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: 194,351 shares; 2024Q4: 190,966 shares; 2025Q1: 188,231 shares; 2025Q2: 187,590 shares; 2025Q3: 174,243 shares; 2025Q4: 169,886 shares; 2026Q1: 157,960 shares; 2026Q2: 141,309 shares 141,309 $102M 7.55% -16,651 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: 131,098 shares; 2024Q4: 254,749 shares; 2025Q1: 250,430 shares; 2025Q2: 249,813 shares; 2025Q3: 247,620 shares; 2025Q4: 243,054 shares; 2026Q1: 243,483 shares; 2026Q2: 228,607 shares 228,607 $78M 5.79% -14,876 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: 314,311 shares; 2024Q4: 311,218 shares; 2025Q1: 303,645 shares; 2025Q2: 300,822 shares; 2025Q3: 294,139 shares; 2025Q4: 287,747 shares; 2026Q1: 280,814 shares; 2026Q2: 266,099 shares 266,099 $77M 5.72% -14,715 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: 236,168 shares; 2024Q4: 231,109 shares; 2025Q1: 226,808 shares; 2025Q2: 221,326 shares; 2025Q3: 218,252 shares; 2025Q4: 213,543 shares; 2026Q1: 207,855 shares; 2026Q2: 198,282 shares 198,282 $70.1M 5.2% -9,573 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: 188,659 shares; 2024Q4: 182,130 shares; 2025Q1: 178,666 shares; 2025Q2: 172,728 shares; 2025Q3: 162,423 shares; 2025Q4: 160,115 shares; 2026Q1: 156,165 shares; 2026Q2: 149,892 shares 149,892 $53.6M 3.98% -6,273 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: 225,254 shares; 2024Q4: 223,450 shares; 2025Q1: 220,329 shares; 2025Q2: 219,872 shares; 2025Q3: 214,227 shares; 2025Q4: 211,016 shares; 2026Q1: 207,550 shares; 2026Q2: 198,001 shares 198,001 $47.2M 3.5% -9,549 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: 147,890 shares; 2024Q4: 144,750 shares; 2025Q1: 144,499 shares; 2025Q2: 143,503 shares; 2025Q3: 141,051 shares; 2025Q4: 138,787 shares; 2026Q1: 135,917 shares; 2026Q2: 129,395 shares 129,395 $44.4M 3.3% -6,522 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: 82,907 shares; 2024Q4: 81,693 shares; 2025Q1: 78,294 shares; 2025Q2: 76,884 shares; 2025Q3: 74,739 shares; 2025Q4: 73,534 shares; 2026Q1: 71,745 shares; 2026Q2: 67,808 shares 67,808 $38.2M 2.84% -3,937 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: 70,447 shares; 2024Q4: 69,512 shares; 2025Q1: 68,651 shares; 2025Q2: 68,555 shares; 2025Q3: 67,082 shares; 2025Q4: 66,186 shares; 2026Q1: 63,630 shares; 2026Q2: 59,530 shares 59,530 $37.8M 2.8% -4,100 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: 187,203 shares; 2024Q4: 187,763 shares; 2025Q1: 189,402 shares; 2025Q2: 193,234 shares; 2025Q3: 189,382 shares; 2025Q4: 179,011 shares; 2026Q1: 178,433 shares; 2026Q2: 188,690 shares 188,690 $37.8M 2.8% +10,257 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: 1,195 shares; 2024Q4: 82,911 shares; 2025Q1: 78,132 shares; 2025Q2: 77,859 shares; 2025Q3: 76,400 shares; 2025Q4: 74,703 shares; 2026Q1: 71,015 shares; 2026Q2: 66,264 shares 66,264 $33.2M 2.46% -4,751 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,428 shares; 2024Q4: 8,233 shares; 2025Q1: 8,112 shares; 2025Q2: 8,064 shares; 2025Q3: 7,760 shares; 2025Q4: 7,635 shares; 2026Q1: 7,532 shares; 2026Q2: 178,758 shares 178,758 $31.9M 2.37% +171,226 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,408 shares; 2024Q4: 136,409 shares; 2025Q1: 136,444 shares; 2025Q2: 136,551 shares; 2025Q3: 133,654 shares; 2025Q4: 131,774 shares; 2026Q1: 128,769 shares; 2026Q2: 120,941 shares 120,941 $23.4M 1.73% -7,828 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: 270,150 shares; 2024Q4: 784,183 shares; 2025Q1: 782,907 shares; 2025Q2: 779,628 shares; 2025Q3: 757,846 shares; 2025Q4: 753,367 shares; 2026Q1: 739,590 shares; 2026Q2: 737,035 shares 737,035 $22.9M 1.7% -2,555 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: 130,472 shares; 2024Q4: 128,683 shares; 2025Q1: 128,315 shares; 2025Q2: 127,973 shares; 2025Q3: 124,063 shares; 2025Q4: 122,565 shares; 2026Q1: 119,824 shares; 2026Q2: 115,745 shares 115,745 $22.6M 1.67% -4,079 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: 324,545 shares; 2024Q4: 318,296 shares; 2025Q1: 315,433 shares; 2025Q2: 304,996 shares; 2025Q3: 296,429 shares; 2025Q4: 293,446 shares; 2026Q1: 286,237 shares; 2026Q2: 275,959 shares 275,959 $19.9M 1.48% -10,278 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: 26,131 shares; 2024Q4: 26,730 shares; 2025Q1: 47,460 shares; 2025Q2: 47,971 shares; 2025Q3: 47,085 shares; 2025Q4: 46,727 shares; 2026Q1: 51,369 shares; 2026Q2: 51,895 shares 51,895 $19.4M 1.44% +526 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: 23,765 shares; 2024Q4: 23,462 shares; 2025Q1: 23,376 shares; 2025Q2: 23,797 shares; 2025Q3: 24,553 shares; 2025Q4: 26,455 shares; 2026Q1: 27,802 shares; 2026Q2: 28,141 shares 28,141 $19.3M 1.43% +339 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,061 shares; 2024Q4: 168,433 shares; 2025Q1: 167,424 shares; 2025Q2: 166,792 shares; 2025Q3: 163,605 shares; 2025Q4: 161,204 shares; 2026Q1: 157,366 shares; 2026Q2: 153,088 shares 153,088 $19.3M 1.43% -4,278 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: 29,379 shares; 2024Q4: 29,290 shares; 2025Q1: 29,526 shares; 2025Q2: 29,961 shares; 2025Q3: 29,725 shares; 2025Q4: 29,424 shares; 2026Q1: 28,735 shares; 2026Q2: 27,703 shares 27,703 $17.3M 1.28% -1,032 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: 197,610 shares; 2024Q4: 192,459 shares; 2025Q1: 188,618 shares; 2025Q2: 187,334 shares; 2025Q3: 182,020 shares; 2025Q4: 177,496 shares; 2026Q1: 171,816 shares; 2026Q2: 161,961 shares 161,961 $16.6M 1.23% -9,855 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: 130,651 shares; 2024Q4: 127,919 shares; 2025Q1: 127,913 shares; 2025Q2: 127,385 shares; 2025Q3: 124,472 shares; 2025Q4: 121,419 shares; 2026Q1: 118,364 shares; 2026Q2: 116,493 shares 116,493 $15.8M 1.17% -1,871 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,565 shares; 2024Q4: 96,635 shares; 2025Q1: 95,928 shares; 2025Q2: 95,949 shares; 2025Q3: 95,941 shares; 2025Q4: 96,044 shares; 2026Q1: 96,025 shares; 2026Q2: 95,949 shares 95,949 $14.5M 1.08% -76 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,429 shares; 2024Q4: 57,662 shares; 2025Q1: 57,399 shares; 2025Q2: 58,133 shares; 2025Q3: 56,761 shares; 2025Q4: 57,899 shares; 2026Q1: 60,020 shares; 2026Q2: 55,518 shares 55,518 $14.1M 1.05% -4,502 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,774 shares; 2024Q4: 195,287 shares; 2025Q1: 192,912 shares; 2025Q2: 192,444 shares; 2025Q3: 178,462 shares; 2025Q4: 103,411 shares; 2026Q1: 90,444 shares; 2026Q2: 77,758 shares 77,758 $13.5M 1% -12,686 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 422,526 shares; 2025Q1: 425,765 shares; 2025Q2: 426,251 shares; 2025Q3: 413,038 shares; 2025Q4: 405,912 shares; 2026Q1: 392,812 shares; 2026Q2: 362,218 shares 362,218 $13.4M 1% -30,594 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: 149,864 shares; 2024Q4: 147,421 shares; 2025Q1: 146,657 shares; 2025Q2: 144,901 shares; 2025Q3: 141,231 shares; 2025Q4: 138,786 shares; 2026Q1: 134,135 shares; 2026Q2: 126,074 shares 126,074 $12.1M 0.9% -8,061 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: 115,660 shares; 2024Q4: 113,410 shares; 2025Q1: 112,889 shares; 2025Q2: 112,962 shares; 2025Q3: 130,587 shares; 2025Q4: 138,005 shares; 2026Q1: 133,815 shares; 2026Q2: 129,607 shares 129,607 $11.7M 0.87% -4,208 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: 48,853 shares; 2024Q4: 47,465 shares; 2025Q1: 45,916 shares; 2025Q2: 45,706 shares; 2025Q3: 46,190 shares; 2025Q4: 45,896 shares; 2026Q1: 45,876 shares; 2026Q2: 44,934 shares 44,934 $11.4M 0.85% -942 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,905 shares; 2024Q4: 50,045 shares; 2025Q1: 49,694 shares; 2025Q2: 49,941 shares; 2025Q3: 48,922 shares; 2025Q4: 46,742 shares; 2026Q1: 45,248 shares; 2026Q2: 42,509 shares 42,509 $11.2M 0.83% -2,739 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: 22,158 shares; 2024Q4: 21,951 shares; 2025Q1: 21,590 shares; 2025Q2: 21,543 shares; 2025Q3: 21,248 shares; 2025Q4: 21,225 shares; 2026Q1: 20,707 shares; 2026Q2: 124,346 shares 124,346 $10.7M 0.8% +103,639 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,246 shares 78,246 $10.7M 0.79% new 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: 43,711 shares; 2024Q4: 42,904 shares; 2025Q1: 42,808 shares; 2025Q2: 42,715 shares; 2025Q3: 42,531 shares; 2025Q4: 41,447 shares; 2026Q1: 39,917 shares; 2026Q2: 37,344 shares 37,344 $10.4M 0.77% -2,573 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: 189,593 shares; 2024Q4: 190,601 shares; 2025Q1: 183,117 shares; 2025Q2: 184,651 shares; 2025Q3: 188,910 shares; 2025Q4: 192,361 shares; 2026Q1: 191,340 shares; 2026Q2: 190,518 shares 190,518 $10.1M 0.75% -822 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: 69,540 shares; 2024Q4: 68,193 shares; 2025Q1: 67,567 shares; 2025Q2: 67,311 shares; 2025Q3: 65,745 shares; 2025Q4: 44,506 shares; 2026Q1: 37,936 shares; 2026Q2: 33,458 shares 33,458 $9.81M 0.73% -4,478 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: 32,158 shares; 2024Q4: 31,821 shares; 2025Q1: 31,616 shares; 2025Q2: 31,328 shares; 2025Q3: 30,881 shares; 2025Q4: 30,693 shares; 2026Q1: 29,992 shares; 2026Q2: 29,204 shares 29,204 $9.56M 0.71% -788 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 100 shares; 2025Q4: 1,002 shares; 2026Q1: 22,466 shares; 2026Q2: 22,990 shares 22,990 $9.36M 0.7% +524 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: 53,392 shares; 2024Q4: 45,418 shares; 2025Q1: 56,422 shares; 2025Q2: 57,395 shares; 2025Q3: 173,897 shares; 2025Q4: 178,529 shares; 2026Q1: 174,138 shares; 2026Q2: 180,974 shares 180,974 $9.15M 0.68% +6,836 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: 53 shares; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 39 shares; 2025Q3: 4,957 shares; 2025Q4: 4,814 shares; 2026Q1: 4,644 shares; 2026Q2: 4,572 shares 4,572 $9.09M 0.68% -72 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: 46,530 shares; 2024Q4: 45,818 shares; 2025Q1: 45,498 shares; 2025Q2: 45,057 shares; 2025Q3: 44,700 shares; 2025Q4: 46,489 shares; 2026Q1: 46,368 shares; 2026Q2: 49,843 shares 49,843 $8.85M 0.66% +3,475 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: 57,728 shares; 2024Q4: 55,900 shares; 2025Q1: 54,731 shares; 2025Q2: 54,718 shares; 2025Q3: 54,753 shares; 2025Q4: 52,044 shares; 2026Q1: 51,437 shares; 2026Q2: 50,798 shares 50,798 $8.31M 0.62% -639 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,737 shares; 2024Q4: 59,815 shares; 2025Q1: 62,970 shares; 2025Q2: 64,017 shares; 2025Q3: 65,255 shares; 2025Q4: 64,840 shares; 2026Q1: 69,061 shares; 2026Q2: 70,141 shares 70,141 $8.29M 0.62% +1,080 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: 32,259 shares; 2024Q4: 32,139 shares; 2025Q1: 32,023 shares; 2025Q2: 32,382 shares; 2025Q3: 33,607 shares; 2025Q4: 33,982 shares; 2026Q1: 33,876 shares; 2026Q2: 34,613 shares 34,613 $7.54M 0.56% +737 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: 83,793 shares; 2024Q4: 83,588 shares; 2025Q1: 85,143 shares; 2025Q2: 85,218 shares; 2025Q3: 83,911 shares; 2025Q4: 83,425 shares; 2026Q1: 83,180 shares; 2026Q2: 63,712 shares 63,712 $7.22M 0.54% -19,468 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,961 shares; 2024Q4: 19,287 shares; 2025Q1: 17,913 shares; 2025Q2: 17,938 shares; 2025Q3: 17,723 shares; 2025Q4: 17,428 shares; 2026Q1: 16,966 shares; 2026Q2: 16,831 shares 16,831 $6.69M 0.5% -135 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,320 shares; 2024Q4: 271,271 shares; 2025Q1: 269,401 shares; 2025Q2: 267,750 shares; 2025Q3: 263,872 shares; 2025Q4: 253,542 shares; 2026Q1: 236,644 shares; 2026Q2: 203,826 shares 203,826 $6.16M 0.46% -32,818 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: 263,560 shares; 2024Q4: 222,289 shares; 2025Q1: 203,806 shares; 2025Q2: 202,345 shares; 2025Q3: 199,090 shares; 2025Q4: 199,053 shares; 2026Q1: 195,839 shares; 2026Q2: 190,409 shares 190,409 $6.09M 0.45% -5,430 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: 14,281 shares; 2024Q4: 14,251 shares; 2025Q1: 13,311 shares; 2025Q2: 13,624 shares; 2025Q3: 13,823 shares; 2025Q4: 13,838 shares; 2026Q1: 6,855 shares; 2026Q2: 7,931 shares 7,931 $5.92M 0.44% +1,076 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: 13,311 shares; 2024Q4: 13,054 shares; 2025Q1: 13,259 shares; 2025Q2: 13,309 shares; 2025Q3: 13,038 shares; 2025Q4: 14,523 shares; 2026Q1: 15,147 shares; 2026Q2: 15,617 shares 15,617 $5.78M 0.43% +470 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: 22,346 shares; 2024Q4: 22,038 shares; 2025Q1: 21,847 shares; 2025Q2: 21,786 shares; 2025Q3: 21,857 shares; 2025Q4: 21,857 shares; 2026Q1: 20,792 shares; 2026Q2: 20,452 shares 20,452 $5.75M 0.43% -340 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: 55,005 shares; 2024Q4: 54,530 shares; 2025Q1: 54,530 shares; 2025Q2: 54,049 shares; 2025Q3: 54,141 shares; 2025Q4: 52,101 shares; 2026Q1: 52,206 shares; 2026Q2: 46,003 shares 46,003 $5.4M 0.4% -6,203 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 136,179 shares 136,179 $5.37M 0.4% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 59,819 shares; 2026Q2: 89,166 shares 89,166 $5.17M 0.38% +29,347 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,452 shares; 2024Q4: 274,960 shares; 2025Q1: 279,849 shares; 2025Q2: 279,088 shares; 2025Q3: 286,796 shares; 2025Q4: 284,884 shares; 2026Q1: 276,785 shares; 2026Q2: 259,653 shares 259,653 $5.1M 0.38% -17,132 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,718 shares; 2024Q4: 56,758 shares; 2025Q1: 58,624 shares; 2025Q2: 61,441 shares; 2025Q3: 63,186 shares; 2025Q4: 62,616 shares; 2026Q1: 62,861 shares; 2026Q2: 63,034 shares 63,034 $5.04M 0.37% +173 Timeline WAT WATERS CORP More: the full row for WATERS 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: 13,031 shares; 2026Q2: 12,995 shares 12,995 $4.87M 0.36% -36 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: 56,929 shares; 2024Q4: 57,269 shares; 2025Q1: 59,887 shares; 2025Q2: 59,496 shares; 2025Q3: 59,488 shares; 2025Q4: 61,630 shares; 2026Q1: 61,425 shares; 2026Q2: 60,707 shares 60,707 $4.33M 0.32% -718 Timeline DFAU 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: 28,727 shares; 2024Q4: 28,727 shares; 2025Q1: 34,992 shares; 2025Q2: 31,777 shares; 2025Q3: 59,955 shares; 2025Q4: 62,224 shares; 2026Q1: 65,006 shares; 2026Q2: 76,973 shares 76,973 $3.98M 0.3% +11,967 Timeline DFNM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,477 shares; 2025Q4: 80,398 shares; 2026Q1: 82,087 shares; 2026Q2: 80,864 shares 80,864 $3.91M 0.29% -1,223 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: 4,750 shares; 2024Q4: 5,048 shares; 2025Q1: 6,774 shares; 2025Q2: 7,125 shares; 2025Q3: 7,211 shares; 2025Q4: 8,255 shares; 2026Q1: 9,657 shares; 2026Q2: 9,052 shares 9,052 $3.86M 0.29% -605 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: 16,997 shares; 2024Q4: 17,167 shares; 2025Q1: 17,173 shares; 2025Q2: 17,034 shares; 2025Q3: 16,749 shares; 2025Q4: 16,352 shares; 2026Q1: 16,369 shares; 2026Q2: 15,278 shares 15,278 $3.84M 0.29% -1,091 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: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.28% 0 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: 56,561 shares; 2024Q4: 54,188 shares; 2025Q1: 53,843 shares; 2025Q2: 51,403 shares; 2025Q3: 51,301 shares; 2025Q4: 49,808 shares; 2026Q1: 50,749 shares; 2026Q2: 45,024 shares 45,024 $3.66M 0.27% -5,725 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,715 shares; 2024Q4: 26,903 shares; 2025Q1: 26,932 shares; 2025Q2: 26,630 shares; 2025Q3: 26,917 shares; 2025Q4: 48,097 shares; 2026Q1: 48,478 shares; 2026Q2: 48,821 shares 48,821 $3.58M 0.27% +343 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,625 shares; 2024Q4: 36,674 shares; 2025Q1: 27,136 shares; 2025Q2: 23,840 shares; 2025Q3: 22,840 shares; 2025Q4: 21,840 shares; 2026Q1: 20,756 shares; 2026Q2: 45,006 shares 45,006 $3.56M 0.26% +24,250 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: 9,809 shares; 2024Q4: 10,377 shares; 2025Q1: 10,606 shares; 2025Q2: 10,489 shares; 2025Q3: 10,584 shares; 2025Q4: 10,666 shares; 2026Q1: 11,444 shares; 2026Q2: 11,424 shares 11,424 $3.46M 0.26% -20 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: 14,995 shares; 2024Q4: 15,028 shares; 2025Q1: 14,945 shares; 2025Q2: 15,244 shares; 2025Q3: 15,467 shares; 2025Q4: 15,710 shares; 2026Q1: 15,702 shares; 2026Q2: 15,936 shares 15,936 $3.15M 0.23% +234 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: 2,771 shares; 2024Q4: 2,726 shares; 2025Q1: 2,726 shares; 2025Q2: 2,696 shares; 2025Q3: 2,780 shares; 2025Q4: 2,661 shares; 2026Q1: 2,646 shares; 2026Q2: 2,663 shares 2,663 $2.84M 0.21% +17 Timeline DFAE 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: 4,080 shares; 2024Q4: 4,080 shares; 2025Q1: 4,770 shares; 2025Q2: 3,696 shares; 2025Q3: 70,462 shares; 2025Q4: 69,441 shares; 2026Q1: 70,656 shares; 2026Q2: 69,604 shares 69,604 $2.8M 0.21% -1,052 Timeline SCHP 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: 55,708 shares; 2024Q4: 105,566 shares; 2025Q1: 105,666 shares; 2025Q2: 105,996 shares; 2025Q3: 101,946 shares; 2025Q4: 106,586 shares; 2026Q1: 101,696 shares; 2026Q2: 101,696 shares 101,696 $2.69M 0.2% 0 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: 19,975 shares; 2024Q4: 18,840 shares; 2025Q1: 18,279 shares; 2025Q2: 18,339 shares; 2025Q3: 17,698 shares; 2025Q4: 17,661 shares; 2026Q1: 17,514 shares; 2026Q2: 18,292 shares 18,292 $2.68M 0.2% +778 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,087 shares; 2024Q4: 5,087 shares; 2025Q1: 5,087 shares; 2025Q2: 5,087 shares; 2025Q3: 31,591 shares; 2025Q4: 36,149 shares; 2026Q1: 35,915 shares; 2026Q2: 31,450 shares 31,450 $2.58M 0.19% -4,465 Timeline DUHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,012 shares; 2025Q4: 62,527 shares; 2026Q1: 61,171 shares; 2026Q2: 61,259 shares 61,259 $2.56M 0.19% +88 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: 8,694 shares; 2024Q4: 8,694 shares; 2025Q1: 10,725 shares; 2025Q2: 13,826 shares; 2025Q3: 35,541 shares; 2025Q4: 45,486 shares; 2026Q1: 53,026 shares; 2026Q2: 60,638 shares 60,638 $2.5M 0.19% +7,612 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: 137,124 shares; 2024Q4: 129,031 shares; 2025Q1: 131,546 shares; 2025Q2: 127,076 shares; 2025Q3: 125,446 shares; 2025Q4: 123,373 shares; 2026Q1: 118,479 shares; 2026Q2: 59,965 shares 59,965 $2.46M 0.18% -58,514 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,506 shares; 2024Q4: 20,749 shares; 2025Q1: 20,676 shares; 2025Q2: 20,786 shares; 2025Q3: 20,368 shares; 2025Q4: 20,108 shares; 2026Q1: 18,686 shares; 2026Q2: 7,671 shares 7,671 $2.42M 0.18% -11,015 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: 28,887 shares; 2024Q4: 29,020 shares; 2025Q1: 27,052 shares; 2025Q2: 26,992 shares; 2025Q3: 27,057 shares; 2025Q4: 27,047 shares; 2026Q1: 27,266 shares; 2026Q2: 26,397 shares 26,397 $2.4M 0.18% -869 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: 13,138 shares; 2024Q4: 13,346 shares; 2025Q1: 13,133 shares; 2025Q2: 13,128 shares; 2025Q3: 13,128 shares; 2025Q4: 12,906 shares; 2026Q1: 12,746 shares; 2026Q2: 10,585 shares 10,585 $2.37M 0.18% -2,161 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: 7,058 shares; 2024Q4: 7,133 shares; 2025Q1: 6,978 shares; 2025Q2: 6,982 shares; 2025Q3: 6,982 shares; 2025Q4: 6,988 shares; 2026Q1: 6,634 shares; 2026Q2: 6,669 shares 6,669 $2.35M 0.17% +35 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: 7,245 shares; 2024Q4: 7,245 shares; 2025Q1: 7,045 shares; 2025Q2: 7,045 shares; 2025Q3: 7,045 shares; 2025Q4: 6,908 shares; 2026Q1: 6,783 shares; 2026Q2: 6,633 shares 6,633 $2.26M 0.17% -150 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,270 shares; 2024Q4: 2,231 shares; 2025Q1: 2,228 shares; 2025Q2: 2,442 shares; 2025Q3: 2,325 shares; 2025Q4: 2,388 shares; 2026Q1: 2,372 shares; 2026Q2: 1,904 shares 1,904 $2.24M 0.17% -468 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: 103,323 shares; 2024Q4: 98,435 shares; 2025Q1: 22,294 shares; 2025Q2: 21,896 shares; 2025Q3: 21,915 shares; 2025Q4: 21,381 shares; 2026Q1: 21,257 shares; 2026Q2: 20,298 shares 20,298 $2.18M 0.16% -959 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: 6,523 shares; 2024Q4: 6,520 shares; 2025Q1: 6,474 shares; 2025Q2: 6,675 shares; 2025Q3: 6,835 shares; 2025Q4: 6,824 shares; 2026Q1: 6,852 shares; 2026Q2: 7,011 shares 7,011 $2.15M 0.16% +159 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 820 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 545 shares; 2026Q1: 25,274 shares; 2026Q2: 26,185 shares 26,185 $2.13M 0.16% +911 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: 8,483 shares; 2024Q4: 8,364 shares; 2025Q1: 8,305 shares; 2025Q2: 7,752 shares; 2025Q3: 7,598 shares; 2025Q4: 7,477 shares; 2026Q1: 7,266 shares; 2026Q2: 5,601 shares 5,601 $2.09M 0.16% -1,665 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: 6,182 shares; 2024Q4: 6,211 shares; 2025Q1: 5,957 shares; 2025Q2: 5,857 shares; 2025Q3: 5,917 shares; 2025Q4: 5,890 shares; 2026Q1: 5,785 shares; 2026Q2: 5,785 shares 5,785 $1.96M 0.15% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,145 shares; 2025Q1: 1,205 shares; 2025Q2: 12,914 shares; 2025Q3: 13,284 shares; 2025Q4: 12,880 shares; 2026Q1: 11,212 shares; 2026Q2: 11,207 shares 11,207 $1.89M 0.14% -5 Timeline DFIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,699 shares; 2025Q4: 37,521 shares; 2026Q1: 34,295 shares; 2026Q2: 34,667 shares 34,667 $1.87M 0.14% +372 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 93,672 shares 93,672 $1.84M 0.14% new 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: 10,480 shares; 2024Q4: 10,270 shares; 2025Q1: 10,270 shares; 2025Q2: 10,328 shares; 2025Q3: 10,266 shares; 2025Q4: 9,870 shares; 2026Q1: 9,645 shares; 2026Q2: 9,638 shares 9,638 $1.83M 0.14% -7 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,541 shares; 2024Q4: 21,361 shares; 2025Q1: 21,087 shares; 2025Q2: 21,187 shares; 2025Q3: 19,374 shares; 2025Q4: 20,418 shares; 2026Q1: 20,474 shares; 2026Q2: 22,105 shares 22,105 $1.75M 0.13% +1,631 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,546 shares; 2024Q4: 14,546 shares; 2025Q1: 14,546 shares; 2025Q2: 14,546 shares; 2025Q3: 19,520 shares; 2025Q4: 19,532 shares; 2026Q1: 30,295 shares; 2026Q2: 38,906 shares 38,906 $1.73M 0.13% +8,611 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: 1,628 shares; 2025Q1: 1,494 shares; 2025Q2: 1,375 shares; 2025Q3: 1,351 shares; 2025Q4: 1,331 shares; 2026Q1: 1,326 shares; 2026Q2: 1,686 shares 1,686 $1.62M 0.12% +360 Timeline DFCF 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: 14,316 shares; 2024Q4: 14,316 shares; 2025Q1: 16,359 shares; 2025Q2: 17,019 shares; 2025Q3: 36,188 shares; 2025Q4: 37,022 shares; 2026Q1: 37,506 shares; 2026Q2: 37,688 shares 37,688 $1.59M 0.12% +182 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD 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: 42,994 shares; 2025Q4: 41,093 shares; 2026Q1: 41,093 shares; 2026Q2: 41,093 shares 41,093 $1.59M 0.12% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,034 shares; 2024Q4: 4,224 shares; 2025Q1: 4,287 shares; 2025Q2: 4,259 shares; 2025Q3: 17,282 shares; 2025Q4: 17,011 shares; 2026Q1: 16,939 shares; 2026Q2: 19,251 shares 19,251 $1.59M 0.12% +2,312 Timeline DIHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,088 shares; 2025Q4: 47,280 shares; 2026Q1: 45,562 shares; 2026Q2: 45,592 shares 45,592 $1.56M 0.12% +30 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: 5,195 shares; 2024Q4: 23,476 shares; 2025Q1: 32,558 shares; 2025Q2: 42,038 shares; 2025Q3: 42,475 shares; 2025Q4: 44,811 shares; 2026Q1: 46,145 shares; 2026Q2: 48,441 shares 48,441 $1.54M 0.11% +2,296 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,624 shares; 2024Q4: 5,466 shares; 2025Q1: 5,241 shares; 2025Q2: 5,176 shares; 2025Q3: 5,066 shares; 2025Q4: 4,891 shares; 2026Q1: 4,901 shares; 2026Q2: 4,896 shares 4,896 $1.53M 0.11% -5 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: 7,899 shares; 2024Q4: 7,899 shares; 2025Q1: 6,849 shares; 2025Q2: 6,849 shares; 2025Q3: 6,849 shares; 2025Q4: 6,689 shares; 2026Q1: 6,725 shares; 2026Q2: 6,804 shares 6,804 $1.5M 0.11% +79 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: 1,286 shares; 2024Q4: 4,388 shares; 2025Q1: 2,667 shares; 2025Q2: 2,711 shares; 2025Q3: 2,897 shares; 2025Q4: 2,857 shares; 2026Q1: 2,870 shares; 2026Q2: 2,787 shares 2,787 $1.4M 0.1% -83 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: 3,488 shares; 2024Q4: 3,662 shares; 2025Q1: 3,785 shares; 2025Q2: 3,766 shares; 2025Q3: 3,778 shares; 2025Q4: 3,724 shares; 2026Q1: 3,724 shares; 2026Q2: 3,724 shares 3,724 $1.36M 0.1% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,558 shares; 2024Q4: 21,558 shares; 2025Q1: 21,558 shares; 2025Q2: 21,433 shares; 2025Q3: 21,433 shares; 2025Q4: 32,148 shares; 2026Q1: 31,647 shares; 2026Q2: 31,442 shares 31,442 $1.34M 0.1% -205 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,593 shares; 2024Q4: 16,755 shares; 2025Q1: 16,624 shares; 2025Q2: 16,638 shares; 2025Q3: 17,487 shares; 2025Q4: 17,699 shares; 2026Q1: 17,519 shares; 2026Q2: 17,130 shares 17,130 $1.32M 0.1% -389 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: 4,668 shares; 2024Q4: 4,700 shares; 2025Q1: 4,708 shares; 2025Q2: 4,767 shares; 2025Q3: 4,592 shares; 2025Q4: 4,592 shares; 2026Q1: 4,632 shares; 2026Q2: 4,707 shares 4,707 $1.28M 0.1% +75 Timeline DFSD 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: 4,430 shares; 2024Q4: 4,430 shares; 2025Q1: 4,910 shares; 2025Q2: 5,029 shares; 2025Q3: 20,039 shares; 2025Q4: 20,289 shares; 2026Q1: 24,351 shares; 2026Q2: 24,528 shares 24,528 $1.17M 0.09% +177 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: 1,051 shares; 2024Q4: 1,124 shares; 2025Q1: 1,130 shares; 2025Q2: 1,143 shares; 2025Q3: 1,006 shares; 2025Q4: 1,047 shares; 2026Q1: 1,064 shares; 2026Q2: 968 shares 968 $1.16M 0.09% -96 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,555 shares; 2024Q4: 2,555 shares; 2025Q1: 2,555 shares; 2025Q2: 2,555 shares; 2025Q3: 2,676 shares; 2025Q4: 2,555 shares; 2026Q1: 2,558 shares; 2026Q2: 2,564 shares 2,564 $1.16M 0.09% +6 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: 738 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 808 shares; 2025Q4: 918 shares; 2026Q1: 822 shares; 2026Q2: 1,218 shares 1,218 $1.14M 0.08% +396 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 2,136 shares; 2025Q4: 13,175 shares; 2026Q1: 13,375 shares; 2026Q2: 18,975 shares 18,975 $1.12M 0.08% +5,600 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 3,900 shares; 2026Q2: 3,900 shares 3,900 $1.09M 0.08% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,329 shares; 2024Q4: 17,415 shares; 2025Q1: 17,455 shares; 2025Q2: 14,912 shares; 2025Q3: 15,098 shares; 2025Q4: 11,188 shares; 2026Q1: 10,971 shares; 2026Q2: 10,971 shares 10,971 $1.06M 0.08% 0 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: 17,162 shares; 2024Q4: 15,033 shares; 2025Q1: 17,146 shares; 2025Q2: 17,260 shares; 2025Q3: 16,797 shares; 2025Q4: 16,963 shares; 2026Q1: 17,733 shares; 2026Q2: 17,548 shares 17,548 $1.05M 0.08% -185 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: 49,216 shares; 2024Q4: 48,144 shares; 2025Q1: 47,537 shares; 2025Q2: 44,720 shares; 2025Q3: 44,720 shares; 2025Q4: 45,253 shares; 2026Q1: 45,283 shares; 2026Q2: 43,407 shares 43,407 $1.05M 0.08% -1,876 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: 2,301 shares; 2024Q4: 2,348 shares; 2025Q1: 2,357 shares; 2025Q2: 2,215 shares; 2025Q3: 2,251 shares; 2025Q4: 2,299 shares; 2026Q1: 1,368 shares; 2026Q2: 1,378 shares 1,378 $1.03M 0.08% +10 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: 8,653 shares; 2024Q4: 8,659 shares; 2025Q1: 8,682 shares; 2025Q2: 8,823 shares; 2025Q3: 8,943 shares; 2025Q4: 8,893 shares; 2026Q1: 8,906 shares; 2026Q2: 7,790 shares 7,790 $1M 0.07% -1,116 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: 2,091 shares; 2024Q4: 3,503 shares; 2025Q1: 2,833 shares; 2025Q2: 2,711 shares; 2025Q3: 2,967 shares; 2025Q4: 2,860 shares; 2026Q1: 2,612 shares; 2026Q2: 2,366 shares 2,366 $995K 0.07% -246 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: 4,679 shares; 2024Q4: 4,254 shares; 2025Q1: 4,439 shares; 2025Q2: 3,332 shares; 2025Q3: 3,307 shares; 2025Q4: 2,055 shares; 2026Q1: 1,937 shares; 2026Q2: 7,969 shares 7,969 $989K 0.07% +6,032 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: 7,797 shares; 2024Q4: 7,797 shares; 2025Q1: 7,797 shares; 2025Q2: 7,757 shares; 2025Q3: 7,757 shares; 2025Q4: 7,757 shares; 2026Q1: 7,507 shares; 2026Q2: 6,907 shares 6,907 $989K 0.07% -600 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 892 shares; 2025Q4: 900 shares; 2026Q1: 948 shares; 2026Q2: 933 shares 933 $972K 0.07% -15 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: 14,275 shares; 2024Q4: 28,550 shares; 2025Q1: 25,372 shares; 2025Q2: 25,372 shares; 2025Q3: 25,269 shares; 2025Q4: 25,004 shares; 2026Q1: 24,903 shares; 2026Q2: 25,380 shares 25,380 $966K 0.07% +477 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: 12,073 shares; 2024Q4: 9,547 shares; 2025Q1: 8,593 shares; 2025Q2: 8,824 shares; 2025Q3: 9,469 shares; 2025Q4: 8,533 shares; 2026Q1: 8,533 shares; 2026Q2: 6,883 shares 6,883 $961K 0.07% -1,650 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: 2,031 shares; 2024Q4: 2,034 shares; 2025Q1: 2,485 shares; 2025Q2: 2,393 shares; 2025Q3: 2,364 shares; 2025Q4: 2,227 shares; 2026Q1: 2,498 shares; 2026Q2: 2,452 shares 2,452 $926K 0.07% -46 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 5,436 shares; 2025Q4: 11,864 shares; 2026Q1: 18,587 shares; 2026Q2: 18,795 shares 18,795 $910K 0.07% +208 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,360 shares; 2024Q4: 22,660 shares; 2025Q1: 22,660 shares; 2025Q2: 22,660 shares; 2025Q3: 22,692 shares; 2025Q4: 22,017 shares; 2026Q1: 8,901 shares; 2026Q2: 8,701 shares 8,701 $904K 0.07% -200 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,619 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,619 shares; 2025Q3: 2,619 shares; 2025Q4: 2,619 shares; 2026Q1: 2,865 shares; 2026Q2: 2,865 shares 2,865 $868K 0.06% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,018 shares; 2024Q4: 1,302 shares; 2025Q1: 1,344 shares; 2025Q2: 2,613 shares; 2025Q3: 26,782 shares; 2025Q4: 28,950 shares; 2026Q1: 26,105 shares; 2026Q2: 25,155 shares 25,155 $855K 0.06% -950 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: 6,086 shares; 2024Q4: 6,107 shares; 2025Q1: 6,102 shares; 2025Q2: 6,109 shares; 2025Q3: 6,082 shares; 2025Q4: 6,055 shares; 2026Q1: 5,972 shares; 2026Q2: 5,678 shares 5,678 $842K 0.06% -294 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,166 shares; 2024Q4: 6,158 shares; 2025Q1: 6,048 shares; 2025Q2: 6,062 shares; 2025Q3: 6,062 shares; 2025Q4: 5,912 shares; 2026Q1: 5,315 shares; 2026Q2: 4,810 shares 4,810 $836K 0.06% -505 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: 5,618 shares; 2024Q4: 5,310 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 4,900 shares; 2025Q4: 4,885 shares; 2026Q1: 4,935 shares; 2026Q2: 4,602 shares 4,602 $833K 0.06% -333 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,992 shares; 2024Q4: 7,112 shares; 2025Q1: 6,869 shares; 2025Q2: 6,869 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,023 shares 6,023 $816K 0.06% +23 Timeline DFLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,974 shares; 2025Q4: 20,027 shares; 2026Q1: 20,076 shares; 2026Q2: 20,125 shares 20,125 $796K 0.06% +49 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 336 shares; 2025Q3: 118 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,927 shares 15,927 $794K 0.06% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,856 shares; 2024Q4: 145,856 shares; 2025Q1: 144,596 shares; 2025Q2: 110,316 shares; 2025Q3: 101,757 shares; 2025Q4: 90,553 shares; 2026Q1: 32,893 shares; 2026Q2: 17,238 shares 17,238 $744K 0.06% -15,655 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,809 shares; 2024Q4: 24,647 shares; 2025Q1: 24,647 shares; 2025Q2: 24,647 shares; 2025Q3: 25,280 shares; 2025Q4: 24,617 shares; 2026Q1: 11,056 shares; 2026Q2: 10,861 shares 10,861 $743K 0.06% -195 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: 725 shares; 2024Q4: 725 shares; 2025Q1: 966 shares; 2025Q2: 966 shares; 2025Q3: 892 shares; 2025Q4: 882 shares; 2026Q1: 882 shares; 2026Q2: 727 shares 727 $735K 0.05% -155 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,703 shares; 2024Q4: 3,703 shares; 2025Q1: 3,703 shares; 2025Q2: 3,703 shares; 2025Q3: 3,703 shares; 2025Q4: 3,703 shares; 2026Q1: 3,703 shares; 2026Q2: 3,703 shares 3,703 $732K 0.05% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,367 shares; 2024Q4: 6,367 shares; 2025Q1: 6,337 shares; 2025Q2: 6,326 shares; 2025Q3: 6,326 shares; 2025Q4: 6,326 shares; 2026Q1: 6,339 shares; 2026Q2: 6,013 shares 6,013 $729K 0.05% -326 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634 shares; 2025Q4: 637 shares; 2026Q1: 1,631 shares; 2026Q2: 1,377 shares 1,377 $719K 0.05% -254 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: 14,975 shares; 2024Q4: 14,975 shares; 2025Q1: 14,975 shares; 2025Q2: 14,975 shares; 2025Q3: 14,975 shares; 2025Q4: 14,975 shares; 2026Q1: 14,975 shares; 2026Q2: 14,975 shares 14,975 $696K 0.05% 0 Timeline DFIS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,139 shares; 2025Q4: 20,227 shares; 2026Q1: 19,546 shares; 2026Q2: 19,720 shares 19,720 $691K 0.05% +174 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,050 shares; 2024Q4: 13,050 shares; 2025Q1: 12,988 shares; 2025Q2: 12,988 shares; 2025Q3: 12,988 shares; 2025Q4: 12,988 shares; 2026Q1: 12,933 shares; 2026Q2: 13,626 shares 13,626 $673K 0.05% +693 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: 7,113 shares; 2024Q4: 7,109 shares; 2025Q1: 7,132 shares; 2025Q2: 6,222 shares; 2025Q3: 3,722 shares; 2025Q4: 4,322 shares; 2026Q1: 3,978 shares; 2026Q2: 4,045 shares 4,045 $670K 0.05% +67 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: 2,023 shares; 2024Q4: 2,116 shares; 2025Q1: 2,137 shares; 2025Q2: 2,259 shares; 2025Q3: 1,854 shares; 2025Q4: 2,130 shares; 2026Q1: 2,245 shares; 2026Q2: 2,200 shares 2,200 $656K 0.05% -45 Timeline DFUV 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: 6,468 shares; 2024Q4: 6,468 shares; 2025Q1: 6,468 shares; 2025Q2: 6,468 shares; 2025Q3: 13,618 shares; 2025Q4: 11,661 shares; 2026Q1: 11,598 shares; 2026Q2: 11,554 shares 11,554 $636K 0.05% -44 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: 1,527 shares; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 1,157 shares; 2025Q4: 1,173 shares; 2026Q1: 2,344 shares; 2026Q2: 2,939 shares 2,939 $625K 0.05% +595 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: 1,685 shares; 2024Q4: 1,963 shares; 2025Q1: 1,826 shares; 2025Q2: 1,826 shares; 2025Q3: 2,013 shares; 2025Q4: 2,019 shares; 2026Q1: 2,022 shares; 2026Q2: 2,567 shares 2,567 $624K 0.05% +545 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,013 shares; 2024Q4: 12,065 shares; 2025Q1: 12,208 shares; 2025Q2: 10,369 shares; 2025Q3: 10,588 shares; 2025Q4: 6,875 shares; 2026Q1: 7,452 shares; 2026Q2: 7,452 shares 7,452 $617K 0.05% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 1,044 shares; 2025Q1: 1,181 shares; 2025Q2: 1,311 shares; 2025Q3: 1,540 shares; 2025Q4: 1,616 shares; 2026Q1: 1,702 shares; 2026Q2: 7,316 shares 7,316 $589K 0.04% +5,614 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: 10,614 shares; 2024Q4: 21,228 shares; 2025Q1: 21,228 shares; 2025Q2: 21,228 shares; 2025Q3: 21,228 shares; 2025Q4: 21,228 shares; 2026Q1: 21,228 shares; 2026Q2: 21,228 shares 21,228 $588K 0.04% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415 shares; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,503 shares; 2026Q2: 1,558 shares 1,558 $574K 0.04% +55 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: 2,442 shares; 2024Q4: 2,610 shares; 2025Q1: 2,341 shares; 2025Q2: 2,385 shares; 2025Q3: 4,170 shares; 2025Q4: 3,695 shares; 2026Q1: 3,660 shares; 2026Q2: 3,807 shares 3,807 $558K 0.04% +147 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $549K 0.04% 0 Timeline DFGX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,420 shares; 2026Q1: 4,420 shares; 2026Q2: 9,902 shares 9,902 $531K 0.04% +5,482 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: 7,765 shares; 2024Q4: 7,038 shares; 2025Q1: 6,647 shares; 2025Q2: 6,647 shares; 2025Q3: 6,976 shares; 2025Q4: 7,517 shares; 2026Q1: 7,581 shares; 2026Q2: 6,020 shares 6,020 $528K 0.04% -1,561 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: 906 shares; 2024Q4: 872 shares; 2025Q1: 1,119 shares; 2025Q2: 1,119 shares; 2025Q3: 1,052 shares; 2025Q4: 982 shares; 2026Q1: 1,088 shares; 2026Q2: 1,024 shares 1,024 $503K 0.04% -64 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares; 2026Q2: 4,600 shares 4,600 $493K 0.04% 0 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: 6,818 shares; 2024Q4: 6,987 shares; 2025Q1: 5,212 shares; 2025Q2: 5,234 shares; 2025Q3: 5,087 shares; 2025Q4: 6,723 shares; 2026Q1: 6,653 shares; 2026Q2: 5,959 shares 5,959 $492K 0.04% -694 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 947 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 680 shares; 2026Q2: 660 shares 660 $486K 0.04% -20 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,063 shares; 2025Q3: 7,172 shares; 2025Q4: 6,728 shares; 2026Q1: 6,131 shares; 2026Q2: 6,159 shares 6,159 $480K 0.04% +28 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: 680 shares; 2024Q4: 508 shares; 2025Q1: 486 shares; 2025Q2: 484 shares; 2025Q3: 510 shares; 2025Q4: 5,117 shares; 2026Q1: 5,846 shares; 2026Q2: 6,719 shares 6,719 $480K 0.04% +873 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 407 shares; 2025Q4: 407 shares; 2026Q1: 138 shares; 2026Q2: 393 shares 393 $454K 0.03% +255 Timeline GSLC 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: 6,260 shares; 2024Q4: 6,260 shares; 2025Q1: 5,378 shares; 2025Q2: 5,378 shares; 2025Q3: 4,265 shares; 2025Q4: 3,773 shares; 2026Q1: 3,599 shares; 2026Q2: 3,159 shares 3,159 $448K 0.03% -440 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,699 shares; 2024Q4: 1,705 shares; 2025Q1: 1,713 shares; 2025Q2: 1,721 shares; 2025Q3: 1,729 shares; 2025Q4: 1,738 shares; 2026Q1: 2,241 shares; 2026Q2: 2,099 shares 2,099 $446K 0.03% -142 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: 2,000 shares; 2024Q4: 1,800 shares; 2025Q1: 4,044 shares; 2025Q2: 3,044 shares; 2025Q3: 2,999 shares; 2025Q4: 2,964 shares; 2026Q1: 3,271 shares; 2026Q2: 3,815 shares 3,815 $445K 0.03% +544 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,387 shares; 2024Q4: 1,288 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,904 shares; 2025Q4: 1,909 shares; 2026Q1: 1,914 shares; 2026Q2: 1,859 shares 1,859 $442K 0.03% -55 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: 3,182 shares; 2024Q4: 3,182 shares; 2025Q1: 3,182 shares; 2025Q2: 3,182 shares; 2025Q3: 3,182 shares; 2025Q4: 3,182 shares; 2026Q1: 3,182 shares; 2026Q2: 15,910 shares 15,910 $436K 0.03% +12,728 Timeline AROW ARROW FINL CORP More: the full row for ARROW FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,310 shares; 2024Q4: 12,310 shares; 2025Q1: 12,310 shares; 2025Q2: 12,310 shares; 2025Q3: 11,510 shares; 2025Q4: 11,110 shares; 2026Q1: 10,310 shares; 2026Q2: 10,310 shares 10,310 $423K 0.03% 0 Timeline DFAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,819 shares; 2025Q4: 15,972 shares; 2026Q1: 15,990 shares; 2026Q2: 16,035 shares 16,035 $419K 0.03% +45 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: not reported; 2024Q4: 763 shares; 2025Q1: 763 shares; 2025Q2: 2,586 shares; 2025Q3: 2,614 shares; 2025Q4: 8,103 shares; 2026Q1: 8,171 shares; 2026Q2: 8,171 shares 8,171 $413K 0.03% 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: 5,579 shares; 2024Q4: 5,579 shares; 2025Q1: 5,579 shares; 2025Q2: 5,579 shares; 2025Q3: 5,843 shares; 2025Q4: 5,800 shares; 2026Q1: 5,562 shares; 2026Q2: 5,562 shares 5,562 $408K 0.03% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 3,825 shares; 2026Q1: 6,745 shares; 2026Q2: 7,020 shares 7,020 $395K 0.03% +275 Timeline NRT NORTH EUROPEAN OIL RTY TR More: the full row for NORTH EUROPEAN OIL RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,432 shares; 2024Q4: 53,432 shares; 2025Q1: 53,432 shares; 2025Q2: 53,432 shares; 2025Q3: 53,432 shares; 2025Q4: 53,432 shares; 2026Q1: 53,432 shares; 2026Q2: 53,432 shares 53,432 $391K 0.03% 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: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 1,988 shares; 2025Q4: 1,997 shares; 2026Q1: 1,981 shares; 2026Q2: 1,989 shares 1,989 $389K 0.03% +8 Timeline DISV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,114 shares; 2025Q4: 10,159 shares; 2026Q1: 9,663 shares; 2026Q2: 9,667 shares 9,667 $388K 0.03% +4 Timeline DEHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,522 shares; 2025Q4: 8,978 shares; 2026Q1: 8,989 shares; 2026Q2: 9,023 shares 9,023 $386K 0.03% +34 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: 818 shares; 2024Q4: 971 shares; 2025Q1: 885 shares; 2025Q2: 867 shares; 2025Q3: 858 shares; 2025Q4: 928 shares; 2026Q1: 916 shares; 2026Q2: 924 shares 924 $384K 0.03% +8 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: 1,799 shares; 2024Q4: 2,461 shares; 2025Q1: 2,461 shares; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,293 shares; 2026Q1: 2,337 shares; 2026Q2: 2,069 shares 2,069 $382K 0.03% -268 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,083 shares; 2024Q4: 10,083 shares; 2025Q1: 10,083 shares; 2025Q2: 10,083 shares; 2025Q3: 10,083 shares; 2025Q4: 10,083 shares; 2026Q1: 10,083 shares; 2026Q2: 10,083 shares 10,083 $368K 0.03% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,004 shares; 2024Q4: 74,055 shares; 2025Q1: 84,620 shares; 2025Q2: 98,792 shares; 2025Q3: 101,894 shares; 2025Q4: 52,092 shares; 2026Q1: 32,383 shares; 2026Q2: 6,748 shares 6,748 $357K 0.03% -25,635 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: 4,188 shares; 2024Q4: 4,188 shares; 2025Q1: 4,188 shares; 2025Q2: 4,188 shares; 2025Q3: 4,188 shares; 2025Q4: 4,188 shares; 2026Q1: 4,287 shares; 2026Q2: 1,291 shares 1,291 $349K 0.03% -2,996 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: 9,302 shares; 2024Q4: 9,516 shares; 2025Q1: 8,767 shares; 2025Q2: 8,767 shares; 2025Q3: 9,025 shares; 2025Q4: 9,578 shares; 2026Q1: 9,251 shares; 2026Q2: 8,240 shares 8,240 $349K 0.03% -1,011 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 2,296 shares 2,296 $347K 0.03% new 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: not reported; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 525 shares 525 $344K 0.03% -15 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: 6,668 shares; 2024Q4: 6,543 shares; 2025Q1: 5,975 shares; 2025Q2: 5,975 shares; 2025Q3: 5,375 shares; 2025Q4: 4,875 shares; 2026Q1: 4,925 shares; 2026Q2: 4,692 shares 4,692 $338K 0.03% -233 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: 16,919 shares; 2024Q4: 17,068 shares; 2025Q1: 16,836 shares; 2025Q2: 17,000 shares; 2025Q3: 16,470 shares; 2025Q4: 16,014 shares; 2026Q1: 17,558 shares; 2026Q2: 16,211 shares 16,211 $336K 0.02% -1,347 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: 1,701 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,452 shares; 2025Q4: 1,452 shares; 2026Q1: 1,536 shares; 2026Q2: 1,533 shares 1,533 $332K 0.02% -3 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: 9,971 shares; 2024Q4: 10,337 shares; 2025Q1: 10,337 shares; 2025Q2: 9,655 shares; 2025Q3: 9,655 shares; 2025Q4: 9,089 shares; 2026Q1: 9,089 shares; 2026Q2: 9,089 shares 9,089 $330K 0.02% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 420 shares; 2026Q2: 410 shares 410 $311K 0.02% -10 Timeline CGW 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: 5,433 shares; 2024Q4: 5,433 shares; 2025Q1: 5,252 shares; 2025Q2: 5,252 shares; 2025Q3: 5,108 shares; 2025Q4: 4,679 shares; 2026Q1: 4,679 shares; 2026Q2: 4,679 shares 4,679 $308K 0.02% 0 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II 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: 11,627 shares 11,627 $307K 0.02% new 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: 1,207 shares; 2024Q4: 739 shares; 2025Q1: 499 shares; 2025Q2: 499 shares; 2025Q3: 540 shares; 2025Q4: 607 shares; 2026Q1: 1,621 shares; 2026Q2: 2,591 shares 2,591 $305K 0.02% +970 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: 1,878 shares; 2024Q4: 1,878 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,878 shares; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares; 2026Q2: 1,878 shares 1,878 $298K 0.02% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,444 shares; 2024Q4: 2,444 shares; 2025Q1: 2,109 shares; 2025Q2: 2,184 shares; 2025Q3: 2,259 shares; 2025Q4: 2,121 shares; 2026Q1: 2,948 shares; 2026Q2: 3,733 shares 3,733 $296K 0.02% +785 Timeline IBTG 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: 22,310 shares; 2025Q2: 22,377 shares; 2025Q3: 20,805 shares; 2025Q4: 22,064 shares; 2026Q1: 22,064 shares; 2026Q2: 12,870 shares 12,870 $295K 0.02% -9,194 Timeline DFAT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,236 shares; 2025Q4: 4,250 shares; 2026Q1: 4,139 shares; 2026Q2: 4,150 shares 4,150 $290K 0.02% +11 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: 1,335 shares; 2024Q4: 1,405 shares; 2025Q1: 1,167 shares; 2025Q2: 1,183 shares; 2025Q3: 1,190 shares; 2025Q4: 1,221 shares; 2026Q1: 1,120 shares; 2026Q2: 796 shares 796 $288K 0.02% -324 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,923 shares; 2024Q4: 6,148 shares; 2025Q1: 6,148 shares; 2025Q2: 6,148 shares; 2025Q3: 5,878 shares; 2025Q4: 5,878 shares; 2026Q1: 5,667 shares; 2026Q2: 5,539 shares 5,539 $287K 0.02% -128 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: 4,970 shares; 2024Q4: 4,370 shares; 2025Q1: 4,370 shares; 2025Q2: 4,370 shares; 2025Q3: 4,195 shares; 2025Q4: 3,995 shares; 2026Q1: 3,495 shares; 2026Q2: 3,295 shares 3,295 $286K 0.02% -200 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: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,201 shares; 2026Q1: 1,274 shares; 2026Q2: 1,266 shares 1,266 $282K 0.02% -8 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: 1,764 shares; 2025Q1: 2,293 shares; 2025Q2: 2,293 shares; 2025Q3: 704 shares; 2025Q4: 650 shares; 2026Q1: 743 shares; 2026Q2: 650 shares 650 $282K 0.02% -93 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: 7,289 shares; 2024Q4: 6,700 shares; 2025Q1: 4,475 shares; 2025Q2: 4,875 shares; 2025Q3: 4,773 shares; 2025Q4: 4,773 shares; 2026Q1: 4,893 shares; 2026Q2: 4,887 shares 4,887 $282K 0.02% -6 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: 5,144 shares; 2024Q4: 4,907 shares; 2025Q1: 5,039 shares; 2025Q2: 5,372 shares; 2025Q3: 5,376 shares; 2025Q4: 5,380 shares; 2026Q1: 5,287 shares; 2026Q2: 4,931 shares 4,931 $281K 0.02% -356 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: 3,455 shares; 2024Q4: 3,455 shares; 2025Q1: 3,455 shares; 2025Q2: 1,844 shares; 2025Q3: 1,844 shares; 2025Q4: 1,844 shares; 2026Q1: 1,844 shares; 2026Q2: 1,844 shares 1,844 $281K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,710 shares; 2024Q4: 1,710 shares; 2025Q1: 1,710 shares; 2025Q2: 1,710 shares; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares; 2026Q1: 1,710 shares; 2026Q2: 1,710 shares 1,710 $277K 0.02% 0 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: 2,604 shares; 2024Q4: 2,604 shares; 2025Q1: 2,604 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares; 2026Q1: 2,472 shares; 2026Q2: 1,897 shares 1,897 $274K 0.02% -575 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,819 shares; 2024Q4: 1,819 shares; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,816 shares; 2025Q4: 1,730 shares; 2026Q1: 1,805 shares; 2026Q2: 2,915 shares 2,915 $270K 0.02% +1,110 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: 354 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 358 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 375 shares; 2026Q2: 1,097 shares 1,097 $270K 0.02% +722 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: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,505 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares; 2026Q1: 1,958 shares; 2026Q2: 2,121 shares 2,121 $268K 0.02% +163 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,866 shares; 2024Q4: 3,866 shares; 2025Q1: 3,866 shares; 2025Q2: 3,866 shares; 2025Q3: 3,866 shares; 2025Q4: 3,866 shares; 2026Q1: 3,866 shares; 2026Q2: 3,516 shares 3,516 $268K 0.02% -350 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,625 shares; 2024Q4: 5,688 shares; 2025Q1: 5,688 shares; 2025Q2: 5,688 shares; 2025Q3: 5,842 shares; 2025Q4: 5,622 shares; 2026Q1: 5,620 shares; 2026Q2: 5,620 shares 5,620 $267K 0.02% 0 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 337 shares; 2025Q3: 191 shares; 2025Q4: 220 shares; 2026Q1: 291 shares; 2026Q2: 799 shares 799 $264K 0.02% +508 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,726 shares; 2024Q4: 2,720 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares; 2026Q2: 2,720 shares 2,720 $258K 0.02% 0 Timeline DFSU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,480 shares; 2025Q4: 5,492 shares; 2026Q1: 5,505 shares; 2026Q2: 5,518 shares 5,518 $257K 0.02% +13 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,142 shares; 2024Q4: 2,057 shares; 2025Q1: 2,012 shares; 2025Q2: 2,007 shares; 2025Q3: 1,867 shares; 2025Q4: 1,855 shares; 2026Q1: 1,855 shares; 2026Q2: 1,855 shares 1,855 $255K 0.02% 0 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: 337 shares; 2024Q4: 345 shares; 2025Q1: 321 shares; 2025Q2: 339 shares; 2025Q3: 311 shares; 2025Q4: 310 shares; 2026Q1: 428 shares; 2026Q2: 495 shares 495 $254K 0.02% +67 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,293 shares; 2024Q4: 1,293 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,058 shares; 2026Q2: 1,058 shares 1,058 $252K 0.02% 0 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: 864 shares; 2024Q4: 898 shares; 2025Q1: 855 shares; 2025Q2: 974 shares; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares; 2026Q1: 1,191 shares; 2026Q2: 1,198 shares 1,198 $250K 0.02% +7 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: 7,201 shares; 2024Q4: 7,201 shares; 2025Q1: 7,201 shares; 2025Q2: 7,201 shares; 2025Q3: 7,201 shares; 2025Q4: 7,201 shares; 2026Q1: 7,201 shares; 2026Q2: 7,201 shares 7,201 $250K 0.02% 0 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: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $244K 0.02% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD 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: 2,195 shares; 2025Q4: 2,210 shares; 2026Q1: 2,218 shares; 2026Q2: 2,347 shares 2,347 $238K 0.02% +129 Timeline DFSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,461 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares; 2026Q2: 4,514 shares 4,514 $235K 0.02% +939 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: 4,741 shares; 2024Q4: 4,730 shares; 2025Q1: 4,268 shares; 2025Q2: 4,706 shares; 2025Q3: 4,406 shares; 2025Q4: 4,406 shares; 2026Q1: 4,542 shares; 2026Q2: 3,942 shares 3,942 $228K 0.02% -600 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: 168 shares; 2024Q4: 168 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 339 shares; 2025Q4: 326 shares; 2026Q1: 335 shares; 2026Q2: 313 shares 313 $226K 0.02% -22 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: 5,754 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 9,775 shares; 2025Q3: 9,775 shares; 2025Q4: 9,150 shares; 2026Q1: 9,100 shares; 2026Q2: 8,925 shares 8,925 $220K 0.02% -175 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,416 shares; 2024Q4: 28,583 shares; 2025Q1: 28,335 shares; 2025Q2: 27,325 shares; 2025Q3: 18,340 shares; 2025Q4: 14,115 shares; 2026Q1: 8,343 shares; 2026Q2: 2,677 shares 2,677 $215K 0.02% -5,666 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: 800 shares; 2025Q4: 850 shares; 2026Q1: 848 shares; 2026Q2: 848 shares 848 $205K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 925 shares; 2026Q2: 925 shares 925 $205K 0.02% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,495 shares; 2024Q4: 4,495 shares; 2025Q1: 4,495 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 4,360 shares; 2026Q1: 4,360 shares; 2026Q2: 4,360 shares 4,360 $196K 0.01% 0 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 619 shares 619 $195K 0.01% +119 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 584 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 453 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $193K 0.01% 0 Timeline DFGR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,590 shares; 2025Q4: 5,657 shares; 2026Q1: 6,320 shares; 2026Q2: 6,611 shares 6,611 $192K 0.01% +291 Timeline DFSI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,159 shares; 2025Q4: 4,181 shares; 2026Q1: 4,191 shares; 2026Q2: 4,241 shares 4,241 $191K 0.01% +50 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: 7,361 shares; 2024Q4: 7,361 shares; 2025Q1: 6,561 shares; 2025Q2: 5,086 shares; 2025Q3: 3,556 shares; 2025Q4: 3,556 shares; 2026Q1: 3,556 shares; 2026Q2: 3,496 shares 3,496 $188K 0.01% -60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,986 shares; 2025Q4: 4,991 shares; 2026Q1: 4,998 shares; 2026Q2: 5,524 shares 5,524 $187K 0.01% +526 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: 3,625 shares; 2024Q4: 4,374 shares; 2025Q1: 4,221 shares; 2025Q2: 2,993 shares; 2025Q3: 3,221 shares; 2025Q4: 1,226 shares; 2026Q1: 787 shares; 2026Q2: 771 shares 771 $187K 0.01% -16 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: 308 shares; 2024Q4: 239 shares; 2025Q1: 298 shares; 2025Q2: 323 shares; 2025Q3: 349 shares; 2025Q4: 483 shares; 2026Q1: 377 shares; 2026Q2: 372 shares 372 $185K 0.01% -5 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,377 shares; 2026Q2: 2,567 shares 2,567 $184K 0.01% +190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 1,102 shares; 2026Q2: 1,102 shares 1,102 $182K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,296 shares; 2024Q4: 1,183 shares; 2025Q1: 769 shares; 2025Q2: 677 shares; 2025Q3: 1,729 shares; 2025Q4: 562 shares; 2026Q1: 811 shares; 2026Q2: 312 shares 312 $181K 0.01% -499 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: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 737 shares; 2025Q4: 709 shares; 2026Q1: 552 shares; 2026Q2: 562 shares 562 $177K 0.01% +10 Timeline QYLD 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: 9,535 shares; 2024Q4: 9,535 shares; 2025Q1: 9,535 shares; 2025Q2: 9,535 shares; 2025Q3: 9,535 shares; 2025Q4: 9,535 shares; 2026Q1: 9,535 shares; 2026Q2: 9,535 shares 9,535 $176K 0.01% 0 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 24 shares; 2026Q1: 57 shares; 2026Q2: 178 shares 178 $175K 0.01% +121 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,676 shares; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,676 shares; 2026Q1: 2,676 shares; 2026Q2: 2,676 shares 2,676 $168K 0.01% 0 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: 1,017 shares; 2024Q4: 920 shares; 2025Q1: 2,515 shares; 2025Q2: 2,474 shares; 2025Q3: 2,945 shares; 2025Q4: 2,771 shares; 2026Q1: 2,862 shares; 2026Q2: 2,250 shares 2,250 $167K 0.01% -612 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: 3,469 shares; 2024Q4: 3,469 shares; 2025Q1: 3,469 shares; 2025Q2: 3,481 shares; 2025Q3: 3,481 shares; 2025Q4: 3,317 shares; 2026Q1: 3,060 shares; 2026Q2: 3,060 shares 3,060 $166K 0.01% 0 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,981 shares; 2025Q1: 11,894 shares; 2025Q2: 11,294 shares; 2025Q3: 9,384 shares; 2025Q4: 6,204 shares; 2026Q1: 6,219 shares; 2026Q2: 2,649 shares 2,649 $163K 0.01% -3,570 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,335 shares; 2026Q1: 2,361 shares; 2026Q2: 2,361 shares 2,361 $161K 0.01% 0 Timeline DFAX 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: 3,207 shares; 2024Q4: 3,207 shares; 2025Q1: 3,207 shares; 2025Q2: 3,207 shares; 2025Q3: 4,352 shares; 2025Q4: 4,360 shares; 2026Q1: 4,362 shares; 2026Q2: 4,374 shares 4,374 $161K 0.01% +12 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 370 shares; 2025Q2: 336 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 830 shares 830 $158K 0.01% +680 Timeline SPYX 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: 2,544 shares; 2024Q4: 2,544 shares; 2025Q1: 2,544 shares; 2025Q2: 2,544 shares; 2025Q3: 2,544 shares; 2025Q4: 2,544 shares; 2026Q1: 2,544 shares; 2026Q2: 2,544 shares 2,544 $155K 0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: 1,724 shares; 2025Q1: 1,760 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 993 shares; 2026Q1: 995 shares; 2026Q2: 1,044 shares 1,044 $153K 0.01% +49 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,412 shares; 2024Q4: 4,798 shares; 2025Q1: 4,056 shares; 2025Q2: 4,056 shares; 2025Q3: 4,045 shares; 2025Q4: 1,551 shares; 2026Q1: 1,539 shares; 2026Q2: 1,562 shares 1,562 $150K 0.01% +23 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: 2,760 shares; 2024Q4: 2,760 shares; 2025Q1: 3,247 shares; 2025Q2: 2,760 shares; 2025Q3: 2,760 shares; 2025Q4: 3,526 shares; 2026Q1: 2,931 shares; 2026Q2: 3,142 shares 3,142 $149K 0.01% +211 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: 329 shares; 2024Q4: 3,746 shares; 2025Q1: 3,418 shares; 2025Q2: 3,422 shares; 2025Q3: 3,930 shares; 2025Q4: 2,508 shares; 2026Q1: 2,545 shares; 2026Q2: 2,452 shares 2,452 $148K 0.01% -93 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: 1,500 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $144K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 734 shares; 2025Q4: 538 shares; 2026Q1: 63 shares; 2026Q2: 801 shares 801 $141K 0.01% +738 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,543 shares; 2024Q4: 1,235 shares; 2025Q1: 1,257 shares; 2025Q2: 1,269 shares; 2025Q3: 1,506 shares; 2025Q4: 1,368 shares; 2026Q1: 1,279 shares; 2026Q2: 1,234 shares 1,234 $141K 0.01% -45 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $141K 0.01% 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: 884 shares; 2024Q4: 899 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 878 shares; 2025Q4: 878 shares; 2026Q1: 886 shares; 2026Q2: 877 shares 877 $140K 0.01% -9 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 955 shares; 2025Q1: 964 shares; 2025Q2: 994 shares; 2025Q3: 1,026 shares; 2025Q4: 1,031 shares; 2026Q1: 941 shares; 2026Q2: 908 shares 908 $138K 0.01% -33 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: 3,087 shares; 2024Q4: 3,028 shares; 2025Q1: 3,111 shares; 2025Q2: 3,111 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares; 2026Q1: 3,163 shares; 2026Q2: 1,763 shares 1,763 $137K 0.01% -1,400 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 886 shares; 2024Q4: 886 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 888 shares; 2025Q4: 825 shares; 2026Q1: 815 shares; 2026Q2: 700 shares 700 $135K 0.01% -115 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: 343 shares; 2024Q4: 344 shares; 2025Q1: 345 shares; 2025Q2: 340 shares; 2025Q3: 403 shares; 2025Q4: 396 shares; 2026Q1: 398 shares; 2026Q2: 407 shares 407 $134K 0.01% +9 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: 571 shares; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 571 shares; 2025Q3: 1,667 shares; 2025Q4: 1,565 shares; 2026Q1: 1,585 shares; 2026Q2: 1,565 shares 1,565 $133K 0.01% -20 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,242 shares; 2024Q4: 3,242 shares; 2025Q1: 3,242 shares; 2025Q2: 3,242 shares; 2025Q3: 3,242 shares; 2025Q4: 3,242 shares; 2026Q1: 3,242 shares; 2026Q2: 3,274 shares 3,274 $131K 0.01% +32 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: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 938 shares; 2026Q1: 945 shares; 2026Q2: 961 shares 961 $126K 0.01% +16 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 350 shares; 2025Q4: 327 shares; 2026Q1: 292 shares; 2026Q2: 317 shares 317 $126K 0.01% +25 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $125K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 795 shares; 2026Q2: 795 shares 795 $124K 0.01% 0 Timeline DUSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,191 shares; 2025Q4: 2,219 shares; 2026Q1: 2,394 shares; 2026Q2: 2,416 shares 2,416 $123K 0.01% +22 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 55 shares; 2026Q2: 400 shares 400 $121K 0.01% +345 Timeline DFSE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,423 shares; 2025Q4: 2,440 shares; 2026Q1: 2,443 shares; 2026Q2: 2,457 shares 2,457 $120K 0.01% +14 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 589 shares; 2025Q4: 598 shares; 2026Q1: 662 shares; 2026Q2: 692 shares 692 $115K 0.01% +30 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: 699 shares; 2024Q4: 346 shares; 2025Q1: 346 shares; 2025Q2: 742 shares; 2025Q3: 739 shares; 2025Q4: 739 shares; 2026Q1: 737 shares; 2026Q2: 736 shares 736 $115K 0.01% -1 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,629 shares; 2024Q4: 4,963 shares; 2025Q1: 4,966 shares; 2025Q2: 4,904 shares; 2025Q3: 2,670 shares; 2025Q4: 2,030 shares; 2026Q1: 1,245 shares; 2026Q2: 655 shares 655 $115K 0.01% -590 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 479 shares; 2026Q1: not reported; 2026Q2: 1,461 shares 1,461 $115K 0.01% new Timeline VHT 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: 376 shares; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 376 shares; 2026Q2: 376 shares 376 $112K 0.01% 0 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,312 shares; 2025Q4: 1,312 shares; 2026Q1: 1,312 shares; 2026Q2: 1,312 shares 1,312 $112K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 971 shares; 2025Q4: 971 shares; 2026Q1: 971 shares; 2026Q2: 971 shares 971 $110K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,486 shares; 2024Q4: 1,486 shares; 2025Q1: 1,286 shares; 2025Q2: 1,286 shares; 2025Q3: 1,286 shares; 2025Q4: 1,286 shares; 2026Q1: 1,286 shares; 2026Q2: 797 shares 797 $109K 0.01% -489 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 308 shares; 2025Q4: 276 shares; 2026Q1: 276 shares; 2026Q2: 316 shares 316 $109K 0.01% +40 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386 shares; 2024Q4: 386 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 1,387 shares; 2025Q4: 1,396 shares; 2026Q1: 1,403 shares; 2026Q2: 1,410 shares 1,410 $108K 0.01% +7 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: 2,100 shares; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 2,900 shares 2,900 $107K 0.01% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: 1,131 shares; 2026Q1: 1,133 shares; 2026Q2: 2,809 shares 2,809 $105K 0.01% +1,676 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 599 shares; 2025Q2: 599 shares; 2025Q3: 380 shares; 2025Q4: 484 shares; 2026Q1: 501 shares; 2026Q2: 479 shares 479 $105K 0.01% -22 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 3,500 shares; 2025Q4: 2,800 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $105K 0.01% 0 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: 461 shares 461 $103K 0.01% new 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: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 1,238 shares; 2026Q1: 595 shares; 2026Q2: 404 shares 404 $103K 0.01% -191 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: 1,470 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares; 2026Q1: 1,486 shares; 2026Q2: 1,047 shares 1,047 $103K 0.01% -439 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: 461 shares 461 $102K 0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442 shares; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 1,043 shares; 2026Q1: 1,059 shares; 2026Q2: 949 shares 949 $98.7K 0.01% -110 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72 shares; 2024Q4: 345 shares; 2025Q1: 276 shares; 2025Q2: 277 shares; 2025Q3: 278 shares; 2025Q4: 384 shares; 2026Q1: 545 shares; 2026Q2: 621 shares 621 $97.4K 0.01% +76 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: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $96.9K 0.01% 0 Timeline STXE EA SERIES TRUST More: the full row for EA 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: not reported; 2025Q3: 2,513 shares; 2025Q4: 2,246 shares; 2026Q1: 2,254 shares; 2026Q2: 1,843 shares 1,843 $96.9K 0.01% -411 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,194 shares; 2024Q4: 1,945 shares; 2025Q1: 1,900 shares; 2025Q2: 1,821 shares; 2025Q3: 1,648 shares; 2025Q4: 1,765 shares; 2026Q1: 1,606 shares; 2026Q2: 1,511 shares 1,511 $95K 0.01% -95 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: 694 shares; 2024Q4: 694 shares; 2025Q1: 694 shares; 2025Q2: 694 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 694 shares; 2026Q2: 694 shares 694 $94.9K 0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,901 shares; 2025Q2: 2,901 shares; 2025Q3: 1,983 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares; 2026Q2: 1,006 shares 1,006 $92.2K 0.01% -331 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: 932 shares; 2024Q4: 844 shares; 2025Q1: 960 shares; 2025Q2: 885 shares; 2025Q3: 958 shares; 2025Q4: 1,165 shares; 2026Q1: 978 shares; 2026Q2: 585 shares 585 $91.6K 0.01% -393 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,865 shares; 2024Q4: 2,865 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 2,565 shares; 2026Q2: 2,365 shares 2,365 $91.6K 0.01% -200 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 64 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 482 shares 482 $90.3K 0.01% new 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: 903 shares; 2024Q4: 903 shares; 2025Q1: 919 shares; 2025Q2: 869 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: 929 shares; 2026Q2: 929 shares 929 $89.6K 0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 542 shares; 2025Q4: 542 shares; 2026Q1: 549 shares; 2026Q2: 549 shares 549 $89.5K 0.01% 0 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: 1,323 shares; 2026Q1: 1,411 shares; 2026Q2: 1,486 shares 1,486 $89.3K 0.01% +75 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: 669 shares; 2024Q4: 650 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 1,049 shares; 2025Q4: 959 shares; 2026Q1: 959 shares; 2026Q2: 705 shares 705 $89.1K 0.01% -254 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: 775 shares; 2024Q4: 823 shares; 2025Q1: 1,195 shares; 2025Q2: 931 shares; 2025Q3: 1,138 shares; 2025Q4: 970 shares; 2026Q1: 784 shares; 2026Q2: 797 shares 797 $88K 0.01% +13 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $87.9K 0.01% 0 Timeline ALLW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $87.8K 0.01% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $87.8K 0.01% 0 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 780 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 780 shares; 2026Q2: 780 shares 780 $87.4K 0.01% 0 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: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,175 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $86.7K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $85.3K 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 329 shares; 2026Q2: 323 shares 323 $84.4K 0.01% -6 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030 shares; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,049 shares; 2026Q2: 1,030 shares 1,030 $82.7K 0.01% -19 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: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 434 shares; 2026Q1: 434 shares; 2026Q2: 434 shares 434 $82.7K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $81.9K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,199 shares; 2024Q4: 1,171 shares; 2025Q1: 1,129 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,129 shares; 2026Q1: 1,141 shares; 2026Q2: 1,129 shares 1,129 $81.6K 0.01% -12 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: 489 shares; 2026Q1: 489 shares; 2026Q2: 498 shares 498 $81.3K 0.01% +9 Timeline DGCB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,332 shares; 2025Q4: 1,370 shares; 2026Q1: 1,387 shares; 2026Q2: 1,465 shares 1,465 $80.1K 0.01% +78 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $78.9K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 356 shares; 2025Q3: 381 shares; 2025Q4: 278 shares; 2026Q1: 246 shares; 2026Q2: 538 shares 538 $78.6K 0.01% +292 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: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares; 2026Q2: 1,625 shares 1,625 $78.3K 0.01% 0 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: 1,456 shares; 2024Q4: 1,456 shares; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 1,456 shares; 2026Q1: 1,456 shares; 2026Q2: 1,456 shares 1,456 $76.3K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 25 shares; 2025Q1: 54 shares; 2025Q2: 20 shares; 2025Q3: 15 shares; 2025Q4: 39 shares; 2026Q1: 110 shares; 2026Q2: 144 shares 144 $74.4K 0.01% +34 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,198 shares; 2024Q4: 80,240 shares; 2025Q1: 53,846 shares; 2025Q2: 10,379 shares; 2025Q3: 8,263 shares; 2025Q4: 8,130 shares; 2026Q1: 8,130 shares; 2026Q2: 3,598 shares 3,598 $74.4K 0.01% -4,532 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: not reported; 2024Q4: 1,582 shares; 2025Q1: 892 shares; 2025Q2: 892 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 892 shares; 2026Q2: 892 shares 892 $74.1K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36 shares; 2026Q2: 428 shares 428 $72.6K 0.01% +392 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: 446 shares; 2025Q1: 347 shares; 2025Q2: 347 shares; 2025Q3: 346 shares; 2025Q4: 346 shares; 2026Q1: 354 shares; 2026Q2: 364 shares 364 $70.8K 0.01% +10 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: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares; 2025Q3: 1,352 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 760 shares 760 $69.7K 0.01% +160 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares; 2026Q2: 963 shares 963 $69.2K 0.01% -41 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares; 2025Q4: 1,368 shares; 2026Q1: 1,368 shares; 2026Q2: 1,368 shares 1,368 $68.7K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 504 shares 504 $68.4K 0.01% new Timeline DFSV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,756 shares; 2026Q2: 1,756 shares 1,756 $68.1K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71 shares; 2026Q2: 568 shares 568 $67.9K 0.01% +497 Timeline PHO 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: 980 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 980 shares; 2026Q1: 980 shares; 2026Q2: 980 shares 980 $67.7K 0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 766 shares; 2026Q2: 766 shares 766 $67.3K <0.01% 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: 887 shares; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 970 shares; 2026Q1: 970 shares; 2026Q2: 824 shares 824 $66.9K <0.01% -146 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $66.9K <0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 930 shares; 2025Q1: 880 shares; 2025Q2: 880 shares; 2025Q3: 980 shares; 2025Q4: 659 shares; 2026Q1: 659 shares; 2026Q2: 659 shares 659 $66.4K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315 shares; 2024Q4: 200 shares; 2025Q1: 238 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 183 shares; 2026Q1: 239 shares; 2026Q2: 329 shares 329 $66.3K <0.01% +90 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 311 shares 311 $66.3K <0.01% new Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares; 2026Q1: 2,965 shares; 2026Q2: 2,965 shares 2,965 $65.3K <0.01% 0 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: 2,177 shares; 2024Q4: 2,177 shares; 2025Q1: 2,177 shares; 2025Q2: 2,177 shares; 2025Q3: 2,177 shares; 2025Q4: 2,177 shares; 2026Q1: 2,177 shares; 2026Q2: 1,207 shares 1,207 $65.2K <0.01% -970 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: 123 shares; 2024Q4: 47 shares; 2025Q1: 36 shares; 2025Q2: 600 shares; 2025Q3: 33 shares; 2025Q4: 37 shares; 2026Q1: 161 shares; 2026Q2: 189 shares 189 $63.3K <0.01% +28 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: 186 shares; 2024Q4: 324 shares; 2025Q1: 309 shares; 2025Q2: 301 shares; 2025Q3: 306 shares; 2025Q4: 282 shares; 2026Q1: 3,102 shares; 2026Q2: 1,187 shares 1,187 $63.1K <0.01% -1,915 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: 122 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 120 shares; 2025Q3: 137 shares; 2025Q4: not reported; 2026Q1: 8 shares; 2026Q2: 65 shares 65 $62.5K <0.01% +57 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: 2,789 shares; 2024Q4: 2,051 shares; 2025Q1: 2,037 shares; 2025Q2: 2,035 shares; 2025Q3: 2,084 shares; 2025Q4: 2,084 shares; 2026Q1: 1,583 shares; 2026Q2: 967 shares 967 $61.9K <0.01% -616 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462 shares; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 394 shares; 2026Q1: 394 shares; 2026Q2: 304 shares 304 $61.6K <0.01% -90 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: not reported; 2024Q4: 262 shares; 2025Q1: 462 shares; 2025Q2: 283 shares; 2025Q3: 257 shares; 2025Q4: 227 shares; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $60.8K <0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71 shares 71 $60.5K <0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 245 shares; 2025Q2: 245 shares; 2025Q3: 245 shares; 2025Q4: 245 shares; 2026Q1: 245 shares; 2026Q2: 245 shares 245 $60.3K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 827 shares; 2024Q4: 827 shares; 2025Q1: 752 shares; 2025Q2: 210 shares; 2025Q3: 150 shares; 2025Q4: 1,462 shares; 2026Q1: 1,508 shares; 2026Q2: 1,410 shares 1,410 $60.2K <0.01% -98 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 4,300 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $59.4K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753 shares; 2024Q4: 795 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 624 shares; 2025Q4: 684 shares; 2026Q1: 680 shares; 2026Q2: 775 shares 775 $58.9K <0.01% +95 Timeline TIP 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: 536 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 536 shares 536 $58.7K <0.01% 0 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: 1,094 shares; 2024Q4: 1,094 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,176 shares; 2026Q2: 1,176 shares 1,176 $58.6K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,129 shares; 2024Q4: 1,129 shares; 2025Q1: 1,129 shares; 2025Q2: 1,129 shares; 2025Q3: 1,129 shares; 2025Q4: 1,129 shares; 2026Q1: 1,129 shares; 2026Q2: 1,129 shares 1,129 $58.6K <0.01% 0 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: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 604 shares; 2026Q2: 414 shares 414 $57.9K <0.01% -190 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217 shares; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $57.7K <0.01% 0 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $57.1K <0.01% 0 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: 60 shares; 2024Q4: 55 shares; 2025Q1: 58 shares; 2025Q2: 60 shares; 2025Q3: 58 shares; 2025Q4: 114 shares; 2026Q1: 66 shares; 2026Q2: 74 shares 74 $55.8K <0.01% +8 Timeline ARTY 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: 425 shares; 2025Q4: 425 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $55.2K <0.01% 0 Timeline DFIP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,288 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares; 2026Q2: 1,332 shares 1,332 $55K <0.01% +25 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 670 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 670 shares; 2026Q2: 670 shares 670 $54.6K <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: 161 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 961 shares; 2025Q4: 961 shares; 2026Q1: 713 shares; 2026Q2: 713 shares 713 $53.8K <0.01% 0 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: 150 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 622 shares; 2026Q2: 622 shares 622 $53.2K <0.01% 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: 30 shares; 2024Q4: 408 shares; 2025Q1: 224 shares; 2025Q2: 224 shares; 2025Q3: 224 shares; 2025Q4: 448 shares; 2026Q1: 448 shares; 2026Q2: 448 shares 448 $52.5K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 609 shares; 2024Q4: 839 shares; 2025Q1: 770 shares; 2025Q2: 591 shares; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 584 shares; 2026Q2: 468 shares 468 $52.3K <0.01% -116 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: 524 shares; 2024Q4: 518 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 998 shares; 2025Q4: 1,081 shares; 2026Q1: 1,080 shares; 2026Q2: 1,079 shares 1,079 $51.7K <0.01% -1 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: 5 shares; 2026Q2: 23 shares 23 $51.3K <0.01% +18 Timeline ANGO ANGIODYNAMICS INC More: the full row for ANGIODYNAMICS 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: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 3,900 shares; 2026Q2: 3,900 shares 3,900 $50.7K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 73 shares; 2026Q2: 66 shares 66 $50.4K <0.01% -7 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 601 shares 601 $49K <0.01% new Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH 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: 1,980 shares; 2026Q2: 1,980 shares 1,980 $48.7K <0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 343 shares; 2026Q2: 343 shares 343 $48K <0.01% 0 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: 310 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 197 shares; 2026Q2: 316 shares 316 $47.9K <0.01% +119 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 932 shares; 2025Q4: 932 shares; 2026Q1: 932 shares; 2026Q2: 932 shares 932 $46.6K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $46.4K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14 shares; 2026Q2: 420 shares 420 $45.3K <0.01% +406 Timeline DOV DOVER CORP More: the full row for DOVER CORP 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: 400 shares; 2025Q4: 400 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $44.9K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,667 shares; 2025Q1: 1,667 shares; 2025Q2: 1,667 shares; 2025Q3: 1,659 shares; 2025Q4: 1,600 shares; 2026Q1: 1,615 shares; 2026Q2: 600 shares 600 $44.7K <0.01% -1,015 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: 526 shares; 2024Q4: 519 shares; 2025Q1: 519 shares; 2025Q2: 519 shares; 2025Q3: 513 shares; 2025Q4: 513 shares; 2026Q1: 508 shares; 2026Q2: 507 shares 507 $44.5K <0.01% -1 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: 105 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 94 shares; 2025Q4: 86 shares; 2026Q1: 88 shares; 2026Q2: 92 shares 92 $44K <0.01% +4 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: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 916 shares; 2026Q2: 916 shares 916 $44K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 232 shares; 2026Q2: 233 shares 233 $43.9K <0.01% +1 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 636 shares; 2025Q2: 736 shares; 2025Q3: 853 shares; 2025Q4: 853 shares; 2026Q1: 717 shares; 2026Q2: 559 shares 559 $43.7K <0.01% -158 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: 436 shares; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 447 shares; 2025Q3: 447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 275 shares 275 $43.5K <0.01% -172 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: 252 shares 252 $43.1K <0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 63 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 421 shares; 2026Q2: 468 shares 468 $43.1K <0.01% +47 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: 1,829 shares; 2025Q1: 1,921 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 2,014 shares; 2026Q1: 2,014 shares; 2026Q2: 2,014 shares 2,014 $42.9K <0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $42.8K <0.01% 0 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 175 shares 175 $42.8K <0.01% -75 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193 shares; 2024Q4: 164 shares; 2025Q1: 97 shares; 2025Q2: 268 shares; 2025Q3: 255 shares; 2025Q4: 491 shares; 2026Q1: 401 shares; 2026Q2: 163 shares 163 $42.5K <0.01% -238 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,852 shares; 2024Q4: 4,147 shares; 2025Q1: 4,147 shares; 2025Q2: 4,227 shares; 2025Q3: 4,155 shares; 2025Q4: 4,155 shares; 2026Q1: 4,155 shares; 2026Q2: 4,546 shares 4,546 $42.4K <0.01% +391 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: 387 shares; 2024Q4: 387 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 205 shares; 2026Q2: 447 shares 447 $41.2K <0.01% +242 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 383 shares; 2024Q4: 370 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 73 shares 73 $40.9K <0.01% new Timeline GATX GATX CORP More: the full row for GATX 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: 321 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $39.9K <0.01% 0 Timeline BMVP 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 777 shares 777 $39.8K <0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $39.7K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 55 shares; 2025Q3: 86 shares; 2025Q4: 102 shares; 2026Q1: 5 shares; 2026Q2: 70 shares 70 $39.3K <0.01% +65 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 74 shares; 2026Q2: 76 shares 76 $38.7K <0.01% +2 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 577 shares; 2025Q3: 496 shares; 2025Q4: 496 shares; 2026Q1: 356 shares; 2026Q2: 244 shares 244 $38.7K <0.01% -112 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 143 shares 143 $38.7K <0.01% +126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $38.6K <0.01% 0 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: 3,682 shares; 2024Q4: 3,200 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $38.3K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458 $37.8K <0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 214 shares; 2026Q2: 214 shares 214 $37.1K <0.01% 0 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: 404 shares; 2024Q4: 259 shares; 2025Q1: 247 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 372 shares; 2026Q1: 296 shares; 2026Q2: 308 shares 308 $36.4K <0.01% +12 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,279 shares; 2024Q4: 17,409 shares; 2025Q1: 17,013 shares; 2025Q2: 24,810 shares; 2025Q3: 25,600 shares; 2025Q4: 25,796 shares; 2026Q1: 5,408 shares; 2026Q2: 820 shares 820 $36.4K <0.01% -4,588 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301 shares; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 202 shares; 2025Q3: 204 shares; 2025Q4: 205 shares; 2026Q1: 206 shares; 2026Q2: 208 shares 208 $36.2K <0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: 206 shares; 2025Q3: 236 shares; 2025Q4: 155 shares; 2026Q1: 107 shares; 2026Q2: 84 shares 84 $36.2K <0.01% -23 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 464 shares 464 $35.2K <0.01% new 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: 934 shares; 2025Q1: 901 shares; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 901 shares; 2026Q1: 901 shares; 2026Q2: 901 shares 901 $34.7K <0.01% 0 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: 635 shares; 2024Q4: 687 shares; 2025Q1: 668 shares; 2025Q2: 682 shares; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 608 shares; 2026Q2: 605 shares 605 $33.6K <0.01% -3 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 106 shares; 2026Q2: 104 shares 104 $33K <0.01% -2 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 77 shares 77 $33K <0.01% 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: 65 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares; 2026Q2: 163 shares 163 $32.7K <0.01% +20 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: 153 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 140 shares; 2025Q4: 146 shares; 2026Q1: 146 shares; 2026Q2: 146 shares 146 $31.6K <0.01% 0 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: 795 shares; 2024Q4: 795 shares; 2025Q1: 795 shares; 2025Q2: 795 shares; 2025Q3: 795 shares; 2025Q4: 795 shares; 2026Q1: 795 shares; 2026Q2: 795 shares 795 $31.4K <0.01% 0 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: 191 shares; 2024Q4: 234 shares; 2025Q1: 265 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 299 shares; 2026Q1: 145 shares; 2026Q2: 862 shares 862 $31.3K <0.01% +717 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $31.2K <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,350 shares; 2025Q1: 2,340 shares; 2025Q2: 1,950 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 250 shares 250 $30.8K <0.01% -1,000 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: 85 shares; 2024Q4: 100 shares; 2025Q1: 125 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 50 shares; 2026Q2: 67 shares 67 $29.9K <0.01% +17 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 246 shares; 2025Q1: 204 shares; 2025Q2: 137 shares; 2025Q3: 85 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 119 shares 119 $29.7K <0.01% +64 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170 shares; 2024Q4: 233 shares; 2025Q1: 231 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 177 shares; 2026Q2: 228 shares 228 $29.7K <0.01% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 162 shares 162 $28.9K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC 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: 246 shares 246 $28.8K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76 shares 76 $27.7K <0.01% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 141 shares; 2025Q1: 174 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 278 shares; 2026Q1: 120 shares; 2026Q2: 197 shares 197 $26.9K <0.01% +77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 424 shares 424 $26.7K <0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 378 shares; 2025Q4: 374 shares; 2026Q1: 79 shares; 2026Q2: 143 shares 143 $26.4K <0.01% +64 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101 shares; 2024Q4: 101 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 95 shares; 2026Q2: 90 shares 90 $26.2K <0.01% -5 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 289 shares; 2025Q4: 289 shares; 2026Q1: 289 shares; 2026Q2: 289 shares 289 $26.2K <0.01% 0 Timeline VIOG 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: 168 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 171 shares; 2026Q2: 171 shares 171 $26.2K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 506 shares; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 506 shares 506 $26.2K <0.01% 0 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: 180 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 191 shares 191 $26.1K <0.01% +11 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: 5,197 shares; 2024Q4: 5,002 shares; 2025Q1: 1,212 shares; 2025Q2: 1,253 shares; 2025Q3: 1,222 shares; 2025Q4: 905 shares; 2026Q1: 1,236 shares; 2026Q2: 1,004 shares 1,004 $24.6K <0.01% -232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 402 shares; 2026Q2: 402 shares 402 $24.4K <0.01% 0 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: 446 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46 shares; 2025Q4: 69 shares; 2026Q1: 82 shares; 2026Q2: 87 shares 87 $24K <0.01% +5 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 952 shares; 2025Q3: 952 shares; 2025Q4: 850 shares; 2026Q1: 880 shares; 2026Q2: 850 shares 850 $23.3K <0.01% -30 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: 280 shares; 2024Q4: 231 shares; 2025Q1: 273 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 140 shares; 2026Q1: 206 shares; 2026Q2: 78 shares 78 $23.2K <0.01% -128 Timeline VGLT 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: 414 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 414 shares; 2025Q3: 414 shares; 2025Q4: 414 shares; 2026Q1: 414 shares; 2026Q2: 414 shares 414 $22.8K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 87 shares; 2026Q1: 119 shares; 2026Q2: 163 shares 163 $22.4K <0.01% +44 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965 shares; 2024Q4: 965 shares; 2025Q1: 965 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 965 shares; 2026Q1: 965 shares; 2026Q2: 965 shares 965 $22K <0.01% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 526 shares; 2025Q4: 529 shares; 2026Q1: 530 shares; 2026Q2: 533 shares 533 $21.6K <0.01% +3 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: not reported; 2025Q3: 156 shares; 2025Q4: 229 shares; 2026Q1: 229 shares; 2026Q2: 229 shares 229 $21.6K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 984 shares; 2026Q2: 950 shares 950 $21.2K <0.01% -34 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: 659 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 220 shares 220 $21K <0.01% +20 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: 679 shares; 2024Q4: 578 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 268 shares; 2026Q2: 250 shares 250 $20.9K <0.01% -18 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: 381 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 25 shares; 2026Q1: 37 shares; 2026Q2: 40 shares 40 $20.8K <0.01% +3 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 90 shares; 2026Q2: 90 shares 90 $20.7K <0.01% 0 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: 87 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 73 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 93 shares; 2026Q2: 62 shares 62 $20.6K <0.01% -31 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $20.5K <0.01% 0 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: 74 shares; 2024Q4: 62 shares; 2025Q1: 68 shares; 2025Q2: 72 shares; 2025Q3: 335 shares; 2025Q4: 342 shares; 2026Q1: 362 shares; 2026Q2: 362 shares 362 $20.4K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $20.1K <0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177 shares; 2025Q3: 246 shares; 2025Q4: 119 shares; 2026Q1: 169 shares; 2026Q2: 250 shares 250 $19.8K <0.01% +81 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 77 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 77 shares 77 $19.4K <0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 206 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $19.1K <0.01% 0 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: 670 shares; 2024Q4: 704 shares; 2025Q1: 404 shares; 2025Q2: 460 shares; 2025Q3: 412 shares; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 130 shares 130 $19K <0.01% -120 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 203 shares; 2025Q2: 203 shares; 2025Q3: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares; 2026Q2: 146 shares 146 $18.9K <0.01% -57 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 90 shares; 2026Q1: 118 shares; 2026Q2: 155 shares 155 $18.6K <0.01% +37 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 94 shares; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 118 shares; 2026Q2: 116 shares 116 $18K <0.01% -2 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $17.9K <0.01% 0 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: 440 shares; 2024Q4: 440 shares; 2025Q1: 393 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 157 shares; 2026Q2: 170 shares 170 $17.6K <0.01% +13 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY 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: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $17.4K <0.01% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS 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 $17.4K <0.01% new 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 134 shares; 2026Q2: 125 shares 125 $17.4K <0.01% -9 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: 570 shares; 2024Q4: 381 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 268 shares; 2026Q2: 24 shares 24 $17.1K <0.01% -244 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 184 shares 184 $17K <0.01% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 59 shares; 2025Q1: 75 shares; 2025Q2: 77 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $17K <0.01% 0 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: 991 shares; 2024Q4: 879 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 954 shares; 2026Q2: 622 shares 622 $16.6K <0.01% -332 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 30 shares; 2025Q3: 32 shares; 2025Q4: 44 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $16.6K <0.01% 0 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: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 59 shares; 2026Q1: 59 shares; 2026Q2: 59 shares 59 $16.3K <0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 835 shares; 2024Q4: 835 shares; 2025Q1: 835 shares; 2025Q2: 835 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 260 shares; 2026Q2: 148 shares 148 $16.2K <0.01% -112 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: 381 shares; 2024Q4: 427 shares; 2025Q1: 432 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 146 shares; 2026Q1: 192 shares; 2026Q2: 192 shares 192 $16.2K <0.01% 0 Timeline SPXE PROSHARES TR More: the full row for PROSHARES 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: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $16.1K <0.01% new 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: 233 shares; 2024Q4: 233 shares; 2025Q1: 233 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 233 shares; 2026Q1: 233 shares; 2026Q2: 260 shares 260 $16.1K <0.01% +27 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 88 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 86 shares; 2025Q4: 92 shares; 2026Q1: 86 shares; 2026Q2: 52 shares 52 $16K <0.01% -34 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares; 2026Q2: 970 shares 970 $15.8K <0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 165 shares 165 $15.7K <0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432 shares; 2024Q4: 327 shares; 2025Q1: 364 shares; 2025Q2: 342 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 128 shares; 2026Q2: 127 shares 127 $15.5K <0.01% -1 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 17 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $15.4K <0.01% 0 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS 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: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $15.3K <0.01% new Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 152 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $15.2K <0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232 shares; 2024Q4: 232 shares; 2025Q1: 190 shares; 2025Q2: 170 shares; 2025Q3: 165 shares; 2025Q4: 121 shares; 2026Q1: 74 shares; 2026Q2: 90 shares 90 $15.2K <0.01% +16 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 227 shares; 2026Q2: 227 shares 227 $15.1K <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: 382 shares; 2024Q4: 382 shares; 2025Q1: 393 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 456 shares; 2026Q1: 403 shares; 2026Q2: 122 shares 122 $15K <0.01% -281 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: 222 shares; 2025Q1: 238 shares; 2025Q2: 249 shares; 2025Q3: 663 shares; 2025Q4: 791 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $14.8K <0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 350 shares; 2026Q1: 275 shares; 2026Q2: 275 shares 275 $14.7K <0.01% 0 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: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 123 shares; 2025Q4: 154 shares; 2026Q1: 154 shares; 2026Q2: 154 shares 154 $14.6K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129 shares; 2025Q4: 283 shares; 2026Q1: 125 shares; 2026Q2: 127 shares 127 $14.6K <0.01% +2 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 588 shares 588 $14.6K <0.01% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141 shares 141 $14.3K <0.01% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 21 shares; 2026Q2: 18 shares 18 $14.3K <0.01% -3 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: 108 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 188 shares; 2026Q2: 60 shares 60 $14.1K <0.01% -128 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 22 shares; 2026Q1: 21 shares; 2026Q2: 21 shares 21 $14K <0.01% 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: 785 shares; 2024Q4: 323 shares; 2025Q1: 312 shares; 2025Q2: 74 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 65 shares; 2026Q2: 68 shares 68 $13.9K <0.01% +3 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140 shares 140 $13.9K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $13.9K <0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56 shares; 2024Q4: 45 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 46 shares; 2026Q2: 46 shares 46 $13.8K <0.01% 0 Timeline