NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,896 shares; 2025Q1: 56,541 shares; 2025Q2: 55,320 shares; 2025Q3: 54,723 shares; 2025Q4: 53,167 shares; 2026Q1: 52,641 shares; 2026Q2: 47,091 shares; 2026Q3: 44,742 shares 44,742 $10.2M 3.88% -2,349 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: 34,802 shares; 2025Q1: 35,330 shares; 2025Q2: 35,209 shares; 2025Q3: 35,101 shares; 2025Q4: 33,942 shares; 2026Q1: 35,158 shares; 2026Q2: 31,965 shares; 2026Q3: 30,604 shares 30,604 $10.2M 3.87% -1,361 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: 12,283 shares; 2025Q1: not reported; 2025Q2: 12,157 shares; 2025Q3: 12,147 shares; 2025Q4: 11,800 shares; 2026Q1: 11,829 shares; 2026Q2: 11,762 shares; 2026Q3: 11,149 shares 11,149 $8.25M 3.14% -613 Timeline ZVRA ZEVRA THERAPEUTICS INC More: the full row for ZEVRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 514,832 shares; 2025Q1: 550,180 shares; 2025Q2: 553,297 shares; 2025Q3: 600,770 shares; 2025Q4: 662,976 shares; 2026Q1: 651,148 shares; 2026Q2: 634,410 shares; 2026Q3: 612,329 shares 612,329 $6.72M 2.55% -22,081 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: 18,304 shares; 2025Q1: 18,862 shares; 2025Q2: 18,959 shares; 2025Q3: 18,974 shares; 2025Q4: 18,073 shares; 2026Q1: 18,727 shares; 2026Q2: 17,727 shares; 2026Q3: 17,183 shares 17,183 $5.91M 2.25% -544 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: 6,975 shares; 2025Q1: 6,893 shares; 2025Q2: 6,766 shares; 2025Q3: 6,785 shares; 2025Q4: 6,876 shares; 2026Q1: 7,433 shares; 2026Q2: 7,757 shares; 2026Q3: 7,530 shares 7,530 $5.46M 2.08% -227 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: 20,090 shares; 2025Q1: 19,727 shares; 2025Q2: 20,062 shares; 2025Q3: 20,110 shares; 2025Q4: 20,041 shares; 2026Q1: 20,341 shares; 2026Q2: 20,235 shares; 2026Q3: 19,356 shares 19,356 $5.06M 1.92% -879 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: 8,965 shares; 2025Q1: 9,747 shares; 2025Q2: 9,516 shares; 2025Q3: 9,474 shares; 2025Q4: 9,680 shares; 2026Q1: 9,882 shares; 2026Q2: 9,903 shares; 2026Q3: 9,751 shares 9,751 $5M 1.9% -152 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: 20,526 shares; 2025Q1: 20,746 shares; 2025Q2: 20,692 shares; 2025Q3: 20,554 shares; 2025Q4: 20,609 shares; 2026Q1: 20,778 shares; 2026Q2: 19,955 shares; 2026Q3: 19,391 shares 19,391 $4.83M 1.84% -564 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: 15,977 shares; 2025Q1: 16,252 shares; 2025Q2: 16,233 shares; 2025Q3: 16,299 shares; 2025Q4: 15,144 shares; 2026Q1: 15,689 shares; 2026Q2: 14,689 shares; 2026Q3: 14,022 shares 14,022 $4.78M 1.82% -667 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: 15,939 shares; 2025Q1: 15,595 shares; 2025Q2: 15,893 shares; 2025Q3: 15,302 shares; 2025Q4: 15,033 shares; 2026Q1: 15,237 shares; 2026Q2: 13,500 shares; 2026Q3: 12,798 shares 12,798 $4.49M 1.71% -702 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: 15,527 shares; 2025Q1: 16,582 shares; 2025Q2: 16,918 shares; 2025Q3: 17,612 shares; 2025Q4: 22,628 shares; 2026Q1: 20,540 shares; 2026Q2: 23,187 shares; 2026Q3: 21,695 shares 21,695 $4.04M 1.53% -1,492 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: 9,437 shares; 2025Q1: 9,748 shares; 2025Q2: 9,803 shares; 2025Q3: 9,658 shares; 2025Q4: 8,999 shares; 2026Q1: 9,339 shares; 2026Q2: 9,136 shares; 2026Q3: 8,981 shares 8,981 $3.86M 1.47% -155 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,647 shares; 2025Q1: 29,411 shares; 2025Q2: 27,456 shares; 2025Q3: 25,892 shares; 2025Q4: 53,623 shares; 2026Q1: 47,921 shares; 2026Q2: 44,551 shares; 2026Q3: 46,144 shares 46,144 $3.6M 1.37% +1,593 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,612 shares; 2025Q1: 27,782 shares; 2025Q2: 28,276 shares; 2025Q3: 27,372 shares; 2025Q4: 28,406 shares; 2026Q1: 29,921 shares; 2026Q2: 29,689 shares; 2026Q3: 29,677 shares 29,677 $3.33M 1.26% -12 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137,185 shares; 2025Q1: 139,565 shares; 2025Q2: 141,504 shares; 2025Q3: 143,043 shares; 2025Q4: 144,489 shares; 2026Q1: 145,299 shares; 2026Q2: 146,441 shares; 2026Q3: 144,132 shares 144,132 $3.07M 1.17% -2,309 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: 10,413 shares; 2025Q1: 10,178 shares; 2025Q2: 10,036 shares; 2025Q3: 9,967 shares; 2025Q4: 9,698 shares; 2026Q1: 9,645 shares; 2026Q2: 38,051 shares; 2026Q3: 37,129 shares 37,129 $2.91M 1.11% -922 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: 8,649 shares; 2025Q1: 8,588 shares; 2025Q2: 8,372 shares; 2025Q3: 8,366 shares; 2025Q4: 8,399 shares; 2026Q1: 8,466 shares; 2026Q2: 8,262 shares; 2026Q3: 8,098 shares 8,098 $2.91M 1.11% -164 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: 15,429 shares; 2025Q1: not reported; 2025Q2: 15,597 shares; 2025Q3: 15,638 shares; 2025Q4: 15,011 shares; 2026Q1: 15,073 shares; 2026Q2: 15,046 shares; 2026Q3: 14,693 shares 14,693 $2.73M 1.04% -353 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: 2,341 shares; 2025Q1: 2,793 shares; 2025Q2: 2,740 shares; 2025Q3: 2,513 shares; 2025Q4: 2,412 shares; 2026Q1: 2,419 shares; 2026Q2: 2,403 shares; 2026Q3: 2,320 shares 2,320 $2.68M 1.02% -83 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: 2,813 shares; 2025Q1: 2,839 shares; 2025Q2: 2,819 shares; 2025Q3: 2,840 shares; 2025Q4: 2,832 shares; 2026Q1: 2,832 shares; 2026Q2: 2,796 shares; 2026Q3: 2,764 shares 2,764 $2.49M 0.95% -32 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: 32,373 shares; 2025Q1: 32,374 shares; 2025Q2: 33,105 shares; 2025Q3: 25,963 shares; 2025Q4: 24,843 shares; 2026Q1: 24,182 shares; 2026Q2: 20,432 shares; 2026Q3: 20,527 shares 20,527 $2.47M 0.94% +95 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: 12,669 shares; 2025Q1: 12,609 shares; 2025Q2: 12,449 shares; 2025Q3: 12,454 shares; 2025Q4: 12,548 shares; 2026Q1: 12,594 shares; 2026Q2: 12,648 shares; 2026Q3: 12,540 shares 12,540 $2.39M 0.91% -108 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: 4,061 shares; 2025Q1: 4,324 shares; 2025Q2: 4,274 shares; 2025Q3: 4,404 shares; 2025Q4: 4,446 shares; 2026Q1: 4,562 shares; 2026Q2: 26,774 shares; 2026Q3: 26,070 shares 26,070 $2.35M 0.89% -704 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,788 shares; 2025Q1: 32,396 shares; 2025Q2: 28,523 shares; 2025Q3: 26,600 shares; 2025Q4: 50,465 shares; 2026Q1: 48,910 shares; 2026Q2: 24,707 shares; 2026Q3: 24,276 shares 24,276 $2.34M 0.89% -431 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: 4,263 shares; 2025Q1: 4,171 shares; 2025Q2: 4,441 shares; 2025Q3: 3,932 shares; 2025Q4: 3,877 shares; 2026Q1: 3,615 shares; 2026Q2: 2,386 shares; 2026Q3: 2,159 shares 2,159 $2.3M 0.87% -227 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: 44,343 shares; 2025Q1: 44,743 shares; 2025Q2: 43,994 shares; 2025Q3: 43,761 shares; 2025Q4: 42,538 shares; 2026Q1: 42,996 shares; 2026Q2: 42,815 shares; 2026Q3: 41,535 shares 41,535 $2.26M 0.86% -1,280 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; 2024Q4: 78,275 shares; 2025Q1: 78,431 shares; 2025Q2: 78,233 shares; 2025Q3: 79,167 shares; 2025Q4: 78,112 shares; 2026Q1: 77,176 shares; 2026Q2: 76,764 shares; 2026Q3: 74,479 shares 74,479 $2.25M 0.85% -2,285 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: 27,528 shares; 2025Q1: 27,017 shares; 2025Q2: 26,605 shares; 2025Q3: 26,157 shares; 2025Q4: 25,617 shares; 2026Q1: 26,916 shares; 2026Q2: 25,323 shares; 2026Q3: 25,022 shares 25,022 $2.14M 0.82% -301 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: 11,256 shares; 2025Q1: 11,991 shares; 2025Q2: 11,790 shares; 2025Q3: 12,165 shares; 2025Q4: 12,077 shares; 2026Q1: 13,067 shares; 2026Q2: 11,748 shares; 2026Q3: 11,192 shares 11,192 $2.06M 0.78% -556 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,573 shares; 2025Q1: 23,524 shares; 2025Q2: 23,482 shares; 2025Q3: 23,507 shares; 2025Q4: 23,261 shares; 2026Q1: 23,424 shares; 2026Q2: 23,051 shares; 2026Q3: 22,601 shares 22,601 $2.03M 0.77% -450 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: 2,040 shares; 2025Q1: 2,040 shares; 2025Q2: 2,046 shares; 2025Q3: 2,050 shares; 2025Q4: 2,008 shares; 2026Q1: 2,014 shares; 2026Q2: 15,461 shares; 2026Q3: 15,486 shares 15,486 $1.95M 0.74% +25 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,152 shares; 2025Q1: 19,081 shares; 2025Q2: 14,602 shares; 2025Q3: 14,053 shares; 2025Q4: 13,695 shares; 2026Q1: 14,163 shares; 2026Q2: 12,570 shares; 2026Q3: 12,068 shares 12,068 $1.92M 0.73% -502 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: 541 shares; 2025Q1: 591 shares; 2025Q2: 4,210 shares; 2025Q3: 5,806 shares; 2025Q4: 5,805 shares; 2026Q1: 2,646 shares; 2026Q2: 6,551 shares; 2026Q3: 5,113 shares 5,113 $1.88M 0.71% -1,438 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; 2024Q4: 7,487 shares; 2025Q1: 7,375 shares; 2025Q2: 7,189 shares; 2025Q3: 6,990 shares; 2025Q4: 6,953 shares; 2026Q1: 6,933 shares; 2026Q2: 6,752 shares; 2026Q3: 6,570 shares 6,570 $1.87M 0.71% -182 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: 28,948 shares; 2025Q1: 30,145 shares; 2025Q2: 30,462 shares; 2025Q3: 32,613 shares; 2025Q4: 31,716 shares; 2026Q1: 30,895 shares; 2026Q2: 29,810 shares; 2026Q3: 26,427 shares 26,427 $1.85M 0.7% -3,383 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,420 shares; 2025Q1: 3,415 shares; 2025Q2: 3,410 shares; 2025Q3: 3,440 shares; 2025Q4: 7,750 shares; 2026Q1: 14,688 shares; 2026Q2: 29,702 shares; 2026Q3: 39,663 shares 39,663 $1.79M 0.68% +9,961 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: 7,970 shares; 2025Q1: 8,244 shares; 2025Q2: 8,595 shares; 2025Q3: 8,673 shares; 2025Q4: 8,668 shares; 2026Q1: 8,489 shares; 2026Q2: 8,472 shares; 2026Q3: 8,404 shares 8,404 $1.72M 0.65% -68 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: 9,013 shares; 2025Q1: 9,024 shares; 2025Q2: 9,001 shares; 2025Q3: 9,031 shares; 2025Q4: 9,106 shares; 2026Q1: 9,057 shares; 2026Q2: 8,950 shares; 2026Q3: 8,833 shares 8,833 $1.66M 0.63% -117 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: 2,314 shares; 2025Q1: 2,335 shares; 2025Q2: 2,338 shares; 2025Q3: 2,411 shares; 2025Q4: 2,156 shares; 2026Q1: 2,205 shares; 2026Q2: 2,086 shares; 2026Q3: 2,045 shares 2,045 $1.66M 0.63% -41 Timeline TDIV 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: 15,336 shares; 2025Q1: 15,395 shares; 2025Q2: 15,447 shares; 2025Q3: 15,414 shares; 2025Q4: 15,506 shares; 2026Q1: 15,664 shares; 2026Q2: 14,959 shares; 2026Q3: 13,961 shares 13,961 $1.58M 0.6% -998 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: 11,144 shares; 2025Q1: 11,311 shares; 2025Q2: 11,361 shares; 2025Q3: 11,324 shares; 2025Q4: 11,316 shares; 2026Q1: 11,320 shares; 2026Q2: 11,227 shares; 2026Q3: 10,483 shares 10,483 $1.56M 0.59% -744 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: 6,206 shares; 2025Q1: 6,309 shares; 2025Q2: 6,590 shares; 2025Q3: 6,516 shares; 2025Q4: 6,363 shares; 2026Q1: 6,428 shares; 2026Q2: 6,225 shares; 2026Q3: 5,956 shares 5,956 $1.52M 0.58% -269 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: 4,600 shares; 2025Q1: 4,654 shares; 2025Q2: 4,708 shares; 2025Q3: 4,799 shares; 2025Q4: 4,757 shares; 2026Q1: 4,773 shares; 2026Q2: 4,493 shares; 2026Q3: 4,437 shares 4,437 $1.47M 0.56% -56 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: 9,278 shares; 2025Q1: 9,705 shares; 2025Q2: 9,938 shares; 2025Q3: 10,326 shares; 2025Q4: 10,349 shares; 2026Q1: 10,566 shares; 2026Q2: 10,597 shares; 2026Q3: 10,096 shares 10,096 $1.47M 0.56% -501 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: 5,255 shares; 2025Q1: 5,945 shares; 2025Q2: 5,854 shares; 2025Q3: 5,988 shares; 2025Q4: 5,849 shares; 2026Q1: 5,948 shares; 2026Q2: 5,544 shares; 2026Q3: 5,523 shares 5,523 $1.46M 0.56% -21 Timeline QQQM 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; 2024Q4: 3,168 shares; 2025Q1: 3,635 shares; 2025Q2: 3,782 shares; 2025Q3: 3,983 shares; 2025Q4: 4,122 shares; 2026Q1: 4,341 shares; 2026Q2: 4,373 shares; 2026Q3: 4,789 shares 4,789 $1.46M 0.55% +416 Timeline TOAK MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,033 shares; 2025Q1: 44,227 shares; 2025Q2: 67,511 shares; 2025Q3: 71,184 shares; 2025Q4: 85,232 shares; 2026Q1: 85,146 shares; 2026Q2: 70,361 shares; 2026Q3: 49,838 shares 49,838 $1.45M 0.55% -20,523 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,373 shares; 2025Q1: 12,855 shares; 2025Q2: 14,501 shares; 2025Q3: 14,668 shares; 2025Q4: 13,570 shares; 2026Q1: 15,348 shares; 2026Q2: 15,708 shares; 2026Q3: 16,112 shares 16,112 $1.45M 0.55% +404 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: 18,290 shares; 2025Q1: 18,434 shares; 2025Q2: 18,471 shares; 2025Q3: 18,669 shares; 2025Q4: 18,582 shares; 2026Q1: 18,516 shares; 2026Q2: 18,393 shares; 2026Q3: 18,037 shares 18,037 $1.44M 0.55% -356 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: 9,481 shares; 2025Q1: 9,487 shares; 2025Q2: 9,503 shares; 2025Q3: 9,448 shares; 2025Q4: 9,430 shares; 2026Q1: 9,536 shares; 2026Q2: 9,538 shares; 2026Q3: 9,376 shares 9,376 $1.43M 0.54% -162 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; 2024Q4: 8,986 shares; 2025Q1: 8,925 shares; 2025Q2: 9,107 shares; 2025Q3: 9,041 shares; 2025Q4: 9,064 shares; 2026Q1: 9,132 shares; 2026Q2: 9,057 shares; 2026Q3: 8,850 shares 8,850 $1.37M 0.52% -207 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; 2024Q4: 10,312 shares; 2025Q1: 17,445 shares; 2025Q2: 18,330 shares; 2025Q3: 18,903 shares; 2025Q4: 17,183 shares; 2026Q1: 14,673 shares; 2026Q2: 17,861 shares; 2026Q3: 12,629 shares 12,629 $1.36M 0.52% -5,232 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: 1,852 shares; 2025Q1: 1,851 shares; 2025Q2: 1,841 shares; 2025Q3: 1,838 shares; 2025Q4: 1,842 shares; 2026Q1: 1,847 shares; 2026Q2: 1,844 shares; 2026Q3: 1,880 shares 1,880 $1.32M 0.5% +36 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: 4,163 shares; 2025Q1: 4,067 shares; 2025Q2: 4,113 shares; 2025Q3: 4,186 shares; 2025Q4: 4,236 shares; 2026Q1: 4,259 shares; 2026Q2: 4,316 shares; 2026Q3: 4,339 shares 4,339 $1.23M 0.47% +23 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: 13,206 shares; 2025Q1: 14,710 shares; 2025Q2: 13,733 shares; 2025Q3: 13,159 shares; 2025Q4: 12,802 shares; 2026Q1: 12,672 shares; 2026Q2: 11,581 shares; 2026Q3: 10,670 shares 10,670 $1.23M 0.47% -911 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: 10,021 shares; 2025Q1: 10,289 shares; 2025Q2: 10,344 shares; 2025Q3: 10,224 shares; 2025Q4: 10,125 shares; 2026Q1: 10,210 shares; 2026Q2: 9,817 shares; 2026Q3: 9,453 shares 9,453 $1.22M 0.47% -364 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,281 shares; 2025Q1: 17,021 shares; 2025Q2: 16,780 shares; 2025Q3: 16,798 shares; 2025Q4: 16,447 shares; 2026Q1: 16,513 shares; 2026Q2: 16,240 shares; 2026Q3: 16,001 shares 16,001 $1.21M 0.46% -239 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: 7,403 shares; 2025Q1: 7,405 shares; 2025Q2: 7,134 shares; 2025Q3: 7,108 shares; 2025Q4: 7,107 shares; 2026Q1: 7,179 shares; 2026Q2: 7,113 shares; 2026Q3: 6,885 shares 6,885 $1.21M 0.46% -228 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,250 shares; 2025Q1: 11,432 shares; 2025Q2: 11,455 shares; 2025Q3: 11,366 shares; 2025Q4: 11,308 shares; 2026Q1: 11,048 shares; 2026Q2: 11,013 shares; 2026Q3: 10,823 shares 10,823 $1.2M 0.46% -190 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: 11,692 shares; 2025Q1: 11,893 shares; 2025Q2: 11,853 shares; 2025Q3: 11,738 shares; 2025Q4: 11,258 shares; 2026Q1: 11,465 shares; 2026Q2: 11,883 shares; 2026Q3: 11,605 shares 11,605 $1.15M 0.44% -278 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: 6,324 shares; 2025Q1: 6,311 shares; 2025Q2: 6,291 shares; 2025Q3: 6,253 shares; 2025Q4: 5,864 shares; 2026Q1: 5,888 shares; 2026Q2: 5,809 shares; 2026Q3: 5,699 shares 5,699 $1.14M 0.43% -110 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: 4,991 shares; 2025Q1: 4,957 shares; 2025Q2: 4,895 shares; 2025Q3: 4,889 shares; 2025Q4: 4,768 shares; 2026Q1: 4,763 shares; 2026Q2: 4,922 shares; 2026Q3: 4,919 shares 4,919 $1.14M 0.43% -3 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: 14,143 shares; 2025Q1: 14,125 shares; 2025Q2: 14,076 shares; 2025Q3: 14,172 shares; 2025Q4: 14,106 shares; 2026Q1: 13,968 shares; 2026Q2: 13,907 shares; 2026Q3: 13,684 shares 13,684 $1.13M 0.43% -223 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: 10,525 shares; 2025Q1: 11,456 shares; 2025Q2: 11,452 shares; 2025Q3: 11,216 shares; 2025Q4: 10,817 shares; 2026Q1: 10,810 shares; 2026Q2: 10,726 shares; 2026Q3: 10,763 shares 10,763 $1.12M 0.43% +37 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: 1,764 shares; 2025Q1: 1,716 shares; 2025Q2: 1,704 shares; 2025Q3: 1,703 shares; 2025Q4: 16,944 shares; 2026Q1: 17,210 shares; 2026Q2: 16,217 shares; 2026Q3: 15,589 shares 15,589 $1.08M 0.41% -628 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,823 shares; 2025Q1: 6,826 shares; 2025Q2: 6,808 shares; 2025Q3: 6,808 shares; 2025Q4: 6,677 shares; 2026Q1: 6,691 shares; 2026Q2: 6,245 shares; 2026Q3: 6,146 shares 6,146 $1.04M 0.39% -99 Timeline SPMD 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: 15,415 shares; 2025Q1: 15,606 shares; 2025Q2: 15,589 shares; 2025Q3: 15,305 shares; 2025Q4: 15,738 shares; 2026Q1: 16,268 shares; 2026Q2: 16,332 shares; 2026Q3: 16,332 shares 16,332 $1.03M 0.39% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,884 shares; 2025Q1: 33,186 shares; 2025Q2: 37,433 shares; 2025Q3: 36,535 shares; 2025Q4: 36,443 shares; 2026Q1: 35,901 shares; 2026Q2: 35,134 shares; 2026Q3: 33,722 shares 33,722 $1.02M 0.39% -1,412 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; 2024Q4: 3,290 shares; 2025Q1: 3,508 shares; 2025Q2: 3,631 shares; 2025Q3: 3,676 shares; 2025Q4: 3,906 shares; 2026Q1: 4,095 shares; 2026Q2: 4,160 shares; 2026Q3: 4,734 shares 4,734 $985K 0.37% +574 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,364 shares; 2026Q2: 16,977 shares; 2026Q3: 13,632 shares 13,632 $983K 0.37% -3,345 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,431 shares; 2025Q1: 3,298 shares; 2025Q2: 3,262 shares; 2025Q3: 3,253 shares; 2025Q4: 3,133 shares; 2026Q1: 3,148 shares; 2026Q2: 3,132 shares; 2026Q3: 3,107 shares 3,107 $982K 0.37% -25 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,163 shares; 2025Q1: 8,118 shares; 2025Q2: 8,367 shares; 2025Q3: 8,297 shares; 2025Q4: 8,249 shares; 2026Q1: 8,364 shares; 2026Q2: 8,308 shares; 2026Q3: 7,967 shares 7,967 $957K 0.36% -341 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: 3,207 shares; 2025Q1: 3,224 shares; 2025Q2: 3,249 shares; 2025Q3: 3,260 shares; 2025Q4: 3,280 shares; 2026Q1: 3,162 shares; 2026Q2: 3,071 shares; 2026Q3: 3,022 shares 3,022 $944K 0.36% -49 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: 18,931 shares; 2025Q1: 19,141 shares; 2025Q2: 19,195 shares; 2025Q3: 19,915 shares; 2025Q4: 19,203 shares; 2026Q1: 19,762 shares; 2026Q2: 21,130 shares; 2026Q3: 20,552 shares 20,552 $943K 0.36% -578 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,189 shares; 2025Q1: 2,498 shares; 2025Q2: 2,859 shares; 2025Q3: 3,316 shares; 2025Q4: 4,014 shares; 2026Q1: 5,683 shares; 2026Q2: 10,597 shares; 2026Q3: 13,415 shares 13,415 $937K 0.36% +2,818 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,329 shares; 2025Q1: 12,218 shares; 2025Q2: 12,089 shares; 2025Q3: 12,106 shares; 2025Q4: 12,097 shares; 2026Q1: 12,179 shares; 2026Q2: 11,718 shares; 2026Q3: 11,739 shares 11,739 $922K 0.35% +21 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: 3,808 shares; 2025Q1: 3,785 shares; 2025Q2: 3,762 shares; 2025Q3: 3,838 shares; 2025Q4: 3,794 shares; 2026Q1: 3,944 shares; 2026Q2: 3,975 shares; 2026Q3: 3,943 shares 3,943 $867K 0.33% -32 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,421 shares; 2025Q1: 16,156 shares; 2025Q2: 15,873 shares; 2025Q3: 15,999 shares; 2025Q4: 15,664 shares; 2026Q1: 15,912 shares; 2026Q2: 15,799 shares; 2026Q3: 15,939 shares 15,939 $865K 0.33% +140 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,843 shares; 2025Q1: 6,741 shares; 2025Q2: 9,810 shares; 2025Q3: 8,813 shares; 2025Q4: 8,399 shares; 2026Q1: 7,768 shares; 2026Q2: 7,651 shares; 2026Q3: 8,041 shares 8,041 $851K 0.32% +390 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,501 shares; 2025Q1: 16,421 shares; 2025Q2: 16,258 shares; 2025Q3: 16,276 shares; 2025Q4: 16,302 shares; 2026Q1: 16,354 shares; 2026Q2: 16,487 shares; 2026Q3: 16,537 shares 16,537 $846K 0.32% +50 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: 7,656 shares; 2025Q1: 7,790 shares; 2025Q2: 7,796 shares; 2025Q3: 7,801 shares; 2025Q4: 7,475 shares; 2026Q1: 7,692 shares; 2026Q2: 7,687 shares; 2026Q3: 7,492 shares 7,492 $837K 0.32% -195 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; 2024Q4: 6,107 shares; 2025Q1: 6,671 shares; 2025Q2: 6,850 shares; 2025Q3: 7,108 shares; 2025Q4: 8,717 shares; 2026Q1: 9,997 shares; 2026Q2: 10,626 shares; 2026Q3: 12,532 shares 12,532 $835K 0.32% +1,906 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: 5,921 shares; 2025Q1: 7,402 shares; 2025Q2: 7,608 shares; 2025Q3: 7,693 shares; 2025Q4: 6,238 shares; 2026Q1: 6,449 shares; 2026Q2: 6,367 shares; 2026Q3: 5,317 shares 5,317 $833K 0.32% -1,050 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,916 shares; 2025Q1: 17,736 shares; 2025Q2: 18,573 shares; 2025Q3: 18,248 shares; 2025Q4: 17,844 shares; 2026Q1: 16,570 shares; 2026Q2: 16,975 shares; 2026Q3: 18,583 shares 18,583 $826K 0.31% +1,608 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,853 shares; 2025Q1: 21,861 shares; 2025Q2: 24,378 shares; 2025Q3: 22,344 shares; 2025Q4: 21,351 shares; 2026Q1: 20,579 shares; 2026Q2: 18,499 shares; 2026Q3: 17,872 shares 17,872 $813K 0.31% -627 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,735 shares; 2025Q1: 4,317 shares; 2025Q2: 4,019 shares; 2025Q3: 4,020 shares; 2025Q4: 3,593 shares; 2026Q1: 3,593 shares; 2026Q2: 3,518 shares; 2026Q3: 3,488 shares 3,488 $812K 0.31% -30 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,261 shares; 2025Q1: 16,637 shares; 2025Q2: 18,686 shares; 2025Q3: 16,413 shares; 2025Q4: 16,077 shares; 2026Q1: 15,913 shares; 2026Q2: 13,896 shares; 2026Q3: 13,900 shares 13,900 $803K 0.31% +4 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,695 shares; 2025Q1: 25,630 shares; 2025Q2: 27,736 shares; 2025Q3: 28,734 shares; 2025Q4: 28,332 shares; 2026Q1: 28,073 shares; 2026Q2: 28,045 shares; 2026Q3: 28,010 shares 28,010 $799K 0.3% -35 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,328 shares; 2025Q1: 32,059 shares; 2025Q2: 31,941 shares; 2025Q3: 26,584 shares; 2025Q4: 16,395 shares; 2026Q1: 17,221 shares; 2026Q2: 18,137 shares; 2026Q3: 18,795 shares 18,795 $791K 0.3% +658 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,817 shares; 2025Q1: 5,058 shares; 2025Q2: 5,768 shares; 2025Q3: 6,057 shares; 2025Q4: 6,471 shares; 2026Q1: 7,283 shares; 2026Q2: 7,178 shares; 2026Q3: 7,582 shares 7,582 $789K 0.3% +404 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: 2,414 shares; 2025Q1: 2,422 shares; 2025Q2: 2,427 shares; 2025Q3: 2,427 shares; 2025Q4: 2,427 shares; 2026Q1: 2,427 shares; 2026Q2: 2,428 shares; 2026Q3: 2,428 shares 2,428 $785K 0.3% 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; 2024Q4: not reported; 2025Q1: 1,921 shares; 2025Q2: 1,997 shares; 2025Q3: 2,375 shares; 2025Q4: 2,615 shares; 2026Q1: 3,546 shares; 2026Q2: 3,504 shares; 2026Q3: 3,545 shares 3,545 $766K 0.29% +41 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,389 shares; 2025Q1: 3,417 shares; 2025Q2: 3,450 shares; 2025Q3: 3,566 shares; 2025Q4: 3,637 shares; 2026Q1: 4,146 shares; 2026Q2: 4,554 shares; 2026Q3: 4,665 shares 4,665 $764K 0.29% +111 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; 2024Q4: 15,421 shares; 2025Q1: 20,690 shares; 2025Q2: 24,276 shares; 2025Q3: 27,300 shares; 2025Q4: 23,857 shares; 2026Q1: 23,426 shares; 2026Q2: 25,271 shares; 2026Q3: 27,477 shares 27,477 $757K 0.29% +2,206 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: 5,654 shares; 2025Q1: 6,040 shares; 2025Q2: 6,095 shares; 2025Q3: 6,038 shares; 2025Q4: 5,933 shares; 2026Q1: 5,995 shares; 2026Q2: 5,999 shares; 2026Q3: 5,966 shares 5,966 $756K 0.29% -33 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,238 shares; 2025Q1: 34,535 shares; 2025Q2: 38,775 shares; 2025Q3: 41,899 shares; 2025Q4: 48,376 shares; 2026Q1: 43,567 shares; 2026Q2: 43,681 shares; 2026Q3: 35,922 shares 35,922 $750K 0.29% -7,759 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,859 shares; 2025Q1: 5,483 shares; 2025Q2: 5,531 shares; 2025Q3: 5,478 shares; 2025Q4: 5,087 shares; 2026Q1: 5,080 shares; 2026Q2: 4,959 shares; 2026Q3: 4,567 shares 4,567 $750K 0.28% -392 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,002 shares; 2025Q1: 21,688 shares; 2025Q2: 22,513 shares; 2025Q3: 20,707 shares; 2025Q4: 19,970 shares; 2026Q1: 19,949 shares; 2026Q2: 19,801 shares; 2026Q3: 19,483 shares 19,483 $737K 0.28% -318 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: 1,380 shares; 2025Q1: 1,432 shares; 2025Q2: 1,430 shares; 2025Q3: 1,458 shares; 2025Q4: 1,455 shares; 2026Q1: 1,460 shares; 2026Q2: 1,455 shares; 2026Q3: 1,432 shares 1,432 $729K 0.28% -23 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,380 shares; 2025Q1: 8,436 shares; 2025Q2: 8,465 shares; 2025Q3: 8,480 shares; 2025Q4: 8,480 shares; 2026Q1: 8,475 shares; 2026Q2: 8,337 shares; 2026Q3: 8,346 shares 8,346 $726K 0.28% +9 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: 6,107 shares; 2025Q1: 6,136 shares; 2025Q2: 6,127 shares; 2025Q3: 6,031 shares; 2025Q4: 6,032 shares; 2026Q1: 6,097 shares; 2026Q2: 5,097 shares; 2026Q3: 4,968 shares 4,968 $722K 0.27% -129 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: 699 shares; 2025Q1: 739 shares; 2025Q2: 763 shares; 2025Q3: 768 shares; 2025Q4: 804 shares; 2026Q1: 798 shares; 2026Q2: 745 shares; 2026Q3: 745 shares 745 $708K 0.27% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,414 shares; 2025Q1: 3,235 shares; 2025Q2: 3,367 shares; 2025Q3: 4,137 shares; 2025Q4: 3,783 shares; 2026Q1: 4,033 shares; 2026Q2: 4,966 shares; 2026Q3: 6,179 shares 6,179 $699K 0.27% +1,213 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,696 shares; 2025Q1: 14,706 shares; 2025Q2: 14,398 shares; 2025Q3: 14,358 shares; 2025Q4: 13,178 shares; 2026Q1: 13,044 shares; 2026Q2: 12,884 shares; 2026Q3: 13,092 shares 13,092 $692K 0.26% +208 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; 2024Q4: 6,054 shares; 2025Q1: 8,148 shares; 2025Q2: 11,040 shares; 2025Q3: 13,105 shares; 2025Q4: 9,899 shares; 2026Q1: 10,024 shares; 2026Q2: 10,945 shares; 2026Q3: 11,936 shares 11,936 $686K 0.26% +991 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: 4,367 shares; 2025Q1: 4,347 shares; 2025Q2: 4,340 shares; 2025Q3: 4,328 shares; 2025Q4: 4,292 shares; 2026Q1: 4,288 shares; 2026Q2: 4,151 shares; 2026Q3: 4,117 shares 4,117 $675K 0.26% -34 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; 2024Q4: 2,133 shares; 2025Q1: 3,859 shares; 2025Q2: 4,043 shares; 2025Q3: 4,009 shares; 2025Q4: 4,125 shares; 2026Q1: 3,445 shares; 2026Q2: 3,006 shares; 2026Q3: 3,205 shares 3,205 $663K 0.25% +199 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: 2,353 shares; 2025Q1: 2,353 shares; 2025Q2: 2,354 shares; 2025Q3: 2,354 shares; 2025Q4: 2,354 shares; 2026Q1: 2,359 shares; 2026Q2: 2,359 shares; 2026Q3: 2,360 shares 2,360 $661K 0.25% +1 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,150 shares; 2025Q1: not reported; 2025Q2: 8,150 shares; 2025Q3: 8,150 shares; 2025Q4: 10,150 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,400 shares 4,400 $651K 0.25% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,540 shares; 2025Q1: 11,483 shares; 2025Q2: 11,212 shares; 2025Q3: 11,575 shares; 2025Q4: 11,506 shares; 2026Q1: 11,524 shares; 2026Q2: 10,883 shares; 2026Q3: 10,312 shares 10,312 $643K 0.24% -571 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,630 shares; 2025Q1: 5,622 shares; 2025Q2: 5,557 shares; 2025Q3: 5,469 shares; 2025Q4: 5,776 shares; 2026Q1: 6,298 shares; 2026Q2: 6,691 shares; 2026Q3: 6,583 shares 6,583 $641K 0.24% -108 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: 1,129 shares; 2025Q1: 1,154 shares; 2025Q2: 1,174 shares; 2025Q3: 1,239 shares; 2025Q4: 1,272 shares; 2026Q1: 1,299 shares; 2026Q2: 1,298 shares; 2026Q3: 1,286 shares 1,286 $641K 0.24% -12 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: 837 shares; 2025Q1: 1,061 shares; 2025Q2: 1,068 shares; 2025Q3: 1,039 shares; 2025Q4: 1,005 shares; 2026Q1: 1,007 shares; 2026Q2: 975 shares; 2026Q3: 943 shares 943 $633K 0.24% -32 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,511 shares; 2025Q4: 19,527 shares; 2026Q1: 19,810 shares; 2026Q2: 18,910 shares; 2026Q3: 23,786 shares 23,786 $629K 0.24% +4,876 Timeline METU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,105 shares; 2026Q2: 18,938 shares; 2026Q3: 20,425 shares 20,425 $626K 0.24% +1,487 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,314 shares; 2026Q1: 2,747 shares; 2026Q2: 2,908 shares; 2026Q3: 2,966 shares 2,966 $615K 0.23% +58 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: 736 shares; 2025Q1: 749 shares; 2025Q2: 849 shares; 2025Q3: 862 shares; 2025Q4: 855 shares; 2026Q1: 940 shares; 2026Q2: 971 shares; 2026Q3: 905 shares 905 $611K 0.23% -66 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; 2024Q4: 4,645 shares; 2025Q1: 4,737 shares; 2025Q2: 4,782 shares; 2025Q3: 4,730 shares; 2025Q4: 4,521 shares; 2026Q1: 4,766 shares; 2026Q2: 6,202 shares; 2026Q3: 7,434 shares 7,434 $602K 0.23% +1,232 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; 2024Q4: 5,399 shares; 2025Q1: 5,490 shares; 2025Q2: 5,479 shares; 2025Q3: 5,597 shares; 2025Q4: 5,416 shares; 2026Q1: 5,405 shares; 2026Q2: 5,216 shares; 2026Q3: 5,233 shares 5,233 $597K 0.23% +17 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,313 shares; 2025Q1: 4,336 shares; 2025Q2: 4,303 shares; 2025Q3: 4,284 shares; 2025Q4: 4,303 shares; 2026Q1: 4,396 shares; 2026Q2: 4,325 shares; 2026Q3: 4,343 shares 4,343 $589K 0.22% +18 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; 2024Q4: 1,687 shares; 2025Q1: 1,744 shares; 2025Q2: 1,747 shares; 2025Q3: 1,748 shares; 2025Q4: 1,704 shares; 2026Q1: 1,709 shares; 2026Q2: 1,652 shares; 2026Q3: 1,654 shares 1,654 $582K 0.22% +2 Timeline PHO 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; 2024Q4: 9,738 shares; 2025Q1: 9,602 shares; 2025Q2: 9,449 shares; 2025Q3: 9,441 shares; 2025Q4: 9,407 shares; 2026Q1: 9,410 shares; 2026Q2: 8,419 shares; 2026Q3: 8,425 shares 8,425 $571K 0.22% +6 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,051 shares; 2025Q1: 2,084 shares; 2025Q2: 2,092 shares; 2025Q3: 2,097 shares; 2025Q4: 2,086 shares; 2026Q1: 2,099 shares; 2026Q2: 2,108 shares; 2026Q3: 2,017 shares 2,017 $570K 0.22% -91 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 reported; 2025Q3: 1,843 shares; 2025Q4: 1,834 shares; 2026Q1: 1,835 shares; 2026Q2: 1,313 shares; 2026Q3: 1,238 shares 1,238 $563K 0.21% -75 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,427 shares; 2025Q1: 19,053 shares; 2025Q2: 17,757 shares; 2025Q3: 17,757 shares; 2025Q4: 16,532 shares; 2026Q1: 16,332 shares; 2026Q2: 13,655 shares; 2026Q3: 12,905 shares 12,905 $555K 0.21% -750 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; 2024Q4: 10,049 shares; 2025Q1: 10,601 shares; 2025Q2: 11,061 shares; 2025Q3: 12,484 shares; 2025Q4: 11,693 shares; 2026Q1: 13,686 shares; 2026Q2: 14,140 shares; 2026Q3: 14,559 shares 14,559 $552K 0.21% +419 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: 920 shares; 2025Q1: 905 shares; 2025Q2: 910 shares; 2025Q3: 911 shares; 2025Q4: 541 shares; 2026Q1: 942 shares; 2026Q2: 962 shares; 2026Q3: 964 shares 964 $532K 0.2% +2 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; 2024Q4: 1,506 shares; 2025Q1: 1,449 shares; 2025Q2: 2,324 shares; 2025Q3: 2,466 shares; 2025Q4: 3,197 shares; 2026Q1: 3,455 shares; 2026Q2: 3,719 shares; 2026Q3: 2,966 shares 2,966 $531K 0.2% -753 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,475 shares; 2025Q3: 20,588 shares; 2025Q4: 31,355 shares; 2026Q1: 36,799 shares; 2026Q2: 39,646 shares; 2026Q3: 37,816 shares 37,816 $529K 0.2% -1,830 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: 5,485 shares; 2025Q1: 5,626 shares; 2025Q2: 5,532 shares; 2025Q3: 5,561 shares; 2025Q4: 5,607 shares; 2026Q1: 5,643 shares; 2026Q2: 5,621 shares; 2026Q3: 5,467 shares 5,467 $514K 0.2% -154 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,494 shares; 2025Q1: 5,634 shares; 2025Q2: 5,570 shares; 2025Q3: 5,684 shares; 2025Q4: 5,399 shares; 2026Q1: 5,821 shares; 2026Q2: 6,078 shares; 2026Q3: 5,946 shares 5,946 $509K 0.19% -132 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 829 shares; 2025Q3: 864 shares; 2025Q4: 874 shares; 2026Q1: 881 shares; 2026Q2: 880 shares; 2026Q3: 830 shares 830 $505K 0.19% -50 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,229 shares; 2025Q1: 22,322 shares; 2025Q2: 20,598 shares; 2025Q3: 18,444 shares; 2025Q4: 14,413 shares; 2026Q1: 14,278 shares; 2026Q2: 13,620 shares; 2026Q3: 13,283 shares 13,283 $500K 0.19% -337 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,862 shares; 2025Q1: 11,965 shares; 2025Q2: 12,309 shares; 2025Q3: 12,428 shares; 2025Q4: 11,436 shares; 2026Q1: 11,478 shares; 2026Q2: 11,525 shares; 2026Q3: 11,816 shares 11,816 $483K 0.18% +291 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; 2024Q4: 6,192 shares; 2025Q1: 5,882 shares; 2025Q2: 5,735 shares; 2025Q3: 5,676 shares; 2025Q4: 11,331 shares; 2026Q1: 11,357 shares; 2026Q2: 11,482 shares; 2026Q3: 12,011 shares 12,011 $474K 0.18% +529 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,753 shares; 2025Q1: 4,753 shares; 2025Q2: 4,746 shares; 2025Q3: 4,446 shares; 2025Q4: 4,258 shares; 2026Q1: 4,058 shares; 2026Q2: 3,910 shares; 2026Q3: 3,660 shares 3,660 $469K 0.18% -250 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: 6,530 shares; 2025Q1: 6,342 shares; 2025Q2: 6,297 shares; 2025Q3: 6,307 shares; 2025Q4: 5,983 shares; 2026Q1: 5,960 shares; 2026Q2: 5,663 shares; 2026Q3: 5,430 shares 5,430 $467K 0.18% -233 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: 994 shares; 2025Q1: 981 shares; 2025Q2: 988 shares; 2025Q3: 1,072 shares; 2025Q4: 1,075 shares; 2026Q1: 1,085 shares; 2026Q2: 1,089 shares; 2026Q3: 1,097 shares 1,097 $463K 0.18% +8 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: 1,384 shares; 2025Q1: 1,439 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares; 2025Q4: 1,421 shares; 2026Q1: 1,414 shares; 2026Q2: 1,399 shares; 2026Q3: 1,376 shares 1,376 $456K 0.17% -23 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,259 shares; 2025Q1: 11,303 shares; 2025Q2: 11,171 shares; 2025Q3: 9,109 shares; 2025Q4: 9,491 shares; 2026Q1: 9,915 shares; 2026Q2: 10,971 shares; 2026Q3: 11,287 shares 11,287 $448K 0.17% +316 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,340 shares; 2025Q1: 6,300 shares; 2025Q2: 6,160 shares; 2025Q3: 6,093 shares; 2025Q4: 6,157 shares; 2026Q1: 6,701 shares; 2026Q2: 6,682 shares; 2026Q3: 6,662 shares 6,662 $445K 0.17% -20 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 966 shares; 2025Q1: 1,040 shares; 2025Q2: 1,127 shares; 2025Q3: 1,231 shares; 2025Q4: 1,317 shares; 2026Q1: 1,383 shares; 2026Q2: 1,215 shares; 2026Q3: 1,143 shares 1,143 $436K 0.17% -72 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; 2024Q4: 7,127 shares; 2025Q1: 7,132 shares; 2025Q2: 7,266 shares; 2025Q3: 7,067 shares; 2025Q4: 7,059 shares; 2026Q1: 7,069 shares; 2026Q2: 7,088 shares; 2026Q3: 7,131 shares 7,131 $436K 0.17% +43 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,002 shares; 2025Q1: 2,657 shares; 2025Q2: 3,654 shares; 2025Q3: 3,765 shares; 2025Q4: 3,595 shares; 2026Q1: 3,625 shares; 2026Q2: 3,627 shares; 2026Q3: 2,581 shares 2,581 $435K 0.17% -1,046 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,457 shares; 2025Q2: 5,093 shares; 2025Q3: 5,167 shares; 2025Q4: 5,082 shares; 2026Q1: 5,163 shares; 2026Q2: 4,943 shares; 2026Q3: 5,073 shares 5,073 $430K 0.16% +130 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,592 shares; 2025Q1: 2,492 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,492 shares; 2026Q1: 2,492 shares; 2026Q2: 2,678 shares; 2026Q3: 3,285 shares 3,285 $429K 0.16% +607 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,420 shares; 2025Q1: 5,390 shares; 2025Q2: 5,201 shares; 2025Q3: 5,168 shares; 2025Q4: 5,018 shares; 2026Q1: 5,018 shares; 2026Q2: 5,018 shares; 2026Q3: 4,883 shares 4,883 $422K 0.16% -135 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,467 shares; 2025Q2: 6,117 shares; 2025Q3: 9,453 shares; 2025Q4: 9,068 shares; 2026Q1: 14,419 shares; 2026Q2: 15,699 shares; 2026Q3: 10,919 shares 10,919 $416K 0.16% -4,780 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: 2,877 shares; 2025Q1: 3,186 shares; 2025Q2: 3,501 shares; 2025Q3: 3,485 shares; 2025Q4: 3,510 shares; 2026Q1: 3,684 shares; 2026Q2: 3,751 shares; 2026Q3: 3,630 shares 3,630 $412K 0.16% -121 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,412 shares; 2025Q1: 17,132 shares; 2025Q2: 17,411 shares; 2025Q3: 17,749 shares; 2025Q4: 18,028 shares; 2026Q1: 18,627 shares; 2026Q2: 19,465 shares; 2026Q3: 20,824 shares 20,824 $402K 0.15% +1,359 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; 2024Q4: 3,803 shares; 2025Q1: 3,486 shares; 2025Q2: 3,915 shares; 2025Q3: 4,298 shares; 2025Q4: 4,159 shares; 2026Q1: 4,480 shares; 2026Q2: 6,178 shares; 2026Q3: 6,098 shares 6,098 $399K 0.15% -80 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,426 shares; 2026Q2: 17,121 shares; 2026Q3: 21,591 shares 21,591 $396K 0.15% +4,470 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: not reported; 2025Q1: 3,660 shares; 2025Q2: 4,258 shares; 2025Q3: 4,900 shares; 2025Q4: 4,001 shares; 2026Q1: 3,615 shares; 2026Q2: 2,078 shares; 2026Q3: 1,478 shares 1,478 $390K 0.15% -600 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: not reported; 2025Q3: 698 shares; 2025Q4: 698 shares; 2026Q1: 688 shares; 2026Q2: 683 shares; 2026Q3: 593 shares 593 $389K 0.15% -90 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,221 shares; 2025Q1: 3,232 shares; 2025Q2: 3,244 shares; 2025Q3: 3,256 shares; 2025Q4: 3,002 shares; 2026Q1: 3,173 shares; 2026Q2: 3,128 shares; 2026Q3: 2,965 shares 2,965 $384K 0.15% -163 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; 2024Q4: 4,209 shares; 2025Q1: 3,607 shares; 2025Q2: 3,649 shares; 2025Q3: 4,443 shares; 2025Q4: 4,266 shares; 2026Q1: 4,372 shares; 2026Q2: 4,332 shares; 2026Q3: 4,151 shares 4,151 $382K 0.15% -181 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,105 shares; 2025Q1: 6,223 shares; 2025Q2: 6,401 shares; 2025Q3: 6,393 shares; 2025Q4: 5,809 shares; 2026Q1: 5,859 shares; 2026Q2: 5,761 shares; 2026Q3: 5,878 shares 5,878 $380K 0.14% +117 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: 2,830 shares; 2025Q1: 2,829 shares; 2025Q2: 2,878 shares; 2025Q3: 2,883 shares; 2025Q4: 2,863 shares; 2026Q1: 2,875 shares; 2026Q2: 2,863 shares; 2026Q3: 2,871 shares 2,871 $380K 0.14% +8 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: 1,184 shares; 2025Q1: 1,188 shares; 2025Q2: 1,185 shares; 2025Q3: 1,182 shares; 2025Q4: 1,164 shares; 2026Q1: 1,176 shares; 2026Q2: 1,161 shares; 2026Q3: 1,165 shares 1,165 $373K 0.14% +4 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,440 shares; 2025Q1: 4,439 shares; 2025Q2: 4,450 shares; 2025Q3: 4,460 shares; 2025Q4: 4,050 shares; 2026Q1: 4,036 shares; 2026Q2: 4,030 shares; 2026Q3: 4,041 shares 4,041 $372K 0.14% +11 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 906 shares; 2025Q1: 927 shares; 2025Q2: 915 shares; 2025Q3: 870 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 720 shares; 2026Q3: 730 shares 730 $371K 0.14% +10 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: 3,862 shares; 2025Q1: 4,076 shares; 2025Q2: 3,601 shares; 2025Q3: 3,645 shares; 2025Q4: 3,762 shares; 2026Q1: 3,776 shares; 2026Q2: 3,868 shares; 2026Q3: 3,797 shares 3,797 $371K 0.14% -71 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,265 shares; 2026Q3: 1,271 shares 1,271 $368K 0.14% +6 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,468 shares; 2025Q2: not reported; 2025Q3: 7,678 shares; 2025Q4: 8,136 shares; 2026Q1: 12,950 shares; 2026Q2: 17,274 shares; 2026Q3: 20,161 shares 20,161 $367K 0.14% +2,887 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: 1,825 shares; 2025Q1: 1,800 shares; 2025Q2: 1,789 shares; 2025Q3: 1,786 shares; 2025Q4: 1,774 shares; 2026Q1: 1,772 shares; 2026Q2: 1,720 shares; 2026Q3: 1,720 shares 1,720 $362K 0.14% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,110 shares; 2025Q1: 5,870 shares; 2025Q2: 5,885 shares; 2025Q3: 5,928 shares; 2025Q4: 5,941 shares; 2026Q1: 5,536 shares; 2026Q2: 5,365 shares; 2026Q3: 5,174 shares 5,174 $359K 0.14% -191 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: 2,447 shares; 2025Q1: 2,451 shares; 2025Q2: 2,448 shares; 2025Q3: 2,440 shares; 2025Q4: 2,444 shares; 2026Q1: 2,443 shares; 2026Q2: 2,441 shares; 2026Q3: 2,349 shares 2,349 $357K 0.14% -92 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: 1,495 shares; 2025Q1: 1,270 shares; 2025Q2: 1,273 shares; 2025Q3: 1,003 shares; 2025Q4: 1,138 shares; 2026Q1: 1,288 shares; 2026Q2: 1,238 shares; 2026Q3: 1,277 shares 1,277 $355K 0.13% +39 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: 4,619 shares; 2025Q1: 4,626 shares; 2025Q2: 4,543 shares; 2025Q3: 4,550 shares; 2025Q4: 4,355 shares; 2026Q1: 4,349 shares; 2026Q2: 4,241 shares; 2026Q3: 4,148 shares 4,148 $354K 0.13% -93 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,299 shares; 2026Q3: 2,279 shares 2,279 $353K 0.13% -20 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; 2024Q4: 2,735 shares; 2025Q1: 2,710 shares; 2025Q2: 2,707 shares; 2025Q3: 2,714 shares; 2025Q4: 2,700 shares; 2026Q1: 2,706 shares; 2026Q2: 2,727 shares; 2026Q3: 2,703 shares 2,703 $352K 0.13% -24 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,728 shares; 2025Q1: 8,168 shares; 2025Q2: 8,571 shares; 2025Q3: 8,563 shares; 2025Q4: 8,609 shares; 2026Q1: 8,600 shares; 2026Q2: 8,542 shares; 2026Q3: 7,989 shares 7,989 $351K 0.13% -553 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,613 shares; 2025Q2: 7,095 shares; 2025Q3: 9,395 shares; 2025Q4: 7,770 shares; 2026Q1: 6,124 shares; 2026Q2: 4,230 shares; 2026Q3: 4,565 shares 4,565 $351K 0.13% +335 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,518 shares; 2025Q4: 19,868 shares; 2026Q1: 21,288 shares; 2026Q2: 27,238 shares; 2026Q3: 29,838 shares 29,838 $349K 0.13% +2,600 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,794 shares; 2025Q1: 15,906 shares; 2025Q2: 15,435 shares; 2025Q3: 15,183 shares; 2025Q4: 15,025 shares; 2026Q1: 15,215 shares; 2026Q2: 14,238 shares; 2026Q3: 14,218 shares 14,218 $348K 0.13% -20 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,285 shares; 2026Q2: 8,132 shares; 2026Q3: 7,790 shares 7,790 $344K 0.13% -342 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,301 shares; 2025Q1: 1,796 shares; 2025Q2: 1,801 shares; 2025Q3: 1,809 shares; 2025Q4: 1,829 shares; 2026Q1: 2,908 shares; 2026Q2: 2,491 shares; 2026Q3: 2,442 shares 2,442 $343K 0.13% -49 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,132 shares; 2025Q1: 4,132 shares; 2025Q2: 3,983 shares; 2025Q3: 3,821 shares; 2025Q4: 4,071 shares; 2026Q1: 4,221 shares; 2026Q2: 4,221 shares; 2026Q3: 4,121 shares 4,121 $342K 0.13% -100 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; 2024Q4: 5,985 shares; 2025Q1: 6,378 shares; 2025Q2: 6,423 shares; 2025Q3: 6,408 shares; 2025Q4: 5,722 shares; 2026Q1: 5,817 shares; 2026Q2: 9,327 shares; 2026Q3: 9,447 shares 9,447 $342K 0.13% +120 Timeline GTEK GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,225 shares; 2025Q1: 7,119 shares; 2025Q2: 7,119 shares; 2025Q3: 6,320 shares; 2025Q4: 6,232 shares; 2026Q1: 6,228 shares; 2026Q2: 5,797 shares; 2026Q3: 5,779 shares 5,779 $339K 0.13% -18 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 947 shares; 2026Q1: 964 shares; 2026Q2: 951 shares; 2026Q3: 924 shares 924 $337K 0.13% -27 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,888 shares; 2025Q1: 3,638 shares; 2025Q2: 2,404 shares; 2025Q3: 2,465 shares; 2025Q4: 1,217 shares; 2026Q1: not reported; 2026Q2: 1,025 shares; 2026Q3: 976 shares 976 $331K 0.13% -49 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,128 shares; 2025Q1: 9,589 shares; 2025Q2: 7,680 shares; 2025Q3: 8,093 shares; 2025Q4: 8,516 shares; 2026Q1: 8,630 shares; 2026Q2: 8,839 shares; 2026Q3: 8,860 shares 8,860 $330K 0.13% +21 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,967 shares; 2025Q1: 4,190 shares; 2025Q2: 4,278 shares; 2025Q3: 4,382 shares; 2025Q4: 4,596 shares; 2026Q1: 5,084 shares; 2026Q2: 4,977 shares; 2026Q3: 5,131 shares 5,131 $329K 0.13% +154 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: 4,240 shares; 2025Q1: 4,386 shares; 2025Q2: 4,505 shares; 2025Q3: 4,653 shares; 2025Q4: 4,705 shares; 2026Q1: 4,758 shares; 2026Q2: 4,827 shares; 2026Q3: 4,874 shares 4,874 $328K 0.12% +47 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,206 shares; 2025Q1: 2,354 shares; 2025Q2: 2,455 shares; 2025Q3: 2,513 shares; 2025Q4: 2,439 shares; 2026Q1: 2,624 shares; 2026Q2: 2,628 shares; 2026Q3: 2,617 shares 2,617 $328K 0.12% -11 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 732 shares; 2025Q1: 733 shares; 2025Q2: 736 shares; 2025Q3: 738 shares; 2025Q4: 740 shares; 2026Q1: 743 shares; 2026Q2: 729 shares; 2026Q3: 731 shares 731 $326K 0.12% +2 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,392 shares; 2025Q1: 1,391 shares; 2025Q2: 1,401 shares; 2025Q3: 1,406 shares; 2025Q4: 1,411 shares; 2026Q1: 1,412 shares; 2026Q2: 1,384 shares; 2026Q3: 1,389 shares 1,389 $324K 0.12% +5 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: 255 shares; 2025Q2: 292 shares; 2025Q3: 337 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 354 shares; 2026Q3: 316 shares 316 $320K 0.12% -38 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,468 shares; 2025Q1: 6,459 shares; 2025Q2: 6,480 shares; 2025Q3: 6,596 shares; 2025Q4: 6,612 shares; 2026Q1: 6,612 shares; 2026Q2: 6,635 shares; 2026Q3: 6,763 shares 6,763 $314K 0.12% +128 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: 3,439 shares; 2025Q1: 3,352 shares; 2025Q2: 3,359 shares; 2025Q3: 3,377 shares; 2025Q4: 3,402 shares; 2026Q1: 3,403 shares; 2026Q2: 3,149 shares; 2026Q3: 2,961 shares 2,961 $311K 0.12% -188 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; 2024Q4: 2,519 shares; 2025Q1: 3,023 shares; 2025Q2: 2,729 shares; 2025Q3: 2,691 shares; 2025Q4: 2,205 shares; 2026Q1: 2,476 shares; 2026Q2: 2,812 shares; 2026Q3: 3,271 shares 3,271 $306K 0.12% +459 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 731 shares; 2025Q4: 723 shares; 2026Q1: 723 shares; 2026Q2: 704 shares; 2026Q3: 668 shares 668 $305K 0.12% -36 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; 2024Q4: 4,839 shares; 2025Q1: 4,839 shares; 2025Q2: 4,747 shares; 2025Q3: 4,633 shares; 2025Q4: 4,865 shares; 2026Q1: 5,065 shares; 2026Q2: 5,020 shares; 2026Q3: 4,921 shares 4,921 $292K 0.11% -99 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: 7,447 shares; 2025Q1: 7,470 shares; 2025Q2: 7,110 shares; 2025Q3: 7,091 shares; 2025Q4: 7,098 shares; 2026Q1: 7,047 shares; 2026Q2: 2,673 shares; 2026Q3: 2,701 shares 2,701 $291K 0.11% +28 Timeline QQQJ 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; 2024Q4: 9,172 shares; 2025Q1: 8,772 shares; 2025Q2: 8,672 shares; 2025Q3: 8,598 shares; 2025Q4: 7,477 shares; 2026Q1: 7,027 shares; 2026Q2: 6,982 shares; 2026Q3: 6,532 shares 6,532 $286K 0.11% -450 Timeline IDV 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: not reported; 2025Q2: 6,230 shares; 2025Q3: 6,254 shares; 2025Q4: 6,334 shares; 2026Q1: 6,543 shares; 2026Q2: 6,677 shares; 2026Q3: 6,735 shares 6,735 $284K 0.11% +58 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491 shares; 2026Q3: 463 shares 463 $283K 0.11% -28 Timeline VPU 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: 1,656 shares; 2025Q1: 1,666 shares; 2025Q2: 1,673 shares; 2025Q3: 1,671 shares; 2025Q4: 1,672 shares; 2026Q1: 1,669 shares; 2026Q2: 1,664 shares; 2026Q3: 1,651 shares 1,651 $282K 0.11% -13 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,570 shares; 2025Q1: 2,195 shares; 2025Q2: 2,195 shares; 2025Q3: 2,115 shares; 2025Q4: 1,815 shares; 2026Q1: 2,115 shares; 2026Q2: 2,095 shares; 2026Q3: 2,035 shares 2,035 $280K 0.11% -60 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: 808 shares; 2025Q1: 809 shares; 2025Q2: 811 shares; 2025Q3: 813 shares; 2025Q4: 814 shares; 2026Q1: 918 shares; 2026Q2: 920 shares; 2026Q3: 921 shares 921 $280K 0.11% +1 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,284 shares; 2025Q4: not reported; 2026Q1: 10,536 shares; 2026Q2: 16,083 shares; 2026Q3: 20,133 shares 20,133 $279K 0.11% +4,050 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,670 shares; 2025Q1: 2,649 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares; 2025Q4: 2,724 shares; 2026Q1: 2,724 shares; 2026Q2: 2,724 shares; 2026Q3: 2,724 shares 2,724 $278K 0.11% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,333 shares; 2026Q1: 6,052 shares; 2026Q2: 5,960 shares; 2026Q3: 5,688 shares 5,688 $277K 0.11% -272 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,072 shares; 2026Q3: 1,044 shares 1,044 $276K 0.11% -28 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,955 shares; 2025Q1: 4,977 shares; 2025Q2: 5,197 shares; 2025Q3: 5,416 shares; 2025Q4: 6,186 shares; 2026Q1: 6,826 shares; 2026Q2: 7,988 shares; 2026Q3: 8,487 shares 8,487 $273K 0.1% +499 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: 2,989 shares; 2025Q1: 3,129 shares; 2025Q2: 3,094 shares; 2025Q3: 3,087 shares; 2025Q4: 3,076 shares; 2026Q1: 3,082 shares; 2026Q2: 3,298 shares; 2026Q3: 3,153 shares 3,153 $272K 0.1% -145 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: 12,018 shares; 2025Q1: 11,945 shares; 2025Q2: 11,900 shares; 2025Q3: 12,607 shares; 2025Q4: 12,007 shares; 2026Q1: 11,903 shares; 2026Q2: 10,960 shares; 2026Q3: 11,013 shares 11,013 $269K 0.1% +53 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,455 shares; 2025Q1: 5,368 shares; 2025Q2: 5,388 shares; 2025Q3: 5,233 shares; 2025Q4: 5,120 shares; 2026Q1: 5,072 shares; 2026Q2: 4,770 shares; 2026Q3: 4,302 shares 4,302 $265K 0.1% -468 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,189 shares; 2025Q4: 3,933 shares; 2026Q1: 3,937 shares; 2026Q2: 3,899 shares; 2026Q3: 3,868 shares 3,868 $265K 0.1% -31 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,275 shares; 2025Q1: 2,325 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,200 shares; 2026Q1: not reported; 2026Q2: 2,460 shares; 2026Q3: 2,480 shares 2,480 $264K 0.1% +20 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,927 shares; 2026Q1: 2,696 shares; 2026Q2: 2,147 shares; 2026Q3: 2,084 shares 2,084 $262K 0.1% -63 Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,657 shares; 2025Q1: 16,512 shares; 2025Q2: 18,488 shares; 2025Q3: 22,490 shares; 2025Q4: 23,204 shares; 2026Q1: 30,879 shares; 2026Q2: 28,807 shares; 2026Q3: 30,994 shares 30,994 $261K 0.1% +2,187 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,635 shares; 2026Q1: 4,562 shares; 2026Q2: 4,438 shares; 2026Q3: 4,399 shares 4,399 $256K 0.1% -39 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,447 shares; 2025Q1: 2,789 shares; 2025Q2: 3,052 shares; 2025Q3: 3,084 shares; 2025Q4: 3,162 shares; 2026Q1: 3,219 shares; 2026Q2: 3,221 shares; 2026Q3: 3,223 shares 3,223 $256K 0.1% +2 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 142 shares; 2026Q3: 147 shares 147 $254K 0.1% +5 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: 808 shares; 2025Q1: 864 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 833 shares; 2026Q1: 885 shares; 2026Q2: 886 shares; 2026Q3: 886 shares 886 $253K 0.1% 0 Timeline MDYG 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: 2,899 shares; 2025Q1: 2,799 shares; 2025Q2: 2,769 shares; 2025Q3: 2,699 shares; 2025Q4: 2,444 shares; 2026Q1: 2,444 shares; 2026Q2: 2,414 shares; 2026Q3: 2,399 shares 2,399 $251K 0.1% -15 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares; 2026Q3: 250 shares 250 $250K 0.1% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,215 shares; 2025Q1: 3,192 shares; 2025Q2: 3,055 shares; 2025Q3: 3,062 shares; 2025Q4: 3,070 shares; 2026Q1: 3,068 shares; 2026Q2: 3,074 shares; 2026Q3: 3,079 shares 3,079 $248K 0.09% +5 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: 5,517 shares; 2025Q1: 5,618 shares; 2025Q2: 5,623 shares; 2025Q3: 5,645 shares; 2025Q4: 5,347 shares; 2026Q1: 5,347 shares; 2026Q2: not reported; 2026Q3: 5,227 shares 5,227 $247K 0.09% new Timeline VCR 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: 678 shares; 2025Q1: 678 shares; 2025Q2: 676 shares; 2025Q3: 682 shares; 2025Q4: 675 shares; 2026Q1: 675 shares; 2026Q2: 676 shares; 2026Q3: 677 shares 677 $247K 0.09% +1 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,576 shares 2,576 $246K 0.09% new Timeline BABX GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,026 shares 15,026 $244K 0.09% 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; 2024Q4: 1,673 shares; 2025Q1: 1,552 shares; 2025Q2: 1,433 shares; 2025Q3: 1,412 shares; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares; 2026Q2: 990 shares; 2026Q3: 956 shares 956 $243K 0.09% -34 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 737 shares; 2026Q3: 648 shares 648 $242K 0.09% -89 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 reported; 2025Q3: 3,458 shares; 2025Q4: 3,343 shares; 2026Q1: 3,329 shares; 2026Q2: 3,196 shares; 2026Q3: 3,133 shares 3,133 $241K 0.09% -63 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,184 shares; 2026Q3: 4,579 shares 4,579 $241K 0.09% +395 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,800 shares; 2026Q3: 6,552 shares 6,552 $241K 0.09% -248 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,184 shares; 2025Q1: not reported; 2025Q2: 2,564 shares; 2025Q3: 2,264 shares; 2025Q4: 2,264 shares; 2026Q1: not reported; 2026Q2: 2,114 shares; 2026Q3: 2,115 shares 2,115 $235K 0.09% +1 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,674 shares; 2025Q4: 8,189 shares; 2026Q1: 7,810 shares; 2026Q2: 7,230 shares; 2026Q3: 7,349 shares 7,349 $234K 0.09% +119 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares; 2026Q1: 1,012 shares; 2026Q2: 988 shares; 2026Q3: 990 shares 990 $231K 0.09% +2 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,804 shares; 2026Q3: 1,861 shares 1,861 $229K 0.09% +57 Timeline AAT AMERICAN ASSETS TR INC More: the full row for AMERICAN ASSETS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,770 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,570 shares; 2026Q3: 10,670 shares 10,670 $227K 0.09% +2,100 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,744 shares; 2025Q1: 3,053 shares; 2025Q2: 2,189 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares; 2026Q1: 1,932 shares; 2026Q2: 1,872 shares; 2026Q3: 1,709 shares 1,709 $225K 0.09% -163 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 973 shares 973 $223K 0.08% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,278 shares; 2026Q3: 1,269 shares 1,269 $222K 0.08% -9 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,338 shares; 2025Q3: 3,342 shares; 2025Q4: not reported; 2026Q1: 3,301 shares; 2026Q2: 3,267 shares; 2026Q3: 3,199 shares 3,199 $217K 0.08% -68 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,249 shares; 2025Q1: 9,381 shares; 2025Q2: 8,137 shares; 2025Q3: 8,243 shares; 2025Q4: 7,729 shares; 2026Q1: 7,748 shares; 2026Q2: 7,363 shares; 2026Q3: 7,100 shares 7,100 $217K 0.08% -263 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 424 shares; 2026Q3: 425 shares 425 $217K 0.08% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,347 shares; 2025Q4: 1,350 shares; 2026Q1: 1,352 shares; 2026Q2: 1,298 shares; 2026Q3: 1,300 shares 1,300 $217K 0.08% +2 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 804 shares; 2025Q1: 805 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 730 shares; 2026Q1: 780 shares; 2026Q2: 780 shares; 2026Q3: 786 shares 786 $216K 0.08% +6 Timeline EWW 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: not reported; 2025Q2: not reported; 2025Q3: 3,253 shares; 2025Q4: 3,269 shares; 2026Q1: 3,249 shares; 2026Q2: 3,236 shares; 2026Q3: 3,020 shares 3,020 $215K 0.08% -216 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; 2024Q4: 3,618 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,107 shares 3,107 $213K 0.08% new Timeline IBX INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,728 shares; 2026Q3: 13,747 shares 13,747 $212K 0.08% +4,019 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,726 shares; 2026Q2: 5,626 shares; 2026Q3: 5,376 shares 5,376 $208K 0.08% -250 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,802 shares; 2026Q3: 1,752 shares 1,752 $206K 0.08% -50 Timeline IYH 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,856 shares 2,856 $204K 0.08% new Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,303 shares; 2025Q1: not reported; 2025Q2: 2,303 shares; 2025Q3: 2,303 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,998 shares 1,998 $202K 0.08% new Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,955 shares; 2025Q1: 24,228 shares; 2025Q2: 27,351 shares; 2025Q3: 29,204 shares; 2025Q4: 30,688 shares; 2026Q1: 15,631 shares; 2026Q2: 14,275 shares; 2026Q3: 11,999 shares 11,999 $186K 0.07% -2,276 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,789 shares; 2026Q3: 19,556 shares 19,556 $179K 0.07% +6,767 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,982 shares; 2025Q1: 24,338 shares; 2025Q2: 24,022 shares; 2025Q3: 24,407 shares; 2025Q4: 23,776 shares; 2026Q1: 24,196 shares; 2026Q2: 18,533 shares; 2026Q3: 19,153 shares 19,153 $171K 0.07% +620 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,241 shares; 2025Q1: 16,841 shares; 2025Q2: not reported; 2025Q3: 33,190 shares; 2025Q4: 12,540 shares; 2026Q1: 18,765 shares; 2026Q2: 22,330 shares; 2026Q3: 23,095 shares 23,095 $171K 0.06% +765 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,552 shares; 2025Q1: 26,985 shares; 2025Q2: 25,672 shares; 2025Q3: 25,206 shares; 2025Q4: 25,206 shares; 2026Q1: 25,218 shares; 2026Q2: 24,880 shares; 2026Q3: 25,135 shares 25,135 $142K 0.05% +255 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,151 shares; 2026Q1: 10,272 shares; 2026Q2: 10,988 shares; 2026Q3: 11,488 shares 11,488 $81.6K 0.03% +500 Timeline