IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 60,689 shares; 2025Q2: 67,300 shares; 2025Q3: 137,186 shares; 2025Q4: 142,321 shares; 2026Q1: 144,336 shares; 2026Q2: 141,287 shares 141,287 $106M 10.19% -3,049 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 635,306 shares; 2025Q2: 664,318 shares; 2025Q3: 674,560 shares; 2025Q4: 687,721 shares; 2026Q1: 716,683 shares; 2026Q2: 752,944 shares 752,944 $73M 7.03% +36,261 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 894,955 shares; 2025Q2: 909,155 shares; 2025Q3: 914,331 shares; 2025Q4: 921,940 shares; 2026Q1: 864,758 shares; 2026Q2: 811,467 shares 811,467 $67.3M 6.49% -53,291 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 814,266 shares; 2025Q2: 826,582 shares; 2025Q3: 838,386 shares; 2025Q4: 843,199 shares; 2026Q1: 844,216 shares; 2026Q2: 824,734 shares 824,734 $63.8M 6.14% -19,482 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 231,662 shares; 2025Q2: 224,493 shares; 2025Q3: 228,356 shares; 2025Q4: 231,860 shares; 2026Q1: 248,264 shares; 2026Q2: 234,697 shares 234,697 $34.9M 3.36% -13,567 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: not loaded; 2024Q4: not loaded; 2025Q1: 107,165 shares; 2025Q2: 105,781 shares; 2025Q3: 105,493 shares; 2025Q4: 106,919 shares; 2026Q1: 113,260 shares; 2026Q2: 109,636 shares 109,636 $31.7M 3.06% -3,624 Timeline SDVY 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: not loaded; 2024Q4: not loaded; 2025Q1: 181,905 shares; 2025Q2: 260,865 shares; 2025Q3: 281,549 shares; 2025Q4: 357,588 shares; 2026Q1: 510,590 shares; 2026Q2: 639,969 shares 639,969 $27.7M 2.67% +129,379 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: not loaded; 2024Q4: not loaded; 2025Q1: 46,258 shares; 2025Q2: 45,326 shares; 2025Q3: 45,515 shares; 2025Q4: 46,634 shares; 2026Q1: 46,118 shares; 2026Q2: 49,516 shares 49,516 $18.5M 1.78% +3,398 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: not loaded; 2024Q4: not loaded; 2025Q1: 57,338 shares; 2025Q2: 55,769 shares; 2025Q3: 38,230 shares; 2025Q4: 32,410 shares; 2026Q1: 32,934 shares; 2026Q2: 34,478 shares 34,478 $17.3M 1.66% +1,544 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 100,768 shares; 2025Q4: 200,236 shares; 2026Q1: 366,347 shares; 2026Q2: 482,919 shares 482,919 $16.7M 1.61% +116,572 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: not loaded; 2024Q4: not loaded; 2025Q1: 142,389 shares; 2025Q2: 145,750 shares; 2025Q3: 140,225 shares; 2025Q4: 141,072 shares; 2026Q1: 140,647 shares; 2026Q2: 137,589 shares 137,589 $15.2M 1.46% -3,058 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: not loaded; 2024Q4: not loaded; 2025Q1: 14,203 shares; 2025Q2: 14,013 shares; 2025Q3: 13,826 shares; 2025Q4: 13,656 shares; 2026Q1: 13,928 shares; 2026Q2: 13,783 shares 13,783 $14.7M 1.41% -145 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: not loaded; 2024Q4: not loaded; 2025Q1: 167,128 shares; 2025Q2: 165,852 shares; 2025Q3: 166,044 shares; 2025Q4: 163,244 shares; 2026Q1: 154,378 shares; 2026Q2: 145,492 shares 145,492 $14M 1.35% -8,886 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: not loaded; 2024Q4: not loaded; 2025Q1: 11,027 shares; 2025Q2: 10,981 shares; 2025Q3: 10,457 shares; 2025Q4: 10,369 shares; 2026Q1: 10,488 shares; 2026Q2: 11,215 shares 11,215 $13.5M 1.3% +727 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: not loaded; 2024Q4: not loaded; 2025Q1: 68,856 shares; 2025Q2: 75,424 shares; 2025Q3: 75,803 shares; 2025Q4: 75,243 shares; 2026Q1: 76,851 shares; 2026Q2: 81,863 shares 81,863 $13.4M 1.3% +5,012 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234,008 shares; 2026Q1: 469,410 shares; 2026Q2: 470,837 shares 470,837 $13.4M 1.29% +1,427 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 275,416 shares; 2025Q2: 298,392 shares; 2025Q3: 325,060 shares; 2025Q4: 295,126 shares; 2026Q1: 261,610 shares; 2026Q2: 247,165 shares 247,165 $12.4M 1.2% -14,445 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: not loaded; 2024Q4: not loaded; 2025Q1: 13,008 shares; 2025Q2: 19,911 shares; 2025Q3: 29,251 shares; 2025Q4: 57,154 shares; 2026Q1: 55,155 shares; 2026Q2: 57,123 shares 57,123 $11.4M 1.1% +1,968 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 109,156 shares; 2025Q2: 109,156 shares; 2025Q3: 109,686 shares; 2025Q4: 112,429 shares; 2026Q1: 112,684 shares; 2026Q2: 109,688 shares 109,688 $11.4M 1.1% -2,996 Timeline ENDW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 340,780 shares; 2025Q3: 340,780 shares; 2025Q4: 340,780 shares; 2026Q1: 339,594 shares; 2026Q2: 339,594 shares 339,594 $11.4M 1.09% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 26,073 shares; 2025Q2: 24,290 shares; 2025Q3: 26,020 shares; 2025Q4: 29,843 shares; 2026Q1: 31,003 shares; 2026Q2: 31,031 shares 31,031 $11.1M 1.07% +28 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 28,800 shares; 2025Q2: 31,528 shares; 2025Q3: 31,090 shares; 2025Q4: 30,193 shares; 2026Q1: 29,127 shares; 2026Q2: 128,639 shares 128,639 $10.3M 0.99% +99,512 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: not loaded; 2024Q4: not loaded; 2025Q1: 33,442 shares; 2025Q2: 37,000 shares; 2025Q3: 34,439 shares; 2025Q4: 34,731 shares; 2026Q1: 34,306 shares; 2026Q2: 34,324 shares 34,324 $10.3M 0.99% +18 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: not loaded; 2024Q4: not loaded; 2025Q1: 32,232 shares; 2025Q2: 29,687 shares; 2025Q3: 29,546 shares; 2025Q4: 29,739 shares; 2026Q1: 28,115 shares; 2026Q2: 29,626 shares 29,626 $9.7M 0.93% +1,511 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: not loaded; 2024Q4: not loaded; 2025Q1: 14,275 shares; 2025Q2: 14,270 shares; 2025Q3: 14,272 shares; 2025Q4: 14,272 shares; 2026Q1: 14,298 shares; 2026Q2: 14,318 shares 14,318 $9.08M 0.88% +20 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: not loaded; 2024Q4: not loaded; 2025Q1: 64,837 shares; 2025Q2: 64,193 shares; 2025Q3: 62,609 shares; 2025Q4: 61,809 shares; 2026Q1: 67,296 shares; 2026Q2: 61,655 shares 61,655 $9.03M 0.87% -5,641 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 85,146 shares; 2025Q2: 77,159 shares; 2025Q3: 61,013 shares; 2025Q4: 58,469 shares; 2026Q1: 60,765 shares; 2026Q2: 63,651 shares 63,651 $8.7M 0.84% +2,886 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: not loaded; 2024Q4: not loaded; 2025Q1: 29,087 shares; 2025Q2: 29,196 shares; 2025Q3: 29,356 shares; 2025Q4: 29,696 shares; 2026Q1: 29,789 shares; 2026Q2: 30,458 shares 30,458 $8.57M 0.83% +669 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 75,100 shares; 2025Q4: 175,100 shares; 2026Q1: 158,000 shares; 2026Q2: 158,000 shares 158,000 $7.66M 0.74% 0 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,000,118 shares; 2025Q2: 900,118 shares; 2025Q3: 900,118 shares; 2025Q4: 900,118 shares; 2026Q1: 900,000 shares; 2026Q2: 900,000 shares 900,000 $7.6M 0.73% 0 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 86,400 shares; 2025Q2: 163,685 shares; 2025Q3: 185,143 shares; 2025Q4: 231,050 shares; 2026Q1: 276,819 shares; 2026Q2: 271,849 shares 271,849 $7.52M 0.73% -4,970 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: not loaded; 2024Q4: not loaded; 2025Q1: 20,433 shares; 2025Q2: 17,676 shares; 2025Q3: 17,285 shares; 2025Q4: 16,760 shares; 2026Q1: 16,709 shares; 2026Q2: 21,238 shares 21,238 $7.5M 0.72% +4,529 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,500 shares; 2025Q2: 9,925 shares; 2025Q3: 9,925 shares; 2025Q4: 9,947 shares; 2026Q1: 9,739 shares; 2026Q2: 9,113 shares 9,113 $6.41M 0.62% -626 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 146,029 shares; 2025Q4: 141,210 shares; 2026Q1: 121,210 shares; 2026Q2: 114,157 shares 114,157 $6.24M 0.6% -7,053 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: not loaded; 2024Q4: not loaded; 2025Q1: 19,334 shares; 2025Q2: 19,598 shares; 2025Q3: 23,205 shares; 2025Q4: 23,805 shares; 2026Q1: 24,833 shares; 2026Q2: 24,192 shares 24,192 $6.09M 0.59% -641 Timeline AVLC 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,235 shares; 2026Q1: 55,903 shares; 2026Q2: 65,534 shares 65,534 $5.92M 0.57% +9,631 Timeline AVEM 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,100 shares; 2026Q1: 28,956 shares; 2026Q2: 59,875 shares 59,875 $5.92M 0.57% +30,919 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: not loaded; 2024Q4: not loaded; 2025Q1: 18,287 shares; 2025Q2: 20,604 shares; 2025Q3: 23,678 shares; 2025Q4: 29,404 shares; 2026Q1: 22,487 shares; 2026Q2: 24,723 shares 24,723 $5.89M 0.57% +2,236 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: not loaded; 2024Q4: not loaded; 2025Q1: 25,751 shares; 2025Q2: 25,196 shares; 2025Q3: 18,665 shares; 2025Q4: 19,311 shares; 2026Q1: 20,046 shares; 2026Q2: 21,450 shares 21,450 $5.44M 0.52% +1,404 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: not loaded; 2024Q4: not loaded; 2025Q1: 735 shares; 2025Q2: 23,185 shares; 2025Q3: 25,451 shares; 2025Q4: 42,678 shares; 2026Q1: 59,596 shares; 2026Q2: 60,230 shares 60,230 $5.42M 0.52% +634 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,061 shares; 2025Q2: 1,197 shares; 2025Q3: 2,416 shares; 2025Q4: 8,203 shares; 2026Q1: 7,067 shares; 2026Q2: 7,012 shares 7,012 $5.35M 0.52% -55 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,050 shares; 2025Q2: 56,114 shares; 2025Q3: 66,749 shares; 2025Q4: 97,927 shares; 2026Q1: 146,722 shares; 2026Q2: 146,484 shares 146,484 $5.31M 0.51% -238 Timeline AVIV 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,674 shares; 2026Q1: 58,621 shares; 2026Q2: 67,797 shares 67,797 $5.26M 0.51% +9,176 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 99,420 shares; 2025Q2: 99,420 shares; 2025Q3: 106,010 shares; 2025Q4: 106,010 shares; 2026Q1: 106,010 shares; 2026Q2: 97,195 shares 97,195 $5.2M 0.5% -8,815 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: not loaded; 2024Q4: not loaded; 2025Q1: 12,789 shares; 2025Q2: 12,824 shares; 2025Q3: 13,909 shares; 2025Q4: 13,723 shares; 2026Q1: 14,627 shares; 2026Q2: 13,839 shares 13,839 $4.88M 0.47% -788 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,642 shares; 2025Q2: 6,053 shares; 2025Q3: 6,474 shares; 2025Q4: 9,897 shares; 2026Q1: 9,036 shares; 2026Q2: 8,403 shares 8,403 $4.73M 0.46% -633 Timeline WCMI 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,638 shares; 2025Q4: 123,340 shares; 2026Q1: 217,385 shares; 2026Q2: 235,008 shares 235,008 $4.61M 0.44% +17,623 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,273 shares; 2025Q2: 13,046 shares; 2025Q3: 12,380 shares; 2025Q4: 9,916 shares; 2026Q1: 8,735 shares; 2026Q2: 51,258 shares 51,258 $4.42M 0.43% +42,523 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: not loaded; 2024Q4: not loaded; 2025Q1: 24,195 shares; 2025Q2: 22,052 shares; 2025Q3: 24,530 shares; 2025Q4: 24,395 shares; 2026Q1: 24,460 shares; 2026Q2: 26,233 shares 26,233 $4.35M 0.42% +1,773 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: not loaded; 2024Q4: not loaded; 2025Q1: 43,694 shares; 2025Q2: 37,775 shares; 2025Q3: 32,204 shares; 2025Q4: 32,704 shares; 2026Q1: 32,527 shares; 2026Q2: 38,315 shares 38,315 $4.34M 0.42% +5,788 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: not loaded; 2024Q4: not loaded; 2025Q1: 40,802 shares; 2025Q2: 42,008 shares; 2025Q3: 42,988 shares; 2025Q4: 41,544 shares; 2026Q1: 42,525 shares; 2026Q2: 44,135 shares 44,135 $4.21M 0.41% +1,610 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: not loaded; 2024Q4: not loaded; 2025Q1: 13,022 shares; 2025Q2: 12,580 shares; 2025Q3: 12,346 shares; 2025Q4: 12,408 shares; 2026Q1: 12,029 shares; 2026Q2: 12,089 shares 12,089 $4.15M 0.4% +60 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 546 shares; 2025Q2: 752 shares; 2025Q3: 5,233 shares; 2025Q4: 82,290 shares; 2026Q1: 206,389 shares; 2026Q2: 229,811 shares 229,811 $4.11M 0.4% +23,422 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,681 shares; 2025Q2: 6,554 shares; 2025Q3: 5,738 shares; 2025Q4: 5,706 shares; 2026Q1: 5,425 shares; 2026Q2: 5,340 shares 5,340 $3.93M 0.38% -85 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: not loaded; 2024Q4: not loaded; 2025Q1: 24,062 shares; 2025Q2: 23,069 shares; 2025Q3: 22,769 shares; 2025Q4: 23,815 shares; 2026Q1: 23,793 shares; 2026Q2: 22,070 shares 22,070 $3.63M 0.35% -1,723 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,165 shares; 2025Q4: 53,684 shares; 2026Q1: 85,562 shares; 2026Q2: 86,824 shares 86,824 $3.62M 0.35% +1,262 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,083 shares; 2025Q2: 2,730 shares; 2025Q3: 3,511 shares; 2025Q4: 3,572 shares; 2026Q1: 4,213 shares; 2026Q2: 6,050 shares 6,050 $3.51M 0.34% +1,837 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: not loaded; 2024Q4: not loaded; 2025Q1: 26,453 shares; 2025Q2: 26,293 shares; 2025Q3: 22,354 shares; 2025Q4: 22,576 shares; 2026Q1: 22,356 shares; 2026Q2: 23,807 shares 23,807 $3.49M 0.34% +1,451 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: not loaded; 2024Q4: not loaded; 2025Q1: 13,285 shares; 2025Q2: 12,253 shares; 2025Q3: 11,056 shares; 2025Q4: 12,525 shares; 2026Q1: 12,523 shares; 2026Q2: 12,767 shares 12,767 $3.47M 0.33% +244 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: not loaded; 2024Q4: not loaded; 2025Q1: 43,551 shares; 2025Q2: 43,551 shares; 2025Q3: 44,809 shares; 2025Q4: 46,184 shares; 2026Q1: 46,184 shares; 2026Q2: 48,636 shares 48,636 $3.47M 0.33% +2,452 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: not loaded; 2024Q4: not loaded; 2025Q1: 27,030 shares; 2025Q2: 25,906 shares; 2025Q3: 24,446 shares; 2025Q4: 16,751 shares; 2026Q1: 15,656 shares; 2026Q2: 14,906 shares 14,906 $3.25M 0.31% -750 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: not loaded; 2024Q4: not loaded; 2025Q1: 24,246 shares; 2025Q2: 22,995 shares; 2025Q3: 20,962 shares; 2025Q4: 22,643 shares; 2026Q1: 22,648 shares; 2026Q2: 26,883 shares 26,883 $3.16M 0.3% +4,235 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,405 shares; 2025Q2: 5,399 shares; 2025Q3: 5,889 shares; 2025Q4: 7,780 shares; 2026Q1: 8,692 shares; 2026Q2: 8,245 shares 8,245 $3.11M 0.3% -447 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: not loaded; 2024Q4: not loaded; 2025Q1: 24,457 shares; 2025Q2: 23,463 shares; 2025Q3: 23,169 shares; 2025Q4: 27,572 shares; 2026Q1: 27,966 shares; 2026Q2: 31,317 shares 31,317 $3.1M 0.3% +3,351 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: not loaded; 2024Q4: not loaded; 2025Q1: 17,355 shares; 2025Q2: 18,661 shares; 2025Q3: 17,556 shares; 2025Q4: 17,490 shares; 2026Q1: 19,474 shares; 2026Q2: 22,055 shares 22,055 $2.83M 0.27% +2,581 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: not loaded; 2024Q4: not loaded; 2025Q1: 13,413 shares; 2025Q2: 13,857 shares; 2025Q3: 13,948 shares; 2025Q4: 14,371 shares; 2026Q1: 14,455 shares; 2026Q2: 14,776 shares 14,776 $2.8M 0.27% +321 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,351 shares; 2025Q2: 5,068 shares; 2025Q3: 5,933 shares; 2025Q4: 12,516 shares; 2026Q1: 14,316 shares; 2026Q2: 14,626 shares 14,626 $2.79M 0.27% +310 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,302 shares; 2025Q2: 7,295 shares; 2025Q3: 7,287 shares; 2025Q4: 6,987 shares; 2026Q1: 6,987 shares; 2026Q2: 6,957 shares 6,957 $2.74M 0.26% -30 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,211 shares; 2025Q2: 6,207 shares; 2025Q3: 6,209 shares; 2025Q4: 6,162 shares; 2026Q1: 6,179 shares; 2026Q2: 6,325 shares 6,325 $2.7M 0.26% +146 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,857 shares; 2025Q2: 2,981 shares; 2025Q3: 3,189 shares; 2025Q4: 3,532 shares; 2026Q1: 3,522 shares; 2026Q2: 3,486 shares 3,486 $2.6M 0.25% -36 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 38,543 shares; 2025Q2: 38,779 shares; 2025Q3: 38,779 shares; 2025Q4: 38,779 shares; 2026Q1: 37,679 shares; 2026Q2: 37,759 shares 37,759 $2.58M 0.25% +80 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: not loaded; 2024Q4: not loaded; 2025Q1: 13,147 shares; 2025Q2: 13,775 shares; 2025Q3: 13,447 shares; 2025Q4: 13,447 shares; 2026Q1: 13,440 shares; 2026Q2: 13,520 shares 13,520 $2.45M 0.24% +80 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: not loaded; 2024Q4: not loaded; 2025Q1: 21,672 shares; 2025Q2: 21,324 shares; 2025Q3: 21,989 shares; 2025Q4: 22,118 shares; 2026Q1: 21,112 shares; 2026Q2: 19,572 shares 19,572 $2.44M 0.23% -1,540 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: not loaded; 2024Q4: not loaded; 2025Q1: 43,850 shares; 2025Q2: 43,850 shares; 2025Q3: 43,666 shares; 2025Q4: 43,291 shares; 2026Q1: 39,941 shares; 2026Q2: 40,284 shares 40,284 $2.4M 0.23% +343 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,370 shares; 2025Q2: 6,403 shares; 2025Q3: 6,736 shares; 2025Q4: 7,039 shares; 2026Q1: 6,886 shares; 2026Q2: 8,590 shares 8,590 $2.32M 0.22% +1,704 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 loaded; 2024Q4: not loaded; 2025Q1: 26,439 shares; 2025Q2: 26,799 shares; 2025Q3: 25,239 shares; 2025Q4: 25,241 shares; 2026Q1: 25,239 shares; 2026Q2: 16,255 shares 16,255 $2.24M 0.22% -8,984 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: not loaded; 2024Q4: not loaded; 2025Q1: 18,360 shares; 2025Q2: 18,325 shares; 2025Q3: 16,800 shares; 2025Q4: 16,838 shares; 2026Q1: 16,839 shares; 2026Q2: 18,493 shares 18,493 $2.17M 0.21% +1,654 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,075 shares; 2025Q2: 12,075 shares; 2025Q3: 15,271 shares; 2025Q4: 15,386 shares; 2026Q1: 16,764 shares; 2026Q2: 17,002 shares 17,002 $2.12M 0.2% +238 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 loaded; 2024Q4: not loaded; 2025Q1: 9,085 shares; 2025Q2: 9,085 shares; 2025Q3: 9,085 shares; 2025Q4: 9,085 shares; 2026Q1: 9,085 shares; 2026Q2: 9,085 shares 9,085 $2.06M 0.2% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,859 shares; 2025Q2: 3,739 shares; 2025Q3: 3,723 shares; 2025Q4: 3,225 shares; 2026Q1: 4,076 shares; 2026Q2: 16,304 shares 16,304 $2.02M 0.2% +12,228 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: not loaded; 2024Q4: not loaded; 2025Q1: 36,485 shares; 2025Q2: 35,431 shares; 2025Q3: 33,315 shares; 2025Q4: 33,355 shares; 2026Q1: 33,344 shares; 2026Q2: 33,027 shares 33,027 $1.99M 0.19% -317 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: not loaded; 2024Q4: not loaded; 2025Q1: 31,512 shares; 2025Q2: 28,886 shares; 2025Q3: 27,995 shares; 2025Q4: 27,724 shares; 2026Q1: 27,030 shares; 2026Q2: 22,757 shares 22,757 $1.88M 0.18% -4,273 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,886 shares; 2025Q2: 1,909 shares; 2025Q3: 1,909 shares; 2025Q4: 1,905 shares; 2026Q1: 1,900 shares; 2026Q2: 1,949 shares 1,949 $1.87M 0.18% +49 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 loaded; 2024Q4: not loaded; 2025Q1: 8,050 shares; 2025Q2: 7,585 shares; 2025Q3: 7,585 shares; 2025Q4: 7,585 shares; 2026Q1: 7,582 shares; 2026Q2: 7,582 shares 7,582 $1.87M 0.18% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 213,818 shares; 2025Q2: 187,731 shares; 2025Q3: 134,554 shares; 2025Q4: 106,306 shares; 2026Q1: 108,265 shares; 2026Q2: 117,536 shares 117,536 $1.87M 0.18% +9,271 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: not loaded; 2024Q4: not loaded; 2025Q1: 7,398 shares; 2025Q2: 6,445 shares; 2025Q3: 4,687 shares; 2025Q4: 4,673 shares; 2026Q1: 4,447 shares; 2026Q2: 4,313 shares 4,313 $1.79M 0.17% -134 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 loaded; 2024Q4: not loaded; 2025Q1: 12,336 shares; 2025Q2: 12,264 shares; 2025Q3: 11,514 shares; 2025Q4: 12,114 shares; 2026Q1: 12,111 shares; 2026Q2: 12,311 shares 12,311 $1.76M 0.17% +200 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: not loaded; 2024Q4: not loaded; 2025Q1: 42,659 shares; 2025Q2: 43,163 shares; 2025Q3: 37,587 shares; 2025Q4: 36,816 shares; 2026Q1: 32,902 shares; 2026Q2: 30,918 shares 30,918 $1.76M 0.17% -1,984 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,236 shares; 2025Q2: 5,412 shares; 2025Q3: 5,412 shares; 2025Q4: 5,412 shares; 2026Q1: 5,135 shares; 2026Q2: 5,055 shares 5,055 $1.74M 0.17% -80 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 loaded; 2024Q4: not loaded; 2025Q1: 5,565 shares; 2025Q2: 5,528 shares; 2025Q3: 8,214 shares; 2025Q4: 8,244 shares; 2026Q1: 8,319 shares; 2026Q2: 11,311 shares 11,311 $1.71M 0.17% +2,992 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: not loaded; 2024Q4: not loaded; 2025Q1: 22,430 shares; 2025Q2: 20,773 shares; 2025Q3: 20,777 shares; 2025Q4: 20,629 shares; 2026Q1: 20,986 shares; 2026Q2: 20,914 shares 20,914 $1.7M 0.16% -72 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,741 shares; 2025Q2: 3,298 shares; 2025Q3: 3,085 shares; 2025Q4: 3,079 shares; 2026Q1: 3,087 shares; 2026Q2: 3,380 shares 3,380 $1.69M 0.16% +293 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 loaded; 2024Q4: not loaded; 2025Q1: 3,425 shares; 2025Q2: 3,423 shares; 2025Q3: 3,423 shares; 2025Q4: 3,423 shares; 2026Q1: 3,422 shares; 2026Q2: 3,422 shares 3,422 $1.69M 0.16% 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,581 shares; 2025Q2: 6,564 shares; 2025Q3: 2,727 shares; 2025Q4: 2,750 shares; 2026Q1: 2,749 shares; 2026Q2: 3,298 shares 3,298 $1.68M 0.16% +549 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,014 shares; 2025Q2: 13,728 shares; 2025Q3: 11,853 shares; 2025Q4: 11,297 shares; 2026Q1: 10,571 shares; 2026Q2: 11,867 shares 11,867 $1.55M 0.15% +1,296 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 loaded; 2024Q4: not loaded; 2025Q1: 3,932 shares; 2025Q2: 2,992 shares; 2025Q3: 2,856 shares; 2025Q4: 2,703 shares; 2026Q1: 2,655 shares; 2026Q2: 3,573 shares 3,573 $1.55M 0.15% +918 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,554 shares; 2025Q2: 17,179 shares; 2025Q3: 17,279 shares; 2025Q4: 21,404 shares; 2026Q1: 19,899 shares; 2026Q2: 19,699 shares 19,699 $1.49M 0.14% -200 Timeline VTHR 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400 $1.46M 0.14% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,865 shares; 2025Q2: 20,371 shares; 2025Q3: 20,371 shares; 2025Q4: 20,456 shares; 2026Q1: 20,259 shares; 2026Q2: 20,259 shares 20,259 $1.46M 0.14% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 10,917 shares; 2025Q2: 10,498 shares; 2025Q3: 10,359 shares; 2025Q4: 10,282 shares; 2026Q1: 10,461 shares; 2026Q2: 10,602 shares 10,602 $1.44M 0.14% +141 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,760 shares; 2025Q2: 4,680 shares; 2025Q3: 4,666 shares; 2025Q4: 4,708 shares; 2026Q1: 4,685 shares; 2026Q2: 4,548 shares 4,548 $1.43M 0.14% -137 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,086 shares; 2025Q2: 6,098 shares; 2025Q3: 5,876 shares; 2025Q4: 6,141 shares; 2026Q1: 6,463 shares; 2026Q2: 6,463 shares 6,463 $1.43M 0.14% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,078 shares; 2025Q2: 16,443 shares; 2025Q3: 16,400 shares; 2025Q4: 16,745 shares; 2026Q1: 18,505 shares; 2026Q2: 18,505 shares 18,505 $1.42M 0.14% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,265 shares; 2025Q2: 4,260 shares; 2025Q3: 4,260 shares; 2025Q4: 4,235 shares; 2026Q1: 4,233 shares; 2026Q2: 4,183 shares 4,183 $1.39M 0.13% -50 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,661 shares; 2025Q2: 6,598 shares; 2025Q3: 5,852 shares; 2025Q4: 5,848 shares; 2026Q1: 5,160 shares; 2026Q2: 3,758 shares 3,758 $1.38M 0.13% -1,402 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,336 shares; 2025Q2: 5,272 shares; 2025Q3: 5,639 shares; 2025Q4: 5,639 shares; 2026Q1: 6,509 shares; 2026Q2: 6,114 shares 6,114 $1.37M 0.13% -395 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,024 shares; 2025Q2: 10,003 shares; 2025Q3: 10,003 shares; 2025Q4: 10,003 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $1.36M 0.13% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,760 shares; 2025Q2: 13,760 shares; 2025Q3: 13,600 shares; 2025Q4: 13,553 shares; 2026Q1: 11,990 shares; 2026Q2: 11,565 shares 11,565 $1.36M 0.13% -425 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,759 shares; 2025Q2: 4,345 shares; 2025Q3: 4,045 shares; 2025Q4: 4,065 shares; 2026Q1: 4,063 shares; 2026Q2: 4,063 shares 4,063 $1.34M 0.13% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,783 shares; 2025Q2: 3,831 shares; 2025Q3: 3,834 shares; 2025Q4: 3,834 shares; 2026Q1: 3,799 shares; 2026Q2: 3,841 shares 3,841 $1.3M 0.13% +42 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,554 shares; 2025Q2: 1,602 shares; 2025Q3: 1,655 shares; 2025Q4: 1,642 shares; 2026Q1: 1,298 shares; 2026Q2: 1,272 shares 1,272 $1.29M 0.12% -26 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: not loaded; 2024Q4: not loaded; 2025Q1: 226 shares; 2025Q2: 137 shares; 2025Q3: 347 shares; 2025Q4: 1,145 shares; 2026Q1: 1,294 shares; 2026Q2: 1,067 shares 1,067 $1.25M 0.12% -227 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 16,500 shares; 2025Q4: 16,500 shares; 2026Q1: 16,500 shares; 2026Q2: 16,500 shares 16,500 $1.25M 0.12% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,086 shares; 2025Q2: 11,355 shares; 2025Q3: 12,955 shares; 2025Q4: 13,055 shares; 2026Q1: 13,533 shares; 2026Q2: 13,333 shares 13,333 $1.21M 0.12% -200 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 loaded; 2024Q4: not loaded; 2025Q1: 10,765 shares; 2025Q2: 14,335 shares; 2025Q3: 14,255 shares; 2025Q4: 14,255 shares; 2026Q1: 14,255 shares; 2026Q2: 14,255 shares 14,255 $1.19M 0.12% 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,957 shares; 2025Q2: 3,194 shares; 2025Q3: 3,398 shares; 2025Q4: 3,398 shares; 2026Q1: 3,430 shares; 2026Q2: 3,328 shares 3,328 $1.18M 0.11% -102 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: not loaded; 2024Q4: not loaded; 2025Q1: 13,593 shares; 2025Q2: 13,505 shares; 2025Q3: 13,480 shares; 2025Q4: 13,507 shares; 2026Q1: 13,503 shares; 2026Q2: 13,503 shares 13,503 $1.14M 0.11% 0 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $1.12M 0.11% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 11,459 shares; 2025Q2: 11,954 shares; 2025Q3: 12,172 shares; 2025Q4: 12,172 shares; 2026Q1: 12,166 shares; 2026Q2: 11,709 shares 11,709 $1.07M 0.1% -457 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 45,332 shares; 2025Q2: 41,757 shares; 2025Q3: 41,757 shares; 2025Q4: 28,725 shares; 2026Q1: 28,725 shares; 2026Q2: 43,015 shares 43,015 $1.07M 0.1% +14,290 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: not loaded; 2024Q4: not loaded; 2025Q1: 11,919 shares; 2025Q2: 10,079 shares; 2025Q3: 10,237 shares; 2025Q4: 20,454 shares; 2026Q1: 20,454 shares; 2026Q2: 20,006 shares 20,006 $1.06M 0.1% -448 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,035 shares; 2025Q2: 3,323 shares; 2025Q3: 2,760 shares; 2025Q4: 2,860 shares; 2026Q1: 3,761 shares; 2026Q2: 5,731 shares 5,731 $1.06M 0.1% +1,970 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,158 shares; 2025Q2: 2,373 shares; 2025Q3: 2,352 shares; 2025Q4: 2,556 shares; 2026Q1: 2,478 shares; 2026Q2: 2,053 shares 2,053 $1.05M 0.1% -425 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,968 shares; 2025Q2: 7,968 shares; 2025Q3: 7,768 shares; 2025Q4: 7,400 shares; 2026Q1: 6,398 shares; 2026Q2: 7,099 shares 7,099 $1.05M 0.1% +701 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: not loaded; 2024Q4: not loaded; 2025Q1: 924 shares; 2025Q2: 905 shares; 2025Q3: 1,266 shares; 2025Q4: 1,598 shares; 2026Q1: 1,439 shares; 2026Q2: 1,449 shares 1,449 $1.05M 0.1% +10 Timeline GSIE 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: not loaded; 2024Q4: not loaded; 2025Q1: 15,606 shares; 2025Q2: 17,705 shares; 2025Q3: 17,596 shares; 2025Q4: 17,631 shares; 2026Q1: 16,701 shares; 2026Q2: 22,194 shares 22,194 $1.01M 0.1% +5,493 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,119 shares; 2025Q2: 2,338 shares; 2025Q3: 1,498 shares; 2025Q4: 1,482 shares; 2026Q1: 1,573 shares; 2026Q2: 2,955 shares 2,955 $1.01M 0.1% +1,382 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: not loaded; 2024Q4: not loaded; 2025Q1: 22,615 shares; 2025Q2: 22,360 shares; 2025Q3: 17,080 shares; 2025Q4: 17,080 shares; 2026Q1: 17,470 shares; 2026Q2: 17,470 shares 17,470 $1.01M 0.1% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,353 shares; 2025Q2: 4,596 shares; 2025Q3: 4,568 shares; 2025Q4: 4,097 shares; 2026Q1: 3,299 shares; 2026Q2: 6,418 shares 6,418 $993K 0.1% +3,119 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 670 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,263 shares; 2026Q1: 1,238 shares; 2026Q2: 1,217 shares 1,217 $967K 0.09% -21 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,201 shares; 2025Q2: 5,164 shares; 2025Q3: 3,260 shares; 2025Q4: 3,296 shares; 2026Q1: 4,150 shares; 2026Q2: 4,064 shares 4,064 $967K 0.09% -86 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: not loaded; 2024Q4: not loaded; 2025Q1: 473 shares; 2025Q2: 462 shares; 2025Q3: 456 shares; 2025Q4: 14,560 shares; 2026Q1: 12,530 shares; 2026Q2: 13,580 shares 13,580 $966K 0.09% +1,050 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: not loaded; 2024Q4: not loaded; 2025Q1: 11,728 shares; 2025Q2: 11,710 shares; 2025Q3: 11,710 shares; 2025Q4: 11,710 shares; 2026Q1: 11,710 shares; 2026Q2: 11,710 shares 11,710 $950K 0.09% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,397 shares; 2025Q2: 1,378 shares; 2025Q3: 1,379 shares; 2025Q4: 1,379 shares; 2026Q1: 1,376 shares; 2026Q2: 2,376 shares 2,376 $944K 0.09% +1,000 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,926 shares; 2025Q2: 3,908 shares; 2025Q3: 3,885 shares; 2025Q4: 3,946 shares; 2026Q1: 3,960 shares; 2026Q2: 4,227 shares 4,227 $933K 0.09% +267 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 loaded; 2024Q4: not loaded; 2025Q1: 1,180 shares; 2025Q2: 4,664 shares; 2025Q3: 5,864 shares; 2025Q4: 5,529 shares; 2026Q1: 5,525 shares; 2026Q2: 5,380 shares 5,380 $914K 0.09% -145 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,907 shares; 2025Q2: 1,985 shares; 2025Q3: 2,972 shares; 2025Q4: 15,671 shares; 2026Q1: 12,237 shares; 2026Q2: 12,597 shares 12,597 $909K 0.09% +360 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,150 shares; 2025Q3: 3,871 shares; 2025Q4: 24,472 shares; 2026Q1: 26,357 shares; 2026Q2: 26,732 shares 26,732 $890K 0.09% +375 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,971 shares 3,971 $889K 0.09% new 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,971 shares 3,971 $878K 0.08% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 10,141 shares; 2025Q2: 12,038 shares; 2025Q3: 11,794 shares; 2025Q4: 11,167 shares; 2026Q1: 9,381 shares; 2026Q2: 8,106 shares 8,106 $872K 0.08% -1,275 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: not loaded; 2024Q4: not loaded; 2025Q1: 9,279 shares; 2025Q2: 5,979 shares; 2025Q3: 5,979 shares; 2025Q4: 5,085 shares; 2026Q1: 5,085 shares; 2026Q2: 4,085 shares 4,085 $869K 0.08% -1,000 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 loaded; 2024Q4: not loaded; 2025Q1: 483 shares; 2025Q2: 5 shares; 2025Q3: 305 shares; 2025Q4: 705 shares; 2026Q1: 700 shares; 2026Q2: 745 shares 745 $860K 0.08% +45 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: not loaded; 2024Q4: not loaded; 2025Q1: 7,654 shares; 2025Q2: 6,064 shares; 2025Q3: 6,064 shares; 2025Q4: 6,064 shares; 2026Q1: 6,043 shares; 2026Q2: 6,118 shares 6,118 $854K 0.08% +75 Timeline JMHI 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,621 shares; 2026Q2: 16,621 shares 16,621 $842K 0.08% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 33,698 shares; 2025Q2: 33,207 shares; 2025Q3: 33,207 shares; 2025Q4: 34,407 shares; 2026Q1: 33,784 shares; 2026Q2: 33,487 shares 33,487 $806K 0.08% -297 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,551 shares; 2025Q2: 1,189 shares; 2025Q3: 2,030 shares; 2025Q4: 2,051 shares; 2026Q1: 2,035 shares; 2026Q2: 2,127 shares 2,127 $795K 0.08% +92 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: not loaded; 2024Q4: not loaded; 2025Q1: 23,344 shares; 2025Q2: 23,917 shares; 2025Q3: 23,917 shares; 2025Q4: 23,344 shares; 2026Q1: 23,345 shares; 2026Q2: 23,345 shares 23,345 $790K 0.08% 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,528 shares; 2025Q2: 1,499 shares; 2025Q3: 1,749 shares; 2025Q4: 1,917 shares; 2026Q1: 1,934 shares; 2026Q2: 3,777 shares 3,777 $790K 0.08% +1,843 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,583 shares; 2025Q2: 3,543 shares; 2025Q3: 3,795 shares; 2025Q4: 3,611 shares; 2026Q1: 3,692 shares; 2026Q2: 7,977 shares 7,977 $763K 0.07% +4,285 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,960 shares; 2025Q2: 13,615 shares; 2025Q3: 15,320 shares; 2025Q4: 15,320 shares; 2026Q1: 15,320 shares; 2026Q2: 14,114 shares 14,114 $757K 0.07% -1,206 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: not loaded; 2024Q4: not loaded; 2025Q1: 10,322 shares; 2025Q2: 10,269 shares; 2025Q3: 10,269 shares; 2025Q4: 10,269 shares; 2026Q1: 10,264 shares; 2026Q2: 10,264 shares 10,264 $753K 0.07% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 21 shares; 2026Q2: 1 shares 1 $749K 0.07% -20 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: not loaded; 2024Q4: not loaded; 2025Q1: 198 shares; 2025Q2: 343 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 247 shares; 2026Q2: 2,470 shares 2,470 $745K 0.07% +2,223 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,325 shares; 2025Q2: 2,397 shares; 2025Q3: 2,564 shares; 2025Q4: 1,929 shares; 2026Q1: 1,978 shares; 2026Q2: 2,738 shares 2,738 $741K 0.07% +760 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,031 shares; 2025Q2: 3,628 shares; 2025Q3: 3,931 shares; 2025Q4: 4,008 shares; 2026Q1: 4,679 shares; 2026Q2: 8,372 shares 8,372 $735K 0.07% +3,693 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,673 shares; 2025Q2: 2,654 shares; 2025Q3: 2,599 shares; 2025Q4: 2,164 shares; 2026Q1: 2,067 shares; 2026Q2: 3,263 shares 3,263 $727K 0.07% +1,196 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,789 shares; 2025Q2: 4,940 shares; 2025Q3: 4,599 shares; 2025Q4: 4,103 shares; 2026Q1: 3,721 shares; 2026Q2: 5,048 shares 5,048 $716K 0.07% +1,327 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: not loaded; 2024Q4: not loaded; 2025Q1: 15,768 shares; 2025Q2: 16,159 shares; 2025Q3: 15,757 shares; 2025Q4: 12,786 shares; 2026Q1: 12,608 shares; 2026Q2: 16,798 shares 16,798 $711K 0.07% +4,190 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,141 shares; 2025Q2: 16,141 shares; 2025Q3: 16,393 shares; 2025Q4: 15,252 shares; 2026Q1: 15,252 shares; 2026Q2: 13,252 shares 13,252 $670K 0.06% -2,000 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 loaded; 2024Q4: not loaded; 2025Q1: 725 shares; 2025Q2: 2,126 shares; 2025Q3: 2,195 shares; 2025Q4: 2,237 shares; 2026Q1: 2,037 shares; 2026Q2: 2,206 shares 2,206 $669K 0.06% +169 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,606 shares; 2025Q2: 1,596 shares; 2025Q3: 845 shares; 2025Q4: 868 shares; 2026Q1: 883 shares; 2026Q2: 1,949 shares 1,949 $664K 0.06% +1,066 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,250 shares; 2025Q2: 1,241 shares; 2025Q3: 1,244 shares; 2025Q4: 1,880 shares; 2026Q1: 2,215 shares; 2026Q2: 2,215 shares 2,215 $660K 0.06% 0 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,425 shares; 2026Q1: 4,811 shares; 2026Q2: 8,576 shares 8,576 $655K 0.06% +3,765 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: not loaded; 2024Q4: not loaded; 2025Q1: 17,830 shares; 2025Q2: 15,681 shares; 2025Q3: 14,231 shares; 2025Q4: 13,805 shares; 2026Q1: 11,898 shares; 2026Q2: 11,205 shares 11,205 $648K 0.06% -693 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,496 shares; 2025Q2: 3,817 shares; 2025Q3: 4,087 shares; 2025Q4: 4,552 shares; 2026Q1: 5,192 shares; 2026Q2: 4,409 shares 4,409 $646K 0.06% -783 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 loaded; 2024Q4: not loaded; 2025Q1: 1,811 shares; 2025Q2: 1,806 shares; 2025Q3: 1,593 shares; 2025Q4: 1,579 shares; 2026Q1: 1,611 shares; 2026Q2: 3,140 shares 3,140 $633K 0.06% +1,529 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: not loaded; 2024Q4: not loaded; 2025Q1: 44,016 shares; 2025Q2: 43,636 shares; 2025Q3: 40,343 shares; 2025Q4: 30,899 shares; 2026Q1: 30,856 shares; 2026Q2: 30,493 shares 30,493 $631K 0.06% -363 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,332 shares; 2025Q2: 1,754 shares; 2025Q3: 1,771 shares; 2025Q4: 2,637 shares; 2026Q1: 1,823 shares; 2026Q2: 1,464 shares 1,464 $616K 0.06% -359 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,858 shares; 2025Q2: 6,376 shares; 2025Q3: 5,876 shares; 2025Q4: 5,861 shares; 2026Q1: 5,950 shares; 2026Q2: 5,950 shares 5,950 $616K 0.06% 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,122 shares; 2025Q2: 4,122 shares; 2025Q3: 4,127 shares; 2025Q4: 4,127 shares; 2026Q1: 4,127 shares; 2026Q2: 3,927 shares 3,927 $615K 0.06% -200 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,056 shares; 2025Q2: 962 shares; 2025Q3: 1,049 shares; 2025Q4: 1,043 shares; 2026Q1: 1,244 shares; 2026Q2: 1,203 shares 1,203 $613K 0.06% -41 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,062 shares; 2025Q2: 2,047 shares; 2025Q3: 1,976 shares; 2025Q4: 1,976 shares; 2026Q1: 1,974 shares; 2026Q2: 1,893 shares 1,893 $596K 0.06% -81 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,683 shares; 2025Q2: 8,358 shares; 2025Q3: 8,058 shares; 2025Q4: 8,058 shares; 2026Q1: 8,155 shares; 2026Q2: 3,580 shares 3,580 $580K 0.06% -4,575 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,181 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 1,913 shares; 2026Q1: 1,912 shares; 2026Q2: 1,960 shares 1,960 $546K 0.05% +48 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,433 shares; 2025Q2: 4,346 shares; 2025Q3: 4,059 shares; 2025Q4: 4,072 shares; 2026Q1: 4,039 shares; 2026Q2: 5,782 shares 5,782 $540K 0.05% +1,743 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,879 shares; 2025Q2: 1,777 shares; 2025Q3: 1,780 shares; 2025Q4: 2,048 shares; 2026Q1: 2,302 shares; 2026Q2: 2,406 shares 2,406 $521K 0.05% +104 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: not loaded; 2024Q4: not loaded; 2025Q1: 776 shares; 2025Q2: 4,048 shares; 2025Q3: 4,048 shares; 2025Q4: 4,048 shares; 2026Q1: 4,048 shares; 2026Q2: 4,048 shares 4,048 $517K 0.05% 0 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,175 shares; 2026Q1: 15,656 shares; 2026Q2: 13,600 shares 13,600 $514K 0.05% -2,056 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 760 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 756 shares; 2026Q1: 665 shares; 2026Q2: 675 shares 675 $510K 0.05% +10 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,897 shares; 2025Q2: 5,506 shares; 2025Q3: 5,515 shares; 2025Q4: 5,344 shares; 2026Q1: 5,346 shares; 2026Q2: 5,259 shares 5,259 $506K 0.05% -87 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,778 shares; 2025Q2: 2,112 shares; 2025Q3: 2,151 shares; 2025Q4: 1,940 shares; 2026Q1: 1,819 shares; 2026Q2: 2,051 shares 2,051 $485K 0.05% +232 Timeline SHYM 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,470 shares; 2026Q2: 21,470 shares 21,470 $482K 0.05% 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,746 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares; 2026Q1: 3,726 shares; 2026Q2: 3,726 shares 3,726 $471K 0.05% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,764 shares; 2025Q2: 520 shares; 2025Q3: 491 shares; 2025Q4: 474 shares; 2026Q1: 592 shares; 2026Q2: 2,885 shares 2,885 $470K 0.05% +2,293 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,545 shares; 2025Q2: 6,545 shares; 2025Q3: 5,545 shares; 2025Q4: 5,545 shares; 2026Q1: 5,545 shares; 2026Q2: 5,515 shares 5,515 $461K 0.04% -30 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,108 shares; 2025Q2: 599 shares; 2025Q3: 779 shares; 2025Q4: 795 shares; 2026Q1: 686 shares; 2026Q2: 1,558 shares 1,558 $457K 0.04% +872 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,075 shares; 2025Q4: 13,678 shares; 2026Q1: 13,752 shares; 2026Q2: 8,075 shares 8,075 $456K 0.04% -5,677 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,326 shares; 2025Q2: 2,268 shares; 2025Q3: 2,285 shares; 2025Q4: 3,910 shares; 2026Q1: 3,896 shares; 2026Q2: 3,896 shares 3,896 $455K 0.04% 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 loaded; 2024Q4: not loaded; 2025Q1: 874 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 675 shares; 2026Q2: 675 shares 675 $431K 0.04% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 596 shares; 2025Q2: 585 shares; 2025Q3: 668 shares; 2025Q4: 681 shares; 2026Q1: 441 shares; 2026Q2: 451 shares 451 $421K 0.04% +10 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 4,295 shares; 2026Q2: 4,295 shares 4,295 $418K 0.04% 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 loaded; 2024Q4: not loaded; 2025Q1: 27 shares; 2025Q2: 6 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 0 shares; 2026Q2: 10,087 shares 10,087 $417K 0.04% +10,087 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,478 shares; 2025Q2: 878 shares; 2025Q3: 878 shares; 2025Q4: 878 shares; 2026Q1: 877 shares; 2026Q2: 877 shares 877 $402K 0.04% 0 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,542 shares; 2026Q1: 7,542 shares; 2026Q2: 7,542 shares 7,542 $401K 0.04% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,216 shares; 2025Q2: 3,160 shares; 2025Q3: 3,160 shares; 2025Q4: 3,160 shares; 2026Q1: 2,312 shares; 2026Q2: 2,422 shares 2,422 $396K 0.04% +110 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,232 shares; 2025Q2: 1,569 shares; 2025Q3: 1,216 shares; 2025Q4: 1,127 shares; 2026Q1: 802 shares; 2026Q2: 1,931 shares 1,931 $396K 0.04% +1,129 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,100 shares; 2025Q2: 9,100 shares; 2025Q3: 20,100 shares; 2025Q4: 20,100 shares; 2026Q1: 19,000 shares; 2026Q2: 13,000 shares 13,000 $390K 0.04% -6,000 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,965 shares; 2025Q2: 4,175 shares; 2025Q3: 3,965 shares; 2025Q4: 7,930 shares; 2026Q1: 7,930 shares; 2026Q2: 7,660 shares 7,660 $389K 0.04% -270 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 loaded; 2024Q4: not loaded; 2025Q1: 5,206 shares; 2025Q2: 10,376 shares; 2025Q3: 10,376 shares; 2025Q4: 10,376 shares; 2026Q1: 8,064 shares; 2026Q2: 8,064 shares 8,064 $387K 0.04% 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 loaded; 2024Q4: not loaded; 2025Q1: 1,051 shares; 2025Q2: 1,051 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares; 2026Q1: 1,112 shares; 2026Q2: 1,112 shares 1,112 $382K 0.04% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,236 shares; 2025Q2: 5,231 shares; 2025Q3: 5,231 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $382K 0.04% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,286 shares; 2025Q2: 2,261 shares; 2025Q3: 1,051 shares; 2025Q4: 3,237 shares; 2026Q1: 3,125 shares; 2026Q2: 1,025 shares 1,025 $379K 0.04% -2,100 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,565 shares; 2025Q2: 12,970 shares; 2025Q3: 12,970 shares; 2025Q4: 12,751 shares; 2026Q1: 12,285 shares; 2026Q2: 11,935 shares 11,935 $377K 0.04% -350 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,348 shares; 2025Q2: 2,340 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 1,990 shares; 2026Q2: 1,990 shares 1,990 $375K 0.04% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 528 shares; 2025Q2: 145 shares; 2025Q3: 172 shares; 2025Q4: 163 shares; 2026Q1: 175 shares; 2026Q2: 1,274 shares 1,274 $370K 0.04% +1,099 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: not loaded; 2024Q4: not loaded; 2025Q1: 14,714 shares; 2025Q2: 16,557 shares; 2025Q3: 8,594 shares; 2025Q4: 8,594 shares; 2026Q1: 7,713 shares; 2026Q2: 7,713 shares 7,713 $367K 0.04% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,095 shares; 2025Q2: 2,049 shares; 2025Q3: 1,001 shares; 2025Q4: 1,021 shares; 2026Q1: 1,039 shares; 2026Q2: 1,031 shares 1,031 $366K 0.04% -8 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,907 shares; 2025Q2: 7,907 shares; 2025Q3: 7,907 shares; 2025Q4: 7,907 shares; 2026Q1: 11,557 shares; 2026Q2: 9,877 shares 9,877 $366K 0.04% -1,680 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,326 shares; 2025Q2: 5,319 shares; 2025Q3: 4,908 shares; 2025Q4: 3,966 shares; 2026Q1: 3,902 shares; 2026Q2: 3,389 shares 3,389 $364K 0.04% -513 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 112 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares 112 $358K 0.03% 0 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 loaded; 2024Q4: not loaded; 2025Q1: 3,618 shares; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares; 2026Q1: 3,696 shares; 2026Q2: 3,696 shares 3,696 $355K 0.03% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 467 shares; 2025Q2: 767 shares; 2025Q3: 707 shares; 2025Q4: 1,107 shares; 2026Q1: 907 shares; 2026Q2: 742 shares 742 $354K 0.03% -165 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,237 shares; 2025Q2: 2,237 shares; 2025Q3: 2,237 shares; 2025Q4: 2,237 shares; 2026Q1: 2,237 shares; 2026Q2: 2,237 shares 2,237 $354K 0.03% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,769 shares; 2025Q2: 1,010 shares; 2025Q3: 983 shares; 2025Q4: 1,065 shares; 2026Q1: 1,125 shares; 2026Q2: 4,516 shares 4,516 $353K 0.03% +3,391 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,018 shares; 2025Q4: 1,212 shares; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares 1,018 $349K 0.03% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,890 shares; 2025Q2: 1,965 shares; 2025Q3: 1,890 shares; 2025Q4: 1,890 shares; 2026Q1: 1,490 shares; 2026Q2: 1,490 shares 1,490 $347K 0.03% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,574 shares; 2025Q3: 2,824 shares; 2025Q4: 2,824 shares; 2026Q1: 2,824 shares; 2026Q2: 2,824 shares 2,824 $336K 0.03% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,178 shares; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: 1,178 shares; 2026Q1: 1,178 shares; 2026Q2: 1,529 shares 1,529 $336K 0.03% +351 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 loaded; 2024Q4: not loaded; 2025Q1: 150 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $332K 0.03% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,774 shares; 2025Q2: 1,811 shares; 2025Q3: 1,785 shares; 2025Q4: 1,534 shares; 2026Q1: 1,530 shares; 2026Q2: 1,488 shares 1,488 $328K 0.03% -42 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 loaded; 2024Q4: not loaded; 2025Q1: 1,599 shares; 2025Q2: 1,668 shares; 2025Q3: 1,798 shares; 2025Q4: 1,798 shares; 2026Q1: 2,152 shares; 2026Q2: 1,960 shares 1,960 $327K 0.03% -192 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: not loaded; 2024Q4: not loaded; 2025Q1: 844 shares; 2025Q2: 842 shares; 2025Q3: 853 shares; 2025Q4: 842 shares; 2026Q1: 842 shares; 2026Q2: 842 shares 842 $326K 0.03% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,580 shares; 2025Q2: 3,940 shares; 2025Q3: 3,580 shares; 2025Q4: 7,160 shares; 2026Q1: 7,160 shares; 2026Q2: 7,160 shares 7,160 $325K 0.03% 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,852 shares; 2025Q2: 2,852 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares; 2026Q2: 2,075 shares 2,075 $324K 0.03% 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,138 shares; 2026Q1: 1,950 shares; 2026Q2: 2,000 shares 2,000 $323K 0.03% +50 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: not loaded; 2024Q4: not loaded; 2025Q1: 440 shares; 2025Q2: 1,810 shares; 2025Q3: 2,385 shares; 2025Q4: 2,185 shares; 2026Q1: 1,870 shares; 2026Q2: 1,730 shares 1,730 $320K 0.03% -140 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $319K 0.03% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,628 shares; 2025Q2: 4,531 shares; 2025Q3: 4,531 shares; 2025Q4: 4,531 shares; 2026Q1: 4,527 shares; 2026Q2: 4,355 shares 4,355 $312K 0.03% -172 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: not loaded; 2024Q4: not loaded; 2025Q1: 24,333 shares; 2025Q2: 22,518 shares; 2025Q3: 21,312 shares; 2025Q4: 13,637 shares; 2026Q1: 13,361 shares; 2026Q2: 12,414 shares 12,414 $305K 0.03% -947 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: not loaded; 2024Q4: not loaded; 2025Q1: 93 shares; 2025Q2: 92 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 1,639 shares 1,639 $292K 0.03% +1,545 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,385 shares; 2025Q2: 16,385 shares; 2025Q3: 16,385 shares; 2025Q4: 16,385 shares; 2026Q1: 16,385 shares; 2026Q2: 16,385 shares 16,385 $289K 0.03% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,227 shares; 2025Q2: 784 shares; 2025Q3: 519 shares; 2025Q4: 508 shares; 2026Q1: 380 shares; 2026Q2: 4,543 shares 4,543 $281K 0.03% +4,163 Timeline NODE VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,500 shares; 2026Q1: 6,850 shares; 2026Q2: 6,400 shares 6,400 $277K 0.03% -450 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 loaded; 2024Q4: not loaded; 2025Q1: 2,214 shares; 2025Q2: 2,166 shares; 2025Q3: 2,166 shares; 2025Q4: 2,166 shares; 2026Q1: 2,164 shares; 2026Q2: 2,164 shares 2,164 $266K 0.03% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,475 shares; 2025Q2: 2,600 shares; 2025Q3: 3,297 shares; 2025Q4: 2,806 shares; 2026Q1: 2,806 shares; 2026Q2: 2,498 shares 2,498 $266K 0.03% -308 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 loaded; 2024Q4: not loaded; 2025Q1: 57,256 shares; 2025Q2: 58,774 shares; 2025Q3: 39,192 shares; 2025Q4: 19,771 shares; 2026Q1: 3,840 shares; 2026Q2: 3,615 shares 3,615 $265K 0.03% -225 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,639 shares; 2025Q2: 1,793 shares; 2025Q3: 1,543 shares; 2025Q4: 1,543 shares; 2026Q1: 1,475 shares; 2026Q2: 1,321 shares 1,321 $261K 0.03% -154 Timeline DINT DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $256K 0.02% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,119 shares; 2025Q2: 2,111 shares; 2025Q3: 2,111 shares; 2025Q4: 2,111 shares; 2026Q1: 2,111 shares; 2026Q2: 2,111 shares 2,111 $253K 0.02% 0 Timeline AVUS 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 loaded; 2024Q4: not loaded; 2025Q1: 1,954 shares; 2025Q2: 1,954 shares; 2025Q3: 1,954 shares; 2025Q4: 1,954 shares; 2026Q1: 1,954 shares; 2026Q2: 1,954 shares 1,954 $250K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,461 shares; 2025Q2: 3,368 shares; 2025Q3: 2,743 shares; 2025Q4: 2,499 shares; 2026Q1: 1,917 shares; 2026Q2: 2,528 shares 2,528 $249K 0.02% +611 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,213 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 972 shares; 2026Q2: 972 shares 972 $249K 0.02% 0 Timeline XOP 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 loaded; 2024Q4: not loaded; 2025Q1: 1,582 shares; 2025Q2: 1,582 shares; 2025Q3: 1,582 shares; 2025Q4: 1,582 shares; 2026Q1: 1,582 shares; 2026Q2: 1,582 shares 1,582 $244K 0.02% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $243K 0.02% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,569 shares; 2026Q1: 4,575 shares; 2026Q2: 4,575 shares 4,575 $241K 0.02% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,239 shares; 2025Q2: 531 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 463 shares; 2026Q2: 2,042 shares 2,042 $241K 0.02% +1,579 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: not loaded; 2024Q4: not loaded; 2025Q1: 296 shares; 2025Q2: 286 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 250 shares; 2026Q2: 2,000 shares 2,000 $239K 0.02% +1,750 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 232 shares; 2025Q2: 363 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 1,096 shares; 2026Q2: 965 shares 965 $234K 0.02% -131 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,927 shares; 2025Q2: 4,908 shares; 2025Q3: 4,841 shares; 2025Q4: 5,041 shares; 2026Q1: 5,029 shares; 2026Q2: 5,029 shares 5,029 $234K 0.02% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,448 shares; 2025Q2: 5,734 shares; 2025Q3: 4,440 shares; 2025Q4: 8,547 shares; 2026Q1: 8,551 shares; 2026Q2: 9,560 shares 9,560 $226K 0.02% +1,009 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,970 shares; 2025Q2: 2,970 shares; 2025Q3: 2,970 shares; 2025Q4: 2,970 shares; 2026Q1: 2,970 shares; 2026Q2: 2,970 shares 2,970 $224K 0.02% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 570 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 728 shares; 2026Q2: 728 shares 728 $217K 0.02% 0 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $216K 0.02% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $213K 0.02% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 56 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 343 shares; 2026Q1: 343 shares; 2026Q2: 378 shares 378 $212K 0.02% +35 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: not loaded; 2024Q4: not loaded; 2025Q1: 835 shares; 2025Q2: 912 shares; 2025Q3: 1,008 shares; 2025Q4: 1,008 shares; 2026Q1: 1,198 shares; 2026Q2: 1,246 shares 1,246 $211K 0.02% +48 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 367 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 803 shares; 2026Q2: 803 shares 803 $209K 0.02% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 807 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $204K 0.02% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 222 shares; 2025Q4: 4,387 shares; 2026Q1: 5,634 shares; 2026Q2: 5,634 shares 5,634 $204K 0.02% 0 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $200K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 109 shares; 2025Q2: 96 shares; 2025Q3: 6 shares; 2025Q4: 528 shares; 2026Q1: 749 shares; 2026Q2: 4,614 shares 4,614 $199K 0.02% +3,865 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: not loaded; 2024Q4: not loaded; 2025Q1: 478 shares; 2025Q2: 487 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 401 shares; 2026Q2: 401 shares 401 $199K 0.02% 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 loaded; 2024Q4: not loaded; 2025Q1: 129 shares; 2025Q2: 170 shares; 2025Q3: 130 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $198K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 305 shares; 2025Q2: 710 shares; 2025Q3: 915 shares; 2025Q4: 2,090 shares; 2026Q1: 2,090 shares; 2026Q2: 1,680 shares 1,680 $197K 0.02% -410 Timeline AVLV 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 loaded; 2024Q4: not loaded; 2025Q1: 2,145 shares; 2025Q2: 2,145 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares; 2026Q1: 2,145 shares; 2026Q2: 2,145 shares 2,145 $196K 0.02% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 3,050 shares; 2026Q2: 1,090 shares 1,090 $195K 0.02% -1,960 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: not loaded; 2024Q4: not loaded; 2025Q1: 704 shares; 2025Q2: 702 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 640 shares; 2026Q2: 640 shares 640 $189K 0.02% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,686 shares; 2025Q2: 4,403 shares; 2025Q3: 4,318 shares; 2025Q4: 2,353 shares; 2026Q1: 2,403 shares; 2026Q2: 2,339 shares 2,339 $188K 0.02% -64 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $186K 0.02% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,469 shares; 2025Q2: 2,466 shares; 2025Q3: 2,238 shares; 2025Q4: 2,201 shares; 2026Q1: 2,073 shares; 2026Q2: 8,640 shares 8,640 $183K 0.02% +6,567 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 162 shares; 2025Q2: 2,325 shares; 2025Q3: 2,220 shares; 2025Q4: 2,145 shares; 2026Q1: 1,890 shares; 2026Q2: 1,965 shares 1,965 $181K 0.02% +75 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 loaded; 2024Q4: not loaded; 2025Q1: 153 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 1,659 shares; 2026Q2: 1,659 shares 1,659 $179K 0.02% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 55 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,197 shares; 2026Q1: 1,185 shares; 2026Q2: 1,853 shares 1,853 $179K 0.02% +668 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,516 shares; 2025Q2: 2,458 shares; 2025Q3: 2,458 shares; 2025Q4: 2,458 shares; 2026Q1: 2,458 shares; 2026Q2: 2,458 shares 2,458 $178K 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,547 shares; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares 1,525 $176K 0.02% 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,164 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 919 shares; 2026Q1: 916 shares; 2026Q2: 916 shares 916 $174K 0.02% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 776 shares; 2025Q2: 762 shares; 2025Q3: 755 shares; 2025Q4: 749 shares; 2026Q1: 194 shares; 2026Q2: 1,269 shares 1,269 $174K 0.02% +1,075 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: not loaded; 2024Q4: not loaded; 2025Q1: 246 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 239 shares; 2026Q2: 239 shares 239 $172K 0.02% 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,381 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,381 shares; 2026Q2: 1,246 shares 1,246 $170K 0.02% -135 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $170K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 2,100 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $168K 0.02% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 453 shares; 2025Q2: 453 shares; 2025Q3: 453 shares; 2025Q4: 453 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $168K 0.02% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,606 shares; 2025Q2: 5,555 shares; 2025Q3: 5,355 shares; 2025Q4: 1,809 shares; 2026Q1: 1,280 shares; 2026Q2: 6,054 shares 6,054 $161K 0.02% +4,774 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,991 shares; 2025Q2: 3,991 shares; 2025Q3: 4,366 shares; 2025Q4: 4,366 shares; 2026Q1: 4,366 shares; 2026Q2: 4,366 shares 4,366 $160K 0.02% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 117 shares; 2025Q2: 177 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 117 shares 117 $160K 0.02% 0 Timeline WGMI COINSHARES ETF TR More: the full row for COINSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 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 $158K 0.02% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,030 shares; 2025Q2: 1,023 shares; 2025Q3: 1,012 shares; 2025Q4: 991 shares; 2026Q1: 990 shares; 2026Q2: 383 shares 383 $156K 0.02% -607 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,055 shares; 2025Q2: 1,607 shares; 2025Q3: 1,614 shares; 2025Q4: 1,539 shares; 2026Q1: 1,693 shares; 2026Q2: 1,113 shares 1,113 $156K 0.02% -580 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 758 shares; 2025Q2: 1,938 shares; 2025Q3: 1,901 shares; 2025Q4: 1,828 shares; 2026Q1: 1,817 shares; 2026Q2: 1,809 shares 1,809 $150K 0.01% -8 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429 $150K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 463 shares; 2025Q2: 468 shares; 2025Q3: 347 shares; 2025Q4: 293 shares; 2026Q1: 290 shares; 2026Q2: 289 shares 289 $150K 0.01% -1 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,009 shares; 2025Q2: 2,009 shares; 2025Q3: 2,009 shares; 2025Q4: 1,963 shares; 2026Q1: 1,957 shares; 2026Q2: 1,957 shares 1,957 $149K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,234 shares; 2025Q2: 1,200 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 846 shares; 2026Q2: 846 shares 846 $149K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,266 shares; 2025Q2: 1,239 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares; 2026Q1: 1,237 shares; 2026Q2: 1,237 shares 1,237 $149K 0.01% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 457 shares; 2025Q2: 833 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 443 shares; 2026Q2: 373 shares 373 $148K 0.01% -70 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,630 shares; 2025Q2: 2,690 shares; 2025Q3: 2,690 shares; 2025Q4: 2,470 shares; 2026Q1: 2,422 shares; 2026Q2: 3,625 shares 3,625 $147K 0.01% +1,203 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,350 shares; 2025Q2: 5,234 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares; 2026Q1: 4,515 shares; 2026Q2: 4,515 shares 4,515 $144K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 114 shares; 2025Q2: 153 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 108 shares 108 $144K 0.01% -5 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,359 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $143K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,495 shares; 2025Q2: 12,509 shares; 2025Q3: 7,468 shares; 2025Q4: 6,048 shares; 2026Q1: 4,264 shares; 2026Q2: 4,063 shares 4,063 $141K 0.01% -201 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: not loaded; 2024Q4: not loaded; 2025Q1: 703 shares; 2025Q2: 1,391 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 890 shares; 2026Q2: 890 shares 890 $141K 0.01% 0 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares; 2026Q2: 1,084 shares 1,084 $138K 0.01% 0 Timeline SPYV 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares; 2026Q1: 2,235 shares; 2026Q2: 2,235 shares 2,235 $136K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,935 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $133K 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,040 shares; 2026Q2: 2,040 shares 2,040 $132K 0.01% 0 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 750 shares; 2025Q4: 7,000 shares; 2026Q1: 1,900 shares; 2026Q2: 9,650 shares 9,650 $128K 0.01% +7,750 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,617 shares; 2025Q2: 957 shares; 2025Q3: 992 shares; 2025Q4: 866 shares; 2026Q1: 1,483 shares; 2026Q2: 1,090 shares 1,090 $128K 0.01% -393 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,013 shares; 2025Q4: 13,013 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $128K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,323 shares; 2025Q2: 1,408 shares; 2025Q3: 1,323 shares; 2025Q4: 1,479 shares; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares 1,008 $128K 0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,404 shares; 2025Q3: 2,511 shares; 2025Q4: 4,587 shares; 2026Q1: 4,594 shares; 2026Q2: 4,594 shares 4,594 $127K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,333 shares; 2026Q1: 3,338 shares; 2026Q2: 3,338 shares 3,338 $127K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 116 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 307 shares; 2026Q1: 307 shares; 2026Q2: 307 shares 307 $126K 0.01% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 854 shares; 2026Q1: 854 shares; 2026Q2: 854 shares 854 $125K 0.01% 0 Timeline FVD 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550 $123K 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,059 shares; 2025Q2: 3,032 shares; 2025Q3: 3,032 shares; 2025Q4: 2,865 shares; 2026Q1: 2,857 shares; 2026Q2: 2,857 shares 2,857 $122K 0.01% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,650 shares; 2025Q2: 4,650 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 3,804 shares; 2026Q2: 3,804 shares 3,804 $121K 0.01% 0 Timeline FTSM 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: not loaded; 2024Q4: not loaded; 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 $119K 0.01% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $118K 0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,379 shares; 2026Q1: 1,236 shares; 2026Q2: 1,236 shares 1,236 $117K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 849 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 830 shares; 2026Q2: 830 shares 830 $115K 0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $111K 0.01% 0 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 loaded; 2024Q4: not loaded; 2025Q1: 3,590 shares; 2025Q2: 3,590 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $111K 0.01% 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,244 shares; 2026Q2: 1,244 shares 1,244 $109K 0.01% 0 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares; 2025Q3: 1,179 shares; 2025Q4: 1,179 shares; 2026Q1: 1,179 shares; 2026Q2: 1,179 shares 1,179 $107K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares; 2026Q1: 1,665 shares; 2026Q2: 985 shares 985 $106K 0.01% -680 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 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 $105K 0.01% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,054 shares; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 2,040 shares; 2026Q2: 2,040 shares 2,040 $102K 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: not loaded; 2024Q4: not loaded; 2025Q1: 119 shares; 2025Q2: 113 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 102 shares; 2026Q2: 102 shares 102 $99.8K 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 loaded; 2024Q4: not loaded; 2025Q1: 430 shares; 2025Q2: 422 shares; 2025Q3: 580 shares; 2025Q4: 625 shares; 2026Q1: 553 shares; 2026Q2: 553 shares 553 $99.3K 0.01% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,690 shares; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares; 2025Q4: 3,690 shares; 2026Q1: 3,690 shares; 2026Q2: 3,690 shares 3,690 $98.4K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 324 shares; 2025Q2: 79 shares; 2025Q3: 101 shares; 2025Q4: 63 shares; 2026Q1: 20 shares; 2026Q2: 425 shares 425 $97.8K 0.01% +405 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 327 shares; 2026Q2: 327 shares 327 $97.8K 0.01% 0 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $97.7K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares; 2025Q4: 1,341 shares; 2026Q1: 1,341 shares; 2026Q2: 1,341 shares 1,341 $97.4K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 592 shares; 2026Q1: 590 shares; 2026Q2: 590 shares 590 $96.4K 0.01% 0 Timeline LIFE ETHOS TECHNOLOGIES INC More: the full row for ETHOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,263 shares; 2026Q2: 5,263 shares 5,263 $95.5K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 309 shares; 2025Q2: 270 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 268 shares; 2026Q2: 300 shares 300 $95.3K 0.01% +32 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 227 shares; 2025Q2: 222 shares; 2025Q3: 223 shares; 2025Q4: 945 shares; 2026Q1: 940 shares; 2026Q2: 955 shares 955 $94.8K 0.01% +15 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 936 shares; 2026Q1: 1,212 shares; 2026Q2: 1,212 shares 1,212 $94.2K 0.01% 0 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 loaded; 2024Q4: not loaded; 2025Q1: 1,253 shares; 2025Q2: 1,163 shares; 2025Q3: 413 shares; 2025Q4: 391 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $92.7K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 816 shares; 2025Q4: 816 shares; 2026Q1: 816 shares; 2026Q2: 816 shares 816 $92.2K 0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,733 shares; 2025Q2: 1,567 shares; 2025Q3: 1,474 shares; 2025Q4: 1,474 shares; 2026Q1: 1,474 shares; 2026Q2: 1,971 shares 1,971 $91K 0.01% +497 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 394 shares; 2026Q1: 395 shares; 2026Q2: 396 shares 396 $90.6K 0.01% +1 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530 $90.6K 0.01% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,562 shares; 2025Q2: 1,489 shares; 2025Q3: 1,434 shares; 2025Q4: 378 shares; 2026Q1: 328 shares; 2026Q2: 1,823 shares 1,823 $89.4K 0.01% +1,495 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares; 2026Q2: 130 shares 130 $89.3K 0.01% -1,030 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 318 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $89.2K 0.01% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 618 shares; 2025Q2: 618 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares; 2026Q2: 618 shares 618 $89.2K 0.01% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 209 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $89K 0.01% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,414 shares; 2026Q2: 2,414 shares 2,414 $88.2K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,315 shares; 2025Q2: 3,281 shares; 2025Q3: 3,154 shares; 2025Q4: 837 shares; 2026Q1: 766 shares; 2026Q2: 835 shares 835 $86.8K 0.01% +69 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 363 shares; 2025Q2: 1,425 shares; 2025Q3: 1,425 shares; 2025Q4: 1,496 shares; 2026Q1: 1,496 shares; 2026Q2: 1,496 shares 1,496 $86.4K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 620 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares; 2026Q1: 592 shares; 2026Q2: 592 shares 592 $85.6K 0.01% 0 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares; 2026Q2: 885 shares 885 $85.4K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $85.3K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,347 shares; 2026Q1: 1,347 shares; 2026Q2: 1,347 shares 1,347 $84.8K 0.01% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares; 2026Q2: 1,620 shares 1,620 $84K 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 874 shares; 2026Q1: 874 shares; 2026Q2: 874 shares 874 $83.1K 0.01% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,473 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 2,590 shares; 2026Q1: 2,590 shares; 2026Q2: 3,041 shares 3,041 $82.3K 0.01% +451 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 410 shares 410 $82K 0.01% new Timeline RDVY 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: not loaded; 2024Q4: not loaded; 2025Q1: 175 shares; 2025Q2: 527 shares; 2025Q3: 175 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 1,001 shares 1,001 $81.1K 0.01% +825 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 loaded; 2024Q4: not loaded; 2025Q1: 178 shares; 2025Q2: 169 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $80K 0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $79.9K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 857 shares; 2025Q2: 366 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 210 shares; 2026Q2: 252 shares 252 $78.9K 0.01% +42 Timeline FTCS 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 833 shares; 2026Q2: 833 shares 833 $78.2K 0.01% 0 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 762 shares 762 $77.3K 0.01% new Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,635 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,245 shares; 2026Q2: 795 shares 795 $76.8K 0.01% -450 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 392 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 524 shares; 2026Q2: 524 shares 524 $76.6K 0.01% 0 Timeline FXN 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 3,775 shares; 2025Q4: 3,775 shares; 2026Q1: 3,775 shares; 2026Q2: 3,775 shares 3,775 $76.4K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 596 shares; 2025Q2: 545 shares; 2025Q3: 550 shares; 2025Q4: 541 shares; 2026Q1: 487 shares; 2026Q2: 487 shares 487 $76.3K 0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,315 shares; 2025Q4: 1,315 shares; 2026Q1: 1,315 shares; 2026Q2: 1,315 shares 1,315 $75.8K 0.01% 0 Timeline RSPT 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,175 shares 1,175 $75.8K 0.01% +175 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,638 shares; 2026Q1: 1,638 shares; 2026Q2: 1,638 shares 1,638 $75.8K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 377 shares; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 366 shares; 2026Q2: 366 shares 366 $75K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,489 shares; 2025Q2: 1,238 shares; 2025Q3: 673 shares; 2025Q4: 673 shares; 2026Q1: 669 shares; 2026Q2: 669 shares 669 $73.4K 0.01% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 300 shares; 2025Q2: 290 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 392 shares; 2026Q2: 322 shares 322 $73.1K 0.01% -70 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,134 shares; 2025Q4: 1,134 shares; 2026Q1: 1,131 shares; 2026Q2: 1,131 shares 1,131 $72.6K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 194 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $72.1K 0.01% 0 Timeline FDLO 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $71.8K 0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 667 shares; 2025Q4: 2,709 shares; 2026Q1: 2,671 shares; 2026Q2: 2,698 shares 2,698 $71.5K 0.01% +27 Timeline FELC 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,687 shares 1,687 $70.7K 0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $70.4K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,336 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares; 2026Q1: 1,336 shares; 2026Q2: 1,336 shares 1,336 $70K 0.01% 0 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,906 shares; 2025Q2: 1,906 shares; 2025Q3: 1,906 shares; 2025Q4: 1,906 shares; 2026Q1: 1,906 shares; 2026Q2: 1,906 shares 1,906 $69.5K 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: not loaded; 2024Q4: not loaded; 2025Q1: 147 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 138 shares; 2026Q2: 288 shares 288 $68.8K 0.01% +150 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 loaded; 2024Q4: not loaded; 2025Q1: 399 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 379 shares; 2026Q2: 405 shares 405 $67.9K 0.01% +26 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 loaded; 2024Q4: not loaded; 2025Q1: 2,311 shares; 2025Q2: 2,282 shares; 2025Q3: 1,211 shares; 2025Q4: 1,211 shares; 2026Q1: 1,511 shares; 2026Q2: 1,358 shares 1,358 $67.7K 0.01% -153 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,192 shares; 2026Q2: 1,192 shares 1,192 $66.2K 0.01% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,067 shares; 2025Q2: 1,143 shares; 2025Q3: 942 shares; 2025Q4: 867 shares; 2026Q1: 867 shares; 2026Q2: 867 shares 867 $65K 0.01% 0 Timeline XNTK 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $64.5K 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: not loaded; 2024Q4: not loaded; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 100 shares 100 $64.1K 0.01% -50 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: not loaded; 2024Q4: not loaded; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: not reported; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $63.3K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,328 shares; 2025Q2: 1,300 shares; 2025Q3: 1,574 shares; 2025Q4: 1,574 shares; 2026Q1: 1,574 shares; 2026Q2: 1,300 shares 1,300 $63.3K 0.01% -274 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 loaded; 2024Q4: not loaded; 2025Q1: 354 shares; 2025Q2: 351 shares; 2025Q3: 354 shares; 2025Q4: 357 shares; 2026Q1: 360 shares; 2026Q2: 363 shares 363 $63.3K 0.01% +3 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 loaded; 2024Q4: not loaded; 2025Q1: 1,822 shares; 2025Q2: 697 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $63.2K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,223 shares; 2025Q2: 6,223 shares; 2025Q3: 1,709 shares; 2025Q4: 1,709 shares; 2026Q1: 2,259 shares; 2026Q2: 1,709 shares 1,709 $63.1K 0.01% -550 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,578 shares; 2025Q2: 5,578 shares; 2025Q3: 5,578 shares; 2025Q4: 5,578 shares; 2026Q1: 5,578 shares; 2026Q2: 5,578 shares 5,578 $63.1K 0.01% 0 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 750 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $62.9K 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 loaded; 2024Q4: not loaded; 2025Q1: 1,219 shares; 2025Q2: 1,209 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $62.8K 0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 559 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $62.7K 0.01% 0 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $62.1K 0.01% 0 Timeline QTUM 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 375 shares 375 $62K 0.01% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 600 shares; 2025Q2: 610 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 935 shares 935 $61.3K 0.01% -210 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 loaded; 2024Q4: not loaded; 2025Q1: 242 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 149 shares; 2026Q1: 148 shares; 2026Q2: 163 shares 163 $61.2K 0.01% +15 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares; 2025Q4: 2,320 shares; 2026Q1: 2,320 shares; 2026Q2: 1,920 shares 1,920 $61.2K 0.01% -400 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 loaded; 2024Q4: not loaded; 2025Q1: 106 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $60.4K 0.01% 0 Timeline PFLD 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,059 shares; 2026Q2: 3,059 shares 3,059 $59.8K 0.01% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 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 $58.6K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,018 shares; 2025Q2: 890 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 759 shares; 2026Q2: 759 shares 759 $58.5K 0.01% 0 Timeline GRNI TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $58K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 309 shares; 2025Q2: 312 shares; 2025Q3: 270 shares; 2025Q4: 266 shares; 2026Q1: 236 shares; 2026Q2: 201 shares 201 $56.5K 0.01% -35 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 400 shares; 2025Q4: 519 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $56.5K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 598 shares; 2025Q2: 642 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 542 shares; 2026Q2: 542 shares 542 $55.4K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 114 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 121 shares; 2026Q2: 121 shares 121 $54.8K 0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 165 shares; 2026Q2: 825 shares 825 $54.3K 0.01% +660 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,822 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,077 shares; 2026Q1: 218 shares; 2026Q2: 218 shares 218 $54.1K 0.01% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $54.1K 0.01% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 2,400 shares 2,400 $53.7K 0.01% +2,000 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 393 shares 393 $53.3K 0.01% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,378 shares; 2026Q1: 4,378 shares; 2026Q2: 4,092 shares 4,092 $53.2K 0.01% -286 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $53.1K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336 shares; 2026Q2: 336 shares 336 $52.7K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 713 shares; 2025Q2: 699 shares; 2025Q3: 638 shares; 2025Q4: 863 shares; 2026Q1: 724 shares; 2026Q2: 724 shares 724 $52.7K 0.01% 0 Timeline SPHQ 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares; 2026Q1: 1,298 shares; 2026Q2: 580 shares 580 $52.3K 0.01% -718 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $52K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,181 shares; 2025Q2: 1,911 shares; 2025Q3: 1,181 shares; 2025Q4: 1,209 shares; 2026Q1: 1,209 shares; 2026Q2: 1,181 shares 1,181 $52K 0.01% -28 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 loaded; 2024Q4: not loaded; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 2,765 shares; 2026Q1: 1,017 shares; 2026Q2: 881 shares 881 $52K 0.01% -136 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 loaded; 2024Q4: not loaded; 2025Q1: 138 shares; 2025Q2: 133 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $51.5K <0.01% 0 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 948 shares; 2025Q2: 912 shares; 2025Q3: 912 shares; 2025Q4: 912 shares; 2026Q1: 906 shares; 2026Q2: 906 shares 906 $50.8K <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 loaded; 2024Q4: not loaded; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $50.7K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $50.1K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 145 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 572 shares; 2026Q2: 572 shares 572 $49.8K <0.01% 0 Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,206 shares 4,206 $49.4K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 615 shares; 2025Q2: 605 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 602 shares; 2026Q2: 602 shares 602 $49.4K <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 loaded; 2024Q4: not loaded; 2025Q1: 111 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 202 shares; 2026Q2: 102 shares 102 $49.4K <0.01% -100 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,002 shares; 2025Q2: 715 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 317 shares; 2026Q2: 317 shares 317 $48.7K <0.01% 0 Timeline XME 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $48.1K <0.01% 0 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 loaded; 2024Q4: not loaded; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 910 shares; 2026Q1: 1,006 shares; 2026Q2: 606 shares 606 $47.8K <0.01% -400 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,422 shares; 2025Q4: 4,422 shares; 2026Q1: 4,422 shares; 2026Q2: 4,422 shares 4,422 $47.7K <0.01% 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: not loaded; 2024Q4: not loaded; 2025Q1: 379 shares; 2025Q2: 364 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 216 shares; 2026Q2: 216 shares 216 $47.2K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 93 shares; 2025Q2: 297 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 293 shares; 2026Q2: 293 shares 293 $46.8K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 249 shares; 2025Q4: 249 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247 $46.5K <0.01% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 174 shares; 2025Q2: 169 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 104 shares; 2026Q2: 103 shares 103 $45.9K <0.01% -1 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 260 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $45.7K <0.01% 0 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 339 shares; 2026Q2: 339 shares 339 $45K <0.01% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,118 shares; 2025Q2: 3,056 shares; 2025Q3: 3,056 shares; 2025Q4: 3,056 shares; 2026Q1: 3,056 shares; 2026Q2: 3,056 shares 3,056 $44.8K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 93 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 89 shares; 2026Q2: 189 shares 189 $44.6K <0.01% +100 Timeline PSP 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 loaded; 2024Q4: not loaded; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $44.6K <0.01% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 68 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $43.5K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 130 shares; 2025Q2: 123 shares; 2025Q3: 99 shares; 2025Q4: 99 shares; 2026Q1: 168 shares; 2026Q2: 168 shares 168 $43K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 316 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 216 shares; 2026Q1: 212 shares; 2026Q2: 252 shares 252 $42.9K <0.01% +40 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 46 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $42.7K <0.01% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,627 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares; 2026Q1: 1,504 shares; 2026Q2: 1,504 shares 1,504 $42.5K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 930 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares; 2026Q2: 868 shares 868 $42.2K <0.01% -150 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,687 shares; 2025Q2: 2,327 shares; 2025Q3: 1,492 shares; 2025Q4: 1,032 shares; 2026Q1: 915 shares; 2026Q2: 915 shares 915 $42.1K <0.01% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 73 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 68 shares; 2026Q2: 168 shares 168 $42K <0.01% +100 Timeline FV 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 545 shares 545 $41.4K <0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 392 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 352 shares; 2026Q1: 298 shares; 2026Q2: 338 shares 338 $40.4K <0.01% +40 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 604 shares 604 $40.1K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 116 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $40K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 154 shares; 2025Q2: 148 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $39.9K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 108 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $39.9K <0.01% 0 Timeline SLX 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $39.4K <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: not loaded; 2024Q4: not loaded; 2025Q1: 213 shares; 2025Q2: 194 shares; 2025Q3: 186 shares; 2025Q4: 121 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $39.3K <0.01% 0 Timeline SHM 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 loaded; 2024Q4: not loaded; 2025Q1: 1,367 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 818 shares 818 $39.2K <0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 375 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $38.8K <0.01% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 486 shares; 2025Q2: 408 shares; 2025Q3: 421 shares; 2025Q4: 330 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $38.8K <0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 137 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $38K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 558 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 997 shares; 2026Q1: 997 shares; 2026Q2: 997 shares 997 $38K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,630 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares; 2026Q2: 416 shares 416 $37.9K <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: not loaded; 2024Q4: not loaded; 2025Q1: 704 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 602 shares; 2026Q2: 602 shares 602 $37.9K <0.01% 0 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 500 shares 500 $37.8K <0.01% -500 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 389 shares; 2026Q2: 389 shares 389 $37.8K <0.01% 0 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 329 shares; 2026Q2: 329 shares 329 $37.6K <0.01% 0 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 419 shares; 2026Q2: 419 shares 419 $37.6K <0.01% 0 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,222 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 1,222 shares; 2026Q1: 1,222 shares; 2026Q2: 1,222 shares 1,222 $37.5K <0.01% 0 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,769 shares; 2025Q2: 1,769 shares; 2025Q3: 1,769 shares; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares; 2026Q2: 1,768 shares 1,768 $37.5K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 624 shares; 2025Q2: 244 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $36.9K <0.01% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 497 shares; 2026Q1: 497 shares; 2026Q2: 497 shares 497 $36.6K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 291 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 108 shares; 2026Q2: 148 shares 148 $35.8K <0.01% +40 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 346 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 333 shares 333 $35.5K <0.01% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 796 shares; 2026Q2: 796 shares 796 $34.8K <0.01% 0 Timeline TZOO TRAVELZOO More: the full row for TRAVELZOO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 1,850 shares; 2025Q4: 1,200 shares; 2026Q1: 2,950 shares; 2026Q2: 2,950 shares 2,950 $34.5K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 188 shares; 2025Q2: 171 shares; 2025Q3: 163 shares; 2025Q4: 133 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $34.5K <0.01% 0 Timeline IBTA IBOTTA INC More: the full row for IBOTTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $34.2K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 145 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $33.8K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 597 shares; 2025Q2: 1,404 shares; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,404 shares; 2026Q2: 1,404 shares 1,404 $33.6K <0.01% 0 Timeline CRNC CERENCE INC More: the full row for CERENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,950 shares; 2026Q2: 2,950 shares 2,950 $33.4K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 131 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 255 shares; 2026Q2: 255 shares 255 $33.1K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 485 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 442 shares; 2026Q2: 442 shares 442 $32.9K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 477 shares; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 423 shares 423 $32.8K <0.01% 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 loaded; 2024Q4: not loaded; 2025Q1: 435 shares; 2025Q2: 935 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $32.6K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 137 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 121 shares; 2026Q2: 121 shares 121 $32.4K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 214 shares; 2025Q2: 834 shares; 2025Q3: 638 shares; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 595 shares 595 $32.3K <0.01% 0 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 loaded; 2024Q4: not loaded; 2025Q1: 340 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 340 shares 340 $31.7K <0.01% -246 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 159 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 148 shares; 2026Q2: 148 shares 148 $31.5K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 237 shares; 2025Q2: 350 shares; 2025Q3: 188 shares; 2025Q4: 266 shares; 2026Q1: 264 shares; 2026Q2: 114 shares 114 $31.4K <0.01% -150 Timeline VTWO 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 258 shares 258 $31.3K <0.01% +204 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 27 shares 27 $30.6K <0.01% +10 Timeline