SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,253 shares; 2024Q4: 2,259 shares; 2025Q1: 2,297 shares; 2025Q2: 2,368 shares; 2025Q3: 2,696 shares; 2025Q4: 2,728 shares; 2026Q1: 3,007 shares; 2026Q2: 16,094 shares 16,094 $12M 4.39% +13,087 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,227 shares; 2024Q4: 113,097 shares; 2025Q1: 120,373 shares; 2025Q2: 122,972 shares; 2025Q3: 265,313 shares; 2025Q4: 276,831 shares; 2026Q1: 377,414 shares; 2026Q2: 439,520 shares 439,520 $10M 3.64% +62,106 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,291 shares; 2024Q4: 19,231 shares; 2025Q1: 19,810 shares; 2025Q2: 20,985 shares; 2025Q3: 30,745 shares; 2025Q4: 30,560 shares; 2026Q1: 29,313 shares; 2026Q2: 33,909 shares 33,909 $9.81M 3.57% +4,596 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,455 shares; 2024Q4: 14,872 shares; 2025Q1: 15,279 shares; 2025Q2: 14,648 shares; 2025Q3: 13,735 shares; 2025Q4: 13,920 shares; 2026Q1: 14,057 shares; 2026Q2: 13,758 shares 13,758 $9.45M 3.44% -299 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,834 shares; 2024Q4: 23,533 shares; 2025Q1: 24,771 shares; 2025Q2: 23,882 shares; 2025Q3: 31,955 shares; 2025Q4: 41,615 shares; 2026Q1: 43,483 shares; 2026Q2: 43,871 shares 43,871 $8.78M 3.2% +388 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 16 shares; 2026Q1: 20 shares; 2026Q2: 60,500 shares 60,500 $7.73M 2.81% +60,480 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,528 shares; 2024Q4: 301,937 shares; 2025Q1: 304,856 shares; 2025Q2: 307,916 shares; 2025Q3: 310,870 shares; 2025Q4: 315,007 shares; 2026Q1: 317,033 shares; 2026Q2: 313,124 shares 313,124 $6.93M 2.52% -3,909 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,860 shares; 2024Q4: 3,792 shares; 2025Q1: 4,921 shares; 2025Q2: 28,078 shares; 2025Q3: 31,334 shares; 2025Q4: 29,152 shares; 2026Q1: 27,685 shares; 2026Q2: 28,647 shares 28,647 $6.83M 2.49% +962 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,201 shares; 2024Q4: 58,638 shares; 2025Q1: 127,075 shares; 2025Q2: 127,552 shares; 2025Q3: 86,464 shares; 2025Q4: 83,250 shares; 2026Q1: 64,458 shares; 2026Q2: 80,589 shares 80,589 $6.64M 2.42% +16,131 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,152 shares; 2024Q4: 98,529 shares; 2025Q1: 58,694 shares; 2025Q2: 31,217 shares; 2025Q3: 51,536 shares; 2025Q4: 61,334 shares; 2026Q1: 64,948 shares; 2026Q2: 66,104 shares 66,104 $6.38M 2.32% +1,156 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,685 shares; 2024Q4: 99,729 shares; 2025Q1: 19,250 shares; 2025Q2: 7,002 shares; 2025Q3: 27,131 shares; 2025Q4: 36,632 shares; 2026Q1: 49,904 shares; 2026Q2: 62,578 shares 62,578 $6.19M 2.25% +12,674 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,444 shares; 2024Q4: 21,580 shares; 2025Q1: 99,434 shares; 2025Q2: 75,938 shares; 2025Q3: 47,850 shares; 2025Q4: 48,023 shares; 2026Q1: 25,860 shares; 2026Q2: 42,011 shares 42,011 $5.56M 2.02% +16,151 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,435 shares; 2026Q1: 7,450 shares; 2026Q2: 50,220 shares 50,220 $4.74M 1.73% +42,770 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,901 shares; 2024Q4: 2,864 shares; 2025Q1: 4,303 shares; 2025Q2: 5,013 shares; 2025Q3: 11,252 shares; 2025Q4: 11,094 shares; 2026Q1: 9,286 shares; 2026Q2: 13,355 shares 13,355 $4.72M 1.72% +4,069 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,817 shares; 2024Q4: 5,704 shares; 2025Q1: 5,760 shares; 2025Q2: 6,414 shares; 2025Q3: 10,238 shares; 2025Q4: 10,245 shares; 2026Q1: 10,257 shares; 2026Q2: 12,205 shares 12,205 $4.36M 1.59% +1,948 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,668 shares; 2024Q4: 40,173 shares; 2025Q1: 172,551 shares; 2025Q2: 160,581 shares; 2025Q3: 80,349 shares; 2025Q4: 80,914 shares; 2026Q1: 48,725 shares; 2026Q2: 91,000 shares 91,000 $4.31M 1.57% +42,275 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,448 shares; 2024Q4: 64,460 shares; 2025Q1: 64,453 shares; 2025Q2: 64,463 shares; 2025Q3: 64,798 shares; 2025Q4: 65,421 shares; 2026Q1: 69,064 shares; 2026Q2: 69,572 shares 69,572 $4.01M 1.46% +508 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,465 shares; 2024Q4: 16,094 shares; 2025Q1: 2,669 shares; 2025Q2: 2,457 shares; 2025Q3: 3,624 shares; 2025Q4: 4,222 shares; 2026Q1: 4,991 shares; 2026Q2: 5,103 shares 5,103 $3.82M 1.39% +112 Timeline WOMN TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,549 shares; 2024Q4: 85,911 shares; 2025Q1: 86,138 shares; 2025Q2: 86,357 shares; 2025Q3: 86,567 shares; 2025Q4: 86,602 shares; 2026Q1: 86,875 shares; 2026Q2: 85,395 shares 85,395 $3.62M 1.32% -1,480 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,292 shares; 2024Q4: 3,292 shares; 2025Q1: 3,292 shares; 2025Q2: 3,292 shares; 2025Q3: 3,292 shares; 2025Q4: 3,292 shares; 2026Q1: 3,292 shares; 2026Q2: 28,159 shares 28,159 $3.5M 1.28% +24,867 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130,029 shares; 2025Q3: 120,660 shares; 2025Q4: 109,052 shares; 2026Q1: 111,747 shares; 2026Q2: 104,651 shares 104,651 $3.48M 1.27% -7,096 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,537 shares; 2024Q4: 8,813 shares; 2025Q1: 8,899 shares; 2025Q2: 9,905 shares; 2025Q3: 10,895 shares; 2025Q4: 10,269 shares; 2026Q1: 9,490 shares; 2026Q2: 9,354 shares 9,354 $3.45M 1.25% -136 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,067 shares; 2024Q4: 3,033 shares; 2025Q1: 3,477 shares; 2025Q2: 3,931 shares; 2025Q3: 6,896 shares; 2025Q4: 6,716 shares; 2026Q1: 6,068 shares; 2026Q2: 9,159 shares 9,159 $3.42M 1.24% +3,091 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,373 shares; 2024Q4: 58,642 shares; 2025Q1: 58,642 shares; 2025Q2: 61,709 shares; 2025Q3: 132,824 shares; 2025Q4: 133,815 shares; 2026Q1: 139,067 shares; 2026Q2: 148,136 shares 148,136 $3.39M 1.23% +9,069 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,065 shares; 2024Q4: 5,124 shares; 2025Q1: 5,333 shares; 2025Q2: 5,282 shares; 2025Q3: 5,440 shares; 2025Q4: 5,685 shares; 2026Q1: 4,816 shares; 2026Q2: 4,590 shares 4,590 $3.38M 1.23% -226 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,462 shares; 2024Q4: 4,439 shares; 2025Q1: 4,460 shares; 2025Q2: 4,588 shares; 2025Q3: 6,776 shares; 2025Q4: 6,910 shares; 2026Q1: 7,747 shares; 2026Q2: 10,306 shares 10,306 $3.37M 1.23% +2,559 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,933 shares; 2025Q3: 6,175 shares; 2025Q4: 6,050 shares; 2026Q1: 6,051 shares; 2026Q2: 6,385 shares 6,385 $3.19M 1.16% +334 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 781 shares; 2025Q3: 7,606 shares; 2025Q4: 7,588 shares; 2026Q1: 7,624 shares; 2026Q2: 7,743 shares 7,743 $2.92M 1.06% +119 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,469 shares; 2024Q4: 38,710 shares; 2025Q1: 38,727 shares; 2025Q2: 38,935 shares; 2025Q3: 41,424 shares; 2025Q4: 39,705 shares; 2026Q1: 35,411 shares; 2026Q2: 36,374 shares 36,374 $2.83M 1.03% +963 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,571 shares; 2025Q1: 9,114 shares; 2025Q2: 8,985 shares; 2025Q3: 9,159 shares; 2025Q4: 6,475 shares; 2026Q1: 6,844 shares; 2026Q2: 6,468 shares 6,468 $2.8M 1.02% -376 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; 2024Q3: 39,249 shares; 2024Q4: 39,484 shares; 2025Q1: 41,568 shares; 2025Q2: 41,797 shares; 2025Q3: 40,611 shares; 2025Q4: 37,392 shares; 2026Q1: 36,016 shares; 2026Q2: 35,449 shares 35,449 $2.72M 0.99% -567 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,431 shares; 2024Q4: 30,845 shares; 2025Q1: 30,845 shares; 2025Q2: 31,330 shares; 2025Q3: 31,330 shares; 2025Q4: 32,379 shares; 2026Q1: 32,379 shares; 2026Q2: 32,125 shares 32,125 $2.72M 0.99% -254 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,580 shares; 2025Q3: 7,440 shares; 2025Q4: 7,443 shares; 2026Q1: 7,434 shares; 2026Q2: 10,413 shares 10,413 $2.64M 0.96% +2,979 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,484 shares; 2024Q4: 33,888 shares; 2025Q1: 35,048 shares; 2025Q2: 35,048 shares; 2025Q3: 36,285 shares; 2025Q4: 36,656 shares; 2026Q1: 36,681 shares; 2026Q2: 50,276 shares 50,276 $2.62M 0.95% +13,595 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 317 shares; 2025Q2: 1,591 shares; 2025Q3: 2,323 shares; 2025Q4: 2,287 shares; 2026Q1: 2,163 shares; 2026Q2: 2,096 shares 2,096 $2.51M 0.92% -67 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,535 shares; 2024Q4: 35,403 shares; 2025Q1: 33,151 shares; 2025Q2: 33,151 shares; 2025Q3: 33,332 shares; 2025Q4: 33,547 shares; 2026Q1: 32,073 shares; 2026Q2: 32,935 shares 32,935 $2.5M 0.91% +862 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,140 shares; 2024Q4: 6,179 shares; 2025Q1: 6,219 shares; 2025Q2: 6,219 shares; 2025Q3: 6,228 shares; 2025Q4: 6,319 shares; 2026Q1: 6,272 shares; 2026Q2: 6,290 shares 6,290 $2.33M 0.85% +18 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,478 shares; 2024Q4: 24,895 shares; 2025Q1: 24,970 shares; 2025Q2: 25,152 shares; 2025Q3: 25,275 shares; 2025Q4: 25,734 shares; 2026Q1: 26,425 shares; 2026Q2: 26,542 shares 26,542 $2.27M 0.83% +117 Timeline ERET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,794 shares; 2025Q3: 22,310 shares; 2025Q4: 24,871 shares; 2026Q1: 53,781 shares; 2026Q2: 70,937 shares 70,937 $2.05M 0.75% +17,156 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: not reported; 2025Q2: 1,120 shares; 2025Q3: 2,009 shares; 2025Q4: 2,009 shares; 2026Q1: 1,969 shares; 2026Q2: 1,971 shares 1,971 $1.99M 0.73% +2 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,086 shares; 2024Q4: 23,547 shares; 2025Q1: 22,814 shares; 2025Q2: 22,814 shares; 2025Q3: 22,031 shares; 2025Q4: 22,165 shares; 2026Q1: 20,643 shares; 2026Q2: 20,921 shares 20,921 $1.84M 0.67% +278 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,777 shares; 2024Q4: 23,087 shares; 2025Q1: 25,815 shares; 2025Q2: 22,359 shares; 2025Q3: 32,542 shares; 2025Q4: 21,771 shares; 2026Q1: 35,165 shares; 2026Q2: 44,826 shares 44,826 $1.79M 0.65% +9,661 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,984 shares; 2025Q4: 5,000 shares; 2026Q1: 4,944 shares; 2026Q2: 5,158 shares 5,158 $1.76M 0.64% +214 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,587 shares; 2025Q1: 13,651 shares; 2025Q2: 13,752 shares; 2025Q3: 15,497 shares; 2025Q4: 48,655 shares; 2026Q1: 37,691 shares; 2026Q2: 32,358 shares 32,358 $1.74M 0.63% -5,333 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,150 shares; 2024Q4: 26,150 shares; 2025Q1: 26,150 shares; 2025Q2: 26,150 shares; 2025Q3: 26,150 shares; 2025Q4: 26,150 shares; 2026Q1: 26,150 shares; 2026Q2: 27,676 shares 27,676 $1.68M 0.61% +1,526 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,828 shares; 2024Q4: 28,869 shares; 2025Q1: 28,949 shares; 2025Q2: 29,036 shares; 2025Q3: 25,919 shares; 2025Q4: 22,841 shares; 2026Q1: 22,906 shares; 2026Q2: 22,967 shares 22,967 $1.66M 0.6% +61 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,570 shares; 2024Q4: 12,767 shares; 2025Q1: 12,807 shares; 2025Q2: 14,279 shares; 2025Q3: 11,627 shares; 2025Q4: 11,827 shares; 2026Q1: 19,194 shares; 2026Q2: 19,090 shares 19,090 $1.6M 0.58% -104 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,339 shares; 2024Q4: 38,731 shares; 2025Q1: 45,964 shares; 2025Q2: 46,616 shares; 2025Q3: 41,327 shares; 2025Q4: 37,526 shares; 2026Q1: 33,581 shares; 2026Q2: 33,553 shares 33,553 $1.57M 0.57% -28 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,369 shares; 2024Q4: 13,127 shares; 2025Q1: 12,610 shares; 2025Q2: 12,886 shares; 2025Q3: 10,832 shares; 2025Q4: 10,843 shares; 2026Q1: 11,242 shares; 2026Q2: 9,594 shares 9,594 $1.52M 0.55% -1,648 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,534 shares; 2025Q3: 5,814 shares; 2025Q4: 5,801 shares; 2026Q1: 5,046 shares; 2026Q2: 5,514 shares 5,514 $1.5M 0.55% +468 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,240 shares; 2024Q4: 14,642 shares; 2025Q1: 14,836 shares; 2025Q2: 11,444 shares; 2025Q3: 14,427 shares; 2025Q4: 15,309 shares; 2026Q1: 14,802 shares; 2026Q2: 12,729 shares 12,729 $1.44M 0.52% -2,073 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,520 shares; 2024Q4: 27,032 shares; 2025Q1: 29,593 shares; 2025Q2: 29,800 shares; 2025Q3: 30,494 shares; 2025Q4: 31,589 shares; 2026Q1: 31,818 shares; 2026Q2: 31,661 shares 31,661 $1.34M 0.49% -157 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,407 shares; 2024Q4: 5,183 shares; 2025Q1: 5,564 shares; 2025Q2: 5,560 shares; 2025Q3: 4,473 shares; 2025Q4: 4,001 shares; 2026Q1: 6,052 shares; 2026Q2: 5,444 shares 5,444 $1.34M 0.49% -608 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 710 shares; 2025Q4: 738 shares; 2026Q1: 4,685 shares; 2026Q2: 4,702 shares 4,702 $1.32M 0.48% +17 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 260 shares; 2025Q1: 409 shares; 2025Q2: 724 shares; 2025Q3: 1,142 shares; 2025Q4: 1,115 shares; 2026Q1: 1,016 shares; 2026Q2: 1,292 shares 1,292 $1.21M 0.44% +276 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,041 shares; 2025Q3: 12,318 shares; 2025Q4: 11,829 shares; 2026Q1: 11,213 shares; 2026Q2: 11,787 shares 11,787 $1.2M 0.44% +574 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,096 shares; 2024Q4: 2,951 shares; 2025Q1: 2,983 shares; 2025Q2: 2,991 shares; 2025Q3: 2,999 shares; 2025Q4: 3,009 shares; 2026Q1: 3,015 shares; 2026Q2: 3,952 shares 3,952 $1.19M 0.43% +937 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,295 shares; 2024Q4: 20,758 shares; 2025Q1: 20,109 shares; 2025Q2: 20,110 shares; 2025Q3: 20,559 shares; 2025Q4: 20,833 shares; 2026Q1: 22,588 shares; 2026Q2: 22,744 shares 22,744 $1.1M 0.4% +156 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,501 shares; 2025Q1: 6,531 shares; 2025Q2: 6,583 shares; 2025Q3: 6,615 shares; 2025Q4: 6,726 shares; 2026Q1: 7,849 shares; 2026Q2: 15,408 shares 15,408 $1.1M 0.4% +7,559 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 827 shares; 2025Q4: 656 shares; 2026Q1: 474 shares; 2026Q2: 1,800 shares 1,800 $1.05M 0.38% +1,326 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,348 shares; 2025Q3: 3,188 shares; 2025Q4: 3,094 shares; 2026Q1: 3,108 shares; 2026Q2: 3,069 shares 3,069 $1.04M 0.38% -39 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424 shares; 2024Q4: 419 shares; 2025Q1: 452 shares; 2025Q2: 985 shares; 2025Q3: 1,729 shares; 2025Q4: 1,736 shares; 2026Q1: 1,740 shares; 2026Q2: 1,755 shares 1,755 $988K 0.36% +15 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,109 shares; 2025Q3: 9,528 shares; 2025Q4: 9,405 shares; 2026Q1: 9,287 shares; 2026Q2: 9,754 shares 9,754 $946K 0.34% +467 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,748 shares; 2025Q3: 6,220 shares; 2025Q4: 6,211 shares; 2026Q1: 6,168 shares; 2026Q2: 6,654 shares 6,654 $901K 0.33% +486 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,082 shares; 2024Q4: 8,515 shares; 2025Q1: 9,313 shares; 2025Q2: 8,372 shares; 2025Q3: 10,874 shares; 2025Q4: 8,803 shares; 2026Q1: 9,582 shares; 2026Q2: 9,339 shares 9,339 $901K 0.33% -243 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,085 shares; 2025Q1: 29,159 shares; 2025Q2: 29,685 shares; 2025Q3: 29,904 shares; 2025Q4: 25,603 shares; 2026Q1: 28,210 shares; 2026Q2: 26,782 shares 26,782 $896K 0.33% -1,428 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,058 shares; 2024Q4: 25,990 shares; 2025Q1: 5,273 shares; 2025Q2: 5,323 shares; 2025Q3: 6,093 shares; 2025Q4: 6,100 shares; 2026Q1: 7,019 shares; 2026Q2: 7,119 shares 7,119 $864K 0.31% +100 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,697 shares; 2024Q4: 7,704 shares; 2025Q1: 7,013 shares; 2025Q2: 7,013 shares; 2025Q3: 7,013 shares; 2025Q4: 7,019 shares; 2026Q1: 7,019 shares; 2026Q2: 7,019 shares 7,019 $822K 0.3% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,133 shares; 2025Q4: 5,763 shares; 2026Q1: 5,783 shares; 2026Q2: 5,350 shares 5,350 $774K 0.28% -433 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,842 shares; 2024Q4: 27,993 shares; 2025Q1: 28,148 shares; 2025Q2: 28,382 shares; 2025Q3: 28,623 shares; 2025Q4: 28,957 shares; 2026Q1: 37,199 shares; 2026Q2: 29,839 shares 29,839 $746K 0.27% -7,360 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,589 shares; 2024Q4: 1,509 shares; 2025Q1: 2,112 shares; 2025Q2: 1,980 shares; 2025Q3: 2,706 shares; 2025Q4: 2,664 shares; 2026Q1: 1,492 shares; 2026Q2: 2,172 shares 2,172 $745K 0.27% +680 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,154 shares; 2025Q4: 1,452 shares; 2026Q1: 1,453 shares; 2026Q2: 5,818 shares 5,818 $722K 0.26% +4,365 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,665 shares; 2025Q1: 3,683 shares; 2025Q2: 3,087 shares; 2025Q3: 5,847 shares; 2025Q4: 5,925 shares; 2026Q1: 5,758 shares; 2026Q2: 6,106 shares 6,106 $717K 0.26% +348 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,576 shares; 2024Q4: 1,509 shares; 2025Q1: 1,513 shares; 2025Q2: 1,517 shares; 2025Q3: 1,551 shares; 2025Q4: 1,440 shares; 2026Q1: 1,439 shares; 2026Q2: 1,451 shares 1,451 $694K 0.25% +12 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 517 shares; 2025Q3: 1,348 shares; 2025Q4: 1,355 shares; 2026Q1: 1,341 shares; 2026Q2: 1,374 shares 1,374 $690K 0.25% +33 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,282 shares; 2025Q4: 1,261 shares; 2026Q1: 1,067 shares; 2026Q2: 950 shares 950 $687K 0.25% -117 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,095 shares; 2024Q4: 39,088 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,289 shares; 2025Q4: 5,417 shares; 2026Q1: 12,718 shares; 2026Q2: 13,208 shares 13,208 $684K 0.25% +490 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 951 shares; 2025Q4: 641 shares; 2026Q1: 544 shares; 2026Q2: 540 shares 540 $624K 0.23% -4 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,871 shares; 2024Q4: 17,970 shares; 2025Q1: 22,980 shares; 2025Q2: 22,980 shares; 2025Q3: 22,980 shares; 2025Q4: 22,980 shares; 2026Q1: 22,980 shares; 2026Q2: 22,980 shares 22,980 $622K 0.23% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,187 shares; 2024Q4: 6,264 shares; 2025Q1: 6,264 shares; 2025Q2: 6,304 shares; 2025Q3: 6,366 shares; 2025Q4: 6,412 shares; 2026Q1: 6,451 shares; 2026Q2: 6,484 shares 6,484 $594K 0.22% +33 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,324 shares; 2024Q4: 2,325 shares; 2025Q1: 2,326 shares; 2025Q2: 2,327 shares; 2025Q3: 2,328 shares; 2025Q4: 2,329 shares; 2026Q1: 2,330 shares; 2026Q2: 2,330 shares 2,330 $588K 0.21% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,606 shares; 2024Q4: 6,476 shares; 2025Q1: 6,495 shares; 2025Q2: 6,534 shares; 2025Q3: 6,634 shares; 2025Q4: 6,406 shares; 2026Q1: 6,432 shares; 2026Q2: 6,761 shares 6,761 $584K 0.21% +329 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares; 2025Q4: 1,117 shares; 2026Q1: 1,090 shares; 2026Q2: 1,131 shares 1,131 $581K 0.21% +41 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: 13,938 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,121 shares; 2025Q4: 1,066 shares; 2026Q1: 1,033 shares; 2026Q2: 6,203 shares 6,203 $534K 0.19% +5,170 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: 4,723 shares; 2026Q2: 4,829 shares 4,829 $534K 0.19% +106 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,066 shares; 2025Q4: 1,856 shares; 2026Q1: 1,816 shares; 2026Q2: 1,816 shares 1,816 $512K 0.19% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,940 shares; 2025Q4: 5,060 shares; 2026Q1: 4,105 shares; 2026Q2: 3,576 shares 3,576 $499K 0.18% -529 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,298 shares; 2025Q4: 1,325 shares; 2026Q1: 1,360 shares; 2026Q2: 1,370 shares 1,370 $483K 0.18% +10 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,565 shares; 2024Q4: 4,674 shares; 2025Q1: 4,679 shares; 2025Q2: 4,693 shares; 2025Q3: 4,717 shares; 2025Q4: 4,808 shares; 2026Q1: 4,981 shares; 2026Q2: 8,051 shares 8,051 $481K 0.17% +3,070 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,659 shares; 2025Q4: 2,740 shares; 2026Q1: 4,246 shares; 2026Q2: 4,362 shares 4,362 $453K 0.16% +116 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 898 shares; 2025Q4: 1,477 shares; 2026Q1: 543 shares; 2026Q2: 1,648 shares 1,648 $415K 0.15% +1,105 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163 shares; 2025Q4: 142 shares; 2026Q1: 140 shares; 2026Q2: 3,554 shares 3,554 $402K 0.15% +3,414 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,022 shares; 2025Q4: 3,007 shares; 2026Q1: 3,061 shares; 2026Q2: 3,016 shares 3,016 $390K 0.14% -45 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,047 shares; 2024Q4: 1,051 shares; 2025Q1: 1,057 shares; 2025Q2: 1,063 shares; 2025Q3: 1,200 shares; 2025Q4: 1,205 shares; 2026Q1: 1,227 shares; 2026Q2: 1,204 shares 1,204 $379K 0.14% -23 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,762 shares; 2025Q4: 8,641 shares; 2026Q1: 8,641 shares; 2026Q2: 8,649 shares 8,649 $368K 0.13% +8 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,230 shares; 2025Q3: 17,088 shares; 2025Q4: 15,339 shares; 2026Q1: 15,191 shares; 2026Q2: 14,937 shares 14,937 $367K 0.13% -254 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,743 shares; 2025Q4: 1,955 shares; 2026Q1: 2,008 shares; 2026Q2: 4,482 shares 4,482 $367K 0.13% +2,474 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 942 shares 942 $363K 0.13% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 847 shares; 2025Q4: 845 shares; 2026Q1: 843 shares; 2026Q2: 841 shares 841 $359K 0.13% -2 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,480 shares; 2025Q4: 1,506 shares; 2026Q1: 1,061 shares; 2026Q2: 1,049 shares 1,049 $358K 0.13% -12 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 756 shares; 2025Q2: 667 shares; 2025Q3: 1,411 shares; 2025Q4: 1,371 shares; 2026Q1: 699 shares; 2026Q2: 1,566 shares 1,566 $353K 0.13% +867 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,353 shares; 2024Q4: 8,132 shares; 2025Q1: 8,188 shares; 2025Q2: 8,268 shares; 2025Q3: 8,260 shares; 2025Q4: 7,450 shares; 2026Q1: 7,567 shares; 2026Q2: 5,963 shares 5,963 $352K 0.13% -1,604 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,139 shares; 2025Q1: 7,177 shares; 2025Q2: 7,237 shares; 2025Q3: 6,691 shares; 2025Q4: 6,767 shares; 2026Q1: 6,805 shares; 2026Q2: 6,653 shares 6,653 $337K 0.12% -152 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,337 shares; 2024Q4: 7,148 shares; 2025Q1: 6,909 shares; 2025Q2: 6,560 shares; 2025Q3: 6,428 shares; 2025Q4: 6,095 shares; 2026Q1: 4,056 shares; 2026Q2: 3,025 shares 3,025 $331K 0.12% -1,031 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,370 shares; 2025Q4: 2,402 shares; 2026Q1: 2,402 shares; 2026Q2: 2,432 shares 2,432 $330K 0.12% +30 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,282 shares; 2024Q4: 5,771 shares; 2025Q1: 7,251 shares; 2025Q2: 6,644 shares; 2025Q3: 6,602 shares; 2025Q4: 7,670 shares; 2026Q1: 5,700 shares; 2026Q2: 3,523 shares 3,523 $323K 0.12% -2,177 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 667 shares; 2026Q2: 667 shares 667 $322K 0.12% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,906 shares 2,906 $321K 0.12% new Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,834 shares; 2025Q4: 3,834 shares; 2026Q1: 3,834 shares; 2026Q2: 3,834 shares 3,834 $318K 0.12% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 286 shares; 2025Q4: 287 shares; 2026Q1: 260 shares; 2026Q2: 861 shares 861 $312K 0.11% +601 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,487 shares; 2024Q4: 2,497 shares; 2025Q1: 2,056 shares; 2025Q2: 2,056 shares; 2025Q3: 1,822 shares; 2025Q4: 1,854 shares; 2026Q1: 1,706 shares; 2026Q2: 1,317 shares 1,317 $312K 0.11% -389 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,346 shares; 2024Q4: 12,390 shares; 2025Q1: 12,417 shares; 2025Q2: 12,459 shares; 2025Q3: 12,104 shares; 2025Q4: 10,575 shares; 2026Q1: 10,199 shares; 2026Q2: 10,202 shares 10,202 $311K 0.11% +3 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,376 shares 1,376 $308K 0.11% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,376 shares 1,376 $304K 0.11% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83 shares; 2025Q4: 126 shares; 2026Q1: 130 shares; 2026Q2: 131 shares 131 $298K 0.11% +1 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,351 shares; 2024Q4: 7,401 shares; 2025Q1: 7,401 shares; 2025Q2: 7,401 shares; 2025Q3: 7,559 shares; 2025Q4: 7,631 shares; 2026Q1: 5,905 shares; 2026Q2: 5,905 shares 5,905 $296K 0.11% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,698 shares; 2025Q4: 3,698 shares; 2026Q1: 3,632 shares; 2026Q2: 3,632 shares 3,632 $294K 0.11% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 63 shares; 2026Q1: 64 shares; 2026Q2: 2,441 shares 2,441 $293K 0.11% +2,377 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,548 shares; 2024Q4: 4,548 shares; 2025Q1: 4,355 shares; 2025Q2: 4,355 shares; 2025Q3: 4,030 shares; 2025Q4: 4,030 shares; 2026Q1: 3,230 shares; 2026Q2: 3,230 shares 3,230 $293K 0.11% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,173 shares; 2024Q4: 3,203 shares; 2025Q1: 3,398 shares; 2025Q2: 3,404 shares; 2025Q3: 3,380 shares; 2025Q4: 3,213 shares; 2026Q1: 2,934 shares; 2026Q2: 2,194 shares 2,194 $289K 0.11% -740 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,275 shares; 2025Q1: 2,775 shares; 2025Q2: 2,772 shares; 2025Q3: 2,772 shares; 2025Q4: 2,877 shares; 2026Q1: 1,720 shares; 2026Q2: 1,841 shares 1,841 $283K 0.1% +121 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,196 shares; 2024Q4: 2,180 shares; 2025Q1: 2,237 shares; 2025Q2: 2,196 shares; 2025Q3: 2,205 shares; 2025Q4: 2,188 shares; 2026Q1: 1,642 shares; 2026Q2: 1,468 shares 1,468 $272K 0.1% -174 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,285 shares; 2025Q3: 7,272 shares; 2025Q4: 6,374 shares; 2026Q1: 6,385 shares; 2026Q2: 6,294 shares 6,294 $272K 0.1% -91 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,820 shares; 2024Q4: 4,930 shares; 2025Q1: 4,967 shares; 2025Q2: 5,005 shares; 2025Q3: 3,645 shares; 2025Q4: 3,701 shares; 2026Q1: 3,701 shares; 2026Q2: 3,870 shares 3,870 $267K 0.1% +169 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423 shares; 2025Q4: 1,406 shares; 2026Q1: 1,377 shares; 2026Q2: 1,402 shares 1,402 $266K 0.1% +25 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,659 shares; 2025Q4: 1,638 shares; 2026Q1: 3,060 shares; 2026Q2: 6,242 shares 6,242 $264K 0.1% +3,182 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,027 shares; 2026Q2: 3,264 shares 3,264 $263K 0.1% +1,237 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 760 shares; 2025Q4: 750 shares; 2026Q1: 799 shares; 2026Q2: 826 shares 826 $261K 0.09% +27 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,655 shares; 2025Q4: 1,848 shares; 2026Q1: 1,219 shares; 2026Q2: 2,833 shares 2,833 $257K 0.09% +1,614 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,039 shares 5,039 $253K 0.09% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,653 shares; 2025Q4: 5,653 shares; 2026Q1: 5,653 shares; 2026Q2: 5,653 shares 5,653 $253K 0.09% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,064 shares; 2025Q4: 1,052 shares; 2026Q1: 1,071 shares; 2026Q2: 1,060 shares 1,060 $241K 0.09% -11 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,987 shares 1,987 $237K 0.09% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,506 shares; 2026Q1: 3,518 shares; 2026Q2: 3,538 shares 3,538 $235K 0.09% +20 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128 shares; 2025Q4: 172 shares; 2026Q1: 177 shares; 2026Q2: 172 shares 172 $235K 0.09% -5 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104 shares; 2025Q4: 118 shares; 2026Q1: 110 shares; 2026Q2: 360 shares 360 $229K 0.08% +250 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,160 shares; 2025Q1: 2,170 shares; 2025Q2: 2,187 shares; 2025Q3: 2,203 shares; 2025Q4: 2,226 shares; 2026Q1: 2,238 shares; 2026Q2: 2,255 shares 2,255 $228K 0.08% +17 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,670 shares; 2025Q2: 14,678 shares; 2025Q3: 14,685 shares; 2025Q4: 14,685 shares; 2026Q1: 14,685 shares; 2026Q2: 14,685 shares 14,685 $227K 0.08% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 325 shares; 2026Q1: 336 shares; 2026Q2: 315 shares 315 $224K 0.08% -21 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575 shares; 2025Q4: 591 shares; 2026Q1: 587 shares; 2026Q2: 559 shares 559 $222K 0.08% -28 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,022 shares; 2025Q2: 907 shares; 2025Q3: 1,535 shares; 2025Q4: 1,489 shares; 2026Q1: 781 shares; 2026Q2: 780 shares 780 $218K 0.08% -1 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 674 shares; 2025Q4: 916 shares; 2026Q1: 843 shares; 2026Q2: 841 shares 841 $215K 0.08% -2 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,207 shares 4,207 $215K 0.08% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 372 shares; 2025Q4: 3,700 shares; 2026Q1: 3,466 shares; 2026Q2: 2,950 shares 2,950 $211K 0.08% -516 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 580 shares; 2025Q4: 422 shares; 2026Q1: 447 shares; 2026Q2: 427 shares 427 $210K 0.08% -20 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,535 shares; 2025Q4: 8,535 shares; 2026Q1: 8,320 shares; 2026Q2: 8,320 shares 8,320 $209K 0.08% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,081 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares; 2026Q2: 1,086 shares 1,086 $208K 0.08% +3 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,211 shares; 2025Q4: 2,211 shares; 2026Q1: 2,211 shares; 2026Q2: 2,211 shares 2,211 $207K 0.08% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,224 shares; 2026Q1: 677 shares; 2026Q2: 677 shares 677 $205K 0.07% 0 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 223 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 538 shares 538 $203K 0.07% +321 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 514 shares; 2026Q1: 242 shares; 2026Q2: 260 shares 260 $199K 0.07% +18 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362 shares; 2024Q4: 363 shares; 2025Q1: 377 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 364 shares; 2026Q1: 360 shares; 2026Q2: 1,638 shares 1,638 $196K 0.07% +1,278 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: 699 shares; 2026Q1: 9,459 shares; 2026Q2: 9,362 shares 9,362 $194K 0.07% -97 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 818 shares; 2025Q4: 745 shares; 2026Q1: 722 shares; 2026Q2: 1,623 shares 1,623 $192K 0.07% +901 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares; 2026Q2: 3,510 shares 3,510 $188K 0.07% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,342 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares; 2026Q2: 2,727 shares 2,727 $187K 0.07% +352 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,022 shares; 2025Q2: 1,742 shares; 2025Q3: 2,395 shares; 2025Q4: 2,559 shares; 2026Q1: 1,143 shares; 2026Q2: 1,187 shares 1,187 $180K 0.07% +44 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,924 shares; 2025Q4: 3,747 shares; 2026Q1: 3,771 shares; 2026Q2: 3,764 shares 3,764 $179K 0.07% -7 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 504 shares; 2025Q4: 2,543 shares; 2026Q1: 1,749 shares; 2026Q2: 1,725 shares 1,725 $171K 0.06% -24 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 29 shares; 2026Q1: 25 shares; 2026Q2: 563 shares 563 $170K 0.06% +538 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171 shares; 2025Q4: 1,538 shares; 2026Q1: 1,630 shares; 2026Q2: 1,553 shares 1,553 $169K 0.06% -77 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 554 shares; 2025Q4: 546 shares; 2026Q1: 768 shares; 2026Q2: 1,014 shares 1,014 $168K 0.06% +246 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,608 shares; 2025Q4: 1,605 shares; 2026Q1: 1,605 shares; 2026Q2: 1,538 shares 1,538 $166K 0.06% -67 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $165K 0.06% 0 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,327 shares; 2025Q4: 3,229 shares; 2026Q1: 3,290 shares; 2026Q2: 3,169 shares 3,169 $165K 0.06% -121 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383 shares; 2025Q4: 383 shares; 2026Q1: 13 shares; 2026Q2: 316 shares 316 $164K 0.06% +303 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 12 shares; 2026Q1: 8 shares; 2026Q2: 153 shares 153 $163K 0.06% +145 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,010 shares; 2025Q4: 2,010 shares; 2026Q1: 2,010 shares; 2026Q2: 2,010 shares 2,010 $162K 0.06% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 566 shares; 2026Q2: 251 shares 251 $160K 0.06% -315 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,030 shares; 2025Q4: 1,071 shares; 2026Q1: 1,075 shares; 2026Q2: 1,077 shares 1,077 $158K 0.06% +2 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 339 shares; 2025Q3: 671 shares; 2025Q4: 578 shares; 2026Q1: 581 shares; 2026Q2: 599 shares 599 $156K 0.06% +18 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,830 shares; 2025Q4: 1,765 shares; 2026Q1: 1,766 shares; 2026Q2: 1,772 shares 1,772 $156K 0.06% +6 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,743 shares; 2025Q4: 4,653 shares; 2026Q1: 4,653 shares; 2026Q2: 4,188 shares 4,188 $155K 0.06% -465 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,751 shares; 2025Q4: 4,799 shares; 2026Q1: 4,839 shares; 2026Q2: 4,877 shares 4,877 $155K 0.06% +38 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 602 shares; 2025Q4: 576 shares; 2026Q1: 595 shares; 2026Q2: 585 shares 585 $154K 0.06% -10 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,177 shares; 2025Q2: 11,236 shares; 2025Q3: 11,313 shares; 2025Q4: 11,314 shares; 2026Q1: 11,314 shares; 2026Q2: 11,314 shares 11,314 $150K 0.05% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,090 shares; 2025Q4: 763 shares; 2026Q1: 960 shares; 2026Q2: 632 shares 632 $150K 0.05% -328 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 726 shares; 2025Q4: 776 shares; 2026Q1: 732 shares; 2026Q2: 1,020 shares 1,020 $149K 0.05% +288 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,467 shares; 2024Q4: 1,472 shares; 2025Q1: 1,046 shares; 2025Q2: 1,046 shares; 2025Q3: 1,034 shares; 2025Q4: 962 shares; 2026Q1: 814 shares; 2026Q2: 496 shares 496 $148K 0.05% -318 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 1,919 shares; 2026Q1: 1,919 shares; 2026Q2: 1,919 shares 1,919 $147K 0.05% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 769 shares; 2026Q1: 769 shares; 2026Q2: 769 shares 769 $147K 0.05% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 34 shares; 2026Q1: 144 shares; 2026Q2: 140 shares 140 $146K 0.05% -4 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 889 shares 889 $144K 0.05% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,025 shares; 2025Q4: 1,036 shares; 2026Q1: 1,043 shares; 2026Q2: 5,248 shares 5,248 $144K 0.05% +4,205 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 868 shares; 2026Q2: 868 shares 868 $139K 0.05% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,420 shares; 2025Q4: 1,388 shares; 2026Q1: 1,413 shares; 2026Q2: 989 shares 989 $138K 0.05% -424 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117 shares; 2025Q4: 5,009 shares; 2026Q1: 2,587 shares; 2026Q2: 2,587 shares 2,587 $138K 0.05% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 649 shares; 2025Q2: 671 shares; 2025Q3: 1,686 shares; 2025Q4: 1,118 shares; 2026Q1: 965 shares; 2026Q2: 1,092 shares 1,092 $136K 0.05% +127 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,347 shares; 2025Q4: 849 shares; 2026Q1: 819 shares; 2026Q2: 815 shares 815 $135K 0.05% -4 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 252 shares; 2025Q4: 253 shares; 2026Q1: 254 shares; 2026Q2: 255 shares 255 $134K 0.05% +1 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,447 shares; 2024Q4: 26,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 591 shares; 2025Q4: 2,349 shares; 2026Q1: 3,528 shares; 2026Q2: 3,589 shares 3,589 $133K 0.05% +61 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 161 shares; 2025Q4: 157 shares; 2026Q1: 167 shares; 2026Q2: 167 shares 167 $133K 0.05% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares; 2025Q4: 1,382 shares; 2026Q1: 1,382 shares; 2026Q2: 1,386 shares 1,386 $133K 0.05% +4 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,977 shares; 2025Q2: 11,013 shares; 2025Q3: 11,013 shares; 2025Q4: 11,013 shares; 2026Q1: 11,013 shares; 2026Q2: 11,013 shares 11,013 $132K 0.05% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,004 shares; 2025Q4: 1,009 shares; 2026Q1: 1,014 shares; 2026Q2: 1,017 shares 1,017 $130K 0.05% +3 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114 shares; 2025Q4: 115 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $129K 0.05% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 588 shares; 2025Q4: 629 shares; 2026Q1: 636 shares; 2026Q2: 576 shares 576 $127K 0.05% -60 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 871 shares; 2025Q3: 901 shares; 2025Q4: 903 shares; 2026Q1: 149 shares; 2026Q2: 319 shares 319 $127K 0.05% +170 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 471 shares; 2025Q4: 486 shares; 2026Q1: 464 shares; 2026Q2: 506 shares 506 $126K 0.05% +42 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242 shares; 2025Q4: 250 shares; 2026Q1: 179 shares; 2026Q2: 239 shares 239 $126K 0.05% +60 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 665 shares; 2025Q4: 700 shares; 2026Q1: 804 shares; 2026Q2: 5,206 shares 5,206 $125K 0.05% +4,402 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares; 2026Q2: 420 shares 420 $125K 0.05% +353 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,593 shares; 2025Q4: 1,574 shares; 2026Q1: 1,562 shares; 2026Q2: 1,535 shares 1,535 $124K 0.05% -27 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,427 shares; 2025Q4: 1,375 shares; 2026Q1: 1,414 shares; 2026Q2: 1,381 shares 1,381 $123K 0.04% -33 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares; 2026Q1: 1,155 shares; 2026Q2: 1,155 shares 1,155 $123K 0.04% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,066 shares; 2025Q4: 1,017 shares; 2026Q1: 963 shares; 2026Q2: 903 shares 903 $122K 0.04% -60 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174 shares; 2025Q4: 175 shares; 2026Q1: 113 shares; 2026Q2: 126 shares 126 $121K 0.04% +13 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 272 shares; 2025Q4: 281 shares; 2026Q1: 202 shares; 2026Q2: 1,216 shares 1,216 $120K 0.04% +1,014 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 369 shares; 2025Q4: 377 shares; 2026Q1: 408 shares; 2026Q2: 316 shares 316 $118K 0.04% -92 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,503 shares; 2025Q4: 1,440 shares; 2026Q1: 963 shares; 2026Q2: 926 shares 926 $117K 0.04% -37 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,086 shares; 2025Q2: 8,101 shares; 2025Q3: 8,117 shares; 2025Q4: 8,137 shares; 2026Q1: 2,443 shares; 2026Q2: 2,459 shares 2,459 $117K 0.04% +16 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,592 shares; 2025Q4: 2,409 shares; 2026Q1: 2,264 shares; 2026Q2: 2,214 shares 2,214 $116K 0.04% -50 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,568 shares; 2025Q4: 1,578 shares; 2026Q1: 1,020 shares; 2026Q2: 2,051 shares 2,051 $115K 0.04% +1,031 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 365 shares; 2025Q4: 445 shares; 2026Q1: 412 shares; 2026Q2: 384 shares 384 $115K 0.04% -28 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 411 shares; 2025Q4: 395 shares; 2026Q1: 261 shares; 2026Q2: 279 shares 279 $114K 0.04% +18 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,949 shares; 2025Q4: 6,888 shares; 2026Q1: 6,895 shares; 2026Q2: 6,900 shares 6,900 $113K 0.04% +5 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 423 shares; 2025Q4: 435 shares; 2026Q1: 401 shares; 2026Q2: 292 shares 292 $113K 0.04% -109 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares; 2026Q2: 2,126 shares 2,126 $111K 0.04% +1,061 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,989 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares; 2026Q2: 2,975 shares 2,975 $111K 0.04% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,571 shares; 2025Q4: 1,579 shares; 2026Q1: 1,948 shares; 2026Q2: 1,871 shares 1,871 $109K 0.04% -77 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 560 shares; 2025Q4: 348 shares; 2026Q1: 357 shares; 2026Q2: 367 shares 367 $108K 0.04% +10 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 326 shares; 2025Q4: 328 shares; 2026Q1: 329 shares; 2026Q2: 1,321 shares 1,321 $106K 0.04% +992 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 612 shares; 2026Q1: 656 shares; 2026Q2: 1,463 shares 1,463 $105K 0.04% +807 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 710 shares; 2025Q4: 695 shares; 2026Q1: 698 shares; 2026Q2: 674 shares 674 $104K 0.04% -24 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,795 shares; 2025Q4: 1,762 shares; 2026Q1: 1,891 shares; 2026Q2: 1,257 shares 1,257 $102K 0.04% -634 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 868 shares; 2025Q4: 1,338 shares; 2026Q1: 1,389 shares; 2026Q2: 1,321 shares 1,321 $102K 0.04% -68 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,797 shares; 2025Q4: 1,859 shares; 2026Q1: 2,091 shares; 2026Q2: 2,172 shares 2,172 $101K 0.04% +81 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 756 shares; 2026Q1: 545 shares; 2026Q2: 547 shares 547 $101K 0.04% +2 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 527 shares; 2026Q2: 527 shares 527 $100K 0.04% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,361 shares; 2025Q4: 1,361 shares; 2026Q1: 1,346 shares; 2026Q2: 1,346 shares 1,346 $100K 0.04% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 551 shares; 2026Q1: 632 shares; 2026Q2: 589 shares 589 $100K 0.04% -43 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,933 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares; 2026Q2: 1,965 shares 1,965 $98.2K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 351 shares; 2025Q4: 414 shares; 2026Q1: 421 shares; 2026Q2: 468 shares 468 $97.8K 0.04% +47 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 268 shares; 2025Q4: 273 shares; 2026Q1: 247 shares; 2026Q2: 707 shares 707 $96.7K 0.04% +460 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 897 shares; 2025Q4: 448 shares; 2026Q1: 443 shares; 2026Q2: 469 shares 469 $96.1K 0.03% +26 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,414 shares; 2025Q4: 4,002 shares; 2026Q1: 4,160 shares; 2026Q2: 3,904 shares 3,904 $95.5K 0.03% -256 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 570 shares; 2025Q4: 571 shares; 2026Q1: 572 shares; 2026Q2: 558 shares 558 $95K 0.03% -14 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178 shares; 2025Q4: 175 shares; 2026Q1: 159 shares; 2026Q2: 228 shares 228 $94.9K 0.03% +69 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 248 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214 $92.1K 0.03% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 257 shares; 2025Q4: 247 shares; 2026Q1: 261 shares; 2026Q2: 261 shares 261 $91.4K 0.03% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,012 shares; 2025Q4: 938 shares; 2026Q1: 996 shares; 2026Q2: 964 shares 964 $87.2K 0.03% -32 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 667 shares; 2025Q4: 650 shares; 2026Q1: 666 shares; 2026Q2: 419 shares 419 $86K 0.03% -247 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,188 shares; 2025Q4: 2,193 shares; 2026Q1: 2,195 shares; 2026Q2: 2,204 shares 2,204 $86K 0.03% +9 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178 shares; 2025Q4: 179 shares; 2026Q1: 180 shares; 2026Q2: 427 shares 427 $85.4K 0.03% +247 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 879 shares 879 $85.3K 0.03% +873 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 801 shares; 2025Q4: 304 shares; 2026Q1: 201 shares; 2026Q2: 191 shares 191 $85.2K 0.03% -10 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 389 shares 389 $85K 0.03% +143 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 63 shares; 2026Q1: 0 shares; 2026Q2: 615 shares 615 $84.9K 0.03% +615 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,021 shares; 2024Q4: 1,022 shares; 2025Q1: 1,030 shares; 2025Q2: 902 shares; 2025Q3: 1,161 shares; 2025Q4: 900 shares; 2026Q1: 729 shares; 2026Q2: 532 shares 532 $83.6K 0.03% -197 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,178 shares; 2025Q4: 1,165 shares; 2026Q1: 1,165 shares; 2026Q2: 1,165 shares 1,165 $83.5K 0.03% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 857 shares; 2025Q4: 1,717 shares; 2026Q1: 708 shares; 2026Q2: 709 shares 709 $83.2K 0.03% +1 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 912 shares 912 $83.2K 0.03% new Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $81.2K 0.03% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,060 shares; 2025Q4: 4,156 shares; 2026Q1: 4,269 shares; 2026Q2: 4,380 shares 4,380 $81.2K 0.03% +111 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $80.5K 0.03% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,260 shares; 2025Q4: 1,421 shares; 2026Q1: 190 shares; 2026Q2: 551 shares 551 $78.9K 0.03% +361 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,465 shares; 2025Q4: 1,224 shares; 2026Q1: 528 shares; 2026Q2: 413 shares 413 $78.8K 0.03% -115 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 352 shares 352 $77.2K 0.03% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 231 shares; 2025Q4: 233 shares; 2026Q1: 235 shares; 2026Q2: 740 shares 740 $76.6K 0.03% +505 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60 shares; 2026Q1: not reported; 2026Q2: 763 shares 763 $76.5K 0.03% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387 shares; 2025Q4: 362 shares; 2026Q1: 402 shares; 2026Q2: 384 shares 384 $74.7K 0.03% -18 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,028 shares; 2025Q4: 1,031 shares; 2026Q1: 1,034 shares; 2026Q2: 1,037 shares 1,037 $72.6K 0.03% +3 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 737 shares; 2025Q4: 740 shares; 2026Q1: 744 shares; 2026Q2: 746 shares 746 $71.9K 0.03% +2 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155 shares; 2025Q4: 157 shares; 2026Q1: 160 shares; 2026Q2: 155 shares 155 $71.3K 0.03% -5 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 537 shares; 2025Q4: 540 shares; 2026Q1: 543 shares; 2026Q2: 486 shares 486 $71.3K 0.03% -57 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,149 shares; 2025Q4: 6,328 shares; 2026Q1: 6,514 shares; 2026Q2: 6,373 shares 6,373 $71.2K 0.03% -141 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,005 shares; 2025Q4: 1,034 shares; 2026Q1: 1,036 shares; 2026Q2: 925 shares 925 $70.9K 0.03% -111 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares; 2026Q2: 1,310 shares 1,310 $68.6K 0.02% 0 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 904 shares 904 $68.5K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 52 shares; 2026Q1: 157 shares; 2026Q2: 58 shares 58 $68.3K 0.02% -99 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,109 shares 2,109 $68.3K 0.02% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $67K 0.02% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 856 shares; 2026Q1: 856 shares; 2026Q2: 856 shares 856 $66.6K 0.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,107 shares; 2025Q4: 1,128 shares; 2026Q1: 1,150 shares; 2026Q2: 1,176 shares 1,176 $66.4K 0.02% +26 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 621 shares 621 $65.9K 0.02% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 31 shares; 2026Q1: 23 shares; 2026Q2: 367 shares 367 $65.3K 0.02% +344 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 382 shares; 2025Q4: 385 shares; 2026Q1: 371 shares; 2026Q2: 334 shares 334 $65.3K 0.02% -37 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 289 shares; 2025Q4: 215 shares; 2026Q1: 204 shares; 2026Q2: 1,145 shares 1,145 $65K 0.02% +941 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,950 shares; 2025Q4: 1,872 shares; 2026Q1: 1,891 shares; 2026Q2: 1,214 shares 1,214 $63.9K 0.02% -677 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 445 shares 445 $63.8K 0.02% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 606 shares; 2026Q2: 769 shares 769 $63.5K 0.02% +163 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,523 shares; 2026Q2: 5,523 shares 5,523 $62.9K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,276 shares; 2025Q4: 1,367 shares; 2026Q1: 218 shares; 2026Q2: 683 shares 683 $62.7K 0.02% +465 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,644 shares; 2025Q4: 4,580 shares; 2026Q1: 4,580 shares; 2026Q2: 4,580 shares 4,580 $62.5K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $62.2K 0.02% 0 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,107 shares; 2025Q4: 2,149 shares; 2026Q1: 2,240 shares; 2026Q2: 2,290 shares 2,290 $61.5K 0.02% +50 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,126 shares; 2026Q1: 4,964 shares; 2026Q2: 4,728 shares 4,728 $61.3K 0.02% -236 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 441 shares; 2025Q4: 396 shares; 2026Q1: 355 shares; 2026Q2: 272 shares 272 $61.2K 0.02% -83 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: 131 shares; 2025Q3: 131 shares; 2025Q4: 131 shares; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $60.1K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 441 shares 441 $58.7K 0.02% +1 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $58K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50 shares; 2025Q4: 45 shares; 2026Q1: 28 shares; 2026Q2: 251 shares 251 $57.6K 0.02% +223 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 215 shares; 2025Q4: 215 shares; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $56.9K 0.02% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113 shares; 2025Q4: 207 shares; 2026Q1: 207 shares; 2026Q2: 207 shares 207 $55.9K 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 736 shares; 2025Q4: 721 shares; 2026Q1: 642 shares; 2026Q2: 605 shares 605 $55.8K 0.02% -37 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783 shares; 2024Q4: 678 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: 395 shares; 2026Q1: 393 shares; 2026Q2: 132 shares 132 $55.7K 0.02% -261 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 425 shares 425 $55.5K 0.02% +397 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 236 shares; 2025Q4: 245 shares; 2026Q1: 222 shares; 2026Q2: 228 shares 228 $53.8K 0.02% +6 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,581 shares; 2025Q4: 1,550 shares; 2026Q1: 1,282 shares; 2026Q2: 1,282 shares 1,282 $53.8K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,936 shares; 2024Q4: 5,946 shares; 2025Q1: 5,879 shares; 2025Q2: 5,886 shares; 2025Q3: 5,694 shares; 2025Q4: 5,702 shares; 2026Q1: 5,646 shares; 2026Q2: 634 shares 634 $52.1K 0.02% -5,012 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,007 shares; 2026Q1: 1,014 shares; 2026Q2: 1,024 shares 1,024 $51K 0.02% +10 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 171 shares; 2025Q4: 217 shares; 2026Q1: 211 shares; 2026Q2: 207 shares 207 $50.9K 0.02% -4 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 122 shares 122 $50.7K 0.02% +16 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 153 shares 153 $50.6K 0.02% +93 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,680 shares; 2026Q1: 11,680 shares; 2026Q2: 9,952 shares 9,952 $50.4K 0.02% -1,728 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192 shares; 2025Q4: 263 shares; 2026Q1: 341 shares; 2026Q2: 874 shares 874 $50.3K 0.02% +533 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,361 shares; 2025Q4: 1,342 shares; 2026Q1: 1,342 shares; 2026Q2: 1,360 shares 1,360 $50.3K 0.02% +18 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,327 shares; 2025Q4: 1,343 shares; 2026Q1: 1,360 shares; 2026Q2: 1,376 shares 1,376 $50.2K 0.02% +16 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 244 shares; 2025Q4: 245 shares; 2026Q1: 235 shares; 2026Q2: 274 shares 274 $50K 0.02% +39 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,018 shares; 2025Q4: 1,248 shares; 2026Q1: 1,175 shares; 2026Q2: 1,862 shares 1,862 $49.6K 0.02% +687 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,600 shares; 2025Q4: 3,560 shares; 2026Q1: 3,560 shares; 2026Q2: 3,560 shares 3,560 $49.2K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 180 shares 180 $48.6K 0.02% +105 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 228 shares 228 $48.6K 0.02% +146 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,984 shares; 2025Q4: 1,984 shares; 2026Q1: 1,984 shares; 2026Q2: 1,984 shares 1,984 $48.6K 0.02% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 732 shares; 2025Q4: 730 shares; 2026Q1: 723 shares; 2026Q2: 1,005 shares 1,005 $48.3K 0.02% +282 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 322 shares 322 $45.9K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 101 shares 101 $45.8K 0.02% +9 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132 shares; 2025Q4: 126 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $43.2K 0.02% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 310 shares 310 $42.8K 0.02% +10 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89 shares; 2025Q4: not reported; 2026Q1: 355 shares; 2026Q2: 1,222 shares 1,222 $42.5K 0.02% +867 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 553 shares; 2025Q4: 560 shares; 2026Q1: 505 shares; 2026Q2: 510 shares 510 $42.2K 0.02% +5 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 127 shares; 2026Q1: 0 shares; 2026Q2: 358 shares 358 $42.1K 0.02% +358 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $40.5K 0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $40.2K 0.01% 0 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,717 shares; 2026Q2: 4,717 shares 4,717 $39.7K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: 118 shares; 2026Q1: 116 shares; 2026Q2: 327 shares 327 $39.6K 0.01% +211 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 230 shares 230 $39K 0.01% +124 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 244 shares 244 $37.6K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 456 shares; 2025Q4: 349 shares; 2026Q1: 350 shares; 2026Q2: 334 shares 334 $37.4K 0.01% -16 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 274 shares 274 $37.2K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 178 shares; 2025Q4: 177 shares; 2026Q1: 175 shares; 2026Q2: 154 shares 154 $36.8K 0.01% -21 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,430 shares; 2025Q2: 11,430 shares; 2025Q3: 11,430 shares; 2025Q4: 11,430 shares; 2026Q1: 11,430 shares; 2026Q2: 11,430 shares 11,430 $36.7K 0.01% 0 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314 shares; 2026Q2: 314 shares 314 $36.2K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 409 shares 409 $36.2K 0.01% -60 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 383 shares; 2026Q2: 383 shares 383 $36.2K 0.01% 0 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares; 2026Q2: 1,993 shares 1,993 $35.7K 0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89 shares; 2025Q4: 83 shares; 2026Q1: 91 shares; 2026Q2: 94 shares 94 $35K 0.01% +3 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,769 shares; 2025Q4: 1,828 shares; 2026Q1: 1,862 shares; 2026Q2: 1,894 shares 1,894 $35K 0.01% +32 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: 195 shares; 2026Q1: 192 shares; 2026Q2: 265 shares 265 $34.9K 0.01% +73 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,564 shares; 2025Q4: 1,564 shares; 2026Q1: 719 shares; 2026Q2: 247 shares 247 $34.9K 0.01% -472 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,276 shares; 2025Q4: 1,302 shares; 2026Q1: 1,328 shares; 2026Q2: 1,354 shares 1,354 $34.6K 0.01% +26 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 178 shares 178 $33.7K 0.01% -1 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 339 shares; 2026Q1: 146 shares; 2026Q2: 295 shares 295 $33.4K 0.01% +149 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,337 shares; 2025Q4: 2,345 shares; 2026Q1: 1,727 shares; 2026Q2: 495 shares 495 $33.2K 0.01% -1,232 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 1,549 shares; 2026Q1: 734 shares; 2026Q2: 627 shares 627 $32.9K 0.01% -107 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $32.6K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $32.4K 0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 460 shares 460 $32.2K 0.01% +448 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 78 shares; 2026Q1: 85 shares; 2026Q2: 379 shares 379 $32.1K 0.01% +294 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 236 shares 236 $32K 0.01% +69 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 166 shares; 2026Q2: 168 shares 168 $31.8K 0.01% +2 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 141 shares; 2025Q4: 120 shares; 2026Q1: 110 shares; 2026Q2: 107 shares 107 $31.5K 0.01% -3 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78 shares; 2026Q1: 51 shares; 2026Q2: 115 shares 115 $31.4K 0.01% +64 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 91 shares 91 $31.2K 0.01% new Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 209 shares; 2025Q4: 212 shares; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $31K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 27 shares; 2026Q1: 42 shares; 2026Q2: 89 shares 89 $30.7K 0.01% +47 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 22 shares 22 $30.7K 0.01% +1 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 670 shares; 2025Q4: 676 shares; 2026Q1: 683 shares; 2026Q2: 689 shares 689 $30.3K 0.01% +6 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 201 shares 201 $29.8K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 393 shares; 2025Q4: 608 shares; 2026Q1: 513 shares; 2026Q2: 484 shares 484 $29.5K 0.01% -29 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 482 shares; 2026Q1: 511 shares; 2026Q2: 580 shares 580 $28.9K 0.01% +69 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $28.9K 0.01% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,561 shares; 2026Q1: 1,188 shares; 2026Q2: 1,188 shares 1,188 $28.5K 0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 908 shares; 2025Q4: 908 shares; 2026Q1: 908 shares; 2026Q2: 908 shares 908 $27.2K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 802 shares; 2026Q2: 802 shares 802 $27.1K 0.01% 0 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 692 shares; 2026Q2: 692 shares 692 $27K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 290 shares; 2026Q2: 290 shares 290 $26.7K 0.01% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118 shares 118 $26.3K 0.01% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 303 shares; 2026Q1: 258 shares; 2026Q2: 258 shares 258 $26.2K 0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 232 shares; 2026Q1: not reported; 2026Q2: 887 shares 887 $25K 0.01% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: 812 shares; 2026Q1: 813 shares; 2026Q2: 361 shares 361 $24.9K 0.01% -452 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,628 shares; 2025Q4: 1,628 shares; 2026Q1: 156 shares; 2026Q2: 156 shares 156 $24.4K 0.01% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,272 shares; 2025Q4: 2,297 shares; 2026Q1: 2,305 shares; 2026Q2: 872 shares 872 $24.1K 0.01% -1,433 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 675 shares 675 $23.9K 0.01% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,884 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 138 shares; 2025Q4: 139 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $23.6K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 343 shares 343 $23K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181 shares; 2025Q4: 215 shares; 2026Q1: 216 shares; 2026Q2: 165 shares 165 $22K 0.01% -51 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $21.9K 0.01% 0 Timeline FTXN FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 639 shares; 2025Q4: 644 shares; 2026Q1: 646 shares; 2026Q2: 649 shares 649 $21.7K 0.01% +3 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 577 shares; 2026Q2: 584 shares 584 $21K 0.01% +7 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 809 shares; 2026Q2: 796 shares 796 $20.7K 0.01% -13 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 79 shares; 2026Q1: 93 shares; 2026Q2: 221 shares 221 $20.3K 0.01% +128 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,220 shares; 2025Q4: 1,208 shares; 2026Q1: 1,116 shares; 2026Q2: 281 shares 281 $20.3K 0.01% -835 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 362 shares; 2026Q1: 364 shares; 2026Q2: 365 shares 365 $19.6K 0.01% +1 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 292 shares; 2025Q4: 293 shares; 2026Q1: 313 shares; 2026Q2: 287 shares 287 $19.6K 0.01% -26 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 42 shares; 2026Q2: 42 shares 42 $19.3K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46 shares 46 $19.2K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 208 shares; 2025Q4: 211 shares; 2026Q1: 214 shares; 2026Q2: 216 shares 216 $18.8K 0.01% +2 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438 shares; 2025Q4: 444 shares; 2026Q1: 446 shares; 2026Q2: 449 shares 449 $18.6K 0.01% +3 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217 shares; 2025Q4: 218 shares; 2026Q1: 220 shares; 2026Q2: 221 shares 221 $18.4K 0.01% +1 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 173 shares; 2025Q4: 133 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $18.3K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45 shares; 2025Q4: 38 shares; 2026Q1: 45 shares; 2026Q2: 107 shares 107 $18.2K 0.01% +62 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164 shares; 2025Q4: 167 shares; 2026Q1: 167 shares; 2026Q2: 169 shares 169 $17.9K 0.01% +2 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436 shares; 2025Q4: 408 shares; 2026Q1: 402 shares; 2026Q2: 417 shares 417 $17.8K 0.01% +15 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256 shares; 2025Q4: 258 shares; 2026Q1: 248 shares; 2026Q2: 242 shares 242 $17.7K 0.01% -6 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $17.6K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68 shares; 2025Q4: 80 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $17.4K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72 shares; 2025Q4: 81 shares; 2026Q1: 64 shares; 2026Q2: 72 shares 72 $17.2K 0.01% +8 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 72 shares; 2026Q1: 73 shares; 2026Q2: 70 shares 70 $17.1K 0.01% -3 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 1,757 shares; 2026Q2: 1,757 shares 1,757 $17K 0.01% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $17K 0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,387 shares; 2026Q1: 994 shares; 2026Q2: 1,255 shares 1,255 $16.9K 0.01% +261 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 268 shares 268 $16.8K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94 shares; 2025Q4: 95 shares; 2026Q1: 95 shares; 2026Q2: 90 shares 90 $16.8K 0.01% -5 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $16.6K 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,457 shares; 2025Q4: 1,359 shares; 2026Q1: 1,410 shares; 2026Q2: 387 shares 387 $16.5K 0.01% -1,023 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $16.4K 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 361 shares 361 $16.4K 0.01% -66 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: 667 shares; 2026Q1: 637 shares; 2026Q2: 268 shares 268 $16.4K 0.01% -369 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 409 shares; 2026Q1: 379 shares; 2026Q2: 343 shares 343 $16.3K 0.01% -36 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 240 shares; 2025Q4: 314 shares; 2026Q1: 221 shares; 2026Q2: 206 shares 206 $16.3K 0.01% -15 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 294 shares; 2026Q2: 294 shares 294 $15.8K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 863 shares; 2025Q4: 706 shares; 2026Q1: 679 shares; 2026Q2: 679 shares 679 $15.7K 0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32 shares; 2025Q4: 30 shares; 2026Q1: 28 shares; 2026Q2: 31 shares 31 $15.5K 0.01% +3 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 203 shares 203 $15.3K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119 shares; 2025Q4: 118 shares; 2026Q1: 147 shares; 2026Q2: 120 shares 120 $15.2K 0.01% -27 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 152 shares 152 $15.2K 0.01% +2 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 170 shares; 2025Q4: 215 shares; 2026Q1: 199 shares; 2026Q2: 203 shares 203 $15.1K 0.01% +4 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 30 shares 30 $15.1K 0.01% -1 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 28 shares; 2026Q2: 24 shares 24 $15K 0.01% -4 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63 shares; 2025Q4: 89 shares; 2026Q1: 59 shares; 2026Q2: 58 shares 58 $14.9K 0.01% -1 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 28 shares; 2026Q1: 31 shares; 2026Q2: 28 shares 28 $14.9K 0.01% -3 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 135 shares; 2026Q1: 209 shares; 2026Q2: 178 shares 178 $14.9K 0.01% -31 Timeline AMLX AMYLYX PHARMACEUTICALS INC More: the full row for AMYLYX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 819 shares; 2026Q1: 819 shares; 2026Q2: 819 shares 819 $14.7K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15 shares 15 $14.7K 0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 299 shares; 2025Q4: 302 shares; 2026Q1: 306 shares; 2026Q2: 309 shares 309 $14.6K 0.01% +3 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $14.6K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 51 shares; 2026Q1: 11 shares; 2026Q2: 80 shares 80 $14.4K 0.01% +69 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 182 shares; 2026Q2: 180 shares 180 $14.2K 0.01% -2 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 93 shares; 2026Q2: 220 shares 220 $14.1K 0.01% +127 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 186 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $14K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108 shares; 2025Q4: 62 shares; 2026Q1: 133 shares; 2026Q2: 98 shares 98 $14K 0.01% -35 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 218 shares; 2025Q4: 221 shares; 2026Q1: 224 shares; 2026Q2: 227 shares 227 $14K 0.01% +3 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 126 shares 126 $13.6K <0.01% +1 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 252 shares; 2026Q1: 454 shares; 2026Q2: 546 shares 546 $13.6K <0.01% +92 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 560 shares; 2026Q2: 560 shares 560 $13.5K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92 shares; 2026Q2: 349 shares 349 $13.5K <0.01% +257 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36 shares; 2025Q4: 35 shares; 2026Q1: 34 shares; 2026Q2: 40 shares 40 $13.4K <0.01% +6 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 533 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $13.4K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 140 shares 140 $13.3K <0.01% +3 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189 shares; 2025Q4: 128 shares; 2026Q1: 129 shares; 2026Q2: 343 shares 343 $13.3K <0.01% +214 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 179 shares; 2025Q4: 298 shares; 2026Q1: 320 shares; 2026Q2: 162 shares 162 $13.3K <0.01% -158 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $13.2K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 60 shares 60 $13.2K <0.01% -27 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93 shares; 2025Q4: 129 shares; 2026Q1: 107 shares; 2026Q2: 107 shares 107 $12.6K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 644 shares; 2025Q4: 76 shares; 2026Q1: 65 shares; 2026Q2: 157 shares 157 $12.6K <0.01% +92 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 15 shares; 2026Q1: 13 shares; 2026Q2: 11 shares 11 $12.6K <0.01% -2 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217 shares; 2025Q4: 344 shares; 2026Q1: 497 shares; 2026Q2: 381 shares 381 $12.6K <0.01% -116 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84 shares; 2025Q4: 185 shares; 2026Q1: 79 shares; 2026Q2: 62 shares 62 $12.5K <0.01% -17 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $12.5K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 252 shares; 2026Q1: 241 shares; 2026Q2: 366 shares 366 $12.4K <0.01% +125 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12 shares; 2025Q4: 29 shares; 2026Q1: 10 shares; 2026Q2: 59 shares 59 $12.4K <0.01% +49 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 334 shares; 2025Q4: 285 shares; 2026Q1: 160 shares; 2026Q2: 166 shares 166 $12.4K <0.01% +6 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 43 shares; 2026Q1: 56 shares; 2026Q2: 32 shares 32 $12.4K <0.01% -24 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 59 shares; 2026Q2: 104 shares 104 $12.2K <0.01% +45 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 59 shares; 2026Q1: 60 shares; 2026Q2: 56 shares 56 $12.1K <0.01% -4 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $12.1K <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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 135 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $12K <0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 407 shares; 2025Q4: 474 shares; 2026Q1: 483 shares; 2026Q2: 483 shares 483 $11.9K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 305 shares; 2026Q1: 307 shares; 2026Q2: 310 shares 310 $11.9K <0.01% +3 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 810 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $11.9K <0.01% 0 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 3,232 shares; 2026Q1: 1,200 shares; 2026Q2: 1,250 shares 1,250 $11.8K <0.01% +50 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 201 shares; 2025Q4: 163 shares; 2026Q1: 145 shares; 2026Q2: 132 shares 132 $11.7K <0.01% -13 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 569 shares; 2025Q4: 685 shares; 2026Q1: 650 shares; 2026Q2: 647 shares 647 $11.6K <0.01% -3 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 633 shares; 2025Q4: 657 shares; 2026Q1: 73 shares; 2026Q2: 44 shares 44 $11.5K <0.01% -29 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: 75 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $11.4K <0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 175 shares; 2026Q1: 85 shares; 2026Q2: 62 shares 62 $11.4K <0.01% -23 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 157 shares; 2026Q2: 150 shares 150 $11.3K <0.01% -7 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 266 shares; 2026Q1: 268 shares; 2026Q2: 231 shares 231 $11.2K <0.01% -37 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: 36 shares; 2026Q1: 62 shares; 2026Q2: 61 shares 61 $11.2K <0.01% -1 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 226 shares; 2025Q4: 141 shares; 2026Q1: 191 shares; 2026Q2: 139 shares 139 $11K <0.01% -52 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 23 shares; 2026Q2: 21 shares 21 $10.9K <0.01% -2 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $10.8K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $10.8K <0.01% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 142 shares 142 $10.8K <0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $10.7K <0.01% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113 shares; 2025Q4: 158 shares; 2026Q1: 176 shares; 2026Q2: 141 shares 141 $10.7K <0.01% -35 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 61 shares 61 $10.7K <0.01% +33 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117 shares; 2026Q1: 378 shares; 2026Q2: 474 shares 474 $10.6K <0.01% +96 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 132 shares; 2025Q4: 134 shares; 2026Q1: 135 shares; 2026Q2: 136 shares 136 $10.6K <0.01% +1 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 418 shares; 2025Q4: 405 shares; 2026Q1: 42 shares; 2026Q2: 31 shares 31 $10.4K <0.01% -11 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 514 shares; 2025Q4: 514 shares; 2026Q1: 501 shares; 2026Q2: 746 shares 746 $10.4K <0.01% +245 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $10.3K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 130 shares; 2026Q2: 110 shares 110 $10.3K <0.01% -20 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156 shares; 2025Q4: 289 shares; 2026Q1: 307 shares; 2026Q2: 156 shares 156 $10K <0.01% -151 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,364 shares; 2025Q4: 3,287 shares; 2026Q1: 3,677 shares; 2026Q2: 467 shares 467 $9.86K <0.01% -3,210 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80 shares; 2025Q4: 91 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $9.84K <0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $9.82K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 65 shares; 2026Q1: 17 shares; 2026Q2: 66 shares 66 $9.66K <0.01% +49 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157 shares; 2025Q4: 97 shares; 2026Q1: 97 shares; 2026Q2: 97 shares 97 $9.65K <0.01% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,766 shares; 2025Q4: 6,709 shares; 2026Q1: 7,034 shares; 2026Q2: 1,661 shares 1,661 $9.65K <0.01% -5,373 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: 78 shares; 2026Q1: 69 shares; 2026Q2: 70 shares 70 $9.56K <0.01% +1 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $9.54K <0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 286 shares; 2025Q4: 288 shares; 2026Q1: 166 shares; 2026Q2: 167 shares 167 $9.53K <0.01% +1 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,421 shares; 2026Q2: 1,421 shares 1,421 $9.35K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 72 shares; 2026Q2: 68 shares 68 $9.3K <0.01% -4 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $9.23K <0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 446 shares; 2025Q4: 512 shares; 2026Q1: 304 shares; 2026Q2: 342 shares 342 $9.2K <0.01% +38 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $9.19K <0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94 shares; 2025Q4: 73 shares; 2026Q1: 100 shares; 2026Q2: 55 shares 55 $9.15K <0.01% -45 Timeline