8.19K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 14 shares; 2025Q3: 12 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $8.03K <0.01% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,387 shares; 2024Q4: 1,380 shares; 2025Q1: 1,382 shares; 2025Q2: 1,385 shares; 2025Q3: 1,387 shares; 2025Q4: 1,091 shares; 2026Q1: 885 shares; 2026Q2: 200 shares 200 $7.87K <0.01% -685 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $7.72K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 110 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 153 shares 153 $7.72K <0.01% 0 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 880 shares; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $7.55K <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; 2024Q3: 87 shares; 2024Q4: 60 shares; 2025Q1: 93 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 77 shares 77 $7.4K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $7.38K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $7.19K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 5 shares; 2025Q3: 11 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $7.04K <0.01% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 1,814 shares; 2025Q1: 1,828 shares; 2025Q2: 1,828 shares; 2025Q3: 1,852 shares; 2025Q4: 1,786 shares; 2026Q1: 1,161 shares; 2026Q2: 23 shares 23 $6.66K <0.01% -1,138 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $6.45K <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 447 shares 447 $6.16K <0.01% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,345 shares; 2024Q4: 18,105 shares; 2025Q1: 18,105 shares; 2025Q2: 17,915 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $5.97K <0.01% 0 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $5.78K <0.01% 0 Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $5.72K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $5.49K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: not reported; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $5.43K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $5.28K <0.01% 0 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $5.28K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,999 shares; 2024Q4: 1,999 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 60 shares 60 $4.99K <0.01% -120 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $4.96K <0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 365 shares; 2025Q4: 337 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $4.92K <0.01% 0 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $4.77K <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $4.75K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $4.53K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $4.53K <0.01% 0 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $4.51K <0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $4.43K <0.01% 0 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $4.3K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 142 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $4.3K <0.01% 0 Timeline NEWP NEW PAC METALS CORP More: the full row for NEW PAC METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 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 1,000 $4.18K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 10 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $4.13K <0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $4.09K <0.01% 0 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,133 shares; 2024Q4: 733 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: not reported; 2025Q4: 444 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $3.96K <0.01% 0 Timeline GSWO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62 shares 62 $3.93K <0.01% new Timeline LCTX LINEAGE CELL THERAPEUTICS IN More: the full row for LINEAGE CELL THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,926 shares; 2024Q4: 2,926 shares; 2025Q1: 2,926 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares; 2026Q1: 2,926 shares; 2026Q2: 2,926 shares 2,926 $3.92K <0.01% 0 Timeline ELVA ELECTROVAYA INC More: the full row for ELECTROVAYA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $3.91K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 186 shares; 2025Q1: 131 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $3.9K <0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,782 shares; 2024Q4: 766 shares; 2025Q1: 774 shares; 2025Q2: 239 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154 $3.75K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $3.72K <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; 2024Q3: 784 shares; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $3.72K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $3.69K <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; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $3.61K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 43 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $3.57K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $3.56K <0.01% 0 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $3.5K <0.01% 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; 2024Q3: 47 shares; 2024Q4: 44 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $3.31K <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; 2024Q3: 303 shares; 2024Q4: 203 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $3.29K <0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $3.22K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $3.07K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $3.03K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $3.03K <0.01% 0 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $3.02K <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; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $2.81K <0.01% 0 Timeline OCCIDENTAL PETE CORP OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 127 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 100 shares 100 $2.69K <0.01% -11 CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $2.63K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $2.62K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 77 shares 77 $2.47K <0.01% 0 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $2.47K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $2.45K <0.01% 0 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68 shares; 2026Q2: 70 shares 70 $2.44K <0.01% +2 Timeline ODV OSISKO DEVELOPMENT CORP More: the full row for OSISKO DEVELOPMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 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 1,000 $2.44K <0.01% 0 Timeline TAC TRANSALTA CORP More: the full row for TRANSALTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $2.35K <0.01% 0 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $2.23K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $2.2K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $2.19K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $2.18K <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; 2024Q3: 14 shares; 2024Q4: 7 shares; 2025Q1: 19 shares; 2025Q2: 14 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $2.16K <0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $2.14K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 173 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $2.01K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $2.01K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,330 shares; 2025Q1: 1,330 shares; 2025Q2: 1,346 shares; 2025Q3: 1,346 shares; 2025Q4: 346 shares; 2026Q1: 346 shares; 2026Q2: 46 shares 46 $1.99K <0.01% -300 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $1.87K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $1.8K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $1.79K <0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24 shares 24 $1.76K <0.01% new Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,388 shares; 2024Q4: 27,522 shares; 2025Q1: 25,447 shares; 2025Q2: 22,932 shares; 2025Q3: 20,967 shares; 2025Q4: 19,488 shares; 2026Q1: 8,238 shares; 2026Q2: 80 shares 80 $1.71K <0.01% -8,158 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $1.49K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $1.45K <0.01% 0 Timeline TLRY TILRAY BRANDS INC More: the full row for TILRAY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $1.41K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $1.32K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $1.3K <0.01% 0 Timeline ITRG INTEGRA RES CORP More: the full row for INTEGRA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $1.11K <0.01% 0 Timeline NFGC NEW FOUND GOLD CORP More: the full row for NEW FOUND GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $994 <0.01% 0 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $857 <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $850 <0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $692 <0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $551 <0.01% 0 Timeline LSPD LIGHTSPEED COMMERCE INC More: the full row for LIGHTSPEED COMMERCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $483 <0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $426 <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $412 <0.01% 0 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 8 shares; 2025Q4: 9 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $296 <0.01% 0 Timeline ONL ORION PROPERTIES INC More: the full row for ORION PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $150 <0.01% 0 Timeline ACB AURORA CANNABIS INC More: the full row for AURORA CANNABIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $145 <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $120 <0.01% 0 Timeline SCLX SCILEX HOLDING CO More: the full row for SCILEX HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $108 <0.01% 0 Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $92 <0.01% 0 Timeline SPIR SPIRE GLOBAL INC More: the full row for SPIRE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $37 <0.01% 0 Timeline SER SERINA THERAPEUTICS INC More: the full row for SERINA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $15 <0.01% 0 Timeline