FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,932,579 shares; 2024Q4: 2,922,579 shares; 2025Q1: 2,879,531 shares; 2025Q2: 2,881,801 shares; 2025Q3: 2,877,246 shares; 2025Q4: 2,878,499 shares; 2026Q1: 2,876,734 shares; 2026Q2: 2,843,099 shares 2,843,099 $139M 4.99% -33,635 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,120 shares; 2024Q4: 327,970 shares; 2025Q1: 329,993 shares; 2025Q2: 331,224 shares; 2025Q3: 335,748 shares; 2025Q4: 338,478 shares; 2026Q1: 326,369 shares; 2026Q2: 335,445 shares 335,445 $115M 4.13% +9,076 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: 160,134 shares; 2024Q4: 154,117 shares; 2025Q1: 153,172 shares; 2025Q2: 151,695 shares; 2025Q3: 151,926 shares; 2025Q4: 150,733 shares; 2026Q1: 150,052 shares; 2026Q2: 149,333 shares 149,333 $110M 3.94% -719 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,376 shares; 2024Q4: 258,987 shares; 2025Q1: 264,902 shares; 2025Q2: 268,263 shares; 2025Q3: 272,611 shares; 2025Q4: 279,656 shares; 2026Q1: 261,130 shares; 2026Q2: 1,044,975 shares 1,044,975 $84.2M 3.01% +783,845 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: 247,522 shares; 2024Q4: 250,010 shares; 2025Q1: 251,387 shares; 2025Q2: 251,260 shares; 2025Q3: 255,561 shares; 2025Q4: 261,700 shares; 2026Q1: 260,494 shares; 2026Q2: 258,663 shares 258,663 $78.4M 2.81% -1,831 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: 239,344 shares; 2024Q4: 241,019 shares; 2025Q1: 241,010 shares; 2025Q2: 239,500 shares; 2025Q3: 236,227 shares; 2025Q4: 226,387 shares; 2026Q1: 225,431 shares; 2026Q2: 211,464 shares 211,464 $75.6M 2.7% -13,967 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: 243,299 shares; 2024Q4: 238,701 shares; 2025Q1: 232,897 shares; 2025Q2: 221,310 shares; 2025Q3: 221,737 shares; 2025Q4: 220,862 shares; 2026Q1: 221,609 shares; 2026Q2: 220,287 shares 220,287 $63.7M 2.28% -1,322 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: 859,592 shares; 2024Q4: 1,767,606 shares; 2025Q1: 1,796,169 shares; 2025Q2: 1,831,774 shares; 2025Q3: 1,856,232 shares; 2025Q4: 1,884,878 shares; 2026Q1: 1,880,859 shares; 2026Q2: 1,883,683 shares 1,883,683 $52.2M 1.87% +2,824 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: 56,507 shares; 2024Q4: 54,768 shares; 2025Q1: 54,314 shares; 2025Q2: 51,927 shares; 2025Q3: 51,931 shares; 2025Q4: 51,668 shares; 2026Q1: 52,116 shares; 2026Q2: 52,251 shares 52,251 $48.9M 1.75% +135 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: 203,870 shares; 2024Q4: 204,202 shares; 2025Q1: 201,445 shares; 2025Q2: 197,889 shares; 2025Q3: 198,018 shares; 2025Q4: 196,664 shares; 2026Q1: 195,251 shares; 2026Q2: 195,887 shares 195,887 $46.7M 1.67% +636 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: 126,287 shares; 2024Q4: 124,412 shares; 2025Q1: 123,978 shares; 2025Q2: 121,074 shares; 2025Q3: 121,766 shares; 2025Q4: 122,221 shares; 2026Q1: 123,856 shares; 2026Q2: 123,089 shares 123,089 $45.9M 1.64% -767 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: 65,012 shares; 2024Q4: 65,989 shares; 2025Q1: 64,041 shares; 2025Q2: 64,389 shares; 2025Q3: 63,581 shares; 2025Q4: 65,515 shares; 2026Q1: 63,218 shares; 2026Q2: 64,655 shares 64,655 $44.4M 1.59% +1,437 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,160 shares; 2024Q4: 69,163 shares; 2025Q1: 70,075 shares; 2025Q2: 69,817 shares; 2025Q3: 70,018 shares; 2025Q4: 64,832 shares; 2026Q1: 58,782 shares; 2026Q2: 58,735 shares 58,735 $41.3M 1.48% -47 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: 179,109 shares; 2024Q4: 176,914 shares; 2025Q1: 177,589 shares; 2025Q2: 140,489 shares; 2025Q3: 141,877 shares; 2025Q4: 141,545 shares; 2026Q1: 139,221 shares; 2026Q2: 137,134 shares 137,134 $41.2M 1.47% -2,087 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: 58,289 shares; 2024Q4: 67,832 shares; 2025Q1: 77,159 shares; 2025Q2: 77,017 shares; 2025Q3: 80,426 shares; 2025Q4: 79,995 shares; 2026Q1: 80,985 shares; 2026Q2: 77,326 shares 77,326 $36.9M 1.32% -3,659 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: 104,878 shares; 2024Q4: 105,000 shares; 2025Q1: 103,920 shares; 2025Q2: 103,233 shares; 2025Q3: 103,302 shares; 2025Q4: 103,129 shares; 2026Q1: 103,665 shares; 2026Q2: 104,277 shares 104,277 $35.8M 1.28% +612 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: 197,757 shares; 2024Q4: 206,869 shares; 2025Q1: 216,887 shares; 2025Q2: 226,542 shares; 2025Q3: 226,671 shares; 2025Q4: 228,136 shares; 2026Q1: 232,182 shares; 2026Q2: 235,018 shares 235,018 $35.6M 1.27% +2,836 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: 157,988 shares; 2024Q4: 159,667 shares; 2025Q1: 159,667 shares; 2025Q2: 159,347 shares; 2025Q3: 159,295 shares; 2025Q4: 158,750 shares; 2026Q1: 160,825 shares; 2026Q2: 167,570 shares 167,570 $35M 1.25% +6,745 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: 37,370 shares; 2024Q4: 36,805 shares; 2025Q1: 36,759 shares; 2025Q2: 37,095 shares; 2025Q3: 37,074 shares; 2025Q4: 37,065 shares; 2026Q1: 33,519 shares; 2026Q2: 32,619 shares 32,619 $34.7M 1.24% -900 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,582 shares; 2024Q4: 101,269 shares; 2025Q1: 109,602 shares; 2025Q2: 121,764 shares; 2025Q3: 111,776 shares; 2025Q4: 106,430 shares; 2026Q1: 95,154 shares; 2026Q2: 99,609 shares 99,609 $34M 1.22% +4,455 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,892 shares; 2024Q4: 367,807 shares; 2025Q1: 403,944 shares; 2025Q2: 415,271 shares; 2025Q3: 421,819 shares; 2025Q4: 441,100 shares; 2026Q1: 455,631 shares; 2026Q2: 457,159 shares 457,159 $32.6M 1.17% +1,528 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: 140,037 shares; 2024Q4: 139,999 shares; 2025Q1: 140,304 shares; 2025Q2: 139,845 shares; 2025Q3: 140,428 shares; 2025Q4: 142,450 shares; 2026Q1: 143,824 shares; 2026Q2: 144,645 shares 144,645 $32.2M 1.15% +821 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: 227,164 shares; 2024Q4: 232,921 shares; 2025Q1: 242,723 shares; 2025Q2: 248,182 shares; 2025Q3: 267,770 shares; 2025Q4: 281,749 shares; 2026Q1: 301,296 shares; 2026Q2: 310,192 shares 310,192 $32.2M 1.15% +8,896 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,666 shares; 2024Q4: 2,666 shares; 2025Q1: 2,887 shares; 2025Q2: 2,810 shares; 2025Q3: 3,545 shares; 2025Q4: 20,378 shares; 2026Q1: 116,733 shares; 2026Q2: 149,692 shares 149,692 $31.8M 1.14% +32,959 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: 201,671 shares; 2024Q4: 203,506 shares; 2025Q1: 196,271 shares; 2025Q2: 193,515 shares; 2025Q3: 194,623 shares; 2025Q4: 199,258 shares; 2026Q1: 207,943 shares; 2026Q2: 213,186 shares 213,186 $31.6M 1.13% +5,243 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: 210,142 shares; 2024Q4: 218,154 shares; 2025Q1: 208,149 shares; 2025Q2: 211,312 shares; 2025Q3: 214,416 shares; 2025Q4: 250,205 shares; 2026Q1: 270,958 shares; 2026Q2: 387,653 shares 387,653 $29.9M 1.07% +116,695 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: 215,348 shares; 2024Q4: 215,348 shares; 2025Q1: 219,023 shares; 2025Q2: 234,623 shares; 2025Q3: 235,253 shares; 2025Q4: 235,513 shares; 2026Q1: 252,098 shares; 2026Q2: 252,948 shares 252,948 $29.7M 1.06% +850 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,604 shares; 2024Q4: 17,497 shares; 2025Q1: 17,674 shares; 2025Q2: 17,537 shares; 2025Q3: 17,535 shares; 2025Q4: 16,300 shares; 2026Q1: 15,475 shares; 2026Q2: 14,885 shares 14,885 $29.6M 1.06% -590 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,008 shares; 2024Q4: 166,089 shares; 2025Q1: 160,381 shares; 2025Q2: 157,663 shares; 2025Q3: 158,852 shares; 2025Q4: 166,459 shares; 2026Q1: 174,641 shares; 2026Q2: 173,636 shares 173,636 $29.5M 1.06% -1,005 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: 95,052 shares; 2024Q4: 93,258 shares; 2025Q1: 148,557 shares; 2025Q2: 83,082 shares; 2025Q3: 84,938 shares; 2025Q4: 130,907 shares; 2026Q1: 142,285 shares; 2026Q2: 143,395 shares 143,395 $28.7M 1.03% +1,110 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: 40,576 shares; 2024Q4: 42,178 shares; 2025Q1: 46,320 shares; 2025Q2: 49,000 shares; 2025Q3: 51,026 shares; 2025Q4: 52,177 shares; 2026Q1: 54,573 shares; 2026Q2: 49,963 shares 49,963 $28.1M 1.01% -4,610 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: 61,900 shares; 2024Q4: 64,235 shares; 2025Q1: 62,075 shares; 2025Q2: 62,295 shares; 2025Q3: 58,832 shares; 2025Q4: 55,892 shares; 2026Q1: 71,970 shares; 2026Q2: 74,267 shares 74,267 $28.1M 1% +2,297 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,920 shares; 2025Q1: 27,983 shares; 2025Q2: 28,045 shares; 2025Q3: 28,055 shares; 2025Q4: 28,714 shares; 2026Q1: 28,898 shares; 2026Q2: 29,075 shares 29,075 $28M 1% +177 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: 45,232 shares; 2024Q4: 46,457 shares; 2025Q1: 47,262 shares; 2025Q2: 48,267 shares; 2025Q3: 114,431 shares; 2025Q4: 115,511 shares; 2026Q1: 147,202 shares; 2026Q2: 146,552 shares 146,552 $27.8M 1% -650 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: 55,149 shares; 2024Q4: 53,562 shares; 2025Q1: 58,626 shares; 2025Q2: 57,386 shares; 2025Q3: 56,931 shares; 2025Q4: 55,876 shares; 2026Q1: 55,485 shares; 2026Q2: 62,676 shares 62,676 $26.7M 0.96% +7,191 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392,713 shares; 2024Q4: 426,710 shares; 2025Q1: 474,692 shares; 2025Q2: 485,522 shares; 2025Q3: 530,332 shares; 2025Q4: 567,791 shares; 2026Q1: 541,672 shares; 2026Q2: 552,509 shares 552,509 $26.7M 0.95% +10,837 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: 83,383 shares; 2024Q4: 82,746 shares; 2025Q1: 86,239 shares; 2025Q2: 93,995 shares; 2025Q3: 94,005 shares; 2025Q4: 95,688 shares; 2026Q1: 96,991 shares; 2026Q2: 103,992 shares 103,992 $26.4M 0.95% +7,001 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: 26,701 shares; 2024Q4: 26,356 shares; 2025Q1: 21,176 shares; 2025Q2: 20,090 shares; 2025Q3: 127,085 shares; 2025Q4: 435,553 shares; 2026Q1: 545,451 shares; 2026Q2: 551,135 shares 551,135 $26.2M 0.94% +5,684 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,701 shares; 2024Q4: 72,636 shares; 2025Q1: 71,861 shares; 2025Q2: 69,845 shares; 2025Q3: 69,792 shares; 2025Q4: 136,356 shares; 2026Q1: 135,799 shares; 2026Q2: 135,799 shares 135,799 $25.9M 0.93% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57,391 shares; 2025Q1: 63,487 shares; 2025Q2: 71,590 shares; 2025Q3: 75,019 shares; 2025Q4: 72,878 shares; 2026Q1: 66,953 shares; 2026Q2: 58,963 shares 58,963 $25.6M 0.91% -7,990 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $25.5M 0.91% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,410 shares; 2024Q4: 53,385 shares; 2025Q1: 53,230 shares; 2025Q2: 49,752 shares; 2025Q3: 49,744 shares; 2025Q4: 49,972 shares; 2026Q1: 49,717 shares; 2026Q2: 49,569 shares 49,569 $25.5M 0.91% -148 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: 77,143 shares; 2024Q4: 77,105 shares; 2025Q1: 77,160 shares; 2025Q2: 76,901 shares; 2025Q3: 76,800 shares; 2025Q4: 76,424 shares; 2026Q1: 76,345 shares; 2026Q2: 76,311 shares 76,311 $25.2M 0.9% -34 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: 54,313 shares; 2024Q4: 53,849 shares; 2025Q1: 54,590 shares; 2025Q2: 57,314 shares; 2025Q3: 61,723 shares; 2025Q4: 70,533 shares; 2026Q1: 73,911 shares; 2026Q2: 76,028 shares 76,028 $24.9M 0.89% +2,117 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: 10,250 shares; 2024Q4: 10,250 shares; 2025Q1: 13,500 shares; 2025Q2: 13,500 shares; 2025Q3: 13,518 shares; 2025Q4: 35,896 shares; 2026Q1: 52,191 shares; 2026Q2: 135,255 shares 135,255 $24.5M 0.88% +83,064 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: 59,644 shares; 2024Q4: 59,491 shares; 2025Q1: 60,142 shares; 2025Q2: 60,282 shares; 2025Q3: 59,740 shares; 2025Q4: 60,365 shares; 2026Q1: 61,433 shares; 2026Q2: 60,746 shares 60,746 $24.2M 0.86% -687 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,024 shares; 2024Q4: 50,024 shares; 2025Q1: 50,083 shares; 2025Q2: 51,734 shares; 2025Q3: 51,780 shares; 2025Q4: 52,265 shares; 2026Q1: 54,973 shares; 2026Q2: 53,019 shares 53,019 $21.6M 0.77% -1,954 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,348 shares; 2024Q4: 213,928 shares; 2025Q1: 237,021 shares; 2025Q2: 245,513 shares; 2025Q3: 269,798 shares; 2025Q4: 290,949 shares; 2026Q1: 264,608 shares; 2026Q2: 270,832 shares 270,832 $21.4M 0.77% +6,224 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: 59,877 shares; 2024Q4: 58,022 shares; 2025Q1: 58,957 shares; 2025Q2: 59,668 shares; 2025Q3: 58,882 shares; 2025Q4: 59,585 shares; 2026Q1: 61,174 shares; 2026Q2: 61,299 shares 61,299 $20.9M 0.75% +125 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: 147,118 shares; 2024Q4: 151,036 shares; 2025Q1: 155,235 shares; 2025Q2: 156,495 shares; 2025Q3: 156,916 shares; 2025Q4: 156,219 shares; 2026Q1: 155,767 shares; 2026Q2: 184,261 shares 184,261 $20.9M 0.75% +28,494 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,777 shares; 2024Q4: 31,180 shares; 2025Q1: 41,435 shares; 2025Q2: 46,230 shares; 2025Q3: 53,038 shares; 2025Q4: 134,703 shares; 2026Q1: 425,942 shares; 2026Q2: 449,653 shares 449,653 $20.5M 0.73% +23,711 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: 7,533 shares; 2024Q4: 10,196 shares; 2025Q1: 11,449 shares; 2025Q2: 13,928 shares; 2025Q3: 15,238 shares; 2025Q4: 21,784 shares; 2026Q1: 21,686 shares; 2026Q2: 25,575 shares 25,575 $19.5M 0.7% +3,889 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: 29,568 shares; 2024Q4: 29,752 shares; 2025Q1: 31,876 shares; 2025Q2: 31,519 shares; 2025Q3: 32,873 shares; 2025Q4: 33,841 shares; 2026Q1: 35,558 shares; 2026Q2: 36,759 shares 36,759 $19.2M 0.69% +1,201 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: 29,381 shares; 2024Q4: 29,101 shares; 2025Q1: 30,499 shares; 2025Q2: 30,305 shares; 2025Q3: 36,130 shares; 2025Q4: 36,521 shares; 2026Q1: 37,386 shares; 2026Q2: 38,117 shares 38,117 $19.1M 0.68% +731 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,229 shares; 2024Q4: 150,474 shares; 2025Q1: 149,654 shares; 2025Q2: 149,214 shares; 2025Q3: 148,639 shares; 2025Q4: 317,624 shares; 2026Q1: 337,974 shares; 2026Q2: 353,324 shares 353,324 $18.8M 0.67% +15,350 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: 164,281 shares; 2024Q4: 494,039 shares; 2025Q1: 499,519 shares; 2025Q2: 499,240 shares; 2025Q3: 498,803 shares; 2025Q4: 474,903 shares; 2026Q1: 461,014 shares; 2026Q2: 487,343 shares 487,343 $18M 0.64% +26,329 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: 42,498 shares; 2024Q4: 42,634 shares; 2025Q1: 41,274 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,482 shares 42,482 $17.7M 0.63% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,552 shares; 2024Q4: 29,999 shares; 2025Q1: 29,899 shares; 2025Q2: 30,650 shares; 2025Q3: 30,849 shares; 2025Q4: 30,871 shares; 2026Q1: 30,701 shares; 2026Q2: 30,775 shares 30,775 $17.2M 0.62% +74 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,580 shares; 2024Q4: 66,062 shares; 2025Q1: 66,043 shares; 2025Q2: 67,554 shares; 2025Q3: 68,579 shares; 2025Q4: 70,702 shares; 2026Q1: 71,310 shares; 2026Q2: 67,557 shares 67,557 $14.9M 0.53% -3,753 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,531 shares; 2024Q4: 68,503 shares; 2025Q1: 68,354 shares; 2025Q2: 68,018 shares; 2025Q3: 68,817 shares; 2025Q4: 68,679 shares; 2026Q1: 68,970 shares; 2026Q2: 69,397 shares 69,397 $14.8M 0.53% +427 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,261 shares; 2024Q4: 9,432 shares; 2025Q1: 9,769 shares; 2025Q2: 9,818 shares; 2025Q3: 10,012 shares; 2025Q4: 10,735 shares; 2026Q1: 10,869 shares; 2026Q2: 10,842 shares 10,842 $14.4M 0.52% -27 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: 45,766 shares; 2024Q4: 45,661 shares; 2025Q1: 43,752 shares; 2025Q2: 39,944 shares; 2025Q3: 39,290 shares; 2025Q4: 38,785 shares; 2026Q1: 38,680 shares; 2026Q2: 40,826 shares 40,826 $14.4M 0.52% +2,146 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: 79,189 shares; 2024Q4: 79,343 shares; 2025Q1: 77,194 shares; 2025Q2: 72,826 shares; 2025Q3: 71,630 shares; 2025Q4: 71,393 shares; 2026Q1: 71,054 shares; 2026Q2: 63,499 shares 63,499 $14M 0.5% -7,555 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,434 shares; 2024Q4: 40,588 shares; 2025Q1: 44,809 shares; 2025Q2: 46,996 shares; 2025Q3: 48,276 shares; 2025Q4: 48,691 shares; 2026Q1: 63,407 shares; 2026Q2: 75,560 shares 75,560 $13.8M 0.5% +12,153 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: 23,622 shares; 2024Q4: 23,555 shares; 2025Q1: 23,756 shares; 2025Q2: 23,986 shares; 2025Q3: 24,038 shares; 2025Q4: 24,078 shares; 2026Q1: 25,133 shares; 2026Q2: 25,838 shares 25,838 $13.4M 0.48% +705 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: 16,893 shares; 2024Q4: 16,371 shares; 2025Q1: 16,533 shares; 2025Q2: 15,677 shares; 2025Q3: 15,728 shares; 2025Q4: 16,170 shares; 2026Q1: 16,178 shares; 2026Q2: 16,663 shares 16,663 $12.4M 0.45% +485 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: 2,158 shares; 2024Q4: 2,508 shares; 2025Q1: 2,158 shares; 2025Q2: 21,658 shares; 2025Q3: 31,158 shares; 2025Q4: 31,193 shares; 2026Q1: 32,818 shares; 2026Q2: 35,348 shares 35,348 $12M 0.43% +2,530 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,450 shares; 2024Q4: 63,450 shares; 2025Q1: 63,450 shares; 2025Q2: 63,450 shares; 2025Q3: 63,450 shares; 2025Q4: 63,450 shares; 2026Q1: 63,450 shares; 2026Q2: 63,450 shares 63,450 $11.3M 0.41% 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: 8,602 shares; 2024Q4: 15,394 shares; 2025Q1: 21,522 shares; 2025Q2: 9,127 shares; 2025Q3: 9,117 shares; 2025Q4: 9,348 shares; 2026Q1: 9,753 shares; 2026Q2: 11,103 shares 11,103 $11.2M 0.4% +1,350 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,015 shares; 2024Q4: 43,015 shares; 2025Q1: 43,015 shares; 2025Q2: 43,015 shares; 2025Q3: 43,015 shares; 2025Q4: 43,015 shares; 2026Q1: 43,015 shares; 2026Q2: 43,015 shares 43,015 $10.8M 0.39% 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: 11,746 shares; 2024Q4: 11,613 shares; 2025Q1: 12,011 shares; 2025Q2: 11,956 shares; 2025Q3: 13,666 shares; 2025Q4: 13,800 shares; 2026Q1: 13,328 shares; 2026Q2: 13,473 shares 13,473 $10.1M 0.36% +145 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: 47,189 shares; 2024Q4: 47,374 shares; 2025Q1: 47,340 shares; 2025Q2: 48,354 shares; 2025Q3: 48,869 shares; 2025Q4: 48,576 shares; 2026Q1: 44,857 shares; 2026Q2: 44,085 shares 44,085 $9.87M 0.35% -772 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: 78,499 shares; 2024Q4: 78,614 shares; 2025Q1: 79,549 shares; 2025Q2: 81,244 shares; 2025Q3: 81,553 shares; 2025Q4: 81,553 shares; 2026Q1: 81,553 shares; 2026Q2: 81,873 shares 81,873 $9.6M 0.34% +320 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,612 shares; 2025Q1: 34,516 shares; 2025Q2: 83,496 shares; 2025Q3: 111,204 shares; 2025Q4: 39,892 shares; 2026Q1: 46,539 shares; 2026Q2: 55,626 shares 55,626 $9.45M 0.34% +9,087 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: 126,639 shares; 2024Q4: 369,688 shares; 2025Q1: 340,468 shares; 2025Q2: 336,269 shares; 2025Q3: 325,003 shares; 2025Q4: 304,340 shares; 2026Q1: 289,209 shares; 2026Q2: 286,139 shares 286,139 $9.07M 0.32% -3,070 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,324 shares; 2024Q4: 62,537 shares; 2025Q1: 65,271 shares; 2025Q2: 93,830 shares; 2025Q3: 97,952 shares; 2025Q4: 103,373 shares; 2026Q1: 106,337 shares; 2026Q2: 46,293 shares 46,293 $9.02M 0.32% -60,044 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,980 shares; 2024Q4: 28,980 shares; 2025Q1: 28,980 shares; 2025Q2: 28,980 shares; 2025Q3: 28,980 shares; 2025Q4: 28,760 shares; 2026Q1: 28,760 shares; 2026Q2: 28,681 shares 28,681 $8.78M 0.31% -79 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: 17,602 shares; 2024Q4: 17,652 shares; 2025Q1: 18,057 shares; 2025Q2: 18,470 shares; 2025Q3: 18,580 shares; 2025Q4: 18,620 shares; 2026Q1: 28,701 shares; 2026Q2: 31,400 shares 31,400 $8.75M 0.31% +2,699 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: 35,885 shares; 2024Q4: 35,950 shares; 2025Q1: 36,455 shares; 2025Q2: 37,060 shares; 2025Q3: 37,145 shares; 2025Q4: 37,145 shares; 2026Q1: 37,145 shares; 2026Q2: 37,330 shares 37,330 $8.37M 0.3% +185 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,524 shares; 2024Q4: 42,524 shares; 2025Q1: 42,524 shares; 2025Q2: 42,524 shares; 2025Q3: 42,524 shares; 2025Q4: 42,399 shares; 2026Q1: 42,399 shares; 2026Q2: 42,199 shares 42,199 $8.34M 0.3% -200 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: 500 shares; 2025Q3: 500 shares; 2025Q4: 10,045 shares; 2026Q1: 26,439 shares; 2026Q2: 78,099 shares 78,099 $8.17M 0.29% +51,660 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: 27,261 shares; 2024Q4: 26,960 shares; 2025Q1: 26,810 shares; 2025Q2: 27,420 shares; 2025Q3: 27,490 shares; 2025Q4: 25,995 shares; 2026Q1: 25,995 shares; 2026Q2: 26,125 shares 26,125 $7.79M 0.28% +130 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: 48,270 shares; 2024Q4: 48,270 shares; 2025Q1: 48,270 shares; 2025Q2: 49,020 shares; 2025Q3: 49,020 shares; 2025Q4: 49,020 shares; 2026Q1: 49,020 shares; 2026Q2: 49,020 shares 49,020 $7.68M 0.27% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,260 shares; 2024Q4: 26,315 shares; 2025Q1: 26,780 shares; 2025Q2: 27,305 shares; 2025Q3: 27,385 shares; 2025Q4: 27,385 shares; 2026Q1: 27,805 shares; 2026Q2: 28,338 shares 28,338 $7.61M 0.27% +533 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: 26,934 shares; 2024Q4: 27,254 shares; 2025Q1: 27,030 shares; 2025Q2: 27,883 shares; 2025Q3: 28,722 shares; 2025Q4: 29,832 shares; 2026Q1: 29,639 shares; 2026Q2: 29,986 shares 29,986 $7.55M 0.27% +347 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: 33,618 shares 33,618 $7.53M 0.27% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,962 shares; 2024Q4: 25,164 shares; 2025Q1: 24,105 shares; 2025Q2: 23,519 shares; 2025Q3: 22,411 shares; 2025Q4: 20,900 shares; 2026Q1: 21,201 shares; 2026Q2: 21,692 shares 21,692 $7.47M 0.27% +491 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: 33,613 shares 33,613 $7.43M 0.27% new 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: 30,901 shares; 2024Q4: 31,471 shares; 2025Q1: 31,556 shares; 2025Q2: 32,561 shares; 2025Q3: 32,742 shares; 2025Q4: 52,683 shares; 2026Q1: 63,092 shares; 2026Q2: 53,602 shares 53,602 $7.33M 0.26% -9,490 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,390 shares; 2024Q4: 44,390 shares; 2025Q1: 44,390 shares; 2025Q2: 44,390 shares; 2025Q3: 44,390 shares; 2025Q4: 44,662 shares; 2026Q1: 44,390 shares; 2026Q2: 44,390 shares 44,390 $6.56M 0.23% 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: 47,387 shares; 2024Q4: 47,365 shares; 2025Q1: 48,240 shares; 2025Q2: 49,365 shares; 2025Q3: 49,555 shares; 2025Q4: 50,505 shares; 2026Q1: 50,530 shares; 2026Q2: 50,965 shares 50,965 $6.55M 0.23% +435 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: 74,036 shares; 2024Q4: 19,711 shares; 2025Q1: 19,571 shares; 2025Q2: 22,261 shares; 2025Q3: 21,920 shares; 2025Q4: 39,605 shares; 2026Q1: 39,230 shares; 2026Q2: 39,430 shares 39,430 $6.54M 0.23% +200 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,926 shares; 2024Q4: 22,890 shares; 2025Q1: 22,890 shares; 2025Q2: 22,890 shares; 2025Q3: 22,893 shares; 2025Q4: 25,490 shares; 2026Q1: 25,490 shares; 2026Q2: 27,340 shares 27,340 $6.49M 0.23% +1,850 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: 21,906 shares; 2024Q4: 19,770 shares; 2025Q1: 17,675 shares; 2025Q2: 17,697 shares; 2025Q3: 17,621 shares; 2025Q4: 21,487 shares; 2026Q1: 23,720 shares; 2026Q2: 23,619 shares 23,619 $6.38M 0.23% -101 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,615 shares; 2024Q4: 74,615 shares; 2025Q1: 74,615 shares; 2025Q2: 74,790 shares; 2025Q3: 78,975 shares; 2025Q4: 68,375 shares; 2026Q1: 68,375 shares; 2026Q2: 68,375 shares 68,375 $6.38M 0.23% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,700 shares; 2024Q4: 45,700 shares; 2025Q1: 45,700 shares; 2025Q2: 45,700 shares; 2025Q3: 45,700 shares; 2025Q4: 45,700 shares; 2026Q1: 45,700 shares; 2026Q2: 45,700 shares 45,700 $6.25M 0.22% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,665 shares; 2024Q4: 42,795 shares; 2025Q1: 43,825 shares; 2025Q2: 44,830 shares; 2025Q3: 44,980 shares; 2025Q4: 45,020 shares; 2026Q1: 44,988 shares; 2026Q2: 45,280 shares 45,280 $6.19M 0.22% +292 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,472 shares; 2026Q2: 32,459 shares 32,459 $6.15M 0.22% -13 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,165 shares; 2024Q4: 15,165 shares; 2025Q1: 13,815 shares; 2025Q2: 13,815 shares; 2025Q3: 13,815 shares; 2025Q4: 13,897 shares; 2026Q1: 13,897 shares; 2026Q2: 17,192 shares 17,192 $5.7M 0.2% +3,295 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: 2,800 shares; 2024Q4: 2,817 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,917 shares; 2025Q4: 2,861 shares; 2026Q1: 8,836 shares; 2026Q2: 77,185 shares 77,185 $5.55M 0.2% +68,349 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: 35,940 shares; 2024Q4: 36,035 shares; 2025Q1: 36,830 shares; 2025Q2: 37,760 shares; 2025Q3: 37,909 shares; 2025Q4: 37,909 shares; 2026Q1: 37,974 shares; 2026Q2: 38,269 shares 38,269 $5.48M 0.2% +295 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,885 shares; 2024Q4: 25,990 shares; 2025Q1: 25,990 shares; 2025Q2: 25,990 shares; 2025Q3: 25,990 shares; 2025Q4: 25,913 shares; 2026Q1: 25,913 shares; 2026Q2: 32,643 shares 32,643 $5.44M 0.19% +6,730 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485 shares; 2024Q4: 1,635 shares; 2025Q1: 2,070 shares; 2025Q2: 4,309 shares; 2025Q3: 5,478 shares; 2025Q4: 6,557 shares; 2026Q1: 7,367 shares; 2026Q2: 6,811 shares 6,811 $5.41M 0.19% -556 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: 61,735 shares; 2024Q4: 61,920 shares; 2025Q1: 63,508 shares; 2025Q2: 65,802 shares; 2025Q3: 65,190 shares; 2025Q4: 65,565 shares; 2026Q1: 65,515 shares; 2026Q2: 65,980 shares 65,980 $5.36M 0.19% +465 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: 56,135 shares; 2024Q4: 56,135 shares; 2025Q1: 56,135 shares; 2025Q2: 68,835 shares; 2025Q3: 68,835 shares; 2025Q4: 69,115 shares; 2026Q1: 69,115 shares; 2026Q2: 69,115 shares 69,115 $5.36M 0.19% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,953 shares; 2024Q4: 7,279 shares; 2025Q1: 6,314 shares; 2025Q2: 1,082 shares; 2025Q3: 799 shares; 2025Q4: 220 shares; 2026Q1: 8,360 shares; 2026Q2: 24,702 shares 24,702 $5.35M 0.19% +16,342 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: 52,669 shares; 2024Q4: 52,440 shares; 2025Q1: 54,122 shares; 2025Q2: 55,377 shares; 2025Q3: 55,547 shares; 2025Q4: 56,917 shares; 2026Q1: 59,689 shares; 2026Q2: 56,604 shares 56,604 $5.22M 0.19% -3,085 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,940 shares; 2024Q4: 34,940 shares; 2025Q1: 34,940 shares; 2025Q2: 34,940 shares; 2025Q3: 34,940 shares; 2025Q4: 34,940 shares; 2026Q1: 34,940 shares; 2026Q2: 34,940 shares 34,940 $4.91M 0.18% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 2,020 shares; 2025Q2: 2,020 shares; 2025Q3: 20,820 shares; 2025Q4: 21,465 shares; 2026Q1: 21,465 shares; 2026Q2: 21,885 shares 21,885 $4.87M 0.17% +420 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,399 shares; 2024Q4: 78,610 shares; 2025Q1: 85,033 shares; 2025Q2: 93,731 shares; 2025Q3: 61,704 shares; 2025Q4: 55,487 shares; 2026Q1: 49,644 shares; 2026Q2: 49,970 shares 49,970 $4.84M 0.17% +326 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,810 shares; 2024Q4: 36,810 shares; 2025Q1: 35,735 shares; 2025Q2: 35,735 shares; 2025Q3: 35,735 shares; 2025Q4: 35,735 shares; 2026Q1: 35,735 shares; 2026Q2: 40,465 shares 40,465 $4.83M 0.17% +4,730 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 8,612 shares; 2025Q4: 8,849 shares; 2026Q1: 2,737 shares; 2026Q2: 4,142 shares 4,142 $4.78M 0.17% +1,405 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,425 shares; 2024Q4: 31,425 shares; 2025Q1: 31,425 shares; 2025Q2: 42,765 shares; 2025Q3: 57,145 shares; 2025Q4: 57,145 shares; 2026Q1: 57,145 shares; 2026Q2: 57,145 shares 57,145 $4.74M 0.17% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,586 shares; 2024Q4: 2,922 shares; 2025Q1: 2,947 shares; 2025Q2: 2,665 shares; 2025Q3: 2,715 shares; 2025Q4: 3,110 shares; 2026Q1: 2,538 shares; 2026Q2: 2,734 shares 2,734 $4.64M 0.17% +196 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: 15,435 shares; 2024Q4: 15,485 shares; 2025Q1: 15,910 shares; 2025Q2: 16,330 shares; 2025Q3: 16,887 shares; 2025Q4: 16,887 shares; 2026Q1: 16,555 shares; 2026Q2: 16,450 shares 16,450 $4.63M 0.17% -105 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: 15,414 shares; 2024Q4: 15,352 shares; 2025Q1: 15,384 shares; 2025Q2: 15,374 shares; 2025Q3: 14,591 shares; 2025Q4: 14,573 shares; 2026Q1: 14,685 shares; 2026Q2: 14,643 shares 14,643 $4.61M 0.16% -42 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: 38,411 shares; 2024Q4: 121,024 shares; 2025Q1: 127,969 shares; 2025Q2: 136,102 shares; 2025Q3: 135,857 shares; 2025Q4: 144,831 shares; 2026Q1: 151,679 shares; 2026Q2: 154,943 shares 154,943 $4.56M 0.16% +3,264 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,215 shares; 2024Q4: 51,951 shares; 2025Q1: 54,394 shares; 2025Q2: 54,145 shares; 2025Q3: 43,810 shares; 2025Q4: 38,780 shares; 2026Q1: 38,670 shares; 2026Q2: 38,565 shares 38,565 $4.4M 0.16% -105 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,055 shares; 2024Q4: 18,055 shares; 2025Q1: 18,055 shares; 2025Q2: 18,055 shares; 2025Q3: 18,055 shares; 2025Q4: 18,055 shares; 2026Q1: 18,055 shares; 2026Q2: 18,065 shares 18,065 $4.39M 0.16% +10 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 144 shares; 2025Q1: 140 shares; 2025Q2: 390 shares; 2025Q3: 2,047 shares; 2025Q4: 172 shares; 2026Q1: 3,288 shares; 2026Q2: 11,292 shares 11,292 $4.2M 0.15% +8,004 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: 73,629 shares; 2024Q4: 145,976 shares; 2025Q1: 146,145 shares; 2025Q2: 144,660 shares; 2025Q3: 141,643 shares; 2025Q4: 118,394 shares; 2026Q1: 113,560 shares; 2026Q2: 114,432 shares 114,432 $4.13M 0.15% +872 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,415 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,000 shares 52,000 $4.11M 0.15% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,089 shares; 2024Q4: 10,519 shares; 2025Q1: 12,790 shares; 2025Q2: 13,088 shares; 2025Q3: 14,239 shares; 2025Q4: 15,912 shares; 2026Q1: 16,721 shares; 2026Q2: 16,867 shares 16,867 $3.99M 0.14% +146 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 86 shares; 2025Q4: 12,766 shares; 2026Q1: 12,961 shares; 2026Q2: 13,091 shares 13,091 $3.84M 0.14% +130 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,520 shares; 2024Q4: 11,024 shares; 2025Q1: 10,411 shares; 2025Q2: 10,487 shares; 2025Q3: 10,448 shares; 2025Q4: 10,491 shares; 2026Q1: 10,402 shares; 2026Q2: 6,841 shares 6,841 $3.6M 0.13% -3,561 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: 91,454 shares; 2024Q4: 84,858 shares; 2025Q1: 12,104 shares; 2025Q2: 4,265 shares; 2025Q3: 4,114 shares; 2025Q4: 24,826 shares; 2026Q1: 24,895 shares; 2026Q2: 25,056 shares 25,056 $3.39M 0.12% +161 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,450 shares; 2025Q1: 32,600 shares; 2025Q2: 32,600 shares; 2025Q3: 33,850 shares; 2025Q4: 33,850 shares; 2026Q1: 33,750 shares; 2026Q2: 33,750 shares 33,750 $3.24M 0.12% 0 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: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,700 shares 22,700 $3.18M 0.11% new 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: 29,559 shares; 2024Q4: 29,249 shares; 2025Q1: 30,267 shares; 2025Q2: 30,529 shares; 2025Q3: 25,885 shares; 2025Q4: 25,840 shares; 2026Q1: 25,879 shares; 2026Q2: 21,464 shares 21,464 $3.15M 0.11% -4,415 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: 5,613 shares; 2024Q4: 5,625 shares; 2025Q1: 5,835 shares; 2025Q2: 6,050 shares; 2025Q3: 6,080 shares; 2025Q4: 6,080 shares; 2026Q1: 6,080 shares; 2026Q2: 6,150 shares 6,150 $3.13M 0.11% +70 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: 90,239 shares; 2024Q4: 90,180 shares; 2025Q1: 91,545 shares; 2025Q2: 96,955 shares; 2025Q3: 23,753 shares; 2025Q4: 13,135 shares; 2026Q1: 11,308 shares; 2026Q2: 11,284 shares 11,284 $3.07M 0.11% -24 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: not reported; 2024Q4: not reported; 2025Q1: 4,500 shares; 2025Q2: 11,500 shares; 2025Q3: 21,775 shares; 2025Q4: 22,195 shares; 2026Q1: 22,345 shares; 2026Q2: 44,615 shares 44,615 $3.05M 0.11% +22,270 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: 158 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 158 shares; 2025Q3: 178 shares; 2025Q4: 7,031 shares; 2026Q1: 7,963 shares; 2026Q2: 8,008 shares 8,008 $2.95M 0.11% +45 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: 15,602 shares; 2024Q4: 102,352 shares; 2025Q1: 19,259 shares; 2025Q2: 22,137 shares; 2025Q3: 22,900 shares; 2025Q4: 22,900 shares; 2026Q1: 22,725 shares; 2026Q2: 32,995 shares 32,995 $2.9M 0.1% +10,270 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: 883 shares; 2024Q4: 883 shares; 2025Q1: 441 shares; 2025Q2: 65,295 shares; 2025Q3: 65,650 shares; 2025Q4: 66,875 shares; 2026Q1: 66,668 shares; 2026Q2: 67,435 shares 67,435 $2.86M 0.1% +767 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: 30,417 shares; 2026Q1: 30,120 shares; 2026Q2: 31,075 shares 31,075 $2.75M 0.1% +955 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: 18,120 shares; 2024Q4: 18,120 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 15,325 shares; 2026Q1: 15,370 shares; 2026Q2: 15,325 shares 15,325 $2.58M 0.09% -45 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446 shares; 2024Q4: 3,838 shares; 2025Q1: 4,279 shares; 2025Q2: 4,117 shares; 2025Q3: 180 shares; 2025Q4: 6,009 shares; 2026Q1: 6,224 shares; 2026Q2: 5,607 shares 5,607 $2.45M 0.09% -617 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,825 shares; 2026Q1: 112,315 shares; 2026Q2: 112,315 shares 112,315 $2.42M 0.09% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,464 shares; 2024Q4: 95,464 shares; 2025Q1: 95,464 shares; 2025Q2: 94,464 shares; 2025Q3: 94,686 shares; 2025Q4: 96,061 shares; 2026Q1: 96,375 shares; 2026Q2: 25,610 shares 25,610 $2.32M 0.08% -70,765 Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 11,775 shares 11,775 $2.3M 0.08% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,254 shares; 2024Q4: 20,721 shares; 2025Q1: 31,674 shares; 2025Q2: 40,054 shares; 2025Q3: 45,735 shares; 2025Q4: 52,092 shares; 2026Q1: 80,441 shares; 2026Q2: 93,466 shares 93,466 $2.26M 0.08% +13,025 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 133,375 shares; 2025Q1: 133,375 shares; 2025Q2: 148,645 shares; 2025Q3: 148,645 shares; 2025Q4: 148,345 shares; 2026Q1: 74,190 shares; 2026Q2: 74,190 shares 74,190 $2.15M 0.08% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511 shares; 2024Q4: 1,563 shares; 2025Q1: 1,594 shares; 2025Q2: 1,345 shares; 2025Q3: 1,232 shares; 2025Q4: 1,284 shares; 2026Q1: 1,794 shares; 2026Q2: 5,005 shares 5,005 $2.11M 0.08% +3,211 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: 628 shares; 2024Q4: 710 shares; 2025Q1: 733 shares; 2025Q2: 732 shares; 2025Q3: 771 shares; 2025Q4: 718 shares; 2026Q1: 455 shares; 2026Q2: 11,718 shares 11,718 $2.09M 0.07% +11,263 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: 3,783 shares; 2024Q4: 3,746 shares; 2025Q1: 3,746 shares; 2025Q2: 3,746 shares; 2025Q3: 3,683 shares; 2025Q4: 3,837 shares; 2026Q1: 5,294 shares; 2026Q2: 5,411 shares 5,411 $2M 0.07% +117 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,530 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,015 shares; 2026Q2: 55,875 shares 55,875 $1.98M 0.07% +53,860 Timeline EQBK EQUITY BANCSHARES INC More: the full row for EQUITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,225 shares 36,225 $1.77M 0.06% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,580 shares; 2024Q4: 3,520 shares; 2025Q1: 5,244 shares; 2025Q2: 5,105 shares; 2025Q3: 7,846 shares; 2025Q4: 9,281 shares; 2026Q1: 9,426 shares; 2026Q2: 10,006 shares 10,006 $1.64M 0.06% +580 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,800 shares; 2025Q4: 13,800 shares; 2026Q1: 13,800 shares; 2026Q2: 13,800 shares 13,800 $1.62M 0.06% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 889 shares; 2025Q1: 1,103 shares; 2025Q2: 845 shares; 2025Q3: 865 shares; 2025Q4: 1,102 shares; 2026Q1: 1,236 shares; 2026Q2: 1,405 shares 1,405 $1.59M 0.06% +169 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: 7,125 shares; 2024Q4: 7,125 shares; 2025Q1: 7,125 shares; 2025Q2: 7,125 shares; 2025Q3: 7,125 shares; 2025Q4: 7,125 shares; 2026Q1: 7,125 shares; 2026Q2: 7,125 shares 7,125 $1.58M 0.06% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 6,050 shares; 2025Q1: 11,523 shares; 2025Q2: 28,314 shares; 2025Q3: 33,557 shares; 2025Q4: 29,680 shares; 2026Q1: 39,925 shares; 2026Q2: 31,916 shares 31,916 $1.53M 0.05% -8,009 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,697 shares; 2024Q4: 3,810 shares; 2025Q1: 3,379 shares; 2025Q2: 3,164 shares; 2025Q3: 3,099 shares; 2025Q4: 3,364 shares; 2026Q1: 3,494 shares; 2026Q2: 4,148 shares 4,148 $1.47M 0.05% +654 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,512 shares 16,512 $1.4M 0.05% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 731 shares; 2026Q1: 1,021 shares; 2026Q2: 1,811 shares 1,811 $1.37M 0.05% +790 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,256 shares; 2024Q4: 25,256 shares; 2025Q1: 23,394 shares; 2025Q2: 22,789 shares; 2025Q3: 22,639 shares; 2025Q4: 20,417 shares; 2026Q1: 18,379 shares; 2026Q2: 17,397 shares 17,397 $1.37M 0.05% -982 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: 1,285 shares; 2024Q4: 893 shares; 2025Q1: 542 shares; 2025Q2: 541 shares; 2025Q3: 531 shares; 2025Q4: 603 shares; 2026Q1: 877 shares; 2026Q2: 1,077 shares 1,077 $1.29M 0.05% +200 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: 14,970 shares; 2024Q4: 36,615 shares; 2025Q1: 17,496 shares; 2025Q2: 10,928 shares; 2025Q3: 12,044 shares; 2025Q4: 11,814 shares; 2026Q1: 32,745 shares; 2026Q2: 10,775 shares 10,775 $1.27M 0.05% -21,970 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: 47,695 shares; 2024Q4: 370 shares; 2025Q1: not reported; 2025Q2: 1,540 shares; 2025Q3: 1,400 shares; 2025Q4: 1,685 shares; 2026Q1: 1,700 shares; 2026Q2: 2,035 shares 2,035 $1.18M 0.04% +335 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,565 shares 12,565 $1.09M 0.04% new 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: 19 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 635 shares; 2026Q2: 1,441 shares 1,441 $1.09M 0.04% +806 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: 2,460 shares; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 2,860 shares; 2025Q3: 2,883 shares; 2025Q4: 2,973 shares; 2026Q1: 3,033 shares; 2026Q2: 3,003 shares 3,003 $1.09M 0.04% -30 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,365 shares; 2024Q4: 1,599 shares; 2025Q1: 1,793 shares; 2025Q2: 1,938 shares; 2025Q3: 1,938 shares; 2025Q4: 2,245 shares; 2026Q1: 1,883 shares; 2026Q2: 12,552 shares 12,552 $1.08M 0.04% +10,669 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: 85,746 shares; 2024Q4: 86,162 shares; 2025Q1: 86,436 shares; 2025Q2: 85,968 shares; 2025Q3: 66,010 shares; 2025Q4: 61,086 shares; 2026Q1: 6,540 shares; 2026Q2: 6,760 shares 6,760 $1.06M 0.04% +220 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,560 shares; 2024Q4: 760 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 10,824 shares 10,824 $1.04M 0.04% +10,770 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,626 shares; 2024Q4: 6,686 shares; 2025Q1: 9,586 shares; 2025Q2: 9,326 shares; 2025Q3: 10,086 shares; 2025Q4: 10,161 shares; 2026Q1: 10,293 shares; 2026Q2: 10,083 shares 10,083 $1.04M 0.04% -210 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE 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: 27,841 shares; 2025Q4: 41,488 shares; 2026Q1: 42,123 shares; 2026Q2: 18,566 shares 18,566 $1.03M 0.04% -23,557 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: 5,350 shares; 2024Q4: 5,350 shares; 2025Q1: 7,250 shares; 2025Q2: 7,250 shares; 2025Q3: 7,250 shares; 2025Q4: 7,250 shares; 2026Q1: 7,250 shares; 2026Q2: 8,025 shares 8,025 $1.02M 0.04% +775 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 910 shares; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 741 shares 741 $1.01M 0.04% +26 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,250 shares; 2024Q4: 7,250 shares; 2025Q1: 10,750 shares; 2025Q2: 10,750 shares; 2025Q3: 13,465 shares; 2025Q4: 12,320 shares; 2026Q1: 12,285 shares; 2026Q2: 14,535 shares 14,535 $993K 0.04% +2,250 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: 6,000 shares; 2024Q4: 7,750 shares; 2025Q1: 8,050 shares; 2025Q2: 7,915 shares; 2025Q3: 8,030 shares; 2025Q4: 8,061 shares; 2026Q1: 8,011 shares; 2026Q2: 8,176 shares 8,176 $954K 0.03% +165 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,920 shares 1,920 $927K 0.03% new Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 3,880 shares 3,880 $880K 0.03% new Timeline HUM HUMANA INC More: the full row for HUMANA 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: 2,135 shares 2,135 $848K 0.03% new Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III 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: 29,000 shares; 2025Q4: 29,750 shares; 2026Q1: 29,300 shares; 2026Q2: 32,050 shares 32,050 $814K 0.03% +2,750 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,920 shares; 2024Q4: 1,690 shares; 2025Q1: 1,650 shares; 2025Q2: 1,855 shares; 2025Q3: 1,855 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,501 shares 1,501 $773K 0.03% +1 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: 93,634 shares; 2024Q4: 78,137 shares; 2025Q1: 4,239 shares; 2025Q2: 4,055 shares; 2025Q3: 4,300 shares; 2025Q4: 3,345 shares; 2026Q1: 4,550 shares; 2026Q2: 4,545 shares 4,545 $743K 0.03% -5 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: 2,314 shares; 2024Q4: 3,781 shares; 2025Q1: 14,192 shares; 2025Q2: 15,050 shares; 2025Q3: 15,577 shares; 2025Q4: 151,700 shares; 2026Q1: 20,192 shares; 2026Q2: 10,175 shares 10,175 $726K 0.03% -10,017 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,452 shares; 2024Q4: 31,908 shares; 2025Q1: 31,848 shares; 2025Q2: 31,537 shares; 2025Q3: 32,060 shares; 2025Q4: 153,566 shares; 2026Q1: 790 shares; 2026Q2: 7,210 shares 7,210 $716K 0.03% +6,420 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 185 shares; 2025Q3: 160 shares; 2025Q4: 205 shares; 2026Q1: 1,370 shares; 2026Q2: 603 shares 603 $708K 0.03% -767 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: 6,900 shares; 2024Q4: 7,384 shares; 2025Q1: 16,690 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares; 2026Q2: 6,901 shares 6,901 $705K 0.03% +1 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,864 shares; 2024Q4: 4,864 shares; 2025Q1: 4,885 shares; 2025Q2: 4,864 shares; 2025Q3: 4,864 shares; 2025Q4: 4,379 shares; 2026Q1: 4,416 shares; 2026Q2: 4,420 shares 4,420 $698K 0.03% +4 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 350 shares; 2025Q3: 2,865 shares; 2025Q4: 3,165 shares; 2026Q1: 3,490 shares; 2026Q2: 2,890 shares 2,890 $687K 0.02% -600 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,060 shares; 2024Q4: 2,880 shares; 2025Q1: 2,950 shares; 2025Q2: 2,950 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: 2,950 shares; 2026Q2: 2,700 shares 2,700 $658K 0.02% -250 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: 1,788 shares; 2024Q4: 1,683 shares; 2025Q1: 1,893 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares; 2025Q4: 1,849 shares; 2026Q1: 1,849 shares; 2026Q2: 1,849 shares 1,849 $653K 0.02% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 6,460 shares; 2025Q4: 6,460 shares; 2026Q1: 6,460 shares; 2026Q2: 6,255 shares 6,255 $627K 0.02% -205 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: 25,167 shares; 2024Q4: 22,370 shares; 2025Q1: 21,629 shares; 2025Q2: 1,893 shares; 2025Q3: 1,392 shares; 2025Q4: 1,200 shares; 2026Q1: 7,742 shares; 2026Q2: 1,205 shares 1,205 $604K 0.02% -6,537 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,920 shares 2,920 $588K 0.02% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,875 shares; 2024Q4: 2,875 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 6,440 shares; 2026Q2: 2,675 shares 2,675 $569K 0.02% -3,765 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares; 2026Q2: 6,637 shares 6,637 $556K 0.02% +37 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: 9,405 shares; 2024Q4: 15,014 shares; 2025Q1: 15,114 shares; 2025Q2: 15,114 shares; 2025Q3: 17,001 shares; 2025Q4: 17,517 shares; 2026Q1: 26,186 shares; 2026Q2: 5,934 shares 5,934 $537K 0.02% -20,252 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 592 shares; 2025Q4: 1,123 shares; 2026Q1: 1,123 shares; 2026Q2: 927 shares 927 $535K 0.02% -196 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,110 shares; 2024Q4: 6,170 shares; 2025Q1: 6,010 shares; 2025Q2: 5,865 shares; 2025Q3: 45,018 shares; 2025Q4: 69,619 shares; 2026Q1: 6,295 shares; 2026Q2: 7,125 shares 7,125 $514K 0.02% +830 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 61 shares; 2025Q1: 69 shares; 2025Q2: 72 shares; 2025Q3: 85 shares; 2025Q4: 124 shares; 2026Q1: 143 shares; 2026Q2: 159 shares 159 $508K 0.02% +16 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,865 shares; 2024Q4: 3,865 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,690 shares; 2025Q4: 10,070 shares; 2026Q1: 9,380 shares; 2026Q2: 11,060 shares 11,060 $501K 0.02% +1,680 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $494K 0.02% 0 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,031 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares; 2025Q4: 2,031 shares; 2026Q1: 2,031 shares; 2026Q2: 5,816 shares 5,816 $467K 0.02% +3,785 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,895 shares; 2026Q2: 1,895 shares 1,895 $459K 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 2,545 shares 2,545 $449K 0.02% +2,470 Timeline GL GLOBE LIFE INC More: the full row for GLOBE 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: not reported; 2025Q3: 2,438 shares; 2025Q4: 2,438 shares; 2026Q1: 2,438 shares; 2026Q2: 2,438 shares 2,438 $436K 0.02% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,045 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 1,057 shares; 2026Q2: 1,057 shares 1,057 $395K 0.01% 0 Timeline SHE 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: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,435 shares; 2025Q4: 2,430 shares; 2026Q1: 2,430 shares; 2026Q2: 2,430 shares 2,430 $375K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 345 shares; 2026Q2: 375 shares 375 $362K 0.01% +30 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,942 shares; 2024Q4: 1,942 shares; 2025Q1: 1,942 shares; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares; 2025Q4: 2,295 shares; 2026Q1: 2,315 shares; 2026Q2: 2,315 shares 2,315 $357K 0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,308 shares; 2024Q4: 29,308 shares; 2025Q1: 14,743 shares; 2025Q2: 14,743 shares; 2025Q3: 14,743 shares; 2025Q4: 14,243 shares; 2026Q1: 14,243 shares; 2026Q2: 14,243 shares 14,243 $357K 0.01% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,372 shares; 2024Q4: 8,372 shares; 2025Q1: 8,372 shares; 2025Q2: 8,372 shares; 2025Q3: 8,372 shares; 2025Q4: 8,372 shares; 2026Q1: 8,372 shares; 2026Q2: 8,372 shares 8,372 $348K 0.01% 0 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: 75,093 shares; 2024Q4: 98,145 shares; 2025Q1: 121,131 shares; 2025Q2: 122,177 shares; 2025Q3: 1,585 shares; 2025Q4: 6,024 shares; 2026Q1: 5,659 shares; 2026Q2: 11,345 shares 11,345 $320K 0.01% +5,686 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,163 shares; 2025Q1: 4,182 shares; 2025Q2: 4,201 shares; 2025Q3: 4,155 shares; 2025Q4: 4,173 shares; 2026Q1: 4,190 shares; 2026Q2: 4,153 shares 4,153 $317K 0.01% -37 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,671 shares; 2024Q4: 12,921 shares; 2025Q1: 13,135 shares; 2025Q2: 14,406 shares; 2025Q3: 13,963 shares; 2025Q4: 13,178 shares; 2026Q1: 13,337 shares; 2026Q2: 7,521 shares 7,521 $314K 0.01% -5,816 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,003 shares; 2025Q3: 14,035 shares; 2025Q4: 501 shares; 2026Q1: 1,232 shares; 2026Q2: 1,448 shares 1,448 $313K 0.01% +216 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: 1,928 shares; 2024Q4: 1,928 shares; 2025Q1: 1,928 shares; 2025Q2: 1,928 shares; 2025Q3: 1,928 shares; 2025Q4: 2,056 shares; 2026Q1: 2,136 shares; 2026Q2: 2,056 shares 2,056 $313K 0.01% -80 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: 150 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 427 shares; 2025Q4: 1,156 shares; 2026Q1: 373 shares; 2026Q2: 433 shares 433 $309K 0.01% +60 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: 970 shares; 2024Q4: 2,087 shares; 2025Q1: 2,700 shares; 2025Q2: 3,050 shares; 2025Q3: 14,877 shares; 2025Q4: 13,144 shares; 2026Q1: 13,486 shares; 2026Q2: 970 shares 970 $305K 0.01% -12,516 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares; 2026Q2: 1,275 shares 1,275 $293K 0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 1,563 shares; 2025Q1: 1,597 shares; 2025Q2: 1,460 shares; 2025Q3: 2,524 shares; 2025Q4: 4,733 shares; 2026Q1: 4,873 shares; 2026Q2: 6,478 shares 6,478 $276K 0.01% +1,605 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615 shares; 2024Q4: 1,510 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,665 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $269K 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: 3,500 shares; 2024Q4: 3,250 shares; 2025Q1: 3,090 shares; 2025Q2: 1,000 shares; 2025Q3: 1,005 shares; 2025Q4: 9,035 shares; 2026Q1: 11,585 shares; 2026Q2: 6,300 shares 6,300 $259K 0.01% -5,285 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: 4,395 shares; 2024Q4: 4,350 shares; 2025Q1: 4,350 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 6,098 shares; 2026Q1: 6,098 shares; 2026Q2: 7,098 shares 7,098 $257K 0.01% +1,000 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 113 shares; 2025Q1: 121 shares; 2025Q2: 125 shares; 2025Q3: 324 shares; 2025Q4: 460 shares; 2026Q1: 553 shares; 2026Q2: 709 shares 709 $253K 0.01% +156 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 297 shares; 2026Q2: 297 shares 297 $246K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,295 shares; 2024Q4: 8,295 shares; 2025Q1: 8,007 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 2,000 shares 2,000 $246K 0.01% -6,000 Timeline CATH 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: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,595 shares; 2026Q1: 2,770 shares; 2026Q2: 2,770 shares 2,770 $245K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $238K 0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,218 shares; 2024Q4: 43,463 shares; 2025Q1: 45,139 shares; 2025Q2: 61,094 shares; 2025Q3: 62,615 shares; 2025Q4: 60,379 shares; 2026Q1: 55,577 shares; 2026Q2: 1,590 shares 1,590 $233K 0.01% -53,987 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,523 shares; 2024Q4: 5,289 shares; 2025Q1: 3,200 shares; 2025Q2: 3,173 shares; 2025Q3: 4,000 shares; 2025Q4: 4,054 shares; 2026Q1: 486 shares; 2026Q2: 594 shares 594 $223K 0.01% +108 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: 1,953 shares; 2024Q4: 7,812 shares; 2025Q1: 7,812 shares; 2025Q2: 7,812 shares; 2025Q3: 7,812 shares; 2025Q4: 7,812 shares; 2026Q1: 6,432 shares; 2026Q2: 6,432 shares 6,432 $218K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518 shares; 2024Q4: 493 shares; 2025Q1: 418 shares; 2025Q2: 408 shares; 2025Q3: 383 shares; 2025Q4: 391 shares; 2026Q1: 341 shares; 2026Q2: 341 shares 341 $216K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK 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: 622 shares; 2026Q2: 890 shares 890 $215K 0.01% +268 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,965 shares; 2024Q4: 82,283 shares; 2025Q1: 66,956 shares; 2025Q2: 61,272 shares; 2025Q3: 60,884 shares; 2025Q4: 1,913 shares; 2026Q1: 1,653 shares; 2026Q2: 1,653 shares 1,653 $214K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,362 shares; 2024Q4: 3,317 shares; 2025Q1: 2,317 shares; 2025Q2: 2,317 shares; 2025Q3: 2,232 shares; 2025Q4: 2,232 shares; 2026Q1: 1,977 shares; 2026Q2: 1,977 shares 1,977 $213K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,276 shares; 2025Q3: 7,121 shares; 2025Q4: 8,106 shares; 2026Q1: 1,280 shares; 2026Q2: 1,059 shares 1,059 $212K 0.01% -221 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: 181 shares; 2025Q1: 431 shares; 2025Q2: 531 shares; 2025Q3: 1,281 shares; 2025Q4: 1,416 shares; 2026Q1: 1,481 shares; 2026Q2: 1,481 shares 1,481 $201K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $200K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185 shares; 2024Q4: 1,176 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 1,656 shares 1,656 $198K 0.01% +1,449 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: not reported; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,311 shares; 2026Q2: 1,311 shares 1,311 $192K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 887 shares; 2024Q4: 887 shares; 2025Q1: 1,937 shares; 2025Q2: 1,937 shares; 2025Q3: 1,601 shares; 2025Q4: 17,518 shares; 2026Q1: 1,696 shares; 2026Q2: 1,366 shares 1,366 $191K 0.01% -330 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,776 shares; 2026Q1: 202 shares; 2026Q2: 357 shares 357 $189K 0.01% +155 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $186K 0.01% 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 428 shares; 2026Q2: 428 shares 428 $182K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,004 shares; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 1,004 shares; 2025Q3: 1,144 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares; 2026Q2: 1,099 shares 1,099 $181K 0.01% +95 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 70 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 480 shares; 2026Q2: 665 shares 665 $179K 0.01% +185 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: 375 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 684 shares; 2026Q1: 684 shares; 2026Q2: 784 shares 784 $178K 0.01% +100 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 865 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares; 2026Q2: 1,090 shares 1,090 $173K 0.01% +235 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: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $173K 0.01% 0 Timeline GCBC GREENE CNTY BANCORP INC More: the full row for GREENE CNTY BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,065 shares; 2024Q4: 5,065 shares; 2025Q1: 5,065 shares; 2025Q2: 5,065 shares; 2025Q3: 5,065 shares; 2025Q4: 5,065 shares; 2026Q1: 5,065 shares; 2026Q2: 5,065 shares 5,065 $170K 0.01% 0 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,272 shares; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 1,272 shares 1,272 $170K 0.01% 0 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: 2,900 shares; 2024Q4: 2,050 shares; 2025Q1: 3,549 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $169K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,211 shares; 2024Q4: 4,006 shares; 2025Q1: 4,006 shares; 2025Q2: 4,006 shares; 2025Q3: 4,006 shares; 2025Q4: 2,057 shares; 2026Q1: 1,957 shares; 2026Q2: 1,957 shares 1,957 $164K 0.01% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 3,170 shares; 2026Q2: 3,170 shares 3,170 $160K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 14 shares; 2025Q4: 19 shares; 2026Q1: 64 shares; 2026Q2: 79 shares 79 $157K 0.01% +15 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: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 1,027 shares; 2026Q2: 1,129 shares 1,129 $155K 0.01% +102 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,178 shares; 2024Q4: 1,805 shares; 2025Q1: 1,395 shares; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 1,440 shares; 2026Q1: 4,695 shares; 2026Q2: 276 shares 276 $155K 0.01% -4,419 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: 82 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 253 shares; 2026Q2: 212 shares 212 $153K 0.01% -41 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 1,213 shares; 2026Q2: 1,791 shares 1,791 $153K 0.01% +578 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 1,543 shares; 2025Q3: 688 shares; 2025Q4: 688 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $150K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 2,340 shares 2,340 $150K 0.01% +1,440 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $149K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 2,785 shares; 2026Q2: 1,785 shares 1,785 $147K 0.01% -1,000 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 756 shares; 2026Q1: 756 shares; 2026Q2: 891 shares 891 $142K 0.01% +135 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,000 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares; 2026Q2: 865 shares 865 $138K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,825 shares; 2024Q4: 2,825 shares; 2025Q1: 2,825 shares; 2025Q2: 2,825 shares; 2025Q3: 2,485 shares; 2025Q4: 2,485 shares; 2026Q1: 2,285 shares; 2026Q2: 2,285 shares 2,285 $138K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,060 shares; 2025Q3: 750 shares; 2025Q4: 195 shares; 2026Q1: 315 shares; 2026Q2: 455 shares 455 $136K <0.01% +140 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 372 shares 372 $128K <0.01% +34 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $125K <0.01% 0 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: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares 1,325 $122K <0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 150 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares; 2026Q2: 1,375 shares 1,375 $121K <0.01% +1,100 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: 1,095 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $115K <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: not reported; 2025Q4: 5,560 shares; 2026Q1: 6,560 shares; 2026Q2: 11,560 shares 11,560 $114K <0.01% +5,000 Timeline IBDU 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: 2,555 shares; 2026Q2: 4,715 shares 4,715 $109K <0.01% +2,160 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400 $107K <0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,569 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 1,849 shares; 2025Q3: 1,849 shares; 2025Q4: 1,849 shares; 2026Q1: 1,849 shares; 2026Q2: 1,849 shares 1,849 $107K <0.01% 0 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 1,000 shares 1,000 $105K <0.01% new Timeline IBDT 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: 2,155 shares; 2026Q2: 4,140 shares 4,140 $105K <0.01% +1,985 Timeline IBDV 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: 2,485 shares; 2026Q2: 4,780 shares 4,780 $104K <0.01% +2,295 Timeline IBDW 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: 2,600 shares; 2026Q2: 5,000 shares 5,000 $104K <0.01% +2,400 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,665 shares; 2024Q4: 3,990 shares; 2025Q1: 3,990 shares; 2025Q2: 2,555 shares; 2025Q3: 2,075 shares; 2025Q4: 1,300 shares; 2026Q1: 1,070 shares; 2026Q2: 1,070 shares 1,070 $99.8K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 5,557 shares; 2025Q4: 2,557 shares; 2026Q1: 1,223 shares; 2026Q2: 1,188 shares 1,188 $98.2K <0.01% -35 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 868 shares; 2024Q4: 868 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 868 shares; 2026Q2: 868 shares 868 $98.1K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,741 shares; 2024Q4: 2,028 shares; 2025Q1: 1,960 shares; 2025Q2: 1,966 shares; 2025Q3: 7,887 shares; 2025Q4: 8,429 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $97.9K <0.01% 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: 5,600 shares; 2024Q4: 2,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: 1,676 shares; 2026Q2: 1,676 shares 1,676 $95.5K <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 749 shares; 2024Q4: 749 shares; 2025Q1: 683 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 328 shares; 2026Q1: 717 shares; 2026Q2: 717 shares 717 $94.8K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,005 shares; 2024Q4: 2,228 shares; 2025Q1: 311 shares; 2025Q2: 131 shares; 2025Q3: 1,110 shares; 2025Q4: 2,463 shares; 2026Q1: 448 shares; 2026Q2: 448 shares 448 $91.8K <0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: 645 shares 645 $91.8K <0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,533 shares; 2026Q2: 1,524 shares 1,524 $91K <0.01% -9 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: 1,026 shares; 2026Q2: 1,026 shares 1,026 $83.3K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766 shares; 2024Q4: 766 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 713 shares; 2026Q2: 729 shares 729 $80.4K <0.01% +16 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 313 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 213 shares; 2025Q4: 238 shares; 2026Q1: 238 shares; 2026Q2: 238 shares 238 $79.7K <0.01% 0 Timeline VBK 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: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $79.4K <0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT 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: 40,750 shares; 2026Q1: 40,750 shares; 2026Q2: 40,750 shares 40,750 $78.2K <0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 875 shares 875 $75K <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,145 shares; 2025Q3: 2,195 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 205 shares 205 $72.7K <0.01% +25 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: 449 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 479 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429 $71.5K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 325 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 620 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $70.4K <0.01% 0 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB 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: 5,452 shares; 2026Q2: 5,452 shares 5,452 $70.2K <0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 405 shares 405 $69.2K <0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409 shares; 2024Q4: 489 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 190 shares 190 $68.2K <0.01% +75 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: 3,854 shares; 2026Q1: not reported; 2026Q2: 250 shares 250 $68K <0.01% new 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: 2,398 shares; 2024Q4: 2,398 shares; 2025Q1: 512 shares; 2025Q2: 498 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 368 shares; 2026Q2: 360 shares 360 $66.5K <0.01% -8 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 222 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 220 shares 220 $66.4K <0.01% +198 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: 398 shares; 2024Q4: 598 shares; 2025Q1: 66,103 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,623 shares; 2026Q1: 1,534 shares; 2026Q2: 648 shares 648 $62.4K <0.01% -886 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares; 2026Q2: 1,337 shares 1,337 $62.3K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares; 2026Q2: 267 shares 267 $58.6K <0.01% +49 Timeline BOC BOSTON OMAHA CORP More: the full row for BOSTON OMAHA 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: 4,250 shares; 2026Q1: 4,250 shares; 2026Q2: 4,250 shares 4,250 $58K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523 shares; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 288 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 342 shares 342 $57.8K <0.01% 0 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 728 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 728 shares; 2026Q2: 728 shares 728 $57.3K <0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 626 shares; 2025Q3: 641 shares; 2025Q4: 626 shares; 2026Q1: 526 shares; 2026Q2: 526 shares 526 $54.7K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,081 shares; 2026Q1: 1,081 shares; 2026Q2: 1,081 shares 1,081 $54.7K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 5,636 shares; 2025Q3: 6,021 shares; 2025Q4: 2,111 shares; 2026Q1: 1,506 shares; 2026Q2: 1,571 shares 1,571 $52.3K <0.01% +65 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: 35,303 shares; 2024Q4: 168,385 shares; 2025Q1: 176,534 shares; 2025Q2: 179,687 shares; 2025Q3: 184,975 shares; 2025Q4: 190,221 shares; 2026Q1: 186,130 shares; 2026Q2: 1,650 shares 1,650 $52.2K <0.01% -184,480 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $52.1K <0.01% 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: 683 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 508 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 333 shares 333 $52K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 106 shares 106 $51.3K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 691 shares; 2026Q2: 691 shares 691 $50.7K <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: 410 shares; 2024Q4: 460 shares; 2025Q1: 710 shares; 2025Q2: 650 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 650 shares 650 $49.9K <0.01% +75 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $49.1K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 164 shares; 2026Q2: 164 shares 164 $47.7K <0.01% 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: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $46.9K <0.01% 0 Timeline IGSB 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: 888 shares; 2026Q1: 888 shares; 2026Q2: 888 shares 888 $46.5K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 3,875 shares; 2025Q3: 3,875 shares; 2025Q4: 2,265 shares; 2026Q1: 2,265 shares; 2026Q2: 2,265 shares 2,265 $45.4K <0.01% 0 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: not reported; 2025Q4: 965 shares; 2026Q1: 1,360 shares; 2026Q2: 1,360 shares 1,360 $45.1K <0.01% 0 Timeline SEPI SCM TRUST More: the full row for SCM 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: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares; 2026Q2: 1,575 shares 1,575 $43.9K <0.01% 0 Timeline EAGG 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: 840 shares; 2026Q1: 840 shares; 2026Q2: 885 shares 885 $42K <0.01% +45 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: 161 shares; 2024Q4: 221 shares; 2025Q1: 223 shares; 2025Q2: 221 shares; 2025Q3: 42 shares; 2025Q4: 39 shares; 2026Q1: 105 shares; 2026Q2: 80 shares 80 $40.8K <0.01% -25 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 793 shares; 2024Q4: 628 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $39.9K <0.01% 0 Timeline SUSB 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: 1,590 shares; 2026Q1: 1,590 shares; 2026Q2: 1,590 shares 1,590 $39.7K <0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $38.1K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 271 shares; 2025Q4: 471 shares; 2026Q1: 471 shares; 2026Q2: 471 shares 471 $37.8K <0.01% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 1,085 shares; 2026Q2: 995 shares 995 $37.8K <0.01% -90 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $37.6K <0.01% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 600 shares; 2026Q1: 800 shares; 2026Q2: 1,000 shares 1,000 $37.3K <0.01% +200 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: 4,706 shares; 2024Q4: 4,556 shares; 2025Q1: 4,390 shares; 2025Q2: 4,390 shares; 2025Q3: 4,390 shares; 2025Q4: 7,665 shares; 2026Q1: 7,665 shares; 2026Q2: 7,665 shares 7,665 $36.9K <0.01% 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: 72 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 135 shares; 2025Q3: 141 shares; 2025Q4: 373 shares; 2026Q1: 156 shares; 2026Q2: 168 shares 168 $36.6K <0.01% +12 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 578 shares; 2026Q2: 403 shares 403 $35.9K <0.01% -175 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,730 shares; 2024Q4: 14,724 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 203 shares 203 $35.6K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $35.5K <0.01% 0 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $35.1K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,290 shares; 2026Q2: 300 shares 300 $33.8K <0.01% -27,990 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 308 shares; 2026Q1: 308 shares; 2026Q2: 308 shares 308 $33.7K <0.01% 0 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG 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: 612 shares; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 612 shares 612 $33.6K <0.01% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 507 shares; 2026Q2: 438 shares 438 $32.8K <0.01% -69 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS 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: 1,000 shares; 2026Q1: 4,000 shares; 2026Q2: 1,000 shares 1,000 $32.4K <0.01% -3,000 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: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares; 2026Q2: 233 shares 233 $30.7K <0.01% 0 Timeline EBMT EAGLE BANCORP MONT INC More: the full row for EAGLE BANCORP MONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,240 shares 1,240 $29.7K <0.01% 0 Timeline SAIL SAILPOINT INC More: the full row for SAILPOINT 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: 2,000 shares 2,000 $29.3K <0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $29K <0.01% 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: 199 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $28.3K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 533 shares; 2026Q1: 603 shares; 2026Q2: 533 shares 533 $27.4K <0.01% -70 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: 91,316 shares; 2024Q4: 91,728 shares; 2025Q1: 91,487 shares; 2025Q2: 88,736 shares; 2025Q3: 38,656 shares; 2025Q4: 10,802 shares; 2026Q1: 6,230 shares; 2026Q2: 215 shares 215 $26.8K <0.01% -6,015 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216 shares; 2026Q2: 320 shares 320 $26.5K <0.01% +104 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $26.4K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312 $25.7K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $25.2K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 680 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 250 shares 250 $24.9K <0.01% +75 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: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,150 shares; 2025Q3: 2,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $24.8K <0.01% 0 Timeline MSBT MORGAN STANLEY BITCOIN TR More: the full row for MORGAN STANLEY BITCOIN 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: 1,430 shares 1,430 $24.1K <0.01% new Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $24.1K <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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $23.3K <0.01% 0 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: 551 shares; 2025Q3: 557 shares; 2025Q4: 557 shares; 2026Q1: 557 shares; 2026Q2: 551 shares 551 $23.3K <0.01% -6 Timeline SMLF 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: 326 shares; 2026Q2: 255 shares 255 $22.7K <0.01% -71 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 396 shares; 2026Q2: 396 shares 396 $21.6K <0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,521 shares; 2024Q4: 1,971 shares; 2025Q1: 1,990 shares; 2025Q2: 1,985 shares; 2025Q3: 1,575 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $21.4K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 155 shares; 2025Q2: 145 shares; 2025Q3: 220 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $21.2K <0.01% 0 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 1,410 shares; 2025Q1: 2,305 shares; 2025Q2: 5,320 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $21.1K <0.01% 0 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $20.1K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 375 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $19.9K <0.01% 0 Timeline ESML 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: 350 shares; 2026Q2: 350 shares 350 $19.6K <0.01% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 286 shares 286 $19.5K <0.01% new Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256 shares; 2024Q4: 256 shares; 2025Q1: 335 shares; 2025Q2: 411 shares; 2025Q3: 546 shares; 2025Q4: 311 shares; 2026Q1: 301 shares; 2026Q2: 615 shares 615 $19.4K <0.01% +314 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $19.1K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 3,200 shares; 2025Q3: 4,905 shares; 2025Q4: 5,045 shares; 2026Q1: 525 shares; 2026Q2: 100 shares 100 $18.5K <0.01% -425 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $17.9K <0.01% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,225 shares; 2025Q1: 1,225 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,225 shares; 2026Q2: 1,225 shares 1,225 $17.8K <0.01% 0 Timeline AVEX AEVEX CORP More: the full row for AEVEX 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: 850 shares 850 $17.8K <0.01% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $17.7K <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: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $17.6K <0.01% 0 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $17K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $16.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 100 shares 100 $16.2K <0.01% -37 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 305 shares; 2026Q2: 55 shares 55 $15.4K <0.01% -250 Timeline EFV 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: 198 shares 198 $15.2K <0.01% new Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: 175 shares; 2025Q4: 175 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $15K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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 $14.6K <0.01% 0 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares; 2026Q2: 1,080 shares 1,080 $14.5K <0.01% 0 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY 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: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $14.2K <0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $13.8K <0.01% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 578 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $13.6K <0.01% 0 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $13.4K <0.01% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $13.4K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 375 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 1,045 shares; 2026Q2: 145 shares 145 $13.4K <0.01% -900 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 300 shares; 2025Q3: 1,015 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 75 shares 75 $13.3K <0.01% -225 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $12.7K <0.01% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 240 shares 240 $12.7K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $12.6K <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: 450 shares; 2024Q4: 20,145 shares; 2025Q1: 1,380 shares; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 1,519 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $12.1K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $11.6K <0.01% 0 Timeline NXDR NEXTDOOR HOLDINGS INC More: the full row for NEXTDOOR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,090 shares; 2026Q2: 5,090 shares 5,090 $11.6K <0.01% 0 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $11.4K <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: not reported; 2025Q3: not reported; 2025Q4: 338 shares; 2026Q1: 338 shares; 2026Q2: 225 shares 225 $11.3K <0.01% -113 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM 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: 294 shares; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $11.3K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 912 shares; 2026Q1: not reported; 2026Q2: 372 shares 372 $10.8K <0.01% new 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: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $10.7K <0.01% 0 Timeline IUSB 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: 230 shares 230 $10.6K <0.01% new Timeline EFG 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: 84 shares 84 $10.5K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $10.4K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,355 shares; 2024Q4: 3,110 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $10K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 171 shares 171 $9.86K <0.01% -93 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $9.78K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $9.57K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $9.18K <0.01% 0 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: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $8.78K <0.01% 0 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 35 shares 35 $8.73K <0.01% +5 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78 shares 78 $8.51K <0.01% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $8.2K <0.01% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,102 shares; 2025Q2: 4,611 shares; 2025Q3: 4,888 shares; 2025Q4: 5,184 shares; 2026Q1: 6,953 shares; 2026Q2: 33 shares 33 $8.01K <0.01% -6,920 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: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 24 shares 24 $7.52K <0.01% -3 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 140 shares 140 $7.49K <0.01% +80 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 218 shares; 2026Q2: 218 shares 218 $7.44K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 325 shares 325 $7.4K <0.01% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123 shares 123 $7.34K <0.01% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $7.22K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 50 shares; 2025Q3: 78 shares; 2025Q4: 76 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $7.03K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $6.97K <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: 590 shares; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $6.73K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $6.56K <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: 235 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $6.43K <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: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $6.22K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,279 shares; 2024Q4: 26,407 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,130 shares; 2025Q4: 395 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $6.01K <0.01% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 137 shares 137 $5.91K <0.01% new 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: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 102 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $5.9K <0.01% 0 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 210 shares 210 $5.89K <0.01% new Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER 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: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $5.84K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $5.56K <0.01% 0 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288 shares; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 288 shares; 2025Q3: 323 shares; 2025Q4: 323 shares; 2026Q1: 323 shares; 2026Q2: 323 shares 323 $5.56K <0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $4.87K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,162 shares; 2024Q4: 60,453 shares; 2025Q1: 56,342 shares; 2025Q2: 78,863 shares; 2025Q3: 100 shares; 2025Q4: 1,015 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $4.79K <0.01% 0 Timeline CRMD CORMEDIX INC More: the full row for CORMEDIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 610 shares 610 $4.79K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $4.73K <0.01% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93 shares 93 $4.71K <0.01% new 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: 125,564 shares; 2024Q4: 119,377 shares; 2025Q1: 118,650 shares; 2025Q2: 124,335 shares; 2025Q3: 86,414 shares; 2025Q4: 60,290 shares; 2026Q1: 77,265 shares; 2026Q2: 65 shares 65 $4.67K <0.01% -77,200 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $4.57K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $4.57K <0.01% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC 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: 160 shares; 2025Q4: 160 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $4.35K <0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 535 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $4.32K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $4.05K <0.01% 0 Timeline OEF 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: 11 shares 11 $4.03K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40 shares 40 $4.01K <0.01% new Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: not reported; 2026Q2: 24 shares 24 $3.94K <0.01% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY 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: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $3.84K <0.01% 0 Timeline ASCI ABRDN FDS More: the full row for ABRDN 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: not reported; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $3.81K <0.01% 0 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP 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: 38 shares 38 $3.69K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28 shares 28 $3.58K <0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $3.32K <0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $3.3K <0.01% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 121 shares 121 $3.21K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $3.16K <0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS 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 shares 7 $3.11K <0.01% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN 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: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $3.09K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 89 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 165 shares; 2026Q1: 65 shares; 2026Q2: 65 shares 65 $2.96K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares 34 $2.58K <0.01% new Timeline JBL JABIL INC More: the full row for JABIL 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: 6 shares 6 $2.31K <0.01% new Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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 $2.31K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $2.28K <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $2.27K <0.01% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $2.24K <0.01% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $2.12K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $2.08K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $2.08K <0.01% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 5 shares 5 $2.08K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 34 shares; 2026Q1: 34 shares; 2026Q2: 25 shares 25 $1.93K <0.01% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $1.87K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11 $1.87K <0.01% new Timeline LCID LUCID GROUP INC More: the full row for LUCID 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: 275 shares; 2026Q2: 275 shares 275 $1.84K <0.01% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $1.81K <0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,546 shares; 2024Q4: 17,846 shares; 2025Q1: 15,373 shares; 2025Q2: 15,558 shares; 2025Q3: 15,338 shares; 2025Q4: 12,213 shares; 2026Q1: 1,640 shares; 2026Q2: 5 shares 5 $1.69K <0.01% -1,635 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $1.65K <0.01% new Timeline USMV 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 $1.64K <0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $1.63K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $1.61K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $1.6K <0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31 shares 31 $1.56K <0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $1.55K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 15 shares; 2026Q2: 6 shares 6 $1.53K <0.01% -9 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: not reported; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $1.39K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 3 shares; 2025Q4: 3 shares; 2026Q1: 2,273 shares; 2026Q2: 3 shares 3 $1.17K <0.01% -2,270 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $1.16K <0.01% new Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS 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: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $830 <0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 100 shares; 2026Q2: 100 shares 100 $824 <0.01% 0 Timeline UNIT UNITI GROUP LLC More: the full row for UNITI GROUP LLC 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: 58 shares 58 $666 <0.01% new Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $658 <0.01% 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $654 <0.01% 0 Timeline CRI CARTERS INC More: the full row for CARTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $618 <0.01% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $557 <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $500 <0.01% 0 Timeline CMTG CLAROS MTG TR INC More: the full row for CLAROS MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $475 <0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares; 2026Q2: 7 shares 7 $460 <0.01% -73 Timeline NIOBW 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $420 <0.01% 0 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX 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: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $390 <0.01% new Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH 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 $375 <0.01% 0 Timeline ATNM ACTINIUM PHARMACEUTICALS INC More: the full row for ACTINIUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 341 shares; 2026Q2: 341 shares 341 $335 <0.01% 0 Timeline