IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,897 shares; 2024Q4: 83,611 shares; 2025Q1: 86,326 shares; 2025Q2: 85,516 shares; 2025Q3: 88,303 shares; 2025Q4: 91,429 shares; 2026Q1: 90,820 shares; 2026Q2: 90,254 shares 90,254 $67.6M 20.69% -566 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,344 shares; 2024Q4: 207,814 shares; 2025Q1: 220,125 shares; 2025Q2: 216,902 shares; 2025Q3: 229,172 shares; 2025Q4: 236,578 shares; 2026Q1: 236,882 shares; 2026Q2: 239,379 shares 239,379 $23.1M 7.08% +2,497 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,610 shares; 2024Q4: 215,376 shares; 2025Q1: 226,512 shares; 2025Q2: 229,001 shares; 2025Q3: 240,054 shares; 2025Q4: 248,609 shares; 2026Q1: 275,613 shares; 2026Q2: 288,292 shares 288,292 $21.2M 6.48% +12,679 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,976 shares; 2024Q4: 194,585 shares; 2025Q1: 203,275 shares; 2025Q2: 231,711 shares; 2025Q3: 243,073 shares; 2025Q4: 254,178 shares; 2026Q1: 279,896 shares; 2026Q2: 294,478 shares 294,478 $17.1M 5.25% +14,582 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,764 shares; 2024Q4: 375,139 shares; 2025Q1: 394,154 shares; 2025Q2: 397,127 shares; 2025Q3: 425,212 shares; 2025Q4: 443,186 shares; 2026Q1: 482,735 shares; 2026Q2: 501,723 shares 501,723 $15.1M 4.61% +18,988 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,407 shares; 2024Q4: 129,559 shares; 2025Q1: 134,854 shares; 2025Q2: 156,371 shares; 2025Q3: 165,275 shares; 2025Q4: 177,325 shares; 2026Q1: 198,725 shares; 2026Q2: 209,038 shares 209,038 $12.3M 3.77% +10,313 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,987 shares; 2024Q4: 217,529 shares; 2025Q1: 213,756 shares; 2025Q2: 211,142 shares; 2025Q3: 207,123 shares; 2025Q4: 212,044 shares; 2026Q1: 148,000 shares; 2026Q2: 158,010 shares 158,010 $11.9M 3.65% +10,010 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,602 shares; 2024Q4: 115,196 shares; 2025Q1: 125,865 shares; 2025Q2: 126,500 shares; 2025Q3: 133,644 shares; 2025Q4: 136,856 shares; 2026Q1: 137,083 shares; 2026Q2: 135,204 shares 135,204 $11.2M 3.43% -1,879 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111,111 shares; 2026Q2: 112,165 shares 112,165 $10.3M 3.15% +1,054 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351,483 shares; 2024Q4: 351,683 shares; 2025Q1: 375,315 shares; 2025Q2: 380,684 shares; 2025Q3: 383,703 shares; 2025Q4: 387,187 shares; 2026Q1: 398,110 shares; 2026Q2: 406,720 shares 406,720 $7.75M 2.37% +8,610 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,343 shares; 2025Q4: 136,204 shares; 2026Q1: 147,685 shares; 2026Q2: 147,360 shares 147,360 $7M 2.14% -325 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,288 shares; 2024Q4: 20,600 shares; 2025Q1: 21,813 shares; 2025Q2: 21,471 shares; 2025Q3: 19,980 shares; 2025Q4: 22,006 shares; 2026Q1: 20,197 shares; 2026Q2: 20,254 shares 20,254 $5.86M 1.79% +57 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,020 shares; 2024Q4: 20,020 shares; 2025Q1: 20,020 shares; 2025Q2: 20,020 shares; 2025Q3: 20,020 shares; 2025Q4: 20,020 shares; 2026Q1: 20,020 shares; 2026Q2: 20,020 shares 20,020 $5.32M 1.63% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,877 shares; 2024Q4: 15,070 shares; 2025Q1: 17,070 shares; 2025Q2: 19,375 shares; 2025Q3: 19,235 shares; 2025Q4: 22,027 shares; 2026Q1: 21,804 shares; 2026Q2: 21,804 shares 21,804 $4.36M 1.34% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,965 shares; 2024Q4: 18,693 shares; 2025Q1: 18,926 shares; 2025Q2: 18,926 shares; 2025Q3: 18,926 shares; 2025Q4: 18,926 shares; 2026Q1: 18,926 shares; 2026Q2: 18,926 shares 18,926 $4.3M 1.32% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,784 shares; 2024Q4: 14,719 shares; 2025Q1: 12,602 shares; 2025Q2: 13,246 shares; 2025Q3: 12,007 shares; 2025Q4: 12,291 shares; 2026Q1: 11,752 shares; 2026Q2: 11,752 shares 11,752 $4.2M 1.29% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,987 shares; 2024Q4: 11,880 shares; 2025Q1: 10,411 shares; 2025Q2: 10,520 shares; 2025Q3: 10,284 shares; 2025Q4: 10,847 shares; 2026Q1: 10,278 shares; 2026Q2: 10,438 shares 10,438 $3.89M 1.19% +160 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,968 shares; 2024Q4: 30,911 shares; 2025Q1: 31,066 shares; 2025Q2: 31,066 shares; 2025Q3: 28,125 shares; 2025Q4: 28,125 shares; 2026Q1: 28,125 shares; 2026Q2: 28,170 shares 28,170 $3.87M 1.19% +45 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,465 shares; 2024Q4: 20,464 shares; 2025Q1: 21,627 shares; 2025Q2: 21,668 shares; 2025Q3: 22,266 shares; 2025Q4: 26,427 shares; 2026Q1: 29,969 shares; 2026Q2: 30,390 shares 30,390 $3.24M 0.99% +421 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,661 shares; 2024Q4: 10,792 shares; 2025Q1: 10,912 shares; 2025Q2: 11,938 shares; 2025Q3: 11,515 shares; 2025Q4: 11,705 shares; 2026Q1: 11,772 shares; 2026Q2: 11,871 shares 11,871 $3.01M 0.92% +99 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,337 shares; 2024Q4: 5,932 shares; 2025Q1: 6,321 shares; 2025Q2: 5,614 shares; 2025Q3: 7,212 shares; 2025Q4: 7,778 shares; 2026Q1: 7,709 shares; 2026Q2: 7,735 shares 7,735 $2.92M 0.89% +26 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,209 shares; 2024Q4: 8,205 shares; 2025Q1: 8,090 shares; 2025Q2: 9,130 shares; 2025Q3: 9,155 shares; 2025Q4: 10,029 shares; 2026Q1: 9,993 shares; 2026Q2: 9,993 shares 9,993 $2.38M 0.73% 0 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,794 shares; 2026Q2: 31,802 shares 31,802 $2.32M 0.71% +8 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,057 shares; 2024Q4: 2,978 shares; 2025Q1: 2,890 shares; 2025Q2: 2,651 shares; 2025Q3: 2,537 shares; 2025Q4: 2,511 shares; 2026Q1: 2,512 shares; 2026Q2: 2,077 shares 2,077 $2.21M 0.68% -435 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,782 shares; 2024Q4: 7,300 shares; 2025Q1: 6,876 shares; 2025Q2: 6,061 shares; 2025Q3: 5,400 shares; 2025Q4: 5,275 shares; 2026Q1: 6,279 shares; 2026Q2: 6,268 shares 6,268 $2.05M 0.63% -11 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,295 shares; 2025Q2: 2,331 shares; 2025Q3: 1,969 shares; 2025Q4: 2,012 shares; 2026Q1: 1,977 shares; 2026Q2: 1,958 shares 1,958 $1.88M 0.58% -19 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,618 shares; 2024Q4: 11,721 shares; 2025Q1: 11,722 shares; 2025Q2: 12,014 shares; 2025Q3: 11,587 shares; 2025Q4: 11,672 shares; 2026Q1: 11,589 shares; 2026Q2: 12,582 shares 12,582 $1.85M 0.56% +993 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,398 shares; 2024Q4: 26,323 shares; 2025Q1: 18,217 shares; 2025Q2: 13,114 shares; 2025Q3: 13,216 shares; 2025Q4: 13,238 shares; 2026Q1: 13,075 shares; 2026Q2: 13,757 shares 13,757 $1.62M 0.49% +682 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,132 shares; 2024Q4: 7,747 shares; 2025Q1: 7,836 shares; 2025Q2: 7,221 shares; 2025Q3: 6,798 shares; 2025Q4: 6,715 shares; 2026Q1: 6,550 shares; 2026Q2: 6,390 shares 6,390 $1.61M 0.49% -160 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,465 shares; 2024Q4: 11,413 shares; 2025Q1: 11,519 shares; 2025Q2: 11,483 shares; 2025Q3: 11,447 shares; 2025Q4: 11,599 shares; 2026Q1: 11,526 shares; 2026Q2: 11,744 shares 11,744 $1.59M 0.49% +218 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,597 shares; 2025Q2: 4,729 shares; 2025Q3: 4,768 shares; 2025Q4: 5,298 shares; 2026Q1: 5,290 shares; 2026Q2: 5,272 shares 5,272 $1.57M 0.48% -18 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,763 shares; 2024Q4: 10,567 shares; 2025Q1: 10,591 shares; 2025Q2: 10,857 shares; 2025Q3: 10,857 shares; 2025Q4: 11,524 shares; 2026Q1: 9,496 shares; 2026Q2: 9,343 shares 9,343 $1.55M 0.47% -153 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,068 shares; 2024Q4: 8,104 shares; 2025Q1: 8,446 shares; 2025Q2: 9,153 shares; 2025Q3: 9,116 shares; 2025Q4: 9,078 shares; 2026Q1: 9,004 shares; 2026Q2: 11,143 shares 11,143 $1.43M 0.44% +2,139 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,991 shares; 2024Q4: 3,991 shares; 2025Q1: 7,372 shares; 2025Q2: 7,351 shares; 2025Q3: 7,351 shares; 2025Q4: 7,755 shares; 2026Q1: 7,464 shares; 2026Q2: 7,464 shares 7,464 $1.42M 0.43% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 3,576 shares; 2025Q1: 4,111 shares; 2025Q2: 4,179 shares; 2025Q3: 4,179 shares; 2025Q4: 4,103 shares; 2026Q1: 4,196 shares; 2026Q2: 4,119 shares 4,119 $1.4M 0.43% -77 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 4,104 shares; 2025Q4: 4,379 shares; 2026Q1: 4,430 shares; 2026Q2: 4,463 shares 4,463 $1.26M 0.38% +33 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,138 shares; 2024Q4: 7,005 shares; 2025Q1: 4,896 shares; 2025Q2: 3,499 shares; 2025Q3: 3,338 shares; 2025Q4: 3,332 shares; 2026Q1: 3,321 shares; 2026Q2: 3,513 shares 3,513 $1.24M 0.38% +192 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,822 shares; 2024Q4: 8,509 shares; 2025Q1: 8,696 shares; 2025Q2: 9,727 shares; 2025Q3: 10,706 shares; 2025Q4: 10,646 shares; 2026Q1: 11,102 shares; 2026Q2: 11,167 shares 11,167 $1.2M 0.37% +65 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,767 shares; 2024Q4: 4,765 shares; 2025Q1: 2,958 shares; 2025Q2: 3,435 shares; 2025Q3: 3,426 shares; 2025Q4: 3,642 shares; 2026Q1: 3,618 shares; 2026Q2: 3,502 shares 3,502 $1.2M 0.37% -116 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,155 shares; 2024Q4: 5,149 shares; 2025Q1: 5,124 shares; 2025Q2: 5,744 shares; 2025Q3: 5,457 shares; 2025Q4: 5,678 shares; 2026Q1: 5,668 shares; 2026Q2: 5,668 shares 5,668 $1.18M 0.36% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,936 shares; 2024Q4: 2,112 shares; 2025Q1: 2,558 shares; 2025Q2: 2,937 shares; 2025Q3: 3,012 shares; 2025Q4: 2,817 shares; 2026Q1: 2,812 shares; 2026Q2: 2,812 shares 2,812 $1.18M 0.36% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,622 shares; 2024Q4: 19,611 shares; 2025Q1: 22,623 shares; 2025Q2: 21,635 shares; 2025Q3: 21,143 shares; 2025Q4: 22,578 shares; 2026Q1: 22,556 shares; 2026Q2: 20,546 shares 20,546 $1.17M 0.36% -2,010 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,508 shares; 2024Q4: 9,421 shares; 2025Q1: 8,859 shares; 2025Q2: 8,227 shares; 2025Q3: 8,205 shares; 2025Q4: 8,119 shares; 2026Q1: 8,071 shares; 2026Q2: 7,936 shares 7,936 $1.14M 0.35% -135 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,364 shares; 2024Q4: 4,088 shares; 2025Q1: 4,228 shares; 2025Q2: 3,916 shares; 2025Q3: 3,928 shares; 2025Q4: 3,923 shares; 2026Q1: 3,872 shares; 2026Q2: 4,096 shares 4,096 $1.11M 0.34% +224 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,729 shares; 2024Q4: 8,364 shares; 2025Q1: 7,924 shares; 2025Q2: 8,234 shares; 2025Q3: 8,314 shares; 2025Q4: 8,292 shares; 2026Q1: 7,992 shares; 2026Q2: 7,880 shares 7,880 $1.08M 0.33% -112 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,887 shares; 2024Q4: 5,953 shares; 2025Q1: 5,744 shares; 2025Q2: 5,318 shares; 2025Q3: 5,310 shares; 2025Q4: 5,350 shares; 2026Q1: 4,907 shares; 2026Q2: 4,802 shares 4,802 $1.07M 0.33% -105 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,757 shares; 2024Q4: 8,326 shares; 2025Q1: 8,349 shares; 2025Q2: 11,151 shares; 2025Q3: 10,200 shares; 2025Q4: 9,611 shares; 2026Q1: 9,007 shares; 2026Q2: 9,007 shares 9,007 $1.02M 0.31% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,181 shares; 2024Q4: 2,078 shares; 2025Q1: 1,921 shares; 2025Q2: 1,899 shares; 2025Q3: 1,905 shares; 2025Q4: 1,908 shares; 2026Q1: 1,888 shares; 2026Q2: 1,998 shares 1,998 $1.02M 0.31% +110 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,482 shares; 2024Q4: 1,172 shares; 2025Q1: 1,195 shares; 2025Q2: 1,436 shares; 2025Q3: 1,436 shares; 2025Q4: 1,456 shares; 2026Q1: 1,441 shares; 2026Q2: 1,417 shares 1,417 $1.01M 0.31% -24 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 699 shares; 2024Q4: 1,320 shares; 2025Q1: 1,537 shares; 2025Q2: 1,558 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,249 shares; 2026Q2: 1,301 shares 1,301 $972K 0.3% +52 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,921 shares; 2024Q4: 11,459 shares; 2025Q1: 10,794 shares; 2025Q2: 10,836 shares; 2025Q3: 10,507 shares; 2025Q4: 10,423 shares; 2026Q1: 10,297 shares; 2026Q2: 10,115 shares 10,115 $968K 0.3% -182 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,356 shares; 2024Q4: 1,356 shares; 2025Q1: 1,471 shares; 2025Q2: 1,494 shares; 2025Q3: 1,497 shares; 2025Q4: 1,680 shares; 2026Q1: 1,678 shares; 2026Q2: 1,678 shares 1,678 $945K 0.29% 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; 2024Q3: 2,523 shares; 2024Q4: 2,523 shares; 2025Q1: 2,490 shares; 2025Q2: 2,752 shares; 2025Q3: 2,388 shares; 2025Q4: 2,516 shares; 2026Q1: 2,535 shares; 2026Q2: 2,535 shares 2,535 $898K 0.27% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,090 shares; 2024Q4: 3,272 shares; 2025Q1: 2,707 shares; 2025Q2: 2,854 shares; 2025Q3: 2,513 shares; 2025Q4: 2,384 shares; 2026Q1: 2,412 shares; 2026Q2: 2,373 shares 2,373 $891K 0.27% -39 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,658 shares; 2024Q4: 2,656 shares; 2025Q1: 2,657 shares; 2025Q2: 2,457 shares; 2025Q3: 2,326 shares; 2025Q4: 2,478 shares; 2026Q1: 2,448 shares; 2026Q2: 2,389 shares 2,389 $885K 0.27% -59 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,098 shares; 2024Q4: 14,649 shares; 2025Q1: 10,235 shares; 2025Q2: 9,402 shares; 2025Q3: 9,358 shares; 2025Q4: 9,205 shares; 2026Q1: 9,205 shares; 2026Q2: 9,652 shares 9,652 $880K 0.27% +447 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,390 shares; 2024Q4: 12,229 shares; 2025Q1: 12,710 shares; 2025Q2: 11,889 shares; 2025Q3: 11,998 shares; 2025Q4: 12,126 shares; 2026Q1: 12,083 shares; 2026Q2: 11,788 shares 11,788 $848K 0.26% -295 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: 959 shares; 2025Q2: 975 shares; 2025Q3: 1,023 shares; 2025Q4: 1,328 shares; 2026Q1: 1,326 shares; 2026Q2: 1,321 shares 1,321 $838K 0.26% -5 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 771 shares; 2025Q2: 764 shares; 2025Q3: 769 shares; 2025Q4: 765 shares; 2026Q1: 821 shares; 2026Q2: 813 shares 813 $822K 0.25% -8 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 924 shares; 2026Q1: 1,371 shares; 2026Q2: 1,392 shares 1,392 $809K 0.25% +21 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,884 shares; 2024Q4: 11,262 shares; 2025Q1: 11,707 shares; 2025Q2: 13,830 shares; 2025Q3: 14,158 shares; 2025Q4: 14,325 shares; 2026Q1: 14,325 shares; 2026Q2: 14,735 shares 14,735 $799K 0.24% +410 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,572 shares; 2024Q4: 116,823 shares; 2025Q1: 119,902 shares; 2025Q2: 118,871 shares; 2025Q3: 124,667 shares; 2025Q4: 128,847 shares; 2026Q1: 10,649 shares; 2026Q2: 10,213 shares 10,213 $788K 0.24% -436 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,501 shares; 2026Q1: 1,501 shares; 2026Q2: 1,501 shares 1,501 $751K 0.23% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,371 shares; 2024Q4: 13,179 shares; 2025Q1: 13,747 shares; 2025Q2: 12,858 shares; 2025Q3: 11,973 shares; 2025Q4: 11,872 shares; 2026Q1: 12,393 shares; 2026Q2: 12,306 shares 12,306 $743K 0.23% -87 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,738 shares; 2025Q4: 5,662 shares; 2026Q1: 5,153 shares; 2026Q2: 5,118 shares 5,118 $740K 0.23% -35 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,409 shares; 2024Q4: 16,269 shares; 2025Q1: 17,794 shares; 2025Q2: 17,071 shares; 2025Q3: 17,047 shares; 2025Q4: 17,393 shares; 2026Q1: 17,133 shares; 2026Q2: 16,890 shares 16,890 $715K 0.22% -243 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,553 shares; 2024Q4: 7,395 shares; 2025Q1: 6,873 shares; 2025Q2: 7,119 shares; 2025Q3: 7,201 shares; 2025Q4: 7,310 shares; 2026Q1: 7,285 shares; 2026Q2: 7,254 shares 7,254 $713K 0.22% -31 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,091 shares; 2024Q4: 8,048 shares; 2025Q1: 8,290 shares; 2025Q2: 8,183 shares; 2025Q3: 8,152 shares; 2025Q4: 8,096 shares; 2026Q1: 8,036 shares; 2026Q2: 8,492 shares 8,492 $710K 0.22% +456 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 489 shares; 2025Q4: 567 shares; 2026Q1: 572 shares; 2026Q2: 572 shares 572 $686K 0.21% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,441 shares; 2025Q2: 2,483 shares; 2025Q3: 2,483 shares; 2025Q4: 2,693 shares; 2026Q1: 2,689 shares; 2026Q2: 2,689 shares 2,689 $662K 0.2% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,657 shares; 2024Q4: 5,617 shares; 2025Q1: 5,284 shares; 2025Q2: 5,734 shares; 2025Q3: 5,707 shares; 2025Q4: 5,636 shares; 2026Q1: 5,957 shares; 2026Q2: 6,083 shares 6,083 $657K 0.2% +126 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,486 shares; 2026Q2: 1,486 shares 1,486 $644K 0.2% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 3,276 shares; 2025Q2: 3,231 shares; 2025Q3: 3,231 shares; 2025Q4: 3,182 shares; 2026Q1: 3,189 shares; 2026Q2: 3,394 shares 3,394 $627K 0.19% +205 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,986 shares; 2025Q3: 4,224 shares; 2025Q4: 4,921 shares; 2026Q1: 4,921 shares; 2026Q2: 4,921 shares 4,921 $623K 0.19% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 324 shares; 2025Q4: 510 shares; 2026Q1: 536 shares; 2026Q2: 536 shares 536 $607K 0.19% 0 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; 2024Q3: 2,510 shares; 2024Q4: 2,495 shares; 2025Q1: 2,787 shares; 2025Q2: 2,621 shares; 2025Q3: 2,465 shares; 2025Q4: 2,527 shares; 2026Q1: 2,521 shares; 2026Q2: 2,724 shares 2,724 $602K 0.18% +203 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,765 shares; 2026Q2: 5,779 shares 5,779 $594K 0.18% +14 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,572 shares; 2024Q4: 6,633 shares; 2025Q1: 6,175 shares; 2025Q2: 6,835 shares; 2025Q3: 7,043 shares; 2025Q4: 7,084 shares; 2026Q1: 7,054 shares; 2026Q2: 7,592 shares 7,592 $594K 0.18% +538 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,751 shares; 2024Q4: 7,745 shares; 2025Q1: 8,786 shares; 2025Q2: 8,925 shares; 2025Q3: 8,682 shares; 2025Q4: 8,364 shares; 2026Q1: 8,355 shares; 2026Q2: 8,188 shares 8,188 $591K 0.18% -167 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 990 shares; 2025Q3: 1,059 shares; 2025Q4: 1,188 shares; 2026Q1: 1,188 shares; 2026Q2: 1,162 shares 1,162 $583K 0.18% -26 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,708 shares; 2024Q4: 3,705 shares; 2025Q1: 3,652 shares; 2025Q2: 4,338 shares; 2025Q3: 4,338 shares; 2025Q4: 4,633 shares; 2026Q1: 4,620 shares; 2026Q2: 4,620 shares 4,620 $569K 0.17% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,674 shares; 2024Q4: 3,590 shares; 2025Q1: 3,590 shares; 2025Q2: 3,590 shares; 2025Q3: 3,590 shares; 2025Q4: 3,590 shares; 2026Q1: 3,590 shares; 2026Q2: 3,590 shares 3,590 $561K 0.17% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,498 shares 2,498 $559K 0.17% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,597 shares; 2024Q4: 4,590 shares; 2025Q1: 4,619 shares; 2025Q2: 5,389 shares; 2025Q3: 5,637 shares; 2025Q4: 6,358 shares; 2026Q1: 6,348 shares; 2026Q2: 6,348 shares 6,348 $557K 0.17% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,868 shares; 2024Q4: 101,868 shares; 2025Q1: 99,868 shares; 2025Q2: 98,868 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 10,016 shares 10,016 $556K 0.17% +9,972 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,337 shares; 2024Q4: 6,072 shares; 2025Q1: 6,278 shares; 2025Q2: 5,664 shares; 2025Q3: 5,551 shares; 2025Q4: 5,651 shares; 2026Q1: 5,711 shares; 2026Q2: 5,679 shares 5,679 $538K 0.16% -32 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,867 shares; 2024Q4: 4,864 shares; 2025Q1: 3,797 shares; 2025Q2: 3,117 shares; 2025Q3: 3,046 shares; 2025Q4: 3,293 shares; 2026Q1: 3,426 shares; 2026Q2: 3,426 shares 3,426 $502K 0.15% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares 1,310 $490K 0.15% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,829 shares; 2024Q4: 16,588 shares; 2025Q1: 19,276 shares; 2025Q2: 19,815 shares; 2025Q3: 18,394 shares; 2025Q4: 18,251 shares; 2026Q1: 18,376 shares; 2026Q2: 19,940 shares 19,940 $480K 0.15% +1,564 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 1,040 shares; 2025Q1: 1,055 shares; 2025Q2: 1,331 shares; 2025Q3: 1,389 shares; 2025Q4: 1,517 shares; 2026Q1: 1,515 shares; 2026Q2: 1,515 shares 1,515 $477K 0.15% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,359 shares; 2024Q4: 4,268 shares; 2025Q1: 4,251 shares; 2025Q2: 4,673 shares; 2025Q3: 4,673 shares; 2025Q4: 4,901 shares; 2026Q1: 4,891 shares; 2026Q2: 4,862 shares 4,862 $468K 0.14% -29 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,692 shares; 2024Q4: 1,597 shares; 2025Q1: 1,329 shares; 2025Q2: 1,049 shares; 2025Q3: 1,049 shares; 2025Q4: 1,014 shares; 2026Q1: 3,336 shares; 2026Q2: 3,309 shares 3,309 $452K 0.14% -27 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,364 shares; 2026Q2: 2,561 shares 2,561 $449K 0.14% +197 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 627 shares; 2026Q1: 1,038 shares; 2026Q2: 1,038 shares 1,038 $442K 0.14% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,272 shares; 2024Q4: 2,272 shares; 2025Q1: 2,308 shares; 2025Q2: 2,771 shares; 2025Q3: 2,940 shares; 2025Q4: 3,202 shares; 2026Q1: 3,195 shares; 2026Q2: 3,195 shares 3,195 $433K 0.13% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,424 shares 1,424 $417K 0.13% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,429 shares; 2026Q2: 2,429 shares 2,429 $413K 0.13% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 15,171 shares; 2025Q2: 14,859 shares; 2025Q3: 12,832 shares; 2025Q4: 13,039 shares; 2026Q1: 16,324 shares; 2026Q2: 16,569 shares 16,569 $407K 0.12% +245 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 522 shares; 2024Q4: 526 shares; 2025Q1: 532 shares; 2025Q2: 522 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $361K 0.11% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32 shares; 2024Q4: 621 shares; 2025Q1: 875 shares; 2025Q2: 905 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $346K 0.11% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,474 shares; 2024Q4: 3,454 shares; 2025Q1: 3,232 shares; 2025Q2: 3,278 shares; 2025Q3: 3,291 shares; 2025Q4: 3,262 shares; 2026Q1: 3,288 shares; 2026Q2: 3,942 shares 3,942 $299K 0.09% +654 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,265 shares; 2025Q1: 6,150 shares; 2025Q2: 6,147 shares; 2025Q3: 6,147 shares; 2025Q4: 6,147 shares; 2026Q1: 5,398 shares; 2026Q2: 5,398 shares 5,398 $295K 0.09% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,321 shares; 2026Q1: 3,321 shares; 2026Q2: 3,913 shares 3,913 $279K 0.09% +592 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,426 shares; 2025Q4: 2,886 shares; 2026Q1: 2,909 shares; 2026Q2: 2,909 shares 2,909 $264K 0.08% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,175 shares; 2025Q4: 1,533 shares; 2026Q1: 1,544 shares; 2026Q2: 1,544 shares 1,544 $259K 0.08% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,426 shares; 2026Q2: 5,426 shares 5,426 $252K 0.08% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,913 shares; 2025Q1: 4,911 shares; 2025Q2: 4,921 shares; 2025Q3: 4,921 shares; 2025Q4: 4,921 shares; 2026Q1: 4,706 shares; 2026Q2: 4,706 shares 4,706 $245K 0.08% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,309 shares; 2026Q1: 3,276 shares; 2026Q2: 3,276 shares 3,276 $234K 0.07% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,811 shares; 2024Q4: 15,811 shares; 2025Q1: 15,811 shares; 2025Q2: 15,811 shares; 2025Q3: 15,811 shares; 2025Q4: 15,811 shares; 2026Q1: 15,811 shares; 2026Q2: 15,811 shares 15,811 $220K 0.07% 0 Timeline WFCF WHERE FOOD COMES FROM INC More: the full row for WHERE FOOD COMES FROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,813 shares; 2024Q4: 16,813 shares; 2025Q1: 16,813 shares; 2025Q2: 16,813 shares; 2025Q3: 16,813 shares; 2025Q4: 16,813 shares; 2026Q1: 16,813 shares; 2026Q2: 16,813 shares 16,813 $219K 0.07% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,132 shares; 2025Q4: 1,274 shares; 2026Q1: 1,352 shares; 2026Q2: 1,352 shares 1,352 $212K 0.06% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,069 shares; 2024Q4: 2,069 shares; 2025Q1: 2,200 shares; 2025Q2: 2,639 shares; 2025Q3: 2,639 shares; 2025Q4: 2,889 shares; 2026Q1: 2,882 shares; 2026Q2: 2,882 shares 2,882 $207K 0.06% 0 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: 3,495 shares; 2025Q1: 3,495 shares; 2025Q2: 3,495 shares; 2025Q3: 3,495 shares; 2025Q4: 3,495 shares; 2026Q1: 3,495 shares; 2026Q2: 3,495 shares 3,495 $204K 0.06% 0 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; 2024Q3: 387 shares; 2024Q4: 387 shares; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares; 2026Q2: 387 shares 387 $202K 0.06% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,132 shares; 2024Q4: 4,691 shares; 2025Q1: 3,277 shares; 2025Q2: 3,277 shares; 2025Q3: 3,277 shares; 2025Q4: 2,610 shares; 2026Q1: 1,659 shares; 2026Q2: 1,924 shares 1,924 $200K 0.06% +265 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,721 shares; 2024Q4: 7,632 shares; 2025Q1: 8,463 shares; 2025Q2: 7,723 shares; 2025Q3: 7,723 shares; 2025Q4: 7,901 shares; 2026Q1: 1,226 shares; 2026Q2: 1,226 shares 1,226 $175K 0.05% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,440 shares; 2026Q1: 5,451 shares; 2026Q2: 5,451 shares 5,451 $172K 0.05% 0 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,468 shares; 2026Q1: 3,468 shares; 2026Q2: 3,468 shares 3,468 $166K 0.05% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $164K 0.05% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,887 shares; 2026Q1: 3,887 shares; 2026Q2: 3,887 shares 3,887 $158K 0.05% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 853 shares; 2026Q1: 1,335 shares; 2026Q2: 1,335 shares 1,335 $156K 0.05% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 918 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 569 shares; 2026Q2: 569 shares 569 $135K 0.04% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 606 shares; 2024Q4: 606 shares; 2025Q1: 457 shares; 2025Q2: 451 shares; 2025Q3: 439 shares; 2025Q4: 377 shares; 2026Q1: 377 shares; 2026Q2: 377 shares 377 $133K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,665 shares; 2024Q4: 1,665 shares; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,514 shares; 2026Q1: 1,357 shares; 2026Q2: 1,357 shares 1,357 $112K 0.03% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,952 shares; 2024Q4: 2,766 shares; 2025Q1: 2,718 shares; 2025Q2: 2,718 shares; 2025Q3: 2,288 shares; 2025Q4: 2,288 shares; 2026Q1: 2,288 shares; 2026Q2: 2,288 shares 2,288 $107K 0.03% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,031 shares; 2024Q4: 12,770 shares; 2025Q1: 13,398 shares; 2025Q2: 13,677 shares; 2025Q3: 15,068 shares; 2025Q4: 15,598 shares; 2026Q1: 726 shares; 2026Q2: 716 shares 716 $106K 0.03% -10 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $96.8K 0.03% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030 shares; 2024Q4: 288 shares; 2025Q1: 4,343 shares; 2025Q2: 4,343 shares; 2025Q3: 4,055 shares; 2025Q4: 4,055 shares; 2026Q1: 1,888 shares; 2026Q2: 1,888 shares 1,888 $96.4K 0.03% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 184 shares 184 $95.5K 0.03% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,769 shares; 2024Q4: 513 shares; 2025Q1: 482 shares; 2025Q2: 482 shares; 2025Q3: 351 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares; 2026Q2: 1,820 shares 1,820 $91.4K 0.03% 0 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $73.5K 0.02% new Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,338 shares; 2026Q2: 1,338 shares 1,338 $70.6K 0.02% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,079 shares; 2024Q4: 3,347 shares; 2025Q1: 2,289 shares; 2025Q2: 2,289 shares; 2025Q3: 2,289 shares; 2025Q4: 1,797 shares; 2026Q1: 1,184 shares; 2026Q2: 1,181 shares 1,181 $70.5K 0.02% -3 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 189 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 139 shares 139 $68.8K 0.02% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,521 shares; 2025Q3: 1,521 shares; 2025Q4: 1,521 shares; 2026Q1: 1,521 shares; 2026Q2: 1,521 shares 1,521 $66.5K 0.02% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $66.3K 0.02% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 746 shares; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares; 2026Q1: 1,246 shares; 2026Q2: 1,246 shares 1,246 $62.8K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 197 shares; 2026Q2: 197 shares 197 $62K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 252 shares 252 $56.4K 0.02% 0 Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 7,975 shares; 2025Q4: 7,975 shares; 2026Q1: 7,975 shares; 2026Q2: 7,975 shares 7,975 $55.6K 0.02% 0 Timeline JMBS 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,177 shares 1,177 $53K 0.02% new Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,461 shares; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 3,619 shares; 2025Q3: 3,619 shares; 2025Q4: 3,619 shares; 2026Q1: 3,619 shares; 2026Q2: 3,619 shares 3,619 $49.6K 0.02% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 422 shares; 2026Q1: 422 shares; 2026Q2: 422 shares 422 $43.5K 0.01% 0 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 889 shares 889 $43.2K 0.01% 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; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 283 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $42.3K 0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 595 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $40.6K 0.01% 0 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; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 130 shares; 2026Q1: not reported; 2026Q2: 55 shares 55 $38.7K 0.01% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 405 shares 405 $38.3K 0.01% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 305 shares 305 $38.1K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 94 shares; 2026Q2: 376 shares 376 $35.6K 0.01% +282 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 159 shares 159 $33.8K 0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,605 shares; 2024Q4: 12,605 shares; 2025Q1: 12,605 shares; 2025Q2: 3,805 shares; 2025Q3: 3,805 shares; 2025Q4: 3,805 shares; 2026Q1: 3,053 shares; 2026Q2: 3,053 shares 3,053 $33.1K 0.01% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 775 shares 775 $31.1K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $30.5K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 183 shares; 2026Q1: 183 shares; 2026Q2: 183 shares 183 $30.5K 0.01% 0 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 384 shares; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $29.7K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 313 shares; 2025Q4: 313 shares; 2026Q1: 162 shares; 2026Q2: 162 shares 162 $27.6K 0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 29 shares 29 $27.1K 0.01% -3 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105 shares 105 $26.8K 0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 994 shares; 2024Q4: 994 shares; 2025Q1: 371 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $26.8K 0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 337 shares; 2025Q3: 337 shares; 2025Q4: 337 shares; 2026Q1: 337 shares; 2026Q2: 337 shares 337 $26.6K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499 shares; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 499 shares; 2025Q4: 406 shares; 2026Q1: 346 shares; 2026Q2: 346 shares 346 $26.5K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83 shares 83 $24.9K 0.01% new Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares 475 $24.7K 0.01% new Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares; 2026Q2: 319 shares 319 $23.7K 0.01% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 234 shares 234 $23.5K 0.01% new Timeline CVI CVR ENERGY INC More: the full row for CVR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $23.4K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 188 shares 188 $23.4K 0.01% 0 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $22.7K 0.01% 0 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $22.2K 0.01% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 521 shares 521 $21.8K 0.01% new Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 444 shares 444 $21.6K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 318 shares; 2026Q2: 318 shares 318 $21.5K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $20.7K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $19.9K 0.01% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,227 shares; 2024Q4: 2,225 shares; 2025Q1: 1,664 shares; 2025Q2: 2,032 shares; 2025Q3: 47 shares; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares 47 $19.5K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 56 shares; 2026Q1: 56 shares; 2026Q2: 56 shares 56 $18.9K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 795 shares 795 $17.4K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $17K 0.01% 0 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 153 shares 153 $16.7K 0.01% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $16.4K 0.01% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $16.1K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 126 shares 126 $14.7K <0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $14.7K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $14.5K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 13 shares 13 $13.6K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 496 shares 496 $13.1K <0.01% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480 shares 480 $13K <0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 25 shares 25 $12.8K <0.01% -62 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45 shares 45 $12.4K <0.01% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 96 shares 96 $11.8K <0.01% new Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,516 shares; 2026Q1: 1,516 shares; 2026Q2: 1,516 shares 1,516 $11.7K <0.01% 0 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 238 shares 238 $11.7K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198 shares; 2026Q2: 198 shares 198 $11.4K <0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $11.2K <0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $11.1K <0.01% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares 109 $10.9K <0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120 shares 120 $10.5K <0.01% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,703 shares; 2024Q4: 147,041 shares; 2025Q1: 152,398 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 428 shares; 2026Q2: 428 shares 428 $10K <0.01% 0 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 236 shares 236 $9.38K <0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113 shares 113 $9.3K <0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $8.96K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259 shares; 2024Q4: 259 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $8.64K <0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,700 shares; 2024Q4: 10,645 shares; 2025Q1: 10,645 shares; 2025Q2: 10,645 shares; 2025Q3: 1,090 shares; 2025Q4: 398 shares; 2026Q1: 398 shares; 2026Q2: 398 shares 398 $8.24K <0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $6.88K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $6.85K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $6.24K <0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 66 shares 66 $5.98K <0.01% new Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 131 shares 131 $5.88K <0.01% new Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $5.7K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58 shares 58 $5.01K <0.01% new Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares; 2026Q2: 340 shares 340 $4.26K <0.01% 0 Timeline LITP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 336 shares 336 $4.2K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $4.17K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares 37 $3.58K <0.01% 0 Timeline SOBO SOUTH BOW CORP More: the full row for SOUTH BOW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $3.52K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares 35 $3.38K <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,062 shares; 2024Q4: 269 shares; 2025Q1: 269 shares; 2025Q2: 269 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 207 shares 207 $3.29K <0.01% +86 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 237 shares 237 $3.21K <0.01% +222 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $2.71K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $2.61K <0.01% 0 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $2.6K <0.01% 0 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $438 <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $266 <0.01% 0 Timeline