BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: not reported; 2025Q2: 23 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $15.7M 6.28% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,958 shares; 2024Q4: 13,950 shares; 2025Q1: 13,900 shares; 2025Q2: 13,855 shares; 2025Q3: 13,923 shares; 2025Q4: 13,849 shares; 2026Q1: 13,841 shares; 2026Q2: 13,849 shares 13,849 $14.7M 5.89% +8 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,988 shares; 2024Q4: 52,707 shares; 2025Q1: 52,348 shares; 2025Q2: 50,329 shares; 2025Q3: 51,018 shares; 2025Q4: 49,937 shares; 2026Q1: 49,935 shares; 2026Q2: 49,984 shares 49,984 $14.5M 5.78% +49 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,867 shares; 2024Q4: 22,982 shares; 2025Q1: 22,772 shares; 2025Q2: 22,709 shares; 2025Q3: 22,804 shares; 2025Q4: 21,022 shares; 2026Q1: 18,316 shares; 2026Q2: 17,343 shares 17,343 $12.5M 5.01% -973 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,943 shares; 2024Q4: 16,774 shares; 2025Q1: 17,147 shares; 2025Q2: 18,868 shares; 2025Q3: 20,110 shares; 2025Q4: 20,168 shares; 2026Q1: 20,330 shares; 2026Q2: 20,735 shares 20,735 $10.4M 4.14% +405 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,141 shares; 2024Q4: 31,744 shares; 2025Q1: 31,584 shares; 2025Q2: 31,510 shares; 2025Q3: 31,464 shares; 2025Q4: 27,503 shares; 2026Q1: 27,136 shares; 2026Q2: 26,330 shares 26,330 $6.73M 2.69% -806 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,086 shares; 2024Q4: 16,133 shares; 2025Q1: 16,124 shares; 2025Q2: 16,137 shares; 2025Q3: 16,181 shares; 2025Q4: 16,222 shares; 2026Q1: 16,575 shares; 2026Q2: 16,958 shares 16,958 $6.33M 2.53% +383 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,046 shares; 2024Q4: 82,798 shares; 2025Q1: 87,201 shares; 2025Q2: 135,579 shares; 2025Q3: 148,660 shares; 2025Q4: 186,185 shares; 2026Q1: 191,515 shares; 2026Q2: 188,599 shares 188,599 $4.55M 1.82% -2,916 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,854 shares; 2024Q4: 10,069 shares; 2025Q1: 10,290 shares; 2025Q2: 11,159 shares; 2025Q3: 10,920 shares; 2025Q4: 10,901 shares; 2026Q1: 11,913 shares; 2026Q2: 12,280 shares 12,280 $4.39M 1.75% +367 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,276 shares; 2024Q4: 4,276 shares; 2025Q1: 4,241 shares; 2025Q2: 4,235 shares; 2025Q3: 4,225 shares; 2025Q4: 4,225 shares; 2026Q1: 4,225 shares; 2026Q2: 4,214 shares 4,214 $4.12M 1.65% -11 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,861 shares; 2024Q4: 33,026 shares; 2025Q1: 32,559 shares; 2025Q2: 32,483 shares; 2025Q3: 32,128 shares; 2025Q4: 31,773 shares; 2026Q1: 31,673 shares; 2026Q2: 31,392 shares 31,392 $3.69M 1.47% -281 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,395 shares; 2024Q4: 4,956 shares; 2025Q1: 5,095 shares; 2025Q2: 5,228 shares; 2025Q3: 5,180 shares; 2025Q4: 5,122 shares; 2026Q1: 5,862 shares; 2026Q2: 5,872 shares 5,872 $3.41M 1.36% +10 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,100 shares; 2024Q4: 9,065 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 8,640 shares; 2026Q1: 8,640 shares; 2026Q2: 8,281 shares 8,281 $2.96M 1.18% -359 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,193 shares; 2024Q4: 12,209 shares; 2025Q1: 12,054 shares; 2025Q2: 12,019 shares; 2025Q3: 11,963 shares; 2025Q4: 11,691 shares; 2026Q1: 11,682 shares; 2026Q2: 11,532 shares 11,532 $2.93M 1.17% -150 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,792 shares; 2024Q4: 47,792 shares; 2025Q1: 47,277 shares; 2025Q2: 47,222 shares; 2025Q3: 47,017 shares; 2025Q4: 47,008 shares; 2026Q1: 47,008 shares; 2026Q2: 46,893 shares 46,893 $2.83M 1.13% -115 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,222 shares; 2024Q4: 102,645 shares; 2025Q1: 103,253 shares; 2025Q2: 104,156 shares; 2025Q3: 106,933 shares; 2025Q4: 112,062 shares; 2026Q1: 113,265 shares; 2026Q2: 113,892 shares 113,892 $2.81M 1.12% +627 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,033 shares; 2024Q4: 5,033 shares; 2025Q1: 5,033 shares; 2025Q2: 5,369 shares; 2025Q3: 5,412 shares; 2025Q4: 5,399 shares; 2026Q1: 5,411 shares; 2026Q2: 5,462 shares 5,462 $2.74M 1.09% +51 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,444 shares; 2024Q4: 80,539 shares; 2025Q1: 79,839 shares; 2025Q2: 74,294 shares; 2025Q3: 71,747 shares; 2025Q4: 50,417 shares; 2026Q1: 50,267 shares; 2026Q2: 49,447 shares 49,447 $2.66M 1.06% -820 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,714 shares; 2024Q4: 18,714 shares; 2025Q1: 18,714 shares; 2025Q2: 18,714 shares; 2025Q3: 18,714 shares; 2025Q4: 18,714 shares; 2026Q1: 18,714 shares; 2026Q2: 18,714 shares 18,714 $2.62M 1.05% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,983 shares; 2024Q4: 19,023 shares; 2025Q1: 18,976 shares; 2025Q2: 19,475 shares; 2025Q3: 19,614 shares; 2025Q4: 19,678 shares; 2026Q1: 19,792 shares; 2026Q2: 19,803 shares 19,803 $2.54M 1.02% +11 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,021 shares; 2024Q4: 7,319 shares; 2025Q1: 7,511 shares; 2025Q2: 8,057 shares; 2025Q3: 8,060 shares; 2025Q4: 8,274 shares; 2026Q1: 9,982 shares; 2026Q2: 10,533 shares 10,533 $2.51M 1% +551 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,237 shares; 2024Q4: 59,037 shares; 2025Q1: 58,696 shares; 2025Q2: 58,354 shares; 2025Q3: 59,371 shares; 2025Q4: 59,309 shares; 2026Q1: 59,309 shares; 2026Q2: 59,207 shares 59,207 $2.51M 1% -102 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,341 shares; 2024Q4: 10,295 shares; 2025Q1: 9,991 shares; 2025Q2: 9,926 shares; 2025Q3: 9,857 shares; 2025Q4: 9,762 shares; 2026Q1: 9,755 shares; 2026Q2: 9,770 shares 9,770 $2.46M 0.98% +15 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,133 shares; 2024Q4: 60,959 shares; 2025Q1: 60,389 shares; 2025Q2: 60,039 shares; 2025Q3: 59,819 shares; 2025Q4: 55,074 shares; 2026Q1: 55,041 shares; 2026Q2: 54,686 shares 54,686 $2.42M 0.97% -355 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,524 shares; 2024Q4: 8,569 shares; 2025Q1: 8,427 shares; 2025Q2: 8,413 shares; 2025Q3: 8,440 shares; 2025Q4: 8,440 shares; 2026Q1: 8,571 shares; 2026Q2: 8,605 shares 8,605 $2.34M 0.93% +34 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,376 shares; 2024Q4: 3,231 shares; 2025Q1: 3,204 shares; 2025Q2: 3,204 shares; 2025Q3: 3,176 shares; 2025Q4: 3,066 shares; 2026Q1: 3,064 shares; 2026Q2: 3,064 shares 3,064 $2.32M 0.92% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,489 shares; 2024Q4: 33,020 shares; 2025Q1: 32,926 shares; 2025Q2: 41,394 shares; 2025Q3: 45,055 shares; 2025Q4: 61,382 shares; 2026Q1: 79,765 shares; 2026Q2: 83,227 shares 83,227 $2.31M 0.92% +3,462 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,142 shares; 2024Q4: 47,892 shares; 2025Q1: 47,721 shares; 2025Q2: 47,721 shares; 2025Q3: 47,721 shares; 2025Q4: 47,721 shares; 2026Q1: 47,721 shares; 2026Q2: 47,562 shares 47,562 $2.26M 0.9% -159 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,461 shares; 2024Q4: 15,450 shares; 2025Q1: 15,322 shares; 2025Q2: 15,292 shares; 2025Q3: 15,292 shares; 2025Q4: 15,206 shares; 2026Q1: 15,206 shares; 2026Q2: 15,206 shares 15,206 $2.23M 0.89% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,436 shares; 2024Q4: 15,472 shares; 2025Q1: 15,364 shares; 2025Q2: 15,364 shares; 2025Q3: 15,364 shares; 2025Q4: 15,148 shares; 2026Q1: 15,130 shares; 2026Q2: 15,130 shares 15,130 $2.22M 0.89% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,732 shares; 2024Q4: 6,732 shares; 2025Q1: 6,732 shares; 2025Q2: 6,733 shares; 2025Q3: 6,698 shares; 2025Q4: 6,618 shares; 2026Q1: 6,617 shares; 2026Q2: 6,617 shares 6,617 $2.17M 0.87% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,234 shares; 2024Q4: 7,184 shares; 2025Q1: 7,159 shares; 2025Q2: 7,159 shares; 2025Q3: 7,159 shares; 2025Q4: 6,861 shares; 2026Q1: 6,861 shares; 2026Q2: 6,850 shares 6,850 $2.15M 0.86% -11 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,593 shares; 2024Q4: 19,490 shares; 2025Q1: 19,498 shares; 2025Q2: 19,506 shares; 2025Q3: 19,463 shares; 2025Q4: 19,081 shares; 2026Q1: 19,096 shares; 2026Q2: 19,110 shares 19,110 $1.91M 0.76% +14 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,827 shares; 2024Q4: 7,792 shares; 2025Q1: 7,642 shares; 2025Q2: 7,643 shares; 2025Q3: 7,647 shares; 2025Q4: 7,827 shares; 2026Q1: 7,827 shares; 2026Q2: 7,827 shares 7,827 $1.86M 0.74% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: 7,530 shares; 2025Q1: 9,548 shares; 2025Q2: 14,831 shares; 2025Q3: 24,954 shares; 2025Q4: 32,172 shares; 2026Q1: 35,492 shares; 2026Q2: 36,103 shares 36,103 $1.83M 0.73% +611 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,761 shares; 2024Q4: 21,741 shares; 2025Q1: 21,741 shares; 2025Q2: 21,691 shares; 2025Q3: 21,691 shares; 2025Q4: 21,657 shares; 2026Q1: 21,657 shares; 2026Q2: 21,657 shares 21,657 $1.79M 0.71% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,970 shares; 2024Q4: 14,098 shares; 2025Q1: 13,933 shares; 2025Q2: 13,920 shares; 2025Q3: 13,737 shares; 2025Q4: 13,732 shares; 2026Q1: 13,557 shares; 2026Q2: 13,294 shares 13,294 $1.74M 0.69% -263 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,346 shares; 2024Q4: 3,370 shares; 2025Q1: 3,384 shares; 2025Q2: 3,379 shares; 2025Q3: 3,379 shares; 2025Q4: 3,379 shares; 2026Q1: 3,379 shares; 2026Q2: 3,384 shares 3,384 $1.72M 0.69% +5 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,363 shares; 2024Q4: 3,265 shares; 2025Q1: 3,265 shares; 2025Q2: 3,269 shares; 2025Q3: 3,258 shares; 2025Q4: 3,236 shares; 2026Q1: 3,236 shares; 2026Q2: 3,236 shares 3,236 $1.65M 0.66% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,272 shares 7,272 $1.63M 0.65% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,138 shares; 2024Q4: 15,348 shares; 2025Q1: 15,348 shares; 2025Q2: 14,861 shares; 2025Q3: 14,821 shares; 2025Q4: 14,673 shares; 2026Q1: 14,673 shares; 2026Q2: 14,675 shares 14,675 $1.61M 0.64% +2 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,232 shares 7,232 $1.6M 0.64% 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; 2024Q3: 4,679 shares; 2024Q4: 4,644 shares; 2025Q1: 4,644 shares; 2025Q2: 4,636 shares; 2025Q3: 4,636 shares; 2025Q4: 4,636 shares; 2026Q1: 4,636 shares; 2026Q2: 4,636 shares 4,636 $1.57M 0.63% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,529 shares; 2024Q4: 22,257 shares; 2025Q1: 22,096 shares; 2025Q2: 22,653 shares; 2025Q3: 32,531 shares; 2025Q4: 36,557 shares; 2026Q1: 47,797 shares; 2026Q2: 50,700 shares 50,700 $1.49M 0.6% +2,903 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,346 shares; 2024Q4: 4,274 shares; 2025Q1: 4,274 shares; 2025Q2: 3,984 shares; 2025Q3: 3,879 shares; 2025Q4: 3,072 shares; 2026Q1: 3,072 shares; 2026Q2: 3,027 shares 3,027 $1.49M 0.59% -45 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,697 shares; 2024Q4: 11,732 shares; 2025Q1: 12,050 shares; 2025Q2: 10,348 shares; 2025Q3: 10,330 shares; 2025Q4: 9,717 shares; 2026Q1: 9,740 shares; 2026Q2: 9,874 shares 9,874 $1.41M 0.56% +134 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,740 shares; 2024Q4: 4,974 shares; 2025Q1: 4,902 shares; 2025Q2: 4,892 shares; 2025Q3: 4,892 shares; 2025Q4: 4,485 shares; 2026Q1: 4,485 shares; 2026Q2: 4,835 shares 4,835 $1.41M 0.56% +350 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,247 shares; 2024Q4: 7,247 shares; 2025Q1: 7,308 shares; 2025Q2: 7,359 shares; 2025Q3: 7,359 shares; 2025Q4: 7,727 shares; 2026Q1: 7,727 shares; 2026Q2: 8,423 shares 8,423 $1.4M 0.56% +696 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,569 shares; 2024Q4: 3,626 shares; 2025Q1: 3,630 shares; 2025Q2: 3,629 shares; 2025Q3: 3,596 shares; 2025Q4: 3,635 shares; 2026Q1: 3,714 shares; 2026Q2: 4,021 shares 4,021 $1.38M 0.55% +307 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,931 shares; 2024Q4: 14,931 shares; 2025Q1: 14,797 shares; 2025Q2: 14,657 shares; 2025Q3: 14,597 shares; 2025Q4: 14,522 shares; 2026Q1: 14,522 shares; 2026Q2: 14,522 shares 14,522 $1.32M 0.53% 0 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,694 shares; 2024Q4: 20,694 shares; 2025Q1: 20,694 shares; 2025Q2: 20,694 shares; 2025Q3: 20,694 shares; 2025Q4: 20,694 shares; 2026Q1: 20,694 shares; 2026Q2: 20,694 shares 20,694 $1.3M 0.52% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,226 shares; 2024Q4: 53,218 shares; 2025Q1: 52,807 shares; 2025Q2: 53,142 shares; 2025Q3: 53,142 shares; 2025Q4: 52,435 shares; 2026Q1: 52,533 shares; 2026Q2: 52,493 shares 52,493 $1.26M 0.5% -40 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,653 shares; 2024Q4: 13,778 shares; 2025Q1: 13,753 shares; 2025Q2: 13,663 shares; 2025Q3: 13,763 shares; 2025Q4: 13,763 shares; 2026Q1: 13,763 shares; 2026Q2: 13,746 shares 13,746 $1.26M 0.5% -17 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,056 shares; 2024Q4: 12,011 shares; 2025Q1: 11,874 shares; 2025Q2: 12,239 shares; 2025Q3: 12,493 shares; 2025Q4: 12,573 shares; 2026Q1: 12,607 shares; 2026Q2: 12,637 shares 12,637 $1.2M 0.48% +30 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,499 shares; 2024Q4: 7,674 shares; 2025Q1: 7,750 shares; 2025Q2: 7,706 shares; 2025Q3: 7,968 shares; 2025Q4: 7,557 shares; 2026Q1: 7,574 shares; 2026Q2: 8,614 shares 8,614 $1.17M 0.47% +1,040 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,634 shares; 2024Q4: 10,364 shares; 2025Q1: 10,244 shares; 2025Q2: 10,199 shares; 2025Q3: 10,139 shares; 2025Q4: 10,101 shares; 2026Q1: 10,101 shares; 2026Q2: 10,126 shares 10,126 $1.15M 0.46% +25 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,267 shares; 2024Q4: 3,117 shares; 2025Q1: 3,116 shares; 2025Q2: 3,115 shares; 2025Q3: 3,114 shares; 2025Q4: 3,114 shares; 2026Q1: 3,114 shares; 2026Q2: 3,114 shares 3,114 $1.1M 0.44% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,037 shares; 2024Q4: 14,749 shares; 2025Q1: 14,623 shares; 2025Q2: 14,623 shares; 2025Q3: 14,623 shares; 2025Q4: 14,453 shares; 2026Q1: 14,453 shares; 2026Q2: 14,203 shares 14,203 $1.09M 0.43% -250 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,486 shares; 2024Q4: 19,411 shares; 2025Q1: 19,122 shares; 2025Q2: 19,122 shares; 2025Q3: 18,988 shares; 2025Q4: 18,888 shares; 2026Q1: 18,888 shares; 2026Q2: 18,688 shares 18,688 $1.08M 0.43% -200 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 2,018 shares; 2025Q1: 1,994 shares; 2025Q2: 2,046 shares; 2025Q3: 2,137 shares; 2025Q4: 2,103 shares; 2026Q1: 2,092 shares; 2026Q2: 2,152 shares 2,152 $1.07M 0.43% +60 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,108 shares; 2024Q4: 4,945 shares; 2025Q1: 4,939 shares; 2025Q2: 4,899 shares; 2025Q3: 4,874 shares; 2025Q4: 4,852 shares; 2026Q1: 4,767 shares; 2026Q2: 4,759 shares 4,759 $1.05M 0.42% -8 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,408 shares; 2024Q4: 12,338 shares; 2025Q1: 12,338 shares; 2025Q2: 12,207 shares; 2025Q3: 12,155 shares; 2025Q4: 11,962 shares; 2026Q1: 11,999 shares; 2026Q2: 13,190 shares 13,190 $1.03M 0.41% +1,191 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,145 shares; 2024Q4: 4,145 shares; 2025Q1: 4,145 shares; 2025Q2: 4,095 shares; 2025Q3: 4,295 shares; 2025Q4: 4,295 shares; 2026Q1: 4,290 shares; 2026Q2: 4,290 shares 4,290 $1.02M 0.41% 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; 2024Q3: 15,683 shares; 2024Q4: 10,733 shares; 2025Q1: 10,643 shares; 2025Q2: 10,643 shares; 2025Q3: 10,643 shares; 2025Q4: 9,843 shares; 2026Q1: 9,843 shares; 2026Q2: 9,843 shares 9,843 $1.02M 0.41% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,823 shares; 2024Q4: 2,823 shares; 2025Q1: 2,813 shares; 2025Q2: 2,807 shares; 2025Q3: 2,807 shares; 2025Q4: 2,807 shares; 2026Q1: 3,018 shares; 2026Q2: 3,048 shares 3,048 $857K 0.34% +30 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,446 shares; 2024Q4: 10,396 shares; 2025Q1: 10,166 shares; 2025Q2: 10,115 shares; 2025Q3: 10,065 shares; 2025Q4: 9,992 shares; 2026Q1: 9,992 shares; 2026Q2: 9,992 shares 9,992 $845K 0.34% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,239 shares; 2024Q4: 4,239 shares; 2025Q1: 4,379 shares; 2025Q2: 4,551 shares; 2025Q3: 4,551 shares; 2025Q4: 4,497 shares; 2026Q1: 4,497 shares; 2026Q2: 4,478 shares 4,478 $843K 0.34% -19 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 176 shares; 2026Q1: 185 shares; 2026Q2: 4,687 shares 4,687 $835K 0.33% +4,502 Timeline S&P GLOBAL INC S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,941 shares 1,941 $790K 0.32% new GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,658 shares; 2024Q4: 1,910 shares; 2025Q1: 1,975 shares; 2025Q2: 2,105 shares; 2025Q3: 2,094 shares; 2025Q4: 2,169 shares; 2026Q1: 2,177 shares; 2026Q2: 2,229 shares 2,229 $790K 0.32% +52 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,951 shares; 2026Q2: 3,951 shares 3,951 $789K 0.32% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,985 shares; 2024Q4: 8,165 shares; 2025Q1: 8,165 shares; 2025Q2: 8,165 shares; 2025Q3: 8,165 shares; 2025Q4: 7,470 shares; 2026Q1: 7,470 shares; 2026Q2: 7,470 shares 7,470 $777K 0.31% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,525 shares; 2024Q4: 15,525 shares; 2025Q1: 15,525 shares; 2025Q2: 15,525 shares; 2025Q3: 15,252 shares; 2025Q4: 15,103 shares; 2026Q1: 15,103 shares; 2026Q2: 15,103 shares 15,103 $777K 0.31% 0 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; 2024Q3: 5,218 shares; 2024Q4: 5,376 shares; 2025Q1: 5,314 shares; 2025Q2: 5,339 shares; 2025Q3: 5,372 shares; 2025Q4: 5,330 shares; 2026Q1: 5,468 shares; 2026Q2: 5,498 shares 5,498 $765K 0.31% +30 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,995 shares; 2024Q4: 1,988 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 1,817 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares; 2026Q2: 1,069 shares 1,069 $762K 0.3% -36 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,390 shares; 2024Q4: 7,125 shares; 2025Q1: 7,000 shares; 2025Q2: 6,908 shares; 2025Q3: 6,908 shares; 2025Q4: 6,815 shares; 2026Q1: 6,815 shares; 2026Q2: 6,832 shares 6,832 $760K 0.3% +17 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,339 shares; 2024Q4: 13,339 shares; 2025Q1: 13,139 shares; 2025Q2: 13,139 shares; 2025Q3: 13,096 shares; 2025Q4: 13,096 shares; 2026Q1: 13,096 shares; 2026Q2: 13,096 shares 13,096 $750K 0.3% 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; 2024Q3: 2,051 shares; 2024Q4: 2,059 shares; 2025Q1: 2,053 shares; 2025Q2: 2,082 shares; 2025Q3: 2,049 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares; 2026Q2: 2,058 shares 2,058 $745K 0.3% +9 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,544 shares; 2024Q4: 1,832 shares; 2025Q1: 1,855 shares; 2025Q2: 2,118 shares; 2025Q3: 2,146 shares; 2025Q4: 2,143 shares; 2026Q1: 2,143 shares; 2026Q2: 2,184 shares 2,184 $744K 0.3% +41 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,593 shares; 2024Q4: 4,643 shares; 2025Q1: 4,580 shares; 2025Q2: 4,571 shares; 2025Q3: 4,565 shares; 2025Q4: 4,451 shares; 2026Q1: 4,401 shares; 2026Q2: 4,401 shares 4,401 $713K 0.28% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,626 shares; 2024Q4: 8,551 shares; 2025Q1: 8,326 shares; 2025Q2: 8,157 shares; 2025Q3: 8,013 shares; 2025Q4: 7,163 shares; 2026Q1: 7,164 shares; 2026Q2: 7,171 shares 7,171 $690K 0.28% +7 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,039 shares; 2024Q4: 8,041 shares; 2025Q1: 7,794 shares; 2025Q2: 7,795 shares; 2025Q3: 7,799 shares; 2025Q4: 7,802 shares; 2026Q1: 7,425 shares; 2026Q2: 7,260 shares 7,260 $685K 0.27% -165 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 1,505 shares; 2025Q4: 1,505 shares; 2026Q1: 1,505 shares; 2026Q2: 1,505 shares 1,505 $652K 0.26% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,606 shares; 2024Q4: 10,313 shares; 2025Q1: 10,185 shares; 2025Q2: 10,074 shares; 2025Q3: 10,074 shares; 2025Q4: 10,074 shares; 2026Q1: 10,074 shares; 2026Q2: 10,074 shares 10,074 $634K 0.25% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,451 shares; 2024Q4: 16,362 shares; 2025Q1: 14,843 shares; 2025Q2: 17,478 shares; 2025Q3: 19,255 shares; 2025Q4: 19,330 shares; 2026Q1: 19,621 shares; 2026Q2: 19,974 shares 19,974 $633K 0.25% +353 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,905 shares; 2025Q3: 3,038 shares; 2025Q4: 3,086 shares; 2026Q1: 3,107 shares; 2026Q2: 3,107 shares 3,107 $623K 0.25% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,048 shares; 2024Q4: 1,040 shares; 2025Q1: 1,008 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 994 shares; 2026Q1: 994 shares; 2026Q2: 994 shares 994 $620K 0.25% 0 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,688 shares; 2026Q2: 32,688 shares 32,688 $609K 0.24% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,070 shares; 2024Q4: 2,055 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,028 shares; 2025Q4: 2,017 shares; 2026Q1: 2,017 shares; 2026Q2: 2,011 shares 2,011 $599K 0.24% -6 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,432 shares; 2024Q4: 4,432 shares; 2025Q1: 4,232 shares; 2025Q2: 4,102 shares; 2025Q3: 4,102 shares; 2025Q4: 4,057 shares; 2026Q1: 4,057 shares; 2026Q2: 4,057 shares 4,057 $593K 0.24% 0 Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,457 shares; 2024Q4: 13,457 shares; 2025Q1: 13,457 shares; 2025Q2: 13,405 shares; 2025Q3: 13,405 shares; 2025Q4: 13,320 shares; 2026Q1: 13,320 shares; 2026Q2: 13,320 shares 13,320 $581K 0.23% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,876 shares; 2024Q4: 7,876 shares; 2025Q1: 7,833 shares; 2025Q2: 7,791 shares; 2025Q3: 7,769 shares; 2025Q4: 7,769 shares; 2026Q1: 7,756 shares; 2026Q2: 7,786 shares 7,786 $560K 0.22% +30 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,061 shares; 2024Q4: 2,047 shares; 2025Q1: 2,047 shares; 2025Q2: 1,947 shares; 2025Q3: 1,892 shares; 2025Q4: 1,342 shares; 2026Q1: 1,270 shares; 2026Q2: 1,270 shares 1,270 $541K 0.22% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,392 shares; 2024Q4: 4,394 shares; 2025Q1: 4,395 shares; 2025Q2: 4,396 shares; 2025Q3: 4,397 shares; 2025Q4: 4,399 shares; 2026Q1: 4,399 shares; 2026Q2: 4,400 shares 4,400 $536K 0.21% +1 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,527 shares; 2024Q4: 6,484 shares; 2025Q1: 6,484 shares; 2025Q2: 6,479 shares; 2025Q3: 6,791 shares; 2025Q4: 6,703 shares; 2026Q1: 6,703 shares; 2026Q2: 6,703 shares 6,703 $531K 0.21% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,615 shares; 2024Q4: 22,965 shares; 2025Q1: 22,865 shares; 2025Q2: 22,780 shares; 2025Q3: 22,780 shares; 2025Q4: 22,780 shares; 2026Q1: 22,780 shares; 2026Q2: 22,785 shares 22,785 $525K 0.21% +5 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,649 shares; 2024Q4: 4,728 shares; 2025Q1: 4,590 shares; 2025Q2: 4,641 shares; 2025Q3: 4,604 shares; 2025Q4: 4,501 shares; 2026Q1: 4,435 shares; 2026Q2: 4,445 shares 4,445 $524K 0.21% +10 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,550 shares; 2024Q4: 3,105 shares; 2025Q1: 3,105 shares; 2025Q2: 3,105 shares; 2025Q3: 3,089 shares; 2025Q4: 2,914 shares; 2026Q1: 2,914 shares; 2026Q2: 2,914 shares 2,914 $523K 0.21% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,947 shares; 2024Q4: 9,922 shares; 2025Q1: 9,757 shares; 2025Q2: 9,557 shares; 2025Q3: 9,539 shares; 2025Q4: 9,539 shares; 2026Q1: 9,539 shares; 2026Q2: 9,489 shares 9,489 $521K 0.21% -50 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 868 shares; 2024Q4: 868 shares; 2025Q1: 1,090 shares; 2025Q2: 1,133 shares; 2025Q3: 1,081 shares; 2025Q4: 1,087 shares; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares 1,087 $519K 0.21% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,423 shares; 2024Q4: 4,423 shares; 2025Q1: 4,423 shares; 2025Q2: 4,408 shares; 2025Q3: 4,408 shares; 2025Q4: 4,408 shares; 2026Q1: 4,408 shares; 2026Q2: 4,408 shares 4,408 $517K 0.21% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 661 shares; 2025Q3: 683 shares; 2025Q4: 684 shares; 2026Q1: 686 shares; 2026Q2: 687 shares 687 $513K 0.2% +1 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,665 shares; 2024Q4: 1,665 shares; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares; 2026Q1: 1,665 shares; 2026Q2: 1,665 shares 1,665 $500K 0.2% 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; 2024Q3: 1,079 shares; 2024Q4: 974 shares; 2025Q1: 969 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 796 shares; 2026Q1: 788 shares; 2026Q2: 786 shares 786 $499K 0.2% -2 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 2,215 shares; 2025Q1: 2,190 shares; 2025Q2: 2,190 shares; 2025Q3: 2,190 shares; 2025Q4: 2,190 shares; 2026Q1: 2,190 shares; 2026Q2: 2,174 shares 2,174 $493K 0.2% -16 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,084 shares; 2024Q4: 11,757 shares; 2025Q1: 10,799 shares; 2025Q2: 10,595 shares; 2025Q3: 12,426 shares; 2025Q4: 13,000 shares; 2026Q1: 13,105 shares; 2026Q2: 13,510 shares 13,510 $490K 0.2% +405 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,169 shares; 2024Q4: 3,202 shares; 2025Q1: 3,327 shares; 2025Q2: 3,376 shares; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares; 2026Q1: 3,620 shares; 2026Q2: 3,658 shares 3,658 $486K 0.19% +38 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,796 shares; 2024Q4: 12,796 shares; 2025Q1: 12,796 shares; 2025Q2: 12,797 shares; 2025Q3: 12,797 shares; 2025Q4: 12,796 shares; 2026Q1: 12,796 shares; 2026Q2: 12,796 shares 12,796 $470K 0.19% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717 shares; 2024Q4: 717 shares; 2025Q1: 674 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 745 shares; 2026Q1: 785 shares; 2026Q2: 810 shares 810 $456K 0.18% +25 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,122 shares; 2024Q4: 6,071 shares; 2025Q1: 5,956 shares; 2025Q2: 11,912 shares; 2025Q3: 11,690 shares; 2025Q4: 9,396 shares; 2026Q1: 9,396 shares; 2026Q2: 9,396 shares 9,396 $451K 0.18% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 379 shares; 2026Q2: 374 shares 374 $449K 0.18% -5 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 127 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 1,027 shares; 2026Q2: 1,027 shares 1,027 $432K 0.17% 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; 2024Q3: 7,850 shares; 2024Q4: 7,850 shares; 2025Q1: 7,850 shares; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,580 shares; 2026Q1: 7,580 shares; 2026Q2: 7,580 shares 7,580 $432K 0.17% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,912 shares; 2024Q4: 2,913 shares; 2025Q1: 2,898 shares; 2025Q2: 2,848 shares; 2025Q3: 2,852 shares; 2025Q4: 2,608 shares; 2026Q1: 2,613 shares; 2026Q2: 2,681 shares 2,681 $419K 0.17% +68 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,556 shares; 2024Q4: 2,556 shares; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 1,926 shares; 2025Q4: 1,901 shares; 2026Q1: 1,901 shares; 2026Q2: 1,901 shares 1,901 $412K 0.16% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,165 shares; 2024Q4: 8,165 shares; 2025Q1: 8,092 shares; 2025Q2: 8,092 shares; 2025Q3: 8,092 shares; 2025Q4: 8,092 shares; 2026Q1: 8,092 shares; 2026Q2: 8,092 shares 8,092 $397K 0.16% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $391K 0.16% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,824 shares; 2024Q4: 1,824 shares; 2025Q1: 1,824 shares; 2025Q2: 1,824 shares; 2025Q3: 1,824 shares; 2025Q4: 1,824 shares; 2026Q1: 1,824 shares; 2026Q2: 1,824 shares 1,824 $381K 0.15% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 400 shares; 2025Q1: 456 shares; 2025Q2: 473 shares; 2025Q3: 718 shares; 2025Q4: 760 shares; 2026Q1: 1,214 shares; 2026Q2: 1,248 shares 1,248 $378K 0.15% +34 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,626 shares; 2024Q4: 2,626 shares; 2025Q1: 2,615 shares; 2025Q2: 2,615 shares; 2025Q3: 2,694 shares; 2025Q4: 2,765 shares; 2026Q1: 2,765 shares; 2026Q2: 2,868 shares 2,868 $363K 0.15% +103 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,225 shares; 2025Q1: 1,180 shares; 2025Q2: 1,172 shares; 2025Q3: 1,144 shares; 2025Q4: 1,144 shares; 2026Q1: 1,144 shares; 2026Q2: 1,141 shares 1,141 $357K 0.14% -3 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,661 shares; 2024Q4: 2,656 shares; 2025Q1: 2,496 shares; 2025Q2: 2,496 shares; 2025Q3: 2,444 shares; 2025Q4: 2,094 shares; 2026Q1: 2,094 shares; 2026Q2: 2,094 shares 2,094 $354K 0.14% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,620 shares; 2024Q4: 20,590 shares; 2025Q1: 20,440 shares; 2025Q2: 20,185 shares; 2025Q3: 20,080 shares; 2025Q4: 19,470 shares; 2026Q1: 19,470 shares; 2026Q2: 19,605 shares 19,605 $348K 0.14% +135 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,842 shares; 2024Q4: 8,017 shares; 2025Q1: 7,614 shares; 2025Q2: 7,614 shares; 2025Q3: 7,592 shares; 2025Q4: 7,292 shares; 2026Q1: 7,292 shares; 2026Q2: 7,292 shares 7,292 $337K 0.13% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,287 shares; 2024Q4: 3,072 shares; 2025Q1: 3,072 shares; 2025Q2: 3,072 shares; 2025Q3: 3,172 shares; 2025Q4: 3,172 shares; 2026Q1: 3,172 shares; 2026Q2: 3,122 shares 3,122 $336K 0.13% -50 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,668 shares; 2024Q4: 3,668 shares; 2025Q1: 3,685 shares; 2025Q2: 3,866 shares; 2025Q3: 3,834 shares; 2025Q4: 3,777 shares; 2026Q1: 3,856 shares; 2026Q2: 3,885 shares 3,885 $334K 0.13% +29 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,685 shares; 2024Q4: 3,655 shares; 2025Q1: 3,640 shares; 2025Q2: 3,640 shares; 2025Q3: 3,640 shares; 2025Q4: 3,588 shares; 2026Q1: 3,573 shares; 2026Q2: 3,573 shares 3,573 $328K 0.13% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,085 shares; 2024Q4: 1,160 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares; 2026Q1: 1,155 shares; 2026Q2: 1,155 shares 1,155 $327K 0.13% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $325K 0.13% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,392 shares; 2024Q4: 13,176 shares; 2025Q1: 12,324 shares; 2025Q2: 12,325 shares; 2025Q3: 10,937 shares; 2025Q4: 10,944 shares; 2026Q1: 10,951 shares; 2026Q2: 10,958 shares 10,958 $317K 0.13% +7 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,929 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 904 shares; 2025Q4: 894 shares; 2026Q1: 894 shares; 2026Q2: 894 shares 894 $316K 0.13% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,781 shares; 2024Q4: 5,781 shares; 2025Q1: 5,781 shares; 2025Q2: 5,581 shares; 2025Q3: 5,445 shares; 2025Q4: 5,445 shares; 2026Q1: 5,445 shares; 2026Q2: 5,445 shares 5,445 $315K 0.13% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,362 shares; 2024Q4: 2,014 shares; 2025Q1: 2,014 shares; 2025Q2: 2,113 shares; 2025Q3: 2,269 shares; 2025Q4: 2,282 shares; 2026Q1: 2,282 shares; 2026Q2: 2,282 shares 2,282 $312K 0.12% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,534 shares; 2025Q3: 1,514 shares; 2025Q4: 1,514 shares; 2026Q1: 1,284 shares; 2026Q2: 1,284 shares 1,284 $299K 0.12% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $298K 0.12% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,441 shares; 2024Q4: 3,441 shares; 2025Q1: 3,171 shares; 2025Q2: 3,171 shares; 2025Q3: 3,171 shares; 2025Q4: 3,171 shares; 2026Q1: 3,171 shares; 2026Q2: 3,112 shares 3,112 $291K 0.12% -59 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; 2024Q3: 1,937 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,893 shares; 2026Q1: 1,693 shares; 2026Q2: 1,693 shares 1,693 $287K 0.11% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $283K 0.11% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 476 shares; 2025Q1: 967 shares; 2025Q2: 1,839 shares; 2025Q3: 2,687 shares; 2025Q4: 2,718 shares; 2026Q1: 2,808 shares; 2026Q2: 2,738 shares 2,738 $280K 0.11% -70 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,325 shares; 2024Q4: 28,325 shares; 2025Q1: 28,325 shares; 2025Q2: 28,325 shares; 2025Q3: 28,325 shares; 2025Q4: 28,325 shares; 2026Q1: 28,325 shares; 2026Q2: 27,525 shares 27,525 $274K 0.11% -800 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 1,723 shares; 2025Q4: 1,723 shares; 2026Q1: 1,723 shares; 2026Q2: 1,723 shares 1,723 $267K 0.11% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 652 shares; 2026Q1: 652 shares; 2026Q2: 652 shares 652 $267K 0.11% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,493 shares; 2024Q4: 4,493 shares; 2025Q1: 4,493 shares; 2025Q2: 4,493 shares; 2025Q3: 2,730 shares; 2025Q4: 2,730 shares; 2026Q1: 2,730 shares; 2026Q2: 2,730 shares 2,730 $264K 0.11% 0 Timeline WKC WORLD KINECT CORPORATION More: the full row for WORLD KINECT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $264K 0.11% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,029 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 956 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 923 shares; 2026Q2: 923 shares 923 $260K 0.1% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,805 shares; 2024Q4: 3,751 shares; 2025Q1: 3,751 shares; 2025Q2: 3,751 shares; 2025Q3: 3,751 shares; 2025Q4: 3,708 shares; 2026Q1: 3,708 shares; 2026Q2: 3,708 shares 3,708 $259K 0.1% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,368 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 4,255 shares; 2025Q3: 4,075 shares; 2025Q4: 3,218 shares; 2026Q1: 3,042 shares; 2026Q2: 3,042 shares 3,042 $249K 0.1% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $246K 0.1% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,993 shares; 2024Q4: 2,143 shares; 2025Q1: 1,962 shares; 2025Q2: 1,962 shares; 2025Q3: 1,962 shares; 2025Q4: 1,962 shares; 2026Q1: 1,857 shares; 2026Q2: 1,857 shares 1,857 $235K 0.09% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 6,171 shares; 2025Q1: 4,826 shares; 2025Q2: 5,091 shares; 2025Q3: 5,108 shares; 2025Q4: 6,196 shares; 2026Q1: 6,210 shares; 2026Q2: 6,226 shares 6,226 $230K 0.09% +16 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: 860 shares; 2025Q1: 830 shares; 2025Q2: 817 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 792 shares; 2026Q2: 695 shares 695 $229K 0.09% -97 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,215 shares; 2024Q4: 3,203 shares; 2025Q1: 3,178 shares; 2025Q2: 3,178 shares; 2025Q3: 3,178 shares; 2025Q4: 3,178 shares; 2026Q1: 2,978 shares; 2026Q2: 2,978 shares 2,978 $228K 0.09% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,677 shares; 2024Q4: 2,677 shares; 2025Q1: 2,677 shares; 2025Q2: 2,677 shares; 2025Q3: 2,677 shares; 2025Q4: 2,677 shares; 2026Q1: 2,677 shares; 2026Q2: 2,677 shares 2,677 $218K 0.09% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 520 shares; 2026Q1: 520 shares; 2026Q2: 520 shares 520 $209K 0.08% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,105 shares; 2024Q4: 1,080 shares; 2025Q1: 1,065 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares; 2026Q2: 1,042 shares 1,042 $206K 0.08% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,553 shares; 2024Q4: 1,554 shares; 2025Q1: 1,556 shares; 2025Q2: 1,557 shares; 2025Q3: 1,559 shares; 2025Q4: 1,560 shares; 2026Q1: 1,562 shares; 2026Q2: 1,563 shares 1,563 $200K 0.08% +1 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,367 shares; 2024Q4: 5,475 shares; 2025Q1: 2,481 shares; 2025Q2: 5,637 shares; 2025Q3: 5,642 shares; 2025Q4: 5,869 shares; 2026Q1: 5,876 shares; 2026Q2: 5,882 shares 5,882 $199K 0.08% +6 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,109 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 884 shares; 2026Q1: 884 shares; 2026Q2: 884 shares 884 $197K 0.08% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,058 shares; 2024Q4: 1,083 shares; 2025Q1: 1,104 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares; 2026Q2: 1,062 shares 1,062 $196K 0.08% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,288 shares; 2024Q4: 1,414 shares; 2025Q1: 1,411 shares; 2025Q2: 1,397 shares; 2025Q3: 1,407 shares; 2025Q4: 1,386 shares; 2026Q1: 1,336 shares; 2026Q2: 1,266 shares 1,266 $192K 0.08% -70 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682 shares; 2026Q2: 682 shares 682 $185K 0.07% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $183K 0.07% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares; 2026Q2: 1,820 shares 1,820 $183K 0.07% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,109 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,109 shares; 2026Q1: 2,109 shares; 2026Q2: 2,109 shares 2,109 $182K 0.07% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,932 shares; 2024Q4: 1,932 shares; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,858 shares; 2025Q4: 1,858 shares; 2026Q1: 1,858 shares; 2026Q2: 1,858 shares 1,858 $180K 0.07% 0 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,802 shares; 2024Q4: 10,802 shares; 2025Q1: 10,752 shares; 2025Q2: 9,602 shares; 2025Q3: 9,602 shares; 2025Q4: 9,147 shares; 2026Q1: 8,397 shares; 2026Q2: 8,397 shares 8,397 $180K 0.07% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,188 shares; 2024Q4: 2,188 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 1,743 shares; 2026Q1: 1,743 shares; 2026Q2: 1,743 shares 1,743 $178K 0.07% 0 Timeline 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; 2024Q3: 2,418 shares; 2024Q4: 4,836 shares; 2025Q1: 4,836 shares; 2025Q2: 4,836 shares; 2025Q3: 4,843 shares; 2025Q4: 4,850 shares; 2026Q1: 4,861 shares; 2026Q2: 4,874 shares 4,874 $176K 0.07% +13 Timeline APOG APOGEE ENTERPRISES INC More: the full row for APOGEE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,945 shares; 2024Q4: 3,945 shares; 2025Q1: 3,770 shares; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares; 2025Q4: 3,770 shares; 2026Q1: 3,770 shares; 2026Q2: 3,770 shares 3,770 $172K 0.07% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares; 2026Q2: 1,843 shares 1,843 $172K 0.07% +613 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 910 shares; 2025Q3: 890 shares; 2025Q4: 890 shares; 2026Q1: 890 shares; 2026Q2: 890 shares 890 $169K 0.07% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $166K 0.07% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 700 shares; 2025Q1: 679 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 641 shares; 2026Q1: 641 shares; 2026Q2: 616 shares 616 $155K 0.06% -25 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,954 shares; 2024Q4: 1,955 shares; 2025Q1: 1,702 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 1,662 shares; 2026Q1: 1,662 shares; 2026Q2: 1,662 shares 1,662 $153K 0.06% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,576 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: 1,576 shares; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares; 2026Q1: 1,576 shares; 2026Q2: 1,576 shares 1,576 $152K 0.06% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 673 shares; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: 640 shares 640 $147K 0.06% -8 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,554 shares; 2024Q4: 2,554 shares; 2025Q1: 2,554 shares; 2025Q2: 1,964 shares; 2025Q3: 1,964 shares; 2025Q4: 1,964 shares; 2026Q1: 1,964 shares; 2026Q2: 1,640 shares 1,640 $136K 0.05% -324 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,627 shares; 2024Q4: 1,627 shares; 2025Q1: 1,627 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,619 shares; 2026Q1: 1,619 shares; 2026Q2: 1,619 shares 1,619 $133K 0.05% 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; 2024Q3: 2,184 shares; 2024Q4: 1,442 shares; 2025Q1: 1,442 shares; 2025Q2: 3,162 shares; 2025Q3: 2,422 shares; 2025Q4: 2,453 shares; 2026Q1: 2,453 shares; 2026Q2: 2,462 shares 2,462 $130K 0.05% +9 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $127K 0.05% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 397 shares; 2024Q4: 397 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 397 shares; 2026Q2: 397 shares 397 $126K 0.05% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $118K 0.05% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 714 shares 714 $118K 0.05% -94 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 405 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 97 shares; 2026Q2: 300 shares 300 $113K 0.05% +203 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,953 shares; 2024Q4: 4,953 shares; 2025Q1: 4,953 shares; 2025Q2: 4,953 shares; 2025Q3: 4,953 shares; 2025Q4: 4,953 shares; 2026Q1: 4,953 shares; 2026Q2: 4,953 shares 4,953 $113K 0.05% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 221 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 152 shares; 2026Q2: 151 shares 151 $111K 0.04% -1 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $111K 0.04% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 840 shares; 2025Q1: 844 shares; 2025Q2: 852 shares; 2025Q3: 981 shares; 2025Q4: 1,012 shares; 2026Q1: 1,027 shares; 2026Q2: 1,053 shares 1,053 $104K 0.04% +26 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 585 shares; 2026Q2: 570 shares 570 $103K 0.04% -15 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 406 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $103K 0.04% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 376 shares; 2026Q2: 376 shares 376 $102K 0.04% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,102 shares; 2024Q4: 4,102 shares; 2025Q1: 4,102 shares; 2025Q2: 4,102 shares; 2025Q3: 4,157 shares; 2025Q4: 4,157 shares; 2026Q1: 4,157 shares; 2026Q2: 4,119 shares 4,119 $101K 0.04% -38 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $100K 0.04% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468 shares; 2024Q4: 2,936 shares; 2025Q1: 2,648 shares; 2025Q2: 2,648 shares; 2025Q3: 2,649 shares; 2025Q4: 2,649 shares; 2026Q1: 2,651 shares; 2026Q2: 2,654 shares 2,654 $95.9K 0.04% +3 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,463 shares; 2024Q4: 1,467 shares; 2025Q1: 1,470 shares; 2025Q2: 1,473 shares; 2025Q3: 1,477 shares; 2025Q4: 1,480 shares; 2026Q1: 1,483 shares; 2026Q2: 1,487 shares 1,487 $94.2K 0.04% +4 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 875 shares 875 $93.4K 0.04% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 795 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 743 shares 743 $89.9K 0.04% +18 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,163 shares; 2024Q4: 1,163 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares; 2026Q1: 1,163 shares; 2026Q2: 1,163 shares 1,163 $89.6K 0.04% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 658 shares; 2025Q3: 545 shares; 2025Q4: 546 shares; 2026Q1: 546 shares; 2026Q2: 547 shares 547 $89.3K 0.04% +1 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $87.7K 0.04% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 154 shares; 2025Q4: 229 shares; 2026Q1: 252 shares; 2026Q2: 397 shares 397 $86.4K 0.03% +145 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 786 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares; 2026Q2: 786 shares 786 $86.3K 0.03% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares; 2026Q2: 199 shares 199 $84.7K 0.03% +1 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 1,167 shares; 2026Q2: 1,160 shares 1,160 $84.5K 0.03% -7 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,141 shares; 2024Q4: 3,141 shares; 2025Q1: 3,113 shares; 2025Q2: 3,113 shares; 2025Q3: 3,113 shares; 2025Q4: 3,113 shares; 2026Q1: 3,113 shares; 2026Q2: 3,113 shares 3,113 $84.4K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 534 shares; 2024Q4: 534 shares; 2025Q1: 498 shares; 2025Q2: 669 shares; 2025Q3: 694 shares; 2025Q4: 674 shares; 2026Q1: 674 shares; 2026Q2: 674 shares 674 $83.9K 0.03% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 396 shares; 2024Q4: 463 shares; 2025Q1: 462 shares; 2025Q2: 474 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $82.6K 0.03% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 547 shares 547 $82.6K 0.03% new Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $78.6K 0.03% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 747 shares; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 703 shares; 2026Q1: 703 shares; 2026Q2: 693 shares 693 $77.4K 0.03% -10 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares; 2026Q2: 257 shares 257 $76.8K 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $76.7K 0.03% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares; 2026Q2: 40,000 shares 40,000 $76K 0.03% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares; 2026Q2: 335 shares 335 $75.1K 0.03% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761 shares; 2024Q4: 761 shares; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 761 shares; 2026Q2: 761 shares 761 $72K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $69.9K 0.03% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $69.5K 0.03% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,974 shares; 2024Q4: 3,902 shares; 2025Q1: 3,623 shares; 2025Q2: 3,589 shares; 2025Q3: 3,460 shares; 2025Q4: 3,301 shares; 2026Q1: 3,114 shares; 2026Q2: 3,114 shares 3,114 $66.4K 0.03% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 806 shares; 2024Q4: 2,418 shares; 2025Q1: 1,758 shares; 2025Q2: 1,759 shares; 2025Q3: 1,760 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,751 shares 1,751 $60.9K 0.02% +1 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $59.8K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 886 shares; 2024Q4: 801 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 411 shares; 2025Q4: 411 shares; 2026Q1: 411 shares; 2026Q2: 411 shares 411 $59.4K 0.02% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,319 shares; 2025Q1: 1,330 shares; 2025Q2: 1,890 shares; 2025Q3: 1,906 shares; 2025Q4: 1,925 shares; 2026Q1: 1,932 shares; 2026Q2: 1,946 shares 1,946 $59.3K 0.02% +14 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; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 116 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 475 shares 475 $58.6K 0.02% +337 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,169 shares; 2024Q4: 2,207 shares; 2025Q1: 2,237 shares; 2025Q2: 2,267 shares; 2025Q3: 2,298 shares; 2025Q4: 2,355 shares; 2026Q1: 2,385 shares; 2026Q2: 2,412 shares 2,412 $58.6K 0.02% +27 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 410 shares; 2025Q3: 405 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $57.9K 0.02% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 513 shares; 2025Q1: 516 shares; 2025Q2: 501 shares; 2025Q3: 504 shares; 2025Q4: 508 shares; 2026Q1: 510 shares; 2026Q2: 513 shares 513 $55.2K 0.02% +3 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 11,900 shares; 2026Q2: 11,900 shares 11,900 $52.8K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 344 shares 344 $52.1K 0.02% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 928 shares; 2024Q4: 1,858 shares; 2025Q1: 1,935 shares; 2025Q2: 1,940 shares; 2025Q3: 1,946 shares; 2025Q4: 1,954 shares; 2026Q1: 1,954 shares; 2026Q2: 1,960 shares 1,960 $51.9K 0.02% +6 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; 2024Q3: 716 shares; 2024Q4: 716 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 716 shares; 2026Q1: 716 shares; 2026Q2: 716 shares 716 $51.9K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 595 shares 595 $51.7K 0.02% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 473 shares; 2026Q2: 473 shares 473 $51K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388 shares; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 293 shares; 2025Q3: 294 shares; 2025Q4: 295 shares; 2026Q1: 296 shares; 2026Q2: 296 shares 296 $48.7K 0.02% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $45.6K 0.02% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $45.5K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 205 shares 205 $45.3K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 294 shares 294 $43.6K 0.02% -24 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,319 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 983 shares; 2025Q3: 984 shares; 2025Q4: 986 shares; 2026Q1: 988 shares; 2026Q2: 989 shares 989 $43.6K 0.02% +1 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,676 shares; 2024Q4: 4,676 shares; 2025Q1: 4,676 shares; 2025Q2: 4,676 shares; 2025Q3: 4,676 shares; 2025Q4: 4,676 shares; 2026Q1: 4,676 shares; 2026Q2: 4,676 shares 4,676 $42.8K 0.02% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $42.6K 0.02% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 56 shares 56 $42.1K 0.02% +8 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,579 shares; 2024Q4: 5,279 shares; 2025Q1: 5,279 shares; 2025Q2: 5,194 shares; 2025Q3: 5,119 shares; 2025Q4: 5,119 shares; 2026Q1: 5,119 shares; 2026Q2: 5,204 shares 5,204 $41.1K 0.02% +85 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 375 shares; 2025Q4: 382 shares; 2026Q1: 382 shares; 2026Q2: 388 shares 388 $40.3K 0.02% +6 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 662 shares; 2025Q1: 477 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $40.2K 0.02% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $38.8K 0.02% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474 shares; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: 474 shares; 2026Q1: 474 shares; 2026Q2: 474 shares 474 $38.6K 0.02% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 139 shares; 2025Q3: 122 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 54 shares 54 $37.2K 0.01% +4 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $37.1K 0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 476 shares; 2025Q4: 477 shares; 2026Q1: 477 shares; 2026Q2: 478 shares 478 $36.8K 0.01% +1 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357 shares; 2024Q4: 362 shares; 2025Q1: 364 shares; 2025Q2: 367 shares; 2025Q3: 369 shares; 2025Q4: 372 shares; 2026Q1: 375 shares; 2026Q2: 377 shares 377 $36.4K 0.01% +2 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $36.3K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 879 shares; 2026Q1: 594 shares; 2026Q2: 405 shares 405 $35.9K 0.01% -189 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 512 shares; 2026Q1: 512 shares; 2026Q2: 524 shares 524 $35.5K 0.01% +12 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $35.5K 0.01% 0 Timeline MYE MYERS INDS INC More: the full row for MYERS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $35.3K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $35.3K 0.01% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,200 shares; 2025Q2: 1,000 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,700 shares; 2026Q2: 2,000 shares 2,000 $34.6K 0.01% +300 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,596 shares; 2024Q4: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 1,471 shares; 2026Q1: 1,471 shares; 2026Q2: 1,450 shares 1,450 $34.2K 0.01% -21 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,408 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 1,408 shares; 2026Q1: 1,408 shares; 2026Q2: 1,408 shares 1,408 $33.7K 0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,300 shares; 2025Q1: 1,259 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 774 shares; 2026Q2: 774 shares 774 $33.4K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $33.1K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 313 shares; 2026Q1: 313 shares; 2026Q2: 313 shares 313 $32.6K 0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $32.3K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,236 shares; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: 799 shares; 2026Q2: 799 shares 799 $31.7K 0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,535 shares; 2024Q4: 1,535 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares; 2026Q2: 1,460 shares 1,460 $30.9K 0.01% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 729 shares; 2026Q1: 729 shares; 2026Q2: 729 shares 729 $30.9K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $30.4K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517 shares; 2024Q4: 517 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 392 shares; 2026Q2: 392 shares 392 $30.4K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $30.3K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $30.3K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 306 shares 306 $29.3K 0.01% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988 shares; 2024Q4: 358 shares; 2025Q1: 42 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 131 shares; 2026Q2: 146 shares 146 $29.1K 0.01% +15 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares 204 $29K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 584 shares; 2026Q1: 584 shares; 2026Q2: 584 shares 584 $28.8K 0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $28.3K 0.01% 0 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; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $28.2K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 45 shares; 2025Q3: 332 shares; 2025Q4: 336 shares; 2026Q1: 337 shares; 2026Q2: 340 shares 340 $27.9K 0.01% +3 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 626 shares; 2026Q1: 626 shares; 2026Q2: 626 shares 626 $27.8K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $27.8K 0.01% 0 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 264 shares; 2025Q4: 267 shares; 2026Q1: 269 shares; 2026Q2: 271 shares 271 $27K 0.01% +2 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271 shares; 2026Q1: 271 shares; 2026Q2: 271 shares 271 $26.7K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $26.4K 0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $26.3K 0.01% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 386 shares; 2026Q2: 386 shares 386 $26K 0.01% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $25.4K 0.01% 0 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $24.8K 0.01% 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; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $24.6K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $24.4K 0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $24K 0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $23.9K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $23.9K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $23.5K 0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,805 shares; 2024Q4: 2,805 shares; 2025Q1: 2,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 2,805 shares; 2026Q1: 2,805 shares; 2026Q2: 2,805 shares 2,805 $23.3K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 284 shares; 2025Q1: 286 shares; 2025Q2: 254 shares; 2025Q3: 257 shares; 2025Q4: 260 shares; 2026Q1: 262 shares; 2026Q2: 299 shares 299 $21.9K 0.01% +37 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares; 2026Q2: 336 shares 336 $21.9K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $21.6K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 401 shares; 2025Q1: 403 shares; 2025Q2: 407 shares; 2025Q3: 410 shares; 2025Q4: 415 shares; 2026Q1: 417 shares; 2026Q2: 421 shares 421 $21.3K 0.01% +4 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 883 shares; 2024Q4: 883 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 857 shares; 2026Q1: 857 shares; 2026Q2: 857 shares 857 $21.3K 0.01% 0 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 507 shares; 2026Q1: 507 shares; 2026Q2: 516 shares 516 $21.1K 0.01% +9 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares; 2025Q3: 633 shares; 2025Q4: 633 shares; 2026Q1: 633 shares; 2026Q2: 633 shares 633 $20.7K 0.01% 0 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 442 shares; 2025Q3: 310 shares; 2025Q4: 311 shares; 2026Q1: 311 shares; 2026Q2: 311 shares 311 $20.1K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 256 shares 256 $19.4K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 273 shares; 2025Q4: 277 shares; 2026Q1: 277 shares; 2026Q2: 278 shares 278 $19K 0.01% +1 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; 2024Q3: 200 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 602 shares; 2026Q2: 605 shares 605 $18.8K 0.01% +3 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416 shares; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares; 2026Q2: 416 shares 416 $18.8K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $18.4K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 164 shares; 2026Q2: 164 shares 164 $17.9K 0.01% 0 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 884 shares; 2025Q4: 884 shares; 2026Q1: 884 shares; 2026Q2: 884 shares 884 $17.8K 0.01% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 911 shares; 2025Q4: 911 shares; 2026Q1: 911 shares; 2026Q2: 911 shares 911 $17.8K 0.01% 0 Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 605 shares 605 $17.6K 0.01% -100 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $16.9K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $16.8K 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; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $16.6K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380 shares; 2024Q4: 380 shares; 2025Q1: 380 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $16.5K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 105 shares 105 $16.4K 0.01% +20 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; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $16.3K 0.01% 0 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469 shares; 2024Q4: 1,407 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 524 shares; 2025Q4: 526 shares; 2026Q1: 528 shares; 2026Q2: 529 shares 529 $16.1K 0.01% +1 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $14.7K 0.01% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $14.5K 0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $14.4K 0.01% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $13.9K 0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $13.8K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $13.6K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 268 shares 268 $13.5K 0.01% +4 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 118 shares 118 $13.3K 0.01% +1 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $13.1K 0.01% 0 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 283 shares; 2026Q1: 283 shares; 2026Q2: 283 shares 283 $12.7K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $12.6K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 121 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 77 shares 77 $12.6K 0.01% +4 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $12.5K <0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $11.9K <0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150 shares; 2025Q4: 152 shares; 2026Q1: 153 shares; 2026Q2: 155 shares 155 $11.9K <0.01% +2 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 685 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $11.9K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares; 2026Q2: 31 shares 31 $11.6K <0.01% -31 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $11.1K <0.01% 0 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $10.4K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $10.4K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $10.2K <0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $10.1K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares; 2026Q2: 289 shares 289 $10.1K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $9.96K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $9.86K <0.01% 0 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $9.61K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $9.58K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $9.52K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $9.22K <0.01% 0 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $9.2K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147 shares; 2026Q1: 147 shares; 2026Q2: 147 shares 147 $9.11K <0.01% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $8.82K <0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $8.04K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68 shares 68 $8K <0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 80 shares 80 $7.63K <0.01% +30 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 10 shares 10 $7.63K <0.01% +7 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $6.95K <0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $6.67K <0.01% 0 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $6.57K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,412 shares; 2024Q4: 1,962 shares; 2025Q1: 1,962 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $6.46K <0.01% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256 shares; 2025Q4: 262 shares; 2026Q1: 265 shares; 2026Q2: 270 shares 270 $6.33K <0.01% +5 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $6.25K <0.01% 0 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: 210 shares; 2026Q1: 212 shares; 2026Q2: 215 shares 215 $6.24K <0.01% +3 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $6.12K <0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,463 shares; 2024Q4: 1,313 shares; 2025Q1: 1,313 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 283 shares; 2026Q2: 283 shares 283 $5.86K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 85 shares 85 $5.72K <0.01% +35 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $5.71K <0.01% 0 Timeline BDSX BIODESIX INC More: the full row for BIODESIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $5.64K <0.01% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224 $5.3K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $5.29K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 66 shares; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $5.24K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $5.23K <0.01% 0 Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $5.23K <0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40 shares 40 $5.1K <0.01% new Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $5.08K <0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $4.83K <0.01% 0 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $4.63K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $4.58K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $4.43K <0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $4.43K <0.01% 0 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $4.35K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $4.33K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $4.27K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $4.27K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $4.19K <0.01% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $4.17K <0.01% 0 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $4.02K <0.01% 0 Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $4.02K <0.01% 0 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $3.92K <0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $3.86K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $3.78K <0.01% 0 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 69 shares 69 $3.63K <0.01% +1 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $3.59K <0.01% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $3.55K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $2.95K <0.01% new Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 371 shares; 2026Q2: 371 shares 371 $2.87K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares 21 $2.85K <0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $2.33K <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $2.29K <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $2.18K <0.01% 0 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $2.12K <0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 24 shares 24 $2.07K <0.01% +20 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $2.02K <0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 26 shares 26 $1.95K <0.01% +1 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $1.91K <0.01% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $1.87K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $1.81K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $1.78K <0.01% 0 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $1.77K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $1.67K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $1.65K <0.01% 0 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $1.45K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58 shares; 2026Q2: 37 shares 37 $1.33K <0.01% -21 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $1.25K <0.01% 0 Timeline TTRX TURN THERAPEUTICS INC More: the full row for TURN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $1.24K <0.01% 0 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $1.21K <0.01% 0 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $1.11K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $933 <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $903 <0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $726 <0.01% 0 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $568 <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 27 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $525 <0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $520 <0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $407 <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $348 <0.01% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $266 <0.01% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $239 <0.01% 0 Timeline SLXN SILEXION THERAPEUTICS CORP More: the full row for SILEXION THERAPEUTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33 shares 33 $84 <0.01% new Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $6 <0.01% 0 Timeline