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; 2024Q3: 575,073 shares; 2024Q4: 1,720,641 shares; 2025Q1: 1,803,736 shares; 2025Q2: 1,849,912 shares; 2025Q3: 1,885,878 shares; 2025Q4: 1,971,052 shares; 2026Q1: 2,045,472 shares; 2026Q2: 2,110,527 shares 2,110,527 $62.1M 6.9% +65,055 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; 2024Q3: 154,065 shares; 2024Q4: 667,326 shares; 2025Q1: 744,378 shares; 2025Q2: 794,943 shares; 2025Q3: 854,513 shares; 2025Q4: 997,963 shares; 2026Q1: 1,062,326 shares; 2026Q2: 1,149,139 shares 1,149,139 $38.9M 4.32% +86,813 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; 2024Q3: 65,100 shares; 2024Q4: 76,303 shares; 2025Q1: 96,034 shares; 2025Q2: 104,785 shares; 2025Q3: 115,756 shares; 2025Q4: 144,374 shares; 2026Q1: 154,837 shares; 2026Q2: 166,981 shares 166,981 $36.4M 4.04% +12,144 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,376 shares; 2024Q4: 121,792 shares; 2025Q1: 111,046 shares; 2025Q2: 110,480 shares; 2025Q3: 96,086 shares; 2025Q4: 105,530 shares; 2026Q1: 104,090 shares; 2026Q2: 125,576 shares 125,576 $36.3M 4.04% +21,486 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 790,948 shares; 2026Q2: 769,975 shares 769,975 $32.3M 3.59% -20,973 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330,537 shares; 2024Q4: 383,672 shares; 2025Q1: 431,633 shares; 2025Q2: 453,931 shares; 2025Q3: 484,616 shares; 2025Q4: 589,112 shares; 2026Q1: 634,972 shares; 2026Q2: 680,582 shares 680,582 $31M 3.44% +45,610 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,626 shares; 2024Q4: 1,068,306 shares; 2025Q1: 1,103,822 shares; 2025Q2: 1,111,401 shares; 2025Q3: 1,077,066 shares; 2025Q4: 1,102,037 shares; 2026Q1: 938,323 shares; 2026Q2: 934,634 shares 934,634 $27.1M 3.01% -3,689 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422,385 shares; 2024Q4: 835,669 shares; 2025Q1: 820,850 shares; 2025Q2: 828,197 shares; 2025Q3: 834,667 shares; 2025Q4: 835,210 shares; 2026Q1: 958,363 shares; 2026Q2: 976,808 shares 976,808 $27.1M 3.01% +18,445 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 564,725 shares; 2026Q2: 553,097 shares 553,097 $26.1M 2.9% -11,628 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; 2024Q3: not reported; 2024Q4: 47,402 shares; 2025Q1: 44,426 shares; 2025Q2: 43,272 shares; 2025Q3: 60,019 shares; 2025Q4: 60,321 shares; 2026Q1: 60,425 shares; 2026Q2: 59,166 shares 59,166 $25.6M 2.85% -1,259 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,061 shares; 2024Q4: 106,725 shares; 2025Q1: 109,798 shares; 2025Q2: 114,524 shares; 2025Q3: 121,413 shares; 2025Q4: 256,134 shares; 2026Q1: 258,144 shares; 2026Q2: 275,604 shares 275,604 $25.4M 2.82% +17,460 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,679 shares; 2024Q4: 137,997 shares; 2025Q1: 136,133 shares; 2025Q2: 134,162 shares; 2025Q3: 137,995 shares; 2025Q4: 372,447 shares; 2026Q1: 354,910 shares; 2026Q2: 362,856 shares 362,856 $16.7M 1.86% +7,946 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,754 shares; 2024Q4: 56,796 shares; 2025Q1: 129,911 shares; 2025Q2: 160,200 shares; 2025Q3: 197,544 shares; 2025Q4: 265,661 shares; 2026Q1: 370,511 shares; 2026Q2: 396,464 shares 396,464 $16.4M 1.82% +25,953 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,325 shares; 2024Q4: 43,295 shares; 2025Q1: 44,831 shares; 2025Q2: 44,639 shares; 2025Q3: 38,029 shares; 2025Q4: 39,701 shares; 2026Q1: 40,466 shares; 2026Q2: 38,982 shares 38,982 $14.5M 1.62% -1,484 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,409 shares; 2024Q4: 404,244 shares; 2025Q1: 397,077 shares; 2025Q2: 388,095 shares; 2025Q3: 381,039 shares; 2025Q4: 366,066 shares; 2026Q1: 363,261 shares; 2026Q2: 365,440 shares 365,440 $13.5M 1.5% +2,179 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,886 shares; 2024Q4: 163,355 shares; 2025Q1: 178,450 shares; 2025Q2: 209,248 shares; 2025Q3: 218,639 shares; 2025Q4: 230,248 shares; 2026Q1: 161,992 shares; 2026Q2: 160,609 shares 160,609 $13.3M 1.47% -1,383 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; 2024Q3: 24,447 shares; 2024Q4: 24,425 shares; 2025Q1: 24,708 shares; 2025Q2: 25,740 shares; 2025Q3: 25,481 shares; 2025Q4: 27,494 shares; 2026Q1: 27,725 shares; 2026Q2: 27,021 shares 27,021 $12.9M 1.43% -704 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,112 shares; 2024Q4: 18,800 shares; 2025Q1: 19,493 shares; 2025Q2: 19,670 shares; 2025Q3: 27,673 shares; 2025Q4: 29,779 shares; 2026Q1: 30,229 shares; 2026Q2: 33,548 shares 33,548 $12M 1.33% +3,319 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,079 shares; 2024Q4: 1,989 shares; 2025Q1: 1,947 shares; 2025Q2: 1,832 shares; 2025Q3: 3,536 shares; 2025Q4: 3,599 shares; 2026Q1: 3,666 shares; 2026Q2: 35,973 shares 35,973 $10.9M 1.21% +32,307 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; 2024Q3: 103,552 shares; 2024Q4: 121,640 shares; 2025Q1: 142,044 shares; 2025Q2: 152,839 shares; 2025Q3: 163,519 shares; 2025Q4: 180,042 shares; 2026Q1: 188,608 shares; 2026Q2: 198,551 shares 198,551 $10.1M 1.12% +9,943 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,111 shares; 2024Q4: 56,050 shares; 2025Q1: 60,543 shares; 2025Q2: 62,684 shares; 2025Q3: 66,664 shares; 2025Q4: 74,026 shares; 2026Q1: 90,205 shares; 2026Q2: 93,129 shares 93,129 $9.53M 1.06% +2,924 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; 2024Q3: 135,666 shares; 2024Q4: 456,424 shares; 2025Q1: 465,380 shares; 2025Q2: 398,002 shares; 2025Q3: 370,585 shares; 2025Q4: 306,885 shares; 2026Q1: 282,347 shares; 2026Q2: 281,058 shares 281,058 $8.91M 0.99% -1,289 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; 2024Q3: 12,012 shares; 2024Q4: 11,848 shares; 2025Q1: 12,079 shares; 2025Q2: 12,327 shares; 2025Q3: 12,115 shares; 2025Q4: 12,920 shares; 2026Q1: 12,393 shares; 2026Q2: 12,120 shares 12,120 $8.76M 0.97% -273 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; 2024Q3: 35,597 shares; 2024Q4: 35,044 shares; 2025Q1: 35,749 shares; 2025Q2: 35,326 shares; 2025Q3: 32,882 shares; 2025Q4: 35,997 shares; 2026Q1: 35,357 shares; 2026Q2: 35,996 shares 35,996 $8.58M 0.95% +639 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; 2024Q3: 8,399 shares; 2024Q4: 8,748 shares; 2025Q1: 9,116 shares; 2025Q2: 9,313 shares; 2025Q3: 9,124 shares; 2025Q4: 9,258 shares; 2026Q1: 9,122 shares; 2026Q2: 71,769 shares 71,769 $8.58M 0.95% +62,647 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,846 shares; 2024Q4: 120,335 shares; 2025Q1: 137,258 shares; 2025Q2: 144,107 shares; 2025Q3: 152,578 shares; 2025Q4: 166,756 shares; 2026Q1: 212,909 shares; 2026Q2: 227,823 shares 227,823 $8.26M 0.92% +14,914 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,143 shares; 2024Q4: 27,681 shares; 2025Q1: 32,838 shares; 2025Q2: 34,197 shares; 2025Q3: 32,593 shares; 2025Q4: 34,338 shares; 2026Q1: 34,338 shares; 2026Q2: 40,389 shares 40,389 $8.08M 0.9% +6,051 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,225 shares; 2024Q4: 42,828 shares; 2025Q1: 46,527 shares; 2025Q2: 47,877 shares; 2025Q3: 51,607 shares; 2025Q4: 59,728 shares; 2026Q1: 63,217 shares; 2026Q2: 80,061 shares 80,061 $7.65M 0.85% +16,844 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; 2024Q3: 1,817 shares; 2024Q4: 2,355 shares; 2025Q1: 8,400 shares; 2025Q2: 8,821 shares; 2025Q3: 8,989 shares; 2025Q4: 9,675 shares; 2026Q1: 10,028 shares; 2026Q2: 10,004 shares 10,004 $6.56M 0.73% -24 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,833 shares; 2024Q4: 20,883 shares; 2025Q1: 21,276 shares; 2025Q2: 21,631 shares; 2025Q3: 16,430 shares; 2025Q4: 16,449 shares; 2026Q1: 16,298 shares; 2026Q2: 16,014 shares 16,014 $6.05M 0.67% -284 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; 2024Q3: 4,318 shares; 2024Q4: 4,573 shares; 2025Q1: 4,589 shares; 2025Q2: 4,835 shares; 2025Q3: 4,884 shares; 2025Q4: 5,023 shares; 2026Q1: 4,987 shares; 2026Q2: 5,036 shares 5,036 $6.04M 0.67% +49 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; 2024Q3: 11,139 shares; 2024Q4: 10,580 shares; 2025Q1: 19,691 shares; 2025Q2: 20,710 shares; 2025Q3: 46,553 shares; 2025Q4: 44,908 shares; 2026Q1: 44,882 shares; 2026Q2: 44,957 shares 44,957 $5.78M 0.64% +75 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; 2024Q3: 1,611 shares; 2024Q4: 1,597 shares; 2025Q1: 5,176 shares; 2025Q2: 5,292 shares; 2025Q3: 5,336 shares; 2025Q4: 5,713 shares; 2026Q1: 5,792 shares; 2026Q2: 7,465 shares 7,465 $5.5M 0.61% +1,673 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; 2024Q3: 8,553 shares; 2024Q4: 8,765 shares; 2025Q1: 9,132 shares; 2025Q2: 9,145 shares; 2025Q3: 8,163 shares; 2025Q4: 8,864 shares; 2026Q1: 9,065 shares; 2026Q2: 9,384 shares 9,384 $5.29M 0.59% +319 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: 1,841 shares; 2025Q1: 20,580 shares; 2025Q2: 21,706 shares; 2025Q3: 21,843 shares; 2025Q4: 22,869 shares; 2026Q1: 23,388 shares; 2026Q2: 38,441 shares 38,441 $4.91M 0.55% +15,053 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; 2024Q3: 9,417 shares; 2024Q4: 9,069 shares; 2025Q1: 9,080 shares; 2025Q2: 9,079 shares; 2025Q3: 8,848 shares; 2025Q4: 9,094 shares; 2026Q1: 9,106 shares; 2026Q2: 9,133 shares 9,133 $4.57M 0.51% +27 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,046 shares; 2024Q4: 180,924 shares; 2025Q1: 145,990 shares; 2025Q2: 126,124 shares; 2025Q3: 117,616 shares; 2025Q4: 118,380 shares; 2026Q1: 115,912 shares; 2026Q2: 119,009 shares 119,009 $4.3M 0.48% +3,097 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,326 shares; 2026Q2: 105,485 shares 105,485 $4.28M 0.48% -7,841 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; 2024Q3: 60,886 shares; 2024Q4: 53,389 shares; 2025Q1: 49,129 shares; 2025Q2: 61,563 shares; 2025Q3: 61,669 shares; 2025Q4: 59,328 shares; 2026Q1: 59,383 shares; 2026Q2: 59,262 shares 59,262 $4.26M 0.47% -121 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,131 shares; 2024Q4: 40,652 shares; 2025Q1: 41,719 shares; 2025Q2: 41,564 shares; 2025Q3: 41,444 shares; 2025Q4: 39,994 shares; 2026Q1: 40,791 shares; 2026Q2: 40,673 shares 40,673 $4M 0.44% -118 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; 2024Q3: 47,155 shares; 2024Q4: 38,093 shares; 2025Q1: 35,290 shares; 2025Q2: 33,353 shares; 2025Q3: 32,722 shares; 2025Q4: 32,080 shares; 2026Q1: 31,177 shares; 2026Q2: 30,848 shares 30,848 $3.9M 0.43% -329 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; 2024Q3: 13,000 shares; 2024Q4: 12,262 shares; 2025Q1: 11,718 shares; 2025Q2: 11,698 shares; 2025Q3: 8,225 shares; 2025Q4: 7,868 shares; 2026Q1: 7,681 shares; 2026Q2: 7,588 shares 7,588 $3.87M 0.43% -93 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; 2024Q3: 11,286 shares; 2024Q4: 10,621 shares; 2025Q1: 10,214 shares; 2025Q2: 10,150 shares; 2025Q3: 10,089 shares; 2025Q4: 10,031 shares; 2026Q1: 10,032 shares; 2026Q2: 9,476 shares 9,476 $3.76M 0.42% -556 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,534 shares; 2024Q4: 12,160 shares; 2025Q1: 11,217 shares; 2025Q2: 10,874 shares; 2025Q3: 10,856 shares; 2025Q4: 10,781 shares; 2026Q1: 10,758 shares; 2026Q2: 10,266 shares 10,266 $3.72M 0.41% -492 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; 2024Q3: 12,856 shares; 2024Q4: 12,361 shares; 2025Q1: 12,010 shares; 2025Q2: 11,823 shares; 2025Q3: 10,696 shares; 2025Q4: 11,518 shares; 2026Q1: 11,460 shares; 2026Q2: 11,352 shares 11,352 $3.72M 0.41% -108 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,490 shares; 2024Q4: 18,351 shares; 2025Q1: 18,997 shares; 2025Q2: 18,921 shares; 2025Q3: 18,888 shares; 2025Q4: 18,250 shares; 2026Q1: 18,616 shares; 2026Q2: 18,716 shares 18,716 $3.7M 0.41% +100 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; 2024Q3: 6,483 shares; 2024Q4: 6,801 shares; 2025Q1: 6,817 shares; 2025Q2: 20,261 shares; 2025Q3: 20,265 shares; 2025Q4: 20,257 shares; 2026Q1: 19,650 shares; 2026Q2: 19,646 shares 19,646 $3.55M 0.4% -4 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,140 shares; 2024Q4: 53,997 shares; 2025Q1: 58,337 shares; 2025Q2: 58,517 shares; 2025Q3: 58,799 shares; 2025Q4: 62,483 shares; 2026Q1: 79,838 shares; 2026Q2: 81,775 shares 81,775 $3.53M 0.39% +1,937 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; 2024Q3: 1,889 shares; 2024Q4: 1,888 shares; 2025Q1: 1,897 shares; 2025Q2: 1,965 shares; 2025Q3: 6,738 shares; 2025Q4: 6,671 shares; 2026Q1: 6,777 shares; 2026Q2: 6,739 shares 6,739 $3.31M 0.37% -38 Timeline ASCI ABRDN FDS More: the full row for ABRDN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,508 shares; 2026Q1: 89,644 shares; 2026Q2: 88,962 shares 88,962 $3.26M 0.36% -682 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,922 shares; 2024Q4: 2,214 shares; 2025Q1: 2,286 shares; 2025Q2: 2,312 shares; 2025Q3: 2,295 shares; 2025Q4: 2,301 shares; 2026Q1: 2,312 shares; 2026Q2: 2,347 shares 2,347 $3.24M 0.36% +35 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,305 shares; 2024Q4: 29,582 shares; 2025Q1: 30,102 shares; 2025Q2: 29,799 shares; 2025Q3: 18,268 shares; 2025Q4: 17,801 shares; 2026Q1: 18,096 shares; 2026Q2: 18,172 shares 18,172 $3.2M 0.36% +76 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,329 shares; 2024Q4: 25,640 shares; 2025Q1: 24,192 shares; 2025Q2: 23,506 shares; 2025Q3: 22,964 shares; 2025Q4: 22,361 shares; 2026Q1: 22,192 shares; 2026Q2: 22,008 shares 22,008 $3.18M 0.35% -184 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; 2024Q3: 5,793 shares; 2024Q4: 4,508 shares; 2025Q1: 4,381 shares; 2025Q2: 4,304 shares; 2025Q3: 12,570 shares; 2025Q4: 12,253 shares; 2026Q1: 12,265 shares; 2026Q2: 14,313 shares 14,313 $3.16M 0.35% +2,048 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; 2024Q3: 650 shares; 2024Q4: 397 shares; 2025Q1: 436 shares; 2025Q2: 6,773 shares; 2025Q3: 6,964 shares; 2025Q4: 7,377 shares; 2026Q1: 8,076 shares; 2026Q2: 8,260 shares 8,260 $3.04M 0.34% +184 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,490 shares; 2024Q4: 46,683 shares; 2025Q1: 43,740 shares; 2025Q2: 37,703 shares; 2025Q3: 31,518 shares; 2025Q4: 23,668 shares; 2026Q1: 22,387 shares; 2026Q2: 20,462 shares 20,462 $3.03M 0.34% -1,925 Timeline RSPT 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; 2024Q3: 46,879 shares; 2024Q4: 46,879 shares; 2025Q1: 46,879 shares; 2025Q2: 46,879 shares; 2025Q3: 46,879 shares; 2025Q4: 46,879 shares; 2026Q1: 46,879 shares; 2026Q2: 46,879 shares 46,879 $3.02M 0.34% 0 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; 2024Q3: 1,064 shares; 2024Q4: 1,127 shares; 2025Q1: 1,215 shares; 2025Q2: 1,076 shares; 2025Q3: 7,451 shares; 2025Q4: 7,264 shares; 2026Q1: 7,227 shares; 2026Q2: 7,236 shares 7,236 $3.01M 0.33% +9 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; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 15 shares; 2025Q3: 15,977 shares; 2025Q4: 15,284 shares; 2026Q1: 15,244 shares; 2026Q2: 14,961 shares 14,961 $2.82M 0.31% -283 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; 2024Q3: 25,039 shares; 2024Q4: 25,135 shares; 2025Q1: 25,213 shares; 2025Q2: 25,799 shares; 2025Q3: 26,392 shares; 2025Q4: 25,351 shares; 2026Q1: 25,619 shares; 2026Q2: 9,394 shares 9,394 $2.8M 0.31% -16,225 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,859 shares; 2024Q4: 10,915 shares; 2025Q1: 11,107 shares; 2025Q2: 11,030 shares; 2025Q3: 10,753 shares; 2025Q4: 10,377 shares; 2026Q1: 10,377 shares; 2026Q2: 10,158 shares 10,158 $2.74M 0.3% -219 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 26 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 2,598 shares; 2025Q4: 2,718 shares; 2026Q1: 2,766 shares; 2026Q2: 2,787 shares 2,787 $2.73M 0.3% +21 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; 2024Q3: 17,556 shares; 2024Q4: 19,900 shares; 2025Q1: 10,709 shares; 2025Q2: 8,970 shares; 2025Q3: 8,555 shares; 2025Q4: 8,848 shares; 2026Q1: 8,708 shares; 2026Q2: 7,448 shares 7,448 $2.72M 0.3% -1,260 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,614 shares; 2024Q4: 5,720 shares; 2025Q1: 3,281 shares; 2025Q2: 3,426 shares; 2025Q3: 3,227 shares; 2025Q4: 3,603 shares; 2026Q1: 3,652 shares; 2026Q2: 3,587 shares 3,587 $2.69M 0.3% -65 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 58 shares; 2025Q1: 200 shares; 2025Q2: 256 shares; 2025Q3: 8,123 shares; 2025Q4: 7,936 shares; 2026Q1: 7,978 shares; 2026Q2: 7,853 shares 7,853 $2.6M 0.29% -125 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,966 shares; 2025Q4: 10,606 shares; 2026Q1: 10,619 shares; 2026Q2: 10,483 shares 10,483 $2.54M 0.28% -136 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; 2024Q3: 3,579 shares; 2024Q4: 3,885 shares; 2025Q1: 3,858 shares; 2025Q2: 3,868 shares; 2025Q3: 2,052 shares; 2025Q4: 3,408 shares; 2026Q1: 3,435 shares; 2026Q2: 3,393 shares 3,393 $2.53M 0.28% -42 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,495 shares; 2026Q2: 13,217 shares 13,217 $2.51M 0.28% -278 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,054 shares; 2024Q4: 60,568 shares; 2025Q1: 60,140 shares; 2025Q2: 58,822 shares; 2025Q3: 56,735 shares; 2025Q4: 52,417 shares; 2026Q1: 52,014 shares; 2026Q2: 49,543 shares 49,543 $2.51M 0.28% -2,471 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,381 shares; 2024Q4: 157,835 shares; 2025Q1: 98,566 shares; 2025Q2: 87,332 shares; 2025Q3: 78,112 shares; 2025Q4: 61,100 shares; 2026Q1: 57,318 shares; 2026Q2: 51,437 shares 51,437 $2.48M 0.28% -5,881 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 19 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 2,571 shares; 2025Q4: 2,615 shares; 2026Q1: 2,628 shares; 2026Q2: 3,147 shares 3,147 $2.38M 0.26% +519 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,406 shares; 2024Q4: 11,638 shares; 2025Q1: 11,867 shares; 2025Q2: 11,830 shares; 2025Q3: 11,536 shares; 2025Q4: 11,121 shares; 2026Q1: 11,208 shares; 2026Q2: 11,061 shares 11,061 $2.28M 0.25% -147 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; 2024Q3: 8,764 shares; 2024Q4: 9,513 shares; 2025Q1: 8,112 shares; 2025Q2: 8,058 shares; 2025Q3: 8,204 shares; 2025Q4: 7,814 shares; 2026Q1: 7,792 shares; 2026Q2: 7,751 shares 7,751 $2.27M 0.25% -41 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; 2024Q3: 5,291 shares; 2024Q4: 5,291 shares; 2025Q1: 5,074 shares; 2025Q2: 5,593 shares; 2025Q3: 22,952 shares; 2025Q4: 23,175 shares; 2026Q1: 23,361 shares; 2026Q2: 23,227 shares 23,227 $2.24M 0.25% -134 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,674 shares; 2025Q2: 28,267 shares; 2025Q3: 42,024 shares; 2025Q4: 40,875 shares; 2026Q1: 41,019 shares; 2026Q2: 40,135 shares 40,135 $2.23M 0.25% -884 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 15 shares; 2025Q2: 12 shares; 2025Q3: 9,445 shares; 2025Q4: 9,199 shares; 2026Q1: 9,249 shares; 2026Q2: 10,981 shares 10,981 $2.21M 0.25% +1,732 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; 2024Q3: 30,155 shares; 2024Q4: 27,938 shares; 2025Q1: 25,981 shares; 2025Q2: 25,639 shares; 2025Q3: 25,295 shares; 2025Q4: 24,632 shares; 2026Q1: 24,235 shares; 2026Q2: 23,901 shares 23,901 $2.21M 0.25% -334 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,592 shares; 2025Q4: 22,120 shares; 2026Q1: 22,208 shares; 2026Q2: 22,036 shares 22,036 $2.21M 0.25% -172 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,895 shares; 2024Q4: 38,215 shares; 2025Q1: 38,803 shares; 2025Q2: 39,653 shares; 2025Q3: 40,093 shares; 2025Q4: 42,114 shares; 2026Q1: 43,033 shares; 2026Q2: 30,340 shares 30,340 $2.19M 0.24% -12,693 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,743 shares; 2025Q4: 3,800 shares; 2026Q1: 3,844 shares; 2026Q2: 3,814 shares 3,814 $2.19M 0.24% -30 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,349 shares; 2024Q4: 4,349 shares; 2025Q1: 4,349 shares; 2025Q2: 4,349 shares; 2025Q3: 197 shares; 2025Q4: 4,349 shares; 2026Q1: 4,349 shares; 2026Q2: 17,396 shares 17,396 $2.16M 0.24% +13,047 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; 2024Q3: 964 shares; 2024Q4: 1,023 shares; 2025Q1: 1,069 shares; 2025Q2: 1,051 shares; 2025Q3: 1,017 shares; 2025Q4: 1,013 shares; 2026Q1: 1,013 shares; 2026Q2: 1,050 shares 1,050 $2.09M 0.23% +37 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,218 shares; 2024Q4: 53,993 shares; 2025Q1: 49,431 shares; 2025Q2: 45,013 shares; 2025Q3: 42,115 shares; 2025Q4: 37,029 shares; 2026Q1: 29,048 shares; 2026Q2: 28,982 shares 28,982 $2.08M 0.23% -66 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 69 shares; 2025Q1: 43 shares; 2025Q2: 38 shares; 2025Q3: 15,721 shares; 2025Q4: 15,199 shares; 2026Q1: 15,338 shares; 2026Q2: 15,131 shares 15,131 $2.08M 0.23% -207 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,965 shares; 2024Q4: 13,916 shares; 2025Q1: 14,014 shares; 2025Q2: 13,546 shares; 2025Q3: 18,855 shares; 2025Q4: 20,198 shares; 2026Q1: 20,198 shares; 2026Q2: 20,198 shares 20,198 $1.99M 0.22% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 24 shares; 2025Q1: 18 shares; 2025Q2: 14 shares; 2025Q3: 12,240 shares; 2025Q4: 11,992 shares; 2026Q1: 12,160 shares; 2026Q2: 12,037 shares 12,037 $1.96M 0.22% -123 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,941 shares; 2024Q4: 8,838 shares; 2025Q1: 24,395 shares; 2025Q2: 23,805 shares; 2025Q3: 25,065 shares; 2025Q4: 25,899 shares; 2026Q1: 21,673 shares; 2026Q2: 21,540 shares 21,540 $1.94M 0.22% -133 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,708 shares; 2024Q4: 3,866 shares; 2025Q1: 4,021 shares; 2025Q2: 4,075 shares; 2025Q3: 2,898 shares; 2025Q4: 3,933 shares; 2026Q1: 3,984 shares; 2026Q2: 4,556 shares 4,556 $1.92M 0.21% +572 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,740 shares; 2024Q4: 36,199 shares; 2025Q1: 40,033 shares; 2025Q2: 39,263 shares; 2025Q3: 39,758 shares; 2025Q4: 48,465 shares; 2026Q1: 52,804 shares; 2026Q2: 52,507 shares 52,507 $1.91M 0.21% -297 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,420 shares; 2025Q1: 2,233 shares; 2025Q2: 2,167 shares; 2025Q3: 2,141 shares; 2025Q4: 2,121 shares; 2026Q1: 2,084 shares; 2026Q2: 1,969 shares 1,969 $1.89M 0.21% -115 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,844 shares; 2024Q4: 6,154 shares; 2025Q1: 6,119 shares; 2025Q2: 5,777 shares; 2025Q3: 5,657 shares; 2025Q4: 5,633 shares; 2026Q1: 5,590 shares; 2026Q2: 5,485 shares 5,485 $1.87M 0.21% -105 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 6 shares; 2025Q3: 8,901 shares; 2025Q4: 8,702 shares; 2026Q1: 8,806 shares; 2026Q2: 8,709 shares 8,709 $1.86M 0.21% -97 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,051 shares; 2024Q4: 18,038 shares; 2025Q1: 18,070 shares; 2025Q2: 17,795 shares; 2025Q3: 17,848 shares; 2025Q4: 17,268 shares; 2026Q1: 16,642 shares; 2026Q2: 15,711 shares 15,711 $1.85M 0.21% -931 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; 2024Q3: 1,566 shares; 2024Q4: 1,071 shares; 2025Q1: 911 shares; 2025Q2: 907 shares; 2025Q3: 8,109 shares; 2025Q4: 7,934 shares; 2026Q1: 8,183 shares; 2026Q2: 8,198 shares 8,198 $1.84M 0.2% +15 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; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 74 shares; 2025Q2: 73 shares; 2025Q3: 4,787 shares; 2025Q4: 4,724 shares; 2026Q1: 4,742 shares; 2026Q2: 4,688 shares 4,688 $1.83M 0.2% -54 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; 2024Q3: 5,124 shares; 2024Q4: 5,248 shares; 2025Q1: 5,354 shares; 2025Q2: 5,295 shares; 2025Q3: 5,295 shares; 2025Q4: 5,190 shares; 2026Q1: 4,944 shares; 2026Q2: 4,912 shares 4,912 $1.82M 0.2% -32 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88 shares; 2024Q4: 156 shares; 2025Q1: 263 shares; 2025Q2: 259 shares; 2025Q3: 5,717 shares; 2025Q4: 5,691 shares; 2026Q1: 5,747 shares; 2026Q2: 5,694 shares 5,694 $1.79M 0.2% -53 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,311 shares; 2024Q4: 27,248 shares; 2025Q1: 29,982 shares; 2025Q2: 30,601 shares; 2025Q3: 30,514 shares; 2025Q4: 31,325 shares; 2026Q1: 31,430 shares; 2026Q2: 33,635 shares 33,635 $1.76M 0.2% +2,205 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,770 shares; 2024Q4: 8,908 shares; 2025Q1: 9,153 shares; 2025Q2: 9,179 shares; 2025Q3: 10,419 shares; 2025Q4: 10,114 shares; 2026Q1: 10,205 shares; 2026Q2: 10,074 shares 10,074 $1.71M 0.19% -131 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,585 shares; 2024Q4: 6,650 shares; 2025Q1: 6,926 shares; 2025Q2: 6,941 shares; 2025Q3: 1,583 shares; 2025Q4: 1,578 shares; 2026Q1: 1,598 shares; 2026Q2: 1,582 shares 1,582 $1.69M 0.19% -16 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,265 shares; 2025Q4: 8,020 shares; 2026Q1: 8,075 shares; 2026Q2: 7,979 shares 7,979 $1.68M 0.19% -96 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,564 shares; 2024Q4: 10,640 shares; 2025Q1: 12,047 shares; 2025Q2: 12,352 shares; 2025Q3: 11,370 shares; 2025Q4: 13,175 shares; 2026Q1: 13,391 shares; 2026Q2: 13,387 shares 13,387 $1.67M 0.19% -4 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,548 shares; 2024Q4: 12,760 shares; 2025Q1: 13,023 shares; 2025Q2: 13,033 shares; 2025Q3: 6,749 shares; 2025Q4: 6,667 shares; 2026Q1: 6,501 shares; 2026Q2: 6,145 shares 6,145 $1.66M 0.18% -356 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; 2024Q3: 14,658 shares; 2024Q4: 13,736 shares; 2025Q1: 13,280 shares; 2025Q2: 13,456 shares; 2025Q3: 13,458 shares; 2025Q4: 13,140 shares; 2026Q1: 13,188 shares; 2026Q2: 13,913 shares 13,913 $1.63M 0.18% +725 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,728 shares; 2024Q4: 4,750 shares; 2025Q1: 4,740 shares; 2025Q2: 4,743 shares; 2025Q3: 4,746 shares; 2025Q4: 4,746 shares; 2026Q1: 4,737 shares; 2026Q2: 4,745 shares 4,745 $1.62M 0.18% +8 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; 2024Q3: 9,045 shares; 2024Q4: 8,885 shares; 2025Q1: 9,512 shares; 2025Q2: 9,854 shares; 2025Q3: 5,839 shares; 2025Q4: 9,914 shares; 2026Q1: 10,031 shares; 2026Q2: 10,062 shares 10,062 $1.59M 0.18% +31 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,722 shares; 2024Q4: 3,662 shares; 2025Q1: 3,662 shares; 2025Q2: 3,662 shares; 2025Q3: 3,962 shares; 2025Q4: 3,962 shares; 2026Q1: 3,962 shares; 2026Q2: 3,981 shares 3,981 $1.57M 0.17% +19 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; 2024Q3: 30,346 shares; 2024Q4: 42,940 shares; 2025Q1: 42,962 shares; 2025Q2: 43,252 shares; 2025Q3: 41,291 shares; 2025Q4: 42,103 shares; 2026Q1: 42,126 shares; 2026Q2: 42,447 shares 42,447 $1.56M 0.17% +321 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: 1,730 shares; 2025Q1: 2,501 shares; 2025Q2: 2,505 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares; 2026Q1: 2,425 shares; 2026Q2: 2,433 shares 2,433 $1.54M 0.17% +8 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,318 shares; 2024Q4: 20,963 shares; 2025Q1: 19,228 shares; 2025Q2: 18,480 shares; 2025Q3: 18,479 shares; 2025Q4: 18,520 shares; 2026Q1: 18,487 shares; 2026Q2: 18,489 shares 18,489 $1.53M 0.17% +2 Timeline BRK-A 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.17% 0 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; 2024Q3: 14,736 shares; 2024Q4: 13,034 shares; 2025Q1: 11,912 shares; 2025Q2: 11,631 shares; 2025Q3: 11,518 shares; 2025Q4: 11,342 shares; 2026Q1: 11,159 shares; 2026Q2: 10,373 shares 10,373 $1.48M 0.17% -786 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,204 shares; 2024Q4: 9,331 shares; 2025Q1: 9,644 shares; 2025Q2: 9,740 shares; 2025Q3: 10,771 shares; 2025Q4: 9,832 shares; 2026Q1: 9,460 shares; 2026Q2: 9,449 shares 9,449 $1.48M 0.16% -11 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,098 shares; 2024Q4: 7,279 shares; 2025Q1: 7,464 shares; 2025Q2: 7,471 shares; 2025Q3: 7,655 shares; 2025Q4: 7,475 shares; 2026Q1: 7,568 shares; 2026Q2: 7,495 shares 7,495 $1.46M 0.16% -73 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,994 shares; 2024Q4: 5,105 shares; 2025Q1: 5,511 shares; 2025Q2: 5,608 shares; 2025Q3: 5,620 shares; 2025Q4: 5,643 shares; 2026Q1: 5,590 shares; 2026Q2: 5,759 shares 5,759 $1.45M 0.16% +169 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 35,163 shares; 2025Q4: 33,998 shares; 2026Q1: 34,240 shares; 2026Q2: 34,658 shares 34,658 $1.45M 0.16% +418 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; 2024Q3: 2,808 shares; 2024Q4: 2,774 shares; 2025Q1: 2,774 shares; 2025Q2: 2,850 shares; 2025Q3: 2,816 shares; 2025Q4: 2,798 shares; 2026Q1: 2,785 shares; 2026Q2: 2,756 shares 2,756 $1.44M 0.16% -29 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,910 shares; 2024Q4: 15,890 shares; 2025Q1: 17,291 shares; 2025Q2: 17,762 shares; 2025Q3: 18,313 shares; 2025Q4: 18,556 shares; 2026Q1: 18,754 shares; 2026Q2: 18,910 shares 18,910 $1.43M 0.16% +156 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,014 shares; 2024Q4: 54,966 shares; 2025Q1: 52,675 shares; 2025Q2: 50,524 shares; 2025Q3: 50,998 shares; 2025Q4: 48,205 shares; 2026Q1: 45,919 shares; 2026Q2: 45,820 shares 45,820 $1.42M 0.16% -99 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 1,181 shares; 2025Q1: 8,906 shares; 2025Q2: 10,748 shares; 2025Q3: 10,453 shares; 2025Q4: 10,970 shares; 2026Q1: 10,307 shares; 2026Q2: 9,696 shares 9,696 $1.42M 0.16% -611 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 73 shares; 2025Q1: 40 shares; 2025Q2: 41 shares; 2025Q3: 18,952 shares; 2025Q4: 18,336 shares; 2026Q1: 18,561 shares; 2026Q2: 18,461 shares 18,461 $1.42M 0.16% -100 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,999 shares; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,999 shares; 2025Q3: 4,999 shares; 2025Q4: 4,999 shares; 2026Q1: 4,999 shares; 2026Q2: 4,999 shares 4,999 $1.37M 0.15% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,901 shares; 2024Q4: 16,588 shares; 2025Q1: 15,363 shares; 2025Q2: 9,069 shares; 2025Q3: 7,348 shares; 2025Q4: 8,382 shares; 2026Q1: 8,238 shares; 2026Q2: 8,627 shares 8,627 $1.37M 0.15% +389 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; 2024Q3: 2,613 shares; 2024Q4: 2,603 shares; 2025Q1: 2,705 shares; 2025Q2: 2,702 shares; 2025Q3: 1,661 shares; 2025Q4: 2,671 shares; 2026Q1: 2,654 shares; 2026Q2: 15,594 shares 15,594 $1.34M 0.15% +12,940 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 798 shares; 2025Q1: 787 shares; 2025Q2: 788 shares; 2025Q3: 778 shares; 2025Q4: 787 shares; 2026Q1: 787 shares; 2026Q2: 787 shares 787 $1.34M 0.15% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: 525 shares; 2025Q1: 20,951 shares; 2025Q2: 20,754 shares; 2025Q3: 20,485 shares; 2025Q4: 20,636 shares; 2026Q1: 16,023 shares; 2026Q2: 14,682 shares 14,682 $1.33M 0.15% -1,341 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,086 shares; 2024Q4: 2,412 shares; 2025Q1: 3,134 shares; 2025Q2: 3,004 shares; 2025Q3: 2,839 shares; 2025Q4: 3,368 shares; 2026Q1: 3,478 shares; 2026Q2: 3,583 shares 3,583 $1.27M 0.14% +105 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,630 shares; 2024Q4: 10,702 shares; 2025Q1: 10,811 shares; 2025Q2: 10,666 shares; 2025Q3: 10,034 shares; 2025Q4: 9,714 shares; 2026Q1: 10,014 shares; 2026Q2: 10,016 shares 10,016 $1.26M 0.14% +2 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,542 shares; 2024Q4: 9,639 shares; 2025Q1: 10,404 shares; 2025Q2: 9,862 shares; 2025Q3: 11,539 shares; 2025Q4: 11,646 shares; 2026Q1: 11,647 shares; 2026Q2: 11,556 shares 11,556 $1.23M 0.14% -91 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,837 shares; 2024Q4: 9,152 shares; 2025Q1: 8,842 shares; 2025Q2: 8,033 shares; 2025Q3: 7,884 shares; 2025Q4: 7,889 shares; 2026Q1: 7,859 shares; 2026Q2: 7,794 shares 7,794 $1.22M 0.14% -65 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,719 shares; 2025Q4: 8,473 shares; 2026Q1: 8,636 shares; 2026Q2: 8,678 shares 8,678 $1.19M 0.13% +42 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,729 shares; 2026Q1: 6,425 shares; 2026Q2: 6,936 shares 6,936 $1.14M 0.13% +511 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,140 shares; 2024Q4: 11,294 shares; 2025Q1: 11,232 shares; 2025Q2: 11,127 shares; 2025Q3: 11,031 shares; 2025Q4: 10,711 shares; 2026Q1: 10,348 shares; 2026Q2: 8,862 shares 8,862 $1.05M 0.12% -1,486 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,856 shares; 2024Q4: 11,663 shares; 2025Q1: 12,027 shares; 2025Q2: 12,343 shares; 2025Q3: 12,545 shares; 2025Q4: 12,722 shares; 2026Q1: 12,514 shares; 2026Q2: 9,250 shares 9,250 $1.05M 0.12% -3,264 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,664 shares; 2024Q4: 2,664 shares; 2025Q1: 2,664 shares; 2025Q2: 2,664 shares; 2025Q3: 4,370 shares; 2025Q4: 8,825 shares; 2026Q1: 11,964 shares; 2026Q2: 13,372 shares 13,372 $1.03M 0.11% +1,408 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; 2024Q3: 13,851 shares; 2024Q4: 3,603 shares; 2025Q1: 3,476 shares; 2025Q2: 3,695 shares; 2025Q3: 3,526 shares; 2025Q4: 3,514 shares; 2026Q1: 3,616 shares; 2026Q2: 3,613 shares 3,613 $1.02M 0.11% -3 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; 2024Q3: 711 shares; 2024Q4: 702 shares; 2025Q1: 1,215 shares; 2025Q2: 1,032 shares; 2025Q3: 931 shares; 2025Q4: 981 shares; 2026Q1: 1,143 shares; 2026Q2: 1,745 shares 1,745 $1.01M 0.11% +602 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; 2024Q3: 5,115 shares; 2024Q4: 4,925 shares; 2025Q1: 4,766 shares; 2025Q2: 4,755 shares; 2025Q3: 4,721 shares; 2025Q4: 4,654 shares; 2026Q1: 4,213 shares; 2026Q2: 3,716 shares 3,716 $1.01M 0.11% -497 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,656 shares; 2024Q4: 3,519 shares; 2025Q1: 3,456 shares; 2025Q2: 3,355 shares; 2025Q3: 3,756 shares; 2025Q4: 4,071 shares; 2026Q1: 3,995 shares; 2026Q2: 3,962 shares 3,962 $1.01M 0.11% -33 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,229 shares; 2024Q4: 2,114 shares; 2025Q1: 2,873 shares; 2025Q2: 2,777 shares; 2025Q3: 2,726 shares; 2025Q4: 2,580 shares; 2026Q1: 2,393 shares; 2026Q2: 3,609 shares 3,609 $922K 0.1% +1,216 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; 2024Q3: 897 shares; 2024Q4: 911 shares; 2025Q1: 896 shares; 2025Q2: 874 shares; 2025Q3: 884 shares; 2025Q4: 889 shares; 2026Q1: 880 shares; 2026Q2: 888 shares 888 $898K 0.1% +8 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 44 shares; 2025Q1: 58 shares; 2025Q2: 61 shares; 2025Q3: 2,941 shares; 2025Q4: 3,062 shares; 2026Q1: 3,127 shares; 2026Q2: 3,381 shares 3,381 $882K 0.1% +254 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; 2024Q3: 3,296 shares; 2024Q4: 2,926 shares; 2025Q1: 3,003 shares; 2025Q2: 2,788 shares; 2025Q3: 2,752 shares; 2025Q4: 2,786 shares; 2026Q1: 2,785 shares; 2026Q2: 2,784 shares 2,784 $876K 0.1% -1 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; 2024Q3: 587 shares; 2024Q4: 492 shares; 2025Q1: 392 shares; 2025Q2: 249 shares; 2025Q3: 223 shares; 2025Q4: 247 shares; 2026Q1: 371 shares; 2026Q2: 755 shares 755 $871K 0.1% +384 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,156 shares; 2024Q4: 15,375 shares; 2025Q1: 15,690 shares; 2025Q2: 15,885 shares; 2025Q3: 4,798 shares; 2025Q4: 4,761 shares; 2026Q1: 4,749 shares; 2026Q2: 4,697 shares 4,697 $868K 0.1% -52 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,794 shares; 2025Q4: 16,750 shares; 2026Q1: 16,174 shares; 2026Q2: 16,036 shares 16,036 $851K 0.09% -138 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669 shares; 2024Q4: 1,742 shares; 2025Q1: 1,730 shares; 2025Q2: 3,984 shares; 2025Q3: 4,518 shares; 2025Q4: 4,546 shares; 2026Q1: 3,899 shares; 2026Q2: 3,741 shares 3,741 $810K 0.09% -158 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,149 shares; 2024Q4: 9,162 shares; 2025Q1: 9,422 shares; 2025Q2: 9,962 shares; 2025Q3: 9,751 shares; 2025Q4: 9,764 shares; 2026Q1: 9,577 shares; 2026Q2: 9,711 shares 9,711 $803K 0.09% +134 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; 2024Q3: 3,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: 3,362 shares; 2025Q3: 3,404 shares; 2025Q4: 3,404 shares; 2026Q1: 3,362 shares; 2026Q2: 3,362 shares 3,362 $796K 0.09% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,531 shares; 2024Q4: 7,880 shares; 2025Q1: 6,346 shares; 2025Q2: 6,000 shares; 2025Q3: 5,913 shares; 2025Q4: 5,854 shares; 2026Q1: 5,829 shares; 2026Q2: 5,516 shares 5,516 $775K 0.09% -313 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; 2024Q3: 6,431 shares; 2024Q4: 6,507 shares; 2025Q1: 5,632 shares; 2025Q2: 5,628 shares; 2025Q3: 5,400 shares; 2025Q4: 5,378 shares; 2026Q1: 5,215 shares; 2026Q2: 4,972 shares 4,972 $729K 0.08% -243 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,397 shares; 2024Q4: 8,397 shares; 2025Q1: 8,683 shares; 2025Q2: 8,397 shares; 2025Q3: 7,290 shares; 2025Q4: 7,686 shares; 2026Q1: 7,629 shares; 2026Q2: 7,629 shares 7,629 $725K 0.08% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,816 shares; 2024Q4: 5,827 shares; 2025Q1: 5,897 shares; 2025Q2: 14,216 shares; 2025Q3: 13,844 shares; 2025Q4: 13,025 shares; 2026Q1: 12,184 shares; 2026Q2: 12,036 shares 12,036 $696K 0.08% -148 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,494 shares; 2024Q4: 11,788 shares; 2025Q1: 11,439 shares; 2025Q2: 11,432 shares; 2025Q3: 12,841 shares; 2025Q4: 14,084 shares; 2026Q1: 15,415 shares; 2026Q2: 15,727 shares 15,727 $683K 0.08% +312 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,063 shares; 2024Q4: 7,264 shares; 2025Q1: 7,250 shares; 2025Q2: 7,396 shares; 2025Q3: 9,368 shares; 2025Q4: 10,961 shares; 2026Q1: 11,885 shares; 2026Q2: 10,849 shares 10,849 $681K 0.08% -1,036 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: 1,239 shares; 2025Q1: 1,371 shares; 2025Q2: 1,373 shares; 2025Q3: 1,093 shares; 2025Q4: 1,203 shares; 2026Q1: 1,187 shares; 2026Q2: 1,091 shares 1,091 $680K 0.08% -96 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,214 shares; 2024Q4: 20,668 shares; 2025Q1: 20,659 shares; 2025Q2: 23,964 shares; 2025Q3: 23,981 shares; 2025Q4: 22,360 shares; 2026Q1: 16,650 shares; 2026Q2: 15,996 shares 15,996 $677K 0.08% -654 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: 832 shares; 2025Q1: 1,596 shares; 2025Q2: 1,604 shares; 2025Q3: 1,611 shares; 2025Q4: 3,553 shares; 2026Q1: 3,534 shares; 2026Q2: 3,547 shares 3,547 $673K 0.07% +13 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; 2024Q3: 8,674 shares; 2024Q4: 8,685 shares; 2025Q1: 9,568 shares; 2025Q2: 11,007 shares; 2025Q3: 10,916 shares; 2025Q4: 11,042 shares; 2026Q1: 11,175 shares; 2026Q2: 11,735 shares 11,735 $669K 0.07% +560 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,965 shares 2,965 $664K 0.07% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,980 shares 2,980 $659K 0.07% new 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; 2024Q3: 4,339 shares; 2024Q4: 3,617 shares; 2025Q1: 3,473 shares; 2025Q2: 3,476 shares; 2025Q3: 3,375 shares; 2025Q4: 3,314 shares; 2026Q1: 3,271 shares; 2026Q2: 3,235 shares 3,235 $649K 0.07% -36 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; 2024Q3: 6,474 shares; 2024Q4: 6,718 shares; 2025Q1: 9,376 shares; 2025Q2: 9,410 shares; 2025Q3: 9,465 shares; 2025Q4: 9,402 shares; 2026Q1: 8,935 shares; 2026Q2: 8,955 shares 8,955 $646K 0.07% +20 Timeline MEAR 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; 2024Q3: 3,680 shares; 2024Q4: 5,147 shares; 2025Q1: 5,674 shares; 2025Q2: 7,046 shares; 2025Q3: 7,585 shares; 2025Q4: 10,755 shares; 2026Q1: 10,900 shares; 2026Q2: 12,756 shares 12,756 $643K 0.07% +1,856 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,550 shares; 2024Q4: 30,700 shares; 2025Q1: 30,630 shares; 2025Q2: 29,321 shares; 2025Q3: 22,029 shares; 2025Q4: 29,321 shares; 2026Q1: 26,321 shares; 2026Q2: 26,321 shares 26,321 $637K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,672 shares; 2024Q4: 1,537 shares; 2025Q1: 1,608 shares; 2025Q2: 1,608 shares; 2025Q3: 1,550 shares; 2025Q4: 1,676 shares; 2026Q1: 1,686 shares; 2026Q2: 1,698 shares 1,698 $635K 0.07% +12 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,682 shares; 2024Q4: 23,652 shares; 2025Q1: 16,602 shares; 2025Q2: 13,023 shares; 2025Q3: 12,189 shares; 2025Q4: 10,692 shares; 2026Q1: 10,660 shares; 2026Q2: 10,504 shares 10,504 $634K 0.07% -156 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,220 shares; 2024Q4: 9,256 shares; 2025Q1: 9,217 shares; 2025Q2: 9,163 shares; 2025Q3: 10,406 shares; 2025Q4: 11,604 shares; 2026Q1: 12,839 shares; 2026Q2: 13,007 shares 13,007 $617K 0.07% +168 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,633 shares; 2024Q4: 5,470 shares; 2025Q1: 7,183 shares; 2025Q2: 7,945 shares; 2025Q3: 8,039 shares; 2025Q4: 11,158 shares; 2026Q1: 11,518 shares; 2026Q2: 10,007 shares 10,007 $603K 0.07% -1,511 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,587 shares; 2024Q4: 5,652 shares; 2025Q1: 5,649 shares; 2025Q2: 5,775 shares; 2025Q3: 5,861 shares; 2025Q4: 6,140 shares; 2026Q1: 6,285 shares; 2026Q2: 1,929 shares 1,929 $591K 0.07% -4,356 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; 2024Q3: 1,100 shares; 2024Q4: 1,172 shares; 2025Q1: 1,318 shares; 2025Q2: 1,459 shares; 2025Q3: 1,471 shares; 2025Q4: 1,664 shares; 2026Q1: 1,610 shares; 2026Q2: 1,738 shares 1,738 $588K 0.07% +128 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,809 shares; 2024Q4: 5,814 shares; 2025Q1: 5,814 shares; 2025Q2: 5,815 shares; 2025Q3: 5,611 shares; 2025Q4: 5,610 shares; 2026Q1: 5,175 shares; 2026Q2: 10,350 shares 10,350 $581K 0.06% +5,175 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574 shares; 2024Q4: 1,739 shares; 2025Q1: 1,935 shares; 2025Q2: 2,410 shares; 2025Q3: 2,490 shares; 2025Q4: 2,592 shares; 2026Q1: 2,631 shares; 2026Q2: 2,688 shares 2,688 $562K 0.06% +57 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658 shares; 2024Q4: 658 shares; 2025Q1: 453 shares; 2025Q2: 448 shares; 2025Q3: 467 shares; 2025Q4: 1,056 shares; 2026Q1: 1,161 shares; 2026Q2: 1,160 shares 1,160 $561K 0.06% -1 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,962 shares; 2024Q4: 3,962 shares; 2025Q1: 3,962 shares; 2025Q2: 3,962 shares; 2025Q3: not reported; 2025Q4: 3,962 shares; 2026Q1: 3,962 shares; 2026Q2: 3,962 shares 3,962 $542K 0.06% 0 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,844 shares; 2024Q4: 21,363 shares; 2025Q1: 21,363 shares; 2025Q2: 20,706 shares; 2025Q3: 20,706 shares; 2025Q4: 20,706 shares; 2026Q1: 22,635 shares; 2026Q2: 22,635 shares 22,635 $535K 0.06% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,874 shares; 2024Q4: 7,749 shares; 2025Q1: 6,352 shares; 2025Q2: 5,987 shares; 2025Q3: 5,207 shares; 2025Q4: 4,890 shares; 2026Q1: 4,234 shares; 2026Q2: 3,911 shares 3,911 $530K 0.06% -323 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; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,956 shares; 2025Q2: 1,428 shares; 2025Q3: 1,325 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares; 2026Q2: 2,628 shares 2,628 $501K 0.06% -22 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,788 shares; 2024Q4: 4,182 shares; 2025Q1: 3,389 shares; 2025Q2: 3,251 shares; 2025Q3: 2,521 shares; 2025Q4: 2,630 shares; 2026Q1: 2,621 shares; 2026Q2: 2,621 shares 2,621 $498K 0.06% 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; 2024Q3: 21,433 shares; 2024Q4: 21,858 shares; 2025Q1: 20,727 shares; 2025Q2: 21,967 shares; 2025Q3: 21,765 shares; 2025Q4: 20,966 shares; 2026Q1: 22,426 shares; 2026Q2: 23,851 shares 23,851 $494K 0.05% +1,425 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,080 shares; 2024Q4: 3,901 shares; 2025Q1: 4,048 shares; 2025Q2: 4,189 shares; 2025Q3: 4,818 shares; 2025Q4: 4,741 shares; 2026Q1: 4,742 shares; 2026Q2: 4,740 shares 4,740 $487K 0.05% -2 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,812 shares; 2024Q4: 2,257 shares; 2025Q1: 2,977 shares; 2025Q2: 3,271 shares; 2025Q3: 3,283 shares; 2025Q4: 3,338 shares; 2026Q1: 3,454 shares; 2026Q2: 17,584 shares 17,584 $482K 0.05% +14,130 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; 2024Q3: 2,048 shares; 2024Q4: 2,007 shares; 2025Q1: 2,011 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares; 2025Q4: 2,012 shares; 2026Q1: 2,014 shares; 2026Q2: 1,941 shares 1,941 $478K 0.05% -73 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; 2024Q3: 9,117 shares; 2024Q4: 9,721 shares; 2025Q1: 9,558 shares; 2025Q2: 8,633 shares; 2025Q3: 8,640 shares; 2025Q4: 9,475 shares; 2026Q1: 9,461 shares; 2026Q2: 9,582 shares 9,582 $477K 0.05% +121 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; 2024Q3: 2,271 shares; 2024Q4: 2,442 shares; 2025Q1: 2,535 shares; 2025Q2: 2,558 shares; 2025Q3: 506 shares; 2025Q4: 492 shares; 2026Q1: 530 shares; 2026Q2: 507 shares 507 $475K 0.05% -23 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,192 shares; 2024Q4: 5,340 shares; 2025Q1: 7,581 shares; 2025Q2: 8,615 shares; 2025Q3: 8,830 shares; 2025Q4: 8,982 shares; 2026Q1: 9,389 shares; 2026Q2: 9,608 shares 9,608 $473K 0.05% +219 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,184 shares; 2025Q3: 1,184 shares; 2025Q4: 1,184 shares; 2026Q1: 1,184 shares; 2026Q2: 1,184 shares 1,184 $470K 0.05% 0 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; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 354 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 381 shares; 2026Q1: 389 shares; 2026Q2: 390 shares 390 $458K 0.05% +1 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 248 shares; 2025Q4: 2,991 shares; 2026Q1: 5,164 shares; 2026Q2: 5,164 shares 5,164 $457K 0.05% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,626 shares; 2024Q4: 3,626 shares; 2025Q1: 7,436 shares; 2025Q2: 7,436 shares; 2025Q3: 7,436 shares; 2025Q4: 7,436 shares; 2026Q1: 7,367 shares; 2026Q2: 7,367 shares 7,367 $434K 0.05% 0 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; 2024Q3: 507 shares; 2024Q4: 644 shares; 2025Q1: 839 shares; 2025Q2: 1,155 shares; 2025Q3: 1,114 shares; 2025Q4: 1,387 shares; 2026Q1: 1,428 shares; 2026Q2: 1,449 shares 1,449 $432K 0.05% +21 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,888 shares; 2024Q4: 3,888 shares; 2025Q1: 3,888 shares; 2025Q2: 3,888 shares; 2025Q3: 1,820 shares; 2025Q4: 3,876 shares; 2026Q1: 3,876 shares; 2026Q2: 3,876 shares 3,876 $428K 0.05% 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; 2024Q3: 736 shares; 2024Q4: 652 shares; 2025Q1: 634 shares; 2025Q2: 635 shares; 2025Q3: 616 shares; 2025Q4: 620 shares; 2026Q1: 621 shares; 2026Q2: 598 shares 598 $426K 0.05% -23 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; 2024Q3: 1,427 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,297 shares; 2025Q4: 1,297 shares; 2026Q1: 1,297 shares; 2026Q2: 5,188 shares 5,188 $418K 0.05% +3,891 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; 2024Q3: 2,141 shares; 2024Q4: 2,141 shares; 2025Q1: 2,141 shares; 2025Q2: 2,141 shares; 2025Q3: 2,141 shares; 2025Q4: 2,141 shares; 2026Q1: 1,566 shares; 2026Q2: 1,566 shares 1,566 $415K 0.05% 0 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,295 shares; 2024Q4: 3,386 shares; 2025Q1: 5,143 shares; 2025Q2: 5,955 shares; 2025Q3: 5,979 shares; 2025Q4: 6,075 shares; 2026Q1: 6,383 shares; 2026Q2: 6,534 shares 6,534 $402K 0.04% +151 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,487 shares; 2024Q4: 27,117 shares; 2025Q1: 8,636 shares; 2025Q2: 6,900 shares; 2025Q3: 6,887 shares; 2025Q4: 6,776 shares; 2026Q1: 6,769 shares; 2026Q2: 5,125 shares 5,125 $401K 0.04% -1,644 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,410 shares; 2024Q4: 2,604 shares; 2025Q1: 3,144 shares; 2025Q2: 2,236 shares; 2025Q3: 1,416 shares; 2025Q4: 2,185 shares; 2026Q1: 2,224 shares; 2026Q2: 2,860 shares 2,860 $399K 0.04% +636 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,527 shares; 2024Q4: 6,763 shares; 2025Q1: 6,724 shares; 2025Q2: 6,798 shares; 2025Q3: 6,846 shares; 2025Q4: 6,899 shares; 2026Q1: 7,011 shares; 2026Q2: 7,026 shares 7,026 $396K 0.04% +15 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,803 shares; 2024Q4: 2,784 shares; 2025Q1: 3,002 shares; 2025Q2: 3,198 shares; 2025Q3: 3,271 shares; 2025Q4: 3,175 shares; 2026Q1: 3,284 shares; 2026Q2: 2,593 shares 2,593 $393K 0.04% -691 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 599 shares; 2024Q4: 692 shares; 2025Q1: 2,493 shares; 2025Q2: 1,237 shares; 2025Q3: 1,243 shares; 2025Q4: 4,088 shares; 2026Q1: 5,482 shares; 2026Q2: 7,400 shares 7,400 $389K 0.04% +1,918 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; 2024Q3: 780 shares; 2024Q4: 1,006 shares; 2025Q1: 1,982 shares; 2025Q2: 1,544 shares; 2025Q3: 1,556 shares; 2025Q4: 1,417 shares; 2026Q1: 462 shares; 2026Q2: 1,610 shares 1,610 $385K 0.04% +1,148 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,680 shares; 2024Q4: 9,780 shares; 2025Q1: 9,861 shares; 2025Q2: 10,028 shares; 2025Q3: 10,882 shares; 2025Q4: 12,459 shares; 2026Q1: 14,636 shares; 2026Q2: 14,740 shares 14,740 $368K 0.04% +104 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 1,889 shares; 2025Q3: 199 shares; 2025Q4: 1,981 shares; 2026Q1: 1,981 shares; 2026Q2: 2,350 shares 2,350 $367K 0.04% +369 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 771 shares; 2024Q4: 717 shares; 2025Q1: 731 shares; 2025Q2: 832 shares; 2025Q3: 884 shares; 2025Q4: 3,830 shares; 2026Q1: 3,892 shares; 2026Q2: 3,695 shares 3,695 $367K 0.04% -197 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,560 shares; 2024Q4: 2,532 shares; 2025Q1: 2,400 shares; 2025Q2: 2,398 shares; 2025Q3: 2,261 shares; 2025Q4: 2,137 shares; 2026Q1: 2,224 shares; 2026Q2: 2,212 shares 2,212 $367K 0.04% -12 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: 395 shares; 2025Q1: 629 shares; 2025Q2: 724 shares; 2025Q3: 733 shares; 2025Q4: 800 shares; 2026Q1: 788 shares; 2026Q2: 712 shares 712 $365K 0.04% -76 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,327 shares; 2024Q4: 1,328 shares; 2025Q1: 1,330 shares; 2025Q2: 1,333 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,318 shares; 2026Q2: 1,340 shares 1,340 $362K 0.04% +22 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares; 2026Q2: 1,296 shares 1,296 $358K 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,018 shares; 2024Q4: 5,550 shares; 2025Q1: 5,895 shares; 2025Q2: 5,786 shares; 2025Q3: 5,563 shares; 2025Q4: 6,764 shares; 2026Q1: 7,576 shares; 2026Q2: 7,409 shares 7,409 $352K 0.04% -167 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,534 shares; 2024Q4: 3,386 shares; 2025Q1: 5,341 shares; 2025Q2: 6,276 shares; 2025Q3: 6,315 shares; 2025Q4: 6,467 shares; 2026Q1: 6,882 shares; 2026Q2: 7,084 shares 7,084 $345K 0.04% +202 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 2,320 shares; 2025Q3: not reported; 2025Q4: 2,320 shares; 2026Q1: 2,320 shares; 2026Q2: 2,320 shares 2,320 $343K 0.04% 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; 2024Q3: 1,265 shares; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,263 shares; 2025Q3: 1,264 shares; 2025Q4: 1,250 shares; 2026Q1: 495 shares; 2026Q2: 495 shares 495 $340K 0.04% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: not reported; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares 1,780 $318K 0.04% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,869 shares; 2026Q1: 5,869 shares; 2026Q2: 5,869 shares 5,869 $312K 0.03% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,087 shares; 2024Q4: 3,225 shares; 2025Q1: 4,861 shares; 2025Q2: 5,862 shares; 2025Q3: 5,926 shares; 2025Q4: 6,429 shares; 2026Q1: 7,000 shares; 2026Q2: 7,201 shares 7,201 $312K 0.03% +201 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 541 shares; 2024Q4: 613 shares; 2025Q1: 763 shares; 2025Q2: 232 shares; 2025Q3: 232 shares; 2025Q4: 232 shares; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $308K 0.03% 0 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,014 shares; 2024Q4: 4,014 shares; 2025Q1: 4,014 shares; 2025Q2: 4,014 shares; 2025Q3: not reported; 2025Q4: 4,014 shares; 2026Q1: 4,014 shares; 2026Q2: 4,014 shares 4,014 $294K 0.03% 0 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; 2024Q3: 225 shares; 2024Q4: 456 shares; 2025Q1: 450 shares; 2025Q2: 435 shares; 2025Q3: 440 shares; 2025Q4: 466 shares; 2026Q1: 512 shares; 2026Q2: 861 shares 861 $294K 0.03% +349 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; 2024Q3: 3,947 shares; 2024Q4: 4,257 shares; 2025Q1: 3,512 shares; 2025Q2: 3,503 shares; 2025Q3: 3,417 shares; 2025Q4: 3,530 shares; 2026Q1: 3,576 shares; 2026Q2: 3,607 shares 3,607 $293K 0.03% +31 Timeline IPKW 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 2,933 shares; 2025Q3: 4,127 shares; 2025Q4: 4,127 shares; 2026Q1: 4,127 shares; 2026Q2: 5,122 shares 5,122 $289K 0.03% +995 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; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 99 shares; 2025Q2: 878 shares; 2025Q3: 1,056 shares; 2025Q4: 1,137 shares; 2026Q1: 497 shares; 2026Q2: 1,056 shares 1,056 $284K 0.03% +559 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: 745 shares; 2025Q1: 789 shares; 2025Q2: 788 shares; 2025Q3: 782 shares; 2025Q4: 799 shares; 2026Q1: 778 shares; 2026Q2: 818 shares 818 $281K 0.03% +40 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; 2024Q3: 1,759 shares; 2024Q4: 1,385 shares; 2025Q1: 1,363 shares; 2025Q2: 1,338 shares; 2025Q3: 1,312 shares; 2025Q4: 1,259 shares; 2026Q1: 1,291 shares; 2026Q2: 1,265 shares 1,265 $279K 0.03% -26 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; 2024Q3: 5,479 shares; 2024Q4: 5,560 shares; 2025Q1: 5,773 shares; 2025Q2: 5,751 shares; 2025Q3: 721 shares; 2025Q4: 802 shares; 2026Q1: 855 shares; 2026Q2: 767 shares 767 $270K 0.03% -88 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; 2024Q3: 5,362 shares; 2024Q4: 31,848 shares; 2025Q1: 33,869 shares; 2025Q2: 34,203 shares; 2025Q3: 5,891 shares; 2025Q4: 4,216 shares; 2026Q1: 4,719 shares; 2026Q2: 4,661 shares 4,661 $269K 0.03% -58 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; 2024Q3: 2,854 shares; 2024Q4: 3,223 shares; 2025Q1: 3,562 shares; 2025Q2: 3,359 shares; 2025Q3: 2,755 shares; 2025Q4: 3,277 shares; 2026Q1: 3,064 shares; 2026Q2: 3,016 shares 3,016 $265K 0.03% -48 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,352 shares; 2024Q4: 4,352 shares; 2025Q1: 4,352 shares; 2025Q2: 4,352 shares; 2025Q3: not reported; 2025Q4: 4,352 shares; 2026Q1: 4,352 shares; 2026Q2: 4,352 shares 4,352 $265K 0.03% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21 shares; 2025Q3: not reported; 2025Q4: 619 shares; 2026Q1: 1,366 shares; 2026Q2: 4,864 shares 4,864 $259K 0.03% +3,498 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,987 shares; 2024Q4: 3,001 shares; 2025Q1: 3,473 shares; 2025Q2: 3,629 shares; 2025Q3: 4,106 shares; 2025Q4: 3,986 shares; 2026Q1: 4,675 shares; 2026Q2: 4,669 shares 4,669 $255K 0.03% -6 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 4,488 shares; 2025Q4: 4,488 shares; 2026Q1: 4,488 shares; 2026Q2: 4,488 shares 4,488 $252K 0.03% 0 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; 2024Q3: 1,793 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,781 shares; 2025Q3: 1,546 shares; 2025Q4: 1,761 shares; 2026Q1: 1,643 shares; 2026Q2: 820 shares 820 $249K 0.03% -823 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; 2024Q3: not reported; 2024Q4: 27 shares; 2025Q1: 2,238 shares; 2025Q2: 3,456 shares; 2025Q3: 3,456 shares; 2025Q4: 3,456 shares; 2026Q1: 3,456 shares; 2026Q2: 3,450 shares 3,450 $246K 0.03% -6 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; 2024Q3: 829 shares; 2024Q4: 829 shares; 2025Q1: 833 shares; 2025Q2: 830 shares; 2025Q3: 831 shares; 2025Q4: 723 shares; 2026Q1: 736 shares; 2026Q2: 735 shares 735 $243K 0.03% -1 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; 2024Q3: 588 shares; 2024Q4: 997 shares; 2025Q1: 1,003 shares; 2025Q2: 2,172 shares; 2025Q3: 2,137 shares; 2025Q4: 2,164 shares; 2026Q1: 2,197 shares; 2026Q2: 2,203 shares 2,203 $238K 0.03% +6 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,548 shares; 2024Q4: 67,234 shares; 2025Q1: 47,314 shares; 2025Q2: 35,858 shares; 2025Q3: 24,566 shares; 2025Q4: 13,694 shares; 2026Q1: 10,258 shares; 2026Q2: 9,681 shares 9,681 $238K 0.03% -577 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; 2024Q3: 7,639 shares; 2024Q4: 7,639 shares; 2025Q1: 7,630 shares; 2025Q2: 7,565 shares; 2025Q3: 7,170 shares; 2025Q4: 6,866 shares; 2026Q1: 6,866 shares; 2026Q2: 4,925 shares 4,925 $236K 0.03% -1,941 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,372 shares; 2025Q2: 5,371 shares; 2025Q3: 4,721 shares; 2025Q4: 4,948 shares; 2026Q1: 4,778 shares; 2026Q2: 5,611 shares 5,611 $236K 0.03% +833 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; 2024Q3: 2,423 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares; 2026Q1: 2,423 shares; 2026Q2: 2,423 shares 2,423 $234K 0.03% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,365 shares; 2024Q4: 4,305 shares; 2025Q1: 3,845 shares; 2025Q2: 3,554 shares; 2025Q3: 2,835 shares; 2025Q4: 2,396 shares; 2026Q1: 2,371 shares; 2026Q2: 2,251 shares 2,251 $230K 0.03% -120 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 743 shares; 2024Q4: 1,224 shares; 2025Q1: 1,941 shares; 2025Q2: 2,493 shares; 2025Q3: 2,008 shares; 2025Q4: 1,546 shares; 2026Q1: 1,545 shares; 2026Q2: 2,171 shares 2,171 $226K 0.03% +626 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,530 shares; 2025Q3: 6,531 shares; 2025Q4: 6,086 shares; 2026Q1: 6,086 shares; 2026Q2: 6,086 shares 6,086 $224K 0.02% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 360 shares 360 $222K 0.02% new Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,578 shares; 2024Q4: 6,087 shares; 2025Q1: 4,903 shares; 2025Q2: 3,408 shares; 2025Q3: 2,714 shares; 2025Q4: 2,433 shares; 2026Q1: 2,405 shares; 2026Q2: 1,858 shares 1,858 $221K 0.02% -547 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; 2024Q3: 10,586 shares; 2024Q4: 10,610 shares; 2025Q1: 10,630 shares; 2025Q2: 10,655 shares; 2025Q3: 9,796 shares; 2025Q4: 10,707 shares; 2026Q1: 10,732 shares; 2026Q2: 11,527 shares 11,527 $220K 0.02% +795 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: not reported; 2025Q4: 1,842 shares; 2026Q1: 1,842 shares; 2026Q2: 1,842 shares 1,842 $216K 0.02% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 675 shares; 2024Q4: 2,090 shares; 2025Q1: 3,864 shares; 2025Q2: 5,233 shares; 2025Q3: 6,082 shares; 2025Q4: 6,231 shares; 2026Q1: 6,158 shares; 2026Q2: 6,160 shares 6,160 $214K 0.02% +2 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; 2024Q3: 1,662 shares; 2024Q4: 1,954 shares; 2025Q1: 1,982 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 1,458 shares; 2026Q1: 1,214 shares; 2026Q2: 1,203 shares 1,203 $213K 0.02% -11 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 298 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 333 shares 333 $213K 0.02% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,619 shares; 2024Q4: 3,619 shares; 2025Q1: 3,387 shares; 2025Q2: 3,360 shares; 2025Q3: 3,360 shares; 2025Q4: 3,360 shares; 2026Q1: 3,360 shares; 2026Q2: 3,360 shares 3,360 $212K 0.02% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,110 shares; 2026Q2: 3,341 shares 3,341 $209K 0.02% +231 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 874 shares; 2024Q4: 879 shares; 2025Q1: 1,184 shares; 2025Q2: 1,245 shares; 2025Q3: 1,240 shares; 2025Q4: 1,249 shares; 2026Q1: 1,229 shares; 2026Q2: 1,225 shares 1,225 $207K 0.02% -4 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393 shares; 2024Q4: 369 shares; 2025Q1: 370 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 395 shares; 2026Q1: 395 shares; 2026Q2: 395 shares 395 $207K 0.02% 0 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; 2024Q3: 88,583 shares; 2024Q4: 91,264 shares; 2025Q1: 92,917 shares; 2025Q2: 93,285 shares; 2025Q3: 8,151 shares; 2025Q4: 6,820 shares; 2026Q1: 6,748 shares; 2026Q2: 6,437 shares 6,437 $206K 0.02% -311 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,716 shares; 2026Q1: 3,468 shares; 2026Q2: 3,397 shares 3,397 $204K 0.02% -71 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,948 shares; 2024Q4: 9,734 shares; 2025Q1: 11,043 shares; 2025Q2: 9,208 shares; 2025Q3: 9,931 shares; 2025Q4: 10,196 shares; 2026Q1: 9,811 shares; 2026Q2: 8,366 shares 8,366 $201K 0.02% -1,445 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 489 shares; 2026Q2: 532 shares 532 $201K 0.02% +43 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; 2024Q3: 400 shares; 2024Q4: 372 shares; 2025Q1: 400 shares; 2025Q2: 393 shares; 2025Q3: 382 shares; 2025Q4: 393 shares; 2026Q1: 397 shares; 2026Q2: 393 shares 393 $200K 0.02% -4 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459 shares; 2024Q4: 460 shares; 2025Q1: 461 shares; 2025Q2: 459 shares; 2025Q3: 293 shares; 2025Q4: 399 shares; 2026Q1: 399 shares; 2026Q2: 399 shares 399 $198K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,442 shares; 2024Q4: 1,482 shares; 2025Q1: 1,459 shares; 2025Q2: 1,462 shares; 2025Q3: 1,466 shares; 2025Q4: 1,466 shares; 2026Q1: 1,582 shares; 2026Q2: 1,558 shares 1,558 $197K 0.02% -24 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 335 shares; 2026Q1: 337 shares; 2026Q2: 201 shares 201 $194K 0.02% -136 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $193K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 179 shares; 2025Q1: 188 shares; 2025Q2: 197 shares; 2025Q3: 208 shares; 2025Q4: 304 shares; 2026Q1: 313 shares; 2026Q2: 4,096 shares 4,096 $191K 0.02% +3,783 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 9,136 shares; 2026Q1: 9,136 shares; 2026Q2: 8,084 shares 8,084 $191K 0.02% -1,052 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,362 shares; 2024Q4: 6,276 shares; 2025Q1: 8,031 shares; 2025Q2: 6,210 shares; 2025Q3: 6,210 shares; 2025Q4: 6,210 shares; 2026Q1: 6,210 shares; 2026Q2: 6,210 shares 6,210 $189K 0.02% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 49 shares; 2025Q4: 344 shares; 2026Q1: 430 shares; 2026Q2: 421 shares 421 $188K 0.02% -9 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; 2024Q3: 42,029 shares; 2024Q4: 42,566 shares; 2025Q1: 43,197 shares; 2025Q2: 43,024 shares; 2025Q3: 2,962 shares; 2025Q4: 2,513 shares; 2026Q1: 2,589 shares; 2026Q2: 2,459 shares 2,459 $183K 0.02% -130 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; 2024Q3: 1,264 shares; 2024Q4: 2,982 shares; 2025Q1: 5,044 shares; 2025Q2: 3,909 shares; 2025Q3: 3,544 shares; 2025Q4: 2,451 shares; 2026Q1: 2,551 shares; 2026Q2: 2,394 shares 2,394 $179K 0.02% -157 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 14 shares; 2026Q2: 1,514 shares 1,514 $179K 0.02% +1,500 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; 2024Q3: 2,058 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,930 shares; 2025Q3: 2,674 shares; 2025Q4: 2,071 shares; 2026Q1: 2,058 shares; 2026Q2: 2,058 shares 2,058 $178K 0.02% 0 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; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 625 shares 625 $177K 0.02% +343 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; 2024Q3: 9,423 shares; 2024Q4: 9,550 shares; 2025Q1: 9,865 shares; 2025Q2: 10,555 shares; 2025Q3: 903 shares; 2025Q4: 879 shares; 2026Q1: 933 shares; 2026Q2: 816 shares 816 $177K 0.02% -117 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,153 shares; 2024Q4: 43,355 shares; 2025Q1: 43,147 shares; 2025Q2: 42,466 shares; 2025Q3: 1,456 shares; 2025Q4: 1,412 shares; 2026Q1: 1,296 shares; 2026Q2: 1,206 shares 1,206 $177K 0.02% -90 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; 2024Q3: 766 shares; 2024Q4: 779 shares; 2025Q1: 781 shares; 2025Q2: 780 shares; 2025Q3: 764 shares; 2025Q4: 776 shares; 2026Q1: 793 shares; 2026Q2: 783 shares 783 $174K 0.02% -10 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,267 shares; 2024Q4: 2,267 shares; 2025Q1: 2,267 shares; 2025Q2: 2,267 shares; 2025Q3: 365 shares; 2025Q4: 2,267 shares; 2026Q1: 2,267 shares; 2026Q2: 2,267 shares 2,267 $174K 0.02% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108 shares; 2026Q2: 515 shares 515 $172K 0.02% +407 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; 2024Q3: 922 shares; 2024Q4: 923 shares; 2025Q1: 999 shares; 2025Q2: 922 shares; 2025Q3: 922 shares; 2025Q4: 922 shares; 2026Q1: 922 shares; 2026Q2: 922 shares 922 $171K 0.02% 0 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; 2024Q3: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 112 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares; 2026Q2: 1,027 shares 1,027 $170K 0.02% +25 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; 2024Q3: 15,248 shares; 2024Q4: 11,496 shares; 2025Q1: 6,481 shares; 2025Q2: 4,982 shares; 2025Q3: 4,966 shares; 2025Q4: 4,682 shares; 2026Q1: 4,508 shares; 2026Q2: 4,284 shares 4,284 $169K 0.02% -224 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 737 shares; 2024Q4: 735 shares; 2025Q1: 749 shares; 2025Q2: 679 shares; 2025Q3: 608 shares; 2025Q4: 542 shares; 2026Q1: 605 shares; 2026Q2: 604 shares 604 $167K 0.02% -1 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,878 shares; 2024Q4: 6,842 shares; 2025Q1: 6,225 shares; 2025Q2: 5,753 shares; 2025Q3: 5,725 shares; 2025Q4: 4,430 shares; 2026Q1: 4,430 shares; 2026Q2: 3,884 shares 3,884 $166K 0.02% -546 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares; 2026Q2: 1,044 shares 1,044 $164K 0.02% 0 Timeline PSCI 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; 2024Q3: 3,136 shares; 2024Q4: 3,851 shares; 2025Q1: 2,680 shares; 2025Q2: 921 shares; 2025Q3: 831 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $164K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,095 shares; 2024Q4: 1,096 shares; 2025Q1: 1,073 shares; 2025Q2: 1,019 shares; 2025Q3: 1,018 shares; 2025Q4: 1,015 shares; 2026Q1: 1,018 shares; 2026Q2: 989 shares 989 $158K 0.02% -29 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; 2024Q3: 4,659 shares; 2024Q4: 2,509 shares; 2025Q1: 2,472 shares; 2025Q2: 2,186 shares; 2025Q3: 1,467 shares; 2025Q4: 1,519 shares; 2026Q1: 1,483 shares; 2026Q2: 1,516 shares 1,516 $157K 0.02% +33 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 984 shares; 2024Q4: 984 shares; 2025Q1: 987 shares; 2025Q2: 993 shares; 2025Q3: 995 shares; 2025Q4: 1,065 shares; 2026Q1: 1,064 shares; 2026Q2: 1,072 shares 1,072 $157K 0.02% +8 Timeline PJP 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,362 shares; 2025Q2: 2,179 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares; 2026Q1: 1,321 shares; 2026Q2: 1,321 shares 1,321 $156K 0.02% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,679 shares; 2024Q4: 8,251 shares; 2025Q1: 8,251 shares; 2025Q2: 8,290 shares; 2025Q3: 8,252 shares; 2025Q4: 8,366 shares; 2026Q1: 8,327 shares; 2026Q2: 8,673 shares 8,673 $154K 0.02% +346 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; 2024Q3: 8,458 shares; 2024Q4: 4,539 shares; 2025Q1: 4,211 shares; 2025Q2: 4,082 shares; 2025Q3: 2,836 shares; 2025Q4: 2,680 shares; 2026Q1: 2,688 shares; 2026Q2: 1,696 shares 1,696 $149K 0.02% -992 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 847 shares; 2025Q3: 1,252 shares; 2025Q4: 1,252 shares; 2026Q1: not reported; 2026Q2: 402 shares 402 $147K 0.02% new Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,143 shares; 2024Q4: 1,410 shares; 2025Q1: 1,353 shares; 2025Q2: 1,328 shares; 2025Q3: 427 shares; 2025Q4: 1,285 shares; 2026Q1: 1,282 shares; 2026Q2: 1,248 shares 1,248 $146K 0.02% -34 Timeline XSMO 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; 2024Q3: 4,886 shares; 2024Q4: 5,048 shares; 2025Q1: 3,198 shares; 2025Q2: 2,539 shares; 2025Q3: 1,429 shares; 2025Q4: 1,531 shares; 2026Q1: 1,531 shares; 2026Q2: 1,531 shares 1,531 $143K 0.02% 0 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; 2024Q3: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 1,820 shares; 2025Q2: 1,817 shares; 2025Q3: 1,817 shares; 2025Q4: 1,968 shares; 2026Q1: 1,770 shares; 2026Q2: 1,765 shares 1,765 $143K 0.02% -5 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; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 622 shares; 2025Q2: 621 shares; 2025Q3: 621 shares; 2025Q4: 622 shares; 2026Q1: 622 shares; 2026Q2: 622 shares 622 $143K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,476 shares; 2025Q2: 1,470 shares; 2025Q3: 1,469 shares; 2025Q4: 1,490 shares; 2026Q1: 1,463 shares; 2026Q2: 1,451 shares 1,451 $143K 0.02% -12 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 828 shares; 2024Q4: 829 shares; 2025Q1: 836 shares; 2025Q2: 836 shares; 2025Q3: 867 shares; 2025Q4: 865 shares; 2026Q1: 883 shares; 2026Q2: 873 shares 873 $141K 0.02% -10 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,862 shares; 2026Q2: 1,862 shares 1,862 $141K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 395 shares; 2025Q1: 642 shares; 2025Q2: 1,225 shares; 2025Q3: 1,122 shares; 2025Q4: 1,045 shares; 2026Q1: 888 shares; 2026Q2: 667 shares 667 $137K 0.02% -221 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,873 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares; 2026Q1: 1,873 shares; 2026Q2: 1,873 shares 1,873 $137K 0.02% 0 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; 2024Q3: 580 shares; 2024Q4: 580 shares; 2025Q1: 676 shares; 2025Q2: 593 shares; 2025Q3: 580 shares; 2025Q4: 1,160 shares; 2026Q1: 1,160 shares; 2026Q2: 1,160 shares 1,160 $136K 0.02% 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; 2024Q3: 571 shares; 2024Q4: 541 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 556 shares; 2025Q4: 564 shares; 2026Q1: 528 shares; 2026Q2: 1,585 shares 1,585 $136K 0.02% +1,057 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; 2024Q3: 2,841 shares; 2024Q4: 3,109 shares; 2025Q1: 3,232 shares; 2025Q2: 3,282 shares; 2025Q3: 254 shares; 2025Q4: 281 shares; 2026Q1: 264 shares; 2026Q2: 268 shares 268 $135K 0.01% +4 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289 shares; 2024Q4: 278 shares; 2025Q1: 206 shares; 2025Q2: 378 shares; 2025Q3: 441 shares; 2025Q4: 425 shares; 2026Q1: 472 shares; 2026Q2: 481 shares 481 $134K 0.01% +9 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; 2024Q3: 3,665 shares; 2024Q4: 7,330 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 7,120 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares; 2026Q2: 5,757 shares 5,757 $133K 0.01% -1,143 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,108 shares; 2024Q4: 21,108 shares; 2025Q1: 22,208 shares; 2025Q2: 22,208 shares; 2025Q3: 21,108 shares; 2025Q4: 22,208 shares; 2026Q1: 22,208 shares; 2026Q2: 15,614 shares 15,614 $131K 0.01% -6,594 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395 shares; 2024Q4: 393 shares; 2025Q1: 498 shares; 2025Q2: 504 shares; 2025Q3: 504 shares; 2025Q4: 509 shares; 2026Q1: 509 shares; 2026Q2: 513 shares 513 $131K 0.01% +4 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; 2024Q3: 6,942 shares; 2024Q4: 6,976 shares; 2025Q1: 7,080 shares; 2025Q2: 7,066 shares; 2025Q3: 279 shares; 2025Q4: 225 shares; 2026Q1: 202 shares; 2026Q2: 178 shares 178 $128K 0.01% -24 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,114 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 1,520 shares; 2026Q1: 1,498 shares; 2026Q2: 1,491 shares 1,491 $127K 0.01% -7 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 1,403 shares; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares; 2026Q1: 1,403 shares; 2026Q2: 1,403 shares 1,403 $126K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 732 shares 732 $125K 0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60 shares; 2024Q4: 123 shares; 2025Q1: 242 shares; 2025Q2: 250 shares; 2025Q3: 214 shares; 2025Q4: 174 shares; 2026Q1: 235 shares; 2026Q2: 236 shares 236 $122K 0.01% +1 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 508 shares; 2025Q2: 508 shares; 2025Q3: 510 shares; 2025Q4: 512 shares; 2026Q1: 528 shares; 2026Q2: 531 shares 531 $121K 0.01% +3 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 808 shares; 2025Q4: 814 shares; 2026Q1: 903 shares; 2026Q2: 903 shares 903 $119K 0.01% 0 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: 3,130 shares; 2025Q2: 3,130 shares; 2025Q3: 3,130 shares; 2025Q4: 3,130 shares; 2026Q1: 3,130 shares; 2026Q2: 3,130 shares 3,130 $119K 0.01% 0 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 774 shares; 2025Q3: 1,599 shares; 2025Q4: 1,720 shares; 2026Q1: 1,738 shares; 2026Q2: 1,555 shares 1,555 $118K 0.01% -183 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614 shares; 2024Q4: 1,787 shares; 2025Q1: 3,541 shares; 2025Q2: 4,445 shares; 2025Q3: 4,143 shares; 2025Q4: 3,321 shares; 2026Q1: 3,623 shares; 2026Q2: 3,542 shares 3,542 $118K 0.01% -81 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 144 shares; 2025Q2: 203 shares; 2025Q3: 212 shares; 2025Q4: 203 shares; 2026Q1: 340 shares; 2026Q2: 481 shares 481 $117K 0.01% +141 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 2,254 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,230 shares; 2025Q4: 2,230 shares; 2026Q1: 2,230 shares; 2026Q2: 2,205 shares 2,205 $116K 0.01% -25 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291 shares; 2024Q4: 354 shares; 2025Q1: 1,141 shares; 2025Q2: 486 shares; 2025Q3: 3,729 shares; 2025Q4: 3,733 shares; 2026Q1: 3,368 shares; 2026Q2: 1,056 shares 1,056 $114K 0.01% -2,312 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,444 shares; 2026Q1: 1,296 shares; 2026Q2: 1,275 shares 1,275 $113K 0.01% -21 Timeline THNQ 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; 2024Q3: 1,213 shares; 2024Q4: 1,213 shares; 2025Q1: 1,213 shares; 2025Q2: 1,213 shares; 2025Q3: 1,213 shares; 2025Q4: 1,213 shares; 2026Q1: 1,213 shares; 2026Q2: 1,213 shares 1,213 $111K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 20 shares; 2025Q3: 15 shares; 2025Q4: 33 shares; 2026Q1: 41 shares; 2026Q2: 1,218 shares 1,218 $110K 0.01% +1,177 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; 2024Q3: 104 shares; 2024Q4: 181 shares; 2025Q1: 283 shares; 2025Q2: 291 shares; 2025Q3: 292 shares; 2025Q4: 273 shares; 2026Q1: 264 shares; 2026Q2: 257 shares 257 $110K 0.01% -7 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726 shares; 2024Q4: 727 shares; 2025Q1: 731 shares; 2025Q2: 737 shares; 2025Q3: 740 shares; 2025Q4: 741 shares; 2026Q1: 750 shares; 2026Q2: 782 shares 782 $107K 0.01% +32 Timeline PRF 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; 2024Q3: 11,304 shares; 2024Q4: 11,304 shares; 2025Q1: 11,304 shares; 2025Q2: 11,304 shares; 2025Q3: 10,104 shares; 2025Q4: 11,304 shares; 2026Q1: 11,304 shares; 2026Q2: 1,955 shares 1,955 $106K 0.01% -9,349 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; 2024Q3: 182 shares; 2024Q4: 512 shares; 2025Q1: 500 shares; 2025Q2: 509 shares; 2025Q3: 757 shares; 2025Q4: 533 shares; 2026Q1: 897 shares; 2026Q2: 905 shares 905 $106K 0.01% +8 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,409 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,093 shares; 2026Q2: 1,093 shares 1,093 $105K 0.01% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,505 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares; 2026Q1: 2,505 shares; 2026Q2: 2,505 shares 2,505 $105K 0.01% 0 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; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 351 shares; 2025Q2: 341 shares; 2025Q3: 271 shares; 2025Q4: 263 shares; 2026Q1: 277 shares; 2026Q2: 271 shares 271 $105K 0.01% -6 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,017 shares; 2024Q4: 1,022 shares; 2025Q1: 1,024 shares; 2025Q2: 1,973 shares; 2025Q3: 958 shares; 2025Q4: 1,997 shares; 2026Q1: 1,997 shares; 2026Q2: 1,742 shares 1,742 $104K 0.01% -255 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; 2024Q3: 53 shares; 2024Q4: 53 shares; 2025Q1: 54 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 417 shares; 2026Q1: 418 shares; 2026Q2: 414 shares 414 $103K 0.01% -4 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89 shares; 2024Q4: 98 shares; 2025Q1: 111 shares; 2025Q2: 129 shares; 2025Q3: 126 shares; 2025Q4: 1,496 shares; 2026Q1: 1,460 shares; 2026Q2: 1,436 shares 1,436 $103K 0.01% -24 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,193 shares; 2024Q4: 4,198 shares; 2025Q1: 4,221 shares; 2025Q2: 4,205 shares; 2025Q3: 3,986 shares; 2025Q4: 7,404 shares; 2026Q1: 7,402 shares; 2026Q2: 4,221 shares 4,221 $101K 0.01% -3,181 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares; 2026Q2: 1,366 shares 1,366 $101K 0.01% 0 Timeline RSPH 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; 2024Q3: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares; 2025Q4: 3,020 shares; 2026Q1: 3,020 shares; 2026Q2: 3,020 shares 3,020 $100K 0.01% 0 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; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $97.9K 0.01% 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; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 165 shares; 2025Q2: 164 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 194 shares; 2026Q2: 191 shares 191 $94.9K 0.01% -3 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; 2024Q3: 1,601 shares; 2024Q4: 1,401 shares; 2025Q1: 1,415 shares; 2025Q2: 1,493 shares; 2025Q3: 1,489 shares; 2025Q4: 1,312 shares; 2026Q1: 1,344 shares; 2026Q2: 1,384 shares 1,384 $94.5K 0.01% +40 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,838 shares; 2024Q4: 1,612 shares; 2025Q1: 1,707 shares; 2025Q2: 1,707 shares; 2025Q3: 1,707 shares; 2025Q4: 1,707 shares; 2026Q1: 1,707 shares; 2026Q2: 1,707 shares 1,707 $92.5K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 19 shares; 2025Q3: 24 shares; 2025Q4: 62 shares; 2026Q1: 104 shares; 2026Q2: 213 shares 213 $91.9K 0.01% +109 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,728 shares; 2024Q4: 7,695 shares; 2025Q1: 1,168 shares; 2025Q2: 1,117 shares; 2025Q3: 1,085 shares; 2025Q4: 717 shares; 2026Q1: 540 shares; 2026Q2: 382 shares 382 $89.1K 0.01% -158 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 434 shares; 2025Q1: 1,128 shares; 2025Q2: 1,564 shares; 2025Q3: 1,612 shares; 2025Q4: 1,153 shares; 2026Q1: 1,154 shares; 2026Q2: 929 shares 929 $88.9K 0.01% -225 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 564 shares; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 564 shares; 2026Q2: 564 shares 564 $87K 0.01% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35 shares; 2025Q3: 39 shares; 2025Q4: 161 shares; 2026Q1: 161 shares; 2026Q2: 161 shares 161 $86.4K 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; 2024Q3: 254 shares; 2024Q4: 254 shares; 2025Q1: 255 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 255 shares; 2026Q2: 265 shares 265 $84.1K 0.01% +10 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,568 shares; 2025Q1: 1,710 shares; 2025Q2: 1,568 shares; 2025Q3: 1,192 shares; 2025Q4: 1,568 shares; 2026Q1: 1,586 shares; 2026Q2: 1,586 shares 1,586 $83.1K 0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $82.9K 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; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 655 shares; 2026Q2: 656 shares 656 $82.9K 0.01% +1 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; 2024Q3: 489 shares; 2024Q4: 490 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 89 shares; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 337 shares 337 $81.9K 0.01% -71 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; 2024Q3: 1,031 shares; 2024Q4: 1,341 shares; 2025Q1: 1,341 shares; 2025Q2: 1,341 shares; 2025Q3: 1,341 shares; 2025Q4: 1,341 shares; 2026Q1: 1,341 shares; 2026Q2: 1,341 shares 1,341 $81.7K 0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 100 shares; 2025Q4: 1,500 shares; 2026Q1: 4,230 shares; 2026Q2: 4,230 shares 4,230 $81.7K 0.01% 0 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; 2024Q3: 12,297 shares; 2024Q4: 7,606 shares; 2025Q1: 6,149 shares; 2025Q2: 3,062 shares; 2025Q3: 1,547 shares; 2025Q4: 882 shares; 2026Q1: 825 shares; 2026Q2: 715 shares 715 $81.3K 0.01% -110 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,603 shares; 2024Q4: 1,603 shares; 2025Q1: 1,603 shares; 2025Q2: 1,603 shares; 2025Q3: 29 shares; 2025Q4: 529 shares; 2026Q1: 529 shares; 2026Q2: 529 shares 529 $80.5K 0.01% 0 Timeline AVDV 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,611 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares; 2026Q1: 781 shares; 2026Q2: 781 shares 781 $80.5K 0.01% 0 Timeline WOLF WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 222 shares; 2025Q4: 171 shares; 2026Q1: 1,387 shares; 2026Q2: 1,666 shares 1,666 $80.4K 0.01% +279 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; 2024Q3: 42 shares; 2024Q4: 84 shares; 2025Q1: 91 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 341 shares; 2026Q1: 656 shares; 2026Q2: 698 shares 698 $80.2K 0.01% +42 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,010 shares; 2025Q1: 1,113 shares; 2025Q2: 1,226 shares; 2025Q3: 977 shares; 2025Q4: 983 shares; 2026Q1: 983 shares; 2026Q2: 983 shares 983 $80.2K 0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 453 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $80K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares; 2026Q1: 1,156 shares; 2026Q2: 1,090 shares 1,090 $79.4K 0.01% -66 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 941 shares; 2024Q4: 991 shares; 2025Q1: 1,017 shares; 2025Q2: 3,414 shares; 2025Q3: 3,301 shares; 2025Q4: 3,353 shares; 2026Q1: 3,342 shares; 2026Q2: 3,336 shares 3,336 $78.8K 0.01% -6 Timeline PSI 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; 2024Q3: 33,968 shares; 2024Q4: 30,051 shares; 2025Q1: 2,071 shares; 2025Q2: 2,071 shares; 2025Q3: 344 shares; 2025Q4: 417 shares; 2026Q1: 417 shares; 2026Q2: 417 shares 417 $78.3K 0.01% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,941 shares; 2025Q4: 4,941 shares; 2026Q1: 4,941 shares; 2026Q2: 4,941 shares 4,941 $77.8K 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; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 113 shares; 2025Q2: 228 shares; 2025Q3: 233 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 205 shares 205 $76.9K 0.01% +15 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,325 shares; 2024Q4: 4,342 shares; 2025Q1: 3,426 shares; 2025Q2: 3,431 shares; 2025Q3: 3,436 shares; 2025Q4: 1,648 shares; 2026Q1: 1,590 shares; 2026Q2: 1,573 shares 1,573 $75.9K 0.01% -17 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $74.9K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 819 shares; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,319 shares; 2026Q2: 1,319 shares 1,319 $74.5K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393 shares; 2024Q4: 393 shares; 2025Q1: 996 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 993 shares; 2026Q1: 997 shares; 2026Q2: 1,004 shares 1,004 $73.6K 0.01% +7 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,056 shares; 2024Q4: 2,798 shares; 2025Q1: 2,766 shares; 2025Q2: 2,766 shares; 2025Q3: 2,470 shares; 2025Q4: 1,996 shares; 2026Q1: 1,980 shares; 2026Q2: 1,917 shares 1,917 $73K 0.01% -63 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; 2024Q3: 4,378 shares; 2024Q4: 4,192 shares; 2025Q1: 882 shares; 2025Q2: 92 shares; 2025Q3: 240 shares; 2025Q4: 776 shares; 2026Q1: 676 shares; 2026Q2: 677 shares 677 $72.8K 0.01% +1 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 1,395 shares; 2025Q4: 749 shares; 2026Q1: 719 shares; 2026Q2: 719 shares 719 $71.6K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573 shares; 2024Q4: 1,073 shares; 2025Q1: 1,373 shares; 2025Q2: 873 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares; 2026Q1: 1,773 shares; 2026Q2: 1,905 shares 1,905 $70.4K 0.01% +132 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901 shares; 2024Q4: 903 shares; 2025Q1: 811 shares; 2025Q2: 767 shares; 2025Q3: 792 shares; 2025Q4: 766 shares; 2026Q1: 741 shares; 2026Q2: 771 shares 771 $69.9K 0.01% +30 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $69.6K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595 shares; 2024Q4: 596 shares; 2025Q1: 597 shares; 2025Q2: 602 shares; 2025Q3: 604 shares; 2025Q4: 602 shares; 2026Q1: 628 shares; 2026Q2: 793 shares 793 $69K 0.01% +165 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,149 shares; 2024Q4: 2,141 shares; 2025Q1: 2,141 shares; 2025Q2: 2,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,134 shares; 2026Q1: 1,307 shares; 2026Q2: 1,307 shares 1,307 $67.7K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 463 shares; 2024Q4: 601 shares; 2025Q1: 814 shares; 2025Q2: 949 shares; 2025Q3: 951 shares; 2025Q4: 957 shares; 2026Q1: 726 shares; 2026Q2: 737 shares 737 $67.6K 0.01% +11 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,924 shares; 2025Q1: 15,493 shares; 2025Q2: 10,684 shares; 2025Q3: 10,256 shares; 2025Q4: 5,919 shares; 2026Q1: 2,944 shares; 2026Q2: 2,737 shares 2,737 $67.6K 0.01% -207 Timeline EDIV 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 1,621 shares 1,621 $66.4K 0.01% +1,378 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,563 shares; 2024Q4: 25,180 shares; 2025Q1: 25,216 shares; 2025Q2: 24,986 shares; 2025Q3: 1,016 shares; 2025Q4: 1,620 shares; 2026Q1: 1,596 shares; 2026Q2: 1,565 shares 1,565 $64.2K 0.01% -31 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219 shares; 2024Q4: 546 shares; 2025Q1: 1,157 shares; 2025Q2: 1,520 shares; 2025Q3: 1,520 shares; 2025Q4: 1,520 shares; 2026Q1: 1,520 shares; 2026Q2: 1,520 shares 1,520 $64K 0.01% 0 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares; 2026Q1: 973 shares; 2026Q2: 999 shares 999 $63.9K 0.01% +26 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,583 shares; 2024Q4: 2,583 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares; 2026Q1: 2,583 shares; 2026Q2: 2,583 shares 2,583 $62.6K 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,964 shares; 2024Q4: 5,819 shares; 2025Q1: 4,761 shares; 2025Q2: 3,301 shares; 2025Q3: 2,101 shares; 2025Q4: 1,048 shares; 2026Q1: 941 shares; 2026Q2: 928 shares 928 $62.2K 0.01% -13 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,147 shares; 2024Q4: 26,358 shares; 2025Q1: 27,007 shares; 2025Q2: 53,804 shares; 2025Q3: 1,638 shares; 2025Q4: 1,536 shares; 2026Q1: 1,479 shares; 2026Q2: 1,276 shares 1,276 $61.3K 0.01% -203 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 374 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $60.8K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 452 shares; 2024Q4: 453 shares; 2025Q1: 453 shares; 2025Q2: 454 shares; 2025Q3: 454 shares; 2025Q4: 460 shares; 2026Q1: 455 shares; 2026Q2: 455 shares 455 $59.9K 0.01% 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; 2024Q3: 8,011 shares; 2024Q4: 8,059 shares; 2025Q1: 8,174 shares; 2025Q2: 8,142 shares; 2025Q3: 450 shares; 2025Q4: 411 shares; 2026Q1: 181 shares; 2026Q2: 156 shares 156 $57.9K 0.01% -25 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 160 shares; 2025Q2: 151 shares; 2025Q3: 137 shares; 2025Q4: 151 shares; 2026Q1: 157 shares; 2026Q2: 139 shares 139 $57.7K 0.01% -18 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 97 shares; 2025Q2: 122 shares; 2025Q3: 135 shares; 2025Q4: 141 shares; 2026Q1: 139 shares; 2026Q2: 100 shares 100 $57.7K 0.01% -39 Timeline TDIV 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; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $57.4K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,784 shares; 2024Q4: 23,880 shares; 2025Q1: 24,510 shares; 2025Q2: 24,747 shares; 2025Q3: 1,034 shares; 2025Q4: 828 shares; 2026Q1: 782 shares; 2026Q2: 677 shares 677 $56.6K 0.01% -105 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135 shares; 2024Q4: 1,120 shares; 2025Q1: 1,126 shares; 2025Q2: 1,130 shares; 2025Q3: 1,133 shares; 2025Q4: 1,147 shares; 2026Q1: 1,227 shares; 2026Q2: 1,207 shares 1,207 $56.1K 0.01% -20 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; 2024Q3: not reported; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $55.8K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,361 shares; 2024Q4: 8,604 shares; 2025Q1: 8,920 shares; 2025Q2: 9,061 shares; 2025Q3: 469 shares; 2025Q4: 388 shares; 2026Q1: 381 shares; 2026Q2: 342 shares 342 $55.6K 0.01% -39 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,515 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares; 2026Q2: 1,180 shares 1,180 $55.5K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,523 shares; 2025Q2: 1,522 shares; 2025Q3: 1,220 shares; 2025Q4: 1,208 shares; 2026Q1: 1,205 shares; 2026Q2: 1,220 shares 1,220 $55K 0.01% +15 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,000 shares 1,000 $54.5K 0.01% -100 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 511 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 503 shares 503 $54.5K 0.01% +3 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 209 shares 209 $54.4K 0.01% +200 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,135 shares; 2024Q4: 46,043 shares; 2025Q1: 47,762 shares; 2025Q2: 48,870 shares; 2025Q3: 2,370 shares; 2025Q4: 1,514 shares; 2026Q1: 1,448 shares; 2026Q2: 1,314 shares 1,314 $54.3K 0.01% -134 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224 $54.3K 0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $54K 0.01% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $54K 0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,094 shares; 2026Q2: 1,094 shares 1,094 $52.7K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644 shares; 2024Q4: 718 shares; 2025Q1: 980 shares; 2025Q2: 1,194 shares; 2025Q3: 696 shares; 2025Q4: 655 shares; 2026Q1: 677 shares; 2026Q2: 642 shares 642 $52.6K 0.01% -35 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 930 shares; 2025Q2: 930 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares; 2026Q2: 930 shares 930 $52.6K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,792 shares; 2024Q4: 15,999 shares; 2025Q1: 16,366 shares; 2025Q2: 16,330 shares; 2025Q3: 621 shares; 2025Q4: 307 shares; 2026Q1: 267 shares; 2026Q2: 221 shares 221 $52.4K 0.01% -46 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,542 shares; 2024Q4: 7,680 shares; 2025Q1: 7,839 shares; 2025Q2: 7,784 shares; 2025Q3: 227 shares; 2025Q4: 214 shares; 2026Q1: 187 shares; 2026Q2: 183 shares 183 $51.8K 0.01% -4 Timeline AVUV 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,768 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 414 shares; 2026Q2: 414 shares 414 $51.7K 0.01% 0 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; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 203 shares; 2025Q2: 205 shares; 2025Q3: 208 shares; 2025Q4: 210 shares; 2026Q1: 227 shares; 2026Q2: 230 shares 230 $51.4K 0.01% +3 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 36 shares; 2025Q1: 117 shares; 2025Q2: 142 shares; 2025Q3: 89 shares; 2025Q4: 125 shares; 2026Q1: 114 shares; 2026Q2: 125 shares 125 $50.9K 0.01% +11 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365 shares; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: 365 shares; 2025Q3: 194 shares; 2025Q4: 365 shares; 2026Q1: 349 shares; 2026Q2: 178 shares 178 $50.8K 0.01% -171 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 971 shares; 2026Q1: 971 shares; 2026Q2: 971 shares 971 $50.6K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 526 shares; 2025Q2: 534 shares; 2025Q3: 541 shares; 2025Q4: 555 shares; 2026Q1: 583 shares; 2026Q2: 589 shares 589 $49.9K 0.01% +6 Timeline PRNT ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,009 shares 2,009 $49.4K 0.01% new 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; 2024Q3: 2,265 shares; 2024Q4: 1,245 shares; 2025Q1: 884 shares; 2025Q2: 754 shares; 2025Q3: 522 shares; 2025Q4: 445 shares; 2026Q1: 238 shares; 2026Q2: 232 shares 232 $49.2K 0.01% -6 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; 2024Q3: 986 shares; 2024Q4: 820 shares; 2025Q1: 827 shares; 2025Q2: 683 shares; 2025Q3: 679 shares; 2025Q4: 675 shares; 2026Q1: 504 shares; 2026Q2: 536 shares 536 $49.1K 0.01% +32 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 403 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 403 shares 403 $48.1K 0.01% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 409 shares; 2025Q2: 413 shares; 2025Q3: 421 shares; 2025Q4: 425 shares; 2026Q1: 605 shares; 2026Q2: 382 shares 382 $47K 0.01% -223 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; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 59 shares; 2026Q2: 83 shares 83 $46.5K 0.01% +24 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; 2024Q3: 4,929 shares; 2024Q4: 4,861 shares; 2025Q1: 4,787 shares; 2025Q2: 4,746 shares; 2025Q3: 368 shares; 2025Q4: 278 shares; 2026Q1: 259 shares; 2026Q2: 156 shares 156 $46.1K 0.01% -103 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,836 shares; 2024Q4: 2,364 shares; 2025Q1: 1,895 shares; 2025Q2: 1,099 shares; 2025Q3: 1,065 shares; 2025Q4: 975 shares; 2026Q1: 911 shares; 2026Q2: 838 shares 838 $46K 0.01% -73 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; 2024Q3: 562 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $45.3K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 403 shares; 2025Q2: 403 shares; 2025Q3: 403 shares; 2025Q4: 408 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $44.9K <0.01% 0 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; 2024Q3: 5,883 shares; 2024Q4: 3,834 shares; 2025Q1: 2,672 shares; 2025Q2: 1,945 shares; 2025Q3: 754 shares; 2025Q4: 405 shares; 2026Q1: 361 shares; 2026Q2: 322 shares 322 $44.8K <0.01% -39 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $44.6K <0.01% new 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; 2024Q3: 605 shares; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 611 shares; 2026Q1: 608 shares; 2026Q2: 627 shares 627 $43.9K <0.01% +19 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: 498 shares; 2025Q1: 463 shares; 2025Q2: 460 shares; 2025Q3: 568 shares; 2025Q4: 566 shares; 2026Q1: 456 shares; 2026Q2: 518 shares 518 $43.8K <0.01% +62 Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 195 shares 195 $43.1K <0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 669 shares; 2024Q4: 587 shares; 2025Q1: 594 shares; 2025Q2: 591 shares; 2025Q3: 587 shares; 2025Q4: 594 shares; 2026Q1: 614 shares; 2026Q2: 301 shares 301 $43.1K <0.01% -313 Timeline BHC BAUSCH HEALTH COS INC More: the full row for BAUSCH HEALTH COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,553 shares 8,553 $42.2K <0.01% new Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,814 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares; 2026Q2: 1,690 shares 1,690 $41.7K <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; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 78 shares; 2025Q2: 82 shares; 2025Q3: 91 shares; 2025Q4: 82 shares; 2026Q1: 73 shares; 2026Q2: 251 shares 251 $41.1K <0.01% +178 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares; 2026Q1: 248 shares; 2026Q2: 251 shares 251 $41K <0.01% +3 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 42 shares; 2025Q1: 45 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 42 shares; 2026Q1: 55 shares; 2026Q2: 122 shares 122 $40.5K <0.01% +67 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; 2024Q3: 1,665 shares; 2024Q4: 1,736 shares; 2025Q1: 1,786 shares; 2025Q2: 1,801 shares; 2025Q3: 55 shares; 2025Q4: 39 shares; 2026Q1: 38 shares; 2026Q2: 29 shares 29 $40K <0.01% -9 Timeline IZRL ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: not reported; 2025Q1: 2,189 shares; 2025Q2: 2,189 shares; 2025Q3: 2,189 shares; 2025Q4: 2,189 shares; 2026Q1: 2,189 shares; 2026Q2: 1,312 shares 1,312 $39.9K <0.01% -877 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410 shares; 2024Q4: 410 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $39.5K <0.01% 0 Timeline WMK WEIS MKTS INC More: the full row for WEIS MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $39.2K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17 shares 17 $38.7K <0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 264 shares; 2025Q3: 287 shares; 2025Q4: 286 shares; 2026Q1: 268 shares; 2026Q2: 297 shares 297 $38.5K <0.01% +29 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458 shares; 2024Q4: 541 shares; 2025Q1: 569 shares; 2025Q2: 573 shares; 2025Q3: 570 shares; 2025Q4: 605 shares; 2026Q1: 605 shares; 2026Q2: 598 shares 598 $38.3K <0.01% -7 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,959 shares; 2024Q4: 64,304 shares; 2025Q1: 65,998 shares; 2025Q2: 67,288 shares; 2025Q3: 2,046 shares; 2025Q4: 1,460 shares; 2026Q1: 1,353 shares; 2026Q2: 1,116 shares 1,116 $37.9K <0.01% -237 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 349 shares; 2026Q1: 316 shares; 2026Q2: 319 shares 319 $37.2K <0.01% +3 Timeline VTVT VTV THERAPEUTICS INC More: the full row for VTV THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 980 shares 980 $36.9K <0.01% new 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; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 528 shares; 2026Q1: 528 shares; 2026Q2: 528 shares 528 $36K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 495 shares 495 $35.9K <0.01% 0 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531 shares; 2024Q4: 534 shares; 2025Q1: 537 shares; 2025Q2: 540 shares; 2025Q3: 542 shares; 2025Q4: 544 shares; 2026Q1: 547 shares; 2026Q2: 549 shares 549 $35.7K <0.01% +2 Timeline VGK 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; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $35.4K <0.01% 0 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; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $34.8K <0.01% 0 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,320 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares; 2026Q1: 1,862 shares; 2026Q2: 1,862 shares 1,862 $34.4K <0.01% 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; 2024Q3: 43 shares; 2024Q4: 443 shares; 2025Q1: 514 shares; 2025Q2: 443 shares; 2025Q3: 433 shares; 2025Q4: 443 shares; 2026Q1: 443 shares; 2026Q2: 443 shares 443 $34.4K <0.01% 0 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares; 2026Q1: 569 shares; 2026Q2: 569 shares 569 $33.9K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 472 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $33.3K <0.01% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares; 2026Q2: 1,203 shares 1,203 $33.2K <0.01% 0 Timeline RZV 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; 2024Q3: 1,035 shares; 2024Q4: 1,089 shares; 2025Q1: 781 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $33.1K <0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $32.8K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares; 2026Q2: 940 shares 940 $32.6K <0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $31.9K <0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 313 shares; 2025Q2: 310 shares; 2025Q3: 316 shares; 2025Q4: 332 shares; 2026Q1: 335 shares; 2026Q2: 340 shares 340 $31.8K <0.01% +5 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $31.7K <0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202 shares; 2025Q2: 198 shares; 2025Q3: 76 shares; 2025Q4: 79 shares; 2026Q1: 135 shares; 2026Q2: 137 shares 137 $30.5K <0.01% +2 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 827 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $30.5K <0.01% 0 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; 2024Q3: 6,596 shares; 2024Q4: 1,852 shares; 2025Q1: 660 shares; 2025Q2: 287 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 278 shares; 2026Q2: 250 shares 250 $30.4K <0.01% -28 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; 2024Q3: 229 shares; 2024Q4: 1,032 shares; 2025Q1: 980 shares; 2025Q2: 982 shares; 2025Q3: 940 shares; 2025Q4: 997 shares; 2026Q1: 983 shares; 2026Q2: 958 shares 958 $30.3K <0.01% -25 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 146 shares; 2025Q1: 146 shares; 2025Q2: 161 shares; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 261 shares; 2026Q2: 261 shares 261 $30.3K <0.01% 0 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 191 shares; 2025Q3: 51 shares; 2025Q4: 191 shares; 2026Q1: 191 shares; 2026Q2: 191 shares 191 $30.1K <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; 2024Q3: 405 shares; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 405 shares 405 $30K <0.01% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $30K <0.01% 0 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,598 shares; 2024Q4: 7,936 shares; 2025Q1: 3,275 shares; 2025Q2: 3,066 shares; 2025Q3: 2,940 shares; 2025Q4: 1,401 shares; 2026Q1: 1,397 shares; 2026Q2: 1,324 shares 1,324 $29.9K <0.01% -73 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,256 shares; 2024Q4: 5,184 shares; 2025Q1: 308 shares; 2025Q2: 279 shares; 2025Q3: 125 shares; 2025Q4: 391 shares; 2026Q1: 1,394 shares; 2026Q2: 2,147 shares 2,147 $29.8K <0.01% +753 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; 2024Q3: not reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $28.9K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: not reported; 2025Q1: 680 shares; 2025Q2: not reported; 2025Q3: 278 shares; 2025Q4: 256 shares; 2026Q1: 256 shares; 2026Q2: 381 shares 381 $28.8K <0.01% +125 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; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $28.5K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 960 shares; 2024Q4: 856 shares; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 802 shares; 2025Q4: 716 shares; 2026Q1: 716 shares; 2026Q2: 710 shares 710 $28.2K <0.01% -6 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766 shares; 2024Q4: 737 shares; 2025Q1: 588 shares; 2025Q2: 657 shares; 2025Q3: 664 shares; 2025Q4: 876 shares; 2026Q1: 991 shares; 2026Q2: 1,052 shares 1,052 $28K <0.01% +61 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 577 shares 577 $27.5K <0.01% +1 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 91 shares; 2025Q1: 239 shares; 2025Q2: 328 shares; 2025Q3: 255 shares; 2025Q4: 262 shares; 2026Q1: 237 shares; 2026Q2: 118 shares 118 $27.1K <0.01% -119 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; 2024Q3: 50 shares; 2024Q4: 300 shares; 2025Q1: 410 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $27.1K <0.01% 0 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 506 shares; 2026Q2: 506 shares 506 $27K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 172 shares; 2025Q1: 176 shares; 2025Q2: 172 shares; 2025Q3: 174 shares; 2025Q4: 181 shares; 2026Q1: 174 shares; 2026Q2: 177 shares 177 $26.9K <0.01% +3 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $26.8K <0.01% 0 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 704 shares; 2026Q2: 704 shares 704 $26.8K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347 shares; 2024Q4: 346 shares; 2025Q1: 466 shares; 2025Q2: 346 shares; 2025Q3: 350 shares; 2025Q4: 336 shares; 2026Q1: 292 shares; 2026Q2: 294 shares 294 $26.6K <0.01% +2 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 356 shares; 2024Q4: 356 shares; 2025Q1: 488 shares; 2025Q2: 183 shares; 2025Q3: 149 shares; 2025Q4: 158 shares; 2026Q1: 164 shares; 2026Q2: 190 shares 190 $26.6K <0.01% +26 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 1,075 shares; 2025Q3: 495 shares; 2025Q4: 1,595 shares; 2026Q1: 945 shares; 2026Q2: 1,095 shares 1,095 $26.3K <0.01% +150 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 303 shares; 2025Q2: 301 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 301 shares; 2026Q2: 301 shares 301 $26K <0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 511 shares; 2026Q1: 511 shares; 2026Q2: 511 shares 511 $25.8K <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; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 236 shares; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 239 shares 239 $25.8K <0.01% +4 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 10 shares; 2026Q2: 8 shares 8 $25.6K <0.01% -2 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 275 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 411 shares; 2025Q4: 411 shares; 2026Q1: 411 shares; 2026Q2: 411 shares 411 $25.3K <0.01% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $24.7K <0.01% 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; 2024Q3: 380 shares; 2024Q4: 385 shares; 2025Q1: 390 shares; 2025Q2: 391 shares; 2025Q3: 394 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 393 shares 393 $24.4K <0.01% -17 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 289 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $24.1K <0.01% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,193 shares; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,139 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares; 2026Q2: 69 shares 69 $23.7K <0.01% -1,988 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; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $23.4K <0.01% 0 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; 2024Q3: 950 shares; 2024Q4: 238 shares; 2025Q1: 239 shares; 2025Q2: 240 shares; 2025Q3: not reported; 2025Q4: 241 shares; 2026Q1: 241 shares; 2026Q2: 241 shares 241 $23.4K <0.01% 0 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228 shares; 2024Q4: 395 shares; 2025Q1: 574 shares; 2025Q2: 649 shares; 2025Q3: 649 shares; 2025Q4: 649 shares; 2026Q1: 609 shares; 2026Q2: 574 shares 574 $23.3K <0.01% -35 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 394 shares; 2024Q4: 394 shares; 2025Q1: 759 shares; 2025Q2: 773 shares; 2025Q3: 631 shares; 2025Q4: 616 shares; 2026Q1: 329 shares; 2026Q2: 329 shares 329 $23K <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $23K <0.01% 0 Timeline