DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 913,589 shares; 2024Q4: 919,065 shares; 2025Q1: 923,973 shares; 2025Q2: 925,272 shares; 2025Q3: 928,761 shares; 2025Q4: 934,536 shares; 2026Q1: 933,147 shares; 2026Q2: 929,843 shares 929,843 $41.2M 9.57% -3,304 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,402 shares; 2024Q4: 189,391 shares; 2025Q1: 322,689 shares; 2025Q2: 420,275 shares; 2025Q3: 521,724 shares; 2025Q4: 573,877 shares; 2026Q1: 672,497 shares; 2026Q2: 708,536 shares 708,536 $36.6M 8.5% +36,039 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543,500 shares; 2025Q4: 584,494 shares; 2026Q1: 619,301 shares; 2026Q2: 635,640 shares 635,640 $34.1M 7.9% +16,339 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: 305,908 shares; 2024Q4: 315,554 shares; 2025Q1: 331,807 shares; 2025Q2: 340,837 shares; 2025Q3: 358,265 shares; 2025Q4: 380,741 shares; 2026Q1: 399,966 shares; 2026Q2: 412,992 shares 412,992 $24.4M 5.65% +13,026 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411,658 shares; 2024Q4: 435,592 shares; 2025Q1: 491,989 shares; 2025Q2: 514,321 shares; 2025Q3: 542,057 shares; 2025Q4: 560,588 shares; 2026Q1: 561,409 shares; 2026Q2: 550,557 shares 550,557 $22.4M 5.19% -10,852 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 605,386 shares; 2024Q4: 599,660 shares; 2025Q1: 606,414 shares; 2025Q2: 598,627 shares; 2025Q3: 598,683 shares; 2025Q4: 596,277 shares; 2026Q1: 580,784 shares; 2026Q2: 577,510 shares 577,510 $21.5M 4.99% -3,274 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,176 shares; 2024Q4: 139,509 shares; 2025Q1: 237,896 shares; 2025Q2: 282,811 shares; 2025Q3: 342,122 shares; 2025Q4: 402,622 shares; 2026Q1: 439,914 shares; 2026Q2: 462,505 shares 462,505 $19.1M 4.43% +22,591 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 446,885 shares; 2024Q4: 463,950 shares; 2025Q1: 497,680 shares; 2025Q2: 511,173 shares; 2025Q3: 546,215 shares; 2025Q4: 569,326 shares; 2026Q1: 608,166 shares; 2026Q2: 618,649 shares 618,649 $17.9M 4.16% +10,483 Timeline AVDV 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: 92,564 shares; 2024Q4: 109,406 shares; 2025Q1: 130,312 shares; 2025Q2: 136,407 shares; 2025Q3: 145,073 shares; 2025Q4: 143,700 shares; 2026Q1: 143,388 shares; 2026Q2: 139,149 shares 139,149 $14.3M 3.33% -4,239 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,084 shares; 2024Q4: 87,078 shares; 2025Q1: 105,245 shares; 2025Q2: 105,308 shares; 2025Q3: 111,615 shares; 2025Q4: 114,775 shares; 2026Q1: 120,917 shares; 2026Q2: 114,158 shares 114,158 $14.2M 3.3% -6,759 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,981 shares; 2024Q4: 197,471 shares; 2025Q1: 205,206 shares; 2025Q2: 186,676 shares; 2025Q3: 185,176 shares; 2025Q4: 184,471 shares; 2026Q1: 175,481 shares; 2026Q2: 172,340 shares 172,340 $14.1M 3.28% -3,141 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485,162 shares; 2024Q4: 411,520 shares; 2025Q1: 397,262 shares; 2025Q2: 404,590 shares; 2025Q3: 393,352 shares; 2025Q4: 370,835 shares; 2026Q1: 337,899 shares; 2026Q2: 321,963 shares 321,963 $12.5M 2.9% -15,936 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,796 shares; 2024Q4: 133,725 shares; 2025Q1: 133,666 shares; 2025Q2: 132,360 shares; 2025Q3: 129,065 shares; 2025Q4: 122,998 shares; 2026Q1: 116,916 shares; 2026Q2: 110,488 shares 110,488 $10.5M 2.43% -6,428 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: 17,576 shares; 2024Q4: 41,214 shares; 2025Q1: 36,150 shares; 2025Q2: 35,709 shares; 2025Q3: 35,631 shares; 2025Q4: 30,838 shares; 2026Q1: 31,360 shares; 2026Q2: 32,422 shares 32,422 $9.38M 2.18% +1,062 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363,134 shares; 2024Q4: 323,292 shares; 2025Q1: 312,904 shares; 2025Q2: 292,972 shares; 2025Q3: 275,618 shares; 2025Q4: 250,187 shares; 2026Q1: 229,074 shares; 2026Q2: 223,006 shares 223,006 $8.95M 2.08% -6,068 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: 110,600 shares; 2024Q4: 97,135 shares; 2025Q1: 90,477 shares; 2025Q2: 76,960 shares; 2025Q3: 71,497 shares; 2025Q4: 70,560 shares; 2026Q1: 66,780 shares; 2026Q2: 65,597 shares 65,597 $7.06M 1.64% -1,183 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: 82,662 shares; 2024Q4: 77,933 shares; 2025Q1: 59,437 shares; 2025Q2: 55,705 shares; 2025Q3: 55,670 shares; 2025Q4: 55,666 shares; 2026Q1: 55,541 shares; 2026Q2: 55,741 shares 55,741 $6.5M 1.51% +200 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: 49,919 shares; 2024Q4: 50,624 shares; 2025Q1: 47,472 shares; 2025Q2: 46,194 shares; 2025Q3: 46,516 shares; 2025Q4: 47,385 shares; 2026Q1: 48,573 shares; 2026Q2: 49,225 shares 49,225 $5.24M 1.22% +652 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,415 shares; 2025Q1: 16,646 shares; 2025Q2: 74,579 shares; 2025Q3: 87,279 shares; 2025Q4: 93,416 shares; 2026Q1: 98,150 shares; 2026Q2: 100,446 shares 100,446 $5.09M 1.18% +2,296 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,620 shares; 2024Q4: 81,224 shares; 2025Q1: 78,184 shares; 2025Q2: 75,709 shares; 2025Q3: 75,709 shares; 2025Q4: 72,618 shares; 2026Q1: 71,769 shares; 2026Q2: 69,376 shares 69,376 $4.85M 1.13% -2,393 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: 277 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 571 shares; 2026Q2: 5,544 shares 5,544 $4.08M 0.95% +4,973 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: 4,733 shares; 2024Q4: 4,736 shares; 2025Q1: 4,785 shares; 2025Q2: 4,788 shares; 2025Q3: 4,756 shares; 2025Q4: 6,143 shares; 2026Q1: 4,840 shares; 2026Q2: 10,121 shares 10,121 $3.75M 0.87% +5,281 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: 71,346 shares; 2024Q4: 72,324 shares; 2025Q1: 68,186 shares; 2025Q2: 69,644 shares; 2025Q3: 70,185 shares; 2025Q4: 70,836 shares; 2026Q1: 67,065 shares; 2026Q2: 67,252 shares 67,252 $3.38M 0.78% +187 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,354 shares; 2024Q4: 28,615 shares; 2025Q1: 40,566 shares; 2025Q2: 49,792 shares; 2025Q3: 52,318 shares; 2025Q4: 52,737 shares; 2026Q1: 51,271 shares; 2026Q2: 50,810 shares 50,810 $2.7M 0.63% -461 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: 42,934 shares; 2024Q4: 41,593 shares; 2025Q1: 43,920 shares; 2025Q2: 43,524 shares; 2025Q3: 41,596 shares; 2025Q4: 39,610 shares; 2026Q1: 38,982 shares; 2026Q2: 37,789 shares 37,789 $2.69M 0.62% -1,193 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: 1,544 shares; 2024Q4: 1,544 shares; 2025Q1: 1,573 shares; 2025Q2: 20,307 shares; 2025Q3: 20,707 shares; 2025Q4: 20,826 shares; 2026Q1: 20,826 shares; 2026Q2: 20,826 shares 20,826 $2.67M 0.62% 0 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: 5,797 shares; 2024Q4: 6,763 shares; 2025Q1: 7,143 shares; 2025Q2: 7,100 shares; 2025Q3: 7,186 shares; 2025Q4: 6,946 shares; 2026Q1: 6,407 shares; 2026Q2: 12,892 shares 12,892 $2.58M 0.6% +6,485 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: 15,818 shares; 2024Q4: 15,805 shares; 2025Q1: 15,713 shares; 2025Q2: 24,157 shares; 2025Q3: 24,157 shares; 2025Q4: 10,551 shares; 2026Q1: 10,656 shares; 2026Q2: 10,022 shares 10,022 $2.55M 0.59% -634 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: 30,145 shares; 2024Q4: 30,010 shares; 2025Q1: 30,123 shares; 2025Q2: 29,865 shares; 2025Q3: 28,007 shares; 2025Q4: 26,880 shares; 2026Q1: 26,017 shares; 2026Q2: 25,672 shares 25,672 $2.48M 0.57% -345 Timeline AVDE 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: 9,534 shares; 2024Q4: 15,607 shares; 2025Q1: 23,607 shares; 2025Q2: 25,732 shares; 2025Q3: 25,732 shares; 2025Q4: 25,732 shares; 2026Q1: 25,492 shares; 2026Q2: 25,492 shares 25,492 $2.27M 0.53% 0 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: 3,536 shares; 2024Q4: 3,682 shares; 2025Q1: 3,844 shares; 2025Q2: 3,887 shares; 2025Q3: 3,899 shares; 2025Q4: 3,860 shares; 2026Q1: 3,504 shares; 2026Q2: 5,690 shares 5,690 $2.12M 0.49% +2,186 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,482 shares 40,482 $1.89M 0.44% new 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: 7,249 shares; 2024Q4: 7,239 shares; 2025Q1: 6,839 shares; 2025Q2: 6,839 shares; 2025Q3: 6,839 shares; 2025Q4: 7,164 shares; 2026Q1: 7,164 shares; 2026Q2: 7,164 shares 7,164 $1.63M 0.38% 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: 2,081 shares; 2024Q4: 2,086 shares; 2025Q1: 2,515 shares; 2025Q2: 2,530 shares; 2025Q3: 2,544 shares; 2025Q4: 2,510 shares; 2026Q1: 2,540 shares; 2026Q2: 4,389 shares 4,389 $1.57M 0.36% +1,849 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,889 shares 7,889 $1.46M 0.34% new Timeline BPRN PRINCETON BANCORP INC More: the full row for PRINCETON BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,830 shares; 2024Q4: 48,055 shares; 2025Q1: 45,411 shares; 2025Q2: 42,093 shares; 2025Q3: 40,492 shares; 2025Q4: 39,124 shares; 2026Q1: 39,041 shares; 2026Q2: 37,741 shares 37,741 $1.43M 0.33% -1,300 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: 2,504 shares; 2024Q4: 2,529 shares; 2025Q1: 2,533 shares; 2025Q2: 2,537 shares; 2025Q3: 2,529 shares; 2025Q4: 2,503 shares; 2026Q1: 2,517 shares; 2026Q2: 2,806 shares 2,806 $1.4M 0.33% +289 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,595 shares; 2024Q4: 19,863 shares; 2025Q1: 18,403 shares; 2025Q2: 18,079 shares; 2025Q3: 18,115 shares; 2025Q4: 18,848 shares; 2026Q1: 18,977 shares; 2026Q2: 13,123 shares 13,123 $1.35M 0.31% -5,854 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: 10,264 shares; 2024Q4: 10,264 shares; 2025Q1: 9,764 shares; 2025Q2: 9,764 shares; 2025Q3: 9,764 shares; 2025Q4: 10,548 shares; 2026Q1: 9,588 shares; 2026Q2: 9,588 shares 9,588 $1.32M 0.31% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,231 shares; 2024Q4: 49,016 shares; 2025Q1: 46,580 shares; 2025Q2: 45,938 shares; 2025Q3: 49,244 shares; 2025Q4: 50,856 shares; 2026Q1: 52,141 shares; 2026Q2: 55,901 shares 55,901 $1.29M 0.3% +3,760 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,131 shares; 2024Q4: 13,306 shares; 2025Q1: 13,364 shares; 2025Q2: 12,830 shares; 2025Q3: 12,371 shares; 2025Q4: 11,337 shares; 2026Q1: 10,876 shares; 2026Q2: 10,649 shares 10,649 $1.16M 0.27% -227 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: 14,635 shares; 2024Q4: 14,635 shares; 2025Q1: 14,635 shares; 2025Q2: 14,635 shares; 2025Q3: 14,635 shares; 2025Q4: 14,635 shares; 2026Q1: 15,135 shares; 2026Q2: 14,635 shares 14,635 $1.13M 0.26% -500 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,758 shares; 2024Q4: 14,116 shares; 2025Q1: 15,993 shares; 2025Q2: 16,648 shares; 2025Q3: 17,891 shares; 2025Q4: 19,601 shares; 2026Q1: 20,958 shares; 2026Q2: 22,225 shares 22,225 $1.12M 0.26% +1,267 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: 13,935 shares; 2024Q4: 14,616 shares; 2025Q1: 14,626 shares; 2025Q2: 14,330 shares; 2025Q3: 14,330 shares; 2025Q4: 14,095 shares; 2026Q1: 14,095 shares; 2026Q2: 14,095 shares 14,095 $1.03M 0.24% 0 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: 2,656 shares; 2024Q4: 2,756 shares; 2025Q1: 2,784 shares; 2025Q2: 2,780 shares; 2025Q3: 2,809 shares; 2025Q4: 2,776 shares; 2026Q1: 2,907 shares; 2026Q2: 4,286 shares 4,286 $1.02M 0.24% +1,379 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: 9,765 shares; 2024Q4: 9,765 shares; 2025Q1: 9,765 shares; 2025Q2: 9,715 shares; 2025Q3: 9,715 shares; 2025Q4: 9,740 shares; 2026Q1: 9,715 shares; 2026Q2: 9,715 shares 9,715 $1.01M 0.23% 0 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,639 shares; 2024Q4: 26,848 shares; 2025Q1: 25,219 shares; 2025Q2: 24,969 shares; 2025Q3: 26,367 shares; 2025Q4: 26,648 shares; 2026Q1: 27,196 shares; 2026Q2: 21,250 shares 21,250 $1.01M 0.23% -5,946 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,661 shares; 2024Q4: 8,853 shares; 2025Q1: 8,783 shares; 2025Q2: 8,775 shares; 2025Q3: 8,807 shares; 2025Q4: 8,832 shares; 2026Q1: 8,904 shares; 2026Q2: 8,934 shares 8,934 $913K 0.21% +30 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: 562 shares; 2024Q4: 562 shares; 2025Q1: 545 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 531 shares; 2026Q2: 1,234 shares 1,234 $892K 0.21% +703 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: 355 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 335 shares; 2025Q3: 254 shares; 2025Q4: 861 shares; 2026Q1: 901 shares; 2026Q2: 1,131 shares 1,131 $845K 0.2% +230 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: 1,632 shares; 2024Q4: 1,629 shares; 2025Q1: 1,731 shares; 2025Q2: 1,764 shares; 2025Q3: 1,764 shares; 2025Q4: 1,757 shares; 2026Q1: 2,207 shares; 2026Q2: 2,407 shares 2,407 $788K 0.18% +200 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,274 shares; 2024Q4: 26,062 shares; 2025Q1: 26,104 shares; 2025Q2: 25,631 shares; 2025Q3: 26,307 shares; 2025Q4: 28,281 shares; 2026Q1: 28,971 shares; 2026Q2: 15,193 shares 15,193 $759K 0.18% -13,778 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: 13,281 shares; 2024Q4: 13,241 shares; 2025Q1: 13,161 shares; 2025Q2: 12,950 shares; 2025Q3: 12,950 shares; 2025Q4: 12,451 shares; 2026Q1: 12,426 shares; 2026Q2: 11,772 shares 11,772 $703K 0.16% -654 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: 235 shares; 2024Q4: 397 shares; 2025Q1: 133 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 161 shares; 2026Q1: 201 shares; 2026Q2: 1,176 shares 1,176 $683K 0.16% +975 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,924 shares; 2024Q4: 18,405 shares; 2025Q1: 18,187 shares; 2025Q2: 17,915 shares; 2025Q3: 17,449 shares; 2025Q4: 17,613 shares; 2026Q1: 17,356 shares; 2026Q2: 10,902 shares 10,902 $596K 0.14% -6,454 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: 1,162 shares; 2024Q4: 1,162 shares; 2025Q1: 1,857 shares; 2025Q2: 1,858 shares; 2025Q3: 1,864 shares; 2025Q4: 1,549 shares; 2026Q1: 1,555 shares; 2026Q2: 1,554 shares 1,554 $587K 0.14% -1 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: 535 shares; 2024Q4: 588 shares; 2025Q1: 645 shares; 2025Q2: 644 shares; 2025Q3: 646 shares; 2025Q4: 628 shares; 2026Q1: 758 shares; 2026Q2: 1,041 shares 1,041 $587K 0.14% +283 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 657 shares; 2024Q4: 733 shares; 2025Q1: 658 shares; 2025Q2: 657 shares; 2025Q3: 832 shares; 2025Q4: 832 shares; 2026Q1: 882 shares; 2026Q2: 2,289 shares 2,289 $585K 0.14% +1,407 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: 10,907 shares; 2024Q4: 10,907 shares; 2025Q1: 10,907 shares; 2025Q2: 10,907 shares; 2025Q3: 10,907 shares; 2025Q4: 10,907 shares; 2026Q1: 10,771 shares; 2026Q2: 10,771 shares 10,771 $568K 0.13% 0 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: 4,043 shares; 2024Q4: 3,719 shares; 2025Q1: 3,889 shares; 2025Q2: 3,587 shares; 2025Q3: 3,587 shares; 2025Q4: 3,563 shares; 2026Q1: 3,657 shares; 2026Q2: 4,135 shares 4,135 $565K 0.13% +478 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: 3,906 shares; 2024Q4: 3,699 shares; 2025Q1: 3,672 shares; 2025Q2: 3,596 shares; 2025Q3: 3,555 shares; 2025Q4: 3,342 shares; 2026Q1: 3,521 shares; 2026Q2: 3,758 shares 3,758 $551K 0.13% +237 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,767 shares; 2024Q4: 16,787 shares; 2025Q1: 18,222 shares; 2025Q2: 17,928 shares; 2025Q3: 18,923 shares; 2025Q4: 19,655 shares; 2026Q1: 19,994 shares; 2026Q2: 21,570 shares 21,570 $539K 0.13% +1,576 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: 819 shares; 2024Q4: 1,392 shares; 2025Q1: 1,304 shares; 2025Q2: 1,303 shares; 2025Q3: 1,301 shares; 2025Q4: 1,250 shares; 2026Q1: 1,275 shares; 2026Q2: 1,870 shares 1,870 $526K 0.12% +595 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,708 shares; 2024Q4: 35,813 shares; 2025Q1: 35,486 shares; 2025Q2: 34,608 shares; 2025Q3: 35,492 shares; 2025Q4: 39,433 shares; 2026Q1: 41,032 shares; 2026Q2: 45,151 shares 45,151 $514K 0.12% +4,119 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: 3,353 shares; 2024Q4: 3,353 shares; 2025Q1: 3,363 shares; 2025Q2: 3,363 shares; 2025Q3: 3,353 shares; 2025Q4: 3,353 shares; 2026Q1: 3,363 shares; 2026Q2: 3,363 shares 3,363 $499K 0.12% 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: 395 shares; 2024Q4: 395 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 582 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares; 2026Q2: 3,948 shares 3,948 $490K 0.11% +2,926 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: 254 shares; 2024Q4: 489 shares; 2025Q1: 542 shares; 2025Q2: 562 shares; 2025Q3: 509 shares; 2025Q4: 518 shares; 2026Q1: 786 shares; 2026Q2: 714 shares 714 $490K 0.11% -72 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: 160 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 197 shares; 2026Q2: 448 shares 448 $477K 0.11% +251 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,499 shares; 2024Q4: 1,630 shares; 2025Q1: 1,484 shares; 2025Q2: 1,479 shares; 2025Q3: 1,472 shares; 2025Q4: 1,453 shares; 2026Q1: 1,333 shares; 2026Q2: 1,333 shares 1,333 $471K 0.11% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,793 shares; 2024Q4: 12,793 shares; 2025Q1: 12,528 shares; 2025Q2: 11,779 shares; 2025Q3: 11,704 shares; 2025Q4: 10,152 shares; 2026Q1: 9,576 shares; 2026Q2: 9,496 shares 9,496 $457K 0.11% -80 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 40 shares; 2025Q1: 28 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 2,047 shares 2,047 $420K 0.1% +1,991 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,112 shares; 2024Q4: 9,081 shares; 2025Q1: 9,081 shares; 2025Q2: 8,112 shares; 2025Q3: 8,112 shares; 2025Q4: 8,112 shares; 2026Q1: 8,449 shares; 2026Q2: 8,449 shares 8,449 $409K 0.09% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,454 shares; 2024Q4: 6,309 shares; 2025Q1: 6,317 shares; 2025Q2: 6,213 shares; 2025Q3: 6,202 shares; 2025Q4: 6,142 shares; 2026Q1: 6,222 shares; 2026Q2: 3,372 shares 3,372 $395K 0.09% -2,850 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: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,203 shares; 2025Q2: 1,221 shares; 2025Q3: 1,220 shares; 2025Q4: 1,212 shares; 2026Q1: 1,195 shares; 2026Q2: 1,094 shares 1,094 $386K 0.09% -101 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: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 105 shares; 2026Q2: 300 shares 300 $352K 0.08% +195 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,702 shares; 2024Q4: 5,700 shares; 2025Q1: 6,501 shares; 2025Q2: 6,484 shares; 2025Q3: 6,484 shares; 2025Q4: 5,984 shares; 2026Q1: 6,179 shares; 2026Q2: 6,179 shares 6,179 $352K 0.08% 0 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: 5,062 shares; 2024Q4: 5,062 shares; 2025Q1: 5,062 shares; 2025Q2: 5,062 shares; 2025Q3: 5,062 shares; 2025Q4: 5,017 shares; 2026Q1: 5,017 shares; 2026Q2: 5,017 shares 5,017 $343K 0.08% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 355 shares; 2025Q3: 354 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 900 shares 900 $336K 0.08% +550 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: 2,185 shares; 2024Q4: 2,313 shares; 2025Q1: 2,221 shares; 2025Q2: 2,216 shares; 2025Q3: 2,200 shares; 2025Q4: 1,197 shares; 2026Q1: 1,567 shares; 2026Q2: 2,779 shares 2,779 $326K 0.08% +1,212 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: 2,910 shares; 2024Q4: 3,345 shares; 2025Q1: 2,798 shares; 2025Q2: 2,538 shares; 2025Q3: 2,564 shares; 2025Q4: 2,539 shares; 2026Q1: 2,491 shares; 2026Q2: 2,491 shares 2,491 $320K 0.07% 0 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: 436 shares; 2024Q4: 434 shares; 2025Q1: 431 shares; 2025Q2: 428 shares; 2025Q3: 381 shares; 2025Q4: 381 shares; 2026Q1: 431 shares; 2026Q2: 888 shares 888 $305K 0.07% +457 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,157 shares; 2024Q4: 2,127 shares; 2025Q1: 2,092 shares; 2025Q2: 2,112 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 2,017 shares; 2026Q2: 1,967 shares 1,967 $304K 0.07% -50 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,116 shares; 2024Q4: 21,163 shares; 2025Q1: 18,742 shares; 2025Q2: 17,348 shares; 2025Q3: 15,318 shares; 2025Q4: 14,367 shares; 2026Q1: 13,300 shares; 2026Q2: 10,944 shares 10,944 $302K 0.07% -2,356 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: 1,491 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,449 shares; 2025Q4: 1,870 shares; 2026Q1: 1,387 shares; 2026Q2: 1,387 shares 1,387 $302K 0.07% 0 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,646 shares; 2024Q4: 9,361 shares; 2025Q1: 9,362 shares; 2025Q2: 9,491 shares; 2025Q3: 9,719 shares; 2025Q4: 10,496 shares; 2026Q1: 10,727 shares; 2026Q2: 6,897 shares 6,897 $300K 0.07% -3,830 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: 153 shares; 2024Q4: 135 shares; 2025Q1: 161 shares; 2025Q2: 190 shares; 2025Q3: 197 shares; 2025Q4: 196 shares; 2026Q1: 189 shares; 2026Q2: 248 shares 248 $297K 0.07% +59 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: 1,110 shares; 2024Q4: 1,246 shares; 2025Q1: 1,136 shares; 2025Q2: 1,235 shares; 2025Q3: 1,221 shares; 2025Q4: 1,204 shares; 2026Q1: 1,319 shares; 2026Q2: 1,170 shares 1,170 $295K 0.07% -149 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: 423 shares; 2024Q4: 423 shares; 2025Q1: 638 shares; 2025Q2: 524 shares; 2025Q3: 656 shares; 2025Q4: 589 shares; 2026Q1: 561 shares; 2026Q2: 3,366 shares 3,366 $290K 0.07% +2,805 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: 614 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 620 shares; 2026Q2: 1,520 shares 1,520 $288K 0.07% +900 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 308 shares; 2026Q2: 279 shares 279 $282K 0.07% -29 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: 645 shares; 2025Q2: 645 shares; 2025Q3: 645 shares; 2025Q4: 645 shares; 2026Q1: 645 shares; 2026Q2: 645 shares 645 $275K 0.06% 0 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: 1,323 shares; 2024Q4: 1,323 shares; 2025Q1: 1,324 shares; 2025Q2: 1,322 shares; 2025Q3: 1,319 shares; 2025Q4: 1,320 shares; 2026Q1: 1,136 shares; 2026Q2: 1,227 shares 1,227 $275K 0.06% +91 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 720 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares; 2026Q1: 1,320 shares; 2026Q2: 1,320 shares 1,320 $267K 0.06% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 584 shares; 2024Q4: 789 shares; 2025Q1: 829 shares; 2025Q2: 674 shares; 2025Q3: 674 shares; 2025Q4: 655 shares; 2026Q1: 755 shares; 2026Q2: 1,177 shares 1,177 $255K 0.06% +422 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: 852 shares; 2024Q4: 1,009 shares; 2025Q1: 877 shares; 2025Q2: 1,021 shares; 2025Q3: 1,042 shares; 2025Q4: 1,035 shares; 2026Q1: 1,080 shares; 2026Q2: 2,225 shares 2,225 $252K 0.06% +1,145 Timeline AVGE 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: 333 shares; 2024Q4: 374 shares; 2025Q1: 477 shares; 2025Q2: 718 shares; 2025Q3: 748 shares; 2025Q4: 1,219 shares; 2026Q1: 1,606 shares; 2026Q2: 2,503 shares 2,503 $248K 0.06% +897 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,665 shares; 2024Q4: 6,665 shares; 2025Q1: 6,665 shares; 2025Q2: 6,665 shares; 2025Q3: 6,665 shares; 2025Q4: 6,665 shares; 2026Q1: 6,490 shares; 2026Q2: 6,490 shares 6,490 $235K 0.05% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 1,965 shares 1,965 $235K 0.05% +1,719 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420 shares; 2026Q2: 25,260 shares 25,260 $233K 0.05% +24,840 Timeline SPIB 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: 11,179 shares; 2024Q4: 10,492 shares; 2025Q1: 10,512 shares; 2025Q2: 10,512 shares; 2025Q3: 7,340 shares; 2025Q4: 7,146 shares; 2026Q1: 6,921 shares; 2026Q2: 6,890 shares 6,890 $231K 0.05% -31 Timeline FRA BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares; 2026Q2: 20,670 shares 20,670 $227K 0.05% +20,330 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,935 shares; 2024Q4: 2,071 shares; 2025Q1: 1,984 shares; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares; 2026Q1: 2,114 shares; 2026Q2: 8,350 shares 8,350 $223K 0.05% +6,236 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares; 2026Q2: 20,770 shares 20,770 $221K 0.05% +20,430 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: 148 shares; 2024Q4: 149 shares; 2025Q1: 144 shares; 2025Q2: 141 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 236 shares 236 $220K 0.05% +70 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 630 shares; 2026Q2: 37,980 shares 37,980 $220K 0.05% +37,350 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 72,060 shares 72,060 $216K 0.05% +70,860 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: 956 shares; 2024Q4: 1,427 shares; 2025Q1: 1,280 shares; 2025Q2: 1,378 shares; 2025Q3: 1,415 shares; 2025Q4: 1,473 shares; 2026Q1: 1,530 shares; 2026Q2: 1,513 shares 1,513 $211K 0.05% -17 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 60 shares; 2026Q1: 32 shares; 2026Q2: 1,459 shares 1,459 $207K 0.05% +1,427 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: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 474 shares; 2026Q1: 574 shares; 2026Q2: 474 shares 474 $202K 0.05% -100 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: 5,662 shares; 2024Q4: 5,643 shares; 2025Q1: 5,601 shares; 2025Q2: 4,760 shares; 2025Q3: 4,760 shares; 2025Q4: 3,713 shares; 2026Q1: 3,720 shares; 2026Q2: 4,709 shares 4,709 $199K 0.05% +989 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: 770 shares; 2024Q4: 2,169 shares; 2025Q1: 1,470 shares; 2025Q2: 1,460 shares; 2025Q3: 1,517 shares; 2025Q4: 1,408 shares; 2026Q1: 1,447 shares; 2026Q2: 2,052 shares 2,052 $197K 0.05% +605 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: 173 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 2,115 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares; 2026Q1: 2,115 shares; 2026Q2: 2,115 shares 2,115 $195K 0.05% 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: 118 shares; 2024Q4: 116 shares; 2025Q1: 614 shares; 2025Q2: 613 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares; 2026Q2: 611 shares 611 $194K 0.05% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares; 2026Q2: 788 shares 788 $191K 0.04% -240 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $191K 0.04% new 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: 356 shares; 2024Q4: 356 shares; 2025Q1: 370 shares; 2025Q2: 372 shares; 2025Q3: 378 shares; 2025Q4: 366 shares; 2026Q1: 379 shares; 2026Q2: 367 shares 367 $188K 0.04% -12 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: 3,135 shares; 2024Q4: 2,585 shares; 2025Q1: 2,525 shares; 2025Q2: 1,944 shares; 2025Q3: 1,944 shares; 2025Q4: 1,948 shares; 2026Q1: 1,944 shares; 2026Q2: 1,944 shares 1,944 $188K 0.04% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,775 shares; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,775 shares; 2025Q4: 2,775 shares; 2026Q1: 2,775 shares; 2026Q2: 2,775 shares 2,775 $188K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 202 shares; 2025Q1: 434 shares; 2025Q2: 449 shares; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 441 shares; 2026Q2: 441 shares 441 $185K 0.04% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 571 shares; 2024Q4: 571 shares; 2025Q1: 521 shares; 2025Q2: 482 shares; 2025Q3: 482 shares; 2025Q4: 482 shares; 2026Q1: 426 shares; 2026Q2: 996 shares 996 $184K 0.04% +570 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,106 shares 6,106 $180K 0.04% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90 shares 90 $179K 0.04% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921 shares; 2024Q4: 951 shares; 2025Q1: 918 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 981 shares; 2026Q2: 1,881 shares 1,881 $174K 0.04% +900 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: 489 shares; 2024Q4: 484 shares; 2025Q1: 556 shares; 2025Q2: 562 shares; 2025Q3: 568 shares; 2025Q4: 571 shares; 2026Q1: 619 shares; 2026Q2: 1,160 shares 1,160 $170K 0.04% +541 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: 546 shares; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 565 shares; 2026Q2: 565 shares 565 $170K 0.04% 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: 311 shares; 2024Q4: 308 shares; 2025Q1: 306 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 294 shares; 2026Q2: 494 shares 494 $167K 0.04% +200 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: 335 shares; 2024Q4: 342 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 330 shares; 2025Q4: 312 shares; 2026Q1: 323 shares; 2026Q2: 315 shares 315 $164K 0.04% -8 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: 499 shares; 2024Q4: 531 shares; 2025Q1: 467 shares; 2025Q2: 361 shares; 2025Q3: 540 shares; 2025Q4: 547 shares; 2026Q1: 624 shares; 2026Q2: 987 shares 987 $164K 0.04% +363 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: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 821 shares 821 $162K 0.04% +1 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 reported; 2024Q4: not reported; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,485 shares; 2026Q2: 1,485 shares 1,485 $161K 0.04% 0 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: 4,922 shares; 2024Q4: 5,276 shares; 2025Q1: 5,223 shares; 2025Q2: 5,165 shares; 2025Q3: 5,165 shares; 2025Q4: 5,068 shares; 2026Q1: 5,305 shares; 2026Q2: 7,554 shares 7,554 $156K 0.04% +2,249 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: 1,237 shares; 2024Q4: 1,237 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,197 shares; 2025Q4: 1,197 shares; 2026Q1: 1,197 shares; 2026Q2: 1,197 shares 1,197 $153K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 457 shares; 2025Q1: 792 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 792 shares; 2026Q2: 1,813 shares 1,813 $150K 0.03% +1,021 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: 532 shares; 2024Q4: 457 shares; 2025Q1: 316 shares; 2025Q2: 322 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 368 shares; 2026Q2: 1,405 shares 1,405 $145K 0.03% +1,037 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: 578 shares; 2024Q4: 596 shares; 2025Q1: 596 shares; 2025Q2: 585 shares; 2025Q3: 567 shares; 2025Q4: 567 shares; 2026Q1: 553 shares; 2026Q2: 533 shares 533 $144K 0.03% -20 Timeline VDE 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: 181 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 1,042 shares; 2026Q1: 940 shares; 2026Q2: 940 shares 940 $141K 0.03% 0 Timeline SCHR 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: 2,510 shares; 2024Q4: 6,620 shares; 2025Q1: 6,710 shares; 2025Q2: 6,710 shares; 2025Q3: 6,710 shares; 2025Q4: 5,680 shares; 2026Q1: 5,680 shares; 2026Q2: 5,680 shares 5,680 $140K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332 shares; 2024Q4: 349 shares; 2025Q1: 331 shares; 2025Q2: 352 shares; 2025Q3: 219 shares; 2025Q4: 264 shares; 2026Q1: 353 shares; 2026Q2: 333 shares 333 $138K 0.03% -20 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: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 320 shares; 2026Q2: 944 shares 944 $138K 0.03% +624 Timeline IFGL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,639 shares; 2024Q4: 5,639 shares; 2025Q1: 6,539 shares; 2025Q2: 7,079 shares; 2025Q3: 7,079 shares; 2025Q4: 6,179 shares; 2026Q1: 6,179 shares; 2026Q2: 6,179 shares 6,179 $138K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342 shares; 2024Q4: 320 shares; 2025Q1: 322 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 258 shares; 2026Q1: 308 shares; 2026Q2: 1,308 shares 1,308 $136K 0.03% +1,000 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: 691 shares; 2024Q4: 2,491 shares; 2025Q1: 2,791 shares; 2025Q2: 2,641 shares; 2025Q3: 2,745 shares; 2025Q4: 3,117 shares; 2026Q1: 4,012 shares; 2026Q2: 4,012 shares 4,012 $134K 0.03% 0 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $132K 0.03% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,361 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $130K 0.03% 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: 299 shares; 2024Q4: 308 shares; 2025Q1: 197 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 401 shares; 2026Q1: 303 shares; 2026Q2: 203 shares 203 $130K 0.03% -100 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,263 shares; 2024Q4: 1,263 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 1,218 shares; 2025Q4: 1,218 shares; 2026Q1: 1,218 shares; 2026Q2: 1,218 shares 1,218 $129K 0.03% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 458 shares 458 $128K 0.03% +400 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 38 shares; 2026Q2: 133 shares 133 $128K 0.03% +95 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: 844 shares; 2024Q4: 865 shares; 2025Q1: 844 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 842 shares; 2026Q1: 842 shares; 2026Q2: 842 shares 842 $128K 0.03% 0 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: 870 shares; 2024Q4: 870 shares; 2025Q1: 4,419 shares; 2025Q2: 3,035 shares; 2025Q3: 3,052 shares; 2025Q4: 3,069 shares; 2026Q1: 1,504 shares; 2026Q2: 1,504 shares 1,504 $122K 0.03% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 214 shares; 2026Q2: 163 shares 163 $122K 0.03% -51 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 168 shares; 2025Q4: 982 shares; 2026Q1: 982 shares; 2026Q2: 814 shares 814 $119K 0.03% -168 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: 415 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 400 shares; 2025Q3: 502 shares; 2025Q4: 882 shares; 2026Q1: 882 shares; 2026Q2: 720 shares 720 $119K 0.03% -162 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: 662 shares; 2024Q4: 641 shares; 2025Q1: 708 shares; 2025Q2: 674 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 641 shares; 2026Q2: 641 shares 641 $116K 0.03% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 140 shares; 2025Q3: 141 shares; 2025Q4: 139 shares; 2026Q1: 167 shares; 2026Q2: 1,037 shares 1,037 $115K 0.03% +870 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 695 shares 695 $115K 0.03% +675 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 155 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 160 shares; 2026Q2: 760 shares 760 $111K 0.03% +600 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: 421 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 312 shares; 2026Q1: 312 shares; 2026Q2: 312 shares 312 $111K 0.03% 0 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,087 shares; 2024Q4: 10,087 shares; 2025Q1: 9,024 shares; 2025Q2: 4,624 shares; 2025Q3: 4,624 shares; 2025Q4: 4,624 shares; 2026Q1: 4,624 shares; 2026Q2: 4,624 shares 4,624 $109K 0.03% 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: 927 shares; 2024Q4: 932 shares; 2025Q1: 1,056 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,069 shares; 2026Q1: 1,058 shares; 2026Q2: 1,058 shares 1,058 $108K 0.03% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 185 shares; 2026Q2: 1,645 shares 1,645 $105K 0.02% +1,460 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 191 shares; 2026Q2: 1,153 shares 1,153 $105K 0.02% +962 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 659 shares 659 $104K 0.02% new 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: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 171 shares; 2026Q2: 141 shares 141 $101K 0.02% -30 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 323 shares; 2026Q2: 848 shares 848 $99.8K 0.02% +525 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: 42 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11 shares; 2026Q2: 673 shares 673 $98.2K 0.02% +662 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: 252 shares; 2024Q4: 298 shares; 2025Q1: 288 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 246 shares; 2026Q1: 271 shares; 2026Q2: 1,546 shares 1,546 $97.2K 0.02% +1,275 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 164 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 168 shares; 2026Q2: 498 shares 498 $96.8K 0.02% +330 Timeline WCEO TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $95.8K 0.02% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,340 shares; 2024Q4: 3,603 shares; 2025Q1: 3,604 shares; 2025Q2: 3,644 shares; 2025Q3: 3,429 shares; 2025Q4: 1,100 shares; 2026Q1: 1,161 shares; 2026Q2: 5,011 shares 5,011 $95.8K 0.02% +3,850 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 reported; 2024Q4: not reported; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $95.4K 0.02% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 65 shares; 2025Q1: 62 shares; 2025Q2: 59 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 73 shares; 2026Q2: 442 shares 442 $93.7K 0.02% +369 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 188 shares; 2026Q2: 1,238 shares 1,238 $92.3K 0.02% +1,050 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares 1,325 $92.1K 0.02% 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: 3,437 shares; 2024Q4: 2,879 shares; 2025Q1: 3,257 shares; 2025Q2: 3,185 shares; 2025Q3: 3,446 shares; 2025Q4: 3,470 shares; 2026Q1: 1,804 shares; 2026Q2: 3,822 shares 3,822 $92K 0.02% +2,018 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,398 shares; 2024Q4: 2,414 shares; 2025Q1: 2,414 shares; 2025Q2: 2,457 shares; 2025Q3: 2,457 shares; 2025Q4: 2,457 shares; 2026Q1: 2,457 shares; 2026Q2: 2,457 shares 2,457 $91.4K 0.02% 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: 335 shares; 2024Q4: 335 shares; 2025Q1: 295 shares; 2025Q2: 244 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 216 shares; 2026Q2: 414 shares 414 $91.3K 0.02% +198 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $89.8K 0.02% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 347 shares; 2026Q1: 782 shares; 2026Q2: 5,027 shares 5,027 $89.1K 0.02% +4,245 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares; 2026Q2: 1,735 shares 1,735 $88.5K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 571 shares; 2026Q1: 629 shares; 2026Q2: 629 shares 629 $88K 0.02% 0 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 2,083 shares; 2025Q4: 1,371 shares; 2026Q1: 1,488 shares; 2026Q2: 1,598 shares 1,598 $87K 0.02% +110 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: 116 shares; 2024Q4: 116 shares; 2025Q1: 118 shares; 2025Q2: 114 shares; 2025Q3: 117 shares; 2025Q4: 116 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $86.9K 0.02% 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: 175 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: 169 shares 169 $86.3K 0.02% 0 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,884 shares; 2024Q4: 2,884 shares; 2025Q1: 2,884 shares; 2025Q2: 2,884 shares; 2025Q3: 2,917 shares; 2025Q4: 2,952 shares; 2026Q1: 2,983 shares; 2026Q2: 3,639 shares 3,639 $86K 0.02% +656 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 1,186 shares; 2025Q2: 1,252 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares; 2026Q1: 1,252 shares; 2026Q2: 1,252 shares 1,252 $85.5K 0.02% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415 shares; 2024Q4: 419 shares; 2025Q1: 389 shares; 2025Q2: 343 shares; 2025Q3: 344 shares; 2025Q4: 275 shares; 2026Q1: 283 shares; 2026Q2: 287 shares 287 $85.4K 0.02% +4 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: 477 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 496 shares; 2026Q1: 535 shares; 2026Q2: 536 shares 536 $84K 0.02% +1 Timeline VUSE 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: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares; 2026Q2: 1,105 shares 1,105 $79.9K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 25 shares; 2026Q2: 125 shares 125 $79.3K 0.02% +100 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484 shares; 2024Q4: 484 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 841 shares; 2026Q1: 841 shares; 2026Q2: 841 shares 841 $78.8K 0.02% 0 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 reported; 2024Q4: 642 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70 shares; 2026Q2: 206 shares 206 $75.9K 0.02% +136 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,253 shares; 2026Q1: 1,253 shares; 2026Q2: 1,253 shares 1,253 $75.4K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $74.6K 0.02% 0 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: 580 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares; 2026Q2: 1,152 shares 1,152 $74.5K 0.02% +7 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $70.4K 0.02% 0 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 101 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 980 shares; 2026Q1: 1,021 shares; 2026Q2: 982 shares 982 $70.1K 0.02% -39 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: 900 shares; 2024Q4: 928 shares; 2025Q1: 900 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares; 2026Q2: 815 shares 815 $69K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares; 2026Q2: 640 shares 640 $68.4K 0.02% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 305 shares; 2026Q2: 205 shares 205 $67.7K 0.02% -100 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: 805 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $67.4K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 377 shares 377 $67.2K 0.02% +362 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 81 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $66.4K 0.02% 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: 946 shares; 2024Q4: 915 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares; 2026Q2: 915 shares 915 $65.8K 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: 283 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: 236 shares; 2025Q3: 230 shares; 2025Q4: 275 shares; 2026Q1: 233 shares; 2026Q2: 221 shares 221 $65.8K 0.02% -12 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: 194 shares; 2024Q4: 197 shares; 2025Q1: 160 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 70 shares; 2026Q2: 57 shares 57 $65.8K 0.02% -13 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: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 217 shares 217 $65.8K 0.02% -26 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $65.7K 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: 410 shares; 2024Q4: 410 shares; 2025Q1: 323 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 320 shares; 2026Q1: 263 shares; 2026Q2: 1,502 shares 1,502 $64.9K 0.02% +1,239 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: 283 shares; 2024Q4: 297 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 313 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $64.6K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 889 shares; 2024Q4: 908 shares; 2025Q1: 810 shares; 2025Q2: 807 shares; 2025Q3: 807 shares; 2025Q4: 819 shares; 2026Q1: 799 shares; 2026Q2: 772 shares 772 $64.5K 0.01% -27 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: 396 shares; 2024Q4: 310 shares; 2025Q1: 307 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $62.9K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 409 shares; 2026Q2: 409 shares 409 $62.8K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 141 shares; 2026Q1: 130 shares; 2026Q2: 128 shares 128 $62.8K 0.01% -2 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 561 shares; 2026Q1: 561 shares; 2026Q2: 561 shares 561 $62.7K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 602 shares; 2026Q2: 602 shares 602 $62.1K 0.01% 0 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: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 210 shares 210 $61.9K 0.01% +7 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 64 shares 64 $61.8K 0.01% +58 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: 395 shares; 2024Q4: 442 shares; 2025Q1: 432 shares; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 437 shares; 2026Q1: 705 shares; 2026Q2: 679 shares 679 $61.6K 0.01% -26 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: 148 shares; 2024Q4: 148 shares; 2025Q1: 146 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 169 shares; 2026Q2: 166 shares 166 $61.5K 0.01% -3 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,925 shares 1,925 $60.8K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 270 shares 270 $59.7K 0.01% -120 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,586 shares; 2025Q2: 1,544 shares; 2025Q3: 2,725 shares; 2025Q4: 1,888 shares; 2026Q1: 1,888 shares; 2026Q2: 1,888 shares 1,888 $58.7K 0.01% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $58.4K 0.01% new 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 reported; 2024Q4: 3,211 shares; 2025Q1: 506 shares; 2025Q2: 298 shares; 2025Q3: 726 shares; 2025Q4: 414 shares; 2026Q1: 396 shares; 2026Q2: 396 shares 396 $56.2K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 590 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 495 shares; 2026Q1: 558 shares; 2026Q2: 507 shares 507 $55.7K 0.01% -51 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: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $55.5K 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: 357 shares; 2024Q4: 357 shares; 2025Q1: 377 shares; 2025Q2: 384 shares; 2025Q3: 388 shares; 2025Q4: 360 shares; 2026Q1: 359 shares; 2026Q2: 348 shares 348 $54.6K 0.01% -11 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: 133 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 141 shares 141 $54.4K 0.01% -3 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 104 shares; 2025Q1: 138 shares; 2025Q2: 101 shares; 2025Q3: 149 shares; 2025Q4: 146 shares; 2026Q1: 83 shares; 2026Q2: 136 shares 136 $54K 0.01% +53 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837 shares; 2024Q4: 802 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,119 shares; 2025Q4: 1,119 shares; 2026Q1: 969 shares; 2026Q2: 1,157 shares 1,157 $53.9K 0.01% +188 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: 182 shares; 2024Q4: 185 shares; 2025Q1: 151 shares; 2025Q2: 188 shares; 2025Q3: 190 shares; 2025Q4: 183 shares; 2026Q1: 163 shares; 2026Q2: 263 shares 263 $53.9K 0.01% +100 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: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 488 shares; 2026Q2: 488 shares 488 $53.8K 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: 271 shares; 2024Q4: 421 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 423 shares 423 $53.5K 0.01% +137 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 105 shares; 2025Q1: 122 shares; 2025Q2: 120 shares; 2025Q3: 118 shares; 2025Q4: 121 shares; 2026Q1: 109 shares; 2026Q2: 103 shares 103 $53.1K 0.01% -6 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: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 125 shares; 2026Q2: 130 shares 130 $52.9K 0.01% +5 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: 158 shares; 2024Q4: 158 shares; 2025Q1: 159 shares; 2025Q2: 148 shares; 2025Q3: 137 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 132 shares 132 $52.4K 0.01% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 658 shares 658 $52.2K 0.01% new 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: 158 shares; 2024Q4: 158 shares; 2025Q1: 161 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $52.1K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 327 shares; 2026Q2: 257 shares 257 $51.6K 0.01% -70 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: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $51.2K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 285 shares; 2025Q1: 264 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 155 shares; 2026Q2: 118 shares 118 $51.1K 0.01% -37 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 904 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 904 shares; 2026Q1: 904 shares; 2026Q2: 904 shares 904 $48.8K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232 shares; 2024Q4: 1,226 shares; 2025Q1: 1,226 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares; 2025Q4: 1,092 shares; 2026Q1: 966 shares; 2026Q2: 966 shares 966 $48.1K 0.01% 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: 555 shares; 2024Q4: 524 shares; 2025Q1: 674 shares; 2025Q2: 692 shares; 2025Q3: 692 shares; 2025Q4: 770 shares; 2026Q1: 770 shares; 2026Q2: 770 shares 770 $47.7K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $47.4K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: 518 shares; 2025Q4: 407 shares; 2026Q1: 407 shares; 2026Q2: 407 shares 407 $46.5K 0.01% 0 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: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 183 shares 183 $45.5K 0.01% +10 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $44.8K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 202 shares 202 $44.7K 0.01% new 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: 331 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 481 shares 481 $44.4K 0.01% +150 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: 476 shares; 2024Q4: 703 shares; 2025Q1: 547 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $43.9K 0.01% 0 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: 1,251 shares; 2024Q4: 1,244 shares; 2025Q1: 1,240 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 909 shares; 2026Q1: 909 shares; 2026Q2: 909 shares 909 $43.2K 0.01% 0 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,209 shares; 2026Q2: 1,310 shares 1,310 $43.1K 0.01% +101 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 147 shares; 2026Q2: 135 shares 135 $42.5K 0.01% -12 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: 504 shares; 2024Q4: 504 shares; 2025Q1: 237 shares; 2025Q2: 203 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $41.9K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $41.7K 0.01% 0 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: 60 shares; 2024Q4: 78 shares; 2025Q1: 60 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 116 shares; 2026Q2: 116 shares 116 $40.6K 0.01% 0 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: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 407 shares; 2026Q2: 283 shares 283 $40.5K 0.01% -124 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: 279 shares; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares; 2026Q2: 279 shares 279 $40.3K 0.01% 0 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 1,569 shares; 2026Q1: 1,528 shares; 2026Q2: 1,528 shares 1,528 $39.8K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $39.4K 0.01% 0 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: 675 shares; 2024Q4: 677 shares; 2025Q1: 713 shares; 2025Q2: 635 shares; 2025Q3: 619 shares; 2025Q4: 445 shares; 2026Q1: 441 shares; 2026Q2: 442 shares 442 $38.8K 0.01% +1 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: 837 shares; 2024Q4: 587 shares; 2025Q1: 587 shares; 2025Q2: 627 shares; 2025Q3: 1,222 shares; 2025Q4: 1,194 shares; 2026Q1: 1,209 shares; 2026Q2: 1,209 shares 1,209 $38.7K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $38.4K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 54 shares; 2025Q1: 41 shares; 2025Q2: 59 shares; 2025Q3: 58 shares; 2025Q4: 55 shares; 2026Q1: 62 shares; 2026Q2: 60 shares 60 $37.4K 0.01% -2 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: 154 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 200 shares; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 158 shares 158 $37.4K 0.01% +4 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 86 shares; 2025Q1: 83 shares; 2025Q2: 71 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares; 2026Q2: 271 shares 271 $37.2K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $37.1K 0.01% 0 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: 896 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 896 shares; 2026Q2: 896 shares 896 $36.3K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 88 shares; 2026Q1: 91 shares; 2026Q2: 92 shares 92 $36.3K 0.01% +1 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,409 shares; 2024Q4: 1,409 shares; 2025Q1: 1,399 shares; 2025Q2: 1,298 shares; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares; 2026Q1: 1,186 shares; 2026Q2: 1,184 shares 1,184 $35.8K 0.01% -2 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $35.4K 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: 274 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 469 shares 469 $34.9K 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: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53 shares 53 $34.8K 0.01% new 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: 39 shares; 2024Q4: 86 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 201 shares; 2026Q2: 101 shares 101 $34.4K 0.01% -100 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 283 shares; 2026Q2: 282 shares 282 $33.9K 0.01% -1 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: 283 shares; 2024Q4: 283 shares; 2025Q1: 278 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 252 shares; 2026Q1: 209 shares; 2026Q2: 207 shares 207 $33.7K 0.01% -2 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 101 shares; 2026Q2: 97 shares 97 $33.5K 0.01% -4 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: 158 shares; 2024Q4: 191 shares; 2025Q1: 158 shares; 2025Q2: 207 shares; 2025Q3: 202 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $33.5K 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 135 shares 135 $33.1K 0.01% +35 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 69 shares; 2026Q1: 66 shares; 2026Q2: 62 shares 62 $33.1K 0.01% -4 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: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $33K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares; 2026Q2: 203 shares 203 $32.9K 0.01% +45 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: 240 shares; 2024Q4: 233 shares; 2025Q1: 214 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 193 shares 193 $32.8K 0.01% -7 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61 shares; 2024Q4: 42 shares; 2025Q1: 48 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $32.6K 0.01% 0 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,174 shares; 2024Q4: 1,174 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares; 2026Q1: 1,039 shares; 2026Q2: 884 shares 884 $32.6K 0.01% -155 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: 108 shares; 2024Q4: 144 shares; 2025Q1: 163 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $32.6K 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 92 shares; 2025Q2: 90 shares; 2025Q3: 83 shares; 2025Q4: 78 shares; 2026Q1: 79 shares; 2026Q2: 78 shares 78 $32.4K 0.01% -1 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 426 shares 426 $32.1K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 597 shares; 2024Q4: 571 shares; 2025Q1: 578 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 551 shares; 2026Q1: 553 shares; 2026Q2: 552 shares 552 $31.9K 0.01% -1 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: 225 shares; 2024Q4: 273 shares; 2025Q1: 260 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 254 shares; 2026Q1: 251 shares; 2026Q2: 251 shares 251 $31.7K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295 shares; 2024Q4: 306 shares; 2025Q1: 303 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 642 shares; 2026Q1: 642 shares; 2026Q2: 658 shares 658 $31.6K 0.01% +16 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $31.1K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 163 shares; 2025Q3: 163 shares; 2025Q4: 163 shares; 2026Q1: 313 shares; 2026Q2: 183 shares 183 $30.9K 0.01% -130 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 71 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 84 shares; 2026Q1: 103 shares; 2026Q2: 232 shares 232 $30.5K 0.01% +129 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: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares; 2026Q2: 146 shares 146 $30.1K 0.01% -2 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 99 shares; 2025Q1: 94 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 82 shares 82 $29.7K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 486 shares 486 $29.4K 0.01% +200 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768 shares; 2024Q4: 462 shares; 2025Q1: 851 shares; 2025Q2: 774 shares; 2025Q3: 766 shares; 2025Q4: 1,071 shares; 2026Q1: 1,063 shares; 2026Q2: 1,071 shares 1,071 $29.3K 0.01% +8 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $29.3K 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 17 shares; 2025Q1: 7 shares; 2025Q2: 22 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $29K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691 shares; 2024Q4: 827 shares; 2025Q1: 403 shares; 2025Q2: 485 shares; 2025Q3: 573 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 626 shares 626 $28.2K 0.01% +11 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 484 shares 484 $28.2K 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $28.1K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 118 shares; 2026Q1: 118 shares; 2026Q2: 118 shares 118 $28K 0.01% 0 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 397 shares; 2025Q1: 394 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $28K 0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33 shares; 2026Q2: 103 shares 103 $27.7K 0.01% +70 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187 shares; 2024Q4: 179 shares; 2025Q1: 166 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 169 shares; 2026Q2: 169 shares 169 $27.5K 0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares 204 $27.5K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 180 shares; 2025Q1: 264 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares; 2026Q2: 285 shares 285 $27.3K 0.01% +74 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: 63 shares; 2024Q4: 121 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 96 shares; 2025Q4: 64 shares; 2026Q1: 154 shares; 2026Q2: 296 shares 296 $27.1K 0.01% +142 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: 120 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 120 shares; 2025Q3: 114 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $26.7K 0.01% 0 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: 94 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 109 shares; 2026Q2: 110 shares 110 $26.6K 0.01% +1 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 17 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $26.4K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 41 shares; 2025Q1: 59 shares; 2025Q2: 107 shares; 2025Q3: 95 shares; 2025Q4: 23 shares; 2026Q1: 43 shares; 2026Q2: 268 shares 268 $26.4K 0.01% +225 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: 1,052 shares; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 954 shares; 2025Q3: 1,027 shares; 2025Q4: 1,017 shares; 2026Q1: 1,017 shares; 2026Q2: 457 shares 457 $26.3K 0.01% -560 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: 530 shares; 2024Q4: 530 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 547 shares 547 $26.2K 0.01% +62 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: 287 shares; 2025Q1: 23 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 376 shares; 2026Q2: 376 shares 376 $26.2K 0.01% 0 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: 164 shares; 2024Q4: 164 shares; 2025Q1: 159 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 156 shares; 2026Q2: 156 shares 156 $26.2K 0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 886 shares; 2026Q1: 886 shares; 2026Q2: 886 shares 886 $26.1K 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: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 104 shares; 2025Q4: 104 shares; 2026Q1: 104 shares; 2026Q2: 104 shares 104 $26K 0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 140 shares; 2026Q2: 140 shares 140 $25.8K 0.01% 0 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406 shares; 2024Q4: 559 shares; 2025Q1: 497 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $25.8K 0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,295 shares; 2024Q4: 1,227 shares; 2025Q1: 1,172 shares; 2025Q2: 1,164 shares; 2025Q3: 1,164 shares; 2025Q4: 1,164 shares; 2026Q1: 1,034 shares; 2026Q2: 1,006 shares 1,006 $25.8K 0.01% -28 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 91 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 290 shares 290 $25.8K 0.01% +200 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 354 shares; 2025Q1: 573 shares; 2025Q2: 511 shares; 2025Q3: 652 shares; 2025Q4: 157 shares; 2026Q1: 657 shares; 2026Q2: 157 shares 157 $25.7K 0.01% -500 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215 shares; 2024Q4: 264 shares; 2025Q1: 214 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $25.5K 0.01% 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: 24 shares; 2024Q4: 63 shares; 2025Q1: 73 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 128 shares; 2026Q1: 176 shares; 2026Q2: 163 shares 163 $25.2K 0.01% -13 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 229 shares; 2025Q1: 202 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 207 shares; 2026Q2: 206 shares 206 $24.9K 0.01% -1 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: 446 shares; 2024Q4: 622 shares; 2025Q1: 544 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 446 shares; 2026Q2: 446 shares 446 $24.8K 0.01% 0 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $24.6K 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: 1,110 shares; 2024Q4: 1,110 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 1,090 shares; 2025Q4: 1,004 shares; 2026Q1: 915 shares; 2026Q2: 869 shares 869 $24.6K 0.01% -46 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: 194 shares; 2024Q4: 190 shares; 2025Q1: 201 shares; 2025Q2: 209 shares; 2025Q3: 220 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $24.5K 0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $24.5K 0.01% 0 Timeline NZAC 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: 2,007 shares; 2024Q4: 2,007 shares; 2025Q1: 2,007 shares; 2025Q2: 1,637 shares; 2025Q3: 1,637 shares; 2025Q4: 1,637 shares; 2026Q1: 526 shares; 2026Q2: 526 shares 526 $24.2K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,413 shares; 2024Q4: 1,570 shares; 2025Q1: 1,352 shares; 2025Q2: 1,514 shares; 2025Q3: 1,352 shares; 2025Q4: 745 shares; 2026Q1: 825 shares; 2026Q2: 968 shares 968 $23.8K 0.01% +143 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $23.7K 0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 108 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 110 shares 110 $23.4K 0.01% -2 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: 287 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 398 shares; 2026Q1: 398 shares; 2026Q2: 567 shares 567 $23.4K 0.01% +169 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: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 112 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $23.4K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 33 shares; 2025Q1: 304 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares; 2026Q1: 306 shares; 2026Q2: 306 shares 306 $23.4K 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: 124 shares; 2024Q4: 131 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 124 shares 124 $23.4K 0.01% 0 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 88 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: 132 shares; 2026Q1: 197 shares; 2026Q2: 197 shares 197 $23.3K 0.01% 0 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $23.1K 0.01% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 146 shares; 2025Q1: 203 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 123 shares 123 $23K 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: 135 shares; 2024Q4: 137 shares; 2025Q1: 138 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 124 shares; 2026Q2: 88 shares 88 $23K 0.01% -36 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 19 shares; 2026Q1: 26 shares; 2026Q2: 41 shares 41 $23K 0.01% +15 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $23K 0.01% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342 shares; 2024Q4: 321 shares; 2025Q1: 304 shares; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 256 shares 256 $22.9K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 163 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 157 shares; 2026Q1: 379 shares; 2026Q2: 195 shares 195 $22.9K 0.01% -184 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $22.9K 0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $22.8K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147 shares; 2024Q4: 322 shares; 2025Q1: 291 shares; 2025Q2: 265 shares; 2025Q3: 233 shares; 2025Q4: 232 shares; 2026Q1: 231 shares; 2026Q2: 211 shares 211 $22.8K 0.01% -20 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $22.7K 0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,076 shares; 2026Q1: 1,076 shares; 2026Q2: 1,076 shares 1,076 $22.7K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374 shares; 2024Q4: 467 shares; 2025Q1: 427 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 410 shares; 2026Q1: 391 shares; 2026Q2: 409 shares 409 $22.7K 0.01% +18 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293 shares; 2024Q4: 308 shares; 2025Q1: 293 shares; 2025Q2: 285 shares; 2025Q3: 238 shares; 2025Q4: 226 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $22.7K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 323 shares 323 $22.6K 0.01% +179 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: 88 shares; 2024Q4: 88 shares; 2025Q1: 89 shares; 2025Q2: 101 shares; 2025Q3: 88 shares; 2025Q4: 89 shares; 2026Q1: 116 shares; 2026Q2: 103 shares 103 $22.5K 0.01% -13 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $22.5K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $22K 0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $22K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $22K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 728 shares 728 $22K 0.01% new 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: 461 shares; 2024Q4: 461 shares; 2025Q1: 460 shares; 2025Q2: 446 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 446 shares; 2026Q2: 446 shares 446 $21.7K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 202 shares; 2025Q1: 167 shares; 2025Q2: 224 shares; 2025Q3: 223 shares; 2025Q4: 196 shares; 2026Q1: 198 shares; 2026Q2: 196 shares 196 $21.7K 0.01% -2 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 132 shares; 2026Q1: 135 shares; 2026Q2: 132 shares 132 $21.6K 0.01% -3 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 359 shares; 2025Q2: 298 shares; 2025Q3: 351 shares; 2025Q4: 298 shares; 2026Q1: 602 shares; 2026Q2: 252 shares 252 $21.3K <0.01% -350 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177 shares; 2024Q4: 204 shares; 2025Q1: 51 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares; 2026Q2: 468 shares 468 $21.3K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $21.2K <0.01% 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: 90 shares; 2024Q4: 93 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $21K <0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 972 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 231 shares; 2025Q4: 231 shares; 2026Q1: 231 shares; 2026Q2: 231 shares 231 $21K <0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 819 shares; 2024Q4: 810 shares; 2025Q1: 796 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 743 shares; 2026Q2: 743 shares 743 $21K <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: 120 shares; 2024Q4: 133 shares; 2025Q1: 293 shares; 2025Q2: 228 shares; 2025Q3: 254 shares; 2025Q4: 278 shares; 2026Q1: 271 shares; 2026Q2: 267 shares 267 $20.6K <0.01% -4 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,288 shares; 2024Q4: 1,285 shares; 2025Q1: 1,239 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares; 2026Q2: 1,186 shares 1,186 $20.6K <0.01% -4 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $20.6K <0.01% 0 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $20.4K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 14 shares; 2026Q2: 16 shares 16 $20.4K <0.01% +2 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 reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $20.4K <0.01% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $20.4K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 235 shares; 2026Q1: 236 shares; 2026Q2: 205 shares 205 $20.4K <0.01% -31 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146 shares; 2024Q4: 145 shares; 2025Q1: 141 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 134 shares 134 $20.3K <0.01% 0 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: 33 shares; 2024Q4: 47 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 54 shares 54 $20.3K <0.01% +1 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: 234 shares; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 271 shares; 2026Q1: 373 shares; 2026Q2: 273 shares 273 $20K <0.01% -100 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 56 shares; 2025Q1: 63 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $19.9K <0.01% 0 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: 42 shares; 2024Q4: 44 shares; 2025Q1: 43 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 35 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $19.9K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459 shares; 2024Q4: 481 shares; 2025Q1: 459 shares; 2025Q2: 451 shares; 2025Q3: 424 shares; 2025Q4: 408 shares; 2026Q1: 421 shares; 2026Q2: 513 shares 513 $19.9K <0.01% +92 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 14 shares; 2025Q4: 13 shares; 2026Q1: 11 shares; 2026Q2: 10 shares 10 $19.8K <0.01% -1 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 502 shares 502 $19.8K <0.01% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 691 shares 691 $19.7K <0.01% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $19.6K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $19.5K <0.01% 0 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 852 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 852 shares; 2026Q2: 852 shares 852 $19.5K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: 188 shares 188 $19.4K <0.01% +19 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329 shares; 2024Q4: 345 shares; 2025Q1: 359 shares; 2025Q2: 361 shares; 2025Q3: 397 shares; 2025Q4: 433 shares; 2026Q1: 374 shares; 2026Q2: 374 shares 374 $19.2K <0.01% 0 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247 shares 247 $19.2K <0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 19 shares; 2025Q1: 26 shares; 2025Q2: 24 shares; 2025Q3: 40 shares; 2025Q4: 22 shares; 2026Q1: 21 shares; 2026Q2: 43 shares 43 $19.2K <0.01% +22 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: 79 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $19.2K <0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $19.1K <0.01% 0 Timeline ATEX ANTERIX INC More: the full row for ANTERIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $19K <0.01% 0 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 191 shares 191 $19K <0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $18.9K <0.01% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 9 shares 9 $18.7K <0.01% -1 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 51 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 63 shares; 2026Q2: 62 shares 62 $18.7K <0.01% -1 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $18.6K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 6 shares; 2025Q4: 24 shares; 2026Q1: 71 shares; 2026Q2: 55 shares 55 $18.6K <0.01% -16 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: 206 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 210 shares; 2025Q3: 253 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 190 shares 190 $18.4K <0.01% +41 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 307 shares 307 $18.4K <0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 19 shares; 2025Q1: 22 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 86 shares; 2026Q2: 71 shares 71 $18.3K <0.01% -15 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149 shares; 2024Q4: 148 shares; 2025Q1: 99 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $18.2K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 25 shares; 2025Q1: 63 shares; 2025Q2: 68 shares; 2025Q3: 25 shares; 2025Q4: 63 shares; 2026Q1: 54 shares; 2026Q2: 47 shares 47 $18.2K <0.01% -7 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $18.2K <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: 100 shares; 2024Q4: 104 shares; 2025Q1: 103 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 27 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $18.1K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $18K <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: 102 shares; 2024Q4: 102 shares; 2025Q1: 81 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $17.8K <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 253 shares; 2025Q1: 204 shares; 2025Q2: 202 shares; 2025Q3: 199 shares; 2025Q4: 213 shares; 2026Q1: 188 shares; 2026Q2: 231 shares 231 $17.8K <0.01% +43 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: 76 shares; 2024Q4: 78 shares; 2025Q1: 77 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 75 shares 75 $17.8K <0.01% +4 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: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $17.8K <0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $17.7K <0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 56 shares; 2025Q1: 14 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $17.7K <0.01% 0 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 669 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $17.4K <0.01% 0 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169 shares; 2024Q4: 265 shares; 2025Q1: 17 shares; 2025Q2: 597 shares; 2025Q3: 597 shares; 2025Q4: 597 shares; 2026Q1: 473 shares; 2026Q2: 466 shares 466 $17.4K <0.01% -7 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 172 shares; 2026Q2: 172 shares 172 $17.4K <0.01% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $17.2K <0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 43 shares; 2026Q2: 41 shares 41 $17.1K <0.01% -2 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 497 shares; 2026Q2: 497 shares 497 $16.9K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 66 shares; 2025Q2: 59 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 51 shares; 2026Q2: 95 shares 95 $16.9K <0.01% +44 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 175 shares 175 $16.8K <0.01% +125 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163 shares; 2024Q4: 56 shares; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $16.8K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 64 shares 64 $16.7K <0.01% -2 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 14 shares; 2026Q2: 14 shares 14 $16.7K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 184 shares; 2026Q2: 184 shares 184 $16.6K <0.01% 0 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77 shares; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $16.6K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 46 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $16.6K <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 568 shares; 2025Q1: 212 shares; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 1,026 shares; 2026Q1: 1,026 shares; 2026Q2: 1,045 shares 1,045 $16.6K <0.01% +19 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $16.5K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 360 shares; 2025Q1: 311 shares; 2025Q2: 106 shares; 2025Q3: 181 shares; 2025Q4: 436 shares; 2026Q1: 177 shares; 2026Q2: 256 shares 256 $16.4K <0.01% +79 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 291 shares; 2025Q1: 223 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $16.3K <0.01% 0 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 778 shares; 2025Q2: 742 shares; 2025Q3: 742 shares; 2025Q4: 742 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712 $16.2K <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: 34 shares; 2024Q4: 34 shares; 2025Q1: 58 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 85 shares; 2026Q2: 90 shares 90 $16.2K <0.01% +5 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 112 shares; 2025Q1: 98 shares; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $16.1K <0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 117 shares; 2025Q1: 90 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 179 shares 179 $16.1K <0.01% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: 648 shares 648 $15.9K <0.01% 0 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387 shares; 2024Q4: 356 shares; 2025Q1: 616 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,772 shares; 2026Q1: 1,772 shares; 2026Q2: 1,772 shares 1,772 $15.9K <0.01% 0 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $15.9K <0.01% 0 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: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 145 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $15.7K <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: 28 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 43 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 45 shares; 2026Q2: 496 shares 496 $15.7K <0.01% +451 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 108 shares; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $15.7K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 68 shares; 2025Q1: 63 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 59 shares; 2026Q1: 73 shares; 2026Q2: 58 shares 58 $15.7K <0.01% -15 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares; 2026Q2: 287 shares 287 $15.6K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 75 shares; 2025Q1: 77 shares; 2025Q2: 76 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 68 shares 68 $15.6K <0.01% -2 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 87 shares; 2025Q1: 107 shares; 2025Q2: 47 shares; 2025Q3: 54 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 72 shares 72 $15.6K <0.01% +20 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 202 shares; 2025Q3: 212 shares; 2025Q4: 165 shares; 2026Q1: 165 shares; 2026Q2: 165 shares 165 $15.5K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $15.4K <0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 808 shares 808 $15.4K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: 1,292 shares; 2026Q2: 1,292 shares 1,292 $15.4K <0.01% 0 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 176 shares; 2025Q1: 176 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares; 2026Q2: 176 shares 176 $15.3K <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: 146 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 189 shares; 2026Q1: 255 shares; 2026Q2: 358 shares 358 $15.3K <0.01% +103 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133 shares; 2024Q4: 199 shares; 2025Q1: 176 shares; 2025Q2: 79 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 173 shares; 2026Q2: 193 shares 193 $15.2K <0.01% +20 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: not reported; 2025Q1: 197 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $15.1K <0.01% 0 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 481 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $15.1K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 153 shares; 2025Q1: 197 shares; 2025Q2: 225 shares; 2025Q3: 272 shares; 2025Q4: 124 shares; 2026Q1: 124 shares; 2026Q2: 216 shares 216 $15.1K <0.01% +92 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 437 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $15.1K <0.01% 0 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 285 shares; 2026Q1: 283 shares; 2026Q2: 283 shares 283 $14.8K <0.01% 0 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 49 shares 49 $14.8K <0.01% +43 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 376 shares; 2026Q2: 376 shares 376 $14.8K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $14.8K <0.01% 0 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: 29 shares; 2024Q4: 130 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 49 shares 49 $14.7K <0.01% +20 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $14.6K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: 169 shares 169 $14.6K <0.01% 0 Timeline SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365 shares; 2024Q4: 299 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares; 2026Q2: 281 shares 281 $14.5K <0.01% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares; 2026Q2: 254 shares 254 $14.5K <0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85 shares 85 $14.5K <0.01% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $14.5K <0.01% new Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 100 shares 100 $14.5K <0.01% +16 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,823 shares; 2025Q1: 1,886 shares; 2025Q2: 1,941 shares; 2025Q3: 1,993 shares; 2025Q4: 2,046 shares; 2026Q1: 2,115 shares; 2026Q2: 1,526 shares 1,526 $14.5K <0.01% -589 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 2 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 94 shares; 2026Q2: 108 shares 108 $14.3K <0.01% +14 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,162 shares; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 1,162 shares; 2026Q1: 1,162 shares; 2026Q2: 1,162 shares 1,162 $14.3K <0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $14.2K <0.01% 0 Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $14.2K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 138 shares; 2025Q1: 139 shares; 2025Q2: 146 shares; 2025Q3: 145 shares; 2025Q4: 95 shares; 2026Q1: 118 shares; 2026Q2: 97 shares 97 $14.1K <0.01% -21 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 56 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 53 shares 53 $14.1K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 43 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $14K <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: 253 shares; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 506 shares 506 $14K <0.01% 0 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 86 shares; 2025Q1: 28 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $14K <0.01% 0 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $13.9K <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: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $13.8K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 170 shares; 2025Q3: 137 shares; 2025Q4: 222 shares; 2026Q1: 203 shares; 2026Q2: 203 shares 203 $13.8K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,031 shares; 2024Q4: 1,138 shares; 2025Q1: 544 shares; 2025Q2: 183 shares; 2025Q3: 819 shares; 2025Q4: 809 shares; 2026Q1: 819 shares; 2026Q2: 819 shares 819 $13.8K <0.01% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: 288 shares; 2025Q4: 288 shares; 2026Q1: 288 shares; 2026Q2: 288 shares 288 $13.8K <0.01% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 51 shares; 2025Q1: 67 shares; 2025Q2: 23 shares; 2025Q3: 23 shares; 2025Q4: 24 shares; 2026Q1: 23 shares; 2026Q2: 121 shares 121 $13.7K <0.01% +98 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 reported; 2024Q4: not reported; 2025Q1: 29 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 258 shares 258 $13.7K <0.01% +148 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 282 shares; 2024Q4: 282 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 288 shares; 2026Q2: 288 shares 288 $13.7K <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: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $13.6K <0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 123 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $13.6K <0.01% 0 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124 shares; 2024Q4: 198 shares; 2025Q1: 270 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 232 shares; 2026Q1: 232 shares; 2026Q2: 153 shares 153 $13.6K <0.01% -79 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: 23 shares; 2024Q4: 23 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $13.6K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 87 shares; 2025Q1: 138 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 107 shares; 2026Q2: 67 shares 67 $13.5K <0.01% -40 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: 71 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $13.5K <0.01% 0 Timeline