MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,046 shares; 2025Q1: 51,162 shares; 2025Q2: 52,029 shares; 2025Q3: 50,976 shares; 2025Q4: 55,086 shares; 2026Q1: 54,488 shares; 2026Q2: 54,960 shares; 2026Q3: 54,216 shares 54,216 $27.8M 4.28% -744 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127,286 shares; 2025Q1: 124,522 shares; 2025Q2: 105,176 shares; 2025Q3: 93,960 shares; 2025Q4: 94,130 shares; 2026Q1: 83,947 shares; 2026Q2: 77,669 shares; 2026Q3: 76,334 shares 76,334 $26.8M 4.12% -1,335 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 82,137 shares; 2025Q1: 82,071 shares; 2025Q2: 82,326 shares; 2025Q3: 82,197 shares; 2025Q4: 84,008 shares; 2026Q1: 79,334 shares; 2026Q2: 70,414 shares; 2026Q3: 68,277 shares 68,277 $23.5M 3.61% -2,137 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,818 shares; 2025Q1: 14,795 shares; 2025Q2: 15,316 shares; 2025Q3: 18,527 shares; 2025Q4: 20,012 shares; 2026Q1: 19,781 shares; 2026Q2: 20,278 shares; 2026Q3: 20,052 shares 20,052 $23.2M 3.57% -226 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70,313 shares; 2025Q1: 65,921 shares; 2025Q2: 66,448 shares; 2025Q3: 66,652 shares; 2025Q4: 70,620 shares; 2026Q1: 69,460 shares; 2026Q2: 69,657 shares; 2026Q3: 66,393 shares 66,393 $22M 3.38% -3,264 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 172,297 shares; 2025Q1: 181,457 shares; 2025Q2: 183,454 shares; 2025Q3: 194,753 shares; 2025Q4: 212,143 shares; 2026Q1: 209,705 shares; 2026Q2: 202,351 shares; 2026Q3: 199,020 shares 199,020 $21.4M 3.29% -3,331 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,606 shares; 2025Q1: 58,180 shares; 2025Q2: 60,620 shares; 2025Q3: 61,909 shares; 2025Q4: 71,221 shares; 2026Q1: 74,073 shares; 2026Q2: 78,511 shares; 2026Q3: 77,681 shares 77,681 $20.6M 3.16% -830 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,582 shares; 2025Q1: 57,269 shares; 2025Q2: 57,206 shares; 2025Q3: 56,750 shares; 2025Q4: 58,014 shares; 2026Q1: 56,005 shares; 2026Q2: 55,075 shares; 2026Q3: 52,590 shares 52,590 $17.5M 2.69% -2,485 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,371 shares; 2025Q1: 90,014 shares; 2025Q2: 91,622 shares; 2025Q3: 92,169 shares; 2025Q4: 103,970 shares; 2026Q1: 100,494 shares; 2026Q2: 100,936 shares; 2026Q3: 102,124 shares 102,124 $15.8M 2.44% +1,188 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,755 shares; 2025Q1: 25,076 shares; 2025Q2: 25,428 shares; 2025Q3: 25,137 shares; 2025Q4: 28,782 shares; 2026Q1: 28,626 shares; 2026Q2: 28,747 shares; 2026Q3: 28,679 shares 28,679 $14.6M 2.25% -68 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 46,498 shares; 2025Q1: 46,544 shares; 2025Q2: 51,378 shares; 2025Q3: 52,603 shares; 2025Q4: 63,520 shares; 2026Q1: 62,389 shares; 2026Q2: 61,582 shares; 2026Q3: 61,585 shares 61,585 $12.6M 1.93% +3 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,803 shares; 2025Q1: 20,329 shares; 2025Q2: 20,636 shares; 2025Q3: 21,237 shares; 2025Q4: 23,688 shares; 2026Q1: 23,290 shares; 2026Q2: 22,848 shares; 2026Q3: 22,686 shares 22,686 $11.3M 1.74% -162 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 285,426 shares; 2025Q1: 305,692 shares; 2025Q2: 316,063 shares; 2025Q3: 321,787 shares; 2025Q4: 361,644 shares; 2026Q1: 348,639 shares; 2026Q2: 348,826 shares; 2026Q3: 346,911 shares 346,911 $10.5M 1.61% -1,915 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,818 shares; 2025Q1: 9,842 shares; 2025Q2: 9,444 shares; 2025Q3: 9,891 shares; 2025Q4: 11,731 shares; 2026Q1: 11,996 shares; 2026Q2: 13,239 shares; 2026Q3: 13,347 shares 13,347 $10.2M 1.57% +108 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,708 shares; 2025Q1: 32,961 shares; 2025Q2: 33,021 shares; 2025Q3: 33,144 shares; 2025Q4: 35,139 shares; 2026Q1: 35,288 shares; 2026Q2: 35,588 shares; 2026Q3: 35,520 shares 35,520 $9.95M 1.53% -68 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,170 shares; 2025Q1: 90,469 shares; 2025Q2: 93,178 shares; 2025Q3: 93,857 shares; 2025Q4: 95,302 shares; 2026Q1: 84,973 shares; 2026Q2: 63,734 shares; 2026Q3: 63,726 shares 63,726 $9.8M 1.51% -8 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,946 shares; 2025Q1: 38,470 shares; 2025Q2: 37,279 shares; 2025Q3: 38,121 shares; 2025Q4: 40,302 shares; 2026Q1: 39,745 shares; 2026Q2: 38,782 shares; 2026Q3: 37,940 shares 37,940 $9.64M 1.48% -842 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100,942 shares; 2025Q1: 96,351 shares; 2025Q2: 98,520 shares; 2025Q3: 100,336 shares; 2025Q4: 118,357 shares; 2026Q1: 118,036 shares; 2026Q2: 115,521 shares; 2026Q3: 111,976 shares 111,976 $9.5M 1.46% -3,545 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,141 shares; 2025Q1: 19,512 shares; 2025Q2: 19,826 shares; 2025Q3: 20,123 shares; 2025Q4: 20,806 shares; 2026Q1: 20,715 shares; 2026Q2: 21,172 shares; 2026Q3: 21,591 shares 21,591 $9.28M 1.43% +419 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,653 shares; 2025Q1: 12,292 shares; 2025Q2: 12,861 shares; 2025Q3: 12,292 shares; 2025Q4: 11,999 shares; 2026Q1: 11,893 shares; 2026Q2: 12,235 shares; 2026Q3: 12,361 shares 12,361 $9.14M 1.41% +126 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93,282 shares; 2025Q1: 95,100 shares; 2025Q2: 94,908 shares; 2025Q3: 96,783 shares; 2025Q4: 99,444 shares; 2026Q1: 86,200 shares; 2026Q2: 85,791 shares; 2026Q3: 86,401 shares 86,401 $8.98M 1.38% +610 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,282 shares; 2025Q1: 23,828 shares; 2025Q2: 24,242 shares; 2025Q3: 24,367 shares; 2025Q4: 27,521 shares; 2026Q1: 27,065 shares; 2026Q2: 26,588 shares; 2026Q3: 26,330 shares 26,330 $8.74M 1.34% -258 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52,307 shares; 2025Q1: 53,160 shares; 2025Q2: 50,832 shares; 2025Q3: 34,870 shares; 2025Q4: 38,518 shares; 2026Q1: 37,330 shares; 2026Q2: 37,216 shares; 2026Q3: 36,426 shares 36,426 $8.32M 1.28% -790 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,199 shares; 2025Q1: 37,250 shares; 2025Q2: 37,872 shares; 2025Q3: 42,337 shares; 2025Q4: 47,185 shares; 2026Q1: 47,323 shares; 2026Q2: 46,133 shares; 2026Q3: 41,339 shares 41,339 $7.89M 1.21% -4,794 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,836 shares; 2025Q1: 12,098 shares; 2025Q2: 12,312 shares; 2025Q3: 10,923 shares; 2025Q4: 10,849 shares; 2026Q1: 10,161 shares; 2026Q2: 10,069 shares; 2026Q3: 10,320 shares 10,320 $7.87M 1.21% +251 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81,772 shares; 2025Q1: 82,736 shares; 2025Q2: 81,276 shares; 2025Q3: 81,970 shares; 2025Q4: 100,223 shares; 2026Q1: 100,015 shares; 2026Q2: 99,062 shares; 2026Q3: 97,795 shares 97,795 $7.61M 1.17% -1,267 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,620 shares; 2025Q3: 22,965 shares; 2025Q4: 24,555 shares; 2026Q1: 171,288 shares; 2026Q2: 175,556 shares; 2026Q3: 176,685 shares 176,685 $7.45M 1.15% +1,129 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,113 shares; 2025Q1: 32,526 shares; 2025Q2: 33,321 shares; 2025Q3: 32,768 shares; 2025Q4: 36,444 shares; 2026Q1: 35,910 shares; 2026Q2: 36,924 shares; 2026Q3: 48,703 shares 48,703 $7.08M 1.09% +11,779 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,302 shares; 2025Q1: 29,263 shares; 2025Q2: 29,933 shares; 2025Q3: 28,776 shares; 2025Q4: 29,603 shares; 2026Q1: 29,720 shares; 2026Q2: 30,362 shares; 2026Q3: 30,768 shares 30,768 $7.02M 1.08% +406 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,381 shares; 2025Q1: 39,646 shares; 2025Q2: 39,930 shares; 2025Q3: 43,955 shares; 2025Q4: 50,870 shares; 2026Q1: 46,002 shares; 2026Q2: 44,804 shares; 2026Q3: 44,650 shares 44,650 $6.79M 1.04% -154 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 51,115 shares; 2025Q1: 50,995 shares; 2025Q2: 52,839 shares; 2025Q3: 54,907 shares; 2025Q4: 65,575 shares; 2026Q1: 65,001 shares; 2026Q2: 64,216 shares; 2026Q3: 63,542 shares 63,542 $6.67M 1.02% -674 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,273 shares; 2025Q1: 26,140 shares; 2025Q2: 26,636 shares; 2025Q3: 27,063 shares; 2025Q4: 28,786 shares; 2026Q1: 29,725 shares; 2026Q2: 31,223 shares; 2026Q3: 31,368 shares 31,368 $6.4M 0.98% +145 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,402 shares; 2025Q1: 14,660 shares; 2025Q2: 16,359 shares; 2025Q3: 7,141 shares; 2025Q4: 8,168 shares; 2026Q1: 8,451 shares; 2026Q2: 8,305 shares; 2026Q3: 8,689 shares 8,689 $6.3M 0.97% +384 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,175 shares; 2025Q1: 19,085 shares; 2025Q2: 19,151 shares; 2025Q3: 19,337 shares; 2025Q4: 22,512 shares; 2026Q1: 21,983 shares; 2026Q2: 22,023 shares; 2026Q3: 21,816 shares 21,816 $6.04M 0.93% -207 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54,866 shares; 2025Q1: 86,943 shares; 2025Q2: 88,548 shares; 2025Q3: 89,788 shares; 2025Q4: 93,141 shares; 2026Q1: 80,526 shares; 2026Q2: 83,186 shares; 2026Q3: 85,754 shares 85,754 $5.77M 0.89% +2,568 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,671 shares; 2026Q3: 27,187 shares 27,187 $5.73M 0.88% +9,516 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,997 shares; 2025Q1: 2,067 shares; 2025Q2: 2,074 shares; 2025Q3: 2,099 shares; 2025Q4: 2,602 shares; 2026Q1: 4,483 shares; 2026Q2: 4,298 shares; 2026Q3: 3,156 shares 3,156 $5.46M 0.84% -1,142 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,181 shares; 2025Q1: 36,065 shares; 2025Q2: 40,891 shares; 2025Q3: 41,386 shares; 2025Q4: 44,579 shares; 2026Q1: 44,623 shares; 2026Q2: 46,131 shares; 2026Q3: 46,611 shares 46,611 $5.31M 0.82% +480 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,849 shares; 2025Q1: 31,445 shares; 2025Q2: 25,887 shares; 2025Q3: 24,083 shares; 2025Q4: 24,559 shares; 2026Q1: 24,863 shares; 2026Q2: 24,855 shares; 2026Q3: 25,343 shares 25,343 $5.27M 0.81% +488 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,895 shares; 2025Q1: 16,042 shares; 2025Q2: 16,210 shares; 2025Q3: 16,353 shares; 2025Q4: 16,918 shares; 2026Q1: 16,776 shares; 2026Q2: 16,913 shares; 2026Q3: 17,415 shares 17,415 $4.95M 0.76% +502 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,112 shares; 2025Q1: 17,786 shares; 2025Q2: 18,481 shares; 2025Q3: 18,152 shares; 2025Q4: 20,084 shares; 2026Q1: 19,008 shares; 2026Q2: 18,838 shares; 2026Q3: 18,659 shares 18,659 $4.65M 0.71% -179 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,948 shares; 2025Q1: 68,097 shares; 2025Q2: 13,264 shares; 2025Q3: 52,160 shares; 2025Q4: 69,879 shares; 2026Q1: 75,959 shares; 2026Q2: 89,258 shares; 2026Q3: 93,376 shares 93,376 $4.12M 0.63% +4,118 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,295 shares; 2025Q1: 17,463 shares; 2025Q2: 18,121 shares; 2025Q3: 18,322 shares; 2025Q4: 18,631 shares; 2026Q1: 12,327 shares; 2026Q2: 9,750 shares; 2026Q3: 11,661 shares 11,661 $4.1M 0.63% +1,911 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,103 shares; 2025Q1: 21,866 shares; 2025Q2: 19,755 shares; 2025Q3: 38,531 shares; 2025Q4: 48,378 shares; 2026Q1: 52,164 shares; 2026Q2: 48,438 shares; 2026Q3: 48,668 shares 48,668 $3.95M 0.61% +230 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,050 shares; 2025Q1: 20,512 shares; 2025Q2: 18,981 shares; 2025Q3: 31,828 shares; 2025Q4: 33,191 shares; 2026Q1: 35,299 shares; 2026Q2: 38,411 shares; 2026Q3: 40,542 shares 40,542 $3.93M 0.6% +2,131 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,872 shares; 2025Q1: 38,956 shares; 2025Q2: 40,378 shares; 2025Q3: 41,443 shares; 2025Q4: 47,843 shares; 2026Q1: 47,549 shares; 2026Q2: 49,645 shares; 2026Q3: 50,687 shares 50,687 $3.84M 0.59% +1,042 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,774 shares; 2025Q1: 15,203 shares; 2025Q2: 16,116 shares; 2025Q3: 16,148 shares; 2025Q4: 34,396 shares; 2026Q1: 34,830 shares; 2026Q2: 35,578 shares; 2026Q3: 36,214 shares 36,214 $3.76M 0.58% +636 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,784 shares; 2025Q1: 10,060 shares; 2025Q2: 8,603 shares; 2025Q3: 8,157 shares; 2025Q4: 16,893 shares; 2026Q1: 17,323 shares; 2026Q2: 17,160 shares; 2026Q3: 16,883 shares 16,883 $3.3M 0.51% -277 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,266 shares; 2025Q1: 3,980 shares; 2025Q2: 4,209 shares; 2025Q3: 3,217 shares; 2025Q4: 3,417 shares; 2026Q1: 3,311 shares; 2026Q2: 3,262 shares; 2026Q3: 3,474 shares 3,474 $3.16M 0.49% +212 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,521 shares; 2025Q1: 1,515 shares; 2025Q2: 1,509 shares; 2025Q3: 1,506 shares; 2025Q4: 1,465 shares; 2026Q1: 7,209 shares; 2026Q2: 7,245 shares; 2026Q3: 7,302 shares 7,302 $2.9M 0.45% +57 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,125 shares; 2025Q1: 1,076 shares; 2025Q2: 640 shares; 2025Q3: 1,808 shares; 2025Q4: 1,775 shares; 2026Q1: 1,930 shares; 2026Q2: 2,961 shares; 2026Q3: 2,998 shares 2,998 $2.85M 0.44% +37 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,116 shares; 2025Q1: 9,298 shares; 2025Q2: 9,684 shares; 2025Q3: 9,914 shares; 2025Q4: 10,578 shares; 2026Q1: 9,677 shares; 2026Q2: 10,063 shares; 2026Q3: 10,212 shares 10,212 $2.84M 0.44% +149 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,261 shares; 2025Q1: 7,478 shares; 2025Q2: 7,763 shares; 2025Q3: 7,858 shares; 2025Q4: 7,941 shares; 2026Q1: 7,828 shares; 2026Q2: 7,522 shares; 2026Q3: 7,497 shares 7,497 $2.69M 0.41% -25 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,208 shares; 2025Q1: 6,227 shares; 2025Q2: 6,227 shares; 2025Q3: 5,391 shares; 2025Q4: 6,522 shares; 2026Q1: 8,265 shares; 2026Q2: 7,805 shares; 2026Q3: 7,810 shares 7,810 $2.66M 0.41% +5 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,560 shares; 2026Q3: 33,721 shares 33,721 $2.61M 0.4% +13,161 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,021 shares 13,021 $2.51M 0.39% new 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; 2024Q4: 24,140 shares; 2025Q1: 18,657 shares; 2025Q2: 18,110 shares; 2025Q3: 18,345 shares; 2025Q4: 38,365 shares; 2026Q1: 38,865 shares; 2026Q2: 39,120 shares; 2026Q3: 39,496 shares 39,496 $2.43M 0.37% +376 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,694 shares; 2025Q1: 42,864 shares; 2025Q2: 44,232 shares; 2025Q3: 42,207 shares; 2025Q4: 42,503 shares; 2026Q1: 43,328 shares; 2026Q2: 43,793 shares; 2026Q3: 44,166 shares 44,166 $2.32M 0.36% +373 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,232 shares; 2025Q1: 27,890 shares; 2025Q2: 30,505 shares; 2025Q3: 20,749 shares; 2025Q4: 21,422 shares; 2026Q1: 21,054 shares; 2026Q2: 21,170 shares; 2026Q3: 20,348 shares 20,348 $2.24M 0.35% -822 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,361 shares; 2025Q1: 33,497 shares; 2025Q2: 33,754 shares; 2025Q3: 34,535 shares; 2025Q4: 36,431 shares; 2026Q1: 37,162 shares; 2026Q2: 38,118 shares; 2026Q3: 39,821 shares 39,821 $2.19M 0.34% +1,703 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,762 shares; 2026Q2: 17,835 shares; 2026Q3: 17,951 shares 17,951 $2.16M 0.33% +116 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,614 shares; 2026Q2: 10,785 shares; 2026Q3: 21,297 shares 21,297 $2.08M 0.32% +10,512 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,321 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,692 shares; 2025Q4: 1,370 shares; 2026Q1: 2,858 shares; 2026Q2: 1,898 shares; 2026Q3: 1,924 shares 1,924 $2.05M 0.32% +26 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,942 shares; 2025Q1: 18,688 shares; 2025Q2: 18,790 shares; 2025Q3: 18,637 shares; 2025Q4: 19,348 shares; 2026Q1: 19,668 shares; 2026Q2: 20,381 shares; 2026Q3: 20,853 shares 20,853 $2.03M 0.31% +472 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,307 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,055 shares; 2026Q2: 2,058 shares; 2026Q3: 2,055 shares 2,055 $1.9M 0.29% -3 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,497 shares; 2026Q2: 4,504 shares; 2026Q3: 4,812 shares 4,812 $1.87M 0.29% +308 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,147 shares; 2025Q4: 18,046 shares; 2026Q1: 18,459 shares; 2026Q2: 18,455 shares; 2026Q3: 19,059 shares 19,059 $1.79M 0.28% +604 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,187 shares; 2025Q2: 7,415 shares; 2025Q3: 7,016 shares; 2025Q4: 7,004 shares; 2026Q1: 7,360 shares; 2026Q2: 15,789 shares; 2026Q3: 16,005 shares 16,005 $1.78M 0.27% +216 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,184 shares; 2025Q1: 10,236 shares; 2025Q2: 10,253 shares; 2025Q3: 17,013 shares; 2025Q4: 18,225 shares; 2026Q1: 19,460 shares; 2026Q2: 19,605 shares; 2026Q3: 17,239 shares 17,239 $1.76M 0.27% -2,366 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 356 shares; 2025Q1: 369 shares; 2025Q2: 375 shares; 2025Q3: 366 shares; 2025Q4: 373 shares; 2026Q1: 402 shares; 2026Q2: 10,899 shares; 2026Q3: 10,659 shares 10,659 $1.74M 0.27% -240 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,238 shares; 2025Q1: 24,407 shares; 2025Q2: 24,292 shares; 2025Q3: 17,729 shares; 2025Q4: 19,636 shares; 2026Q1: 19,485 shares; 2026Q2: 17,777 shares; 2026Q3: 18,276 shares 18,276 $1.72M 0.26% +499 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,101 shares; 2025Q3: 23,433 shares; 2025Q4: 24,352 shares; 2026Q1: 24,710 shares; 2026Q2: 30,806 shares; 2026Q3: 16,245 shares 16,245 $1.68M 0.26% -14,561 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,223 shares 10,223 $1.66M 0.26% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,614 shares; 2025Q1: 2,843 shares; 2025Q2: 2,942 shares; 2025Q3: 2,993 shares; 2025Q4: 3,191 shares; 2026Q1: 3,164 shares; 2026Q2: 3,060 shares; 2026Q3: 3,097 shares 3,097 $1.62M 0.25% +37 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,328 shares; 2025Q1: 3,438 shares; 2025Q2: 2,407 shares; 2025Q3: 908 shares; 2025Q4: 815 shares; 2026Q1: 812 shares; 2026Q2: 1,203 shares; 2026Q3: 2,471 shares 2,471 $1.59M 0.24% +1,268 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,940 shares; 2026Q2: 3,381 shares; 2026Q3: 3,398 shares 3,398 $1.54M 0.24% +17 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,087 shares; 2025Q1: 21,869 shares; 2025Q2: 10,787 shares; 2025Q3: 16,231 shares; 2025Q4: 16,006 shares; 2026Q1: 15,845 shares; 2026Q2: 18,197 shares; 2026Q3: 16,903 shares 16,903 $1.51M 0.23% -1,294 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,236 shares; 2025Q1: 4,483 shares; 2025Q2: 4,511 shares; 2025Q3: 3,460 shares; 2025Q4: 3,619 shares; 2026Q1: 3,569 shares; 2026Q2: 3,519 shares; 2026Q3: 3,622 shares 3,622 $1.47M 0.23% +103 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,377 shares; 2025Q1: 25,114 shares; 2025Q2: 25,288 shares; 2025Q3: 24,053 shares; 2025Q4: 24,161 shares; 2026Q1: 26,080 shares; 2026Q2: 26,609 shares; 2026Q3: 27,137 shares 27,137 $1.41M 0.22% +528 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 920 shares; 2026Q2: 1,231 shares; 2026Q3: 2,738 shares 2,738 $1.4M 0.22% +1,507 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 737 shares; 2026Q3: 2,247 shares 2,247 $1.37M 0.21% +1,510 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,342 shares; 2025Q3: 15,092 shares; 2025Q4: 15,423 shares; 2026Q1: 15,764 shares; 2026Q2: 15,385 shares; 2026Q3: 15,608 shares 15,608 $1.35M 0.21% +223 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262 shares; 2025Q4: 253 shares; 2026Q1: 912 shares; 2026Q2: 809 shares; 2026Q3: 812 shares 812 $1.34M 0.21% +3 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,549 shares; 2025Q1: 7,447 shares; 2025Q2: 7,622 shares; 2025Q3: 7,473 shares; 2025Q4: 7,366 shares; 2026Q1: 7,537 shares; 2026Q2: 7,705 shares; 2026Q3: 7,862 shares 7,862 $1.31M 0.2% +157 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 184 shares; 2026Q3: 733 shares 733 $1.28M 0.2% +549 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,977 shares; 2025Q1: 3,013 shares; 2025Q2: 3,038 shares; 2025Q3: 3,028 shares; 2025Q4: 3,042 shares; 2026Q1: 3,008 shares; 2026Q2: 3,012 shares; 2026Q3: 3,025 shares 3,025 $1.28M 0.2% +13 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,902 shares; 2025Q1: 10,693 shares; 2025Q2: 16,114 shares; 2025Q3: 5,006 shares; 2025Q4: 5,032 shares; 2026Q1: 10,442 shares; 2026Q2: 13,610 shares; 2026Q3: 15,669 shares 15,669 $1.27M 0.2% +2,059 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 272 shares; 2026Q3: 1,294 shares 1,294 $1.26M 0.19% +1,022 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,499 shares; 2025Q1: 5,554 shares; 2025Q2: 5,631 shares; 2025Q3: 5,355 shares; 2025Q4: 5,312 shares; 2026Q1: 5,401 shares; 2026Q2: 5,503 shares; 2026Q3: 5,425 shares 5,425 $1.25M 0.19% -78 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,176 shares; 2025Q2: 8,937 shares; 2025Q3: 8,934 shares; 2025Q4: 8,773 shares; 2026Q1: 8,781 shares; 2026Q2: 8,725 shares; 2026Q3: 8,653 shares 8,653 $1.25M 0.19% -72 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,585 shares; 2025Q1: 35,765 shares; 2025Q2: 35,135 shares; 2025Q3: 18,267 shares; 2025Q4: 18,252 shares; 2026Q1: 21,908 shares; 2026Q2: 15,214 shares; 2026Q3: 6,690 shares 6,690 $1.25M 0.19% -8,524 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,492 shares; 2025Q1: 6,780 shares; 2025Q2: 6,341 shares; 2025Q3: 6,474 shares; 2025Q4: 9,464 shares; 2026Q1: 9,631 shares; 2026Q2: 9,607 shares; 2026Q3: 9,811 shares 9,811 $1.24M 0.19% +204 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,221 shares; 2026Q3: 12,341 shares 12,341 $1.24M 0.19% +120 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 957 shares; 2026Q1: 1,070 shares; 2026Q2: 3,270 shares; 2026Q3: 3,276 shares 3,276 $1.23M 0.19% +6 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,720 shares; 2025Q1: 6,164 shares; 2025Q2: 6,943 shares; 2025Q3: 8,049 shares; 2025Q4: 7,808 shares; 2026Q1: 12,199 shares; 2026Q2: 11,765 shares; 2026Q3: 14,235 shares 14,235 $1.2M 0.18% +2,470 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,095 shares; 2025Q1: 10,113 shares; 2025Q2: 18,208 shares; 2025Q3: 18,208 shares; 2025Q4: 35,157 shares; 2026Q1: 35,166 shares; 2026Q2: 35,181 shares; 2026Q3: 36,696 shares 36,696 $1.19M 0.18% +1,515 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,056 shares; 2025Q1: 7,108 shares; 2025Q2: 7,586 shares; 2025Q3: 7,140 shares; 2025Q4: 7,156 shares; 2026Q1: 7,352 shares; 2026Q2: 7,409 shares; 2026Q3: 7,518 shares 7,518 $1.19M 0.18% +109 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares; 2026Q2: 1,013 shares; 2026Q3: 1,919 shares 1,919 $1.17M 0.18% +906 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,257 shares; 2025Q1: 8,776 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,387 shares; 2026Q3: 16,556 shares 16,556 $1.16M 0.18% +169 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,620 shares; 2025Q4: 13,635 shares; 2026Q1: 15,807 shares; 2026Q2: 47,008 shares; 2026Q3: 51,879 shares 51,879 $1.13M 0.17% +4,871 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,831 shares; 2025Q4: 2,825 shares; 2026Q1: not reported; 2026Q2: 5,345 shares; 2026Q3: 5,450 shares 5,450 $1.13M 0.17% +105 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,494 shares; 2026Q2: 21,524 shares; 2026Q3: 19,702 shares 19,702 $1.08M 0.17% -1,822 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,589 shares; 2025Q2: 3,447 shares; 2025Q3: 3,443 shares; 2025Q4: 3,480 shares; 2026Q1: 3,516 shares; 2026Q2: 4,553 shares; 2026Q3: 4,584 shares 4,584 $1.06M 0.16% +31 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,349 shares; 2025Q1: 6,283 shares; 2025Q2: 6,114 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,019 shares; 2026Q3: 3,859 shares 3,859 $1.04M 0.16% +2,840 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,232 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,149 shares; 2026Q2: 3,156 shares; 2026Q3: 3,163 shares 3,163 $1.04M 0.16% +7 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,257 shares; 2025Q2: 8,029 shares; 2025Q3: 8,041 shares; 2025Q4: 7,962 shares; 2026Q1: not reported; 2026Q2: 3,008 shares; 2026Q3: 10,115 shares 10,115 $1M 0.15% +7,107 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,413 shares 2,413 $967K 0.15% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares; 2026Q3: 1,172 shares 1,172 $951K 0.15% +926 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,048 shares; 2025Q1: 7,048 shares; 2025Q2: 7,048 shares; 2025Q3: 5,847 shares; 2025Q4: 5,847 shares; 2026Q1: 5,847 shares; 2026Q2: 5,847 shares; 2026Q3: 5,847 shares 5,847 $948K 0.15% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 632 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 523 shares; 2026Q2: 4,009 shares; 2026Q3: 4,824 shares 4,824 $940K 0.14% +815 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 30,190 shares 30,190 $934K 0.14% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,429 shares; 2025Q1: 5,797 shares; 2025Q2: 5,848 shares; 2025Q3: 5,700 shares; 2025Q4: 11,617 shares; 2026Q1: 11,617 shares; 2026Q2: 11,617 shares; 2026Q3: 11,617 shares 11,617 $909K 0.14% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,085 shares; 2025Q1: 15,733 shares; 2025Q2: 15,862 shares; 2025Q3: 16,423 shares; 2025Q4: 17,203 shares; 2026Q1: 17,301 shares; 2026Q2: 17,554 shares; 2026Q3: 17,585 shares 17,585 $901K 0.14% +31 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,017 shares 4,017 $890K 0.14% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,920 shares 3,920 $885K 0.14% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,312 shares; 2025Q1: 3,260 shares; 2025Q2: 3,268 shares; 2025Q3: 3,242 shares; 2025Q4: 3,664 shares; 2026Q1: 3,641 shares; 2026Q2: 3,672 shares; 2026Q3: 3,775 shares 3,775 $872K 0.13% +103 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 46,601 shares 46,601 $826K 0.13% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,002 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,883 shares; 2025Q4: 6,571 shares; 2026Q1: 6,616 shares; 2026Q2: 5,262 shares; 2026Q3: 5,783 shares 5,783 $823K 0.13% +521 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,997 shares; 2025Q1: 1,997 shares; 2025Q2: 4,547 shares; 2025Q3: 4,939 shares; 2025Q4: 4,980 shares; 2026Q1: 4,942 shares; 2026Q2: 1,066 shares; 2026Q3: 2,155 shares 2,155 $821K 0.13% +1,089 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,234 shares; 2026Q2: 6,246 shares; 2026Q3: 6,230 shares 6,230 $807K 0.12% -16 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,802 shares 2,802 $806K 0.12% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,457 shares; 2026Q2: 9,450 shares; 2026Q3: 9,436 shares 9,436 $802K 0.12% -14 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,423 shares 3,423 $800K 0.12% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,180 shares; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares; 2025Q3: 1,180 shares; 2025Q4: 1,167 shares; 2026Q1: 1,131 shares; 2026Q2: 1,155 shares; 2026Q3: 1,141 shares 1,141 $799K 0.12% -14 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,408 shares 3,408 $795K 0.12% new Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,818 shares 8,818 $788K 0.12% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,428 shares 4,428 $773K 0.12% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,629 shares 2,629 $750K 0.12% new Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 33,433 shares 33,433 $749K 0.12% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,224 shares; 2025Q2: not reported; 2025Q3: 5,043 shares; 2025Q4: 8,904 shares; 2026Q1: 9,139 shares; 2026Q2: 7,940 shares; 2026Q3: 8,011 shares 8,011 $738K 0.11% +71 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,644 shares 3,644 $732K 0.11% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 911 shares; 2025Q1: 1,286 shares; 2025Q2: 1,577 shares; 2025Q3: 1,689 shares; 2025Q4: 1,609 shares; 2026Q1: 1,324 shares; 2026Q2: 1,393 shares; 2026Q3: 1,319 shares 1,319 $728K 0.11% -74 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,642 shares; 2025Q1: 4,615 shares; 2025Q2: 4,881 shares; 2025Q3: 4,842 shares; 2025Q4: 4,556 shares; 2026Q1: 4,840 shares; 2026Q2: 4,696 shares; 2026Q3: 5,004 shares 5,004 $727K 0.11% +308 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,677 shares; 2026Q2: 8,693 shares; 2026Q3: 17,340 shares 17,340 $722K 0.11% +8,647 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,602 shares; 2025Q4: 5,546 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,312 shares 4,312 $714K 0.11% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,419 shares; 2026Q1: 1,419 shares; 2026Q2: 5,676 shares; 2026Q3: 5,676 shares 5,676 $711K 0.11% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,141 shares 11,141 $710K 0.11% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,889 shares; 2025Q1: 7,261 shares; 2025Q2: 7,555 shares; 2025Q3: 4,240 shares; 2025Q4: 4,372 shares; 2026Q1: 4,029 shares; 2026Q2: 4,109 shares; 2026Q3: 4,243 shares 4,243 $692K 0.11% +134 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,337 shares 1,337 $691K 0.11% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,840 shares 2,840 $685K 0.11% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 15,030 shares; 2025Q2: 3,889 shares; 2025Q3: 11,426 shares; 2025Q4: 14,804 shares; 2026Q1: 16,191 shares; 2026Q2: 14,352 shares; 2026Q3: 13,223 shares 13,223 $672K 0.1% -1,129 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 556 shares; 2025Q1: 1,075 shares; 2025Q2: 1,825 shares; 2025Q3: 1,648 shares; 2025Q4: 1,896 shares; 2026Q1: 1,864 shares; 2026Q2: 1,885 shares; 2026Q3: 1,880 shares 1,880 $667K 0.1% -5 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,595 shares; 2026Q1: 12,064 shares; 2026Q2: 10,245 shares; 2026Q3: 9,373 shares 9,373 $649K 0.1% -872 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,810 shares; 2025Q1: 3,810 shares; 2025Q2: 3,379 shares; 2025Q3: 3,355 shares; 2025Q4: 2,809 shares; 2026Q1: 2,745 shares; 2026Q2: 2,522 shares; 2026Q3: 2,423 shares 2,423 $642K 0.1% -99 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 605 shares; 2025Q1: 574 shares; 2025Q2: 579 shares; 2025Q3: 559 shares; 2025Q4: 562 shares; 2026Q1: 571 shares; 2026Q2: 572 shares; 2026Q3: 600 shares 600 $635K 0.1% +28 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,832 shares 2,832 $635K 0.1% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,171 shares; 2025Q1: 9,533 shares; 2025Q2: 798 shares; 2025Q3: 1,054 shares; 2025Q4: 770 shares; 2026Q1: 1,070 shares; 2026Q2: 1,240 shares; 2026Q3: 1,672 shares 1,672 $614K 0.09% +432 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,538 shares; 2025Q1: 1,556 shares; 2025Q2: 1,846 shares; 2025Q3: 1,945 shares; 2025Q4: 2,276 shares; 2026Q1: 2,271 shares; 2026Q2: 2,244 shares; 2026Q3: 2,305 shares 2,305 $603K 0.09% +61 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,119 shares; 2025Q1: 4,119 shares; 2025Q2: 4,119 shares; 2025Q3: 3,362 shares; 2025Q4: 3,362 shares; 2026Q1: 3,362 shares; 2026Q2: 3,362 shares; 2026Q3: 3,362 shares 3,362 $596K 0.09% 0 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; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares; 2026Q1: 1,232 shares; 2026Q2: 1,232 shares; 2026Q3: 1,236 shares 1,236 $593K 0.09% +4 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,668 shares; 2025Q1: 1,692 shares; 2025Q2: 1,682 shares; 2025Q3: 1,636 shares; 2025Q4: 1,773 shares; 2026Q1: 1,617 shares; 2026Q2: 1,410 shares; 2026Q3: 1,439 shares 1,439 $571K 0.09% +29 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,813 shares 3,813 $564K 0.09% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,287 shares; 2026Q3: 10,293 shares 10,293 $553K 0.09% +6,006 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,637 shares; 2026Q1: 3,338 shares; 2026Q2: 2,469 shares; 2026Q3: 2,269 shares 2,269 $518K 0.08% -200 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,658 shares; 2025Q1: 3,642 shares; 2025Q2: 3,585 shares; 2025Q3: 1,590 shares; 2025Q4: 1,624 shares; 2026Q1: 1,601 shares; 2026Q2: 1,636 shares; 2026Q3: 1,644 shares 1,644 $500K 0.08% +8 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,357 shares; 2025Q4: 1,275 shares; 2026Q1: 1,266 shares; 2026Q2: 1,249 shares; 2026Q3: 1,260 shares 1,260 $490K 0.08% +11 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,516 shares; 2025Q2: 4,554 shares; 2025Q3: 9,474 shares; 2025Q4: 10,377 shares; 2026Q1: 10,172 shares; 2026Q2: 10,399 shares; 2026Q3: 10,399 shares 10,399 $486K 0.07% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,619 shares; 2025Q1: 2,471 shares; 2025Q2: 2,586 shares; 2025Q3: 2,541 shares; 2025Q4: 2,379 shares; 2026Q1: 2,358 shares; 2026Q2: 2,040 shares; 2026Q3: 1,836 shares 1,836 $474K 0.07% -204 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,593 shares; 2025Q1: 5,634 shares; 2025Q2: 4,947 shares; 2025Q3: 5,170 shares; 2025Q4: 5,806 shares; 2026Q1: 5,703 shares; 2026Q2: 5,999 shares; 2026Q3: 6,176 shares 6,176 $468K 0.07% +177 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,737 shares; 2025Q1: 9,318 shares; 2025Q2: 9,130 shares; 2025Q3: 9,313 shares; 2025Q4: 9,211 shares; 2026Q1: 9,234 shares; 2026Q2: 8,951 shares; 2026Q3: 9,214 shares 9,214 $466K 0.07% +263 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,153 shares; 2026Q1: 5,165 shares; 2026Q2: 5,050 shares; 2026Q3: 6,827 shares 6,827 $464K 0.07% +1,777 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,740 shares; 2025Q1: 1,667 shares; 2025Q2: 1,631 shares; 2025Q3: 3,814 shares; 2025Q4: 3,866 shares; 2026Q1: 3,806 shares; 2026Q2: 3,768 shares; 2026Q3: 1,514 shares 1,514 $455K 0.07% -2,254 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,935 shares; 2025Q4: 4,941 shares; 2026Q1: 6,100 shares; 2026Q2: 6,128 shares; 2026Q3: 2,033 shares 2,033 $452K 0.07% -4,095 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,404 shares; 2025Q1: 1,426 shares; 2025Q2: 1,445 shares; 2025Q3: 1,400 shares; 2025Q4: 1,560 shares; 2026Q1: 1,541 shares; 2026Q2: 1,586 shares; 2026Q3: 1,591 shares 1,591 $437K 0.07% +5 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 599 shares; 2025Q1: 550 shares; 2025Q2: 492 shares; 2025Q3: 466 shares; 2025Q4: 474 shares; 2026Q1: 431 shares; 2026Q2: 455 shares; 2026Q3: 455 shares 455 $435K 0.07% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,448 shares; 2025Q1: 7,710 shares; 2025Q2: 7,605 shares; 2025Q3: 6,956 shares; 2025Q4: 5,287 shares; 2026Q1: 6,895 shares; 2026Q2: 7,345 shares; 2026Q3: 7,505 shares 7,505 $434K 0.07% +160 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,324 shares; 2025Q1: 1,339 shares; 2025Q2: 1,378 shares; 2025Q3: 1,356 shares; 2025Q4: 1,363 shares; 2026Q1: 1,325 shares; 2026Q2: 1,310 shares; 2026Q3: 1,329 shares 1,329 $432K 0.07% +19 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 592 shares; 2025Q1: 575 shares; 2025Q2: 564 shares; 2025Q3: 350 shares; 2025Q4: 353 shares; 2026Q1: 363 shares; 2026Q2: 339 shares; 2026Q3: 345 shares 345 $429K 0.07% +6 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,954 shares; 2025Q1: 3,316 shares; 2025Q2: 2,272 shares; 2025Q3: 2,730 shares; 2025Q4: 2,752 shares; 2026Q1: 3,051 shares; 2026Q2: 3,172 shares; 2026Q3: 3,252 shares 3,252 $422K 0.06% +80 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,449 shares; 2025Q1: 1,523 shares; 2025Q2: 1,499 shares; 2025Q3: 1,478 shares; 2025Q4: 1,536 shares; 2026Q1: 1,567 shares; 2026Q2: 1,599 shares; 2026Q3: 1,628 shares 1,628 $419K 0.06% +29 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,570 shares; 2025Q1: 7,333 shares; 2025Q2: 7,116 shares; 2025Q3: 7,077 shares; 2025Q4: 7,298 shares; 2026Q1: 7,267 shares; 2026Q2: 7,378 shares; 2026Q3: 7,498 shares 7,498 $408K 0.06% +120 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 811 shares; 2025Q1: 834 shares; 2025Q2: 910 shares; 2025Q3: 903 shares; 2025Q4: 810 shares; 2026Q1: 839 shares; 2026Q2: 809 shares; 2026Q3: 850 shares 850 $404K 0.06% +41 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,690 shares; 2026Q3: 13,465 shares 13,465 $402K 0.06% +4,775 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 773 shares; 2025Q1: 749 shares; 2025Q2: 750 shares; 2025Q3: 758 shares; 2025Q4: 872 shares; 2026Q1: 910 shares; 2026Q2: 967 shares; 2026Q3: 1,013 shares 1,013 $399K 0.06% +46 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 685 shares; 2025Q1: 655 shares; 2025Q2: 651 shares; 2025Q3: 622 shares; 2025Q4: 523 shares; 2026Q1: 520 shares; 2026Q2: 515 shares; 2026Q3: 528 shares 528 $398K 0.06% +13 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,694 shares; 2025Q1: 1,721 shares; 2025Q2: 1,847 shares; 2025Q3: 1,881 shares; 2025Q4: 1,892 shares; 2026Q1: 1,838 shares; 2026Q2: 1,896 shares; 2026Q3: 2,157 shares 2,157 $397K 0.06% +261 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,105 shares; 2025Q1: 2,134 shares; 2025Q2: 2,090 shares; 2025Q3: 2,077 shares; 2025Q4: 1,972 shares; 2026Q1: 1,883 shares; 2026Q2: 1,384 shares; 2026Q3: 1,439 shares 1,439 $396K 0.06% +55 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,911 shares; 2025Q1: 4,608 shares; 2025Q2: 4,499 shares; 2025Q3: 3,540 shares; 2025Q4: 3,520 shares; 2026Q1: 3,558 shares; 2026Q2: 3,503 shares; 2026Q3: 3,539 shares 3,539 $396K 0.06% +36 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,674 shares; 2025Q1: 2,513 shares; 2025Q2: 2,503 shares; 2025Q3: 2,486 shares; 2025Q4: 2,493 shares; 2026Q1: 2,471 shares; 2026Q2: 2,385 shares; 2026Q3: 2,492 shares 2,492 $390K 0.06% +107 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,018 shares; 2025Q1: 1,858 shares; 2025Q2: 1,823 shares; 2025Q3: 1,768 shares; 2025Q4: 1,794 shares; 2026Q1: 1,924 shares; 2026Q2: 1,989 shares; 2026Q3: 1,985 shares 1,985 $387K 0.06% -4 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,332 shares; 2025Q1: 2,689 shares; 2025Q2: 2,613 shares; 2025Q3: 2,597 shares; 2025Q4: 2,576 shares; 2026Q1: 2,902 shares; 2026Q2: 2,926 shares; 2026Q3: 2,970 shares 2,970 $384K 0.06% +44 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,308 shares; 2025Q1: 3,601 shares; 2025Q2: 3,459 shares; 2025Q3: 3,431 shares; 2025Q4: 3,434 shares; 2026Q1: 3,435 shares; 2026Q2: 3,657 shares; 2026Q3: 3,785 shares 3,785 $383K 0.06% +128 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,868 shares; 2025Q1: 3,515 shares; 2025Q2: 3,418 shares; 2025Q3: 3,335 shares; 2025Q4: 3,602 shares; 2026Q1: 3,908 shares; 2026Q2: 4,107 shares; 2026Q3: 3,872 shares 3,872 $383K 0.06% -235 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,033 shares; 2025Q3: 995 shares; 2025Q4: 1,573 shares; 2026Q1: 1,791 shares; 2026Q2: 1,142 shares; 2026Q3: 1,206 shares 1,206 $383K 0.06% +64 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,434 shares; 2025Q2: 5,321 shares; 2025Q3: 12,362 shares; 2025Q4: 12,239 shares; 2026Q1: 5,352 shares; 2026Q2: 5,391 shares; 2026Q3: 5,610 shares 5,610 $379K 0.06% +219 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 957 shares; 2025Q1: 932 shares; 2025Q2: 461 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 445 shares; 2026Q2: 3,099 shares; 2026Q3: 3,002 shares 3,002 $377K 0.06% -97 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,638 shares; 2025Q1: 4,483 shares; 2025Q2: 4,390 shares; 2025Q3: 4,328 shares; 2025Q4: 3,793 shares; 2026Q1: 4,298 shares; 2026Q2: 4,282 shares; 2026Q3: 4,402 shares 4,402 $376K 0.06% +120 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,080 shares; 2025Q1: 1,432 shares; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 1,164 shares; 2026Q1: 1,633 shares; 2026Q2: 2,115 shares; 2026Q3: 2,056 shares 2,056 $368K 0.06% -59 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,068 shares; 2025Q1: 2,919 shares; 2025Q2: 2,762 shares; 2025Q3: 2,614 shares; 2025Q4: 2,622 shares; 2026Q1: 2,575 shares; 2026Q2: 2,516 shares; 2026Q3: 2,475 shares 2,475 $367K 0.06% -41 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,611 shares; 2025Q1: 1,774 shares; 2025Q2: 1,818 shares; 2025Q3: 1,670 shares; 2025Q4: 1,584 shares; 2026Q1: 1,470 shares; 2026Q2: 1,391 shares; 2026Q3: 1,519 shares 1,519 $360K 0.06% +128 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,063 shares; 2025Q1: 1,051 shares; 2025Q2: 1,026 shares; 2025Q3: 1,022 shares; 2025Q4: 998 shares; 2026Q1: 1,041 shares; 2026Q2: 1,100 shares; 2026Q3: 1,110 shares 1,110 $359K 0.06% +10 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,704 shares; 2025Q1: 5,768 shares; 2025Q2: 5,743 shares; 2025Q3: 5,630 shares; 2025Q4: 5,659 shares; 2026Q1: 6,348 shares; 2026Q2: 6,489 shares; 2026Q3: 6,529 shares 6,529 $357K 0.05% +40 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; 2024Q4: 3,746 shares; 2025Q1: 3,419 shares; 2025Q2: 3,345 shares; 2025Q3: 3,390 shares; 2025Q4: 3,424 shares; 2026Q1: 3,402 shares; 2026Q2: 3,408 shares; 2026Q3: 3,546 shares 3,546 $357K 0.05% +138 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,170 shares; 2026Q3: 7,129 shares 7,129 $357K 0.05% +2,959 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,639 shares; 2025Q3: 3,834 shares; 2025Q4: 6,686 shares; 2026Q1: 7,009 shares; 2026Q2: 4,538 shares; 2026Q3: 4,498 shares 4,498 $351K 0.05% -40 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; 2024Q4: 3,852 shares; 2025Q1: 3,738 shares; 2025Q2: 3,681 shares; 2025Q3: 2,640 shares; 2025Q4: 2,590 shares; 2026Q1: 2,590 shares; 2026Q2: 2,573 shares; 2026Q3: 2,546 shares 2,546 $351K 0.05% -27 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,561 shares; 2025Q1: 1,561 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares; 2026Q2: 1,561 shares; 2026Q3: 1,566 shares 1,566 $347K 0.05% +5 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,224 shares; 2025Q1: 5,359 shares; 2025Q2: 5,262 shares; 2025Q3: 5,133 shares; 2025Q4: 5,117 shares; 2026Q1: 5,388 shares; 2026Q2: 5,157 shares; 2026Q3: 5,483 shares 5,483 $346K 0.05% +326 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,300 shares; 2025Q1: 3,511 shares; 2025Q2: 3,439 shares; 2025Q3: 3,445 shares; 2025Q4: 3,042 shares; 2026Q1: 3,740 shares; 2026Q2: 3,614 shares; 2026Q3: 3,661 shares 3,661 $345K 0.05% +47 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,027 shares; 2025Q1: 2,792 shares; 2025Q2: 2,749 shares; 2025Q3: 2,828 shares; 2025Q4: 2,529 shares; 2026Q1: 3,281 shares; 2026Q2: 3,450 shares; 2026Q3: 3,476 shares 3,476 $342K 0.05% +26 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; 2024Q4: 2,616 shares; 2025Q1: 2,575 shares; 2025Q2: 2,519 shares; 2025Q3: 792 shares; 2025Q4: 762 shares; 2026Q1: 663 shares; 2026Q2: 718 shares; 2026Q3: 747 shares 747 $338K 0.05% +29 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,008 shares; 2026Q1: 4,855 shares; 2026Q2: 5,244 shares; 2026Q3: 3,336 shares 3,336 $337K 0.05% -1,908 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: 950 shares; 2026Q1: 898 shares; 2026Q2: 760 shares; 2026Q3: 738 shares 738 $337K 0.05% -22 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,627 shares; 2026Q3: 4,493 shares 4,493 $336K 0.05% -134 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,492 shares; 2025Q2: 1,453 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares; 2026Q2: 746 shares; 2026Q3: 749 shares 749 $334K 0.05% +3 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,993 shares; 2026Q3: 2,786 shares 2,786 $334K 0.05% -207 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,830 shares; 2025Q1: 4,174 shares; 2025Q2: 3,455 shares; 2025Q3: 3,439 shares; 2025Q4: 3,465 shares; 2026Q1: 3,443 shares; 2026Q2: 3,999 shares; 2026Q3: 3,836 shares 3,836 $331K 0.05% -163 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,902 shares; 2025Q1: 11,135 shares; 2025Q2: 10,848 shares; 2025Q3: 3,551 shares; 2025Q4: 3,664 shares; 2026Q1: 4,450 shares; 2026Q2: 5,177 shares; 2026Q3: 5,294 shares 5,294 $322K 0.05% +117 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,854 shares; 2026Q3: 2,926 shares 2,926 $322K 0.05% +72 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,706 shares; 2025Q1: 1,615 shares; 2025Q2: 1,628 shares; 2025Q3: 1,622 shares; 2025Q4: 1,620 shares; 2026Q1: 1,777 shares; 2026Q2: 1,981 shares; 2026Q3: 1,994 shares 1,994 $321K 0.05% +13 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,385 shares; 2025Q2: 6,380 shares; 2025Q3: 6,725 shares; 2025Q4: 6,788 shares; 2026Q1: 6,715 shares; 2026Q2: 6,624 shares; 2026Q3: 1,720 shares 1,720 $319K 0.05% -4,904 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,503 shares; 2025Q1: 2,552 shares; 2025Q2: 2,297 shares; 2025Q3: 2,366 shares; 2025Q4: 2,470 shares; 2026Q1: 2,470 shares; 2026Q2: 2,304 shares; 2026Q3: 2,301 shares 2,301 $313K 0.05% -3 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,534 shares; 2025Q4: 4,527 shares; 2026Q1: 2,321 shares; 2026Q2: 2,916 shares; 2026Q3: 3,402 shares 3,402 $312K 0.05% +486 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; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: not reported; 2026Q1: 707 shares; 2026Q2: 858 shares; 2026Q3: 875 shares 875 $306K 0.05% +17 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,936 shares; 2026Q3: 1,965 shares 1,965 $305K 0.05% -13,971 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,307 shares; 2026Q2: 3,497 shares; 2026Q3: 3,549 shares 3,549 $299K 0.05% +52 Timeline HOPE HOPE BANCORP INC More: the full row for HOPE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,307 shares; 2025Q1: 21,007 shares; 2025Q2: 21,207 shares; 2025Q3: 21,410 shares; 2025Q4: 21,619 shares; 2026Q1: 21,797 shares; 2026Q2: 21,973 shares; 2026Q3: 22,130 shares 22,130 $294K 0.05% +157 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,885 shares; 2025Q1: 2,054 shares; 2025Q2: 1,960 shares; 2025Q3: 1,929 shares; 2025Q4: 1,795 shares; 2026Q1: 1,961 shares; 2026Q2: 2,127 shares; 2026Q3: 2,036 shares 2,036 $292K 0.04% -91 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,258 shares; 2025Q1: 12,952 shares; 2025Q2: 12,653 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,507 shares; 2026Q2: 1,725 shares; 2026Q3: 1,721 shares 1,721 $290K 0.04% -4 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,060 shares; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares; 2025Q3: 3,747 shares; 2025Q4: 3,941 shares; 2026Q1: 3,914 shares; 2026Q2: 3,309 shares; 2026Q3: 3,357 shares 3,357 $289K 0.04% +48 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,126 shares; 2025Q1: 2,899 shares; 2025Q2: not reported; 2025Q3: 2,097 shares; 2025Q4: not reported; 2026Q1: 2,394 shares; 2026Q2: 2,719 shares; 2026Q3: 2,769 shares 2,769 $289K 0.04% +50 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,074 shares; 2026Q1: 7,219 shares; 2026Q2: 6,394 shares; 2026Q3: 6,050 shares 6,050 $285K 0.04% -344 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,392 shares; 2025Q1: 3,283 shares; 2025Q2: 3,101 shares; 2025Q3: 3,285 shares; 2025Q4: 3,282 shares; 2026Q1: 3,280 shares; 2026Q2: 3,138 shares; 2026Q3: 3,138 shares 3,138 $280K 0.04% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,065 shares; 2025Q2: 4,916 shares; 2025Q3: 4,913 shares; 2025Q4: 4,919 shares; 2026Q1: 6,004 shares; 2026Q2: 6,036 shares; 2026Q3: 1,232 shares 1,232 $279K 0.04% -4,804 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,209 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares; 2026Q1: 3,395 shares; 2026Q2: 3,395 shares; 2026Q3: 3,395 shares 3,395 $277K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,802 shares; 2026Q2: 4,039 shares; 2026Q3: 4,108 shares 4,108 $274K 0.04% +69 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,941 shares; 2026Q1: 1,941 shares; 2026Q2: 2,433 shares; 2026Q3: 2,433 shares 2,433 $266K 0.04% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,109 shares; 2025Q1: 2,242 shares; 2025Q2: 640 shares; 2025Q3: not reported; 2025Q4: 386 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 391 shares 391 $264K 0.04% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 723 shares; 2026Q2: 723 shares; 2026Q3: 723 shares 723 $263K 0.04% 0 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; 2024Q4: 4,571 shares; 2025Q1: 4,572 shares; 2025Q2: 4,572 shares; 2025Q3: 3,573 shares; 2025Q4: 3,574 shares; 2026Q1: 3,574 shares; 2026Q2: 3,574 shares; 2026Q3: 3,574 shares 3,574 $262K 0.04% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,060 shares; 2025Q1: 6,594 shares; 2025Q2: 6,230 shares; 2025Q3: 6,346 shares; 2025Q4: 6,504 shares; 2026Q1: 7,126 shares; 2026Q2: 8,593 shares; 2026Q3: 8,165 shares 8,165 $255K 0.04% -428 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,228 shares; 2025Q1: 4,195 shares; 2025Q2: 3,718 shares; 2025Q3: 3,800 shares; 2025Q4: 4,045 shares; 2026Q1: 4,045 shares; 2026Q2: 3,477 shares; 2026Q3: 3,480 shares 3,480 $250K 0.04% +3 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,725 shares; 2025Q1: 33,149 shares; 2025Q2: 31,257 shares; 2025Q3: 33,344 shares; 2025Q4: 33,160 shares; 2026Q1: 36,310 shares; 2026Q2: 41,276 shares; 2026Q3: 53,523 shares 53,523 $249K 0.04% +12,247 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,391 shares; 2026Q2: not reported; 2026Q3: 3,946 shares 3,946 $246K 0.04% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,789 shares; 2026Q3: 2,873 shares 2,873 $245K 0.04% +84 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: not reported; 2025Q4: 2,054 shares; 2026Q1: 2,054 shares; 2026Q2: 2,054 shares; 2026Q3: 2,054 shares 2,054 $244K 0.04% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,730 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,591 shares; 2025Q4: 2,458 shares; 2026Q1: 2,447 shares; 2026Q2: 2,359 shares; 2026Q3: 2,342 shares 2,342 $244K 0.04% -17 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,073 shares; 2026Q1: 7,072 shares; 2026Q2: 3,420 shares; 2026Q3: 3,047 shares 3,047 $241K 0.04% -373 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,950 shares; 2025Q1: 1,953 shares; 2025Q2: 1,956 shares; 2025Q3: 1,939 shares; 2025Q4: 1,942 shares; 2026Q1: 1,945 shares; 2026Q2: 1,422 shares; 2026Q3: 1,424 shares 1,424 $238K 0.04% +2 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 815 shares 815 $232K 0.04% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,652 shares; 2025Q1: 13,305 shares; 2025Q2: 13,590 shares; 2025Q3: 9,851 shares; 2025Q4: 9,765 shares; 2026Q1: 7,115 shares; 2026Q2: 4,992 shares; 2026Q3: 4,936 shares 4,936 $232K 0.04% -56 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,017 shares; 2026Q3: 4,684 shares 4,684 $229K 0.04% -333 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,371 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,638 shares; 2026Q2: 5,521 shares; 2026Q3: 1,722 shares 1,722 $228K 0.04% -3,799 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,208 shares; 2025Q1: 2,110 shares; 2025Q2: 2,196 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 4,200 shares; 2026Q3: 4,200 shares 4,200 $227K 0.03% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,812 shares; 2025Q1: 2,092 shares; 2025Q2: 1,663 shares; 2025Q3: 1,873 shares; 2025Q4: 1,611 shares; 2026Q1: 2,519 shares; 2026Q2: 3,237 shares; 2026Q3: 3,244 shares 3,244 $227K 0.03% +7 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,050 shares 7,050 $222K 0.03% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,567 shares 3,567 $222K 0.03% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,383 shares; 2025Q1: 19,790 shares; 2025Q2: 20,826 shares; 2025Q3: 20,355 shares; 2025Q4: 2,997 shares; 2026Q1: 2,955 shares; 2026Q2: not reported; 2026Q3: 1,492 shares 1,492 $219K 0.03% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,154 shares 1,154 $219K 0.03% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,631 shares; 2026Q3: 2,631 shares 2,631 $218K 0.03% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,608 shares; 2026Q3: 1,608 shares 1,608 $217K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,507 shares; 2025Q1: 4,511 shares; 2025Q2: 4,373 shares; 2025Q3: 4,341 shares; 2025Q4: 4,391 shares; 2026Q1: 4,394 shares; 2026Q2: 4,404 shares; 2026Q3: 692 shares 692 $216K 0.03% -3,712 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,175 shares; 2026Q3: 3,283 shares 3,283 $215K 0.03% +108 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 535 shares 535 $210K 0.03% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,634 shares 1,634 $209K 0.03% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,358 shares; 2025Q3: 4,361 shares; 2025Q4: 4,340 shares; 2026Q1: 4,340 shares; 2026Q2: 4,340 shares; 2026Q3: 4,340 shares 4,340 $209K 0.03% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares; 2026Q3: 751 shares 751 $209K 0.03% +1 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,258 shares; 2025Q1: 12,395 shares; 2025Q2: 12,734 shares; 2025Q3: 12,411 shares; 2025Q4: 14,152 shares; 2026Q1: 2,371 shares; 2026Q2: not reported; 2026Q3: 1,137 shares 1,137 $208K 0.03% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,352 shares; 2025Q1: 1,345 shares; 2025Q2: 1,306 shares; 2025Q3: 1,427 shares; 2025Q4: 1,432 shares; 2026Q1: 1,418 shares; 2026Q2: 1,442 shares; 2026Q3: 226 shares 226 $204K 0.03% -1,216 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,904 shares; 2025Q1: 3,904 shares; 2025Q2: 3,904 shares; 2025Q3: 3,904 shares; 2025Q4: 3,639 shares; 2026Q1: not reported; 2026Q2: 2,579 shares; 2026Q3: 2,594 shares 2,594 $200K 0.03% +15 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,203 shares; 2025Q1: not reported; 2025Q2: 4,498 shares; 2025Q3: 4,372 shares; 2025Q4: 4,790 shares; 2026Q1: 4,729 shares; 2026Q2: 2,421 shares; 2026Q3: 2,501 shares 2,501 $200K 0.03% +80 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 36,500 shares; 2025Q3: 36,500 shares; 2025Q4: 24,825 shares; 2026Q1: 14,677 shares; 2026Q2: 14,677 shares; 2026Q3: 14,677 shares 14,677 $20.1K <0.01% 0 Timeline