DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655,493 shares; 2024Q4: 646,560 shares; 2025Q1: 631,445 shares; 2025Q2: 642,467 shares; 2025Q3: 625,450 shares; 2025Q4: 623,346 shares; 2026Q1: 603,626 shares; 2026Q2: 605,899 shares 605,899 $57.9M 10.52% +2,273 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 316,041 shares; 2026Q2: 361,979 shares 361,979 $34.2M 6.21% +45,938 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: 109,384 shares; 2024Q4: 108,704 shares; 2025Q1: 108,119 shares; 2025Q2: 105,450 shares; 2025Q3: 104,309 shares; 2025Q4: 103,790 shares; 2026Q1: 103,290 shares; 2026Q2: 106,001 shares 106,001 $30.7M 5.57% +2,711 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 697,554 shares; 2024Q4: 724,597 shares; 2025Q1: 757,203 shares; 2025Q2: 725,945 shares; 2025Q3: 744,649 shares; 2025Q4: 763,521 shares; 2026Q1: 11,827 shares; 2026Q2: 818,912 shares 818,912 $30.3M 5.51% +807,085 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: 351,779 shares; 2024Q4: 366,468 shares; 2025Q1: 389,300 shares; 2025Q2: 376,659 shares; 2025Q3: 380,269 shares; 2025Q4: 388,581 shares; 2026Q1: 410,884 shares; 2026Q2: 409,324 shares 409,324 $30M 5.46% -1,560 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 585,239 shares; 2024Q4: 604,457 shares; 2025Q1: 653,516 shares; 2025Q2: 628,018 shares; 2025Q3: 634,574 shares; 2025Q4: 634,661 shares; 2026Q1: 686,094 shares; 2026Q2: 674,986 shares 674,986 $29.3M 5.33% -11,108 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430,608 shares; 2024Q4: 426,150 shares; 2025Q1: 383,025 shares; 2025Q2: 391,703 shares; 2025Q3: 382,726 shares; 2025Q4: 382,611 shares; 2026Q1: 359,265 shares; 2026Q2: 360,786 shares 360,786 $23.8M 4.33% +1,521 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,447 shares; 2024Q4: 147,570 shares; 2025Q1: 147,639 shares; 2025Q2: 149,630 shares; 2025Q3: 147,208 shares; 2025Q4: 147,122 shares; 2026Q1: 147,209 shares; 2026Q2: 145,809 shares 145,809 $13.4M 2.43% -1,400 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: 40,663 shares; 2024Q4: 40,927 shares; 2025Q1: 50,606 shares; 2025Q2: 53,247 shares; 2025Q3: 51,984 shares; 2025Q4: 52,623 shares; 2026Q1: 54,181 shares; 2026Q2: 54,640 shares 54,640 $11.9M 2.16% +459 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: 138,188 shares; 2024Q4: 48,122 shares; 2025Q1: 147,880 shares; 2025Q2: 60,844 shares; 2025Q3: 59,576 shares; 2025Q4: 61,499 shares; 2026Q1: 61,192 shares; 2026Q2: 61,524 shares 61,524 $9.76M 1.77% +332 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: 27,153 shares; 2024Q4: 26,550 shares; 2025Q1: 24,825 shares; 2025Q2: 24,905 shares; 2025Q3: 25,161 shares; 2025Q4: 24,902 shares; 2026Q1: 24,169 shares; 2026Q2: 25,555 shares 25,555 $9.53M 1.73% +1,386 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,002 shares; 2024Q4: 80,029 shares; 2025Q1: 97,057 shares; 2025Q2: 99,136 shares; 2025Q3: 96,744 shares; 2025Q4: 97,049 shares; 2026Q1: 94,745 shares; 2026Q2: 95,461 shares 95,461 $9.05M 1.64% +716 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: 33,933 shares; 2024Q4: 33,490 shares; 2025Q1: 27,071 shares; 2025Q2: 27,344 shares; 2025Q3: 26,698 shares; 2025Q4: 53,341 shares; 2026Q1: 46,778 shares; 2026Q2: 46,870 shares 46,870 $8.93M 1.62% +92 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: 26,607 shares; 2024Q4: 26,629 shares; 2025Q1: 28,793 shares; 2025Q2: 26,732 shares; 2025Q3: 27,624 shares; 2025Q4: 34,029 shares; 2026Q1: 33,485 shares; 2026Q2: 33,173 shares 33,173 $8.42M 1.53% -312 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: 37,521 shares; 2024Q4: 36,206 shares; 2025Q1: 36,783 shares; 2025Q2: 36,683 shares; 2025Q3: 38,661 shares; 2025Q4: 25,807 shares; 2026Q1: 21,896 shares; 2026Q2: 22,643 shares 22,643 $8.09M 1.47% +747 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: 22,137 shares; 2024Q4: 21,728 shares; 2025Q1: 18,252 shares; 2025Q2: 18,566 shares; 2025Q3: 18,083 shares; 2025Q4: 17,929 shares; 2026Q1: 15,139 shares; 2026Q2: 90,898 shares 90,898 $7.83M 1.42% +75,759 Timeline MDYG 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: 80,074 shares; 2024Q4: 79,042 shares; 2025Q1: 70,904 shares; 2025Q2: 71,502 shares; 2025Q3: 69,643 shares; 2025Q4: 69,442 shares; 2026Q1: 67,613 shares; 2026Q2: 68,008 shares 68,008 $7.62M 1.38% +395 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: 153,338 shares; 2024Q4: 164,574 shares; 2025Q1: 163,175 shares; 2025Q2: 157,194 shares; 2025Q3: 161,524 shares; 2025Q4: 166,517 shares; 2026Q1: 1,440 shares; 2026Q2: 90,130 shares 90,130 $7.49M 1.36% +88,690 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: 137,517 shares; 2025Q1: 448 shares; 2025Q2: 145,452 shares; 2025Q3: 144,793 shares; 2025Q4: 4,964 shares; 2026Q1: 258 shares; 2026Q2: 143,571 shares 143,571 $7.3M 1.33% +143,313 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,298 shares; 2024Q4: 72,850 shares; 2025Q1: 67,300 shares; 2025Q2: 68,719 shares; 2025Q3: 67,130 shares; 2025Q4: 65,050 shares; 2026Q1: 172,088 shares; 2026Q2: 61,053 shares 61,053 $6.54M 1.19% -111,035 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,864 shares; 2024Q4: 24,823 shares; 2025Q1: 22,250 shares; 2025Q2: 10,460 shares; 2025Q3: 10,374 shares; 2025Q4: 255,773 shares; 2026Q1: 116,291 shares; 2026Q2: 116,693 shares 116,693 $6.26M 1.14% +402 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: 49,400 shares; 2024Q4: 56,365 shares; 2025Q1: 53,973 shares; 2025Q2: 54,534 shares; 2025Q3: 36,691 shares; 2025Q4: 37,061 shares; 2026Q1: 30,751 shares; 2026Q2: 31,211 shares 31,211 $6.25M 1.13% +460 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,432 shares; 2024Q4: 209,762 shares; 2025Q1: 275,461 shares; 2025Q2: 259,805 shares; 2025Q3: 246,226 shares; 2025Q4: 214,452 shares; 2026Q1: 241,710 shares; 2026Q2: 247,572 shares 247,572 $6.05M 1.1% +5,862 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: 14,420 shares; 2024Q4: 14,730 shares; 2025Q1: 14,716 shares; 2025Q2: 14,312 shares; 2025Q3: 14,483 shares; 2025Q4: 15,036 shares; 2026Q1: 14,821 shares; 2026Q2: 17,005 shares 17,005 $5.57M 1.01% +2,184 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: 594 shares; 2024Q4: 606 shares; 2025Q1: 561 shares; 2025Q2: 2,043 shares; 2025Q3: 2,068 shares; 2025Q4: 4,866 shares; 2026Q1: 4,854 shares; 2026Q2: 4,518 shares 4,518 $5.42M 0.98% -336 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: 9,792 shares; 2024Q4: 9,909 shares; 2025Q1: 12,714 shares; 2025Q2: 12,458 shares; 2025Q3: 12,730 shares; 2025Q4: 13,142 shares; 2026Q1: 12,905 shares; 2026Q2: 13,130 shares 13,130 $4.96M 0.9% +225 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: 31,509 shares; 2024Q4: 31,351 shares; 2025Q1: 31,838 shares; 2025Q2: 29,870 shares; 2025Q3: 29,765 shares; 2025Q4: 36,674 shares; 2026Q1: 37,094 shares; 2026Q2: 36,409 shares 36,409 $4.71M 0.86% -685 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: 4,123 shares; 2024Q4: 4,368 shares; 2025Q1: 4,467 shares; 2025Q2: 4,600 shares; 2025Q3: 12,196 shares; 2025Q4: 17,386 shares; 2026Q1: 17,321 shares; 2026Q2: 17,347 shares 17,347 $4.37M 0.79% +26 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,692 shares; 2024Q4: 85,710 shares; 2025Q1: 98,387 shares; 2025Q2: 91,504 shares; 2025Q3: 86,849 shares; 2025Q4: 74,006 shares; 2026Q1: 83,712 shares; 2026Q2: 83,002 shares 83,002 $4.26M 0.77% -710 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: 41,334 shares; 2024Q4: 40,965 shares; 2025Q1: 34,365 shares; 2025Q2: 34,759 shares; 2025Q3: 33,898 shares; 2025Q4: 34,340 shares; 2026Q1: 34,646 shares; 2026Q2: 35,035 shares 35,035 $4.17M 0.76% +389 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: 25,016 shares; 2024Q4: 25,322 shares; 2025Q1: 23,792 shares; 2025Q2: 25,280 shares; 2025Q3: 25,512 shares; 2025Q4: 25,849 shares; 2026Q1: 26,055 shares; 2026Q2: 29,402 shares 29,402 $4.02M 0.73% +3,347 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,832 shares; 2024Q4: 42,683 shares; 2025Q1: 35,813 shares; 2025Q2: 36,446 shares; 2025Q3: 35,679 shares; 2025Q4: 36,134 shares; 2026Q1: 36,331 shares; 2026Q2: 36,613 shares 36,613 $3.99M 0.73% +282 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: 22,119 shares; 2024Q4: 22,600 shares; 2025Q1: 21,383 shares; 2025Q2: 20,741 shares; 2025Q3: 20,594 shares; 2025Q4: 19,748 shares; 2026Q1: 17,256 shares; 2026Q2: 16,547 shares 16,547 $3.94M 0.72% -709 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: 2,425 shares; 2024Q4: 2,513 shares; 2025Q1: 2,522 shares; 2025Q2: 2,556 shares; 2025Q3: 2,567 shares; 2025Q4: 2,693 shares; 2026Q1: 2,638 shares; 2026Q2: 3,563 shares 3,563 $3.79M 0.69% +925 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: 9,953 shares; 2024Q4: 10,159 shares; 2025Q1: 10,234 shares; 2025Q2: 10,459 shares; 2025Q3: 10,526 shares; 2025Q4: 10,514 shares; 2026Q1: 10,249 shares; 2026Q2: 10,894 shares 10,894 $3.74M 0.68% +645 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: 26,801 shares; 2024Q4: 27,545 shares; 2025Q1: 28,106 shares; 2025Q2: 26,959 shares; 2025Q3: 26,928 shares; 2025Q4: 27,585 shares; 2026Q1: 27,222 shares; 2026Q2: 31,883 shares 31,883 $3.61M 0.66% +4,661 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: 47,009 shares; 2024Q4: 47,530 shares; 2025Q1: 47,251 shares; 2025Q2: 45,914 shares; 2025Q3: 46,794 shares; 2025Q4: 49,241 shares; 2026Q1: 48,701 shares; 2026Q2: 56,219 shares 56,219 $3.2M 0.58% +7,518 Timeline SKYY 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: 30,345 shares; 2024Q4: 30,160 shares; 2025Q1: 21,882 shares; 2025Q2: 23,483 shares; 2025Q3: 22,910 shares; 2025Q4: 23,115 shares; 2026Q1: 22,176 shares; 2026Q2: 22,409 shares 22,409 $3.02M 0.55% +233 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: 2,623 shares; 2024Q4: 2,697 shares; 2025Q1: 2,683 shares; 2025Q2: 2,786 shares; 2025Q3: 2,804 shares; 2025Q4: 2,627 shares; 2026Q1: 2,613 shares; 2026Q2: 3,104 shares 3,104 $2.9M 0.53% +491 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: 6,558 shares; 2024Q4: 6,686 shares; 2025Q1: 6,020 shares; 2025Q2: 5,928 shares; 2025Q3: 6,072 shares; 2025Q4: 5,956 shares; 2026Q1: 6,099 shares; 2026Q2: 7,540 shares 7,540 $2.66M 0.48% +1,441 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: 9,143 shares; 2024Q4: 7,943 shares; 2025Q1: 7,578 shares; 2025Q2: 6,778 shares; 2025Q3: 6,852 shares; 2025Q4: 3,876 shares; 2026Q1: 3,737 shares; 2026Q2: 4,568 shares 4,568 $2.57M 0.47% +831 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: 42,154 shares; 2024Q4: 126,478 shares; 2025Q1: 105,318 shares; 2025Q2: 95,388 shares; 2025Q3: 95,347 shares; 2025Q4: 95,176 shares; 2026Q1: 88,047 shares; 2026Q2: 87,565 shares 87,565 $2.54M 0.46% -482 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 5,567 shares; 2026Q1: 24,409 shares; 2026Q2: 23,644 shares 23,644 $2.24M 0.41% -765 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: 2,928 shares; 2024Q4: 2,932 shares; 2025Q1: 2,928 shares; 2025Q2: 2,929 shares; 2025Q3: 2,946 shares; 2025Q4: 2,987 shares; 2026Q1: 2,992 shares; 2026Q2: 3,074 shares 3,074 $2.22M 0.4% +82 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: 2,088 shares; 2024Q4: 2,129 shares; 2025Q1: 2,182 shares; 2025Q2: 1,785 shares; 2025Q3: 1,797 shares; 2025Q4: 8,509 shares; 2026Q1: 1,843 shares; 2026Q2: 3,921 shares 3,921 $2.03M 0.37% +2,078 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: 4,094 shares; 2024Q4: 3,648 shares; 2025Q1: 3,664 shares; 2025Q2: 3,071 shares; 2025Q3: 2,657 shares; 2025Q4: 4,873 shares; 2026Q1: 4,995 shares; 2026Q2: 4,716 shares 4,716 $1.96M 0.36% -279 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: 1,641 shares; 2024Q4: 1,659 shares; 2025Q1: 1,657 shares; 2025Q2: 1,668 shares; 2025Q3: 1,685 shares; 2025Q4: 1,608 shares; 2026Q1: 1,584 shares; 2026Q2: 1,862 shares 1,862 $1.88M 0.34% +278 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: 11,218 shares; 2024Q4: 11,288 shares; 2025Q1: 11,324 shares; 2025Q2: 11,315 shares; 2025Q3: 11,396 shares; 2025Q4: 11,475 shares; 2026Q1: 11,362 shares; 2026Q2: 12,691 shares 12,691 $1.86M 0.34% +1,329 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: 67,240 shares; 2024Q4: 68,263 shares; 2025Q1: 24,172 shares; 2025Q2: 24,118 shares; 2025Q3: 28,513 shares; 2025Q4: 52,590 shares; 2026Q1: 44,216 shares; 2026Q2: 36,481 shares 36,481 $1.85M 0.34% -7,735 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: 2,381 shares; 2024Q4: 2,590 shares; 2025Q1: 2,635 shares; 2025Q2: 2,603 shares; 2025Q3: 2,619 shares; 2025Q4: 2,652 shares; 2026Q1: 2,619 shares; 2026Q2: 3,496 shares 3,496 $1.8M 0.33% +877 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: 4,241 shares; 2024Q4: 4,097 shares; 2025Q1: 4,089 shares; 2025Q2: 4,093 shares; 2025Q3: 4,093 shares; 2025Q4: 4,120 shares; 2026Q1: 4,120 shares; 2026Q2: 3,585 shares 3,585 $1.79M 0.33% -535 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: 17,768 shares; 2024Q4: 71,039 shares; 2025Q1: 66,272 shares; 2025Q2: 63,219 shares; 2025Q3: 61,074 shares; 2025Q4: 60,860 shares; 2026Q1: 52,906 shares; 2026Q2: 52,813 shares 52,813 $1.79M 0.32% -93 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: 5,267 shares; 2024Q4: 5,271 shares; 2025Q1: 4,931 shares; 2025Q2: 4,667 shares; 2025Q3: 4,912 shares; 2025Q4: 5,028 shares; 2026Q1: 5,029 shares; 2026Q2: 4,187 shares 4,187 $1.76M 0.32% -842 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: 10,127 shares; 2024Q4: 10,975 shares; 2025Q1: 11,170 shares; 2025Q2: 11,348 shares; 2025Q3: 11,449 shares; 2025Q4: 12,038 shares; 2026Q1: 11,794 shares; 2026Q2: 14,628 shares 14,628 $1.72M 0.31% +2,834 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: 9,063 shares; 2024Q4: 9,111 shares; 2025Q1: 9,178 shares; 2025Q2: 8,882 shares; 2025Q3: 8,911 shares; 2025Q4: 8,341 shares; 2026Q1: 8,428 shares; 2026Q2: 11,286 shares 11,286 $1.66M 0.3% +2,858 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: 3,610 shares; 2024Q4: 3,695 shares; 2025Q1: 7,485 shares; 2025Q2: 7,636 shares; 2025Q3: 7,760 shares; 2025Q4: 5,293 shares; 2026Q1: 4,171 shares; 2026Q2: 4,477 shares 4,477 $1.5M 0.27% +306 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: 1,919 shares; 2024Q4: 2,004 shares; 2025Q1: 1,962 shares; 2025Q2: 2,356 shares; 2025Q3: 2,407 shares; 2025Q4: 2,502 shares; 2026Q1: 2,519 shares; 2026Q2: 3,438 shares 3,438 $1.47M 0.27% +919 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,740 shares; 2024Q4: 37,333 shares; 2025Q1: 23,771 shares; 2025Q2: 22,398 shares; 2025Q3: 22,690 shares; 2025Q4: 37,772 shares; 2026Q1: 34,901 shares; 2026Q2: 27,456 shares 27,456 $1.44M 0.26% -7,445 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: 7,351 shares; 2024Q4: 7,703 shares; 2025Q1: 7,844 shares; 2025Q2: 9,791 shares; 2025Q3: 10,042 shares; 2025Q4: 10,279 shares; 2026Q1: 10,481 shares; 2026Q2: 16,028 shares 16,028 $1.41M 0.26% +5,547 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: 16,086 shares; 2024Q4: 16,843 shares; 2025Q1: 16,849 shares; 2025Q2: 16,855 shares; 2025Q3: 16,860 shares; 2025Q4: 16,911 shares; 2026Q1: 16,891 shares; 2026Q2: 16,897 shares 16,897 $1.37M 0.25% +6 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: 387 shares; 2024Q4: 390 shares; 2025Q1: 399 shares; 2025Q2: 385 shares; 2025Q3: 383 shares; 2025Q4: 388 shares; 2026Q1: 386 shares; 2026Q2: 4,377 shares 4,377 $1.32M 0.24% +3,991 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: 10,813 shares; 2024Q4: 11,517 shares; 2025Q1: 11,713 shares; 2025Q2: 11,005 shares; 2025Q3: 11,046 shares; 2025Q4: 11,051 shares; 2026Q1: 11,066 shares; 2026Q2: 15,495 shares 15,495 $1.27M 0.23% +4,429 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: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 321 shares; 2026Q1: 260 shares; 2026Q2: 2,895 shares 2,895 $1.26M 0.23% +2,635 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: 2,853 shares; 2024Q4: 3,015 shares; 2025Q1: 3,070 shares; 2025Q2: 3,141 shares; 2025Q3: 3,186 shares; 2025Q4: 3,309 shares; 2026Q1: 3,337 shares; 2026Q2: 4,582 shares 4,582 $1.25M 0.23% +1,245 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,206 shares; 2024Q4: 13,238 shares; 2025Q1: 13,138 shares; 2025Q2: 13,083 shares; 2025Q3: 11,779 shares; 2025Q4: 10,327 shares; 2026Q1: 19,518 shares; 2026Q2: 24,258 shares 24,258 $1.22M 0.22% +4,740 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,619 shares; 2024Q4: 7,999 shares; 2025Q1: 8,296 shares; 2025Q2: 8,376 shares; 2025Q3: 8,726 shares; 2025Q4: 114 shares; 2026Q1: 9,082 shares; 2026Q2: 5,283 shares 5,283 $1.2M 0.22% -3,799 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: 28,375 shares; 2024Q4: 28,778 shares; 2025Q1: 28,285 shares; 2025Q2: 17,801 shares; 2025Q3: 17,738 shares; 2025Q4: 23,688 shares; 2026Q1: 22,896 shares; 2026Q2: 20,647 shares 20,647 $1.19M 0.22% -2,249 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: 2,760 shares; 2024Q4: 2,871 shares; 2025Q1: 2,887 shares; 2025Q2: 2,882 shares; 2025Q3: 2,939 shares; 2025Q4: 3,029 shares; 2026Q1: 3,008 shares; 2026Q2: 4,263 shares 4,263 $1.15M 0.21% +1,255 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: 2,728 shares; 2024Q4: 2,697 shares; 2025Q1: 2,452 shares; 2025Q2: 2,452 shares; 2025Q3: 2,584 shares; 2025Q4: 2,518 shares; 2026Q1: 2,373 shares; 2026Q2: 2,402 shares 2,402 $1.15M 0.21% +29 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,387 shares; 2024Q4: 990 shares; 2025Q1: 1,017 shares; 2025Q2: 1,367 shares; 2025Q3: 1,455 shares; 2025Q4: 3,213 shares; 2026Q1: 3,122 shares; 2026Q2: 3,138 shares 3,138 $1.14M 0.21% +16 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: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 3,417 shares; 2025Q3: 3,451 shares; 2025Q4: 3,649 shares; 2026Q1: 3,567 shares; 2026Q2: 5,415 shares 5,415 $1.13M 0.21% +1,848 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: 1,934 shares; 2024Q4: 2,250 shares; 2025Q1: 2,393 shares; 2025Q2: 2,240 shares; 2025Q3: 2,312 shares; 2025Q4: 14,137 shares; 2026Q1: 14,096 shares; 2026Q2: 15,538 shares 15,538 $1.11M 0.2% +1,442 Timeline DFUS 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: 16,031 shares; 2024Q4: 16,031 shares; 2025Q1: 15,581 shares; 2025Q2: 14,131 shares; 2025Q3: 14,131 shares; 2025Q4: 14,131 shares; 2026Q1: 13,854 shares; 2026Q2: 13,224 shares 13,224 $1.08M 0.2% -630 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: 1,618 shares; 2024Q4: 1,659 shares; 2025Q1: 1,666 shares; 2025Q2: 1,662 shares; 2025Q3: 1,674 shares; 2025Q4: 1,672 shares; 2026Q1: 1,659 shares; 2026Q2: 2,068 shares 2,068 $1.05M 0.19% +409 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: 2,869 shares; 2024Q4: 2,869 shares; 2025Q1: 2,562 shares; 2025Q2: 2,562 shares; 2025Q3: 2,562 shares; 2025Q4: 2,562 shares; 2026Q1: 2,300 shares; 2026Q2: 11,500 shares 11,500 $1.01M 0.18% +9,200 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: 12,445 shares; 2024Q4: 13,303 shares; 2025Q1: 13,568 shares; 2025Q2: 13,292 shares; 2025Q3: 13,678 shares; 2025Q4: 705 shares; 2026Q1: 12,692 shares; 2026Q2: 7,290 shares 7,290 $988K 0.18% -5,402 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares; 2025Q3: 1,145 shares; 2025Q4: 4,746 shares; 2026Q1: 4,724 shares; 2026Q2: 7,232 shares 7,232 $914K 0.17% +2,508 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: 5,325 shares; 2024Q4: 5,603 shares; 2025Q1: 5,627 shares; 2025Q2: 5,849 shares; 2025Q3: 5,868 shares; 2025Q4: 5,778 shares; 2026Q1: 5,793 shares; 2026Q2: 4,048 shares 4,048 $914K 0.17% -1,745 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: 911 shares; 2024Q4: 919 shares; 2025Q1: 883 shares; 2025Q2: 882 shares; 2025Q3: 856 shares; 2025Q4: 1,287 shares; 2026Q1: 1,233 shares; 2026Q2: 1,124 shares 1,124 $850K 0.15% -109 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: 3,770 shares; 2024Q4: 3,799 shares; 2025Q1: 3,675 shares; 2025Q2: 3,679 shares; 2025Q3: 3,712 shares; 2025Q4: 3,952 shares; 2026Q1: 3,876 shares; 2026Q2: 4,401 shares 4,401 $813K 0.15% +525 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: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 487 shares; 2026Q2: 2,806 shares 2,806 $789K 0.14% +2,319 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: 1,683 shares; 2024Q4: 1,745 shares; 2025Q1: 1,729 shares; 2025Q2: 1,788 shares; 2025Q3: 1,781 shares; 2025Q4: 1,744 shares; 2026Q1: 1,751 shares; 2026Q2: 2,582 shares 2,582 $770K 0.14% +831 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: 2,751 shares; 2024Q4: 3,105 shares; 2025Q1: 3,236 shares; 2025Q2: 3,214 shares; 2025Q3: 3,251 shares; 2025Q4: 3,419 shares; 2026Q1: 3,366 shares; 2026Q2: 4,357 shares 4,357 $769K 0.14% +991 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: 4,083 shares; 2024Q4: 4,430 shares; 2025Q1: 4,477 shares; 2025Q2: 4,304 shares; 2025Q3: 4,316 shares; 2025Q4: 9,390 shares; 2026Q1: 9,450 shares; 2026Q2: 8,410 shares 8,410 $763K 0.14% -1,040 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: 4,191 shares; 2024Q4: 4,256 shares; 2025Q1: 4,353 shares; 2025Q2: 4,207 shares; 2025Q3: 4,259 shares; 2025Q4: 3,925 shares; 2026Q1: 4,132 shares; 2026Q2: 5,500 shares 5,500 $745K 0.14% +1,368 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: 531 shares; 2024Q4: 3,079 shares; 2025Q1: 2,663 shares; 2025Q2: 2,720 shares; 2025Q3: 3,763 shares; 2025Q4: 8,462 shares; 2026Q1: 5,825 shares; 2026Q2: 9,421 shares 9,421 $723K 0.13% +3,596 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181 shares; 2024Q4: 1,352 shares; 2025Q1: 1,411 shares; 2025Q2: 1,392 shares; 2025Q3: 1,449 shares; 2025Q4: 23 shares; 2026Q1: 1,329 shares; 2026Q2: 691 shares 691 $720K 0.13% -638 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 85 shares; 2025Q2: 119 shares; 2025Q3: 1,855 shares; 2025Q4: 1,868 shares; 2026Q1: 1,878 shares; 2026Q2: 1,910 shares 1,910 $714K 0.13% +32 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: 1,343 shares; 2024Q4: 1,365 shares; 2025Q1: 1,391 shares; 2025Q2: 1,384 shares; 2025Q3: 1,399 shares; 2025Q4: 1,435 shares; 2026Q1: 1,415 shares; 2026Q2: 1,765 shares 1,765 $701K 0.13% +350 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 795 shares; 2026Q1: 774 shares; 2026Q2: 812 shares 812 $674K 0.12% +38 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,528 shares; 2024Q4: 1,402 shares; 2025Q1: 1,446 shares; 2025Q2: 1,360 shares; 2025Q3: 1,374 shares; 2025Q4: 3,434 shares; 2026Q1: 3,481 shares; 2026Q2: 3,374 shares 3,374 $644K 0.12% -107 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: 3,035 shares; 2024Q4: 2,916 shares; 2025Q1: 2,684 shares; 2025Q2: 2,687 shares; 2025Q3: 2,679 shares; 2025Q4: 2,655 shares; 2026Q1: 2,676 shares; 2026Q2: 2,674 shares 2,674 $633K 0.11% -2 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,522 shares; 2024Q4: 4,265 shares; 2025Q1: 4,351 shares; 2025Q2: 4,454 shares; 2025Q3: 4,693 shares; 2025Q4: 8,223 shares; 2026Q1: 8,200 shares; 2026Q2: 7,981 shares 7,981 $630K 0.11% -219 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: 474 shares; 2024Q4: 800 shares; 2025Q1: 802 shares; 2025Q2: 807 shares; 2025Q3: 808 shares; 2025Q4: 783 shares; 2026Q1: 765 shares; 2026Q2: 883 shares 883 $607K 0.11% +118 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: 1,847 shares; 2024Q4: 1,847 shares; 2025Q1: 1,847 shares; 2025Q2: 1,847 shares; 2025Q3: 1,834 shares; 2025Q4: 1,834 shares; 2026Q1: 1,834 shares; 2026Q2: 4,194 shares 4,194 $606K 0.11% +2,360 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 1,407 shares; 2025Q1: 1,415 shares; 2025Q2: 1,236 shares; 2025Q3: 1,239 shares; 2025Q4: 1,325 shares; 2026Q1: 1,311 shares; 2026Q2: 1,743 shares 1,743 $596K 0.11% +432 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: 399 shares; 2025Q1: 406 shares; 2025Q2: 427 shares; 2025Q3: 432 shares; 2025Q4: 453 shares; 2026Q1: 458 shares; 2026Q2: 613 shares 613 $590K 0.11% +155 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: 121 shares; 2024Q4: 202 shares; 2025Q1: 47 shares; 2025Q2: 44 shares; 2025Q3: 57 shares; 2025Q4: 56 shares; 2026Q1: 454 shares; 2026Q2: 499 shares 499 $586K 0.11% +45 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: 5,976 shares; 2024Q4: 6,443 shares; 2025Q1: 6,593 shares; 2025Q2: 6,457 shares; 2025Q3: 6,663 shares; 2025Q4: 105 shares; 2026Q1: 5,967 shares; 2026Q2: 3,516 shares 3,516 $581K 0.11% -2,451 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 802 shares 802 $572K 0.1% +784 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: 2,531 shares 2,531 $567K 0.1% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 1,581 shares 1,581 $560K 0.1% +1,439 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: 1,853 shares; 2024Q4: 1,951 shares; 2025Q1: 1,961 shares; 2025Q2: 1,774 shares; 2025Q3: 1,751 shares; 2025Q4: 1,823 shares; 2026Q1: 1,798 shares; 2026Q2: 2,512 shares 2,512 $554K 0.1% +714 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: 2,502 shares 2,502 $553K 0.1% new 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: 928 shares; 2024Q4: 958 shares; 2025Q1: 980 shares; 2025Q2: 912 shares; 2025Q3: 920 shares; 2025Q4: 946 shares; 2026Q1: 1,029 shares; 2026Q2: 1,342 shares 1,342 $547K 0.1% +313 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: 4,554 shares; 2024Q4: 4,554 shares; 2025Q1: 4,167 shares; 2025Q2: 4,167 shares; 2025Q3: 4,066 shares; 2025Q4: 4,066 shares; 2026Q1: 3,794 shares; 2026Q2: 3,729 shares 3,729 $546K 0.1% -65 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,934 shares; 2024Q4: 12,761 shares; 2025Q1: 13,007 shares; 2025Q2: 12,733 shares; 2025Q3: 13,443 shares; 2025Q4: 881 shares; 2026Q1: 13,290 shares; 2026Q2: 8,288 shares 8,288 $514K 0.09% -5,002 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: 4,238 shares; 2024Q4: 4,229 shares; 2025Q1: 4,314 shares; 2025Q2: 4,244 shares; 2025Q3: 4,376 shares; 2025Q4: 27 shares; 2026Q1: 4,207 shares; 2026Q2: 2,272 shares 2,272 $508K 0.09% -1,935 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: 169 shares; 2024Q4: 169 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 125 shares; 2026Q2: 3,668 shares 3,668 $502K 0.09% +3,543 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: 605 shares; 2025Q1: 1,794 shares; 2025Q2: 1,846 shares; 2025Q3: 1,854 shares; 2025Q4: 1,894 shares; 2026Q1: 1,893 shares; 2026Q2: 1,997 shares 1,997 $496K 0.09% +104 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,229 shares; 2024Q4: 4,360 shares; 2025Q1: 4,496 shares; 2025Q2: 4,480 shares; 2025Q3: 4,624 shares; 2025Q4: 150 shares; 2026Q1: 4,771 shares; 2026Q2: 2,657 shares 2,657 $477K 0.09% -2,114 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 135 shares; 2025Q3: 120 shares; 2025Q4: 1,369 shares; 2026Q1: 1,348 shares; 2026Q2: 928 shares 928 $466K 0.08% -420 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,822 shares; 2024Q4: 2,822 shares; 2025Q1: 2,822 shares; 2025Q2: 2,822 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares; 2026Q1: 2,822 shares; 2026Q2: 2,822 shares 2,822 $461K 0.08% 0 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,556 shares; 2025Q1: 10,634 shares; 2025Q2: 10,752 shares; 2025Q3: 10,874 shares; 2025Q4: 11,036 shares; 2026Q1: 11,108 shares; 2026Q2: 11,220 shares 11,220 $454K 0.08% +112 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 744 shares; 2026Q2: 467 shares 467 $451K 0.08% -277 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: 4,359 shares; 2024Q4: 12,982 shares; 2025Q1: 12,667 shares; 2025Q2: 11,737 shares; 2025Q3: 11,737 shares; 2025Q4: 11,737 shares; 2026Q1: 11,737 shares; 2026Q2: 11,737 shares 11,737 $433K 0.08% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,064 shares; 2024Q4: 2,256 shares; 2025Q1: 2,320 shares; 2025Q2: 2,273 shares; 2025Q3: 2,343 shares; 2025Q4: 75 shares; 2026Q1: 2,269 shares; 2026Q2: 1,344 shares 1,344 $428K 0.08% -925 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,659 shares; 2024Q4: 8,630 shares; 2025Q1: 8,372 shares; 2025Q2: 7,880 shares; 2025Q3: 7,797 shares; 2025Q4: 23,116 shares; 2026Q1: 23,596 shares; 2026Q2: 17,600 shares 17,600 $424K 0.08% -5,996 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 880 shares; 2026Q2: 991 shares 991 $420K 0.08% +111 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: 293 shares; 2024Q4: 1,126 shares; 2025Q1: 1,129 shares; 2025Q2: 1,129 shares; 2025Q3: 1,132 shares; 2025Q4: 1,090 shares; 2026Q1: 1,101 shares; 2026Q2: 1,106 shares 1,106 $409K 0.07% +5 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,819 shares; 2024Q4: 11,457 shares; 2025Q1: 11,457 shares; 2025Q2: 11,457 shares; 2025Q3: 11,457 shares; 2025Q4: 11,457 shares; 2026Q1: 11,457 shares; 2026Q2: 11,457 shares 11,457 $399K 0.07% 0 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: 1,294 shares; 2024Q4: 1,294 shares; 2025Q1: 1,270 shares; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,292 shares; 2026Q1: 1,109 shares; 2026Q2: 1,121 shares 1,121 $396K 0.07% +12 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: 2,286 shares; 2024Q4: 2,286 shares; 2025Q1: 2,257 shares; 2025Q2: 2,114 shares; 2025Q3: 1,921 shares; 2025Q4: 1,983 shares; 2026Q1: 1,983 shares; 2026Q2: 2,014 shares 2,014 $382K 0.07% +31 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,218 shares; 2024Q4: 914 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 917 shares; 2025Q4: 858 shares; 2026Q1: 5,272 shares; 2026Q2: 3,573 shares 3,573 $371K 0.07% -1,699 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: 398 shares; 2024Q4: 398 shares; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 1,088 shares; 2026Q1: 1,071 shares; 2026Q2: 947 shares 947 $369K 0.07% -124 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: 695 shares; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 648 shares; 2025Q3: 650 shares; 2025Q4: 691 shares; 2026Q1: 706 shares; 2026Q2: 626 shares 626 $364K 0.07% -80 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,508 shares; 2024Q4: 6,092 shares; 2025Q1: 6,271 shares; 2025Q2: 6,377 shares; 2025Q3: 6,706 shares; 2025Q4: 410 shares; 2026Q1: 6,500 shares; 2026Q2: 4,066 shares 4,066 $361K 0.07% -2,434 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: 46 shares; 2025Q1: 45 shares; 2025Q2: 34 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 2,119 shares 2,119 $360K 0.07% +2,066 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 106 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 885 shares 885 $349K 0.06% +705 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,677 shares; 2024Q4: 1,641 shares; 2025Q1: 1,618 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 5,311 shares; 2026Q1: 5,306 shares; 2026Q2: 3,341 shares 3,341 $346K 0.06% -1,965 Timeline VOX 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: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares; 2025Q3: 1,847 shares; 2025Q4: 1,847 shares; 2026Q1: 1,843 shares; 2026Q2: 1,842 shares 1,842 $339K 0.06% -1 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: 303 shares; 2024Q4: 302 shares; 2025Q1: 335 shares; 2025Q2: 338 shares; 2025Q3: 358 shares; 2025Q4: 333 shares; 2026Q1: 313 shares; 2026Q2: 289 shares 289 $334K 0.06% -24 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113 shares; 2024Q4: 1,113 shares; 2025Q1: 847 shares; 2025Q2: 847 shares; 2025Q3: 827 shares; 2025Q4: 827 shares; 2026Q1: 670 shares; 2026Q2: 2,680 shares 2,680 $333K 0.06% +2,010 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: 1,153 shares; 2024Q4: 1,230 shares; 2025Q1: 1,249 shares; 2025Q2: 1,095 shares; 2025Q3: 1,104 shares; 2025Q4: 1,096 shares; 2026Q1: 1,059 shares; 2026Q2: 1,505 shares 1,505 $332K 0.06% +446 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 82 shares; 2025Q4: 1,132 shares; 2026Q1: 1,129 shares; 2026Q2: 814 shares 814 $324K 0.06% -315 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,953 shares; 2025Q1: 6,845 shares; 2025Q2: 6,965 shares; 2025Q3: 7,066 shares; 2025Q4: 5,812 shares; 2026Q1: 5,845 shares; 2026Q2: 6,031 shares 6,031 $316K 0.06% +186 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,829 shares; 2024Q4: 4,152 shares; 2025Q1: 4,240 shares; 2025Q2: 4,118 shares; 2025Q3: 4,211 shares; 2025Q4: 35 shares; 2026Q1: 3,836 shares; 2026Q2: 2,320 shares 2,320 $312K 0.06% -1,516 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: 907 shares; 2024Q4: 957 shares; 2025Q1: 969 shares; 2025Q2: 874 shares; 2025Q3: 880 shares; 2025Q4: 2,023 shares; 2026Q1: 1,996 shares; 2026Q2: 944 shares 944 $298K 0.05% -1,052 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: 3,010 shares; 2024Q4: 2,922 shares; 2025Q1: 2,991 shares; 2025Q2: 3,566 shares; 2025Q3: 3,618 shares; 2025Q4: 3,004 shares; 2026Q1: 3,217 shares; 2026Q2: 4,945 shares 4,945 $289K 0.05% +1,728 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,816 shares; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 1,895 shares; 2026Q1: 2,004 shares; 2026Q2: 2,054 shares 2,054 $287K 0.05% +50 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: 558 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 633 shares; 2026Q2: 1,665 shares 1,665 $281K 0.05% +1,032 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: 1,630 shares 1,630 $279K 0.05% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 112 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 858 shares; 2026Q1: 847 shares; 2026Q2: 556 shares 556 $276K 0.05% -291 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,641 shares; 2024Q4: 39,985 shares; 2025Q1: 40,727 shares; 2025Q2: 34,566 shares; 2025Q3: 35,592 shares; 2025Q4: 14,884 shares; 2026Q1: 14,926 shares; 2026Q2: 13,106 shares 13,106 $271K 0.05% -1,820 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,135 shares; 2024Q4: 5,135 shares; 2025Q1: 5,135 shares; 2025Q2: 5,135 shares; 2025Q3: 5,135 shares; 2025Q4: 5,135 shares; 2026Q1: 5,135 shares; 2026Q2: 5,135 shares 5,135 $269K 0.05% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,829 shares; 2024Q4: 6,248 shares; 2025Q1: 6,336 shares; 2025Q2: 6,238 shares; 2025Q3: 6,456 shares; 2025Q4: 345 shares; 2026Q1: 6,014 shares; 2026Q2: 3,534 shares 3,534 $268K 0.05% -2,480 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: 726 shares; 2024Q4: 726 shares; 2025Q1: 725 shares; 2025Q2: 3,478 shares; 2025Q3: 3,532 shares; 2025Q4: 3,628 shares; 2026Q1: 3,636 shares; 2026Q2: 2,597 shares 2,597 $265K 0.05% -1,039 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: 1,329 shares; 2024Q4: 1,414 shares; 2025Q1: 1,450 shares; 2025Q2: 1,587 shares; 2025Q3: 1,613 shares; 2025Q4: 1,616 shares; 2026Q1: 1,587 shares; 2026Q2: 2,151 shares 2,151 $265K 0.05% +564 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: 22,343 shares; 2024Q4: 20,548 shares; 2025Q1: 22,609 shares; 2025Q2: 20,396 shares; 2025Q3: 21,240 shares; 2025Q4: 6,879 shares; 2026Q1: 6,617 shares; 2026Q2: 6,177 shares 6,177 $262K 0.05% -440 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: 736 shares; 2024Q4: 742 shares; 2025Q1: 736 shares; 2025Q2: 723 shares; 2025Q3: 1,580 shares; 2025Q4: 1,687 shares; 2026Q1: 1,772 shares; 2026Q2: 1,572 shares 1,572 $261K 0.05% -200 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: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 225 shares; 2026Q2: 226 shares 226 $256K 0.05% +1 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 779 shares; 2024Q4: 779 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $246K 0.04% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210 shares; 2024Q4: 235 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 197 shares; 2026Q2: 577 shares 577 $240K 0.04% +380 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,286 shares; 2024Q4: 14,325 shares; 2025Q1: 14,562 shares; 2025Q2: 14,280 shares; 2025Q3: 14,854 shares; 2025Q4: 183 shares; 2026Q1: 14,882 shares; 2026Q2: 8,991 shares 8,991 $239K 0.04% -5,891 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: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 1,667 shares; 2025Q4: 1,715 shares; 2026Q1: 713 shares; 2026Q2: 689 shares 689 $233K 0.04% -24 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499 shares; 2024Q4: 514 shares; 2025Q1: 511 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 533 shares; 2026Q1: 533 shares; 2026Q2: 533 shares 533 $230K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,810 shares; 2026Q1: 2,810 shares; 2026Q2: 2,925 shares 2,925 $226K 0.04% +115 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,737 shares; 2024Q4: 3,020 shares; 2025Q1: 3,109 shares; 2025Q2: 3,040 shares; 2025Q3: 3,128 shares; 2025Q4: 59 shares; 2026Q1: 2,617 shares; 2026Q2: 1,543 shares 1,543 $224K 0.04% -1,074 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,554 shares; 2026Q1: 1,554 shares; 2026Q2: 1,554 shares 1,554 $214K 0.04% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,846 shares; 2024Q4: 4,160 shares; 2025Q1: 4,263 shares; 2025Q2: 4,172 shares; 2025Q3: 4,338 shares; 2025Q4: 148 shares; 2026Q1: 3,537 shares; 2026Q2: 1,693 shares 1,693 $214K 0.04% -1,844 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: 160 shares; 2025Q1: 160 shares; 2025Q2: 194 shares; 2025Q3: 193 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 8,647 shares 8,647 $207K 0.04% +8,503 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: 425 shares; 2024Q4: 425 shares; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 1,305 shares; 2026Q1: 1,305 shares; 2026Q2: 1,305 shares 1,305 $205K 0.04% 0 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: 1,025 shares; 2024Q4: 1,022 shares; 2025Q1: 942 shares; 2025Q2: 942 shares; 2025Q3: 944 shares; 2025Q4: 961 shares; 2026Q1: 999 shares; 2026Q2: 921 shares 921 $199K 0.04% -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; 2024Q3: 6,304 shares; 2024Q4: 6,304 shares; 2025Q1: 6,304 shares; 2025Q2: 6,304 shares; 2025Q3: 6,304 shares; 2025Q4: 6,304 shares; 2026Q1: 6,302 shares; 2026Q2: 6,302 shares 6,302 $192K 0.03% 0 Timeline SPTM 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: 2,676 shares; 2024Q4: 2,676 shares; 2025Q1: 2,499 shares; 2025Q2: 2,499 shares; 2025Q3: 2,499 shares; 2025Q4: 2,199 shares; 2026Q1: 2,094 shares; 2026Q2: 2,094 shares 2,094 $190K 0.03% 0 Timeline XTL 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: 1,408 shares; 2024Q4: 1,376 shares; 2025Q1: 1,113 shares; 2025Q2: 1,171 shares; 2025Q3: 1,144 shares; 2025Q4: 1,108 shares; 2026Q1: 822 shares; 2026Q2: 822 shares 822 $187K 0.03% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 82 shares 82 $186K 0.03% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,022 shares; 2024Q4: 8,014 shares; 2025Q1: 7,281 shares; 2025Q2: 7,476 shares; 2025Q3: 6,727 shares; 2025Q4: 1,886 shares; 2026Q1: 1,898 shares; 2026Q2: 1,898 shares 1,898 $184K 0.03% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,848 shares; 2024Q4: 2,049 shares; 2025Q1: 2,093 shares; 2025Q2: 2,071 shares; 2025Q3: 2,111 shares; 2025Q4: 82 shares; 2026Q1: 1,780 shares; 2026Q2: 952 shares 952 $181K 0.03% -828 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 142 shares; 2025Q3: 124 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 9,283 shares 9,283 $179K 0.03% +9,191 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,519 shares; 2024Q4: 1,665 shares; 2025Q1: 1,696 shares; 2025Q2: 1,655 shares; 2025Q3: 1,715 shares; 2025Q4: 148 shares; 2026Q1: 1,673 shares; 2026Q2: 1,009 shares 1,009 $178K 0.03% -664 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: 1,093 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,076 shares; 2026Q1: 1,076 shares; 2026Q2: 1,076 shares 1,076 $177K 0.03% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,403 shares; 2024Q4: 4,686 shares; 2025Q1: 4,759 shares; 2025Q2: 4,720 shares; 2025Q3: 4,848 shares; 2025Q4: 22 shares; 2026Q1: 4,608 shares; 2026Q2: 2,571 shares 2,571 $176K 0.03% -2,037 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 2,408 shares; 2025Q3: 2,433 shares; 2025Q4: 2,501 shares; 2026Q1: 2,419 shares; 2026Q2: 1,533 shares 1,533 $176K 0.03% -886 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: 145 shares; 2024Q4: 185 shares; 2025Q1: 227 shares; 2025Q2: 281 shares; 2025Q3: 308 shares; 2025Q4: 325 shares; 2026Q1: 213 shares; 2026Q2: 233 shares 233 $174K 0.03% +20 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,296 shares; 2024Q4: 1,097 shares; 2025Q1: 999 shares; 2025Q2: 1,220 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,247 shares; 2026Q2: 1,247 shares 1,247 $174K 0.03% 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: 31,011 shares; 2024Q4: 27,363 shares; 2025Q1: 29,042 shares; 2025Q2: 22,470 shares; 2025Q3: 23,328 shares; 2025Q4: 7,647 shares; 2026Q1: 7,204 shares; 2026Q2: 7,091 shares 7,091 $174K 0.03% -113 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: not reported; 2024Q4: 401 shares; 2025Q1: 402 shares; 2025Q2: 403 shares; 2025Q3: 404 shares; 2025Q4: 405 shares; 2026Q1: 406 shares; 2026Q2: 407 shares 407 $174K 0.03% +1 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 262 shares; 2025Q1: 271 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares; 2026Q2: 260 shares 260 $166K 0.03% +19 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 695 shares; 2024Q4: 696 shares; 2025Q1: 700 shares; 2025Q2: 701 shares; 2025Q3: 725 shares; 2025Q4: 755 shares; 2026Q1: 733 shares; 2026Q2: 633 shares 633 $165K 0.03% -100 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 1,071 shares; 2025Q1: 2,100 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,800 shares; 2026Q2: 2,800 shares 2,800 $162K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323 shares; 2024Q4: 323 shares; 2025Q1: 312 shares; 2025Q2: 558 shares; 2025Q3: 555 shares; 2025Q4: 571 shares; 2026Q1: 497 shares; 2026Q2: 489 shares 489 $161K 0.03% -8 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: 1,621 shares; 2024Q4: 1,693 shares; 2025Q1: 1,684 shares; 2025Q2: 1,666 shares; 2025Q3: 1,691 shares; 2025Q4: 1,491 shares; 2026Q1: 1,529 shares; 2026Q2: 1,289 shares 1,289 $160K 0.03% -240 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 708 shares; 2024Q4: 707 shares; 2025Q1: 507 shares; 2025Q2: 486 shares; 2025Q3: 500 shares; 2025Q4: 4,740 shares; 2026Q1: 4,571 shares; 2026Q2: 3,679 shares 3,679 $157K 0.03% -892 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares; 2026Q2: 1,054 shares 1,054 $156K 0.03% +40 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,443 shares; 2026Q1: 1,443 shares; 2026Q2: 1,611 shares 1,611 $156K 0.03% +168 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: 1,604 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 1,663 shares; 2026Q1: 1,852 shares; 2026Q2: 1,852 shares 1,852 $153K 0.03% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 400 shares; 2026Q2: 404 shares 404 $150K 0.03% +4 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,153 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares; 2026Q1: 1,223 shares; 2026Q2: 1,223 shares 1,223 $146K 0.03% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451 shares; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 1,451 shares; 2025Q4: 451 shares; 2026Q1: 3,946 shares; 2026Q2: 3,946 shares 3,946 $145K 0.03% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686 shares; 2024Q4: 686 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 700 shares; 2025Q4: 730 shares; 2026Q1: 825 shares; 2026Q2: 930 shares 930 $141K 0.03% +105 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY 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: 13,641 shares; 2025Q4: 11,267 shares; 2026Q1: 11,267 shares; 2026Q2: 11,267 shares 11,267 $139K 0.03% 0 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: 291 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 268 shares; 2026Q2: 268 shares 268 $136K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,107 shares; 2025Q1: 1,806 shares; 2025Q2: 1,664 shares; 2025Q3: 1,010 shares; 2025Q4: 4,147 shares; 2026Q1: 954 shares; 2026Q2: 456 shares 456 $134K 0.02% -498 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $132K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 483 shares; 2025Q1: 488 shares; 2025Q2: 491 shares; 2025Q3: 483 shares; 2025Q4: 489 shares; 2026Q1: 477 shares; 2026Q2: 473 shares 473 $130K 0.02% -4 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,158 shares; 2024Q4: 5,639 shares; 2025Q1: 5,742 shares; 2025Q2: 5,765 shares; 2025Q3: 6,024 shares; 2025Q4: 59 shares; 2026Q1: 6,026 shares; 2026Q2: 4,603 shares 4,603 $130K 0.02% -1,423 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: 489 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 489 shares 489 $127K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,596 shares; 2024Q4: 1,596 shares; 2025Q1: 1,596 shares; 2025Q2: 1,596 shares; 2025Q3: 1,596 shares; 2025Q4: 1,596 shares; 2026Q1: 1,632 shares; 2026Q2: 1,632 shares 1,632 $126K 0.02% 0 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864,961 shares; 2024Q4: 17,208 shares; 2025Q1: 17,208 shares; 2025Q2: 7,308 shares; 2025Q3: 7,308 shares; 2025Q4: 7,308 shares; 2026Q1: 4,283 shares; 2026Q2: 4,283 shares 4,283 $124K 0.02% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,462 shares; 2024Q4: 10,893 shares; 2025Q1: 11,502 shares; 2025Q2: 9,874 shares; 2025Q3: 11,239 shares; 2025Q4: 35 shares; 2026Q1: 7,484 shares; 2026Q2: 5,091 shares 5,091 $122K 0.02% -2,393 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 1,630 shares; 2026Q2: 870 shares 870 $121K 0.02% -760 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: 1,244 shares; 2024Q4: 3,732 shares; 2025Q1: 3,732 shares; 2025Q2: 3,832 shares; 2025Q3: 3,832 shares; 2025Q4: 3,732 shares; 2026Q1: 3,732 shares; 2026Q2: 3,732 shares 3,732 $118K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,086 shares; 2024Q4: 1,086 shares; 2025Q1: 1,086 shares; 2025Q2: 1,086 shares; 2025Q3: 1,211 shares; 2025Q4: 1,276 shares; 2026Q1: 1,150 shares; 2026Q2: 1,085 shares 1,085 $117K 0.02% -65 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; 2024Q3: 3,285 shares; 2024Q4: 6,110 shares; 2025Q1: 7,694 shares; 2025Q2: 7,526 shares; 2025Q3: 7,318 shares; 2025Q4: 10,277 shares; 2026Q1: 4,403 shares; 2026Q2: 5,053 shares 5,053 $117K 0.02% +650 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612 shares; 2024Q4: 612 shares; 2025Q1: 973 shares; 2025Q2: 975 shares; 2025Q3: 977 shares; 2025Q4: 976 shares; 2026Q1: 976 shares; 2026Q2: 976 shares 976 $114K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: 493 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 403 shares; 2026Q2: 402 shares 402 $113K 0.02% -1 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: 1,252 shares; 2024Q4: 1,252 shares; 2025Q1: 1,231 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares; 2025Q4: 1,231 shares; 2026Q1: 1,231 shares; 2026Q2: 1,231 shares 1,231 $113K 0.02% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $110K 0.02% 0 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: 877 shares; 2024Q4: 854 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 708 shares; 2026Q1: 698 shares; 2026Q2: 698 shares 698 $108K 0.02% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 764 shares; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 762 shares; 2025Q3: 762 shares; 2025Q4: 753 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $105K 0.02% 0 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1,166 shares; 2026Q1: 1,166 shares; 2026Q2: 1,262 shares 1,262 $105K 0.02% +96 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 315 shares 315 $100K 0.02% +5 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $97.7K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 217 shares; 2025Q4: 317 shares; 2026Q1: 295 shares; 2026Q2: 298 shares 298 $93.7K 0.02% +3 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: 1,437 shares; 2025Q1: 1,468 shares; 2025Q2: 417 shares; 2025Q3: 417 shares; 2025Q4: 450 shares; 2026Q1: 382 shares; 2026Q2: 380 shares 380 $93.6K 0.02% -2 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,103 shares; 2024Q4: 1,103 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares; 2026Q2: 1,180 shares 1,180 $87.9K 0.02% -23 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $86.8K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,032 shares; 2026Q1: 926 shares; 2026Q2: 926 shares 926 $86.5K 0.02% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 447 shares 447 $86.4K 0.02% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: 523 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 382 shares; 2026Q2: 382 shares 382 $83.4K 0.02% 0 Timeline ATI ATI INC More: the full row for ATI 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: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $82.8K 0.02% 0 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: 293 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 333 shares; 2026Q1: 375 shares; 2026Q2: 444 shares 444 $81K 0.01% +69 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: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 580 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 574 shares; 2026Q2: 564 shares 564 $80.7K 0.01% -10 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,619 shares; 2024Q4: 1,519 shares; 2025Q1: 1,519 shares; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $80.6K 0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $80.5K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $79.9K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,470 shares; 2024Q4: 3,341 shares; 2025Q1: 3,606 shares; 2025Q2: 3,824 shares; 2025Q3: 4,500 shares; 2025Q4: not reported; 2026Q1: 4,125 shares; 2026Q2: 1,799 shares 1,799 $79.2K 0.01% -2,326 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 314,261 shares; 2025Q1: 318,815 shares; 2025Q2: 316,618 shares; 2025Q3: 320,192 shares; 2025Q4: 295,019 shares; 2026Q1: 297,589 shares; 2026Q2: 644 shares 644 $78.4K 0.01% -296,945 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,751 shares; 2024Q4: 1,320 shares; 2025Q1: 1,363 shares; 2025Q2: 1,807 shares; 2025Q3: 1,878 shares; 2025Q4: 1,828 shares; 2026Q1: 1,794 shares; 2026Q2: 350 shares 350 $78K 0.01% -1,444 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: 33 shares; 2024Q4: 44 shares; 2025Q1: 52 shares; 2025Q2: 66 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 101 shares 101 $77.1K 0.01% +32 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: 396 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 656 shares; 2026Q1: 114,781 shares; 2026Q2: 656 shares 656 $76.9K 0.01% -114,125 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 83 shares; 2026Q2: 89 shares 89 $76.4K 0.01% +6 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 38 shares; 2025Q3: 64 shares; 2025Q4: 346 shares; 2026Q1: 346 shares; 2026Q2: 350 shares 350 $75.6K 0.01% +4 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: 1,602 shares; 2024Q4: 1,602 shares; 2025Q1: 1,602 shares; 2025Q2: 1,602 shares; 2025Q3: 1,602 shares; 2025Q4: 1,602 shares; 2026Q1: 1,602 shares; 2026Q2: 1,568 shares 1,568 $73.1K 0.01% -34 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $70.9K 0.01% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 117 shares; 2026Q2: 92 shares 92 $67.8K 0.01% -25 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,206 shares; 2024Q4: 50,360 shares; 2025Q1: 50,664 shares; 2025Q2: 55,114 shares; 2025Q3: 45,404 shares; 2025Q4: 2,686 shares; 2026Q1: 2,572 shares; 2026Q2: 2,521 shares 2,521 $67.2K 0.01% -51 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 298 shares; 2025Q2: 296 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 274 shares; 2026Q2: 272 shares 272 $65.5K 0.01% -2 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: 241 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares; 2026Q2: 254 shares 254 $64.9K 0.01% +13 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: 82 shares; 2024Q4: 131 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 115 shares 115 $64.5K 0.01% +21 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: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 478 shares; 2026Q1: 420 shares; 2026Q2: 430 shares 430 $63K 0.01% +10 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 262 shares; 2025Q2: 1,245 shares; 2025Q3: 1,252 shares; 2025Q4: 1,436 shares; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $62.9K 0.01% 0 Timeline CVLG COVENANT LOGISTICS GROUP INC More: the full row for COVENANT LOGISTICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $61.9K 0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312 $61.8K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980 shares; 2024Q4: 2,940 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $61.8K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 155 shares; 2025Q1: 195 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 160 shares; 2026Q1: 200 shares; 2026Q2: 204 shares 204 $60.8K 0.01% +4 Timeline EWY 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: 200 shares; 2026Q2: 300 shares 300 $60.6K 0.01% +100 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 173 shares; 2026Q1: 226 shares; 2026Q2: 201 shares 201 $60.5K 0.01% -25 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: 98 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 95 shares; 2026Q2: 95 shares 95 $60.4K 0.01% 0 Timeline CLOU 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: 3,054 shares; 2024Q4: 3,051 shares; 2025Q1: 2,710 shares; 2025Q2: 2,689 shares; 2025Q3: 2,688 shares; 2025Q4: 2,664 shares; 2026Q1: 2,648 shares; 2026Q2: 2,648 shares 2,648 $60.2K 0.01% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 2,075 shares 2,075 $59.3K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,622 shares; 2024Q4: 3,105 shares; 2025Q1: 2,962 shares; 2025Q2: 2,462 shares; 2025Q3: 2,901 shares; 2025Q4: 352 shares; 2026Q1: 346 shares; 2026Q2: 346 shares 346 $58K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 251 shares; 2025Q1: 240 shares; 2025Q2: 230 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $57.8K 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: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 521 shares; 2026Q1: 521 shares; 2026Q2: 521 shares 521 $57.6K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 737 shares; 2024Q4: 737 shares; 2025Q1: 527 shares; 2025Q2: 533 shares; 2025Q3: 532 shares; 2025Q4: 431 shares; 2026Q1: 452 shares; 2026Q2: 487 shares 487 $56.8K 0.01% +35 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: 657 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 341 shares; 2026Q2: 350 shares 350 $56.7K 0.01% +9 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: 1,333 shares; 2024Q4: 1,333 shares; 2025Q1: 1,333 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares 1,333 $55.6K 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: 865 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares; 2026Q2: 1,297 shares 1,297 $55.2K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 918 shares; 2026Q1: 918 shares; 2026Q2: 918 shares 918 $55.2K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 552 shares; 2025Q3: 547 shares; 2025Q4: 498 shares; 2026Q1: 494 shares; 2026Q2: 491 shares 491 $54.5K 0.01% -3 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,450 shares 1,450 $53.9K 0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 235 shares; 2026Q2: 220 shares 220 $53.3K 0.01% -15 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: 631 shares; 2024Q4: 631 shares; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 631 shares; 2025Q4: 631 shares; 2026Q1: 631 shares; 2026Q2: 631 shares 631 $50.8K 0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $50.5K 0.01% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE 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 $49.8K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 497 shares 497 $49.2K 0.01% +483 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,740 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares; 2025Q4: 2,540 shares; 2026Q1: 2,080 shares; 2026Q2: 1,240 shares 1,240 $48.9K 0.01% -840 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 982 shares; 2024Q4: 1,808 shares; 2025Q1: 1,808 shares; 2025Q2: 1,807 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 2,507 shares; 2026Q2: 3,507 shares 3,507 $48.7K 0.01% +1,000 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: 361 shares; 2024Q4: 361 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $48.7K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872 shares; 2024Q4: 873 shares; 2025Q1: 647 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 687 shares; 2026Q1: 647 shares; 2026Q2: 660 shares 660 $48.4K 0.01% +13 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 418 shares; 2026Q1: 408 shares; 2026Q2: 413 shares 413 $47.5K 0.01% +5 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares; 2026Q2: 1,747 shares 1,747 $47.5K 0.01% +62 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 109 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 98 shares 98 $47.4K 0.01% +2 Timeline FITE 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: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $47.2K 0.01% 0 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: 30 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 67 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 136 shares 136 $46.4K 0.01% +57 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: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $46.2K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 1,700 shares; 2025Q1: 1,842 shares; 2025Q2: 1,950 shares; 2025Q3: 2,056 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares; 2026Q2: 1,925 shares 1,925 $45.5K 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: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $43.8K 0.01% 0 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $43.2K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992 shares; 2024Q4: 1,061 shares; 2025Q1: 1,087 shares; 2025Q2: 925 shares; 2025Q3: 942 shares; 2025Q4: 4,397 shares; 2026Q1: 971 shares; 2026Q2: 124 shares 124 $42.8K 0.01% -847 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: 1,222 shares; 2025Q1: 1,240 shares; 2025Q2: 1,229 shares; 2025Q3: 1,210 shares; 2025Q4: 9,746 shares; 2026Q1: 1,235 shares; 2026Q2: 1,118 shares 1,118 $42.6K 0.01% -117 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516 shares; 2024Q4: 1,514 shares; 2025Q1: 188 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 86 shares 86 $42.6K 0.01% +2 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: 166 shares; 2024Q4: 166 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 111 shares 111 $41.7K 0.01% +2 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 314 shares 314 $41.6K 0.01% 0 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 227 shares 227 $40.5K 0.01% +218 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $39.9K 0.01% 0 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: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 324 shares; 2025Q3: 609 shares; 2025Q4: 610 shares; 2026Q1: 538 shares; 2026Q2: 400 shares 400 $39.7K 0.01% -138 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: 271 shares; 2024Q4: 270 shares; 2025Q1: 270 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 182 shares; 2026Q2: 185 shares 185 $39.4K 0.01% +3 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82 shares; 2024Q4: 101 shares; 2025Q1: 90 shares; 2025Q2: 87 shares; 2025Q3: 81 shares; 2025Q4: 61 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $39.3K 0.01% 0 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: 235 shares; 2024Q4: 235 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 238 shares; 2025Q4: 287 shares; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $38.5K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322 shares; 2024Q4: 126 shares; 2025Q1: 92 shares; 2025Q2: 4,616 shares; 2025Q3: 5,213 shares; 2025Q4: 5,075 shares; 2026Q1: 799 shares; 2026Q2: 527 shares 527 $38K 0.01% -272 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202 shares; 2024Q4: 205 shares; 2025Q1: 202 shares; 2025Q2: 1,779 shares; 2025Q3: 1,806 shares; 2025Q4: 1,972 shares; 2026Q1: 1,970 shares; 2026Q2: 202 shares 202 $37.8K 0.01% -1,768 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429 $37.7K 0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236 shares; 2024Q4: 236 shares; 2025Q1: 236 shares; 2025Q2: 236 shares; 2025Q3: 236 shares; 2025Q4: 236 shares; 2026Q1: 236 shares; 2026Q2: 236 shares 236 $37.3K 0.01% 0 Timeline FPX 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: 177 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 177 shares; 2025Q3: 177 shares; 2025Q4: 177 shares; 2026Q1: 177 shares; 2026Q2: 177 shares 177 $36.5K 0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $36.3K 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 389 shares 389 $35.8K 0.01% +14 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 941 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 941 shares; 2026Q1: 931 shares; 2026Q2: 905 shares 905 $35.2K 0.01% -26 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879 shares; 2024Q4: 879 shares; 2025Q1: 879 shares; 2025Q2: 907 shares; 2025Q3: 771 shares; 2025Q4: 771 shares; 2026Q1: 771 shares; 2026Q2: 771 shares 771 $34.9K 0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,047 shares; 2024Q4: 4,047 shares; 2025Q1: 4,047 shares; 2025Q2: 3,267 shares; 2025Q3: 3,267 shares; 2025Q4: 2,508 shares; 2026Q1: 2,508 shares; 2026Q2: 658 shares 658 $34.5K 0.01% -1,850 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 607 shares; 2024Q4: 563 shares; 2025Q1: 583 shares; 2025Q2: 622 shares; 2025Q3: 620 shares; 2025Q4: 492 shares; 2026Q1: 505 shares; 2026Q2: 89 shares 89 $34.5K 0.01% -416 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP 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: 800 shares; 2025Q4: 1,800 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $33.9K 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: 1,201 shares; 2024Q4: 1,298 shares; 2025Q1: 1,323 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 124 shares 124 $33.7K 0.01% +2 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $33.7K 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: 420 shares; 2024Q4: 420 shares; 2025Q1: 374 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 10,536 shares; 2026Q1: 445 shares; 2026Q2: 384 shares 384 $32.5K 0.01% -61 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 346 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 20,797 shares; 2026Q1: 590 shares; 2026Q2: 513 shares 513 $32.3K 0.01% -77 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: 374 shares; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 4,255 shares; 2025Q3: 4,412 shares; 2025Q4: 4,759 shares; 2026Q1: 4,850 shares; 2026Q2: 439 shares 439 $32.1K 0.01% -4,411 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: 210 shares; 2024Q4: 210 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $31.4K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 156 shares 156 $31.4K 0.01% +3 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: 444 shares; 2024Q4: 444 shares; 2025Q1: 440 shares; 2025Q2: 439 shares; 2025Q3: 493 shares; 2025Q4: 280 shares; 2026Q1: 220 shares; 2026Q2: 239 shares 239 $31.2K 0.01% +19 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 96 shares; 2025Q2: 108 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 109 shares 109 $30.8K 0.01% +3 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $30.8K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 182 shares; 2025Q4: 162 shares; 2026Q1: 186 shares; 2026Q2: 200 shares 200 $30.7K 0.01% +14 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,434 shares; 2024Q4: 2,434 shares; 2025Q1: 2,467 shares; 2025Q2: 2,154 shares; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares; 2026Q1: 2,103 shares; 2026Q2: 2,240 shares 2,240 $30.3K 0.01% +137 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: 219 shares; 2024Q4: 219 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $30.2K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 244 shares 244 $29.6K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 64 shares 64 $28.9K 0.01% +2 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: 232 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 153 shares; 2025Q4: 174 shares; 2026Q1: 205 shares; 2026Q2: 306 shares 306 $28.2K 0.01% +101 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: 1,369 shares; 2024Q4: 1,442 shares; 2025Q1: 1,462 shares; 2025Q2: 1,486 shares; 2025Q3: 1,503 shares; 2025Q4: 1,403 shares; 2026Q1: 1,389 shares; 2026Q2: 169 shares 169 $28.2K 0.01% -1,220 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: 141 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 132 shares 132 $28.1K 0.01% +5 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 32 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $27.4K <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: 238 shares; 2024Q4: 238 shares; 2025Q1: 244 shares; 2025Q2: 257 shares; 2025Q3: 256 shares; 2025Q4: 253 shares; 2026Q1: 286 shares; 2026Q2: 286 shares 286 $27.4K <0.01% 0 Timeline FROG JFROG LTD More: the full row for JFROG 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: 300 shares; 2026Q2: 300 shares 300 $27.3K <0.01% 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: 112 shares; 2024Q4: 112 shares; 2025Q1: 112 shares; 2025Q2: 115 shares; 2025Q3: 114 shares; 2025Q4: 3,232 shares; 2026Q1: 136 shares; 2026Q2: 117 shares 117 $26.1K <0.01% -19 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 480 shares; 2026Q2: 480 shares 480 $25.7K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 898 shares; 2024Q4: 859 shares; 2025Q1: 134 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $25.1K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 218 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $24.8K <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: 402 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $24.7K <0.01% 0 Timeline SOXQ 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: 220 shares 220 $24.7K <0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 34 shares 34 $24.5K <0.01% +2 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: 100 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $24.2K <0.01% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS 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: 200 shares 200 $23.8K <0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,021 shares; 2024Q4: 50,381 shares; 2025Q1: 59,107 shares; 2025Q2: 60,797 shares; 2025Q3: 59,654 shares; 2025Q4: 59,805 shares; 2026Q1: 631 shares; 2026Q2: 471 shares 471 $23.3K <0.01% -160 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $23.1K <0.01% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 327 shares; 2026Q1: 1,079 shares; 2026Q2: 1,079 shares 1,079 $23K <0.01% 0 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: 486 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 203 shares 203 $22.9K <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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 54 shares; 2025Q3: 77 shares; 2025Q4: 75 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $22.7K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579 shares; 2024Q4: 579 shares; 2025Q1: 570 shares; 2025Q2: 574 shares; 2025Q3: 576 shares; 2025Q4: 574 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $22.5K <0.01% 0 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $22.4K <0.01% 0 Timeline UMAC UNUSUAL MACHS INC More: the full row for UNUSUAL MACHS 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: 979 shares; 2025Q4: 979 shares; 2026Q1: 979 shares; 2026Q2: 979 shares 979 $21.8K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,210 shares; 2025Q4: 1,294 shares; 2026Q1: 981 shares; 2026Q2: 981 shares 981 $21.8K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322 shares; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 293 shares; 2026Q2: 304 shares 304 $21.8K <0.01% +11 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776 shares; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $21.2K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 15,680 shares; 2026Q1: 323 shares; 2026Q2: 227 shares 227 $21.2K <0.01% -96 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 73 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $21.1K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $20.6K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 273 shares; 2025Q4: 174 shares; 2026Q1: 188 shares; 2026Q2: 130 shares 130 $20.4K <0.01% -58 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 181 shares 181 $20.2K <0.01% +11 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: 272 shares; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $20.2K <0.01% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $20K <0.01% 0 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: 73 shares; 2024Q4: 69 shares; 2025Q1: 72 shares; 2025Q2: 69 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $19.9K <0.01% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC 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: 4,388 shares; 2025Q4: 4,388 shares; 2026Q1: 1,540 shares; 2026Q2: 1,540 shares 1,540 $19.8K <0.01% 0 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: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 82 shares 82 $19.5K <0.01% +4 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $19.1K <0.01% 0 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: 77 shares; 2024Q4: 77 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 74 shares; 2025Q4: 68 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $19K <0.01% 0 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: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 155 shares; 2025Q3: 153 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 195 shares 195 $18.9K <0.01% +11 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,843 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares; 2026Q2: 1,843 shares 1,843 $18.5K <0.01% 0 Timeline SAMG SILVERCREST ASSET MGMT GROUP More: the full row for SILVERCREST ASSET MGMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $18.2K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579 shares; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 574 shares; 2025Q3: 468 shares; 2025Q4: 364 shares; 2026Q1: 364 shares; 2026Q2: 364 shares 364 $18.1K <0.01% 0 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 197 shares; 2026Q2: 202 shares 202 $17.4K <0.01% +5 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114 shares; 2024Q4: 114 shares; 2025Q1: 153 shares; 2025Q2: 138 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 143 shares 143 $17.3K <0.01% +35 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $17.2K <0.01% 0 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 364 shares; 2026Q1: 364 shares; 2026Q2: 364 shares 364 $17.1K <0.01% 0 Timeline CMPX COMPASS THERAPEUTICS INC More: the full row for COMPASS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,750 shares 7,750 $17K <0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares; 2026Q2: 148 shares 148 $16.9K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $16.9K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 251 shares 251 $16.8K <0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 347 shares; 2026Q2: 352 shares 352 $16.8K <0.01% +5 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: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $16.7K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240 shares; 2024Q4: 236 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 169 shares 169 $16.6K <0.01% -12 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: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 172 shares 172 $16.6K <0.01% 0 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: 149 shares; 2024Q4: 87 shares; 2025Q1: 28 shares; 2025Q2: 24 shares; 2025Q3: 18 shares; 2025Q4: 20 shares; 2026Q1: 29 shares; 2026Q2: 32 shares 32 $16.5K <0.01% +3 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: 317 shares; 2024Q4: 317 shares; 2025Q1: 317 shares; 2025Q2: 287 shares; 2025Q3: 284 shares; 2025Q4: 272 shares; 2026Q1: 272 shares; 2026Q2: 229 shares 229 $16.5K <0.01% -43 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: 751 shares; 2026Q1: 495 shares; 2026Q2: 184 shares 184 $16.3K <0.01% -311 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: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $16.2K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 894 shares; 2026Q1: 27 shares; 2026Q2: 28 shares 28 $16.1K <0.01% +1 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: 119 shares; 2024Q4: 119 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101 $16.1K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $16K <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: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 135 shares; 2025Q4: 166 shares; 2026Q1: 135 shares; 2026Q2: 147 shares 147 $15.8K <0.01% +12 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: 153 shares; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 329 shares 329 $15.8K <0.01% +23 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $15.5K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $15.4K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470 shares; 2024Q4: 463 shares; 2025Q1: 158 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 110 shares 110 $15.3K <0.01% -20 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: 685 shares; 2024Q4: 712 shares; 2025Q1: 654 shares; 2025Q2: 654 shares; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 263 shares; 2026Q2: 313 shares 313 $15.3K <0.01% +50 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 440 shares; 2026Q2: 440 shares 440 $15.3K <0.01% 0 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: 341 shares; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214 $15.2K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 814 shares; 2026Q2: 836 shares 836 $15.1K <0.01% +22 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 163 shares; 2025Q3: 138 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $15K <0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 136 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $15K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 4,094 shares; 2026Q1: 79 shares; 2026Q2: 53 shares 53 $14.8K <0.01% -26 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $14.8K <0.01% 0 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: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 84 shares 84 $14.7K <0.01% +6 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $14.7K <0.01% 0 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: 114 shares; 2024Q4: 114 shares; 2025Q1: 360 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214 $14.6K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 259 shares; 2026Q2: 256 shares 256 $14.5K <0.01% -3 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED 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: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $14.3K <0.01% 0 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 577 shares; 2026Q2: 599 shares 599 $14.2K <0.01% +22 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 446 shares; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 441 shares; 2026Q2: 441 shares 441 $14.1K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,110 shares; 2024Q4: 3,833 shares; 2025Q1: 3,790 shares; 2025Q2: 3,882 shares; 2025Q3: 4,017 shares; 2025Q4: 77 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $13.9K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 127 shares; 2026Q1: 52 shares; 2026Q2: 41 shares 41 $13.6K <0.01% -11 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $13.1K <0.01% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $13K <0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 355 shares; 2026Q2: 355 shares 355 $13K <0.01% 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: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 60 shares; 2026Q1: 54 shares; 2026Q2: 59 shares 59 $12.8K <0.01% +5 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 57 shares 57 $12.7K <0.01% +9 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $12.6K <0.01% 0 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $12.6K <0.01% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 48 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $12.6K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 866 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 814 shares; 2025Q3: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares; 2026Q2: 791 shares 791 $12.6K <0.01% -23 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $12.5K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272 shares; 2024Q4: 317 shares; 2025Q1: 267 shares; 2025Q2: 323 shares; 2025Q3: 227 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 217 shares 217 $12.4K <0.01% -33 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 56 shares; 2026Q2: 58 shares 58 $12.3K <0.01% +2 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $12.2K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $12.1K <0.01% 0 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 57 shares 57 $12.1K <0.01% +1 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $12K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 92 shares; 2025Q4: 50 shares; 2026Q1: 2,020 shares; 2026Q2: 50 shares 50 $12K <0.01% -1,970 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 132 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $11.9K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156 shares; 2024Q4: 95 shares; 2025Q1: 107 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 288 shares 288 $11.9K <0.01% +193 Timeline CRH CRH PLC More: the full row for CRH 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: 100 shares; 2026Q2: 110 shares 110 $11.8K <0.01% +10 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 68 shares; 2026Q2: 71 shares 71 $11.7K <0.01% +3 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: 846 shares; 2024Q4: 846 shares; 2025Q1: 846 shares; 2025Q2: 371 shares; 2025Q3: 371 shares; 2025Q4: 371 shares; 2026Q1: 215 shares; 2026Q2: 245 shares 245 $11.6K <0.01% +30 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $11.5K <0.01% 0 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 207 shares; 2026Q2: 220 shares 220 $11.4K <0.01% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86 shares 86 $11.3K <0.01% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 143 shares; 2026Q2: 148 shares 148 $11.3K <0.01% +5 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $11.2K <0.01% 0 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: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $11.2K <0.01% 0 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 39 shares; 2026Q2: 44 shares 44 $11.1K <0.01% +5 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: 952 shares; 2024Q4: 991 shares; 2025Q1: 148 shares; 2025Q2: 133 shares; 2025Q3: 137 shares; 2025Q4: 109 shares; 2026Q1: 93 shares; 2026Q2: 54 shares 54 $11.1K <0.01% -39 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: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 143 shares 143 $10.9K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $10.9K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 88 shares; 2025Q1: not reported; 2025Q2: 272 shares; 2025Q3: 250 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 489 shares 489 $10.9K <0.01% +89 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares; 2026Q2: 1,234 shares 1,234 $10.8K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $10.7K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $10.6K <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: 52 shares; 2024Q4: 48 shares; 2025Q1: 39 shares; 2025Q2: 26 shares; 2025Q3: 2,197 shares; 2025Q4: 2,474 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $10.4K <0.01% 0 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $10.2K <0.01% 0 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 165 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 107 shares; 2026Q2: 124 shares 124 $10.1K <0.01% +17 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $10.1K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $10.1K <0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $10.1K <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: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 47 shares 47 $9.96K <0.01% -9 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: 35 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 25 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $9.95K <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: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $9.91K <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: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $9.79K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 184 shares 184 $9.78K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 36 shares 36 $9.71K <0.01% -6 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 10 shares; 2025Q1: 64 shares; 2025Q2: 17 shares; 2025Q3: 131 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $9.6K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $9.58K <0.01% 0 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464 shares; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 464 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 464 shares 464 $9.51K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 57 shares 57 $9.29K <0.01% -5 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $9.21K <0.01% 0 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 29 shares 29 $9.19K <0.01% -4 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $9.18K <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: 9,830 shares; 2024Q4: 9,660 shares; 2025Q1: 3,580 shares; 2025Q2: 740 shares; 2025Q3: 746 shares; 2025Q4: 743 shares; 2026Q1: 411 shares; 2026Q2: 220 shares 220 $9.16K <0.01% -191 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 195 shares; 2026Q2: 195 shares 195 $9.13K <0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,721 shares; 2025Q1: 2,760 shares; 2025Q2: 2,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,249 shares; 2026Q1: 249 shares; 2026Q2: 310 shares 310 $9.09K <0.01% +61 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: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $9.01K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $8.91K <0.01% 0 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,447 shares; 2024Q4: 1,447 shares; 2025Q1: 1,447 shares; 2025Q2: 1,447 shares; 2025Q3: 1,447 shares; 2025Q4: 1,447 shares; 2026Q1: 1,447 shares; 2026Q2: 1,447 shares 1,447 $8.9K <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: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 1,136 shares; 2025Q4: 1,209 shares; 2026Q1: 46 shares; 2026Q2: 48 shares 48 $8.86K <0.01% +2 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: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 15 shares; 2026Q2: 18 shares 18 $8.84K <0.01% +3 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $8.83K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,216 shares; 2024Q4: 1,431 shares; 2025Q1: 547 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares; 2026Q2: 416 shares 416 $8.78K <0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $8.66K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 32 shares 32 $8.58K <0.01% -13 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761 shares; 2024Q4: 735 shares; 2025Q1: 735 shares; 2025Q2: 735 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 644 shares; 2026Q2: 644 shares 644 $8.53K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 961 shares; 2024Q4: 326 shares; 2025Q1: 326 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 30 shares; 2026Q1: 25 shares; 2026Q2: 94 shares 94 $8.5K <0.01% +69 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $8.44K <0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 8 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $8.36K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 226 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $8.35K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 116 shares; 2026Q2: 100 shares 100 $8.33K <0.01% -16 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $8.32K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 6 shares 6 $8.31K <0.01% +1 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $8.15K <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: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $8.13K <0.01% 0 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $8.11K <0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $8.06K <0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 11 shares; 2025Q3: 18 shares; 2025Q4: 16 shares; 2026Q1: 19 shares; 2026Q2: 18 shares 18 $8.03K <0.01% -1 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 200 shares; 2025Q1: 295 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $7.82K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 123 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 102 shares 102 $7.8K <0.01% -19 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 40 shares 40 $7.78K <0.01% -3 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 107 shares; 2026Q2: 107 shares 107 $7.68K <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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 53 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $7.68K <0.01% 0 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; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 30 shares 30 $7.68K <0.01% +4 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: 379 shares; 2024Q4: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $7.62K <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: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 9 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $7.59K <0.01% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $7.58K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138 shares; 2024Q4: 232 shares; 2025Q1: 218 shares; 2025Q2: 114 shares; 2025Q3: 108 shares; 2025Q4: 102 shares; 2026Q1: 91 shares; 2026Q2: 95 shares 95 $7.5K <0.01% +4 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 183 shares 183 $7.49K <0.01% 0 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: 42 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 22 shares 22 $7.45K <0.01% -15 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP 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 $7.39K <0.01% 0 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $7.37K <0.01% 0 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: 19 shares 19 $7.33K <0.01% new Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 1,000 shares 1,000 $7.26K <0.01% new 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: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $7.25K <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $7.17K <0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $7.17K <0.01% 0 Timeline