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 loaded; 2024Q4: 251,844 shares; 2025Q1: 251,500 shares; 2025Q2: 251,072 shares; 2025Q3: 262,845 shares; 2025Q4: 270,998 shares; 2026Q1: 300,064 shares; 2026Q2: 323,586 shares 323,586 $23.1M 8.27% +23,522 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 416,113 shares; 2025Q1: 404,128 shares; 2025Q2: 431,200 shares; 2025Q3: 449,786 shares; 2025Q4: 470,368 shares; 2026Q1: 536,086 shares; 2026Q2: 585,528 shares 585,528 $20.4M 7.31% +49,442 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: not loaded; 2024Q4: 20,128 shares; 2025Q1: 20,209 shares; 2025Q2: 20,876 shares; 2025Q3: 21,484 shares; 2025Q4: 22,580 shares; 2026Q1: 24,550 shares; 2026Q2: 26,341 shares 26,341 $18.1M 6.49% +1,791 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 138,420 shares; 2025Q1: 134,798 shares; 2025Q2: 144,189 shares; 2025Q3: 149,643 shares; 2025Q4: 155,192 shares; 2026Q1: 177,320 shares; 2026Q2: 193,620 shares 193,620 $14.9M 5.36% +16,300 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,025 shares; 2025Q1: 24,851 shares; 2025Q2: 31,231 shares; 2025Q3: 32,031 shares; 2025Q4: 32,835 shares; 2026Q1: 37,695 shares; 2026Q2: 41,218 shares 41,218 $12M 4.3% +3,523 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: not loaded; 2024Q4: 23,359 shares; 2025Q1: 23,594 shares; 2025Q2: 24,406 shares; 2025Q3: 24,458 shares; 2025Q4: 25,371 shares; 2026Q1: 25,619 shares; 2026Q2: 25,859 shares 25,859 $7.48M 2.68% +240 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: not loaded; 2024Q4: 27,496 shares; 2025Q1: 27,857 shares; 2025Q2: 28,447 shares; 2025Q3: 28,003 shares; 2025Q4: 29,291 shares; 2026Q1: 30,010 shares; 2026Q2: 29,590 shares 29,590 $7.05M 2.53% -420 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: not loaded; 2024Q4: 13,620 shares; 2025Q1: 14,024 shares; 2025Q2: 14,499 shares; 2025Q3: 14,288 shares; 2025Q4: 15,026 shares; 2026Q1: 16,096 shares; 2026Q2: 18,205 shares 18,205 $6.79M 2.44% +2,109 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: not loaded; 2024Q4: 27,823 shares; 2025Q1: 28,936 shares; 2025Q2: 29,533 shares; 2025Q3: 29,765 shares; 2025Q4: 31,339 shares; 2026Q1: 31,159 shares; 2026Q2: 32,264 shares 32,264 $6.46M 2.32% +1,105 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: not loaded; 2024Q4: 68,744 shares; 2025Q1: 68,389 shares; 2025Q2: 76,030 shares; 2025Q3: 79,386 shares; 2025Q4: 81,310 shares; 2026Q1: 91,852 shares; 2026Q2: 100,691 shares 100,691 $6.01M 2.16% +8,839 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: not loaded; 2024Q4: 15,330 shares; 2025Q1: 15,494 shares; 2025Q2: 16,070 shares; 2025Q3: 15,741 shares; 2025Q4: 14,923 shares; 2026Q1: 15,148 shares; 2026Q2: 13,975 shares 13,975 $4.99M 1.79% -1,173 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: not loaded; 2024Q4: 12,424 shares; 2025Q1: 10,872 shares; 2025Q2: 11,116 shares; 2025Q3: 11,042 shares; 2025Q4: 10,971 shares; 2026Q1: 11,374 shares; 2026Q2: 14,080 shares 14,080 $4.61M 1.65% +2,706 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,755 shares; 2025Q1: 86,755 shares; 2025Q2: 86,755 shares; 2025Q3: 86,755 shares; 2025Q4: 86,755 shares; 2026Q1: 86,755 shares; 2026Q2: 86,755 shares 86,755 $4.37M 1.57% 0 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 loaded; 2024Q4: 26,568 shares; 2025Q1: 26,510 shares; 2025Q2: 27,071 shares; 2025Q3: 26,969 shares; 2025Q4: 27,249 shares; 2026Q1: 28,245 shares; 2026Q2: 28,841 shares 28,841 $4.28M 1.53% +596 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 loaded; 2024Q4: 30,000 shares; 2025Q1: 30,126 shares; 2025Q2: 30,126 shares; 2025Q3: 30,126 shares; 2025Q4: 30,624 shares; 2026Q1: 30,326 shares; 2026Q2: 30,316 shares 30,316 $4.24M 1.52% -10 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 loaded; 2024Q4: 9,513 shares; 2025Q1: 9,451 shares; 2025Q2: 9,222 shares; 2025Q3: 9,265 shares; 2025Q4: 9,521 shares; 2026Q1: 12,426 shares; 2026Q2: 10,166 shares 10,166 $3.84M 1.38% -2,260 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: not loaded; 2024Q4: 25,994 shares; 2025Q1: 25,994 shares; 2025Q2: 33,506 shares; 2025Q3: 33,506 shares; 2025Q4: 34,061 shares; 2026Q1: 34,061 shares; 2026Q2: 34,228 shares 34,228 $3.31M 1.19% +167 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,948 shares; 2025Q1: 3,915 shares; 2025Q2: 4,178 shares; 2025Q3: 4,106 shares; 2025Q4: 4,366 shares; 2026Q1: 4,366 shares; 2026Q2: 4,288 shares 4,288 $3.2M 1.15% -78 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: not loaded; 2024Q4: 17,577 shares; 2025Q1: 17,525 shares; 2025Q2: 18,792 shares; 2025Q3: 19,988 shares; 2025Q4: 21,215 shares; 2026Q1: 24,703 shares; 2026Q2: 27,417 shares 27,417 $2.64M 0.95% +2,714 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 loaded; 2024Q4: 24,409 shares; 2025Q1: 24,043 shares; 2025Q2: 24,352 shares; 2025Q3: 23,413 shares; 2025Q4: 23,331 shares; 2026Q1: 23,772 shares; 2026Q2: 22,500 shares 22,500 $2.64M 0.95% -1,272 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: not loaded; 2024Q4: 3,311 shares; 2025Q1: 3,294 shares; 2025Q2: 3,294 shares; 2025Q3: 3,294 shares; 2025Q4: 3,316 shares; 2026Q1: 3,480 shares; 2026Q2: 3,490 shares 3,490 $2.61M 0.94% +10 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 loaded; 2024Q4: 9,708 shares; 2025Q1: 9,539 shares; 2025Q2: 9,766 shares; 2025Q3: 9,875 shares; 2025Q4: 9,639 shares; 2026Q1: 9,861 shares; 2026Q2: 10,163 shares 10,163 $2.56M 0.92% +302 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 loaded; 2024Q4: 925 shares; 2025Q1: 889 shares; 2025Q2: 894 shares; 2025Q3: 928 shares; 2025Q4: 1,362 shares; 2026Q1: 1,338 shares; 2026Q2: 2,031 shares 2,031 $2.44M 0.87% +693 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 loaded; 2024Q4: 7,320 shares; 2025Q1: 7,411 shares; 2025Q2: 7,861 shares; 2025Q3: 8,485 shares; 2025Q4: 8,668 shares; 2026Q1: 8,731 shares; 2026Q2: 8,946 shares 8,946 $2.43M 0.87% +215 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 loaded; 2024Q4: 3,376 shares; 2025Q1: 3,379 shares; 2025Q2: 3,218 shares; 2025Q3: 3,435 shares; 2025Q4: 3,634 shares; 2026Q1: 3,806 shares; 2026Q2: 4,767 shares 4,767 $2.39M 0.86% +961 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 loaded; 2024Q4: 14,097 shares; 2025Q1: 14,343 shares; 2025Q2: 15,024 shares; 2025Q3: 16,593 shares; 2025Q4: 17,834 shares; 2026Q1: 17,055 shares; 2026Q2: 17,067 shares 17,067 $2.33M 0.84% +12 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: not loaded; 2024Q4: 2,943 shares; 2025Q1: 3,090 shares; 2025Q2: 3,082 shares; 2025Q3: 3,011 shares; 2025Q4: 3,140 shares; 2026Q1: 3,170 shares; 2026Q2: 3,952 shares 3,952 $2.23M 0.8% +782 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: not loaded; 2024Q4: 5,051 shares; 2025Q1: 5,344 shares; 2025Q2: 5,510 shares; 2025Q3: 5,065 shares; 2025Q4: 5,595 shares; 2026Q1: 5,570 shares; 2026Q2: 6,204 shares 6,204 $2.19M 0.79% +634 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 loaded; 2024Q4: 13,662 shares; 2025Q1: 15,015 shares; 2025Q2: 15,713 shares; 2025Q3: 16,434 shares; 2025Q4: 16,469 shares; 2026Q1: 16,469 shares; 2026Q2: 16,362 shares 16,362 $2.1M 0.75% -107 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 loaded; 2024Q4: 4,499 shares; 2025Q1: 3,202 shares; 2025Q2: 3,428 shares; 2025Q3: 3,511 shares; 2025Q4: 4,055 shares; 2026Q1: 4,248 shares; 2026Q2: 4,541 shares 4,541 $2.08M 0.75% +293 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: not loaded; 2024Q4: 4,133 shares; 2025Q1: 4,062 shares; 2025Q2: 4,295 shares; 2025Q3: 4,572 shares; 2025Q4: 4,781 shares; 2026Q1: 5,227 shares; 2026Q2: 5,792 shares 5,792 $1.99M 0.71% +565 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 loaded; 2024Q4: 2,113 shares; 2025Q1: 2,176 shares; 2025Q2: 2,261 shares; 2025Q3: 2,320 shares; 2025Q4: 2,507 shares; 2026Q1: 2,141 shares; 2026Q2: 1,811 shares 1,811 $1.93M 0.69% -330 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 loaded; 2024Q4: 30,280 shares; 2025Q1: 26,403 shares; 2025Q2: 26,674 shares; 2025Q3: 27,472 shares; 2025Q4: 27,855 shares; 2026Q1: 26,350 shares; 2026Q2: 25,352 shares 25,352 $1.88M 0.68% -998 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 loaded; 2024Q4: 2,334 shares; 2025Q1: 2,368 shares; 2025Q2: 2,442 shares; 2025Q3: 4,045 shares; 2025Q4: 4,496 shares; 2026Q1: 5,092 shares; 2026Q2: 5,330 shares 5,330 $1.88M 0.67% +238 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: not loaded; 2024Q4: 3,521 shares; 2025Q1: 4,182 shares; 2025Q2: 4,098 shares; 2025Q3: 4,084 shares; 2025Q4: 4,214 shares; 2026Q1: 4,087 shares; 2026Q2: 4,341 shares 4,341 $1.83M 0.65% +254 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 loaded; 2024Q4: 7,829 shares; 2025Q1: 9,114 shares; 2025Q2: 9,268 shares; 2025Q3: 9,416 shares; 2025Q4: 11,764 shares; 2026Q1: 12,003 shares; 2026Q2: 12,377 shares 12,377 $1.81M 0.65% +374 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 loaded; 2024Q4: 5,616 shares; 2025Q1: 5,579 shares; 2025Q2: 5,697 shares; 2025Q3: 5,765 shares; 2025Q4: 5,854 shares; 2026Q1: 5,994 shares; 2026Q2: 6,317 shares 6,317 $1.71M 0.61% +323 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares; 2026Q2: 7,700 shares 7,700 $1.64M 0.59% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,403 shares; 2025Q1: 15,422 shares; 2025Q2: 15,637 shares; 2025Q3: 15,725 shares; 2025Q4: 15,796 shares; 2026Q1: 16,709 shares; 2026Q2: 19,566 shares 19,566 $1.53M 0.55% +2,857 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 loaded; 2024Q4: 6,379 shares; 2025Q1: 6,984 shares; 2025Q2: 7,042 shares; 2025Q3: 7,054 shares; 2025Q4: 6,995 shares; 2026Q1: 6,211 shares; 2026Q2: 6,002 shares 6,002 $1.52M 0.55% -209 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: not loaded; 2024Q4: 1,386 shares; 2025Q1: 1,345 shares; 2025Q2: 1,296 shares; 2025Q3: 1,308 shares; 2025Q4: 1,430 shares; 2026Q1: 1,554 shares; 2026Q2: 1,606 shares 1,606 $1.5M 0.54% +52 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 loaded; 2024Q4: 9,463 shares; 2025Q1: 9,429 shares; 2025Q2: 9,708 shares; 2025Q3: 9,039 shares; 2025Q4: 9,251 shares; 2026Q1: 9,911 shares; 2026Q2: 10,315 shares 10,315 $1.4M 0.5% +404 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 loaded; 2024Q4: 7,471 shares; 2025Q1: 7,354 shares; 2025Q2: 7,604 shares; 2025Q3: 7,582 shares; 2025Q4: 7,772 shares; 2026Q1: 7,705 shares; 2026Q2: 7,692 shares 7,692 $1.38M 0.5% -13 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,063 shares; 2025Q1: 6,943 shares; 2025Q2: 6,957 shares; 2025Q3: 6,226 shares; 2025Q4: 6,246 shares; 2026Q1: 6,199 shares; 2026Q2: 6,383 shares 6,383 $1.35M 0.49% +184 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 loaded; 2024Q4: 9,526 shares; 2025Q1: 8,176 shares; 2025Q2: 8,138 shares; 2025Q3: 7,964 shares; 2025Q4: 7,812 shares; 2026Q1: 7,223 shares; 2026Q2: 7,301 shares 7,301 $1.32M 0.47% +78 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 loaded; 2024Q4: 4,316 shares; 2025Q1: 4,300 shares; 2025Q2: 4,440 shares; 2025Q3: 4,529 shares; 2025Q4: 4,879 shares; 2026Q1: 5,222 shares; 2026Q2: 5,546 shares 5,546 $1.32M 0.47% +324 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 loaded; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $1.32M 0.47% 0 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 loaded; 2024Q4: 8,261 shares; 2025Q1: 8,960 shares; 2025Q2: 9,004 shares; 2025Q3: 8,409 shares; 2025Q4: 8,499 shares; 2026Q1: 8,313 shares; 2026Q2: 8,346 shares 8,346 $1.31M 0.47% +33 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 loaded; 2024Q4: 2,350 shares; 2025Q1: 2,371 shares; 2025Q2: 2,565 shares; 2025Q3: 2,651 shares; 2025Q4: 2,784 shares; 2026Q1: 2,519 shares; 2026Q2: 2,556 shares 2,556 $1.3M 0.47% +37 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,249 shares; 2025Q1: 5,249 shares; 2025Q2: 5,249 shares; 2025Q3: 5,249 shares; 2025Q4: 5,258 shares; 2026Q1: 5,258 shares; 2026Q2: 5,258 shares 5,258 $1.27M 0.46% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,141 shares; 2025Q1: 9,167 shares; 2025Q2: 8,390 shares; 2025Q3: 8,433 shares; 2025Q4: 11,084 shares; 2026Q1: 10,822 shares; 2026Q2: 11,008 shares 11,008 $1.25M 0.45% +186 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 loaded; 2024Q4: 2,329 shares; 2025Q1: 2,353 shares; 2025Q2: 2,446 shares; 2025Q3: 2,490 shares; 2025Q4: 2,563 shares; 2026Q1: 2,757 shares; 2026Q2: 2,885 shares 2,885 $1.23M 0.44% +128 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 loaded; 2024Q4: 3,880 shares; 2025Q1: 3,987 shares; 2025Q2: 4,715 shares; 2025Q3: 5,904 shares; 2025Q4: 6,092 shares; 2026Q1: 5,845 shares; 2026Q2: 5,840 shares 5,840 $1.22M 0.44% -5 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 loaded; 2024Q4: 6,241 shares; 2025Q1: 6,917 shares; 2025Q2: 7,508 shares; 2025Q3: 7,629 shares; 2025Q4: 7,761 shares; 2026Q1: 7,768 shares; 2026Q2: 6,482 shares 6,482 $1.2M 0.43% -1,286 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,225 shares; 2025Q1: 10,224 shares; 2025Q2: 10,224 shares; 2025Q3: 10,238 shares; 2025Q4: 10,264 shares; 2026Q1: 10,293 shares; 2026Q2: 10,302 shares 10,302 $1.18M 0.42% +9 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 loaded; 2024Q4: 7,749 shares; 2025Q1: 8,096 shares; 2025Q2: 8,263 shares; 2025Q3: 8,601 shares; 2025Q4: 8,734 shares; 2026Q1: 8,661 shares; 2026Q2: 8,630 shares 8,630 $1.17M 0.42% -31 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 loaded; 2024Q4: 8,450 shares; 2025Q1: 8,433 shares; 2025Q2: 8,700 shares; 2025Q3: 9,546 shares; 2025Q4: 11,133 shares; 2026Q1: 11,152 shares; 2026Q2: 11,202 shares 11,202 $1.14M 0.41% +50 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 loaded; 2024Q4: 4,843 shares; 2025Q1: 11,095 shares; 2025Q2: 11,202 shares; 2025Q3: 13,549 shares; 2025Q4: 13,603 shares; 2026Q1: 12,961 shares; 2026Q2: 12,408 shares 12,408 $1.09M 0.39% -553 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 loaded; 2024Q4: 14,792 shares; 2025Q1: 14,757 shares; 2025Q2: 18,364 shares; 2025Q3: 18,989 shares; 2025Q4: 19,079 shares; 2026Q1: 18,930 shares; 2026Q2: 19,095 shares 19,095 $1.08M 0.39% +165 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 loaded; 2024Q4: 15,695 shares; 2025Q1: 10,990 shares; 2025Q2: 11,429 shares; 2025Q3: 10,682 shares; 2025Q4: 7,444 shares; 2026Q1: 6,411 shares; 2026Q2: 4,160 shares 4,160 $1.06M 0.38% -2,251 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares; 2026Q2: 2,843 shares 2,843 $1.05M 0.38% +2,503 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 loaded; 2024Q4: 35,837 shares; 2025Q1: 34,737 shares; 2025Q2: 35,595 shares; 2025Q3: 50,017 shares; 2025Q4: 50,361 shares; 2026Q1: 53,241 shares; 2026Q2: 58,220 shares 58,220 $1.03M 0.37% +4,979 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 loaded; 2024Q4: 2,188 shares; 2025Q1: 2,187 shares; 2025Q2: 2,182 shares; 2025Q3: 2,182 shares; 2025Q4: 2,184 shares; 2026Q1: 2,184 shares; 2026Q2: 8,255 shares 8,255 $1.03M 0.37% +6,071 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 loaded; 2024Q4: 11,236 shares; 2025Q1: 11,251 shares; 2025Q2: 11,263 shares; 2025Q3: 11,237 shares; 2025Q4: 11,431 shares; 2026Q1: 11,313 shares; 2026Q2: 11,262 shares 11,262 $1.02M 0.37% -51 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,148 shares; 2025Q1: 3,170 shares; 2025Q2: 3,170 shares; 2025Q3: 3,170 shares; 2025Q4: 3,210 shares; 2026Q1: 3,210 shares; 2026Q2: 3,210 shares 3,210 $1.01M 0.36% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,655 shares; 2025Q1: 22,701 shares; 2025Q2: 22,621 shares; 2025Q3: 23,425 shares; 2025Q4: 23,486 shares; 2026Q1: 23,718 shares; 2026Q2: 23,452 shares 23,452 $993K 0.36% -266 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 loaded; 2024Q4: 206 shares; 2025Q1: 204 shares; 2025Q2: 191 shares; 2025Q3: 190 shares; 2025Q4: 192 shares; 2026Q1: 204 shares; 2026Q2: 5,539 shares 5,539 $987K 0.35% +5,335 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 loaded; 2024Q4: 5,660 shares; 2025Q1: 5,700 shares; 2025Q2: 5,626 shares; 2025Q3: 5,854 shares; 2025Q4: 6,209 shares; 2026Q1: 6,794 shares; 2026Q2: 5,752 shares 5,752 $953K 0.34% -1,042 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,754 shares; 2025Q1: 10,754 shares; 2025Q2: 10,754 shares; 2025Q3: 10,754 shares; 2025Q4: 10,490 shares; 2026Q1: 10,490 shares; 2026Q2: 10,490 shares 10,490 $943K 0.34% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,714 shares; 2025Q1: 15,524 shares; 2025Q2: 15,620 shares; 2025Q3: 15,653 shares; 2025Q4: 15,682 shares; 2026Q1: 14,655 shares; 2026Q2: 13,905 shares 13,905 $922K 0.33% -750 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 loaded; 2024Q4: 4,014 shares; 2025Q1: 4,090 shares; 2025Q2: 4,196 shares; 2025Q3: 4,230 shares; 2025Q4: 4,632 shares; 2026Q1: 4,581 shares; 2026Q2: 4,710 shares 4,710 $894K 0.32% +129 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 loaded; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 4,329 shares; 2025Q3: 4,382 shares; 2025Q4: 4,551 shares; 2026Q1: 6,870 shares; 2026Q2: 7,433 shares 7,433 $875K 0.31% +563 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 loaded; 2024Q4: 6,972 shares; 2025Q1: 6,979 shares; 2025Q2: 7,230 shares; 2025Q3: 7,462 shares; 2025Q4: 6,929 shares; 2026Q1: 6,750 shares; 2026Q2: 6,679 shares 6,679 $872K 0.31% -71 Timeline SLYV 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 loaded; 2024Q4: 8,158 shares; 2025Q1: 8,158 shares; 2025Q2: 8,158 shares; 2025Q3: 8,158 shares; 2025Q4: 8,158 shares; 2026Q1: 8,158 shares; 2026Q2: 7,983 shares 7,983 $871K 0.31% -175 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 loaded; 2024Q4: 2,822 shares; 2025Q1: 2,770 shares; 2025Q2: 2,805 shares; 2025Q3: 2,895 shares; 2025Q4: 3,033 shares; 2026Q1: 2,938 shares; 2026Q2: 2,968 shares 2,968 $870K 0.31% +30 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64,849 shares; 2025Q1: 64,384 shares; 2025Q2: 63,924 shares; 2025Q3: 63,924 shares; 2025Q4: 46,523 shares; 2026Q1: 46,064 shares; 2026Q2: 44,564 shares 44,564 $870K 0.31% -1,500 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 loaded; 2024Q4: 2,095 shares; 2025Q1: 2,076 shares; 2025Q2: 2,127 shares; 2025Q3: 2,204 shares; 2025Q4: 2,256 shares; 2026Q1: 2,378 shares; 2026Q2: 2,529 shares 2,529 $862K 0.31% +151 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,037 shares; 2025Q1: 44,578 shares; 2025Q2: 46,113 shares; 2025Q3: 45,703 shares; 2025Q4: 42,870 shares; 2026Q1: 42,870 shares; 2026Q2: 42,870 shares 42,870 $841K 0.3% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,128 shares; 2025Q1: 13,822 shares; 2025Q2: 14,006 shares; 2025Q3: 15,857 shares; 2025Q4: 15,950 shares; 2026Q1: 15,837 shares; 2026Q2: 16,074 shares 16,074 $801K 0.29% +237 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 loaded; 2024Q4: 4,029 shares; 2025Q1: 5,636 shares; 2025Q2: 5,674 shares; 2025Q3: 5,806 shares; 2025Q4: 5,787 shares; 2026Q1: 5,630 shares; 2026Q2: 5,641 shares 5,641 $772K 0.28% +11 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 loaded; 2024Q4: 2,370 shares; 2025Q1: 2,383 shares; 2025Q2: 2,480 shares; 2025Q3: 2,537 shares; 2025Q4: 2,583 shares; 2026Q1: 2,730 shares; 2026Q2: 2,970 shares 2,970 $731K 0.26% +240 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 loaded; 2024Q4: 3,431 shares; 2025Q1: 3,432 shares; 2025Q2: 3,615 shares; 2025Q3: 3,444 shares; 2025Q4: 3,187 shares; 2026Q1: 3,355 shares; 2026Q2: 3,615 shares 3,615 $729K 0.26% +260 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,520 shares; 2025Q1: 14,153 shares; 2025Q2: 14,192 shares; 2025Q3: 13,927 shares; 2025Q4: 13,963 shares; 2026Q1: 13,426 shares; 2026Q2: 13,306 shares 13,306 $721K 0.26% -120 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 loaded; 2024Q4: 2,099 shares; 2025Q1: 2,086 shares; 2025Q2: 2,155 shares; 2025Q3: 2,187 shares; 2025Q4: 2,280 shares; 2026Q1: 2,394 shares; 2026Q2: 2,569 shares 2,569 $716K 0.26% +175 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,813 shares; 2025Q1: 5,586 shares; 2025Q2: 5,800 shares; 2025Q3: 5,926 shares; 2025Q4: 6,048 shares; 2026Q1: 6,645 shares; 2026Q2: 6,784 shares 6,784 $705K 0.25% +139 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 loaded; 2024Q4: 6,793 shares; 2025Q1: 6,718 shares; 2025Q2: 7,060 shares; 2025Q3: 6,679 shares; 2025Q4: 6,416 shares; 2026Q1: 6,344 shares; 2026Q2: 6,461 shares 6,461 $697K 0.25% +117 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 loaded; 2024Q4: 765 shares; 2025Q1: 778 shares; 2025Q2: 949 shares; 2025Q3: 1,055 shares; 2025Q4: 1,116 shares; 2026Q1: 1,209 shares; 2026Q2: 1,342 shares 1,342 $673K 0.24% +133 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $630K 0.23% 0 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 loaded; 2024Q4: 2,117 shares; 2025Q1: 2,329 shares; 2025Q2: 2,376 shares; 2025Q3: 2,394 shares; 2025Q4: 2,019 shares; 2026Q1: 1,506 shares; 2026Q2: 1,388 shares 1,388 $601K 0.22% -118 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 loaded; 2024Q4: 853 shares; 2025Q1: 919 shares; 2025Q2: 974 shares; 2025Q3: 1,014 shares; 2025Q4: 1,033 shares; 2026Q1: 1,080 shares; 2026Q2: 1,171 shares 1,171 $596K 0.21% +91 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 loaded; 2024Q4: 1,282 shares; 2025Q1: 1,375 shares; 2025Q2: 1,368 shares; 2025Q3: 1,489 shares; 2025Q4: 1,589 shares; 2026Q1: 1,746 shares; 2026Q2: 1,690 shares 1,690 $576K 0.21% -56 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $575K 0.21% 0 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,803 shares; 2025Q1: 16,803 shares; 2025Q2: 23,226 shares; 2025Q3: 23,226 shares; 2025Q4: 23,226 shares; 2026Q1: 23,226 shares; 2026Q2: 23,226 shares 23,226 $549K 0.2% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 511 shares; 2025Q1: 585 shares; 2025Q2: 600 shares; 2025Q3: 650 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 741 shares 741 $546K 0.2% +11 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: not loaded; 2024Q4: 2,530 shares; 2025Q1: 2,565 shares; 2025Q2: 2,713 shares; 2025Q3: 2,780 shares; 2025Q4: 2,824 shares; 2026Q1: 2,963 shares; 2026Q2: 3,314 shares 3,314 $519K 0.19% +351 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 loaded; 2024Q4: 38 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 343 shares; 2026Q2: 726 shares 726 $518K 0.19% +383 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,116 shares; 2025Q1: 20,115 shares; 2025Q2: 22,115 shares; 2025Q3: 22,600 shares; 2025Q4: 25,602 shares; 2026Q1: 25,171 shares; 2026Q2: 25,171 shares 25,171 $513K 0.18% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 1,237 shares; 2026Q1: 1,227 shares; 2026Q2: 1,244 shares 1,244 $501K 0.18% +17 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 loaded; 2024Q4: 1,309 shares; 2025Q1: 1,313 shares; 2025Q2: 1,318 shares; 2025Q3: 1,309 shares; 2025Q4: 1,341 shares; 2026Q1: 1,376 shares; 2026Q2: 1,341 shares 1,341 $486K 0.17% -35 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 loaded; 2024Q4: 4,983 shares; 2025Q1: 3,203 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares; 2026Q1: 3,203 shares; 2026Q2: 3,203 shares 3,203 $456K 0.16% 0 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,213 shares; 2025Q1: 15,013 shares; 2025Q2: 21,440 shares; 2025Q3: 21,440 shares; 2025Q4: 19,340 shares; 2026Q1: 19,340 shares; 2026Q2: 19,340 shares 19,340 $455K 0.16% 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 loaded; 2024Q4: 1,004 shares; 2025Q1: 1,004 shares; 2025Q2: 1,016 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,982 shares; 2026Q2: 3,596 shares 3,596 $447K 0.16% +1,614 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,164 shares; 2025Q1: 3,412 shares; 2025Q2: 3,433 shares; 2025Q3: 3,468 shares; 2025Q4: 3,480 shares; 2026Q1: 3,467 shares; 2026Q2: 3,522 shares 3,522 $446K 0.16% +55 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,494 shares; 2025Q1: 9,610 shares; 2025Q2: 9,660 shares; 2025Q3: 5,355 shares; 2025Q4: 5,391 shares; 2026Q1: 5,358 shares; 2026Q2: 5,394 shares 5,394 $445K 0.16% +36 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,400 shares; 2025Q1: 8,400 shares; 2025Q2: 8,400 shares; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares; 2026Q1: 8,400 shares; 2026Q2: 8,400 shares 8,400 $440K 0.16% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,800 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares; 2026Q2: 2,550 shares 2,550 $399K 0.14% 0 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 980 shares; 2025Q2: 8,866 shares; 2025Q3: 8,866 shares; 2025Q4: 14,569 shares; 2026Q1: 16,469 shares; 2026Q2: 19,121 shares 19,121 $395K 0.14% +2,652 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 loaded; 2024Q4: 845 shares; 2025Q1: 811 shares; 2025Q2: 827 shares; 2025Q3: 826 shares; 2025Q4: 878 shares; 2026Q1: 898 shares; 2026Q2: 949 shares 949 $377K 0.14% +51 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 loaded; 2024Q4: 135 shares; 2025Q1: 202 shares; 2025Q2: 221 shares; 2025Q3: 223 shares; 2025Q4: 278 shares; 2026Q1: 186 shares; 2026Q2: 189 shares 189 $376K 0.13% +3 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,031 shares 1,031 $366K 0.13% new 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: not loaded; 2024Q4: 1,198 shares; 2025Q1: 1,199 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares; 2026Q2: 1,201 shares 1,201 $361K 0.13% 0 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,530 shares; 2025Q1: 7,730 shares; 2025Q2: 15,030 shares; 2025Q3: 14,455 shares; 2025Q4: 13,691 shares; 2026Q1: 15,266 shares; 2026Q2: 15,266 shares 15,266 $358K 0.13% 0 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 loaded; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,004 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $355K 0.13% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,052 shares; 2025Q1: 1,680 shares; 2025Q2: 1,729 shares; 2025Q3: 1,745 shares; 2025Q4: 1,748 shares; 2026Q1: 1,996 shares; 2026Q2: 2,163 shares 2,163 $354K 0.13% +167 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,020 shares; 2025Q4: 1,089 shares; 2026Q1: 1,077 shares; 2026Q2: 3,032 shares 3,032 $354K 0.13% +1,955 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,885 shares; 2025Q1: 12,619 shares; 2025Q2: 12,619 shares; 2025Q3: 15,941 shares; 2025Q4: 20,733 shares; 2026Q1: 20,733 shares; 2026Q2: 20,733 shares 20,733 $340K 0.12% 0 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 loaded; 2024Q4: 1,034 shares; 2025Q1: 1,063 shares; 2025Q2: 1,151 shares; 2025Q3: 1,299 shares; 2025Q4: 1,316 shares; 2026Q1: 1,505 shares; 2026Q2: 1,768 shares 1,768 $337K 0.12% +263 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,685 shares; 2025Q1: 12,684 shares; 2025Q2: 14,784 shares; 2025Q3: 15,313 shares; 2025Q4: 17,973 shares; 2026Q1: 17,973 shares; 2026Q2: 17,973 shares 17,973 $334K 0.12% 0 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,044 shares; 2025Q4: 12,934 shares; 2026Q1: 13,410 shares; 2026Q2: 16,076 shares 16,076 $329K 0.12% +2,666 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 loaded; 2024Q4: 3,978 shares; 2025Q1: 3,989 shares; 2025Q2: 3,602 shares; 2025Q3: 4,000 shares; 2025Q4: 4,304 shares; 2026Q1: 4,675 shares; 2026Q2: 5,303 shares 5,303 $324K 0.12% +628 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,089 shares; 2025Q1: 5,072 shares; 2025Q2: 6,296 shares; 2025Q3: 9,369 shares; 2025Q4: 13,792 shares; 2026Q1: 13,792 shares; 2026Q2: 15,215 shares 15,215 $320K 0.11% +1,423 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,187 shares; 2025Q1: 7,173 shares; 2025Q2: 7,173 shares; 2025Q3: 10,278 shares; 2025Q4: 14,111 shares; 2026Q1: 14,111 shares; 2026Q2: 15,575 shares 15,575 $319K 0.11% +1,464 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 loaded; 2024Q4: 1,115 shares; 2025Q1: 1,141 shares; 2025Q2: 1,278 shares; 2025Q3: 1,314 shares; 2025Q4: 1,291 shares; 2026Q1: 1,383 shares; 2026Q2: 1,516 shares 1,516 $311K 0.11% +133 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,389 shares; 2026Q1: not reported; 2026Q2: 6,829 shares 6,829 $296K 0.11% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,993 shares; 2026Q1: not reported; 2026Q2: 4,656 shares 4,656 $290K 0.1% new 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 loaded; 2024Q4: 828 shares; 2025Q1: 927 shares; 2025Q2: 976 shares; 2025Q3: 991 shares; 2025Q4: 1,069 shares; 2026Q1: 1,080 shares; 2026Q2: 1,110 shares 1,110 $289K 0.1% +30 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 loaded; 2024Q4: 535 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 588 shares; 2026Q1: 591 shares; 2026Q2: 558 shares 558 $287K 0.1% -33 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 loaded; 2024Q4: 2,165 shares; 2025Q1: 534 shares; 2025Q2: 510 shares; 2025Q3: 262 shares; 2025Q4: 300 shares; 2026Q1: 274 shares; 2026Q2: 687 shares 687 $286K 0.1% +413 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,745 shares; 2025Q1: 1,856 shares; 2025Q2: 1,610 shares; 2025Q3: 1,622 shares; 2025Q4: 1,580 shares; 2026Q1: 1,565 shares; 2026Q2: 1,606 shares 1,606 $283K 0.1% +41 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 loaded; 2024Q4: 100 shares; 2025Q1: 3,365 shares; 2025Q2: 3,365 shares; 2025Q3: 3,265 shares; 2025Q4: 3,551 shares; 2026Q1: 3,265 shares; 2026Q2: 3,265 shares 3,265 $270K 0.1% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,582 shares; 2025Q2: 2,648 shares; 2025Q3: 2,767 shares; 2025Q4: 2,904 shares; 2026Q1: 3,840 shares; 2026Q2: 5,382 shares 5,382 $268K 0.1% +1,542 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 loaded; 2024Q4: 2,975 shares; 2025Q1: 3,070 shares; 2025Q2: 3,070 shares; 2025Q3: 3,054 shares; 2025Q4: 3,260 shares; 2026Q1: 3,228 shares; 2026Q2: 3,228 shares 3,228 $262K 0.09% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,280 shares; 2025Q1: 9,800 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 15,750 shares; 2026Q1: 15,750 shares; 2026Q2: 15,750 shares 15,750 $262K 0.09% 0 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 loaded; 2024Q4: 12,921 shares; 2025Q1: 12,921 shares; 2025Q2: 12,921 shares; 2025Q3: 8,130 shares; 2025Q4: 12,053 shares; 2026Q1: 8,130 shares; 2026Q2: 8,130 shares 8,130 $258K 0.09% 0 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 loaded; 2024Q4: 333 shares; 2025Q1: 353 shares; 2025Q2: 357 shares; 2025Q3: 368 shares; 2025Q4: 4,013 shares; 2026Q1: 3,576 shares; 2026Q2: 3,584 shares 3,584 $256K 0.09% +8 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 633 shares; 2025Q1: 750 shares; 2025Q2: 818 shares; 2025Q3: 848 shares; 2025Q4: 931 shares; 2026Q1: 1,157 shares; 2026Q2: 1,180 shares 1,180 $256K 0.09% +23 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,382 shares; 2025Q1: 2,382 shares; 2025Q2: 2,382 shares; 2025Q3: 2,382 shares; 2025Q4: 4,764 shares; 2026Q1: 4,764 shares; 2026Q2: 4,764 shares 4,764 $253K 0.09% 0 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,434 shares; 2025Q1: 4,634 shares; 2025Q2: 12,084 shares; 2025Q3: 11,509 shares; 2025Q4: 11,509 shares; 2026Q1: 10,759 shares; 2026Q2: 10,759 shares 10,759 $248K 0.09% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,147 shares; 2026Q2: 2,564 shares 2,564 $246K 0.09% +417 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,030 shares; 2025Q1: 1,030 shares; 2025Q2: 1,030 shares; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $245K 0.09% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,904 shares; 2025Q1: 2,792 shares; 2025Q2: 2,165 shares; 2025Q3: 2,321 shares; 2025Q4: 2,402 shares; 2026Q1: 2,806 shares; 2026Q2: 3,379 shares 3,379 $243K 0.09% +573 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 loaded; 2024Q4: 2,142 shares; 2025Q1: 2,142 shares; 2025Q2: 2,142 shares; 2025Q3: 2,142 shares; 2025Q4: 2,142 shares; 2026Q1: 2,142 shares; 2026Q2: 2,142 shares 2,142 $239K 0.09% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,826 shares; 2025Q1: 1,826 shares; 2025Q2: 1,850 shares; 2025Q3: 1,826 shares; 2025Q4: 1,826 shares; 2026Q1: 1,826 shares; 2026Q2: 1,826 shares 1,826 $214K 0.08% 0 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 loaded; 2024Q4: 386 shares; 2025Q1: 424 shares; 2025Q2: 428 shares; 2025Q3: 436 shares; 2025Q4: 2,400 shares; 2026Q1: 2,136 shares; 2026Q2: 2,126 shares 2,126 $211K 0.08% -10 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,715 shares; 2025Q1: 2,715 shares; 2025Q2: 2,715 shares; 2025Q3: 2,715 shares; 2025Q4: 2,715 shares; 2026Q1: 2,442 shares; 2026Q2: 1,375 shares 1,375 $209K 0.08% -1,067 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 loaded; 2024Q4: 588 shares; 2025Q1: 632 shares; 2025Q2: 624 shares; 2025Q3: 635 shares; 2025Q4: 666 shares; 2026Q1: 1,084 shares; 2026Q2: 1,221 shares 1,221 $208K 0.07% +137 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 loaded; 2024Q4: 3,498 shares; 2025Q1: 3,614 shares; 2025Q2: 3,614 shares; 2025Q3: 3,498 shares; 2025Q4: 4,239 shares; 2026Q1: 3,503 shares; 2026Q2: 3,498 shares 3,498 $199K 0.07% -5 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 loaded; 2024Q4: not reported; 2025Q1: 873 shares; 2025Q2: 1,275 shares; 2025Q3: 1,294 shares; 2025Q4: 1,338 shares; 2026Q1: 2,067 shares; 2026Q2: 2,115 shares 2,115 $194K 0.07% +48 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 267 shares 267 $192K 0.07% +17 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 331 shares; 2026Q1: 330 shares; 2026Q2: 365 shares 365 $192K 0.07% +35 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 loaded; 2024Q4: 100 shares; 2025Q1: 113 shares; 2025Q2: 124 shares; 2025Q3: 156 shares; 2025Q4: 161 shares; 2026Q1: 162 shares; 2026Q2: 168 shares 168 $190K 0.07% +6 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361 shares; 2026Q1: 353 shares; 2026Q2: 2,118 shares 2,118 $182K 0.07% +1,765 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 loaded; 2024Q4: 707 shares; 2025Q1: 726 shares; 2025Q2: 1,066 shares; 2025Q3: 713 shares; 2025Q4: 590 shares; 2026Q1: 385 shares; 2026Q2: 835 shares 835 $182K 0.07% +450 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 loaded; 2024Q4: 386 shares; 2025Q1: 420 shares; 2025Q2: 431 shares; 2025Q3: 439 shares; 2025Q4: 491 shares; 2026Q1: 517 shares; 2026Q2: 528 shares 528 $182K 0.07% +11 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 loaded; 2024Q4: 385 shares; 2025Q1: 416 shares; 2025Q2: 434 shares; 2025Q3: 437 shares; 2025Q4: 492 shares; 2026Q1: 530 shares; 2026Q2: 564 shares 564 $178K 0.06% +34 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 loaded; 2024Q4: 195 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 239 shares; 2026Q2: 245 shares 245 $177K 0.06% +6 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 7,900 shares; 2025Q3: 7,900 shares; 2025Q4: 7,900 shares; 2026Q1: 7,900 shares; 2026Q2: 7,900 shares 7,900 $173K 0.06% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 474 shares; 2025Q1: 520 shares; 2025Q2: 537 shares; 2025Q3: 510 shares; 2025Q4: 379 shares; 2026Q1: 375 shares; 2026Q2: 386 shares 386 $172K 0.06% +11 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,060 shares 3,060 $171K 0.06% new Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,589 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 1,589 shares; 2025Q4: 1,589 shares; 2026Q1: 1,589 shares; 2026Q2: 1,589 shares 1,589 $168K 0.06% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 493 shares; 2025Q1: 553 shares; 2025Q2: 601 shares; 2025Q3: 612 shares; 2025Q4: 625 shares; 2026Q1: 612 shares; 2026Q2: 632 shares 632 $168K 0.06% +20 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 loaded; 2024Q4: 155 shares; 2025Q1: 165 shares; 2025Q2: 163 shares; 2025Q3: 165 shares; 2025Q4: 176 shares; 2026Q1: 173 shares; 2026Q2: 114 shares 114 $158K 0.06% -59 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 1,713 shares 1,713 $153K 0.05% +1,485 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: not loaded; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 254 shares; 2026Q1: 182 shares; 2026Q2: 295 shares 295 $141K 0.05% +113 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,343 shares 1,343 $135K 0.05% new 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 loaded; 2024Q4: 1,440 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,440 shares; 2025Q4: 1,585 shares; 2026Q1: 1,463 shares; 2026Q2: 1,440 shares 1,440 $133K 0.05% -23 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: not loaded; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 1,183 shares; 2026Q2: 1,455 shares 1,455 $124K 0.04% +272 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 loaded; 2024Q4: 4,608 shares; 2025Q1: 4,608 shares; 2025Q2: 4,608 shares; 2025Q3: 4,608 shares; 2025Q4: 4,608 shares; 2026Q1: 3,628 shares; 2026Q2: 3,628 shares 3,628 $123K 0.04% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,936 shares; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares; 2025Q3: 2,936 shares; 2025Q4: 2,936 shares; 2026Q1: 2,936 shares; 2026Q2: 2,936 shares 2,936 $118K 0.04% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,724 shares 1,724 $114K 0.04% new 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: not loaded; 2024Q4: 1,664 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,233 shares; 2026Q1: 1,233 shares; 2026Q2: 1,233 shares 1,233 $102K 0.04% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 382 shares; 2025Q3: 387 shares; 2025Q4: 426 shares; 2026Q1: 426 shares; 2026Q2: 556 shares 556 $96.4K 0.03% +130 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 728 shares 728 $87K 0.03% +602 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares; 2026Q2: 1,056 shares 1,056 $84.4K 0.03% -275 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 loaded; 2024Q4: 81 shares; 2025Q1: 89 shares; 2025Q2: 91 shares; 2025Q3: 80 shares; 2025Q4: 101 shares; 2026Q1: 89 shares; 2026Q2: 87 shares 87 $83.7K 0.03% -2 Timeline PWV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,077 shares; 2026Q1: 1,077 shares; 2026Q2: 1,077 shares 1,077 $81.6K 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 897 shares; 2025Q1: 1,032 shares; 2025Q2: 1,044 shares; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 897 shares; 2026Q2: 897 shares 897 $75K 0.03% 0 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 loaded; 2024Q4: not reported; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 1,045 shares; 2026Q1: 761 shares; 2026Q2: 761 shares 761 $71.9K 0.03% 0 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: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 589 shares; 2026Q1: 589 shares; 2026Q2: 589 shares 589 $71.5K 0.03% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 177 shares; 2026Q1: 195 shares; 2026Q2: 87 shares 87 $69.1K 0.02% -108 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $65.2K 0.02% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 558 shares; 2026Q1: 558 shares; 2026Q2: 558 shares 558 $64.1K 0.02% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $64K 0.02% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $63.7K 0.02% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: 780 shares 780 $62.8K 0.02% +611 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: not loaded; 2024Q4: 505 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 458 shares 458 $60.6K 0.02% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 576 shares 576 $59.8K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,929 shares; 2025Q1: 8,916 shares; 2025Q2: 9,216 shares; 2025Q3: 9,528 shares; 2025Q4: 9,143 shares; 2026Q1: 8,840 shares; 2026Q2: 1,382 shares 1,382 $59.7K 0.02% -7,458 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 loaded; 2024Q4: 401 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 2,004 shares 2,004 $55K 0.02% +1,604 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,403 shares 2,403 $54.7K 0.02% new 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 loaded; 2024Q4: 702 shares; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 1,280 shares; 2026Q1: 1,142 shares; 2026Q2: 1,142 shares 1,142 $54.3K 0.02% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 541 shares; 2026Q1: 541 shares; 2026Q2: 541 shares 541 $52.2K 0.02% 0 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 loaded; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 97 shares; 2025Q4: 102 shares; 2026Q1: 115 shares; 2026Q2: 80 shares 80 $50.7K 0.02% -35 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 214 shares; 2026Q1: 214 shares; 2026Q2: 214 shares 214 $50.6K 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 891 shares 891 $50.3K 0.02% new 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 loaded; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 96 shares; 2026Q1: 49 shares; 2026Q2: 49 shares 49 $49.6K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 449 shares; 2026Q2: 449 shares 449 $42.9K 0.02% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 492 shares; 2026Q2: 492 shares 492 $42.6K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $40.4K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 868 shares; 2026Q2: 868 shares 868 $40.4K 0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 536 shares 536 $40.4K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 251 shares; 2025Q3: 243 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares 413 $40K 0.01% 0 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 loaded; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 121 shares 121 $39.9K 0.01% 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 loaded; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 249 shares; 2025Q3: 243 shares; 2025Q4: 277 shares; 2026Q1: 277 shares; 2026Q2: 277 shares 277 $39.7K 0.01% 0 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $36.7K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 341 shares; 2026Q2: 341 shares 341 $36.5K 0.01% 0 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 loaded; 2024Q4: 301 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $34.1K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 112 shares 112 $33.9K 0.01% -40 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 357 shares 357 $31.6K 0.01% 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 loaded; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares; 2026Q2: 319 shares 319 $30.5K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 252 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: 869 shares; 2026Q1: 474 shares; 2026Q2: 474 shares 474 $29.8K 0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 208 shares; 2026Q1: 88 shares; 2026Q2: 88 shares 88 $29.8K 0.01% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $29.5K 0.01% 0 Timeline VONV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $28.6K 0.01% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares; 2026Q2: 307 shares 307 $27.3K 0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $27.2K 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 loaded; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 193 shares; 2026Q2: 120 shares 120 $26.7K 0.01% -73 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 248 shares; 2025Q1: 248 shares; 2025Q2: 248 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 282 shares; 2026Q2: 248 shares 248 $26.7K 0.01% -34 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 loaded; 2024Q4: 438 shares; 2025Q1: 698 shares; 2025Q2: 505 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares; 2026Q2: 438 shares 438 $26.5K 0.01% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares 92 $25.8K 0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,008 shares; 2026Q1: 509 shares; 2026Q2: 509 shares 509 $25.2K 0.01% 0 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 379 shares; 2026Q2: 379 shares 379 $24.4K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares 189 $24.2K 0.01% 0 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 loaded; 2024Q4: 3,868 shares; 2025Q1: 329 shares; 2025Q2: 250 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 246 shares 246 $23.7K 0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $23.6K 0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $23.1K 0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 130 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares 142 $21.5K 0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares 52 $20.7K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 664 shares; 2026Q1: 664 shares; 2026Q2: 664 shares 664 $20.1K 0.01% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 501 shares; 2025Q1: 19 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares 86 $19.5K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 473 shares; 2026Q1: 265 shares; 2026Q2: 265 shares 265 $19.4K 0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 174 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $18.6K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 327 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 322 shares 322 $18.6K 0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares; 2026Q2: 267 shares 267 $17.5K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: not reported; 2025Q4: 591 shares; 2026Q1: 324 shares; 2026Q2: 324 shares 324 $17K 0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $16.6K 0.01% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353 shares; 2026Q1: 353 shares; 2026Q2: 353 shares 353 $16.3K 0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 21 shares; 2025Q3: 62 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 31 shares 31 $16.1K 0.01% -43 Timeline JMTG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 304 shares 304 $15.4K 0.01% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: not reported; 2025Q4: 93 shares; 2026Q1: 163 shares; 2026Q2: 93 shares 93 $14.1K 0.01% -70 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 180 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $14K 0.01% 0 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 loaded; 2024Q4: 160 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $13.6K <0.01% 0 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: not loaded; 2024Q4: 512 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 758 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $13.6K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares 163 $13.5K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 91 shares; 2026Q2: 67 shares 67 $13.4K <0.01% -24 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226 shares; 2026Q2: 226 shares 226 $13.3K <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 loaded; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 39 shares; 2025Q3: 33 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $13.1K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 286 shares; 2025Q1: 337 shares; 2025Q2: 329 shares; 2025Q3: 331 shares; 2025Q4: 371 shares; 2026Q1: 253 shares; 2026Q2: 50 shares 50 $13.1K <0.01% -203 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $12.7K <0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 951 shares 951 $12.6K <0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 274 shares; 2025Q1: 174 shares; 2025Q2: 180 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares 74 $12.5K <0.01% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 390 shares; 2026Q1: 158 shares; 2026Q2: 158 shares 158 $12.3K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55 shares 55 $12.3K <0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102 shares 102 $11.8K <0.01% new 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 loaded; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares 70 $11.4K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $11.2K <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,024 shares; 2026Q2: 205 shares 205 $11.1K <0.01% -819 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $10.7K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 948 shares; 2026Q1: 319 shares; 2026Q2: 319 shares 319 $10K <0.01% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $9.58K <0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares 32 $9.54K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 351 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $9.46K <0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $9.37K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares 190 $9.11K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 85 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares 83 $8.92K <0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares 103 $8.51K <0.01% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51 shares 51 $8.06K <0.01% new Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $8.02K <0.01% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $7.72K <0.01% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 55 shares 55 $7.68K <0.01% -50 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 loaded; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares 92 $7.54K <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 loaded; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 185 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $7.41K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $7.37K <0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 280 shares 280 $7.27K <0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $7.16K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares 35 $6.58K <0.01% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $6.34K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares 80 $6.17K <0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,068 shares 1,068 $6.07K <0.01% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $5.89K <0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 330 shares; 2026Q2: 330 shares 330 $5.73K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 91 shares; 2026Q2: 91 shares 91 $5.47K <0.01% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $5.45K <0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $4.77K <0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares 138 $4.68K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 593 shares; 2026Q2: 137 shares 137 $4.56K <0.01% -456 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41 shares 41 $4.52K <0.01% new Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125 shares 125 $4.38K <0.01% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $4.3K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares 43 $4.13K <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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3.91K <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $3.52K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22 $3.52K <0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares 16 $2.72K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $2.66K <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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $2.65K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 976 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $2.31K <0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $2.13K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 108 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares 210 $1.96K <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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $1.75K <0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,336 shares; 2025Q1: 1,336 shares; 2025Q2: 1,372 shares; 2025Q3: 29 shares; 2025Q4: 404 shares; 2026Q1: 431 shares; 2026Q2: 77 shares 77 $1.59K <0.01% -354 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 17 shares 17 $1.29K <0.01% -19 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 loaded; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $798 <0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12 shares; 2026Q2: 12 shares 12 $432 <0.01% 0 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79 shares; 2026Q1: 20 shares; 2026Q2: 20 shares 20 $348 <0.01% 0 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: not loaded; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: not reported; 2025Q4: 530 shares; 2026Q1: 9 shares; 2026Q2: 9 shares 9 $333 <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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 515 shares; 2026Q1: 6 shares; 2026Q2: 2 shares 2 $177 <0.01% -4 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $165 <0.01% 0 Timeline