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; 2023Q4: 296,379 shares; 2024Q1: 429,719 shares; 2024Q2: 431,473 shares; 2024Q3: 418,972 shares; 2024Q4: 426,546 shares; 2025Q1: 427,607 shares; 2025Q2: 366,138 shares; 2025Q3: 530,389 shares 530,389 $101M 7.86% +164,251 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; 2023Q4: 251,783 shares; 2024Q1: 264,770 shares; 2024Q2: 278,976 shares; 2024Q3: 280,856 shares; 2024Q4: not reported; 2025Q1: 286,250 shares; 2025Q2: 1,511,472 shares; 2025Q3: 1,622,671 shares 1,622,671 $69.4M 5.42% +111,199 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 941,912 shares; 2024Q1: 961,455 shares; 2024Q2: 973,154 shares; 2024Q3: 954,919 shares; 2024Q4: 1,005,526 shares; 2025Q1: 1,040,347 shares; 2025Q2: 1,054,316 shares; 2025Q3: 1,095,888 shares 1,095,888 $43.7M 3.41% +41,572 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 467,118 shares; 2024Q1: 467,781 shares; 2024Q2: 184,738 shares; 2024Q3: 163,498 shares; 2024Q4: 1,600,189 shares; 2025Q1: 560,264 shares; 2025Q2: 1,406,426 shares; 2025Q3: 843,550 shares 843,550 $42.7M 3.33% -562,876 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 856,763 shares; 2024Q1: 708,697 shares; 2024Q2: 722,781 shares; 2024Q3: 701,810 shares; 2024Q4: 924,336 shares; 2025Q1: 757,862 shares; 2025Q2: 955,512 shares; 2025Q3: 784,701 shares 784,701 $39.4M 3.08% -170,811 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; 2023Q4: 773,527 shares; 2024Q1: 775,305 shares; 2024Q2: 784,070 shares; 2024Q3: 758,181 shares; 2024Q4: 772,155 shares; 2025Q1: 804,657 shares; 2025Q2: 810,320 shares; 2025Q3: 832,692 shares 832,692 $38M 2.97% +22,372 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 200,481 shares; 2024Q1: 198,210 shares; 2024Q2: 196,188 shares; 2024Q3: 184,637 shares; 2024Q4: 186,949 shares; 2025Q1: 186,266 shares; 2025Q2: 185,759 shares; 2025Q3: 183,650 shares 183,650 $35.7M 2.79% -2,109 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 135,818 shares; 2024Q1: 137,080 shares; 2024Q2: 137,988 shares; 2024Q3: 130,621 shares; 2024Q4: 131,885 shares; 2025Q1: 130,969 shares; 2025Q2: 126,831 shares; 2025Q3: 149,415 shares 149,415 $31.3M 2.44% +22,584 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,126 shares; 2024Q1: 4,386 shares; 2024Q2: 4,238 shares; 2024Q3: 132,005 shares; 2024Q4: 169,683 shares; 2025Q1: 169,714 shares; 2025Q2: 168,858 shares; 2025Q3: 169,156 shares 169,156 $29.9M 2.34% +298 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 198,231 shares; 2024Q1: 199,487 shares; 2024Q2: 200,020 shares; 2024Q3: 193,020 shares; 2024Q4: 197,390 shares; 2025Q1: 200,628 shares; 2025Q2: 200,658 shares; 2025Q3: 199,500 shares 199,500 $28.2M 2.21% -1,158 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,047 shares; 2024Q1: 180,144 shares; 2024Q2: 186,192 shares; 2024Q3: 184,103 shares; 2024Q4: 187,869 shares; 2025Q1: 241,292 shares; 2025Q2: 241,778 shares; 2025Q3: 244,572 shares 244,572 $28.1M 2.2% +2,794 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 498,263 shares; 2024Q1: 504,294 shares; 2024Q2: 511,410 shares; 2024Q3: 497,480 shares; 2024Q4: 508,700 shares; 2025Q1: 531,860 shares; 2025Q2: 536,057 shares; 2025Q3: 551,449 shares 551,449 $28M 2.19% +15,392 Timeline JCPB 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; 2023Q4: 501,797 shares; 2024Q1: 514,935 shares; 2024Q2: 528,819 shares; 2024Q3: 516,474 shares; 2024Q4: 532,971 shares; 2025Q1: 560,615 shares; 2025Q2: 566,008 shares; 2025Q3: 582,182 shares 582,182 $27.7M 2.16% +16,174 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 234,007 shares; 2024Q1: 239,425 shares; 2024Q2: 241,634 shares; 2024Q3: 235,134 shares; 2024Q4: 239,977 shares; 2025Q1: 242,961 shares; 2025Q2: 248,243 shares; 2025Q3: 248,201 shares 248,201 $27.4M 2.14% -42 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 259,590 shares; 2024Q1: 256,925 shares; 2024Q2: 254,797 shares; 2024Q3: 240,433 shares; 2024Q4: 236,940 shares; 2025Q1: 233,641 shares; 2025Q2: 228,798 shares; 2025Q3: 224,358 shares 224,358 $27.1M 2.12% -4,440 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 32,359 shares; 2024Q1: 46,662 shares; 2024Q2: 385,434 shares; 2024Q3: 384,490 shares; 2024Q4: 65,190 shares; 2025Q1: 69,279 shares; 2025Q2: 403,991 shares; 2025Q3: 410,442 shares 410,442 $27.1M 2.11% +6,451 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; 2023Q4: 279,578 shares; 2024Q1: 288,865 shares; 2024Q2: 300,304 shares; 2024Q3: 298,141 shares; 2024Q4: 292,815 shares; 2025Q1: 298,025 shares; 2025Q2: 305,860 shares; 2025Q3: 322,779 shares 322,779 $25.3M 1.98% +16,919 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 252,059 shares; 2024Q1: 253,834 shares; 2024Q2: 253,480 shares; 2024Q3: 243,807 shares; 2024Q4: 249,623 shares; 2025Q1: 248,943 shares; 2025Q2: 246,737 shares; 2025Q3: 245,889 shares 245,889 $22.1M 1.73% -848 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 227,515 shares; 2024Q1: 227,421 shares; 2024Q2: 225,362 shares; 2024Q3: 216,865 shares; 2024Q4: 221,465 shares; 2025Q1: 224,166 shares; 2025Q2: 224,923 shares; 2025Q3: 225,286 shares 225,286 $21.6M 1.69% +363 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 164,047 shares; 2024Q1: 165,764 shares; 2024Q2: 166,365 shares; 2024Q3: 160,996 shares; 2024Q4: 163,982 shares; 2025Q1: 164,688 shares; 2025Q2: 165,136 shares; 2025Q3: 164,688 shares 164,688 $21.4M 1.67% -448 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 187,574 shares; 2024Q1: 181,640 shares; 2024Q2: 178,586 shares; 2024Q3: 167,421 shares; 2024Q4: 167,855 shares; 2025Q1: 163,839 shares; 2025Q2: 157,319 shares; 2025Q3: 155,943 shares 155,943 $20.9M 1.63% -1,376 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; 2023Q4: 81,136 shares; 2024Q1: 79,138 shares; 2024Q2: 77,111 shares; 2024Q3: 76,485 shares; 2024Q4: 9,359 shares; 2025Q1: 8,614 shares; 2025Q2: 67,835 shares; 2025Q3: 66,485 shares 66,485 $20.5M 1.6% -1,350 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,253 shares; 2024Q1: 6,130 shares; 2024Q2: 5,790 shares; 2024Q3: 5,490 shares; 2024Q4: 178,544 shares; 2025Q1: 183,061 shares; 2025Q2: 184,343 shares; 2025Q3: 184,644 shares 184,644 $19.4M 1.51% +301 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,659 shares; 2025Q3: 151,691 shares 151,691 $19.2M 1.5% -968 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; 2023Q4: 56,954 shares; 2024Q1: 55,357 shares; 2024Q2: 54,532 shares; 2024Q3: 4,638 shares; 2024Q4: 3,488 shares; 2025Q1: 3,425 shares; 2025Q2: 39,288 shares; 2025Q3: 39,158 shares 39,158 $18.8M 1.47% -130 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 56,328 shares; 2024Q1: 54,269 shares; 2024Q2: 51,761 shares; 2024Q3: 57,254 shares; 2024Q4: 70,415 shares; 2025Q1: 70,787 shares; 2025Q2: 71,013 shares; 2025Q3: 71,416 shares 71,416 $18.2M 1.42% +403 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26,529 shares; 2024Q1: 25,137 shares; 2024Q2: 26,121 shares; 2024Q3: 27,298 shares; 2024Q4: 29,014 shares; 2025Q1: 29,114 shares; 2025Q2: 28,923 shares; 2025Q3: 29,301 shares 29,301 $15.2M 1.19% +378 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,356 shares; 2024Q1: 15,163 shares; 2024Q2: 16,655 shares; 2024Q3: 18,492 shares; 2024Q4: 19,888 shares; 2025Q1: 20,128 shares; 2025Q2: 21,948 shares; 2025Q3: 22,467 shares 22,467 $15M 1.17% +519 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 867,670 shares; 2024Q1: 889,962 shares; 2024Q2: 901,436 shares; 2024Q3: 874,128 shares; 2024Q4: 120,357 shares; 2025Q1: 826,316 shares; 2025Q2: 129,816 shares; 2025Q3: 132,142 shares 132,142 $11.5M 0.9% +2,326 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,017 shares; 2024Q1: 107,718 shares; 2024Q2: 117,516 shares; 2024Q3: 129,701 shares; 2024Q4: 143,277 shares; 2025Q1: 151,161 shares; 2025Q2: 163,405 shares; 2025Q3: 168,905 shares 168,905 $11M 0.86% +5,500 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; 2023Q4: 37,628 shares; 2024Q1: 35,219 shares; 2024Q2: 36,912 shares; 2024Q3: 35,958 shares; 2024Q4: 36,943 shares; 2025Q1: 35,693 shares; 2025Q2: 35,016 shares; 2025Q3: 34,783 shares 34,783 $11M 0.86% -233 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 176,034 shares; 2024Q1: 182,302 shares; 2024Q2: 191,141 shares; 2024Q3: 194,914 shares; 2024Q4: 150,946 shares; 2025Q1: 155,273 shares; 2025Q2: 163,121 shares; 2025Q3: 185,277 shares 185,277 $10.6M 0.83% +22,156 Timeline JPEF 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 114,688 shares; 2025Q1: 120,144 shares; 2025Q2: 127,614 shares; 2025Q3: 142,141 shares 142,141 $10.5M 0.82% +14,527 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; 2023Q4: 48,864 shares; 2024Q1: 46,829 shares; 2024Q2: 47,880 shares; 2024Q3: 46,455 shares; 2024Q4: 45,923 shares; 2025Q1: 46,083 shares; 2025Q2: 45,395 shares; 2025Q3: 45,399 shares 45,399 $9.8M 0.77% +4 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 107,752 shares; 2024Q1: 128,841 shares; 2024Q2: 139,687 shares; 2024Q3: 148,066 shares; 2024Q4: 210,437 shares; 2025Q1: 218,744 shares; 2025Q2: 180,054 shares; 2025Q3: 183,542 shares 183,542 $8.87M 0.69% +3,488 Timeline FV 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; 2023Q4: 77,562 shares; 2024Q1: 87,557 shares; 2024Q2: 96,333 shares; 2024Q3: 106,129 shares; 2024Q4: 115,933 shares; 2025Q1: 122,376 shares; 2025Q2: 133,454 shares; 2025Q3: 138,427 shares 138,427 $8.57M 0.67% +4,973 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,902 shares 20,902 $8.41M 0.66% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 30,344 shares; 2024Q1: 42,888 shares; 2024Q2: 48,487 shares; 2024Q3: 51,865 shares; 2024Q4: 56,599 shares; 2025Q1: 61,084 shares; 2025Q2: 68,062 shares; 2025Q3: 69,698 shares 69,698 $8.28M 0.65% +1,636 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; 2023Q4: 16,191 shares; 2024Q1: 16,132 shares; 2024Q2: 15,862 shares; 2024Q3: 15,419 shares; 2024Q4: 14,810 shares; 2025Q1: 14,606 shares; 2025Q2: 14,386 shares; 2025Q3: 13,696 shares 13,696 $8.22M 0.64% -690 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 83,424 shares; 2024Q1: 94,178 shares; 2024Q2: 103,305 shares; 2024Q3: 111,458 shares; 2024Q4: 119,976 shares; 2025Q1: 126,075 shares; 2025Q2: 142,676 shares; 2025Q3: 147,569 shares 147,569 $8.08M 0.63% +4,893 Timeline AIRR 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; 2023Q4: 72,258 shares; 2024Q1: 73,078 shares; 2024Q2: 74,954 shares; 2024Q3: 76,411 shares; 2024Q4: 65,536 shares; 2025Q1: 68,483 shares; 2025Q2: 71,631 shares; 2025Q3: 77,696 shares 77,696 $7.51M 0.59% +6,065 Timeline GSEW 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; 2023Q4: 805,305 shares; 2024Q1: 852,867 shares; 2024Q2: 873,940 shares; 2024Q3: 881,576 shares; 2024Q4: 911,297 shares; 2025Q1: 925,556 shares; 2025Q2: 91,998 shares; 2025Q3: 87,693 shares 87,693 $7.46M 0.58% -4,305 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; 2023Q4: 108,213 shares; 2024Q1: 112,710 shares; 2024Q2: 118,612 shares; 2024Q3: 118,450 shares; 2024Q4: 118,409 shares; 2025Q1: 121,909 shares; 2025Q2: not reported; 2025Q3: 129,416 shares 129,416 $7.4M 0.58% new 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; 2023Q4: 20,770 shares; 2024Q1: 20,469 shares; 2024Q2: 17,002 shares; 2024Q3: 16,528 shares; 2024Q4: 16,572 shares; 2025Q1: 16,220 shares; 2025Q2: 15,952 shares; 2025Q3: 16,016 shares 16,016 $7.32M 0.57% +64 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 41,300 shares; 2025Q1: 43,071 shares; 2025Q2: 46,733 shares; 2025Q3: 51,711 shares 51,711 $6.95M 0.54% +4,978 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,187 shares; 2024Q1: 63,391 shares; 2024Q2: 63,895 shares; 2024Q3: 61,430 shares; 2024Q4: 63,056 shares; 2025Q1: 61,372 shares; 2025Q2: 60,829 shares; 2025Q3: 60,894 shares 60,894 $6.28M 0.49% +65 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 47,946 shares; 2024Q2: 51,067 shares; 2024Q3: 51,480 shares; 2024Q4: 53,552 shares; 2025Q1: 55,641 shares; 2025Q2: 57,891 shares; 2025Q3: 62,543 shares 62,543 $6.03M 0.47% +4,652 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 38,821 shares; 2024Q2: 42,442 shares; 2024Q3: 44,900 shares; 2024Q4: 48,475 shares; 2025Q1: 50,712 shares; 2025Q2: 53,154 shares; 2025Q3: 57,968 shares 57,968 $5.97M 0.47% +4,814 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 85,542 shares; 2024Q1: 112,377 shares; 2024Q2: 126,088 shares; 2024Q3: 138,539 shares; 2024Q4: 152,726 shares; 2025Q1: 165,189 shares; 2025Q2: 183,745 shares; 2025Q3: 191,725 shares 191,725 $5.84M 0.46% +7,980 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 143,401 shares; 2025Q1: 149,853 shares; 2025Q2: 159,045 shares; 2025Q3: 196,930 shares 196,930 $5.83M 0.46% +37,885 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; 2023Q4: 14,866 shares; 2024Q1: 12,473 shares; 2024Q2: 20,227 shares; 2024Q3: 22,535 shares; 2024Q4: 22,700 shares; 2025Q1: 24,871 shares; 2025Q2: 25,644 shares; 2025Q3: 26,463 shares 26,463 $5.81M 0.45% +819 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26,259 shares; 2024Q1: 26,238 shares; 2024Q2: 25,769 shares; 2024Q3: 25,169 shares; 2024Q4: 25,497 shares; 2025Q1: 25,442 shares; 2025Q2: 24,501 shares; 2025Q3: 24,660 shares 24,660 $5.66M 0.44% +159 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 63,279 shares; 2024Q1: 72,637 shares; 2024Q2: 73,071 shares; 2024Q3: 70,363 shares; 2024Q4: 83,711 shares; 2025Q1: 85,552 shares; 2025Q2: 82,595 shares; 2025Q3: 126,837 shares 126,837 $5.65M 0.44% +44,242 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 46,912 shares; 2024Q1: 47,399 shares; 2024Q2: 46,858 shares; 2024Q3: 44,923 shares; 2024Q4: 45,077 shares; 2025Q1: 45,465 shares; 2025Q2: 44,467 shares; 2025Q3: 44,112 shares 44,112 $5.6M 0.44% -355 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,554 shares; 2024Q1: 979 shares; 2024Q2: 9,840 shares; 2024Q3: 26,797 shares; 2024Q4: 30,385 shares; 2025Q1: 30,655 shares; 2025Q2: 29,685 shares; 2025Q3: 29,682 shares 29,682 $5.54M 0.43% -3 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,773 shares; 2025Q3: 36,778 shares 36,778 $5.36M 0.42% +33,005 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; 2023Q4: 16,546 shares; 2024Q1: 16,510 shares; 2024Q2: 16,637 shares; 2024Q3: 17,116 shares; 2024Q4: 18,264 shares; 2025Q1: 18,864 shares; 2025Q2: 18,335 shares; 2025Q3: 18,380 shares 18,380 $5.19M 0.41% +45 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25,096 shares; 2024Q1: 25,523 shares; 2024Q2: 26,279 shares; 2024Q3: 26,218 shares; 2024Q4: 24,286 shares; 2025Q1: 27,020 shares; 2025Q2: 26,599 shares; 2025Q3: 26,297 shares 26,297 $5.07M 0.4% -302 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,851 shares; 2025Q3: 18,459 shares 18,459 $4.56M 0.36% +4,608 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; 2023Q4: 73,057 shares; 2024Q1: 77,012 shares; 2024Q2: 81,510 shares; 2024Q3: 81,933 shares; 2024Q4: 82,397 shares; 2025Q1: 85,347 shares; 2025Q2: not reported; 2025Q3: 92,280 shares 92,280 $4.27M 0.33% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 70,688 shares; 2024Q1: 75,863 shares; 2024Q2: 79,752 shares; 2024Q3: 79,341 shares; 2024Q4: 79,951 shares; 2025Q1: 82,222 shares; 2025Q2: 84,213 shares; 2025Q3: 89,336 shares 89,336 $4.18M 0.33% +5,123 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; 2023Q4: 9,427 shares; 2024Q1: 9,444 shares; 2024Q2: 9,990 shares; 2024Q3: 11,769 shares; 2024Q4: 11,809 shares; 2025Q1: 11,273 shares; 2025Q2: 11,256 shares; 2025Q3: 11,128 shares 11,128 $4.16M 0.33% -128 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; 2023Q4: 25,800 shares; 2024Q1: 25,662 shares; 2024Q2: 26,234 shares; 2024Q3: 25,250 shares; 2024Q4: 25,503 shares; 2025Q1: 24,897 shares; 2025Q2: 24,419 shares; 2025Q3: 24,627 shares 24,627 $4.15M 0.32% +208 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; 2023Q4: 8,424 shares; 2024Q1: 8,433 shares; 2024Q2: 17,604 shares; 2024Q3: 16,995 shares; 2024Q4: 17,141 shares; 2025Q1: 17,098 shares; 2025Q2: 17,137 shares; 2025Q3: 17,332 shares 17,332 $4.15M 0.32% +195 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 44,311 shares; 2024Q1: 44,394 shares; 2024Q2: 44,596 shares; 2024Q3: 43,589 shares; 2024Q4: 42,252 shares; 2025Q1: 42,811 shares; 2025Q2: 41,939 shares; 2025Q3: 28,845 shares 28,845 $4.1M 0.32% -13,094 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,993 shares; 2024Q1: 16,156 shares; 2024Q2: 16,312 shares; 2024Q3: 14,864 shares; 2024Q4: 14,908 shares; 2025Q1: 14,659 shares; 2025Q2: 14,433 shares; 2025Q3: 14,379 shares 14,379 $4.06M 0.32% -54 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; 2023Q4: 9,062 shares; 2024Q1: 9,005 shares; 2024Q2: 8,952 shares; 2024Q3: 15,455 shares; 2024Q4: 15,387 shares; 2025Q1: 15,316 shares; 2025Q2: 13,261 shares; 2025Q3: 13,168 shares 13,168 $3.43M 0.27% -93 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; 2023Q4: 56,844 shares; 2024Q1: 58,873 shares; 2024Q2: 57,753 shares; 2024Q3: 44,550 shares; 2024Q4: 48,370 shares; 2025Q1: 48,654 shares; 2025Q2: 49,407 shares; 2025Q3: 49,943 shares 49,943 $3.42M 0.27% +536 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,029 shares; 2024Q1: 10,473 shares; 2024Q2: 11,457 shares; 2024Q3: 13,323 shares; 2024Q4: 14,697 shares; 2025Q1: 13,877 shares; 2025Q2: 13,883 shares; 2025Q3: 13,979 shares 13,979 $3.4M 0.27% +96 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 704 shares; 2024Q1: 731 shares; 2024Q2: 872 shares; 2024Q3: 10,203 shares; 2024Q4: 11,756 shares; 2025Q1: 10,712 shares; 2025Q2: 10,276 shares; 2025Q3: 9,603 shares 9,603 $3.17M 0.25% -673 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; 2023Q4: 19,609 shares; 2024Q1: 21,415 shares; 2024Q2: 22,546 shares; 2024Q3: 25,356 shares; 2024Q4: 25,388 shares; 2025Q1: 93,176 shares; 2025Q2: 96,987 shares; 2025Q3: 101,924 shares 101,924 $2.88M 0.22% +4,937 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 474 shares; 2024Q1: 474 shares; 2024Q2: 5,625 shares; 2024Q3: 5,396 shares; 2024Q4: 2,902 shares; 2025Q1: 5,276 shares; 2025Q2: 5,325 shares; 2025Q3: 5,520 shares 5,520 $2.75M 0.22% +195 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 28,266 shares; 2024Q1: 30,070 shares; 2024Q2: 30,181 shares; 2024Q3: 29,775 shares; 2024Q4: 29,976 shares; 2025Q1: 28,800 shares; 2025Q2: 27,112 shares; 2025Q3: 27,001 shares 27,001 $2.5M 0.2% -111 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 23,610 shares; 2024Q1: 25,110 shares; 2024Q2: 25,810 shares; 2024Q3: 26,460 shares; 2024Q4: 26,685 shares; 2025Q1: 27,035 shares; 2025Q2: 26,635 shares; 2025Q3: 27,285 shares 27,285 $2.44M 0.19% +650 Timeline RPV 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; 2023Q4: 11,022 shares; 2024Q1: 14,220 shares; 2024Q2: 16,240 shares; 2024Q3: 19,585 shares; 2024Q4: 20,275 shares; 2025Q1: 21,675 shares; 2025Q2: 23,125 shares; 2025Q3: 24,255 shares 24,255 $2.41M 0.19% +1,130 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,406 shares; 2024Q1: 19,275 shares; 2024Q2: 19,105 shares; 2024Q3: 17,503 shares; 2024Q4: 18,013 shares; 2025Q1: 18,375 shares; 2025Q2: 17,709 shares; 2025Q3: 17,680 shares 17,680 $2.37M 0.18% -29 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,567 shares; 2024Q1: 17,008 shares; 2024Q2: 18,128 shares; 2024Q3: 18,454 shares; 2024Q4: 16,541 shares; 2025Q1: 15,723 shares; 2025Q2: 12,163 shares; 2025Q3: 12,182 shares 12,182 $2.26M 0.18% +19 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; 2023Q4: 5,006 shares; 2024Q1: 5,185 shares; 2024Q2: 449 shares; 2024Q3: 1,498 shares; 2024Q4: 6,228 shares; 2025Q1: 6,588 shares; 2025Q2: 6,194 shares; 2025Q3: 6,489 shares 6,489 $2.24M 0.18% +295 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,870 shares; 2025Q3: 56,870 shares 56,870 $2.01M 0.16% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,106 shares; 2024Q1: 2,053 shares; 2024Q2: 2,066 shares; 2024Q3: 3,394 shares; 2024Q4: 6,885 shares; 2025Q1: 6,900 shares; 2025Q2: 6,986 shares; 2025Q3: 7,095 shares 7,095 $2M 0.16% +109 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; 2023Q4: 5,158 shares; 2024Q1: 5,158 shares; 2024Q2: 6,528 shares; 2024Q3: 7,021 shares; 2024Q4: 7,321 shares; 2025Q1: 7,338 shares; 2025Q2: 7,228 shares; 2025Q3: 6,036 shares 6,036 $1.98M 0.15% -1,192 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,385 shares; 2024Q1: 5,463 shares; 2024Q2: 5,921 shares; 2024Q3: 5,851 shares; 2024Q4: 5,938 shares; 2025Q1: 5,378 shares; 2025Q2: 5,391 shares; 2025Q3: 5,599 shares 5,599 $1.91M 0.15% +208 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 68,613 shares; 2024Q1: 68,948 shares; 2024Q2: 68,048 shares; 2024Q3: 66,248 shares; 2024Q4: 66,548 shares; 2025Q1: 65,848 shares; 2025Q2: 60,598 shares; 2025Q3: 60,037 shares 60,037 $1.9M 0.15% -561 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; 2023Q4: 3,616 shares; 2024Q1: 6,307 shares; 2024Q2: 6,266 shares; 2024Q3: 6,279 shares; 2024Q4: 31,805 shares; 2025Q1: 31,748 shares; 2025Q2: 32,796 shares; 2025Q3: 33,108 shares 33,108 $1.88M 0.15% +312 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; 2023Q4: 9,994 shares; 2024Q1: 9,875 shares; 2024Q2: 9,716 shares; 2024Q3: 10,095 shares; 2024Q4: 10,715 shares; 2025Q1: 11,496 shares; 2025Q2: 11,139 shares; 2025Q3: 11,764 shares 11,764 $1.81M 0.14% +625 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; 2023Q4: 1,499 shares; 2024Q1: 1,957 shares; 2024Q2: 1,944 shares; 2024Q3: 1,926 shares; 2024Q4: 4,599 shares; 2025Q1: 6,837 shares; 2025Q2: 6,893 shares; 2025Q3: 6,521 shares 6,521 $1.78M 0.14% -372 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; 2023Q4: 27,577 shares; 2024Q1: 25,577 shares; 2024Q2: 27,460 shares; 2024Q3: 29,772 shares; 2024Q4: 31,977 shares; 2025Q1: 31,690 shares; 2025Q2: 32,175 shares; 2025Q3: 34,015 shares 34,015 $1.75M 0.14% +1,840 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; 2023Q4: 4,149 shares; 2024Q1: 3,910 shares; 2024Q2: 4,481 shares; 2024Q3: 4,419 shares; 2024Q4: 4,382 shares; 2025Q1: 3,932 shares; 2025Q2: 3,875 shares; 2025Q3: 4,081 shares 4,081 $1.65M 0.13% +206 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,013 shares; 2024Q1: 7,964 shares; 2024Q2: 7,966 shares; 2024Q3: 7,973 shares; 2024Q4: 8,272 shares; 2025Q1: 8,672 shares; 2025Q2: 9,372 shares; 2025Q3: 9,396 shares 9,396 $1.6M 0.12% +24 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 217,575 shares; 2024Q1: 212,885 shares; 2024Q2: 198,591 shares; 2024Q3: 183,793 shares; 2024Q4: 19,470 shares; 2025Q1: 17,688 shares; 2025Q2: 16,112 shares; 2025Q3: 14,807 shares 14,807 $1.59M 0.12% -1,305 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 148,776 shares; 2024Q1: 147,695 shares; 2024Q2: 147,247 shares; 2024Q3: 135,422 shares; 2024Q4: 134,804 shares; 2025Q1: 133,965 shares; 2025Q2: 8,212 shares; 2025Q3: 7,993 shares 7,993 $1.57M 0.12% -219 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 19,203 shares; 2024Q3: 19,095 shares; 2024Q4: 19,406 shares; 2025Q1: 19,268 shares; 2025Q2: 20,379 shares; 2025Q3: 21,617 shares 21,617 $1.55M 0.12% +1,238 Timeline RPG 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; 2023Q4: 31,310 shares; 2024Q1: 31,810 shares; 2024Q2: 32,410 shares; 2024Q3: 32,510 shares; 2024Q4: 31,610 shares; 2025Q1: 33,795 shares; 2025Q2: 30,870 shares; 2025Q3: 30,790 shares 30,790 $1.47M 0.11% -80 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,875 shares; 2024Q1: 14,051 shares; 2024Q2: 13,933 shares; 2024Q3: 13,891 shares; 2024Q4: 14,147 shares; 2025Q1: 14,509 shares; 2025Q2: 14,689 shares; 2025Q3: 14,944 shares 14,944 $1.47M 0.11% +255 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; 2023Q4: 1,257 shares; 2024Q1: 1,032 shares; 2024Q2: 1,042 shares; 2024Q3: 1,435 shares; 2024Q4: 1,432 shares; 2025Q1: 1,685 shares; 2025Q2: 1,730 shares; 2025Q3: 2,194 shares 2,194 $1.46M 0.11% +464 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; 2023Q4: 3,456 shares; 2024Q1: 5,085 shares; 2024Q2: 5,119 shares; 2024Q3: 4,926 shares; 2024Q4: 2,831 shares; 2025Q1: 4,834 shares; 2025Q2: 4,704 shares; 2025Q3: 4,974 shares 4,974 $1.43M 0.11% +270 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,739 shares; 2024Q1: 8,791 shares; 2024Q2: 8,897 shares; 2024Q3: 9,051 shares; 2024Q4: 9,432 shares; 2025Q1: 9,682 shares; 2025Q2: 10,182 shares; 2025Q3: 10,182 shares 10,182 $1.38M 0.11% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,029 shares; 2024Q1: 19,672 shares; 2024Q2: 20,205 shares; 2024Q3: 19,564 shares; 2024Q4: 18,731 shares; 2025Q1: 20,363 shares; 2025Q2: 15,786 shares; 2025Q3: 16,047 shares 16,047 $1.35M 0.11% +261 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,896 shares; 2024Q1: 3,783 shares; 2024Q2: 3,733 shares; 2024Q3: 4,507 shares; 2024Q4: 4,444 shares; 2025Q1: 4,496 shares; 2025Q2: 4,148 shares; 2025Q3: 4,339 shares 4,339 $1.32M 0.1% +191 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; 2023Q4: 8,324 shares; 2024Q1: 8,277 shares; 2024Q2: 8,438 shares; 2024Q3: 8,347 shares; 2024Q4: 9,848 shares; 2025Q1: 9,975 shares; 2025Q2: 10,076 shares; 2025Q3: 10,538 shares 10,538 $1.3M 0.1% +462 Timeline PRN 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; 2023Q4: 7,313 shares; 2024Q1: 7,546 shares; 2024Q2: 7,641 shares; 2024Q3: 7,370 shares; 2024Q4: 7,188 shares; 2025Q1: 7,285 shares; 2025Q2: 7,500 shares; 2025Q3: 7,489 shares 7,489 $1.29M 0.1% -11 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,712 shares; 2025Q2: 12,792 shares; 2025Q3: 13,258 shares 13,258 $1.26M 0.1% +466 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,850 shares; 2024Q1: 16,850 shares; 2024Q2: 16,050 shares; 2024Q3: 14,250 shares; 2024Q4: 11,450 shares; 2025Q1: 10,950 shares; 2025Q2: 10,556 shares; 2025Q3: 7,259 shares 7,259 $1.25M 0.1% -3,297 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,950 shares; 2024Q1: 5,150 shares; 2024Q2: 5,350 shares; 2024Q3: 5,250 shares; 2024Q4: 5,350 shares; 2025Q1: 5,350 shares; 2025Q2: 5,350 shares; 2025Q3: 5,082 shares 5,082 $1.2M 0.09% -268 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,809 shares; 2024Q1: 1,809 shares; 2024Q2: 1,735 shares; 2024Q3: 1,773 shares; 2024Q4: 1,731 shares; 2025Q1: 1,732 shares; 2025Q2: 1,629 shares; 2025Q3: 1,642 shares 1,642 $1.18M 0.09% +13 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,253 shares; 2024Q1: 18,483 shares; 2024Q2: 16,620 shares; 2024Q3: 16,082 shares; 2024Q4: 16,136 shares; 2025Q1: 16,350 shares; 2025Q2: 16,495 shares; 2025Q3: 16,215 shares 16,215 $1.17M 0.09% -280 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,193 shares; 2024Q1: 3,301 shares; 2024Q2: 3,250 shares; 2024Q3: 3,084 shares; 2024Q4: 3,521 shares; 2025Q1: 3,627 shares; 2025Q2: 3,627 shares; 2025Q3: 3,766 shares 3,766 $1.13M 0.09% +139 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; 2023Q4: 2,068 shares; 2024Q1: 2,068 shares; 2024Q2: 2,069 shares; 2024Q3: 2,038 shares; 2024Q4: 2,273 shares; 2025Q1: 2,307 shares; 2025Q2: 2,307 shares; 2025Q3: 2,263 shares 2,263 $1.13M 0.09% -44 Timeline PTF 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; 2023Q4: 15,240 shares; 2024Q1: 16,068 shares; 2024Q2: 16,376 shares; 2024Q3: 15,769 shares; 2024Q4: 15,621 shares; 2025Q1: 15,827 shares; 2025Q2: 14,631 shares; 2025Q3: 15,015 shares 15,015 $1.12M 0.09% +384 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,360 shares; 2024Q1: 9,220 shares; 2024Q2: 10,301 shares; 2024Q3: 11,305 shares; 2024Q4: 11,868 shares; 2025Q1: 11,538 shares; 2025Q2: 12,234 shares; 2025Q3: 11,665 shares 11,665 $1.11M 0.09% -569 Timeline PFI 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; 2023Q4: not reported; 2024Q1: 16,577 shares; 2024Q2: 17,414 shares; 2024Q3: 16,892 shares; 2024Q4: 16,947 shares; 2025Q1: 17,337 shares; 2025Q2: 18,124 shares; 2025Q3: 18,100 shares 18,100 $1.05M 0.08% -24 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,326 shares; 2024Q1: 12,221 shares; 2024Q2: 12,116 shares; 2024Q3: 12,116 shares; 2024Q4: 11,215 shares; 2025Q1: 12,040 shares; 2025Q2: 11,815 shares; 2025Q3: 11,674 shares 11,674 $1.03M 0.08% -141 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,577 shares; 2024Q1: 4,579 shares; 2024Q2: 5,671 shares; 2024Q3: 5,476 shares; 2024Q4: 6,372 shares; 2025Q1: 6,468 shares; 2025Q2: 6,449 shares; 2025Q3: 6,643 shares 6,643 $1.03M 0.08% +194 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,307 shares; 2024Q1: 2,307 shares; 2024Q2: 2,469 shares; 2024Q3: 2,673 shares; 2024Q4: 3,354 shares; 2025Q1: 3,469 shares; 2025Q2: 3,590 shares; 2025Q3: 3,648 shares 3,648 $1.03M 0.08% +58 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,480 shares; 2024Q1: 9,828 shares; 2024Q2: 10,641 shares; 2024Q3: 10,586 shares; 2024Q4: 10,258 shares; 2025Q1: 10,222 shares; 2025Q2: 10,422 shares; 2025Q3: 10,760 shares 10,760 $1M 0.08% +338 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; 2023Q4: 4,984 shares; 2024Q1: 4,989 shares; 2024Q2: 6,610 shares; 2024Q3: 6,582 shares; 2024Q4: 8,058 shares; 2025Q1: 8,255 shares; 2025Q2: 8,173 shares; 2025Q3: 8,837 shares 8,837 $996K 0.08% +664 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; 2023Q4: 6,207 shares; 2024Q1: 7,243 shares; 2024Q2: 10,071 shares; 2024Q3: 12,535 shares; 2024Q4: 13,051 shares; 2025Q1: 13,292 shares; 2025Q2: 12,437 shares; 2025Q3: 13,194 shares 13,194 $996K 0.08% +757 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,659 shares; 2024Q1: 4,857 shares; 2024Q2: 5,368 shares; 2024Q3: 5,318 shares; 2024Q4: 5,098 shares; 2025Q1: 5,012 shares; 2025Q2: 4,670 shares; 2025Q3: 4,195 shares 4,195 $992K 0.08% -475 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; 2023Q4: 1,017 shares; 2024Q1: 1,053 shares; 2024Q2: 1,077 shares; 2024Q3: 1,357 shares; 2024Q4: 1,557 shares; 2025Q1: 1,375 shares; 2025Q2: 1,280 shares; 2025Q3: 1,322 shares 1,322 $971K 0.08% +42 Timeline PEZ 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; 2023Q4: 9,294 shares; 2024Q1: 9,710 shares; 2024Q2: 9,888 shares; 2024Q3: 9,599 shares; 2024Q4: 9,701 shares; 2025Q1: 10,078 shares; 2025Q2: not reported; 2025Q3: 9,611 shares 9,611 $967K 0.08% new 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; 2023Q4: 3,271 shares; 2024Q1: 3,271 shares; 2024Q2: 3,071 shares; 2024Q3: 2,899 shares; 2024Q4: 2,929 shares; 2025Q1: 2,829 shares; 2025Q2: 2,834 shares; 2025Q3: 2,866 shares 2,866 $952K 0.07% +32 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; 2023Q4: 10,720 shares; 2024Q1: 11,620 shares; 2024Q2: 12,200 shares; 2024Q3: 12,500 shares; 2024Q4: 12,200 shares; 2025Q1: 12,900 shares; 2025Q2: 14,000 shares; 2025Q3: 14,600 shares 14,600 $924K 0.07% +600 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,553 shares; 2024Q1: 7,853 shares; 2024Q2: 10,011 shares; 2024Q3: 10,896 shares; 2024Q4: 11,202 shares; 2025Q1: 10,908 shares; 2025Q2: 10,978 shares; 2025Q3: 10,712 shares 10,712 $894K 0.07% -266 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; 2023Q4: 5,301 shares; 2024Q1: 5,126 shares; 2024Q2: 5,276 shares; 2024Q3: 5,733 shares; 2024Q4: 5,839 shares; 2025Q1: 6,069 shares; 2025Q2: 7,069 shares; 2025Q3: 7,122 shares 7,122 $886K 0.07% +53 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 12,892 shares; 2024Q2: 12,619 shares; 2024Q3: 12,282 shares; 2024Q4: 11,925 shares; 2025Q1: 12,581 shares; 2025Q2: 12,859 shares; 2025Q3: 13,108 shares 13,108 $885K 0.07% +249 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,732 shares; 2025Q1: 4,767 shares; 2025Q2: 4,967 shares; 2025Q3: 5,287 shares 5,287 $885K 0.07% +320 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; 2023Q4: 17,867 shares; 2024Q1: 59,536 shares; 2024Q2: 59,672 shares; 2024Q3: 57,927 shares; 2024Q4: 50,204 shares; 2025Q1: 21,137 shares; 2025Q2: 20,146 shares; 2025Q3: 19,704 shares 19,704 $866K 0.07% -442 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; 2023Q4: 6,250 shares; 2024Q1: 6,250 shares; 2024Q2: 6,279 shares; 2024Q3: 6,579 shares; 2024Q4: 6,579 shares; 2025Q1: 7,242 shares; 2025Q2: 7,242 shares; 2025Q3: 7,242 shares 7,242 $830K 0.06% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 73,528 shares; 2024Q1: 66,072 shares; 2024Q2: 61,172 shares; 2024Q3: 59,636 shares; 2024Q4: 52,141 shares; 2025Q1: 44,862 shares; 2025Q2: 39,657 shares; 2025Q3: 45,465 shares 45,465 $829K 0.06% +5,808 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; 2023Q4: 12,262 shares; 2024Q1: 12,154 shares; 2024Q2: 12,066 shares; 2024Q3: 12,504 shares; 2024Q4: 12,415 shares; 2025Q1: 12,415 shares; 2025Q2: 12,422 shares; 2025Q3: 12,474 shares 12,474 $824K 0.06% +52 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 6,549 shares; 2024Q2: 7,838 shares; 2024Q3: 7,845 shares; 2024Q4: 8,079 shares; 2025Q1: 7,254 shares; 2025Q2: 7,227 shares; 2025Q3: 7,231 shares 7,231 $795K 0.06% +4 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; 2023Q4: 1,859 shares; 2024Q1: 2,090 shares; 2024Q2: 2,951 shares; 2024Q3: 3,071 shares; 2024Q4: 3,276 shares; 2025Q1: 4,013 shares; 2025Q2: 4,032 shares; 2025Q3: 4,093 shares 4,093 $787K 0.06% +61 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,047 shares; 2024Q1: 1,072 shares; 2024Q2: 1,222 shares; 2024Q3: 1,309 shares; 2024Q4: 2,102 shares; 2025Q1: 2,377 shares; 2025Q2: 2,582 shares; 2025Q3: 2,684 shares 2,684 $775K 0.06% +102 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,437 shares; 2024Q1: 19,037 shares; 2024Q2: 19,037 shares; 2024Q3: 17,700 shares; 2024Q4: 18,012 shares; 2025Q1: 18,212 shares; 2025Q2: 18,212 shares; 2025Q3: 18,212 shares 18,212 $773K 0.06% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,785 shares; 2024Q4: 3,135 shares; 2025Q1: 3,285 shares; 2025Q2: 3,410 shares; 2025Q3: 3,412 shares 3,412 $766K 0.06% +2 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; 2023Q4: 12,967 shares; 2024Q1: 12,967 shares; 2024Q2: 11,993 shares; 2024Q3: 12,093 shares; 2024Q4: 8,225 shares; 2025Q1: 9,125 shares; 2025Q2: 9,747 shares; 2025Q3: 10,133 shares 10,133 $764K 0.06% +386 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; 2023Q4: not reported; 2024Q1: 512 shares; 2024Q2: 496 shares; 2024Q3: 488 shares; 2024Q4: 825 shares; 2025Q1: 1,050 shares; 2025Q2: 1,113 shares; 2025Q3: 1,513 shares 1,513 $761K 0.06% +400 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,648 shares; 2024Q1: 10,294 shares; 2024Q2: 10,094 shares; 2024Q3: 11,694 shares; 2024Q4: 11,605 shares; 2025Q1: 12,007 shares; 2025Q2: 12,179 shares; 2025Q3: 12,145 shares 12,145 $743K 0.06% -34 Timeline FXR 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; 2023Q4: 12,659 shares; 2024Q1: 12,179 shares; 2024Q2: 11,052 shares; 2024Q3: 11,085 shares; 2024Q4: 8,919 shares; 2025Q1: 10,323 shares; 2025Q2: 9,474 shares; 2025Q3: 9,468 shares 9,468 $739K 0.06% -6 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,050 shares; 2024Q1: 14,450 shares; 2024Q2: 13,850 shares; 2024Q3: 13,900 shares; 2024Q4: 14,100 shares; 2025Q1: 14,400 shares; 2025Q2: 15,019 shares; 2025Q3: 15,735 shares 15,735 $730K 0.06% +716 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,762 shares; 2024Q1: 6,600 shares; 2024Q2: 6,672 shares; 2024Q3: 6,511 shares; 2024Q4: 4,781 shares; 2025Q1: 7,260 shares; 2025Q2: 7,294 shares; 2025Q3: 7,286 shares 7,286 $730K 0.06% -8 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,574 shares; 2024Q1: 1,574 shares; 2024Q2: 1,574 shares; 2024Q3: 1,580 shares; 2024Q4: 1,615 shares; 2025Q1: 1,623 shares; 2025Q2: 1,593 shares; 2025Q3: 1,614 shares 1,614 $722K 0.06% +21 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; 2023Q4: 3,544 shares; 2024Q1: 3,527 shares; 2024Q2: 3,611 shares; 2024Q3: 3,396 shares; 2024Q4: 3,497 shares; 2025Q1: 3,790 shares; 2025Q2: 3,802 shares; 2025Q3: 3,928 shares 3,928 $722K 0.06% +126 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,565 shares; 2024Q3: 1,825 shares; 2024Q4: 2,415 shares; 2025Q1: 2,341 shares; 2025Q2: 2,266 shares; 2025Q3: 2,943 shares 2,943 $717K 0.06% +677 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 30,826 shares; 2024Q1: 31,188 shares; 2024Q2: 30,937 shares; 2024Q3: 29,561 shares; 2024Q4: 31,245 shares; 2025Q1: 33,539 shares; 2025Q2: 32,435 shares; 2025Q3: 9,689 shares 9,689 $707K 0.06% -22,746 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; 2023Q4: 11,583 shares; 2024Q1: 11,785 shares; 2024Q2: 11,788 shares; 2024Q3: 12,689 shares; 2024Q4: 13,259 shares; 2025Q1: 13,452 shares; 2025Q2: 13,745 shares; 2025Q3: 13,853 shares 13,853 $698K 0.05% +108 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; 2023Q4: 3,693 shares; 2024Q1: 3,695 shares; 2024Q2: 4,029 shares; 2024Q3: 4,129 shares; 2024Q4: 4,153 shares; 2025Q1: 4,153 shares; 2025Q2: 4,173 shares; 2025Q3: 4,304 shares 4,304 $698K 0.05% +131 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,032 shares; 2024Q3: 1,248 shares; 2024Q4: 982 shares; 2025Q1: 1,047 shares; 2025Q2: 1,020 shares; 2025Q3: 1,139 shares 1,139 $697K 0.05% +119 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,849 shares; 2024Q1: 5,950 shares; 2024Q2: 5,951 shares; 2024Q3: 6,931 shares; 2024Q4: 7,406 shares; 2025Q1: 7,406 shares; 2025Q2: 8,137 shares; 2025Q3: 8,406 shares 8,406 $692K 0.05% +269 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 39,368 shares; 2024Q1: 116,740 shares; 2024Q2: 116,407 shares; 2024Q3: 29,176 shares; 2024Q4: 4,827 shares; 2025Q1: 4,344 shares; 2025Q2: 2,657 shares; 2025Q3: 2,539 shares 2,539 $688K 0.05% -118 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,705 shares; 2024Q1: 3,780 shares; 2024Q2: 4,380 shares; 2024Q3: 4,705 shares; 2024Q4: 3,100 shares; 2025Q1: 3,522 shares; 2025Q2: 3,647 shares; 2025Q3: 3,668 shares 3,668 $686K 0.05% +21 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; 2023Q4: 3,176 shares; 2024Q1: 3,176 shares; 2024Q2: 3,176 shares; 2024Q3: 2,923 shares; 2024Q4: 53,616 shares; 2025Q1: 69,706 shares; 2025Q2: 2,754 shares; 2025Q3: 2,658 shares 2,658 $676K 0.05% -96 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; 2023Q4: 3,812 shares; 2024Q1: 4,212 shares; 2024Q2: 4,980 shares; 2024Q3: 5,530 shares; 2024Q4: 5,680 shares; 2025Q1: 5,780 shares; 2025Q2: 5,902 shares; 2025Q3: 5,934 shares 5,934 $659K 0.05% +32 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 810 shares; 2025Q3: 817 shares 817 $651K 0.05% +7 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,405 shares; 2024Q1: 1,468 shares; 2024Q2: 1,924 shares; 2024Q3: 1,995 shares; 2024Q4: 3,185 shares; 2025Q1: 2,721 shares; 2025Q2: 2,653 shares; 2025Q3: 2,687 shares 2,687 $637K 0.05% +34 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; 2023Q4: 4,700 shares; 2024Q1: 4,700 shares; 2024Q2: 4,710 shares; 2024Q3: 4,700 shares; 2024Q4: 5,000 shares; 2025Q1: 5,050 shares; 2025Q2: 5,077 shares; 2025Q3: 5,388 shares 5,388 $625K 0.05% +311 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 855 shares; 2025Q1: 956 shares; 2025Q2: 966 shares; 2025Q3: 1,013 shares 1,013 $623K 0.05% +47 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,909 shares; 2024Q1: 13,362 shares; 2024Q2: 11,396 shares; 2024Q3: 10,494 shares; 2024Q4: 9,714 shares; 2025Q1: 13,364 shares; 2025Q2: 12,262 shares; 2025Q3: 12,061 shares 12,061 $612K 0.05% -201 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,048 shares; 2024Q1: 1,050 shares; 2024Q2: 996 shares; 2024Q3: 1,043 shares; 2024Q4: 891 shares; 2025Q1: 1,638 shares; 2025Q2: 1,638 shares; 2025Q3: 1,654 shares 1,654 $611K 0.05% +16 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,131 shares; 2024Q1: 2,147 shares; 2024Q2: 2,067 shares; 2024Q3: 2,046 shares; 2024Q4: 57,510 shares; 2025Q1: 59,305 shares; 2025Q2: 1,983 shares; 2025Q3: 1,985 shares 1,985 $591K 0.05% +2 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; 2023Q4: 3,310 shares; 2024Q1: 3,410 shares; 2024Q2: 3,485 shares; 2024Q3: 3,485 shares; 2024Q4: 3,760 shares; 2025Q1: 4,010 shares; 2025Q2: 4,745 shares; 2025Q3: 4,779 shares 4,779 $589K 0.05% +34 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,799 shares; 2024Q1: 5,956 shares; 2024Q2: 5,957 shares; 2024Q3: 5,945 shares; 2024Q4: 6,099 shares; 2025Q1: 6,250 shares; 2025Q2: 6,326 shares; 2025Q3: 6,904 shares 6,904 $579K 0.05% +578 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: 2,722 shares 2,722 $579K 0.05% +1,367 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,667 shares; 2024Q1: 6,016 shares; 2024Q2: 6,135 shares; 2024Q3: 6,275 shares; 2024Q4: 6,373 shares; 2025Q1: 7,050 shares; 2025Q2: 6,807 shares; 2025Q3: 6,957 shares 6,957 $577K 0.05% +150 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,190 shares; 2024Q1: 3,190 shares; 2024Q2: 3,190 shares; 2024Q3: 3,265 shares; 2024Q4: 3,265 shares; 2025Q1: 3,190 shares; 2025Q2: 3,190 shares; 2025Q3: 3,890 shares 3,890 $562K 0.04% +700 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 28,802 shares; 2024Q1: 29,109 shares; 2024Q2: 28,402 shares; 2024Q3: 28,046 shares; 2024Q4: 27,563 shares; 2025Q1: 28,358 shares; 2025Q2: 28,621 shares; 2025Q3: 15,211 shares 15,211 $539K 0.04% -13,410 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 745 shares; 2024Q4: 1,070 shares; 2025Q1: 1,105 shares; 2025Q2: 1,205 shares; 2025Q3: 1,099 shares 1,099 $539K 0.04% -106 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; 2023Q4: 2,247 shares; 2024Q1: 2,544 shares; 2024Q2: 2,949 shares; 2024Q3: 2,805 shares; 2024Q4: 2,816 shares; 2025Q1: 2,511 shares; 2025Q2: 2,454 shares; 2025Q3: 1,947 shares 1,947 $526K 0.04% -507 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 47,937 shares; 2024Q1: 54,459 shares; 2024Q2: 53,847 shares; 2024Q3: 53,580 shares; 2024Q4: 53,748 shares; 2025Q1: 54,512 shares; 2025Q2: 53,785 shares; 2025Q3: 2,895 shares 2,895 $505K 0.04% -50,890 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,238 shares 7,238 $502K 0.04% new 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; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,772 shares; 2024Q4: 1,672 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,912 shares 1,912 $496K 0.04% +312 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,860 shares; 2024Q1: 8,011 shares; 2024Q2: 8,062 shares; 2024Q3: 9,312 shares; 2024Q4: 9,412 shares; 2025Q1: 9,315 shares; 2025Q2: 6,443 shares; 2025Q3: 6,334 shares 6,334 $493K 0.04% -109 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,923 shares; 2024Q3: 3,162 shares; 2024Q4: 3,595 shares; 2025Q1: 4,524 shares; 2025Q2: 3,036 shares; 2025Q3: 3,035 shares 3,035 $491K 0.04% -1 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,363 shares; 2024Q4: 1,130 shares; 2025Q1: 2,132 shares; 2025Q2: 1,856 shares; 2025Q3: 1,910 shares 1,910 $469K 0.04% +54 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 650 shares; 2024Q2: 1,121 shares; 2024Q3: 1,015 shares; 2024Q4: 1,112 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 982 shares 982 $469K 0.04% -29 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 293 shares; 2024Q1: 293 shares; 2024Q2: 293 shares; 2024Q3: 295 shares; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 4,290 shares; 2025Q3: 4,306 shares 4,306 $464K 0.04% +16 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,105 shares; 2024Q1: 3,105 shares; 2024Q2: 3,014 shares; 2024Q3: 3,029 shares; 2024Q4: 3,043 shares; 2025Q1: 3,043 shares; 2025Q2: 3,043 shares; 2025Q3: 3,048 shares 3,048 $463K 0.04% +5 Timeline PDP 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; 2023Q4: 4,210 shares; 2024Q1: 4,755 shares; 2024Q2: 4,755 shares; 2024Q3: 4,375 shares; 2024Q4: 3,830 shares; 2025Q1: 3,830 shares; 2025Q2: 3,830 shares; 2025Q3: 3,830 shares 3,830 $452K 0.04% 0 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; 2023Q4: 521 shares; 2024Q1: 513 shares; 2024Q2: 506 shares; 2024Q3: 532 shares; 2024Q4: 598 shares; 2025Q1: 594 shares; 2025Q2: 588 shares; 2025Q3: 592 shares 592 $451K 0.04% +4 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,513 shares; 2024Q1: 11,906 shares; 2024Q2: 3,093 shares; 2024Q3: 2,867 shares; 2024Q4: 2,949 shares; 2025Q1: 2,613 shares; 2025Q2: 2,362 shares; 2025Q3: 2,369 shares 2,369 $451K 0.04% +7 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 2,969 shares; 2025Q3: 6,786 shares 6,786 $450K 0.04% +3,817 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,000 shares; 2024Q1: 9,200 shares; 2024Q2: 11,000 shares; 2024Q3: 10,800 shares; 2024Q4: 11,200 shares; 2025Q1: 11,400 shares; 2025Q2: 11,900 shares; 2025Q3: 11,900 shares 11,900 $450K 0.04% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,900 shares; 2024Q1: 3,003 shares; 2024Q2: 3,003 shares; 2024Q3: 3,639 shares; 2024Q4: 3,742 shares; 2025Q1: 3,742 shares; 2025Q2: 3,560 shares; 2025Q3: 3,660 shares 3,660 $448K 0.03% +100 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; 2023Q4: 3,702 shares; 2024Q1: 3,702 shares; 2024Q2: 3,802 shares; 2024Q3: 3,773 shares; 2024Q4: 3,873 shares; 2025Q1: 3,973 shares; 2025Q2: 4,052 shares; 2025Q3: 4,291 shares 4,291 $445K 0.03% +239 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,027 shares; 2024Q1: 3,227 shares; 2024Q2: 3,135 shares; 2024Q3: 3,218 shares; 2024Q4: 3,464 shares; 2025Q1: 4,530 shares; 2025Q2: 4,769 shares; 2025Q3: 4,692 shares 4,692 $444K 0.03% -77 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 575 shares; 2025Q1: not reported; 2025Q2: 838 shares; 2025Q3: 987 shares 987 $439K 0.03% +149 Timeline EPRF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 34,518 shares; 2024Q1: 34,518 shares; 2024Q2: 31,518 shares; 2024Q3: 31,733 shares; 2024Q4: 29,208 shares; 2025Q1: 24,858 shares; 2025Q2: 23,633 shares; 2025Q3: 23,395 shares 23,395 $428K 0.03% -238 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,542 shares; 2025Q2: 4,202 shares; 2025Q3: 4,202 shares 4,202 $420K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares; 2025Q3: 1,248 shares 1,248 $411K 0.03% +14 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 325 shares; 2024Q4: 394 shares; 2025Q1: 375 shares; 2025Q2: 350 shares; 2025Q3: 340 shares 340 $408K 0.03% -10 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,187 shares; 2025Q3: 2,550 shares 2,550 $405K 0.03% +363 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,787 shares; 2025Q1: 2,764 shares; 2025Q2: 2,127 shares; 2025Q3: 2,222 shares 2,222 $405K 0.03% +95 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,953 shares; 2024Q1: 2,864 shares; 2024Q2: 2,881 shares; 2024Q3: 3,032 shares; 2024Q4: 2,902 shares; 2025Q1: 2,982 shares; 2025Q2: 2,928 shares; 2025Q3: 2,864 shares 2,864 $402K 0.03% -64 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,213 shares; 2025Q2: 1,264 shares; 2025Q3: 1,643 shares 1,643 $381K 0.03% +379 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,226 shares; 2024Q1: 1,226 shares; 2024Q2: 1,230 shares; 2024Q3: 1,232 shares; 2024Q4: 1,340 shares; 2025Q1: 1,337 shares; 2025Q2: 1,351 shares; 2025Q3: 1,362 shares 1,362 $380K 0.03% +11 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,686 shares; 2024Q1: 13,186 shares; 2024Q2: 13,275 shares; 2024Q3: 13,275 shares; 2024Q4: 13,575 shares; 2025Q1: 13,675 shares; 2025Q2: 13,125 shares; 2025Q3: 11,975 shares 11,975 $378K 0.03% -1,150 Timeline JPIB 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; 2023Q4: 13,618 shares; 2024Q1: 11,997 shares; 2024Q2: 11,187 shares; 2024Q3: 10,078 shares; 2024Q4: 9,717 shares; 2025Q1: 8,088 shares; 2025Q2: 7,688 shares; 2025Q3: 7,688 shares 7,688 $377K 0.03% 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; 2023Q4: not reported; 2024Q1: 1,804 shares; 2024Q2: 1,801 shares; 2024Q3: 1,801 shares; 2024Q4: 1,626 shares; 2025Q1: 1,566 shares; 2025Q2: 1,466 shares; 2025Q3: 1,243 shares 1,243 $373K 0.03% -223 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20,219 shares; 2024Q4: 20,291 shares; 2025Q1: 20,291 shares; 2025Q2: 15,090 shares; 2025Q3: 15,090 shares 15,090 $371K 0.03% 0 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,200 shares; 2024Q4: 11,610 shares; 2025Q1: 11,610 shares; 2025Q2: 11,210 shares; 2025Q3: 8,410 shares 8,410 $370K 0.03% -2,800 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,305 shares; 2025Q1: 2,155 shares; 2025Q2: 2,155 shares; 2025Q3: 2,206 shares 2,206 $367K 0.03% +51 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,984 shares; 2025Q1: 2,018 shares; 2025Q2: 2,142 shares; 2025Q3: 2,189 shares 2,189 $366K 0.03% +47 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; 2023Q4: 600 shares; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 619 shares; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 603 shares 603 $359K 0.03% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,323 shares; 2025Q3: 1,643 shares 1,643 $346K 0.03% +320 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,040 shares; 2024Q1: 1,040 shares; 2024Q2: 1,020 shares; 2024Q3: 1,020 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares 1,020 $339K 0.03% 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; 2023Q4: 5,968 shares; 2024Q1: 11,429 shares; 2024Q2: 13,615 shares; 2024Q3: 15,188 shares; 2024Q4: 8,938 shares; 2025Q1: 14,410 shares; 2025Q2: 9,479 shares; 2025Q3: 9,664 shares 9,664 $339K 0.03% +185 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 697 shares; 2024Q2: 1,223 shares; 2024Q3: 1,314 shares; 2024Q4: 1,284 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 794 shares 794 $335K 0.03% -10 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,408 shares; 2024Q1: 12,408 shares; 2024Q2: 13,010 shares; 2024Q3: 13,835 shares; 2024Q4: 14,714 shares; 2025Q1: 16,018 shares; 2025Q2: 12,468 shares; 2025Q3: 12,867 shares 12,867 $335K 0.03% +399 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,842 shares; 2024Q1: 1,942 shares; 2024Q2: 1,992 shares; 2024Q3: 2,094 shares; 2024Q4: 2,194 shares; 2025Q1: 2,135 shares; 2025Q2: 2,235 shares; 2025Q3: 2,462 shares 2,462 $335K 0.03% +227 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,897 shares 1,897 $330K 0.03% new 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; 2023Q4: 2,444 shares; 2024Q1: 2,459 shares; 2024Q2: 2,459 shares; 2024Q3: 2,381 shares; 2024Q4: 2,589 shares; 2025Q1: 2,589 shares; 2025Q2: 2,691 shares; 2025Q3: 2,881 shares 2,881 $330K 0.03% +190 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,340 shares; 2024Q3: 2,990 shares; 2024Q4: 3,515 shares; 2025Q1: 3,515 shares; 2025Q2: 3,815 shares; 2025Q3: 4,124 shares 4,124 $330K 0.03% +309 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,675 shares; 2024Q1: 4,975 shares; 2024Q2: 4,975 shares; 2024Q3: 4,875 shares; 2024Q4: 5,258 shares; 2025Q1: 5,338 shares; 2025Q2: 5,438 shares; 2025Q3: 5,544 shares 5,544 $329K 0.03% +106 SOTHERLY HOTELS INC SOTHERLY HOTELS INC More: the full row for SOTHERLY HOTELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 405,500 shares; 2024Q1: 405,500 shares; 2024Q2: 405,500 shares; 2024Q3: 405,500 shares; 2024Q4: 405,500 shares; 2025Q1: 405,500 shares; 2025Q2: 405,500 shares; 2025Q3: 405,500 shares 405,500 $324K 0.03% 0 CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,500 shares; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares 17,000 $319K 0.02% 0 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; 2023Q4: 628 shares; 2024Q1: 628 shares; 2024Q2: 628 shares; 2024Q3: 633 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 637 shares; 2025Q3: 647 shares 647 $318K 0.02% +10 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,899 shares; 2024Q3: 6,897 shares; 2024Q4: 7,832 shares; 2025Q1: 7,627 shares; 2025Q2: 9,127 shares; 2025Q3: 9,127 shares 9,127 $315K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,857 shares; 2025Q3: 3,605 shares 3,605 $305K 0.02% +748 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,800 shares; 2024Q3: 25,100 shares; 2024Q4: 25,100 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,100 shares 25,100 $304K 0.02% 0 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 27,622 shares; 2024Q1: 23,602 shares; 2024Q2: 4,034 shares; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares 3,950 $301K 0.02% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 52,041 shares; 2024Q1: 14,067 shares; 2024Q2: 13,982 shares; 2024Q3: 15,182 shares; 2024Q4: 14,095 shares; 2025Q1: 14,595 shares; 2025Q2: 11,950 shares; 2025Q3: 11,950 shares 11,950 $296K 0.02% 0 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,000 shares; 2024Q1: 3,300 shares; 2024Q2: 3,966 shares; 2024Q3: 3,900 shares; 2024Q4: 4,440 shares; 2025Q1: 3,940 shares; 2025Q2: 4,940 shares; 2025Q3: 4,940 shares 4,940 $295K 0.02% 0 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; 2023Q4: not reported; 2024Q1: 1,705 shares; 2024Q2: 1,696 shares; 2024Q3: 94,685 shares; 2024Q4: 5,034 shares; 2025Q1: 4,648 shares; 2025Q2: 1,565 shares; 2025Q3: 1,564 shares 1,564 $292K 0.02% -1 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,868 shares; 2024Q1: 12,853 shares; 2024Q2: 11,899 shares; 2024Q3: 11,572 shares; 2024Q4: 11,526 shares; 2025Q1: 8,805 shares; 2025Q2: 6,323 shares; 2025Q3: 6,122 shares 6,122 $291K 0.02% -201 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,750 shares; 2024Q1: 1,750 shares; 2024Q2: 1,750 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,704 shares; 2025Q3: 1,704 shares 1,704 $288K 0.02% 0 Timeline ENZL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,250 shares; 2024Q1: 6,250 shares; 2024Q2: 6,250 shares; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares 6,250 $287K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,008 shares; 2025Q3: 4,083 shares 4,083 $285K 0.02% +1,075 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares 5,300 $283K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,883 shares 1,883 $280K 0.02% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,468 shares; 2024Q1: 2,358 shares; 2024Q2: 2,534 shares; 2024Q3: 2,910 shares; 2024Q4: 3,098 shares; 2025Q1: 2,982 shares; 2025Q2: 3,080 shares; 2025Q3: 3,130 shares 3,130 $280K 0.02% +50 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares 1,062 $261K 0.02% 0 Timeline RZG 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; 2023Q4: 4,800 shares; 2024Q1: 4,800 shares; 2024Q2: 4,800 shares; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares 4,800 $261K 0.02% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,491 shares; 2025Q3: 2,491 shares 2,491 $260K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,557 shares 2,557 $260K 0.02% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,371 shares; 2025Q2: 4,010 shares; 2025Q3: 4,067 shares 4,067 $258K 0.02% +57 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,510 shares; 2024Q3: 1,564 shares; 2024Q4: 1,443 shares; 2025Q1: 1,187 shares; 2025Q2: 1,190 shares; 2025Q3: 1,187 shares 1,187 $255K 0.02% -3 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,886 shares; 2024Q1: 2,845 shares; 2024Q2: 2,824 shares; 2024Q3: 2,237 shares; 2024Q4: 2,228 shares; 2025Q1: 2,370 shares; 2025Q2: 2,269 shares; 2025Q3: 2,269 shares 2,269 $252K 0.02% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,800 shares; 2024Q1: 6,200 shares; 2024Q2: 6,500 shares; 2024Q3: 6,500 shares; 2024Q4: 6,800 shares; 2025Q1: 7,800 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares 8,300 $251K 0.02% 0 Timeline CBNA CHAIN BRIDGE BANCORP INC More: the full row for CHAIN BRIDGE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,650 shares 7,650 $250K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 207 shares; 2025Q1: 220 shares; 2025Q2: 207 shares; 2025Q3: 214 shares 214 $250K 0.02% +7 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,656 shares 2,656 $242K 0.02% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,685 shares; 2024Q3: 3,608 shares; 2024Q4: 3,510 shares; 2025Q1: 2,534 shares; 2025Q2: 1,669 shares; 2025Q3: 1,646 shares 1,646 $238K 0.02% -23 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,994 shares; 2024Q1: 5,600 shares; 2024Q2: 5,600 shares; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 4,500 shares 4,500 $235K 0.02% -1,100 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,344 shares; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,368 shares 1,368 $234K 0.02% +16 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,718 shares 3,718 $233K 0.02% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,955 shares 1,955 $232K 0.02% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 308 shares; 2025Q3: 308 shares 308 $230K 0.02% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,865 shares 4,865 $230K 0.02% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,490 shares 2,490 $228K 0.02% new 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; 2023Q4: 47,733 shares; 2024Q1: 49,636 shares; 2024Q2: 12,241 shares; 2024Q3: 12,634 shares; 2024Q4: 10,981 shares; 2025Q1: 10,313 shares; 2025Q2: 6,716 shares; 2025Q3: 7,182 shares 7,182 $226K 0.02% +466 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 444 shares; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 474 shares 474 $225K 0.02% +24 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,869 shares 1,869 $224K 0.02% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 350 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 356 shares 356 $224K 0.02% new Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,192 shares; 2024Q4: 3,192 shares; 2025Q1: 3,090 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares 3,090 $224K 0.02% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,086 shares 1,086 $222K 0.02% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares 1,570 $221K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,106 shares; 2025Q2: 3,081 shares; 2025Q3: 3,081 shares 3,081 $220K 0.02% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,749 shares; 2024Q1: 3,956 shares; 2024Q2: 4,442 shares; 2024Q3: 4,619 shares; 2024Q4: 4,705 shares; 2025Q1: 4,292 shares; 2025Q2: not reported; 2025Q3: 2,899 shares 2,899 $219K 0.02% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 738 shares 738 $217K 0.02% +24 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; 2023Q4: 11,715 shares; 2024Q1: 11,845 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,819 shares; 2025Q3: 1,819 shares 1,819 $216K 0.02% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,146 shares 2,146 $214K 0.02% new Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,650 shares 5,650 $211K 0.02% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,800 shares 4,800 $211K 0.02% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,920 shares; 2024Q4: 1,820 shares; 2025Q1: 1,904 shares; 2025Q2: not reported; 2025Q3: 1,938 shares 1,938 $210K 0.02% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 826 shares 826 $208K 0.02% new Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,275 shares 1,275 $206K 0.02% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,002 shares; 2024Q1: 4,002 shares; 2024Q2: 4,002 shares; 2024Q3: 4,002 shares; 2024Q4: 4,002 shares; 2025Q1: 3,402 shares; 2025Q2: 3,402 shares; 2025Q3: 3,402 shares 3,402 $204K 0.02% 0 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,198 shares 4,198 $204K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,661 shares; 2024Q1: 12,927 shares; 2024Q2: 10,760 shares; 2024Q3: 10,866 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,996 shares 7,996 $204K 0.02% new Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,246 shares; 2024Q1: 8,850 shares; 2024Q2: 9,455 shares; 2024Q3: 2,816 shares; 2024Q4: 2,976 shares; 2025Q1: 3,031 shares; 2025Q2: not reported; 2025Q3: 2,466 shares 2,466 $202K 0.02% new Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,150 shares; 2024Q1: 3,450 shares; 2024Q2: 3,450 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250 shares 2,250 $202K 0.02% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,700 shares; 2024Q1: 9,000 shares; 2024Q2: 10,700 shares; 2024Q3: 13,300 shares; 2024Q4: 15,700 shares; 2025Q1: 17,200 shares; 2025Q2: 15,300 shares; 2025Q3: 10,800 shares 10,800 $198K 0.02% -4,500 Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,900 shares; 2025Q3: 11,900 shares 11,900 $145K 0.01% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,240 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,700 shares 10,700 $137K 0.01% +500 Timeline PFO FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,100 shares; 2024Q1: 17,900 shares; 2024Q2: 17,900 shares; 2024Q3: 13,400 shares; 2024Q4: 13,400 shares; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares 13,400 $131K 0.01% 0 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 19,400 shares; 2024Q4: 19,400 shares; 2025Q1: 17,400 shares; 2025Q2: 17,400 shares; 2025Q3: 17,400 shares 17,400 $71.3K 0.01% 0 Timeline MGNX MACROGENICS INC More: the full row for MACROGENICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 37,750 shares; 2025Q1: 37,750 shares; 2025Q2: 37,750 shares; 2025Q3: 37,750 shares 37,750 $63.4K <0.01% 0 Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 12,500 shares 12,500 $17.5K <0.01% +2,500 Timeline