PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 41,942 shares; 2025Q2: 109,491 shares; 2025Q3: 135,954 shares; 2025Q4: 141,890 shares; 2026Q1: 151,974 shares; 2026Q2: 159,100 shares; 2026Q3: 167,462 shares 167,462 $45.6M 16.27% +8,362 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,211 shares; 2025Q1: 215,409 shares; 2025Q2: 484,954 shares; 2025Q3: 587,880 shares; 2025Q4: 611,968 shares; 2026Q1: 634,179 shares; 2026Q2: 655,254 shares; 2026Q3: 680,107 shares 680,107 $32.5M 11.6% +24,853 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,618 shares; 2025Q1: 6,502 shares; 2025Q2: 9,695 shares; 2025Q3: 9,948 shares; 2025Q4: 10,058 shares; 2026Q1: 10,258 shares; 2026Q2: 10,415 shares; 2026Q3: 53,356 shares 53,356 $17.8M 6.34% +42,941 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 25 shares; 2026Q2: 25 shares; 2026Q3: 20 shares 20 $14.9M 5.33% -5 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,484 shares; 2025Q1: 3,793 shares; 2025Q2: 3,735 shares; 2025Q3: 3,250 shares; 2025Q4: 3,171 shares; 2026Q1: 2,858 shares; 2026Q2: 2,340 shares; 2026Q3: 41,731 shares 41,731 $10.4M 3.71% +39,391 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,292 shares; 2025Q1: 136,442 shares; 2025Q2: 190,994 shares; 2025Q3: 238,168 shares; 2025Q4: 282,343 shares; 2026Q1: 297,360 shares; 2026Q2: 322,041 shares; 2026Q3: 395,821 shares 395,821 $9.1M 3.25% +73,780 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,439 shares; 2025Q1: 90,677 shares; 2025Q2: 156,022 shares; 2025Q3: 168,208 shares; 2025Q4: 172,937 shares; 2026Q1: 176,510 shares; 2026Q2: 182,718 shares; 2026Q3: 188,447 shares 188,447 $8.42M 3.01% +5,729 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; 2024Q4: not reported; 2025Q1: 60,260 shares; 2025Q2: 186,741 shares; 2025Q3: 228,661 shares; 2025Q4: 243,374 shares; 2026Q1: 268,472 shares; 2026Q2: 288,517 shares; 2026Q3: 310,692 shares 310,692 $7.41M 2.65% +22,175 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,859 shares; 2025Q1: 24,017 shares; 2025Q2: 29,449 shares; 2025Q3: 29,997 shares; 2025Q4: 29,547 shares; 2026Q1: 29,324 shares; 2026Q2: 29,312 shares; 2026Q3: 30,413 shares 30,413 $6.95M 2.48% +1,101 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,829 shares; 2025Q1: 22,512 shares; 2025Q2: 54,212 shares; 2025Q3: 68,224 shares; 2025Q4: 70,389 shares; 2026Q1: 82,102 shares; 2026Q2: 92,971 shares; 2026Q3: 106,389 shares 106,389 $6.03M 2.15% +13,418 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: 883 shares; 2025Q4: 856 shares; 2026Q1: 856 shares; 2026Q2: 870 shares; 2026Q3: 15,098 shares 15,098 $5.99M 2.14% +14,228 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 62,193 shares; 2025Q2: 158,769 shares; 2025Q3: 189,001 shares; 2025Q4: 202,564 shares; 2026Q1: 214,064 shares; 2026Q2: 215,854 shares; 2026Q3: 220,387 shares 220,387 $5.7M 2.04% +4,533 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,795 shares; 2025Q1: 2,796 shares; 2025Q2: 2,813 shares; 2025Q3: 2,747 shares; 2025Q4: 2,729 shares; 2026Q1: 2,707 shares; 2026Q2: 2,692 shares; 2026Q3: 16,036 shares 16,036 $4.25M 1.52% +13,344 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,141 shares; 2025Q1: 5,106 shares; 2025Q2: 6,423 shares; 2025Q3: 6,900 shares; 2025Q4: 7,027 shares; 2026Q1: 6,864 shares; 2026Q2: 7,066 shares; 2026Q3: 7,187 shares 7,187 $3.69M 1.32% +121 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,091 shares; 2025Q4: 2,091 shares; 2026Q1: 2,091 shares; 2026Q2: 2,069 shares; 2026Q3: 32,176 shares 32,176 $3.53M 1.26% +30,107 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103,202 shares; 2025Q1: 103,958 shares; 2025Q2: 114,339 shares; 2025Q3: 94,928 shares; 2025Q4: 90,396 shares; 2026Q1: 80,466 shares; 2026Q2: 81,787 shares; 2026Q3: 82,377 shares 82,377 $3.19M 1.14% +590 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,834 shares; 2025Q1: 1,708 shares; 2025Q2: 2,398 shares; 2025Q3: 2,598 shares; 2025Q4: 4,204 shares; 2026Q1: 4,230 shares; 2026Q2: 3,335 shares; 2026Q3: 3,644 shares 3,644 $2.79M 1% +309 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,054 shares; 2025Q1: 3,670 shares; 2025Q2: 5,808 shares; 2025Q3: 6,094 shares; 2025Q4: 6,588 shares; 2026Q1: 6,625 shares; 2026Q2: 6,565 shares; 2026Q3: 6,676 shares 6,676 $2.3M 0.82% +111 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 805 shares; 2025Q3: 1,237 shares; 2025Q4: 1,845 shares; 2026Q1: 1,837 shares; 2026Q2: 2,005 shares; 2026Q3: 2,824 shares 2,824 $2.15M 0.77% +819 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,448 shares; 2025Q4: 16,500 shares; 2026Q1: 16,508 shares; 2026Q2: 25,391 shares; 2026Q3: 44,641 shares 44,641 $1.93M 0.69% +19,250 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,640 shares; 2025Q1: 12,155 shares; 2025Q2: 23,181 shares; 2025Q3: 32,375 shares; 2025Q4: 55,055 shares; 2026Q1: 57,481 shares; 2026Q2: 48,425 shares; 2026Q3: 61,596 shares 61,596 $1.69M 0.6% +13,171 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; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares; 2026Q2: 4,470 shares; 2026Q3: 4,470 shares 4,470 $1.46M 0.52% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,273 shares; 2025Q1: 5,506 shares; 2025Q2: 5,160 shares; 2025Q3: 5,111 shares; 2025Q4: 4,830 shares; 2026Q1: 4,627 shares; 2026Q2: 3,185 shares; 2026Q3: 2,874 shares 2,874 $1.43M 0.51% -311 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,449 shares; 2025Q2: 2,817 shares; 2025Q3: 2,972 shares; 2025Q4: 3,050 shares; 2026Q1: 3,675 shares; 2026Q2: 3,975 shares; 2026Q3: 3,978 shares 3,978 $1.4M 0.5% +3 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,811 shares; 2025Q2: 2,761 shares; 2025Q3: 2,657 shares; 2025Q4: 2,485 shares; 2026Q1: 2,524 shares; 2026Q2: 2,711 shares; 2026Q3: 2,735 shares 2,735 $1.25M 0.45% +24 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,493 shares; 2025Q2: 13,640 shares; 2025Q3: 14,612 shares; 2025Q4: 15,058 shares; 2026Q1: 14,999 shares; 2026Q2: 15,305 shares; 2026Q3: 15,465 shares 15,465 $1.2M 0.43% +160 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,784 shares; 2025Q2: 3,890 shares; 2025Q3: 4,189 shares; 2025Q4: 4,354 shares; 2026Q1: 4,421 shares; 2026Q2: 4,706 shares; 2026Q3: 4,787 shares 4,787 $1.19M 0.42% +81 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,024 shares; 2025Q1: 3,616 shares; 2025Q2: 3,600 shares; 2025Q3: 3,597 shares; 2025Q4: 3,609 shares; 2026Q1: 3,535 shares; 2026Q2: 3,541 shares; 2026Q3: 3,468 shares 3,468 $1.08M 0.39% -73 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,735 shares; 2026Q2: 12,276 shares; 2026Q3: 12,514 shares 12,514 $1.07M 0.38% +238 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 265 shares; 2025Q2: 8,180 shares; 2025Q3: 9,374 shares; 2025Q4: 9,738 shares; 2026Q1: 10,431 shares; 2026Q2: 11,688 shares; 2026Q3: 12,329 shares 12,329 $1.05M 0.38% +641 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,044 shares; 2025Q3: 22,922 shares; 2025Q4: 24,318 shares; 2026Q1: 25,200 shares; 2026Q2: 27,237 shares; 2026Q3: 27,772 shares 27,772 $1.05M 0.37% +535 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 310 shares; 2025Q1: 554 shares; 2025Q2: 885 shares; 2025Q3: 940 shares; 2025Q4: 999 shares; 2026Q1: 1,053 shares; 2026Q2: 1,138 shares; 2026Q3: 1,150 shares 1,150 $1.05M 0.37% +12 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435 shares; 2025Q3: 463 shares; 2025Q4: 466 shares; 2026Q1: 484 shares; 2026Q2: 528 shares; 2026Q3: 540 shares 540 $978K 0.35% +12 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,137 shares; 2025Q1: 20,713 shares; 2025Q2: 29,290 shares; 2025Q3: 32,476 shares; 2025Q4: 33,113 shares; 2026Q1: 40,187 shares; 2026Q2: 42,391 shares; 2026Q3: 43,101 shares 43,101 $953K 0.34% +710 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,993 shares; 2025Q1: 16,562 shares; 2025Q2: 23,430 shares; 2025Q3: 25,336 shares; 2025Q4: 25,030 shares; 2026Q1: 30,452 shares; 2026Q2: 31,264 shares; 2026Q3: 31,279 shares 31,279 $938K 0.34% +15 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,187 shares; 2025Q3: 3,640 shares; 2025Q4: 3,905 shares; 2026Q1: 3,918 shares; 2026Q2: 4,040 shares; 2026Q3: 3,984 shares 3,984 $931K 0.33% -56 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,012 shares; 2025Q3: 9,602 shares; 2025Q4: 10,058 shares; 2026Q1: 10,329 shares; 2026Q2: 10,541 shares; 2026Q3: 10,927 shares 10,927 $927K 0.33% +386 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,426 shares; 2026Q3: 8,898 shares 8,898 $925K 0.33% +6,472 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,381 shares; 2025Q3: 2,725 shares; 2025Q4: 2,757 shares; 2026Q1: 2,926 shares; 2026Q2: 3,469 shares; 2026Q3: 3,354 shares 3,354 $902K 0.32% -115 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 1,176 shares; 2025Q3: 1,244 shares; 2025Q4: 1,334 shares; 2026Q1: 1,406 shares; 2026Q2: 1,565 shares; 2026Q3: 1,594 shares 1,594 $879K 0.31% +29 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 924 shares; 2025Q1: 974 shares; 2025Q2: 1,022 shares; 2025Q3: 1,061 shares; 2025Q4: 1,103 shares; 2026Q1: 1,139 shares; 2026Q2: 1,201 shares; 2026Q3: 1,201 shares 1,201 $842K 0.3% 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; 2024Q4: not reported; 2025Q1: 1,164 shares; 2025Q2: 2,472 shares; 2025Q3: 2,642 shares; 2025Q4: 2,701 shares; 2026Q1: 2,811 shares; 2026Q2: 2,935 shares; 2026Q3: 3,021 shares 3,021 $832K 0.3% +86 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,563 shares; 2025Q2: 7,666 shares; 2025Q3: 8,507 shares; 2025Q4: 9,079 shares; 2026Q1: 9,626 shares; 2026Q2: 10,431 shares; 2026Q3: 10,602 shares 10,602 $827K 0.3% +171 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,112 shares; 2025Q2: 7,622 shares; 2025Q3: 8,423 shares; 2025Q4: 8,428 shares; 2026Q1: 8,479 shares; 2026Q2: 8,619 shares; 2026Q3: 8,666 shares 8,666 $824K 0.29% +47 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,007 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 904 shares; 2025Q4: 914 shares; 2026Q1: 906 shares; 2026Q2: 907 shares; 2026Q3: 849 shares 849 $807K 0.29% -58 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,217 shares; 2025Q2: 17,829 shares; 2025Q3: 19,155 shares; 2025Q4: 20,179 shares; 2026Q1: 21,747 shares; 2026Q2: 24,460 shares; 2026Q3: 24,858 shares 24,858 $786K 0.28% +398 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 452 shares; 2025Q3: 556 shares; 2025Q4: 574 shares; 2026Q1: 615 shares; 2026Q2: 660 shares; 2026Q3: 673 shares 673 $779K 0.28% +13 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,259 shares; 2025Q1: 15,282 shares; 2025Q2: 15,848 shares; 2025Q3: 17,793 shares; 2025Q4: 17,130 shares; 2026Q1: 15,262 shares; 2026Q2: 15,556 shares; 2026Q3: 15,681 shares 15,681 $772K 0.28% +125 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,533 shares; 2025Q1: 9,749 shares; 2025Q2: 6,152 shares; 2025Q3: 3,736 shares; 2025Q4: 3,348 shares; 2026Q1: 3,083 shares; 2026Q2: 10,303 shares; 2026Q3: 9,785 shares 9,785 $767K 0.27% -518 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,630 shares; 2025Q1: 19,586 shares; 2025Q2: 17,946 shares; 2025Q3: 19,168 shares; 2025Q4: 21,673 shares; 2026Q1: 18,511 shares; 2026Q2: 11,134 shares; 2026Q3: 10,862 shares 10,862 $767K 0.27% -272 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,378 shares; 2025Q4: 2,651 shares; 2026Q1: 2,637 shares; 2026Q2: 2,756 shares; 2026Q3: 3,668 shares 3,668 $763K 0.27% +912 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 959 shares; 2025Q2: 1,838 shares; 2025Q3: 1,982 shares; 2025Q4: 2,111 shares; 2026Q1: 2,223 shares; 2026Q2: 2,460 shares; 2026Q3: 2,491 shares 2,491 $758K 0.27% +31 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; 2024Q4: not reported; 2025Q1: 718 shares; 2025Q2: 1,210 shares; 2025Q3: 1,385 shares; 2025Q4: 1,553 shares; 2026Q1: 1,790 shares; 2026Q2: 1,980 shares; 2026Q3: 2,093 shares 2,093 $731K 0.26% +113 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,579 shares; 2025Q2: 18,510 shares; 2025Q3: 19,781 shares; 2025Q4: 19,623 shares; 2026Q1: 22,411 shares; 2026Q2: 22,772 shares; 2026Q3: 23,017 shares 23,017 $724K 0.26% +245 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,744 shares; 2025Q1: 4,749 shares; 2025Q2: 5,726 shares; 2025Q3: 6,165 shares; 2025Q4: 6,311 shares; 2026Q1: 6,316 shares; 2026Q2: 6,533 shares; 2026Q3: 6,455 shares 6,455 $722K 0.26% -78 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,943 shares; 2025Q3: 22,016 shares; 2025Q4: 23,154 shares; 2026Q1: 23,857 shares; 2026Q2: 26,178 shares; 2026Q3: 26,609 shares 26,609 $715K 0.26% +431 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,641 shares; 2025Q3: 6,036 shares; 2025Q4: 6,260 shares; 2026Q1: 6,702 shares; 2026Q2: 6,852 shares; 2026Q3: 6,580 shares 6,580 $708K 0.25% -272 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,166 shares; 2025Q1: 4,863 shares; 2025Q2: 4,918 shares; 2025Q3: 4,919 shares; 2025Q4: 4,875 shares; 2026Q1: 4,808 shares; 2026Q2: 4,860 shares; 2026Q3: 4,730 shares 4,730 $687K 0.25% -130 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,789 shares; 2025Q1: 3,800 shares; 2025Q2: 3,743 shares; 2025Q3: 3,311 shares; 2025Q4: 2,577 shares; 2026Q1: 2,505 shares; 2026Q2: 2,166 shares; 2026Q3: 2,051 shares 2,051 $679K 0.24% -115 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 448 shares; 2025Q2: 657 shares; 2025Q3: 688 shares; 2025Q4: 708 shares; 2026Q1: 690 shares; 2026Q2: 771 shares; 2026Q3: 781 shares 781 $667K 0.24% +10 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; 2024Q4: not reported; 2025Q1: 1,205 shares; 2025Q2: 2,745 shares; 2025Q3: 3,016 shares; 2025Q4: 3,090 shares; 2026Q1: 3,159 shares; 2026Q2: 3,510 shares; 2026Q3: 3,630 shares 3,630 $665K 0.24% +120 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 154,984 shares; 2025Q1: 113,801 shares; 2025Q2: 59,482 shares; 2025Q3: 28,738 shares; 2025Q4: 22,301 shares; 2026Q1: 17,067 shares; 2026Q2: 14,449 shares; 2026Q3: 12,805 shares 12,805 $663K 0.24% -1,644 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: 731 shares; 2025Q3: 750 shares; 2025Q4: 783 shares; 2026Q1: 820 shares; 2026Q2: 938 shares; 2026Q3: 960 shares 960 $645K 0.23% +22 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,316 shares; 2025Q2: 2,685 shares; 2025Q3: 2,875 shares; 2025Q4: 3,032 shares; 2026Q1: 3,079 shares; 2026Q2: 3,404 shares; 2026Q3: 3,484 shares 3,484 $642K 0.23% +80 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,447 shares; 2025Q4: 2,446 shares; 2026Q1: 2,487 shares; 2026Q2: 2,594 shares; 2026Q3: 2,618 shares 2,618 $632K 0.23% +24 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,627 shares; 2025Q3: 2,823 shares; 2025Q4: 2,973 shares; 2026Q1: 3,264 shares; 2026Q2: 3,421 shares; 2026Q3: 3,427 shares 3,427 $631K 0.23% +6 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,016 shares; 2025Q1: 42,510 shares; 2025Q2: 16,721 shares; 2025Q3: 12,046 shares; 2025Q4: 8,409 shares; 2026Q1: 7,993 shares; 2026Q2: 7,993 shares; 2026Q3: 7,993 shares 7,993 $626K 0.22% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 845 shares 845 $625K 0.22% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,440 shares; 2025Q2: 2,187 shares; 2025Q3: 2,339 shares; 2025Q4: 2,413 shares; 2026Q1: 2,498 shares; 2026Q2: 2,754 shares; 2026Q3: 2,820 shares 2,820 $620K 0.22% +66 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,222 shares; 2025Q1: 11,103 shares; 2025Q2: 10,846 shares; 2025Q3: 8,228 shares; 2025Q4: 8,011 shares; 2026Q1: 7,932 shares; 2026Q2: 7,682 shares; 2026Q3: 7,680 shares 7,680 $615K 0.22% -2 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,576 shares; 2025Q3: 2,867 shares; 2025Q4: 2,959 shares; 2026Q1: 3,112 shares; 2026Q2: 3,499 shares; 2026Q3: 3,567 shares 3,567 $615K 0.22% +68 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,702 shares; 2025Q4: 1,779 shares; 2026Q1: 1,838 shares; 2026Q2: 2,208 shares; 2026Q3: 2,274 shares 2,274 $612K 0.22% +66 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,036 shares; 2025Q3: 1,158 shares; 2025Q4: 1,224 shares; 2026Q1: 1,282 shares; 2026Q2: 1,415 shares; 2026Q3: 1,429 shares 1,429 $602K 0.22% +14 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,801 shares; 2025Q2: 19,968 shares; 2025Q3: 21,987 shares; 2025Q4: 23,043 shares; 2026Q1: 24,318 shares; 2026Q2: 24,940 shares; 2026Q3: 25,038 shares 25,038 $569K 0.2% +98 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: 317 shares; 2025Q4: 321 shares; 2026Q1: 331 shares; 2026Q2: 366 shares; 2026Q3: 373 shares 373 $564K 0.2% +7 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,541 shares; 2025Q2: 5,912 shares; 2025Q3: 6,074 shares; 2025Q4: 6,266 shares; 2026Q1: 6,638 shares; 2026Q2: 7,274 shares; 2026Q3: 7,357 shares 7,357 $557K 0.2% +83 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,402 shares; 2025Q1: 18,597 shares; 2025Q2: 14,745 shares; 2025Q3: 15,431 shares; 2025Q4: 15,937 shares; 2026Q1: 13,895 shares; 2026Q2: 9,187 shares; 2026Q3: 9,184 shares 9,184 $545K 0.19% -3 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,901 shares; 2025Q3: 18,000 shares; 2025Q4: 22,633 shares; 2026Q1: 30,854 shares; 2026Q2: 39,618 shares; 2026Q3: 41,983 shares 41,983 $534K 0.19% +2,365 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,382 shares; 2025Q3: 16,606 shares; 2025Q4: 17,182 shares; 2026Q1: 17,362 shares; 2026Q2: 18,233 shares; 2026Q3: 18,757 shares 18,757 $529K 0.19% +524 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares; 2026Q1: 1,193 shares; 2026Q2: 1,193 shares; 2026Q3: 1,921 shares 1,921 $523K 0.19% +728 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,956 shares; 2025Q3: 9,827 shares; 2025Q4: 9,838 shares; 2026Q1: 12,337 shares; 2026Q2: 12,535 shares; 2026Q3: 14,242 shares 14,242 $512K 0.18% +1,707 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,211 shares; 2025Q3: 4,706 shares; 2025Q4: 4,878 shares; 2026Q1: 5,234 shares; 2026Q2: 5,788 shares; 2026Q3: 5,917 shares 5,917 $511K 0.18% +129 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,302 shares; 2026Q1: 6,211 shares; 2026Q2: 5,866 shares; 2026Q3: 6,746 shares 6,746 $510K 0.18% +880 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125,595 shares; 2025Q1: 94,931 shares; 2025Q2: 50,500 shares; 2025Q3: 22,156 shares; 2025Q4: 17,020 shares; 2026Q1: 13,841 shares; 2026Q2: 11,647 shares; 2026Q3: 10,134 shares 10,134 $509K 0.18% -1,513 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,136 shares; 2025Q1: 4,041 shares; 2025Q2: 4,064 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares; 2026Q1: 4,087 shares; 2026Q2: 4,005 shares; 2026Q3: 3,944 shares 3,944 $500K 0.18% -61 Timeline OASC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,329 shares; 2025Q4: 12,365 shares; 2026Q1: 12,659 shares; 2026Q2: 14,438 shares; 2026Q3: 14,369 shares 14,369 $487K 0.17% -69 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,983 shares; 2025Q2: 8,403 shares; 2025Q3: 9,523 shares; 2025Q4: 10,328 shares; 2026Q1: 11,876 shares; 2026Q2: 14,168 shares; 2026Q3: 14,638 shares 14,638 $486K 0.17% +470 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 802 shares; 2025Q2: 1,532 shares; 2025Q3: 1,701 shares; 2025Q4: 1,761 shares; 2026Q1: 2,069 shares; 2026Q2: 2,519 shares; 2026Q3: 2,615 shares 2,615 $480K 0.17% +96 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,941 shares; 2026Q1: 3,413 shares; 2026Q2: 3,990 shares; 2026Q3: 4,027 shares 4,027 $479K 0.17% +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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,862 shares; 2025Q3: 4,323 shares; 2025Q4: 4,550 shares; 2026Q1: 4,758 shares; 2026Q2: 5,302 shares; 2026Q3: 5,460 shares 5,460 $471K 0.17% +158 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,665 shares; 2025Q1: 2,665 shares; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,665 shares; 2026Q1: 2,665 shares; 2026Q2: 1,823 shares; 2026Q3: 1,803 shares 1,803 $460K 0.16% -20 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,093 shares; 2025Q1: 1,774 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares; 2026Q2: 2,318 shares; 2026Q3: 2,318 shares 2,318 $454K 0.16% 0 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,932 shares; 2025Q3: 3,377 shares; 2025Q4: 3,576 shares; 2026Q1: 3,859 shares; 2026Q2: 5,167 shares; 2026Q3: 5,370 shares 5,370 $448K 0.16% +203 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,694 shares; 2026Q1: 10,102 shares; 2026Q2: 10,358 shares; 2026Q3: 12,773 shares 12,773 $447K 0.16% +2,415 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,094 shares; 2026Q1: 8,094 shares; 2026Q2: 7,936 shares; 2026Q3: 9,127 shares 9,127 $443K 0.16% +1,191 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,139 shares; 2025Q3: 1,297 shares; 2025Q4: 1,404 shares; 2026Q1: 1,601 shares; 2026Q2: 1,818 shares; 2026Q3: 1,842 shares 1,842 $442K 0.16% +24 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,382 shares; 2025Q3: 7,089 shares; 2025Q4: 7,100 shares; 2026Q1: 7,975 shares; 2026Q2: 7,709 shares; 2026Q3: 7,719 shares 7,719 $415K 0.15% +10 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,730 shares; 2026Q1: 9,500 shares; 2026Q2: 9,134 shares; 2026Q3: 10,370 shares 10,370 $414K 0.15% +1,236 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,119 shares; 2025Q4: 1,185 shares; 2026Q1: 1,233 shares; 2026Q2: 1,441 shares; 2026Q3: 1,490 shares 1,490 $410K 0.15% +49 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,932 shares; 2025Q1: 17,955 shares; 2025Q2: 17,339 shares; 2025Q3: 17,539 shares; 2025Q4: 17,907 shares; 2026Q1: 19,134 shares; 2026Q2: 18,015 shares; 2026Q3: 18,866 shares 18,866 $408K 0.15% +851 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,184 shares; 2025Q1: 8,239 shares; 2025Q2: 5,398 shares; 2025Q3: 5,140 shares; 2025Q4: 5,140 shares; 2026Q1: 5,140 shares; 2026Q2: 4,171 shares; 2026Q3: 4,171 shares 4,171 $404K 0.14% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,054 shares; 2025Q4: 1,884 shares; 2026Q1: 1,856 shares; 2026Q2: 1,054 shares; 2026Q3: 1,054 shares 1,054 $394K 0.14% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 2,527 shares; 2025Q4: 2,480 shares; 2026Q1: 2,548 shares; 2026Q2: 2,810 shares; 2026Q3: 2,803 shares 2,803 $385K 0.14% -7 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,502 shares; 2025Q1: 22,269 shares; 2025Q2: 15,518 shares; 2025Q3: 10,544 shares; 2025Q4: 7,754 shares; 2026Q1: 4,616 shares; 2026Q2: 4,410 shares; 2026Q3: 4,235 shares 4,235 $385K 0.14% -175 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,700 shares; 2025Q1: not reported; 2025Q2: 6,700 shares; 2025Q3: 9,592 shares; 2025Q4: 9,592 shares; 2026Q1: 9,592 shares; 2026Q2: 10,389 shares; 2026Q3: 10,389 shares 10,389 $380K 0.14% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,718 shares; 2025Q1: 48,594 shares; 2025Q2: 26,998 shares; 2025Q3: 19,139 shares; 2025Q4: 17,759 shares; 2026Q1: 17,391 shares; 2026Q2: 15,917 shares; 2026Q3: 15,320 shares 15,320 $373K 0.13% -597 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 176 shares; 2026Q2: 1,901 shares; 2026Q3: 1,858 shares 1,858 $362K 0.13% -43 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 599 shares; 2025Q3: 634 shares; 2025Q4: 588 shares; 2026Q1: 515 shares; 2026Q2: 495 shares; 2026Q3: 442 shares 442 $358K 0.13% -53 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,699 shares; 2026Q2: not reported; 2026Q3: 8,583 shares 8,583 $357K 0.13% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,319 shares; 2026Q3: 1,353 shares 1,353 $356K 0.13% +34 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,326 shares; 2025Q4: 1,206 shares; 2026Q1: 1,455 shares; 2026Q2: 1,753 shares; 2026Q3: 1,904 shares 1,904 $356K 0.13% +151 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,291 shares; 2025Q3: 3,758 shares; 2025Q4: 4,308 shares; 2026Q1: 5,719 shares; 2026Q2: 7,197 shares; 2026Q3: 7,502 shares 7,502 $356K 0.13% +305 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,787 shares 2,787 $350K 0.13% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,001 shares; 2025Q3: 11,049 shares; 2025Q4: 11,854 shares; 2026Q1: 13,075 shares; 2026Q2: 15,485 shares; 2026Q3: 16,105 shares 16,105 $349K 0.12% +620 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,085 shares; 2026Q2: 1,164 shares; 2026Q3: 1,214 shares 1,214 $348K 0.12% +50 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,886 shares; 2026Q1: 8,832 shares; 2026Q2: 8,294 shares; 2026Q3: 9,436 shares 9,436 $340K 0.12% +1,142 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,229 shares 2,229 $339K 0.12% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,685 shares; 2025Q2: 11,359 shares; 2025Q3: 6,527 shares; 2025Q4: 6,384 shares; 2026Q1: 6,654 shares; 2026Q2: 7,536 shares; 2026Q3: 6,615 shares 6,615 $339K 0.12% -921 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,556 shares; 2025Q1: 2,556 shares; 2025Q2: 2,578 shares; 2025Q3: 2,516 shares; 2025Q4: 2,480 shares; 2026Q1: 2,484 shares; 2026Q2: 2,480 shares; 2026Q3: 2,480 shares 2,480 $338K 0.12% 0 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,102 shares; 2025Q4: 7,896 shares; 2026Q1: 8,188 shares; 2026Q2: 8,180 shares; 2026Q3: 8,119 shares 8,119 $334K 0.12% -61 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,582 shares; 2026Q1: 5,725 shares; 2026Q2: 4,501 shares; 2026Q3: 5,992 shares 5,992 $325K 0.12% +1,491 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,013 shares; 2026Q2: 2,299 shares; 2026Q3: 2,914 shares 2,914 $324K 0.12% +615 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,504 shares; 2026Q3: 4,605 shares 4,605 $324K 0.12% -899 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,945 shares; 2025Q1: 32,748 shares; 2025Q2: 17,576 shares; 2025Q3: 7,580 shares; 2025Q4: 6,077 shares; 2026Q1: 4,753 shares; 2026Q2: 4,145 shares; 2026Q3: 3,571 shares 3,571 $321K 0.11% -574 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,179 shares; 2025Q1: 5,769 shares; 2025Q2: 3,115 shares; 2025Q3: 2,915 shares; 2025Q4: 2,915 shares; 2026Q1: 2,915 shares; 2026Q2: 2,915 shares; 2026Q3: 2,915 shares 2,915 $311K 0.11% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,155 shares; 2026Q2: 1,916 shares; 2026Q3: 2,256 shares 2,256 $311K 0.11% +340 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,823 shares; 2025Q2: 3,958 shares; 2025Q3: 4,338 shares; 2025Q4: 4,773 shares; 2026Q1: 5,725 shares; 2026Q2: 6,555 shares; 2026Q3: 6,832 shares 6,832 $309K 0.11% +277 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 1,853 shares; 2025Q4: 2,043 shares; 2026Q1: 2,527 shares; 2026Q2: 4,027 shares; 2026Q3: 4,410 shares 4,410 $308K 0.11% +383 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,506 shares; 2025Q4: 5,297 shares; 2026Q1: 4,827 shares; 2026Q2: 3,846 shares; 2026Q3: 4,530 shares 4,530 $308K 0.11% +684 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,849 shares; 2025Q1: 2,694 shares; 2025Q2: 1,759 shares; 2025Q3: 1,683 shares; 2025Q4: 1,583 shares; 2026Q1: 1,583 shares; 2026Q2: 1,107 shares; 2026Q3: 1,107 shares 1,107 $308K 0.11% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,363 shares; 2025Q1: 894 shares; 2025Q2: 1,057 shares; 2025Q3: 1,067 shares; 2025Q4: 1,056 shares; 2026Q1: 1,047 shares; 2026Q2: 1,046 shares; 2026Q3: 860 shares 860 $305K 0.11% -186 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,436 shares; 2026Q3: 3,531 shares 3,531 $305K 0.11% +95 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,246 shares; 2026Q2: not reported; 2026Q3: 4,478 shares 4,478 $304K 0.11% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,176 shares; 2025Q3: 10,002 shares; 2025Q4: 10,002 shares; 2026Q1: 9,586 shares; 2026Q2: 7,990 shares; 2026Q3: 7,190 shares 7,190 $303K 0.11% -800 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,677 shares; 2026Q2: not reported; 2026Q3: 5,237 shares 5,237 $301K 0.11% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,827 shares; 2025Q4: 6,458 shares; 2026Q1: 5,869 shares; 2026Q2: 4,989 shares; 2026Q3: 6,101 shares 6,101 $297K 0.11% +1,112 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,895 shares; 2026Q2: 2,327 shares; 2026Q3: 2,338 shares 2,338 $294K 0.1% +11 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,726 shares; 2026Q1: 1,624 shares; 2026Q2: 1,855 shares; 2026Q3: 2,046 shares 2,046 $294K 0.1% +191 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,100 shares; 2025Q1: 12,095 shares; 2025Q2: 7,049 shares; 2025Q3: 3,087 shares; 2025Q4: 2,320 shares; 2026Q1: 1,421 shares; 2026Q2: 1,360 shares; 2026Q3: 1,197 shares 1,197 $293K 0.1% -163 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,401 shares; 2025Q4: 6,361 shares; 2026Q1: 7,386 shares; 2026Q2: 8,607 shares; 2026Q3: 10,770 shares 10,770 $290K 0.1% +2,163 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares; 2026Q2: 1,625 shares; 2026Q3: 1,625 shares 1,625 $290K 0.1% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,461 shares; 2026Q1: 3,731 shares; 2026Q2: 3,648 shares; 2026Q3: 4,099 shares 4,099 $287K 0.1% +451 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,610 shares; 2026Q2: 3,335 shares; 2026Q3: 3,539 shares 3,539 $281K 0.1% +204 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 747 shares; 2026Q3: 721 shares 721 $280K 0.1% -26 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,922 shares; 2026Q1: 2,598 shares; 2026Q2: 2,586 shares; 2026Q3: 2,962 shares 2,962 $279K 0.1% +376 Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,593 shares; 2025Q2: 18,823 shares; 2025Q3: 24,672 shares; 2025Q4: 31,201 shares; 2026Q1: 38,140 shares; 2026Q2: 46,141 shares; 2026Q3: 55,480 shares 55,480 $279K 0.1% +9,339 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 121,174 shares; 2026Q3: 132,265 shares 132,265 $278K 0.1% +11,091 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,085 shares; 2025Q4: 12,878 shares; 2026Q1: 14,729 shares; 2026Q2: 17,720 shares; 2026Q3: 19,201 shares 19,201 $272K 0.1% +1,481 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,409 shares; 2025Q1: 6,293 shares; 2025Q2: 6,290 shares; 2025Q3: 6,037 shares; 2025Q4: 5,439 shares; 2026Q1: 5,317 shares; 2026Q2: 4,987 shares; 2026Q3: 4,947 shares 4,947 $269K 0.1% -40 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,215 shares 1,215 $269K 0.1% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,272 shares; 2026Q3: 1,375 shares 1,375 $268K 0.1% +103 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,728 shares; 2026Q3: 2,075 shares 2,075 $266K 0.1% +347 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,996 shares 10,996 $265K 0.09% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 871 shares; 2026Q3: 708 shares 708 $263K 0.09% -163 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; 2024Q4: 59,829 shares; 2025Q1: 45,296 shares; 2025Q2: 24,601 shares; 2025Q3: 11,125 shares; 2025Q4: 7,707 shares; 2026Q1: 6,072 shares; 2026Q2: 5,688 shares; 2026Q3: 4,901 shares 4,901 $259K 0.09% -787 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 811 shares 811 $258K 0.09% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,696 shares; 2026Q3: 937 shares 937 $257K 0.09% -759 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,230 shares; 2026Q3: 1,077 shares 1,077 $256K 0.09% -153 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,837 shares; 2026Q3: 2,137 shares 2,137 $256K 0.09% +300 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,315 shares; 2025Q1: 6,571 shares; 2025Q2: 4,280 shares; 2025Q3: 3,976 shares; 2025Q4: 4,962 shares; 2026Q1: 4,911 shares; 2026Q2: 3,108 shares; 2026Q3: 3,108 shares 3,108 $252K 0.09% 0 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,448 shares; 2025Q4: 3,763 shares; 2026Q1: not reported; 2026Q2: 4,478 shares; 2026Q3: 4,571 shares 4,571 $251K 0.09% +93 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,195 shares; 2025Q1: 2,196 shares; 2025Q2: 2,196 shares; 2025Q3: 2,196 shares; 2025Q4: 2,196 shares; 2026Q1: 2,455 shares; 2026Q2: 2,455 shares; 2026Q3: 2,380 shares 2,380 $250K 0.09% -75 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,112 shares; 2026Q2: 1,140 shares; 2026Q3: 1,110 shares 1,110 $246K 0.09% -30 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 378 shares; 2026Q1: 347 shares; 2026Q2: 264 shares; 2026Q3: 360 shares 360 $246K 0.09% +96 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,602 shares 2,602 $245K 0.09% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 385 shares; 2026Q3: 468 shares 468 $244K 0.09% +83 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $244K 0.09% 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; 2024Q4: 6,254 shares; 2025Q1: 6,254 shares; 2025Q2: 6,254 shares; 2025Q3: 6,272 shares; 2025Q4: 6,332 shares; 2026Q1: 6,388 shares; 2026Q2: 6,442 shares; 2026Q3: 6,493 shares 6,493 $242K 0.09% +51 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,111 shares; 2026Q3: 2,764 shares 2,764 $236K 0.08% -347 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares; 2025Q4: 1,893 shares; 2026Q1: 1,893 shares; 2026Q2: 8,410 shares; 2026Q3: 8,410 shares 8,410 $235K 0.08% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,174 shares; 2026Q2: 1,231 shares; 2026Q3: 1,487 shares 1,487 $233K 0.08% +256 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,260 shares; 2025Q1: 12,090 shares; 2025Q2: 13,065 shares; 2025Q3: 10,621 shares; 2025Q4: 7,886 shares; 2026Q1: 8,109 shares; 2026Q2: 7,583 shares; 2026Q3: 7,625 shares 7,625 $231K 0.08% +42 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,804 shares; 2026Q2: 1,956 shares; 2026Q3: 2,083 shares 2,083 $229K 0.08% +127 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,349 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,649 shares; 2026Q3: 1,669 shares 1,669 $228K 0.08% +20 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,149 shares; 2026Q3: 1,135 shares 1,135 $228K 0.08% -14 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,041 shares; 2025Q4: not reported; 2026Q1: 992 shares; 2026Q2: not reported; 2026Q3: 570 shares 570 $225K 0.08% new Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,870 shares; 2026Q2: 6,619 shares; 2026Q3: 4,222 shares 4,222 $225K 0.08% -2,397 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,604 shares; 2026Q3: 3,676 shares 3,676 $223K 0.08% +72 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,563 shares; 2026Q3: 2,815 shares 2,815 $220K 0.08% +252 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 772 shares; 2026Q3: 775 shares 775 $219K 0.08% +3 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 747 shares 747 $215K 0.08% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,292 shares; 2026Q3: 1,358 shares 1,358 $214K 0.08% +66 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,998 shares; 2026Q2: 5,084 shares; 2026Q3: 5,809 shares 5,809 $214K 0.08% +725 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,310 shares; 2026Q3: 9,541 shares 9,541 $210K 0.08% +231 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,896 shares; 2025Q4: 2,009 shares; 2026Q1: not reported; 2026Q2: 3,052 shares; 2026Q3: 3,899 shares 3,899 $207K 0.07% +847 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 722 shares; 2026Q3: 722 shares 722 $205K 0.07% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,926 shares 1,926 $205K 0.07% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,100 shares; 2025Q1: 87,135 shares; 2025Q2: 59,300 shares; 2025Q3: 24,247 shares; 2025Q4: 17,608 shares; 2026Q1: 4,489 shares; 2026Q2: 4,489 shares; 2026Q3: 3,735 shares 3,735 $202K 0.07% -754 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,895 shares 1,895 $200K 0.07% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,773 shares 13,773 $168K 0.06% new Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,753 shares; 2025Q1: 18,753 shares; 2025Q2: 18,753 shares; 2025Q3: 18,753 shares; 2025Q4: 17,253 shares; 2026Q1: 17,253 shares; 2026Q2: 17,253 shares; 2026Q3: 17,253 shares 17,253 $140K 0.05% 0 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,921 shares; 2025Q4: 12,065 shares; 2026Q1: 10,736 shares; 2026Q2: not reported; 2026Q3: 10,413 shares 10,413 $133K 0.05% new Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,932 shares; 2026Q2: 13,932 shares; 2026Q3: 12,791 shares 12,791 $127K 0.05% -1,141 Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,618 shares; 2025Q3: 14,056 shares; 2025Q4: 13,993 shares; 2026Q1: 15,552 shares; 2026Q2: 12,570 shares; 2026Q3: 15,620 shares 15,620 $114K 0.04% +3,050 Timeline SID COMPANHIA SIDERURGICA NACION More: the full row for COMPANHIA SIDERURGICA NACION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,307 shares; 2025Q2: 20,387 shares; 2025Q3: 33,423 shares; 2025Q4: 36,975 shares; 2026Q1: 38,279 shares; 2026Q2: 55,929 shares; 2026Q3: 87,303 shares 87,303 $92.5K 0.03% +31,374 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,890 shares; 2025Q3: 15,897 shares; 2025Q4: 17,944 shares; 2026Q1: 16,410 shares; 2026Q2: 17,793 shares; 2026Q3: 19,368 shares 19,368 $91.4K 0.03% +1,575 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,497 shares; 2026Q3: 16,538 shares 16,538 $82.2K 0.03% +3,041 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,778 shares; 2025Q3: 15,271 shares; 2025Q4: 17,293 shares; 2026Q1: 18,559 shares; 2026Q2: 19,103 shares; 2026Q3: 23,327 shares 23,327 $82.1K 0.03% +4,224 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,494 shares; 2025Q3: 13,965 shares; 2025Q4: 15,443 shares; 2026Q1: 16,766 shares; 2026Q2: 18,192 shares; 2026Q3: 19,203 shares 19,203 $81.2K 0.03% +1,011 Timeline AVAL GRUPO AVAL ACCIONES Y VALORE More: the full row for GRUPO AVAL ACCIONES Y VALORE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,943 shares; 2025Q3: 15,811 shares; 2025Q4: 16,380 shares; 2026Q1: 15,216 shares; 2026Q2: 16,335 shares; 2026Q3: 15,930 shares 15,930 $76.8K 0.03% -405 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,732 shares; 2026Q3: 14,413 shares 14,413 $76.5K 0.03% +2,681 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,642 shares; 2026Q2: 11,798 shares; 2026Q3: 13,737 shares 13,737 $67.9K 0.02% +1,939 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,706 shares; 2025Q3: 13,002 shares; 2025Q4: 10,637 shares; 2026Q1: 14,812 shares; 2026Q2: 16,337 shares; 2026Q3: 22,908 shares 22,908 $67.6K 0.02% +6,571 Timeline