SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,282,972 shares; 2025Q1: 933,018 shares; 2025Q2: 949,650 shares; 2025Q3: 1,196,453 shares; 2025Q4: 1,290,890 shares; 2026Q1: 1,346,877 shares; 2026Q2: 1,308,887 shares; 2026Q3: 1,397,559 shares 1,397,559 $51.2M 11.62% +88,672 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 463,362 shares; 2025Q1: 452,319 shares; 2025Q2: 538,516 shares; 2025Q3: 536,060 shares; 2025Q4: 584,863 shares; 2026Q1: 588,426 shares; 2026Q2: 603,317 shares; 2026Q3: 696,387 shares 696,387 $30.2M 6.84% +93,070 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; 2024Q4: 495,197 shares; 2025Q1: 483,761 shares; 2025Q2: 581,054 shares; 2025Q3: 599,422 shares; 2025Q4: 649,763 shares; 2026Q1: 646,731 shares; 2026Q2: 651,453 shares; 2026Q3: 727,183 shares 727,183 $27.2M 6.17% +75,730 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,113 shares; 2025Q1: 72,533 shares; 2025Q2: 72,623 shares; 2025Q3: 72,274 shares; 2025Q4: 68,920 shares; 2026Q1: 68,354 shares; 2026Q2: 68,204 shares; 2026Q3: 67,456 shares 67,456 $25.2M 5.72% -748 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,779 shares; 2025Q1: 110,809 shares; 2025Q2: 152,130 shares; 2025Q3: 176,930 shares; 2025Q4: 193,845 shares; 2026Q1: 195,772 shares; 2026Q2: 173,127 shares; 2026Q3: 177,495 shares 177,495 $16.9M 3.82% +4,368 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227,798 shares; 2025Q4: 281,295 shares; 2026Q1: 302,219 shares; 2026Q2: 371,968 shares; 2026Q3: 401,155 shares 401,155 $14.7M 3.34% +29,187 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180,206 shares; 2025Q1: 217,662 shares; 2025Q2: 238,839 shares; 2025Q3: 117,413 shares; 2025Q4: 118,293 shares; 2026Q1: 120,050 shares; 2026Q2: 112,047 shares; 2026Q3: 112,780 shares 112,780 $11M 2.49% +733 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,691 shares; 2025Q1: 15,323 shares; 2025Q2: 15,090 shares; 2025Q3: 14,895 shares; 2025Q4: 13,363 shares; 2026Q1: 13,136 shares; 2026Q2: 13,074 shares; 2026Q3: 12,787 shares 12,787 $9.79M 2.22% -287 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,144 shares; 2025Q1: 16,134 shares; 2025Q2: 15,247 shares; 2025Q3: 14,934 shares; 2025Q4: 25,090 shares; 2026Q1: 24,882 shares; 2026Q2: 16,683 shares; 2026Q3: 24,649 shares 24,649 $8.21M 1.86% +7,966 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,019 shares; 2025Q1: 114,656 shares; 2025Q2: 117,323 shares; 2025Q3: 109,647 shares; 2025Q4: 115,105 shares; 2026Q1: 117,979 shares; 2026Q2: 113,641 shares; 2026Q3: 124,236 shares 124,236 $7.85M 1.78% +10,595 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,085 shares; 2025Q1: 21,727 shares; 2025Q2: 12,702 shares; 2025Q3: 88,325 shares; 2025Q4: 104,895 shares; 2026Q1: 138,133 shares; 2026Q2: 125,500 shares; 2026Q3: 147,881 shares 147,881 $7.67M 1.74% +22,381 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,451 shares; 2025Q1: 16,530 shares; 2025Q2: 16,240 shares; 2025Q3: 16,448 shares; 2025Q4: 20,141 shares; 2026Q1: 18,963 shares; 2026Q2: 21,362 shares; 2026Q3: 31,132 shares 31,132 $7.11M 1.61% +9,770 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 165,915 shares; 2025Q1: 243,646 shares; 2025Q2: 259,034 shares; 2025Q3: 248,117 shares; 2025Q4: 227,273 shares; 2026Q1: 236,004 shares; 2026Q2: 243,513 shares; 2026Q3: 235,752 shares 235,752 $6.03M 1.37% -7,761 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,831 shares; 2025Q1: 5,180 shares; 2025Q2: 4,633 shares; 2025Q3: 4,667 shares; 2025Q4: 6,279 shares; 2026Q1: 6,536 shares; 2026Q2: 6,814 shares; 2026Q3: 9,618 shares 9,618 $4.93M 1.12% +2,804 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,832 shares; 2025Q1: 6,286 shares; 2025Q2: 5,574 shares; 2025Q3: 6,474 shares; 2025Q4: 6,509 shares; 2026Q1: 7,534 shares; 2026Q2: 8,182 shares; 2026Q3: 13,172 shares 13,172 $4.53M 1.03% +4,990 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,879 shares; 2025Q1: 4,262 shares; 2025Q2: 3,637 shares; 2025Q3: 4,266 shares; 2025Q4: 6,589 shares; 2026Q1: 7,357 shares; 2026Q2: 11,000 shares; 2026Q3: 16,029 shares 16,029 $3.99M 0.91% +5,029 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,228 shares; 2025Q1: 16,106 shares; 2025Q2: 15,892 shares; 2025Q3: 15,910 shares; 2025Q4: 15,241 shares; 2026Q1: 19,278 shares; 2026Q2: 15,402 shares; 2026Q3: 15,254 shares 15,254 $3.56M 0.81% -148 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,667 shares; 2025Q1: 76,109 shares; 2025Q2: 75,491 shares; 2025Q3: 74,832 shares; 2025Q4: 54,531 shares; 2026Q1: 52,279 shares; 2026Q2: 51,864 shares; 2026Q3: 48,267 shares 48,267 $3.47M 0.79% -3,597 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,277 shares; 2025Q1: 7,391 shares; 2025Q2: 6,949 shares; 2025Q3: 6,937 shares; 2025Q4: 6,796 shares; 2026Q1: 6,794 shares; 2026Q2: 6,721 shares; 2026Q3: 6,886 shares 6,886 $3.43M 0.78% +165 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,226 shares; 2025Q1: 19,882 shares; 2025Q2: 19,808 shares; 2025Q3: 19,574 shares; 2025Q4: 16,650 shares; 2026Q1: 16,589 shares; 2026Q2: 15,639 shares; 2026Q3: 15,576 shares 15,576 $3.4M 0.77% -63 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 98,778 shares; 2025Q1: 115,103 shares; 2025Q2: 130,045 shares; 2025Q3: 79,745 shares; 2025Q4: 70,815 shares; 2026Q1: 76,630 shares; 2026Q2: 76,211 shares; 2026Q3: 81,417 shares 81,417 $3.36M 0.76% +5,206 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,905 shares; 2025Q1: 14,860 shares; 2025Q2: 14,863 shares; 2025Q3: 14,864 shares; 2025Q4: 14,864 shares; 2026Q1: 14,864 shares; 2026Q2: 14,865 shares; 2026Q3: 16,553 shares 16,553 $3.16M 0.72% +1,688 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,671 shares; 2025Q1: 12,303 shares; 2025Q2: 12,303 shares; 2025Q3: 12,282 shares; 2025Q4: 11,115 shares; 2026Q1: 11,057 shares; 2026Q2: 10,933 shares; 2026Q3: 10,933 shares 10,933 $3.11M 0.71% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,291 shares; 2025Q1: 9,283 shares; 2025Q2: 9,370 shares; 2025Q3: 9,404 shares; 2025Q4: 9,263 shares; 2026Q1: 9,179 shares; 2026Q2: 36,719 shares; 2026Q3: 36,719 shares 36,719 $2.88M 0.65% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 74,508 shares; 2025Q1: 66,432 shares; 2025Q2: 64,844 shares; 2025Q3: 58,451 shares; 2025Q4: 57,705 shares; 2026Q1: 53,044 shares; 2026Q2: 50,786 shares; 2026Q3: 50,439 shares 50,439 $2.71M 0.61% -347 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 467 shares; 2025Q4: 6,467 shares; 2026Q1: 65,636 shares; 2026Q2: 100,486 shares; 2026Q3: 110,326 shares 110,326 $2.65M 0.6% +9,840 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,636 shares; 2025Q1: 12,381 shares; 2025Q2: 12,421 shares; 2025Q3: 12,422 shares; 2025Q4: 12,115 shares; 2026Q1: 12,132 shares; 2026Q2: 12,050 shares; 2026Q3: 12,100 shares 12,100 $2.52M 0.57% +50 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 936 shares; 2025Q1: 979 shares; 2025Q2: 809 shares; 2025Q3: 968 shares; 2025Q4: 2,605 shares; 2026Q1: 2,564 shares; 2026Q2: 2,770 shares; 2026Q3: 3,435 shares 3,435 $2.49M 0.56% +665 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,522 shares; 2025Q1: 28,258 shares; 2025Q2: 28,159 shares; 2025Q3: 27,900 shares; 2025Q4: 27,610 shares; 2026Q1: 27,367 shares; 2026Q2: 25,842 shares; 2026Q3: 25,523 shares 25,523 $2.49M 0.56% -319 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,606 shares; 2025Q1: 2,808 shares; 2025Q2: 3,033 shares; 2025Q3: 2,889 shares; 2025Q4: 1,584 shares; 2026Q1: 1,921 shares; 2026Q2: 2,549 shares; 2026Q3: 3,205 shares 3,205 $2.44M 0.55% +656 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,705 shares; 2025Q1: 23,025 shares; 2025Q2: 22,779 shares; 2025Q3: 23,206 shares; 2025Q4: 22,076 shares; 2026Q1: 21,489 shares; 2026Q2: 28,993 shares; 2026Q3: 28,043 shares 28,043 $2.38M 0.54% -950 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,331 shares 15,331 $2.31M 0.52% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280 shares; 2025Q1: 394 shares; 2025Q2: 16 shares; 2025Q3: 289 shares; 2025Q4: 311 shares; 2026Q1: 279 shares; 2026Q2: 241 shares; 2026Q3: 3,643 shares 3,643 $2.23M 0.51% +3,402 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,073 shares; 2025Q3: 3,441 shares; 2025Q4: 19,685 shares; 2026Q1: 20,436 shares; 2026Q2: 49,853 shares; 2026Q3: 49,374 shares 49,374 $2.14M 0.48% -479 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,865 shares; 2025Q1: 23,815 shares; 2025Q2: 23,259 shares; 2025Q3: 22,580 shares; 2025Q4: 22,498 shares; 2026Q1: 22,909 shares; 2026Q2: 22,689 shares; 2026Q3: 23,265 shares 23,265 $2.08M 0.47% +576 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,312 shares; 2025Q1: 8,312 shares; 2025Q2: 8,457 shares; 2025Q3: 8,326 shares; 2025Q4: 8,326 shares; 2026Q1: 8,934 shares; 2026Q2: 9,040 shares; 2026Q3: 9,060 shares 9,060 $1.96M 0.44% +20 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,822 shares 1,822 $1.94M 0.44% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,687 shares; 2025Q1: 52,453 shares; 2025Q2: 102,631 shares; 2025Q3: 58,321 shares; 2025Q4: 45,901 shares; 2026Q1: 40,068 shares; 2026Q2: 34,792 shares; 2026Q3: 34,906 shares 34,906 $1.76M 0.4% +114 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,749 shares; 2025Q1: 59,366 shares; 2025Q2: 64,558 shares; 2025Q3: 79,652 shares; 2025Q4: 88,326 shares; 2026Q1: 261,723 shares; 2026Q2: 171,030 shares; 2026Q3: 192,199 shares 192,199 $1.75M 0.4% +21,169 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,953 shares; 2025Q1: 17,538 shares; 2025Q2: 17,483 shares; 2025Q3: 17,249 shares; 2025Q4: 12,694 shares; 2026Q1: 13,038 shares; 2026Q2: 12,964 shares; 2026Q3: 12,679 shares 12,679 $1.72M 0.39% -285 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,523 shares; 2025Q1: 4,413 shares; 2025Q2: 4,415 shares; 2025Q3: 4,163 shares; 2025Q4: 8,330 shares; 2026Q1: 8,333 shares; 2026Q2: 8,337 shares; 2026Q3: 8,277 shares 8,277 $1.62M 0.37% -60 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,540 shares; 2025Q1: 49,968 shares; 2025Q2: 50,199 shares; 2025Q3: 50,798 shares; 2025Q4: 50,692 shares; 2026Q1: 46,732 shares; 2026Q2: 44,176 shares; 2026Q3: 43,879 shares 43,879 $1.54M 0.35% -297 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,071 shares; 2025Q1: 14,558 shares; 2025Q2: 14,930 shares; 2025Q3: 13,844 shares; 2025Q4: 13,844 shares; 2026Q1: 14,283 shares; 2026Q2: 14,105 shares; 2026Q3: 13,676 shares 13,676 $1.53M 0.35% -429 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,609 shares; 2025Q1: 1,609 shares; 2025Q2: 1,609 shares; 2025Q3: 1,610 shares; 2025Q4: 1,567 shares; 2026Q1: 1,567 shares; 2026Q2: 1,656 shares; 2026Q3: 2,831 shares 2,831 $1.45M 0.33% +1,175 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,661 shares; 2025Q1: 2,561 shares; 2025Q2: 2,845 shares; 2025Q3: 2,552 shares; 2025Q4: 9,639 shares; 2026Q1: 9,578 shares; 2026Q2: 9,641 shares; 2026Q3: 13,397 shares 13,397 $1.44M 0.33% +3,756 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114,000 shares; 2025Q1: 111,000 shares; 2025Q2: 90,000 shares; 2025Q3: 74,904 shares; 2025Q4: 74,904 shares; 2026Q1: 59,904 shares; 2026Q2: 57,904 shares; 2026Q3: 57,904 shares 57,904 $1.41M 0.32% 0 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,445 shares; 2025Q4: 5,460 shares; 2026Q1: 69,195 shares; 2026Q2: 96,296 shares; 2026Q3: 99,857 shares 99,857 $1.36M 0.31% +3,561 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,653 shares; 2025Q1: 115,637 shares; 2025Q2: 168,017 shares; 2025Q3: 161,059 shares; 2025Q4: 148,120 shares; 2026Q1: 106,462 shares; 2026Q2: 145,707 shares; 2026Q3: 164,954 shares 164,954 $1.35M 0.31% +19,247 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,951 shares; 2025Q1: 1,301 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 1,000 shares; 2026Q1: 1,040 shares; 2026Q2: 1,696 shares; 2026Q3: 10,943 shares 10,943 $1.32M 0.3% +9,247 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,954 shares; 2025Q1: 2,914 shares; 2025Q2: 2,915 shares; 2025Q3: 2,900 shares; 2025Q4: 2,687 shares; 2026Q1: 2,683 shares; 2026Q2: 2,827 shares; 2026Q3: 3,669 shares 3,669 $1.25M 0.28% +842 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,734 shares; 2025Q1: 20,220 shares; 2025Q2: 20,220 shares; 2025Q3: 20,220 shares; 2025Q4: 13,934 shares; 2026Q1: 13,157 shares; 2026Q2: 12,764 shares; 2026Q3: 12,184 shares 12,184 $1.23M 0.28% -580 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,348 shares; 2025Q1: 3,250 shares; 2025Q2: 2,954 shares; 2025Q3: 3,011 shares; 2025Q4: 2,903 shares; 2026Q1: 2,892 shares; 2026Q2: 3,105 shares; 2026Q3: 3,708 shares 3,708 $1.23M 0.28% +603 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,400 shares; 2026Q1: 6,148 shares; 2026Q2: 5,961 shares; 2026Q3: 7,944 shares 7,944 $1.22M 0.28% +1,983 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,143 shares; 2025Q1: 1,471 shares; 2025Q2: 856 shares; 2025Q3: 1,097 shares; 2025Q4: 1,223 shares; 2026Q1: 924 shares; 2026Q2: 1,167 shares; 2026Q3: 3,460 shares 3,460 $1.22M 0.28% +2,293 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,871 shares; 2026Q1: 2,147 shares; 2026Q2: 8,588 shares; 2026Q3: 9,467 shares 9,467 $1.19M 0.27% +879 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,500 shares; 2025Q1: 9,486 shares; 2025Q2: 11,371 shares; 2025Q3: 14,172 shares; 2025Q4: 14,174 shares; 2026Q1: 14,175 shares; 2026Q2: 14,175 shares; 2026Q3: 14,175 shares 14,175 $1.18M 0.27% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 610 shares; 2025Q1: 711 shares; 2025Q2: 850 shares; 2025Q3: 832 shares; 2025Q4: 1,026 shares; 2026Q1: 852 shares; 2026Q2: 2,040 shares; 2026Q3: 3,085 shares 3,085 $1.11M 0.25% +1,045 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,069 shares; 2025Q1: 14,865 shares; 2025Q2: 14,689 shares; 2025Q3: 14,301 shares; 2025Q4: 14,662 shares; 2026Q1: 14,676 shares; 2026Q2: 14,686 shares; 2026Q3: 16,372 shares 16,372 $1.1M 0.25% +1,686 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,763 shares 6,763 $1.1M 0.25% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,004 shares; 2025Q1: 8,004 shares; 2025Q2: 8,004 shares; 2025Q3: 8,004 shares; 2025Q4: 8,004 shares; 2026Q1: 8,304 shares; 2026Q2: 8,304 shares; 2026Q3: 8,304 shares 8,304 $1.08M 0.24% 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; 2024Q4: 80 shares; 2025Q1: 75 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 76 shares; 2026Q1: 82 shares; 2026Q2: 182 shares; 2026Q3: 2,339 shares 2,339 $1.07M 0.24% +2,157 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175,282 shares; 2025Q1: 170,502 shares; 2025Q2: 168,687 shares; 2025Q3: 181,870 shares; 2025Q4: 184,191 shares; 2026Q1: 197,314 shares; 2026Q2: 182,641 shares; 2026Q3: 187,189 shares 187,189 $1.05M 0.24% +4,548 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,880 shares; 2025Q1: 2,750 shares; 2025Q2: 2,824 shares; 2025Q3: 2,771 shares; 2025Q4: 2,092 shares; 2026Q1: 2,092 shares; 2026Q2: 2,093 shares; 2026Q3: 2,055 shares 2,055 $1.05M 0.24% -38 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 18,202 shares; 2025Q2: 24,866 shares; 2025Q3: 24,471 shares; 2025Q4: 24,171 shares; 2026Q1: 24,200 shares; 2026Q2: 23,644 shares; 2026Q3: 23,257 shares 23,257 $1.04M 0.24% -387 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,795 shares; 2026Q3: 20,206 shares 20,206 $1.03M 0.23% -589 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,054 shares; 2025Q1: 4,102 shares; 2025Q2: 1,760 shares; 2025Q3: 778 shares; 2025Q4: 4,548 shares; 2026Q1: 4,006 shares; 2026Q2: 3,852 shares; 2026Q3: 4,215 shares 4,215 $1.02M 0.23% +363 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,039 shares; 2025Q1: 79,391 shares; 2025Q2: 78,788 shares; 2025Q3: 70,883 shares; 2025Q4: 71,483 shares; 2026Q1: 78,177 shares; 2026Q2: 94,184 shares; 2026Q3: 95,529 shares 95,529 $1.01M 0.23% +1,345 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,000 shares; 2025Q1: 10,167 shares; 2025Q2: 10,167 shares; 2025Q3: 10,168 shares; 2025Q4: 10,168 shares; 2026Q1: 10,168 shares; 2026Q2: 9,408 shares; 2026Q3: 9,408 shares 9,408 $1M 0.23% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225 shares; 2025Q1: 226 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,350 shares; 2026Q1: 12,927 shares; 2026Q2: 14,019 shares; 2026Q3: 18,394 shares 18,394 $1M 0.23% +4,375 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,077 shares 1,077 $993K 0.23% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,318 shares; 2025Q1: 2,098 shares; 2025Q2: 2,671 shares; 2025Q3: 2,557 shares; 2025Q4: 2,619 shares; 2026Q1: 2,670 shares; 2026Q2: 4,007 shares; 2026Q3: 9,544 shares 9,544 $992K 0.22% +5,537 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 772 shares; 2025Q1: 917 shares; 2025Q2: 1,078 shares; 2025Q3: 1,013 shares; 2025Q4: 1,014 shares; 2026Q1: 956 shares; 2026Q2: 825 shares; 2026Q3: 5,220 shares 5,220 $982K 0.22% +4,395 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,820 shares; 2025Q1: 9,621 shares; 2025Q2: 8,966 shares; 2025Q3: 8,543 shares; 2025Q4: 8,545 shares; 2026Q1: 8,776 shares; 2026Q2: 8,757 shares; 2026Q3: 8,844 shares 8,844 $894K 0.2% +87 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 77,066 shares; 2025Q1: 78,445 shares; 2025Q2: 77,822 shares; 2025Q3: 77,679 shares; 2025Q4: 78,497 shares; 2026Q1: 85,853 shares; 2026Q2: 94,969 shares; 2026Q3: 94,821 shares 94,821 $891K 0.2% -148 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,651 shares; 2025Q1: 16,756 shares; 2025Q2: 16,862 shares; 2025Q3: 15,848 shares; 2025Q4: 15,895 shares; 2026Q1: 16,940 shares; 2026Q2: 19,293 shares; 2026Q3: 19,857 shares 19,857 $874K 0.2% +564 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares; 2026Q2: 6,851 shares; 2026Q3: 6,741 shares 6,741 $873K 0.2% -110 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,241 shares; 2025Q2: 2,290 shares; 2025Q3: 2,343 shares; 2025Q4: 2,399 shares; 2026Q1: 2,464 shares; 2026Q2: 45,481 shares; 2026Q3: 45,079 shares 45,079 $861K 0.2% -402 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 897 shares; 2025Q1: 350 shares; 2025Q2: 251 shares; 2025Q3: 152 shares; 2025Q4: 3,604 shares; 2026Q1: 3,481 shares; 2026Q2: 3,551 shares; 2026Q3: 5,859 shares 5,859 $851K 0.19% +2,308 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,030 shares; 2026Q1: 2,030 shares; 2026Q2: 2,130 shares; 2026Q3: 6,395 shares 6,395 $846K 0.19% +4,265 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,796 shares; 2025Q1: 32,731 shares; 2025Q2: 29,906 shares; 2025Q3: 24,144 shares; 2025Q4: 16,995 shares; 2026Q1: 17,600 shares; 2026Q2: 16,385 shares; 2026Q3: 19,798 shares 19,798 $835K 0.19% +3,413 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 445 shares; 2025Q1: 407 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 474 shares; 2026Q1: 262 shares; 2026Q2: 307 shares; 2026Q3: 2,519 shares 2,519 $828K 0.19% +2,212 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,975 shares; 2025Q1: 27,928 shares; 2025Q2: 28,598 shares; 2025Q3: 29,600 shares; 2025Q4: 28,194 shares; 2026Q1: 28,218 shares; 2026Q2: 23,760 shares; 2026Q3: 24,046 shares 24,046 $813K 0.18% +286 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,689 shares; 2025Q1: 4,138 shares; 2025Q2: 4,159 shares; 2025Q3: 4,159 shares; 2025Q4: 4,147 shares; 2026Q1: 4,153 shares; 2026Q2: 4,168 shares; 2026Q3: 4,155 shares 4,155 $813K 0.18% -13 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,505 shares; 2025Q1: 5,542 shares; 2025Q2: 12,081 shares; 2025Q3: 11,969 shares; 2025Q4: 11,720 shares; 2026Q1: 5,096 shares; 2026Q2: 4,994 shares; 2026Q3: 5,175 shares 5,175 $803K 0.18% +181 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,604 shares; 2025Q1: 2,424 shares; 2025Q2: 1,822 shares; 2025Q3: 2,027 shares; 2025Q4: 2,020 shares; 2026Q1: 1,815 shares; 2026Q2: 2,069 shares; 2026Q3: 3,020 shares 3,020 $800K 0.18% +951 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,951 shares; 2025Q1: 2,211 shares; 2025Q2: 2,211 shares; 2025Q3: 2,245 shares; 2025Q4: 2,293 shares; 2026Q1: 2,485 shares; 2026Q2: 2,505 shares; 2026Q3: 2,804 shares 2,804 $798K 0.18% +299 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,616 shares; 2025Q1: 5,616 shares; 2025Q2: 7,316 shares; 2025Q3: 7,364 shares; 2025Q4: 7,466 shares; 2026Q1: 7,466 shares; 2026Q2: 7,514 shares; 2026Q3: 9,268 shares 9,268 $798K 0.18% +1,754 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,136 shares; 2025Q1: 8,171 shares; 2025Q2: 8,207 shares; 2025Q3: 8,244 shares; 2025Q4: 8,275 shares; 2026Q1: 3,593 shares; 2026Q2: 3,605 shares; 2026Q3: 3,405 shares 3,405 $784K 0.18% -200 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 390 shares; 2025Q1: 392 shares; 2025Q2: 211 shares; 2025Q3: 576 shares; 2025Q4: 2,242 shares; 2026Q1: 2,194 shares; 2026Q2: 2,338 shares; 2026Q3: 3,777 shares 3,777 $771K 0.17% +1,439 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares; 2026Q3: 8,000 shares 8,000 $758K 0.17% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 520 shares; 2025Q1: 733 shares; 2025Q2: 525 shares; 2025Q3: 617 shares; 2025Q4: 673 shares; 2026Q1: 701 shares; 2026Q2: 1,438 shares; 2026Q3: 1,734 shares 1,734 $745K 0.17% +296 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,250 shares; 2025Q1: 4,600 shares; 2025Q2: 4,782 shares; 2025Q3: 4,783 shares; 2025Q4: 4,787 shares; 2026Q1: 4,787 shares; 2026Q2: 4,788 shares; 2026Q3: 4,788 shares 4,788 $743K 0.17% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,604 shares; 2025Q1: 17,628 shares; 2025Q2: 16,670 shares; 2025Q3: 16,471 shares; 2025Q4: 12,108 shares; 2026Q1: 10,288 shares; 2026Q2: 9,879 shares; 2026Q3: 7,749 shares 7,749 $734K 0.17% -2,130 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,291 shares; 2025Q1: 4,924 shares; 2025Q2: 5,695 shares; 2025Q3: 6,350 shares; 2025Q4: 6,919 shares; 2026Q1: 6,520 shares; 2026Q2: 6,877 shares; 2026Q3: 7,507 shares 7,507 $730K 0.17% +630 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11 shares; 2025Q1: 22 shares; 2025Q2: 26 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 192 shares; 2026Q3: 628 shares 628 $727K 0.16% +436 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 867 shares; 2026Q2: 689 shares; 2026Q3: 719 shares 719 $720K 0.16% +30 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,342 shares; 2025Q1: 6,002 shares; 2025Q2: 6,002 shares; 2025Q3: 6,002 shares; 2025Q4: 5,192 shares; 2026Q1: 4,932 shares; 2026Q2: 4,932 shares; 2026Q3: 4,899 shares 4,899 $718K 0.16% -33 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,222 shares; 2025Q1: 15,886 shares; 2025Q2: 17,142 shares; 2025Q3: 16,198 shares; 2025Q4: 16,219 shares; 2026Q1: 17,638 shares; 2026Q2: 17,434 shares; 2026Q3: 18,077 shares 18,077 $685K 0.16% +643 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 155 shares; 2025Q1: 255 shares; 2025Q2: 201 shares; 2025Q3: 102 shares; 2025Q4: 12,304 shares; 2026Q1: 12,304 shares; 2026Q2: 12,304 shares; 2026Q3: 10,954 shares 10,954 $684K 0.15% -1,350 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,599 shares; 2025Q1: 10,339 shares; 2025Q2: 9,599 shares; 2025Q3: 10,417 shares; 2025Q4: 11,535 shares; 2026Q1: 11,443 shares; 2026Q2: 11,452 shares; 2026Q3: 11,782 shares 11,782 $681K 0.15% +330 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,863 shares; 2025Q1: 8,309 shares; 2025Q2: 8,116 shares; 2025Q3: 8,141 shares; 2025Q4: 5,110 shares; 2026Q1: 4,286 shares; 2026Q2: 4,200 shares; 2026Q3: 4,200 shares 4,200 $674K 0.15% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 973 shares; 2025Q1: 4,565 shares; 2025Q2: 4,415 shares; 2025Q3: 2,734 shares; 2025Q4: 3,267 shares; 2026Q1: 6,540 shares; 2026Q2: 6,958 shares; 2026Q3: 5,985 shares 5,985 $671K 0.15% -973 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares; 2026Q3: 9,536 shares 9,536 $664K 0.15% +9,526 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,872 shares 1,872 $659K 0.15% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,381 shares; 2025Q1: 30,233 shares; 2025Q2: 29,562 shares; 2025Q3: 25,584 shares; 2025Q4: 25,160 shares; 2026Q1: 25,542 shares; 2026Q2: 25,419 shares; 2026Q3: 26,180 shares 26,180 $650K 0.15% +761 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,360 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,639 shares; 2026Q1: 4,623 shares; 2026Q2: 4,991 shares; 2026Q3: 5,507 shares 5,507 $640K 0.15% +516 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 489 shares; 2025Q1: 366 shares; 2025Q2: 562 shares; 2025Q3: 510 shares; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 536 shares; 2026Q3: 3,439 shares 3,439 $639K 0.14% +2,903 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,428 shares; 2025Q1: 1,428 shares; 2025Q2: 1,550 shares; 2025Q3: 1,908 shares; 2025Q4: 1,873 shares; 2026Q1: 2,273 shares; 2026Q2: 3,837 shares; 2026Q3: 4,429 shares 4,429 $630K 0.14% +592 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,757 shares; 2025Q1: 77,809 shares; 2025Q2: 81,603 shares; 2025Q3: 17,020 shares; 2025Q4: 17,448 shares; 2026Q1: 16,710 shares; 2026Q2: 15,933 shares; 2026Q3: 15,101 shares 15,101 $615K 0.14% -832 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,305 shares; 2025Q1: 5,833 shares; 2025Q2: 5,234 shares; 2025Q3: 6,138 shares; 2025Q4: 6,085 shares; 2026Q1: 5,866 shares; 2026Q2: 5,872 shares; 2026Q3: 7,971 shares 7,971 $604K 0.14% +2,099 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 806 shares; 2025Q1: 808 shares; 2025Q2: 817 shares; 2025Q3: 777 shares; 2025Q4: 828 shares; 2026Q1: 828 shares; 2026Q2: 810 shares; 2026Q3: 1,433 shares 1,433 $583K 0.13% +623 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,107 shares 12,107 $573K 0.13% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 761 shares; 2025Q1: 1,203 shares; 2025Q2: 1,318 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares; 2026Q1: 1,136 shares; 2026Q2: 1,136 shares; 2026Q3: 3,855 shares 3,855 $573K 0.13% +2,719 Timeline MFEM PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 66,535 shares; 2025Q1: 62,737 shares; 2025Q2: 63,256 shares; 2025Q3: 60,384 shares; 2025Q4: 57,574 shares; 2026Q1: 22,168 shares; 2026Q2: 19,268 shares; 2026Q3: 19,972 shares 19,972 $571K 0.13% +704 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,038 shares; 2025Q1: 13,702 shares; 2025Q2: 13,703 shares; 2025Q3: 13,704 shares; 2025Q4: 7,013 shares; 2026Q1: 6,233 shares; 2026Q2: 6,104 shares; 2026Q3: 5,010 shares 5,010 $562K 0.13% -1,094 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 677 shares; 2025Q1: 858 shares; 2025Q2: 851 shares; 2025Q3: 834 shares; 2025Q4: 820 shares; 2026Q1: 836 shares; 2026Q2: 764 shares; 2026Q3: 753 shares 753 $558K 0.13% -11 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 15 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 389 shares; 2026Q2: 629 shares; 2026Q3: 1,734 shares 1,734 $542K 0.12% +1,105 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares; 2026Q1: 3,996 shares; 2026Q2: 4,507 shares; 2026Q3: 4,855 shares 4,855 $539K 0.12% +348 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; 2024Q4: 23,181 shares; 2025Q1: 21,991 shares; 2025Q2: 21,228 shares; 2025Q3: 20,659 shares; 2025Q4: 20,820 shares; 2026Q1: 23,203 shares; 2026Q2: 25,018 shares; 2026Q3: 26,107 shares 26,107 $538K 0.12% +1,089 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares; 2026Q3: 1,381 shares 1,381 $535K 0.12% +1,371 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,463 shares; 2025Q1: 16,611 shares; 2025Q2: 16,563 shares; 2025Q3: 14,434 shares; 2025Q4: 12,014 shares; 2026Q1: 12,510 shares; 2026Q2: 7,579 shares; 2026Q3: 9,860 shares 9,860 $525K 0.12% +2,281 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,203 shares; 2025Q1: 35,220 shares; 2025Q2: 35,900 shares; 2025Q3: 35,203 shares; 2025Q4: 35,567 shares; 2026Q1: 41,885 shares; 2026Q2: 49,346 shares; 2026Q3: 52,298 shares 52,298 $523K 0.12% +2,952 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,520 shares 4,520 $521K 0.12% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $519K 0.12% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,470 shares 2,470 $519K 0.12% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,742 shares; 2025Q1: 7,469 shares; 2025Q2: 7,280 shares; 2025Q3: 8,340 shares; 2025Q4: 8,357 shares; 2026Q1: 9,149 shares; 2026Q2: 8,947 shares; 2026Q3: 9,288 shares 9,288 $514K 0.12% +341 Timeline PAX PATRIA INVESTMENTS LIMITED More: the full row for PATRIA INVESTMENTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,028 shares; 2025Q1: 45,762 shares; 2025Q2: 27,369 shares; 2025Q3: 27,380 shares; 2025Q4: 22,088 shares; 2026Q1: 40,699 shares; 2026Q2: 49,890 shares; 2026Q3: 49,783 shares 49,783 $505K 0.11% -107 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 317 shares; 2025Q1: 333 shares; 2025Q2: 322 shares; 2025Q3: 370 shares; 2025Q4: 379 shares; 2026Q1: 366 shares; 2026Q2: 365 shares; 2026Q3: 551 shares 551 $502K 0.11% +186 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,176 shares; 2025Q1: 2,445 shares; 2025Q2: 2,189 shares; 2025Q3: 2,528 shares; 2025Q4: 2,185 shares; 2026Q1: 2,408 shares; 2026Q2: 3,522 shares; 2026Q3: 2,201 shares 2,201 $488K 0.11% -1,321 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,811 shares; 2025Q1: 2,010 shares; 2025Q2: 1,467 shares; 2025Q3: 1,137 shares; 2025Q4: 799 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,829 shares 1,829 $485K 0.11% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,543 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 3,513 shares; 2025Q4: 3,513 shares; 2026Q1: 3,550 shares; 2026Q2: 3,205 shares; 2026Q3: 3,111 shares 3,111 $484K 0.11% -94 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,427 shares; 2025Q1: 2,097 shares; 2025Q2: 2,097 shares; 2025Q3: 2,080 shares; 2025Q4: 2,051 shares; 2026Q1: 2,062 shares; 2026Q2: 2,070 shares; 2026Q3: 2,070 shares 2,070 $479K 0.11% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,134 shares; 2025Q1: 6,153 shares; 2025Q2: 6,176 shares; 2025Q3: 6,013 shares; 2025Q4: 6,033 shares; 2026Q1: 5,897 shares; 2026Q2: 5,915 shares; 2026Q3: 5,798 shares 5,798 $474K 0.11% -117 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 537 shares; 2025Q1: 772 shares; 2025Q2: 865 shares; 2025Q3: 983 shares; 2025Q4: 869 shares; 2026Q1: 871 shares; 2026Q2: 874 shares; 2026Q3: 1,792 shares 1,792 $469K 0.11% +918 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,375 shares; 2026Q1: 9,070 shares; 2026Q2: 8,901 shares; 2026Q3: 8,901 shares 8,901 $456K 0.1% 0 Timeline RPC RIDGEPOST CAP INC More: the full row for RIDGEPOST CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,260 shares; 2025Q1: 25,906 shares; 2025Q2: 52,406 shares; 2025Q3: 32,430 shares; 2025Q4: 51,469 shares; 2026Q1: 57,168 shares; 2026Q2: 60,602 shares; 2026Q3: 60,753 shares 60,753 $451K 0.1% +151 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108 shares; 2026Q3: 496 shares 496 $447K 0.1% +388 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,943 shares; 2025Q1: 8,893 shares; 2025Q2: 8,893 shares; 2025Q3: 8,893 shares; 2025Q4: 5,633 shares; 2026Q1: 5,020 shares; 2026Q2: 4,937 shares; 2026Q3: 4,867 shares 4,867 $442K 0.1% -70 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,377 shares; 2025Q1: 2,179 shares; 2025Q2: 2,180 shares; 2025Q3: 2,131 shares; 2025Q4: 2,142 shares; 2026Q1: 2,068 shares; 2026Q2: 1,976 shares; 2026Q3: 3,039 shares 3,039 $442K 0.1% +1,063 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares; 2026Q3: 6,000 shares 6,000 $430K 0.1% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,315 shares; 2025Q1: 2,443 shares; 2025Q2: 2,719 shares; 2025Q3: 3,952 shares; 2025Q4: 4,841 shares; 2026Q1: 4,136 shares; 2026Q2: 4,962 shares; 2026Q3: 6,153 shares 6,153 $422K 0.1% +1,191 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,927 shares; 2025Q1: 12,139 shares; 2025Q2: 12,088 shares; 2025Q3: 11,954 shares; 2025Q4: 12,004 shares; 2026Q1: 12,716 shares; 2026Q2: 11,779 shares; 2026Q3: 12,268 shares 12,268 $417K 0.09% +489 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,456 shares; 2025Q1: 3,013 shares; 2025Q2: 2,536 shares; 2025Q3: 2,542 shares; 2025Q4: 2,551 shares; 2026Q1: 2,405 shares; 2026Q2: 5,433 shares; 2026Q3: 5,310 shares 5,310 $410K 0.09% -123 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 229 shares 229 $400K 0.09% new Timeline VINP VINCI COMPASS INVESTMENTS LT More: the full row for VINCI COMPASS INVESTMENTS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,852 shares; 2025Q1: 53,208 shares; 2025Q2: 51,052 shares; 2025Q3: 49,575 shares; 2025Q4: 27,156 shares; 2026Q1: 27,874 shares; 2026Q2: 40,024 shares; 2026Q3: 42,565 shares 42,565 $398K 0.09% +2,541 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,637 shares; 2025Q1: 3,637 shares; 2025Q2: 3,752 shares; 2025Q3: 3,752 shares; 2025Q4: 3,788 shares; 2026Q1: 3,788 shares; 2026Q2: 3,820 shares; 2026Q3: 3,820 shares 3,820 $397K 0.09% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares; 2026Q1: 3,057 shares; 2026Q2: 3,824 shares; 2026Q3: 4,564 shares 4,564 $390K 0.09% +740 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 415 shares; 2025Q1: 476 shares; 2025Q2: 583 shares; 2025Q3: 584 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 588 shares; 2026Q3: 1,644 shares 1,644 $380K 0.09% +1,056 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,486 shares; 2025Q1: 4,491 shares; 2025Q2: 3,828 shares; 2025Q3: 5,460 shares; 2025Q4: 6,167 shares; 2026Q1: 7,211 shares; 2026Q2: 4,565 shares; 2026Q3: 6,508 shares 6,508 $376K 0.09% +1,943 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,045 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 3,895 shares; 2025Q4: 2,917 shares; 2026Q1: 2,917 shares; 2026Q2: 2,917 shares; 2026Q3: 2,917 shares 2,917 $374K 0.08% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,975 shares; 2025Q1: 6,660 shares; 2025Q2: 6,328 shares; 2025Q3: 6,161 shares; 2025Q4: 6,091 shares; 2026Q1: 6,043 shares; 2026Q2: 6,241 shares; 2026Q3: 6,242 shares 6,242 $370K 0.08% +1 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,724 shares; 2026Q1: 1,048 shares; 2026Q2: 1,048 shares; 2026Q3: 2,092 shares 2,092 $365K 0.08% +1,044 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,930 shares; 2025Q1: 14,620 shares; 2025Q2: 7,497 shares; 2025Q3: 6,962 shares; 2025Q4: 6,746 shares; 2026Q1: 6,792 shares; 2026Q2: 6,536 shares; 2026Q3: 7,267 shares 7,267 $362K 0.08% +731 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,200 shares; 2026Q1: 36,805 shares; 2026Q2: 33,501 shares; 2026Q3: 28,467 shares 28,467 $360K 0.08% -5,034 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 514 shares; 2025Q1: 442 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 241 shares; 2026Q1: 175 shares; 2026Q2: 1,265 shares; 2026Q3: 2,866 shares 2,866 $360K 0.08% +1,601 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,225 shares; 2026Q1: 4,993 shares; 2026Q2: 4,775 shares; 2026Q3: 4,212 shares 4,212 $354K 0.08% -563 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 73 shares; 2026Q3: 642 shares 642 $354K 0.08% +569 Timeline FPS FORGENT POWER SOLUTIONS INC More: the full row for FORGENT POWER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,068 shares; 2026Q2: 2,604 shares; 2026Q3: 9,406 shares 9,406 $352K 0.08% +6,802 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 54 shares; 2025Q4: 95 shares; 2026Q1: 118 shares; 2026Q2: 796 shares; 2026Q3: 821 shares 821 $347K 0.08% +25 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,299 shares; 2025Q3: 16,250 shares; 2025Q4: 16,315 shares; 2026Q1: 29,789 shares; 2026Q2: 33,143 shares; 2026Q3: 30,618 shares 30,618 $345K 0.08% -2,525 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,965 shares; 2025Q1: 16,539 shares; 2025Q2: 16,545 shares; 2025Q3: 15,531 shares; 2025Q4: 10,395 shares; 2026Q1: 9,376 shares; 2026Q2: 9,172 shares; 2026Q3: 6,628 shares 6,628 $340K 0.08% -2,544 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 1,723 shares; 2026Q2: 964 shares; 2026Q3: 1,735 shares 1,735 $338K 0.08% +771 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 11 shares; 2025Q3: not reported; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares; 2026Q3: 777 shares 777 $338K 0.08% +649 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares; 2026Q3: 5,088 shares 5,088 $336K 0.08% -112 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 156 shares; 2025Q1: 157 shares; 2025Q2: 159 shares; 2025Q3: 173 shares; 2025Q4: 176 shares; 2026Q1: 177 shares; 2026Q2: 179 shares; 2026Q3: 4,529 shares 4,529 $335K 0.08% +4,350 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 257 shares; 2025Q1: 260 shares; 2025Q2: 263 shares; 2025Q3: 286 shares; 2025Q4: 290 shares; 2026Q1: 293 shares; 2026Q2: 297 shares; 2026Q3: 7,467 shares 7,467 $334K 0.08% +7,170 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 651 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares; 2026Q3: 1,724 shares 1,724 $333K 0.08% +1,094 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,161 shares 1,161 $333K 0.08% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 333 shares; 2025Q1: 821 shares; 2025Q2: 447 shares; 2025Q3: 525 shares; 2025Q4: 504 shares; 2026Q1: 612 shares; 2026Q2: 850 shares; 2026Q3: 546 shares 546 $333K 0.08% -304 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 615 shares; 2025Q1: 616 shares; 2025Q2: 731 shares; 2025Q3: 733 shares; 2025Q4: 734 shares; 2026Q1: 736 shares; 2026Q2: 738 shares; 2026Q3: 1,506 shares 1,506 $331K 0.08% +768 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,805 shares; 2025Q1: 11,299 shares; 2025Q2: 12,459 shares; 2025Q3: 11,746 shares; 2025Q4: 5,610 shares; 2026Q1: 5,752 shares; 2026Q2: 5,579 shares; 2026Q3: 5,743 shares 5,743 $321K 0.07% +164 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,945 shares; 2025Q1: 2,968 shares; 2025Q2: 2,996 shares; 2025Q3: 3,023 shares; 2025Q4: 2,616 shares; 2026Q1: 2,637 shares; 2026Q2: 2,102 shares; 2026Q3: 2,112 shares 2,112 $321K 0.07% +10 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 652 shares; 2025Q1: 678 shares; 2025Q2: 173 shares; 2025Q3: 371 shares; 2025Q4: 368 shares; 2026Q1: 343 shares; 2026Q2: 249 shares; 2026Q3: 466 shares 466 $315K 0.07% +217 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39 shares; 2025Q1: 34 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,610 shares 1,610 $314K 0.07% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,753 shares 1,753 $313K 0.07% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 2,553 shares; 2026Q2: 2,686 shares; 2026Q3: 8,785 shares 8,785 $313K 0.07% +6,099 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 412 shares; 2025Q1: 514 shares; 2025Q2: 298 shares; 2025Q3: 445 shares; 2025Q4: 447 shares; 2026Q1: 356 shares; 2026Q2: 454 shares; 2026Q3: 1,297 shares 1,297 $307K 0.07% +843 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,913 shares 3,913 $306K 0.07% new Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,433 shares; 2025Q1: 2,376 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 1,663 shares; 2026Q1: 2,019 shares; 2026Q2: 2,231 shares; 2026Q3: 2,320 shares 2,320 $306K 0.07% +89 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,702 shares; 2025Q1: 3,063 shares; 2025Q2: 3,129 shares; 2025Q3: 3,389 shares; 2025Q4: 3,726 shares; 2026Q1: 3,010 shares; 2026Q2: 3,261 shares; 2026Q3: 6,633 shares 6,633 $304K 0.07% +3,372 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,545 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,405 shares; 2026Q1: 1,202 shares; 2026Q2: 1,028 shares; 2026Q3: 2,892 shares 2,892 $303K 0.07% +1,864 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares; 2026Q3: 284 shares 284 $301K 0.07% +283 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares; 2026Q3: 1,300 shares 1,300 $301K 0.07% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 56 shares; 2025Q4: 59 shares; 2026Q1: 61 shares; 2026Q2: 97 shares; 2026Q3: 315 shares 315 $300K 0.07% +218 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184 shares; 2025Q1: 206 shares; 2025Q2: 69 shares; 2025Q3: 102 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 123 shares; 2026Q3: 586 shares 586 $299K 0.07% +463 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,400 shares; 2026Q1: 16,400 shares; 2026Q2: 16,212 shares; 2026Q3: 12,994 shares 12,994 $298K 0.07% -3,218 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 602 shares 602 $297K 0.07% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 886 shares 886 $294K 0.07% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 112 shares; 2025Q1: 124 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 136 shares; 2026Q1: 120 shares; 2026Q2: 120 shares; 2026Q3: 1,107 shares 1,107 $293K 0.07% +987 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,020 shares; 2026Q2: 18,970 shares; 2026Q3: 16,417 shares 16,417 $289K 0.07% -2,553 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,391 shares 1,391 $289K 0.07% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 382 shares; 2025Q1: 290 shares; 2025Q2: 144 shares; 2025Q3: 1,917 shares; 2025Q4: 2,010 shares; 2026Q1: 2,140 shares; 2026Q2: 1,851 shares; 2026Q3: 2,470 shares 2,470 $287K 0.07% +619 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 798 shares; 2025Q1: 839 shares; 2025Q2: 292 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 221 shares; 2026Q2: 221 shares; 2026Q3: 1,005 shares 1,005 $279K 0.06% +784 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,959 shares; 2025Q2: 1,730 shares; 2025Q3: 1,714 shares; 2025Q4: 2,062 shares; 2026Q1: 2,883 shares; 2026Q2: 3,095 shares; 2026Q3: 3,053 shares 3,053 $279K 0.06% -42 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,873 shares; 2025Q1: 3,070 shares; 2025Q2: 2,821 shares; 2025Q3: 2,761 shares; 2025Q4: 2,303 shares; 2026Q1: 2,420 shares; 2026Q2: 2,823 shares; 2026Q3: 2,889 shares 2,889 $273K 0.06% +66 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 183 shares; 2026Q3: 2,391 shares 2,391 $273K 0.06% +2,208 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 943 shares 943 $272K 0.06% new Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,525 shares; 2026Q1: 62,372 shares; 2026Q2: 47,803 shares; 2026Q3: 47,343 shares 47,343 $271K 0.06% -460 Timeline QMID WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares; 2026Q2: 9,465 shares; 2026Q3: 9,465 shares 9,465 $270K 0.06% 0 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,804 shares; 2025Q1: 8,459 shares; 2025Q2: 8,112 shares; 2025Q3: 4,477 shares; 2025Q4: 7,970 shares; 2026Q1: 12,191 shares; 2026Q2: 8,643 shares; 2026Q3: 11,874 shares 11,874 $270K 0.06% +3,231 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 5,446 shares; 2026Q1: 5,478 shares; 2026Q2: 4,478 shares; 2026Q3: 3,926 shares 3,926 $269K 0.06% -552 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 587 shares 587 $267K 0.06% new Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,455 shares 5,455 $267K 0.06% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 83 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,141 shares 1,141 $262K 0.06% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 983 shares 983 $261K 0.06% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 241 shares; 2025Q4: 252 shares; 2026Q1: 303 shares; 2026Q2: 345 shares; 2026Q3: 858 shares 858 $261K 0.06% +513 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11 shares; 2025Q1: 27 shares; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62 shares; 2026Q3: 320 shares 320 $260K 0.06% +258 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 186 shares; 2025Q1: 197 shares; 2025Q2: 260 shares; 2025Q3: 283 shares; 2025Q4: 231 shares; 2026Q1: 231 shares; 2026Q2: 231 shares; 2026Q3: 797 shares 797 $259K 0.06% +566 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 212 shares; 2025Q2: 904 shares; 2025Q3: 908 shares; 2025Q4: 1,384 shares; 2026Q1: 3,627 shares; 2026Q2: 3,635 shares; 2026Q3: 3,638 shares 3,638 $257K 0.06% +3 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: not reported; 2025Q3: 236 shares; 2025Q4: 276 shares; 2026Q1: 276 shares; 2026Q2: 446 shares; 2026Q3: 642 shares 642 $255K 0.06% +196 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,767 shares 2,767 $255K 0.06% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,350 shares 1,350 $253K 0.06% new Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,624 shares; 2025Q1: 4,661 shares; 2025Q2: 4,540 shares; 2025Q3: 4,540 shares; 2025Q4: 7,947 shares; 2026Q1: 5,338 shares; 2026Q2: 7,911 shares; 2026Q3: 7,996 shares 7,996 $250K 0.06% +85 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,039 shares; 2025Q2: 999 shares; 2025Q3: 1,000 shares; 2025Q4: 1,001 shares; 2026Q1: 1,455 shares; 2026Q2: 1,457 shares; 2026Q3: 1,942 shares 1,942 $246K 0.06% +485 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 546 shares; 2026Q1: 863 shares; 2026Q2: 660 shares; 2026Q3: 454 shares 454 $244K 0.06% -206 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,221 shares; 2025Q1: 1,222 shares; 2025Q2: 1,223 shares; 2025Q3: 1,225 shares; 2025Q4: 1,226 shares; 2026Q1: 3,137 shares; 2026Q2: 3,115 shares; 2026Q3: 3,746 shares 3,746 $240K 0.05% +631 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,079 shares; 2025Q1: 1,139 shares; 2025Q2: 1,093 shares; 2025Q3: 1,095 shares; 2025Q4: 1,096 shares; 2026Q1: 944 shares; 2026Q2: 823 shares; 2026Q3: 832 shares 832 $239K 0.05% +9 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,842 shares; 2025Q2: 4,913 shares; 2025Q3: 4,983 shares; 2025Q4: 5,050 shares; 2026Q1: 5,117 shares; 2026Q2: 5,187 shares; 2026Q3: 5,258 shares 5,258 $239K 0.05% +71 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,483 shares; 2026Q2: 13,606 shares; 2026Q3: 14,158 shares 14,158 $223K 0.05% +552 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 925 shares; 2025Q1: 728 shares; 2025Q2: 446 shares; 2025Q3: 890 shares; 2025Q4: 894 shares; 2026Q1: 534 shares; 2026Q2: 272 shares; 2026Q3: 1,202 shares 1,202 $221K 0.05% +930 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,232 shares; 2025Q1: 1,170 shares; 2025Q2: 653 shares; 2025Q3: 1,253 shares; 2025Q4: 1,453 shares; 2026Q1: 1,554 shares; 2026Q2: 1,558 shares; 2026Q3: 2,556 shares 2,556 $221K 0.05% +998 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 552 shares 552 $219K 0.05% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73 shares; 2025Q1: 95 shares; 2025Q2: 116 shares; 2025Q3: 86 shares; 2025Q4: 13 shares; 2026Q1: 480 shares; 2026Q2: 960 shares; 2026Q3: 1,625 shares 1,625 $218K 0.05% +665 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,402 shares; 2026Q3: 10,405 shares 10,405 $218K 0.05% +3 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,267 shares; 2025Q1: 1,267 shares; 2025Q2: 1,267 shares; 2025Q3: 1,656 shares; 2025Q4: 1,656 shares; 2026Q1: 2,206 shares; 2026Q2: 2,032 shares; 2026Q3: 2,111 shares 2,111 $218K 0.05% +79 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 239 shares; 2025Q1: 165 shares; 2025Q2: 65 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 62 shares; 2026Q3: 590 shares 590 $217K 0.05% +528 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 443 shares 443 $216K 0.05% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,418 shares; 2026Q3: 4,418 shares 4,418 $216K 0.05% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares; 2026Q3: 970 shares 970 $216K 0.05% +780 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 898 shares; 2025Q1: 1,247 shares; 2025Q2: 1,283 shares; 2025Q3: 1,078 shares; 2025Q4: 1,363 shares; 2026Q1: 1,213 shares; 2026Q2: 1,198 shares; 2026Q3: 1,567 shares 1,567 $215K 0.05% +369 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares; 2026Q2: 2,240 shares; 2026Q3: 2,240 shares 2,240 $215K 0.05% 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; 2024Q4: 90 shares; 2025Q1: 89 shares; 2025Q2: 14 shares; 2025Q3: 66 shares; 2025Q4: 145 shares; 2026Q1: 117 shares; 2026Q2: 104 shares; 2026Q3: 117 shares 117 $213K 0.05% +13 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares; 2026Q1: 6,283 shares; 2026Q2: 2,857 shares; 2026Q3: 2,857 shares 2,857 $213K 0.05% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 472 shares; 2025Q1: 421 shares; 2025Q2: 267 shares; 2025Q3: 317 shares; 2025Q4: 342 shares; 2026Q1: 357 shares; 2026Q2: 324 shares; 2026Q3: 597 shares 597 $212K 0.05% +273 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 582 shares; 2025Q3: 1,056 shares; 2025Q4: 2,058 shares; 2026Q1: 897 shares; 2026Q2: 897 shares; 2026Q3: 8,396 shares 8,396 $205K 0.05% +7,499 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,577 shares 1,577 $203K 0.05% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,622 shares; 2025Q3: 4,728 shares; 2025Q4: 3,445 shares; 2026Q1: 2,199 shares; 2026Q2: 2,163 shares; 2026Q3: 2,674 shares 2,674 $200K 0.05% +511 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139 shares; 2025Q1: 127 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 270 shares; 2026Q2: 2,132 shares; 2026Q3: 2,222 shares 2,222 $200K 0.05% +90 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 1,254 shares; 2026Q1: 1,254 shares; 2026Q2: 1,254 shares; 2026Q3: 1,762 shares 1,762 $200K 0.05% +508 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 720 shares; 2025Q1: 721 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 673 shares; 2026Q1: 673 shares; 2026Q2: 673 shares; 2026Q3: 898 shares 898 $199K 0.05% +225 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,380 shares 1,380 $199K 0.05% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,122 shares; 2025Q4: 812 shares; 2026Q1: 556 shares; 2026Q2: 394 shares; 2026Q3: 631 shares 631 $194K 0.04% +237 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 216 shares; 2026Q1: 38 shares; 2026Q2: 38 shares; 2026Q3: 700 shares 700 $190K 0.04% +662 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 226 shares; 2025Q1: 789 shares; 2025Q2: 808 shares; 2025Q3: 766 shares; 2025Q4: 779 shares; 2026Q1: 779 shares; 2026Q2: 744 shares; 2026Q3: 748 shares 748 $190K 0.04% +4 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,180 shares; 2026Q2: 3,240 shares; 2026Q3: 3,722 shares 3,722 $189K 0.04% +482 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,154 shares 1,154 $188K 0.04% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 677 shares; 2026Q3: 677 shares 677 $186K 0.04% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 567 shares; 2025Q1: 890 shares; 2025Q2: 657 shares; 2025Q3: 758 shares; 2025Q4: 657 shares; 2026Q1: 1,327 shares; 2026Q2: 667 shares; 2026Q3: 1,876 shares 1,876 $185K 0.04% +1,209 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 953 shares 953 $185K 0.04% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 630 shares; 2025Q1: 792 shares; 2025Q2: 542 shares; 2025Q3: 513 shares; 2025Q4: 466 shares; 2026Q1: 432 shares; 2026Q2: 605 shares; 2026Q3: 1,449 shares 1,449 $184K 0.04% +844 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,158 shares; 2025Q1: 5,452 shares; 2025Q2: 5,670 shares; 2025Q3: 7,090 shares; 2025Q4: 7,623 shares; 2026Q1: 10,597 shares; 2026Q2: 10,597 shares; 2026Q3: 5,858 shares 5,858 $182K 0.04% -4,739 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 114 shares; 2025Q1: 136 shares; 2025Q2: 198 shares; 2025Q3: 185 shares; 2025Q4: 219 shares; 2026Q1: 264 shares; 2026Q2: 239 shares; 2026Q3: 452 shares 452 $179K 0.04% +213 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,025 shares; 2025Q1: 6,760 shares; 2025Q2: 6,483 shares; 2025Q3: 6,483 shares; 2025Q4: 6,483 shares; 2026Q1: 4,596 shares; 2026Q2: 6,909 shares; 2026Q3: 7,530 shares 7,530 $177K 0.04% +621 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 2,102 shares; 2025Q3: 2,874 shares; 2025Q4: 2,494 shares; 2026Q1: 2,327 shares; 2026Q2: 2,327 shares; 2026Q3: 1,154 shares 1,154 $176K 0.04% -1,173 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,188 shares; 2026Q2: 3,278 shares; 2026Q3: 2,044 shares 2,044 $175K 0.04% -1,234 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares; 2026Q3: 1,169 shares 1,169 $174K 0.04% +1,119 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,024 shares; 2026Q1: 68,560 shares; 2026Q2: 107,832 shares; 2026Q3: 55,034 shares 55,034 $171K 0.04% -52,798 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 2,670 shares; 2026Q1: 2,670 shares; 2026Q2: 2,670 shares; 2026Q3: 1,570 shares 1,570 $171K 0.04% -1,100 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,246 shares; 2025Q1: 2,035 shares; 2025Q2: 2,321 shares; 2025Q3: 3,432 shares; 2025Q4: 1,810 shares; 2026Q1: 2,146 shares; 2026Q2: 3,853 shares; 2026Q3: 1,859 shares 1,859 $170K 0.04% -1,994 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,418 shares 1,418 $170K 0.04% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 879 shares 879 $169K 0.04% new Timeline ALMU AELUMA INC More: the full row for AELUMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,900 shares; 2026Q1: 15,900 shares; 2026Q2: 15,900 shares; 2026Q3: 13,650 shares 13,650 $169K 0.04% -2,250 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares; 2026Q3: 657 shares 657 $168K 0.04% +557 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,208 shares; 2025Q1: 32,313 shares; 2025Q2: 37,393 shares; 2025Q3: 37,393 shares; 2025Q4: 37,393 shares; 2026Q1: 21,394 shares; 2026Q2: 20,204 shares; 2026Q3: 20,204 shares 20,204 $164K 0.04% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 939 shares 939 $164K 0.04% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 119 shares; 2025Q1: 127 shares; 2025Q2: 141 shares; 2025Q3: 90 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 96 shares; 2026Q3: 341 shares 341 $164K 0.04% +245 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,119 shares; 2026Q2: 2,169 shares; 2026Q3: 2,481 shares 2,481 $163K 0.04% +312 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 211 shares; 2025Q4: 295 shares; 2026Q1: 330 shares; 2026Q2: 278 shares; 2026Q3: 475 shares 475 $162K 0.04% +197 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 376 shares; 2026Q1: 376 shares; 2026Q2: 376 shares; 2026Q3: 719 shares 719 $160K 0.04% +343 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 784 shares 784 $160K 0.04% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,144 shares; 2025Q1: 1,145 shares; 2025Q2: 1,146 shares; 2025Q3: 1,113 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares; 2026Q2: 1,116 shares; 2026Q3: 1,149 shares 1,149 $158K 0.04% +33 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 135 shares; 2026Q2: 135 shares; 2026Q3: 627 shares 627 $155K 0.04% +492 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 343 shares; 2025Q1: 333 shares; 2025Q2: 446 shares; 2025Q3: 438 shares; 2025Q4: 299 shares; 2026Q1: 299 shares; 2026Q2: 46 shares; 2026Q3: 1,018 shares 1,018 $155K 0.04% +972 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 94 shares; 2025Q3: 97 shares; 2025Q4: 188 shares; 2026Q1: 192 shares; 2026Q2: 194 shares; 2026Q3: 216 shares 216 $152K 0.03% +22 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,443 shares; 2025Q1: 1,448 shares; 2025Q2: 686 shares; 2025Q3: 1,056 shares; 2025Q4: 1,059 shares; 2026Q1: 1,035 shares; 2026Q2: 1,192 shares; 2026Q3: 1,551 shares 1,551 $152K 0.03% +359 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 248 shares 248 $151K 0.03% new Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,942 shares; 2025Q1: 15,927 shares; 2025Q2: 20,451 shares; 2025Q3: 26,210 shares; 2025Q4: 14,105 shares; 2026Q1: 8,460 shares; 2026Q2: 8,460 shares; 2026Q3: 16,621 shares 16,621 $147K 0.03% +8,161 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 329 shares 329 $146K 0.03% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 555 shares 555 $146K 0.03% new Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,189 shares 6,189 $145K 0.03% new 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; 2024Q4: 499 shares; 2025Q1: 399 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 294 shares; 2026Q3: 449 shares 449 $145K 0.03% +155 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88 shares; 2025Q1: 435 shares; 2025Q2: 350 shares; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 577 shares; 2026Q2: 627 shares; 2026Q3: 778 shares 778 $145K 0.03% +151 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares; 2026Q3: 4,480 shares 4,480 $144K 0.03% +3,730 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,715 shares; 2025Q1: 3,887 shares; 2025Q2: 3,984 shares; 2025Q3: 3,291 shares; 2025Q4: 3,298 shares; 2026Q1: 3,305 shares; 2026Q2: 3,310 shares; 2026Q3: 3,316 shares 3,316 $142K 0.03% +6 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 652 shares 652 $140K 0.03% new Timeline PAY PAYMENTUS HOLDINGS INC More: the full row for PAYMENTUS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,370 shares; 2026Q2: 6,450 shares; 2026Q3: 4,554 shares 4,554 $140K 0.03% -1,896 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,040 shares 2,040 $139K 0.03% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 96 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 894 shares; 2026Q1: 894 shares; 2026Q2: 894 shares; 2026Q3: 894 shares 894 $137K 0.03% 0 Timeline NBBK NB BANCORP INC More: the full row for NB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,135 shares; 2025Q3: 2,135 shares; 2025Q4: 2,135 shares; 2026Q1: 6,141 shares; 2026Q2: 6,155 shares; 2026Q3: 6,161 shares 6,161 $136K 0.03% +6 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 336 shares 336 $135K 0.03% new Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,421 shares; 2025Q4: 1,425 shares; 2026Q1: 2,504 shares; 2026Q2: 2,692 shares; 2026Q3: 2,577 shares 2,577 $134K 0.03% -115 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares; 2026Q3: 493 shares 493 $133K 0.03% +489 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 294 shares; 2025Q1: 341 shares; 2025Q2: 336 shares; 2025Q3: 307 shares; 2025Q4: 309 shares; 2026Q1: 303 shares; 2026Q2: 501 shares; 2026Q3: 611 shares 611 $133K 0.03% +110 Timeline RNGR RANGER ENERGY SVCS INC More: the full row for RANGER ENERGY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,371 shares; 2025Q3: 10,373 shares; 2025Q4: 10,375 shares; 2026Q1: 7,616 shares; 2026Q2: 9,021 shares; 2026Q3: 8,722 shares 8,722 $132K 0.03% -299 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,668 shares; 2026Q1: 3,673 shares; 2026Q2: 3,677 shares; 2026Q3: 3,678 shares 3,678 $132K 0.03% +1 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares; 2026Q3: 627 shares 627 $132K 0.03% +475 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 325 shares; 2025Q1: 175 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 484 shares 484 $132K 0.03% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 491 shares 491 $131K 0.03% new Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,275 shares; 2026Q1: 4,275 shares; 2026Q2: 4,275 shares; 2026Q3: 2,675 shares 2,675 $128K 0.03% -1,600 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $128K 0.03% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,742 shares 2,742 $127K 0.03% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 586 shares 586 $125K 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 748 shares; 2026Q1: 748 shares; 2026Q2: 702 shares; 2026Q3: 754 shares 754 $124K 0.03% +52 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,201 shares 1,201 $123K 0.03% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,864 shares; 2025Q1: 966 shares; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 977 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,648 shares 2,648 $123K 0.03% new Timeline GEO GEO GROUP INC More: the full row for GEO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,350 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares; 2026Q3: 4,000 shares 4,000 $122K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 288 shares 288 $121K 0.03% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 326 shares 326 $119K 0.03% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,712 shares; 2026Q1: 3,727 shares; 2026Q2: 3,741 shares; 2026Q3: 3,755 shares 3,755 $118K 0.03% +14 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares; 2026Q2: 885 shares; 2026Q3: 1,195 shares 1,195 $118K 0.03% +310 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,890 shares; 2026Q1: 3,901 shares; 2026Q2: 3,912 shares; 2026Q3: 3,922 shares 3,922 $118K 0.03% +10 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 725 shares; 2025Q1: 728 shares; 2025Q2: not reported; 2025Q3: 734 shares; 2025Q4: 737 shares; 2026Q1: 451 shares; 2026Q2: 452 shares; 2026Q3: 1,653 shares 1,653 $116K 0.03% +1,201 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,494 shares 1,494 $115K 0.03% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,750 shares; 2026Q3: 2,750 shares 2,750 $115K 0.03% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 442 shares 442 $114K 0.03% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,346 shares 1,346 $113K 0.03% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 423 shares; 2025Q2: 446 shares; 2025Q3: 885 shares; 2025Q4: 892 shares; 2026Q1: 923 shares; 2026Q2: 930 shares; 2026Q3: 1,045 shares 1,045 $113K 0.03% +115 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,136 shares; 2025Q1: 1,334 shares; 2025Q2: 1,430 shares; 2025Q3: 1,300 shares; 2025Q4: 1,310 shares; 2026Q1: 1,023 shares; 2026Q2: 1,030 shares; 2026Q3: 1,742 shares 1,742 $111K 0.03% +712 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 898 shares 898 $109K 0.02% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,850 shares; 2025Q1: 1,906 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares; 2026Q3: 1,216 shares 1,216 $109K 0.02% +116 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 184 shares; 2025Q1: 185 shares; 2025Q2: not reported; 2025Q3: 174 shares; 2025Q4: 175 shares; 2026Q1: 138 shares; 2026Q2: 138 shares; 2026Q3: 275 shares 275 $109K 0.02% +137 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,269 shares; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: 1,194 shares; 2025Q4: 1,194 shares; 2026Q1: 2,217 shares; 2026Q2: 2,004 shares; 2026Q3: 1,998 shares 1,998 $108K 0.02% -6 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 199 shares 199 $108K 0.02% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 1,740 shares; 2026Q1: 1,740 shares; 2026Q2: 1,740 shares; 2026Q3: 1,740 shares 1,740 $107K 0.02% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 444 shares 444 $104K 0.02% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares; 2026Q3: 189 shares 189 $103K 0.02% +183 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,250 shares; 2026Q3: 4,250 shares 4,250 $103K 0.02% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: 279 shares; 2026Q3: 289 shares 289 $102K 0.02% +10 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 799 shares; 2025Q1: 808 shares; 2025Q2: 845 shares; 2025Q3: 941 shares; 2025Q4: 657 shares; 2026Q1: 475 shares; 2026Q2: 509 shares; 2026Q3: 544 shares 544 $102K 0.02% +35 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463 shares; 2026Q1: 463 shares; 2026Q2: 463 shares; 2026Q3: 3,343 shares 3,343 $101K 0.02% +2,880 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,026 shares; 2025Q1: 59,444 shares; 2025Q2: 4,882 shares; 2025Q3: 2,610 shares; 2025Q4: 2,415 shares; 2026Q1: 2,018 shares; 2026Q2: 2,027 shares; 2026Q3: 1,755 shares 1,755 $101K 0.02% -272 Timeline NETL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 4,200 shares; 2026Q3: 4,200 shares 4,200 $100K 0.02% 0 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,821 shares; 2025Q1: 13,214 shares; 2025Q2: 10,563 shares; 2025Q3: 12,802 shares; 2025Q4: 12,323 shares; 2026Q1: 12,597 shares; 2026Q2: 2,185 shares; 2026Q3: 2,229 shares 2,229 $99.6K 0.02% +44 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,584 shares; 2026Q1: 2,584 shares; 2026Q2: 3,619 shares; 2026Q3: 3,619 shares 3,619 $99.4K 0.02% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,249 shares; 2025Q2: 1,023 shares; 2025Q3: 1,072 shares; 2025Q4: 1,079 shares; 2026Q1: 1,085 shares; 2026Q2: 678 shares; 2026Q3: 1,278 shares 1,278 $99.4K 0.02% +600 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 57 shares; 2026Q2: 61 shares; 2026Q3: 59 shares 59 $98.7K 0.02% -2 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 691 shares 691 $98.5K 0.02% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 516 shares; 2025Q1: 1,866 shares; 2025Q2: 1,866 shares; 2025Q3: 1,866 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares; 2026Q3: 1,350 shares 1,350 $96.6K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 244 shares; 2025Q1: 249 shares; 2025Q2: 309 shares; 2025Q3: 284 shares; 2025Q4: 306 shares; 2026Q1: 284 shares; 2026Q2: 284 shares; 2026Q3: 358 shares 358 $96.5K 0.02% +74 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,952 shares; 2025Q1: 3,349 shares; 2025Q2: 3,357 shares; 2025Q3: 3,357 shares; 2025Q4: 3,357 shares; 2026Q1: 3,357 shares; 2026Q2: 3,357 shares; 2026Q3: 4,229 shares 4,229 $96.1K 0.02% +872 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 667 shares; 2026Q2: 743 shares; 2026Q3: 453 shares 453 $94.4K 0.02% -290 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 528 shares; 2025Q2: 45 shares; 2025Q3: 387 shares; 2025Q4: 652 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 835 shares 835 $94.4K 0.02% +815 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,939 shares; 2025Q1: 6,056 shares; 2025Q2: 6,178 shares; 2025Q3: 5,711 shares; 2025Q4: 5,824 shares; 2026Q1: 5,940 shares; 2026Q2: 6,060 shares; 2026Q3: 6,186 shares 6,186 $94.2K 0.02% +126 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 1,465 shares; 2026Q1: 1,549 shares; 2026Q2: 1,985 shares; 2026Q3: 1,112 shares 1,112 $92.1K 0.02% -873 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 903 shares; 2026Q3: 1,247 shares 1,247 $91.9K 0.02% +344 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,700 shares; 2026Q3: 3,700 shares 3,700 $91.2K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81 shares; 2026Q3: 191 shares 191 $91.1K 0.02% +110 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 389 shares; 2025Q3: 391 shares; 2025Q4: 393 shares; 2026Q1: 397 shares; 2026Q2: 454 shares; 2026Q3: 508 shares 508 $91.1K 0.02% +54 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 128 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares; 2026Q3: 1,358 shares 1,358 $90.7K 0.02% +358 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 158 shares; 2025Q3: not reported; 2025Q4: 81 shares; 2026Q1: 72 shares; 2026Q2: 63 shares; 2026Q3: 65 shares 65 $89.1K 0.02% +2 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 678 shares; 2025Q1: 1,679 shares; 2025Q2: 1,679 shares; 2025Q3: 1,498 shares; 2025Q4: 1,176 shares; 2026Q1: 1,176 shares; 2026Q2: 1,176 shares; 2026Q3: 2,192 shares 2,192 $88.6K 0.02% +1,016 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 203 shares 203 $88.4K 0.02% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 83 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 91 shares; 2025Q4: 73 shares; 2026Q1: 15 shares; 2026Q2: 15 shares; 2026Q3: 164 shares 164 $88.3K 0.02% +149 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 402 shares; 2025Q3: 244 shares; 2025Q4: 225 shares; 2026Q1: 229 shares; 2026Q2: 729 shares; 2026Q3: 229 shares 229 $87.3K 0.02% -500 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 561 shares 561 $87K 0.02% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 502 shares 502 $86.3K 0.02% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 243 shares; 2026Q1: 244 shares; 2026Q2: 545 shares; 2026Q3: 546 shares 546 $86.3K 0.02% +1 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,918 shares; 2025Q1: 914 shares; 2025Q2: 918 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: 279 shares; 2026Q3: 594 shares 594 $85.9K 0.02% +315 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $84.5K 0.02% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,226 shares; 2025Q1: 2,149 shares; 2025Q2: 1,400 shares; 2025Q3: 1,945 shares; 2025Q4: 1,919 shares; 2026Q1: 1,767 shares; 2026Q2: 2,012 shares; 2026Q3: 2,233 shares 2,233 $84.5K 0.02% +221 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares; 2026Q3: 326 shares 326 $84.1K 0.02% +6 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: 84 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 86 shares; 2026Q3: 300 shares 300 $83.6K 0.02% +214 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 278 shares 278 $83.5K 0.02% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 521 shares; 2026Q2: 812 shares; 2026Q3: 649 shares 649 $83.3K 0.02% -163 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 965 shares 965 $82.3K 0.02% new Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,345 shares; 2025Q3: 62,173 shares; 2025Q4: 66,798 shares; 2026Q1: 75,373 shares; 2026Q2: 9,665 shares; 2026Q3: 7,645 shares 7,645 $81.7K 0.02% -2,020 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 80 shares 80 $80.9K 0.02% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 434 shares; 2025Q1: 437 shares; 2025Q2: 454 shares; 2025Q3: 473 shares; 2025Q4: 52 shares; 2026Q1: 388 shares; 2026Q2: 346 shares; 2026Q3: 645 shares 645 $80.7K 0.02% +299 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 379 shares 379 $80K 0.02% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,343 shares 2,343 $77.1K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares; 2026Q3: 340 shares 340 $76.9K 0.02% +300 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 751 shares 751 $76.8K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 314 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 274 shares 274 $76.8K 0.02% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,251 shares; 2026Q3: 1,251 shares 1,251 $76.6K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 810 shares 810 $76.3K 0.02% +310 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 549 shares; 2025Q1: 553 shares; 2025Q2: 371 shares; 2025Q3: 575 shares; 2025Q4: 272 shares; 2026Q1: 511 shares; 2026Q2: 539 shares; 2026Q3: 550 shares 550 $75.9K 0.02% +11 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 335 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares; 2026Q3: 293 shares 293 $75.4K 0.02% +83 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 404 shares; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 50 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 802 shares 802 $75.4K 0.02% +402 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 365 shares 365 $74K 0.02% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 301 shares; 2025Q1: 256 shares; 2025Q2: 337 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 313 shares; 2026Q2: 274 shares; 2026Q3: 362 shares 362 $73.9K 0.02% +88 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,384 shares 1,384 $73.6K 0.02% new Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,375 shares; 2025Q4: 6,661 shares; 2026Q1: 9,398 shares; 2026Q2: 9,473 shares; 2026Q3: 5,346 shares 5,346 $73.6K 0.02% -4,127 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 360 shares 360 $73.5K 0.02% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 629 shares 629 $73.4K 0.02% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares; 2026Q3: 874 shares 874 $72.4K 0.02% +529 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $72.3K 0.02% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,667 shares 1,667 $72.2K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 798 shares; 2026Q2: 806 shares; 2026Q3: 729 shares 729 $71.8K 0.02% -77 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,393 shares 1,393 $70.5K 0.02% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 444 shares 444 $70.2K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 482 shares; 2025Q1: 648 shares; 2025Q2: 408 shares; 2025Q3: 708 shares; 2025Q4: 652 shares; 2026Q1: 616 shares; 2026Q2: 325 shares; 2026Q3: 472 shares 472 $70K 0.02% +147 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,091 shares 2,091 $69.7K 0.02% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares; 2026Q3: 1,359 shares 1,359 $69.6K 0.02% +359 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,502 shares; 2025Q1: 4,323 shares; 2025Q2: 4,529 shares; 2025Q3: 3,918 shares; 2025Q4: 537 shares; 2026Q1: 506 shares; 2026Q2: 2,506 shares; 2026Q3: 2,453 shares 2,453 $68.6K 0.02% -53 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares; 2026Q3: 644 shares 644 $68.5K 0.02% +194 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,125 shares 1,125 $68.1K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100 shares; 2025Q1: 500 shares; 2025Q2: 250 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 296 shares; 2026Q2: 803 shares; 2026Q3: 2,383 shares 2,383 $68K 0.02% +1,580 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 230 shares 230 $67.9K 0.02% new Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,138 shares; 2026Q3: 1,283 shares 1,283 $67.5K 0.02% +145 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 401 shares; 2026Q3: 407 shares 407 $66.6K 0.02% +6 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares; 2026Q3: 175 shares 175 $66.2K 0.02% 0 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 266 shares 266 $65.5K 0.01% new 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; 2024Q4: 5,826 shares; 2025Q1: 5,826 shares; 2025Q2: 5,826 shares; 2025Q3: 5,826 shares; 2025Q4: 5,826 shares; 2026Q1: 5,826 shares; 2026Q2: 5,826 shares; 2026Q3: 5,826 shares 5,826 $65.1K 0.01% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 367 shares 367 $64K 0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,026 shares; 2026Q1: 514 shares; 2026Q2: 1,070 shares; 2026Q3: 1,386 shares 1,386 $63.8K 0.01% +316 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,532 shares 1,532 $62.3K 0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,333 shares 1,333 $61.7K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 127 shares 127 $61.4K 0.01% new Timeline FEAC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,853 shares 1,853 $60.9K 0.01% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,468 shares; 2025Q1: 2,422 shares; 2025Q2: 2,424 shares; 2025Q3: 1,027 shares; 2025Q4: 1,544 shares; 2026Q1: 1,453 shares; 2026Q2: 1,443 shares; 2026Q3: 1,413 shares 1,413 $59.2K 0.01% -30 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,115 shares 1,115 $59.1K 0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 164 shares 164 $58.2K 0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 316 shares 316 $58.2K 0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 743 shares 743 $57.9K 0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 616 shares; 2026Q3: 649 shares 649 $57.8K 0.01% +33 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 179 shares; 2025Q1: 180 shares; 2025Q2: 181 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 183 shares; 2026Q2: 177 shares; 2026Q3: 251 shares 251 $57.3K 0.01% +74 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 812 shares; 2025Q1: 915 shares; 2025Q2: 922 shares; 2025Q3: 989 shares; 2025Q4: 989 shares; 2026Q1: 989 shares; 2026Q2: 804 shares; 2026Q3: 804 shares 804 $57.1K 0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 171 shares 171 $56.5K 0.01% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $56.4K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 196 shares 196 $56.2K 0.01% new Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $56K 0.01% 0 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,017 shares; 2025Q1: 1,043 shares; 2025Q2: 1,096 shares; 2025Q3: 487 shares; 2025Q4: 488 shares; 2026Q1: 471 shares; 2026Q2: 472 shares; 2026Q3: 452 shares 452 $55.6K 0.01% -20 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 385 shares; 2025Q3: 677 shares; 2025Q4: 692 shares; 2026Q1: 692 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $55.4K 0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares; 2026Q3: 900 shares 900 $55.4K 0.01% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73 shares; 2026Q2: 79 shares; 2026Q3: 81 shares 81 $55.4K 0.01% +2 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152 shares; 2026Q3: 286 shares 286 $55.3K 0.01% +134 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 344 shares 344 $55.2K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares; 2026Q3: 946 shares 946 $54.6K 0.01% +321 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 211 shares 211 $54.3K 0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 323 shares; 2026Q2: 323 shares; 2026Q3: 324 shares 324 $54.1K 0.01% +1 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 1,679 shares; 2026Q2: 584 shares; 2026Q3: 400 shares 400 $54.1K 0.01% -184 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 311 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 509 shares 509 $54K 0.01% +409 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 171 shares 171 $53K 0.01% new Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 295 shares 295 $52.6K 0.01% new Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,366 shares; 2026Q3: 1,366 shares 1,366 $52.6K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,564 shares 1,564 $52.1K 0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 542 shares 542 $51.9K 0.01% new 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; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 986 shares; 2025Q3: 986 shares; 2025Q4: 995 shares; 2026Q1: 995 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $51.8K 0.01% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 852 shares; 2026Q3: 876 shares 876 $51.1K 0.01% +24 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares; 2026Q2: 272 shares; 2026Q3: 272 shares 272 $50.9K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 260 shares; 2025Q1: 375 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 376 shares; 2026Q2: 376 shares; 2026Q3: 517 shares 517 $50.4K 0.01% +141 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 6 shares; 2025Q4: 0 shares; 2026Q1: 0 shares; 2026Q2: 166 shares; 2026Q3: 166 shares 166 $49.8K 0.01% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 804 shares; 2026Q1: 604 shares; 2026Q2: 604 shares; 2026Q3: 604 shares 604 $49.7K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 567 shares 567 $48.6K 0.01% +367 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 782 shares 782 $48.6K 0.01% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 428 shares 428 $48.6K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 386 shares 386 $48.5K 0.01% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 500 shares 500 $48.4K 0.01% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 13 shares; 2025Q2: 16 shares; 2025Q3: 15 shares; 2025Q4: 16 shares; 2026Q1: 1 shares; 2026Q2: 38 shares; 2026Q3: 296 shares 296 $48.2K 0.01% +258 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares; 2026Q3: 1,200 shares 1,200 $47.8K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 181 shares 181 $47.8K 0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,253 shares 3,253 $47.7K 0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157 shares; 2026Q3: 171 shares 171 $47.6K 0.01% +14 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,290 shares; 2026Q3: 1,625 shares 1,625 $47.6K 0.01% +335 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,150 shares 2,150 $47.3K 0.01% new Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 951 shares; 2025Q3: 962 shares; 2025Q4: 972 shares; 2026Q1: 981 shares; 2026Q2: 991 shares; 2026Q3: 1,014 shares 1,014 $47.3K 0.01% +23 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 300 shares 300 $47.3K 0.01% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares; 2026Q3: 3,500 shares 3,500 $47.2K 0.01% 0 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $46.8K 0.01% 0 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 408 shares 408 $46.7K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 162 shares 162 $46.2K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,380 shares; 2025Q4: 1,380 shares; 2026Q1: 1,380 shares; 2026Q2: 1,330 shares; 2026Q3: 1,428 shares 1,428 $45.9K 0.01% +98 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 9,970 shares 9,970 $45.9K 0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 47 shares 47 $45.6K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 200 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 602 shares; 2026Q1: 602 shares; 2026Q2: 1,992 shares; 2026Q3: 1,038 shares 1,038 $45.3K 0.01% -954 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 344 shares 344 $45.1K 0.01% new 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; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 264 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 264 shares; 2026Q3: 264 shares 264 $45.1K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 169 shares; 2025Q1: 53 shares; 2025Q2: 3 shares; 2025Q3: 57 shares; 2025Q4: 76 shares; 2026Q1: 63 shares; 2026Q2: 63 shares; 2026Q3: 66 shares 66 $44.9K 0.01% +3 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 172 shares 172 $44.9K 0.01% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares; 2026Q2: 504 shares; 2026Q3: 504 shares 504 $44.6K 0.01% 0 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,519 shares; 2025Q1: 0 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,750 shares; 2026Q3: 3,750 shares 3,750 $44.5K 0.01% 0 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 823 shares; 2026Q3: 1,101 shares 1,101 $44.5K 0.01% +278 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,774 shares; 2025Q1: 2,193 shares; 2025Q2: 1,424 shares; 2025Q3: 205 shares; 2025Q4: 1,206 shares; 2026Q1: 2,160 shares; 2026Q2: 118 shares; 2026Q3: 123 shares 123 $43.8K 0.01% +5 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 158 shares 158 $43K 0.01% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 657 shares; 2025Q4: 660 shares; 2026Q1: 661 shares; 2026Q2: 664 shares; 2026Q3: 666 shares 666 $43K 0.01% +2 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 418 shares 418 $42.7K 0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 105 shares; 2026Q3: 155 shares 155 $42.7K 0.01% +50 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 60 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 64 shares 64 $42.5K 0.01% new Timeline FDIF FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,445 shares; 2025Q1: 12,725 shares; 2025Q2: 11,436 shares; 2025Q3: 12,063 shares; 2025Q4: 11,978 shares; 2026Q1: 934 shares; 2026Q2: 934 shares; 2026Q3: 1,019 shares 1,019 $42.5K 0.01% +85 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 314 shares; 2025Q3: 315 shares; 2025Q4: 316 shares; 2026Q1: 317 shares; 2026Q2: 318 shares; 2026Q3: 319 shares 319 $42.3K 0.01% +1 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 765 shares 765 $42.2K 0.01% new 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; 2024Q4: 839 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 839 shares; 2026Q1: 839 shares; 2026Q2: 839 shares; 2026Q3: 839 shares 839 $42.2K 0.01% 0 Timeline SDEM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,178 shares; 2025Q2: 1,196 shares; 2025Q3: 1,213 shares; 2025Q4: 1,229 shares; 2026Q1: 1,246 shares; 2026Q2: 1,262 shares; 2026Q3: 1,278 shares 1,278 $42.1K 0.01% +16 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,294 shares; 2025Q1: 5,337 shares; 2025Q2: 5,356 shares; 2025Q3: 2,665 shares; 2025Q4: 2,684 shares; 2026Q1: 2,702 shares; 2026Q2: 2,737 shares; 2026Q3: 2,711 shares 2,711 $41.9K 0.01% -26 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317 shares; 2025Q3: 318 shares; 2025Q4: 320 shares; 2026Q1: 321 shares; 2026Q2: 322 shares; 2026Q3: 324 shares 324 $41.8K 0.01% +2 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 99 shares; 2026Q3: 99 shares 99 $41.3K 0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 184 shares 184 $40.7K 0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 988 shares 988 $40.6K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 345 shares 345 $40.5K 0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 406 shares 406 $40.3K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 626 shares 626 $40K 0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 863 shares 863 $39.2K 0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares; 2026Q3: 707 shares 707 $38.8K 0.01% +82 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 143 shares 143 $38.5K 0.01% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 126 shares 126 $38.5K 0.01% new Timeline NIHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 752 shares 752 $38.3K 0.01% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,730 shares; 2026Q3: 2,730 shares 2,730 $38.3K 0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 397 shares 397 $38.3K 0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,997 shares; 2025Q3: 1,963 shares; 2025Q4: 1,963 shares; 2026Q1: 2,060 shares; 2026Q2: 2,102 shares; 2026Q3: 711 shares 711 $38K 0.01% -1,391 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: not reported; 2026Q3: 133 shares 133 $38K 0.01% new Timeline