MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,088 shares; 2025Q1: 62,847 shares; 2025Q2: 62,507 shares; 2025Q3: 60,862 shares; 2025Q4: 61,066 shares; 2026Q1: 56,765 shares; 2026Q2: 56,630 shares; 2026Q3: 58,789 shares 58,789 $30.2M 3.01% +2,159 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 92,199 shares; 2025Q1: 89,159 shares; 2025Q2: 85,850 shares; 2025Q3: 86,233 shares; 2025Q4: 85,079 shares; 2026Q1: 86,477 shares; 2026Q2: 90,357 shares; 2026Q3: 89,869 shares 89,869 $29.9M 2.99% -488 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: 80,451 shares; 2025Q1: 78,347 shares; 2025Q2: 84,947 shares; 2025Q3: 83,853 shares; 2025Q4: 81,445 shares; 2026Q1: 82,121 shares; 2026Q2: 81,020 shares; 2026Q3: 80,894 shares 80,894 $27.8M 2.78% -126 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 204,516 shares; 2025Q1: 191,587 shares; 2025Q2: 160,564 shares; 2025Q3: 152,789 shares; 2025Q4: 262,628 shares; 2026Q1: 250,901 shares; 2026Q2: 239,602 shares; 2026Q3: 232,929 shares 232,929 $22.3M 2.23% -6,673 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: 217,638 shares; 2025Q1: 213,493 shares; 2025Q2: 214,307 shares; 2025Q3: 213,354 shares; 2025Q4: 208,671 shares; 2026Q1: 211,432 shares; 2026Q2: 208,523 shares; 2026Q3: 206,832 shares 206,832 $22.3M 2.22% -1,691 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 204,253 shares; 2025Q1: 207,582 shares; 2025Q2: 208,751 shares; 2025Q3: 217,110 shares; 2025Q4: 227,898 shares; 2026Q1: 228,310 shares; 2026Q2: 233,281 shares; 2026Q3: 230,058 shares 230,058 $19.9M 1.99% -3,223 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,783 shares; 2025Q1: 29,300 shares; 2025Q2: 31,703 shares; 2025Q3: 40,204 shares; 2025Q4: 39,604 shares; 2026Q1: 38,554 shares; 2026Q2: 35,903 shares; 2026Q3: 34,874 shares 34,874 $19.8M 1.98% -1,029 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: 55,526 shares; 2025Q1: 53,926 shares; 2025Q2: 47,461 shares; 2025Q3: 47,402 shares; 2025Q4: 93,415 shares; 2026Q1: 93,819 shares; 2026Q2: 96,147 shares; 2026Q3: 96,910 shares 96,910 $19M 1.89% +763 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 163,184 shares; 2025Q1: 162,275 shares; 2025Q2: 163,308 shares; 2025Q3: 170,530 shares; 2025Q4: 176,053 shares; 2026Q1: 174,026 shares; 2026Q2: 346,834 shares; 2026Q3: 345,128 shares 345,128 $18.7M 1.86% -1,706 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: 51,936 shares; 2025Q1: 47,577 shares; 2025Q2: 48,978 shares; 2025Q3: 47,915 shares; 2025Q4: 49,534 shares; 2026Q1: 49,847 shares; 2026Q2: 51,196 shares; 2026Q3: 51,146 shares 51,146 $18.4M 1.84% -50 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: 28,065 shares; 2025Q1: 27,824 shares; 2025Q2: 26,980 shares; 2025Q3: 27,355 shares; 2025Q4: 27,916 shares; 2026Q1: 27,945 shares; 2026Q2: 27,746 shares; 2026Q3: 30,655 shares 30,655 $16.9M 1.69% +2,909 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: 39,911 shares; 2025Q1: 42,162 shares; 2025Q2: 45,238 shares; 2025Q3: 47,982 shares; 2025Q4: 51,282 shares; 2026Q1: 58,003 shares; 2026Q2: 59,705 shares; 2026Q3: 63,883 shares 63,883 $16.7M 1.67% +4,178 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: 61,370 shares; 2025Q1: 62,799 shares; 2025Q2: 65,537 shares; 2025Q3: 71,201 shares; 2025Q4: 69,951 shares; 2026Q1: 64,917 shares; 2026Q2: 63,494 shares; 2026Q3: 61,298 shares 61,298 $16.2M 1.62% -2,196 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 143,665 shares; 2025Q1: 139,964 shares; 2025Q2: 144,620 shares; 2025Q3: 139,763 shares; 2025Q4: 249,142 shares; 2026Q1: 232,286 shares; 2026Q2: 228,618 shares; 2026Q3: 229,281 shares 229,281 $15.9M 1.59% +663 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: 10,936 shares; 2025Q1: 10,935 shares; 2025Q2: 11,001 shares; 2025Q3: 11,038 shares; 2025Q4: 10,925 shares; 2026Q1: 11,687 shares; 2026Q2: 12,363 shares; 2026Q3: 12,145 shares 12,145 $15.1M 1.51% -218 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: 9,544 shares; 2025Q1: 10,259 shares; 2025Q2: 11,028 shares; 2025Q3: 11,051 shares; 2025Q4: 11,535 shares; 2026Q1: 12,138 shares; 2026Q2: 12,835 shares; 2026Q3: 13,312 shares 13,312 $14.1M 1.41% +477 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,079 shares; 2025Q1: 17,183 shares; 2025Q2: 15,962 shares; 2025Q3: 16,527 shares; 2025Q4: 16,344 shares; 2026Q1: 15,837 shares; 2026Q2: 16,247 shares; 2026Q3: 16,409 shares 16,409 $14M 1.4% +162 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: 51,257 shares; 2025Q1: 51,024 shares; 2025Q2: 51,205 shares; 2025Q3: 51,305 shares; 2025Q4: 51,848 shares; 2026Q1: 51,726 shares; 2026Q2: 50,810 shares; 2026Q3: 48,709 shares 48,709 $13.4M 1.34% -2,101 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: 138,108 shares; 2025Q1: 131,716 shares; 2025Q2: 128,687 shares; 2025Q3: 128,743 shares; 2025Q4: 129,219 shares; 2026Q1: 130,385 shares; 2026Q2: 129,229 shares; 2026Q3: 127,544 shares 127,544 $13.3M 1.32% -1,685 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 192,528 shares; 2025Q1: 194,239 shares; 2025Q2: 191,474 shares; 2025Q3: 192,530 shares; 2025Q4: 190,502 shares; 2026Q1: 190,213 shares; 2026Q2: 187,697 shares; 2026Q3: 183,739 shares 183,739 $13.2M 1.32% -3,958 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: 193,527 shares; 2025Q1: 205,319 shares; 2025Q2: 233,282 shares; 2025Q3: 242,237 shares; 2025Q4: 228,072 shares; 2026Q1: 224,603 shares; 2026Q2: 225,984 shares; 2026Q3: 237,449 shares 237,449 $12.7M 1.27% +11,465 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: 34,118 shares; 2025Q1: 34,767 shares; 2025Q2: 35,377 shares; 2025Q3: 34,237 shares; 2025Q4: 32,594 shares; 2026Q1: 32,595 shares; 2026Q2: 34,043 shares; 2026Q3: 35,914 shares 35,914 $12.6M 1.26% +1,871 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: 39,153 shares; 2025Q1: 39,541 shares; 2025Q2: 40,825 shares; 2025Q3: 41,343 shares; 2025Q4: 42,292 shares; 2026Q1: 42,890 shares; 2026Q2: 42,433 shares; 2026Q3: 43,540 shares 43,540 $12M 1.19% +1,107 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: 32,303 shares; 2025Q1: 37,149 shares; 2025Q2: 61,455 shares; 2025Q3: 71,807 shares; 2025Q4: 89,591 shares; 2026Q1: 98,684 shares; 2026Q2: 128,684 shares; 2026Q3: 137,551 shares 137,551 $11.8M 1.18% +8,867 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: 25,562 shares; 2025Q1: 25,180 shares; 2025Q2: 25,687 shares; 2025Q3: 25,688 shares; 2025Q4: 26,697 shares; 2026Q1: 27,113 shares; 2026Q2: 28,421 shares; 2026Q3: 27,608 shares 27,608 $11.6M 1.16% -813 Timeline USTB 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: 164,787 shares; 2025Q1: 175,177 shares; 2025Q2: 169,898 shares; 2025Q3: 174,371 shares; 2025Q4: 190,774 shares; 2026Q1: 210,516 shares; 2026Q2: 221,722 shares; 2026Q3: 225,351 shares 225,351 $11.2M 1.12% +3,629 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: 20,204 shares; 2025Q1: 19,795 shares; 2025Q2: 21,575 shares; 2025Q3: 23,696 shares; 2025Q4: 24,519 shares; 2026Q1: 20,932 shares; 2026Q2: 26,164 shares; 2026Q3: 29,917 shares 29,917 $11M 1.1% +3,753 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: 65,026 shares; 2025Q1: 63,934 shares; 2025Q2: 35,756 shares; 2025Q3: 39,789 shares; 2025Q4: 57,060 shares; 2026Q1: 61,124 shares; 2026Q2: 62,038 shares; 2026Q3: 65,024 shares 65,024 $11M 1.09% +2,986 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 89,652 shares; 2025Q1: 90,907 shares; 2025Q2: 40,483 shares; 2025Q3: 49,153 shares; 2025Q4: 118,202 shares; 2026Q1: 169,584 shares; 2026Q2: 182,863 shares; 2026Q3: 167,068 shares 167,068 $10.3M 1.03% -15,795 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 137,512 shares; 2025Q1: 137,251 shares; 2025Q2: 139,276 shares; 2025Q3: 141,024 shares; 2025Q4: 139,037 shares; 2026Q1: 137,654 shares; 2026Q2: 126,900 shares; 2026Q3: 126,138 shares 126,138 $9.83M 0.98% -762 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: 102,623 shares; 2025Q1: 118,419 shares; 2025Q2: 132,095 shares; 2025Q3: 140,474 shares; 2025Q4: 147,960 shares; 2026Q1: 159,465 shares; 2026Q2: 164,586 shares; 2026Q3: 160,973 shares 160,973 $9.74M 0.97% -3,613 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: 22,658 shares; 2025Q1: 22,071 shares; 2025Q2: 23,638 shares; 2025Q3: 24,885 shares; 2025Q4: 26,368 shares; 2026Q1: 28,289 shares; 2026Q2: 29,333 shares; 2026Q3: 29,323 shares 29,323 $9.73M 0.97% -10 Timeline UITB 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: 133,914 shares; 2025Q1: 150,032 shares; 2025Q2: 151,484 shares; 2025Q3: 161,028 shares; 2025Q4: 181,155 shares; 2026Q1: 195,919 shares; 2026Q2: 207,262 shares; 2026Q3: 214,357 shares 214,357 $9.57M 0.96% +7,095 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: 73,593 shares; 2025Q1: 77,697 shares; 2025Q2: 165,989 shares; 2025Q3: 162,413 shares; 2025Q4: 164,948 shares; 2026Q1: 173,120 shares; 2026Q2: 187,389 shares; 2026Q3: 191,917 shares 191,917 $9.51M 0.95% +4,528 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: 29,401 shares; 2025Q1: 29,736 shares; 2025Q2: 30,235 shares; 2025Q3: 30,305 shares; 2025Q4: 29,747 shares; 2026Q1: 30,279 shares; 2026Q2: 29,301 shares; 2026Q3: 29,341 shares 29,341 $9.48M 0.95% +40 Timeline XLB 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: 36,226 shares; 2025Q1: 19,758 shares; 2025Q2: 20,182 shares; 2025Q3: 37,064 shares; 2025Q4: 84,998 shares; 2026Q1: 145,903 shares; 2026Q2: 176,882 shares; 2026Q3: 192,680 shares 192,680 $9.38M 0.94% +15,798 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,271 shares; 2025Q1: 39,602 shares; 2025Q2: 21,655 shares; 2025Q3: 26,927 shares; 2025Q4: 34,845 shares; 2026Q1: 37,499 shares; 2026Q2: 42,261 shares; 2026Q3: 43,129 shares 43,129 $9.08M 0.91% +868 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: 75,386 shares; 2025Q1: 76,590 shares; 2025Q2: 76,455 shares; 2025Q3: 76,079 shares; 2025Q4: 77,968 shares; 2026Q1: 77,832 shares; 2026Q2: 80,117 shares; 2026Q3: 80,141 shares 80,141 $8.96M 0.89% +24 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: 103,700 shares; 2025Q1: 105,706 shares; 2025Q2: 108,213 shares; 2025Q3: 112,085 shares; 2025Q4: 114,747 shares; 2026Q1: 112,770 shares; 2026Q2: 92,196 shares; 2026Q3: 88,242 shares 88,242 $8.72M 0.87% -3,954 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: 19,377 shares; 2025Q1: 21,489 shares; 2025Q2: 20,925 shares; 2025Q3: 22,591 shares; 2025Q4: 24,036 shares; 2026Q1: 26,042 shares; 2026Q2: 31,097 shares; 2026Q3: 31,422 shares 31,422 $8.55M 0.85% +325 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: 96,492 shares; 2025Q1: 97,682 shares; 2025Q2: 100,330 shares; 2025Q3: 99,664 shares; 2025Q4: 100,957 shares; 2026Q1: 99,127 shares; 2026Q2: 100,394 shares; 2026Q3: 99,167 shares 99,167 $8.54M 0.85% -1,227 Timeline SGOV 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: 180,867 shares; 2026Q2: 96,660 shares; 2026Q3: 84,467 shares 84,467 $8.5M 0.85% -12,193 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: 51,074 shares; 2025Q1: 52,409 shares; 2025Q2: 57,852 shares; 2025Q3: 72,469 shares; 2025Q4: 73,398 shares; 2026Q1: 72,354 shares; 2026Q2: 71,194 shares; 2026Q3: 68,809 shares 68,809 $8.27M 0.83% -2,385 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 434,754 shares; 2025Q1: 416,544 shares; 2025Q2: 402,888 shares; 2025Q3: 390,747 shares; 2025Q4: 374,479 shares; 2026Q1: 368,621 shares; 2026Q2: 336,253 shares; 2026Q3: 360,042 shares 360,042 $8.18M 0.82% +23,789 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: 37,142 shares; 2025Q1: 36,936 shares; 2025Q2: 39,179 shares; 2025Q3: 42,055 shares; 2025Q4: 36,071 shares; 2026Q1: 35,292 shares; 2026Q2: 34,827 shares; 2026Q3: 35,496 shares 35,496 $8.11M 0.81% +669 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,034 shares; 2025Q1: 53,359 shares; 2025Q2: 63,908 shares; 2025Q3: 69,619 shares; 2025Q4: 74,108 shares; 2026Q1: 107,724 shares; 2026Q2: 131,910 shares; 2026Q3: 144,261 shares 144,261 $8.08M 0.81% +12,351 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,089 shares; 2025Q1: 71,776 shares; 2025Q2: 44,456 shares; 2025Q3: 45,464 shares; 2025Q4: 44,609 shares; 2026Q1: 46,643 shares; 2026Q2: 47,647 shares; 2026Q3: 47,583 shares 47,583 $7.95M 0.79% -64 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 49,964 shares; 2025Q1: 53,606 shares; 2025Q2: 56,718 shares; 2025Q3: 61,748 shares; 2025Q4: 65,196 shares; 2026Q1: 65,035 shares; 2026Q2: 55,297 shares; 2026Q3: 58,142 shares 58,142 $7.86M 0.79% +2,845 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,319 shares; 2025Q1: 22,369 shares; 2025Q2: 26,197 shares; 2025Q3: 26,821 shares; 2025Q4: 29,552 shares; 2026Q1: 29,761 shares; 2026Q2: 32,530 shares; 2026Q3: 31,813 shares 31,813 $7.41M 0.74% -717 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: 57,792 shares; 2025Q1: 58,794 shares; 2025Q2: 52,511 shares; 2025Q3: 54,399 shares; 2025Q4: 59,572 shares; 2026Q1: 62,666 shares; 2026Q2: 61,802 shares; 2026Q3: 52,205 shares 52,205 $6.62M 0.66% -9,597 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: 86,358 shares; 2025Q1: 84,020 shares; 2025Q2: 83,465 shares; 2025Q3: 77,350 shares; 2025Q4: 65,646 shares; 2026Q1: 55,558 shares; 2026Q2: 50,327 shares; 2026Q3: 47,458 shares 47,458 $6.52M 0.65% -2,869 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: 133,378 shares; 2025Q1: 127,717 shares; 2025Q2: 128,109 shares; 2025Q3: 125,017 shares; 2025Q4: 116,431 shares; 2026Q1: 112,027 shares; 2026Q2: 111,780 shares; 2026Q3: 110,321 shares 110,321 $6.38M 0.64% -1,459 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: 50,674 shares; 2025Q1: 50,306 shares; 2025Q2: 48,977 shares; 2025Q3: 45,407 shares; 2025Q4: 45,465 shares; 2026Q1: 49,662 shares; 2026Q2: 63,689 shares; 2026Q3: 67,821 shares 67,821 $6.37M 0.64% +4,132 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: 23,314 shares; 2025Q1: 23,123 shares; 2025Q2: 24,110 shares; 2025Q3: 24,134 shares; 2025Q4: 21,939 shares; 2026Q1: 21,547 shares; 2026Q2: 21,063 shares; 2026Q3: 20,796 shares 20,796 $6.34M 0.63% -267 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: 40,440 shares; 2025Q1: 40,008 shares; 2025Q2: 40,021 shares; 2025Q3: 40,819 shares; 2025Q4: 42,640 shares; 2026Q1: 45,969 shares; 2026Q2: 41,701 shares; 2026Q3: 33,913 shares 33,913 $6.25M 0.62% -7,788 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: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 10,685 shares; 2025Q4: 10,895 shares; 2026Q1: 6,877 shares; 2026Q2: 6,055 shares; 2026Q3: 5,866 shares 5,866 $6.25M 0.62% -189 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,498 shares; 2025Q1: 2,508 shares; 2025Q2: 2,549 shares; 2025Q3: 2,557 shares; 2025Q4: 2,701 shares; 2026Q1: 2,708 shares; 2026Q2: 2,666 shares; 2026Q3: 2,198 shares 2,198 $6.22M 0.62% -468 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: 44,873 shares; 2025Q1: 44,734 shares; 2025Q2: 45,519 shares; 2025Q3: 45,368 shares; 2025Q4: 44,904 shares; 2026Q1: 47,778 shares; 2026Q2: 44,114 shares; 2026Q3: 41,032 shares 41,032 $5.96M 0.6% -3,082 Timeline XLY 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: 27,286 shares; 2025Q1: 27,352 shares; 2025Q2: 22,348 shares; 2025Q3: 25,735 shares; 2025Q4: 53,250 shares; 2026Q1: 53,701 shares; 2026Q2: 54,739 shares; 2026Q3: 53,937 shares 53,937 $5.87M 0.59% -802 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: 73,018 shares; 2025Q1: 91,496 shares; 2025Q2: 81,580 shares; 2025Q3: 68,284 shares; 2025Q4: 71,989 shares; 2026Q1: 93,021 shares; 2026Q2: 97,037 shares; 2026Q3: 93,455 shares 93,455 $5.83M 0.58% -3,582 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: 30,867 shares; 2025Q1: 28,793 shares; 2025Q2: 29,216 shares; 2025Q3: 28,922 shares; 2025Q4: 28,491 shares; 2026Q1: 28,117 shares; 2026Q2: 27,310 shares; 2026Q3: 26,049 shares 26,049 $5.73M 0.57% -1,261 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 64,975 shares; 2025Q1: 51,825 shares; 2025Q2: 58,129 shares; 2025Q3: 69,523 shares; 2025Q4: 83,432 shares; 2026Q1: 88,701 shares; 2026Q2: 92,077 shares; 2026Q3: 97,217 shares 97,217 $5.51M 0.55% +5,140 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: 27,746 shares; 2025Q1: 27,955 shares; 2025Q2: 28,507 shares; 2025Q3: 28,841 shares; 2025Q4: 29,554 shares; 2026Q1: 30,301 shares; 2026Q2: 29,170 shares; 2026Q3: 23,705 shares 23,705 $5.47M 0.55% -5,465 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: 69,512 shares; 2025Q1: 65,168 shares; 2025Q2: 73,697 shares; 2025Q3: 83,166 shares; 2025Q4: 179,681 shares; 2026Q1: 184,368 shares; 2026Q2: 190,022 shares; 2026Q3: 137,330 shares 137,330 $5.42M 0.54% -52,692 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: 25,072 shares; 2025Q1: 20,484 shares; 2025Q2: 23,248 shares; 2025Q3: 25,513 shares; 2025Q4: 29,310 shares; 2026Q1: 31,175 shares; 2026Q2: 32,091 shares; 2026Q3: 32,958 shares 32,958 $5.41M 0.54% +867 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42,445 shares; 2025Q1: 42,521 shares; 2025Q2: 43,715 shares; 2025Q3: 44,484 shares; 2025Q4: 44,550 shares; 2026Q1: 46,961 shares; 2026Q2: 48,843 shares; 2026Q3: 47,713 shares 47,713 $5.29M 0.53% -1,130 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: 4,438 shares; 2025Q1: 4,327 shares; 2025Q2: 64,971 shares; 2025Q3: 64,806 shares; 2025Q4: 67,288 shares; 2026Q1: 64,979 shares; 2026Q2: 65,535 shares; 2026Q3: 61,560 shares 61,560 $5.26M 0.53% -3,975 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: 17,183 shares; 2025Q1: 19,139 shares; 2025Q2: 21,463 shares; 2025Q3: 22,735 shares; 2025Q4: 23,070 shares; 2026Q1: 24,250 shares; 2026Q2: 24,594 shares; 2026Q3: 24,429 shares 24,429 $4.98M 0.5% -165 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,811 shares; 2025Q1: 43,653 shares; 2025Q2: 22,771 shares; 2025Q3: 41,005 shares; 2025Q4: 47,247 shares; 2026Q1: 47,182 shares; 2026Q2: 46,949 shares; 2026Q3: 49,692 shares 49,692 $4.94M 0.49% +2,743 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: 4,724 shares; 2025Q1: 2,493 shares; 2025Q2: 5,007 shares; 2025Q3: 7,493 shares; 2025Q4: 7,524 shares; 2026Q1: 8,518 shares; 2026Q2: 10,389 shares; 2026Q3: 17,346 shares 17,346 $4.82M 0.48% +6,957 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 56,331 shares; 2025Q1: 54,339 shares; 2025Q2: 66,021 shares; 2025Q3: 54,484 shares; 2025Q4: 105,351 shares; 2026Q1: 76,572 shares; 2026Q2: 63,298 shares; 2026Q3: 60,599 shares 60,599 $4.73M 0.47% -2,699 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: 59,878 shares; 2025Q1: 62,848 shares; 2025Q2: 66,393 shares; 2025Q3: 68,407 shares; 2025Q4: 74,270 shares; 2026Q1: 79,070 shares; 2026Q2: 56,404 shares; 2026Q3: 53,817 shares 53,817 $4.64M 0.46% -2,587 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,980 shares; 2025Q1: 23,913 shares; 2025Q2: 24,899 shares; 2025Q3: 27,778 shares; 2025Q4: 25,576 shares; 2026Q1: 25,220 shares; 2026Q2: 37,294 shares; 2026Q3: 89,804 shares 89,804 $4.53M 0.45% +52,510 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: 45,119 shares; 2025Q1: 45,847 shares; 2025Q2: 49,045 shares; 2025Q3: 50,405 shares; 2025Q4: 52,224 shares; 2026Q1: 55,477 shares; 2026Q2: 56,416 shares; 2026Q3: 55,899 shares 55,899 $4.51M 0.45% -517 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: 62,852 shares; 2025Q1: 64,857 shares; 2025Q2: 63,894 shares; 2025Q3: 66,534 shares; 2025Q4: 69,515 shares; 2026Q1: 63,328 shares; 2026Q2: 49,883 shares; 2026Q3: 42,491 shares 42,491 $4.46M 0.45% -7,392 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: 55,878 shares; 2025Q1: 55,452 shares; 2025Q2: 55,253 shares; 2025Q3: 53,355 shares; 2025Q4: 51,431 shares; 2026Q1: 52,980 shares; 2026Q2: 52,813 shares; 2026Q3: 52,139 shares 52,139 $4.45M 0.44% -674 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: 19,971 shares; 2025Q1: 19,805 shares; 2025Q2: 19,557 shares; 2025Q3: 17,128 shares; 2025Q4: 17,440 shares; 2026Q1: 16,381 shares; 2026Q2: 16,596 shares; 2026Q3: 16,762 shares 16,762 $4.18M 0.42% +166 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86,756 shares; 2025Q1: 92,735 shares; 2025Q2: 110,295 shares; 2025Q3: 127,799 shares; 2025Q4: 134,664 shares; 2026Q1: 130,320 shares; 2026Q2: 120,367 shares; 2026Q3: 103,740 shares 103,740 $4.07M 0.41% -16,627 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 76,396 shares; 2025Q1: 79,851 shares; 2025Q2: 84,223 shares; 2025Q3: 89,731 shares; 2025Q4: 99,655 shares; 2026Q1: 89,226 shares; 2026Q2: 67,019 shares; 2026Q3: 66,030 shares 66,030 $4.04M 0.4% -989 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,791 shares; 2025Q1: 33,153 shares; 2025Q2: 35,294 shares; 2025Q3: 36,421 shares; 2025Q4: 33,916 shares; 2026Q1: 33,646 shares; 2026Q2: 28,906 shares; 2026Q3: 27,465 shares 27,465 $3.77M 0.38% -1,441 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 884 shares; 2025Q1: 1,720 shares; 2025Q2: 1,918 shares; 2025Q3: 2,139 shares; 2025Q4: 3,299 shares; 2026Q1: 3,537 shares; 2026Q2: 7,257 shares; 2026Q3: 6,909 shares 6,909 $3.72M 0.37% -348 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: 41,142 shares; 2025Q1: 40,531 shares; 2025Q2: 40,509 shares; 2025Q3: 39,011 shares; 2025Q4: 38,929 shares; 2026Q1: 41,980 shares; 2026Q2: 38,201 shares; 2026Q3: 39,170 shares 39,170 $3.69M 0.37% +969 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: 7,126 shares; 2025Q1: 6,486 shares; 2025Q2: 5,776 shares; 2025Q3: 5,724 shares; 2025Q4: 5,745 shares; 2026Q1: 5,250 shares; 2026Q2: 5,159 shares; 2026Q3: 4,987 shares 4,987 $3.69M 0.37% -172 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: 14,250 shares; 2025Q1: 14,271 shares; 2025Q2: 14,926 shares; 2025Q3: 15,073 shares; 2025Q4: 15,460 shares; 2026Q1: 11,833 shares; 2026Q2: 12,171 shares; 2026Q3: 12,729 shares 12,729 $3.67M 0.37% +558 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 165,464 shares; 2025Q1: 170,070 shares; 2025Q2: 183,419 shares; 2025Q3: 197,685 shares; 2025Q4: 204,288 shares; 2026Q1: 204,902 shares; 2026Q2: 209,563 shares; 2026Q3: 202,578 shares 202,578 $3.45M 0.34% -6,985 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: 22,288 shares; 2025Q1: 22,153 shares; 2025Q2: 22,009 shares; 2025Q3: 21,584 shares; 2025Q4: 19,797 shares; 2026Q1: 14,682 shares; 2026Q2: 10,317 shares; 2026Q3: 12,866 shares 12,866 $3.32M 0.33% +2,549 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: 14,256 shares; 2026Q3: 15,104 shares 15,104 $3.19M 0.32% +848 Timeline XHB 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: 25,668 shares; 2025Q1: 24,899 shares; 2025Q2: 22,285 shares; 2025Q3: 22,868 shares; 2025Q4: 25,349 shares; 2026Q1: 26,210 shares; 2026Q2: 27,178 shares; 2026Q3: 32,446 shares 32,446 $3.12M 0.31% +5,268 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,231 shares; 2025Q4: 12,154 shares; 2026Q1: 18,748 shares; 2026Q2: 25,626 shares; 2026Q3: 30,631 shares 30,631 $2.88M 0.29% +5,005 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: 2,621 shares; 2025Q1: 2,411 shares; 2025Q2: 2,574 shares; 2025Q3: 3,162 shares; 2025Q4: 3,241 shares; 2026Q1: 3,404 shares; 2026Q2: 3,636 shares; 2026Q3: 3,754 shares 3,754 $2.88M 0.29% +118 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,190 shares; 2025Q1: 54,049 shares; 2025Q2: 46,305 shares; 2025Q3: 47,503 shares; 2025Q4: 45,995 shares; 2026Q1: 36,391 shares; 2026Q2: 26,386 shares; 2026Q3: 26,154 shares 26,154 $2.72M 0.27% -232 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: 25,414 shares; 2025Q1: 27,647 shares; 2025Q2: 24,372 shares; 2025Q3: 23,148 shares; 2025Q4: 23,034 shares; 2026Q1: 22,971 shares; 2026Q2: 16,236 shares; 2026Q3: 14,752 shares 14,752 $2.64M 0.26% -1,484 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: 1,812 shares; 2025Q1: 1,714 shares; 2025Q2: 1,806 shares; 2025Q3: 1,850 shares; 2025Q4: 2,138 shares; 2026Q1: 2,547 shares; 2026Q2: 2,862 shares; 2026Q3: 2,858 shares 2,858 $2.6M 0.26% -4 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: 2,061 shares; 2025Q1: 2,072 shares; 2025Q2: 1,949 shares; 2025Q3: 2,845 shares; 2025Q4: 3,001 shares; 2026Q1: 3,597 shares; 2026Q2: 3,532 shares; 2026Q3: 3,670 shares 3,670 $2.57M 0.26% +138 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,819 shares; 2025Q1: 35,831 shares; 2025Q2: 14,942 shares; 2025Q3: 21,638 shares; 2025Q4: 23,219 shares; 2026Q1: 27,749 shares; 2026Q2: 31,994 shares; 2026Q3: 32,405 shares 32,405 $2.54M 0.25% +411 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,165 shares; 2025Q1: 4,956 shares; 2025Q2: 7,150 shares; 2025Q3: 5,342 shares; 2025Q4: 5,388 shares; 2026Q1: 4,837 shares; 2026Q2: 5,984 shares; 2026Q3: 6,398 shares 6,398 $2.49M 0.25% +414 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,294 shares; 2025Q1: 46,708 shares; 2025Q2: 39,193 shares; 2025Q3: 34,920 shares; 2025Q4: 29,854 shares; 2026Q1: 27,995 shares; 2026Q2: 27,995 shares; 2026Q3: 28,245 shares 28,245 $2.36M 0.24% +250 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: 6,275 shares; 2025Q1: 6,358 shares; 2025Q2: 6,613 shares; 2025Q3: 6,373 shares; 2025Q4: 6,386 shares; 2026Q1: 6,387 shares; 2026Q2: 6,427 shares; 2026Q3: 6,308 shares 6,308 $2.24M 0.22% -119 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: 9,107 shares; 2025Q1: 8,916 shares; 2025Q2: 9,050 shares; 2025Q3: 9,156 shares; 2025Q4: 9,365 shares; 2026Q1: 10,105 shares; 2026Q2: 9,023 shares; 2026Q3: 7,798 shares 7,798 $2.22M 0.22% -1,225 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: 27,662 shares; 2025Q1: 26,976 shares; 2025Q2: 29,127 shares; 2025Q3: 27,845 shares; 2025Q4: 23,550 shares; 2026Q1: 23,499 shares; 2026Q2: 18,076 shares; 2026Q3: 18,521 shares 18,521 $2.2M 0.22% +445 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: 10,825 shares; 2025Q1: 10,830 shares; 2025Q2: 10,834 shares; 2025Q3: 14,262 shares; 2025Q4: 31,290 shares; 2026Q1: 15,950 shares; 2026Q2: 31,144 shares; 2026Q3: 39,042 shares 39,042 $2.13M 0.21% +7,898 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,755 shares; 2025Q1: 2,672 shares; 2025Q2: 2,673 shares; 2025Q3: 2,674 shares; 2025Q4: 2,682 shares; 2026Q1: 2,639 shares; 2026Q2: 2,566 shares; 2026Q3: 2,543 shares 2,543 $2.06M 0.21% -23 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,644 shares; 2025Q1: 19,452 shares; 2025Q2: 27,267 shares; 2025Q3: 16,091 shares; 2025Q4: 14,115 shares; 2026Q1: 13,631 shares; 2026Q2: 13,459 shares; 2026Q3: 13,196 shares 13,196 $1.94M 0.19% -263 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 12,280 shares; 2026Q1: 13,695 shares; 2026Q2: 15,760 shares; 2026Q3: 15,760 shares 15,760 $1.91M 0.19% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,280 shares; 2026Q2: 27,080 shares; 2026Q3: 29,215 shares 29,215 $1.86M 0.19% +2,135 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: 5,228 shares; 2025Q1: 5,261 shares; 2025Q2: 5,222 shares; 2025Q3: 5,332 shares; 2025Q4: 5,374 shares; 2026Q1: 5,374 shares; 2026Q2: 5,272 shares; 2026Q3: 5,422 shares 5,422 $1.85M 0.18% +150 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: 56 shares; 2025Q1: 56 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 2,337 shares; 2026Q1: 2,397 shares; 2026Q2: 1,801 shares; 2026Q3: 1,825 shares 1,825 $1.73M 0.17% +24 Timeline DAVE DAVE INC More: the full row for DAVE 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: 1,400 shares; 2026Q1: not reported; 2026Q2: 5,375 shares; 2026Q3: 5,377 shares 5,377 $1.73M 0.17% +2 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: 3,000 shares; 2025Q3: 3,030 shares; 2025Q4: 3,035 shares; 2026Q1: 3,125 shares; 2026Q2: 4,839 shares; 2026Q3: 4,756 shares 4,756 $1.72M 0.17% -83 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,371 shares 10,371 $1.69M 0.17% new Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6 shares; 2026Q2: 4,511 shares; 2026Q3: 4,941 shares 4,941 $1.64M 0.16% +430 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,700 shares; 2025Q3: 21,565 shares; 2025Q4: 21,565 shares; 2026Q1: 20,725 shares; 2026Q2: 20,725 shares; 2026Q3: 20,825 shares 20,825 $1.55M 0.16% +100 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,600 shares; 2026Q2: 6,600 shares; 2026Q3: 6,600 shares 6,600 $1.53M 0.15% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,125 shares; 2026Q2: 8,310 shares; 2026Q3: 8,471 shares 8,471 $1.53M 0.15% +161 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,222 shares; 2025Q1: 36,947 shares; 2025Q2: 43,657 shares; 2025Q3: 42,832 shares; 2025Q4: 44,982 shares; 2026Q1: 44,982 shares; 2026Q2: 49,982 shares; 2026Q3: 49,982 shares 49,982 $1.51M 0.15% 0 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: 2,348 shares; 2025Q1: 2,316 shares; 2025Q2: 2,721 shares; 2025Q3: 2,975 shares; 2025Q4: 3,202 shares; 2026Q1: 3,218 shares; 2026Q2: 3,214 shares; 2026Q3: 3,282 shares 3,282 $1.5M 0.15% +68 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: 70 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 1,146 shares; 2026Q1: 316 shares; 2026Q2: 1,207 shares; 2026Q3: 1,285 shares 1,285 $1.49M 0.15% +78 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 21,115 shares; 2026Q2: 23,765 shares; 2026Q3: 24,165 shares 24,165 $1.47M 0.15% +400 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,683 shares; 2025Q1: 8,794 shares; 2025Q2: 8,085 shares; 2025Q3: 8,024 shares; 2025Q4: 7,910 shares; 2026Q1: 8,507 shares; 2026Q2: 12,512 shares; 2026Q3: 9,267 shares 9,267 $1.46M 0.15% -3,245 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,480 shares; 2025Q4: 1,505 shares; 2026Q1: 2,080 shares; 2026Q2: 1,990 shares; 2026Q3: 7,060 shares 7,060 $1.44M 0.14% +5,070 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: 2,204 shares; 2025Q1: 2,182 shares; 2025Q2: 2,025 shares; 2025Q3: 2,076 shares; 2025Q4: 1,951 shares; 2026Q1: 1,885 shares; 2026Q2: 1,877 shares; 2026Q3: 1,829 shares 1,829 $1.39M 0.14% -48 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,547 shares; 2025Q1: 12,562 shares; 2025Q2: 12,596 shares; 2025Q3: 12,241 shares; 2025Q4: 12,257 shares; 2026Q1: 12,274 shares; 2026Q2: 15,897 shares; 2026Q3: 23,829 shares 23,829 $1.39M 0.14% +7,932 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 133,895 shares; 2025Q1: 129,355 shares; 2025Q2: 130,864 shares; 2025Q3: 134,425 shares; 2025Q4: 141,335 shares; 2026Q1: 110,683 shares; 2026Q2: 55,123 shares; 2026Q3: 30,233 shares 30,233 $1.37M 0.14% -24,890 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: 32,556 shares; 2025Q1: 32,406 shares; 2025Q2: 32,930 shares; 2025Q3: 32,034 shares; 2025Q4: 22,323 shares; 2026Q1: 19,172 shares; 2026Q2: 13,576 shares; 2026Q3: 13,906 shares 13,906 $1.35M 0.14% +330 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,130 shares; 2026Q1: 5,330 shares; 2026Q2: 5,309 shares; 2026Q3: 5,412 shares 5,412 $1.31M 0.13% +103 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: 6,005 shares; 2025Q1: 9,005 shares; 2025Q2: 9,305 shares; 2025Q3: 9,505 shares; 2025Q4: 10,005 shares; 2026Q1: 10,205 shares; 2026Q2: 11,670 shares; 2026Q3: 11,220 shares 11,220 $1.3M 0.13% -450 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: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 3,220 shares; 2026Q3: 15,144 shares 15,144 $1.28M 0.13% +11,924 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: 701 shares; 2025Q1: 702 shares; 2025Q2: 703 shares; 2025Q3: 721 shares; 2025Q4: 715 shares; 2026Q1: 715 shares; 2026Q2: 9,056 shares; 2026Q3: 9,386 shares 9,386 $1.22M 0.12% +330 Timeline MRX MAREX GROUP LTD More: the full row for MAREX GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 17,000 shares 17,000 $1.19M 0.12% new Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 24,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,000 shares; 2026Q3: 38,000 shares 38,000 $1.17M 0.12% 0 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: 6,287 shares; 2025Q1: 5,877 shares; 2025Q2: 5,733 shares; 2025Q3: 5,476 shares; 2025Q4: 8,400 shares; 2026Q1: 8,053 shares; 2026Q2: 5,442 shares; 2026Q3: 5,203 shares 5,203 $1.15M 0.12% -239 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,880 shares; 2026Q3: 4,830 shares 4,830 $1.1M 0.11% -1,050 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: 3,335 shares; 2025Q1: 3,466 shares; 2025Q2: 3,433 shares; 2025Q3: 3,279 shares; 2025Q4: 3,280 shares; 2026Q1: 7,230 shares; 2026Q2: 5,077 shares; 2026Q3: 5,232 shares 5,232 $1.07M 0.11% +155 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 5,609 shares; 2026Q3: 5,612 shares 5,612 $1.06M 0.11% +3 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: 561 shares; 2025Q1: 626 shares; 2025Q2: 730 shares; 2025Q3: 813 shares; 2025Q4: 811 shares; 2026Q1: 866 shares; 2026Q2: 4,183 shares; 2026Q3: 1,604 shares 1,604 $1.05M 0.11% -2,579 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 11,182 shares; 2026Q2: 35,382 shares; 2026Q3: 35,382 shares 35,382 $1.04M 0.1% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,077 shares; 2025Q1: 3,826 shares; 2025Q2: 3,616 shares; 2025Q3: 3,823 shares; 2025Q4: 5,920 shares; 2026Q1: 4,889 shares; 2026Q2: 5,000 shares; 2026Q3: 4,888 shares 4,888 $1.02M 0.1% -112 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,096 shares; 2026Q2: 19,096 shares; 2026Q3: 19,096 shares 19,096 $1M 0.1% 0 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: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares; 2026Q1: 5,550 shares; 2026Q2: 5,550 shares; 2026Q3: 5,550 shares 5,550 $997K 0.1% 0 Timeline FIVN FIVE9 INC More: the full row for FIVE9 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: 29,040 shares 29,040 $988K 0.1% new 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: 3,364 shares; 2025Q1: 4,452 shares; 2025Q2: 6,221 shares; 2025Q3: 6,207 shares; 2025Q4: 5,992 shares; 2026Q1: 4,899 shares; 2026Q2: 2,599 shares; 2026Q3: 4,810 shares 4,810 $938K 0.09% +2,211 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 3,051 shares; 2026Q2: 3,021 shares; 2026Q3: 3,016 shares 3,016 $932K 0.09% -5 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $913K 0.09% 0 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: 5,988 shares; 2025Q1: 1,567 shares; 2025Q2: 7,480 shares; 2025Q3: 7,491 shares; 2025Q4: 7,423 shares; 2026Q1: 7,810 shares; 2026Q2: 1,410 shares; 2026Q3: 1,462 shares 1,462 $894K 0.09% +52 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,980 shares 13,980 $893K 0.09% new 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: 1,710 shares; 2025Q1: 1,674 shares; 2025Q2: 3,866 shares; 2025Q3: 1,213 shares; 2025Q4: 1,227 shares; 2026Q1: 1,342 shares; 2026Q2: 737 shares; 2026Q3: 4,671 shares 4,671 $874K 0.09% +3,934 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: 7,871 shares; 2025Q1: 9,197 shares; 2025Q2: 9,319 shares; 2025Q3: 9,390 shares; 2025Q4: 12,898 shares; 2026Q1: 20,157 shares; 2026Q2: 20,147 shares; 2026Q3: 18,782 shares 18,782 $870K 0.09% -1,365 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,200 shares; 2025Q4: 4,800 shares; 2026Q1: 4,590 shares; 2026Q2: 7,983 shares; 2026Q3: 7,775 shares 7,775 $789K 0.08% -208 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: 389 shares; 2025Q1: 377 shares; 2025Q2: 409 shares; 2025Q3: 1,479 shares; 2025Q4: 1,982 shares; 2026Q1: 3,752 shares; 2026Q2: 4,744 shares; 2026Q3: 5,730 shares 5,730 $780K 0.08% +986 Timeline URTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75,786 shares; 2025Q1: 27,577 shares; 2025Q2: 22,289 shares; 2025Q3: 16,990 shares; 2025Q4: 12,266 shares; 2026Q1: 12,037 shares; 2026Q2: 11,865 shares; 2026Q3: 11,627 shares 11,627 $779K 0.08% -238 Timeline WCPB NORTHERN LTS FD TR II More: the full row for NORTHERN LTS 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: 1,608 shares; 2026Q1: 14,211 shares; 2026Q2: 22,795 shares; 2026Q3: 32,173 shares 32,173 $779K 0.08% +9,378 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: 662 shares; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 1,126 shares; 2025Q4: 3,662 shares; 2026Q1: 9,337 shares; 2026Q2: 10,937 shares; 2026Q3: 10,937 shares 10,937 $772K 0.08% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: not reported; 2026Q2: 950 shares; 2026Q3: 2,860 shares 2,860 $753K 0.08% +1,910 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 901 shares; 2025Q1: 962 shares; 2025Q2: 862 shares; 2025Q3: 832 shares; 2025Q4: 873 shares; 2026Q1: 767 shares; 2026Q2: 776 shares; 2026Q3: 2,835 shares 2,835 $751K 0.07% +2,059 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 3,600 shares; 2025Q3: 3,700 shares; 2025Q4: 3,701 shares; 2026Q1: 1 shares; 2026Q2: not reported; 2026Q3: 2,200 shares 2,200 $747K 0.07% new Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 7,800 shares; 2026Q3: 7,800 shares 7,800 $743K 0.07% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,124 shares; 2026Q3: 4,655 shares 4,655 $721K 0.07% -9,469 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,336 shares; 2025Q1: 1,345 shares; 2025Q2: 1,372 shares; 2025Q3: 1,366 shares; 2025Q4: 1,359 shares; 2026Q1: 1,368 shares; 2026Q2: 1,374 shares; 2026Q3: 1,393 shares 1,393 $709K 0.07% +19 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: 6,152 shares; 2025Q1: 8,775 shares; 2025Q2: 4,561 shares; 2025Q3: 5,065 shares; 2025Q4: 4,825 shares; 2026Q1: 2,634 shares; 2026Q2: 2,643 shares; 2026Q3: 4,679 shares 4,679 $694K 0.07% +2,036 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: 1,715 shares; 2025Q1: 1,715 shares; 2025Q2: 1,787 shares; 2025Q3: 1,790 shares; 2025Q4: 1,830 shares; 2026Q1: 1,948 shares; 2026Q2: 2,034 shares; 2026Q3: 2,004 shares 2,004 $663K 0.07% -30 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: 204 shares; 2025Q1: 204 shares; 2025Q2: 820 shares; 2025Q3: 205 shares; 2025Q4: 1,050 shares; 2026Q1: 1,846 shares; 2026Q2: 1,686 shares; 2026Q3: 4,940 shares 4,940 $662K 0.07% +3,254 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,700 shares; 2025Q1: 6,716 shares; 2025Q2: 6,086 shares; 2025Q3: 6,391 shares; 2025Q4: 6,579 shares; 2026Q1: 9,005 shares; 2026Q2: 9,355 shares; 2026Q3: 9,313 shares 9,313 $647K 0.06% -42 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,500 shares 3,500 $624K 0.06% new 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: 32,257 shares; 2025Q1: 33,687 shares; 2025Q2: 33,392 shares; 2025Q3: 32,401 shares; 2025Q4: 31,074 shares; 2026Q1: 23,999 shares; 2026Q2: 13,305 shares; 2026Q3: 13,069 shares 13,069 $606K 0.06% -236 Timeline ARGX ARGENX SE More: the full row for ARGENX SE 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: 145 shares; 2026Q2: 1,323 shares; 2026Q3: 632 shares 632 $606K 0.06% -691 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION 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: 1,320 shares; 2026Q3: 34,320 shares 34,320 $601K 0.06% +33,000 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: 135 shares; 2025Q1: 135 shares; 2025Q2: 169 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 335 shares; 2026Q2: 2,260 shares; 2026Q3: 2,934 shares 2,934 $565K 0.06% +674 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: 3,218 shares; 2025Q1: 3,185 shares; 2025Q2: 3,161 shares; 2025Q3: 3,161 shares; 2025Q4: 3,166 shares; 2026Q1: 3,134 shares; 2026Q2: 2,988 shares; 2026Q3: 2,916 shares 2,916 $556K 0.06% -72 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 47,297 shares; 2025Q1: 44,716 shares; 2025Q2: 48,764 shares; 2025Q3: 38,507 shares; 2025Q4: 30,018 shares; 2026Q1: 33,897 shares; 2026Q2: 34,030 shares; 2026Q3: 27,622 shares 27,622 $551K 0.06% -6,408 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,738 shares; 2025Q1: 11,738 shares; 2025Q2: 11,738 shares; 2025Q3: 11,738 shares; 2025Q4: 11,738 shares; 2026Q1: 11,738 shares; 2026Q2: 11,738 shares; 2026Q3: 11,738 shares 11,738 $539K 0.05% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 419 shares; 2026Q2: 17 shares; 2026Q3: 6,217 shares 6,217 $536K 0.05% +6,200 Timeline RXL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,640 shares; 2025Q1: 8,670 shares; 2025Q2: 8,640 shares; 2025Q3: 8,789 shares; 2025Q4: 9,201 shares; 2026Q1: 9,238 shares; 2026Q2: 9,239 shares; 2026Q3: 9,076 shares 9,076 $535K 0.05% -163 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: 15,177 shares; 2025Q1: 18,741 shares; 2025Q2: 18,415 shares; 2025Q3: 15,014 shares; 2025Q4: 12,383 shares; 2026Q1: 12,020 shares; 2026Q2: 8,349 shares; 2026Q3: 6,578 shares 6,578 $533K 0.05% -1,771 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 18,680 shares; 2026Q1: 9,295 shares; 2026Q2: 9,695 shares; 2026Q3: 9,695 shares 9,695 $501K 0.05% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,956 shares; 2025Q1: 39,903 shares; 2025Q2: 40,454 shares; 2025Q3: 42,037 shares; 2025Q4: 43,464 shares; 2026Q1: 37,330 shares; 2026Q2: 15,595 shares; 2026Q3: 8,498 shares 8,498 $488K 0.05% -7,097 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: 974 shares; 2025Q1: 967 shares; 2025Q2: 1,017 shares; 2025Q3: 987 shares; 2025Q4: 1,036 shares; 2026Q1: 1,020 shares; 2026Q2: 987 shares; 2026Q3: 974 shares 974 $485K 0.05% -13 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 262 shares; 2025Q1: 238 shares; 2025Q2: 105 shares; 2025Q3: 8,570 shares; 2025Q4: 11,570 shares; 2026Q1: 14,230 shares; 2026Q2: 15,230 shares; 2026Q3: 13,750 shares 13,750 $484K 0.05% -1,480 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 90 shares; 2026Q3: 4,122 shares 4,122 $475K 0.05% +4,032 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: 2,816 shares; 2025Q1: 2,757 shares; 2025Q2: 2,751 shares; 2025Q3: 2,693 shares; 2025Q4: 2,687 shares; 2026Q1: 2,687 shares; 2026Q2: 2,680 shares; 2026Q3: 2,547 shares 2,547 $474K 0.05% -133 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,873 shares; 2025Q1: 1,552 shares; 2025Q2: 1,553 shares; 2025Q3: 1,544 shares; 2025Q4: 1,534 shares; 2026Q1: 1,533 shares; 2026Q2: 1,535 shares; 2026Q3: 1,554 shares 1,554 $472K 0.05% +19 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: 10,277 shares; 2025Q1: 6,862 shares; 2025Q2: 6,862 shares; 2025Q3: 7,332 shares; 2025Q4: 7,242 shares; 2026Q1: 7,772 shares; 2026Q2: 7,362 shares; 2026Q3: 7,069 shares 7,069 $472K 0.05% -293 Timeline SKHY SK HYNIX INC More: the full row for SK HYNIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,472 shares 2,472 $455K 0.05% new 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: 12,546 shares; 2025Q1: 12,648 shares; 2025Q2: 12,722 shares; 2025Q3: 12,354 shares; 2025Q4: 12,393 shares; 2026Q1: 12,428 shares; 2026Q2: 12,159 shares; 2026Q3: 12,190 shares 12,190 $434K 0.04% +31 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: 1,011 shares; 2026Q3: 2,847 shares 2,847 $429K 0.04% +1,836 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: 18,925 shares; 2025Q1: 15,195 shares; 2025Q2: 11,282 shares; 2025Q3: 8,364 shares; 2025Q4: 5,327 shares; 2026Q1: 5,295 shares; 2026Q2: 4,976 shares; 2026Q3: 3,665 shares 3,665 $414K 0.04% -1,311 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: 222 shares; 2025Q1: 222 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 230 shares; 2026Q2: 237 shares; 2026Q3: 237 shares 237 $410K 0.04% 0 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: 3,180 shares; 2025Q2: 3,209 shares; 2025Q3: 3,508 shares; 2025Q4: 3,096 shares; 2026Q1: 6,260 shares; 2026Q2: 7,193 shares; 2026Q3: 8,814 shares 8,814 $403K 0.04% +1,621 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: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,100 shares; 2025Q4: 1,175 shares; 2026Q1: 1,179 shares; 2026Q2: 1,179 shares; 2026Q3: 1,210 shares 1,210 $397K 0.04% +31 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: 941 shares; 2025Q1: 945 shares; 2025Q2: 948 shares; 2025Q3: 951 shares; 2025Q4: 954 shares; 2026Q1: 957 shares; 2026Q2: 959 shares; 2026Q3: 994 shares 994 $394K 0.04% +35 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: 257 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 286 shares; 2026Q2: 361 shares; 2026Q3: 1,021 shares 1,021 $389K 0.04% +660 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: 180 shares; 2025Q1: 183 shares; 2025Q2: 180 shares; 2025Q3: 380 shares; 2025Q4: 395 shares; 2026Q1: 390 shares; 2026Q2: 390 shares; 2026Q3: 897 shares 897 $365K 0.04% +507 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 57,669 shares; 2025Q1: 31,189 shares; 2025Q2: 13,639 shares; 2025Q3: 13,951 shares; 2025Q4: 9,249 shares; 2026Q1: 9,015 shares; 2026Q2: 2,485 shares; 2026Q3: 2,420 shares 2,420 $358K 0.04% -65 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,884 shares; 2025Q1: 7,667 shares; 2025Q2: 7,999 shares; 2025Q3: 7,701 shares; 2025Q4: 8,880 shares; 2026Q1: 9,799 shares; 2026Q2: 10,724 shares; 2026Q3: 10,985 shares 10,985 $357K 0.04% +261 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: 4,289 shares; 2025Q1: 4,600 shares; 2025Q2: 5,299 shares; 2025Q3: 5,600 shares; 2025Q4: 3,627 shares; 2026Q1: 1,573 shares; 2026Q2: 471 shares; 2026Q3: 1,021 shares 1,021 $357K 0.04% +550 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,790 shares; 2025Q4: 3,790 shares; 2026Q1: 3,590 shares; 2026Q2: 3,540 shares; 2026Q3: 3,538 shares 3,538 $353K 0.04% -2 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,675 shares; 2026Q2: 1,675 shares; 2026Q3: 2,175 shares 2,175 $349K 0.03% +500 Timeline ROG ROGERS CORP More: the full row for ROGERS 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: 2,200 shares 2,200 $337K 0.03% new 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: 141 shares; 2025Q1: 141 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 149 shares; 2026Q1: 164 shares; 2026Q2: 167 shares; 2026Q3: 183 shares 183 $332K 0.03% +16 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: not reported; 2026Q3: 1,121 shares 1,121 $328K 0.03% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 871 shares; 2026Q2: 435 shares; 2026Q3: 1,498 shares 1,498 $324K 0.03% +1,063 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,492 shares; 2025Q1: 8,763 shares; 2025Q2: 8,087 shares; 2025Q3: 7,877 shares; 2025Q4: 6,896 shares; 2026Q1: 8,059 shares; 2026Q2: 2,555 shares; 2026Q3: 1,713 shares 1,713 $314K 0.03% -842 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,967 shares; 2025Q1: 4,968 shares; 2025Q2: 4,969 shares; 2025Q3: 4,969 shares; 2025Q4: 4,972 shares; 2026Q1: 4,926 shares; 2026Q2: 4,572 shares; 2026Q3: 4,568 shares 4,568 $308K 0.03% -4 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,846 shares; 2025Q1: 1,846 shares; 2025Q2: 1,846 shares; 2025Q3: 1,846 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares; 2026Q2: 1,879 shares; 2026Q3: 1,885 shares 1,885 $307K 0.03% +6 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: 2,190 shares; 2025Q1: 2,190 shares; 2025Q2: 2,190 shares; 2025Q3: 2,240 shares; 2025Q4: 2,190 shares; 2026Q1: 1,900 shares; 2026Q2: 1,661 shares; 2026Q3: 1,654 shares 1,654 $304K 0.03% -7 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: 604 shares; 2025Q1: 3,754 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 591 shares; 2026Q1: 552 shares; 2026Q2: 539 shares; 2026Q3: 2,034 shares 2,034 $296K 0.03% +1,495 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL 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: 43,500 shares; 2025Q4: not reported; 2026Q1: 75 shares; 2026Q2: 75 shares; 2026Q3: 9,100 shares 9,100 $287K 0.03% +9,025 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS 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: 10,770 shares 10,770 $285K 0.03% new 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: not reported; 2025Q3: 8,240 shares; 2025Q4: 8,240 shares; 2026Q1: 5,300 shares; 2026Q2: 3,325 shares; 2026Q3: 4,080 shares 4,080 $284K 0.03% +755 Timeline DUSL 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: 10,800 shares; 2025Q1: 5,775 shares; 2025Q2: 5,775 shares; 2025Q3: 4,755 shares; 2025Q4: 4,570 shares; 2026Q1: 3,890 shares; 2026Q2: 3,890 shares; 2026Q3: 3,825 shares 3,825 $284K 0.03% -65 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: 1,564 shares; 2025Q1: 1,579 shares; 2025Q2: 1,170 shares; 2025Q3: 1,154 shares; 2025Q4: 5,261 shares; 2026Q1: 5,228 shares; 2026Q2: 5,147 shares; 2026Q3: 4,063 shares 4,063 $283K 0.03% -1,084 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL 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: 3,400 shares; 2026Q1: 5,300 shares; 2026Q2: 5,500 shares; 2026Q3: 5,500 shares 5,500 $282K 0.03% 0 Timeline OUST OUSTER INC More: the full row for OUSTER 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: 29,200 shares; 2026Q3: 6,928 shares 6,928 $279K 0.03% -22,272 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,325 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares; 2026Q2: 1,525 shares; 2026Q3: 1,525 shares 1,525 $273K 0.03% 0 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: 7,300 shares; 2025Q1: 790 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 5 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,700 shares 3,700 $272K 0.03% new 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: 3,000 shares; 2026Q3: 4,500 shares 4,500 $272K 0.03% +1,500 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,000 shares; 2026Q1: 1,440 shares; 2026Q2: 1,390 shares; 2026Q3: 1,390 shares 1,390 $264K 0.03% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 819 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 731 shares; 2026Q1: 727 shares; 2026Q2: 727 shares; 2026Q3: 740 shares 740 $263K 0.03% +13 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: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 391 shares; 2025Q4: 394 shares; 2026Q1: 394 shares; 2026Q2: 494 shares; 2026Q3: 510 shares 510 $261K 0.03% +16 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS 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: 2,023 shares; 2026Q2: 2,023 shares; 2026Q3: 2,023 shares 2,023 $254K 0.03% 0 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,000 shares; 2025Q1: 13,000 shares; 2025Q2: 21,999 shares; 2025Q3: 20,999 shares; 2025Q4: 20,999 shares; 2026Q1: 20,999 shares; 2026Q2: 21,099 shares; 2026Q3: 20,999 shares 20,999 $244K 0.02% -100 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 4,220 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares; 2026Q3: 20,120 shares 20,120 $232K 0.02% +20,000 Timeline ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,200 shares 13,200 $230K 0.02% new 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: 1,330 shares; 2025Q1: 1,260 shares; 2025Q2: 860 shares; 2025Q3: 1,040 shares; 2025Q4: 1,141 shares; 2026Q1: 1,041 shares; 2026Q2: 1,078 shares; 2026Q3: 1,248 shares 1,248 $229K 0.02% +170 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,104 shares; 2025Q1: 3,486 shares; 2025Q2: 3,346 shares; 2025Q3: 3,607 shares; 2025Q4: 4,572 shares; 2026Q1: 3,372 shares; 2026Q2: 3,051 shares; 2026Q3: 2,951 shares 2,951 $228K 0.02% -100 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,250 shares; 2025Q1: 2,920 shares; 2025Q2: 2,840 shares; 2025Q3: 2,559 shares; 2025Q4: 2,559 shares; 2026Q1: 2,559 shares; 2026Q2: 2,559 shares; 2026Q3: 2,559 shares 2,559 $225K 0.02% 0 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: 1,382 shares; 2025Q1: 982 shares; 2025Q2: 918 shares; 2025Q3: 919 shares; 2025Q4: 764 shares; 2026Q1: 698 shares; 2026Q2: 2,787 shares; 2026Q3: 2,743 shares 2,743 $215K 0.02% -44 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,602 shares; 2025Q1: 3,602 shares; 2025Q2: 3,602 shares; 2025Q3: 6,002 shares; 2025Q4: 6,002 shares; 2026Q1: 6,002 shares; 2026Q2: 6,002 shares; 2026Q3: 6,002 shares 6,002 $214K 0.02% 0 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: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 417 shares; 2026Q1: 417 shares; 2026Q2: 401 shares; 2026Q3: 413 shares 413 $213K 0.02% +12 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 27,750 shares; 2026Q1: 6,590 shares; 2026Q2: 6,590 shares; 2026Q3: 6,590 shares 6,590 $210K 0.02% 0 Timeline URSP PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,405 shares; 2025Q4: 7,124 shares; 2026Q1: 7,124 shares; 2026Q2: 4,587 shares; 2026Q3: 4,411 shares 4,411 $208K 0.02% -176 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 187 shares; 2026Q2: 380 shares; 2026Q3: 745 shares 745 $206K 0.02% +365 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: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 101 shares; 2026Q2: 1,010 shares; 2026Q3: 1,032 shares 1,032 $201K 0.02% +22 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: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,244 shares; 2026Q2: 1,253 shares; 2026Q3: 1,272 shares 1,272 $199K 0.02% +19 Timeline DPST 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: 12,723 shares; 2025Q1: 3,196 shares; 2025Q2: 3,594 shares; 2025Q3: 3,736 shares; 2025Q4: 2,754 shares; 2026Q1: 1,854 shares; 2026Q2: 1,799 shares; 2026Q3: 1,799 shares 1,799 $197K 0.02% 0 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: 979 shares; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 990 shares; 2026Q1: 1,021 shares; 2026Q2: 909 shares; 2026Q3: 1,061 shares 1,061 $197K 0.02% +152 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: 68,271 shares; 2025Q1: 64,289 shares; 2025Q2: 57,053 shares; 2025Q3: 45,142 shares; 2025Q4: 33,523 shares; 2026Q1: 23,631 shares; 2026Q2: 9,007 shares; 2026Q3: 6,093 shares 6,093 $196K 0.02% -2,914 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,843 shares; 2025Q1: 6,743 shares; 2025Q2: 6,493 shares; 2025Q3: 6,245 shares; 2025Q4: 8,210 shares; 2026Q1: 6,510 shares; 2026Q2: 5,570 shares; 2026Q3: 5,145 shares 5,145 $195K 0.02% -425 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: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 582 shares; 2025Q4: 598 shares; 2026Q1: 449 shares; 2026Q2: 458 shares; 2026Q3: 481 shares 481 $191K 0.02% +23 Timeline JSI 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares; 2026Q2: 4,998 shares; 2026Q3: 3,743 shares 3,743 $187K 0.02% -1,255 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: 246 shares; 2025Q1: 246 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 397 shares; 2026Q2: 601 shares; 2026Q3: 634 shares 634 $178K 0.02% +33 Timeline MNSB MAINSTREET BANCSHARES INC More: the full row for MAINSTREET BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 529 shares; 2025Q1: 532 shares; 2025Q2: 534 shares; 2025Q3: 537 shares; 2025Q4: 540 shares; 2026Q1: 542 shares; 2026Q2: 545 shares; 2026Q3: 7,109 shares 7,109 $176K 0.02% +6,564 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: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 683 shares; 2026Q1: 683 shares; 2026Q2: 682 shares; 2026Q3: 682 shares 682 $174K 0.02% 0 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: 870 shares; 2025Q1: 870 shares; 2025Q2: 5,495 shares; 2025Q3: 14,543 shares; 2025Q4: 15,777 shares; 2026Q1: 16,027 shares; 2026Q2: 1,720 shares; 2026Q3: 1,767 shares 1,767 $173K 0.02% +47 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,085 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,875 shares; 2025Q4: 3,725 shares; 2026Q1: 3,150 shares; 2026Q2: 2,700 shares; 2026Q3: 2,700 shares 2,700 $170K 0.02% 0 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,475 shares; 2025Q1: 11,641 shares; 2025Q2: 3,305 shares; 2025Q3: 3,305 shares; 2025Q4: 1,913 shares; 2026Q1: 1,264 shares; 2026Q2: 1,264 shares; 2026Q3: 1,206 shares 1,206 $169K 0.02% -58 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: 2,081 shares; 2026Q2: 582 shares; 2026Q3: 384 shares 384 $169K 0.02% -198 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,355 shares; 2025Q1: 8,374 shares; 2025Q2: 8,785 shares; 2025Q3: 8,785 shares; 2025Q4: 8,785 shares; 2026Q1: 8,785 shares; 2026Q2: 8,475 shares; 2026Q3: 8,475 shares 8,475 $168K 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: 3,071 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,102 shares; 2026Q1: 3,102 shares; 2026Q2: 3,050 shares; 2026Q3: 3,050 shares 3,050 $166K 0.02% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 542 shares; 2026Q1: 1,639 shares; 2026Q2: 1,639 shares; 2026Q3: 1,639 shares 1,639 $160K 0.02% 0 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 5,000 shares; 2025Q3: 7,600 shares; 2025Q4: 8,000 shares; 2026Q1: 7,100 shares; 2026Q2: 4,400 shares; 2026Q3: 4,400 shares 4,400 $158K 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 306 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $157K 0.02% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,043 shares; 2026Q1: 3,416 shares; 2026Q2: 3,249 shares; 2026Q3: 2,770 shares 2,770 $156K 0.02% -479 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89 shares; 2025Q3: 850 shares; 2025Q4: 602 shares; 2026Q1: 423 shares; 2026Q2: 323 shares; 2026Q3: 413 shares 413 $155K 0.02% +90 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 3,231 shares; 2026Q1: 3,229 shares; 2026Q2: 3,234 shares; 2026Q3: 2,929 shares 2,929 $154K 0.02% -305 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,035 shares; 2026Q2: 2,005 shares; 2026Q3: 2,005 shares 2,005 $151K 0.02% 0 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 3,621 shares; 2026Q2: 3,621 shares; 2026Q3: 3,621 shares 3,621 $150K 0.02% 0 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: 770 shares; 2025Q1: 770 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 770 shares; 2026Q1: 770 shares; 2026Q2: 770 shares; 2026Q3: 906 shares 906 $146K 0.01% +136 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: 200 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 900 shares; 2025Q4: 925 shares; 2026Q1: 525 shares; 2026Q2: 547 shares; 2026Q3: 644 shares 644 $146K 0.01% +97 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,182 shares; 2025Q1: 3,782 shares; 2025Q2: 3,782 shares; 2025Q3: 3,782 shares; 2025Q4: 3,309 shares; 2026Q1: 3,307 shares; 2026Q2: 3,307 shares; 2026Q3: 3,307 shares 3,307 $145K 0.01% 0 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: 585 shares; 2025Q1: 585 shares; 2025Q2: 2,485 shares; 2025Q3: 6,085 shares; 2025Q4: 2,286 shares; 2026Q1: 586 shares; 2026Q2: 932 shares; 2026Q3: 745 shares 745 $144K 0.01% -187 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $144K 0.01% 0 Timeline TBBB BBB FOODS INC More: the full row for BBB FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,240 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 2,196 shares; 2026Q3: 2,696 shares 2,696 $142K 0.01% +500 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: 27,685 shares; 2025Q1: 30,858 shares; 2025Q2: 31,957 shares; 2025Q3: 39,080 shares; 2025Q4: 44,739 shares; 2026Q1: 40,537 shares; 2026Q2: 9,950 shares; 2026Q3: 4,390 shares 4,390 $137K 0.01% -5,560 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 224 shares; 2025Q3: 424 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 471 shares; 2026Q3: 477 shares 477 $137K 0.01% +6 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: 139 shares; 2025Q2: 139 shares; 2025Q3: 159 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 462 shares; 2026Q3: 518 shares 518 $137K 0.01% +56 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: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,771 shares; 2026Q1: 1,655 shares; 2026Q2: 1,888 shares; 2026Q3: 1,888 shares 1,888 $136K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,354 shares; 2025Q1: 1,279 shares; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,229 shares; 2026Q1: 1,229 shares; 2026Q2: 1,229 shares; 2026Q3: 1,204 shares 1,204 $134K 0.01% -25 Timeline SCHG 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: 3,086 shares; 2025Q1: 2,896 shares; 2025Q2: 2,960 shares; 2025Q3: 3,014 shares; 2025Q4: 3,268 shares; 2026Q1: 3,276 shares; 2026Q2: 3,732 shares; 2026Q3: 3,712 shares 3,712 $133K 0.01% -20 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: 61 shares; 2025Q1: 61 shares; 2025Q2: 154 shares; 2025Q3: 154 shares; 2025Q4: 166 shares; 2026Q1: 162 shares; 2026Q2: 186 shares; 2026Q3: 310 shares 310 $133K 0.01% +124 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 4,400 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares; 2026Q2: 6,600 shares; 2026Q3: 3,600 shares 3,600 $131K 0.01% -3,000 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,320 shares; 2026Q2: 1,320 shares; 2026Q3: 1,320 shares 1,320 $129K 0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares; 2026Q3: 2,350 shares 2,350 $129K 0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 394 shares; 2025Q1: 394 shares; 2025Q2: 394 shares; 2025Q3: 943 shares; 2025Q4: 943 shares; 2026Q1: 943 shares; 2026Q2: 1,928 shares; 2026Q3: 1,431 shares 1,431 $128K 0.01% -497 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 375 shares; 2026Q2: 375 shares; 2026Q3: 302 shares 302 $128K 0.01% -73 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,194 shares; 2025Q1: 8,024 shares; 2025Q2: 10,358 shares; 2025Q3: 13,716 shares; 2025Q4: 15,690 shares; 2026Q1: 22,355 shares; 2026Q2: 18,226 shares; 2026Q3: 7,020 shares 7,020 $127K 0.01% -11,206 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: 168 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 253 shares; 2025Q4: 226 shares; 2026Q1: 222 shares; 2026Q2: 219 shares; 2026Q3: 227 shares 227 $122K 0.01% +8 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: 135 shares; 2025Q1: 139 shares; 2025Q2: 136 shares; 2025Q3: 186 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 338 shares; 2026Q3: 391 shares 391 $122K 0.01% +53 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: 2,698 shares; 2025Q1: 2,989 shares; 2025Q2: 2,193 shares; 2025Q3: 1,400 shares; 2025Q4: 1,409 shares; 2026Q1: 4,988 shares; 2026Q2: 4,200 shares; 2026Q3: 4,249 shares 4,249 $121K 0.01% +49 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,117 shares; 2025Q1: 15,390 shares; 2025Q2: 12,285 shares; 2025Q3: 10,306 shares; 2025Q4: 8,125 shares; 2026Q1: 5,255 shares; 2026Q2: 3,003 shares; 2026Q3: 4,583 shares 4,583 $120K 0.01% +1,580 Timeline SCHO 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: 15,583 shares; 2025Q1: 12,619 shares; 2025Q2: 12,409 shares; 2025Q3: 10,966 shares; 2025Q4: 7,628 shares; 2026Q1: 7,048 shares; 2026Q2: 7,048 shares; 2026Q3: 5,029 shares 5,029 $120K 0.01% -2,019 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: 1,673 shares; 2025Q1: 1,576 shares; 2025Q2: 1,381 shares; 2025Q3: 1,385 shares; 2025Q4: 1,397 shares; 2026Q1: 1,400 shares; 2026Q2: 1,397 shares; 2026Q3: 1,428 shares 1,428 $118K 0.01% +31 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: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,315 shares; 2026Q1: 1,315 shares; 2026Q2: 1,355 shares; 2026Q3: 1,355 shares 1,355 $118K 0.01% 0 Timeline BIB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,656 shares; 2025Q1: 5,626 shares; 2025Q2: 997 shares; 2025Q3: 997 shares; 2025Q4: 997 shares; 2026Q1: 997 shares; 2026Q2: 1,022 shares; 2026Q3: 1,022 shares 1,022 $118K 0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,855 shares; 2025Q1: 19,742 shares; 2025Q2: 19,852 shares; 2025Q3: 13,207 shares; 2025Q4: 11,793 shares; 2026Q1: 11,930 shares; 2026Q2: 11,867 shares; 2026Q3: 11,689 shares 11,689 $116K 0.01% -178 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,020 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 840 shares; 2026Q2: 865 shares; 2026Q3: 830 shares 830 $114K 0.01% -35 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 100 shares; 2026Q3: 550 shares 550 $110K 0.01% +450 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares; 2026Q3: 4,100 shares 4,100 $109K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 189 shares; 2026Q1: 219 shares; 2026Q2: 216 shares; 2026Q3: 239 shares 239 $108K 0.01% +23 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: 999 shares; 2025Q1: 1,003 shares; 2025Q2: 1,007 shares; 2025Q3: 1,011 shares; 2025Q4: 1,071 shares; 2026Q1: 1,075 shares; 2026Q2: 1,078 shares; 2026Q3: 1,082 shares 1,082 $107K 0.01% +4 Timeline ERX DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,725 shares; 2025Q1: 2,898 shares; 2025Q2: 1,638 shares; 2025Q3: 1,037 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares; 2026Q2: 1,037 shares; 2026Q3: 1,042 shares 1,042 $105K 0.01% +5 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,040 shares; 2025Q3: 1,000 shares; 2025Q4: 2,045 shares; 2026Q1: 3,045 shares; 2026Q2: 3,045 shares; 2026Q3: 3,561 shares 3,561 $103K 0.01% +516 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 53 shares; 2025Q4: 50 shares; 2026Q1: 21,215 shares; 2026Q2: 2,950 shares; 2026Q3: 2,120 shares 2,120 $103K 0.01% -830 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: 492 shares; 2025Q1: 492 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 440 shares; 2026Q3: 440 shares 440 $103K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $101K 0.01% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 542 shares; 2026Q2: 542 shares; 2026Q3: 542 shares 542 $99.1K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,831 shares; 2025Q1: 3,831 shares; 2025Q2: 4,045 shares; 2025Q3: 4,061 shares; 2025Q4: 3,843 shares; 2026Q1: 3,973 shares; 2026Q2: 3,973 shares; 2026Q3: 4,024 shares 4,024 $98.2K 0.01% +51 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,990 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares; 2026Q3: 5,191 shares 5,191 $98.1K 0.01% +91 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: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,160 shares; 2025Q3: 3,160 shares; 2025Q4: 3,166 shares; 2026Q1: 3,166 shares; 2026Q2: 3,160 shares; 2026Q3: 3,199 shares 3,199 $96.5K 0.01% +39 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 435 shares; 2026Q2: 767 shares; 2026Q3: 767 shares 767 $96.1K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 77 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 270 shares; 2026Q3: 335 shares 335 $95.6K 0.01% +65 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares; 2026Q3: 1,700 shares 1,700 $95.4K 0.01% 0 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: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares; 2026Q2: 1,170 shares; 2026Q3: 1,170 shares 1,170 $94.6K 0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,040 shares; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares; 2026Q3: 1,040 shares 1,040 $94.5K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 451 shares; 2025Q4: 460 shares; 2026Q1: 460 shares; 2026Q2: 470 shares; 2026Q3: 694 shares 694 $90.2K 0.01% +224 Timeline SPTM 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: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 976 shares; 2025Q4: 976 shares; 2026Q1: 976 shares; 2026Q2: 976 shares; 2026Q3: 976 shares 976 $89.8K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,346 shares; 2025Q1: 5,451 shares; 2025Q2: 5,451 shares; 2025Q3: 5,291 shares; 2025Q4: 261 shares; 2026Q1: 331 shares; 2026Q2: 331 shares; 2026Q3: 331 shares 331 $89K 0.01% 0 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,247 shares; 2025Q1: 3,247 shares; 2025Q2: 3,247 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares; 2026Q1: 3,203 shares; 2026Q2: 3,203 shares; 2026Q3: 3,203 shares 3,203 $89K 0.01% 0 Timeline QCLN 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: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,311 shares; 2026Q2: 1,820 shares; 2026Q3: 1,820 shares 1,820 $87.9K 0.01% 0 Timeline ETON ETON PHARMACEUTICALS INC More: the full row for ETON 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: 1,200 shares; 2026Q3: 1,700 shares 1,700 $87.5K 0.01% +500 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 79 shares; 2025Q3: 51 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 126 shares; 2026Q3: 130 shares 130 $87.3K 0.01% +4 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 355 shares; 2025Q1: 357 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 362 shares; 2026Q1: 352 shares; 2026Q2: 626 shares; 2026Q3: 588 shares 588 $87.1K 0.01% -38 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $86.9K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,046 shares; 2025Q1: 9,188 shares; 2025Q2: 9,757 shares; 2025Q3: 18,722 shares; 2025Q4: 15,676 shares; 2026Q1: 14,178 shares; 2026Q2: 4,265 shares; 2026Q3: 2,451 shares 2,451 $86.8K 0.01% -1,814 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,483 shares; 2025Q1: 23,883 shares; 2025Q2: 23,883 shares; 2025Q3: 21,291 shares; 2025Q4: 24,091 shares; 2026Q1: 21,291 shares; 2026Q2: 21,291 shares; 2026Q3: 21,291 shares 21,291 $86.7K 0.01% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 450 shares; 2026Q2: 450 shares; 2026Q3: 457 shares 457 $85.6K 0.01% +7 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 506 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $85.5K 0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 3,950 shares; 2026Q2: 890 shares; 2026Q3: 1,165 shares 1,165 $85.2K 0.01% +275 Timeline BLLN BILLIONTOONE INC More: the full row for BILLIONTOONE 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: 500 shares; 2026Q3: 800 shares 800 $85.2K 0.01% +300 Timeline APEI AMERICAN PUB ED INC More: the full row for AMERICAN PUB ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $84.4K 0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $83.6K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 126 shares; 2025Q3: 126 shares; 2025Q4: 627 shares; 2026Q1: 1,776 shares; 2026Q2: 1,176 shares; 2026Q3: 1,176 shares 1,176 $82.9K 0.01% 0 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: 1,326 shares; 2025Q1: 1,321 shares; 2025Q2: 1,190 shares; 2025Q3: 1,664 shares; 2025Q4: 1,625 shares; 2026Q1: 53 shares; 2026Q2: 61 shares; 2026Q3: 114 shares 114 $82.7K 0.01% +53 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 301 shares; 2026Q1: 301 shares; 2026Q2: 300 shares; 2026Q3: 305 shares 305 $82.4K 0.01% +5 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L 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: 593 shares; 2026Q1: 593 shares; 2026Q2: 1,835 shares; 2026Q3: 1,835 shares 1,835 $81.4K 0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares; 2026Q2: 1,720 shares; 2026Q3: 1,720 shares 1,720 $81K 0.01% 0 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,094 shares; 2025Q1: 11,192 shares; 2025Q2: 9,681 shares; 2025Q3: 7,234 shares; 2025Q4: 7,283 shares; 2026Q1: 5,827 shares; 2026Q2: 4,864 shares; 2026Q3: 4,664 shares 4,664 $80.3K 0.01% -200 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,585 shares; 2025Q4: 450 shares; 2026Q1: 495 shares; 2026Q2: 495 shares; 2026Q3: 650 shares 650 $79.4K 0.01% +155 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: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 73 shares; 2026Q1: 86 shares; 2026Q2: 88 shares; 2026Q3: 88 shares 88 $79.2K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 499 shares; 2025Q3: 849 shares; 2025Q4: 849 shares; 2026Q1: 849 shares; 2026Q2: 849 shares; 2026Q3: 956 shares 956 $77.6K 0.01% +107 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: 901 shares 901 $76.8K 0.01% new 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: 686 shares; 2025Q1: 726 shares; 2025Q2: 654 shares; 2025Q3: 658 shares; 2025Q4: 775 shares; 2026Q1: 778 shares; 2026Q2: 771 shares; 2026Q3: 819 shares 819 $76.5K 0.01% +48 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: not reported; 2025Q1: not reported; 2025Q2: 312 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 615 shares; 2026Q3: 788 shares 788 $76.3K 0.01% +173 Timeline EDC 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: 3,570 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 995 shares; 2025Q4: 995 shares; 2026Q1: 995 shares; 2026Q2: 995 shares; 2026Q3: 995 shares 995 $76.3K 0.01% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares; 2026Q2: 1,280 shares; 2026Q3: 1,280 shares 1,280 $73.2K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 810 shares; 2026Q1: 810 shares; 2026Q2: 810 shares; 2026Q3: 810 shares 810 $72.6K 0.01% 0 Timeline MIDU 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: 12,277 shares; 2025Q1: 42,827 shares; 2025Q2: 4,733 shares; 2025Q3: 14,500 shares; 2025Q4: 3,682 shares; 2026Q1: 3,811 shares; 2026Q2: 1,369 shares; 2026Q3: 1,219 shares 1,219 $72.1K 0.01% -150 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: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,140 shares; 2026Q2: 1,155 shares; 2026Q3: 1,140 shares 1,140 $72.1K 0.01% -15 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: 1,241 shares; 2025Q1: 596 shares; 2025Q2: 336 shares; 2025Q3: 887 shares; 2025Q4: 857 shares; 2026Q1: 757 shares; 2026Q2: 729 shares; 2026Q3: 729 shares 729 $68.9K 0.01% 0 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,255 shares; 2026Q3: 2,735 shares 2,735 $68.9K 0.01% +480 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: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares; 2026Q3: 204 shares 204 $67.8K 0.01% 0 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: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 305 shares 305 $67.6K 0.01% +5 Timeline KARO KAROOOOO LTD More: the full row for KAROOOOO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 940 shares; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $66K 0.01% 0 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 1,150 shares; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $65.8K 0.01% 0 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: 187 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 252 shares; 2026Q1: 245 shares; 2026Q2: 224 shares; 2026Q3: 228 shares 228 $65K 0.01% +4 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: 1,236 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 702 shares; 2025Q4: 703 shares; 2026Q1: 882 shares; 2026Q2: 945 shares; 2026Q3: 945 shares 945 $64.2K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62 shares; 2026Q3: 64 shares 64 $64K 0.01% +2 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 256 shares; 2025Q1: 256 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 260 shares; 2026Q2: 260 shares; 2026Q3: 260 shares 260 $64K 0.01% 0 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: 1,095 shares; 2025Q1: 1,095 shares; 2025Q2: 1,095 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,095 shares; 2026Q2: 1,095 shares; 2026Q3: 1,145 shares 1,145 $62.4K 0.01% +50 Timeline PACS PACS GROUP INC More: the full row for PACS 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: 300 shares; 2026Q1: 300 shares; 2026Q2: 800 shares; 2026Q3: 1,500 shares 1,500 $62.3K 0.01% +700 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,249 shares; 2025Q1: 1,264 shares; 2025Q2: 1,286 shares; 2025Q3: 1,309 shares; 2025Q4: 1,347 shares; 2026Q1: 1,361 shares; 2026Q2: 1,381 shares; 2026Q3: 1,402 shares 1,402 $61.9K 0.01% +21 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 944 shares; 2025Q4: 744 shares; 2026Q1: 744 shares; 2026Q2: 744 shares; 2026Q3: 744 shares 744 $61.7K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 35 shares; 2026Q2: 37 shares; 2026Q3: 37 shares 37 $61.2K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 666 shares; 2025Q1: 671 shares; 2025Q2: 677 shares; 2025Q3: 659 shares; 2025Q4: 559 shares; 2026Q1: 654 shares; 2026Q2: 656 shares; 2026Q3: 776 shares 776 $60.5K 0.01% +120 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: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 57 shares; 2025Q4: not reported; 2026Q1: 260 shares; 2026Q2: 260 shares; 2026Q3: 260 shares 260 $60.1K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 489 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares; 2026Q2: 489 shares; 2026Q3: 489 shares 489 $59.6K 0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 14,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $59.2K 0.01% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 50 shares; 2026Q1: 1,263 shares; 2026Q2: 2,503 shares; 2026Q3: 120 shares 120 $59K 0.01% -2,383 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $58.8K 0.01% 0 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM 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: 10,285 shares; 2026Q3: 685 shares 685 $58.6K 0.01% -9,600 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares; 2026Q3: 280 shares 280 $57.9K 0.01% +273 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 615 shares; 2026Q3: 615 shares 615 $57.9K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 725 shares; 2025Q3: not reported; 2025Q4: 47 shares; 2026Q1: 47 shares; 2026Q2: 47 shares; 2026Q3: 53 shares 53 $57.4K 0.01% +6 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 3,235 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 410 shares; 2026Q2: 420 shares; 2026Q3: 320 shares 320 $57.4K 0.01% -100 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,640 shares; 2025Q1: 15,800 shares; 2025Q2: 16,050 shares; 2025Q3: 15,000 shares; 2025Q4: 15,150 shares; 2026Q1: 15,990 shares; 2026Q2: 16,060 shares; 2026Q3: 16,260 shares 16,260 $56.3K 0.01% +200 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,040 shares; 2025Q1: 1,040 shares; 2025Q2: 1,040 shares; 2025Q3: 1,040 shares; 2025Q4: 1,047 shares; 2026Q1: 1,047 shares; 2026Q2: 1,040 shares; 2026Q3: 1,040 shares 1,040 $55.9K 0.01% 0 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 499 shares; 2025Q4: 504 shares; 2026Q1: 500 shares; 2026Q2: 450 shares; 2026Q3: 450 shares 450 $55.8K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 394 shares; 2026Q1: 260 shares; 2026Q2: 208 shares; 2026Q3: 209 shares 209 $55.6K 0.01% +1 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 432 shares; 2026Q3: 440 shares 440 $55.3K 0.01% +8 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC 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: 205 shares; 2026Q3: 205 shares 205 $54.8K 0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,070 shares; 2025Q1: 1,310 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 2 shares; 2026Q2: 50 shares; 2026Q3: 100 shares 100 $54.2K 0.01% +50 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 488 shares; 2025Q4: 488 shares; 2026Q1: 471 shares; 2026Q2: 471 shares; 2026Q3: 471 shares 471 $53.5K 0.01% 0 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: 220 shares; 2025Q1: 361 shares; 2025Q2: 318 shares; 2025Q3: 324 shares; 2025Q4: 395 shares; 2026Q1: 558 shares; 2026Q2: 598 shares; 2026Q3: 703 shares 703 $53.2K 0.01% +105 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: not reported; 2025Q1: not reported; 2025Q2: 136 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,648 shares; 2026Q2: 550 shares; 2026Q3: 550 shares 550 $52.2K 0.01% 0 Timeline QQEW 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares; 2026Q2: 321 shares; 2026Q3: 321 shares 321 $52.2K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: 451 shares; 2026Q3: 464 shares 464 $51.5K 0.01% +13 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 27 shares; 2026Q1: 22 shares; 2026Q2: 50 shares; 2026Q3: 53 shares 53 $51.5K 0.01% +3 Timeline BITU PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 788 shares; 2025Q1: 703 shares; 2025Q2: 10,080 shares; 2025Q3: 6,555 shares; 2025Q4: 1,825 shares; 2026Q1: 2,721 shares; 2026Q2: 3,030 shares; 2026Q3: 3,382 shares 3,382 $51.4K 0.01% +352 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: 269 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 180 shares; 2026Q3: 180 shares 180 $51.2K 0.01% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS 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: 23 shares; 2026Q2: 40 shares; 2026Q3: 159 shares 159 $51.1K 0.01% +119 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 835 shares; 2026Q2: 835 shares; 2026Q3: 835 shares 835 $50.8K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 737 shares; 2025Q1: 860 shares; 2025Q2: 4,860 shares; 2025Q3: 712 shares; 2025Q4: 714 shares; 2026Q1: 719 shares; 2026Q2: 717 shares; 2026Q3: 733 shares 733 $50.2K 0.01% +16 Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH 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: 2,500 shares 2,500 $49.7K <0.01% new 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: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 220 shares; 2026Q2: 210 shares; 2026Q3: 210 shares 210 $49.5K <0.01% 0 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,020 shares; 2026Q2: 2,120 shares; 2026Q3: 2,120 shares 2,120 $49.1K <0.01% 0 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: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 50 shares; 2026Q2: 61 shares; 2026Q3: 65 shares 65 $49K <0.01% +4 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares; 2026Q3: 320 shares 320 $48.5K <0.01% 0 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 1,527 shares; 2025Q3: 1,527 shares; 2025Q4: 1,442 shares; 2026Q1: 1,442 shares; 2026Q2: 1,517 shares; 2026Q3: 1,517 shares 1,517 $48.4K <0.01% 0 Timeline LIF LIFE360 INC More: the full row for LIFE360 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: 1,000 shares; 2026Q2: 1,200 shares; 2026Q3: 1,200 shares 1,200 $48.3K <0.01% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 393 shares; 2026Q2: 393 shares; 2026Q3: 393 shares 393 $48.2K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares; 2026Q3: 110 shares 110 $46.9K <0.01% -28 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: 335 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 366 shares; 2026Q1: 366 shares; 2026Q2: 175 shares; 2026Q3: 210 shares 210 $46.7K <0.01% +35 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $46.5K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 415 shares; 2026Q3: 415 shares 415 $45.7K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 236 shares; 2025Q3: 755 shares; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: 452 shares; 2026Q3: 452 shares 452 $45.7K <0.01% 0 Timeline FITE 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: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 370 shares; 2026Q2: 370 shares; 2026Q3: 403 shares 403 $44.7K <0.01% +33 Timeline RFG 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: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares; 2026Q3: 750 shares 750 $44.4K <0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 666 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares; 2026Q3: 420 shares 420 $43.1K <0.01% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $42.1K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 365 shares; 2026Q3: 365 shares 365 $40.9K <0.01% 0 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO 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: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $40.8K <0.01% 0 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,325 shares; 2025Q4: 435 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $39.6K <0.01% 0 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 200 shares; 2025Q4: 705 shares; 2026Q1: 505 shares; 2026Q2: 505 shares; 2026Q3: 505 shares 505 $39.4K <0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $39.3K <0.01% 0 Timeline GOOGM ALPHABET INC More: the full row for ALPHABET 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: 800 shares; 2026Q3: 800 shares 800 $39.3K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 168 shares; 2026Q3: 168 shares 168 $38.8K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 203 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares; 2026Q3: 137 shares 137 $38.8K <0.01% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,500 shares; 2025Q1: 4,395 shares; 2025Q2: 2,470 shares; 2025Q3: 1,370 shares; 2025Q4: 1,370 shares; 2026Q1: 1,370 shares; 2026Q2: 570 shares; 2026Q3: 570 shares 570 $38.7K <0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 61 shares; 2026Q1: 61 shares; 2026Q2: 55 shares; 2026Q3: 80 shares 80 $38K <0.01% +25 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 561 shares; 2026Q1: 561 shares; 2026Q2: 560 shares; 2026Q3: 560 shares 560 $37.7K <0.01% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 310 shares 310 $37.7K <0.01% new Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares; 2026Q3: 450 shares 450 $37.6K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC 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 $37.2K <0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 332 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 332 shares; 2026Q2: 332 shares; 2026Q3: 342 shares 342 $37K <0.01% +10 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,280 shares; 2026Q3: 189 shares 189 $36.8K <0.01% -4,091 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 56 shares; 2026Q1: 60 shares; 2026Q2: not reported; 2026Q3: 105 shares 105 $36.5K <0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 108 shares; 2025Q3: 208 shares; 2025Q4: 214 shares; 2026Q1: 264 shares; 2026Q2: 258 shares; 2026Q3: 153 shares 153 $36.3K <0.01% -105 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES 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: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $36.2K <0.01% 0 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: 85 shares; 2025Q1: 85 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 178 shares; 2026Q1: 178 shares; 2026Q2: 86 shares; 2026Q3: 101 shares 101 $36K <0.01% +15 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 696 shares; 2025Q1: 529 shares; 2025Q2: 293 shares; 2025Q3: 296 shares; 2025Q4: 296 shares; 2026Q1: 210 shares; 2026Q2: 217 shares; 2026Q3: 224 shares 224 $36K <0.01% +7 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 116 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 94 shares; 2026Q2: 94 shares; 2026Q3: 94 shares 94 $35.9K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares; 2026Q3: 235 shares 235 $35.7K <0.01% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares; 2026Q3: 200 shares 200 $35.2K <0.01% 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: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 357 shares; 2026Q3: 357 shares 357 $35.2K <0.01% 0 Timeline KINS KINGSTONE COS INC More: the full row for KINGSTONE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $35.2K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 35 shares; 2026Q1: 533 shares; 2026Q2: 1,033 shares; 2026Q3: 35 shares 35 $35K <0.01% -998 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 335 shares; 2026Q3: 335 shares 335 $34.8K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 112 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 129 shares; 2026Q3: 125 shares 125 $34.8K <0.01% -4 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 227 shares 227 $34.4K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 123 shares; 2026Q2: 823 shares; 2026Q3: 786 shares 786 $34.3K <0.01% -37 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 20 shares; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $34.2K <0.01% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 2,000 shares; 2025Q4: 3,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares; 2026Q3: 4,000 shares 4,000 $33.8K <0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,200 shares; 2025Q1: 3,183 shares; 2025Q2: 5,872 shares; 2025Q3: 865 shares; 2025Q4: 529 shares; 2026Q1: 456 shares; 2026Q2: 116 shares; 2026Q3: 636 shares 636 $33.4K <0.01% +520 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS 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: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $33.4K <0.01% 0 Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $32.4K <0.01% 0 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL 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: 2,000 shares; 2026Q3: 2,000 shares 2,000 $32.4K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 53 shares; 2025Q4: 61 shares; 2026Q1: 128 shares; 2026Q2: 117 shares; 2026Q3: 217 shares 217 $32.3K <0.01% +100 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 4,490 shares; 2025Q4: 4,491 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 184 shares 184 $32.2K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $32.2K <0.01% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 39,500 shares; 2026Q3: 1,500 shares 1,500 $32K <0.01% -38,000 Timeline UYM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,881 shares; 2026Q2: 1,200 shares; 2026Q3: 1,200 shares 1,200 $31.9K <0.01% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares; 2026Q3: 12,000 shares 12,000 $31.8K <0.01% 0 Timeline FSMD 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: 645 shares; 2026Q1: 645 shares; 2026Q2: 645 shares; 2026Q3: 645 shares 645 $31.7K <0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC 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: 157 shares 157 $31.3K <0.01% +7 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: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 254 shares; 2025Q4: 250 shares; 2026Q1: 478 shares; 2026Q2: 458 shares; 2026Q3: 536 shares 536 $31K <0.01% +78 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 225 shares; 2025Q3: 226 shares; 2025Q4: 226 shares; 2026Q1: 227 shares; 2026Q2: 227 shares; 2026Q3: 228 shares 228 $30.9K <0.01% +1 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 95 shares 95 $30.7K <0.01% -5 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 410 shares; 2026Q2: 410 shares; 2026Q3: 410 shares 410 $30.5K <0.01% 0 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS 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: 90 shares; 2026Q1: 90 shares; 2026Q2: not reported; 2026Q3: 1,800 shares 1,800 $30.4K <0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 221 shares; 2026Q1: 511 shares; 2026Q2: 221 shares; 2026Q3: 221 shares 221 $30.4K <0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 108 shares; 2026Q1: 108 shares; 2026Q2: 111 shares; 2026Q3: 115 shares 115 $30.3K <0.01% +4 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares; 2026Q3: 2,010 shares 2,010 $29.7K <0.01% +10 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares; 2026Q3: 207 shares 207 $29.4K <0.01% +7 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 800 shares; 2026Q3: 800 shares 800 $29.4K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 445 shares; 2026Q2: 450 shares; 2026Q3: 453 shares 453 $29.3K <0.01% +3 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65 shares; 2025Q4: 48 shares; 2026Q1: 48 shares; 2026Q2: 48 shares; 2026Q3: 48 shares 48 $29.2K <0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 124 shares; 2025Q3: 120 shares; 2025Q4: 121 shares; 2026Q1: 131 shares; 2026Q2: 60 shares; 2026Q3: 60 shares 60 $29K <0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares; 2026Q3: 360 shares 360 $29K <0.01% 0 Timeline SAA PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 840 shares; 2026Q2: 900 shares; 2026Q3: 914 shares 914 $28.8K <0.01% +14 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: 150 shares; 2025Q1: 126 shares; 2025Q2: 76 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 53 shares; 2026Q2: 54 shares; 2026Q3: 56 shares 56 $28.7K <0.01% +2 Timeline FDMT 4D MOLECULAR THERAPEUTICS IN More: the full row for 4D MOLECULAR THERAPEUTICS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,000 shares 2,000 $28.6K <0.01% new Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 500 shares; 2025Q4: 1,000 shares; 2026Q1: 2,000 shares; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $28.3K <0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 903 shares; 2026Q2: 903 shares; 2026Q3: 903 shares 903 $28.2K <0.01% 0 Timeline JNK 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: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 315 shares; 2025Q4: 315 shares; 2026Q1: 302 shares; 2026Q2: 302 shares; 2026Q3: 302 shares 302 $28K <0.01% 0 Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,875 shares 1,875 $27.7K <0.01% new 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: 34 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 260 shares; 2025Q4: 232 shares; 2026Q1: 112 shares; 2026Q2: 111 shares; 2026Q3: 116 shares 116 $27.5K <0.01% +5 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 544 shares; 2026Q2: 544 shares; 2026Q3: 544 shares 544 $27.3K <0.01% 0 Timeline SCHX 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: 2,242 shares; 2025Q4: 902 shares; 2026Q1: 902 shares; 2026Q2: 902 shares; 2026Q3: 902 shares 902 $27.1K <0.01% 0 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: 550 shares; 2025Q1: 550 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 75 shares; 2026Q3: 173 shares 173 $26.6K <0.01% +98 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares; 2026Q2: 335 shares; 2026Q3: 632 shares 632 $26.6K <0.01% +297 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 941 shares; 2026Q1: 5 shares; 2026Q2: not reported; 2026Q3: 104 shares 104 $26.4K <0.01% new Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 531 shares; 2025Q1: 535 shares; 2025Q2: 541 shares; 2025Q3: 549 shares; 2025Q4: 555 shares; 2026Q1: 560 shares; 2026Q2: 565 shares; 2026Q3: 571 shares 571 $26.2K <0.01% +6 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 268 shares; 2026Q1: 268 shares; 2026Q2: 268 shares; 2026Q3: 268 shares 268 $26.1K <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: 302 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 302 shares; 2026Q1: 302 shares; 2026Q2: 302 shares; 2026Q3: 302 shares 302 $25.7K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 9 shares; 2025Q4: 10 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 103 shares 103 $25.4K <0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 62 shares; 2026Q3: 65 shares 65 $25.2K <0.01% +3 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50 shares 50 $25K <0.01% new Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 101 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares; 2026Q2: 107 shares; 2026Q3: 107 shares 107 $24.9K <0.01% 0 Timeline FLRN 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: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares; 2026Q3: 805 shares 805 $24.8K <0.01% 0 Timeline TSLL 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: 825 shares; 2025Q1: 825 shares; 2025Q2: 832 shares; 2025Q3: 1,657 shares; 2025Q4: 1,765 shares; 2026Q1: 2,306 shares; 2026Q2: 2,323 shares; 2026Q3: 2,753 shares 2,753 $24.8K <0.01% +430 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 347 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares; 2026Q1: 330 shares; 2026Q2: 330 shares; 2026Q3: 330 shares 330 $24.7K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares; 2026Q3: 73 shares 73 $24.7K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 56 shares; 2026Q3: 74 shares 74 $24.4K <0.01% +18 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: 65 shares; 2025Q1: 65 shares; 2025Q2: 70 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares; 2026Q2: 65 shares; 2026Q3: 75 shares 75 $24.4K <0.01% +10 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: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 814 shares; 2026Q1: 306 shares; 2026Q2: 306 shares; 2026Q3: 306 shares 306 $24.2K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 379 shares; 2026Q2: 220 shares; 2026Q3: 220 shares 220 $24.1K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,331 shares; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 66 shares; 2026Q2: 66 shares; 2026Q3: 104 shares 104 $23.9K <0.01% +38 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 273 shares; 2025Q1: 274 shares; 2025Q2: 275 shares; 2025Q3: 276 shares; 2025Q4: 207 shares; 2026Q1: 208 shares; 2026Q2: 209 shares; 2026Q3: 209 shares 209 $23.9K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 520 shares; 2026Q3: 500 shares 500 $23.6K <0.01% -20 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 34,500 shares; 2025Q2: 41,500 shares; 2025Q3: 41,500 shares; 2025Q4: 28,900 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $23.6K <0.01% 0 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: 66 shares; 2025Q1: 66 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 68 shares; 2026Q1: 141 shares; 2026Q2: 142 shares; 2026Q3: 143 shares 143 $23.4K <0.01% +1 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 200 shares 200 $22.9K <0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 748 shares; 2025Q1: 748 shares; 2025Q2: 748 shares; 2025Q3: 748 shares; 2025Q4: 678 shares; 2026Q1: 534 shares; 2026Q2: 534 shares; 2026Q3: 534 shares 534 $22.7K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 410 shares; 2025Q1: 301 shares; 2025Q2: 202 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 205 shares; 2026Q2: 214 shares; 2026Q3: 214 shares 214 $22.7K <0.01% 0 Timeline VEON VEON LTD More: the full row for VEON 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: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $22.2K <0.01% 0 Timeline XMMO 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: 12 shares; 2025Q1: 12 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 148 shares 148 $21.7K <0.01% new Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110 shares; 2025Q4: 300 shares; 2026Q1: 325 shares; 2026Q2: 325 shares; 2026Q3: 325 shares 325 $21.3K <0.01% 0 Timeline SCHZ 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: 6,015 shares; 2025Q1: 6,015 shares; 2025Q2: 4,045 shares; 2025Q3: 4,045 shares; 2025Q4: 4,045 shares; 2026Q1: 3,525 shares; 2026Q2: 2,420 shares; 2026Q3: 958 shares 958 $21.2K <0.01% -1,462 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares; 2026Q3: 220 shares 220 $21K <0.01% +50 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: 9 shares; 2026Q3: 12 shares 12 $20.9K <0.01% +3 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,125 shares; 2026Q3: 1,125 shares 1,125 $20.9K <0.01% 0 Timeline