VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 71,550 shares; 2025Q1: 95,327 shares; 2025Q2: 105,736 shares; 2025Q3: 107,636 shares; 2025Q4: 109,074 shares; 2026Q1: 110,668 shares; 2026Q2: 111,760 shares; 2026Q3: 413,746 shares 413,746 $79.7M 13.58% +301,986 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 830,743 shares; 2025Q1: 846,561 shares; 2025Q2: 857,595 shares; 2025Q3: 852,607 shares; 2025Q4: 847,139 shares; 2026Q1: 841,112 shares; 2026Q2: 852,655 shares; 2026Q3: 844,601 shares 844,601 $60.8M 10.36% -8,054 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 39,830 shares; 2025Q1: 152,756 shares; 2025Q2: 162,798 shares; 2025Q3: 170,850 shares; 2025Q4: 175,966 shares; 2026Q1: 185,200 shares; 2026Q2: 193,155 shares; 2026Q3: 194,407 shares 194,407 $45.4M 7.73% +1,252 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 455,093 shares; 2025Q1: 404,228 shares; 2025Q2: 388,158 shares; 2025Q3: 402,837 shares; 2025Q4: 405,298 shares; 2026Q1: 410,546 shares; 2026Q2: 401,179 shares; 2026Q3: 407,155 shares 407,155 $38.3M 6.53% +5,976 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,127,700 shares; 2025Q1: 1,153,169 shares; 2025Q2: 1,157,668 shares; 2025Q3: 1,201,092 shares; 2025Q4: 1,241,991 shares; 2026Q1: 1,332,587 shares; 2026Q2: 1,407,121 shares; 2026Q3: 1,379,099 shares 1,379,099 $32M 5.46% -28,022 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 282,721 shares; 2025Q1: 261,285 shares; 2025Q2: 239,927 shares; 2025Q3: 254,541 shares; 2025Q4: 260,965 shares; 2026Q1: 265,476 shares; 2026Q2: 270,561 shares; 2026Q3: 288,819 shares 288,819 $28M 4.77% +18,258 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225,981 shares; 2025Q1: 213,576 shares; 2025Q2: 203,391 shares; 2025Q3: 196,339 shares; 2025Q4: 193,807 shares; 2026Q1: 188,708 shares; 2026Q2: 184,651 shares; 2026Q3: 172,054 shares 172,054 $23.4M 3.99% -12,597 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,975 shares; 2026Q3: 208,626 shares 208,626 $19.7M 3.36% +161,651 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,153 shares; 2025Q1: 22,973 shares; 2025Q2: 25,080 shares; 2025Q3: 23,880 shares; 2025Q4: 23,490 shares; 2026Q1: 23,382 shares; 2026Q2: 23,098 shares; 2026Q3: 23,004 shares 23,004 $17.5M 2.99% -94 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 232,221 shares; 2025Q1: 228,363 shares; 2025Q2: 262,159 shares; 2025Q3: 261,073 shares; 2025Q4: 262,807 shares; 2026Q1: 254,079 shares; 2026Q2: 255,132 shares; 2026Q3: 251,000 shares 251,000 $17.4M 2.96% -4,132 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 148,527 shares; 2025Q1: 156,046 shares; 2025Q2: 156,298 shares; 2025Q3: 149,773 shares; 2025Q4: 147,347 shares; 2026Q1: 109,854 shares; 2026Q2: 131,783 shares; 2026Q3: 127,145 shares 127,145 $10.9M 1.87% -4,638 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,021 shares; 2025Q1: 19,021 shares; 2025Q2: 18,896 shares; 2025Q3: 18,871 shares; 2025Q4: 17,936 shares; 2026Q1: 17,861 shares; 2026Q2: 17,766 shares; 2026Q3: 18,399 shares 18,399 $7.94M 1.35% +633 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,002 shares; 2025Q1: 19,672 shares; 2025Q2: 19,496 shares; 2025Q3: 19,557 shares; 2025Q4: 19,781 shares; 2026Q1: 19,824 shares; 2026Q2: 20,314 shares; 2026Q3: 20,291 shares 20,291 $7.59M 1.29% -23 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 201,044 shares; 2025Q1: 189,176 shares; 2025Q2: 177,517 shares; 2025Q3: 173,908 shares; 2025Q4: 170,759 shares; 2026Q1: 160,633 shares; 2026Q2: 148,122 shares; 2026Q3: 149,023 shares 149,023 $7.41M 1.26% +901 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; 2024Q4: 118,598 shares; 2025Q1: 122,387 shares; 2025Q2: 120,198 shares; 2025Q3: 139,210 shares; 2025Q4: 166,871 shares; 2026Q1: 163,353 shares; 2026Q2: 169,640 shares; 2026Q3: 140,975 shares 140,975 $7.1M 1.21% -28,665 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,997 shares; 2025Q1: 23,680 shares; 2025Q2: 21,279 shares; 2025Q3: 21,014 shares; 2025Q4: 21,066 shares; 2026Q1: 20,466 shares; 2026Q2: 20,012 shares; 2026Q3: 19,936 shares 19,936 $6.64M 1.13% -76 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 258,603 shares; 2025Q1: 259,621 shares; 2025Q2: 265,757 shares; 2025Q3: 286,817 shares; 2025Q4: 292,462 shares; 2026Q1: 305,140 shares; 2026Q2: 271,846 shares; 2026Q3: 72,461 shares 72,461 $6.47M 1.1% -199,385 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,730 shares; 2025Q1: 8,823 shares; 2025Q2: 10,580 shares; 2025Q3: 10,890 shares; 2025Q4: 11,305 shares; 2026Q1: 11,104 shares; 2026Q2: 11,344 shares; 2026Q3: 11,663 shares 11,663 $5.98M 1.02% +319 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,758 shares; 2025Q1: 5,960 shares; 2025Q2: 7,311 shares; 2025Q3: 7,243 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares; 2026Q2: 6,865 shares; 2026Q3: 6,741 shares 6,741 $5.16M 0.88% -124 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; 2024Q4: 95,361 shares; 2025Q1: 97,106 shares; 2025Q2: 97,191 shares; 2025Q3: 97,291 shares; 2025Q4: 84,189 shares; 2026Q1: 81,809 shares; 2026Q2: 81,510 shares; 2026Q3: 84,140 shares 84,140 $4.14M 0.71% +2,630 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,567 shares; 2026Q2: 76,747 shares; 2026Q3: 111,009 shares 111,009 $4.02M 0.69% +34,262 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,200 shares; 2025Q1: 11,306 shares; 2025Q2: 11,250 shares; 2025Q3: 10,957 shares; 2025Q4: 10,997 shares; 2026Q1: 10,954 shares; 2026Q2: 11,218 shares; 2026Q3: 11,322 shares 11,322 $3.75M 0.64% +104 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,320 shares; 2025Q1: 71,386 shares; 2025Q2: 77,386 shares; 2025Q3: 77,386 shares; 2025Q4: 76,930 shares; 2026Q1: 76,930 shares; 2026Q2: 76,935 shares; 2026Q3: 76,930 shares 76,930 $3.58M 0.61% -5 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,994 shares; 2025Q1: 13,501 shares; 2025Q2: 12,599 shares; 2025Q3: 11,558 shares; 2025Q4: 11,474 shares; 2026Q1: 9,931 shares; 2026Q2: 10,071 shares; 2026Q3: 10,141 shares 10,141 $3.56M 0.61% +70 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 725 shares; 2025Q1: 7,636 shares; 2025Q2: 10,736 shares; 2025Q3: 10,721 shares; 2025Q4: 10,746 shares; 2026Q1: 10,746 shares; 2026Q2: 10,751 shares; 2026Q3: 10,851 shares 10,851 $3.35M 0.57% +100 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,115 shares; 2025Q1: 13,328 shares; 2025Q2: 13,261 shares; 2025Q3: 12,938 shares; 2025Q4: 12,787 shares; 2026Q1: 10,346 shares; 2026Q2: 10,224 shares; 2026Q3: 11,425 shares 11,425 $3.25M 0.55% +1,201 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,146 shares; 2025Q1: 9,891 shares; 2025Q2: 9,572 shares; 2025Q3: 9,205 shares; 2025Q4: 9,509 shares; 2026Q1: 9,394 shares; 2026Q2: 9,514 shares; 2026Q3: 9,254 shares 9,254 $3.15M 0.54% -260 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,007 shares; 2025Q1: 11,989 shares; 2025Q2: 11,646 shares; 2025Q3: 10,178 shares; 2025Q4: 12,183 shares; 2026Q1: 12,059 shares; 2026Q2: 13,537 shares; 2026Q3: 13,633 shares 13,633 $3.11M 0.53% +96 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,560 shares; 2025Q1: 4,560 shares; 2025Q2: 4,560 shares; 2025Q3: 4,560 shares; 2025Q4: 4,562 shares; 2026Q1: 4,562 shares; 2026Q2: 4,671 shares; 2026Q3: 4,599 shares 4,599 $3.02M 0.51% -72 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 105,543 shares; 2025Q1: 106,383 shares; 2025Q2: 126,108 shares; 2025Q3: 123,028 shares; 2025Q4: 121,263 shares; 2026Q1: 98,628 shares; 2026Q2: 97,156 shares; 2026Q3: 97,712 shares 97,712 $2.86M 0.49% +556 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; 2024Q4: 111,289 shares; 2025Q1: 107,511 shares; 2025Q2: 90,906 shares; 2025Q3: 94,577 shares; 2025Q4: 94,577 shares; 2026Q1: 93,916 shares; 2026Q2: 92,045 shares; 2026Q3: 98,127 shares 98,127 $2.7M 0.46% +6,082 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,212 shares; 2025Q1: 27,419 shares; 2025Q2: 31,466 shares; 2025Q3: 31,368 shares; 2025Q4: 33,747 shares; 2026Q1: 33,747 shares; 2026Q2: 33,477 shares; 2026Q3: 32,407 shares 32,407 $2.69M 0.46% -1,070 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,601 shares; 2025Q1: 2,656 shares; 2025Q2: 2,739 shares; 2025Q3: 2,721 shares; 2025Q4: 2,728 shares; 2026Q1: 2,496 shares; 2026Q2: 2,426 shares; 2026Q3: 2,269 shares 2,269 $2.63M 0.45% -157 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,135 shares; 2025Q1: 8,312 shares; 2025Q2: 9,730 shares; 2025Q3: 10,129 shares; 2025Q4: 10,341 shares; 2026Q1: 10,179 shares; 2026Q2: 9,783 shares; 2026Q3: 9,358 shares 9,358 $2.48M 0.42% -425 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,972 shares; 2025Q1: 9,124 shares; 2025Q2: 9,124 shares; 2025Q3: 9,054 shares; 2025Q4: 9,395 shares; 2026Q1: 9,416 shares; 2026Q2: 9,727 shares; 2026Q3: 9,841 shares 9,841 $2.45M 0.42% +114 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,252 shares; 2025Q1: 30,024 shares; 2025Q2: 30,024 shares; 2025Q3: 30,024 shares; 2025Q4: 31,099 shares; 2026Q1: 31,099 shares; 2026Q2: 31,099 shares; 2026Q3: 32,381 shares 32,381 $2.45M 0.42% +1,282 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,591 shares; 2025Q1: 6,498 shares; 2025Q2: 6,674 shares; 2025Q3: 6,553 shares; 2025Q4: 6,827 shares; 2026Q1: 6,774 shares; 2026Q2: 6,814 shares; 2026Q3: 6,913 shares 6,913 $2.38M 0.41% +99 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; 2024Q4: 89,538 shares; 2025Q1: 74,795 shares; 2025Q2: 58,598 shares; 2025Q3: 58,517 shares; 2025Q4: 58,581 shares; 2026Q1: 60,022 shares; 2026Q2: 59,329 shares; 2026Q3: 58,479 shares 58,479 $2.13M 0.36% -850 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,062 shares; 2025Q1: 11,414 shares; 2025Q2: 9,943 shares; 2025Q3: 9,711 shares; 2025Q4: 9,559 shares; 2026Q1: 9,422 shares; 2026Q2: 10,138 shares; 2026Q3: 10,434 shares 10,434 $2.13M 0.36% +296 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,035 shares; 2025Q1: 9,145 shares; 2025Q2: 9,217 shares; 2025Q3: 9,165 shares; 2025Q4: 9,033 shares; 2026Q1: 8,180 shares; 2026Q2: 8,090 shares; 2026Q3: 7,964 shares 7,964 $2.08M 0.36% -126 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,202 shares; 2025Q1: 14,875 shares; 2025Q2: 14,583 shares; 2025Q3: 15,397 shares; 2025Q4: 15,746 shares; 2026Q1: 16,437 shares; 2026Q2: 17,865 shares; 2026Q3: 18,502 shares 18,502 $1.99M 0.34% +637 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,130 shares; 2025Q1: 8,540 shares; 2025Q2: 8,990 shares; 2025Q3: 11,351 shares; 2025Q4: 12,907 shares; 2026Q1: 12,948 shares; 2026Q2: 14,404 shares; 2026Q3: 13,945 shares 13,945 $1.98M 0.34% -459 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,068 shares; 2025Q1: 12,563 shares; 2025Q2: 14,308 shares; 2025Q3: 29,738 shares; 2025Q4: 16,177 shares; 2026Q1: 14,151 shares; 2026Q2: 14,486 shares; 2026Q3: 23,363 shares 23,363 $1.9M 0.32% +8,877 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,262 shares; 2025Q1: 15,262 shares; 2025Q2: 15,262 shares; 2025Q3: 15,212 shares; 2025Q4: 14,604 shares; 2026Q1: 14,604 shares; 2026Q2: 16,263 shares; 2026Q3: 16,263 shares 16,263 $1.74M 0.3% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,564 shares; 2025Q1: 1,576 shares; 2025Q2: 2,069 shares; 2025Q3: 2,921 shares; 2025Q4: 2,956 shares; 2026Q1: 3,218 shares; 2026Q2: 3,953 shares; 2026Q3: 4,619 shares 4,619 $1.7M 0.29% +666 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,801 shares; 2026Q3: 9,573 shares 9,573 $1.56M 0.27% -228 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,530 shares; 2025Q1: 14,026 shares; 2025Q2: 15,764 shares; 2025Q3: 15,627 shares; 2025Q4: 15,497 shares; 2026Q1: 13,773 shares; 2026Q2: 13,666 shares; 2026Q3: 10,673 shares 10,673 $1.55M 0.26% -2,993 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,003 shares; 2025Q4: 1,516 shares; 2026Q1: 2,486 shares; 2026Q2: 2,750 shares; 2026Q3: 3,385 shares 3,385 $1.54M 0.26% +635 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,026 shares; 2025Q1: 19,356 shares; 2025Q2: 19,606 shares; 2025Q3: 19,756 shares; 2025Q4: 19,756 shares; 2026Q1: 19,756 shares; 2026Q2: 30,000 shares; 2026Q3: 28,533 shares 28,533 $1.54M 0.26% -1,467 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,033 shares; 2025Q1: 49,768 shares; 2025Q2: 49,528 shares; 2025Q3: 49,138 shares; 2025Q4: 48,289 shares; 2026Q1: 46,649 shares; 2026Q2: 42,824 shares; 2026Q3: 41,889 shares 41,889 $1.37M 0.23% -935 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,135 shares; 2025Q1: 22,635 shares; 2025Q2: 22,635 shares; 2025Q3: 22,635 shares; 2025Q4: 22,635 shares; 2026Q1: 20,135 shares; 2026Q2: 17,635 shares; 2026Q3: 17,635 shares 17,635 $1.27M 0.22% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,586 shares; 2025Q1: 5,268 shares; 2025Q2: 4,276 shares; 2025Q3: 4,151 shares; 2025Q4: 4,165 shares; 2026Q1: 3,962 shares; 2026Q2: 5,573 shares; 2026Q3: 5,668 shares 5,668 $1.26M 0.21% +95 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,928 shares; 2025Q1: 20,839 shares; 2025Q2: 20,319 shares; 2025Q3: 20,796 shares; 2025Q4: 20,489 shares; 2026Q1: 17,879 shares; 2026Q2: 18,068 shares; 2026Q3: 18,455 shares 18,455 $1.25M 0.21% +387 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,476 shares; 2025Q3: 1,276 shares; 2025Q4: 1,310 shares; 2026Q1: 1,481 shares; 2026Q2: 2,232 shares; 2026Q3: 2,300 shares 2,300 $1.19M 0.2% +68 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,129 shares; 2025Q1: 20,129 shares; 2025Q2: 20,129 shares; 2025Q3: 22,556 shares; 2025Q4: 22,328 shares; 2026Q1: 22,328 shares; 2026Q2: 22,099 shares; 2026Q3: 21,488 shares 21,488 $1.17M 0.2% -611 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,276 shares; 2025Q1: 1,239 shares; 2025Q2: 1,246 shares; 2025Q3: 1,256 shares; 2025Q4: 1,295 shares; 2026Q1: 1,266 shares; 2026Q2: 1,232 shares; 2026Q3: 1,257 shares 1,257 $1.14M 0.2% +25 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,815 shares; 2025Q1: 15,957 shares; 2025Q2: 16,112 shares; 2025Q3: 15,358 shares; 2025Q4: 15,594 shares; 2026Q1: 15,113 shares; 2026Q2: 15,410 shares; 2026Q3: 14,966 shares 14,966 $1.13M 0.19% -444 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares; 2026Q2: 2,840 shares; 2026Q3: 2,720 shares 2,720 $1.13M 0.19% -120 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,663 shares; 2025Q1: 1,663 shares; 2025Q2: 4,849 shares; 2025Q3: 4,836 shares; 2025Q4: 4,859 shares; 2026Q1: 4,859 shares; 2026Q2: 4,859 shares; 2026Q3: 4,834 shares 4,834 $1.13M 0.19% -25 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,218 shares; 2025Q1: 4,226 shares; 2025Q2: 4,112 shares; 2025Q3: 4,112 shares; 2025Q4: 4,202 shares; 2026Q1: 4,213 shares; 2026Q2: 3,667 shares; 2026Q3: 3,159 shares 3,159 $1.13M 0.19% -508 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,072 shares; 2025Q1: 2,254 shares; 2025Q2: 2,274 shares; 2025Q3: 2,240 shares; 2025Q4: 2,384 shares; 2026Q1: 2,384 shares; 2026Q2: 8,955 shares; 2026Q3: 8,834 shares 8,834 $1.11M 0.19% -121 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,339 shares; 2025Q1: 2,839 shares; 2025Q2: 3,222 shares; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares; 2026Q1: 2,979 shares; 2026Q2: 10,469 shares; 2026Q3: 10,469 shares 10,469 $1.09M 0.19% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 376 shares; 2025Q1: 821 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 941 shares; 2026Q1: 941 shares; 2026Q2: 894 shares; 2026Q3: 996 shares 996 $1.06M 0.18% +102 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,467 shares; 2025Q1: 1,467 shares; 2025Q2: 1,467 shares; 2025Q3: 1,417 shares; 2025Q4: 1,471 shares; 2026Q1: 1,396 shares; 2026Q2: 1,338 shares; 2026Q3: 1,302 shares 1,302 $1.06M 0.18% -36 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,011 shares; 2025Q1: 3,000 shares; 2025Q2: 3,001 shares; 2025Q3: 2,897 shares; 2025Q4: 3,041 shares; 2026Q1: 3,005 shares; 2026Q2: 2,969 shares; 2026Q3: 2,918 shares 2,918 $1.05M 0.18% -51 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,224 shares; 2025Q1: 1,181 shares; 2025Q2: 1,196 shares; 2025Q3: 1,172 shares; 2025Q4: 1,294 shares; 2026Q1: 1,292 shares; 2026Q2: 1,314 shares; 2026Q3: 1,346 shares 1,346 $976K 0.17% +32 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,881 shares; 2025Q1: 21,082 shares; 2025Q2: 17,866 shares; 2025Q3: 8,955 shares; 2025Q4: 7,722 shares; 2026Q1: 7,577 shares; 2026Q2: 6,717 shares; 2026Q3: 6,358 shares 6,358 $924K 0.16% -359 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,550 shares; 2025Q1: 14,550 shares; 2025Q2: 29,147 shares; 2025Q3: 28,852 shares; 2025Q4: 28,894 shares; 2026Q1: 27,917 shares; 2026Q2: 27,546 shares; 2026Q3: 26,882 shares 26,882 $915K 0.16% -664 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,430 shares; 2025Q3: 16,770 shares; 2025Q4: 13,390 shares; 2026Q1: 12,095 shares; 2026Q2: 11,554 shares; 2026Q3: 12,136 shares 12,136 $899K 0.15% +582 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,954 shares; 2025Q1: 5,880 shares; 2025Q2: 5,550 shares; 2025Q3: 4,955 shares; 2025Q4: 4,750 shares; 2026Q1: 3,627 shares; 2026Q2: 3,186 shares; 2026Q3: 3,164 shares 3,164 $886K 0.15% -22 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: 1,925 shares; 2025Q4: 3,535 shares; 2026Q1: 3,535 shares; 2026Q2: 8,223 shares; 2026Q3: 8,223 shares 8,223 $860K 0.15% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,908 shares; 2025Q3: not reported; 2025Q4: 15,014 shares; 2026Q1: 15,016 shares; 2026Q2: 14,905 shares; 2026Q3: 14,905 shares 14,905 $858K 0.15% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,468 shares; 2025Q1: 2,883 shares; 2025Q2: 2,665 shares; 2025Q3: 2,469 shares; 2025Q4: 2,399 shares; 2026Q1: 2,131 shares; 2026Q2: 1,987 shares; 2026Q3: 1,993 shares 1,993 $856K 0.15% +6 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,003 shares; 2025Q1: 5,003 shares; 2025Q2: 5,003 shares; 2025Q3: 5,000 shares; 2025Q4: 5,008 shares; 2026Q1: 5,008 shares; 2026Q2: 5,008 shares; 2026Q3: 5,008 shares 5,008 $848K 0.14% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,108 shares; 2025Q1: 2,033 shares; 2025Q2: 1,898 shares; 2025Q3: 1,823 shares; 2025Q4: 2,358 shares; 2026Q1: 2,358 shares; 2026Q2: 2,258 shares; 2026Q3: 2,224 shares 2,224 $847K 0.14% -34 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,110 shares; 2025Q1: 1,060 shares; 2025Q2: not reported; 2025Q3: 1,332 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,364 shares; 2026Q3: 1,364 shares 1,364 $834K 0.14% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,187 shares; 2025Q1: 6,187 shares; 2025Q2: 7,935 shares; 2025Q3: 7,544 shares; 2025Q4: 7,440 shares; 2026Q1: 7,550 shares; 2026Q2: 7,627 shares; 2026Q3: 7,548 shares 7,548 $784K 0.13% -79 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,020 shares; 2026Q1: 10,020 shares; 2026Q2: 10,020 shares; 2026Q3: 10,020 shares 10,020 $774K 0.13% 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; 2024Q4: 1,059 shares; 2025Q1: 25,811 shares; 2025Q2: 19,230 shares; 2025Q3: 19,070 shares; 2025Q4: 19,334 shares; 2026Q1: 19,334 shares; 2026Q2: 17,334 shares; 2026Q3: 16,659 shares 16,659 $771K 0.13% -675 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 281 shares; 2025Q1: 266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,241 shares; 2025Q4: 1,429 shares; 2026Q1: 1,429 shares; 2026Q2: 1,434 shares; 2026Q3: 1,934 shares 1,934 $765K 0.13% +500 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,705 shares; 2025Q1: 2,877 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,904 shares; 2026Q1: 2,782 shares; 2026Q2: 2,817 shares; 2026Q3: 2,953 shares 2,953 $762K 0.13% +136 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,737 shares; 2025Q1: 4,687 shares; 2025Q2: 4,514 shares; 2025Q3: 4,476 shares; 2025Q4: 4,392 shares; 2026Q1: 3,736 shares; 2026Q2: 3,489 shares; 2026Q3: 3,274 shares 3,274 $756K 0.13% -215 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,976 shares; 2025Q1: 1,976 shares; 2025Q2: 3,832 shares; 2025Q3: 4,134 shares; 2025Q4: 5,200 shares; 2026Q1: 4,492 shares; 2026Q2: 12,049 shares; 2026Q3: 12,049 shares 12,049 $715K 0.12% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,618 shares; 2025Q1: 15,905 shares; 2025Q2: 16,754 shares; 2025Q3: 16,266 shares; 2025Q4: 16,452 shares; 2026Q1: 15,567 shares; 2026Q2: 14,403 shares; 2026Q3: 12,353 shares 12,353 $714K 0.12% -2,050 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,201 shares; 2026Q2: 2,269 shares; 2026Q3: 2,454 shares 2,454 $704K 0.12% +185 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,515 shares; 2025Q4: 1,615 shares; 2026Q1: 1,717 shares; 2026Q2: 2,564 shares; 2026Q3: 2,538 shares 2,538 $686K 0.12% -26 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,086 shares; 2025Q1: 3,786 shares; 2025Q2: 3,731 shares; 2025Q3: 3,588 shares; 2025Q4: 3,594 shares; 2026Q1: 3,899 shares; 2026Q2: 3,831 shares; 2026Q3: 3,685 shares 3,685 $684K 0.12% -146 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,212 shares; 2025Q1: 10,534 shares; 2025Q2: 10,436 shares; 2025Q3: 10,056 shares; 2025Q4: 8,864 shares; 2026Q1: 5,910 shares; 2026Q2: 4,887 shares; 2026Q3: 4,412 shares 4,412 $678K 0.12% -475 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,211 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,301 shares; 2025Q4: 1,465 shares; 2026Q1: 2,866 shares; 2026Q2: 3,203 shares; 2026Q3: 3,463 shares 3,463 $661K 0.11% +260 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,669 shares; 2025Q1: 1,960 shares; 2025Q2: 2,381 shares; 2025Q3: 2,388 shares; 2025Q4: 2,421 shares; 2026Q1: 2,411 shares; 2026Q2: 2,432 shares; 2026Q3: 2,428 shares 2,428 $661K 0.11% -4 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,335 shares; 2025Q1: 2,440 shares; 2025Q2: 2,483 shares; 2025Q3: 2,463 shares; 2025Q4: 2,461 shares; 2026Q1: 2,521 shares; 2026Q2: 2,596 shares; 2026Q3: 2,521 shares 2,521 $660K 0.11% -75 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: 1,891 shares; 2026Q1: 2,191 shares; 2026Q2: 3,711 shares; 2026Q3: 5,663 shares 5,663 $657K 0.11% +1,952 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 766 shares; 2025Q1: 810 shares; 2025Q2: 855 shares; 2025Q3: 1,045 shares; 2025Q4: 1,293 shares; 2026Q1: 1,604 shares; 2026Q2: 1,854 shares; 2026Q3: 1,975 shares 1,975 $655K 0.11% +121 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,338 shares; 2025Q1: 4,617 shares; 2025Q2: 4,121 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,376 shares; 2026Q2: 1,205 shares; 2026Q3: 1,155 shares 1,155 $621K 0.11% -50 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; 2024Q4: 9,515 shares; 2025Q1: 4,815 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares; 2025Q4: 4,815 shares; 2026Q1: 4,815 shares; 2026Q2: 6,939 shares; 2026Q3: 7,875 shares 7,875 $615K 0.1% +936 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,072 shares; 2025Q4: 1,133 shares; 2026Q1: 1,123 shares; 2026Q2: 1,140 shares; 2026Q3: 1,230 shares 1,230 $612K 0.1% +90 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: 2,248 shares; 2025Q4: 2,317 shares; 2026Q1: 2,397 shares; 2026Q2: 2,697 shares; 2026Q3: 2,760 shares 2,760 $583K 0.1% +63 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,494 shares; 2025Q1: 3,494 shares; 2025Q2: 3,494 shares; 2025Q3: 3,714 shares; 2025Q4: 3,714 shares; 2026Q1: 3,714 shares; 2026Q2: 3,714 shares; 2026Q3: 3,714 shares 3,714 $565K 0.1% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,306 shares; 2025Q1: 8,376 shares; 2025Q2: 8,128 shares; 2025Q3: 7,494 shares; 2025Q4: 7,532 shares; 2026Q1: 7,272 shares; 2026Q2: 8,057 shares; 2026Q3: 7,015 shares 7,015 $547K 0.09% -1,042 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; 2024Q4: 3,502 shares; 2025Q1: 3,502 shares; 2025Q2: 3,502 shares; 2025Q3: 3,702 shares; 2025Q4: 3,702 shares; 2026Q1: 3,702 shares; 2026Q2: 3,702 shares; 2026Q3: 3,702 shares 3,702 $542K 0.09% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,145 shares; 2025Q1: 2,057 shares; 2025Q2: 1,995 shares; 2025Q3: 1,972 shares; 2025Q4: 2,016 shares; 2026Q1: 1,977 shares; 2026Q2: 2,028 shares; 2026Q3: 1,988 shares 1,988 $512K 0.09% -40 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,206 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 1,058 shares; 2025Q4: 1,109 shares; 2026Q1: 1,109 shares; 2026Q2: 1,126 shares; 2026Q3: 1,207 shares 1,207 $509K 0.09% +81 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,710 shares; 2026Q2: 2,538 shares; 2026Q3: 2,628 shares 2,628 $508K 0.09% +90 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,577 shares; 2025Q1: 6,445 shares; 2025Q2: 4,928 shares; 2025Q3: 4,698 shares; 2025Q4: 4,845 shares; 2026Q1: 4,817 shares; 2026Q2: 4,760 shares; 2026Q3: 4,752 shares 4,752 $498K 0.08% -8 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 1,794 shares; 2025Q3: 1,806 shares; 2025Q4: 1,794 shares; 2026Q1: 1,794 shares; 2026Q2: 2,077 shares; 2026Q3: 1,736 shares 1,736 $483K 0.08% -341 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 433 shares; 2025Q1: 438 shares; 2025Q2: 453 shares; 2025Q3: 457 shares; 2025Q4: 490 shares; 2026Q1: 470 shares; 2026Q2: 475 shares; 2026Q3: 873 shares 873 $481K 0.08% +398 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,701 shares; 2025Q1: 2,797 shares; 2025Q2: 5,593 shares; 2025Q3: 5,633 shares; 2025Q4: 5,477 shares; 2026Q1: 8,310 shares; 2026Q2: 9,484 shares; 2026Q3: 9,709 shares 9,709 $481K 0.08% +225 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 3,045 shares; 2025Q3: 3,046 shares; 2025Q4: 3,064 shares; 2026Q1: 3,065 shares; 2026Q2: 3,077 shares; 2026Q3: 3,077 shares 3,077 $477K 0.08% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,685 shares; 2025Q1: 10,565 shares; 2025Q2: 6,615 shares; 2025Q3: 6,615 shares; 2025Q4: 6,030 shares; 2026Q1: 1,950 shares; 2026Q2: 1,950 shares; 2026Q3: 19,570 shares 19,570 $473K 0.08% +17,620 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,418 shares; 2025Q1: 4,292 shares; 2025Q2: 4,191 shares; 2025Q3: 4,162 shares; 2025Q4: 4,715 shares; 2026Q1: 4,542 shares; 2026Q2: 4,569 shares; 2026Q3: 4,552 shares 4,552 $459K 0.08% -17 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,245 shares; 2025Q1: 11,265 shares; 2025Q2: 12,282 shares; 2025Q3: 12,332 shares; 2025Q4: 12,497 shares; 2026Q1: 12,891 shares; 2026Q2: 13,276 shares; 2026Q3: 13,291 shares 13,291 $437K 0.07% +15 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 506 shares; 2025Q3: 456 shares; 2025Q4: 472 shares; 2026Q1: 472 shares; 2026Q2: 473 shares; 2026Q3: 503 shares 503 $429K 0.07% +30 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 501 shares; 2025Q1: 506 shares; 2025Q2: 523 shares; 2025Q3: 507 shares; 2025Q4: 1,099 shares; 2026Q1: 980 shares; 2026Q2: 5,680 shares; 2026Q3: 4,680 shares 4,680 $422K 0.07% -1,000 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,663 shares; 2025Q1: 5,783 shares; 2025Q2: 4,897 shares; 2025Q3: 4,771 shares; 2025Q4: 4,836 shares; 2026Q1: 4,564 shares; 2026Q2: 4,581 shares; 2026Q3: 4,488 shares 4,488 $422K 0.07% -93 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,664 shares; 2025Q1: 2,664 shares; 2025Q2: 2,664 shares; 2025Q3: 2,530 shares; 2025Q4: 2,644 shares; 2026Q1: 2,564 shares; 2026Q2: 2,564 shares; 2026Q3: 2,914 shares 2,914 $400K 0.07% +350 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 61 shares; 2026Q3: 6,226 shares 6,226 $378K 0.06% +6,165 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 961 shares; 2025Q1: 961 shares; 2025Q2: 961 shares; 2025Q3: 925 shares; 2025Q4: 913 shares; 2026Q1: 913 shares; 2026Q2: 888 shares; 2026Q3: 827 shares 827 $374K 0.06% -61 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 940 shares; 2025Q1: 895 shares; 2025Q2: 848 shares; 2025Q3: 742 shares; 2025Q4: 927 shares; 2026Q1: 936 shares; 2026Q2: 1,050 shares; 2026Q3: 1,053 shares 1,053 $374K 0.06% +3 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,200 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares; 2026Q3: 3,735 shares 3,735 $372K 0.06% +135 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 626 shares; 2025Q1: 714 shares; 2025Q2: 794 shares; 2025Q3: 928 shares; 2025Q4: 1,857 shares; 2026Q1: 1,857 shares; 2026Q2: 1,857 shares; 2026Q3: 1,857 shares 1,857 $364K 0.06% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 149 shares; 2025Q1: 2,103 shares; 2025Q2: 2,679 shares; 2025Q3: 2,988 shares; 2025Q4: 3,200 shares; 2026Q1: 3,437 shares; 2026Q2: 3,493 shares; 2026Q3: 2,875 shares 2,875 $352K 0.06% -618 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 302 shares; 2025Q1: 326 shares; 2025Q2: 1,280 shares; 2025Q3: 2,349 shares; 2025Q4: 2,484 shares; 2026Q1: 2,117 shares; 2026Q2: 2,056 shares; 2026Q3: 1,907 shares 1,907 $350K 0.06% -149 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,560 shares; 2025Q1: 8,514 shares; 2025Q2: 7,230 shares; 2025Q3: 4,795 shares; 2025Q4: 4,933 shares; 2026Q1: 4,732 shares; 2026Q2: 4,532 shares; 2026Q3: 2,751 shares 2,751 $349K 0.06% -1,781 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,600 shares; 2025Q1: 2,012 shares; 2025Q2: 1,838 shares; 2025Q3: 1,597 shares; 2025Q4: 1,741 shares; 2026Q1: 1,741 shares; 2026Q2: 1,864 shares; 2026Q3: 1,861 shares 1,861 $348K 0.06% -3 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,453 shares; 2025Q1: 5,453 shares; 2025Q2: 5,464 shares; 2025Q3: 5,453 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares; 2026Q3: 7,892 shares 7,892 $348K 0.06% +7,692 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,965 shares; 2025Q1: 1,900 shares; 2025Q2: 1,891 shares; 2025Q3: 1,584 shares; 2025Q4: 1,607 shares; 2026Q1: 1,549 shares; 2026Q2: 1,555 shares; 2026Q3: 1,555 shares 1,555 $345K 0.06% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,510 shares; 2026Q3: 1,510 shares 1,510 $344K 0.06% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,629 shares; 2025Q1: 3,144 shares; 2025Q2: 3,139 shares; 2025Q3: 3,105 shares; 2025Q4: 3,155 shares; 2026Q1: 3,155 shares; 2026Q2: 3,088 shares; 2026Q3: 3,013 shares 3,013 $344K 0.06% -75 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,521 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,331 shares; 2025Q4: 1,353 shares; 2026Q1: 1,353 shares; 2026Q2: 1,346 shares; 2026Q3: 1,547 shares 1,547 $340K 0.06% +201 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,384 shares; 2026Q1: 1,364 shares; 2026Q2: 1,355 shares; 2026Q3: 1,758 shares 1,758 $331K 0.06% +403 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 551 shares; 2026Q3: 641 shares 641 $328K 0.06% +90 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 1,129 shares; 2026Q3: 1,129 shares 1,129 $321K 0.05% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: not reported; 2025Q3: 472 shares; 2025Q4: 512 shares; 2026Q1: 502 shares; 2026Q2: 475 shares; 2026Q3: 475 shares 475 $321K 0.05% 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; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 228 shares; 2026Q3: 328 shares 328 $313K 0.05% +100 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,247 shares; 2025Q1: 2,247 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,169 shares; 2026Q1: 2,169 shares; 2026Q2: 2,222 shares; 2026Q3: 2,047 shares 2,047 $305K 0.05% -175 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,800 shares; 2026Q2: 3,300 shares; 2026Q3: 2,930 shares 2,930 $305K 0.05% -370 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159 shares; 2026Q2: 164 shares; 2026Q3: 159 shares 159 $288K 0.05% -5 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 911 shares; 2025Q1: 911 shares; 2025Q2: 911 shares; 2025Q3: 911 shares; 2025Q4: 941 shares; 2026Q1: 941 shares; 2026Q2: 889 shares; 2026Q3: 913 shares 913 $285K 0.05% +24 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,281 shares; 2025Q1: 4,289 shares; 2025Q2: 8,193 shares; 2025Q3: 7,977 shares; 2025Q4: 8,728 shares; 2026Q1: 8,896 shares; 2026Q2: 8,903 shares; 2026Q3: 8,690 shares 8,690 $283K 0.05% -213 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,610 shares; 2025Q1: 8,382 shares; 2025Q2: not reported; 2025Q3: 10,100 shares; 2025Q4: 10,505 shares; 2026Q1: 10,505 shares; 2026Q2: 10,505 shares; 2026Q3: 10,505 shares 10,505 $282K 0.05% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,913 shares; 2025Q1: 1,523 shares; 2025Q2: 2,616 shares; 2025Q3: 2,628 shares; 2025Q4: 2,628 shares; 2026Q1: 2,628 shares; 2026Q2: 2,628 shares; 2026Q3: 2,228 shares 2,228 $280K 0.05% -400 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 193 shares; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 1,394 shares; 2026Q3: 1,394 shares 1,394 $272K 0.05% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,990 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,970 shares; 2025Q4: 3,029 shares; 2026Q1: 3,029 shares; 2026Q2: 3,029 shares; 2026Q3: 3,379 shares 3,379 $263K 0.04% +350 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 655 shares; 2025Q1: 646 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 656 shares; 2026Q2: 662 shares; 2026Q3: 656 shares 656 $260K 0.04% -6 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; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 2,723 shares; 2025Q3: 2,617 shares; 2025Q4: 2,679 shares; 2026Q1: 2,751 shares; 2026Q2: 2,765 shares; 2026Q3: 3,213 shares 3,213 $257K 0.04% +448 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 531 shares; 2025Q1: 531 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 1,024 shares; 2026Q1: 1,024 shares; 2026Q2: 1,024 shares; 2026Q3: 1,024 shares 1,024 $254K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,558 shares; 2026Q3: 2,102 shares 2,102 $253K 0.04% +544 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39 shares; 2026Q3: 1,380 shares 1,380 $248K 0.04% +1,341 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,451 shares; 2026Q2: 3,669 shares; 2026Q3: 4,418 shares 4,418 $240K 0.04% +749 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,420 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,473 shares; 2026Q1: 1,473 shares; 2026Q2: 1,509 shares; 2026Q3: 1,503 shares 1,503 $229K 0.04% -6 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 571 shares; 2025Q4: 611 shares; 2026Q1: 593 shares; 2026Q2: 598 shares; 2026Q3: 556 shares 556 $226K 0.04% -42 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 243 shares; 2025Q1: 104 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146 shares; 2026Q3: 581 shares 581 $226K 0.04% +435 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,236 shares; 2026Q1: 1,236 shares; 2026Q2: 1,237 shares; 2026Q3: 1,168 shares 1,168 $226K 0.04% -69 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: not reported; 2026Q1: 585 shares; 2026Q2: 585 shares; 2026Q3: 585 shares 585 $224K 0.04% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 562 shares; 2026Q3: 562 shares 562 $223K 0.04% 0 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,892 shares; 2025Q4: 1,669 shares; 2026Q1: 1,669 shares; 2026Q2: 1,734 shares; 2026Q3: 1,734 shares 1,734 $221K 0.04% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,589 shares 2,589 $221K 0.04% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,275 shares; 2025Q2: 10,317 shares; 2025Q3: 17,791 shares; 2025Q4: 18,226 shares; 2026Q1: 18,211 shares; 2026Q2: 17,397 shares; 2026Q3: 9,583 shares 9,583 $220K 0.04% -7,814 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 328 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 305 shares; 2025Q4: 3,320 shares; 2026Q1: 3,260 shares; 2026Q2: 3,134 shares; 2026Q3: 3,092 shares 3,092 $215K 0.04% -42 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,543 shares; 2025Q1: 1,469 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,378 shares; 2026Q1: 1,253 shares; 2026Q2: 451 shares; 2026Q3: 417 shares 417 $212K 0.04% -34 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,320 shares; 2025Q1: 1,741 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,546 shares; 2026Q3: 2,482 shares 2,482 $211K 0.04% -64 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares; 2026Q2: 6,300 shares; 2026Q3: 6,300 shares 6,300 $210K 0.04% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,170 shares; 2025Q1: 3,241 shares; 2025Q2: 3,082 shares; 2025Q3: not reported; 2025Q4: 1,182 shares; 2026Q1: not reported; 2026Q2: 1,118 shares; 2026Q3: 1,118 shares 1,118 $206K 0.04% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 369 shares; 2026Q3: 526 shares 526 $204K 0.03% +157 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,337 shares; 2025Q1: 3,687 shares; 2025Q2: 3,587 shares; 2025Q3: 4,237 shares; 2025Q4: 4,237 shares; 2026Q1: 4,237 shares; 2026Q2: 2,842 shares; 2026Q3: 1,787 shares 1,787 $203K 0.03% -1,055 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 749 shares; 2026Q3: 704 shares 704 $193K 0.03% -45 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,264 shares; 2025Q1: 5,409 shares; 2025Q2: 5,463 shares; 2025Q3: 5,554 shares; 2025Q4: 4,866 shares; 2026Q1: 2,546 shares; 2026Q2: 1,141 shares; 2026Q3: 1,110 shares 1,110 $190K 0.03% -31 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180 shares; 2026Q3: 177 shares 177 $187K 0.03% -3 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 726 shares; 2025Q1: 726 shares; 2025Q2: 791 shares; 2025Q3: not reported; 2025Q4: 827 shares; 2026Q1: not reported; 2026Q2: 800 shares; 2026Q3: 809 shares 809 $186K 0.03% +9 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 601 shares; 2026Q1: not reported; 2026Q2: 611 shares; 2026Q3: 609 shares 609 $185K 0.03% -2 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; 2024Q4: 641 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 648 shares; 2026Q3: 646 shares 646 $176K 0.03% -2 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 2,330 shares; 2026Q3: 2,330 shares 2,330 $172K 0.03% 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; 2024Q4: 1,885 shares; 2025Q1: 959 shares; 2025Q2: 959 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 759 shares; 2026Q2: 665 shares; 2026Q3: 615 shares 615 $170K 0.03% -50 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,285 shares; 2026Q3: 1,349 shares 1,349 $169K 0.03% +64 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,795 shares; 2025Q1: 328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,378 shares; 2026Q3: 1,787 shares 1,787 $167K 0.03% +409 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,535 shares; 2025Q1: 1,518 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,063 shares; 2026Q3: 1,063 shares 1,063 $167K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,704 shares; 2026Q3: 5,756 shares 5,756 $164K 0.03% +3,052 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 880 shares; 2025Q1: 880 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 831 shares; 2026Q3: 718 shares 718 $159K 0.03% -113 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 520 shares; 2026Q3: 522 shares 522 $159K 0.03% +2 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,681 shares; 2025Q1: 1,681 shares; 2025Q2: 1,843 shares; 2025Q3: 1,681 shares; 2025Q4: 1,681 shares; 2026Q1: 1,441 shares; 2026Q2: 1,441 shares; 2026Q3: 1,441 shares 1,441 $158K 0.03% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 251 shares; 2026Q3: 244 shares 244 $157K 0.03% -7 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 469 shares; 2026Q3: 464 shares 464 $152K 0.03% -5 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,963 shares; 2025Q1: 4,228 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,062 shares; 2026Q3: 6,242 shares 6,242 $152K 0.03% +2,180 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: not reported; 2025Q4: 1,453 shares; 2026Q1: 1,149 shares; 2026Q2: 1,149 shares; 2026Q3: 699 shares 699 $151K 0.03% -450 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 263 shares; 2025Q1: 263 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 883 shares; 2026Q3: 1,772 shares 1,772 $151K 0.03% +889 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 358 shares; 2026Q3: 311 shares 311 $148K 0.03% -47 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,518 shares; 2025Q1: 1,240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares; 2026Q3: 1,490 shares 1,490 $147K 0.03% +440 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,241 shares; 2025Q1: 4,160 shares; 2025Q2: 2,670 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 564 shares; 2026Q3: 572 shares 572 $146K 0.02% +8 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 882 shares; 2025Q1: 882 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,160 shares; 2026Q1: 4,108 shares; 2026Q2: 4,108 shares; 2026Q3: 2,062 shares 2,062 $146K 0.02% -2,046 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,667 shares; 2026Q3: 1,667 shares 1,667 $145K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 160 shares; 2026Q3: 160 shares 160 $144K 0.02% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,199 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,214 shares; 2026Q3: 1,214 shares 1,214 $141K 0.02% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,687 shares; 2025Q1: 1,687 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,660 shares; 2026Q3: 1,721 shares 1,721 $140K 0.02% +61 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 948 shares; 2026Q3: 898 shares 898 $139K 0.02% -50 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares; 2026Q3: 650 shares 650 $136K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 844 shares; 2025Q1: 591 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 483 shares; 2026Q3: 653 shares 653 $133K 0.02% +170 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 994 shares; 2026Q3: 994 shares 994 $129K 0.02% 0 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,903 shares; 2026Q3: 3,079 shares 3,079 $128K 0.02% +176 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 129 shares; 2026Q3: 134 shares 134 $127K 0.02% +5 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,539 shares; 2026Q3: 2,676 shares 2,676 $127K 0.02% +137 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 804 shares; 2026Q3: 804 shares 804 $124K 0.02% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,910 shares; 2026Q2: 1,819 shares; 2026Q3: 1,175 shares 1,175 $123K 0.02% -644 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 654 shares; 2025Q1: 656 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 605 shares; 2026Q3: 1,267 shares 1,267 $119K 0.02% +662 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 676 shares; 2025Q1: 644 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 716 shares; 2026Q3: 1,396 shares 1,396 $118K 0.02% +680 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,526 shares; 2026Q3: 1,593 shares 1,593 $116K 0.02% +67 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $115K 0.02% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,102 shares; 2026Q1: 5,102 shares; 2026Q2: 4,429 shares; 2026Q3: 2,429 shares 2,429 $115K 0.02% -2,000 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,212 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,112 shares; 2025Q4: 2,290 shares; 2026Q1: not reported; 2026Q2: 1,895 shares; 2026Q3: 2,617 shares 2,617 $114K 0.02% +722 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,745 shares; 2026Q3: 3,620 shares 3,620 $113K 0.02% +875 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619 shares; 2026Q3: 358 shares 358 $111K 0.02% -261 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 752 shares; 2025Q1: 273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 287 shares; 2026Q3: 287 shares 287 $110K 0.02% 0 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; 2024Q4: 1,186 shares; 2025Q1: 1,254 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,060 shares; 2026Q3: 2,385 shares 2,385 $109K 0.02% +1,325 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 165 shares; 2026Q3: 298 shares 298 $108K 0.02% +133 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,149 shares; 2026Q3: 1,149 shares 1,149 $108K 0.02% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56 shares; 2026Q3: 711 shares 711 $107K 0.02% +655 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 118 shares; 2025Q1: 113 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 159 shares; 2026Q3: 159 shares 159 $107K 0.02% 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; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 802 shares; 2026Q3: 802 shares 802 $106K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 544 shares; 2025Q3: 425 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares; 2026Q3: 400 shares 400 $106K 0.02% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 579 shares; 2025Q1: 537 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 796 shares; 2026Q3: 1,533 shares 1,533 $103K 0.02% +737 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 505 shares; 2026Q3: 505 shares 505 $103K 0.02% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54 shares; 2026Q3: 584 shares 584 $102K 0.02% +530 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; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 733 shares; 2026Q3: 693 shares 693 $100K 0.02% -40 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares; 2026Q3: 1,440 shares 1,440 $100K 0.02% 0 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,821 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,700 shares 1,700 $99K 0.02% new Timeline RES RPC INC More: the full row for RPC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,500 shares; 2025Q1: 25,500 shares; 2025Q2: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 17,450 shares; 2026Q3: 17,450 shares 17,450 $98.2K 0.02% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,375 shares; 2026Q2: 1,375 shares; 2026Q3: 675 shares 675 $97.2K 0.02% -700 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 657 shares; 2025Q1: 408 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 534 shares; 2026Q3: 523 shares 523 $96.4K 0.02% -11 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,025 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,498 shares; 2026Q3: 2,075 shares 2,075 $95.1K 0.02% +577 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 418 shares; 2025Q1: 437 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 379 shares; 2026Q3: 387 shares 387 $92.9K 0.02% +8 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,573 shares; 2025Q1: 1,573 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,320 shares; 2026Q3: 1,320 shares 1,320 $88.9K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,447 shares; 2025Q3: 1,224 shares; 2025Q4: 1,685 shares; 2026Q1: 1,686 shares; 2026Q2: 1,687 shares; 2026Q3: 1,418 shares 1,418 $87.2K 0.01% -269 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,563 shares; 2025Q1: 2,417 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,016 shares; 2026Q3: 2,409 shares 2,409 $85.3K 0.01% +393 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,052 shares; 2025Q1: 2,141 shares; 2025Q2: 2,141 shares; 2025Q3: 1,884 shares; 2025Q4: 1,166 shares; 2026Q1: not reported; 2026Q2: 319 shares; 2026Q3: 305 shares 305 $84.9K 0.01% -14 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 286 shares; 2026Q3: 286 shares 286 $84.3K 0.01% 0 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; 2024Q4: 3,974 shares; 2025Q1: 3,974 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,888 shares; 2026Q3: 3,828 shares 3,828 $83.3K 0.01% -60 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 633 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 601 shares; 2025Q4: 637 shares; 2026Q1: not reported; 2026Q2: 236 shares; 2026Q3: 236 shares 236 $82.5K 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; 2024Q4: 906 shares; 2025Q1: 906 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 953 shares; 2026Q3: 942 shares 942 $80.7K 0.01% -11 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 211 shares; 2026Q3: 276 shares 276 $78.7K 0.01% +65 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares; 2026Q2: 216 shares; 2026Q3: 216 shares 216 $77.1K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,788 shares; 2025Q1: 10,103 shares; 2025Q2: 10,042 shares; 2025Q3: 10,087 shares; 2025Q4: 10,087 shares; 2026Q1: 9,742 shares; 2026Q2: 9,815 shares; 2026Q3: 2,537 shares 2,537 $76.5K 0.01% -7,278 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares; 2026Q3: 27 shares 27 $76.4K 0.01% 0 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 196 shares; 2026Q3: 392 shares 392 $76.2K 0.01% +196 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 660 shares; 2026Q3: 660 shares 660 $75.9K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169 shares; 2026Q3: 440 shares 440 $75.8K 0.01% +271 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 972 shares; 2025Q1: 972 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 229 shares; 2026Q3: 1,186 shares 1,186 $75.8K 0.01% +957 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 606 shares; 2026Q3: 1,062 shares 1,062 $74.3K 0.01% +456 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209 shares; 2026Q3: 208 shares 208 $74K 0.01% -1 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 515 shares; 2026Q3: 515 shares 515 $73.8K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 294 shares; 2026Q3: 288 shares 288 $73.2K 0.01% -6 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 661 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 517 shares; 2025Q4: 571 shares; 2026Q1: 574 shares; 2026Q2: 313 shares; 2026Q3: 314 shares 314 $72.7K 0.01% +1 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 263 shares; 2026Q3: 263 shares 263 $72.4K 0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 310 shares; 2026Q3: 310 shares 310 $70.7K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118 shares; 2026Q3: 143 shares 143 $69.1K 0.01% +25 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 606 shares; 2026Q3: 1,501 shares 1,501 $69.1K 0.01% +895 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,708 shares; 2025Q1: 1,708 shares; 2025Q2: 2,508 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares; 2026Q2: 1,708 shares; 2026Q3: 1,906 shares 1,906 $68.5K 0.01% +198 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 269 shares; 2026Q3: 366 shares 366 $68.1K 0.01% +97 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 138 shares; 2026Q3: 138 shares 138 $67.9K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 201 shares; 2026Q3: 200 shares 200 $67.9K 0.01% -1 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 243 shares; 2026Q2: 243 shares; 2026Q3: 243 shares 243 $67.4K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 595 shares; 2026Q3: 595 shares 595 $66.7K 0.01% 0 Timeline JHSC JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,450 shares; 2026Q3: 1,450 shares 1,450 $65.9K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 178 shares; 2025Q1: 170 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 169 shares; 2026Q3: 166 shares 166 $65.5K 0.01% -3 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 146 shares; 2026Q3: 146 shares 146 $65.1K 0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 650 shares; 2026Q3: 650 shares 650 $63.3K 0.01% 0 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 322 shares; 2025Q1: 322 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 399 shares; 2026Q3: 322 shares 322 $62.2K 0.01% -77 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 378 shares; 2026Q3: 375 shares 375 $61.1K 0.01% -3 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 645 shares; 2026Q3: 622 shares 622 $60.8K 0.01% -23 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,690 shares; 2026Q3: 1,690 shares 1,690 $60.2K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 268 shares; 2026Q3: 268 shares 268 $59.6K 0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,021 shares; 2025Q1: 1,021 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,096 shares; 2026Q3: 2,117 shares 2,117 $59K 0.01% +1,021 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares; 2026Q3: 190 shares 190 $58.5K 0.01% +155 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 653 shares; 2026Q2: 496 shares; 2026Q3: 496 shares 496 $58.4K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,636 shares; 2025Q1: 10,330 shares; 2025Q2: 8,490 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,568 shares; 2026Q3: 1,853 shares 1,853 $58K 0.01% +285 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 680 shares 680 $57.7K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 539 shares; 2026Q3: 539 shares 539 $57.2K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 276 shares; 2026Q3: 929 shares 929 $56.2K 0.01% +653 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 460 shares; 2025Q1: 473 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 460 shares; 2026Q3: 460 shares 460 $55K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,900 shares; 2025Q1: 2,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares; 2026Q3: 1,500 shares 1,500 $53.4K 0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares; 2026Q3: 500 shares 500 $51.1K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,235 shares 1,235 $50.2K 0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 305 shares; 2026Q3: 305 shares 305 $50.1K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 50 shares 50 $50K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 371 shares; 2026Q3: 408 shares 408 $48.4K 0.01% +37 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480 shares; 2026Q3: 982 shares 982 $47.8K 0.01% +502 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 321 shares; 2026Q3: 338 shares 338 $46.6K 0.01% +17 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 377 shares; 2026Q3: 369 shares 369 $46.4K 0.01% -8 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 231 shares; 2025Q1: 209 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 560 shares; 2026Q3: 540 shares 540 $46.1K 0.01% -20 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: 1,406 shares; 2026Q2: 1,406 shares; 2026Q3: 1,531 shares 1,531 $45.9K 0.01% +125 Timeline DFA INVT DIMENSIONS GROUP I… DFA INVT DIMENSIONS GROUP INC U.S… More: the full row for DFA INVT DIMENSIONS GROUP INC U.S. CORE EQTY 2 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,025 shares 1,025 $45.6K 0.01% new HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 214 shares; 2026Q3: 214 shares 214 $45.1K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares; 2026Q3: 345 shares 345 $44.5K 0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 365 shares; 2025Q1: 365 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 365 shares; 2026Q3: 365 shares 365 $44.3K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 97 shares; 2026Q3: 97 shares 97 $44.1K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 562 shares; 2026Q3: 562 shares 562 $42.2K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 564 shares; 2026Q3: 488 shares 488 $41.7K 0.01% -76 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 181 shares; 2026Q3: 179 shares 179 $41.2K 0.01% -2 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares; 2026Q3: 1,190 shares 1,190 $39.5K 0.01% +1,115 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 648 shares; 2026Q3: 629 shares 629 $39.2K 0.01% -19 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 825 shares; 2025Q1: 867 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 560 shares; 2026Q3: 460 shares 460 $38.4K 0.01% -100 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 340 shares; 2026Q3: 302 shares 302 $38.2K 0.01% -38 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 925 shares; 2026Q3: 925 shares 925 $38K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 595 shares 595 $37.7K 0.01% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares; 2026Q3: 910 shares 910 $37.2K 0.01% +901 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 330 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 481 shares; 2026Q2: 481 shares; 2026Q3: 481 shares 481 $37.1K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 295 shares; 2026Q3: 295 shares 295 $37.1K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares; 2026Q3: 915 shares 915 $37K 0.01% +888 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 367 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares; 2026Q2: 240 shares; 2026Q3: 240 shares 240 $36.8K 0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 216 shares; 2025Q1: 205 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 220 shares; 2026Q3: 220 shares 220 $36K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52 shares; 2026Q3: 415 shares 415 $35.8K 0.01% +363 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; 2024Q4: 300 shares; 2025Q1: 436 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 467 shares; 2026Q3: 467 shares 467 $35.7K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares; 2026Q3: 597 shares 597 $35K 0.01% +578 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 645 shares; 2026Q3: 633 shares 633 $34.8K 0.01% -12 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 631 shares; 2026Q3: 631 shares 631 $34.6K 0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares; 2026Q3: 220 shares 220 $34.4K 0.01% +200 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 381 shares; 2026Q3: 381 shares 381 $34.1K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 653 shares; 2026Q3: 641 shares 641 $33.7K 0.01% -12 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 162 shares; 2026Q3: 160 shares 160 $33.6K 0.01% -2 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 214 shares; 2026Q3: 214 shares 214 $33.2K 0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17 shares; 2026Q3: 892 shares 892 $32.8K 0.01% +875 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 159 shares; 2026Q3: 1,394 shares 1,394 $32.8K 0.01% +1,235 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 320 shares; 2026Q3: 320 shares 320 $32.5K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 395 shares; 2026Q3: 419 shares 419 $32.5K 0.01% +24 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117 shares; 2026Q3: 108 shares 108 $32.4K 0.01% -9 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113 shares; 2025Q1: 85 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102 shares; 2026Q3: 99 shares 99 $32.2K 0.01% -3 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 693 shares; 2026Q1: 600 shares; 2026Q2: 600 shares; 2026Q3: 600 shares 600 $32K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares; 2026Q3: 246 shares 246 $32K 0.01% 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; 2024Q4: 879 shares; 2025Q1: 879 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 994 shares; 2026Q3: 994 shares 994 $31.8K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157 shares; 2026Q3: 157 shares 157 $31.5K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 116 shares; 2025Q1: 92 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95 shares; 2026Q3: 95 shares 95 $30.7K 0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450 shares; 2026Q3: 450 shares 450 $30.2K 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; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 592 shares; 2026Q3: 592 shares 592 $29.9K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,434 shares; 2025Q1: 2,883 shares; 2025Q2: 2,243 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares; 2026Q3: 227 shares 227 $29.5K 0.01% -19 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 163 shares; 2026Q3: 141 shares 141 $29.2K <0.01% -22 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 233 shares; 2026Q3: 103 shares 103 $28.4K <0.01% -130 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; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 210 shares; 2026Q3: 206 shares 206 $28.1K <0.01% -4 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 162 shares; 2026Q3: 157 shares 157 $27.6K <0.01% -5 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26 shares; 2026Q3: 104 shares 104 $27.5K <0.01% +78 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151 shares; 2025Q1: 117 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115 shares; 2026Q3: 115 shares 115 $27.3K <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; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,033 shares; 2026Q3: 279 shares 279 $27.2K <0.01% -754 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 50 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 79 shares; 2026Q3: 101 shares 101 $26.7K <0.01% +22 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 641 shares; 2026Q3: 641 shares 641 $26.6K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 285 shares 285 $26.2K <0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14 shares; 2026Q3: 15 shares 15 $26.1K <0.01% +1 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 339 shares; 2026Q3: 200 shares 200 $25.9K <0.01% -139 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 144 shares; 2026Q3: 144 shares 144 $25.7K <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; 2024Q4: 256 shares; 2025Q1: 191 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 222 shares; 2026Q3: 222 shares 222 $25.2K <0.01% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,431 shares; 2025Q1: 1,431 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,343 shares; 2026Q3: 1,343 shares 1,343 $25.2K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 605 shares; 2025Q1: 605 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 272 shares; 2026Q3: 354 shares 354 $25.1K <0.01% +82 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,620 shares; 2025Q1: 1,287 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 555 shares; 2026Q3: 430 shares 430 $24.8K <0.01% -125 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 452 shares; 2026Q3: 300 shares 300 $24.7K <0.01% -152 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55 shares; 2026Q3: 54 shares 54 $23.5K <0.01% -1 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 625 shares 625 $22.8K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166 shares; 2026Q3: 166 shares 166 $21.3K <0.01% 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; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 203 shares; 2026Q3: 203 shares 203 $21.2K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 238 shares; 2025Q1: 238 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 328 shares; 2026Q3: 328 shares 328 $20.9K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83 shares; 2026Q3: 83 shares 83 $20.3K <0.01% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,240 shares; 2025Q1: 1,065 shares; 2025Q2: 1,065 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 3,650 shares; 2026Q2: 3,945 shares; 2026Q3: 390 shares 390 $19.7K <0.01% -3,555 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 352 shares; 2026Q3: 352 shares 352 $19.5K <0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares; 2026Q3: 25 shares 25 $19K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330 shares; 2026Q3: 330 shares 330 $19K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132 shares; 2026Q3: 126 shares 126 $18.7K <0.01% -6 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102 shares; 2026Q3: 81 shares 81 $18.3K <0.01% -21 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 111 shares; 2025Q1: 172 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares; 2026Q3: 111 shares 111 $17.7K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 161 shares; 2026Q3: 157 shares 157 $17.2K <0.01% -4 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19 shares; 2025Q1: 119 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152 shares; 2026Q3: 152 shares 152 $17K <0.01% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares; 2026Q3: 23 shares 23 $17K <0.01% +15 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $16.7K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59 shares; 2026Q3: 59 shares 59 $16.6K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180 shares; 2026Q3: 180 shares 180 $16.6K <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; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101 shares; 2026Q3: 97 shares 97 $15.8K <0.01% -4 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 133 shares; 2026Q3: 133 shares 133 $14.8K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,740 shares; 2025Q1: 140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 145 shares; 2026Q3: 140 shares 140 $14.3K <0.01% -5 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120 shares; 2026Q3: 100 shares 100 $14.3K <0.01% -20 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares; 2026Q3: 31 shares 31 $14.1K <0.01% -19 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 940 shares; 2026Q3: 940 shares 940 $14K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 204 shares; 2025Q1: 131 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 123 shares; 2026Q3: 123 shares 123 $13.9K <0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $13.7K <0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69 shares; 2026Q3: 58 shares 58 $13.5K <0.01% -11 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 115 shares 115 $13.4K <0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 215 shares; 2025Q1: 215 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 199 shares; 2026Q3: 195 shares 195 $13K <0.01% -4 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,126 shares; 2026Q3: 1,075 shares 1,075 $13K <0.01% -51 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 422 shares; 2025Q3: 172 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares; 2026Q3: 135 shares 135 $12.8K <0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,560 shares; 2026Q3: 2,560 shares 2,560 $12.8K <0.01% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48 shares; 2026Q3: 48 shares 48 $12.6K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares; 2026Q3: 36 shares 36 $12.2K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 134 shares; 2026Q3: 126 shares 126 $11.9K <0.01% -8 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 325 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 270 shares 270 $11.9K <0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38 shares; 2025Q1: 60 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 124 shares; 2026Q3: 124 shares 124 $11.9K <0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares; 2026Q3: 36 shares 36 $11.8K <0.01% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares; 2026Q3: 150 shares 150 $11.7K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 105 shares 105 $11.5K <0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 180 shares; 2025Q1: 166 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares; 2026Q3: 162 shares 162 $11.3K <0.01% +87 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 170 shares; 2026Q3: 170 shares 170 $10.7K <0.01% 0 Timeline CXDO CREXENDO INC More: the full row for CREXENDO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 477 shares; 2026Q3: 1,757 shares 1,757 $10.3K <0.01% +1,280 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 155 shares; 2026Q3: 155 shares 155 $10.1K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56 shares; 2026Q3: 53 shares 53 $9.88K <0.01% -3 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23 shares; 2026Q3: 63 shares 63 $9.8K <0.01% +40 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 120 shares; 2026Q3: 121 shares 121 $9.78K <0.01% +1 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $9.74K <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; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 83 shares; 2026Q3: 83 shares 83 $9.63K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70 shares; 2026Q3: 70 shares 70 $9.61K <0.01% 0 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 98 shares; 2026Q3: 84 shares 84 $9.59K <0.01% -14 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105 shares; 2026Q3: 105 shares 105 $9.59K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 240 shares; 2025Q1: 170 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 495 shares; 2026Q3: 495 shares 495 $9.4K <0.01% 0 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54 shares; 2026Q3: 54 shares 54 $9.16K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45 shares; 2026Q3: 65 shares 65 $8.99K <0.01% +20 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares; 2026Q3: 108 shares 108 $8.82K <0.01% +106 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65 shares; 2026Q3: 65 shares 65 $8.71K <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; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 77 shares; 2026Q3: 77 shares 77 $8.61K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54 shares; 2026Q3: 54 shares 54 $8.61K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 153 shares; 2026Q3: 153 shares 153 $8.46K <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126 shares; 2026Q3: 121 shares 121 $8.37K <0.01% -5 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 129 shares; 2026Q3: 123 shares 123 $8.31K <0.01% -6 Timeline PURR HYPERLIQUID STRATEGIES INC More: the full row for HYPERLIQUID STRATEGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 660 shares 660 $8.1K <0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 85 shares; 2026Q3: 85 shares 85 $8.09K <0.01% 0 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 193 shares; 2026Q3: 193 shares 193 $7.9K <0.01% 0 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 175 shares 175 $7.73K <0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43 shares; 2026Q3: 43 shares 43 $7.7K <0.01% 0 Timeline WATT ENERGOUS CORP More: the full row for ENERGOUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 585 shares; 2026Q3: 585 shares 585 $7.69K <0.01% 0 Timeline RDCM RADCOM LTD More: the full row for RADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 740 shares 740 $7.63K <0.01% new Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 125 shares 125 $7.54K <0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22 shares; 2025Q1: 21 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $7.42K <0.01% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117 shares; 2026Q3: 120 shares 120 $7.31K <0.01% +3 Timeline AFOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 160 shares 160 $7.18K <0.01% new Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42 shares; 2026Q3: 42 shares 42 $7.11K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 92 shares; 2026Q3: 92 shares 92 $7.08K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8 shares; 2026Q3: 7 shares 7 $7.08K <0.01% -1 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76 shares; 2026Q3: 70 shares 70 $6.82K <0.01% -6 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $6.68K <0.01% 0 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,432 shares; 2026Q3: 1,432 shares 1,432 $6.66K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20 shares; 2026Q3: 20 shares 20 $6.6K <0.01% 0 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 65 shares 65 $6.6K <0.01% new Timeline WOLF WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 230 shares 230 $6.47K <0.01% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 262 shares; 2026Q3: 262 shares 262 $6.43K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46 shares; 2026Q3: 34 shares 34 $6.36K <0.01% -12 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $6.27K <0.01% 0 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; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43 shares; 2026Q3: 43 shares 43 $6.24K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 134 shares; 2026Q3: 134 shares 134 $6.23K <0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5 shares; 2026Q3: 5 shares 5 $6.23K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26 shares; 2026Q3: 26 shares 26 $6.16K <0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157 shares; 2026Q3: 157 shares 157 $6.12K <0.01% 0 Timeline WSE WISE GROUP PLC More: the full row for WISE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 515 shares; 2026Q3: 515 shares 515 $5.87K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares; 2026Q3: 6 shares 6 $5.83K <0.01% +2 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares; 2026Q3: 36 shares 36 $5.81K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $5.76K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 334 shares; 2025Q1: 334 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 406 shares; 2026Q3: 126 shares 126 $5.69K <0.01% -280 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; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64 shares; 2026Q3: 64 shares 64 $5.67K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60 shares; 2026Q3: 49 shares 49 $5.65K <0.01% -11 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $5.63K <0.01% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $5.54K <0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9 shares; 2026Q3: 9 shares 9 $5.48K <0.01% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 178 shares; 2026Q3: 178 shares 178 $5.37K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares; 2026Q3: 11 shares 11 $5.36K <0.01% +1 Timeline JAPN LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 212 shares; 2026Q3: 212 shares 212 $5.33K <0.01% 0 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 157 shares; 2026Q3: 157 shares 157 $5.26K <0.01% 0 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 629 shares; 2026Q3: 629 shares 629 $5.23K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares; 2026Q3: 3 shares 3 $5.14K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares; 2026Q3: 75 shares 75 $5.05K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17 shares; 2026Q3: 17 shares 17 $4.85K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63 shares; 2026Q3: 63 shares 63 $4.8K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40 shares; 2026Q3: 40 shares 40 $4.7K <0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28 shares; 2026Q3: 28 shares 28 $4.64K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28 shares; 2026Q3: 26 shares 26 $4.55K <0.01% -2 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74 shares; 2026Q3: 74 shares 74 $4.52K <0.01% 0 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39 shares; 2026Q3: 39 shares 39 $4.46K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63 shares; 2026Q3: 63 shares 63 $4.44K <0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52 shares; 2026Q3: 48 shares 48 $4.43K <0.01% -4 Timeline TPCS TECHPRECISION CORP More: the full row for TECHPRECISION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 834 shares; 2026Q3: 834 shares 834 $4.36K <0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 158 shares; 2026Q3: 158 shares 158 $4.35K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares; 2026Q3: 44 shares 44 $4.34K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 79 shares; 2026Q3: 79 shares 79 $4.33K <0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42 shares; 2026Q3: 42 shares 42 $4.31K <0.01% 0 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; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7 shares; 2026Q3: 7 shares 7 $4.26K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares; 2026Q3: 19 shares 19 $4.13K <0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85 shares; 2026Q3: 85 shares 85 $4.09K <0.01% 0 Timeline CCLD CARECLOUD INC More: the full row for CARECLOUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares; 2026Q3: 2,000 shares 2,000 $4.08K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49 shares; 2026Q3: 98 shares 98 $4.08K <0.01% +49 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18 shares; 2026Q3: 18 shares 18 $4.07K <0.01% 0 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41 shares; 2026Q3: 41 shares 41 $4.06K <0.01% 0 Timeline PPIH PERMA-PIPE INTL HLDGS INC More: the full row for PERMA-PIPE INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125 shares; 2026Q3: 125 shares 125 $3.85K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45 shares; 2026Q3: 45 shares 45 $3.83K <0.01% 0 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 218 shares; 2026Q3: 218 shares 218 $3.81K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54 shares; 2026Q3: 48 shares 48 $3.81K <0.01% -6 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13 shares; 2026Q3: 13 shares 13 $3.8K <0.01% 0 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $3.78K <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67 shares; 2026Q3: 67 shares 67 $3.77K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $3.76K <0.01% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $3.75K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares; 2026Q3: 36 shares 36 $3.71K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32 shares; 2026Q3: 32 shares 32 $3.69K <0.01% 0 Timeline MPTI M-TRON INDS INC More: the full row for M-TRON INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47 shares; 2026Q3: 47 shares 47 $3.68K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47 shares; 2026Q3: 47 shares 47 $3.65K <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares; 2026Q3: 48 shares 48 $3.64K <0.01% +18 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares; 2026Q3: 1,000 shares 1,000 $3.53K <0.01% 0 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59 shares; 2026Q3: 59 shares 59 $3.42K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33 shares; 2026Q3: 32 shares 32 $3.4K <0.01% -1 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 121 shares; 2026Q3: 105 shares 105 $3.38K <0.01% -16 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 168 shares; 2026Q3: 168 shares 168 $3.37K <0.01% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares; 2026Q3: 27 shares 27 $3.37K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $3.33K <0.01% 0 Timeline