VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 344,724 shares 344,724 $24.3M 8.45% +21,138 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 647,164 shares 647,164 $21.6M 7.48% +61,636 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; 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; 2026Q3: 29,192 shares 29,192 $20.5M 7.1% +2,851 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 206,066 shares 206,066 $14.8M 5.14% +12,446 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 45,830 shares 45,830 $13.5M 4.69% +4,612 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 17,624 shares 17,624 $9.04M 3.14% -581 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,359 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; 2026Q3: 24,879 shares 24,879 $8.29M 2.87% -980 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 32,096 shares 32,096 $7.33M 2.54% -168 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 28,837 shares 28,837 $7.18M 2.49% -753 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 106,184 shares 106,184 $6.3M 2.19% +5,493 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 14,191 shares 14,191 $4.69M 1.63% +111 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,445 shares 13,445 $4.63M 1.61% -530 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; 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; 2026Q3: 86,823 shares 86,823 $4.36M 1.51% +68 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 29,006 shares 29,006 $3.95M 1.37% +165 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 30,126 shares 30,126 $3.9M 1.35% -190 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,791 shares 4,791 $3.47M 1.21% +839 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 34,246 shares 34,246 $3.32M 1.15% +18 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,324 shares 4,324 $3.3M 1.14% +36 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,872 shares 8,872 $3.12M 1.08% -1,294 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,933 shares 5,933 $2.95M 1.03% +1,166 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,786 shares 3,786 $2.9M 1.01% +296 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; 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; 2026Q3: 30,487 shares 30,487 $2.73M 0.95% +3,070 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,708 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; 2026Q3: 10,217 shares 10,217 $2.67M 0.93% +54 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,041 shares 7,041 $2.4M 0.83% +837 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 925 shares; 2025Q1: 889 shares; 2025Q2: 894 shares; 2025Q3: 928 shares; 2025Q4: 1,362 shares; 2026Q1: 1,338 shares; 2026Q2: 2,031 shares; 2026Q3: 1,997 shares 1,997 $2.31M 0.8% -34 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,491 shares 8,491 $2.31M 0.8% -455 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 21,064 shares 21,064 $2.27M 0.79% -1,436 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,570 shares 4,570 $2.25M 0.78% +29 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 15,143 shares 15,143 $2.2M 0.76% -1,219 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,833 shares 5,833 $2.1M 0.73% +41 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,540 shares 13,540 $1.97M 0.68% +1,163 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,240 shares 5,240 $1.86M 0.65% +899 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 26,174 shares 26,174 $1.78M 0.62% +822 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,023 shares 6,023 $1.71M 0.59% +693 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,301 shares 7,301 $1.69M 0.59% +984 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 19,511 shares 19,511 $1.68M 0.58% -55 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; 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; 2026Q3: 7,700 shares 7,700 $1.6M 0.56% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,956 shares 1,956 $1.59M 0.55% +145 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,959 shares 5,959 $1.58M 0.55% -43 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,270 shares 10,270 $1.52M 0.53% -32 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,386 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; 2026Q3: 1,661 shares 1,661 $1.51M 0.52% +55 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,258 shares 6,258 $1.46M 0.51% -125 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,260 shares 11,260 $1.43M 0.5% +945 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,285 shares 7,285 $1.39M 0.48% -16 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,141 shares 6,141 $1.36M 0.47% +141 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,683 shares 7,683 $1.35M 0.47% -9 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,290 shares 5,290 $1.31M 0.46% +32 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,575 shares 2,575 $1.31M 0.45% +19 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,983 shares 2,983 $1.28M 0.44% +98 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 9,428 shares 9,428 $1.22M 0.42% +798 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,473 shares 5,473 $1.21M 0.42% -73 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,512 shares 6,512 $1.2M 0.42% +30 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,811 shares 5,811 $1.19M 0.41% +59 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 8,284 shares 8,284 $1.18M 0.41% -62 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,309 shares 11,309 $1.18M 0.41% +301 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 24,425 shares 24,425 $1.12M 0.39% +973 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,931 shares 5,931 $1.12M 0.39% +91 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 11,262 shares 11,262 $1.11M 0.39% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 10,490 shares 10,490 $1.08M 0.38% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares; 2026Q2: 2,843 shares; 2026Q3: 2,843 shares 2,843 $1.06M 0.37% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,238 shares 11,238 $1.06M 0.37% +36 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,302 shares 13,302 $1.01M 0.35% +894 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 206 shares; 2025Q1: 204 shares; 2025Q2: 191 shares; 2025Q3: 190 shares; 2025Q4: 192 shares; 2026Q1: 204 shares; 2026Q2: 5,539 shares; 2026Q3: 6,177 shares 6,177 $1.01M 0.35% +638 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,488 shares 3,488 $994K 0.35% +278 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 18,991 shares 18,991 $961K 0.33% -104 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 765 shares; 2025Q1: 778 shares; 2025Q2: 949 shares; 2025Q3: 1,055 shares; 2025Q4: 1,116 shares; 2026Q1: 1,209 shares; 2026Q2: 1,342 shares; 2026Q3: 1,405 shares 1,405 $948K 0.33% +63 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,781 shares 5,781 $906K 0.31% -898 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; 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; 2026Q3: 58,233 shares 58,233 $889K 0.31% +13 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,014 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; 2026Q3: 4,725 shares 4,725 $877K 0.3% +15 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 7,707 shares 7,707 $864K 0.3% +274 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,639 shares 2,639 $858K 0.3% +110 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,822 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; 2026Q3: 3,078 shares 3,078 $856K 0.3% +110 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,839 shares 6,839 $856K 0.3% +55 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; 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; 2026Q3: 43,165 shares 43,165 $843K 0.29% -1,399 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,663 shares 3,663 $841K 0.29% +349 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; 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; 2026Q3: 14,538 shares 14,538 $840K 0.29% +633 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; 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; 2026Q3: 41,940 shares 41,940 $820K 0.28% -930 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,188 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; 2026Q3: 6,453 shares 6,453 $808K 0.28% -1,802 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,818 shares 3,818 $806K 0.28% +203 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; 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; 2026Q3: 7,800 shares 7,800 $797K 0.28% -183 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 16,116 shares 16,116 $746K 0.26% +42 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,677 shares 2,677 $735K 0.26% +108 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,091 shares 3,091 $687K 0.24% +121 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 5,739 shares 5,739 $681K 0.24% +98 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,664 shares 3,664 $672K 0.23% +68 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,042 shares 2,042 $671K 0.23% +654 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,020 shares; 2025Q4: 1,089 shares; 2026Q1: 1,077 shares; 2026Q2: 3,032 shares; 2026Q3: 3,554 shares 3,554 $665K 0.23% +522 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,136 shares 4,136 $636K 0.22% -24 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 13,649 shares 13,649 $635K 0.22% +343 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29 shares; 2026Q1: 343 shares; 2026Q2: 726 shares; 2026Q3: 1,148 shares 1,148 $593K 0.21% +422 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,500 shares 3,500 $582K 0.2% 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; 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; 2026Q3: 1,537 shares 1,537 $558K 0.19% +293 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,309 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; 2026Q3: 1,309 shares 1,309 $552K 0.19% -32 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; 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; 2026Q3: 23,226 shares 23,226 $540K 0.19% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,600 shares 2,600 $539K 0.19% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 853 shares; 2025Q1: 919 shares; 2025Q2: 974 shares; 2025Q3: 1,014 shares; 2025Q4: 1,033 shares; 2026Q1: 1,080 shares; 2026Q2: 1,171 shares; 2026Q3: 1,057 shares 1,057 $511K 0.18% -114 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,241 shares 1,241 $493K 0.17% -449 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,423 shares 5,423 $475K 0.16% +29 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,203 shares 3,203 $468K 0.16% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 511 shares; 2025Q1: 585 shares; 2025Q2: 600 shares; 2025Q3: 650 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 741 shares; 2026Q3: 619 shares 619 $458K 0.16% -122 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; 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; 2026Q3: 22,738 shares 22,738 $458K 0.16% -2,433 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; 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; 2026Q3: 19,340 shares 19,340 $453K 0.16% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,139 shares 2,139 $451K 0.16% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,400 shares 8,400 $436K 0.15% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,752 shares 3,752 $428K 0.15% +230 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,034 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; 2026Q3: 1,893 shares 1,893 $419K 0.15% +125 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,561 shares 3,561 $404K 0.14% -2,900 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 845 shares; 2025Q1: 811 shares; 2025Q2: 827 shares; 2025Q3: 826 shares; 2025Q4: 878 shares; 2026Q1: 898 shares; 2026Q2: 949 shares; 2026Q3: 940 shares 940 $382K 0.13% -9 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,288 shares 2,288 $375K 0.13% +125 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 6,711 shares 6,711 $368K 0.13% +1,408 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; 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; 2026Q3: 15,266 shares 15,266 $348K 0.12% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,198 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; 2026Q3: 1,209 shares 1,209 $336K 0.12% +8 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; 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; 2026Q3: 16,743 shares 16,743 $327K 0.11% -2,378 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 195 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 252 shares; 2026Q1: 239 shares; 2026Q2: 245 shares; 2026Q3: 623 shares 623 $319K 0.11% +378 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; 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; 2026Q3: 15,763 shares 15,763 $315K 0.11% +548 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,993 shares; 2026Q1: not reported; 2026Q2: 4,656 shares; 2026Q3: 4,656 shares 4,656 $311K 0.11% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 535 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 588 shares; 2026Q1: 591 shares; 2026Q2: 558 shares; 2026Q3: 558 shares 558 $308K 0.11% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 135 shares; 2025Q1: 202 shares; 2025Q2: 221 shares; 2025Q3: 223 shares; 2025Q4: 278 shares; 2026Q1: 186 shares; 2026Q2: 189 shares; 2026Q3: 169 shares 169 $306K 0.11% -20 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,389 shares; 2026Q1: not reported; 2026Q2: 6,829 shares; 2026Q3: 6,829 shares 6,829 $306K 0.11% 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; 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; 2026Q3: 3,000 shares 3,000 $304K 0.11% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 55 shares; 2026Q3: 2,451 shares 2,451 $295K 0.1% +2,396 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,031 shares; 2026Q3: 1,014 shares 1,014 $294K 0.1% -17 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 4,632 shares 4,632 $285K 0.1% -132 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; 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; 2026Q3: 17,733 shares 17,733 $280K 0.1% -3,000 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; 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; 2026Q3: 15,313 shares 15,313 $279K 0.1% -2,660 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,228 shares 3,228 $278K 0.1% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353 shares; 2026Q1: 353 shares; 2026Q2: 353 shares; 2026Q3: 6,107 shares 6,107 $269K 0.09% +5,754 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 386 shares; 2025Q1: 424 shares; 2025Q2: 428 shares; 2025Q3: 436 shares; 2025Q4: 2,400 shares; 2026Q1: 2,136 shares; 2026Q2: 2,126 shares; 2026Q3: 2,008 shares 2,008 $269K 0.09% -118 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,008 shares 1,008 $266K 0.09% new 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; 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; 2026Q3: 13,674 shares 13,674 $263K 0.09% -2,402 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,101 shares 3,101 $261K 0.09% +1,495 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; 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; 2026Q3: 13,178 shares 13,178 $258K 0.09% -2,397 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; 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; 2026Q3: 3,265 shares 3,265 $256K 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; 2024Q4: 333 shares; 2025Q1: 353 shares; 2025Q2: 357 shares; 2025Q3: 368 shares; 2025Q4: 4,013 shares; 2026Q1: 3,576 shares; 2026Q2: 3,584 shares; 2026Q3: 3,642 shares 3,642 $253K 0.09% +58 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,165 shares; 2025Q1: 534 shares; 2025Q2: 510 shares; 2025Q3: 262 shares; 2025Q4: 300 shares; 2026Q1: 274 shares; 2026Q2: 687 shares; 2026Q3: 676 shares 676 $248K 0.09% -11 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 3 shares; 2026Q3: 260 shares 260 $247K 0.09% +257 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; 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; 2026Q3: 5,309 shares 5,309 $243K 0.08% -73 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; 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; 2026Q3: 10,759 shares 10,759 $240K 0.08% 0 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; 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; 2026Q3: 1,030 shares 1,030 $236K 0.08% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 588 shares; 2025Q1: 632 shares; 2025Q2: 624 shares; 2025Q3: 635 shares; 2025Q4: 666 shares; 2026Q1: 1,084 shares; 2026Q2: 1,221 shares; 2026Q3: 1,175 shares 1,175 $229K 0.08% -46 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 2,142 shares 2,142 $227K 0.08% 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; 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; 2026Q3: 1,450 shares 1,450 $220K 0.08% -1,100 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361 shares; 2026Q1: 353 shares; 2026Q2: 2,118 shares; 2026Q3: 2,391 shares 2,391 $215K 0.07% +273 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; 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; 2026Q3: 12,792 shares 12,792 $206K 0.07% -2,958 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,826 shares 1,826 $204K 0.07% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,147 shares; 2026Q2: 2,564 shares; 2026Q3: 4,898 shares 4,898 $204K 0.07% +2,334 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares; 2026Q2: 267 shares; 2026Q3: 317 shares 317 $204K 0.07% +50 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; 2024Q4: 633 shares; 2025Q1: 750 shares; 2025Q2: 818 shares; 2025Q3: 848 shares; 2025Q4: 931 shares; 2026Q1: 1,157 shares; 2026Q2: 1,180 shares; 2026Q3: 1,141 shares 1,141 $198K 0.07% -39 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 828 shares; 2025Q1: 927 shares; 2025Q2: 976 shares; 2025Q3: 991 shares; 2025Q4: 1,069 shares; 2026Q1: 1,080 shares; 2026Q2: 1,110 shares; 2026Q3: 722 shares 722 $198K 0.07% -388 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,342 shares 1,342 $197K 0.07% -33 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 3,498 shares 3,498 $190K 0.07% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 386 shares; 2025Q1: 420 shares; 2025Q2: 431 shares; 2025Q3: 439 shares; 2025Q4: 491 shares; 2026Q1: 517 shares; 2026Q2: 528 shares; 2026Q3: 567 shares 567 $183K 0.06% +39 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 113 shares; 2025Q2: 124 shares; 2025Q3: 156 shares; 2025Q4: 161 shares; 2026Q1: 162 shares; 2026Q2: 168 shares; 2026Q3: 171 shares 171 $171K 0.06% +3 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; 2024Q4: 493 shares; 2025Q1: 553 shares; 2025Q2: 601 shares; 2025Q3: 612 shares; 2025Q4: 625 shares; 2026Q1: 612 shares; 2026Q2: 632 shares; 2026Q3: 643 shares 643 $170K 0.06% +11 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,589 shares 1,589 $170K 0.06% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,403 shares; 2026Q3: 7,614 shares 7,614 $167K 0.06% +5,211 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; 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; 2026Q3: 7,900 shares 7,900 $165K 0.06% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 891 shares 891 $164K 0.06% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 707 shares; 2025Q1: 726 shares; 2025Q2: 1,066 shares; 2025Q3: 713 shares; 2025Q4: 590 shares; 2026Q1: 385 shares; 2026Q2: 835 shares; 2026Q3: 787 shares 787 $163K 0.06% -48 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,060 shares; 2026Q3: 3,060 shares 3,060 $159K 0.06% 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; 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; 2026Q3: 4,845 shares 4,845 $158K 0.05% -3,285 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 331 shares; 2026Q1: 330 shares; 2026Q2: 365 shares; 2026Q3: 300 shares 300 $157K 0.05% -65 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,466 shares 2,466 $150K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,343 shares; 2026Q3: 1,315 shares 1,315 $148K 0.05% -28 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; 2024Q4: 155 shares; 2025Q1: 165 shares; 2025Q2: 163 shares; 2025Q3: 165 shares; 2025Q4: 176 shares; 2026Q1: 173 shares; 2026Q2: 114 shares; 2026Q3: 108 shares 108 $145K 0.05% -6 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,440 shares 1,440 $141K 0.05% 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; 2024Q4: not reported; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 1,045 shares; 2026Q1: 761 shares; 2026Q2: 761 shares; 2026Q3: 1,539 shares 1,539 $138K 0.05% +778 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,724 shares; 2026Q3: 1,857 shares 1,857 $126K 0.04% +133 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; 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; 2026Q3: 2,936 shares 2,936 $119K 0.04% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 254 shares; 2026Q1: 182 shares; 2026Q2: 295 shares; 2026Q3: 243 shares 243 $111K 0.04% -52 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,878 shares 1,878 $102K 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; 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; 2026Q3: 1,233 shares 1,233 $100K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 81 shares; 2025Q1: 89 shares; 2025Q2: 91 shares; 2025Q3: 80 shares; 2025Q4: 101 shares; 2026Q1: 89 shares; 2026Q2: 87 shares; 2026Q3: 87 shares 87 $92.1K 0.03% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400 $90.4K 0.03% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 960 shares 960 $88.5K 0.03% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,077 shares; 2026Q1: 1,077 shares; 2026Q2: 1,077 shares; 2026Q3: 1,077 shares 1,077 $82.2K 0.03% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 1,056 shares 1,056 $81.5K 0.03% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163 shares; 2026Q1: 163 shares; 2026Q2: 163 shares; 2026Q3: 906 shares 906 $73.5K 0.03% +743 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,052 shares 1,052 $73.3K 0.03% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,382 shares 1,382 $72.6K 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; 2024Q4: 897 shares; 2025Q1: 1,032 shares; 2025Q2: 1,044 shares; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 897 shares; 2026Q2: 897 shares; 2026Q3: 891 shares 891 $69.5K 0.02% -6 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,336 shares; 2025Q1: 1,336 shares; 2025Q2: 1,372 shares; 2025Q3: 29 shares; 2025Q4: 404 shares; 2026Q1: 431 shares; 2026Q2: 77 shares; 2026Q3: 2,839 shares 2,839 $69.3K 0.02% +2,762 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,288 shares 1,288 $63.4K 0.02% new 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; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 126 shares; 2025Q4: 126 shares; 2026Q1: 126 shares; 2026Q2: 728 shares; 2026Q3: 504 shares 504 $63.3K 0.02% -224 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; 2024Q4: 505 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 458 shares; 2026Q3: 458 shares 458 $62.1K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 257 shares 257 $61.7K 0.02% -1,259 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: 169 shares; 2026Q1: 169 shares; 2026Q2: 780 shares; 2026Q3: 780 shares 780 $61.2K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 576 shares; 2026Q1: 576 shares; 2026Q2: 576 shares; 2026Q3: 576 shares 576 $59.8K 0.02% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 1,183 shares; 2026Q2: 1,455 shares; 2026Q3: 682 shares 682 $57.9K 0.02% -773 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 401 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 2,004 shares; 2026Q3: 2,004 shares 2,004 $56.1K 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; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 97 shares; 2025Q4: 102 shares; 2026Q1: 115 shares; 2026Q2: 80 shares; 2026Q3: 83 shares 83 $55.7K 0.02% +3 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; 2024Q4: 534 shares; 2025Q1: 534 shares; 2025Q2: 534 shares; 2025Q3: 534 shares; 2025Q4: 558 shares; 2026Q1: 558 shares; 2026Q2: 558 shares; 2026Q3: 558 shares 558 $55.4K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 702 shares; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 1,280 shares; 2026Q1: 1,142 shares; 2026Q2: 1,142 shares; 2026Q3: 1,142 shares 1,142 $53.1K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 541 shares; 2026Q1: 541 shares; 2026Q2: 541 shares; 2026Q3: 541 shares 541 $52.7K 0.02% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 747 shares 747 $51.7K 0.02% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 360 shares 360 $51.2K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 891 shares; 2026Q3: 891 shares 891 $50.1K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 214 shares; 2026Q1: 214 shares; 2026Q2: 214 shares; 2026Q3: 214 shares 214 $49.9K 0.02% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 177 shares; 2026Q1: 195 shares; 2026Q2: 87 shares; 2026Q3: 82 shares 82 $49.9K 0.02% -5 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 580 shares; 2026Q2: 580 shares; 2026Q3: 999 shares 999 $46.3K 0.02% +419 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 585 shares 585 $46.3K 0.02% new 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; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares; 2026Q3: 620 shares 620 $43.5K 0.02% +70 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 121 shares; 2026Q3: 121 shares 121 $43.1K 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; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 249 shares; 2025Q3: 243 shares; 2025Q4: 277 shares; 2026Q1: 277 shares; 2026Q2: 277 shares; 2026Q3: 277 shares 277 $43K 0.01% 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; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 449 shares; 2026Q2: 449 shares; 2026Q3: 449 shares 449 $42.7K 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; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 868 shares; 2026Q2: 868 shares; 2026Q3: 868 shares 868 $42.3K 0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 492 shares; 2026Q1: 492 shares; 2026Q2: 492 shares; 2026Q3: 492 shares 492 $41.9K 0.01% 0 Timeline BINC 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 298 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 817 shares 817 $41.5K 0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 301 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 270 shares; 2025Q4: 270 shares; 2026Q1: 270 shares; 2026Q2: 270 shares; 2026Q3: 270 shares 270 $40.2K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 536 shares; 2026Q3: 536 shares 536 $39.7K 0.01% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,056 shares 1,056 $39.4K 0.01% new 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; 2024Q4: 243 shares; 2025Q1: 243 shares; 2025Q2: 251 shares; 2025Q3: 243 shares; 2025Q4: 413 shares; 2026Q1: 413 shares; 2026Q2: 413 shares; 2026Q3: 413 shares 413 $38.9K 0.01% 0 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 455 shares 455 $38.3K 0.01% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 301 shares 301 $36.1K 0.01% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 753 shares 753 $35.5K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 252 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: 869 shares; 2026Q1: 474 shares; 2026Q2: 474 shares; 2026Q3: 474 shares 474 $33.2K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 379 shares; 2025Q3: 379 shares; 2025Q4: 379 shares; 2026Q1: 379 shares; 2026Q2: 379 shares; 2026Q3: 549 shares 549 $32K 0.01% +170 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 112 shares; 2026Q3: 112 shares 112 $31.9K 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; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 341 shares; 2025Q4: 341 shares; 2026Q1: 341 shares; 2026Q2: 341 shares; 2026Q3: 341 shares 341 $31.7K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 99 shares 99 $31.4K 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 357 shares; 2025Q4: 357 shares; 2026Q1: 357 shares; 2026Q2: 357 shares; 2026Q3: 357 shares 357 $31K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 269 shares; 2026Q3: 269 shares 269 $29.2K 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; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares; 2026Q3: 92 shares 92 $28.3K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 300 shares 300 $28.2K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares; 2026Q2: 307 shares; 2026Q3: 307 shares 307 $27.5K 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; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 208 shares; 2026Q1: 88 shares; 2026Q2: 88 shares; 2026Q3: 88 shares 88 $26.8K 0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares; 2026Q3: 49 shares 49 $26.6K 0.01% -37 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 319 shares; 2026Q2: 319 shares; 2026Q3: 319 shares 319 $26.4K 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; 2024Q4: 3,868 shares; 2025Q1: 329 shares; 2025Q2: 250 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 246 shares; 2026Q3: 246 shares 246 $25.8K 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; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 130 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 142 shares; 2026Q3: 142 shares 142 $25.4K 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; 2024Q4: 501 shares; 2025Q1: 19 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 86 shares; 2026Q3: 86 shares 86 $25.4K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 438 shares; 2025Q1: 698 shares; 2025Q2: 505 shares; 2025Q3: 438 shares; 2025Q4: 438 shares; 2026Q1: 438 shares; 2026Q2: 438 shares; 2026Q3: 438 shares 438 $25.3K 0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 96 shares; 2026Q1: 49 shares; 2026Q2: 49 shares; 2026Q3: 28 shares 28 $25.2K 0.01% -21 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 193 shares; 2026Q2: 120 shares; 2026Q3: 120 shares 120 $24.5K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189 shares; 2026Q1: 189 shares; 2026Q2: 189 shares; 2026Q3: 189 shares 189 $24.4K 0.01% 0 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 487 shares 487 $23.8K 0.01% new Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 744 shares 744 $23.2K 0.01% new 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; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 180 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares; 2026Q3: 330 shares 330 $22.9K 0.01% +100 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171 shares; 2026Q1: 127 shares; 2026Q2: 127 shares; 2026Q3: 245 shares 245 $22K 0.01% +118 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36 shares; 2026Q2: 36 shares; 2026Q3: 36 shares 36 $21.9K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 84 shares; 2026Q3: 267 shares 267 $20.9K 0.01% +183 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 52 shares; 2026Q3: 52 shares 52 $20.6K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 1,713 shares; 2026Q3: 228 shares 228 $20.5K 0.01% -1,485 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 91 shares; 2026Q2: 67 shares; 2026Q3: 105 shares 105 $20.3K 0.01% +38 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 327 shares; 2025Q1: 282 shares; 2025Q2: 282 shares; 2025Q3: 322 shares; 2025Q4: 322 shares; 2026Q1: 322 shares; 2026Q2: 322 shares; 2026Q3: 322 shares 322 $20.1K 0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226 shares; 2026Q2: 226 shares; 2026Q3: 374 shares 374 $19.6K 0.01% +148 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71 shares; 2026Q1: 39 shares; 2026Q2: 39 shares; 2026Q3: 183 shares 183 $19.5K 0.01% +144 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 274 shares; 2025Q1: 174 shares; 2025Q2: 180 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 74 shares; 2026Q3: 74 shares 74 $18.9K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares; 2026Q3: 40 shares 40 $18.5K 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; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 664 shares; 2026Q1: 664 shares; 2026Q2: 664 shares; 2026Q3: 664 shares 664 $17.8K 0.01% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 394 shares 394 $17.3K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 544 shares 544 $16.8K 0.01% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 21 shares; 2025Q3: 62 shares; 2025Q4: 74 shares; 2026Q1: 74 shares; 2026Q2: 31 shares; 2026Q3: 31 shares 31 $14.7K 0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 304 shares; 2026Q3: 304 shares 304 $14.7K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 100 shares; 2025Q1: 265 shares; 2025Q2: 265 shares; 2025Q3: 265 shares; 2025Q4: 473 shares; 2026Q1: 265 shares; 2026Q2: 265 shares; 2026Q3: 265 shares 265 $14.5K 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; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares; 2026Q3: 630 shares 630 $14.4K <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; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 174 shares; 2026Q1: 127 shares; 2026Q2: 127 shares; 2026Q3: 102 shares 102 $14K <0.01% -25 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 390 shares; 2026Q1: 158 shares; 2026Q2: 158 shares; 2026Q3: 158 shares 158 $13.6K <0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 39 shares; 2025Q3: 33 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares; 2026Q3: 81 shares 81 $13.3K <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; 2024Q4: 512 shares; 2025Q1: 512 shares; 2025Q2: 512 shares; 2025Q3: 512 shares; 2025Q4: 758 shares; 2026Q1: 230 shares; 2026Q2: 230 shares; 2026Q3: 230 shares 230 $13K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55 shares; 2026Q3: 55 shares 55 $12.9K <0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: not reported; 2025Q4: 93 shares; 2026Q1: 163 shares; 2026Q2: 93 shares; 2026Q3: 93 shares 93 $12.3K <0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares; 2026Q2: 70 shares; 2026Q3: 70 shares 70 $11.9K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 43 shares; 2026Q3: 55 shares 55 $11.9K <0.01% +12 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; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 220 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 220 shares; 2026Q3: 220 shares 220 $11.6K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 351 shares; 2026Q1: 122 shares; 2026Q2: 122 shares; 2026Q3: 122 shares 122 $11.6K <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; 2024Q4: not reported; 2025Q1: 319 shares; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 948 shares; 2026Q1: 319 shares; 2026Q2: 319 shares; 2026Q3: 319 shares 319 $11.3K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 118 shares 118 $11.2K <0.01% +40 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282 shares; 2026Q1: 73 shares; 2026Q2: 73 shares; 2026Q3: 73 shares 73 $10.9K <0.01% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102 shares; 2026Q3: 102 shares 102 $10.6K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 280 shares; 2026Q3: 280 shares 280 $10.3K <0.01% 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; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 589 shares; 2026Q1: 589 shares; 2026Q2: 589 shares; 2026Q3: 89 shares 89 $9.99K <0.01% -500 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 951 shares; 2026Q3: 964 shares 964 $9.78K <0.01% +13 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 82 shares 82 $8.97K <0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 32 shares; 2026Q3: 32 shares 32 $8.96K <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; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares; 2026Q3: 170 shares 170 $8.3K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103 shares; 2026Q1: 103 shares; 2026Q2: 103 shares; 2026Q3: 103 shares 103 $8.24K <0.01% 0 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 81 shares; 2026Q3: 81 shares 81 $8.14K <0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273 shares; 2026Q2: not reported; 2026Q3: 154 shares 154 $8.12K <0.01% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51 shares; 2026Q3: 51 shares 51 $7.92K <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; 2024Q4: 83 shares; 2025Q1: 83 shares; 2025Q2: 85 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 83 shares; 2026Q3: 83 shares 83 $7.76K <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; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 185 shares; 2026Q1: 78 shares; 2026Q2: 78 shares; 2026Q3: 78 shares 78 $7.34K <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; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 190 shares; 2026Q2: 190 shares; 2026Q3: 190 shares 190 $7.2K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 92 shares; 2026Q2: 92 shares; 2026Q3: 92 shares 92 $6.91K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35 shares; 2026Q3: 35 shares 35 $6.78K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 16 shares 16 $6.66K <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; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares; 2026Q3: 100 shares 100 $6.43K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 80 shares; 2026Q3: 80 shares 80 $6.16K <0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 385 shares; 2025Q1: 416 shares; 2025Q2: 434 shares; 2025Q3: 437 shares; 2025Q4: 492 shares; 2026Q1: 530 shares; 2026Q2: 564 shares; 2026Q3: 22 shares 22 $6.06K <0.01% -542 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $5.42K <0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 20 shares; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 300 shares; 2026Q2: 300 shares; 2026Q3: 244 shares 244 $5.31K <0.01% -56 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 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; 2026Q3: 140 shares 140 $5.03K <0.01% -3,488 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18 shares; 2026Q2: 18 shares; 2026Q3: 18 shares 18 $4.99K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 330 shares; 2026Q2: 330 shares; 2026Q3: 330 shares 330 $4.93K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares; 2026Q3: 58 shares 58 $4.9K <0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 64 shares 64 $4.83K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,068 shares; 2026Q3: 1,068 shares 1,068 $4.72K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 90 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 75 shares 75 $4.58K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125 shares; 2026Q3: 125 shares 125 $4.53K <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41 shares; 2026Q3: 41 shares 41 $4.52K <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; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 138 shares; 2026Q2: 138 shares; 2026Q3: 138 shares 138 $4.39K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 1 shares; 2026Q2: 1 shares; 2026Q3: 27 shares 27 $4.34K <0.01% +26 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares; 2026Q3: 4 shares 4 $3.82K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29 shares 29 $3.57K <0.01% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 16 shares; 2026Q2: 16 shares; 2026Q3: 16 shares 16 $3.26K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 12 shares; 2026Q3: 12 shares 12 $3.14K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares; 2026Q3: 22 shares 22 $3K <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; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: not reported; 2025Q4: 530 shares; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 75 shares 75 $2.68K <0.01% +66 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 28 shares 28 $2.63K <0.01% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 159 shares 159 $2.57K <0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 44 shares 44 $2.33K <0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 65 shares 65 $2.31K <0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2 $2.17K <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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares; 2026Q3: 10 shares 10 $2.1K <0.01% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26 shares 26 $2.1K <0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares; 2026Q3: 19 shares 19 $1.62K <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; 2024Q4: 108 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares; 2026Q2: 210 shares; 2026Q3: 108 shares 108 $972 <0.01% -102 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares; 2026Q2: 9 shares; 2026Q3: 9 shares 9 $849 <0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4 shares 4 $717 <0.01% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 44 shares 44 $557 <0.01% new Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3 shares 3 $535 <0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5 shares 5 $487 <0.01% new Timeline