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: 101,959 shares; 2024Q4: 103,932 shares; 2025Q1: 103,236 shares; 2025Q2: 100,329 shares; 2025Q3: 99,549 shares; 2025Q4: 96,765 shares; 2026Q1: 97,360 shares; 2026Q2: 98,482 shares 98,482 $47M 6.74% +1,122 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: 161,248 shares; 2024Q4: 144,287 shares; 2025Q1: 123,645 shares; 2025Q2: 119,501 shares; 2025Q3: 116,986 shares; 2025Q4: 115,808 shares; 2026Q1: 116,523 shares; 2026Q2: 107,614 shares 107,614 $40.7M 5.83% -8,909 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: 66,296 shares; 2024Q4: 66,086 shares; 2025Q1: 71,140 shares; 2025Q2: 69,451 shares; 2025Q3: 71,223 shares; 2025Q4: 70,751 shares; 2026Q1: 71,374 shares; 2026Q2: 71,980 shares 71,980 $26.9M 3.85% +606 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: 32,361 shares; 2024Q4: 34,231 shares; 2025Q1: 35,621 shares; 2025Q2: 35,246 shares; 2025Q3: 35,360 shares; 2025Q4: 35,644 shares; 2026Q1: 35,781 shares; 2026Q2: 35,293 shares 35,293 $25.4M 3.64% -488 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: 62,452 shares; 2024Q4: 63,490 shares; 2025Q1: 66,168 shares; 2025Q2: 63,796 shares; 2025Q3: 63,964 shares; 2025Q4: 63,587 shares; 2026Q1: 63,729 shares; 2026Q2: 65,113 shares 65,113 $23.3M 3.33% +1,384 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: 63,794 shares; 2024Q4: 64,411 shares; 2025Q1: 64,793 shares; 2025Q2: 64,611 shares; 2025Q3: 64,156 shares; 2025Q4: 64,540 shares; 2026Q1: 64,425 shares; 2026Q2: 64,373 shares 64,373 $21.1M 3.02% -52 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: 58,160 shares; 2024Q4: 58,784 shares; 2025Q1: 53,064 shares; 2025Q2: 52,034 shares; 2025Q3: 52,523 shares; 2025Q4: 53,851 shares; 2026Q1: 54,358 shares; 2026Q2: 54,021 shares 54,021 $15.6M 2.24% -337 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: 102,307 shares; 2024Q4: 104,024 shares; 2025Q1: 101,018 shares; 2025Q2: 101,072 shares; 2025Q3: 99,971 shares; 2025Q4: 112,149 shares; 2026Q1: 117,921 shares; 2026Q2: 116,857 shares 116,857 $13.8M 1.97% -1,064 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: 630 shares; 2024Q4: 104,586 shares; 2025Q1: 111,470 shares; 2025Q2: 109,574 shares; 2025Q3: 109,930 shares; 2025Q4: 111,213 shares; 2026Q1: 112,831 shares; 2026Q2: 115,709 shares 115,709 $13.3M 1.9% +2,878 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: 121,293 shares; 2024Q4: 118,092 shares; 2025Q1: 120,115 shares; 2025Q2: 117,693 shares; 2025Q3: 116,008 shares; 2025Q4: 116,266 shares; 2026Q1: 116,562 shares; 2026Q2: 117,582 shares 117,582 $12.6M 1.8% +1,020 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: 19,635 shares; 2024Q4: 21,357 shares; 2025Q1: 22,327 shares; 2025Q2: 14,360 shares; 2025Q3: 14,854 shares; 2025Q4: 14,568 shares; 2026Q1: 60,161 shares; 2026Q2: 62,315 shares 62,315 $12.5M 1.79% +2,154 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: 33,704 shares; 2024Q4: 34,564 shares; 2025Q1: 35,274 shares; 2025Q2: 37,695 shares; 2025Q3: 38,587 shares; 2025Q4: 35,696 shares; 2026Q1: 35,797 shares; 2026Q2: 34,642 shares 34,642 $12.2M 1.75% -1,155 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: 23,772 shares; 2024Q4: 23,866 shares; 2025Q1: 23,746 shares; 2025Q2: 21,959 shares; 2025Q3: 24,296 shares; 2025Q4: 23,941 shares; 2026Q1: 23,587 shares; 2026Q2: 23,432 shares 23,432 $11.7M 1.68% -155 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: 26,699 shares; 2024Q4: 29,491 shares; 2025Q1: 29,189 shares; 2025Q2: 34,759 shares; 2025Q3: 34,796 shares; 2025Q4: 34,684 shares; 2026Q1: 34,794 shares; 2026Q2: 33,827 shares 33,827 $11.6M 1.66% -967 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: 31,121 shares; 2025Q1: 33,823 shares; 2025Q2: 33,430 shares; 2025Q3: 33,919 shares; 2025Q4: 34,421 shares; 2026Q1: 35,290 shares; 2026Q2: 25,602 shares 25,602 $11.1M 1.59% -9,688 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: 71,884 shares; 2024Q4: 62,343 shares; 2025Q1: 50,064 shares; 2025Q2: 45,056 shares; 2025Q3: 42,794 shares; 2025Q4: 42,624 shares; 2026Q1: 41,510 shares; 2026Q2: 41,882 shares 41,882 $10.6M 1.52% +372 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,181 shares; 2024Q4: 202,273 shares; 2025Q1: 173,885 shares; 2025Q2: 173,105 shares; 2025Q3: 168,271 shares; 2025Q4: 194,397 shares; 2026Q1: 150,142 shares; 2026Q2: 139,603 shares 139,603 $10.6M 1.52% -10,539 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: 23,396 shares; 2024Q4: 23,532 shares; 2025Q1: 21,732 shares; 2025Q2: 20,005 shares; 2025Q3: 20,014 shares; 2025Q4: 16,109 shares; 2026Q1: 15,759 shares; 2026Q2: 55,859 shares 55,859 $9.85M 1.41% +40,100 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,437 shares; 2025Q2: 91,635 shares; 2025Q3: 90,749 shares; 2025Q4: 90,849 shares; 2026Q1: 91,413 shares; 2026Q2: 92,865 shares 92,865 $9.29M 1.33% +1,452 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: 20,707 shares; 2024Q4: 20,576 shares; 2025Q1: 21,291 shares; 2025Q2: 21,498 shares; 2025Q3: 21,166 shares; 2025Q4: 21,289 shares; 2026Q1: 20,867 shares; 2026Q2: 20,808 shares 20,808 $8.87M 1.27% -59 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: 21,640 shares; 2024Q4: 30,497 shares; 2025Q1: 31,246 shares; 2025Q2: 32,290 shares; 2025Q3: 33,270 shares; 2025Q4: 36,438 shares; 2026Q1: 37,146 shares; 2026Q2: 37,081 shares 37,081 $8.84M 1.27% -65 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,086 shares; 2024Q4: 25,490 shares; 2025Q1: 27,310 shares; 2025Q2: 26,019 shares; 2025Q3: 25,861 shares; 2025Q4: 25,169 shares; 2026Q1: 23,330 shares; 2026Q2: 22,867 shares 22,867 $8.42M 1.21% -463 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,936 shares; 2024Q4: 81,403 shares; 2025Q1: 81,252 shares; 2025Q2: 80,616 shares; 2025Q3: 54,082 shares; 2025Q4: 53,397 shares; 2026Q1: 53,613 shares; 2026Q2: 54,300 shares 54,300 $7.95M 1.14% +687 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: 95,991 shares; 2024Q4: 95,467 shares; 2025Q1: 96,871 shares; 2025Q2: 94,136 shares; 2025Q3: 131,881 shares; 2025Q4: 131,997 shares; 2026Q1: 131,375 shares; 2026Q2: 132,375 shares 132,375 $7.54M 1.08% +1,000 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: 14,179 shares; 2024Q4: 14,288 shares; 2025Q1: 14,286 shares; 2025Q2: 14,370 shares; 2025Q3: 14,312 shares; 2025Q4: 14,156 shares; 2026Q1: 14,313 shares; 2026Q2: 14,441 shares 14,441 $7.49M 1.07% +128 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: 650 shares; 2024Q4: 584 shares; 2025Q1: 462 shares; 2025Q2: 585 shares; 2025Q3: 587 shares; 2025Q4: 2,853 shares; 2026Q1: 5,875 shares; 2026Q2: 5,815 shares 5,815 $6.97M 1% -60 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: 19,505 shares; 2024Q4: 25,581 shares; 2025Q1: 25,556 shares; 2025Q2: 25,368 shares; 2025Q3: 24,808 shares; 2025Q4: 19,598 shares; 2026Q1: 19,532 shares; 2026Q2: 19,625 shares 19,625 $6.69M 0.96% +93 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: 29,659 shares; 2024Q4: 29,932 shares; 2025Q1: 28,778 shares; 2025Q2: 28,991 shares; 2025Q3: 27,887 shares; 2025Q4: 27,294 shares; 2026Q1: 26,795 shares; 2026Q2: 26,493 shares 26,493 $6.67M 0.96% -302 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: 15,206 shares; 2024Q4: 15,132 shares; 2025Q1: 15,211 shares; 2025Q2: 15,025 shares; 2025Q3: 13,359 shares; 2025Q4: 13,159 shares; 2026Q1: 13,263 shares; 2026Q2: 13,233 shares 13,233 $6.57M 0.94% -30 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: 18,625 shares; 2024Q4: 18,622 shares; 2025Q1: 17,762 shares; 2025Q2: 17,220 shares; 2025Q3: 16,918 shares; 2025Q4: 16,822 shares; 2026Q1: 16,752 shares; 2026Q2: 17,048 shares 17,048 $6.18M 0.89% +296 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: not reported; 2024Q4: not reported; 2025Q1: 135 shares; 2025Q2: 200 shares; 2025Q3: 17,769 shares; 2025Q4: 17,609 shares; 2026Q1: 18,259 shares; 2026Q2: 18,084 shares 18,084 $6.05M 0.87% -175 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,385 shares; 2024Q4: 14,530 shares; 2025Q1: 14,523 shares; 2025Q2: 14,659 shares; 2025Q3: 19,146 shares; 2025Q4: 14,150 shares; 2026Q1: 14,321 shares; 2026Q2: 14,419 shares 14,419 $6.01M 0.86% +98 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: 101 shares; 2024Q4: 114 shares; 2025Q1: 13 shares; 2025Q2: 29,602 shares; 2025Q3: 30,227 shares; 2025Q4: 30,295 shares; 2026Q1: 31,102 shares; 2026Q2: 31,492 shares 31,492 $5.98M 0.86% +390 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: 24,420 shares; 2024Q4: 24,551 shares; 2025Q1: 24,941 shares; 2025Q2: 24,653 shares; 2025Q3: 22,544 shares; 2025Q4: 21,712 shares; 2026Q1: 21,513 shares; 2026Q2: 21,399 shares 21,399 $5.47M 0.78% -114 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: 537 shares; 2024Q4: 552 shares; 2025Q1: 4,940 shares; 2025Q2: 5,270 shares; 2025Q3: 5,853 shares; 2025Q4: 9,456 shares; 2026Q1: 9,737 shares; 2026Q2: 9,084 shares 9,084 $5.12M 0.73% -653 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: 55,357 shares; 2024Q4: 53,120 shares; 2025Q1: 55,632 shares; 2025Q2: 56,858 shares; 2025Q3: 56,135 shares; 2025Q4: 56,815 shares; 2026Q1: 59,359 shares; 2026Q2: 61,619 shares 61,619 $5.1M 0.73% +2,260 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,591 shares; 2025Q3: 52,397 shares; 2025Q4: 51,462 shares; 2026Q1: 53,516 shares; 2026Q2: 54,115 shares 54,115 $5.05M 0.72% +599 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: 34,774 shares; 2024Q4: 37,717 shares; 2025Q1: 37,766 shares; 2025Q2: 37,097 shares; 2025Q3: 37,324 shares; 2025Q4: 37,520 shares; 2026Q1: 47,075 shares; 2026Q2: 50,108 shares 50,108 $4.84M 0.69% +3,033 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,075 shares; 2024Q4: 61,389 shares; 2025Q1: 61,372 shares; 2025Q2: 58,659 shares; 2025Q3: 57,959 shares; 2025Q4: 59,201 shares; 2026Q1: 59,092 shares; 2026Q2: 58,963 shares 58,963 $4.79M 0.69% -129 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: 50,845 shares; 2024Q4: 50,379 shares; 2025Q1: 50,874 shares; 2025Q2: 48,166 shares; 2025Q3: 48,300 shares; 2025Q4: 49,008 shares; 2026Q1: 49,398 shares; 2026Q2: 53,973 shares 53,973 $4.74M 0.68% +4,575 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,010 shares; 2024Q4: 19,142 shares; 2025Q1: 18,958 shares; 2025Q2: 18,977 shares; 2025Q3: 18,556 shares; 2025Q4: 18,640 shares; 2026Q1: 18,713 shares; 2026Q2: 18,928 shares 18,928 $4.51M 0.65% +215 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 42,411 shares; 2026Q1: 54,560 shares; 2026Q2: 55,475 shares 55,475 $4.45M 0.64% +915 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,148 shares; 2024Q4: 16,154 shares; 2025Q1: 15,796 shares; 2025Q2: 15,424 shares; 2025Q3: 15,156 shares; 2025Q4: 15,117 shares; 2026Q1: 15,207 shares; 2026Q2: 15,024 shares 15,024 $4.43M 0.64% -183 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,896 shares; 2024Q4: 68,811 shares; 2025Q1: 67,315 shares; 2025Q2: 69,141 shares; 2025Q3: 67,886 shares; 2025Q4: 68,172 shares; 2026Q1: 62,185 shares; 2026Q2: 70,090 shares 70,090 $4.31M 0.62% +7,905 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,194 shares; 2024Q4: 215,967 shares; 2025Q1: 214,963 shares; 2025Q2: 210,578 shares; 2025Q3: 207,908 shares; 2025Q4: 206,703 shares; 2026Q1: 207,343 shares; 2026Q2: 208,339 shares 208,339 $4.18M 0.6% +996 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,474 shares; 2024Q4: 45,221 shares; 2025Q1: 51,556 shares; 2025Q2: 61,135 shares; 2025Q3: 62,723 shares; 2025Q4: 62,800 shares; 2026Q1: 76,454 shares; 2026Q2: 79,064 shares 79,064 $4.17M 0.6% +2,610 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 723 shares; 2026Q2: 27,533 shares 27,533 $4.17M 0.6% +26,810 Timeline JEPI 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: 79,459 shares; 2024Q4: 77,840 shares; 2025Q1: 76,592 shares; 2025Q2: 67,378 shares; 2025Q3: 66,254 shares; 2025Q4: 64,536 shares; 2026Q1: 64,798 shares; 2026Q2: 72,079 shares 72,079 $4.07M 0.58% +7,281 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: 10,791 shares; 2024Q4: 11,002 shares; 2025Q1: 10,987 shares; 2025Q2: 11,275 shares; 2025Q3: 11,077 shares; 2025Q4: 11,183 shares; 2026Q1: 11,104 shares; 2026Q2: 11,108 shares 11,108 $3.92M 0.56% +4 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,732 shares; 2024Q4: 74,853 shares; 2025Q1: 72,913 shares; 2025Q2: 74,145 shares; 2025Q3: 75,477 shares; 2025Q4: 76,938 shares; 2026Q1: 79,056 shares; 2026Q2: 76,269 shares 76,269 $3.86M 0.55% -2,787 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: 10,616 shares; 2024Q4: 10,616 shares; 2025Q1: 10,412 shares; 2025Q2: 10,012 shares; 2025Q3: 10,079 shares; 2025Q4: 10,128 shares; 2026Q1: 10,100 shares; 2026Q2: 10,260 shares 10,260 $3.8M 0.54% +160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84 shares; 2025Q3: 22,178 shares; 2025Q4: 17,641 shares; 2026Q1: 22,368 shares; 2026Q2: 22,354 shares 22,354 $3.75M 0.54% -14 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,648 shares; 2024Q4: 47,599 shares; 2025Q1: 50,487 shares; 2025Q2: 50,805 shares; 2025Q3: 55,659 shares; 2025Q4: 56,449 shares; 2026Q1: 60,342 shares; 2026Q2: 69,799 shares 69,799 $3.66M 0.52% +9,457 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,124 shares; 2024Q4: 107,889 shares; 2025Q1: 103,835 shares; 2025Q2: 101,772 shares; 2025Q3: 97,492 shares; 2025Q4: 93,288 shares; 2026Q1: 86,849 shares; 2026Q2: 87,812 shares 87,812 $3.65M 0.52% +963 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: 775 shares; 2024Q4: 798 shares; 2025Q1: 808 shares; 2025Q2: 792 shares; 2025Q3: 782 shares; 2025Q4: 782 shares; 2026Q1: 794 shares; 2026Q2: 19,808 shares 19,808 $3.53M 0.51% +19,014 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,214 shares; 2024Q4: 26,792 shares; 2025Q1: 25,927 shares; 2025Q2: 26,309 shares; 2025Q3: 26,573 shares; 2025Q4: 25,503 shares; 2026Q1: 26,667 shares; 2026Q2: 27,063 shares 27,063 $3.51M 0.5% +396 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,966 shares; 2024Q4: 59,753 shares; 2025Q1: 59,869 shares; 2025Q2: 61,558 shares; 2025Q3: 63,011 shares; 2025Q4: 64,906 shares; 2026Q1: 68,791 shares; 2026Q2: 68,656 shares 68,656 $3.5M 0.5% -135 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,506 shares; 2026Q2: 43,146 shares 43,146 $3.4M 0.49% +1,640 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,952 shares; 2024Q4: 15,727 shares; 2025Q1: 13,856 shares; 2025Q2: 13,775 shares; 2025Q3: 13,474 shares; 2025Q4: 12,894 shares; 2026Q1: 24,685 shares; 2026Q2: 25,738 shares 25,738 $3.29M 0.47% +1,053 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: 8,135 shares; 2024Q4: 9,300 shares; 2025Q1: 9,154 shares; 2025Q2: 9,253 shares; 2025Q3: 9,260 shares; 2025Q4: 9,079 shares; 2026Q1: 14,239 shares; 2026Q2: 14,828 shares 14,828 $3.23M 0.46% +589 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: 8,167 shares; 2024Q4: 7,796 shares; 2025Q1: 7,538 shares; 2025Q2: 7,350 shares; 2025Q3: 7,251 shares; 2025Q4: 6,489 shares; 2026Q1: 6,483 shares; 2026Q2: 6,041 shares 6,041 $3.03M 0.43% -442 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 39,206 shares; 2026Q2: 38,727 shares 38,727 $3.01M 0.43% -479 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: 2,527 shares; 2024Q4: 2,455 shares; 2025Q1: 2,405 shares; 2025Q2: 3,003 shares; 2025Q3: 3,028 shares; 2025Q4: 3,550 shares; 2026Q1: 3,819 shares; 2026Q2: 4,335 shares 4,335 $2.98M 0.43% +516 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: 27,558 shares; 2024Q4: 27,808 shares; 2025Q1: 27,736 shares; 2025Q2: 21,001 shares; 2025Q3: 21,166 shares; 2025Q4: 16,238 shares; 2026Q1: 20,642 shares; 2026Q2: 20,111 shares 20,111 $2.95M 0.42% -531 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: 11,129 shares; 2024Q4: 11,724 shares; 2025Q1: 11,741 shares; 2025Q2: 12,494 shares; 2025Q3: 12,619 shares; 2025Q4: 12,852 shares; 2026Q1: 13,057 shares; 2026Q2: 13,195 shares 13,195 $2.81M 0.4% +138 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,458 shares; 2025Q3: 13,870 shares; 2025Q4: 13,679 shares; 2026Q1: 16,758 shares; 2026Q2: 9,502 shares 9,502 $2.58M 0.37% -7,256 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: 17,472 shares; 2024Q4: 17,710 shares; 2025Q1: 18,130 shares; 2025Q2: 17,707 shares; 2025Q3: 17,504 shares; 2025Q4: 17,582 shares; 2026Q1: 17,058 shares; 2026Q2: 17,241 shares 17,241 $2.36M 0.34% +183 Timeline JQUA 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: 31,841 shares; 2024Q4: 33,964 shares; 2025Q1: 37,038 shares; 2025Q2: 39,149 shares; 2025Q3: 38,466 shares; 2025Q4: 38,864 shares; 2026Q1: 31,537 shares; 2026Q2: 31,785 shares 31,785 $2.3M 0.33% +248 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: 35,769 shares; 2024Q4: 38,845 shares; 2025Q1: 23,163 shares; 2025Q2: 34,371 shares; 2025Q3: 34,666 shares; 2025Q4: 35,318 shares; 2026Q1: 37,141 shares; 2026Q2: 38,556 shares 38,556 $2.27M 0.33% +1,415 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 160 shares; 2025Q2: 1,052 shares; 2025Q3: 7,573 shares; 2025Q4: 7,861 shares; 2026Q1: 9,359 shares; 2026Q2: 9,071 shares 9,071 $2.25M 0.32% -288 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: 8,437 shares; 2024Q4: 9,734 shares; 2025Q1: 9,408 shares; 2025Q2: 12,208 shares; 2025Q3: 12,303 shares; 2025Q4: 12,336 shares; 2026Q1: 14,214 shares; 2026Q2: 14,353 shares 14,353 $2.13M 0.31% +139 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: 2,061 shares; 2024Q4: 1,924 shares; 2025Q1: 2,056 shares; 2025Q2: 2,044 shares; 2025Q3: 2,004 shares; 2025Q4: 2,063 shares; 2026Q1: 2,054 shares; 2026Q2: 2,047 shares 2,047 $2.07M 0.3% -7 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: 15,873 shares; 2024Q4: 19,268 shares; 2025Q1: 18,319 shares; 2025Q2: 23,163 shares; 2025Q3: 20,422 shares; 2025Q4: 20,843 shares; 2026Q1: 25,581 shares; 2026Q2: 26,571 shares 26,571 $2.05M 0.29% +990 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: 18,750 shares; 2024Q4: 9,940 shares; 2025Q1: 9,840 shares; 2025Q2: 10,916 shares; 2025Q3: 11,172 shares; 2025Q4: 11,251 shares; 2026Q1: 12,001 shares; 2026Q2: 17,537 shares 17,537 $2.05M 0.29% +5,536 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: 199 shares; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 499 shares; 2025Q3: 25,668 shares; 2025Q4: 26,246 shares; 2026Q1: 25,494 shares; 2026Q2: 24,726 shares 24,726 $2.04M 0.29% -768 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,599 shares 36,599 $1.92M 0.27% new Timeline BTOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,660 shares; 2026Q2: 37,441 shares 37,441 $1.86M 0.27% +33,781 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: 29,821 shares; 2024Q4: 30,997 shares; 2025Q1: 28,943 shares; 2025Q2: 30,686 shares; 2025Q3: 30,934 shares; 2025Q4: 31,460 shares; 2026Q1: 30,730 shares; 2026Q2: 31,059 shares 31,059 $1.85M 0.27% +329 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,885 shares; 2024Q4: 43,085 shares; 2025Q1: 44,700 shares; 2025Q2: 45,205 shares; 2025Q3: 50,150 shares; 2025Q4: 61,672 shares; 2026Q1: 63,200 shares; 2026Q2: 62,335 shares 62,335 $1.57M 0.23% -865 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: 9,687 shares; 2024Q4: 9,093 shares; 2025Q1: 6,397 shares; 2025Q2: 6,905 shares; 2025Q3: 6,907 shares; 2025Q4: 7,581 shares; 2026Q1: 7,409 shares; 2026Q2: 6,071 shares 6,071 $1.55M 0.22% -1,338 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: 814 shares; 2024Q4: 872 shares; 2025Q1: 2,898 shares; 2025Q2: 1,839 shares; 2025Q3: 1,847 shares; 2025Q4: 2,077 shares; 2026Q1: 2,095 shares; 2026Q2: 2,073 shares 2,073 $1.55M 0.22% -22 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: 2,206 shares; 2024Q4: 2,676 shares; 2025Q1: 2,910 shares; 2025Q2: 3,526 shares; 2025Q3: 3,273 shares; 2025Q4: 6,758 shares; 2026Q1: 6,831 shares; 2026Q2: 8,073 shares 8,073 $1.54M 0.22% +1,242 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: 2,962 shares; 2024Q4: 2,808 shares; 2025Q1: 2,298 shares; 2025Q2: 442 shares; 2025Q3: 549 shares; 2025Q4: 2,433 shares; 2026Q1: 2,433 shares; 2026Q2: 2,066 shares 2,066 $1.49M 0.21% -367 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,898 shares; 2024Q4: 36,799 shares; 2025Q1: 46,462 shares; 2025Q2: 45,653 shares; 2025Q3: 49,183 shares; 2025Q4: 57,807 shares; 2026Q1: 61,533 shares; 2026Q2: 61,529 shares 61,529 $1.49M 0.21% -4 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,767 shares 10,767 $1.47M 0.21% new Timeline JMST 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: 21,721 shares; 2024Q4: 23,238 shares; 2025Q1: 56,028 shares; 2025Q2: 47,430 shares; 2025Q3: 25,120 shares; 2025Q4: 25,708 shares; 2026Q1: 28,043 shares; 2026Q2: 28,043 shares 28,043 $1.43M 0.2% 0 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 200 shares; 2025Q4: 1,188 shares; 2026Q1: 1,204 shares; 2026Q2: 8,858 shares 8,858 $1.41M 0.2% +7,654 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 648 shares; 2025Q2: 852 shares; 2025Q3: 829 shares; 2025Q4: 608 shares; 2026Q1: 2,082 shares; 2026Q2: 2,135 shares 2,135 $1.4M 0.2% +53 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,997 shares; 2024Q4: 18,364 shares; 2025Q1: 21,209 shares; 2025Q2: 21,209 shares; 2025Q3: 21,212 shares; 2025Q4: 20,862 shares; 2026Q1: 20,250 shares; 2026Q2: 22,544 shares 22,544 $1.39M 0.2% +2,294 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: 13,827 shares; 2024Q4: 13,724 shares; 2025Q1: 13,069 shares; 2025Q2: 13,350 shares; 2025Q3: 13,400 shares; 2025Q4: 16,650 shares; 2026Q1: 11,566 shares; 2026Q2: 11,647 shares 11,647 $1.37M 0.2% +81 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: 34,456 shares; 2024Q4: 101,386 shares; 2025Q1: 101,316 shares; 2025Q2: 99,103 shares; 2025Q3: 97,109 shares; 2025Q4: 102,924 shares; 2026Q1: 66,534 shares; 2026Q2: 42,950 shares 42,950 $1.36M 0.2% -23,584 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: 182 shares; 2024Q4: 533 shares; 2025Q1: 138 shares; 2025Q2: 128 shares; 2025Q3: 268 shares; 2025Q4: 2,828 shares; 2026Q1: 2,161 shares; 2026Q2: 1,659 shares 1,659 $1.22M 0.18% -502 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,202 shares; 2024Q4: 26,713 shares; 2025Q1: 28,257 shares; 2025Q2: 28,179 shares; 2025Q3: 28,195 shares; 2025Q4: 26,342 shares; 2026Q1: 35,910 shares; 2026Q2: 45,050 shares 45,050 $1.13M 0.16% +9,140 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: 38,746 shares; 2025Q3: 38,746 shares; 2025Q4: 38,746 shares; 2026Q1: 38,746 shares; 2026Q2: 38,746 shares 38,746 $1.07M 0.15% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,927 shares; 2024Q4: 72,932 shares; 2025Q1: 76,689 shares; 2025Q2: 76,547 shares; 2025Q3: 79,461 shares; 2025Q4: 83,626 shares; 2026Q1: 92,219 shares; 2026Q2: 41,649 shares 41,649 $1.01M 0.14% -50,570 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,120 shares; 2024Q4: 13,153 shares; 2025Q1: 13,668 shares; 2025Q2: 14,574 shares; 2025Q3: 14,874 shares; 2025Q4: 14,756 shares; 2026Q1: 9,959 shares; 2026Q2: 10,542 shares 10,542 $995K 0.14% +583 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: 10,517 shares; 2024Q4: 10,153 shares; 2025Q1: 6,562 shares; 2025Q2: 6,562 shares; 2025Q3: 6,562 shares; 2025Q4: 6,544 shares; 2026Q1: 6,423 shares; 2026Q2: 6,423 shares 6,423 $940K 0.13% 0 Timeline FDN 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: 3,915 shares; 2024Q4: 3,865 shares; 2025Q1: 3,815 shares; 2025Q2: 3,815 shares; 2025Q3: 3,815 shares; 2025Q4: 3,815 shares; 2026Q1: 3,815 shares; 2026Q2: 3,515 shares 3,515 $930K 0.13% -300 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,799 shares; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 6,550 shares; 2025Q3: 6,718 shares; 2025Q4: 11,830 shares; 2026Q1: 12,044 shares; 2026Q2: 13,047 shares 13,047 $930K 0.13% +1,003 Timeline QUS 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: 10,880 shares; 2024Q4: 10,957 shares; 2025Q1: 11,860 shares; 2025Q2: 11,360 shares; 2025Q3: 11,030 shares; 2025Q4: 11,073 shares; 2026Q1: 4,965 shares; 2026Q2: 4,970 shares 4,970 $929K 0.13% +5 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: 14,046 shares; 2024Q4: 13,047 shares; 2025Q1: 13,022 shares; 2025Q2: 12,439 shares; 2025Q3: 12,356 shares; 2025Q4: 11,741 shares; 2026Q1: 8,115 shares; 2026Q2: 9,373 shares 9,373 $928K 0.13% +1,258 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: 4,251 shares; 2026Q2: 4,549 shares 4,549 $918K 0.13% +298 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,578 shares; 2024Q4: 4,093 shares; 2025Q1: 4,101 shares; 2025Q2: 6,116 shares; 2025Q3: 6,125 shares; 2025Q4: 6,133 shares; 2026Q1: 6,550 shares; 2026Q2: 6,929 shares 6,929 $916K 0.13% +379 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: 272 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 397 shares; 2025Q3: 298 shares; 2025Q4: 338 shares; 2026Q1: 340 shares; 2026Q2: 3,007 shares 3,007 $907K 0.13% +2,667 Timeline FPEI 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: 78,180 shares; 2024Q4: 78,137 shares; 2025Q1: 69,339 shares; 2025Q2: 69,558 shares; 2025Q3: 65,191 shares; 2025Q4: 62,994 shares; 2026Q1: 59,271 shares; 2026Q2: 46,710 shares 46,710 $901K 0.13% -12,561 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,236 shares; 2024Q4: 7,985 shares; 2025Q1: 7,963 shares; 2025Q2: 7,963 shares; 2025Q3: 7,963 shares; 2025Q4: 8,316 shares; 2026Q1: 7,912 shares; 2026Q2: 7,912 shares 7,912 $873K 0.13% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,496 shares; 2024Q4: 1,444 shares; 2025Q1: 1,377 shares; 2025Q2: 1,979 shares; 2025Q3: 1,980 shares; 2025Q4: 1,982 shares; 2026Q1: 2,874 shares; 2026Q2: 2,888 shares 2,888 $868K 0.12% +14 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,163 shares 17,163 $867K 0.12% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 5,515 shares; 2025Q2: 6,815 shares; 2025Q3: 6,840 shares; 2025Q4: 7,185 shares; 2026Q1: 7,199 shares; 2026Q2: 15,113 shares 15,113 $840K 0.12% +7,914 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,643 shares; 2024Q4: 9,914 shares; 2025Q1: 3,825 shares; 2025Q2: 6,977 shares; 2025Q3: 7,061 shares; 2025Q4: 7,038 shares; 2026Q1: 8,395 shares; 2026Q2: 8,153 shares 8,153 $834K 0.12% -242 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: 16,002 shares; 2024Q4: 17,421 shares; 2025Q1: 18,085 shares; 2025Q2: 18,265 shares; 2025Q3: 14,933 shares; 2025Q4: 16,694 shares; 2026Q1: 17,498 shares; 2026Q2: 15,723 shares 15,723 $827K 0.12% -1,775 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: 24,056 shares; 2024Q4: 15,301 shares; 2025Q1: 13,604 shares; 2025Q2: 12,160 shares; 2025Q3: 11,255 shares; 2025Q4: 7,360 shares; 2026Q1: 6,463 shares; 2026Q2: 5,976 shares 5,976 $809K 0.12% -487 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: 13,710 shares; 2024Q4: 10,717 shares; 2025Q1: 13,967 shares; 2025Q2: 10,369 shares; 2025Q3: 10,309 shares; 2025Q4: 10,263 shares; 2026Q1: 9,868 shares; 2026Q2: 9,873 shares 9,873 $801K 0.11% +5 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: 1,416 shares; 2024Q4: 1,394 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,656 shares; 2026Q1: 1,572 shares; 2026Q2: 6,264 shares 6,264 $778K 0.11% +4,692 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: 1,030 shares; 2024Q4: 993 shares; 2025Q1: 869 shares; 2025Q2: 1,028 shares; 2025Q3: 900 shares; 2025Q4: 835 shares; 2026Q1: 816 shares; 2026Q2: 825 shares 825 $772K 0.11% +9 Timeline PFFV 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: 87,747 shares; 2024Q4: 88,326 shares; 2025Q1: 93,723 shares; 2025Q2: 94,638 shares; 2025Q3: 95,884 shares; 2025Q4: 90,153 shares; 2026Q1: 102,180 shares; 2026Q2: 34,884 shares 34,884 $768K 0.11% -67,296 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 2,760 shares; 2025Q1: 7,335 shares; 2025Q2: 11,131 shares; 2025Q3: 16,074 shares; 2025Q4: 26,534 shares; 2026Q1: 29,435 shares; 2026Q2: 32,972 shares 32,972 $764K 0.11% +3,537 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,723 shares; 2024Q4: 14,723 shares; 2025Q1: 12,709 shares; 2025Q2: 13,435 shares; 2025Q3: 12,985 shares; 2025Q4: 10,166 shares; 2026Q1: 9,262 shares; 2026Q2: 8,320 shares 8,320 $755K 0.11% -942 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: 3,869 shares; 2024Q4: 3,873 shares; 2025Q1: 3,877 shares; 2025Q2: 3,931 shares; 2025Q3: 3,774 shares; 2025Q4: 3,678 shares; 2026Q1: 3,681 shares; 2026Q2: 4,326 shares 4,326 $731K 0.1% +645 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,550 shares; 2024Q4: 2,269 shares; 2025Q1: 9,725 shares; 2025Q2: 1,121 shares; 2025Q3: 1,221 shares; 2025Q4: 1,208 shares; 2026Q1: 1,317 shares; 2026Q2: 2,107 shares 2,107 $713K 0.1% +790 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 1,942 shares; 2025Q1: 1,896 shares; 2025Q2: 1,897 shares; 2025Q3: 1,930 shares; 2025Q4: 1,936 shares; 2026Q1: 952 shares; 2026Q2: 941 shares 941 $705K 0.1% -11 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: 4,950 shares; 2024Q4: 19,803 shares; 2025Q1: 18,740 shares; 2025Q2: 18,742 shares; 2025Q3: 18,693 shares; 2025Q4: 18,695 shares; 2026Q1: 18,703 shares; 2026Q2: 20,581 shares 20,581 $696K 0.1% +1,878 Timeline JPST 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: 15,267 shares; 2024Q4: 15,270 shares; 2025Q1: 14,874 shares; 2025Q2: 14,878 shares; 2025Q3: 15,031 shares; 2025Q4: 15,115 shares; 2026Q1: 15,273 shares; 2026Q2: 13,308 shares 13,308 $673K 0.1% -1,965 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: 4,305 shares; 2024Q4: 4,305 shares; 2025Q1: 4,305 shares; 2025Q2: 4,305 shares; 2025Q3: 4,305 shares; 2025Q4: 4,395 shares; 2026Q1: 4,400 shares; 2026Q2: 4,380 shares 4,380 $667K 0.1% -20 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: 2,970 shares; 2024Q4: 141 shares; 2025Q1: 131 shares; 2025Q2: 307 shares; 2025Q3: 2,129 shares; 2025Q4: 1,096 shares; 2026Q1: 1,096 shares; 2026Q2: 1,033 shares 1,033 $655K 0.09% -63 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: 627 shares; 2024Q4: 780 shares; 2025Q1: 783 shares; 2025Q2: 1,244 shares; 2025Q3: 1,398 shares; 2025Q4: 2,260 shares; 2026Q1: 2,369 shares; 2026Q2: 2,325 shares 2,325 $654K 0.09% -44 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares; 2026Q1: 4,901 shares; 2026Q2: 5,166 shares 5,166 $651K 0.09% +265 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,412 shares; 2024Q4: 17,141 shares; 2025Q1: 17,862 shares; 2025Q2: 18,345 shares; 2025Q3: 20,128 shares; 2025Q4: 27,034 shares; 2026Q1: 26,004 shares; 2026Q2: 25,367 shares 25,367 $615K 0.09% -637 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: 555 shares; 2024Q4: 555 shares; 2025Q1: 420 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 637 shares; 2026Q1: 639 shares; 2026Q2: 541 shares 541 $576K 0.08% -98 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258 shares; 2024Q4: 262 shares; 2025Q1: 805 shares; 2025Q2: 4,840 shares; 2025Q3: 5,452 shares; 2025Q4: 14,600 shares; 2026Q1: 16,362 shares; 2026Q2: 26,240 shares 26,240 $572K 0.08% +9,878 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 266 shares; 2026Q1: 2,268 shares; 2026Q2: 2,275 shares 2,275 $560K 0.08% +7 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: 6,097 shares; 2024Q4: 9,836 shares; 2025Q1: 9,926 shares; 2025Q2: 9,118 shares; 2025Q3: 9,118 shares; 2025Q4: 9,054 shares; 2026Q1: 9,863 shares; 2026Q2: 11,936 shares 11,936 $559K 0.08% +2,073 Timeline GRID 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: 3,162 shares; 2024Q4: 3,165 shares; 2025Q1: 3,166 shares; 2025Q2: 3,172 shares; 2025Q3: 3,174 shares; 2025Q4: 3,176 shares; 2026Q1: 3,177 shares; 2026Q2: 2,866 shares 2,866 $550K 0.08% -311 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,735 shares; 2024Q4: 11,247 shares; 2025Q1: 11,898 shares; 2025Q2: 11,489 shares; 2025Q3: 11,502 shares; 2025Q4: 11,515 shares; 2026Q1: 10,477 shares; 2026Q2: 9,740 shares 9,740 $549K 0.08% -737 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,002 shares; 2024Q4: 22,455 shares; 2025Q1: 20,142 shares; 2025Q2: 20,914 shares; 2025Q3: 19,565 shares; 2025Q4: 18,257 shares; 2026Q1: 9,422 shares; 2026Q2: 9,179 shares 9,179 $545K 0.08% -243 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,230 shares; 2024Q4: 5,710 shares; 2025Q1: 5,710 shares; 2025Q2: 5,330 shares; 2025Q3: 5,120 shares; 2025Q4: 4,990 shares; 2026Q1: 4,990 shares; 2026Q2: 5,097 shares 5,097 $543K 0.08% +107 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $536K 0.08% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,243 shares; 2024Q4: 1,163 shares; 2025Q1: 1,128 shares; 2025Q2: 1,135 shares; 2025Q3: 1,135 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares; 2026Q2: 1,010 shares 1,010 $528K 0.08% -25 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: 5,417 shares; 2024Q4: 16,250 shares; 2025Q1: 15,105 shares; 2025Q2: 15,106 shares; 2025Q3: 15,106 shares; 2025Q4: 15,040 shares; 2026Q1: 15,040 shares; 2026Q2: 15,040 shares 15,040 $524K 0.08% 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: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares; 2026Q2: 1,583 shares 1,583 $523K 0.07% +1,305 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,125 shares; 2024Q4: 6,900 shares; 2025Q1: 15,700 shares; 2025Q2: 15,700 shares; 2025Q3: 15,700 shares; 2025Q4: 20,600 shares; 2026Q1: 19,825 shares; 2026Q2: 19,825 shares 19,825 $508K 0.07% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,765 shares; 2024Q4: 9,722 shares; 2025Q1: 8,503 shares; 2025Q2: 8,418 shares; 2025Q3: 8,210 shares; 2025Q4: 8,236 shares; 2026Q1: 6,982 shares; 2026Q2: 4,973 shares 4,973 $508K 0.07% -2,009 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,468 shares; 2024Q4: 4,183 shares; 2025Q1: 4,033 shares; 2025Q2: 3,131 shares; 2025Q3: 2,481 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares; 2026Q2: 1,741 shares 1,741 $506K 0.07% -69 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: 1,405 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,501 shares; 2025Q3: 3,239 shares; 2025Q4: 2,880 shares; 2026Q1: 2,267 shares; 2026Q2: 2,267 shares 2,267 $505K 0.07% 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: 1,603 shares; 2024Q4: 1,603 shares; 2025Q1: 1,603 shares; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,643 shares; 2026Q1: 1,582 shares; 2026Q2: 1,579 shares 1,579 $497K 0.07% -3 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: 24,582 shares; 2024Q4: 13,487 shares; 2025Q1: 9,394 shares; 2025Q2: 3,396 shares; 2025Q3: 3,006 shares; 2025Q4: 4,446 shares; 2026Q1: 4,452 shares; 2026Q2: 3,825 shares 3,825 $492K 0.07% -627 Timeline FIW 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: 3,312 shares; 2024Q4: 3,320 shares; 2025Q1: 3,324 shares; 2025Q2: 3,331 shares; 2025Q3: 3,440 shares; 2025Q4: 3,344 shares; 2026Q1: 3,851 shares; 2026Q2: 4,403 shares 4,403 $482K 0.07% +552 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,139 shares; 2025Q3: 8,139 shares; 2025Q4: 8,139 shares; 2026Q1: 8,139 shares; 2026Q2: 8,139 shares 8,139 $480K 0.07% 0 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: 630 shares; 2024Q4: 630 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $477K 0.07% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,525 shares; 2024Q4: 6,538 shares; 2025Q1: 6,463 shares; 2025Q2: 5,428 shares; 2025Q3: 5,295 shares; 2025Q4: 4,830 shares; 2026Q1: 4,589 shares; 2026Q2: 4,589 shares 4,589 $477K 0.07% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,207 shares; 2026Q2: 6,229 shares 6,229 $466K 0.07% +22 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 1,069 shares; 2026Q2: 1,870 shares 1,870 $444K 0.06% +801 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,149 shares; 2024Q4: 15,424 shares; 2025Q1: 15,718 shares; 2025Q2: 16,052 shares; 2025Q3: 16,427 shares; 2025Q4: 33,511 shares; 2026Q1: 34,124 shares; 2026Q2: 34,715 shares 34,715 $427K 0.06% +591 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,562 shares; 2024Q4: 6,642 shares; 2025Q1: 7,270 shares; 2025Q2: 10,491 shares; 2025Q3: 10,561 shares; 2025Q4: 8,257 shares; 2026Q1: 11,408 shares; 2026Q2: 20,412 shares 20,412 $425K 0.06% +9,004 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,930 shares; 2026Q2: 3,204 shares 3,204 $413K 0.06% +274 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,630 shares; 2024Q4: 1,630 shares; 2025Q1: 1,631 shares; 2025Q2: 2,082 shares; 2025Q3: 2,083 shares; 2025Q4: 4,887 shares; 2026Q1: 3,389 shares; 2026Q2: 2,703 shares 2,703 $411K 0.06% -686 Timeline KBWB 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: 3,620 shares; 2026Q2: 4,354 shares 4,354 $405K 0.06% +734 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: 3,118 shares; 2024Q4: 3,146 shares; 2025Q1: 3,171 shares; 2025Q2: 3,457 shares; 2025Q3: 3,486 shares; 2025Q4: 3,514 shares; 2026Q1: 3,539 shares; 2026Q2: 3,566 shares 3,566 $394K 0.06% +27 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612 shares; 2024Q4: 2,682 shares; 2025Q1: 3,340 shares; 2025Q2: 6,043 shares; 2025Q3: 6,043 shares; 2025Q4: 7,268 shares; 2026Q1: 10,007 shares; 2026Q2: 10,007 shares 10,007 $392K 0.06% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,578 shares; 2024Q4: 4,579 shares; 2025Q1: 3,880 shares; 2025Q2: 3,627 shares; 2025Q3: 2,277 shares; 2025Q4: 1,268 shares; 2026Q1: 1,270 shares; 2026Q2: 1,275 shares 1,275 $380K 0.05% +5 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: 6,496 shares; 2024Q4: 3,184 shares; 2025Q1: 2,951 shares; 2025Q2: 3,161 shares; 2025Q3: 2,833 shares; 2025Q4: 2,812 shares; 2026Q1: 2,812 shares; 2026Q2: 1,686 shares 1,686 $372K 0.05% -1,126 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,510 shares; 2024Q4: 8,010 shares; 2025Q1: 8,885 shares; 2025Q2: 10,679 shares; 2025Q3: 10,308 shares; 2025Q4: 10,311 shares; 2026Q1: 10,314 shares; 2026Q2: 10,100 shares 10,100 $371K 0.05% -214 Timeline IBMP 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: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 8,450 shares; 2026Q1: 8,450 shares; 2026Q2: 14,394 shares 14,394 $366K 0.05% +5,944 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,525 shares; 2024Q4: 2,525 shares; 2025Q1: 2,525 shares; 2025Q2: 2,525 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,529 shares; 2026Q2: 2,493 shares 2,493 $366K 0.05% -36 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: 643 shares; 2024Q4: 1,326 shares; 2025Q1: 1,184 shares; 2025Q2: 802 shares; 2025Q3: 808 shares; 2025Q4: 1,241 shares; 2026Q1: 1,482 shares; 2026Q2: 1,639 shares 1,639 $355K 0.05% +157 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: 40 shares; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 150 shares; 2026Q2: 178 shares 178 $353K 0.05% +28 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,225 shares; 2024Q4: 3,225 shares; 2025Q1: 3,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,226 shares; 2025Q4: 2,260 shares; 2026Q1: 2,237 shares; 2026Q2: 2,213 shares 2,213 $350K 0.05% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares; 2026Q1: 2,242 shares; 2026Q2: 2,242 shares 2,242 $346K 0.05% 0 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,690 shares; 2024Q4: 20,742 shares; 2025Q1: 21,713 shares; 2025Q2: 22,710 shares; 2025Q3: 23,090 shares; 2025Q4: 22,779 shares; 2026Q1: 10,031 shares; 2026Q2: 7,836 shares 7,836 $338K 0.05% -2,195 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,781 shares; 2024Q4: 4,781 shares; 2025Q1: 4,531 shares; 2025Q2: 5,346 shares; 2025Q3: 5,101 shares; 2025Q4: 4,286 shares; 2026Q1: 3,886 shares; 2026Q2: 3,816 shares 3,816 $336K 0.05% -70 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: 10,456 shares; 2024Q4: 31,436 shares; 2025Q1: 31,614 shares; 2025Q2: 33,625 shares; 2025Q3: 34,455 shares; 2025Q4: 34,336 shares; 2026Q1: 7,756 shares; 2026Q2: 8,910 shares 8,910 $328K 0.05% +1,154 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 12,900 shares; 2025Q2: 12,900 shares; 2025Q3: 12,900 shares; 2025Q4: 12,900 shares; 2026Q1: 12,900 shares; 2026Q2: 10,800 shares 10,800 $326K 0.05% -2,100 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 1,368 shares; 2026Q1: 1,734 shares; 2026Q2: 3,336 shares 3,336 $318K 0.05% +1,602 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 1,384 shares; 2025Q1: 615 shares; 2025Q2: 448 shares; 2025Q3: 643 shares; 2025Q4: 832 shares; 2026Q1: 839 shares; 2026Q2: 3,006 shares 3,006 $313K 0.04% +2,167 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,655 shares; 2026Q1: 3,661 shares; 2026Q2: 3,655 shares 3,655 $312K 0.04% -6 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: 498 shares; 2024Q4: 513 shares; 2025Q1: 604 shares; 2025Q2: 829 shares; 2025Q3: 703 shares; 2025Q4: 693 shares; 2026Q1: 705 shares; 2026Q2: 729 shares 729 $307K 0.04% +24 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: 10,733 shares; 2024Q4: 7,754 shares; 2025Q1: 7,815 shares; 2025Q2: 9,502 shares; 2025Q3: 9,478 shares; 2025Q4: 9,518 shares; 2026Q1: 8,451 shares; 2026Q2: 7,065 shares 7,065 $299K 0.04% -1,386 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: 5,661 shares; 2024Q4: 5,661 shares; 2025Q1: 7,250 shares; 2025Q2: 5,911 shares; 2025Q3: 7,511 shares; 2025Q4: 7,873 shares; 2026Q1: 4,853 shares; 2026Q2: 4,114 shares 4,114 $296K 0.04% -739 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: 31 shares; 2024Q4: 47 shares; 2025Q1: 290 shares; 2025Q2: 328 shares; 2025Q3: 429 shares; 2025Q4: 4,291 shares; 2026Q1: 3,955 shares; 2026Q2: 3,945 shares 3,945 $282K 0.04% -10 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 295 shares; 2025Q4: 4,252 shares; 2026Q1: 4,113 shares; 2026Q2: 3,818 shares 3,818 $280K 0.04% -295 Timeline IBTG 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: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 12,430 shares; 2026Q1: 12,230 shares; 2026Q2: 12,230 shares 12,230 $280K 0.04% 0 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: 2,665 shares; 2024Q4: 1,115 shares; 2025Q1: 1,602 shares; 2025Q2: 1,793 shares; 2025Q3: 1,443 shares; 2025Q4: 1,669 shares; 2026Q1: 1,674 shares; 2026Q2: 1,687 shares 1,687 $280K 0.04% +13 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: 1,040 shares; 2024Q4: 1,033 shares; 2025Q1: 1,030 shares; 2025Q2: 743 shares; 2025Q3: 685 shares; 2025Q4: 688 shares; 2026Q1: 767 shares; 2026Q2: 1,178 shares 1,178 $279K 0.04% +411 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: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 432 shares; 2026Q1: 762 shares; 2026Q2: 1,293 shares 1,293 $275K 0.04% +531 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: 3,787 shares; 2024Q4: 3,160 shares; 2025Q1: 2,585 shares; 2025Q2: 2,997 shares; 2025Q3: 2,981 shares; 2025Q4: 2,983 shares; 2026Q1: 2,938 shares; 2026Q2: 2,872 shares 2,872 $275K 0.04% -66 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,482 shares; 2024Q4: 3,312 shares; 2025Q1: 2,576 shares; 2025Q2: 2,606 shares; 2025Q3: 2,606 shares; 2025Q4: 2,452 shares; 2026Q1: 2,551 shares; 2026Q2: 2,580 shares 2,580 $274K 0.04% +29 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 5,668 shares; 2026Q1: 5,617 shares; 2026Q2: 5,617 shares 5,617 $272K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: 533 shares; 2025Q2: 600 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 725 shares 725 $271K 0.04% +121 Timeline BPRN PRINCETON BANCORP INC More: the full row for PRINCETON BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,009 shares; 2025Q2: 8,009 shares; 2025Q3: 7,394 shares; 2025Q4: 6,994 shares; 2026Q1: 6,994 shares; 2026Q2: 6,994 shares 6,994 $265K 0.04% 0 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: 6 shares; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,518 shares; 2026Q1: 1,794 shares; 2026Q2: 2,997 shares 2,997 $263K 0.04% +1,203 Timeline PBD 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: 6,569 shares; 2024Q4: 2,248 shares; 2025Q1: 6,592 shares; 2025Q2: 6,616 shares; 2025Q3: 6,668 shares; 2025Q4: 6,705 shares; 2026Q1: 11,718 shares; 2026Q2: 13,237 shares 13,237 $259K 0.04% +1,519 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 2,005 shares; 2026Q1: 2,005 shares; 2026Q2: 1,865 shares 1,865 $256K 0.04% -140 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: 650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,631 shares; 2026Q2: 1,616 shares 1,616 $256K 0.04% -15 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,989 shares; 2024Q4: 2,435 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,550 shares; 2025Q4: 1,550 shares; 2026Q1: 1,554 shares; 2026Q2: 1,556 shares 1,556 $244K 0.04% +2 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: 256 shares; 2024Q4: 6,349 shares; 2025Q1: 6,604 shares; 2025Q2: 6,571 shares; 2025Q3: 589 shares; 2025Q4: 544 shares; 2026Q1: 518 shares; 2026Q2: 1,558 shares 1,558 $244K 0.03% +1,040 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 4,750 shares; 2025Q3: 4,750 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $239K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,050 shares 1,050 $238K 0.03% -50 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: not reported; 2026Q1: 2,420 shares; 2026Q2: 2,965 shares 2,965 $236K 0.03% +545 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,350 shares; 2024Q4: 17,100 shares; 2025Q1: 22,850 shares; 2025Q2: 22,500 shares; 2025Q3: 21,450 shares; 2025Q4: 17,290 shares; 2026Q1: 16,870 shares; 2026Q2: 16,870 shares 16,870 $233K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 955 shares; 2026Q1: 970 shares; 2026Q2: 955 shares 955 $232K 0.03% -15 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,423 shares; 2024Q4: 4,878 shares; 2025Q1: 5,477 shares; 2025Q2: 4,915 shares; 2025Q3: 4,915 shares; 2025Q4: 4,960 shares; 2026Q1: 4,797 shares; 2026Q2: 5,438 shares 5,438 $231K 0.03% +641 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: 1,030 shares; 2024Q4: 1,140 shares; 2025Q1: 1,160 shares; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,948 shares; 2026Q1: 1,948 shares; 2026Q2: 1,948 shares 1,948 $228K 0.03% 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: 4,942 shares; 2024Q4: 5,142 shares; 2025Q1: 6,426 shares; 2025Q2: 5,231 shares; 2025Q3: 4,897 shares; 2025Q4: 4,897 shares; 2026Q1: 1,897 shares; 2026Q2: 1,242 shares 1,242 $225K 0.03% -655 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,669 shares; 2024Q4: 3,517 shares; 2025Q1: 1,662 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares; 2026Q2: 1,363 shares 1,363 $224K 0.03% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,353 shares; 2026Q2: 1,373 shares 1,373 $224K 0.03% +20 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: 4,725 shares; 2024Q4: 634 shares; 2025Q1: 609 shares; 2025Q2: 748 shares; 2025Q3: 749 shares; 2025Q4: 828 shares; 2026Q1: 830 shares; 2026Q2: 826 shares 826 $223K 0.03% -4 Timeline IBMQ 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: 4,705 shares; 2026Q1: 4,708 shares; 2026Q2: 8,633 shares 8,633 $221K 0.03% +3,925 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $219K 0.03% 0 Timeline CIBR 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: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,100 shares; 2025Q4: 4,221 shares; 2026Q1: 4,221 shares; 2026Q2: 2,421 shares 2,421 $218K 0.03% -1,800 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: 829 shares; 2024Q4: 829 shares; 2025Q1: 691 shares; 2025Q2: 1,007 shares; 2025Q3: 1,001 shares; 2025Q4: 1,064 shares; 2026Q1: 1,033 shares; 2026Q2: 920 shares 920 $209K 0.03% -113 Timeline NFBK NORTHFIELD BANCORP INC DEL More: the full row for NORTHFIELD BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,076 shares; 2024Q4: 14,076 shares; 2025Q1: 14,076 shares; 2025Q2: 14,076 shares; 2025Q3: 14,076 shares; 2025Q4: 14,076 shares; 2026Q1: 14,076 shares; 2026Q2: 14,076 shares 14,076 $207K 0.03% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 1,138 shares; 2026Q1: 1,121 shares; 2026Q2: 1,110 shares 1,110 $205K 0.03% -11 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: 159 shares; 2024Q4: 159 shares; 2025Q1: 132 shares; 2025Q2: 151 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 153 shares; 2026Q2: 174 shares 174 $205K 0.03% +21 Timeline EASG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,108 shares; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,168 shares; 2025Q3: 2,168 shares; 2025Q4: 2,224 shares; 2026Q1: 3,724 shares; 2026Q2: 5,296 shares 5,296 $203K 0.03% +1,572 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,337 shares; 2024Q4: 2,337 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,980 shares; 2026Q1: 1,980 shares; 2026Q2: 1,980 shares 1,980 $202K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 791 shares; 2025Q3: 1,291 shares; 2025Q4: 1,603 shares; 2026Q1: 1,613 shares; 2026Q2: 1,594 shares 1,594 $201K 0.03% -19 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: 382 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 739 shares; 2025Q4: 639 shares; 2026Q1: 622 shares; 2026Q2: 2,488 shares 2,488 $200K 0.03% +1,866 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares; 2026Q2: 1,629 shares 1,629 $199K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,532 shares; 2024Q4: 2,186 shares; 2025Q1: 2,086 shares; 2025Q2: 843 shares; 2025Q3: 1,843 shares; 2025Q4: 3,364 shares; 2026Q1: 3,369 shares; 2026Q2: 3,450 shares 3,450 $199K 0.03% +81 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 11,506 shares; 2026Q1: 17,121 shares; 2026Q2: 17,121 shares 17,121 $198K 0.03% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,826 shares; 2024Q4: 2,765 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,413 shares; 2026Q2: 2,399 shares 2,399 $197K 0.03% -14 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,796 shares; 2025Q1: 1,861 shares; 2025Q2: 2,071 shares; 2025Q3: 2,071 shares; 2025Q4: 1,711 shares; 2026Q1: 1,674 shares; 2026Q2: 1,674 shares 1,674 $196K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471 shares; 2024Q4: 1,257 shares; 2025Q1: 1,257 shares; 2025Q2: 1,437 shares; 2025Q3: 1,438 shares; 2025Q4: 1,614 shares; 2026Q1: 1,414 shares; 2026Q2: 1,423 shares 1,423 $195K 0.03% +9 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,490 shares; 2024Q4: 3,390 shares; 2025Q1: 2,486 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares; 2026Q2: 2,025 shares 2,025 $194K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,168 shares; 2024Q4: 23,351 shares; 2025Q1: 241 shares; 2025Q2: 474 shares; 2025Q3: 544 shares; 2025Q4: 495 shares; 2026Q1: 482 shares; 2026Q2: 453 shares 453 $188K 0.03% -29 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: 2,124 shares; 2024Q4: 2,124 shares; 2025Q1: 2,124 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 787 shares; 2026Q1: 787 shares; 2026Q2: 787 shares 787 $187K 0.03% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,920 shares; 2024Q4: 6,799 shares; 2025Q1: 6,334 shares; 2025Q2: 5,012 shares; 2025Q3: 3,832 shares; 2025Q4: 4,113 shares; 2026Q1: 4,185 shares; 2026Q2: 3,742 shares 3,742 $185K 0.03% -443 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: 359 shares; 2024Q4: 117 shares; 2025Q1: not reported; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 341 shares; 2026Q1: 341 shares; 2026Q2: 317 shares 317 $184K 0.03% -24 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: 474 shares; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares; 2026Q1: 669 shares; 2026Q2: 671 shares 671 $182K 0.03% +2 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: 989 shares; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 498 shares; 2026Q1: 500 shares; 2026Q2: 499 shares 499 $181K 0.03% -1 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,296 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares; 2025Q3: 985 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares; 2026Q2: 823 shares 823 $181K 0.03% -190 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,303 shares; 2026Q1: 4,103 shares; 2026Q2: 3,878 shares 3,878 $179K 0.03% -225 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551 shares; 2024Q4: 552 shares; 2025Q1: 118 shares; 2025Q2: 1,159 shares; 2025Q3: 1,160 shares; 2025Q4: 1,257 shares; 2026Q1: 1,257 shares; 2026Q2: 1,661 shares 1,661 $179K 0.03% +404 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,561 shares; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $175K 0.03% 0 Timeline SPYX 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: 1,222 shares; 2024Q4: 1,225 shares; 2025Q1: 1,168 shares; 2025Q2: 1,171 shares; 2025Q3: 1,174 shares; 2025Q4: 1,177 shares; 2026Q1: 1,982 shares; 2026Q2: 2,848 shares 2,848 $174K 0.02% +866 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: 1,404 shares; 2024Q4: 1,189 shares; 2025Q1: 740 shares; 2025Q2: 1,124 shares; 2025Q3: 1,189 shares; 2025Q4: 1,348 shares; 2026Q1: 1,357 shares; 2026Q2: 1,368 shares 1,368 $173K 0.02% +11 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: 24,587 shares; 2024Q4: 24,087 shares; 2025Q1: 23,265 shares; 2025Q2: 2,653 shares; 2025Q3: 2,653 shares; 2025Q4: 3,979 shares; 2026Q1: 3,982 shares; 2026Q2: 3,979 shares 3,979 $169K 0.02% -3 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: 1,831 shares; 2024Q4: 3,416 shares; 2025Q1: 2,470 shares; 2025Q2: 1,568 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,008 shares; 2026Q2: 1,183 shares 1,183 $165K 0.02% +175 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 967 shares; 2025Q1: 1,028 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,134 shares; 2026Q1: 1,134 shares; 2026Q2: 1,148 shares 1,148 $163K 0.02% +14 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: 17,883 shares; 2024Q4: 16,710 shares; 2025Q1: 17,233 shares; 2025Q2: 15,169 shares; 2025Q3: 14,954 shares; 2025Q4: 10,085 shares; 2026Q1: 6,532 shares; 2026Q2: 7,827 shares 7,827 $162K 0.02% +1,295 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: 724 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 893 shares; 2025Q3: 893 shares; 2025Q4: 893 shares; 2026Q1: 846 shares; 2026Q2: 721 shares 721 $161K 0.02% -125 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 1,278 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 221 shares; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $159K 0.02% 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: 1,694 shares; 2024Q4: 1,697 shares; 2025Q1: 1,699 shares; 2025Q2: 1,710 shares; 2025Q3: 1,706 shares; 2025Q4: 1,710 shares; 2026Q1: 1,629 shares; 2026Q2: 1,632 shares 1,632 $158K 0.02% +3 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 424 shares 424 $155K 0.02% +16 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 828 shares 828 $155K 0.02% new 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: 102 shares; 2024Q4: 102 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 134 shares; 2026Q1: 135 shares; 2026Q2: 136 shares 136 $154K 0.02% +1 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: 1,574 shares; 2024Q4: 1,626 shares; 2025Q1: 911 shares; 2025Q2: 1,259 shares; 2025Q3: 1,274 shares; 2025Q4: 1,304 shares; 2026Q1: 1,245 shares; 2026Q2: 1,338 shares 1,338 $152K 0.02% +93 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: 1,132 shares; 2025Q1: 738 shares; 2025Q2: 783 shares; 2025Q3: 683 shares; 2025Q4: 951 shares; 2026Q1: 952 shares; 2026Q2: 953 shares 953 $151K 0.02% +1 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: 1,879 shares; 2024Q4: 1,879 shares; 2025Q1: 1,880 shares; 2025Q2: 1,902 shares; 2025Q3: 1,227 shares; 2025Q4: 802 shares; 2026Q1: 632 shares; 2026Q2: 532 shares 532 $148K 0.02% -100 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,943 shares; 2024Q4: 4,818 shares; 2025Q1: 5,203 shares; 2025Q2: 6,953 shares; 2025Q3: 5,953 shares; 2025Q4: 5,333 shares; 2026Q1: 6,138 shares; 2026Q2: 4,388 shares 4,388 $146K 0.02% -1,750 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: 2,594 shares; 2024Q4: 2,596 shares; 2025Q1: 2,598 shares; 2025Q2: 2,600 shares; 2025Q3: 2,602 shares; 2025Q4: 2,669 shares; 2026Q1: 2,707 shares; 2026Q2: 2,709 shares 2,709 $145K 0.02% +2 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 2,190 shares; 2026Q1: 3,539 shares; 2026Q2: 3,414 shares 3,414 $144K 0.02% -125 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: 94 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 980 shares; 2026Q1: 991 shares; 2026Q2: 980 shares 980 $143K 0.02% -11 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561 shares; 2024Q4: 17,673 shares; 2025Q1: 292 shares; 2025Q2: 845 shares; 2025Q3: 847 shares; 2025Q4: 4,015 shares; 2026Q1: 906 shares; 2026Q2: 897 shares 897 $141K 0.02% -9 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: 186 shares; 2024Q4: 186 shares; 2025Q1: 236 shares; 2025Q2: 446 shares; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 947 shares; 2026Q2: 974 shares 974 $141K 0.02% +27 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 3,238 shares; 2025Q1: 3,247 shares; 2025Q2: 3,025 shares; 2025Q3: 3,025 shares; 2025Q4: 2,899 shares; 2026Q1: 2,819 shares; 2026Q2: 3,056 shares 3,056 $140K 0.02% +237 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: 115 shares; 2024Q4: 125 shares; 2025Q1: 115 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 206 shares; 2026Q1: 207 shares; 2026Q2: 144 shares 144 $139K 0.02% -63 Timeline VXF 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: 559 shares; 2026Q1: 559 shares; 2026Q2: 559 shares 559 $138K 0.02% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,483 shares; 2024Q4: 4,449 shares; 2025Q1: 4,408 shares; 2025Q2: 4,645 shares; 2025Q3: 7,026 shares; 2025Q4: 6,863 shares; 2026Q1: 6,264 shares; 2026Q2: 4,719 shares 4,719 $137K 0.02% -1,545 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,667 shares; 2025Q1: 1,667 shares; 2025Q2: 1,741 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares; 2026Q1: 1,741 shares; 2026Q2: 1,741 shares 1,741 $137K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523 shares; 2024Q4: 523 shares; 2025Q1: 187 shares; 2025Q2: 540 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares; 2026Q1: 953 shares; 2026Q2: 974 shares 974 $136K 0.02% +21 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 2,600 shares 2,600 $135K 0.02% +850 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 105 shares; 2025Q2: 191 shares; 2025Q3: 293 shares; 2025Q4: 290 shares; 2026Q1: 263 shares; 2026Q2: 262 shares 262 $134K 0.02% -1 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 863 shares; 2025Q1: 844 shares; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 850 shares; 2026Q1: 1,261 shares; 2026Q2: 1,297 shares 1,297 $133K 0.02% +36 Timeline IBMR 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: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 5,145 shares 5,145 $131K 0.02% +3,945 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 263 shares; 2026Q1: 263 shares; 2026Q2: 1,578 shares 1,578 $130K 0.02% +1,315 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 259 shares 259 $127K 0.02% +216 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: 563 shares 563 $126K 0.02% new 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 6,519 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350 $126K 0.02% 0 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: 563 shares 563 $124K 0.02% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 912 shares 912 $124K 0.02% new Timeline IEV 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: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,647 shares; 2026Q1: 1,647 shares; 2026Q2: 1,676 shares 1,676 $122K 0.02% +29 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: 335 shares; 2024Q4: 337 shares; 2025Q1: 338 shares; 2025Q2: 395 shares; 2025Q3: 392 shares; 2025Q4: 574 shares; 2026Q1: 578 shares; 2026Q2: 570 shares 570 $121K 0.02% -8 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: 1,511 shares; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,440 shares; 2025Q3: 1,545 shares; 2025Q4: 1,295 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $120K 0.02% 0 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,326 shares; 2026Q1: 2,356 shares; 2026Q2: 2,385 shares 2,385 $120K 0.02% +29 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: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 850 shares; 2025Q2: 1,562 shares; 2025Q3: 712 shares; 2025Q4: 1,923 shares; 2026Q1: 1,925 shares; 2026Q2: 1,927 shares 1,927 $116K 0.02% +2 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: 5,279 shares; 2024Q4: 5,280 shares; 2025Q1: 3,722 shares; 2025Q2: 3,801 shares; 2025Q3: 2,002 shares; 2025Q4: 1,753 shares; 2026Q1: 1,755 shares; 2026Q2: 979 shares 979 $116K 0.02% -776 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: 560 shares; 2024Q4: 560 shares; 2025Q1: 510 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $115K 0.02% 0 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 3,684 shares; 2026Q2: 4,518 shares 4,518 $114K 0.02% +834 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 284 shares; 2026Q2: 279 shares 279 $114K 0.02% -5 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: 864 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 829 shares; 2026Q1: 829 shares; 2026Q2: 824 shares 824 $113K 0.02% -5 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: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 525 shares; 2025Q3: 466 shares; 2025Q4: 1,069 shares; 2026Q1: 1,263 shares; 2026Q2: 1,314 shares 1,314 $111K 0.02% +51 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,137 shares; 2026Q1: 3,846 shares; 2026Q2: 3,846 shares 3,846 $111K 0.02% 0 Timeline SPSB 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: 3,354 shares; 2024Q4: 3,408 shares; 2025Q1: 3,435 shares; 2025Q2: 3,475 shares; 2025Q3: 3,515 shares; 2025Q4: 3,567 shares; 2026Q1: 3,592 shares; 2026Q2: 3,631 shares 3,631 $109K 0.02% +39 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 610 shares 610 $109K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,101 shares; 2025Q1: 2,101 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 769 shares; 2026Q1: 699 shares; 2026Q2: 667 shares 667 $108K 0.02% -32 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: 716 shares; 2025Q1: 176 shares; 2025Q2: 112 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 626 shares 626 $106K 0.02% +14 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $105K 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: 775 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 673 shares; 2025Q3: 563 shares; 2025Q4: 549 shares; 2026Q1: 539 shares; 2026Q2: 477 shares 477 $104K 0.01% -62 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,602 shares; 2024Q4: 10,526 shares; 2025Q1: 10,526 shares; 2025Q2: 10,526 shares; 2025Q3: 10,526 shares; 2025Q4: 10,526 shares; 2026Q1: 10,526 shares; 2026Q2: 10,526 shares 10,526 $103K 0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 824 shares 824 $103K 0.01% new 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: 1,914 shares; 2024Q4: 1,914 shares; 2025Q1: 1,247 shares; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares; 2025Q4: 1,247 shares; 2026Q1: 1,247 shares; 2026Q2: 1,324 shares 1,324 $103K 0.01% +77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $102K 0.01% 0 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,880 shares 3,880 $100K 0.01% new Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,860 shares 3,860 $99.9K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,185 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,185 shares; 2026Q2: 1,185 shares 1,185 $99K 0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,326 shares; 2024Q4: 4,606 shares; 2025Q1: 5,225 shares; 2025Q2: 4,390 shares; 2025Q3: 4,390 shares; 2025Q4: 1,960 shares; 2026Q1: 1,952 shares; 2026Q2: 1,702 shares 1,702 $98.4K 0.01% -250 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: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 530 shares 530 $98.1K 0.01% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,192 shares; 2026Q2: 1,192 shares 1,192 $96.6K 0.01% 0 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: 3,040 shares; 2024Q4: 86 shares; 2025Q1: 41 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 99 shares; 2026Q1: 100 shares; 2026Q2: 98 shares 98 $96.3K 0.01% -2 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 766 shares; 2026Q2: 1,271 shares 1,271 $96K 0.01% +505 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,420 shares; 2024Q4: 6,420 shares; 2025Q1: 6,420 shares; 2025Q2: 6,420 shares; 2025Q3: 6,420 shares; 2025Q4: 6,420 shares; 2026Q1: 6,420 shares; 2026Q2: 6,420 shares 6,420 $95.5K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 447 shares; 2026Q1: 454 shares; 2026Q2: 452 shares 452 $94.5K 0.01% -2 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 903 shares; 2024Q4: 903 shares; 2025Q1: 903 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 903 shares; 2026Q2: 903 shares 903 $93.8K 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: 1,950 shares; 2024Q4: 1,426 shares; 2025Q1: 426 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 988 shares; 2026Q1: 988 shares; 2026Q2: 988 shares 988 $92.3K 0.01% 0 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 259 shares; 2026Q1: 261 shares; 2026Q2: 256 shares 256 $90.7K 0.01% -5 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,545 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 905 shares; 2026Q2: 905 shares 905 $90.7K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591 shares; 2024Q4: 596 shares; 2025Q1: 601 shares; 2025Q2: 606 shares; 2025Q3: 611 shares; 2025Q4: 1,203 shares; 2026Q1: 1,221 shares; 2026Q2: 1,198 shares 1,198 $89K 0.01% -23 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318 shares; 2024Q4: 475 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 477 shares; 2025Q4: 498 shares; 2026Q1: 478 shares; 2026Q2: 479 shares 479 $88.7K 0.01% +1 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: 535 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 1,020 shares 1,020 $87.9K 0.01% +850 Timeline MGC 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 851 shares; 2026Q2: 317 shares 317 $86.7K 0.01% -534 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 870 shares; 2025Q1: 870 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 899 shares; 2026Q1: 899 shares; 2026Q2: 872 shares 872 $85.8K 0.01% -27 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 103 shares 103 $85.6K 0.01% +3 Timeline SHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518 shares; 2024Q4: 520 shares; 2025Q1: 521 shares; 2025Q2: 523 shares; 2025Q3: 525 shares; 2025Q4: 527 shares; 2026Q1: 528 shares; 2026Q2: 529 shares 529 $81.8K 0.01% +1 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,694 shares; 2024Q4: 4,702 shares; 2025Q1: 4,709 shares; 2025Q2: 4,716 shares; 2025Q3: 4,724 shares; 2025Q4: 4,733 shares; 2026Q1: 4,740 shares; 2026Q2: 4,748 shares 4,748 $81.2K 0.01% +8 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: 115 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 118 shares; 2025Q3: 119 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares; 2026Q2: 1,581 shares 1,581 $80K 0.01% +1 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 424 shares; 2026Q1: 430 shares; 2026Q2: 742 shares 742 $80K 0.01% +312 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,089 shares; 2024Q4: 1,089 shares; 2025Q1: 1,089 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 1,060 shares; 2026Q2: 1,032 shares 1,032 $79K 0.01% -28 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 666 shares; 2025Q3: 5,666 shares; 2025Q4: 5,726 shares; 2026Q1: 5,728 shares; 2026Q2: 5,666 shares 5,666 $78.8K 0.01% -62 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: 3,061 shares; 2024Q4: 1,696 shares; 2025Q1: 1,696 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,652 shares 1,652 $78.5K 0.01% +52 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: 1,781 shares; 2024Q4: 2,781 shares; 2025Q1: 4,250 shares; 2025Q2: 4,520 shares; 2025Q3: 2,307 shares; 2025Q4: 2,307 shares; 2026Q1: 2,307 shares; 2026Q2: 1,573 shares 1,573 $75.4K 0.01% -734 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: 1,495 shares; 2024Q4: 1,495 shares; 2025Q1: 1,495 shares; 2025Q2: 179 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 365 shares; 2026Q2: 372 shares 372 $74.6K 0.01% +7 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: 197 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 74 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $74K 0.01% 0 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $74K 0.01% 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: 6,011 shares; 2024Q4: 6,065 shares; 2025Q1: 5,887 shares; 2025Q2: 5,907 shares; 2025Q3: 4,392 shares; 2025Q4: 151 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $73.8K 0.01% 0 Timeline VGK 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: 655 shares; 2024Q4: 662 shares; 2025Q1: 665 shares; 2025Q2: 796 shares; 2025Q3: 798 shares; 2025Q4: 806 shares; 2026Q1: 821 shares; 2026Q2: 821 shares 821 $72.7K 0.01% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,983 shares; 2024Q4: 4,983 shares; 2025Q1: 4,983 shares; 2025Q2: 4,983 shares; 2025Q3: 4,983 shares; 2025Q4: 4,983 shares; 2026Q1: 4,983 shares; 2026Q2: 4,983 shares 4,983 $72.5K 0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438 shares; 2024Q4: 438 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares; 2026Q2: 438 shares 438 $67.6K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211 shares; 2024Q4: 190 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 168 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $67.6K 0.01% 0 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: 1,276 shares; 2024Q4: 1,286 shares; 2025Q1: 1,289 shares; 2025Q2: 1,289 shares; 2025Q3: 1,289 shares; 2025Q4: 1,289 shares; 2026Q1: 1,289 shares; 2026Q2: 1,289 shares 1,289 $66.9K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $65.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 55 shares 55 $63.5K 0.01% +34 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,588 shares; 2024Q4: 9,610 shares; 2025Q1: 9,610 shares; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $63K 0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 183 shares 183 $62.9K 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares; 2026Q2: 695 shares 695 $62.9K 0.01% +5 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: 924 shares; 2024Q4: 924 shares; 2025Q1: 844 shares; 2025Q2: 999 shares; 2025Q3: 499 shares; 2025Q4: 806 shares; 2026Q1: 627 shares; 2026Q2: 606 shares 606 $62.7K 0.01% -21 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,151 shares; 2026Q1: 1,151 shares; 2026Q2: 817 shares 817 $62.7K 0.01% -334 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $62.4K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 69 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 97 shares 97 $62K 0.01% +78 Timeline IBDY 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: 425 shares; 2025Q3: 425 shares; 2025Q4: 427 shares; 2026Q1: 430 shares; 2026Q2: 2,385 shares 2,385 $61.4K 0.01% +1,955 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 1,288 shares; 2026Q1: 1,217 shares; 2026Q2: 1,232 shares 1,232 $61.4K 0.01% +15 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 1,096 shares; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares 1,096 $61K 0.01% 0 Timeline VCEB 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: 1,409 shares; 2025Q1: 1,376 shares; 2025Q2: 1,357 shares; 2025Q3: 1,357 shares; 2025Q4: 1,355 shares; 2026Q1: 1,008 shares; 2026Q2: 968 shares 968 $60.8K 0.01% -40 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 725 shares 725 $60.7K 0.01% +400 Timeline IBDZ 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: 400 shares; 2026Q1: 400 shares; 2026Q2: 2,330 shares 2,330 $60.7K 0.01% +1,930 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $60.5K 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 343 shares; 2026Q2: 343 shares 343 $60.2K 0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,416 shares; 2024Q4: 46,265 shares; 2025Q1: 47,683 shares; 2025Q2: 17,469 shares; 2025Q3: 9,459 shares; 2025Q4: 9,576 shares; 2026Q1: 12,577 shares; 2026Q2: 409 shares 409 $59.9K 0.01% -12,168 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 218 shares; 2025Q3: 118 shares; 2025Q4: 207 shares; 2026Q1: 202 shares; 2026Q2: 217 shares 217 $59K 0.01% +15 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: 443 shares; 2024Q4: 444 shares; 2025Q1: 1,070 shares; 2025Q2: 1,373 shares; 2025Q3: 749 shares; 2025Q4: 862 shares; 2026Q1: 863 shares; 2026Q2: 752 shares 752 $58K 0.01% -111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,400 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $57.9K 0.01% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 549 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 560 shares; 2026Q1: 560 shares; 2026Q2: 549 shares 549 $56.5K 0.01% -11 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C 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 $56.4K 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: 1,645 shares; 2024Q4: 20,663 shares; 2025Q1: 20,748 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 741 shares; 2026Q1: 741 shares; 2026Q2: 761 shares 761 $55.8K 0.01% +20 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 2,630 shares; 2026Q1: 2,630 shares; 2026Q2: 2,530 shares 2,530 $55.6K 0.01% -100 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,546 shares; 2024Q4: 1,546 shares; 2025Q1: 693 shares; 2025Q2: 653 shares; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 636 shares; 2026Q2: 636 shares 636 $53.3K 0.01% 0 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: not reported; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares; 2026Q2: 295 shares 295 $53K 0.01% +7 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: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 180 shares 180 $52.7K 0.01% -50 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $52.2K 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 387 shares; 2026Q2: 333 shares 333 $52K 0.01% -54 Timeline EIS 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: 200 shares; 2025Q2: 201 shares; 2025Q3: 301 shares; 2025Q4: 303 shares; 2026Q1: 428 shares; 2026Q2: 429 shares 429 $51.8K 0.01% +1 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $51.6K 0.01% 0 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 518 shares 518 $51.6K 0.01% 0 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,670 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares; 2026Q1: 1,260 shares; 2026Q2: 1,260 shares 1,260 $51.5K 0.01% 0 Timeline ESGE 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: 934 shares; 2026Q2: 934 shares 934 $51.1K 0.01% 0 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: 44 shares; 2024Q4: 95 shares; 2025Q1: 106 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 226 shares; 2026Q1: 227 shares; 2026Q2: 229 shares 229 $50.6K 0.01% +2 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 416 shares 416 $49.7K 0.01% +364 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 620 shares 620 $48.5K 0.01% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 128 shares 128 $48K 0.01% +2 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,752 shares; 2024Q4: 5,752 shares; 2025Q1: 5,752 shares; 2025Q2: 5,752 shares; 2025Q3: 5,752 shares; 2025Q4: 5,752 shares; 2026Q1: 5,752 shares; 2026Q2: 5,752 shares 5,752 $47.6K 0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $47.2K 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 97 shares 97 $46.9K 0.01% +7 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 89 shares; 2025Q3: 110 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 112 shares 112 $46.7K 0.01% +23 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: 3,301 shares; 2024Q4: 2,927 shares; 2025Q1: 2,551 shares; 2025Q2: 2,371 shares; 2025Q3: 2,022 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 644 shares 644 $46.3K 0.01% -131 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: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 93 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $45.8K 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $45.4K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379 shares; 2024Q4: 379 shares; 2025Q1: 209 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 344 shares 344 $45.3K 0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,607 shares; 2024Q4: 2,507 shares; 2025Q1: 990 shares; 2025Q2: 565 shares; 2025Q3: 200 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $44.9K 0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 599 shares 599 $44.9K 0.01% +49 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,162 shares; 2024Q4: 6,162 shares; 2025Q1: 6,162 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $44.9K 0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 252 shares; 2026Q2: 254 shares 254 $44.3K 0.01% +2 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares; 2026Q2: 822 shares 822 $43.1K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 893 shares; 2025Q4: 797 shares; 2026Q1: 799 shares; 2026Q2: 141 shares 141 $42.7K 0.01% -658 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares; 2026Q2: 377 shares 377 $42.7K 0.01% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,672 shares; 2024Q4: 1,392 shares; 2025Q1: 1,137 shares; 2025Q2: 1,137 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 790 shares; 2026Q2: 657 shares 657 $42.5K 0.01% -133 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 288 shares; 2026Q1: 299 shares; 2026Q2: 296 shares 296 $42.4K 0.01% -3 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 196 shares; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $42.3K 0.01% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 1,005 shares 1,005 $42.1K 0.01% 0 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,813 shares; 2024Q4: 2,813 shares; 2025Q1: 2,813 shares; 2025Q2: 2,813 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares; 2026Q2: 2,710 shares 2,710 $42.1K 0.01% -103 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561 shares; 2024Q4: 566 shares; 2025Q1: 569 shares; 2025Q2: 572 shares; 2025Q3: 484 shares; 2025Q4: 487 shares; 2026Q1: 430 shares; 2026Q2: 433 shares 433 $41.7K 0.01% +3 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $41.4K 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $41.2K 0.01% 0 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: 4,482 shares; 2024Q4: 3,337 shares; 2025Q1: 3,337 shares; 2025Q2: 3,337 shares; 2025Q3: 3,337 shares; 2025Q4: 3,337 shares; 2026Q1: 3,337 shares; 2026Q2: 3,337 shares 3,337 $41.1K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,168 shares; 2024Q4: 20,525 shares; 2025Q1: 20,230 shares; 2025Q2: 20,618 shares; 2025Q3: 17,735 shares; 2025Q4: 12,678 shares; 2026Q1: 641 shares; 2026Q2: 315 shares 315 $39.2K 0.01% -326 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: 432 shares; 2024Q4: 1,299 shares; 2025Q1: 1,303 shares; 2025Q2: 1,307 shares; 2025Q3: 1,311 shares; 2025Q4: 1,315 shares; 2026Q1: 1,319 shares; 2026Q2: 1,322 shares 1,322 $38.9K 0.01% +3 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 330 shares; 2026Q2: 343 shares 343 $38.3K 0.01% +13 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 206 shares 206 $38K 0.01% +6 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301 shares; 2024Q4: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares; 2026Q2: 302 shares 302 $37.1K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 251 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares; 2026Q2: 241 shares 241 $36.5K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $36.3K 0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $36.2K 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: 1,944 shares; 2024Q4: 1,944 shares; 2025Q1: 1,944 shares; 2025Q2: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 972 shares; 2026Q2: 972 shares 972 $35.5K 0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $35K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 592 shares; 2025Q1: 166 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: not reported; 2026Q2: 379 shares 379 $34.8K <0.01% new Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $34.5K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,668 shares; 2025Q1: 6,668 shares; 2025Q2: 9,551 shares; 2025Q3: 8,230 shares; 2025Q4: 331 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $34.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 1,182 shares; 2026Q1: 1,201 shares; 2026Q2: 1,138 shares 1,138 $34.4K <0.01% -63 Timeline VPL 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: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 294 shares 294 $34K <0.01% +12 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 2,308 shares; 2026Q1: 2,308 shares; 2026Q2: 2,308 shares 2,308 $33.8K <0.01% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 395 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 900 shares 900 $33.4K <0.01% +100 Timeline SPIP 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: 3,455 shares; 2024Q4: 3,455 shares; 2025Q1: 2,957 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares; 2026Q2: 1,278 shares 1,278 $32.8K <0.01% -371 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: 103 shares; 2024Q4: 192 shares; 2025Q1: 250 shares; 2025Q2: 173 shares; 2025Q3: 4,967 shares; 2025Q4: 5,277 shares; 2026Q1: 173 shares; 2026Q2: 157 shares 157 $32.2K <0.01% -16 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 346 shares 346 $32.1K <0.01% +30 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 138 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 40 shares; 2026Q2: 42 shares 42 $32.1K <0.01% +2 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 607 shares; 2025Q1: 610 shares; 2025Q2: 615 shares; 2025Q3: 620 shares; 2025Q4: 626 shares; 2026Q1: 629 shares; 2026Q2: 634 shares 634 $31.9K <0.01% +5 Timeline UPSD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 1,130 shares; 2026Q2: 1,130 shares 1,130 $31.9K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,257 shares; 2026Q1: 4,015 shares; 2026Q2: 1,695 shares 1,695 $31.4K <0.01% -2,320 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: 86 shares; 2024Q4: 25 shares; 2025Q1: 11 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 70 shares 70 $31.2K <0.01% +6 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 354 shares; 2026Q1: 354 shares; 2026Q2: 354 shares 354 $31K <0.01% 0 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: 259 shares; 2024Q4: 260 shares; 2025Q1: 261 shares; 2025Q2: 262 shares; 2025Q3: 263 shares; 2025Q4: 264 shares; 2026Q1: 265 shares; 2026Q2: 266 shares 266 $31K <0.01% +1 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 500 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $30.4K <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: not reported; 2025Q1: not reported; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $30.2K <0.01% 0 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $30.2K <0.01% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 641 shares; 2026Q2: 535 shares 535 $30K <0.01% -106 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 174 shares; 2026Q1: 176 shares; 2026Q2: 174 shares 174 $30K <0.01% -2 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: not reported; 2026Q1: 353 shares; 2026Q2: 338 shares 338 $29.9K <0.01% -15 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,335 shares; 2026Q2: 1,335 shares 1,335 $29.9K <0.01% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $29.6K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $29.6K <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: 1,017 shares; 2024Q4: 1,017 shares; 2025Q1: 915 shares; 2025Q2: 995 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 445 shares; 2026Q2: 365 shares 365 $29.5K <0.01% -80 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $28.7K <0.01% 0 Timeline KOMP 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $28.6K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 172 shares 172 $28.2K <0.01% +1 Timeline SNPD DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $28.2K <0.01% 0 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: 450 shares; 2024Q4: 452 shares; 2025Q1: 326 shares; 2025Q2: 327 shares; 2025Q3: 329 shares; 2025Q4: 330 shares; 2026Q1: 294 shares; 2026Q2: 296 shares 296 $28.1K <0.01% +2 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 207 shares 207 $27.8K <0.01% +2 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: not reported; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 122 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 120 shares 120 $27.5K <0.01% +8 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $27.5K <0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $27.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: 296 shares 296 $27.3K <0.01% +17 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $27K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $26.5K <0.01% 0 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: 8,313 shares; 2024Q4: 8,337 shares; 2025Q1: 7,976 shares; 2025Q2: 870 shares; 2025Q3: 352 shares; 2025Q4: 49 shares; 2026Q1: 50 shares; 2026Q2: 52 shares 52 $26.5K <0.01% +2 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 856 shares; 2025Q3: 1,858 shares; 2025Q4: 880 shares; 2026Q1: 1,074 shares; 2026Q2: 1,076 shares 1,076 $26.4K <0.01% +2 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR 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: 2,494 shares 2,494 $26.4K <0.01% new 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: 2,636 shares; 2024Q4: 2,346 shares; 2025Q1: 45 shares; 2025Q2: 97 shares; 2025Q3: 92 shares; 2025Q4: 193 shares; 2026Q1: 194 shares; 2026Q2: 95 shares 95 $26.1K <0.01% -99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $25.4K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $25.1K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 396 shares 396 $24.9K <0.01% +31 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares; 2026Q2: 424 shares 424 $24.7K <0.01% 0 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $24.7K <0.01% 0 Timeline SPMO 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: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $24.6K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 807 shares; 2024Q4: 807 shares; 2025Q1: not reported; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares; 2026Q2: 574 shares 574 $24.5K <0.01% +280 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 58 shares 58 $24.1K <0.01% +3 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: 248 shares; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $24.1K <0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $23.9K <0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,697 shares; 2024Q4: 1,697 shares; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 497 shares; 2026Q2: 453 shares 453 $23.6K <0.01% -44 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $23.2K <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: 297 shares; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 246 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 277 shares; 2026Q2: 318 shares 318 $22.9K <0.01% +41 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,400 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,177 shares; 2026Q1: 1,608 shares; 2026Q2: 752 shares 752 $22.9K <0.01% -856 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: 4,283 shares; 2024Q4: 2,863 shares; 2025Q1: 2,899 shares; 2025Q2: 742 shares; 2025Q3: 663 shares; 2025Q4: 569 shares; 2026Q1: 602 shares; 2026Q2: 859 shares 859 $22.9K <0.01% +257 Timeline MLPX 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: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $22.8K <0.01% 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: 16 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $22.7K <0.01% new 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: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 690 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $22.7K <0.01% 0 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: 6,387 shares; 2024Q4: 277 shares; 2025Q1: 10 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 48 shares; 2026Q2: 58 shares 58 $22.5K <0.01% +10 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: 3,430 shares; 2024Q4: 3,430 shares; 2025Q1: 3,763 shares; 2025Q2: 1,431 shares; 2025Q3: 1,631 shares; 2025Q4: 939 shares; 2026Q1: 976 shares; 2026Q2: 933 shares 933 $22.5K <0.01% -43 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 400 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $22.3K <0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 117 shares 117 $22.3K <0.01% 0 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 640 shares 640 $22.1K <0.01% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $22.1K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 534 shares 534 $22.1K <0.01% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $21.9K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 39 shares 39 $21.6K <0.01% +1 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,048 shares; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 557 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $21.5K <0.01% 0 Timeline USAI PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $21.4K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 625 shares; 2025Q2: 675 shares; 2025Q3: 675 shares; 2025Q4: 775 shares; 2026Q1: 725 shares; 2026Q2: 625 shares 625 $21.2K <0.01% -100 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 54 shares 54 $21.1K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 4,775 shares; 2025Q2: 4,475 shares; 2025Q3: 3,875 shares; 2025Q4: 1,850 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $21K <0.01% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP 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: 506 shares; 2026Q2: 512 shares 512 $20.9K <0.01% +6 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: not reported; 2025Q4: 636 shares; 2026Q1: 312 shares; 2026Q2: 262 shares 262 $20.8K <0.01% -50 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: 348 shares; 2024Q4: 351 shares; 2025Q1: 278 shares; 2025Q2: 279 shares; 2025Q3: 281 shares; 2025Q4: 282 shares; 2026Q1: 187 shares; 2026Q2: 188 shares 188 $20.5K <0.01% +1 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: 246 shares; 2024Q4: 246 shares; 2025Q1: 30 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 454 shares; 2026Q1: 465 shares; 2026Q2: 190 shares 190 $20.4K <0.01% -275 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: 509 shares; 2024Q4: 509 shares; 2025Q1: 438 shares; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares; 2026Q2: 438 shares 438 $20.4K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74 shares; 2026Q1: 101 shares; 2026Q2: 116 shares 116 $20.4K <0.01% +15 Timeline IBBQ 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 601 shares 601 $19.6K <0.01% +401 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $19.5K <0.01% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $19.4K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $19.3K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $19.3K <0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $19.2K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS 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: 539 shares; 2026Q1: 539 shares; 2026Q2: 539 shares 539 $19.1K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 504 shares; 2025Q4: 508 shares; 2026Q1: 512 shares; 2026Q2: 515 shares 515 $18.7K <0.01% +3 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: 6 shares; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 68 shares; 2026Q1: 560 shares; 2026Q2: 47 shares 47 $18.7K <0.01% -513 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: 462 shares; 2024Q4: 409 shares; 2025Q1: 65 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 213 shares; 2026Q1: 203 shares; 2026Q2: 113 shares 113 $18.5K <0.01% -90 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,073 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 773 shares; 2026Q1: 773 shares; 2026Q2: 783 shares 783 $18.5K <0.01% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 150 shares 150 $18.5K <0.01% +7 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $18.1K <0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $18.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $18.1K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $18K <0.01% 0 Timeline