VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 249,412 shares; 2025Q1: 251,292 shares; 2025Q2: not loaded; 2025Q3: 255,659 shares; 2025Q4: 255,627 shares; 2026Q1: 244,405 shares; 2026Q2: 246,181 shares; 2026Q3: 255,827 shares 255,827 $95.7M 16.59% +9,646 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111,858 shares; 2025Q1: 111,467 shares; 2025Q2: not loaded; 2025Q3: 109,265 shares; 2025Q4: 109,440 shares; 2026Q1: 107,858 shares; 2026Q2: 108,166 shares; 2026Q3: 107,772 shares 107,772 $35.9M 6.22% -394 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400,145 shares; 2025Q1: 438,408 shares; 2025Q2: not loaded; 2025Q3: 448,722 shares; 2025Q4: 446,163 shares; 2026Q1: 317,799 shares; 2026Q2: 322,722 shares; 2026Q3: 340,655 shares 340,655 $33M 5.72% +17,933 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 334,576 shares; 2025Q1: 341,452 shares; 2025Q2: not loaded; 2025Q3: 355,451 shares; 2025Q4: 355,124 shares; 2026Q1: 328,953 shares; 2026Q2: 334,542 shares; 2026Q3: 351,223 shares 351,223 $26.5M 4.59% +16,681 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,005 shares; 2025Q1: 97,187 shares; 2025Q2: not loaded; 2025Q3: 98,285 shares; 2025Q4: 95,924 shares; 2026Q1: 152,147 shares; 2026Q2: 153,565 shares; 2026Q3: 163,302 shares 163,302 $23.9M 4.14% +9,737 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; 2024Q4: 54,104 shares; 2025Q1: 46,702 shares; 2025Q2: not loaded; 2025Q3: 46,015 shares; 2025Q4: 45,851 shares; 2026Q1: 44,392 shares; 2026Q2: 263,714 shares; 2026Q3: 263,003 shares 263,003 $23.7M 4.11% -711 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,833 shares; 2025Q1: 81,659 shares; 2025Q2: not loaded; 2025Q3: 88,086 shares; 2025Q4: 86,408 shares; 2026Q1: 88,642 shares; 2026Q2: 90,648 shares; 2026Q3: 92,534 shares 92,534 $21.1M 3.66% +1,886 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40,168 shares; 2025Q1: 39,405 shares; 2025Q2: not loaded; 2025Q3: 40,081 shares; 2025Q4: 39,605 shares; 2026Q1: 35,984 shares; 2026Q2: 144,292 shares; 2026Q3: 149,097 shares 149,097 $18.7M 3.24% +4,805 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,163 shares; 2025Q2: not loaded; 2025Q3: 5,157 shares; 2025Q4: 5,157 shares; 2026Q1: 193,560 shares; 2026Q2: 201,722 shares; 2026Q3: 218,608 shares 218,608 $17.7M 3.07% +16,886 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,314 shares; 2025Q1: 36,309 shares; 2025Q2: not loaded; 2025Q3: 36,804 shares; 2025Q4: 37,180 shares; 2026Q1: 37,511 shares; 2026Q2: 37,805 shares; 2026Q3: 47,608 shares 47,608 $16.9M 2.93% +9,803 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,147 shares; 2025Q1: 27,129 shares; 2025Q2: not loaded; 2025Q3: 26,837 shares; 2025Q4: 26,857 shares; 2026Q1: 27,949 shares; 2026Q2: 28,225 shares; 2026Q3: 29,454 shares 29,454 $15.1M 2.62% +1,229 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 280,220 shares; 2025Q1: 300,279 shares; 2025Q2: not loaded; 2025Q3: 317,974 shares; 2025Q4: 313,169 shares; 2026Q1: 336,345 shares; 2026Q2: 209,469 shares; 2026Q3: 209,008 shares 209,008 $14.7M 2.54% -461 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,462 shares; 2025Q1: 96,312 shares; 2025Q2: not loaded; 2025Q3: 92,788 shares; 2025Q4: 91,226 shares; 2026Q1: 83,436 shares; 2026Q2: 79,574 shares; 2026Q3: 78,241 shares 78,241 $13M 2.25% -1,333 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; 2024Q4: 50,015 shares; 2025Q1: 47,743 shares; 2025Q2: not loaded; 2025Q3: 54,435 shares; 2025Q4: 56,252 shares; 2026Q1: 67,169 shares; 2026Q2: 74,187 shares; 2026Q3: 68,272 shares 68,272 $12.5M 2.17% -5,915 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; 2024Q4: 45,153 shares; 2025Q1: 44,625 shares; 2025Q2: not loaded; 2025Q3: 46,987 shares; 2025Q4: 47,622 shares; 2026Q1: 48,154 shares; 2026Q2: 49,094 shares; 2026Q3: 48,735 shares 48,735 $12.1M 2.1% -359 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; 2024Q4: 56,506 shares; 2025Q1: 48,418 shares; 2025Q2: not loaded; 2025Q3: 45,696 shares; 2025Q4: 45,652 shares; 2026Q1: 44,312 shares; 2026Q2: 43,866 shares; 2026Q3: 43,546 shares 43,546 $9.41M 1.63% -320 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127,657 shares; 2025Q1: 160,318 shares; 2025Q2: not loaded; 2025Q3: 165,174 shares; 2025Q4: 161,757 shares; 2026Q1: 166,029 shares; 2026Q2: 165,665 shares; 2026Q3: 169,420 shares 169,420 $8.55M 1.48% +3,755 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,533 shares; 2025Q1: 23,591 shares; 2025Q2: not loaded; 2025Q3: 23,792 shares; 2025Q4: 24,017 shares; 2026Q1: 24,449 shares; 2026Q2: 23,545 shares; 2026Q3: 24,310 shares 24,310 $8.36M 1.45% +765 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,606 shares; 2025Q1: 17,536 shares; 2025Q2: not loaded; 2025Q3: 18,478 shares; 2025Q4: 18,138 shares; 2026Q1: 19,365 shares; 2026Q2: 18,456 shares; 2026Q3: 18,760 shares 18,760 $6.39M 1.11% +304 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,309 shares; 2025Q1: 12,942 shares; 2025Q2: not loaded; 2025Q3: 15,105 shares; 2025Q4: 15,308 shares; 2026Q1: 16,096 shares; 2026Q2: 16,174 shares; 2026Q3: 16,548 shares 16,548 $5.81M 1.01% +374 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; 2024Q4: 11,073 shares; 2025Q1: 15,564 shares; 2025Q2: not loaded; 2025Q3: 12,876 shares; 2025Q4: 9,706 shares; 2026Q1: 8,999 shares; 2026Q2: 6,043 shares; 2026Q3: 5,704 shares 5,704 $4.35M 0.75% -339 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; 2024Q4: 5,020 shares; 2025Q1: 4,825 shares; 2025Q2: not loaded; 2025Q3: 5,137 shares; 2025Q4: 5,341 shares; 2026Q1: 5,518 shares; 2026Q2: 5,486 shares; 2026Q3: 5,782 shares 5,782 $4.19M 0.73% +296 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 27,174 shares 27,174 $4.1M 0.71% new 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; 2024Q4: 4,249 shares; 2025Q1: 5,707 shares; 2025Q2: not loaded; 2025Q3: 6,373 shares; 2025Q4: 5,673 shares; 2026Q1: 5,872 shares; 2026Q2: 5,938 shares; 2026Q3: 6,325 shares 6,325 $3.87M 0.67% +387 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; 2024Q4: 138,029 shares; 2025Q1: 133,977 shares; 2025Q2: not loaded; 2025Q3: 133,583 shares; 2025Q4: 133,508 shares; 2026Q1: 135,723 shares; 2026Q2: 140,275 shares; 2026Q3: 140,779 shares 140,779 $3.61M 0.63% +504 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; 2024Q4: 2,562 shares; 2025Q1: 2,666 shares; 2025Q2: not loaded; 2025Q3: 2,667 shares; 2025Q4: 2,758 shares; 2026Q1: 2,875 shares; 2026Q2: 2,995 shares; 2026Q3: 3,084 shares 3,084 $3.57M 0.62% +89 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; 2024Q4: 6,517 shares; 2025Q1: 6,543 shares; 2025Q2: not loaded; 2025Q3: 7,380 shares; 2025Q4: 7,351 shares; 2026Q1: 7,583 shares; 2026Q2: 7,828 shares; 2026Q3: 9,998 shares 9,998 $3.31M 0.57% +2,170 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; 2024Q4: not reported; 2025Q1: 2,365 shares; 2025Q2: not loaded; 2025Q3: 2,507 shares; 2025Q4: 2,552 shares; 2026Q1: 2,747 shares; 2026Q2: 2,748 shares; 2026Q3: 3,094 shares 3,094 $3.3M 0.57% +346 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 9,443 shares; 2025Q4: 61,112 shares; 2026Q1: 70,663 shares; 2026Q2: 66,277 shares; 2026Q3: 68,721 shares 68,721 $3.25M 0.56% +2,444 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; 2024Q4: 10,194 shares; 2025Q1: 10,225 shares; 2025Q2: not loaded; 2025Q3: 10,270 shares; 2025Q4: 10,672 shares; 2026Q1: 10,906 shares; 2026Q2: 9,739 shares; 2026Q3: 5,851 shares 5,851 $2.91M 0.5% -3,888 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,305 shares; 2025Q1: 3,314 shares; 2025Q2: not loaded; 2025Q3: 3,333 shares; 2025Q4: 3,151 shares; 2026Q1: 3,409 shares; 2026Q2: 3,254 shares; 2026Q3: 3,234 shares 3,234 $2.48M 0.43% -20 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; 2024Q4: 3,125 shares; 2025Q1: 3,102 shares; 2025Q2: not loaded; 2025Q3: 3,087 shares; 2025Q4: 3,099 shares; 2026Q1: 3,262 shares; 2026Q2: 3,166 shares; 2026Q3: 3,129 shares 3,129 $2.32M 0.4% -37 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139,725 shares; 2025Q1: 90,243 shares; 2025Q2: not loaded; 2025Q3: 49,855 shares; 2025Q4: 43,972 shares; 2026Q1: 38,853 shares; 2026Q2: 33,001 shares; 2026Q3: 30,113 shares 30,113 $2.29M 0.4% -2,888 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,505 shares; 2025Q1: 2,490 shares; 2025Q2: not loaded; 2025Q3: 2,399 shares; 2025Q4: 2,345 shares; 2026Q1: 2,322 shares; 2026Q2: 18,107 shares; 2026Q3: 17,985 shares 17,985 $2.26M 0.39% -122 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,936 shares; 2025Q1: 85,936 shares; 2025Q2: not loaded; 2025Q3: 77,259 shares; 2025Q4: 77,261 shares; 2026Q1: 77,692 shares; 2026Q2: 75,700 shares; 2026Q3: 72,263 shares 72,263 $2.12M 0.37% -3,437 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,839 shares 12,839 $2.09M 0.36% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,144 shares; 2025Q1: 7,737 shares; 2025Q2: not loaded; 2025Q3: 7,861 shares; 2025Q4: 7,740 shares; 2026Q1: 7,690 shares; 2026Q2: 7,563 shares; 2026Q3: 7,460 shares 7,460 $2.07M 0.36% -103 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,570 shares; 2025Q1: 1,549 shares; 2025Q2: not loaded; 2025Q3: 1,558 shares; 2025Q4: 1,597 shares; 2026Q1: 1,654 shares; 2026Q2: 1,672 shares; 2026Q3: 2,475 shares 2,475 $2.01M 0.35% +803 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,927 shares; 2025Q1: 4,928 shares; 2025Q2: not loaded; 2025Q3: 5,281 shares; 2025Q4: 5,317 shares; 2026Q1: 5,213 shares; 2026Q2: 5,336 shares; 2026Q3: 5,457 shares 5,457 $1.96M 0.34% +121 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,325 shares; 2025Q1: 17,266 shares; 2025Q2: not loaded; 2025Q3: 17,985 shares; 2025Q4: 18,138 shares; 2026Q1: 18,489 shares; 2026Q2: 18,800 shares; 2026Q3: 18,487 shares 18,487 $1.92M 0.33% -313 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 180,389 shares 180,389 $1.89M 0.33% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 408 shares; 2026Q1: 420 shares; 2026Q2: 425 shares; 2026Q3: 3,612 shares 3,612 $1.87M 0.32% +3,187 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 50,682 shares; 2025Q2: not loaded; 2025Q3: 50,682 shares; 2025Q4: 47,182 shares; 2026Q1: 43,590 shares; 2026Q2: 40,645 shares; 2026Q3: 38,372 shares 38,372 $1.76M 0.31% -2,273 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,469 shares; 2025Q1: 5,883 shares; 2025Q2: not loaded; 2025Q3: 5,867 shares; 2025Q4: 5,861 shares; 2026Q1: 6,222 shares; 2026Q2: 6,475 shares; 2026Q3: 6,610 shares 6,610 $1.75M 0.3% +135 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; 2024Q4: 1,822 shares; 2025Q1: 1,855 shares; 2025Q2: not loaded; 2025Q3: 1,972 shares; 2025Q4: 1,928 shares; 2026Q1: 1,844 shares; 2026Q2: 1,913 shares; 2026Q3: 1,913 shares 1,913 $1.74M 0.3% 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; 2024Q4: 5,661 shares; 2025Q1: 5,716 shares; 2025Q2: not loaded; 2025Q3: 5,829 shares; 2025Q4: 6,134 shares; 2026Q1: 6,330 shares; 2026Q2: 6,538 shares; 2026Q3: 6,419 shares 6,419 $1.68M 0.29% -119 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; 2024Q4: 7,245 shares; 2025Q1: 6,955 shares; 2025Q2: not loaded; 2025Q3: 6,734 shares; 2025Q4: 6,470 shares; 2026Q1: 6,306 shares; 2026Q2: 6,249 shares; 2026Q3: 5,578 shares 5,578 $1.59M 0.27% -671 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,525 shares; 2025Q1: 3,525 shares; 2025Q2: not loaded; 2025Q3: 3,526 shares; 2025Q4: 3,507 shares; 2026Q1: 2,937 shares; 2026Q2: 2,937 shares; 2026Q3: 2,940 shares 2,940 $1.56M 0.27% +3 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; 2024Q4: not reported; 2025Q1: 87,300 shares; 2025Q2: not loaded; 2025Q3: 70,567 shares; 2025Q4: 37,334 shares; 2026Q1: 31,523 shares; 2026Q2: 18,042 shares; 2026Q3: 18,293 shares 18,293 $1.53M 0.26% +251 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,583 shares; 2025Q1: 18,568 shares; 2025Q2: not loaded; 2025Q3: 17,171 shares; 2025Q4: 14,011 shares; 2026Q1: 12,338 shares; 2026Q2: 11,771 shares; 2026Q3: 6,896 shares 6,896 $1.43M 0.25% -4,875 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; 2024Q4: 11,063 shares; 2025Q1: 10,747 shares; 2025Q2: not loaded; 2025Q3: 10,228 shares; 2025Q4: 9,771 shares; 2026Q1: 9,559 shares; 2026Q2: 10,068 shares; 2026Q3: 9,528 shares 9,528 $1.38M 0.24% -540 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,195 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 9,185 shares; 2025Q4: 11,008 shares; 2026Q1: 10,985 shares; 2026Q2: 12,498 shares; 2026Q3: 11,103 shares 11,103 $1.33M 0.23% -1,395 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,117 shares; 2025Q1: 4,059 shares; 2025Q2: not loaded; 2025Q3: 4,202 shares; 2025Q4: 4,188 shares; 2026Q1: 4,533 shares; 2026Q2: 4,883 shares; 2026Q3: 6,480 shares 6,480 $1.32M 0.23% +1,597 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,061 shares; 2025Q1: 3,816 shares; 2025Q2: not loaded; 2025Q3: 3,923 shares; 2025Q4: 3,948 shares; 2026Q1: 4,043 shares; 2026Q2: 4,064 shares; 2026Q3: 4,136 shares 4,136 $1.29M 0.22% +72 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 778 shares; 2025Q1: 752 shares; 2025Q2: not loaded; 2025Q3: 784 shares; 2025Q4: 862 shares; 2026Q1: 864 shares; 2026Q2: 861 shares; 2026Q3: 1,854 shares 1,854 $1.25M 0.22% +993 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,185 shares; 2025Q1: 18,085 shares; 2025Q2: not loaded; 2025Q3: 20,504 shares; 2025Q4: 15,759 shares; 2026Q1: 13,280 shares; 2026Q2: 20,560 shares; 2026Q3: 14,027 shares 14,027 $1.16M 0.2% -6,533 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,796 shares; 2025Q1: 1,755 shares; 2025Q2: not loaded; 2025Q3: 1,993 shares; 2025Q4: 2,027 shares; 2026Q1: 2,070 shares; 2026Q2: 2,042 shares; 2026Q3: 2,098 shares 2,098 $1.16M 0.2% +56 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,605 shares; 2025Q1: 3,608 shares; 2025Q2: not loaded; 2025Q3: 3,613 shares; 2025Q4: 7,181 shares; 2026Q1: 7,277 shares; 2026Q2: 5,831 shares; 2026Q3: 5,836 shares 5,836 $1.14M 0.2% +5 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares; 2026Q2: 635 shares; 2026Q3: 644 shares 644 $1.12M 0.19% +9 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; 2024Q4: 3,106 shares; 2025Q1: 3,071 shares; 2025Q2: not loaded; 2025Q3: 3,129 shares; 2025Q4: 3,294 shares; 2026Q1: 3,325 shares; 2026Q2: 3,331 shares; 2026Q3: 3,406 shares 3,406 $1.12M 0.19% +75 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; 2024Q4: 9,701 shares; 2025Q1: 7,689 shares; 2025Q2: not loaded; 2025Q3: 6,357 shares; 2025Q4: 6,957 shares; 2026Q1: 7,189 shares; 2026Q2: 7,297 shares; 2026Q3: 7,400 shares 7,400 $1.08M 0.19% +103 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; 2024Q4: 1,639 shares; 2025Q1: 1,630 shares; 2025Q2: not loaded; 2025Q3: 1,849 shares; 2025Q4: 1,870 shares; 2026Q1: 1,904 shares; 2026Q2: 2,002 shares; 2026Q3: 1,985 shares 1,985 $1.02M 0.18% -17 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; 2024Q4: 7,565 shares; 2025Q1: 7,784 shares; 2025Q2: not loaded; 2025Q3: 7,866 shares; 2025Q4: 8,559 shares; 2026Q1: 8,822 shares; 2026Q2: 9,031 shares; 2026Q3: 9,421 shares 9,421 $1.01M 0.18% +390 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,434 shares; 2025Q1: 8,617 shares; 2025Q2: not loaded; 2025Q3: 7,695 shares; 2025Q4: 8,186 shares; 2026Q1: 8,172 shares; 2026Q2: 7,717 shares; 2026Q3: 7,211 shares 7,211 $990K 0.17% -506 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; 2024Q4: 620 shares; 2025Q1: 627 shares; 2025Q2: not loaded; 2025Q3: 927 shares; 2025Q4: 844 shares; 2026Q1: 868 shares; 2026Q2: 783 shares; 2026Q3: 3,711 shares 3,711 $982K 0.17% +2,928 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,342 shares; 2025Q1: 27,342 shares; 2025Q2: not loaded; 2025Q3: 29,746 shares; 2025Q4: 29,768 shares; 2026Q1: 45,330 shares; 2026Q2: 22,340 shares; 2026Q3: 22,340 shares 22,340 $966K 0.17% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 966 shares; 2025Q1: 944 shares; 2025Q2: not loaded; 2025Q3: 970 shares; 2025Q4: 1,056 shares; 2026Q1: 997 shares; 2026Q2: 1,100 shares; 2026Q3: 1,011 shares 1,011 $961K 0.17% -89 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,319 shares; 2025Q1: 1,237 shares; 2025Q2: not loaded; 2025Q3: 1,297 shares; 2025Q4: 12,518 shares; 2026Q1: 12,760 shares; 2026Q2: 12,620 shares; 2026Q3: 13,581 shares 13,581 $945K 0.16% +961 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 4,199 shares; 2026Q1: 6,067 shares; 2026Q2: 6,898 shares; 2026Q3: 11,254 shares 11,254 $879K 0.15% +4,356 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,608 shares; 2025Q1: 1,581 shares; 2025Q2: not loaded; 2025Q3: 1,553 shares; 2025Q4: 1,437 shares; 2026Q1: 1,448 shares; 2026Q2: 1,513 shares; 2026Q3: 1,716 shares 1,716 $874K 0.15% +203 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; 2024Q4: 2,838 shares; 2025Q1: 2,764 shares; 2025Q2: not loaded; 2025Q3: 2,692 shares; 2025Q4: 2,674 shares; 2026Q1: 2,756 shares; 2026Q2: 2,853 shares; 2026Q3: 2,976 shares 2,976 $834K 0.14% +123 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,706 shares; 2025Q1: 4,706 shares; 2025Q2: not loaded; 2025Q3: 4,421 shares; 2025Q4: 4,421 shares; 2026Q1: 4,421 shares; 2026Q2: 3,327 shares; 2026Q3: 3,327 shares 3,327 $825K 0.14% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,356 shares; 2025Q1: 2,968 shares; 2025Q2: not loaded; 2025Q3: 2,747 shares; 2025Q4: 2,787 shares; 2026Q1: 2,699 shares; 2026Q2: 2,404 shares; 2026Q3: 2,445 shares 2,445 $811K 0.14% +41 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; 2024Q4: 11,971 shares; 2025Q1: 11,975 shares; 2025Q2: not loaded; 2025Q3: 12,060 shares; 2025Q4: 12,608 shares; 2026Q1: 13,509 shares; 2026Q2: 14,073 shares; 2026Q3: 14,747 shares 14,747 $803K 0.14% +674 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; 2024Q4: 680 shares; 2025Q1: 697 shares; 2025Q2: not loaded; 2025Q3: 722 shares; 2025Q4: 735 shares; 2026Q1: 783 shares; 2026Q2: 838 shares; 2026Q3: 872 shares 872 $785K 0.14% +34 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; 2024Q4: 5,399 shares; 2025Q1: 5,502 shares; 2025Q2: not loaded; 2025Q3: 5,477 shares; 2025Q4: 5,539 shares; 2026Q1: 5,762 shares; 2026Q2: 5,807 shares; 2026Q3: 9,780 shares 9,780 $783K 0.14% +3,973 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; 2024Q4: 1,372 shares; 2025Q1: 1,337 shares; 2025Q2: not loaded; 2025Q3: 1,318 shares; 2025Q4: 1,305 shares; 2026Q1: 1,080 shares; 2026Q2: 1,065 shares; 2026Q3: 1,144 shares 1,144 $772K 0.13% +79 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not loaded; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 1 shares 1 $747K 0.13% -1 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; 2024Q4: 4,293 shares; 2025Q1: 4,215 shares; 2025Q2: not loaded; 2025Q3: 3,526 shares; 2025Q4: 3,793 shares; 2026Q1: 3,923 shares; 2026Q2: 3,892 shares; 2026Q3: 3,987 shares 3,987 $746K 0.13% +95 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,790 shares; 2025Q1: 2,201 shares; 2025Q2: not loaded; 2025Q3: 1,909 shares; 2025Q4: 1,685 shares; 2026Q1: 1,692 shares; 2026Q2: 1,729 shares; 2026Q3: 1,733 shares 1,733 $731K 0.13% +4 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; 2024Q4: 1,604 shares; 2025Q1: 1,576 shares; 2025Q2: not loaded; 2025Q3: 1,650 shares; 2025Q4: 1,647 shares; 2026Q1: 1,658 shares; 2026Q2: 1,661 shares; 2026Q3: 1,691 shares 1,691 $727K 0.13% +30 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; 2024Q4: 1,168 shares; 2025Q1: 1,162 shares; 2025Q2: not loaded; 2025Q3: 1,162 shares; 2025Q4: 1,094 shares; 2026Q1: 1,025 shares; 2026Q2: 1,063 shares; 2026Q3: 967 shares 967 $678K 0.12% -96 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,831 shares; 2025Q1: 1,827 shares; 2025Q2: not loaded; 2025Q3: 1,819 shares; 2025Q4: 1,629 shares; 2026Q1: 1,372 shares; 2026Q2: 1,507 shares; 2026Q3: 1,427 shares 1,427 $677K 0.12% -80 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; 2024Q4: 296 shares; 2025Q1: 331 shares; 2025Q2: not loaded; 2025Q3: 347 shares; 2025Q4: 373 shares; 2026Q1: 377 shares; 2026Q2: 356 shares; 2026Q3: 666 shares 666 $667K 0.12% +310 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,811 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,136 shares; 2026Q3: 2,410 shares 2,410 $637K 0.11% +274 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,718 shares; 2025Q4: 3,890 shares; 2026Q1: 4,221 shares; 2026Q2: 4,567 shares; 2026Q3: 4,911 shares 4,911 $636K 0.11% +344 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,408 shares; 2026Q2: 9,967 shares; 2026Q3: 11,437 shares 11,437 $623K 0.11% +1,470 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,376 shares; 2025Q1: 2,887 shares; 2025Q2: not loaded; 2025Q3: 2,692 shares; 2025Q4: 2,730 shares; 2026Q1: 2,794 shares; 2026Q2: 3,002 shares; 2026Q3: 3,317 shares 3,317 $616K 0.11% +315 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; 2024Q4: 2,268 shares; 2025Q1: 2,028 shares; 2025Q2: not loaded; 2025Q3: 1,542 shares; 2025Q4: 1,535 shares; 2026Q1: 1,335 shares; 2026Q2: 1,620 shares; 2026Q3: 1,674 shares 1,674 $615K 0.11% +54 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,814 shares; 2025Q1: 1,787 shares; 2025Q2: not loaded; 2025Q3: 1,827 shares; 2025Q4: 1,835 shares; 2026Q1: 1,857 shares; 2026Q2: 1,898 shares; 2026Q3: 3,013 shares 3,013 $605K 0.1% +1,115 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,236 shares; 2025Q4: 1,147 shares; 2026Q1: not reported; 2026Q2: 1,080 shares; 2026Q3: 1,509 shares 1,509 $600K 0.1% +429 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 481 shares; 2025Q1: 486 shares; 2025Q2: not loaded; 2025Q3: 489 shares; 2025Q4: 494 shares; 2026Q1: 501 shares; 2026Q2: 505 shares; 2026Q3: 560 shares 560 $593K 0.1% +55 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; 2024Q4: 1,730 shares; 2025Q1: 1,613 shares; 2025Q2: not loaded; 2025Q3: 1,633 shares; 2025Q4: 1,638 shares; 2026Q1: 1,655 shares; 2026Q2: 1,697 shares; 2026Q3: 1,782 shares 1,782 $588K 0.1% +85 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; 2024Q4: 3,197 shares; 2025Q1: 2,879 shares; 2025Q2: not loaded; 2025Q3: 2,309 shares; 2025Q4: 2,004 shares; 2026Q1: 1,977 shares; 2026Q2: 2,104 shares; 2026Q3: 2,154 shares 2,154 $586K 0.1% +50 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,443 shares; 2025Q1: 4,585 shares; 2025Q2: not loaded; 2025Q3: 3,685 shares; 2025Q4: 3,687 shares; 2026Q1: 3,617 shares; 2026Q2: 3,258 shares; 2026Q3: 2,444 shares 2,444 $564K 0.1% -814 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; 2024Q4: 3,161 shares; 2025Q1: 2,778 shares; 2025Q2: not loaded; 2025Q3: 2,468 shares; 2025Q4: 2,496 shares; 2026Q1: 2,223 shares; 2026Q2: 2,137 shares; 2026Q3: 2,192 shares 2,192 $564K 0.1% +55 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; 2024Q4: 7,070 shares; 2025Q1: 7,041 shares; 2025Q2: not loaded; 2025Q3: 7,364 shares; 2025Q4: 7,129 shares; 2026Q1: 7,269 shares; 2026Q2: 7,351 shares; 2026Q3: 7,335 shares 7,335 $556K 0.1% -16 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; 2024Q4: 4,381 shares; 2025Q1: 4,499 shares; 2025Q2: not loaded; 2025Q3: 8,841 shares; 2025Q4: 4,647 shares; 2026Q1: 4,672 shares; 2026Q2: 4,719 shares; 2026Q3: 4,758 shares 4,758 $552K 0.1% +39 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; 2024Q4: 3,654 shares; 2025Q1: 3,272 shares; 2025Q2: not loaded; 2025Q3: 2,679 shares; 2025Q4: 2,634 shares; 2026Q1: 2,052 shares; 2026Q2: 2,121 shares; 2026Q3: 2,128 shares 2,128 $549K 0.1% +7 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; 2024Q4: 2,302 shares; 2025Q1: 2,357 shares; 2025Q2: not loaded; 2025Q3: 2,476 shares; 2025Q4: 2,351 shares; 2026Q1: 2,565 shares; 2026Q2: 2,697 shares; 2026Q3: 2,845 shares 2,845 $543K 0.09% +148 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,456 shares; 2025Q4: 3,462 shares; 2026Q1: 3,499 shares; 2026Q2: 3,569 shares; 2026Q3: 3,467 shares 3,467 $533K 0.09% -102 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; 2024Q4: 1,932 shares; 2025Q1: 2,036 shares; 2025Q2: not loaded; 2025Q3: 2,008 shares; 2025Q4: 2,023 shares; 2026Q1: 2,041 shares; 2026Q2: 2,005 shares; 2026Q3: 2,087 shares 2,087 $530K 0.09% +82 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,164 shares; 2026Q2: 11,112 shares; 2026Q3: 10,846 shares 10,846 $530K 0.09% -266 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; 2024Q4: 2,276 shares; 2025Q1: 2,293 shares; 2025Q2: not loaded; 2025Q3: 2,366 shares; 2025Q4: 2,380 shares; 2026Q1: 2,411 shares; 2026Q2: 2,359 shares; 2026Q3: 2,368 shares 2,368 $521K 0.09% +9 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; 2024Q4: 4,115 shares; 2025Q1: 4,122 shares; 2025Q2: not loaded; 2025Q3: 4,128 shares; 2025Q4: 3,846 shares; 2026Q1: 3,377 shares; 2026Q2: 3,084 shares; 2026Q3: 3,087 shares 3,087 $520K 0.09% +3 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,421 shares; 2026Q3: 5,714 shares 5,714 $516K 0.09% -2,707 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; 2024Q4: 3,936 shares; 2025Q1: 4,464 shares; 2025Q2: not loaded; 2025Q3: 5,207 shares; 2025Q4: 5,604 shares; 2026Q1: 5,747 shares; 2026Q2: 5,848 shares; 2026Q3: 12,063 shares 12,063 $502K 0.09% +6,215 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 8,141 shares; 2025Q4: 16,422 shares; 2026Q1: 24,063 shares; 2026Q2: 22,460 shares; 2026Q3: 24,870 shares 24,870 $500K 0.09% +2,410 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,952 shares; 2025Q1: 4,951 shares; 2025Q2: not loaded; 2025Q3: 4,742 shares; 2025Q4: 4,742 shares; 2026Q1: 4,742 shares; 2026Q2: 4,742 shares; 2026Q3: 4,742 shares 4,742 $493K 0.09% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,773 shares; 2025Q1: 3,773 shares; 2025Q2: not loaded; 2025Q3: 3,773 shares; 2025Q4: 3,773 shares; 2026Q1: 3,773 shares; 2026Q2: 3,773 shares; 2026Q3: 3,773 shares 3,773 $486K 0.08% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,595 shares; 2025Q1: 5,538 shares; 2025Q2: not loaded; 2025Q3: 5,014 shares; 2025Q4: 4,162 shares; 2026Q1: 3,905 shares; 2026Q2: 4,714 shares; 2026Q3: 5,164 shares 5,164 $485K 0.08% +450 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; 2024Q4: 1,046 shares; 2025Q1: 1,042 shares; 2025Q2: not loaded; 2025Q3: 1,049 shares; 2025Q4: 1,088 shares; 2026Q1: 1,145 shares; 2026Q2: 1,154 shares; 2026Q3: 1,185 shares 1,185 $470K 0.08% +31 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,009 shares; 2025Q1: 5,936 shares; 2025Q2: not loaded; 2025Q3: 4,517 shares; 2025Q4: 3,740 shares; 2026Q1: 3,073 shares; 2026Q2: 3,073 shares; 2026Q3: 3,073 shares 3,073 $467K 0.08% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 459,814 shares; 2025Q4: 461,664 shares; 2026Q1: 462,186 shares; 2026Q2: 462,338 shares; 2026Q3: 460,621 shares 460,621 $465K 0.08% -1,717 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,957 shares; 2025Q4: 2,103 shares; 2026Q1: 2,119 shares; 2026Q2: 2,124 shares; 2026Q3: 2,266 shares 2,266 $461K 0.08% +142 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 229 shares; 2025Q4: 230 shares; 2026Q1: 228 shares; 2026Q2: 2,280 shares; 2026Q3: 2,308 shares 2,308 $450K 0.08% +28 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,058 shares; 2025Q1: 2,161 shares; 2025Q2: not loaded; 2025Q3: 2,248 shares; 2025Q4: 2,464 shares; 2026Q1: 2,078 shares; 2026Q2: 2,066 shares; 2026Q3: 2,422 shares 2,422 $446K 0.08% +356 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; 2024Q4: 4,153 shares; 2025Q1: 3,115 shares; 2025Q2: not loaded; 2025Q3: 1,586 shares; 2025Q4: 1,425 shares; 2026Q1: 1,308 shares; 2026Q2: 968 shares; 2026Q3: 955 shares 955 $436K 0.08% -13 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; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: not loaded; 2025Q3: 2,219 shares; 2025Q4: 3,946 shares; 2026Q1: 3,946 shares; 2026Q2: 3,946 shares; 2026Q3: 3,946 shares 3,946 $429K 0.07% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 775 shares; 2026Q3: 795 shares 795 $428K 0.07% +20 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151 shares; 2025Q1: 149 shares; 2025Q2: not loaded; 2025Q3: 150 shares; 2025Q4: 149 shares; 2026Q1: 146 shares; 2026Q2: 149 shares; 2026Q3: 151 shares 151 $427K 0.07% +2 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; 2024Q4: 1,856 shares; 2025Q1: 1,883 shares; 2025Q2: not loaded; 2025Q3: 2,354 shares; 2025Q4: 2,392 shares; 2026Q1: 2,452 shares; 2026Q2: 2,265 shares; 2026Q3: 2,318 shares 2,318 $427K 0.07% +53 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 841 shares; 2026Q2: 843 shares; 2026Q3: 1,143 shares 1,143 $416K 0.07% +300 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,575 shares; 2026Q2: 9,490 shares; 2026Q3: 9,138 shares 9,138 $407K 0.07% -352 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; 2024Q4: 1,688 shares; 2025Q1: 1,723 shares; 2025Q2: not loaded; 2025Q3: 1,706 shares; 2025Q4: 1,782 shares; 2026Q1: 1,747 shares; 2026Q2: 1,765 shares; 2026Q3: 1,806 shares 1,806 $401K 0.07% +41 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,594 shares; 2025Q1: 1,570 shares; 2025Q2: not loaded; 2025Q3: 1,717 shares; 2025Q4: 1,671 shares; 2026Q1: 1,705 shares; 2026Q2: 1,744 shares; 2026Q3: 1,738 shares 1,738 $400K 0.07% -6 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,036 shares; 2025Q1: 1,027 shares; 2025Q2: not loaded; 2025Q3: 1,026 shares; 2025Q4: 1,037 shares; 2026Q1: 1,018 shares; 2026Q2: 1,040 shares; 2026Q3: 1,012 shares 1,012 $399K 0.07% -28 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,005 shares; 2025Q1: 1,887 shares; 2025Q2: not loaded; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares; 2026Q1: 1,887 shares; 2026Q2: 1,887 shares; 2026Q3: 1,887 shares 1,887 $397K 0.07% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,610 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,667 shares; 2025Q4: 1,729 shares; 2026Q1: 2,059 shares; 2026Q2: 2,014 shares; 2026Q3: 2,108 shares 2,108 $397K 0.07% +94 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; 2024Q4: 2,048 shares; 2025Q1: 1,860 shares; 2025Q2: not loaded; 2025Q3: 1,798 shares; 2025Q4: 1,828 shares; 2026Q1: 1,951 shares; 2026Q2: 1,740 shares; 2026Q3: 1,781 shares 1,781 $395K 0.07% +41 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,948 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,632 shares; 2026Q1: 2,168 shares; 2026Q2: 2,269 shares; 2026Q3: 2,508 shares 2,508 $393K 0.07% +239 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; 2024Q4: 1,531 shares; 2025Q1: 1,601 shares; 2025Q2: not loaded; 2025Q3: 1,693 shares; 2025Q4: 1,653 shares; 2026Q1: 1,657 shares; 2026Q2: 1,662 shares; 2026Q3: 1,650 shares 1,650 $385K 0.07% -12 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; 2024Q4: 1,354 shares; 2025Q1: 1,325 shares; 2025Q2: not loaded; 2025Q3: 1,325 shares; 2025Q4: 1,295 shares; 2026Q1: 1,271 shares; 2026Q2: 1,183 shares; 2026Q3: 1,133 shares 1,133 $383K 0.07% -50 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,853 shares; 2025Q4: 1,920 shares; 2026Q1: 2,022 shares; 2026Q2: 2,023 shares; 2026Q3: 4,481 shares 4,481 $378K 0.07% +2,458 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 428 shares; 2025Q1: 427 shares; 2025Q2: not loaded; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 432 shares; 2026Q2: 438 shares; 2026Q3: 441 shares 441 $377K 0.07% +3 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,447 shares; 2025Q1: 7,858 shares; 2025Q2: not loaded; 2025Q3: 7,721 shares; 2025Q4: 7,730 shares; 2026Q1: 7,766 shares; 2026Q2: 7,935 shares; 2026Q3: 8,014 shares 8,014 $373K 0.06% +79 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; 2024Q4: 2,920 shares; 2025Q1: 2,852 shares; 2025Q2: not loaded; 2025Q3: 3,724 shares; 2025Q4: 3,802 shares; 2026Q1: 3,621 shares; 2026Q2: 3,378 shares; 2026Q3: 3,521 shares 3,521 $369K 0.06% +143 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,225 shares; 2026Q2: 7,290 shares; 2026Q3: 7,290 shares 7,290 $369K 0.06% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,066 shares; 2026Q2: 824 shares; 2026Q3: 811 shares 811 $369K 0.06% -13 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,983 shares; 2026Q3: 2,263 shares 2,263 $364K 0.06% +280 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; 2024Q4: 1,404 shares; 2025Q1: 1,326 shares; 2025Q2: not loaded; 2025Q3: 1,222 shares; 2025Q4: 1,223 shares; 2026Q1: 1,188 shares; 2026Q2: 4,754 shares; 2026Q3: 4,596 shares 4,596 $360K 0.06% -158 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares; 2026Q2: 864 shares; 2026Q3: 910 shares 910 $360K 0.06% +46 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,847 shares; 2025Q4: 1,907 shares; 2026Q1: 1,965 shares; 2026Q2: 1,975 shares; 2026Q3: 2,046 shares 2,046 $357K 0.06% +71 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,777 shares; 2025Q1: 4,777 shares; 2025Q2: not loaded; 2025Q3: 4,370 shares; 2025Q4: 4,257 shares; 2026Q1: 3,687 shares; 2026Q2: 3,687 shares; 2026Q3: 3,671 shares 3,671 $357K 0.06% -16 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; 2024Q4: 1,201 shares; 2025Q1: 1,198 shares; 2025Q2: not loaded; 2025Q3: 1,226 shares; 2025Q4: 1,242 shares; 2026Q1: 1,173 shares; 2026Q2: 1,197 shares; 2026Q3: 1,151 shares 1,151 $350K 0.06% -46 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 367 shares; 2026Q3: 371 shares 371 $342K 0.06% +4 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; 2024Q4: 556 shares; 2025Q1: 573 shares; 2025Q2: not loaded; 2025Q3: 536 shares; 2025Q4: 567 shares; 2026Q1: 588 shares; 2026Q2: 637 shares; 2026Q3: 653 shares 653 $341K 0.06% +16 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; 2024Q4: 711 shares; 2025Q1: 695 shares; 2025Q2: not loaded; 2025Q3: 720 shares; 2025Q4: 760 shares; 2026Q1: 746 shares; 2026Q2: 800 shares; 2026Q3: 839 shares 839 $341K 0.06% +39 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,547 shares; 2025Q1: 8,498 shares; 2025Q2: not loaded; 2025Q3: 8,564 shares; 2025Q4: 8,586 shares; 2026Q1: 8,606 shares; 2026Q2: 8,621 shares; 2026Q3: 8,682 shares 8,682 $339K 0.06% +61 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 4,412 shares; 2026Q1: 4,562 shares; 2026Q2: 4,707 shares; 2026Q3: 4,823 shares 4,823 $338K 0.06% +116 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 787 shares; 2026Q3: 870 shares 870 $337K 0.06% +83 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,054 shares; 2026Q2: 9,086 shares; 2026Q3: 8,362 shares 8,362 $334K 0.06% -724 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,762 shares; 2026Q3: 13,814 shares 13,814 $326K 0.06% +52 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 925 shares; 2025Q2: not loaded; 2025Q3: 1,023 shares; 2025Q4: 1,208 shares; 2026Q1: 1,260 shares; 2026Q2: 1,235 shares; 2026Q3: 1,122 shares 1,122 $322K 0.06% -113 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not loaded; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $321K 0.06% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,093 shares; 2025Q4: 1,267 shares; 2026Q1: 1,091 shares; 2026Q2: 1,146 shares; 2026Q3: 1,201 shares 1,201 $316K 0.05% +55 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 879 shares; 2025Q1: 868 shares; 2025Q2: not loaded; 2025Q3: 884 shares; 2025Q4: 876 shares; 2026Q1: 897 shares; 2026Q2: 944 shares; 2026Q3: 972 shares 972 $316K 0.05% +28 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; 2024Q4: 15,540 shares; 2025Q1: 15,540 shares; 2025Q2: not loaded; 2025Q3: 15,540 shares; 2025Q4: 15,540 shares; 2026Q1: 15,540 shares; 2026Q2: 15,540 shares; 2026Q3: 15,540 shares 15,540 $307K 0.05% 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; 2024Q4: not reported; 2025Q1: 1,194 shares; 2025Q2: not loaded; 2025Q3: 1,227 shares; 2025Q4: 935 shares; 2026Q1: 1,194 shares; 2026Q2: 1,625 shares; 2026Q3: 1,651 shares 1,651 $307K 0.05% +26 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,122 shares 1,122 $307K 0.05% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,074 shares; 2025Q1: 1,078 shares; 2025Q2: not loaded; 2025Q3: 1,086 shares; 2025Q4: 1,277 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,398 shares 1,398 $304K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,731 shares; 2026Q1: 1,864 shares; 2026Q2: 1,901 shares; 2026Q3: 2,034 shares 2,034 $303K 0.05% +133 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; 2024Q4: 12,992 shares; 2025Q1: 12,485 shares; 2025Q2: not loaded; 2025Q3: 13,094 shares; 2025Q4: 12,953 shares; 2026Q1: 13,488 shares; 2026Q2: 12,840 shares; 2026Q3: 12,359 shares 12,359 $302K 0.05% -481 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,780 shares; 2026Q1: 1,926 shares; 2026Q2: 2,027 shares; 2026Q3: 2,014 shares 2,014 $299K 0.05% -13 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,445 shares; 2025Q1: 1,401 shares; 2025Q2: not loaded; 2025Q3: 1,481 shares; 2025Q4: 1,418 shares; 2026Q1: 1,487 shares; 2026Q2: 1,256 shares; 2026Q3: 1,137 shares 1,137 $298K 0.05% -119 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,306 shares; 2026Q3: 1,653 shares 1,653 $295K 0.05% +347 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; 2024Q4: 1,256 shares; 2025Q1: 1,237 shares; 2025Q2: not loaded; 2025Q3: 1,251 shares; 2025Q4: 1,245 shares; 2026Q1: 1,246 shares; 2026Q2: 1,283 shares; 2026Q3: 1,352 shares 1,352 $294K 0.05% +69 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,723 shares; 2025Q1: 2,700 shares; 2025Q2: not loaded; 2025Q3: 2,713 shares; 2025Q4: 2,711 shares; 2026Q1: 2,718 shares; 2026Q2: 2,747 shares; 2026Q3: 2,801 shares 2,801 $293K 0.05% +54 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,025 shares; 2025Q1: 1,011 shares; 2025Q2: not loaded; 2025Q3: 967 shares; 2025Q4: 970 shares; 2026Q1: 975 shares; 2026Q2: 990 shares; 2026Q3: 1,017 shares 1,017 $290K 0.05% +27 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,602 shares; 2026Q2: 2,759 shares; 2026Q3: 2,707 shares 2,707 $287K 0.05% -52 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; 2024Q4: 8,124 shares; 2025Q1: 7,999 shares; 2025Q2: not loaded; 2025Q3: 7,290 shares; 2025Q4: 4,985 shares; 2026Q1: 5,505 shares; 2026Q2: 5,834 shares; 2026Q3: 6,246 shares 6,246 $287K 0.05% +412 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,349 shares 1,349 $285K 0.05% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,733 shares; 2025Q1: 2,703 shares; 2025Q2: not loaded; 2025Q3: 2,568 shares; 2025Q4: 2,611 shares; 2026Q1: 2,618 shares; 2026Q2: 2,598 shares; 2026Q3: 2,568 shares 2,568 $282K 0.05% -30 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,078 shares; 2025Q4: 3,232 shares; 2026Q1: 2,781 shares; 2026Q2: 2,657 shares; 2026Q3: 2,844 shares 2,844 $278K 0.05% +187 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,616 shares; 2026Q3: 1,782 shares 1,782 $276K 0.05% +166 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 392 shares; 2025Q1: 388 shares; 2025Q2: not loaded; 2025Q3: 412 shares; 2025Q4: 2,080 shares; 2026Q1: 2,067 shares; 2026Q2: not reported; 2026Q3: 2,054 shares 2,054 $275K 0.05% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,873 shares; 2025Q1: 4,866 shares; 2025Q2: not loaded; 2025Q3: 5,167 shares; 2025Q4: 5,393 shares; 2026Q1: 3,741 shares; 2026Q2: 2,768 shares; 2026Q3: 2,747 shares 2,747 $271K 0.05% -21 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; 2024Q4: 894 shares; 2025Q1: 860 shares; 2025Q2: not loaded; 2025Q3: 865 shares; 2025Q4: 813 shares; 2026Q1: 816 shares; 2026Q2: 815 shares; 2026Q3: 877 shares 877 $271K 0.05% +62 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 917 shares; 2025Q2: not loaded; 2025Q3: 1,158 shares; 2025Q4: 1,143 shares; 2026Q1: 963 shares; 2026Q2: 969 shares; 2026Q3: 1,001 shares 1,001 $269K 0.05% +32 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; 2024Q4: not reported; 2025Q1: 3,455 shares; 2025Q2: not loaded; 2025Q3: 3,655 shares; 2025Q4: 3,625 shares; 2026Q1: 3,657 shares; 2026Q2: 3,905 shares; 2026Q3: 3,989 shares 3,989 $269K 0.05% +84 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 558 shares; 2025Q1: 541 shares; 2025Q2: not loaded; 2025Q3: 551 shares; 2025Q4: 551 shares; 2026Q1: 561 shares; 2026Q2: 578 shares; 2026Q3: 587 shares 587 $267K 0.05% +9 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,024 shares; 2025Q1: 1,908 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,869 shares; 2026Q2: 2,003 shares; 2026Q3: 2,074 shares 2,074 $260K 0.04% +71 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 3,041 shares; 2026Q1: 3,090 shares; 2026Q2: 3,160 shares; 2026Q3: 3,291 shares 3,291 $253K 0.04% +131 Timeline SKYY 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; 2024Q4: 1,763 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,763 shares; 2025Q4: 1,623 shares; 2026Q1: not reported; 2026Q2: 1,533 shares; 2026Q3: 1,533 shares 1,533 $251K 0.04% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 793 shares; 2026Q3: 913 shares 913 $250K 0.04% +120 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,447 shares; 2025Q1: 2,390 shares; 2025Q2: not loaded; 2025Q3: 2,074 shares; 2025Q4: 2,163 shares; 2026Q1: 1,226 shares; 2026Q2: 1,383 shares; 2026Q3: 1,082 shares 1,082 $248K 0.04% -301 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,033 shares; 2025Q2: not loaded; 2025Q3: 5,033 shares; 2025Q4: 5,033 shares; 2026Q1: 5,033 shares; 2026Q2: 5,033 shares; 2026Q3: 5,033 shares 5,033 $248K 0.04% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,179 shares; 2025Q1: 1,158 shares; 2025Q2: not loaded; 2025Q3: 1,163 shares; 2025Q4: 1,151 shares; 2026Q1: 1,260 shares; 2026Q2: 1,249 shares; 2026Q3: 1,200 shares 1,200 $245K 0.04% -49 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,817 shares 3,817 $244K 0.04% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,229 shares; 2025Q1: 1,292 shares; 2025Q2: not loaded; 2025Q3: 1,276 shares; 2025Q4: 1,235 shares; 2026Q1: 851 shares; 2026Q2: 1,130 shares; 2026Q3: 1,015 shares 1,015 $244K 0.04% -115 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 544 shares 544 $242K 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 945 shares 945 $241K 0.04% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 681 shares; 2026Q3: 771 shares 771 $239K 0.04% +90 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,011 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,581 shares; 2026Q2: 2,566 shares; 2026Q3: 2,581 shares 2,581 $238K 0.04% +15 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; 2024Q4: 54 shares; 2025Q1: 57 shares; 2025Q2: not loaded; 2025Q3: 55 shares; 2025Q4: 66 shares; 2026Q1: 60 shares; 2026Q2: 1,355 shares; 2026Q3: 1,453 shares 1,453 $237K 0.04% +98 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,206 shares; 2025Q1: 17,567 shares; 2025Q2: not loaded; 2025Q3: 18,260 shares; 2025Q4: 18,430 shares; 2026Q1: 18,777 shares; 2026Q2: 19,001 shares; 2026Q3: 19,571 shares 19,571 $236K 0.04% +570 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; 2024Q4: 1,762 shares; 2025Q1: 1,696 shares; 2025Q2: not loaded; 2025Q3: 1,754 shares; 2025Q4: 1,769 shares; 2026Q1: 1,946 shares; 2026Q2: 2,103 shares; 2026Q3: 1,773 shares 1,773 $235K 0.04% -330 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 799 shares 799 $234K 0.04% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,702 shares 2,702 $233K 0.04% new 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; 2024Q4: 1,893 shares; 2025Q1: 1,888 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 1,821 shares; 2026Q1: not reported; 2026Q2: 1,989 shares; 2026Q3: 2,049 shares 2,049 $233K 0.04% +60 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 554 shares; 2026Q3: 579 shares 579 $232K 0.04% +25 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,333 shares; 2025Q1: 4,333 shares; 2025Q2: not loaded; 2025Q3: 4,333 shares; 2025Q4: 4,333 shares; 2026Q1: 4,333 shares; 2026Q2: 4,333 shares; 2026Q3: 4,333 shares 4,333 $231K 0.04% 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; 2024Q4: 1,382 shares; 2025Q1: 1,373 shares; 2025Q2: not loaded; 2025Q3: 1,411 shares; 2025Q4: 1,362 shares; 2026Q1: 1,437 shares; 2026Q2: not reported; 2026Q3: 1,521 shares 1,521 $231K 0.04% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,385 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,387 shares; 2025Q4: 1,380 shares; 2026Q1: 1,362 shares; 2026Q2: 1,344 shares; 2026Q3: 1,311 shares 1,311 $230K 0.04% -33 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,081 shares; 2025Q4: 1,104 shares; 2026Q1: 1,142 shares; 2026Q2: 1,146 shares; 2026Q3: 1,188 shares 1,188 $229K 0.04% +42 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: 2,572 shares; 2026Q1: not reported; 2026Q2: 2,499 shares; 2026Q3: 2,684 shares 2,684 $229K 0.04% +185 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 811 shares 811 $225K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,446 shares; 2026Q3: 2,596 shares 2,596 $222K 0.04% +150 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,684 shares; 2025Q1: 3,817 shares; 2025Q2: not loaded; 2025Q3: 3,207 shares; 2025Q4: 3,182 shares; 2026Q1: 1,695 shares; 2026Q2: 2,151 shares; 2026Q3: 1,745 shares 1,745 $221K 0.04% -406 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 925 shares; 2026Q3: 944 shares 944 $221K 0.04% +19 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 732 shares; 2025Q1: 469 shares; 2025Q2: not loaded; 2025Q3: 456 shares; 2025Q4: 428 shares; 2026Q1: 440 shares; 2026Q2: 482 shares; 2026Q3: 455 shares 455 $220K 0.04% -27 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 215 shares; 2026Q3: 217 shares 217 $220K 0.04% +2 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 689 shares 689 $219K 0.04% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 965 shares; 2026Q2: 1,027 shares; 2026Q3: 962 shares 962 $218K 0.04% -65 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,213 shares; 2025Q1: 1,077 shares; 2025Q2: not loaded; 2025Q3: 1,089 shares; 2025Q4: 1,104 shares; 2026Q1: 1,010 shares; 2026Q2: 899 shares; 2026Q3: 779 shares 779 $215K 0.04% -120 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 789 shares; 2025Q1: 769 shares; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 548 shares 548 $213K 0.04% new 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; 2024Q4: 1,057 shares; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 937 shares; 2026Q2: 937 shares; 2026Q3: 916 shares 916 $212K 0.04% -21 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,830 shares 1,830 $211K 0.04% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,458 shares 1,458 $211K 0.04% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,382 shares 2,382 $210K 0.04% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,749 shares; 2026Q2: not reported; 2026Q3: 1,814 shares 1,814 $209K 0.04% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 950 shares 950 $209K 0.04% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,361 shares 1,361 $207K 0.04% new 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; 2024Q4: 1,282 shares; 2025Q1: 1,275 shares; 2025Q2: not loaded; 2025Q3: 1,265 shares; 2025Q4: 1,268 shares; 2026Q1: 1,309 shares; 2026Q2: 1,227 shares; 2026Q3: 1,259 shares 1,259 $205K 0.04% +32 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,311 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,735 shares; 2026Q3: 1,498 shares 1,498 $205K 0.04% -237 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,775 shares; 2026Q3: 1,810 shares 1,810 $202K 0.04% +35 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; 2024Q4: 2,200 shares; 2025Q1: 1,521 shares; 2025Q2: not loaded; 2025Q3: 1,111 shares; 2025Q4: not reported; 2026Q1: 689 shares; 2026Q2: 737 shares; 2026Q3: 725 shares 725 $202K 0.03% -12 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; 2024Q4: 642 shares; 2025Q1: 635 shares; 2025Q2: not loaded; 2025Q3: 750 shares; 2025Q4: 717 shares; 2026Q1: 690 shares; 2026Q2: not reported; 2026Q3: 621 shares 621 $201K 0.03% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,573 shares 5,573 $200K 0.03% new Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,030 shares; 2026Q3: 12,144 shares 12,144 $111K 0.02% +114 Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,860 shares; 2026Q3: 13,075 shares 13,075 $82.2K 0.01% +1,215 Timeline