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: 103,229 shares; 2024Q4: 106,062 shares; 2025Q1: 111,675 shares; 2025Q2: 121,434 shares; 2025Q3: 165,362 shares; 2025Q4: 167,176 shares; 2026Q1: 176,697 shares; 2026Q2: 172,980 shares 172,980 $119M 16.36% -3,717 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: 1,072,120 shares; 2024Q4: 1,094,709 shares; 2025Q1: 1,132,615 shares; 2025Q2: 1,233,662 shares; 2025Q3: 1,249,657 shares; 2025Q4: 1,256,430 shares; 2026Q1: 1,174,605 shares; 2026Q2: 1,171,878 shares 1,171,878 $83.5M 11.5% -2,727 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: 178,670 shares; 2024Q4: 176,050 shares; 2025Q1: 174,403 shares; 2025Q2: 176,014 shares; 2025Q3: 176,375 shares; 2025Q4: 173,701 shares; 2026Q1: 173,405 shares; 2026Q2: 167,205 shares 167,205 $61.9M 8.52% -6,200 Timeline VCSH 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: 478,475 shares; 2024Q4: 492,871 shares; 2025Q1: 525,390 shares; 2025Q2: 532,006 shares; 2025Q3: 554,355 shares; 2025Q4: 593,862 shares; 2026Q1: 573,702 shares; 2026Q2: 615,981 shares 615,981 $48.7M 6.7% +42,279 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: 104,268 shares; 2024Q4: 100,693 shares; 2025Q1: 98,700 shares; 2025Q2: 98,764 shares; 2025Q3: 57,356 shares; 2025Q4: 55,932 shares; 2026Q1: 55,512 shares; 2026Q2: 54,237 shares 54,237 $40.5M 5.58% -1,275 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: 544,580 shares; 2024Q4: 549,865 shares; 2025Q1: 558,637 shares; 2025Q2: 554,740 shares; 2025Q3: 553,717 shares; 2025Q4: 551,940 shares; 2026Q1: 554,763 shares; 2026Q2: 544,825 shares 544,825 $32.5M 4.48% -9,938 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: 701,061 shares; 2024Q4: 664,424 shares; 2025Q1: 953,471 shares; 2025Q2: 970,659 shares; 2025Q3: 1,016,994 shares; 2025Q4: 1,090,511 shares; 2026Q1: 429,184 shares; 2026Q2: 529,624 shares 529,624 $31.2M 4.3% +100,440 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544,901 shares; 2024Q4: 573,072 shares; 2025Q1: 565,630 shares; 2025Q2: 545,176 shares; 2025Q3: 538,794 shares; 2025Q4: 527,624 shares; 2026Q1: 452,512 shares; 2026Q2: 450,186 shares 450,186 $22.7M 3.12% -2,326 Timeline VMBS 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: 315,334 shares; 2024Q4: 312,215 shares; 2025Q1: 370,263 shares; 2025Q2: 377,435 shares; 2025Q3: 392,837 shares; 2025Q4: 414,097 shares; 2026Q1: 430,538 shares; 2026Q2: 465,598 shares 465,598 $21.8M 3% +35,060 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,766 shares; 2024Q4: 35,113 shares; 2025Q1: 34,323 shares; 2025Q2: 53,137 shares; 2025Q3: 51,869 shares; 2025Q4: 49,574 shares; 2026Q1: 49,546 shares; 2026Q2: 55,299 shares 55,299 $19M 2.62% +5,753 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: 149,930 shares; 2024Q4: 152,433 shares; 2025Q1: 128,133 shares; 2025Q2: 117,526 shares; 2025Q3: 112,958 shares; 2025Q4: 113,595 shares; 2026Q1: 104,999 shares; 2026Q2: 104,357 shares 104,357 $15.5M 2.13% -642 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: 160,948 shares; 2024Q4: 164,638 shares; 2025Q1: 171,715 shares; 2025Q2: 179,405 shares; 2025Q3: 183,487 shares; 2025Q4: 192,124 shares; 2026Q1: 198,723 shares; 2026Q2: 200,560 shares 200,560 $15.5M 2.13% +1,837 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: 4,444 shares; 2024Q4: 4,538 shares; 2025Q1: 4,408 shares; 2025Q2: 3,944 shares; 2025Q3: 3,937 shares; 2025Q4: 4,688 shares; 2026Q1: 4,648 shares; 2026Q2: 89,779 shares 89,779 $14.1M 1.94% +85,131 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: 123,750 shares; 2024Q4: 121,158 shares; 2025Q1: 116,374 shares; 2025Q2: 115,291 shares; 2025Q3: 113,724 shares; 2025Q4: 112,075 shares; 2026Q1: 108,033 shares; 2026Q2: 106,513 shares 106,513 $11.8M 1.62% -1,520 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,804 shares; 2024Q4: 476,091 shares; 2025Q1: 516,025 shares; 2025Q2: 522,362 shares; 2025Q3: 535,914 shares; 2025Q4: 557,485 shares; 2026Q1: 346,474 shares; 2026Q2: 398,250 shares 398,250 $10.6M 1.45% +51,776 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436,547 shares; 2024Q4: 444,771 shares; 2025Q1: 456,943 shares; 2025Q2: 158,107 shares; 2025Q3: 166,000 shares; 2025Q4: 185,975 shares; 2026Q1: 232,240 shares; 2026Q2: 237,740 shares 237,740 $10.5M 1.44% +5,500 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: 488,727 shares; 2024Q4: 509,762 shares; 2025Q1: 353,942 shares; 2025Q2: 339,969 shares; 2025Q3: 348,711 shares; 2025Q4: 356,634 shares; 2026Q1: 306,302 shares; 2026Q2: 169,812 shares 169,812 $9.03M 1.24% -136,490 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: 75,774 shares; 2024Q4: 71,761 shares; 2025Q1: 74,191 shares; 2025Q2: 74,453 shares; 2025Q3: 78,108 shares; 2025Q4: 106,400 shares; 2026Q1: 103,801 shares; 2026Q2: 106,353 shares 106,353 $7.81M 1.08% +2,552 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,222 shares; 2024Q4: 183,649 shares; 2025Q1: 182,079 shares; 2025Q2: 176,070 shares; 2025Q3: 173,131 shares; 2025Q4: 171,570 shares; 2026Q1: 150,148 shares; 2026Q2: 144,029 shares 144,029 $7.55M 1.04% -6,119 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: 21,389 shares; 2024Q4: 21,049 shares; 2025Q1: 28,427 shares; 2025Q2: 29,211 shares; 2025Q3: 28,937 shares; 2025Q4: 30,931 shares; 2026Q1: 31,620 shares; 2026Q2: 32,021 shares 32,021 $6.41M 0.88% +401 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: 18,573 shares; 2024Q4: 18,682 shares; 2025Q1: 20,080 shares; 2025Q2: 20,589 shares; 2025Q3: 20,604 shares; 2025Q4: 20,419 shares; 2026Q1: 20,719 shares; 2026Q2: 21,037 shares 21,037 $6.09M 0.84% +318 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,206 shares; 2024Q4: 105,749 shares; 2025Q1: 100,361 shares; 2025Q2: 109,639 shares; 2025Q3: 106,482 shares; 2025Q4: 100,387 shares; 2026Q1: 98,737 shares; 2026Q2: 100,761 shares 100,761 $5.22M 0.72% +2,024 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,568 shares; 2024Q4: 45,615 shares; 2025Q1: 47,293 shares; 2025Q2: 52,707 shares; 2025Q3: 55,628 shares; 2025Q4: 55,103 shares; 2026Q1: 56,781 shares; 2026Q2: 55,340 shares 55,340 $4.73M 0.65% -1,441 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: 14,548 shares; 2024Q4: 14,085 shares; 2025Q1: 12,769 shares; 2025Q2: 12,792 shares; 2025Q3: 12,502 shares; 2025Q4: 12,277 shares; 2026Q1: 12,467 shares; 2026Q2: 12,671 shares 12,671 $4.53M 0.62% +204 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: 15,773 shares; 2024Q4: 15,623 shares; 2025Q1: 15,284 shares; 2025Q2: 15,488 shares; 2025Q3: 15,399 shares; 2025Q4: 19,915 shares; 2026Q1: 20,016 shares; 2026Q2: 18,881 shares 18,881 $4.5M 0.62% -1,135 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: 9,651 shares; 2024Q4: 9,754 shares; 2025Q1: 9,753 shares; 2025Q2: 9,837 shares; 2025Q3: 9,968 shares; 2025Q4: 8,480 shares; 2026Q1: 4,030 shares; 2026Q2: 3,789 shares 3,789 $4.37M 0.6% -241 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: 10,887 shares; 2024Q4: 10,982 shares; 2025Q1: 10,880 shares; 2025Q2: 11,312 shares; 2025Q3: 11,441 shares; 2025Q4: 11,158 shares; 2026Q1: 11,111 shares; 2026Q2: 11,317 shares 11,317 $4.22M 0.58% +206 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,080 shares; 2024Q4: 45,094 shares; 2025Q1: 44,216 shares; 2025Q2: 42,913 shares; 2025Q3: 42,198 shares; 2025Q4: 42,042 shares; 2026Q1: 41,242 shares; 2026Q2: 41,140 shares 41,140 $3.89M 0.54% -102 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,861 shares; 2024Q4: 2,861 shares; 2025Q1: 3,204 shares; 2025Q2: 41,459 shares; 2025Q3: 41,069 shares; 2025Q4: 40,514 shares; 2026Q1: 40,484 shares; 2026Q2: 39,956 shares 39,956 $3.85M 0.53% -528 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,478 shares; 2024Q4: 12,420 shares; 2025Q1: 20,693 shares; 2025Q2: 21,295 shares; 2025Q3: 21,074 shares; 2025Q4: 20,886 shares; 2026Q1: 21,867 shares; 2026Q2: 22,268 shares 22,268 $2.94M 0.41% +401 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: 7,722 shares; 2024Q4: 7,730 shares; 2025Q1: 7,684 shares; 2025Q2: 7,693 shares; 2025Q3: 7,014 shares; 2025Q4: 6,462 shares; 2026Q1: 6,956 shares; 2026Q2: 7,151 shares 7,151 $2.7M 0.37% +195 Timeline BSV 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: 36,289 shares; 2024Q4: 35,375 shares; 2025Q1: 36,887 shares; 2025Q2: 37,644 shares; 2025Q3: 39,674 shares; 2025Q4: 31,202 shares; 2026Q1: 32,363 shares; 2026Q2: 33,210 shares 33,210 $2.59M 0.36% +847 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: 9,352 shares; 2024Q4: 9,508 shares; 2025Q1: 8,550 shares; 2025Q2: 8,862 shares; 2025Q3: 8,319 shares; 2025Q4: 22,010 shares; 2026Q1: 20,718 shares; 2026Q2: 19,762 shares 19,762 $2.32M 0.32% -956 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,000 shares 30,000 $2.07M 0.28% new 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: 17,171 shares; 2024Q4: 17,321 shares; 2025Q1: 17,426 shares; 2025Q2: 17,488 shares; 2025Q3: 17,776 shares; 2025Q4: 17,785 shares; 2026Q1: 17,893 shares; 2026Q2: 17,605 shares 17,605 $2.07M 0.28% -288 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,901 shares; 2024Q4: 24,695 shares; 2025Q1: 36,883 shares; 2025Q2: 33,737 shares; 2025Q3: 27,311 shares; 2025Q4: 35,009 shares; 2026Q1: 50,480 shares; 2026Q2: 40,872 shares 40,872 $2.07M 0.28% -9,608 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,000 shares 40,000 $1.94M 0.27% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,042 shares; 2024Q4: 62,000 shares; 2025Q1: 64,538 shares; 2025Q2: 62,835 shares; 2025Q3: 61,423 shares; 2025Q4: 60,930 shares; 2026Q1: 10,936 shares; 2026Q2: 16,028 shares 16,028 $1.88M 0.26% +5,092 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,424 shares; 2024Q4: 9,903 shares; 2025Q1: 17,605 shares; 2025Q2: 18,442 shares; 2025Q3: 19,580 shares; 2025Q4: 19,786 shares; 2026Q1: 18,751 shares; 2026Q2: 18,656 shares 18,656 $1.88M 0.26% -95 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: 7,950 shares; 2024Q4: 7,915 shares; 2025Q1: 7,787 shares; 2025Q2: 7,911 shares; 2025Q3: 7,665 shares; 2025Q4: 6,125 shares; 2026Q1: 5,870 shares; 2026Q2: 5,642 shares 5,642 $1.85M 0.25% -228 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: 3,599 shares; 2024Q4: 3,599 shares; 2025Q1: 3,604 shares; 2025Q2: 3,876 shares; 2025Q3: 3,872 shares; 2025Q4: 3,831 shares; 2026Q1: 3,561 shares; 2026Q2: 3,599 shares 3,599 $1.8M 0.25% +38 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: 14,972 shares; 2024Q4: 14,603 shares; 2025Q1: 11,816 shares; 2025Q2: 11,860 shares; 2025Q3: 11,667 shares; 2025Q4: 10,649 shares; 2026Q1: 9,896 shares; 2026Q2: 9,559 shares 9,559 $1.77M 0.24% -337 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,995 shares; 2024Q4: 4,885 shares; 2025Q1: 4,918 shares; 2025Q2: 4,902 shares; 2025Q3: 4,785 shares; 2025Q4: 4,633 shares; 2026Q1: 4,598 shares; 2026Q2: 20,374 shares 20,374 $1.64M 0.23% +15,776 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: 16,529 shares; 2024Q4: 16,529 shares; 2025Q1: 16,529 shares; 2025Q2: 16,529 shares; 2025Q3: 16,529 shares; 2025Q4: 16,529 shares; 2026Q1: 16,529 shares; 2026Q2: 16,529 shares 16,529 $1.58M 0.22% 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: 11,029 shares; 2024Q4: 11,035 shares; 2025Q1: 10,069 shares; 2025Q2: 10,157 shares; 2025Q3: 9,946 shares; 2025Q4: 9,854 shares; 2026Q1: 9,990 shares; 2026Q2: 10,026 shares 10,026 $1.44M 0.2% +36 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: 7,503 shares; 2024Q4: 7,365 shares; 2025Q1: 7,241 shares; 2025Q2: 7,114 shares; 2025Q3: 6,959 shares; 2025Q4: 6,355 shares; 2026Q1: 6,269 shares; 2026Q2: 5,611 shares 5,611 $1.43M 0.2% -658 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: 36,357 shares; 2024Q4: 36,137 shares; 2025Q1: 28,393 shares; 2025Q2: 28,585 shares; 2025Q3: 28,019 shares; 2025Q4: 21,768 shares; 2026Q1: 20,787 shares; 2026Q2: 19,032 shares 19,032 $1.42M 0.2% -1,755 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: 29,867 shares; 2024Q4: 29,349 shares; 2025Q1: 17,791 shares; 2025Q2: 13,397 shares; 2025Q3: 12,174 shares; 2025Q4: 6,490 shares; 2026Q1: 4,969 shares; 2026Q2: 4,502 shares 4,502 $1.35M 0.19% -467 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,535 shares; 2024Q4: 53,040 shares; 2025Q1: 54,163 shares; 2025Q2: 55,835 shares; 2025Q3: 55,863 shares; 2025Q4: 56,927 shares; 2026Q1: 57,993 shares; 2026Q2: 59,673 shares 59,673 $1.33M 0.18% +1,680 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: 8,907 shares; 2024Q4: 8,895 shares; 2025Q1: 8,825 shares; 2025Q2: 8,777 shares; 2025Q3: 8,942 shares; 2025Q4: 9,034 shares; 2026Q1: 9,018 shares; 2026Q2: 8,815 shares 8,815 $1.21M 0.17% -203 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: 10,237 shares; 2024Q4: 11,321 shares; 2025Q1: 12,628 shares; 2025Q2: 12,549 shares; 2025Q3: 12,500 shares; 2025Q4: 11,881 shares; 2026Q1: 12,137 shares; 2026Q2: 11,407 shares 11,407 $1.18M 0.16% -730 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: 12,842 shares; 2024Q4: 12,813 shares; 2025Q1: 12,744 shares; 2025Q2: 12,765 shares; 2025Q3: 12,724 shares; 2025Q4: 12,454 shares; 2026Q1: 12,531 shares; 2026Q2: 12,655 shares 12,655 $1.17M 0.16% +124 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,059 shares; 2024Q4: 6,946 shares; 2025Q1: 6,997 shares; 2025Q2: 7,070 shares; 2025Q3: 7,008 shares; 2025Q4: 6,357 shares; 2026Q1: 6,330 shares; 2026Q2: 6,119 shares 6,119 $1.16M 0.16% -211 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,429 shares; 2024Q4: 15,528 shares; 2025Q1: 13,660 shares; 2025Q2: 14,250 shares; 2025Q3: 14,399 shares; 2025Q4: 7,088 shares; 2026Q1: 7,134 shares; 2026Q2: 7,213 shares 7,213 $1.14M 0.16% +79 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: 2,808 shares; 2024Q4: 2,700 shares; 2025Q1: 2,475 shares; 2025Q2: 2,399 shares; 2025Q3: 2,277 shares; 2025Q4: 2,017 shares; 2026Q1: 1,950 shares; 2026Q2: 2,007 shares 2,007 $1.13M 0.16% +57 Timeline EFAX 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: 11,431 shares; 2024Q4: 10,628 shares; 2025Q1: 18,227 shares; 2025Q2: 19,939 shares; 2025Q3: 20,348 shares; 2025Q4: 20,565 shares; 2026Q1: 19,974 shares; 2026Q2: 20,814 shares 20,814 $1.13M 0.16% +840 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: 5,404 shares; 2024Q4: 5,904 shares; 2025Q1: 7,104 shares; 2025Q2: 7,104 shares; 2025Q3: 7,104 shares; 2025Q4: 8,203 shares; 2026Q1: 9,660 shares; 2026Q2: 21,816 shares 21,816 $1.1M 0.15% +12,156 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,122 shares; 2024Q4: 11,246 shares; 2025Q1: 11,270 shares; 2025Q2: 12,170 shares; 2025Q3: 12,099 shares; 2025Q4: 11,025 shares; 2026Q1: 12,741 shares; 2026Q2: 10,206 shares 10,206 $1.09M 0.15% -2,535 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: 8 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,493 shares; 2026Q2: 2,546 shares 2,546 $1.08M 0.15% +53 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,005 shares; 2024Q4: 7,940 shares; 2025Q1: 8,130 shares; 2025Q2: 8,321 shares; 2025Q3: 8,406 shares; 2025Q4: 8,477 shares; 2026Q1: 8,599 shares; 2026Q2: 8,712 shares 8,712 $1.07M 0.15% +113 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: 2,178 shares; 2024Q4: 2,108 shares; 2025Q1: 2,108 shares; 2025Q2: 2,108 shares; 2025Q3: 2,108 shares; 2025Q4: 2,071 shares; 2026Q1: 2,044 shares; 2026Q2: 12,096 shares 12,096 $1.04M 0.14% +10,052 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: 7,183 shares; 2024Q4: 7,165 shares; 2025Q1: 7,097 shares; 2025Q2: 6,964 shares; 2025Q3: 6,957 shares; 2025Q4: 6,927 shares; 2026Q1: 6,994 shares; 2026Q2: 7,018 shares 7,018 $1.03M 0.14% +24 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: 9,268 shares; 2024Q4: 9,756 shares; 2025Q1: 9,854 shares; 2025Q2: 9,685 shares; 2025Q3: 9,888 shares; 2025Q4: 10,404 shares; 2026Q1: 10,317 shares; 2026Q2: 10,554 shares 10,554 $1.02M 0.14% +237 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: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 1,404 shares; 2026Q2: 1,369 shares 1,369 $1.01M 0.14% -35 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,460 shares; 2024Q4: 3,301 shares; 2025Q1: 3,381 shares; 2025Q2: 3,825 shares; 2025Q3: 5,483 shares; 2025Q4: 5,123 shares; 2026Q1: 5,148 shares; 2026Q2: 7,638 shares 7,638 $998K 0.14% +2,490 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: 420 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 6,862 shares 6,862 $958K 0.13% +6,612 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: 7,926 shares; 2024Q4: 7,501 shares; 2025Q1: 7,006 shares; 2025Q2: 6,953 shares; 2025Q3: 6,980 shares; 2025Q4: 6,583 shares; 2026Q1: 6,318 shares; 2026Q2: 6,094 shares 6,094 $923K 0.13% -224 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: 5,144 shares; 2024Q4: 5,110 shares; 2025Q1: 5,419 shares; 2025Q2: 5,372 shares; 2025Q3: 5,275 shares; 2025Q4: 4,705 shares; 2026Q1: 4,787 shares; 2026Q2: 4,855 shares 4,855 $921K 0.13% +68 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: 3,970 shares; 2024Q4: 3,991 shares; 2025Q1: 4,062 shares; 2025Q2: 3,917 shares; 2025Q3: 3,812 shares; 2025Q4: 3,719 shares; 2026Q1: 3,701 shares; 2026Q2: 3,509 shares 3,509 $914K 0.13% -192 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: 16,276 shares; 2024Q4: 18,553 shares; 2025Q1: 21,000 shares; 2025Q2: 17,914 shares; 2025Q3: 21,162 shares; 2025Q4: 14,479 shares; 2026Q1: 14,982 shares; 2026Q2: 15,657 shares 15,657 $911K 0.13% +675 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: 141 shares; 2024Q4: 16 shares; 2025Q1: 2,187 shares; 2025Q2: 2,201 shares; 2025Q3: 2,187 shares; 2025Q4: 2,181 shares; 2026Q1: 2,173 shares; 2026Q2: 2,147 shares 2,147 $903K 0.12% -26 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,105 shares; 2024Q4: 23,616 shares; 2025Q1: 29,780 shares; 2025Q2: 23,234 shares; 2025Q3: 14,580 shares; 2025Q4: 18,670 shares; 2026Q1: 19,350 shares; 2026Q2: 16,523 shares 16,523 $891K 0.12% -2,827 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: 16,283 shares; 2024Q4: 15,508 shares; 2025Q1: 10,314 shares; 2025Q2: 10,524 shares; 2025Q3: 11,080 shares; 2025Q4: 7,991 shares; 2026Q1: 7,623 shares; 2026Q2: 7,388 shares 7,388 $837K 0.12% -235 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: 9,072 shares; 2024Q4: 9,173 shares; 2025Q1: 9,097 shares; 2025Q2: 8,390 shares; 2025Q3: 8,341 shares; 2025Q4: 15,667 shares; 2026Q1: 16,247 shares; 2026Q2: 15,687 shares 15,687 $833K 0.11% -560 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: 7,846 shares; 2024Q4: 7,605 shares; 2025Q1: 7,348 shares; 2025Q2: 7,372 shares; 2025Q3: 7,044 shares; 2025Q4: 6,090 shares; 2026Q1: 5,819 shares; 2026Q2: 5,672 shares 5,672 $831K 0.11% -147 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: 412 shares; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 373 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 373 shares; 2026Q2: 9,456 shares 9,456 $830K 0.11% +9,083 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: 32,900 shares; 2024Q4: 32,935 shares; 2025Q1: 32,934 shares; 2025Q2: 33,592 shares; 2025Q3: 20,783 shares; 2025Q4: 16,381 shares; 2026Q1: 15,985 shares; 2026Q2: 14,522 shares 14,522 $827K 0.11% -1,463 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: 39 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 700 shares; 2025Q3: 717 shares; 2025Q4: 700 shares; 2026Q1: 689 shares; 2026Q2: 689 shares 689 $826K 0.11% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,996 shares; 2024Q4: 8,140 shares; 2025Q1: 8,406 shares; 2025Q2: 8,644 shares; 2025Q3: 8,943 shares; 2025Q4: 10,135 shares; 2026Q1: 10,441 shares; 2026Q2: 11,214 shares 11,214 $823K 0.11% +773 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,399 shares; 2024Q4: 5,300 shares; 2025Q1: 5,455 shares; 2025Q2: 5,696 shares; 2025Q3: 5,773 shares; 2025Q4: 5,797 shares; 2026Q1: 5,866 shares; 2026Q2: 5,987 shares 5,987 $811K 0.11% +121 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: 3,449 shares; 2024Q4: 3,456 shares; 2025Q1: 3,462 shares; 2025Q2: 4,257 shares; 2025Q3: 3,825 shares; 2025Q4: 35,579 shares; 2026Q1: 35,469 shares; 2026Q2: 33,067 shares 33,067 $796K 0.11% -2,402 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: 3,597 shares; 2024Q4: 3,440 shares; 2025Q1: 3,521 shares; 2025Q2: 3,521 shares; 2025Q3: 3,521 shares; 2025Q4: 3,521 shares; 2026Q1: 3,521 shares; 2026Q2: 3,521 shares 3,521 $767K 0.11% 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: 61 shares; 2024Q4: 61 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 2,920 shares 2,920 $725K 0.1% +2,859 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: 7,842 shares; 2024Q4: 8,037 shares; 2025Q1: 9,154 shares; 2025Q2: 8,910 shares; 2025Q3: 8,923 shares; 2025Q4: 8,853 shares; 2026Q1: 4,474 shares; 2026Q2: 4,400 shares 4,400 $712K 0.1% -74 Timeline DXCM DEXCOM INC More: the full row for DEXCOM 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: 16 shares; 2025Q4: 10,891 shares; 2026Q1: 10,932 shares; 2026Q2: 10,550 shares 10,550 $711K 0.1% -382 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: 3,296 shares; 2024Q4: 3,321 shares; 2025Q1: 3,356 shares; 2025Q2: 3,367 shares; 2025Q3: 3,321 shares; 2025Q4: 3,300 shares; 2026Q1: 3,302 shares; 2026Q2: 3,066 shares 3,066 $683K 0.09% -236 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: 10,190 shares; 2024Q4: 20,380 shares; 2025Q1: 25,236 shares; 2025Q2: 25,236 shares; 2025Q3: 24,643 shares; 2025Q4: 24,643 shares; 2026Q1: 24,643 shares; 2026Q2: 24,643 shares 24,643 $683K 0.09% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,030 shares; 2024Q4: 8,139 shares; 2025Q1: 7,869 shares; 2025Q2: 8,163 shares; 2025Q3: 7,978 shares; 2025Q4: 7,795 shares; 2026Q1: 7,802 shares; 2026Q2: 7,488 shares 7,488 $634K 0.09% -314 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,823 shares; 2026Q2: 6,376 shares 6,376 $633K 0.09% +553 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: 1,197 shares; 2024Q4: 1,189 shares; 2025Q1: 1,182 shares; 2025Q2: 1,182 shares; 2025Q3: 1,170 shares; 2025Q4: 1,161 shares; 2026Q1: 1,167 shares; 2026Q2: 1,131 shares 1,131 $587K 0.08% -36 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: 1,839 shares; 2024Q4: 1,814 shares; 2025Q1: 1,814 shares; 2025Q2: 1,833 shares; 2025Q3: 1,780 shares; 2025Q4: 1,532 shares; 2026Q1: 1,539 shares; 2026Q2: 1,492 shares 1,492 $582K 0.08% -47 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: 7,229 shares; 2024Q4: 7,170 shares; 2025Q1: 6,298 shares; 2025Q2: 6,240 shares; 2025Q3: 5,912 shares; 2025Q4: 5,855 shares; 2026Q1: 5,950 shares; 2026Q2: 3,095 shares 3,095 $572K 0.08% -2,855 Timeline EEMX 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: 7,681 shares; 2024Q4: 7,521 shares; 2025Q1: 10,363 shares; 2025Q2: 10,551 shares; 2025Q3: 10,357 shares; 2025Q4: 10,280 shares; 2026Q1: 10,265 shares; 2026Q2: 10,082 shares 10,082 $546K 0.08% -183 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: 15 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 6,943 shares; 2026Q1: 5,039 shares; 2026Q2: 7,629 shares 7,629 $545K 0.08% +2,590 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: 122 shares; 2024Q4: 122 shares; 2025Q1: 115 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 128 shares; 2026Q1: 758 shares; 2026Q2: 1,015 shares 1,015 $521K 0.07% +257 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,673 shares; 2024Q4: 5,714 shares; 2025Q1: 5,532 shares; 2025Q2: 5,373 shares; 2025Q3: 5,369 shares; 2025Q4: 5,251 shares; 2026Q1: 5,254 shares; 2026Q2: 5,248 shares 5,248 $519K 0.07% -6 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: 71 shares; 2024Q4: 64 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,239 shares 3,239 $507K 0.07% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,458 shares; 2024Q4: 2,708 shares; 2025Q1: 5,387 shares; 2025Q2: 3,012 shares; 2025Q3: 5,828 shares; 2025Q4: 8,346 shares; 2026Q1: 8,816 shares; 2026Q2: 9,322 shares 9,322 $471K 0.06% +506 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,509 shares; 2024Q4: 2,860 shares; 2025Q1: 5,383 shares; 2025Q2: 2,951 shares; 2025Q3: 5,802 shares; 2025Q4: 6,251 shares; 2026Q1: 7,259 shares; 2026Q2: 9,308 shares 9,308 $471K 0.06% +2,049 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: 7,495 shares; 2024Q4: 7,447 shares; 2025Q1: 1,624 shares; 2025Q2: 1,888 shares; 2025Q3: 1,676 shares; 2025Q4: 1,534 shares; 2026Q1: 1,531 shares; 2026Q2: 1,528 shares 1,528 $463K 0.06% -3 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: 59,595 shares; 2024Q4: 61,794 shares; 2025Q1: 20,699 shares; 2025Q2: 20,341 shares; 2025Q3: 21,312 shares; 2025Q4: 21,577 shares; 2026Q1: 21,577 shares; 2026Q2: 19,840 shares 19,840 $459K 0.06% -1,737 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: 202,536 shares; 2024Q4: 203,467 shares; 2025Q1: 68,192 shares; 2025Q2: 66,963 shares; 2025Q3: 62,047 shares; 2025Q4: 61,637 shares; 2026Q1: 46,161 shares; 2026Q2: 13,132 shares 13,132 $439K 0.06% -33,029 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 1,200 shares; 2025Q4: 1,241 shares; 2026Q1: 1,267 shares; 2026Q2: 1,275 shares 1,275 $434K 0.06% +8 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $426K 0.06% 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: 10,125 shares; 2024Q4: 8,197 shares; 2025Q1: 8,197 shares; 2025Q2: 6,237 shares; 2025Q3: 6,222 shares; 2025Q4: 6,222 shares; 2026Q1: 6,222 shares; 2026Q2: 6,222 shares 6,222 $426K 0.06% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,536 shares; 2025Q4: 3,696 shares; 2026Q1: 3,755 shares; 2026Q2: 3,843 shares 3,843 $373K 0.05% +88 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 2,675 shares; 2025Q1: 2,680 shares; 2025Q2: 2,660 shares; 2025Q3: 2,402 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares; 2026Q2: 2,206 shares 2,206 $362K 0.05% -32 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: 1,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,240 shares 3,240 $349K 0.05% new 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: 2,169 shares; 2024Q4: 2,215 shares; 2025Q1: 2,274 shares; 2025Q2: 2,460 shares; 2025Q3: 2,485 shares; 2025Q4: 2,523 shares; 2026Q1: 2,544 shares; 2026Q2: 3,025 shares 3,025 $322K 0.04% +481 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: 103 shares; 2024Q4: 103 shares; 2025Q1: 143 shares; 2025Q2: 135 shares; 2025Q3: 125 shares; 2025Q4: 75 shares; 2026Q1: 426 shares; 2026Q2: 426 shares 426 $319K 0.04% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 899 shares; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 899 shares; 2026Q2: 899 shares 899 $275K 0.04% 0 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: 9,440 shares; 2024Q4: 9,401 shares; 2025Q1: 8,871 shares; 2025Q2: 8,871 shares; 2025Q3: 8,871 shares; 2025Q4: 8,871 shares; 2026Q1: 8,608 shares; 2026Q2: 8,608 shares 8,608 $275K 0.04% 0 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D 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: 1,971 shares; 2026Q2: 3,848 shares 3,848 $273K 0.04% +1,877 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: 1,323 shares; 2024Q4: 1,323 shares; 2025Q1: 1,323 shares; 2025Q2: 1,323 shares; 2025Q3: 1,323 shares; 2025Q4: 1,323 shares; 2026Q1: 1,323 shares; 2026Q2: 1,323 shares 1,323 $261K 0.04% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,741 shares; 2024Q4: 8,543 shares; 2025Q1: 7,580 shares; 2025Q2: 7,752 shares; 2025Q3: 7,803 shares; 2025Q4: 7,688 shares; 2026Q1: 7,436 shares; 2026Q2: 4,591 shares 4,591 $246K 0.03% -2,845 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: 2,535 shares; 2024Q4: 2,649 shares; 2025Q1: 1,153 shares; 2025Q2: 1,125 shares; 2025Q3: 939 shares; 2025Q4: 476 shares; 2026Q1: 770 shares; 2026Q2: 2,047 shares 2,047 $245K 0.03% +1,277 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: 970 shares; 2024Q4: 947 shares; 2025Q1: 947 shares; 2025Q2: 943 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 918 shares; 2026Q2: 966 shares 966 $243K 0.03% +48 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: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 88 shares; 2026Q2: 770 shares 770 $232K 0.03% +682 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: 3,031 shares; 2024Q4: 2,457 shares; 2025Q1: 2,457 shares; 2025Q2: 2,457 shares; 2025Q3: 2,457 shares; 2025Q4: 2,457 shares; 2026Q1: 1,677 shares; 2026Q2: 2,339 shares 2,339 $226K 0.03% +662 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: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 696 shares; 2025Q3: 616 shares; 2025Q4: 525 shares; 2026Q1: 217 shares; 2026Q2: 217 shares 217 $209K 0.03% 0 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: 3,809 shares; 2024Q4: 3,809 shares; 2025Q1: 6,079 shares; 2025Q2: 6,079 shares; 2025Q3: 5,911 shares; 2025Q4: 5,911 shares; 2026Q1: 5,761 shares; 2026Q2: 5,761 shares 5,761 $209K 0.03% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,495 shares; 2024Q4: 8,990 shares; 2025Q1: 5,933 shares; 2025Q2: 5,933 shares; 2025Q3: 6,033 shares; 2025Q4: 6,033 shares; 2026Q1: 5,773 shares; 2026Q2: 5,773 shares 5,773 $209K 0.03% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,802 shares; 2024Q4: 8,010 shares; 2025Q1: 7,473 shares; 2025Q2: 7,606 shares; 2025Q3: 7,872 shares; 2025Q4: 7,872 shares; 2026Q1: 8,755 shares; 2026Q2: 8,933 shares 8,933 $203K 0.03% +178 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: 579 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 567 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 462 shares; 2026Q2: 551 shares 551 $195K 0.03% +89 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 820 shares; 2026Q2: 854 shares 854 $190K 0.03% +34 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: 604 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 605 shares; 2025Q4: 604 shares; 2026Q1: 604 shares; 2026Q2: 604 shares 604 $190K 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567 shares; 2024Q4: 571 shares; 2025Q1: 582 shares; 2025Q2: 580 shares; 2025Q3: 594 shares; 2025Q4: 622 shares; 2026Q1: 625 shares; 2026Q2: 682 shares 682 $178K 0.02% +57 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 624 shares; 2025Q4: 1,266 shares; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $154K 0.02% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,796 shares; 2024Q4: 5,796 shares; 2025Q1: 5,796 shares; 2025Q2: 5,796 shares; 2025Q3: 5,796 shares; 2025Q4: 5,796 shares; 2026Q1: 5,796 shares; 2026Q2: 5,796 shares 5,796 $147K 0.02% 0 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: 452 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 512 shares; 2025Q3: 489 shares; 2025Q4: 361 shares; 2026Q1: 372 shares; 2026Q2: 411 shares 411 $145K 0.02% +39 Timeline VTC 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: 1,631 shares; 2024Q4: 1,653 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,567 shares; 2025Q4: 1,603 shares; 2026Q1: 1,819 shares; 2026Q2: 1,819 shares 1,819 $140K 0.02% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745 shares; 2024Q4: 707 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 851 shares; 2025Q4: 817 shares; 2026Q1: 817 shares; 2026Q2: 817 shares 817 $135K 0.02% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,745 shares; 2024Q4: 2,745 shares; 2025Q1: 2,745 shares; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,745 shares; 2026Q1: 2,745 shares; 2026Q2: 2,545 shares 2,545 $134K 0.02% -200 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,177 shares; 2024Q4: 1,165 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,344 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares; 2026Q2: 1,530 shares 1,530 $133K 0.02% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,354 shares; 2024Q4: 13,354 shares; 2025Q1: 13,354 shares; 2025Q2: 13,354 shares; 2025Q3: 13,354 shares; 2025Q4: 13,354 shares; 2026Q1: 13,914 shares; 2026Q2: 13,914 shares 13,914 $131K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,848 shares; 2024Q4: 3,757 shares; 2025Q1: 3,757 shares; 2025Q2: 3,757 shares; 2025Q3: 3,431 shares; 2025Q4: 3,431 shares; 2026Q1: 3,314 shares; 2026Q2: 3,314 shares 3,314 $122K 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,274 shares; 2024Q4: 2,274 shares; 2025Q1: 2,274 shares; 2025Q2: 2,274 shares; 2025Q3: 2,205 shares; 2025Q4: 2,218 shares; 2026Q1: 2,148 shares; 2026Q2: 2,148 shares 2,148 $121K 0.02% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,696 shares; 2024Q4: 10,376 shares; 2025Q1: 10,376 shares; 2025Q2: 10,376 shares; 2025Q3: 11,233 shares; 2025Q4: 10,376 shares; 2026Q1: 10,976 shares; 2026Q2: 10,976 shares 10,976 $120K 0.02% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,025 shares; 2024Q4: 6,025 shares; 2025Q1: 6,025 shares; 2025Q2: 6,025 shares; 2025Q3: 6,025 shares; 2025Q4: 6,257 shares; 2026Q1: 6,257 shares; 2026Q2: 6,257 shares 6,257 $120K 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: 1,744 shares; 2024Q4: 1,829 shares; 2025Q1: 1,720 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $119K 0.02% 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: 2,587 shares; 2024Q4: 2,416 shares; 2025Q1: 2,416 shares; 2025Q2: 2,565 shares; 2025Q3: 2,656 shares; 2025Q4: 2,455 shares; 2026Q1: 2,353 shares; 2026Q2: 2,353 shares 2,353 $117K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 888 shares; 2024Q4: 888 shares; 2025Q1: 888 shares; 2025Q2: 597 shares; 2025Q3: 672 shares; 2025Q4: 637 shares; 2026Q1: 637 shares; 2026Q2: 637 shares 637 $115K 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,677 shares; 2024Q4: 3,457 shares; 2025Q1: 3,457 shares; 2025Q2: 4,133 shares; 2025Q3: 3,910 shares; 2025Q4: 3,910 shares; 2026Q1: 3,756 shares; 2026Q2: 3,756 shares 3,756 $113K 0.02% 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: 1,182 shares; 2024Q4: 1,197 shares; 2025Q1: 1,197 shares; 2025Q2: 1,163 shares; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares; 2026Q1: 1,163 shares; 2026Q2: 1,163 shares 1,163 $111K 0.02% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,186 shares; 2024Q4: 1,186 shares; 2025Q1: 1,766 shares; 2025Q2: 1,816 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares; 2026Q2: 1,816 shares 1,816 $111K 0.02% 0 Timeline VBK 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: 609 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 516 shares; 2026Q1: 298 shares; 2026Q2: 298 shares 298 $109K 0.02% 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: 626 shares 626 $107K 0.01% new 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $107K 0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,294 shares; 2024Q4: 3,252 shares; 2025Q1: 3,252 shares; 2025Q2: 3,032 shares; 2025Q3: 3,037 shares; 2025Q4: 3,032 shares; 2026Q1: 2,931 shares; 2026Q2: 2,931 shares 2,931 $107K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 990 shares 990 $106K 0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $102K 0.01% 0 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: 555 shares; 2024Q4: 555 shares; 2025Q1: 673 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 365 shares; 2026Q2: 346 shares 346 $97.3K 0.01% -19 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: not reported; 2026Q1: 4,428 shares; 2026Q2: 4,428 shares 4,428 $97.2K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527 shares; 2024Q4: 527 shares; 2025Q1: 492 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 284 shares; 2026Q1: 284 shares; 2026Q2: 1,150 shares 1,150 $95.3K 0.01% +866 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: 773 shares; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares; 2026Q2: 871 shares 871 $94K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539 shares; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 704 shares; 2026Q1: 704 shares; 2026Q2: 742 shares 742 $93.7K 0.01% +38 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: 15,987 shares; 2024Q4: 15,761 shares; 2025Q1: 16,222 shares; 2025Q2: 16,540 shares; 2025Q3: 17,553 shares; 2025Q4: 2,327 shares; 2026Q1: 2,212 shares; 2026Q2: 2,212 shares 2,212 $93.7K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 914 shares; 2026Q2: 898 shares 898 $93.4K 0.01% -16 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,606 shares; 2025Q3: 4,166 shares; 2025Q4: 3,666 shares; 2026Q1: 3,477 shares; 2026Q2: 3,477 shares 3,477 $91.8K 0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 98 shares 98 $91.7K 0.01% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 391 shares; 2026Q1: 391 shares; 2026Q2: 353 shares 353 $89.3K 0.01% -38 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,005 shares; 2024Q4: 21,053 shares; 2025Q1: 20,963 shares; 2025Q2: 21,182 shares; 2025Q3: 21,214 shares; 2025Q4: 41,120 shares; 2026Q1: 41,082 shares; 2026Q2: 1,954 shares 1,954 $88.6K 0.01% -39,128 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: 783 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $87.5K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,551 shares; 2026Q2: 1,551 shares 1,551 $87.4K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares; 2026Q2: 362 shares 362 $82.2K 0.01% -218 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: 1,965 shares; 2024Q4: 1,965 shares; 2025Q1: 1,965 shares; 2025Q2: 1,965 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares; 2026Q2: 1,965 shares 1,965 $81.2K 0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,733 shares 1,733 $79.2K 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,458 shares; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares; 2026Q1: 1,330 shares; 2026Q2: 1,330 shares 1,330 $76.6K 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: 2,641 shares; 2024Q4: 2,641 shares; 2025Q1: 2,641 shares; 2025Q2: 2,641 shares; 2025Q3: 2,666 shares; 2025Q4: 2,641 shares; 2026Q1: 2,641 shares; 2026Q2: 1,557 shares 1,557 $74K 0.01% -1,084 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: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154 $73.5K 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: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares; 2026Q2: 253 shares 253 $73.2K 0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403 shares; 2024Q4: 543 shares; 2025Q1: 552 shares; 2025Q2: 722 shares; 2025Q3: 737 shares; 2025Q4: 960 shares; 2026Q1: 988 shares; 2026Q2: 1,511 shares 1,511 $71.6K 0.01% +523 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 695 shares; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares; 2026Q2: 695 shares 695 $71.5K 0.01% 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: 219 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 262 shares; 2025Q3: 277 shares; 2025Q4: 257 shares; 2026Q1: 172 shares; 2026Q2: 206 shares 206 $70.7K 0.01% +34 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,550 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 1,320 shares; 2026Q2: 1,320 shares 1,320 $70.6K 0.01% 0 Timeline TAN 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: 1,132 shares; 2024Q4: 530 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares; 2026Q2: 1,132 shares 1,132 $67K 0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: not reported; 2026Q2: 130 shares 130 $66.2K 0.01% new 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: 1,010 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,557 shares; 2025Q3: 2,954 shares; 2025Q4: 1,658 shares; 2026Q1: 1,856 shares; 2026Q2: 3,136 shares 3,136 $64.9K 0.01% +1,280 Timeline VCIT 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: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 652 shares; 2026Q1: 752 shares; 2026Q2: 752 shares 752 $62.2K 0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,436 shares; 2024Q4: 1,447 shares; 2025Q1: 3,501 shares; 2025Q2: 3,501 shares; 2025Q3: 2,960 shares; 2025Q4: 2,960 shares; 2026Q1: 2,960 shares; 2026Q2: 2,960 shares 2,960 $60.7K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181 shares; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 181 shares 181 $56.7K 0.01% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,167 shares; 2024Q4: 3,308 shares; 2025Q1: 3,533 shares; 2025Q2: 3,336 shares; 2025Q3: 3,336 shares; 2025Q4: 3,336 shares; 2026Q1: 3,493 shares; 2026Q2: 1,359 shares 1,359 $55.4K 0.01% -2,134 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: 99 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 105 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 110 shares 110 $55.1K 0.01% +13 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: 596 shares; 2024Q4: 596 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 359 shares; 2026Q2: 359 shares 359 $53.9K 0.01% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $49.7K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares 48 $47K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $46.9K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 196 shares; 2026Q2: 196 shares 196 $46.4K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 292 shares; 2025Q3: 295 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 292 shares 292 $44.2K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699 shares; 2024Q4: 699 shares; 2025Q1: 699 shares; 2025Q2: 699 shares; 2025Q3: 977 shares; 2025Q4: 699 shares; 2026Q1: 699 shares; 2026Q2: 699 shares 699 $44K 0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $42K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 238 shares; 2025Q4: 238 shares; 2026Q1: 238 shares; 2026Q2: 238 shares 238 $38.8K 0.01% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 696 shares; 2024Q4: 696 shares; 2025Q1: 696 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 696 shares; 2026Q2: 696 shares 696 $36.6K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173 shares; 2024Q4: 178 shares; 2025Q1: 540 shares; 2025Q2: 551 shares; 2025Q3: 556 shares; 2025Q4: 560 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $30.5K <0.01% 0 Timeline ESGU 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: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 183 shares 183 $30K <0.01% 0 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO 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: 652 shares; 2025Q4: 652 shares; 2026Q1: 652 shares; 2026Q2: 652 shares 652 $29.4K <0.01% 0 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: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 211 shares; 2025Q4: 201 shares; 2026Q1: 201 shares; 2026Q2: 201 shares 201 $29.4K <0.01% 0 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,429 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $28.2K <0.01% 0 Timeline DAVE DAVE INC More: the full row for DAVE 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: 46 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $27.9K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 654 shares; 2025Q2: 654 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: 559 shares; 2026Q2: 559 shares 559 $26.9K <0.01% 0 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: 94 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $25.9K <0.01% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: 111 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $25.4K <0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 309 shares 309 $25.4K <0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $25.3K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 520 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $24.9K <0.01% 0 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: 330 shares; 2024Q4: 830 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares 1,430 $24.8K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $24.8K <0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42 shares 42 $24.4K <0.01% new Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO 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: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $23K <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: 75 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 185 shares; 2025Q4: 175 shares; 2026Q1: 115 shares; 2026Q2: 114 shares 114 $23K <0.01% -1 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $22K <0.01% 0 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG 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: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $21.1K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 58 shares; 2025Q4: 57 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $20.6K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 123 shares; 2026Q1: 197 shares; 2026Q2: 197 shares 197 $20.2K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: 12 shares; 2026Q1: 6 shares; 2026Q2: 10 shares 10 $19.9K <0.01% +4 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: 5,914 shares; 2024Q4: 6,034 shares; 2025Q1: 6,314 shares; 2025Q2: 6,831 shares; 2025Q3: 8,753 shares; 2025Q4: 29,885 shares; 2026Q1: 29,838 shares; 2026Q2: 1,040 shares 1,040 $19.9K <0.01% -28,798 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 248 shares; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $19.2K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $16.8K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 27 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 21 shares 21 $16K <0.01% -12 Timeline IHF 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: 283 shares 283 $15.7K <0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196 shares; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 183 shares 183 $15.1K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 35 shares; 2025Q4: 33 shares; 2026Q1: 33 shares; 2026Q2: 33 shares 33 $14.9K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $14.6K <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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33 shares 33 $14.3K <0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $13.9K <0.01% 0 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: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 105 shares; 2025Q4: 101 shares; 2026Q1: 101 shares; 2026Q2: 101 shares 101 $13.9K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98 shares 98 $13.7K <0.01% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 90 shares 90 $13.6K <0.01% new 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $12K <0.01% 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: 52 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $11.9K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 73 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $11.6K <0.01% 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: 18 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49 shares 49 $10.6K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $10.4K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $10.3K <0.01% 0 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $10.2K <0.01% 0 Timeline NUBD 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: 404 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 453 shares 453 $10K <0.01% +3 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: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 70 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $9.95K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 821 shares; 2025Q4: 716 shares; 2026Q1: 716 shares; 2026Q2: 716 shares 716 $9.88K <0.01% 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: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $9.57K <0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $9.47K <0.01% 0 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 89 shares 89 $9.34K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,763 shares; 2025Q4: 1,539 shares; 2026Q1: 1,539 shares; 2026Q2: 1,539 shares 1,539 $8.97K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $8.75K <0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72 shares 72 $8.47K <0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares 21 $8.34K <0.01% new 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 8 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $8.29K <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 7 shares 7 $8.22K <0.01% +4 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares; 2026Q2: 129 shares 129 $8.16K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436 shares; 2025Q4: 401 shares; 2026Q1: 401 shares; 2026Q2: 401 shares 401 $8.04K <0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 55 shares; 2026Q2: 550 shares 550 $7.77K <0.01% +495 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28 shares 28 $7.62K <0.01% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV 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: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 292 shares 292 $7.59K <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: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares; 2026Q2: 64 shares 64 $7.5K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 151 shares 151 $7.46K <0.01% new Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 65 shares; 2026Q2: 325 shares 325 $7.18K <0.01% +260 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $7.1K <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: 50 shares; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: not reported; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $7K <0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 36 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $6.82K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $6.8K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $6.73K <0.01% new 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: 27 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $5.95K <0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $5.94K <0.01% new 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: 1,992 shares; 2024Q4: 1,992 shares; 2025Q1: 1,992 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $5.25K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 19 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $5.06K <0.01% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 205 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 186 shares 186 $5.06K <0.01% +6 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 106 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 41 shares 41 $4.84K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA 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: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 182 shares 182 $4.56K <0.01% 0 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS 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: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $4.54K <0.01% 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: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $4.49K <0.01% 0 Timeline IPX IPERIONX LTD More: the full row for IPERIONX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $4.46K <0.01% 0 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: 6 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $4.42K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $4.1K <0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ 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: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $4.05K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS 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: 130 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $3.76K <0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $3.58K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 114 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $3.58K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER 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: 43 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $2.59K <0.01% 0 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: not reported; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 29 shares; 2025Q3: 281 shares; 2025Q4: not reported; 2026Q1: 85 shares; 2026Q2: 85 shares 85 $2.27K <0.01% 0 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: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $2.24K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $1.92K <0.01% new 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 17 shares 17 $1.6K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 815 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $1.6K <0.01% 0 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: 174 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $1.54K <0.01% new 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $1.47K <0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares; 2025Q4: 371 shares; 2026Q1: 34 shares; 2026Q2: 34 shares 34 $922 <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $883 <0.01% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 88 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $854 <0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $821 <0.01% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 237 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $626 <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 24 shares 24 $464 <0.01% 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: 64 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 12 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $257 <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: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 4 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $239 <0.01% 0 Timeline ELME ELME COMMUNITIES More: the full row for ELME COMMUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $148 <0.01% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $10 <0.01% 0 Timeline