AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,966 shares; 2025Q1: 66,662 shares; 2025Q2: 81,786 shares; 2025Q3: 9,957 shares; 2025Q4: 34,517 shares; 2026Q1: 28,321 shares; 2026Q2: 29,219 shares; 2026Q3: 9,678 shares 9,678 $3.22M 5.27% -19,541 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,599 shares; 2025Q1: 67,956 shares; 2025Q2: 73,577 shares; 2025Q3: 3,585 shares; 2025Q4: 24,885 shares; 2026Q1: 16,486 shares; 2026Q2: 21,388 shares; 2026Q3: 3,699 shares 3,699 $1.9M 3.1% -17,689 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: 5,685 shares; 2025Q1: 5,623 shares; 2025Q2: 9,877 shares; 2025Q3: 781 shares; 2025Q4: 4,940 shares; 2026Q1: 3,814 shares; 2026Q2: 4,103 shares; 2026Q3: 2,686 shares 2,686 $1.88M 3.08% -1,417 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: 231,520 shares; 2025Q1: 240,160 shares; 2025Q2: 278,431 shares; 2025Q3: 5,927 shares; 2025Q4: 42,752 shares; 2026Q1: 34,409 shares; 2026Q2: 35,346 shares; 2026Q3: 5,680 shares 5,680 $1.3M 2.12% -29,666 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: 13,085 shares; 2025Q1: 17,209 shares; 2025Q2: 19,071 shares; 2025Q3: 722 shares; 2025Q4: 7,777 shares; 2026Q1: 3,453 shares; 2026Q2: 4,965 shares; 2026Q3: 929 shares 929 $1.08M 1.76% -4,036 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: 9,974 shares; 2025Q1: 11,962 shares; 2025Q2: 12,815 shares; 2025Q3: 1,381 shares; 2025Q4: 7,547 shares; 2026Q1: 6,320 shares; 2026Q2: 7,118 shares; 2026Q3: 2,101 shares 2,101 $1.05M 1.71% -5,017 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: 4,093 shares; 2025Q1: 5,350 shares; 2025Q2: 6,145 shares; 2025Q3: 961 shares; 2025Q4: 2,824 shares; 2026Q1: 2,117 shares; 2026Q2: 2,237 shares; 2026Q3: 867 shares 867 $923K 1.51% -1,370 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: 13,275 shares; 2025Q1: 14,394 shares; 2025Q2: 14,133 shares; 2025Q3: 477 shares; 2025Q4: 3,044 shares; 2026Q1: 2,954 shares; 2026Q2: 3,132 shares; 2026Q3: 1,116 shares 1,116 $826K 1.35% -2,016 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: 1,595 shares; 2025Q1: 2,093 shares; 2025Q2: 2,135 shares; 2025Q3: 5 shares; 2025Q4: 4,759 shares; 2026Q1: 4,528 shares; 2026Q2: 4,691 shares; 2026Q3: 1,014 shares 1,014 $777K 1.27% -3,677 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: 26,364 shares; 2025Q1: 33,681 shares; 2025Q2: 45,816 shares; 2025Q3: 2,370 shares; 2025Q4: 11,994 shares; 2026Q1: 8,328 shares; 2026Q2: 9,156 shares; 2026Q3: 1,796 shares 1,796 $631K 1.03% -7,360 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,083 shares; 2026Q1: 31,907 shares; 2026Q2: 33,307 shares; 2026Q3: 13,696 shares 13,696 $618K 1.01% -19,611 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: 17,888 shares; 2025Q1: 22,732 shares; 2025Q2: 28,009 shares; 2025Q3: 1,254 shares; 2025Q4: 7,493 shares; 2026Q1: 6,035 shares; 2026Q2: 8,301 shares; 2026Q3: 2,236 shares 2,236 $592K 0.97% -6,065 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: 43,953 shares; 2025Q1: 47,338 shares; 2025Q2: 53,176 shares; 2025Q3: 1,676 shares; 2025Q4: 15,752 shares; 2026Q1: 12,582 shares; 2026Q2: 14,549 shares; 2026Q3: 2,343 shares 2,343 $584K 0.96% -12,206 Timeline OUSA 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: 448,143 shares; 2025Q1: 464,797 shares; 2025Q2: 521,180 shares; 2025Q3: 58,050 shares; 2025Q4: 131,668 shares; 2026Q1: 83,949 shares; 2026Q2: 40,932 shares; 2026Q3: 9,725 shares 9,725 $578K 0.95% -31,207 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: 11,383 shares; 2025Q1: 25,565 shares; 2025Q2: 20,930 shares; 2025Q3: 766 shares; 2025Q4: 7,641 shares; 2026Q1: 6,186 shares; 2026Q2: 8,058 shares; 2026Q3: 1,747 shares 1,747 $578K 0.95% -6,311 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: 62,213 shares; 2025Q1: 78,010 shares; 2025Q2: 90,693 shares; 2025Q3: 5,579 shares; 2025Q4: 29,509 shares; 2026Q1: 21,251 shares; 2026Q2: 23,758 shares; 2026Q3: 5,272 shares 5,272 $568K 0.93% -18,486 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,788 shares; 2025Q1: 9,034 shares; 2025Q2: 63,540 shares; 2025Q3: 4,094 shares; 2025Q4: 29,939 shares; 2026Q1: 35,498 shares; 2026Q2: 41,739 shares; 2026Q3: 11,421 shares 11,421 $558K 0.91% -30,318 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: 4,100 shares; 2025Q1: 4,974 shares; 2025Q2: 5,452 shares; 2025Q3: 478 shares; 2025Q4: 2,070 shares; 2026Q1: 1,656 shares; 2026Q2: 1,812 shares; 2026Q3: 574 shares 574 $523K 0.85% -1,238 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: 22,386 shares; 2025Q1: 23,872 shares; 2025Q2: 26,671 shares; 2025Q3: 246 shares; 2025Q4: 2,851 shares; 2026Q1: 2,970 shares; 2026Q2: 3,917 shares; 2026Q3: 671 shares 671 $512K 0.84% -3,246 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,777 shares; 2025Q1: 35,157 shares; 2025Q2: 78,865 shares; 2025Q3: 2,793 shares; 2025Q4: 33,573 shares; 2026Q1: 39,000 shares; 2026Q2: 44,059 shares; 2026Q3: 10,422 shares 10,422 $494K 0.81% -33,637 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: 16,660 shares; 2025Q1: 19,769 shares; 2025Q2: 21,983 shares; 2025Q3: 1,189 shares; 2025Q4: 7,953 shares; 2026Q1: 5,155 shares; 2026Q2: 6,890 shares; 2026Q3: 1,401 shares 1,401 $482K 0.79% -5,489 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: 10,210 shares; 2025Q1: 10,672 shares; 2025Q2: 12,877 shares; 2025Q3: 719 shares; 2025Q4: 7,665 shares; 2026Q1: 4,058 shares; 2026Q2: 7,148 shares; 2026Q3: 1,825 shares 1,825 $477K 0.78% -5,323 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: 48,767 shares; 2025Q1: 58,877 shares; 2025Q2: 66,380 shares; 2025Q3: 4,112 shares; 2025Q4: 22,874 shares; 2026Q1: 18,239 shares; 2026Q2: 19,217 shares; 2026Q3: 4,490 shares 4,490 $467K 0.76% -14,727 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: 383 shares; 2025Q1: 439 shares; 2025Q2: 510 shares; 2025Q3: 268 shares; 2025Q4: 23,635 shares; 2026Q1: 19,588 shares; 2026Q2: 20,346 shares; 2026Q3: 4,778 shares 4,778 $463K 0.76% -15,568 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: 5,273 shares; 2025Q1: 7,051 shares; 2025Q2: 8,343 shares; 2025Q3: 694 shares; 2025Q4: 2,836 shares; 2026Q1: 2,375 shares; 2026Q2: 2,429 shares; 2026Q3: 746 shares 746 $456K 0.75% -1,683 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: 61,301 shares; 2025Q1: 72,169 shares; 2025Q2: 70,574 shares; 2025Q3: 5,600 shares; 2025Q4: 60,732 shares; 2026Q1: 53,255 shares; 2026Q2: 56,748 shares; 2026Q3: 5,691 shares 5,691 $446K 0.73% -51,057 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: 17,919 shares; 2025Q1: 22,081 shares; 2025Q2: 27,711 shares; 2025Q3: 2,422 shares; 2025Q4: 7,198 shares; 2026Q1: 5,970 shares; 2026Q2: 6,883 shares; 2026Q3: 5,258 shares 5,258 $443K 0.73% -1,625 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: 7,709 shares; 2025Q1: 8,081 shares; 2025Q2: 9,109 shares; 2025Q3: 626 shares; 2025Q4: 2,373 shares; 2026Q1: 2,092 shares; 2026Q2: 2,518 shares; 2026Q3: 928 shares 928 $440K 0.72% -1,590 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: 16,550 shares; 2025Q1: 18,819 shares; 2025Q2: 20,377 shares; 2025Q3: 770 shares; 2025Q4: 17,612 shares; 2026Q1: 15,307 shares; 2026Q2: 15,698 shares; 2026Q3: 6,110 shares 6,110 $440K 0.72% -9,588 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: 710 shares; 2025Q1: 1,963 shares; 2025Q2: 16,916 shares; 2025Q3: 853 shares; 2025Q4: 6,942 shares; 2026Q1: 5,528 shares; 2026Q2: 5,795 shares; 2026Q3: 1,233 shares 1,233 $437K 0.72% -4,562 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: 2,238 shares; 2025Q1: 2,537 shares; 2025Q2: 3,305 shares; 2025Q3: 283 shares; 2025Q4: 3,512 shares; 2026Q1: 2,680 shares; 2026Q2: 2,950 shares; 2026Q3: 826 shares 826 $427K 0.7% -2,124 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: 8,744 shares; 2025Q1: 10,345 shares; 2025Q2: 7,339 shares; 2025Q3: 556 shares; 2025Q4: 3,561 shares; 2026Q1: 1,721 shares; 2026Q2: 2,241 shares; 2026Q3: 992 shares 992 $426K 0.7% -1,249 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: 7,585 shares; 2025Q1: 9,725 shares; 2025Q2: 11,193 shares; 2025Q3: 722 shares; 2025Q4: 4,076 shares; 2026Q1: 2,616 shares; 2026Q2: 3,012 shares; 2026Q3: 985 shares 985 $415K 0.68% -2,027 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: 12,272 shares; 2025Q1: 15,246 shares; 2025Q2: 17,410 shares; 2025Q3: 1,250 shares; 2025Q4: 4,611 shares; 2026Q1: 3,488 shares; 2026Q2: 4,097 shares; 2026Q3: 1,030 shares 1,030 $409K 0.67% -3,067 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: 2,135 shares; 2025Q1: 2,688 shares; 2025Q2: 2,212 shares; 2025Q3: 331 shares; 2025Q4: 1,145 shares; 2026Q1: 1,010 shares; 2026Q2: 1,112 shares; 2026Q3: 402 shares 402 $384K 0.63% -710 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: 17,710 shares; 2025Q1: 21,737 shares; 2025Q2: 25,520 shares; 2025Q3: 1,772 shares; 2025Q4: 6,925 shares; 2026Q1: 4,797 shares; 2026Q2: 5,324 shares; 2026Q3: 1,331 shares 1,331 $373K 0.61% -3,993 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 580 shares; 2025Q1: 1,416 shares; 2025Q2: 36,176 shares; 2025Q3: 3,139 shares; 2025Q4: 17,949 shares; 2026Q1: 20,603 shares; 2026Q2: 24,967 shares; 2026Q3: 5,586 shares 5,586 $371K 0.61% -19,381 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,254 shares; 2025Q1: 2,695 shares; 2025Q2: 61,994 shares; 2025Q3: 5,928 shares; 2025Q4: 30,586 shares; 2026Q1: 34,389 shares; 2026Q2: 41,331 shares; 2026Q3: 8,853 shares 8,853 $369K 0.6% -32,478 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,926 shares; 2025Q1: 29,682 shares; 2025Q2: 120,769 shares; 2025Q3: 7,087 shares; 2025Q4: 76,673 shares; 2026Q1: 70,581 shares; 2026Q2: 76,468 shares; 2026Q3: 10,698 shares 10,698 $367K 0.6% -65,770 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 520 shares; 2026Q3: 2,371 shares 2,371 $358K 0.59% +1,851 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: 2,984 shares; 2025Q1: 5,593 shares; 2025Q2: 5,588 shares; 2025Q3: 361 shares; 2025Q4: 949 shares; 2026Q1: 764 shares; 2026Q2: 834 shares; 2026Q3: 287 shares 287 $358K 0.58% -547 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: 6,024 shares; 2025Q1: 7,383 shares; 2025Q2: 8,657 shares; 2025Q3: 663 shares; 2025Q4: 2,249 shares; 2026Q1: 2,731 shares; 2026Q2: 2,896 shares; 2026Q3: 783 shares 783 $357K 0.58% -2,113 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,997 shares; 2026Q1: 16,691 shares; 2026Q2: 17,458 shares; 2026Q3: 4,102 shares 4,102 $353K 0.58% -13,356 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: 10,991 shares; 2025Q1: 13,204 shares; 2025Q2: 15,475 shares; 2025Q3: 1,121 shares; 2025Q4: 5,589 shares; 2026Q1: 3,399 shares; 2026Q2: 4,285 shares; 2026Q3: 1,218 shares 1,218 $346K 0.57% -3,067 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 358 shares; 2025Q1: 2,349 shares; 2025Q2: 22,808 shares; 2025Q3: 845 shares; 2025Q4: 12,261 shares; 2026Q1: 14,980 shares; 2026Q2: 17,733 shares; 2026Q3: 3,443 shares 3,443 $333K 0.54% -14,290 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: 7,640 shares; 2025Q1: 9,113 shares; 2025Q2: 10,342 shares; 2025Q3: 257 shares; 2025Q4: 1,507 shares; 2026Q1: 1,361 shares; 2026Q2: 1,542 shares; 2026Q3: 458 shares 458 $332K 0.54% -1,084 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: 2,014 shares 2,014 $328K 0.54% new 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: 5,108 shares; 2025Q1: 6,371 shares; 2025Q2: 7,597 shares; 2025Q3: 462 shares; 2025Q4: 2,989 shares; 2026Q1: 1,944 shares; 2026Q2: 2,340 shares; 2026Q3: 630 shares 630 $321K 0.52% -1,710 Timeline OUSM 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: 181,594 shares; 2025Q1: 211,787 shares; 2025Q2: 239,493 shares; 2025Q3: 19,475 shares; 2025Q4: 50,013 shares; 2026Q1: 39,781 shares; 2026Q2: 31,658 shares; 2026Q3: 6,946 shares 6,946 $319K 0.52% -24,712 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: 9,765 shares; 2025Q1: 12,985 shares; 2025Q2: 15,259 shares; 2025Q3: 718 shares; 2025Q4: 2,582 shares; 2026Q1: 1,929 shares; 2026Q2: 2,902 shares; 2026Q3: 962 shares 962 $316K 0.52% -1,940 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: 9,719 shares; 2025Q1: 12,296 shares; 2025Q2: 14,244 shares; 2025Q3: 952 shares; 2025Q4: 4,291 shares; 2026Q1: 3,356 shares; 2026Q2: 3,568 shares; 2026Q3: 949 shares 949 $315K 0.52% -2,619 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: 10,178 shares; 2025Q1: 12,821 shares; 2025Q2: 14,439 shares; 2025Q3: 926 shares; 2025Q4: 3,620 shares; 2026Q1: 2,953 shares; 2026Q2: 3,104 shares; 2026Q3: 963 shares 963 $313K 0.51% -2,141 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: 37,829 shares; 2025Q1: 46,920 shares; 2025Q2: 54,127 shares; 2025Q3: 4,429 shares; 2025Q4: 13,748 shares; 2026Q1: 11,677 shares; 2026Q2: 13,778 shares; 2026Q3: 3,867 shares 3,867 $293K 0.48% -9,911 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,750 shares; 2025Q1: 2,663 shares; 2025Q2: 4,373 shares; 2025Q3: 90 shares; 2025Q4: 24,976 shares; 2026Q1: 27,351 shares; 2026Q2: 29,489 shares; 2026Q3: 5,276 shares 5,276 $288K 0.47% -24,213 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: 2,891 shares; 2025Q1: 3,638 shares; 2025Q2: 4,260 shares; 2025Q3: 476 shares; 2025Q4: 1,598 shares; 2026Q1: 1,609 shares; 2026Q2: 1,740 shares; 2026Q3: 514 shares 514 $284K 0.46% -1,226 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: 7,162 shares; 2025Q1: 8,575 shares; 2025Q2: 9,579 shares; 2025Q3: 738 shares; 2025Q4: 3,459 shares; 2026Q1: 3,081 shares; 2026Q2: 3,559 shares; 2026Q3: 2,112 shares 2,112 $279K 0.46% -1,447 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: 1,042 shares; 2025Q1: 3,376 shares; 2025Q2: 4,630 shares; 2025Q3: 299 shares; 2025Q4: 1,806 shares; 2026Q1: 1,450 shares; 2026Q2: 1,655 shares; 2026Q3: 428 shares 428 $275K 0.45% -1,227 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,154 shares; 2025Q1: 3,048 shares; 2025Q2: 14,183 shares; 2025Q3: 430 shares; 2025Q4: 6,056 shares; 2026Q1: 6,565 shares; 2026Q2: 8,421 shares; 2026Q3: 1,727 shares 1,727 $274K 0.45% -6,694 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: 2,623 shares; 2025Q1: 3,039 shares; 2025Q2: 3,416 shares; 2025Q3: 360 shares; 2025Q4: 1,172 shares; 2026Q1: 999 shares; 2026Q2: 1,144 shares; 2026Q3: 253 shares 253 $268K 0.44% -891 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: 8,130 shares; 2025Q1: 10,361 shares; 2025Q2: 12,058 shares; 2025Q3: 920 shares; 2025Q4: 2,569 shares; 2026Q1: 2,120 shares; 2026Q2: 2,316 shares; 2026Q3: 963 shares 963 $264K 0.43% -1,353 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,231 shares; 2025Q1: 33,251 shares; 2025Q2: 40,743 shares; 2025Q3: 2,092 shares; 2025Q4: 10,232 shares; 2026Q1: 7,624 shares; 2026Q2: 3,369 shares; 2026Q3: 1,024 shares 1,024 $261K 0.43% -2,345 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: 19,022 shares; 2025Q1: 20,102 shares; 2025Q2: 21,766 shares; 2025Q3: 1,589 shares; 2025Q4: 3,234 shares; 2026Q1: 3,361 shares; 2026Q2: 5,275 shares; 2026Q3: 2,170 shares 2,170 $261K 0.43% -3,105 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: 8,733 shares; 2025Q1: 10,842 shares; 2025Q2: 12,548 shares; 2025Q3: 1,054 shares; 2025Q4: 3,742 shares; 2026Q1: 3,029 shares; 2026Q2: 3,103 shares; 2026Q3: 941 shares 941 $259K 0.42% -2,162 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: 849 shares; 2025Q1: 872 shares; 2025Q2: 979 shares; 2025Q3: 99 shares; 2025Q4: 13,585 shares; 2026Q1: 11,882 shares; 2026Q2: 11,993 shares; 2026Q3: 3,186 shares 3,186 $259K 0.42% -8,807 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: 16,348 shares; 2025Q1: 20,546 shares; 2025Q2: 24,776 shares; 2025Q3: 1,127 shares; 2025Q4: 9,061 shares; 2026Q1: 6,348 shares; 2026Q2: 5,492 shares; 2026Q3: 1,264 shares 1,264 $258K 0.42% -4,228 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: 14,950 shares; 2025Q1: 14,371 shares; 2025Q2: 15,507 shares; 2025Q3: 1,323 shares; 2025Q4: 9,714 shares; 2026Q1: 9,406 shares; 2026Q2: 9,592 shares; 2026Q3: 2,990 shares 2,990 $257K 0.42% -6,602 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 736 shares; 2025Q1: 965 shares; 2025Q2: 986 shares; 2025Q3: not reported; 2025Q4: 494 shares; 2026Q1: 1,171 shares; 2026Q2: 1,213 shares; 2026Q3: 840 shares 840 $256K 0.42% -373 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: 16,391 shares; 2025Q1: 22,128 shares; 2025Q2: 26,105 shares; 2025Q3: 1,912 shares; 2025Q4: 9,573 shares; 2026Q1: 8,267 shares; 2026Q2: 9,166 shares; 2026Q3: 2,937 shares 2,937 $253K 0.41% -6,229 Timeline DFIC 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: 13,254 shares; 2026Q2: 13,779 shares; 2026Q3: 6,570 shares 6,570 $247K 0.4% -7,209 Timeline CIBR 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: 29,897 shares; 2025Q1: 38,869 shares; 2025Q2: 38,466 shares; 2025Q3: 2,490 shares; 2025Q4: 7,352 shares; 2026Q1: 1,545 shares; 2026Q2: 3,887 shares; 2026Q3: 2,336 shares 2,336 $241K 0.39% -1,551 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: 1,213 shares; 2025Q1: 1,322 shares; 2025Q2: 1,574 shares; 2025Q3: 51 shares; 2025Q4: 3,134 shares; 2026Q1: 3,112 shares; 2026Q2: 3,252 shares; 2026Q3: 828 shares 828 $236K 0.39% -2,424 Timeline DFAC 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: 10,513 shares; 2026Q2: 10,889 shares; 2026Q3: 5,299 shares 5,299 $236K 0.39% -5,590 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: 10,050 shares; 2025Q1: 12,651 shares; 2025Q2: 14,489 shares; 2025Q3: 1,312 shares; 2025Q4: 4,367 shares; 2026Q1: 3,339 shares; 2026Q2: 3,555 shares; 2026Q3: 1,265 shares 1,265 $233K 0.38% -2,290 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: 12,331 shares; 2025Q1: 15,340 shares; 2025Q2: 17,987 shares; 2025Q3: 1,276 shares; 2025Q4: 4,451 shares; 2026Q1: 3,157 shares; 2026Q2: 3,452 shares; 2026Q3: 901 shares 901 $232K 0.38% -2,551 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,280 shares; 2025Q2: 25,877 shares; 2025Q3: 277 shares; 2025Q4: 12,602 shares; 2026Q1: 13,792 shares; 2026Q2: 20,255 shares; 2026Q3: 2,840 shares 2,840 $226K 0.37% -17,415 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 693 shares; 2025Q1: 972 shares; 2025Q2: 1,120 shares; 2025Q3: 50 shares; 2025Q4: 4,167 shares; 2026Q1: 4,014 shares; 2026Q2: 4,191 shares; 2026Q3: 955 shares 955 $223K 0.36% -3,236 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: 10,794 shares; 2025Q1: 12,940 shares; 2025Q2: 16,081 shares; 2025Q3: 813 shares; 2025Q4: 4,209 shares; 2026Q1: 2,462 shares; 2026Q2: 3,656 shares; 2026Q3: 1,530 shares 1,530 $222K 0.36% -2,126 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: 145 shares; 2025Q1: 244 shares; 2025Q2: 424 shares; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 3,566 shares; 2026Q2: 3,888 shares; 2026Q3: 1,079 shares 1,079 $220K 0.36% -2,809 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: 25,778 shares; 2025Q1: 33,312 shares; 2025Q2: 50,021 shares; 2025Q3: 3,419 shares; 2025Q4: 13,143 shares; 2026Q1: 11,133 shares; 2026Q2: 11,858 shares; 2026Q3: 2,168 shares 2,168 $218K 0.36% -9,690 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: 8,200 shares; 2025Q1: 10,539 shares; 2025Q2: 11,952 shares; 2025Q3: 700 shares; 2025Q4: 9,500 shares; 2026Q1: 5,626 shares; 2026Q2: 5,894 shares; 2026Q3: 1,116 shares 1,116 $218K 0.36% -4,778 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: 6,543 shares; 2025Q1: 8,339 shares; 2025Q2: 10,703 shares; 2025Q3: 756 shares; 2025Q4: 5,713 shares; 2026Q1: 5,259 shares; 2026Q2: 5,029 shares; 2026Q3: 1,419 shares 1,419 $218K 0.36% -3,610 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: 17,689 shares; 2025Q1: 21,164 shares; 2025Q2: 25,814 shares; 2025Q3: 1,931 shares; 2025Q4: 6,887 shares; 2026Q1: 5,247 shares; 2026Q2: 5,708 shares; 2026Q3: 1,716 shares 1,716 $217K 0.36% -3,992 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: 5,871 shares; 2025Q1: 5,823 shares; 2025Q2: 6,741 shares; 2025Q3: 208 shares; 2025Q4: 8,900 shares; 2026Q1: 7,134 shares; 2026Q2: 7,732 shares; 2026Q3: 638 shares 638 $217K 0.36% -7,094 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: 740 shares; 2025Q1: 900 shares; 2025Q2: 1,077 shares; 2025Q3: not reported; 2025Q4: 3,886 shares; 2026Q1: 4,447 shares; 2026Q2: 4,684 shares; 2026Q3: 1,043 shares 1,043 $217K 0.35% -3,641 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: 11,822 shares; 2025Q1: 14,196 shares; 2025Q2: 16,261 shares; 2025Q3: 1,128 shares; 2025Q4: 4,217 shares; 2026Q1: 2,848 shares; 2026Q2: 3,173 shares; 2026Q3: 810 shares 810 $209K 0.34% -2,363 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 562 shares; 2025Q1: 1,187 shares; 2025Q2: 31,476 shares; 2025Q3: 3,600 shares; 2025Q4: 14,231 shares; 2026Q1: 17,047 shares; 2026Q2: 20,623 shares; 2026Q3: 4,251 shares 4,251 $207K 0.34% -16,372 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: 1,600 shares; 2025Q1: 1,576 shares; 2025Q2: 2,024 shares; 2025Q3: 18 shares; 2025Q4: 436 shares; 2026Q1: 793 shares; 2026Q2: 793 shares; 2026Q3: 552 shares 552 $207K 0.34% -241 Timeline SDVY 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: 54,869 shares; 2025Q1: 63,956 shares; 2025Q2: 66,426 shares; 2025Q3: 5,168 shares; 2025Q4: 19,975 shares; 2026Q1: 18,024 shares; 2026Q2: 18,529 shares; 2026Q3: 5,077 shares 5,077 $206K 0.34% -13,452 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,569 shares; 2025Q1: 11,199 shares; 2025Q2: 13,397 shares; 2025Q3: 881 shares; 2025Q4: 3,493 shares; 2026Q1: 1,617 shares; 2026Q2: 1,758 shares; 2026Q3: 1,104 shares 1,104 $203K 0.33% -654 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: 25,322 shares; 2025Q1: 30,515 shares; 2025Q2: 36,081 shares; 2025Q3: 2,168 shares; 2025Q4: 8,108 shares; 2026Q1: 6,817 shares; 2026Q2: 7,009 shares; 2026Q3: 1,385 shares 1,385 $201K 0.33% -5,624 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: 19,147 shares; 2025Q1: 24,810 shares; 2025Q2: 28,934 shares; 2025Q3: 1,998 shares; 2025Q4: 3,160 shares; 2026Q1: 2,770 shares; 2026Q2: 3,000 shares; 2026Q3: 1,020 shares 1,020 $199K 0.33% -1,980 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,897 shares; 2025Q1: 5,724 shares; 2025Q2: 7,035 shares; 2025Q3: 660 shares; 2025Q4: 1,973 shares; 2026Q1: 1,727 shares; 2026Q2: 2,089 shares; 2026Q3: 595 shares 595 $198K 0.32% -1,494 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,783 shares; 2025Q1: 37,095 shares; 2025Q2: 37,095 shares; 2025Q3: 759 shares; 2025Q4: 38,008 shares; 2026Q1: 4,127 shares; 2026Q2: 38,358 shares; 2026Q3: 1,428 shares 1,428 $196K 0.32% -36,930 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: 5,996 shares; 2025Q1: 6,073 shares; 2025Q2: 7,166 shares; 2025Q3: 345 shares; 2025Q4: 1,056 shares; 2026Q1: 748 shares; 2026Q2: 752 shares; 2026Q3: 377 shares 377 $193K 0.32% -375 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,205 shares; 2025Q1: 1,595 shares; 2025Q2: 1,812 shares; 2025Q3: 101 shares; 2025Q4: 508 shares; 2026Q1: 430 shares; 2026Q2: 463 shares; 2026Q3: 105 shares 105 $190K 0.31% -358 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 559 shares; 2025Q1: 952 shares; 2025Q2: 39,026 shares; 2025Q3: 5,879 shares; 2025Q4: 15,435 shares; 2026Q1: 19,005 shares; 2026Q2: 19,664 shares; 2026Q3: 6,543 shares 6,543 $186K 0.3% -13,121 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: 1,785 shares; 2025Q1: 3,333 shares; 2025Q2: 6,804 shares; 2025Q3: 717 shares; 2025Q4: 4,513 shares; 2026Q1: 3,272 shares; 2026Q2: 5,151 shares; 2026Q3: 995 shares 995 $186K 0.3% -4,156 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: 949 shares; 2025Q1: 1,151 shares; 2025Q2: 1,339 shares; 2025Q3: not reported; 2025Q4: 51 shares; 2026Q1: 85 shares; 2026Q2: 687 shares; 2026Q3: 205 shares 205 $185K 0.3% -482 Timeline FXL 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: 8,867 shares; 2025Q1: 9,576 shares; 2025Q2: 8,950 shares; 2025Q3: 1,024 shares; 2025Q4: 1,938 shares; 2026Q1: 1,699 shares; 2026Q2: 1,656 shares; 2026Q3: 833 shares 833 $184K 0.3% -823 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: 12,899 shares; 2025Q1: 15,868 shares; 2025Q2: 18,479 shares; 2025Q3: 1,103 shares; 2025Q4: 5,750 shares; 2026Q1: 4,679 shares; 2026Q2: 4,883 shares; 2026Q3: 796 shares 796 $184K 0.3% -4,087 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: 6,017 shares; 2025Q1: 8,227 shares; 2025Q2: 9,739 shares; 2025Q3: 623 shares; 2025Q4: 1,899 shares; 2026Q1: 1,710 shares; 2026Q2: 1,826 shares; 2026Q3: 554 shares 554 $179K 0.29% -1,272 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: 140 shares; 2025Q1: 93 shares; 2025Q2: 95 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,886 shares; 2026Q3: 939 shares 939 $178K 0.29% -1,947 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: 7,875 shares; 2025Q1: 9,981 shares; 2025Q2: 11,563 shares; 2025Q3: 902 shares; 2025Q4: 2,965 shares; 2026Q1: 2,503 shares; 2026Q2: 2,770 shares; 2026Q3: 750 shares 750 $178K 0.29% -2,020 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: 18,979 shares; 2025Q1: 32,489 shares; 2025Q2: 37,816 shares; 2025Q3: 3,208 shares; 2025Q4: 7,841 shares; 2026Q1: 6,346 shares; 2026Q2: 6,147 shares; 2026Q3: 1,780 shares 1,780 $176K 0.29% -4,367 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: 24,253 shares; 2025Q1: 29,498 shares; 2025Q2: 32,982 shares; 2025Q3: 2,220 shares; 2025Q4: 7,731 shares; 2026Q1: 5,926 shares; 2026Q2: 6,475 shares; 2026Q3: 1,563 shares 1,563 $175K 0.29% -4,912 Timeline SPHQ 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: 4,607 shares; 2025Q1: 4,978 shares; 2025Q2: 15,296 shares; 2025Q3: 626 shares; 2025Q4: 6,851 shares; 2026Q1: 6,831 shares; 2026Q2: 9,282 shares; 2026Q3: 2,075 shares 2,075 $174K 0.29% -7,207 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,018 shares; 2025Q1: 5,632 shares; 2025Q2: 5,872 shares; 2025Q3: 7 shares; 2025Q4: 6,584 shares; 2026Q1: 6,509 shares; 2026Q2: 39,605 shares; 2026Q3: 1,925 shares 1,925 $173K 0.28% -37,680 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,564 shares; 2025Q2: 30,115 shares; 2025Q3: 627 shares; 2025Q4: 16,276 shares; 2026Q1: 17,428 shares; 2026Q2: 22,286 shares; 2026Q3: 4,847 shares 4,847 $168K 0.28% -17,439 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: 821 shares; 2025Q1: 1,085 shares; 2025Q2: 1,297 shares; 2025Q3: 96 shares; 2025Q4: 480 shares; 2026Q1: 1,355 shares; 2026Q2: 1,522 shares; 2026Q3: 374 shares 374 $167K 0.27% -1,148 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,157 shares; 2026Q2: 2,592 shares; 2026Q3: 580 shares 580 $165K 0.27% -2,012 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: 7 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 1 shares; 2025Q4: 41 shares; 2026Q1: 1,449 shares; 2026Q2: 1,542 shares; 2026Q3: 360 shares 360 $163K 0.27% -1,182 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,217 shares; 2025Q1: 3,158 shares; 2025Q2: 3,293 shares; 2025Q3: 52 shares; 2025Q4: 2,549 shares; 2026Q1: 2,972 shares; 2026Q2: 12,799 shares; 2026Q3: 2,070 shares 2,070 $162K 0.27% -10,729 Timeline LGDS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,193 shares 3,193 $161K 0.26% new Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES 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: 1,847 shares; 2026Q2: 2,224 shares; 2026Q3: 599 shares 599 $159K 0.26% -1,625 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: 9,336 shares; 2025Q1: 12,396 shares; 2025Q2: 14,874 shares; 2025Q3: 1,454 shares; 2025Q4: 3,566 shares; 2026Q1: 3,146 shares; 2026Q2: 3,422 shares; 2026Q3: 1,013 shares 1,013 $158K 0.26% -2,409 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: 4,734 shares; 2025Q1: 6,219 shares; 2025Q2: 7,254 shares; 2025Q3: 523 shares; 2025Q4: 1,744 shares; 2026Q1: 1,463 shares; 2026Q2: 1,540 shares; 2026Q3: 401 shares 401 $158K 0.26% -1,139 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: 26,808 shares; 2025Q1: 35,052 shares; 2025Q2: 40,707 shares; 2025Q3: 3,813 shares; 2025Q4: 8,434 shares; 2026Q1: 6,942 shares; 2026Q2: 7,769 shares; 2026Q3: 2,470 shares 2,470 $156K 0.25% -5,299 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,588 shares; 2025Q1: 5,660 shares; 2025Q2: 5,756 shares; 2025Q3: 8 shares; 2025Q4: 5,442 shares; 2026Q1: 6,290 shares; 2026Q2: 6,291 shares; 2026Q3: 714 shares 714 $154K 0.25% -5,577 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: 7,048 shares; 2025Q1: 8,661 shares; 2025Q2: 9,440 shares; 2025Q3: 602 shares; 2025Q4: 1,645 shares; 2026Q1: 1,308 shares; 2026Q2: 1,408 shares; 2026Q3: 508 shares 508 $153K 0.25% -900 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,616 shares; 2025Q1: 2,049 shares; 2025Q2: 2,311 shares; 2025Q3: 120 shares; 2025Q4: 1,090 shares; 2026Q1: 2,155 shares; 2026Q2: 2,745 shares; 2026Q3: 2,182 shares 2,182 $152K 0.25% -563 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 293 shares; 2025Q3: 100 shares; 2025Q4: 514 shares; 2026Q1: 1,094 shares; 2026Q2: 1,509 shares; 2026Q3: 1,764 shares 1,764 $150K 0.25% +255 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: 2,658 shares; 2025Q1: 3,817 shares; 2025Q2: 3,641 shares; 2025Q3: 230 shares; 2025Q4: 1,477 shares; 2026Q1: 1,367 shares; 2026Q2: 1,540 shares; 2026Q3: 478 shares 478 $149K 0.24% -1,062 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: 12,795 shares; 2025Q1: 16,228 shares; 2025Q2: 20,278 shares; 2025Q3: 1,615 shares; 2025Q4: 5,929 shares; 2026Q1: 4,685 shares; 2026Q2: 4,176 shares; 2026Q3: 1,138 shares 1,138 $148K 0.24% -3,038 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: 33,276 shares; 2025Q1: 42,465 shares; 2025Q2: 49,127 shares; 2025Q3: 4,180 shares; 2025Q4: 10,808 shares; 2026Q1: 8,230 shares; 2026Q2: 9,146 shares; 2026Q3: 2,916 shares 2,916 $148K 0.24% -6,230 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 10,664 shares; 2026Q2: 10,956 shares; 2026Q3: 2,418 shares 2,418 $147K 0.24% -8,538 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,448 shares; 2025Q3: 253 shares; 2025Q4: 1,547 shares; 2026Q1: 1,524 shares; 2026Q2: 1,750 shares; 2026Q3: 406 shares 406 $147K 0.24% -1,344 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,276 shares; 2025Q1: 12,205 shares; 2025Q2: 13,621 shares; 2025Q3: 5,720 shares; 2025Q4: 11,672 shares; 2026Q1: 9,742 shares; 2026Q2: 6,769 shares; 2026Q3: 5,907 shares 5,907 $144K 0.24% -862 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 725 shares; 2026Q2: 869 shares; 2026Q3: 259 shares 259 $141K 0.23% -610 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: 7,230 shares; 2025Q1: 8,214 shares; 2025Q2: 9,426 shares; 2025Q3: 500 shares; 2025Q4: 3,904 shares; 2026Q1: 2,267 shares; 2026Q2: 2,290 shares; 2026Q3: 751 shares 751 $139K 0.23% -1,539 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,654 shares; 2025Q1: 6,279 shares; 2025Q2: 7,954 shares; 2025Q3: 390 shares; 2025Q4: 2,528 shares; 2026Q1: 2,433 shares; 2026Q2: 2,826 shares; 2026Q3: 1,105 shares 1,105 $138K 0.23% -1,721 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: 70 shares; 2026Q3: 79 shares 79 $137K 0.22% +9 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: 6,426 shares; 2025Q1: 13,493 shares; 2025Q2: 15,178 shares; 2025Q3: 839 shares; 2025Q4: 2,850 shares; 2026Q1: 462 shares; 2026Q2: 1,539 shares; 2026Q3: 343 shares 343 $136K 0.22% -1,196 Timeline FTHI 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: 2,200 shares; 2025Q1: 2,700 shares; 2025Q2: 2,900 shares; 2025Q3: 500 shares; 2025Q4: 12,757 shares; 2026Q1: 12,041 shares; 2026Q2: 12,593 shares; 2026Q3: 5,749 shares 5,749 $136K 0.22% -6,844 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 761 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 658 shares; 2026Q2: 1,406 shares; 2026Q3: 2,574 shares 2,574 $135K 0.22% +1,168 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 3,000 shares; 2026Q2: 3,000 shares; 2026Q3: 3,000 shares 3,000 $130K 0.21% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,705 shares; 2025Q1: 7,085 shares; 2025Q2: 10,564 shares; 2025Q3: 468 shares; 2025Q4: 7,041 shares; 2026Q1: 2,609 shares; 2026Q2: 4,700 shares; 2026Q3: 583 shares 583 $128K 0.21% -4,117 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,340 shares; 2025Q1: 3,436 shares; 2025Q2: 2,814 shares; 2025Q3: 367 shares; 2025Q4: 2,158 shares; 2026Q1: 1,839 shares; 2026Q2: 2,102 shares; 2026Q3: 675 shares 675 $127K 0.21% -1,427 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: 36,242 shares; 2025Q1: 44,786 shares; 2025Q2: 51,563 shares; 2025Q3: 3,596 shares; 2025Q4: 8,697 shares; 2026Q1: 6,805 shares; 2026Q2: 7,846 shares; 2026Q3: 2,154 shares 2,154 $125K 0.2% -5,692 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 489 shares; 2026Q1: 466 shares; 2026Q2: 594 shares; 2026Q3: 165 shares 165 $124K 0.2% -429 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: 9,898 shares; 2025Q1: 12,473 shares; 2025Q2: 14,453 shares; 2025Q3: 1,241 shares; 2025Q4: 3,334 shares; 2026Q1: 2,755 shares; 2026Q2: 2,987 shares; 2026Q3: 839 shares 839 $120K 0.2% -2,148 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,884 shares; 2025Q1: 3,748 shares; 2025Q2: 5,934 shares; 2025Q3: 174 shares; 2025Q4: 1,604 shares; 2026Q1: 1,538 shares; 2026Q2: 1,654 shares; 2026Q3: 230 shares 230 $117K 0.19% -1,424 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: 10,381 shares; 2025Q1: 13,781 shares; 2025Q2: 15,883 shares; 2025Q3: 1,440 shares; 2025Q4: 3,260 shares; 2026Q1: 2,714 shares; 2026Q2: 2,971 shares; 2026Q3: 763 shares 763 $116K 0.19% -2,208 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: 3,173 shares; 2025Q1: 4,478 shares; 2025Q2: 5,515 shares; 2025Q3: 522 shares; 2025Q4: 2,749 shares; 2026Q1: 2,601 shares; 2026Q2: 1,593 shares; 2026Q3: 322 shares 322 $116K 0.19% -1,271 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: 13,954 shares; 2025Q1: 17,693 shares; 2025Q2: 20,406 shares; 2025Q3: 1,691 shares; 2025Q4: 4,887 shares; 2026Q1: 3,963 shares; 2026Q2: 4,202 shares; 2026Q3: 1,139 shares 1,139 $115K 0.19% -3,063 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: 415 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $115K 0.19% 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: 1,353 shares; 2025Q1: 1,469 shares; 2025Q2: 48 shares; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 2,037 shares; 2026Q3: 586 shares 586 $114K 0.19% -1,451 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,306 shares; 2025Q1: 22,326 shares; 2025Q2: 19,812 shares; 2025Q3: 2,577 shares; 2025Q4: 8,268 shares; 2026Q1: 7,492 shares; 2026Q2: 7,492 shares; 2026Q3: 2,577 shares 2,577 $114K 0.19% -4,915 Timeline FNDE 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: 419 shares; 2025Q1: 4,923 shares; 2025Q2: 38,546 shares; 2025Q3: 2,911 shares; 2025Q4: 29,256 shares; 2026Q1: 26,146 shares; 2026Q2: 26,016 shares; 2026Q3: 2,687 shares 2,687 $113K 0.18% -23,329 Timeline FNDF 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: 2,075 shares; 2026Q2: 2,075 shares; 2026Q3: 2,075 shares 2,075 $112K 0.18% 0 Timeline ALGT ALLEGIANT TRAVEL CO More: the full row for ALLEGIANT TRAVEL 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: 358 shares; 2026Q3: 1,454 shares 1,454 $110K 0.18% +1,096 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,748 shares; 2025Q1: 11,970 shares; 2025Q2: 16,555 shares; 2025Q3: 2,520 shares; 2025Q4: 3,855 shares; 2026Q1: 3,379 shares; 2026Q2: 3,416 shares; 2026Q3: 1,881 shares 1,881 $104K 0.17% -1,535 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,416 shares; 2025Q1: 2,418 shares; 2025Q2: 4,395 shares; 2025Q3: not reported; 2025Q4: 4,366 shares; 2026Q1: 8,384 shares; 2026Q2: 8,401 shares; 2026Q3: 4,000 shares 4,000 $104K 0.17% -4,401 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,487 shares; 2025Q1: 7,427 shares; 2025Q2: 9,209 shares; 2025Q3: 331 shares; 2025Q4: 1,856 shares; 2026Q1: 1,826 shares; 2026Q2: 1,769 shares; 2026Q3: 753 shares 753 $104K 0.17% -1,016 Timeline SPMO 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: 19,078 shares; 2025Q1: 19,335 shares; 2025Q2: 5,479 shares; 2025Q3: 1,094 shares; 2025Q4: 2,475 shares; 2026Q1: 281 shares; 2026Q2: 2,392 shares; 2026Q3: 681 shares 681 $103K 0.17% -1,711 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,123 shares; 2025Q1: 1,187 shares; 2025Q2: 1,216 shares; 2025Q3: not reported; 2025Q4: 1,623 shares; 2026Q1: 1,438 shares; 2026Q2: 1,360 shares; 2026Q3: 125 shares 125 $101K 0.17% -1,235 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,642 shares; 2025Q2: 1,864 shares; 2025Q3: not reported; 2025Q4: 3,788 shares; 2026Q1: 4,023 shares; 2026Q2: 4,325 shares; 2026Q3: 1,335 shares 1,335 $101K 0.16% -2,990 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: 22,861 shares; 2025Q1: 29,405 shares; 2025Q2: 33,778 shares; 2025Q3: 2,332 shares; 2025Q4: 9,471 shares; 2026Q1: 2,875 shares; 2026Q2: 3,218 shares; 2026Q3: 646 shares 646 $100K 0.16% -2,572 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,193 shares; 2025Q1: 2,151 shares; 2025Q2: 2,775 shares; 2025Q3: 252 shares; 2025Q4: 1,028 shares; 2026Q1: 775 shares; 2026Q2: 783 shares; 2026Q3: 317 shares 317 $99.1K 0.16% -466 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,761 shares; 2025Q3: 700 shares; 2025Q4: 2,959 shares; 2026Q1: 2,823 shares; 2026Q2: 3,291 shares; 2026Q3: 582 shares 582 $98.7K 0.16% -2,709 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: 533 shares; 2025Q1: 568 shares; 2025Q2: 653 shares; 2025Q3: 7 shares; 2025Q4: 1,547 shares; 2026Q1: 2,556 shares; 2026Q2: 1,925 shares; 2026Q3: 257 shares 257 $97.9K 0.16% -1,668 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: 7,854 shares; 2025Q3: 846 shares; 2025Q4: 1,703 shares; 2026Q1: 1,703 shares; 2026Q2: 1,703 shares; 2026Q3: 721 shares 721 $97.3K 0.16% -982 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: 166 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 23 shares; 2025Q4: 68 shares; 2026Q1: 139 shares; 2026Q2: 374 shares; 2026Q3: 143 shares 143 $96.5K 0.16% -231 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 2,149 shares; 2025Q2: 16,886 shares; 2025Q3: 1,151 shares; 2025Q4: 12,284 shares; 2026Q1: 11,357 shares; 2026Q2: 11,319 shares; 2026Q3: 1,072 shares 1,072 $95.7K 0.16% -10,247 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: not reported; 2025Q4: 1,542 shares; 2026Q1: 1,894 shares; 2026Q2: 2,316 shares; 2026Q3: 1,098 shares 1,098 $95.6K 0.16% -1,218 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: 545 shares; 2025Q1: 1,851 shares; 2025Q2: 16,094 shares; 2025Q3: 887 shares; 2025Q4: 10,737 shares; 2026Q1: 9,096 shares; 2026Q2: 9,090 shares; 2026Q3: 798 shares 798 $95.6K 0.16% -8,292 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $94.7K 0.15% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,033 shares; 2025Q1: 1,533 shares; 2025Q2: 2,435 shares; 2025Q3: 238 shares; 2025Q4: 1,161 shares; 2026Q1: 1,546 shares; 2026Q2: 864 shares; 2026Q3: 174 shares 174 $93.6K 0.15% -690 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 218 shares; 2026Q1: 300 shares; 2026Q2: 419 shares; 2026Q3: 104 shares 104 $93.3K 0.15% -315 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 297 shares; 2025Q1: 4,412 shares; 2025Q2: 30,787 shares; 2025Q3: 1,902 shares; 2025Q4: 25,076 shares; 2026Q1: 22,121 shares; 2026Q2: 22,488 shares; 2026Q3: 2,076 shares 2,076 $92.7K 0.15% -20,412 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,732 shares; 2025Q1: 8,672 shares; 2025Q2: 12,236 shares; 2025Q3: 184 shares; 2025Q4: 1,871 shares; 2026Q1: 751 shares; 2026Q2: 791 shares; 2026Q3: 337 shares 337 $91.7K 0.15% -454 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: 431 shares; 2025Q1: 439 shares; 2025Q2: 444 shares; 2025Q3: 328 shares; 2025Q4: 391 shares; 2026Q1: 391 shares; 2026Q2: 395 shares; 2026Q3: 328 shares 328 $90.8K 0.15% -67 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: 23,676 shares; 2025Q1: 29,019 shares; 2025Q2: 34,035 shares; 2025Q3: 2,125 shares; 2025Q4: 5,426 shares; 2026Q1: 4,551 shares; 2026Q2: 5,128 shares; 2026Q3: 1,041 shares 1,041 $88.8K 0.15% -4,087 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,635 shares; 2025Q1: 3,074 shares; 2025Q2: 4,644 shares; 2025Q3: 411 shares; 2025Q4: 1,898 shares; 2026Q1: 1,641 shares; 2026Q2: 1,728 shares; 2026Q3: 641 shares 641 $88.7K 0.15% -1,087 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 168 shares; 2025Q1: 3,029 shares; 2025Q2: 24,908 shares; 2025Q3: 1,634 shares; 2025Q4: 19,349 shares; 2026Q1: 17,566 shares; 2026Q2: 17,661 shares; 2026Q3: 1,536 shares 1,536 $88.2K 0.14% -16,125 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,921 shares; 2025Q1: 2,901 shares; 2025Q2: 6,845 shares; 2025Q3: 561 shares; 2025Q4: 1,268 shares; 2026Q1: 1,550 shares; 2026Q2: 1,975 shares; 2026Q3: 2,183 shares 2,183 $86.9K 0.14% +208 Timeline FFOG FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 253 shares; 2025Q1: 4,625 shares; 2025Q2: 34,456 shares; 2025Q3: 1,889 shares; 2025Q4: 22,435 shares; 2026Q1: 20,222 shares; 2026Q2: 19,997 shares; 2026Q3: 1,672 shares 1,672 $86.8K 0.14% -18,325 Timeline TXO TXO PARTNERS LP More: the full row for TXO PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,916 shares; 2025Q1: not reported; 2025Q2: 62,874 shares; 2025Q3: 3,195 shares; 2025Q4: 10,974 shares; 2026Q1: 5,954 shares; 2026Q2: 5,954 shares; 2026Q3: 6,294 shares 6,294 $86K 0.14% +340 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: 14,437 shares; 2025Q1: 22,662 shares; 2025Q2: 25,780 shares; 2025Q3: 2,112 shares; 2025Q4: 4,167 shares; 2026Q1: 3,774 shares; 2026Q2: 4,232 shares; 2026Q3: 898 shares 898 $84.6K 0.14% -3,334 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125 shares; 2025Q1: 319 shares; 2025Q2: 349 shares; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: 225 shares; 2026Q2: 225 shares; 2026Q3: 785 shares 785 $83.6K 0.14% +560 Timeline AIQ 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: 9,563 shares; 2025Q1: 8,756 shares; 2025Q2: 2,479 shares; 2025Q3: 1,265 shares; 2025Q4: 2,079 shares; 2026Q1: 1,465 shares; 2026Q2: 1,465 shares; 2026Q3: 1,265 shares 1,265 $82.4K 0.13% -200 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,382 shares; 2025Q1: 4,709 shares; 2025Q2: 9,916 shares; 2025Q3: not reported; 2025Q4: 2,431 shares; 2026Q1: 2,431 shares; 2026Q2: 2,431 shares; 2026Q3: 2,200 shares 2,200 $80.8K 0.13% -231 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: 1,011 shares; 2025Q1: 1,308 shares; 2025Q2: 1,488 shares; 2025Q3: 13 shares; 2025Q4: 466 shares; 2026Q1: 1,196 shares; 2026Q2: 1,590 shares; 2026Q3: 363 shares 363 $80.4K 0.13% -1,227 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,433 shares; 2025Q1: 2,813 shares; 2025Q2: 3,132 shares; 2025Q3: 486 shares; 2025Q4: 1,344 shares; 2026Q1: 1,246 shares; 2026Q2: 1,303 shares; 2026Q3: 733 shares 733 $77.7K 0.13% -570 Timeline HIMU 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: 1,696 shares; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares; 2025Q4: 1,696 shares; 2026Q1: 1,696 shares; 2026Q2: 1,696 shares; 2026Q3: 1,696 shares 1,696 $77.5K 0.13% 0 Timeline SPCH THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,675 shares 7,675 $77.1K 0.13% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,705 shares; 2025Q1: 9,108 shares; 2025Q2: 12,831 shares; 2025Q3: 904 shares; 2025Q4: 2,312 shares; 2026Q1: 1,548 shares; 2026Q2: 1,578 shares; 2026Q3: 712 shares 712 $76.4K 0.13% -866 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 658 shares; 2026Q3: 289 shares 289 $76.4K 0.12% -369 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,344 shares; 2025Q1: 1,809 shares; 2025Q2: 1,809 shares; 2025Q3: 491 shares; 2025Q4: 2,788 shares; 2026Q1: 2,678 shares; 2026Q2: 2,783 shares; 2026Q3: 801 shares 801 $75.9K 0.12% -1,982 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: 535 shares; 2025Q1: 639 shares; 2025Q2: 557 shares; 2025Q3: 28 shares; 2025Q4: 692 shares; 2026Q1: 655 shares; 2026Q2: 640 shares; 2026Q3: 264 shares 264 $75.5K 0.12% -376 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,313 shares; 2025Q3: 1,674 shares; 2025Q4: 11,619 shares; 2026Q1: 9,202 shares; 2026Q2: 9,853 shares; 2026Q3: 1,855 shares 1,855 $75.4K 0.12% -7,998 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,961 shares; 2025Q1: 2,179 shares; 2025Q2: 7,370 shares; 2025Q3: 619 shares; 2025Q4: 2,878 shares; 2026Q1: 2,300 shares; 2026Q2: 2,066 shares; 2026Q3: 410 shares 410 $75.1K 0.12% -1,656 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 1,120 shares; 2026Q3: 1,209 shares 1,209 $73K 0.12% +89 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,934 shares; 2025Q1: 3,423 shares; 2025Q2: 6,478 shares; 2025Q3: 258 shares; 2025Q4: 834 shares; 2026Q1: 464 shares; 2026Q2: 784 shares; 2026Q3: 259 shares 259 $72.9K 0.12% -525 Timeline FXO 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: 14,303 shares; 2025Q1: 16,251 shares; 2025Q2: 18,146 shares; 2025Q3: 1,072 shares; 2025Q4: 4,097 shares; 2026Q1: 1,311 shares; 2026Q2: 7,500 shares; 2026Q3: 1,192 shares 1,192 $72.3K 0.12% -6,308 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85 shares; 2025Q1: 101 shares; 2025Q2: 615 shares; 2025Q3: not reported; 2025Q4: 1,215 shares; 2026Q1: 1,215 shares; 2026Q2: 1,215 shares; 2026Q3: 840 shares 840 $71.7K 0.12% -375 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: 4,033 shares; 2025Q1: 4,617 shares; 2025Q2: 5,054 shares; 2025Q3: 173 shares; 2025Q4: 4,456 shares; 2026Q1: 4,169 shares; 2026Q2: 3,955 shares; 2026Q3: 682 shares 682 $71.5K 0.12% -3,273 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,535 shares; 2025Q1: 2,341 shares; 2025Q2: 2,469 shares; 2025Q3: 81 shares; 2025Q4: 560 shares; 2026Q1: 553 shares; 2026Q2: 557 shares; 2026Q3: 71 shares 71 $71.1K 0.12% -486 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,878 shares; 2025Q1: 8,177 shares; 2025Q2: 8,307 shares; 2025Q3: 40 shares; 2025Q4: 886 shares; 2026Q1: 5,567 shares; 2026Q2: 5,530 shares; 2026Q3: 984 shares 984 $69.5K 0.11% -4,546 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: 4,641 shares; 2025Q1: 6,125 shares; 2025Q2: 7,227 shares; 2025Q3: 578 shares; 2025Q4: 1,173 shares; 2026Q1: 1,105 shares; 2026Q2: 1,386 shares; 2026Q3: 387 shares 387 $69.3K 0.11% -999 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 726 shares; 2026Q2: 726 shares; 2026Q3: 726 shares 726 $68.5K 0.11% 0 Timeline MSFU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,697 shares 1,697 $66.7K 0.11% new Timeline MRVU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 454 shares 454 $66.6K 0.11% new Timeline SIEGY SIEMENS AG-SPONS ADR More: the full row for SIEMENS AG-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 246 shares; 2025Q4: 1,163 shares; 2026Q1: 1,114 shares; 2026Q2: 1,179 shares; 2026Q3: 428 shares 428 $66.5K 0.11% -751 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,207 shares; 2025Q1: 34,232 shares; 2025Q2: 40,350 shares; 2025Q3: 584 shares; 2025Q4: 3,142 shares; 2026Q1: 2,336 shares; 2026Q2: 5,367 shares; 2026Q3: 975 shares 975 $66.3K 0.11% -4,392 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,694 shares; 2025Q1: 5,642 shares; 2025Q2: 6,865 shares; 2025Q3: 384 shares; 2025Q4: 2,450 shares; 2026Q1: 915 shares; 2026Q2: 941 shares; 2026Q3: 385 shares 385 $65.7K 0.11% -556 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 158 shares; 2025Q1: 157 shares; 2025Q2: 157 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares; 2026Q2: 157 shares; 2026Q3: 157 shares 157 $65.3K 0.11% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 91 shares; 2025Q4: 430 shares; 2026Q1: 406 shares; 2026Q2: 425 shares; 2026Q3: 149 shares 149 $64.9K 0.11% -276 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,285 shares; 2025Q1: 483 shares; 2025Q2: 491 shares; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 1,345 shares; 2026Q2: 1,345 shares; 2026Q3: 510 shares 510 $64.5K 0.11% -835 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,562 shares; 2025Q1: 4,699 shares; 2025Q2: 10,661 shares; 2025Q3: 1,160 shares; 2025Q4: 2,491 shares; 2026Q1: 1,970 shares; 2026Q2: 2,024 shares; 2026Q3: 817 shares 817 $62.9K 0.1% -1,207 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,385 shares; 2026Q2: 1,385 shares; 2026Q3: 1,385 shares 1,385 $62.4K 0.1% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 3,290 shares; 2026Q3: 896 shares 896 $62.4K 0.1% -2,394 Timeline FDL 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: 4,095 shares; 2025Q1: 5,010 shares; 2025Q2: 6,399 shares; 2025Q3: 1,229 shares; 2025Q4: 1,781 shares; 2026Q1: 1,961 shares; 2026Q2: 1,961 shares; 2026Q3: 1,229 shares 1,229 $60.4K 0.1% -732 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,669 shares; 2025Q1: 4,654 shares; 2025Q2: 5,555 shares; 2025Q3: not reported; 2025Q4: 7,430 shares; 2026Q1: 5,820 shares; 2026Q2: 6,511 shares; 2026Q3: 845 shares 845 $59.1K 0.1% -5,666 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: 4,140 shares; 2025Q1: 9,386 shares; 2025Q2: 8,584 shares; 2025Q3: 56 shares; 2025Q4: 3,123 shares; 2026Q1: 1,300 shares; 2026Q2: 1,339 shares; 2026Q3: 1,056 shares 1,056 $57.5K 0.09% -283 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: 482 shares; 2026Q1: 488 shares; 2026Q2: 524 shares; 2026Q3: 174 shares 174 $57.4K 0.09% -350 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,355 shares; 2025Q3: 393 shares; 2025Q4: 2,654 shares; 2026Q1: 2,189 shares; 2026Q2: 2,180 shares; 2026Q3: 424 shares 424 $56.7K 0.09% -1,756 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: 379 shares; 2025Q1: 379 shares; 2025Q2: 379 shares; 2025Q3: 244 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 570 shares; 2026Q3: 244 shares 244 $56.4K 0.09% -326 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,505 shares; 2025Q1: 1,505 shares; 2025Q2: 1,505 shares; 2025Q3: 2,765 shares; 2025Q4: 7,276 shares; 2026Q1: 5,791 shares; 2026Q2: 6,272 shares; 2026Q3: 2,340 shares 2,340 $55.1K 0.09% -3,932 Timeline GDX 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: 4,215 shares; 2025Q1: 4,255 shares; 2025Q2: 4,854 shares; 2025Q3: not reported; 2025Q4: 2,300 shares; 2026Q1: 2,041 shares; 2026Q2: 2,293 shares; 2026Q3: 627 shares 627 $55K 0.09% -1,666 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 2,228 shares; 2025Q2: 3,902 shares; 2025Q3: not reported; 2025Q4: 1,670 shares; 2026Q1: 642 shares; 2026Q2: 1,670 shares; 2026Q3: 369 shares 369 $54.5K 0.09% -1,301 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,910 shares; 2025Q3: 225 shares; 2025Q4: 1,337 shares; 2026Q1: 1,096 shares; 2026Q2: 1,096 shares; 2026Q3: 228 shares 228 $54.3K 0.09% -868 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 203 shares; 2025Q4: 1,444 shares; 2026Q1: 1,035 shares; 2026Q2: 1,141 shares; 2026Q3: 229 shares 229 $54K 0.09% -912 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,509 shares; 2025Q1: 34,103 shares; 2025Q2: 30,129 shares; 2025Q3: 3,538 shares; 2025Q4: 7,268 shares; 2026Q1: 1,360 shares; 2026Q2: 1,360 shares; 2026Q3: 1,360 shares 1,360 $53.7K 0.09% 0 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: 9 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 8 shares; 2025Q4: 11 shares; 2026Q1: 18 shares; 2026Q2: 625 shares; 2026Q3: 329 shares 329 $53.6K 0.09% -296 Timeline KBE 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: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 800 shares; 2025Q4: 2,360 shares; 2026Q1: 1,381 shares; 2026Q2: 1,381 shares; 2026Q3: 842 shares 842 $53.2K 0.09% -539 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: 5,816 shares; 2025Q1: 7,062 shares; 2025Q2: 9,104 shares; 2025Q3: 40 shares; 2025Q4: 1,787 shares; 2026Q1: 1,580 shares; 2026Q2: 2,607 shares; 2026Q3: 840 shares 840 $52.4K 0.09% -1,767 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 1,101 shares; 2026Q1: 897 shares; 2026Q2: 1,110 shares; 2026Q3: 257 shares 257 $52.1K 0.09% -853 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: 52 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 93 shares; 2026Q3: 133 shares 133 $51.7K 0.08% +40 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR 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: 3,076 shares; 2026Q3: 436 shares 436 $50.5K 0.08% -2,640 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,138 shares; 2026Q3: 713 shares 713 $50.2K 0.08% -3,425 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: not reported; 2025Q4: 337 shares; 2026Q1: 337 shares; 2026Q2: 337 shares; 2026Q3: 239 shares 239 $50.2K 0.08% -98 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: 5,507 shares; 2025Q1: 6,655 shares; 2025Q2: 6,700 shares; 2025Q3: 428 shares; 2025Q4: 3,506 shares; 2026Q1: 1,795 shares; 2026Q2: 2,118 shares; 2026Q3: 296 shares 296 $49.8K 0.08% -1,822 Timeline WSBCO WESBANCO INC SHS REP 1/40 SH F More: the full row for WESBANCO INC SHS REP 1/40 SH F 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: 3,200 shares; 2026Q1: not reported; 2026Q2: 3,200 shares; 2026Q3: 2,000 shares 2,000 $49.7K 0.08% -1,200 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: not reported; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares; 2026Q3: 100 shares 100 $49.2K 0.08% -10 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,190 shares; 2025Q1: 5,057 shares; 2025Q2: 6,379 shares; 2025Q3: 356 shares; 2025Q4: 1,371 shares; 2026Q1: 1,218 shares; 2026Q2: 1,574 shares; 2026Q3: 221 shares 221 $49.1K 0.08% -1,353 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES 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: 7,500 shares 7,500 $48.8K 0.08% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78 shares; 2025Q1: 82 shares; 2025Q2: 92 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 25 shares; 2026Q2: 45 shares; 2026Q3: 133 shares 133 $48.4K 0.08% +88 Timeline ROSC LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 103 shares; 2025Q1: 1,953 shares; 2025Q2: 14,910 shares; 2025Q3: 833 shares; 2025Q4: 11,864 shares; 2026Q1: 10,415 shares; 2026Q2: 10,574 shares; 2026Q3: 883 shares 883 $47.3K 0.08% -9,691 Timeline VSS 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: 122 shares; 2025Q1: 689 shares; 2025Q2: 4,322 shares; 2025Q3: 276 shares; 2025Q4: 3,373 shares; 2026Q1: 2,979 shares; 2026Q2: 3,039 shares; 2026Q3: 303 shares 303 $47K 0.08% -2,736 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 144 shares; 2026Q1: 125 shares; 2026Q2: 625 shares; 2026Q3: 500 shares 500 $46.3K 0.08% -125 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,447 shares; 2026Q2: 2,011 shares; 2026Q3: 210 shares 210 $46.1K 0.08% -1,801 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,341 shares; 2025Q1: 5,362 shares; 2025Q2: 5,930 shares; 2025Q3: 687 shares; 2025Q4: 1,277 shares; 2026Q1: 906 shares; 2026Q2: 922 shares; 2026Q3: 591 shares 591 $45.4K 0.07% -331 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,719 shares; 2026Q1: 18,882 shares; 2026Q2: 28,761 shares; 2026Q3: 1,777 shares 1,777 $45.1K 0.07% -26,984 Timeline LINT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 280 shares 280 $44.9K 0.07% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: not reported; 2026Q3: 867 shares 867 $44.4K 0.07% new Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY 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: 630 shares; 2026Q3: 839 shares 839 $43.9K 0.07% +209 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: 237 shares; 2025Q1: 295 shares; 2025Q2: 442 shares; 2025Q3: not reported; 2025Q4: 782 shares; 2026Q1: 642 shares; 2026Q2: 642 shares; 2026Q3: 187 shares 187 $43.7K 0.07% -455 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 1,789 shares; 2026Q1: 1,944 shares; 2026Q2: 2,444 shares; 2026Q3: 531 shares 531 $43.6K 0.07% -1,913 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,513 shares; 2026Q1: 10,507 shares; 2026Q2: 11,630 shares; 2026Q3: 754 shares 754 $43.4K 0.07% -10,876 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 733 shares; 2025Q3: 307 shares; 2025Q4: 2,708 shares; 2026Q1: 2,709 shares; 2026Q2: 2,783 shares; 2026Q3: 451 shares 451 $42.6K 0.07% -2,332 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: 3,917 shares; 2025Q1: 5,977 shares; 2025Q2: 7,741 shares; 2025Q3: 355 shares; 2025Q4: 2,931 shares; 2026Q1: 2,651 shares; 2026Q2: 3,232 shares; 2026Q3: 524 shares 524 $41.5K 0.07% -2,708 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,992 shares; 2025Q1: 6,833 shares; 2025Q2: 7,049 shares; 2025Q3: 157 shares; 2025Q4: 2,663 shares; 2026Q1: 2,274 shares; 2026Q2: 1,957 shares; 2026Q3: 424 shares 424 $41.4K 0.07% -1,533 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,689 shares; 2026Q1: 2,083 shares; 2026Q2: 1,967 shares; 2026Q3: 805 shares 805 $41.3K 0.07% -1,162 Timeline LKNCY LUCKIN COFFEE INC ADR (CYM) More: the full row for LUCKIN COFFEE INC ADR (CYM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,821 shares; 2025Q1: 5,821 shares; 2025Q2: 8,244 shares; 2025Q3: not reported; 2025Q4: 693 shares; 2026Q1: not reported; 2026Q2: 700 shares; 2026Q3: 1,189 shares 1,189 $40.4K 0.07% +489 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115 shares; 2025Q1: 472 shares; 2025Q2: 2,057 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares; 2026Q3: 200 shares 200 $39K 0.06% +196 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,823 shares; 2025Q1: 16,476 shares; 2025Q2: 18,886 shares; 2025Q3: 1,887 shares; 2025Q4: 7,682 shares; 2026Q1: 6,497 shares; 2026Q2: 6,391 shares; 2026Q3: 954 shares 954 $38.9K 0.06% -5,437 Timeline NBIL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,454 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,452 shares 1,452 $38.3K 0.06% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,946 shares; 2025Q1: 9,650 shares; 2025Q2: 11,144 shares; 2025Q3: 829 shares; 2025Q4: 2,837 shares; 2026Q1: 2,530 shares; 2026Q2: 2,414 shares; 2026Q3: 230 shares 230 $37.6K 0.06% -2,184 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 42 shares; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 254 shares; 2026Q3: 162 shares 162 $37.5K 0.06% -92 Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,615 shares; 2025Q1: 13,695 shares; 2025Q2: 9,095 shares; 2025Q3: 2,000 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares; 2026Q3: 1,200 shares 1,200 $37.2K 0.06% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,154 shares; 2025Q1: 2,020 shares; 2025Q2: 3,495 shares; 2025Q3: 293 shares; 2025Q4: 959 shares; 2026Q1: 661 shares; 2026Q2: 676 shares; 2026Q3: 248 shares 248 $36.9K 0.06% -428 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: 1,914 shares; 2025Q1: 3,090 shares; 2025Q2: 4,804 shares; 2025Q3: 469 shares; 2025Q4: 1,290 shares; 2026Q1: 944 shares; 2026Q2: 963 shares; 2026Q3: 370 shares 370 $36.7K 0.06% -593 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 515 shares; 2025Q1: 633 shares; 2025Q2: 983 shares; 2025Q3: not reported; 2025Q4: 806 shares; 2026Q1: 1,206 shares; 2026Q2: 2,271 shares; 2026Q3: 753 shares 753 $36.7K 0.06% -1,518 Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS 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: 556 shares; 2026Q3: 556 shares 556 $36.5K 0.06% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,866 shares; 2025Q1: 3,655 shares; 2025Q2: 4,227 shares; 2025Q3: 246 shares; 2025Q4: 654 shares; 2026Q1: 427 shares; 2026Q2: 434 shares; 2026Q3: 198 shares 198 $36.4K 0.06% -236 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 129 shares; 2025Q1: 179 shares; 2025Q2: 229 shares; 2025Q3: not reported; 2025Q4: 1,293 shares; 2026Q1: 1,205 shares; 2026Q2: 1,205 shares; 2026Q3: 175 shares 175 $36.3K 0.06% -1,030 Timeline GHM GRAHAM CORP More: the full row for GRAHAM 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: 418 shares; 2026Q3: 418 shares 418 $36.1K 0.06% 0 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: 4,072 shares; 2025Q1: 5,351 shares; 2025Q2: 6,503 shares; 2025Q3: 362 shares; 2025Q4: 1,193 shares; 2026Q1: 1,021 shares; 2026Q2: 906 shares; 2026Q3: 347 shares 347 $35.5K 0.06% -559 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: 1,750 shares; 2025Q1: 1,751 shares; 2025Q2: 1,868 shares; 2025Q3: 1,133 shares; 2025Q4: 1,330 shares; 2026Q1: 1,316 shares; 2026Q2: 1,380 shares; 2026Q3: 1,133 shares 1,133 $35.1K 0.06% -247 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,443 shares; 2025Q1: 13,998 shares; 2025Q2: 19,060 shares; 2025Q3: 1,421 shares; 2025Q4: 3,922 shares; 2026Q1: 3,451 shares; 2026Q2: 3,178 shares; 2026Q3: 1,103 shares 1,103 $35.1K 0.06% -2,075 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,949 shares; 2025Q1: 16,394 shares; 2025Q2: 18,144 shares; 2025Q3: 530 shares; 2025Q4: 6,381 shares; 2026Q1: 6,386 shares; 2026Q2: 6,833 shares; 2026Q3: 656 shares 656 $35K 0.06% -6,177 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,666 shares; 2025Q1: 1,969 shares; 2025Q2: 2,091 shares; 2025Q3: 34 shares; 2025Q4: 356 shares; 2026Q1: 3,315 shares; 2026Q2: 3,341 shares; 2026Q3: 583 shares 583 $34.6K 0.06% -2,758 Timeline RWL 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: not reported; 2025Q3: not reported; 2025Q4: 1,394 shares; 2026Q1: 1,077 shares; 2026Q2: 1,219 shares; 2026Q3: 267 shares 267 $34.4K 0.06% -952 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: 152 shares; 2025Q1: 133 shares; 2025Q2: 616 shares; 2025Q3: not reported; 2025Q4: 598 shares; 2026Q1: 399 shares; 2026Q2: 399 shares; 2026Q3: 150 shares 150 $34.2K 0.06% -249 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,915 shares; 2025Q1: 3,745 shares; 2025Q2: 9,910 shares; 2025Q3: 2,894 shares; 2025Q4: 8,121 shares; 2026Q1: 6,748 shares; 2026Q2: 8,050 shares; 2026Q3: 687 shares 687 $34K 0.06% -7,363 Timeline FTQI 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: 2,400 shares; 2025Q1: 2,900 shares; 2025Q2: 3,400 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $33.2K 0.05% 0 Timeline GMMF 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: 7,102 shares; 2025Q4: 4,977 shares; 2026Q1: 6,948 shares; 2026Q2: 3,659 shares; 2026Q3: 331 shares 331 $33.2K 0.05% -3,328 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 582 shares; 2025Q1: 904 shares; 2025Q2: 1,475 shares; 2025Q3: 287 shares; 2025Q4: 577 shares; 2026Q1: 302 shares; 2026Q2: 302 shares; 2026Q3: 287 shares 287 $32.4K 0.05% -15 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: 26,797 shares; 2025Q1: 31,051 shares; 2025Q2: 37,291 shares; 2025Q3: 1,982 shares; 2025Q4: 10,651 shares; 2026Q1: 6,184 shares; 2026Q2: 6,540 shares; 2026Q3: 1,071 shares 1,071 $32.3K 0.05% -5,469 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,506 shares; 2025Q1: 8,751 shares; 2025Q2: 10,761 shares; 2025Q3: 356 shares; 2025Q4: 5,876 shares; 2026Q1: 5,927 shares; 2026Q2: 6,321 shares; 2026Q3: 686 shares 686 $32K 0.05% -5,635 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 263 shares; 2025Q2: 2,359 shares; 2025Q3: 622 shares; 2025Q4: 2,145 shares; 2026Q1: 2,594 shares; 2026Q2: 3,391 shares; 2026Q3: 355 shares 355 $32K 0.05% -3,036 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: not reported; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 142 shares; 2026Q3: 64 shares 64 $31.9K 0.05% -78 Timeline VONV 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: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 1,066 shares; 2026Q1: 4,079 shares; 2026Q2: 4,079 shares; 2026Q3: 293 shares 293 $31.8K 0.05% -3,786 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,242 shares; 2025Q1: 1,345 shares; 2025Q2: 1,465 shares; 2025Q3: 194 shares; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 1,637 shares; 2026Q3: 572 shares 572 $31.6K 0.05% -1,065 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $31.6K 0.05% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,293 shares; 2025Q1: 1,479 shares; 2025Q2: 2,026 shares; 2025Q3: 250 shares; 2025Q4: 1,652 shares; 2026Q1: 829 shares; 2026Q2: 1,061 shares; 2026Q3: 380 shares 380 $31.5K 0.05% -681 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 387 shares; 2026Q3: 357 shares 357 $31.3K 0.05% -30 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: 632 shares; 2025Q3: 150 shares; 2025Q4: 195 shares; 2026Q1: 195 shares; 2026Q2: 195 shares; 2026Q3: 150 shares 150 $31.1K 0.05% -45 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 487 shares; 2025Q1: 316 shares; 2025Q2: 350 shares; 2025Q3: 140 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares; 2026Q3: 140 shares 140 $31.1K 0.05% -26 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: 4,476 shares; 2025Q1: 5,953 shares; 2025Q2: 6,505 shares; 2025Q3: 237 shares; 2025Q4: 356 shares; 2026Q1: 357 shares; 2026Q2: 357 shares; 2026Q3: 239 shares 239 $31.1K 0.05% -118 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: 45 shares; 2025Q1: 195 shares; 2025Q2: 9,580 shares; 2025Q3: 1,052 shares; 2025Q4: 1,722 shares; 2026Q1: 1,367 shares; 2026Q2: 381 shares; 2026Q3: 300 shares 300 $31K 0.05% -81 Timeline SPIB 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: 8,935 shares; 2025Q1: 11,887 shares; 2025Q2: 15,006 shares; 2025Q3: 508 shares; 2025Q4: 7,464 shares; 2026Q1: 8,096 shares; 2026Q2: 8,469 shares; 2026Q3: 955 shares 955 $30.8K 0.05% -7,514 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 153 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 148 shares; 2026Q2: 148 shares; 2026Q3: 148 shares 148 $30.4K 0.05% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 447 shares; 2025Q4: 887 shares; 2026Q1: 1,199 shares; 2026Q2: 1,784 shares; 2026Q3: 408 shares 408 $29.6K 0.05% -1,376 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 69 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: not reported; 2025Q4: 65 shares; 2026Q1: 43 shares; 2026Q2: 479 shares; 2026Q3: 414 shares 414 $29.1K 0.05% -65 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,408 shares; 2025Q1: 1,414 shares; 2025Q2: 1,746 shares; 2025Q3: 150 shares; 2025Q4: 925 shares; 2026Q1: 913 shares; 2026Q2: 889 shares; 2026Q3: 245 shares 245 $29.1K 0.05% -644 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $29K 0.05% 0 Timeline OGIG 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: 20,810 shares; 2025Q1: 25,631 shares; 2025Q2: 28,721 shares; 2025Q3: 1,395 shares; 2025Q4: 5,983 shares; 2026Q1: 4,569 shares; 2026Q2: 4,493 shares; 2026Q3: 577 shares 577 $28.8K 0.05% -3,916 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,440 shares; 2026Q2: 7,636 shares; 2026Q3: 713 shares 713 $28.3K 0.05% -6,923 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,089 shares; 2025Q1: 1,228 shares; 2025Q2: 2,007 shares; 2025Q3: 69 shares; 2025Q4: 502 shares; 2026Q1: 302 shares; 2026Q2: 502 shares; 2026Q3: 70 shares 70 $28.1K 0.05% -432 Timeline ADVISORS ASSET MGMT ADVISORS ASSET MGMT More: the full row for ADVISORS ASSET MGMT 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: 2,612 shares; 2026Q3: 2,612 shares 2,612 $27.6K 0.05% 0 HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,879 shares; 2025Q1: 3,374 shares; 2025Q2: 4,179 shares; 2025Q3: 170 shares; 2025Q4: 2,725 shares; 2026Q1: 2,990 shares; 2026Q2: 3,118 shares; 2026Q3: 354 shares 354 $27.3K 0.04% -2,764 Timeline QQQU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,701 shares; 2025Q1: 2,895 shares; 2025Q2: 3,829 shares; 2025Q3: 441 shares; 2025Q4: 1,062 shares; 2026Q1: 1,122 shares; 2026Q2: 1,122 shares; 2026Q3: 441 shares 441 $27.3K 0.04% -681 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: 653 shares; 2025Q1: 838 shares; 2025Q2: 1,142 shares; 2025Q3: 133 shares; 2025Q4: 613 shares; 2026Q1: 630 shares; 2026Q2: 689 shares; 2026Q3: 78 shares 78 $27.2K 0.04% -611 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 862 shares; 2025Q1: 7,990 shares; 2025Q2: 10,107 shares; 2025Q3: 587 shares; 2025Q4: 3,437 shares; 2026Q1: 3,261 shares; 2026Q2: 447 shares; 2026Q3: 181 shares 181 $26.8K 0.04% -266 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: 2,697 shares; 2025Q1: 3,406 shares; 2025Q2: 3,616 shares; 2025Q3: not reported; 2025Q4: 6,703 shares; 2026Q1: 6,614 shares; 2026Q2: 6,965 shares; 2026Q3: 377 shares 377 $26.4K 0.04% -6,588 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares; 2026Q3: 650 shares 650 $26.4K 0.04% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 302 shares; 2025Q1: 34 shares; 2025Q2: 1,339 shares; 2025Q3: 21 shares; 2025Q4: not reported; 2026Q1: 378 shares; 2026Q2: 248 shares; 2026Q3: 53 shares 53 $26.1K 0.04% -195 Timeline NAMS NEWAMSTERDAM PHARMA COMPANY More: the full row for NEWAMSTERDAM PHARMA COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares; 2026Q2: 1,067 shares; 2026Q3: 1,067 shares 1,067 $25.9K 0.04% 0 Timeline WTFCN WINTRUST FINL CORP DEP SHS REP More: the full row for WINTRUST FINL CORP DEP SHS REP 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: 2,000 shares; 2026Q1: not reported; 2026Q2: 2,000 shares; 2026Q3: 1,000 shares 1,000 $25.9K 0.04% -1,000 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,138 shares; 2025Q1: 2,158 shares; 2025Q2: 3,646 shares; 2025Q3: 145 shares; 2025Q4: 607 shares; 2026Q1: 486 shares; 2026Q2: 508 shares; 2026Q3: 166 shares 166 $25.8K 0.04% -342 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: 6,565 shares; 2025Q1: 11,546 shares; 2025Q2: 13,979 shares; 2025Q3: 826 shares; 2025Q4: 1,767 shares; 2026Q1: 2,048 shares; 2026Q2: 1,624 shares; 2026Q3: 366 shares 366 $25.6K 0.04% -1,258 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: 3,601 shares; 2025Q1: 3,466 shares; 2025Q2: 3,553 shares; 2025Q3: 544 shares; 2025Q4: 2,172 shares; 2026Q1: 2,160 shares; 2026Q2: 2,246 shares; 2026Q3: 186 shares 186 $25.3K 0.04% -2,060 Timeline UMBFO UMB FINL CORP DEP SHS REPSTG 1 More: the full row for UMB FINL CORP DEP SHS REPSTG 1 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: 2,300 shares; 2026Q1: not reported; 2026Q2: 2,300 shares; 2026Q3: 1,000 shares 1,000 $25.2K 0.04% -1,300 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,753 shares; 2025Q1: 2,628 shares; 2025Q2: 3,008 shares; 2025Q3: 140 shares; 2025Q4: 2,031 shares; 2026Q1: 1,586 shares; 2026Q2: 1,623 shares; 2026Q3: 410 shares 410 $24.8K 0.04% -1,213 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS 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: 236 shares; 2026Q3: 79 shares 79 $24.7K 0.04% -157 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: 332 shares; 2025Q1: 346 shares; 2025Q2: 340 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 205 shares; 2026Q3: 205 shares 205 $24.4K 0.04% 0 Timeline GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM 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: 2,473 shares 2,473 $24.3K 0.04% new GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 226 shares; 2025Q1: 483 shares; 2025Q2: 554 shares; 2025Q3: 68 shares; 2025Q4: 764 shares; 2026Q1: 740 shares; 2026Q2: 1,170 shares; 2026Q3: 155 shares 155 $23.1K 0.04% -1,015 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: 4,662 shares; 2025Q1: 5,914 shares; 2025Q2: 6,802 shares; 2025Q3: 376 shares; 2025Q4: 362 shares; 2026Q1: 348 shares; 2026Q2: 348 shares; 2026Q3: 103 shares 103 $22.8K 0.04% -245 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: 1,030 shares; 2025Q1: 1,430 shares; 2025Q2: 1,491 shares; 2025Q3: 100 shares; 2025Q4: 453 shares; 2026Q1: 289 shares; 2026Q2: 289 shares; 2026Q3: 100 shares 100 $22.6K 0.04% -189 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 135 shares; 2026Q3: 135 shares 135 $22.5K 0.04% 0 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST 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: 8,122 shares; 2026Q2: 2,003 shares; 2026Q3: 2,003 shares 2,003 $22.4K 0.04% 0 JXX JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,040 shares; 2025Q3: 1,082 shares; 2025Q4: 17,001 shares; 2026Q1: 17,809 shares; 2026Q2: 17,442 shares; 2026Q3: 710 shares 710 $22.2K 0.04% -16,732 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,168 shares; 2026Q1: 4,165 shares; 2026Q2: 4,550 shares; 2026Q3: 268 shares 268 $21.8K 0.04% -4,282 Timeline WAT WATERS CORP More: the full row for WATERS 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: 122 shares; 2026Q2: 182 shares; 2026Q3: 49 shares 49 $21.5K 0.04% -133 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,108 shares; 2025Q1: 18,154 shares; 2025Q2: 21,913 shares; 2025Q3: 2,007 shares; 2025Q4: 5,239 shares; 2026Q1: 4,491 shares; 2026Q2: 303 shares; 2026Q3: 119 shares 119 $21.4K 0.04% -184 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,435 shares; 2025Q1: 8,038 shares; 2025Q2: 10,036 shares; 2025Q3: 675 shares; 2025Q4: 2,457 shares; 2026Q1: 1,411 shares; 2026Q2: 1,605 shares; 2026Q3: 274 shares 274 $21.4K 0.03% -1,331 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,304 shares; 2025Q1: 1,340 shares; 2025Q2: 1,039 shares; 2025Q3: 6 shares; 2025Q4: 45 shares; 2026Q1: 37 shares; 2026Q2: 355 shares; 2026Q3: 324 shares 324 $21.2K 0.03% -31 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 1,661 shares; 2026Q1: 2,262 shares; 2026Q2: 3,575 shares; 2026Q3: 818 shares 818 $20.8K 0.03% -2,757 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,206 shares; 2025Q1: 1,392 shares; 2025Q2: 2,105 shares; 2025Q3: 34 shares; 2025Q4: 629 shares; 2026Q1: 317 shares; 2026Q2: 317 shares; 2026Q3: 34 shares 34 $20.8K 0.03% -283 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: 1,720 shares; 2025Q1: 2,730 shares; 2025Q2: 5,141 shares; 2025Q3: not reported; 2025Q4: 2,437 shares; 2026Q1: 2,458 shares; 2026Q2: 2,464 shares; 2026Q3: 400 shares 400 $20.7K 0.03% -2,064 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 93 shares; 2025Q1: 40 shares; 2025Q2: 136 shares; 2025Q3: 37 shares; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 564 shares; 2026Q3: 254 shares 254 $20.6K 0.03% -310 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: 2,618 shares; 2025Q1: 3,442 shares; 2025Q2: 4,075 shares; 2025Q3: 814 shares; 2025Q4: 1,225 shares; 2026Q1: 4,164 shares; 2026Q2: 3,062 shares; 2026Q3: 222 shares 222 $20.3K 0.03% -2,840 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,905 shares; 2025Q1: 3,124 shares; 2025Q2: 3,374 shares; 2025Q3: 250 shares; 2025Q4: 1,383 shares; 2026Q1: 1,383 shares; 2026Q2: 1,383 shares; 2026Q3: 250 shares 250 $20.1K 0.03% -1,133 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,482 shares; 2025Q1: 7,027 shares; 2025Q2: 7,171 shares; 2025Q3: 4 shares; 2025Q4: 1,238 shares; 2026Q1: 639 shares; 2026Q2: 705 shares; 2026Q3: 87 shares 87 $20.1K 0.03% -618 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 2,400 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $20.1K 0.03% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 792 shares; 2025Q1: 716 shares; 2025Q2: 944 shares; 2025Q3: 163 shares; 2025Q4: 612 shares; 2026Q1: 518 shares; 2026Q2: 550 shares; 2026Q3: 95 shares 95 $20K 0.03% -455 Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP 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: 1,887 shares; 2026Q2: 1,887 shares; 2026Q3: 1,887 shares 1,887 $20K 0.03% 0 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: 726 shares; 2025Q1: 761 shares; 2025Q2: 251 shares; 2025Q3: 327 shares; 2025Q4: 795 shares; 2026Q1: 619 shares; 2026Q2: 642 shares; 2026Q3: 78 shares 78 $19.8K 0.03% -564 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares; 2026Q2: 245 shares; 2026Q3: 245 shares 245 $19.8K 0.03% 0 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: 111 shares; 2025Q1: 111 shares; 2025Q2: 169 shares; 2025Q3: 100 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares; 2026Q3: 100 shares 100 $19.3K 0.03% -45 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,101 shares; 2025Q1: 10,858 shares; 2025Q2: 12,053 shares; 2025Q3: 263 shares; 2025Q4: 3,028 shares; 2026Q1: 2,764 shares; 2026Q2: 2,725 shares; 2026Q3: 223 shares 223 $19.1K 0.03% -2,502 Timeline BLV 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,410 shares; 2026Q1: 2,477 shares; 2026Q2: 2,717 shares; 2026Q3: 304 shares 304 $19.1K 0.03% -2,413 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL 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: 758 shares; 2026Q1: 608 shares; 2026Q2: 708 shares; 2026Q3: 299 shares 299 $18.2K 0.03% -409 Timeline BANFP BFC CAP TR II CUMULATIVE TR PF More: the full row for BFC CAP TR II CUMULATIVE TR PF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,025 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,586 shares; 2026Q1: not reported; 2026Q2: 1,586 shares; 2026Q3: 650 shares 650 $18.1K 0.03% -936 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,069 shares; 2025Q1: 2,983 shares; 2025Q2: 4,848 shares; 2025Q3: 170 shares; 2025Q4: 3,418 shares; 2026Q1: 3,675 shares; 2026Q2: 3,675 shares; 2026Q3: 455 shares 455 $17.9K 0.03% -3,220 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,784 shares; 2025Q1: 16,784 shares; 2025Q2: 20,128 shares; 2025Q3: 300 shares; 2025Q4: 1,881 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 575 shares 575 $17.5K 0.03% -425 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 549 shares; 2025Q1: 753 shares; 2025Q2: 1,016 shares; 2025Q3: 87 shares; 2025Q4: 202 shares; 2026Q1: 121 shares; 2026Q2: 147 shares; 2026Q3: 48 shares 48 $17.1K 0.03% -99 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,192 shares; 2025Q1: 2,251 shares; 2025Q2: 2,288 shares; 2025Q3: not reported; 2025Q4: 585 shares; 2026Q1: 909 shares; 2026Q2: 1,047 shares; 2026Q3: 59 shares 59 $16.9K 0.03% -988 Timeline BIV 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: 42 shares; 2025Q1: 103 shares; 2025Q2: 1,448 shares; 2025Q3: not reported; 2025Q4: 3,580 shares; 2026Q1: 3,588 shares; 2026Q2: 3,864 shares; 2026Q3: 231 shares 231 $16.8K 0.03% -3,633 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 4,993 shares; 2025Q3: 217 shares; 2025Q4: 891 shares; 2026Q1: 457 shares; 2026Q2: 462 shares; 2026Q3: 137 shares 137 $16.8K 0.03% -325 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,832 shares; 2025Q1: 5,125 shares; 2025Q2: 6,356 shares; 2025Q3: 244 shares; 2025Q4: 1,368 shares; 2026Q1: 1,551 shares; 2026Q2: 1,630 shares; 2026Q3: 374 shares 374 $16.6K 0.03% -1,256 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,605 shares; 2026Q3: 1,605 shares 1,605 $16.3K 0.03% 0 NRGV ENERGY VAULT HOLDINGS INC More: the full row for ENERGY VAULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,111 shares; 2025Q1: 4,111 shares; 2025Q2: 4,111 shares; 2025Q3: 4,111 shares; 2025Q4: 4,111 shares; 2026Q1: 4,111 shares; 2026Q2: 4,111 shares; 2026Q3: 4,111 shares 4,111 $16.3K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,728 shares; 2025Q1: 4,950 shares; 2025Q2: 5,347 shares; 2025Q3: 89 shares; 2025Q4: 1,322 shares; 2026Q1: 549 shares; 2026Q2: 1,172 shares; 2026Q3: 99 shares 99 $16.2K 0.03% -1,073 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 288 shares; 2025Q1: 588 shares; 2025Q2: 758 shares; 2025Q3: 500 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 538 shares; 2026Q3: 700 shares 700 $15.9K 0.03% +162 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,768 shares; 2026Q1: 5,003 shares; 2026Q2: 5,814 shares; 2026Q3: 512 shares 512 $15.9K 0.03% -5,302 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares; 2026Q3: 166 shares 166 $15.8K 0.03% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,640 shares; 2025Q1: 1,656 shares; 2025Q2: 1,660 shares; 2025Q3: 203 shares; 2025Q4: 1,316 shares; 2026Q1: 1,318 shares; 2026Q2: 1,321 shares; 2026Q3: 203 shares 203 $15.6K 0.03% -1,118 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: 569 shares; 2025Q1: 540 shares; 2025Q2: 550 shares; 2025Q3: 40 shares; 2025Q4: 952 shares; 2026Q1: 1,063 shares; 2026Q2: 1,193 shares; 2026Q3: 40 shares 40 $15.5K 0.03% -1,153 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,350 shares; 2025Q1: 38,131 shares; 2025Q2: 36,670 shares; 2025Q3: 1,275 shares; 2025Q4: 4,984 shares; 2026Q1: 3,887 shares; 2026Q2: 3,891 shares; 2026Q3: 275 shares 275 $15.5K 0.03% -3,616 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: 314 shares; 2026Q3: 72 shares 72 $15.2K 0.02% -242 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 38 shares; 2025Q3: 10 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares; 2026Q3: 10 shares 10 $15.1K 0.02% -1 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,704 shares; 2025Q1: 22,177 shares; 2025Q2: 25,035 shares; 2025Q3: 2,434 shares; 2025Q4: 3,596 shares; 2026Q1: 3,673 shares; 2026Q2: 3,422 shares; 2026Q3: 491 shares 491 $14K 0.02% -2,931 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares; 2026Q3: 700 shares 700 $13.8K 0.02% 0 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST 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: 24,873 shares; 2026Q2: 1,139 shares; 2026Q3: 1,139 shares 1,139 $13.8K 0.02% 0 VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,501 shares; 2025Q1: 12,722 shares; 2025Q2: 14,419 shares; 2025Q3: 240 shares; 2025Q4: 4,068 shares; 2026Q1: 2,787 shares; 2026Q2: 2,830 shares; 2026Q3: 298 shares 298 $13.7K 0.02% -2,532 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 1,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,125 shares; 2026Q2: 2,174 shares; 2026Q3: 1,000 shares 1,000 $13.4K 0.02% -1,174 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,979 shares; 2025Q2: 4,535 shares; 2025Q3: 361 shares; 2025Q4: 1,919 shares; 2026Q1: 1,241 shares; 2026Q2: 1,319 shares; 2026Q3: 377 shares 377 $13.4K 0.02% -942 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,963 shares; 2025Q1: 1,828 shares; 2025Q2: 2,043 shares; 2025Q3: 362 shares; 2025Q4: 1,613 shares; 2026Q1: 1,477 shares; 2026Q2: 1,477 shares; 2026Q3: 288 shares 288 $13.3K 0.02% -1,189 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,184 shares; 2025Q1: 5,037 shares; 2025Q2: 3,362 shares; 2025Q3: 76 shares; 2025Q4: 995 shares; 2026Q1: 732 shares; 2026Q2: 1,646 shares; 2026Q3: 142 shares 142 $13.3K 0.02% -1,504 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,052 shares; 2025Q1: 1,752 shares; 2025Q2: 235 shares; 2025Q3: 200 shares; 2025Q4: 224 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $13.2K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 534 shares; 2025Q1: 546 shares; 2025Q2: 607 shares; 2025Q3: 20 shares; 2025Q4: 71 shares; 2026Q1: 56 shares; 2026Q2: 56 shares; 2026Q3: 20 shares 20 $13.1K 0.02% -36 Timeline EDN EMPRESA DIST Y COMERCIAL NOR More: the full row for EMPRESA DIST Y COMERCIAL NOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,092 shares; 2025Q1: 6,125 shares; 2025Q2: 10,269 shares; 2025Q3: 1,098 shares; 2025Q4: 1,612 shares; 2026Q1: 1,681 shares; 2026Q2: 1,761 shares; 2026Q3: 622 shares 622 $13K 0.02% -1,139 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $12.8K 0.02% 0 Timeline MBINM MERCHANTS BANCORP IND DEP SHS More: the full row for MERCHANTS BANCORP IND DEP SHS 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: 500 shares 500 $12.8K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 316 shares; 2025Q1: 300 shares; 2025Q2: 301 shares; 2025Q3: not reported; 2025Q4: 1,853 shares; 2026Q1: 1,253 shares; 2026Q2: 1,553 shares; 2026Q3: 131 shares 131 $12.8K 0.02% -1,422 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 622 shares; 2025Q1: 7,346 shares; 2025Q2: 9,234 shares; 2025Q3: 732 shares; 2025Q4: 2,357 shares; 2026Q1: 149 shares; 2026Q2: 149 shares; 2026Q3: 66 shares 66 $12.7K 0.02% -83 Timeline PPA 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: 584 shares; 2025Q1: 609 shares; 2025Q2: 2,858 shares; 2025Q3: 81 shares; 2025Q4: 439 shares; 2026Q1: 495 shares; 2026Q2: 495 shares; 2026Q3: 81 shares 81 $12.5K 0.02% -414 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,615 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares; 2026Q2: 112 shares; 2026Q3: 112 shares 112 $12.3K 0.02% 0 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,982 shares; 2025Q1: 9,752 shares; 2025Q2: 11,185 shares; 2025Q3: 462 shares; 2025Q4: 1,789 shares; 2026Q1: 1,585 shares; 2026Q2: 1,393 shares; 2026Q3: 432 shares 432 $12.2K 0.02% -961 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 1,250 shares; 2025Q3: 200 shares; 2025Q4: 450 shares; 2026Q1: 200 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $12.2K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 143 shares 143 $12.2K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 848 shares; 2025Q1: 1,048 shares; 2025Q2: 1,102 shares; 2025Q3: not reported; 2025Q4: 1,829 shares; 2026Q1: 1,338 shares; 2026Q2: 1,338 shares; 2026Q3: 262 shares 262 $12.2K 0.02% -1,076 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,845 shares; 2025Q1: 10,593 shares; 2025Q2: 13,603 shares; 2025Q3: 1,393 shares; 2025Q4: 3,891 shares; 2026Q1: 3,621 shares; 2026Q2: 275 shares; 2026Q3: 105 shares 105 $11.9K 0.02% -170 Timeline OEFA 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: not reported; 2025Q1: 389 shares; 2025Q2: 1,888 shares; 2025Q3: 23 shares; 2025Q4: 980 shares; 2026Q1: 1,331 shares; 2026Q2: 1,813 shares; 2026Q3: 339 shares 339 $11.7K 0.02% -1,474 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 3,100 shares; 2025Q3: 300 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,200 shares; 2026Q3: 300 shares 300 $11.5K 0.02% -1,900 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $11.4K 0.02% 0 Timeline TOPT 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: 325 shares 325 $11.3K 0.02% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 301 shares; 2025Q1: 344 shares; 2025Q2: 366 shares; 2025Q3: 158 shares; 2025Q4: 873 shares; 2026Q1: 805 shares; 2026Q2: 805 shares; 2026Q3: 158 shares 158 $11.1K 0.02% -647 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: 3,171 shares; 2025Q1: 3,502 shares; 2025Q2: 3,833 shares; 2025Q3: 239 shares; 2025Q4: 1,509 shares; 2026Q1: 1,171 shares; 2026Q2: 1,175 shares; 2026Q3: 164 shares 164 $11.1K 0.02% -1,011 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 78 shares 78 $10.7K 0.02% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,282 shares; 2025Q1: 30,399 shares; 2025Q2: 35,918 shares; 2025Q3: 2,565 shares; 2025Q4: 8,126 shares; 2026Q1: 6,091 shares; 2026Q2: 6,758 shares; 2026Q3: 196 shares 196 $10.7K 0.02% -6,562 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 849 shares; 2025Q1: 630 shares; 2025Q2: 915 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares; 2026Q2: 396 shares; 2026Q3: 396 shares 396 $10.6K 0.02% 0 Timeline IVLU 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: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 246 shares; 2026Q3: 246 shares 246 $10.6K 0.02% 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: 3,262 shares; 2025Q1: 3,482 shares; 2025Q2: 4,051 shares; 2025Q3: 40 shares; 2025Q4: 712 shares; 2026Q1: 376 shares; 2026Q2: 416 shares; 2026Q3: 37 shares 37 $10.3K 0.02% -379 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: 4,118 shares; 2025Q1: 4,976 shares; 2025Q2: 5,689 shares; 2025Q3: 515 shares; 2025Q4: 1,184 shares; 2026Q1: 285 shares; 2026Q2: 297 shares; 2026Q3: 28 shares 28 $10.3K 0.02% -269 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 237 shares; 2025Q1: 238 shares; 2025Q2: 238 shares; 2025Q3: 133 shares; 2025Q4: 239 shares; 2026Q1: 240 shares; 2026Q2: 240 shares; 2026Q3: 133 shares 133 $9.99K 0.02% -107 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: 665 shares; 2025Q1: 739 shares; 2025Q2: 965 shares; 2025Q3: not reported; 2025Q4: 1,088 shares; 2026Q1: 790 shares; 2026Q2: 1,086 shares; 2026Q3: 96 shares 96 $9.97K 0.02% -990 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47 shares; 2025Q1: 308 shares; 2025Q2: 324 shares; 2025Q3: 15 shares; 2025Q4: 154 shares; 2026Q1: 425 shares; 2026Q2: 596 shares; 2026Q3: 51 shares 51 $9.85K 0.02% -545 Timeline KEYCORP NEW DEP SHS REPSTG … KEYCORP NEW DEP SHS REPSTG 1/4 More: the full row for KEYCORP NEW DEP SHS REPSTG 1/4 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: not reported; 2026Q2: 1,400 shares; 2026Q3: 400 shares 400 $9.83K 0.02% -1,000 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: 8,705 shares; 2025Q1: 10,782 shares; 2025Q2: 12,810 shares; 2025Q3: 1,028 shares; 2025Q4: 2,246 shares; 2026Q1: 309 shares; 2026Q2: 415 shares; 2026Q3: 35 shares 35 $9.74K 0.02% -380 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 351 shares; 2026Q1: 57 shares; 2026Q2: 101 shares; 2026Q3: 57 shares 57 $9.63K 0.02% -44 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,078 shares; 2025Q1: 5,906 shares; 2025Q2: 7,109 shares; 2025Q3: 412 shares; 2025Q4: 1,380 shares; 2026Q1: 547 shares; 2026Q2: 549 shares; 2026Q3: 61 shares 61 $9.61K 0.02% -488 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: 1,002 shares; 2025Q1: 1,155 shares; 2025Q2: 1,543 shares; 2025Q3: 106 shares; 2025Q4: 1,086 shares; 2026Q1: 1,065 shares; 2026Q2: 680 shares; 2026Q3: 20 shares 20 $9.6K 0.02% -660 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 53 shares 53 $9.52K 0.02% new Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $9.4K 0.02% 0 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: 26,845 shares; 2025Q1: 32,401 shares; 2025Q2: 37,584 shares; 2025Q3: 2,526 shares; 2025Q4: 8,126 shares; 2026Q1: 1,105 shares; 2026Q2: 1,430 shares; 2026Q3: 95 shares 95 $9.36K 0.02% -1,335 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,432 shares; 2025Q1: 4,145 shares; 2025Q2: 6,088 shares; 2025Q3: 272 shares; 2025Q4: 1,071 shares; 2026Q1: 509 shares; 2026Q2: 657 shares; 2026Q3: 280 shares 280 $9.21K 0.02% -377 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 5,696 shares; 2025Q3: 342 shares; 2025Q4: 1,238 shares; 2026Q1: 1,469 shares; 2026Q2: 212 shares; 2026Q3: 50 shares 50 $9.18K 0.02% -162 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,265 shares; 2025Q1: 932 shares; 2025Q2: 1,202 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 150 shares; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $8.88K 0.01% 0 Timeline ACVU HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,484 shares; 2025Q1: 106,508 shares; 2025Q2: 72,997 shares; 2025Q3: 17,119 shares; 2025Q4: 5,142 shares; 2026Q1: 3,232 shares; 2026Q2: 1,550 shares; 2026Q3: 285 shares 285 $8.85K 0.01% -1,265 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,824 shares; 2025Q1: 3,067 shares; 2025Q2: 5,635 shares; 2025Q3: 127 shares; 2025Q4: 1,098 shares; 2026Q1: 1,228 shares; 2026Q2: 1,229 shares; 2026Q3: 129 shares 129 $8.66K 0.01% -1,100 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: 35 shares; 2025Q1: 79 shares; 2025Q2: 89 shares; 2025Q3: 5 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 37 shares; 2026Q3: 5 shares 5 $8.64K 0.01% -32 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: 1,913 shares; 2025Q1: 2,292 shares; 2025Q2: 2,810 shares; 2025Q3: 221 shares; 2025Q4: 806 shares; 2026Q1: 747 shares; 2026Q2: 80 shares; 2026Q3: 21 shares 21 $8.54K 0.01% -59 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 376 shares; 2026Q2: 393 shares; 2026Q3: 72 shares 72 $8.35K 0.01% -321 Timeline IDOG 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: not reported; 2025Q1: 355 shares; 2025Q2: 3,074 shares; 2025Q3: 22 shares; 2025Q4: 1,371 shares; 2026Q1: 1,564 shares; 2026Q2: 1,822 shares; 2026Q3: 197 shares 197 $8.29K 0.01% -1,625 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,837 shares; 2025Q1: 2,206 shares; 2025Q2: 2,543 shares; 2025Q3: 242 shares; 2025Q4: 716 shares; 2026Q1: 686 shares; 2026Q2: 117 shares; 2026Q3: 30 shares 30 $8.27K 0.01% -87 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: 10,768 shares; 2025Q1: 13,571 shares; 2025Q2: 15,523 shares; 2025Q3: 1,184 shares; 2025Q4: 3,177 shares; 2026Q1: 217 shares; 2026Q2: 172 shares; 2026Q3: 51 shares 51 $8.21K 0.01% -121 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 184 shares 184 $8.11K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,189 shares; 2025Q1: 1,373 shares; 2025Q2: 1,652 shares; 2025Q3: 127 shares; 2025Q4: 248 shares; 2026Q1: 220 shares; 2026Q2: 297 shares; 2026Q3: 60 shares 60 $8.04K 0.01% -237 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: 1,582 shares; 2025Q1: 2,909 shares; 2025Q2: 3,118 shares; 2025Q3: 82 shares; 2025Q4: 1,468 shares; 2026Q1: 945 shares; 2026Q2: 945 shares; 2026Q3: 82 shares 82 $7.99K 0.01% -863 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,067 shares; 2025Q3: 142 shares; 2025Q4: 358 shares; 2026Q1: 364 shares; 2026Q2: 309 shares; 2026Q3: 93 shares 93 $7.72K 0.01% -216 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: 2,166 shares; 2025Q1: 2,278 shares; 2025Q2: 2,545 shares; 2025Q3: 10 shares; 2025Q4: 2,197 shares; 2026Q1: 1,996 shares; 2026Q2: 1,961 shares; 2026Q3: 67 shares 67 $7.64K 0.01% -1,894 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 108 shares; 2026Q3: 108 shares 108 $7.63K 0.01% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,923 shares; 2025Q1: 1,929 shares; 2025Q2: 5,828 shares; 2025Q3: 139 shares; 2025Q4: 1,817 shares; 2026Q1: 1,846 shares; 2026Q2: 1,850 shares; 2026Q3: 249 shares 249 $7.62K 0.01% -1,601 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,992 shares; 2025Q1: 33,242 shares; 2025Q2: 36,395 shares; 2025Q3: 3,009 shares; 2025Q4: 997 shares; 2026Q1: 1,304 shares; 2026Q2: 513 shares; 2026Q3: 81 shares 81 $7.61K 0.01% -432 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 21 shares; 2026Q3: 21 shares 21 $7.49K 0.01% 0 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 1,471 shares; 2025Q3: 70 shares; 2025Q4: 380 shares; 2026Q1: 260 shares; 2026Q2: 260 shares; 2026Q3: 70 shares 70 $7.41K 0.01% -190 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares; 2026Q2: 60 shares; 2026Q3: 105 shares 105 $7.34K 0.01% +45 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF 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: 420 shares; 2026Q1: 650 shares; 2026Q2: 700 shares; 2026Q3: 385 shares 385 $7.34K 0.01% -315 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 542 shares; 2026Q1: 35 shares; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $7.33K 0.01% 0 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: 1,439 shares; 2025Q1: 2,781 shares; 2025Q2: 2,770 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 155 shares; 2026Q3: 155 shares 155 $7.27K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 325 shares; 2026Q1: 450 shares; 2026Q2: 475 shares; 2026Q3: 195 shares 195 $7.21K 0.01% -280 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: 3,478 shares; 2025Q3: 504 shares; 2025Q4: 1,339 shares; 2026Q1: 1,107 shares; 2026Q2: 1,173 shares; 2026Q3: 453 shares 453 $7.18K 0.01% -720 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: 9,709 shares; 2025Q1: 11,923 shares; 2025Q2: 13,935 shares; 2025Q3: 1,340 shares; 2025Q4: 3,191 shares; 2026Q1: 179 shares; 2026Q2: 169 shares; 2026Q3: 55 shares 55 $7.12K 0.01% -114 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: 2,950 shares; 2025Q1: 2,950 shares; 2025Q2: 2,978 shares; 2025Q3: not reported; 2025Q4: 1,245 shares; 2026Q1: 1,181 shares; 2026Q2: 1,461 shares; 2026Q3: 106 shares 106 $7.08K 0.01% -1,355 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,719 shares; 2025Q1: 5,406 shares; 2025Q2: 6,262 shares; 2025Q3: 83 shares; 2025Q4: 1,016 shares; 2026Q1: 875 shares; 2026Q2: 908 shares; 2026Q3: 84 shares 84 $7.05K 0.01% -824 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,654 shares; 2025Q1: 2,253 shares; 2025Q2: 5,552 shares; 2025Q3: 491 shares; 2025Q4: 1,218 shares; 2026Q1: 506 shares; 2026Q2: 506 shares; 2026Q3: 56 shares 56 $6.89K 0.01% -450 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,431 shares; 2025Q1: 355 shares; 2025Q2: 614 shares; 2025Q3: 42 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares; 2026Q3: 42 shares 42 $6.89K 0.01% -65 Timeline VDE 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: 310 shares; 2025Q1: 311 shares; 2025Q2: 301 shares; 2025Q3: 50 shares; 2025Q4: 215 shares; 2026Q1: 216 shares; 2026Q2: 167 shares; 2026Q3: 40 shares 40 $6.89K 0.01% -127 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,868 shares; 2025Q1: 1,873 shares; 2025Q2: 932 shares; 2025Q3: 130 shares; 2025Q4: 133 shares; 2026Q1: 136 shares; 2026Q2: 139 shares; 2026Q3: 142 shares 142 $6.85K 0.01% +3 Timeline QCMU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 300 shares 300 $6.79K 0.01% new Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: not reported; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $6.74K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,632 shares; 2025Q1: 1,976 shares; 2025Q2: 2,153 shares; 2025Q3: 93 shares; 2025Q4: 296 shares; 2026Q1: 277 shares; 2026Q2: 277 shares; 2026Q3: 78 shares 78 $6.64K 0.01% -199 Timeline MBGL MOBILITY GLOBAL INC More: the full row for MOBILITY GLOBAL 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: 370 shares 370 $6.33K 0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 500 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares; 2026Q3: 500 shares 500 $6.33K 0.01% -250 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,203 shares; 2025Q1: 1,265 shares; 2025Q2: 1,257 shares; 2025Q3: 23 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 1,007 shares; 2026Q3: 23 shares 23 $6.31K 0.01% -984 Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP 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: 614 shares 614 $6.26K 0.01% new KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,405 shares; 2025Q1: 3,720 shares; 2025Q2: 4,925 shares; 2025Q3: 74 shares; 2025Q4: 1,749 shares; 2026Q1: 1,272 shares; 2026Q2: 1,513 shares; 2026Q3: 88 shares 88 $6.11K 0.01% -1,425 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,317 shares; 2025Q1: 7,317 shares; 2025Q2: 8,417 shares; 2025Q3: 800 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares; 2026Q3: 800 shares 800 $5.95K 0.01% -1,300 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 410 shares; 2026Q2: 437 shares; 2026Q3: 300 shares 300 $5.95K 0.01% -137 Timeline VXF 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: 813 shares; 2025Q1: 858 shares; 2025Q2: 1,090 shares; 2025Q3: 25 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares; 2026Q3: 25 shares 25 $5.79K 0.01% -191 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,351 shares; 2025Q1: 1,434 shares; 2025Q2: 1,576 shares; 2025Q3: 47 shares; 2025Q4: 584 shares; 2026Q1: not reported; 2026Q2: 499 shares; 2026Q3: 20 shares 20 $5.77K 0.01% -479 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 428 shares; 2025Q1: 1,025 shares; 2025Q2: 936 shares; 2025Q3: 444 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares; 2026Q3: 53 shares 53 $5.72K 0.01% +1 Timeline AIBU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $5.71K 0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,111 shares; 2025Q1: 907 shares; 2025Q2: 1,092 shares; 2025Q3: 85 shares; 2025Q4: 192 shares; 2026Q1: 193 shares; 2026Q2: 193 shares; 2026Q3: 88 shares 88 $5.64K 0.01% -105 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 253 shares; 2025Q1: 573 shares; 2025Q2: 487 shares; 2025Q3: not reported; 2025Q4: 390 shares; 2026Q1: 352 shares; 2026Q2: 319 shares; 2026Q3: 49 shares 49 $5.49K 0.01% -270 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares; 2026Q2: 34 shares; 2026Q3: 34 shares 34 $5.46K 0.01% 0 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 266 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 75 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37 $5.43K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,585 shares; 2025Q1: 20,895 shares; 2025Q2: 25,289 shares; 2025Q3: 1,716 shares; 2025Q4: 7,004 shares; 2026Q1: 613 shares; 2026Q2: 670 shares; 2026Q3: 123 shares 123 $5.37K 0.01% -547 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21 shares; 2025Q1: 181 shares; 2025Q2: 198 shares; 2025Q3: 21 shares; 2025Q4: 181 shares; 2026Q1: 181 shares; 2026Q2: 181 shares; 2026Q3: 97 shares 97 $5.28K 0.01% -84 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 543 shares; 2025Q1: 587 shares; 2025Q2: 287 shares; 2025Q3: 108 shares; 2025Q4: 138 shares; 2026Q1: 108 shares; 2026Q2: 108 shares; 2026Q3: 108 shares 108 $5.2K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 380 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: 15 shares; 2025Q4: 269 shares; 2026Q1: 239 shares; 2026Q2: 238 shares; 2026Q3: 15 shares 15 $5.09K 0.01% -223 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 271 shares; 2025Q1: 484 shares; 2025Q2: 726 shares; 2025Q3: 38 shares; 2025Q4: 150 shares; 2026Q1: 71 shares; 2026Q2: 92 shares; 2026Q3: 19 shares 19 $4.97K 0.01% -73 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,464 shares; 2025Q1: 16,450 shares; 2025Q2: 8,697 shares; 2025Q3: 308 shares; 2025Q4: 1,733 shares; 2026Q1: 979 shares; 2026Q2: 1,504 shares; 2026Q3: 86 shares 86 $4.97K 0.01% -1,418 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 223 shares; 2025Q1: 222 shares; 2025Q2: 135 shares; 2025Q3: 67 shares; 2025Q4: 116 shares; 2026Q1: 116 shares; 2026Q2: 116 shares; 2026Q3: 67 shares 67 $4.92K 0.01% -49 Timeline EQWL 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: 25 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37 $4.77K 0.01% 0 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: 2,287 shares; 2025Q1: 2,827 shares; 2025Q2: 3,313 shares; 2025Q3: 212 shares; 2025Q4: 1,225 shares; 2026Q1: 212 shares; 2026Q2: 212 shares; 2026Q3: 212 shares 212 $4.64K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 146 shares; 2025Q1: 2,325 shares; 2025Q2: 2,947 shares; 2025Q3: 23 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares; 2026Q3: 10 shares 10 $4.54K 0.01% -47 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: 347 shares; 2025Q1: 574 shares; 2025Q2: 446 shares; 2025Q3: 4 shares; 2025Q4: 58 shares; 2026Q1: 29 shares; 2026Q2: 37 shares; 2026Q3: 4 shares 4 $4.53K 0.01% -33 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,927 shares; 2025Q1: 20,109 shares; 2025Q2: 23,045 shares; 2025Q3: 2,115 shares; 2025Q4: 4,141 shares; 2026Q1: 3,768 shares; 2026Q2: 230 shares; 2026Q3: 97 shares 97 $4.5K 0.01% -133 Timeline FLOT 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: 212 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 229 shares; 2026Q3: 84 shares 84 $4.29K 0.01% -145 Timeline SPLV 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: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,253 shares; 2025Q3: 60 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 285 shares; 2026Q3: 60 shares 60 $4.23K 0.01% -225 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 778 shares; 2026Q1: 631 shares; 2026Q2: 350 shares; 2026Q3: 100 shares 100 $4.04K 0.01% -250 Timeline TRFK PACER FDS TR More: the full row for PACER FDS 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: 40 shares 40 $4.03K 0.01% new Timeline FYX 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: 1,188 shares; 2025Q1: 1,194 shares; 2025Q2: 1,213 shares; 2025Q3: 242 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 405 shares; 2026Q3: 29 shares 29 $3.9K 0.01% -376 Timeline PSCT 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: 942 shares; 2025Q1: 950 shares; 2025Q2: 981 shares; 2025Q3: 347 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares; 2026Q3: 48 shares 48 $3.88K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,504 shares; 2025Q1: 9,817 shares; 2025Q2: 11,226 shares; 2025Q3: 85 shares; 2025Q4: 1,916 shares; 2026Q1: 1,206 shares; 2026Q2: 1,206 shares; 2026Q3: 66 shares 66 $3.88K 0.01% -1,140 Timeline FIRST TRUST FIRST TRUST More: the full row for FIRST TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 14,473 shares; 2026Q2: 334 shares; 2026Q3: 334 shares 334 $3.77K 0.01% 0 VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 7,584 shares; 2025Q3: 151 shares; 2025Q4: 809 shares; 2026Q1: 572 shares; 2026Q2: 567 shares; 2026Q3: 164 shares 164 $3.76K 0.01% -403 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 210 shares; 2026Q3: 150 shares 150 $3.68K 0.01% -60 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $3.68K 0.01% 0 Timeline FMAG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $3.62K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: not reported; 2025Q4: 2,601 shares; 2026Q1: 6,895 shares; 2026Q2: 2,972 shares; 2026Q3: 56 shares 56 $3.58K 0.01% -2,916 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 1,700 shares; 2025Q3: 200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,351 shares; 2026Q2: 2,452 shares; 2026Q3: 200 shares 200 $3.47K 0.01% -2,252 Timeline FIRST TRUST PORTFOLIO LP FIRST TRUST PORTFOLIO LP More: the full row for FIRST TRUST PORTFOLIO LP 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: 339 shares 339 $3.42K 0.01% new AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,921 shares; 2025Q1: 3,246 shares; 2025Q2: 3,873 shares; 2025Q3: 292 shares; 2025Q4: 915 shares; 2026Q1: 24 shares; 2026Q2: 24 shares; 2026Q3: 8 shares 8 $3.38K 0.01% -16 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 300 shares; 2025Q3: 100 shares; 2025Q4: 300 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $3.32K 0.01% 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: 22,835 shares; 2025Q1: 29,849 shares; 2025Q2: 36,081 shares; 2025Q3: 3,109 shares; 2025Q4: 9,191 shares; 2026Q1: 595 shares; 2026Q2: 507 shares; 2026Q3: 105 shares 105 $3.29K 0.01% -402 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: 24 shares; 2025Q1: 37 shares; 2025Q2: 67 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares; 2026Q3: 38 shares 38 $3.23K 0.01% +33 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: 29,797 shares; 2025Q1: 38,144 shares; 2025Q2: 43,755 shares; 2025Q3: 3,647 shares; 2025Q4: 9,081 shares; 2026Q1: 7,290 shares; 2026Q2: 396 shares; 2026Q3: 59 shares 59 $3.23K 0.01% -337 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 561 shares; 2025Q1: 638 shares; 2025Q2: 1,381 shares; 2025Q3: 100 shares; 2025Q4: 200 shares; 2026Q1: 250 shares; 2026Q2: 281 shares; 2026Q3: 100 shares 100 $3.22K 0.01% -181 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,420 shares; 2025Q1: 2,070 shares; 2025Q2: 2,353 shares; 2025Q3: not reported; 2025Q4: 752 shares; 2026Q1: 483 shares; 2026Q2: 195 shares; 2026Q3: 14 shares 14 $3.21K 0.01% -181 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89 shares; 2025Q1: 90 shares; 2025Q2: 119 shares; 2025Q3: 50 shares; 2025Q4: 227 shares; 2026Q1: 227 shares; 2026Q2: 227 shares; 2026Q3: 27 shares 27 $3.21K 0.01% -200 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,674 shares; 2025Q1: 2,074 shares; 2025Q2: 2,199 shares; 2025Q3: 86 shares; 2025Q4: 550 shares; 2026Q1: 420 shares; 2026Q2: 440 shares; 2026Q3: 17 shares 17 $3.16K 0.01% -423 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: 1,075 shares; 2025Q1: 732 shares; 2025Q2: 732 shares; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 804 shares; 2026Q2: 839 shares; 2026Q3: 16 shares 16 $3.05K <0.01% -823 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: 508 shares; 2025Q1: 718 shares; 2025Q2: 929 shares; 2025Q3: 6 shares; 2025Q4: 608 shares; 2026Q1: 568 shares; 2026Q2: 597 shares; 2026Q3: 15 shares 15 $3.01K <0.01% -582 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,584 shares; 2025Q1: 2,057 shares; 2025Q2: 1,902 shares; 2025Q3: 102 shares; 2025Q4: 432 shares; 2026Q1: 269 shares; 2026Q2: 285 shares; 2026Q3: 54 shares 54 $2.96K <0.01% -231 Timeline