ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,730,556 shares; 2024Q4: 1,729,357 shares; 2025Q1: 1,713,579 shares; 2025Q2: 1,652,330 shares; 2025Q3: 1,647,193 shares; 2025Q4: 1,606,690 shares; 2026Q1: 1,510,211 shares; 2026Q2: 1,494,425 shares 1,494,425 $245M 23.39% -15,786 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,146,942 shares; 2024Q4: 1,138,672 shares; 2025Q1: 1,114,653 shares; 2025Q2: 918,696 shares; 2025Q3: 912,877 shares; 2025Q4: 891,309 shares; 2026Q1: 866,012 shares; 2026Q2: 844,350 shares 844,350 $87.8M 8.36% -21,662 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: 654,417 shares; 2024Q4: 656,793 shares; 2025Q1: 659,328 shares; 2025Q2: 679,646 shares; 2025Q3: 686,983 shares; 2025Q4: 1,028,032 shares; 2026Q1: 1,000,812 shares; 2026Q2: 995,159 shares 995,159 $85.1M 8.11% -5,653 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,440,771 shares; 2026Q1: 1,426,028 shares; 2026Q2: 1,449,324 shares 1,449,324 $73M 6.96% +23,296 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,404,864 shares; 2026Q2: 1,408,343 shares 1,408,343 $71.4M 6.8% +3,479 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: 326,980 shares; 2024Q4: 326,667 shares; 2025Q1: 322,371 shares; 2025Q2: 271,636 shares; 2025Q3: 272,472 shares; 2025Q4: 265,824 shares; 2026Q1: 255,450 shares; 2026Q2: 254,170 shares 254,170 $60.1M 5.73% -1,280 Timeline JGRO 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: 337,802 shares; 2024Q4: 359,338 shares; 2025Q1: 371,488 shares; 2025Q2: 173,389 shares; 2025Q3: 442,691 shares; 2025Q4: 583,636 shares; 2026Q1: 558,867 shares; 2026Q2: 559,494 shares 559,494 $55.2M 5.26% +627 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: 586,299 shares; 2024Q4: 591,399 shares; 2025Q1: 575,879 shares; 2025Q2: 657,251 shares; 2025Q3: 680,340 shares; 2025Q4: 632,932 shares; 2026Q1: 627,928 shares; 2026Q2: 627,008 shares 627,008 $42.9M 4.09% -920 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: 552,330 shares; 2024Q4: 569,931 shares; 2025Q1: 358,079 shares; 2025Q2: 365,986 shares; 2025Q3: 372,345 shares; 2025Q4: 370,033 shares; 2026Q1: 366,258 shares; 2026Q2: 374,851 shares 374,851 $37.1M 3.53% +8,593 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,868 shares; 2024Q4: 87,817 shares; 2025Q1: 87,605 shares; 2025Q2: 84,043 shares; 2025Q3: 84,974 shares; 2025Q4: 82,693 shares; 2026Q1: 79,401 shares; 2026Q2: 78,528 shares 78,528 $33.5M 3.19% -873 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: 42,871 shares; 2024Q4: 42,762 shares; 2025Q1: 44,644 shares; 2025Q2: 43,862 shares; 2025Q3: 43,732 shares; 2025Q4: 42,020 shares; 2026Q1: 38,324 shares; 2026Q2: 38,840 shares 38,840 $29M 2.76% +516 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,211 shares; 2024Q4: 5,211 shares; 2025Q1: 5,211 shares; 2025Q2: 5,211 shares; 2025Q3: 5,211 shares; 2025Q4: 430,523 shares; 2026Q1: 427,309 shares; 2026Q2: 425,308 shares 425,308 $25.9M 2.46% -2,001 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 823,220 shares; 2026Q2: 839,742 shares 839,742 $20.4M 1.94% +16,522 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: 79,543 shares; 2024Q4: 78,129 shares; 2025Q1: 100,942 shares; 2025Q2: 82,029 shares; 2025Q3: 82,140 shares; 2025Q4: 99,440 shares; 2026Q1: 90,379 shares; 2026Q2: 92,759 shares 92,759 $18.6M 1.77% +2,380 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: 1,071 shares; 2024Q4: 1,071 shares; 2025Q1: 1,071 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,289 shares; 2026Q1: 119,721 shares; 2026Q2: 140,818 shares 140,818 $13.6M 1.3% +21,097 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: 56,133 shares; 2024Q4: 64,575 shares; 2025Q1: 45,030 shares; 2025Q2: 39,314 shares; 2025Q3: 41,956 shares; 2025Q4: 37,829 shares; 2026Q1: 39,349 shares; 2026Q2: 40,172 shares 40,172 $11.6M 1.11% +823 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,568 shares; 2024Q4: 99,793 shares; 2025Q1: 93,338 shares; 2025Q2: 109,774 shares; 2025Q3: 109,756 shares; 2025Q4: 96,048 shares; 2026Q1: 96,467 shares; 2026Q2: 96,509 shares 96,509 $10M 0.96% +42 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,588 shares; 2024Q4: 19,253 shares; 2025Q1: 21,157 shares; 2025Q2: 18,598 shares; 2025Q3: 18,449 shares; 2025Q4: 18,615 shares; 2026Q1: 18,496 shares; 2026Q2: 72,858 shares 72,858 $9.05M 0.86% +54,362 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: 11,810 shares; 2024Q4: 11,668 shares; 2025Q1: 11,644 shares; 2025Q2: 9,998 shares; 2025Q3: 9,989 shares; 2025Q4: 9,401 shares; 2026Q1: 9,544 shares; 2026Q2: 9,893 shares 9,893 $7.29M 0.69% +349 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,005 shares; 2024Q4: 84,612 shares; 2025Q1: 77,414 shares; 2025Q2: 69,776 shares; 2025Q3: 70,427 shares; 2025Q4: 70,266 shares; 2026Q1: 65,999 shares; 2026Q2: 63,568 shares 63,568 $5.73M 0.55% -2,431 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,788 shares; 2024Q4: 16,138 shares; 2025Q1: 15,481 shares; 2025Q2: 24,884 shares; 2025Q3: 24,108 shares; 2025Q4: 23,077 shares; 2026Q1: 22,713 shares; 2026Q2: 22,368 shares 22,368 $5.42M 0.52% -345 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: 6,422 shares; 2024Q4: 101,415 shares; 2025Q1: 90,381 shares; 2025Q2: 86,379 shares; 2025Q3: 86,336 shares; 2025Q4: 86,589 shares; 2026Q1: 73,445 shares; 2026Q2: 56,949 shares 56,949 $4.39M 0.42% -16,496 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: 19,251 shares; 2024Q4: 12,210 shares; 2025Q1: 10,971 shares; 2025Q2: 11,060 shares; 2025Q3: 11,097 shares; 2025Q4: 10,700 shares; 2026Q1: 10,702 shares; 2026Q2: 11,567 shares 11,567 $4.31M 0.41% +865 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: 3,196 shares; 2024Q4: 3,196 shares; 2025Q1: 3,196 shares; 2025Q2: 3,196 shares; 2025Q3: 3,196 shares; 2025Q4: 3,171 shares; 2026Q1: 3,196 shares; 2026Q2: 3,203 shares 3,203 $3.41M 0.32% +7 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: 13,554 shares; 2024Q4: 13,489 shares; 2025Q1: 13,522 shares; 2025Q2: 11,452 shares; 2025Q3: 11,392 shares; 2025Q4: 11,392 shares; 2026Q1: 11,365 shares; 2026Q2: 11,292 shares 11,292 $3.39M 0.32% -73 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,768 shares; 2024Q4: 4,768 shares; 2025Q1: 4,768 shares; 2025Q2: 4,843 shares; 2025Q3: 4,768 shares; 2025Q4: 4,922 shares; 2026Q1: 4,990 shares; 2026Q2: 4,922 shares 4,922 $3.38M 0.32% -68 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,936 shares; 2024Q4: 15,936 shares; 2025Q1: 14,826 shares; 2025Q2: 14,250 shares; 2025Q3: 13,830 shares; 2025Q4: 13,830 shares; 2026Q1: 12,437 shares; 2026Q2: 14,763 shares 14,763 $2.78M 0.26% +2,326 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: 587 shares; 2024Q4: 32,587 shares; 2025Q1: 28,113 shares; 2025Q2: 25,959 shares; 2025Q3: 25,954 shares; 2025Q4: 26,009 shares; 2026Q1: 19,896 shares; 2026Q2: 14,837 shares 14,837 $2.2M 0.21% -5,059 Timeline SMHX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,862 shares; 2025Q2: 45,338 shares; 2025Q3: 45,338 shares; 2025Q4: 45,338 shares; 2026Q1: 32,271 shares; 2026Q2: 32,271 shares 32,271 $2.06M 0.2% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,908 shares; 2024Q4: 23,981 shares; 2025Q1: 10,826 shares; 2025Q2: 5,298 shares; 2025Q3: 8,116 shares; 2025Q4: 7,827 shares; 2026Q1: 7,726 shares; 2026Q2: 8,581 shares 8,581 $2.05M 0.19% +855 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: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,641 shares; 2025Q2: 4,151 shares; 2025Q3: 4,151 shares; 2025Q4: 3,448 shares; 2026Q1: 3,448 shares; 2026Q2: 20,688 shares 20,688 $1.78M 0.17% +17,240 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,521 shares; 2024Q4: 24,151 shares; 2025Q1: 14,029 shares; 2025Q2: 15,305 shares; 2025Q3: 15,105 shares; 2025Q4: 15,064 shares; 2026Q1: 15,344 shares; 2026Q2: 19,872 shares 19,872 $1.5M 0.14% +4,528 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,260 shares; 2024Q4: 10,253 shares; 2025Q1: 10,220 shares; 2025Q2: 10,153 shares; 2025Q3: 10,109 shares; 2025Q4: 10,109 shares; 2026Q1: 10,109 shares; 2026Q2: 10,109 shares 10,109 $1.39M 0.13% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 6,200 shares; 2025Q2: 6,493 shares; 2025Q3: 6,493 shares; 2025Q4: 6,493 shares; 2026Q1: 6,493 shares; 2026Q2: 6,493 shares 6,493 $1.38M 0.13% 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: 10,403 shares; 2024Q4: 4,963 shares; 2025Q1: 4,318 shares; 2025Q2: 4,288 shares; 2025Q3: 4,288 shares; 2025Q4: 4,088 shares; 2026Q1: 4,288 shares; 2026Q2: 4,788 shares 4,788 $1.35M 0.13% +500 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: 8,210 shares; 2024Q4: 6,636 shares; 2025Q1: 3,529 shares; 2025Q2: 2,629 shares; 2025Q3: 2,629 shares; 2025Q4: 2,538 shares; 2026Q1: 2,534 shares; 2026Q2: 2,573 shares 2,573 $1.29M 0.12% +39 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: 14,227 shares; 2024Q4: 12,221 shares; 2025Q1: 7,381 shares; 2025Q2: 5,039 shares; 2025Q3: 4,987 shares; 2025Q4: 4,947 shares; 2026Q1: 4,938 shares; 2026Q2: 5,052 shares 5,052 $1.28M 0.12% +114 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: 6,785 shares; 2025Q3: 6,995 shares; 2025Q4: 6,672 shares; 2026Q1: 7,758 shares; 2026Q2: 7,758 shares 7,758 $1.28M 0.12% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,928 shares; 2025Q2: 4,453 shares; 2025Q3: 4,453 shares; 2025Q4: 4,453 shares; 2026Q1: 4,453 shares; 2026Q2: 4,453 shares 4,453 $1.26M 0.12% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,955 shares; 2024Q4: 1,955 shares; 2025Q1: 1,624 shares; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares; 2026Q2: 1,624 shares 1,624 $1.22M 0.12% 0 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,375 shares; 2025Q3: 16,465 shares; 2025Q4: 16,032 shares; 2026Q1: 16,032 shares; 2026Q2: 16,032 shares 16,032 $1.21M 0.12% 0 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: 31,077 shares; 2024Q4: 10,904 shares; 2025Q1: 8,200 shares; 2025Q2: 8,077 shares; 2025Q3: 8,087 shares; 2025Q4: 6,382 shares; 2026Q1: 7,967 shares; 2026Q2: 9,565 shares 9,565 $1.08M 0.1% +1,598 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: 4,780 shares; 2024Q4: 4,777 shares; 2025Q1: 4,764 shares; 2025Q2: 4,744 shares; 2025Q3: 4,727 shares; 2025Q4: 4,727 shares; 2026Q1: 4,727 shares; 2026Q2: 4,727 shares 4,727 $1.07M 0.1% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,043 shares; 2024Q4: 18,043 shares; 2025Q1: 18,460 shares; 2025Q2: 13,070 shares; 2025Q3: 11,191 shares; 2025Q4: 10,375 shares; 2026Q1: 7,670 shares; 2026Q2: 38,350 shares 38,350 $1.05M 0.1% +30,680 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: 9,001 shares; 2024Q4: 3,273 shares; 2025Q1: 2,694 shares; 2025Q2: 2,664 shares; 2025Q3: 2,664 shares; 2025Q4: 2,654 shares; 2026Q1: 2,649 shares; 2026Q2: 3,085 shares 3,085 $1.04M 0.1% +436 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: 2,200 shares; 2024Q4: 5,880 shares; 2025Q1: 3,120 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 1,400 shares; 2026Q1: 2,200 shares; 2026Q2: 2,858 shares 2,858 $1.01M 0.1% +658 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: 11,889 shares; 2024Q4: 3,080 shares; 2025Q1: 2,204 shares; 2025Q2: 2,114 shares; 2025Q3: 2,171 shares; 2025Q4: 2,171 shares; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares 2,105 $1.01M 0.1% 0 Timeline PSK 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: 31,535 shares; 2024Q4: 31,535 shares; 2025Q1: 31,535 shares; 2025Q2: 31,535 shares; 2025Q3: 31,535 shares; 2025Q4: 31,535 shares; 2026Q1: 31,535 shares; 2026Q2: 31,535 shares 31,535 $963K 0.09% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,306 shares; 2024Q4: 2,294 shares; 2025Q1: 2,294 shares; 2025Q2: 2,294 shares; 2025Q3: 2,294 shares; 2025Q4: 2,543 shares; 2026Q1: 2,543 shares; 2026Q2: 2,543 shares 2,543 $937K 0.09% 0 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,886 shares; 2024Q4: 22,309 shares; 2025Q1: 22,309 shares; 2025Q2: 24,232 shares; 2025Q3: 24,232 shares; 2025Q4: 24,232 shares; 2026Q1: 24,232 shares; 2026Q2: 24,232 shares 24,232 $888K 0.08% 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: 2,611 shares; 2024Q4: 7,411 shares; 2025Q1: 3,519 shares; 2025Q2: 2,511 shares; 2025Q3: 2,511 shares; 2025Q4: 591 shares; 2026Q1: 2,511 shares; 2026Q2: 2,555 shares 2,555 $877K 0.08% +44 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,826 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 836 shares; 2026Q1: 1,836 shares; 2026Q2: 2,310 shares 2,310 $873K 0.08% +474 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,093 shares; 2024Q4: 2,485 shares; 2025Q1: 2,639 shares; 2025Q2: 2,273 shares; 2025Q3: 2,273 shares; 2025Q4: 1,373 shares; 2026Q1: 2,173 shares; 2026Q2: 2,321 shares 2,321 $829K 0.08% +148 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: 1,194 shares; 2024Q4: 1,194 shares; 2025Q1: 1,194 shares; 2025Q2: 775 shares; 2025Q3: 894 shares; 2025Q4: 894 shares; 2026Q1: 775 shares; 2026Q2: 1,396 shares 1,396 $811K 0.08% +621 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,614 shares; 2024Q4: 4,614 shares; 2025Q1: 4,614 shares; 2025Q2: 4,614 shares; 2025Q3: 4,614 shares; 2025Q4: 4,614 shares; 2026Q1: 4,614 shares; 2026Q2: 4,740 shares 4,740 $744K 0.07% +126 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,990 shares; 2024Q4: 5,990 shares; 2025Q1: 5,990 shares; 2025Q2: 5,990 shares; 2025Q3: 5,990 shares; 2025Q4: 5,990 shares; 2026Q1: 5,800 shares; 2026Q2: 11,600 shares 11,600 $651K 0.06% +5,800 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,534 shares; 2024Q4: 12,534 shares; 2025Q1: 12,534 shares; 2025Q2: 12,534 shares; 2025Q3: 12,534 shares; 2025Q4: 12,534 shares; 2026Q1: 11,869 shares; 2026Q2: 11,869 shares 11,869 $648K 0.06% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 737 shares; 2026Q2: 11,406 shares 11,406 $644K 0.06% +10,669 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,483 shares; 2024Q4: 17,483 shares; 2025Q1: 17,483 shares; 2025Q2: 12,086 shares; 2025Q3: 12,086 shares; 2025Q4: 11,880 shares; 2026Q1: 11,880 shares; 2026Q2: 11,880 shares 11,880 $616K 0.06% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,441 shares 11,441 $607K 0.06% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,053 shares; 2024Q4: 6,053 shares; 2025Q1: 6,053 shares; 2025Q2: 6,053 shares; 2025Q3: 6,053 shares; 2025Q4: 6,053 shares; 2026Q1: 6,053 shares; 2026Q2: 6,053 shares 6,053 $595K 0.06% 0 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: 34,827 shares; 2024Q4: 9,052 shares; 2025Q1: 4,934 shares; 2025Q2: 4,669 shares; 2025Q3: 4,669 shares; 2025Q4: 4,669 shares; 2026Q1: 4,617 shares; 2026Q2: 4,996 shares 4,996 $587K 0.06% +379 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 983 shares; 2025Q3: 983 shares; 2025Q4: 983 shares; 2026Q1: 1,246 shares; 2026Q2: 6,574 shares 6,574 $578K 0.06% +5,328 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,360 shares; 2024Q4: 3,703 shares; 2025Q1: 3,653 shares; 2025Q2: 3,653 shares; 2025Q3: 3,653 shares; 2025Q4: 3,653 shares; 2026Q1: 3,653 shares; 2026Q2: 3,653 shares 3,653 $577K 0.06% 0 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: 846 shares; 2024Q4: 1,054 shares; 2025Q1: 977 shares; 2025Q2: 946 shares; 2025Q3: 991 shares; 2025Q4: 591 shares; 2026Q1: 546 shares; 2026Q2: 1,007 shares 1,007 $567K 0.05% +461 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 798 shares; 2025Q2: 798 shares; 2025Q3: 1,052 shares; 2025Q4: 877 shares; 2026Q1: 2,162 shares; 2026Q2: 2,311 shares 2,311 $560K 0.05% +149 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366,643 shares; 2024Q4: 76,814 shares; 2025Q1: 32,054 shares; 2025Q2: 30,154 shares; 2025Q3: 30,154 shares; 2025Q4: 29,262 shares; 2026Q1: 28,762 shares; 2026Q2: 27,414 shares 27,414 $558K 0.05% -1,348 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: 5,359 shares; 2024Q4: 5,359 shares; 2025Q1: 3,948 shares; 2025Q2: 3,965 shares; 2025Q3: 3,965 shares; 2025Q4: 5,086 shares; 2026Q1: 5,086 shares; 2026Q2: 5,160 shares 5,160 $555K 0.05% +74 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: 2,982 shares; 2024Q4: 2,982 shares; 2025Q1: 2,982 shares; 2025Q2: 2,982 shares; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares; 2026Q1: 2,982 shares; 2026Q2: 2,982 shares 2,982 $552K 0.05% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,033 shares; 2024Q4: 41,973 shares; 2025Q1: 36,001 shares; 2025Q2: 32,684 shares; 2025Q3: 32,684 shares; 2025Q4: 21,768 shares; 2026Q1: 22,722 shares; 2026Q2: 22,722 shares 22,722 $551K 0.05% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,253 shares; 2024Q4: 1,195 shares; 2025Q1: 855 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 839 shares; 2026Q1: 849 shares; 2026Q2: 855 shares 855 $542K 0.05% +6 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,718 shares; 2024Q4: 3,718 shares; 2025Q1: 3,718 shares; 2025Q2: 3,718 shares; 2025Q3: 3,718 shares; 2025Q4: 3,718 shares; 2026Q1: 3,718 shares; 2026Q2: 3,718 shares 3,718 $539K 0.05% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,472 shares; 2024Q4: 17,472 shares; 2025Q1: 21,362 shares; 2025Q2: 27,152 shares; 2025Q3: 27,152 shares; 2025Q4: 25,915 shares; 2026Q1: 10,170 shares; 2026Q2: 5,942 shares 5,942 $538K 0.05% -4,228 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: 17,933 shares; 2024Q4: 5,257 shares; 2025Q1: 3,557 shares; 2025Q2: 3,526 shares; 2025Q3: 3,526 shares; 2025Q4: 1,326 shares; 2026Q1: 3,515 shares; 2026Q2: 3,553 shares 3,553 $538K 0.05% +38 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,539 shares; 2024Q4: 39,546 shares; 2025Q1: 34,452 shares; 2025Q2: 34,050 shares; 2025Q3: 32,961 shares; 2025Q4: 24,087 shares; 2026Q1: 22,027 shares; 2026Q2: 22,027 shares 22,027 $533K 0.05% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,530 shares; 2024Q4: 11,069 shares; 2025Q1: 31,214 shares; 2025Q2: 31,725 shares; 2025Q3: 31,725 shares; 2025Q4: 33,168 shares; 2026Q1: 17,103 shares; 2026Q2: 17,103 shares 17,103 $521K 0.05% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,548 shares; 2024Q4: 40,767 shares; 2025Q1: 39,562 shares; 2025Q2: 36,991 shares; 2025Q3: 35,947 shares; 2025Q4: 22,289 shares; 2026Q1: 20,323 shares; 2026Q2: 20,323 shares 20,323 $513K 0.05% 0 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS 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: 19,455 shares 19,455 $500K 0.05% new 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: 7,752 shares; 2024Q4: 10,375 shares; 2025Q1: 4,690 shares; 2025Q2: 2,370 shares; 2025Q3: 2,350 shares; 2025Q4: 2,313 shares; 2026Q1: 2,313 shares; 2026Q2: 3,006 shares 3,006 $498K 0.05% +693 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: 17,007 shares; 2024Q4: 11,700 shares; 2025Q1: 3,345 shares; 2025Q2: 2,014 shares; 2025Q3: 2,014 shares; 2025Q4: 2,014 shares; 2026Q1: 2,014 shares; 2026Q2: 2,546 shares 2,546 $483K 0.05% +532 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,973 shares; 2024Q4: 8,319 shares; 2025Q1: 3,544 shares; 2025Q2: 1,944 shares; 2025Q3: 1,944 shares; 2025Q4: 668 shares; 2026Q1: 688 shares; 2026Q2: 1,459 shares 1,459 $478K 0.05% +771 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: 7,074 shares; 2024Q4: 7,074 shares; 2025Q1: 6,977 shares; 2025Q2: 6,728 shares; 2025Q3: 6,728 shares; 2025Q4: 6,728 shares; 2026Q1: 6,728 shares; 2026Q2: 6,450 shares 6,450 $460K 0.04% -278 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 221 shares; 2026Q1: 586 shares; 2026Q2: 589 shares 589 $445K 0.04% +3 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: 10,072 shares; 2024Q4: 10,072 shares; 2025Q1: 10,072 shares; 2025Q2: 2,936 shares; 2025Q3: 2,936 shares; 2025Q4: 2,936 shares; 2026Q1: 2,936 shares; 2026Q2: 2,936 shares 2,936 $441K 0.04% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,322 shares; 2024Q4: 2,182 shares; 2025Q1: 2,101 shares; 2025Q2: 2,101 shares; 2025Q3: 2,324 shares; 2025Q4: 936 shares; 2026Q1: 2,255 shares; 2026Q2: 3,202 shares 3,202 $438K 0.04% +947 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: 4,485 shares; 2024Q4: 1,714 shares; 2025Q1: 1,318 shares; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 393 shares; 2026Q1: 1,003 shares; 2026Q2: 1,211 shares 1,211 $427K 0.04% +208 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,549 shares; 2025Q1: 1,549 shares; 2025Q2: 1,549 shares; 2025Q3: 1,549 shares; 2025Q4: 1,549 shares; 2026Q1: 1,549 shares; 2026Q2: 1,549 shares 1,549 $427K 0.04% 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: 282 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 31 shares; 2026Q1: 282 shares; 2026Q2: 973 shares 973 $420K 0.04% +691 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares; 2026Q2: 1,025 shares 1,025 $417K 0.04% +11 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: 57,772 shares; 2024Q4: 27,128 shares; 2025Q1: 23,040 shares; 2025Q2: 16,945 shares; 2025Q3: 16,725 shares; 2025Q4: 16,725 shares; 2026Q1: 16,725 shares; 2026Q2: 17,084 shares 17,084 $411K 0.04% +359 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,687 shares; 2025Q2: 1,687 shares; 2025Q3: 1,687 shares; 2025Q4: 1,687 shares; 2026Q1: 1,687 shares; 2026Q2: 1,710 shares 1,710 $407K 0.04% +23 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,041 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares; 2026Q2: 1,041 shares 1,041 $401K 0.04% 0 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: 9,646 shares; 2024Q4: 2,192 shares; 2025Q1: 1,550 shares; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares; 2026Q1: 1,517 shares; 2026Q2: 1,565 shares 1,565 $394K 0.04% +48 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 1,849 shares 1,849 $387K 0.04% +1,406 Timeline BUG 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: 898 shares; 2024Q4: 898 shares; 2025Q1: 7,891 shares; 2025Q2: 18,526 shares; 2025Q3: 18,228 shares; 2025Q4: 17,628 shares; 2026Q1: 8,209 shares; 2026Q2: 9,841 shares 9,841 $376K 0.04% +1,632 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,452 shares; 2024Q4: 1,452 shares; 2025Q1: 1,452 shares; 2025Q2: 1,452 shares; 2025Q3: 863 shares; 2025Q4: 8,081 shares; 2026Q1: 7,871 shares; 2026Q2: 7,712 shares 7,712 $375K 0.04% -159 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 234 shares; 2026Q1: 562 shares; 2026Q2: 562 shares 562 $369K 0.04% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 25,758 shares; 2025Q2: 25,758 shares; 2025Q3: 25,758 shares; 2025Q4: 25,758 shares; 2026Q1: 25,758 shares; 2026Q2: 25,758 shares 25,758 $349K 0.03% 0 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: 756 shares; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 756 shares; 2026Q1: 716 shares; 2026Q2: 1,004 shares 1,004 $342K 0.03% +288 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,040 shares; 2025Q2: 9,040 shares; 2025Q3: 9,040 shares; 2025Q4: 9,040 shares; 2026Q1: 9,040 shares; 2026Q2: 9,040 shares 9,040 $340K 0.03% 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: 275 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 595 shares; 2026Q1: 870 shares; 2026Q2: 893 shares 893 $334K 0.03% +23 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,570 shares; 2024Q4: 4,198 shares; 2025Q1: 2,639 shares; 2025Q2: 2,614 shares; 2025Q3: 2,614 shares; 2025Q4: 2,614 shares; 2026Q1: 2,614 shares; 2026Q2: 2,619 shares 2,619 $331K 0.03% +5 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,931 shares; 2026Q2: 6,421 shares 6,421 $325K 0.03% +2,490 Timeline SPHY 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: 29,642 shares; 2024Q4: 29,642 shares; 2025Q1: 29,642 shares; 2025Q2: 34,421 shares; 2025Q3: 20,561 shares; 2025Q4: 20,561 shares; 2026Q1: 20,561 shares; 2026Q2: 13,794 shares 13,794 $323K 0.03% -6,767 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,051 shares; 2026Q2: 2,051 shares 2,051 $321K 0.03% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,248 shares; 2024Q4: 19,248 shares; 2025Q1: 19,248 shares; 2025Q2: 19,248 shares; 2025Q3: 19,248 shares; 2025Q4: 19,248 shares; 2026Q1: 19,248 shares; 2026Q2: 19,248 shares 19,248 $315K 0.03% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,783 shares; 2024Q4: 1,783 shares; 2025Q1: 1,799 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,504 shares; 2026Q1: 2,504 shares; 2026Q2: 2,504 shares 2,504 $312K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133 shares; 2026Q1: 504 shares; 2026Q2: 3,749 shares 3,749 $311K 0.03% +3,245 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $303K 0.03% 0 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,160 shares; 2024Q4: 13,160 shares; 2025Q1: 13,160 shares; 2025Q2: 13,160 shares; 2025Q3: 13,160 shares; 2025Q4: 13,160 shares; 2026Q1: 13,160 shares; 2026Q2: 13,160 shares 13,160 $294K 0.03% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: 1,515 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 834 shares 834 $287K 0.03% +9 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,088 shares; 2024Q4: 2,610 shares; 2025Q1: 1,860 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares; 2026Q2: 1,840 shares 1,840 $285K 0.03% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,078 shares; 2024Q4: 8,669 shares; 2025Q1: 4,259 shares; 2025Q2: 3,149 shares; 2025Q3: 3,149 shares; 2025Q4: 3,139 shares; 2026Q1: 3,104 shares; 2026Q2: 3,129 shares 3,129 $284K 0.03% +25 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,984 shares; 2026Q2: 5,366 shares 5,366 $282K 0.03% +2,382 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: 36,992 shares; 2024Q4: 8,628 shares; 2025Q1: 4,516 shares; 2025Q2: 4,321 shares; 2025Q3: 4,321 shares; 2025Q4: 4,418 shares; 2026Q1: 4,398 shares; 2026Q2: 4,953 shares 4,953 $282K 0.03% +555 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,890 shares; 2024Q4: 7,890 shares; 2025Q1: 7,890 shares; 2025Q2: 7,890 shares; 2025Q3: 7,890 shares; 2025Q4: 7,890 shares; 2026Q1: 7,890 shares; 2026Q2: 7,890 shares 7,890 $279K 0.03% 0 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: 1,899 shares; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,844 shares; 2026Q1: 1,844 shares; 2026Q2: 1,884 shares 1,884 $276K 0.03% +40 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 887 shares; 2024Q4: 887 shares; 2025Q1: 1,303 shares; 2025Q2: 1,443 shares; 2025Q3: 1,598 shares; 2025Q4: 1,017 shares; 2026Q1: 1,017 shares; 2026Q2: 1,017 shares 1,017 $265K 0.03% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,527 shares; 2024Q4: 6,421 shares; 2025Q1: 4,144 shares; 2025Q2: 4,049 shares; 2025Q3: 4,049 shares; 2025Q4: 6,071 shares; 2026Q1: 6,071 shares; 2026Q2: 6,071 shares 6,071 $259K 0.02% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,399 shares; 2024Q4: 11,399 shares; 2025Q1: 11,399 shares; 2025Q2: 11,399 shares; 2025Q3: 11,399 shares; 2025Q4: 11,399 shares; 2026Q1: 11,399 shares; 2026Q2: 12,019 shares 12,019 $257K 0.02% +620 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: 969 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 969 shares; 2025Q3: 969 shares; 2025Q4: 169 shares; 2026Q1: 969 shares; 2026Q2: 1,721 shares 1,721 $252K 0.02% +752 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: 356 shares; 2024Q4: 712 shares; 2025Q1: 744 shares; 2025Q2: 1,153 shares; 2025Q3: 1,153 shares; 2025Q4: 671 shares; 2026Q1: 1,138 shares; 2026Q2: 729 shares 729 $249K 0.02% -409 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: 6,255 shares; 2024Q4: 766 shares; 2025Q1: 8,896 shares; 2025Q2: 8,796 shares; 2025Q3: 8,796 shares; 2025Q4: 8,796 shares; 2026Q1: 8,796 shares; 2026Q2: 9,081 shares 9,081 $248K 0.02% +285 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,000 shares; 2024Q4: not reported; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares; 2026Q1: 32,000 shares; 2026Q2: 32,000 shares 32,000 $246K 0.02% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,225 shares; 2024Q4: 14,447 shares; 2025Q1: 22,782 shares; 2025Q2: 21,503 shares; 2025Q3: 21,536 shares; 2025Q4: 13,527 shares; 2026Q1: 10,550 shares; 2026Q2: 10,550 shares 10,550 $244K 0.02% 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,015 shares 1,015 $242K 0.02% +15 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: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares; 2026Q2: 3,380 shares 3,380 $241K 0.02% +2,210 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,424 shares; 2024Q4: 1,424 shares; 2025Q1: 1,424 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares; 2025Q4: 324 shares; 2026Q1: 324 shares; 2026Q2: 333 shares 333 $241K 0.02% +9 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: 12,935 shares; 2024Q4: 3,618 shares; 2025Q1: 2,172 shares; 2025Q2: 1,228 shares; 2025Q3: 1,228 shares; 2025Q4: 400 shares; 2026Q1: 1,218 shares; 2026Q2: 1,299 shares 1,299 $240K 0.02% +81 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 6 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $233K 0.02% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,192 shares; 2024Q4: 1,192 shares; 2025Q1: 1,192 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 292 shares; 2026Q2: 545 shares 545 $229K 0.02% +253 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,210 shares; 2024Q4: not reported; 2025Q1: 10,210 shares; 2025Q2: 10,210 shares; 2025Q3: 10,210 shares; 2025Q4: 10,210 shares; 2026Q1: 10,210 shares; 2026Q2: 10,648 shares 10,648 $229K 0.02% +438 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: 4,572 shares; 2024Q4: 974 shares; 2025Q1: 538 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 530 shares 530 $226K 0.02% +7 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: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,669 shares; 2025Q3: 1,898 shares; 2025Q4: 4,053 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $220K 0.02% 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: 267 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 230 shares 230 $215K 0.02% +6 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 341 shares; 2025Q2: 532 shares; 2025Q3: 506 shares; 2025Q4: 484 shares; 2026Q1: 484 shares; 2026Q2: 526 shares 526 $209K 0.02% +42 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: 79,603 shares; 2024Q4: 41,667 shares; 2025Q1: 11,239 shares; 2025Q2: 9,504 shares; 2025Q3: 9,419 shares; 2025Q4: 7,719 shares; 2026Q1: 9,419 shares; 2026Q2: 10,057 shares 10,057 $208K 0.02% +638 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares; 2026Q1: 1,261 shares; 2026Q2: 1,261 shares 1,261 $206K 0.02% 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: 370 shares; 2024Q4: 6,770 shares; 2025Q1: 1,660 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 270 shares; 2026Q1: 210 shares; 2026Q2: 1,532 shares 1,532 $197K 0.02% +1,322 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,160 shares; 2024Q4: 6,160 shares; 2025Q1: 6,160 shares; 2025Q2: 5,508 shares; 2025Q3: 5,508 shares; 2025Q4: 4,853 shares; 2026Q1: 3,916 shares; 2026Q2: 3,916 shares 3,916 $192K 0.02% 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: 11,293 shares; 2024Q4: 2,589 shares; 2025Q1: 1,374 shares; 2025Q2: 1,324 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares; 2026Q1: 1,315 shares; 2026Q2: 1,326 shares 1,326 $190K 0.02% +11 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 508 shares; 2024Q4: 3,464 shares; 2025Q1: 1,050 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 519 shares 519 $188K 0.02% +19 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: 4,960 shares; 2024Q4: 4,960 shares; 2025Q1: 4,960 shares; 2025Q2: 4,960 shares; 2025Q3: 4,960 shares; 2025Q4: 4,960 shares; 2026Q1: 4,960 shares; 2026Q2: 4,960 shares 4,960 $182K 0.02% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,394 shares; 2024Q4: 5,595 shares; 2025Q1: 3,440 shares; 2025Q2: 3,420 shares; 2025Q3: 3,360 shares; 2025Q4: 3,360 shares; 2026Q1: 3,360 shares; 2026Q2: 3,360 shares 3,360 $180K 0.02% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,180 shares; 2024Q4: 12,506 shares; 2025Q1: 22,860 shares; 2025Q2: 21,227 shares; 2025Q3: 21,227 shares; 2025Q4: 8,148 shares; 2026Q1: 8,148 shares; 2026Q2: 8,148 shares 8,148 $178K 0.02% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,131 shares; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 2,131 shares; 2026Q1: 2,131 shares; 2026Q2: 2,131 shares 2,131 $175K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,327 shares 3,327 $174K 0.02% new Timeline JHCB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,194 shares 8,194 $174K 0.02% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,424 shares; 2024Q4: 1,424 shares; 2025Q1: 1,424 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares; 2025Q4: not reported; 2026Q1: 1,424 shares; 2026Q2: 1,430 shares 1,430 $173K 0.02% +6 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 490 shares 490 $169K 0.02% 0 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,954 shares; 2026Q2: 4,954 shares 4,954 $161K 0.02% 0 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146 shares; 2026Q2: 1,585 shares 1,585 $160K 0.02% +1,439 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,148 shares; 2024Q4: 16,148 shares; 2025Q1: 16,148 shares; 2025Q2: 6,981 shares; 2025Q3: 6,981 shares; 2025Q4: 6,981 shares; 2026Q1: 6,981 shares; 2026Q2: 6,981 shares 6,981 $160K 0.02% 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 205 shares 205 $156K 0.01% +5 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,304 shares; 2024Q4: 1,304 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,605 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,016 shares 1,016 $156K 0.01% +16 Timeline IFRA 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: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 2,141 shares; 2026Q2: 2,459 shares 2,459 $155K 0.01% +318 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,031 shares; 2024Q4: 37,280 shares; 2025Q1: 9,777 shares; 2025Q2: 7,982 shares; 2025Q3: 7,982 shares; 2025Q4: 7,982 shares; 2026Q1: 7,982 shares; 2026Q2: 7,828 shares 7,828 $154K 0.01% -154 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: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 295 shares 295 $152K 0.01% +249 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,694 shares; 2024Q4: 3,694 shares; 2025Q1: 3,694 shares; 2025Q2: 3,688 shares; 2025Q3: 3,688 shares; 2025Q4: 3,688 shares; 2026Q1: 3,688 shares; 2026Q2: 3,688 shares 3,688 $145K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 388 shares 388 $144K 0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 72 shares 72 $143K 0.01% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,569 shares; 2026Q2: 2,569 shares 2,569 $137K 0.01% 0 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,557 shares; 2024Q4: not reported; 2025Q1: 11,554 shares; 2025Q2: 11,554 shares; 2025Q3: 11,554 shares; 2025Q4: 11,554 shares; 2026Q1: 11,554 shares; 2026Q2: 11,554 shares 11,554 $136K 0.01% 0 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,524 shares; 2024Q4: not reported; 2025Q1: 7,524 shares; 2025Q2: 7,524 shares; 2025Q3: 7,524 shares; 2025Q4: 7,524 shares; 2026Q1: 7,524 shares; 2026Q2: 7,524 shares 7,524 $133K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: not reported; 2026Q1: 173 shares; 2026Q2: 183 shares 183 $131K 0.01% +10 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 748 shares; 2025Q4: 2,500 shares; 2026Q1: 2,235 shares; 2026Q2: 1,297 shares 1,297 $129K 0.01% -938 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 201 shares 201 $125K 0.01% +1 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: 2,770 shares; 2024Q4: 2,397 shares; 2025Q1: 2,397 shares; 2025Q2: 2,397 shares; 2025Q3: 2,397 shares; 2025Q4: 2,397 shares; 2026Q1: 2,397 shares; 2026Q2: 2,397 shares 2,397 $124K 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: 125 shares; 2024Q4: 2,685 shares; 2025Q1: 701 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 100 shares; 2026Q1: 125 shares; 2026Q2: 456 shares 456 $123K 0.01% +331 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 1,074 shares; 2025Q2: 1,529 shares; 2025Q3: 1,795 shares; 2025Q4: 1,079 shares; 2026Q1: 1,079 shares; 2026Q2: 1,079 shares 1,079 $123K 0.01% 0 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: 17,709 shares; 2024Q4: 4,676 shares; 2025Q1: 2,056 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 333 shares; 2026Q1: 1,141 shares; 2026Q2: 1,148 shares 1,148 $119K 0.01% +7 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,014 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 250 shares; 2026Q1: 1,150 shares; 2026Q2: 919 shares 919 $114K 0.01% -231 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,207 shares; 2024Q4: 1,207 shares; 2025Q1: 1,207 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $114K 0.01% 0 Timeline IZRL ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,448 shares; 2026Q2: 3,448 shares 3,448 $105K 0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 884 shares; 2025Q4: 884 shares; 2026Q1: 884 shares; 2026Q2: 884 shares 884 $105K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $103K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,948 shares; 2024Q4: 2,259 shares; 2025Q1: 1,454 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares; 2026Q2: 1,399 shares 1,399 $103K 0.01% 0 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,718 shares; 2024Q4: not reported; 2025Q1: 8,718 shares; 2025Q2: 8,718 shares; 2025Q3: 8,718 shares; 2025Q4: 8,718 shares; 2026Q1: 8,718 shares; 2026Q2: 8,718 shares 8,718 $102K 0.01% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 886 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,501 shares; 2026Q1: 1,034 shares; 2026Q2: 1,034 shares 1,034 $102K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 637 shares 637 $99.8K 0.01% +137 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: 2,096 shares; 2024Q4: 2,096 shares; 2025Q1: 2,096 shares; 2025Q2: 2,096 shares; 2025Q3: 2,096 shares; 2025Q4: 2,096 shares; 2026Q1: 2,096 shares; 2026Q2: 2,096 shares 2,096 $99.6K 0.01% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 2,542 shares; 2025Q2: 2,542 shares; 2025Q3: 2,542 shares; 2025Q4: 2,542 shares; 2026Q1: 2,542 shares; 2026Q2: 2,542 shares 2,542 $99.1K 0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 1,244 shares; 2026Q1: 919 shares; 2026Q2: 919 shares 919 $96K 0.01% 0 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 795 shares; 2026Q2: 795 shares 795 $96K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $94.7K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,196 shares; 2024Q4: 3,604 shares; 2025Q1: 1,409 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,238 shares 1,238 $94.6K 0.01% +38 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 551 shares; 2024Q4: 2,631 shares; 2025Q1: 863 shares; 2025Q2: 69 shares; 2025Q3: 242 shares; 2025Q4: 242 shares; 2026Q1: 179 shares; 2026Q2: 227 shares 227 $94.3K 0.01% +48 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,220 shares; 2025Q2: 5,591 shares; 2025Q3: 5,591 shares; 2025Q4: 8,677 shares; 2026Q1: 8,677 shares; 2026Q2: 8,677 shares 8,677 $94.1K 0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,212 shares; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares; 2026Q2: 1,134 shares 1,134 $92.2K 0.01% +74 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 1,417 shares; 2026Q2: 3,540 shares 3,540 $91.9K 0.01% +2,123 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,225 shares 1,225 $91.3K 0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $89K 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: 203 shares; 2024Q4: 160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 402 shares 402 $87K 0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120 shares 120 $86.4K 0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 27 shares 27 $86.3K 0.01% +1 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: not reported; 2026Q1: 68 shares; 2026Q2: 73 shares 73 $85.8K 0.01% +5 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $84K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,363 shares; 2024Q4: 1,045 shares; 2025Q1: 1,045 shares; 2025Q2: 500 shares; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 500 shares; 2026Q2: 580 shares 580 $81K 0.01% +80 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,133 shares; 2024Q4: 2,831 shares; 2025Q1: 1,790 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 585 shares 585 $80K 0.01% +5 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 516 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 516 shares; 2026Q1: 516 shares; 2026Q2: 516 shares 516 $76.2K 0.01% 0 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: 43 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 146 shares; 2025Q3: 146 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 150 shares 150 $75.2K 0.01% +4 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 74 shares 74 $74.8K 0.01% +9 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 234 shares 234 $73.7K 0.01% +183 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $71.7K 0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $71.3K 0.01% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,593 shares; 2024Q4: 13,652 shares; 2025Q1: 6,907 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares; 2026Q2: 1,312 shares 1,312 $66.4K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,503 shares; 2024Q4: 1,503 shares; 2025Q1: 1,503 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 903 shares; 2026Q2: 914 shares 914 $66K 0.01% +11 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares; 2026Q2: 940 shares 940 $65.3K 0.01% 0 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,338 shares; 2026Q1: 1,338 shares; 2026Q2: 1,338 shares 1,338 $65.1K 0.01% 0 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: 2,429 shares; 2024Q4: 2,429 shares; 2025Q1: 2,429 shares; 2025Q2: 2,429 shares; 2025Q3: 1,474 shares; 2025Q4: 1,178 shares; 2026Q1: 1,083 shares; 2026Q2: 1,083 shares 1,083 $64.6K 0.01% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF 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: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares; 2026Q2: 1,366 shares 1,366 $64.5K 0.01% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983 shares; 2024Q4: 18,103 shares; 2025Q1: 3,873 shares; 2025Q2: 747 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 711 shares 711 $62.4K 0.01% +264 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768 shares; 2024Q4: 768 shares; 2025Q1: 768 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 488 shares; 2026Q2: 488 shares 488 $62.2K 0.01% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,739 shares; 2024Q4: 4,410 shares; 2025Q1: 1,828 shares; 2025Q2: 445 shares; 2025Q3: 435 shares; 2025Q4: 95 shares; 2026Q1: 435 shares; 2026Q2: 440 shares 440 $59.6K 0.01% +5 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,037 shares 1,037 $59.4K 0.01% +37 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: 582 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 365 shares; 2026Q2: 365 shares 365 $57.9K 0.01% 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: 337 shares; 2024Q4: 5,907 shares; 2025Q1: 1,707 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 124 shares; 2026Q2: 319 shares 319 $57.7K 0.01% +195 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,708 shares 1,708 $57.1K 0.01% new 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 387 shares 387 $56.5K 0.01% +187 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares; 2026Q2: 1,396 shares 1,396 $56K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,286 shares; 2024Q4: 8,286 shares; 2025Q1: 3,583 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 36 shares; 2026Q1: 186 shares; 2026Q2: 252 shares 252 $55.6K 0.01% +66 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 336 shares 336 $54.9K 0.01% +3 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 194 shares 194 $53.6K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,393 shares; 2024Q4: 9,925 shares; 2025Q1: 5,224 shares; 2025Q2: 969 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 849 shares; 2026Q2: 861 shares 861 $52K <0.01% +12 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,659 shares; 2024Q4: 10,659 shares; 2025Q1: 13,092 shares; 2025Q2: 13,092 shares; 2025Q3: 13,092 shares; 2025Q4: 2,433 shares; 2026Q1: 2,433 shares; 2026Q2: 2,433 shares 2,433 $50.7K <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: 855 shares; 2024Q4: 763 shares; 2025Q1: 763 shares; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 763 shares; 2026Q1: 763 shares; 2026Q2: 803 shares 803 $50.5K <0.01% +40 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,103 shares; 2024Q4: 2,336 shares; 2025Q1: 1,124 shares; 2025Q2: 1,124 shares; 2025Q3: 1,124 shares; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares; 2026Q2: 1,124 shares 1,124 $50.4K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $49.8K <0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 600 shares 600 $49.6K <0.01% +500 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,850 shares; 2024Q4: 11,416 shares; 2025Q1: 5,765 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares; 2025Q4: 1,685 shares; 2026Q1: 1,685 shares; 2026Q2: 1,685 shares 1,685 $49.5K <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: 430 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $48.1K <0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,533 shares; 2024Q4: 848 shares; 2025Q1: 433 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $47.9K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $47.7K <0.01% 0 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: 309 shares; 2024Q4: 3,669 shares; 2025Q1: 715 shares; 2025Q2: 298 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 353 shares 353 $46.1K <0.01% +110 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $45.4K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 619 shares; 2025Q4: 619 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $45.2K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares; 2026Q2: 155 shares 155 $45K <0.01% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $41.5K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 526 shares; 2026Q1: 526 shares; 2026Q2: 526 shares 526 $40.9K <0.01% 0 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: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 149 shares 149 $40.5K <0.01% +10 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: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 78 shares 78 $40.5K <0.01% +71 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,841 shares; 2024Q4: 5,841 shares; 2025Q1: 3,557 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 841 shares; 2026Q1: 841 shares; 2026Q2: 841 shares 841 $40.3K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $38.7K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,961 shares; 2024Q4: 3,445 shares; 2025Q1: 1,490 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $38.1K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,370 shares; 2024Q4: 3,860 shares; 2025Q1: 2,025 shares; 2025Q2: 395 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 335 shares; 2026Q2: 485 shares 485 $37.9K <0.01% +150 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 326 shares 326 $37.7K <0.01% new Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 319 shares 319 $37.3K <0.01% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 769 shares; 2025Q4: 769 shares; 2026Q1: 769 shares; 2026Q2: 769 shares 769 $36.5K <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: 17,800 shares; 2024Q4: 3,757 shares; 2025Q1: 1,805 shares; 2025Q2: 1,707 shares; 2025Q3: 1,707 shares; 2025Q4: 1,296 shares; 2026Q1: 1,290 shares; 2026Q2: 1,356 shares 1,356 $36.2K <0.01% +66 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $35.9K <0.01% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,890 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $35.1K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,197 shares; 2024Q4: 1,056 shares; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: not reported; 2026Q1: 1,056 shares; 2026Q2: 1,408 shares 1,408 $34.6K <0.01% +352 Timeline B BARRICK MNG CORP More: the full row for BARRICK 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: 973 shares; 2025Q4: 973 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $34K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,023 shares; 2024Q4: 3,637 shares; 2025Q1: 628 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 535 shares; 2026Q2: 535 shares 535 $33.7K <0.01% 0 Timeline SPLV 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: 1,826 shares; 2024Q4: 1,826 shares; 2025Q1: 1,826 shares; 2025Q2: 662 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 449 shares; 2026Q2: 449 shares 449 $33.6K <0.01% 0 Timeline KCE 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: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $33.1K <0.01% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $31.5K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 138 shares 138 $30.9K <0.01% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 224 shares 224 $30.4K <0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $30.2K <0.01% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 136 shares 136 $30.1K <0.01% new 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: 355 shares; 2024Q4: 355 shares; 2025Q1: 237 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 25 shares 25 $30K <0.01% +20 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,376 shares; 2024Q4: 25,819 shares; 2025Q1: 14,529 shares; 2025Q2: 3,479 shares; 2025Q3: 3,479 shares; 2025Q4: 2,904 shares; 2026Q1: 2,904 shares; 2026Q2: 2,904 shares 2,904 $29.9K <0.01% 0 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: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: not reported; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $29.9K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 354 shares 354 $29K <0.01% +26 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 72 shares 72 $28.6K <0.01% +2 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 977 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 679 shares; 2025Q3: 496 shares; 2025Q4: 496 shares; 2026Q1: 496 shares; 2026Q2: 496 shares 496 $28K <0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 665 shares; 2026Q2: 665 shares 665 $27.6K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 265 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $27.3K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $26.9K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $26.7K <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: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 251 shares 251 $26.1K <0.01% +154 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares; 2026Q2: 186 shares 186 $26K <0.01% +169 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $26K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 322 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 214 shares; 2026Q2: 126 shares 126 $25.8K <0.01% -88 Timeline ARTY 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: 441 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 332 shares; 2026Q1: 332 shares; 2026Q2: 332 shares 332 $25.3K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $24.6K <0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214 $24.5K <0.01% 0 Timeline IBLC 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: 508 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $24.4K <0.01% 0 Timeline XT 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: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $24.3K <0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares; 2026Q2: 136 shares 136 $24K <0.01% 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: 11,695 shares; 2024Q4: 11,695 shares; 2025Q1: 11,695 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 100 shares; 2026Q2: 329 shares 329 $23.7K <0.01% +229 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 149 shares; 2026Q1: 149 shares; 2026Q2: 149 shares 149 $23K <0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 181 shares 181 $22.9K <0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63 shares 63 $22.3K <0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 117 shares 117 $22.3K <0.01% +21 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $22.1K <0.01% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,517 shares 2,517 $22K <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $21.5K <0.01% 0 Timeline MADE 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: 709 shares; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $21.3K <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: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $21.2K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 291 shares; 2025Q2: 329 shares; 2025Q3: 294 shares; 2025Q4: 234 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $21K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 122 shares; 2026Q2: 157 shares 157 $20.8K <0.01% +35 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $20.8K <0.01% new Timeline IHAK 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: 342 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 342 shares 342 $20.8K <0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 444 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $20.1K <0.01% 0 Timeline IDGT 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: 168 shares 168 $20.1K <0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,689 shares; 2024Q4: 9,775 shares; 2025Q1: 2,850 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $19.8K <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: 45 shares 45 $19.5K <0.01% new Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $19.3K <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $19.1K <0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $18.5K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 541 shares; 2025Q3: 643 shares; 2025Q4: 511 shares; 2026Q1: 511 shares; 2026Q2: 72 shares 72 $18.3K <0.01% -439 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55 shares 55 $18.2K <0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $17.9K <0.01% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 314 shares 314 $17.9K <0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $17.8K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,219 shares; 2024Q4: 8,712 shares; 2025Q1: 4,565 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 717 shares 717 $17.2K <0.01% +2 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,025 shares; 2024Q4: 5,538 shares; 2025Q1: 3,003 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $16.3K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS 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: 74 shares; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 114 shares 114 $16.2K <0.01% +11 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO 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: 825 shares; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 325 shares 325 $16.2K <0.01% 0 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 568 shares; 2026Q2: 568 shares 568 $16.1K <0.01% 0 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $15.7K <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: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $15.1K <0.01% 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: 11,954 shares; 2024Q4: 11,954 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 461 shares 461 $14.7K <0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57 shares 57 $14.6K <0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $14.4K <0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 591 shares; 2025Q4: 591 shares; 2026Q1: 94 shares; 2026Q2: 123 shares 123 $14.3K <0.01% +29 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING 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: 602 shares; 2026Q2: 602 shares 602 $14.3K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,873 shares; 2024Q4: 3,873 shares; 2025Q1: 173 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $14K <0.01% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $13.9K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $13.6K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 50 shares 50 $13.4K <0.01% +12 Timeline BOTZ 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: 348 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $13.2K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,646 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 266 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 315 shares 315 $13K <0.01% +49 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: 334 shares; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares 240 $12.6K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares 13 $12.5K <0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 49 shares 49 $12.5K <0.01% +24 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $12.4K <0.01% 0 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 344 shares 344 $12.3K <0.01% new Timeline OMDA OMADA HEALTH INC More: the full row for OMADA HEALTH 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: 555 shares; 2026Q1: 555 shares; 2026Q2: 555 shares 555 $12.2K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 260 shares 260 $12.1K <0.01% +78 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 443 shares 443 $11.8K <0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,160 shares; 2024Q4: 2,835 shares; 2025Q1: 1,790 shares; 2025Q2: 250 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 221 shares 221 $11.6K <0.01% +6 Timeline BPAY BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $11.6K <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 38 shares 38 $11.5K <0.01% 0 Timeline DOUG DOUGLAS ELLIMAN INC More: the full row for DOUGLAS ELLIMAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,065 shares; 2024Q4: 6,380 shares; 2025Q1: 6,380 shares; 2025Q2: 6,380 shares; 2025Q3: 6,380 shares; 2025Q4: 6,380 shares; 2026Q1: 6,380 shares; 2026Q2: 6,380 shares 6,380 $11.3K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 56 shares 56 $11.2K <0.01% +32 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $11.2K <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: 89 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 89 shares; 2026Q2: 135 shares 135 $11.2K <0.01% +46 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $11.1K <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: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103 shares 103 $11.1K <0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93 shares 93 $11K <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: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 93 shares 93 $10.9K <0.01% +3 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares; 2026Q2: 328 shares 328 $10.9K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $10.9K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 175 shares; 2025Q3: 163 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $10.6K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176 shares 176 $10.6K <0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 873 shares; 2026Q1: 873 shares; 2026Q2: 873 shares 873 $10.4K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares 260 $9.61K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83 shares; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 99 shares 99 $9.52K <0.01% +16 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $9.48K <0.01% 0 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,734 shares; 2024Q4: 6,478 shares; 2025Q1: 3,913 shares; 2025Q2: 590 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 505 shares 505 $9.46K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $8.88K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 60 shares 60 $8.79K <0.01% 0 Timeline USCB USCB FINANCIAL HOLDINGS INC More: the full row for USCB FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $8.18K <0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112 shares 112 $8.16K <0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 49 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $8.01K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 229 shares; 2026Q2: 229 shares 229 $7.78K <0.01% 0 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $7.51K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103 shares 103 $7.47K <0.01% new 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $7.36K <0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,192 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96 shares 96 $7.27K <0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87 $7.16K <0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39 shares; 2026Q1: 22 shares; 2026Q2: 88 shares 88 $7.09K <0.01% +66 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $6.88K <0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,000 shares; 2025Q1: 1,396 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23 shares 23 $6.86K <0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26 shares 26 $6.77K <0.01% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 228 shares 228 $6.51K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 327 shares; 2026Q2: 327 shares 327 $6.5K <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: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: not reported; 2026Q1: 91 shares; 2026Q2: 98 shares 98 $6.27K <0.01% +7 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 30 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 6 shares 6 $6.25K <0.01% +1 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $6.24K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $6.19K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $5.95K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62 shares; 2026Q1: 67 shares; 2026Q2: 67 shares 67 $5.94K <0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 86 shares; 2025Q2: 433 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $5.51K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares 36 $5.45K <0.01% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $5.35K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: not reported; 2026Q1: 50 shares; 2026Q2: 55 shares 55 $5.25K <0.01% +5 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares; 2026Q2: 19 shares 19 $5.12K <0.01% +5 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 15 shares 15 $5K <0.01% +7 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $4.97K <0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $4.92K <0.01% 0 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: 9,615 shares; 2024Q4: 9,201 shares; 2025Q1: 14,238 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 114 shares 114 $4.83K <0.01% +57 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $4.81K <0.01% 0 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: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 39 shares 39 $4.8K <0.01% +26 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: 28 shares 28 $4.78K <0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares 20 $4.75K <0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19 $4.68K <0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 16 shares 16 $4.53K <0.01% +4 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 63 shares 63 $4.51K <0.01% +5 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $4.51K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 27 shares 27 $4.5K <0.01% +3 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $4.46K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 185 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $4.44K <0.01% 0 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: 994 shares; 2024Q4: 801 shares; 2025Q1: 595 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 45 shares 45 $4.33K <0.01% +25 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 70 shares; 2026Q2: 16 shares 16 $4.18K <0.01% -54 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45 shares 45 $4.14K <0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9 $4.13K <0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17 shares 17 $4.11K <0.01% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares; 2026Q2: 79 shares 79 $4.03K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9 $4.01K <0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34 shares 34 $3.99K <0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $3.91K <0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $3.9K <0.01% new Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $3.81K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $3.77K <0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38 shares 38 $3.64K <0.01% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $3.63K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11 $3.49K <0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares 14 $3.48K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 39 shares 39 $3.46K <0.01% +7 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 19 shares 19 $3.19K <0.01% +4 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39 shares 39 $3.13K <0.01% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $3.1K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $3.09K <0.01% 0 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.07K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: not reported; 2026Q2: 55 shares 55 $3.05K <0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $3K <0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32 shares 32 $2.95K <0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $2.93K <0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $2.93K <0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 13 shares 13 $2.84K <0.01% +7 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 64 shares 64 $2.82K <0.01% +30 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417 shares; 2024Q4: 417 shares; 2025Q1: 417 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $2.8K <0.01% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN 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: 52 shares 52 $2.75K <0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38 shares 38 $2.75K <0.01% new Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares 36 $2.6K <0.01% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $2.54K <0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $2.45K <0.01% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $2.44K <0.01% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $2.44K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $2.44K <0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57 shares 57 $2.43K <0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51 shares 51 $2.38K <0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $2.27K <0.01% new Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $2.27K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21 shares 21 $2.27K <0.01% new Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $2.25K <0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $2.2K <0.01% 0 Timeline NUSC 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: 516 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $2.19K <0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $2.14K <0.01% new Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $2.11K <0.01% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 40 shares 40 $2.09K <0.01% +20 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,690 shares; 2024Q4: 24,690 shares; 2025Q1: 24,844 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154 $2.04K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 15 shares 15 $2.02K <0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 27 shares 27 $1.94K <0.01% +5 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11 shares 11 $1.93K <0.01% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19 $1.92K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $1.89K <0.01% new Timeline QUCY QUANTUM CYBER NV More: the full row for QUANTUM CYBER NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares; 2026Q2: 1,171 shares 1,171 $1.84K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: not reported; 2026Q2: 8 shares 8 $1.82K <0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $1.79K <0.01% new 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: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: not reported; 2026Q2: 21 shares 21 $1.78K <0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares 36 $1.77K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $1.74K <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $1.73K <0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $1.73K <0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $1.73K <0.01% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI 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 $1.72K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9 $1.7K <0.01% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares 5 $1.69K <0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $1.68K <0.01% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $1.65K <0.01% 0 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $1.64K <0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $1.61K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $1.58K <0.01% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 680 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares 16 $1.55K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22 shares 22 $1.54K <0.01% new 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: not reported; 2026Q2: 27 shares 27 $1.52K <0.01% new Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9 $1.52K <0.01% new Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $1.52K <0.01% 0 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: not reported; 2025Q4: not reported; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $1.51K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $1.51K <0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $1.46K <0.01% new Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $1.45K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $1.45K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $1.43K <0.01% new 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: 6 shares 6 $1.43K <0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $1.4K <0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: not reported; 2026Q2: 17 shares 17 $1.38K <0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $1.36K <0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $1.36K <0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $1.35K <0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $1.35K <0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28 shares 28 $1.34K <0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1 shares 1 $1.33K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $1.3K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $1.23K <0.01% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $1.22K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6 shares 6 $1.21K <0.01% new Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares 9 $1.21K <0.01% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $1.17K <0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares 8 $1.16K <0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares 18 $1.16K <0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $1.14K <0.01% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares 7 $1.14K <0.01% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $1.14K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares 12 $1.12K <0.01% new Timeline