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: 54,863 shares; 2025Q1: 56,127 shares; 2025Q2: 56,267 shares; 2025Q3: 56,014 shares; 2025Q4: 55,852 shares; 2026Q1: 56,450 shares; 2026Q2: 56,466 shares; 2026Q3: 56,541 shares 56,541 $7.11M 6.4% +75 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: 14,925 shares; 2025Q1: 11,642 shares; 2025Q2: 11,718 shares; 2025Q3: 11,619 shares; 2025Q4: 11,509 shares; 2026Q1: 11,531 shares; 2026Q2: 11,610 shares; 2026Q3: 11,610 shares 11,610 $2.65M 2.39% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,286 shares; 2025Q1: 4,532 shares; 2025Q2: 4,537 shares; 2025Q3: 4,507 shares; 2025Q4: 4,507 shares; 2026Q1: 4,643 shares; 2026Q2: 4,838 shares; 2026Q3: 4,892 shares 4,892 $2.51M 2.26% +54 Timeline VNLA 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: 46,473 shares; 2025Q1: 45,378 shares; 2025Q2: 45,398 shares; 2025Q3: 48,666 shares; 2025Q4: 48,797 shares; 2026Q1: 48,952 shares; 2026Q2: 48,989 shares; 2026Q3: 49,711 shares 49,711 $2.41M 2.17% +722 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,862 shares; 2025Q1: 41,631 shares; 2025Q2: 41,665 shares; 2025Q3: 45,686 shares; 2025Q4: 45,801 shares; 2026Q1: 45,914 shares; 2026Q2: 46,042 shares; 2026Q3: 46,841 shares 46,841 $2.4M 2.16% +799 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,725 shares; 2025Q1: 21,347 shares; 2025Q2: 22,194 shares; 2025Q3: 21,884 shares; 2025Q4: 21,614 shares; 2026Q1: 21,319 shares; 2026Q2: 21,719 shares; 2026Q3: 20,984 shares 20,984 $2.32M 2.08% -735 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: 8,167 shares; 2025Q1: 6,956 shares; 2025Q2: 7,184 shares; 2025Q3: 7,159 shares; 2025Q4: 7,133 shares; 2026Q1: 7,106 shares; 2026Q2: 6,782 shares; 2026Q3: 6,724 shares 6,724 $2.24M 2.02% -58 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,466 shares; 2025Q1: 5,956 shares; 2025Q2: 5,988 shares; 2025Q3: 5,923 shares; 2025Q4: 5,885 shares; 2026Q1: 6,036 shares; 2026Q2: 5,665 shares; 2026Q3: 5,287 shares 5,287 $2.1M 1.89% -378 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44,048 shares; 2025Q1: 41,878 shares; 2025Q2: 41,891 shares; 2025Q3: 41,428 shares; 2025Q4: 41,361 shares; 2026Q1: 41,392 shares; 2026Q2: 41,415 shares; 2026Q3: 42,100 shares 42,100 $2.1M 1.89% +685 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: 8,543 shares; 2025Q1: 7,855 shares; 2025Q2: 8,016 shares; 2025Q3: 7,978 shares; 2025Q4: 8,204 shares; 2026Q1: 8,384 shares; 2026Q2: 8,276 shares; 2026Q3: 8,292 shares 8,292 $2.07M 1.86% +16 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,136 shares; 2025Q1: 20,054 shares; 2025Q2: 20,035 shares; 2025Q3: 19,987 shares; 2025Q4: 20,054 shares; 2026Q1: 20,079 shares; 2026Q2: 20,095 shares; 2026Q3: 20,441 shares 20,441 $2.06M 1.85% +346 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,507 shares; 2025Q1: 17,428 shares; 2025Q2: 17,432 shares; 2025Q3: 19,104 shares; 2025Q4: 19,148 shares; 2026Q1: 19,205 shares; 2026Q2: 19,285 shares; 2026Q3: 19,566 shares 19,566 $2.02M 1.81% +281 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,422 shares; 2025Q1: 2,289 shares; 2025Q2: 2,309 shares; 2025Q3: 2,143 shares; 2025Q4: 2,143 shares; 2026Q1: 2,166 shares; 2026Q2: 2,030 shares; 2026Q3: 1,986 shares 1,986 $1.99M 1.79% -44 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,225 shares; 2025Q1: 27,153 shares; 2025Q2: 27,138 shares; 2025Q3: 27,256 shares; 2025Q4: 27,230 shares; 2026Q1: 27,266 shares; 2026Q2: 27,271 shares; 2026Q3: 28,547 shares 28,547 $1.91M 1.72% +1,276 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: 5,259 shares; 2025Q1: 5,481 shares; 2025Q2: 5,875 shares; 2025Q3: 5,834 shares; 2025Q4: 5,689 shares; 2026Q1: 5,629 shares; 2026Q2: 5,418 shares; 2026Q3: 5,418 shares 5,418 $1.86M 1.68% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,451 shares; 2025Q1: 18,727 shares; 2025Q2: 18,996 shares; 2025Q3: 18,763 shares; 2025Q4: 18,803 shares; 2026Q1: 18,552 shares; 2026Q2: 18,171 shares; 2026Q3: 18,936 shares 18,936 $1.8M 1.62% +765 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: 6,732 shares; 2025Q1: 5,545 shares; 2025Q2: 5,748 shares; 2025Q3: 5,635 shares; 2025Q4: 5,592 shares; 2026Q1: 5,310 shares; 2026Q2: 5,376 shares; 2026Q3: 5,376 shares 5,376 $1.78M 1.6% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,802 shares; 2025Q1: 9,607 shares; 2025Q2: 9,879 shares; 2025Q3: 9,566 shares; 2025Q4: 9,547 shares; 2026Q1: 9,746 shares; 2026Q2: 9,188 shares; 2026Q3: 9,234 shares 9,234 $1.7M 1.53% +46 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: 6,537 shares; 2025Q1: 7,081 shares; 2025Q2: 7,714 shares; 2025Q3: 7,741 shares; 2025Q4: 7,958 shares; 2026Q1: 7,163 shares; 2026Q2: 6,846 shares; 2026Q3: 7,010 shares 7,010 $1.45M 1.31% +164 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: 5,703 shares; 2025Q1: 5,215 shares; 2025Q2: 5,496 shares; 2025Q3: 5,354 shares; 2025Q4: 5,347 shares; 2026Q1: 5,182 shares; 2026Q2: 5,185 shares; 2026Q3: 5,190 shares 5,190 $1.37M 1.24% +5 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: not reported; 2025Q1: 9,491 shares; 2025Q2: 10,165 shares; 2025Q3: 10,304 shares; 2025Q4: 10,324 shares; 2026Q1: 10,140 shares; 2026Q2: 10,446 shares; 2026Q3: 9,131 shares 9,131 $1.33M 1.19% -1,315 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: 13,694 shares; 2025Q1: 13,808 shares; 2025Q2: 14,017 shares; 2025Q3: 13,521 shares; 2025Q4: 13,561 shares; 2026Q1: 13,021 shares; 2026Q2: 11,927 shares; 2026Q3: 12,012 shares 12,012 $1.29M 1.16% +85 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,516 shares; 2025Q1: 6,045 shares; 2025Q2: 6,045 shares; 2025Q3: 5,795 shares; 2025Q4: 5,345 shares; 2026Q1: 5,345 shares; 2026Q2: 4,855 shares; 2026Q3: 4,815 shares 4,815 $1.28M 1.15% -40 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,470 shares; 2025Q1: 59,470 shares; 2025Q2: 59,620 shares; 2025Q3: 61,128 shares; 2025Q4: 61,139 shares; 2026Q1: 62,620 shares; 2026Q2: 65,332 shares; 2026Q3: 69,444 shares 69,444 $1.26M 1.14% +4,112 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: 5,704 shares; 2025Q1: 4,682 shares; 2025Q2: 5,142 shares; 2025Q3: 6,136 shares; 2025Q4: 6,283 shares; 2026Q1: 6,205 shares; 2026Q2: 6,175 shares; 2026Q3: 6,037 shares 6,037 $1.23M 1.11% -138 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: 2,666 shares; 2025Q1: 2,579 shares; 2025Q2: 2,863 shares; 2025Q3: 2,863 shares; 2025Q4: 2,785 shares; 2026Q1: 2,488 shares; 2026Q2: 2,403 shares; 2026Q3: 2,331 shares 2,331 $1.19M 1.07% -72 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: 2,576 shares; 2025Q1: 2,448 shares; 2025Q2: 2,483 shares; 2025Q3: 3,071 shares; 2025Q4: 3,090 shares; 2026Q1: 3,173 shares; 2026Q2: 3,175 shares; 2026Q3: 3,198 shares 3,198 $1.15M 1.03% +23 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,054 shares; 2025Q1: 1,975 shares; 2025Q2: 1,989 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares; 2026Q1: 1,781 shares; 2026Q2: 1,737 shares; 2026Q3: 1,729 shares 1,729 $1.11M 1% -8 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: 22,294 shares; 2025Q1: 22,597 shares; 2025Q2: 23,075 shares; 2025Q3: 24,720 shares; 2025Q4: 24,716 shares; 2026Q1: 28,039 shares; 2026Q2: 21,753 shares; 2026Q3: 21,012 shares 21,012 $1.1M 0.99% -741 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: 5,035 shares; 2025Q1: 5,035 shares; 2025Q2: 5,276 shares; 2025Q3: 5,346 shares; 2025Q4: 5,346 shares; 2026Q1: 5,346 shares; 2026Q2: 5,346 shares; 2026Q3: 5,346 shares 5,346 $1.09M 0.98% 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: 4,049 shares; 2025Q1: 3,819 shares; 2025Q2: 3,875 shares; 2025Q3: 3,831 shares; 2025Q4: 4,112 shares; 2026Q1: 4,943 shares; 2026Q2: 4,525 shares; 2026Q3: 4,585 shares 4,585 $1.05M 0.95% +60 Timeline QGRO 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: 12,636 shares; 2025Q1: 12,045 shares; 2025Q2: 12,046 shares; 2025Q3: 8,799 shares; 2025Q4: 8,772 shares; 2026Q1: 8,772 shares; 2026Q2: 8,772 shares; 2026Q3: 8,733 shares 8,733 $1.02M 0.92% -39 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: 4,516 shares; 2025Q1: 4,516 shares; 2025Q2: 6,273 shares; 2025Q3: 6,319 shares; 2025Q4: 6,234 shares; 2026Q1: 6,276 shares; 2026Q2: 6,268 shares; 2026Q3: 6,213 shares 6,213 $998K 0.9% -55 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: 3,770 shares; 2025Q1: 3,680 shares; 2025Q2: 4,401 shares; 2025Q3: 4,150 shares; 2025Q4: 4,148 shares; 2026Q1: 5,756 shares; 2026Q2: 6,014 shares; 2026Q3: 6,889 shares 6,889 $967K 0.87% +875 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,177 shares; 2025Q1: 20,736 shares; 2025Q2: 20,741 shares; 2025Q3: 21,275 shares; 2025Q4: 21,275 shares; 2026Q1: 21,314 shares; 2026Q2: 21,321 shares; 2026Q3: 22,961 shares 22,961 $966K 0.87% +1,640 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 13,828 shares; 2025Q2: 14,270 shares; 2025Q3: 13,272 shares; 2025Q4: 11,765 shares; 2026Q1: 10,213 shares; 2026Q2: 9,000 shares; 2026Q3: 12,290 shares 12,290 $958K 0.86% +3,290 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,346 shares; 2025Q4: 1,325 shares; 2026Q1: 1,225 shares; 2026Q2: 915 shares; 2026Q3: 865 shares 865 $921K 0.83% -50 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,810 shares; 2025Q1: 23,806 shares; 2025Q2: 24,513 shares; 2025Q3: 21,973 shares; 2025Q4: 22,183 shares; 2026Q1: 22,112 shares; 2026Q2: 21,595 shares; 2026Q3: 21,888 shares 21,888 $911K 0.82% +293 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: 9,861 shares; 2025Q1: 9,753 shares; 2025Q2: 9,800 shares; 2025Q3: 9,547 shares; 2025Q4: 9,551 shares; 2026Q1: 10,100 shares; 2026Q2: 10,102 shares; 2026Q3: 10,752 shares 10,752 $873K 0.79% +650 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,071 shares; 2025Q1: 1,089 shares; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares; 2025Q4: 1,361 shares; 2026Q1: 1,464 shares; 2026Q2: 2,228 shares; 2026Q3: 2,288 shares 2,288 $856K 0.77% +60 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: 5,237 shares 5,237 $852K 0.77% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,176 shares; 2025Q1: 6,924 shares; 2025Q2: 7,515 shares; 2025Q3: 6,877 shares; 2025Q4: 6,742 shares; 2026Q1: 6,716 shares; 2026Q2: 6,646 shares; 2026Q3: 6,793 shares 6,793 $850K 0.77% +147 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: 5,024 shares; 2025Q1: 4,194 shares; 2025Q2: 4,261 shares; 2025Q3: 4,134 shares; 2025Q4: 4,149 shares; 2026Q1: 4,139 shares; 2026Q2: 4,351 shares; 2026Q3: 4,266 shares 4,266 $824K 0.74% -85 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: 9,341 shares; 2025Q1: 6,722 shares; 2025Q2: 6,896 shares; 2025Q3: 6,416 shares; 2025Q4: 6,278 shares; 2026Q1: 6,204 shares; 2026Q2: 6,137 shares; 2026Q3: 6,007 shares 6,007 $778K 0.7% -130 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: 37,934 shares; 2025Q1: 29,681 shares; 2025Q2: 29,951 shares; 2025Q3: 29,658 shares; 2025Q4: 29,786 shares; 2026Q1: 29,214 shares; 2026Q2: 29,906 shares; 2026Q3: 31,796 shares 31,796 $776K 0.7% +1,890 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 768 shares; 2025Q1: 828 shares; 2025Q2: 968 shares; 2025Q3: 1,046 shares; 2025Q4: 1,069 shares; 2026Q1: 1,144 shares; 2026Q2: 1,156 shares; 2026Q3: 1,136 shares 1,136 $767K 0.69% -20 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: 2,986 shares; 2025Q1: 2,600 shares; 2025Q2: 2,629 shares; 2025Q3: 2,561 shares; 2025Q4: 2,532 shares; 2026Q1: 2,434 shares; 2026Q2: 2,401 shares; 2026Q3: 2,401 shares 2,401 $730K 0.66% 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: 8,306 shares; 2025Q1: 7,603 shares; 2025Q2: 7,756 shares; 2025Q3: 7,158 shares; 2025Q4: 7,052 shares; 2026Q1: 7,389 shares; 2026Q2: 7,401 shares; 2026Q3: 7,403 shares 7,403 $724K 0.65% +2 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,600 shares; 2025Q1: 26,600 shares; 2025Q2: 26,740 shares; 2025Q3: 28,110 shares; 2025Q4: 28,110 shares; 2026Q1: 29,460 shares; 2026Q2: 31,960 shares; 2026Q3: 35,690 shares 35,690 $718K 0.65% +3,730 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,135 shares; 2025Q1: 7,261 shares; 2025Q2: 7,326 shares; 2025Q3: 7,266 shares; 2025Q4: 7,601 shares; 2026Q1: 9,724 shares; 2026Q2: 10,238 shares; 2026Q3: 10,702 shares 10,702 $710K 0.64% +464 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,533 shares; 2025Q1: 11,586 shares; 2025Q2: 11,907 shares; 2025Q3: 12,611 shares; 2025Q4: 12,721 shares; 2026Q1: 13,304 shares; 2026Q2: 13,305 shares; 2026Q3: 13,164 shares 13,164 $701K 0.63% -141 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: 1,035 shares; 2025Q1: 1,024 shares; 2025Q2: 1,024 shares; 2025Q3: 939 shares; 2025Q4: 929 shares; 2026Q1: 929 shares; 2026Q2: 929 shares; 2026Q3: 919 shares 919 $701K 0.63% -10 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,900 shares; 2025Q1: 27,900 shares; 2025Q2: 28,040 shares; 2025Q3: 28,040 shares; 2025Q4: 28,040 shares; 2026Q1: 29,440 shares; 2026Q2: 31,940 shares; 2026Q3: 35,710 shares 35,710 $698K 0.63% +3,770 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: 2,081 shares; 2025Q1: 2,081 shares; 2025Q2: 2,081 shares; 2025Q3: 2,081 shares; 2025Q4: 2,081 shares; 2026Q1: 2,081 shares; 2026Q2: 8,324 shares; 2026Q3: 8,324 shares 8,324 $653K 0.59% 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: 2,821 shares; 2025Q1: 2,659 shares; 2025Q2: 2,652 shares; 2025Q3: 2,642 shares; 2025Q4: 2,643 shares; 2026Q1: 2,251 shares; 2026Q2: 2,235 shares; 2026Q3: 2,264 shares 2,264 $645K 0.58% +29 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,610 shares; 2025Q2: 12,045 shares; 2025Q3: 12,223 shares; 2025Q4: 12,384 shares; 2026Q1: not reported; 2026Q2: 12,475 shares; 2026Q3: 14,921 shares 14,921 $642K 0.58% +2,446 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,648 shares; 2025Q1: 27,843 shares; 2025Q2: 28,408 shares; 2025Q3: 25,433 shares; 2025Q4: 24,376 shares; 2026Q1: 22,018 shares; 2026Q2: 15,764 shares; 2026Q3: 15,927 shares 15,927 $639K 0.58% +163 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: 2,431 shares; 2025Q1: 2,190 shares; 2025Q2: 2,190 shares; 2025Q3: 2,191 shares; 2025Q4: 2,203 shares; 2026Q1: 2,214 shares; 2026Q2: 2,241 shares; 2026Q3: 2,229 shares 2,229 $634K 0.57% -12 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: 3,670 shares; 2025Q1: 3,113 shares; 2025Q2: 3,165 shares; 2025Q3: 3,064 shares; 2025Q4: 3,052 shares; 2026Q1: 2,783 shares; 2026Q2: 2,733 shares; 2026Q3: 2,714 shares 2,714 $633K 0.57% -19 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,165 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 2,138 shares; 2025Q4: 2,185 shares; 2026Q1: 2,129 shares; 2026Q2: 2,150 shares; 2026Q3: 2,364 shares 2,364 $619K 0.56% +214 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,788 shares; 2025Q1: 1,908 shares; 2025Q2: 1,908 shares; 2025Q3: 1,973 shares; 2025Q4: 1,933 shares; 2026Q1: 2,133 shares; 2026Q2: 2,165 shares; 2026Q3: 2,165 shares 2,165 $616K 0.55% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,148 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares; 2026Q2: 1,098 shares; 2026Q3: 1,577 shares 1,577 $601K 0.54% +479 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,361 shares; 2026Q3: 3,130 shares 3,130 $596K 0.54% -231 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: 3,220 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 1,555 shares; 2026Q2: 1,778 shares; 2026Q3: 1,668 shares 1,668 $586K 0.53% -110 Timeline RFV 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: not reported; 2025Q1: 2,184 shares; 2025Q2: 2,208 shares; 2025Q3: 3,557 shares; 2025Q4: 3,688 shares; 2026Q1: 4,064 shares; 2026Q2: 4,068 shares; 2026Q3: 4,060 shares 4,060 $574K 0.52% -8 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: 711 shares; 2025Q1: 636 shares; 2025Q2: 646 shares; 2025Q3: 642 shares; 2025Q4: 634 shares; 2026Q1: 623 shares; 2026Q2: 626 shares; 2026Q3: 626 shares 626 $570K 0.51% 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: not reported; 2025Q1: 7,085 shares; 2025Q2: 7,247 shares; 2025Q3: 7,129 shares; 2025Q4: 6,811 shares; 2026Q1: 8,579 shares; 2026Q2: 8,689 shares; 2026Q3: 8,189 shares 8,189 $561K 0.5% -500 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,297 shares; 2025Q1: 11,848 shares; 2025Q2: 11,849 shares; 2025Q3: 10,312 shares; 2025Q4: 10,312 shares; 2026Q1: 10,313 shares; 2026Q2: 10,314 shares; 2026Q3: 10,316 shares 10,316 $555K 0.5% +2 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,693 shares; 2025Q3: 3,426 shares; 2025Q4: 3,463 shares; 2026Q1: 3,431 shares; 2026Q2: 3,478 shares; 2026Q3: 3,536 shares 3,536 $548K 0.49% +58 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,234 shares; 2025Q1: 2,221 shares; 2025Q2: 2,259 shares; 2025Q3: 2,254 shares; 2025Q4: 2,251 shares; 2026Q1: 2,245 shares; 2026Q2: 2,224 shares; 2026Q3: 2,224 shares 2,224 $544K 0.49% 0 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,872 shares; 2025Q1: 20,572 shares; 2025Q2: 20,572 shares; 2025Q3: 20,572 shares; 2025Q4: 20,572 shares; 2026Q1: 21,081 shares; 2026Q2: 21,090 shares; 2026Q3: 22,101 shares 22,101 $542K 0.49% +1,011 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,613 shares; 2025Q1: 7,613 shares; 2025Q2: 7,513 shares; 2025Q3: 14,945 shares; 2025Q4: 15,845 shares; 2026Q1: 16,519 shares; 2026Q2: 15,324 shares; 2026Q3: 14,349 shares 14,349 $537K 0.48% -975 Timeline JSML 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: 6,397 shares; 2025Q1: 6,203 shares; 2025Q2: 6,243 shares; 2025Q3: 5,767 shares; 2025Q4: 5,828 shares; 2026Q1: 6,228 shares; 2026Q2: 6,228 shares; 2026Q3: 6,188 shares 6,188 $532K 0.48% -40 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,452 shares; 2025Q2: 3,671 shares; 2025Q3: 4,239 shares; 2025Q4: 4,227 shares; 2026Q1: 4,030 shares; 2026Q2: 3,889 shares; 2026Q3: 4,124 shares 4,124 $516K 0.46% +235 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,039 shares; 2025Q4: 1,027 shares; 2026Q1: 1,299 shares; 2026Q2: 1,645 shares; 2026Q3: 1,575 shares 1,575 $508K 0.46% -70 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,250 shares; 2025Q1: 3,150 shares; 2025Q2: 2,950 shares; 2025Q3: 2,660 shares; 2025Q4: 2,660 shares; 2026Q1: 2,660 shares; 2026Q2: 4,840 shares; 2026Q3: 5,140 shares 5,140 $508K 0.46% +300 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,119 shares; 2025Q4: 1,119 shares; 2026Q1: 940 shares; 2026Q2: 940 shares; 2026Q3: 940 shares 940 $506K 0.46% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,278 shares; 2025Q1: 4,120 shares; 2025Q2: 4,121 shares; 2025Q3: 3,868 shares; 2025Q4: 3,868 shares; 2026Q1: 3,778 shares; 2026Q2: 3,779 shares; 2026Q3: 4,189 shares 4,189 $502K 0.45% +410 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,673 shares; 2025Q4: 10,651 shares; 2026Q1: 10,460 shares; 2026Q2: 10,318 shares; 2026Q3: 10,628 shares 10,628 $500K 0.45% +310 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,497 shares; 2025Q1: 16,613 shares; 2025Q2: 16,621 shares; 2025Q3: 15,571 shares; 2025Q4: 15,492 shares; 2026Q1: 16,290 shares; 2026Q2: 16,297 shares; 2026Q3: 18,853 shares 18,853 $494K 0.44% +2,556 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: 5,936 shares; 2025Q1: 5,714 shares; 2025Q2: 6,063 shares; 2025Q3: 5,472 shares; 2025Q4: 5,333 shares; 2026Q1: 4,956 shares; 2026Q2: 4,256 shares; 2026Q3: 4,653 shares 4,653 $492K 0.44% +397 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,347 shares; 2025Q1: 13,909 shares; 2025Q2: 14,144 shares; 2025Q3: 13,909 shares; 2025Q4: 13,598 shares; 2026Q1: 16,625 shares; 2026Q2: 15,216 shares; 2026Q3: 17,230 shares 17,230 $477K 0.43% +2,014 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: 2,799 shares; 2025Q1: 2,549 shares; 2025Q2: 2,549 shares; 2025Q3: 2,549 shares; 2025Q4: 2,549 shares; 2026Q1: 2,549 shares; 2026Q2: 2,612 shares; 2026Q3: 2,549 shares 2,549 $473K 0.43% -63 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,375 shares; 2025Q4: 8,250 shares; 2026Q1: 8,250 shares; 2026Q2: 8,250 shares; 2026Q3: 9,250 shares 9,250 $472K 0.42% +1,000 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,434 shares; 2025Q1: 4,434 shares; 2025Q2: 4,434 shares; 2025Q3: 4,434 shares; 2025Q4: 3,854 shares; 2026Q1: 3,854 shares; 2026Q2: 3,734 shares; 2026Q3: 3,734 shares 3,734 $469K 0.42% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,890 shares; 2025Q3: 3,583 shares; 2025Q4: 3,260 shares; 2026Q1: 4,486 shares; 2026Q2: 4,634 shares; 2026Q3: 6,530 shares 6,530 $456K 0.41% +1,896 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,623 shares; 2025Q4: 3,918 shares; 2026Q1: 3,823 shares; 2026Q2: 3,833 shares; 2026Q3: 3,913 shares 3,913 $446K 0.4% +80 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,150 shares; 2025Q1: 6,150 shares; 2025Q2: 6,150 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 6,150 shares; 2026Q2: 6,150 shares; 2026Q3: 6,150 shares 6,150 $435K 0.39% 0 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: 2,584 shares; 2025Q1: 1,834 shares; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 1,634 shares; 2026Q1: 1,574 shares; 2026Q2: 1,622 shares; 2026Q3: 1,622 shares 1,622 $424K 0.38% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,541 shares; 2026Q3: 14,558 shares 14,558 $422K 0.38% -983 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: 5,520 shares; 2025Q1: 5,520 shares; 2025Q2: 5,822 shares; 2025Q3: 5,822 shares; 2025Q4: 5,822 shares; 2026Q1: 4,822 shares; 2026Q2: 4,822 shares; 2026Q3: 4,843 shares 4,843 $417K 0.38% +21 Timeline WSO WATSCO INC More: the full row for WATSCO 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: 1,312 shares; 2026Q2: 1,312 shares; 2026Q3: 1,335 shares 1,335 $404K 0.36% +23 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,722 shares; 2025Q1: 4,713 shares; 2025Q2: 4,748 shares; 2025Q3: 4,048 shares; 2025Q4: 4,150 shares; 2026Q1: 4,285 shares; 2026Q2: 4,290 shares; 2026Q3: 4,291 shares 4,291 $403K 0.36% +1 Timeline VPU 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: 2,675 shares; 2025Q1: 2,338 shares; 2025Q2: 2,338 shares; 2025Q3: 2,338 shares; 2025Q4: 2,338 shares; 2026Q1: 2,338 shares; 2026Q2: 2,338 shares; 2026Q3: 2,338 shares 2,338 $400K 0.36% 0 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: 995 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: 758 shares; 2026Q3: 755 shares 755 $376K 0.34% -3 Timeline VRP 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: 15,412 shares; 2025Q1: 15,458 shares; 2025Q2: 15,504 shares; 2025Q3: 15,551 shares; 2025Q4: 15,639 shares; 2026Q1: 14,671 shares; 2026Q2: 14,701 shares; 2026Q3: 15,734 shares 15,734 $373K 0.34% +1,033 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,546 shares; 2026Q1: 1,546 shares; 2026Q2: 1,546 shares; 2026Q3: 1,580 shares 1,580 $341K 0.31% +34 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: not reported; 2025Q1: 1,448 shares; 2025Q2: 1,449 shares; 2025Q3: 1,546 shares; 2025Q4: 1,546 shares; 2026Q1: 1,632 shares; 2026Q2: 1,640 shares; 2026Q3: 1,641 shares 1,641 $341K 0.31% +1 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: 590 shares; 2025Q1: 466 shares; 2025Q2: 474 shares; 2025Q3: 462 shares; 2025Q4: 5,410 shares; 2026Q1: 5,555 shares; 2026Q2: 4,875 shares; 2026Q3: 4,875 shares 4,875 $339K 0.31% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 376 shares; 2026Q2: 424 shares; 2026Q3: 424 shares 424 $325K 0.29% 0 Timeline ASUR ASURE SOFTWARE INC More: the full row for ASURE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,475 shares; 2025Q1: 37,345 shares; 2025Q2: 37,475 shares; 2025Q3: 37,475 shares; 2025Q4: 36,925 shares; 2026Q1: 38,550 shares; 2026Q2: 38,550 shares; 2026Q3: 41,980 shares 41,980 $318K 0.29% +3,430 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: 398 shares; 2025Q1: 398 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 433 shares; 2026Q1: 433 shares; 2026Q2: 433 shares; 2026Q3: 433 shares 433 $314K 0.28% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares; 2026Q1: 873 shares; 2026Q2: 753 shares; 2026Q3: 753 shares 753 $313K 0.28% 0 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: 24,385 shares; 2025Q1: 8,111 shares; 2025Q2: 7,570 shares; 2025Q3: 6,435 shares; 2025Q4: 5,142 shares; 2026Q1: 5,020 shares; 2026Q2: 4,931 shares; 2026Q3: 4,933 shares 4,933 $308K 0.28% +2 Timeline SPSC SPS COMM INC More: the full row for SPS COMM 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: 2,640 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,710 shares 3,710 $306K 0.28% new Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,047 shares; 2025Q1: 4,047 shares; 2025Q2: 4,047 shares; 2025Q3: 4,047 shares; 2025Q4: 4,047 shares; 2026Q1: 4,047 shares; 2026Q2: 3,931 shares; 2026Q3: 3,931 shares 3,931 $294K 0.26% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,900 shares; 2025Q1: 11,900 shares; 2025Q2: 11,900 shares; 2025Q3: 13,570 shares; 2025Q4: 13,570 shares; 2026Q1: 13,570 shares; 2026Q2: 13,570 shares; 2026Q3: 18,080 shares 18,080 $292K 0.26% +4,510 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: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares; 2026Q2: 2,850 shares; 2026Q3: 2,850 shares 2,850 $288K 0.26% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 408 shares 408 $286K 0.26% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 3,000 shares; 2026Q3: 3,150 shares 3,150 $284K 0.26% +150 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: 1,028 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares; 2026Q2: 1,014 shares; 2026Q3: 1,014 shares 1,014 $282K 0.25% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 706 shares; 2025Q4: 745 shares; 2026Q1: 754 shares; 2026Q2: 790 shares; 2026Q3: 921 shares 921 $276K 0.25% +131 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,585 shares; 2026Q1: 1,588 shares; 2026Q2: not reported; 2026Q3: 1,502 shares 1,502 $275K 0.25% new 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: not reported; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 427 shares; 2026Q2: 419 shares; 2026Q3: 419 shares 419 $275K 0.25% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,640 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $271K 0.24% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,665 shares; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,665 shares; 2025Q4: 1,665 shares; 2026Q1: 1,665 shares; 2026Q2: 1,665 shares; 2026Q3: 1,665 shares 1,665 $268K 0.24% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,716 shares; 2025Q1: 1,716 shares; 2025Q2: 1,716 shares; 2025Q3: 1,716 shares; 2025Q4: 1,716 shares; 2026Q1: 1,716 shares; 2026Q2: 1,716 shares; 2026Q3: 1,717 shares 1,717 $267K 0.24% +1 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,540 shares; 2025Q1: 29,982 shares; 2025Q2: 30,407 shares; 2025Q3: 14,387 shares; 2025Q4: 11,082 shares; 2026Q1: 10,688 shares; 2026Q2: 10,693 shares; 2026Q3: 10,242 shares 10,242 $265K 0.24% -451 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,717 shares; 2025Q4: 2,344 shares; 2026Q1: 2,294 shares; 2026Q2: 2,294 shares; 2026Q3: 2,244 shares 2,244 $264K 0.24% -50 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares; 2026Q3: 2,500 shares 2,500 $261K 0.24% 0 Timeline IBTG 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: 8,763 shares; 2025Q2: 8,763 shares; 2025Q3: 8,763 shares; 2025Q4: 8,763 shares; 2026Q1: 11,323 shares; 2026Q2: 11,323 shares; 2026Q3: 11,323 shares 11,323 $259K 0.23% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,227 shares; 2025Q4: 2,228 shares; 2026Q1: 2,578 shares; 2026Q2: 2,599 shares; 2026Q3: 2,599 shares 2,599 $253K 0.23% 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: 1,735 shares; 2025Q1: 1,627 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares; 2026Q1: 1,627 shares; 2026Q2: 1,627 shares; 2026Q3: 1,627 shares 1,627 $247K 0.22% 0 Timeline VGNT VERSIGENT PLC More: the full row for VERSIGENT 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: not reported; 2026Q2: not reported; 2026Q3: 5,423 shares 5,423 $244K 0.22% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: 460 shares; 2025Q4: 460 shares; 2026Q1: 430 shares; 2026Q2: 401 shares; 2026Q3: 389 shares 389 $243K 0.22% -12 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,025 shares; 2025Q3: 15,401 shares; 2025Q4: 6,466 shares; 2026Q1: 7,183 shares; 2026Q2: 7,071 shares; 2026Q3: 6,285 shares 6,285 $238K 0.21% -786 Timeline ITRI ITRON INC More: the full row for ITRON 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: 2,735 shares 2,735 $236K 0.21% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,565 shares; 2026Q2: 1,565 shares; 2026Q3: 1,565 shares 1,565 $230K 0.21% 0 Timeline PAMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,831 shares; 2025Q1: not reported; 2025Q2: 4,681 shares; 2025Q3: 4,364 shares; 2025Q4: 4,364 shares; 2026Q1: 4,365 shares; 2026Q2: 4,365 shares; 2026Q3: 4,366 shares 4,366 $225K 0.2% +1 Timeline EMMF WISDOMTREE TR More: the full row for WISDOMTREE 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: 5,953 shares; 2026Q3: 5,953 shares 5,953 $225K 0.2% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,356 shares; 2026Q3: 3,356 shares 3,356 $224K 0.2% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,225 shares 2,225 $222K 0.2% new 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: 2,655 shares; 2025Q1: 2,656 shares; 2025Q2: 2,658 shares; 2025Q3: 2,659 shares; 2025Q4: 2,661 shares; 2026Q1: 2,662 shares; 2026Q2: 2,663 shares; 2026Q3: 2,665 shares 2,665 $221K 0.2% +2 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,044 shares; 2026Q3: 2,044 shares 2,044 $216K 0.19% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,930 shares; 2025Q1: 32,608 shares; 2025Q2: 27,303 shares; 2025Q3: 9,801 shares; 2025Q4: 7,676 shares; 2026Q1: not reported; 2026Q2: 7,346 shares; 2026Q3: 7,346 shares 7,346 $212K 0.19% 0 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,050 shares; 2025Q3: 6,050 shares; 2025Q4: 6,050 shares; 2026Q1: 4,190 shares; 2026Q2: 3,805 shares; 2026Q3: 2,775 shares 2,775 $212K 0.19% -1,030 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,673 shares; 2025Q4: 1,728 shares; 2026Q1: 1,778 shares; 2026Q2: not reported; 2026Q3: 1,937 shares 1,937 $208K 0.19% new Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS 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: 1,360 shares 1,360 $204K 0.18% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,923 shares; 2025Q3: 1,923 shares; 2025Q4: 1,923 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,923 shares 1,923 $202K 0.18% new Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 37,174 shares; 2025Q1: 37,174 shares; 2025Q2: 33,674 shares; 2025Q3: 31,874 shares; 2025Q4: 31,574 shares; 2026Q1: 29,116 shares; 2026Q2: 29,300 shares; 2026Q3: 26,800 shares 26,800 $148K 0.13% -2,500 Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,020 shares; 2025Q1: 19,020 shares; 2025Q2: 19,020 shares; 2025Q3: 19,020 shares; 2025Q4: 18,020 shares; 2026Q1: 18,020 shares; 2026Q2: 18,020 shares; 2026Q3: 17,020 shares 17,020 $49.5K 0.04% -1,000 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,500 shares; 2025Q1: 17,000 shares; 2025Q2: not reported; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 14,000 shares; 2026Q3: 14,000 shares 14,000 $12.9K 0.01% 0 Timeline