META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,925 shares; 2024Q4: 43,905 shares; 2025Q1: 43,940 shares; 2025Q2: 44,057 shares; 2025Q3: 44,092 shares; 2025Q4: 44,036 shares; 2026Q1: 44,107 shares; 2026Q2: 44,106 shares 44,106 $24.8M 11.27% -1 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,985 shares; 2024Q4: 20,282 shares; 2025Q1: 21,632 shares; 2025Q2: 21,507 shares; 2025Q3: 21,377 shares; 2025Q4: 20,961 shares; 2026Q1: 20,642 shares; 2026Q2: 20,005 shares 20,005 $7.15M 3.24% -637 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,698 shares; 2025Q2: 9,776 shares; 2025Q3: 11,665 shares; 2025Q4: 28,389 shares; 2026Q1: 67,714 shares; 2026Q2: 69,782 shares 69,782 $7.02M 3.19% +2,068 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,846 shares; 2024Q4: 37,179 shares; 2025Q1: 39,194 shares; 2025Q2: 30,125 shares; 2025Q3: 30,860 shares; 2025Q4: 22,526 shares; 2026Q1: 30,678 shares; 2026Q2: 32,775 shares 32,775 $4.51M 2.04% +2,097 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,641 shares; 2024Q4: 4,641 shares; 2025Q1: 11,562 shares; 2025Q2: 11,144 shares; 2025Q3: 11,144 shares; 2025Q4: 11,106 shares; 2026Q1: 11,289 shares; 2026Q2: 11,249 shares 11,249 $3.97M 1.8% -40 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,889 shares; 2024Q4: 9,025 shares; 2025Q1: 9,142 shares; 2025Q2: 8,774 shares; 2025Q3: 8,803 shares; 2025Q4: 10,433 shares; 2026Q1: 10,675 shares; 2026Q2: 10,574 shares 10,574 $3.94M 1.79% -101 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: not reported; 2025Q1: 3,792 shares; 2025Q2: 4,797 shares; 2025Q3: 6,217 shares; 2025Q4: 6,988 shares; 2026Q1: 7,213 shares; 2026Q2: 6,404 shares 6,404 $3.72M 1.69% -809 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,498 shares; 2024Q4: 8,674 shares; 2025Q1: 8,799 shares; 2025Q2: 8,354 shares; 2025Q3: 8,474 shares; 2025Q4: 10,511 shares; 2026Q1: 11,792 shares; 2026Q2: 11,509 shares 11,509 $3.33M 1.51% -283 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,838 shares; 2024Q4: 4,838 shares; 2025Q1: 4,838 shares; 2025Q2: 4,373 shares; 2025Q3: 4,373 shares; 2025Q4: 4,373 shares; 2026Q1: 3,087 shares; 2026Q2: 3,087 shares 3,087 $3.02M 1.37% 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; 2024Q3: 21,844 shares; 2024Q4: 25,074 shares; 2025Q1: 29,082 shares; 2025Q2: 29,603 shares; 2025Q3: 29,590 shares; 2025Q4: 29,816 shares; 2026Q1: 25,663 shares; 2026Q2: 26,157 shares 26,157 $2.88M 1.31% +494 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,578 shares; 2024Q4: 7,898 shares; 2025Q1: 8,916 shares; 2025Q2: 9,814 shares; 2025Q3: 10,464 shares; 2025Q4: 10,056 shares; 2026Q1: 10,934 shares; 2026Q2: 12,165 shares 12,165 $2.76M 1.25% +1,231 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,387 shares; 2024Q4: 12,772 shares; 2025Q1: 12,892 shares; 2025Q2: 11,971 shares; 2025Q3: 12,086 shares; 2025Q4: 12,687 shares; 2026Q1: 13,333 shares; 2026Q2: 13,634 shares 13,634 $2.73M 1.24% +301 Timeline PMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,672 shares; 2026Q1: 25,011 shares; 2026Q2: 26,042 shares 26,042 $2.61M 1.18% +1,031 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,381 shares; 2024Q4: 34,381 shares; 2025Q1: 34,506 shares; 2025Q2: 32,749 shares; 2025Q3: 32,789 shares; 2025Q4: 32,152 shares; 2026Q1: 29,891 shares; 2026Q2: 29,915 shares 29,915 $2.53M 1.15% +24 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,651 shares; 2026Q1: 28,777 shares; 2026Q2: 30,518 shares 30,518 $2.47M 1.12% +1,741 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,250 shares; 2025Q1: 12,850 shares; 2025Q2: 8,940 shares; 2025Q3: 8,865 shares; 2025Q4: 9,230 shares; 2026Q1: 9,810 shares; 2026Q2: 8,090 shares 8,090 $2.41M 1.09% -1,720 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,263 shares; 2024Q4: 3,877 shares; 2025Q1: 4,381 shares; 2025Q2: 711 shares; 2025Q3: 662 shares; 2025Q4: 728 shares; 2026Q1: 3,309 shares; 2026Q2: 3,483 shares 3,483 $2.39M 1.09% +174 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,370 shares; 2024Q4: 1,507 shares; 2025Q1: 1,539 shares; 2025Q2: 1,863 shares; 2025Q3: 2,117 shares; 2025Q4: 2,983 shares; 2026Q1: 3,294 shares; 2026Q2: 3,614 shares 3,614 $2.32M 1.05% +320 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,424 shares; 2024Q4: 11,424 shares; 2025Q1: 11,424 shares; 2025Q2: 10,409 shares; 2025Q3: 10,409 shares; 2025Q4: 10,413 shares; 2026Q1: 10,413 shares; 2026Q2: 10,413 shares 10,413 $2.09M 0.95% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,237 shares; 2024Q4: 5,767 shares; 2025Q1: 6,347 shares; 2025Q2: 7,468 shares; 2025Q3: 8,349 shares; 2025Q4: 12,328 shares; 2026Q1: 13,591 shares; 2026Q2: 15,096 shares 15,096 $2.08M 0.94% +1,505 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,683 shares; 2024Q4: 111,683 shares; 2025Q1: 111,683 shares; 2025Q2: 102,245 shares; 2025Q3: 102,245 shares; 2025Q4: 102,245 shares; 2026Q1: 98,845 shares; 2026Q2: 98,845 shares 98,845 $1.97M 0.89% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,284 shares; 2024Q4: 4,386 shares; 2025Q1: 4,596 shares; 2025Q2: 4,853 shares; 2025Q3: 4,758 shares; 2025Q4: 4,335 shares; 2026Q1: 4,541 shares; 2026Q2: 4,797 shares 4,797 $1.96M 0.89% +256 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,849 shares; 2024Q4: 4,927 shares; 2025Q1: 4,914 shares; 2025Q2: 5,216 shares; 2025Q3: 5,294 shares; 2025Q4: 5,569 shares; 2026Q1: 5,929 shares; 2026Q2: 6,386 shares 6,386 $1.92M 0.87% +457 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,711 shares; 2026Q1: 10,036 shares; 2026Q2: 20,990 shares 20,990 $1.9M 0.86% +10,954 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,128 shares; 2024Q4: 1,321 shares; 2025Q1: 1,348 shares; 2025Q2: 1,606 shares; 2025Q3: 1,761 shares; 2025Q4: 2,324 shares; 2026Q1: 2,509 shares; 2026Q2: 2,853 shares 2,853 $1.87M 0.85% +344 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 1,103 shares; 2025Q1: 1,304 shares; 2025Q2: 1,501 shares; 2025Q3: 1,660 shares; 2025Q4: 1,654 shares; 2026Q1: 1,758 shares; 2026Q2: 15,252 shares 15,252 $1.82M 0.83% +13,494 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,675 shares; 2024Q4: 5,675 shares; 2025Q1: 5,675 shares; 2025Q2: 5,122 shares; 2025Q3: 5,092 shares; 2025Q4: 5,075 shares; 2026Q1: 5,042 shares; 2026Q2: 4,935 shares 4,935 $1.79M 0.81% -107 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,648 shares; 2024Q4: 5,393 shares; 2025Q1: 5,413 shares; 2025Q2: 4,907 shares; 2025Q3: 4,918 shares; 2025Q4: 4,918 shares; 2026Q1: 4,973 shares; 2026Q2: 4,943 shares 4,943 $1.75M 0.79% -30 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,355 shares; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,013 shares; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares; 2026Q1: 3,013 shares; 2026Q2: 3,013 shares 3,013 $1.74M 0.79% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,426 shares; 2024Q4: 10,426 shares; 2025Q1: 10,426 shares; 2025Q2: 9,396 shares; 2025Q3: 9,396 shares; 2025Q4: 9,289 shares; 2026Q1: 9,389 shares; 2026Q2: 9,389 shares 9,389 $1.73M 0.79% 0 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,107 shares; 2024Q4: 11,020 shares; 2025Q1: 11,546 shares; 2025Q2: 14,033 shares; 2025Q3: 15,784 shares; 2025Q4: 22,359 shares; 2026Q1: 24,705 shares; 2026Q2: 27,717 shares 27,717 $1.72M 0.78% +3,012 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,606 shares; 2024Q4: 6,606 shares; 2025Q1: 6,606 shares; 2025Q2: 5,965 shares; 2025Q3: 5,965 shares; 2025Q4: 5,965 shares; 2026Q1: 6,020 shares; 2026Q2: 5,960 shares 5,960 $1.66M 0.75% -60 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,260 shares; 2024Q4: 20,260 shares; 2025Q1: 20,260 shares; 2025Q2: 18,210 shares; 2025Q3: 18,210 shares; 2025Q4: 18,210 shares; 2026Q1: 18,142 shares; 2026Q2: 18,142 shares 18,142 $1.65M 0.75% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,235 shares; 2024Q4: 22,160 shares; 2025Q1: 22,160 shares; 2025Q2: 20,200 shares; 2025Q3: 20,200 shares; 2025Q4: 20,064 shares; 2026Q1: 20,289 shares; 2026Q2: 20,296 shares 20,296 $1.65M 0.75% +7 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,648 shares; 2024Q4: 31,648 shares; 2025Q1: 31,648 shares; 2025Q2: 28,135 shares; 2025Q3: 27,207 shares; 2025Q4: 27,207 shares; 2026Q1: 27,207 shares; 2026Q2: 27,156 shares 27,156 $1.64M 0.74% -51 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,502 shares; 2024Q4: 10,682 shares; 2025Q1: 10,522 shares; 2025Q2: 8,753 shares; 2025Q3: 8,778 shares; 2025Q4: 8,586 shares; 2026Q1: 6,666 shares; 2026Q2: 6,856 shares 6,856 $1.63M 0.74% +190 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,405 shares; 2024Q4: 5,405 shares; 2025Q1: 5,405 shares; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,516 shares; 2026Q1: 3,516 shares; 2026Q2: 3,516 shares 3,516 $1.61M 0.73% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,055 shares; 2024Q4: 3,181 shares; 2025Q1: 3,453 shares; 2025Q2: 3,724 shares; 2025Q3: 3,911 shares; 2025Q4: 2,671 shares; 2026Q1: 2,922 shares; 2026Q2: 12,797 shares 12,797 $1.59M 0.72% +9,875 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,633 shares; 2024Q4: 6,156 shares; 2025Q1: 7,815 shares; 2025Q2: 8,888 shares; 2025Q3: 9,775 shares; 2025Q4: 10,206 shares; 2026Q1: 11,052 shares; 2026Q2: 12,070 shares 12,070 $1.59M 0.72% +1,018 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,532 shares; 2024Q4: 2,326 shares; 2025Q1: 2,312 shares; 2025Q2: not reported; 2025Q3: 2,700 shares; 2025Q4: 2,123 shares; 2026Q1: 2,062 shares; 2026Q2: 2,113 shares 2,113 $1.56M 0.71% +51 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,530 shares; 2024Q4: 2,735 shares; 2025Q1: 3,097 shares; 2025Q2: 3,723 shares; 2025Q3: 4,123 shares; 2025Q4: 3,203 shares; 2026Q1: 3,562 shares; 2026Q2: 3,941 shares 3,941 $1.54M 0.7% +379 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,918 shares; 2024Q4: 5,923 shares; 2025Q1: 6,910 shares; 2025Q2: 11,104 shares; 2025Q3: 13,669 shares; 2025Q4: 21,023 shares; 2026Q1: 20,208 shares; 2026Q2: 18,514 shares 18,514 $1.53M 0.69% -1,694 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,561 shares; 2025Q1: 2,704 shares; 2025Q2: 2,719 shares; 2025Q3: 2,713 shares; 2025Q4: 1,903 shares; 2026Q1: 1,960 shares; 2026Q2: 2,028 shares 2,028 $1.52M 0.69% +68 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,755 shares; 2024Q4: 6,880 shares; 2025Q1: 6,905 shares; 2025Q2: 6,102 shares; 2025Q3: 6,052 shares; 2025Q4: 6,052 shares; 2026Q1: 6,152 shares; 2026Q2: 6,143 shares 6,143 $1.51M 0.69% -9 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,568 shares; 2024Q4: 2,568 shares; 2025Q1: 2,568 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,257 shares; 2026Q1: 2,251 shares; 2026Q2: 2,250 shares 2,250 $1.5M 0.68% -1 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,641 shares; 2025Q2: 25,393 shares; 2025Q3: 25,393 shares; 2025Q4: 20,485 shares; 2026Q1: 20,685 shares; 2026Q2: 20,437 shares 20,437 $1.47M 0.67% -248 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,724 shares; 2024Q4: 4,235 shares; 2025Q1: 4,804 shares; 2025Q2: 3,187 shares; 2025Q3: 3,178 shares; 2025Q4: 6,595 shares; 2026Q1: 7,485 shares; 2026Q2: 7,428 shares 7,428 $1.42M 0.64% -57 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,741 shares; 2024Q4: 4,052 shares; 2025Q1: 4,553 shares; 2025Q2: 5,434 shares; 2025Q3: 6,052 shares; 2025Q4: 7,850 shares; 2026Q1: 8,672 shares; 2026Q2: 9,748 shares 9,748 $1.38M 0.63% +1,076 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,386 shares; 2024Q4: 8,465 shares; 2025Q1: 9,989 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,860 shares; 2026Q1: 14,540 shares; 2026Q2: 16,401 shares 16,401 $1.36M 0.62% +1,861 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 1,495 shares; 2025Q1: 1,510 shares; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 1,705 shares; 2026Q1: 1,760 shares; 2026Q2: 1,770 shares 1,770 $1.35M 0.61% +10 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,836 shares; 2024Q4: 8,513 shares; 2025Q1: 9,583 shares; 2025Q2: 11,345 shares; 2025Q3: 12,560 shares; 2025Q4: 13,210 shares; 2026Q1: 14,114 shares; 2026Q2: 15,669 shares 15,669 $1.34M 0.61% +1,555 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,592 shares; 2024Q4: 3,184 shares; 2025Q1: 3,384 shares; 2025Q2: 3,874 shares; 2025Q3: 3,874 shares; 2025Q4: 3,697 shares; 2026Q1: 3,772 shares; 2026Q2: 3,922 shares 3,922 $1.34M 0.61% +150 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,000 shares; 2025Q1: 1,450 shares; 2025Q2: 1,475 shares; 2025Q3: 1,275 shares; 2025Q4: 1,393 shares; 2026Q1: 2,303 shares; 2026Q2: 3,538 shares 3,538 $1.34M 0.61% +1,235 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,842 shares; 2024Q4: 74,210 shares; 2025Q1: 74,210 shares; 2025Q2: 66,110 shares; 2025Q3: 66,110 shares; 2025Q4: 66,110 shares; 2026Q1: 66,110 shares; 2026Q2: 66,110 shares 66,110 $1.33M 0.6% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,004 shares; 2024Q4: 13,004 shares; 2025Q1: 13,004 shares; 2025Q2: 11,650 shares; 2025Q3: 11,650 shares; 2025Q4: 11,650 shares; 2026Q1: 11,650 shares; 2026Q2: 11,613 shares 11,613 $1.29M 0.59% -37 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,107 shares; 2026Q2: 3,083 shares 3,083 $1.28M 0.58% -24 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,759 shares; 2024Q4: 4,286 shares; 2025Q1: 4,908 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,751 shares; 2026Q2: 15,735 shares 15,735 $1.27M 0.58% +11,984 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,726 shares; 2025Q3: 28,799 shares; 2025Q4: 34,459 shares; 2026Q1: 13,761 shares; 2026Q2: 13,319 shares 13,319 $1.26M 0.57% -442 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 943 shares; 2026Q2: 1,060 shares 1,060 $1.25M 0.56% +117 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,785 shares; 2024Q4: 14,785 shares; 2025Q1: 14,785 shares; 2025Q2: 13,434 shares; 2025Q3: 13,434 shares; 2025Q4: 13,434 shares; 2026Q1: 13,434 shares; 2026Q2: 13,434 shares 13,434 $1.22M 0.55% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,455 shares; 2026Q1: 3,405 shares; 2026Q2: 3,408 shares 3,408 $1.18M 0.53% +3 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 431 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,660 shares; 2025Q4: 2,590 shares; 2026Q1: 2,590 shares; 2026Q2: 2,585 shares 2,585 $1.15M 0.52% -5 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,186 shares; 2025Q2: 3,710 shares; 2025Q3: 3,710 shares; 2025Q4: 3,919 shares; 2026Q1: 3,919 shares; 2026Q2: 3,914 shares 3,914 $1.15M 0.52% -5 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,439 shares; 2024Q4: 4,890 shares; 2025Q1: 5,506 shares; 2025Q2: 6,672 shares; 2025Q3: 7,510 shares; 2025Q4: 6,923 shares; 2026Q1: 7,376 shares; 2026Q2: 7,910 shares 7,910 $1.15M 0.52% +534 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,452 shares; 2024Q4: 3,500 shares; 2025Q1: 3,309 shares; 2025Q2: 3,340 shares; 2025Q3: 3,263 shares; 2025Q4: 3,291 shares; 2026Q1: 3,316 shares; 2026Q2: 3,316 shares 3,316 $1.14M 0.52% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,810 shares; 2024Q4: 17,810 shares; 2025Q1: 9,752 shares; 2025Q2: 11,923 shares; 2025Q3: 11,923 shares; 2025Q4: 13,727 shares; 2026Q1: 13,977 shares; 2026Q2: 14,114 shares 14,114 $1.13M 0.51% +137 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,966 shares; 2026Q2: 6,780 shares 6,780 $1.12M 0.51% -186 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,023 shares; 2024Q4: 8,023 shares; 2025Q1: 8,023 shares; 2025Q2: 7,110 shares; 2025Q3: 7,110 shares; 2025Q4: 7,110 shares; 2026Q1: 7,110 shares; 2026Q2: 7,101 shares 7,101 $1.1M 0.5% -9 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,701 shares; 2026Q2: 3,725 shares 3,725 $1.09M 0.49% +24 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,218 shares; 2026Q1: 9,526 shares; 2026Q2: 10,990 shares 10,990 $1.09M 0.49% +1,464 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,878 shares; 2024Q4: 16,878 shares; 2025Q1: 16,878 shares; 2025Q2: 14,994 shares; 2025Q3: 14,994 shares; 2025Q4: 14,975 shares; 2026Q1: 14,962 shares; 2026Q2: 14,381 shares 14,381 $1.07M 0.49% -581 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,903 shares; 2024Q4: 7,903 shares; 2025Q1: 7,903 shares; 2025Q2: 6,943 shares; 2025Q3: 6,943 shares; 2025Q4: 6,933 shares; 2026Q1: 6,913 shares; 2026Q2: 6,913 shares 6,913 $1.06M 0.48% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,850 shares; 2024Q4: 7,850 shares; 2025Q1: 7,850 shares; 2025Q2: 7,083 shares; 2025Q3: 7,083 shares; 2025Q4: 7,066 shares; 2026Q1: 7,066 shares; 2026Q2: 7,066 shares 7,066 $1.04M 0.47% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,066 shares; 2024Q4: 18,046 shares; 2025Q1: 21,377 shares; 2025Q2: 7,755 shares; 2025Q3: 8,481 shares; 2025Q4: 13,558 shares; 2026Q1: 24,854 shares; 2026Q2: 22,177 shares 22,177 $1.02M 0.46% -2,677 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,790 shares; 2024Q4: 3,250 shares; 2025Q1: 3,895 shares; 2025Q2: 4,150 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares; 2026Q1: 4,275 shares; 2026Q2: 5,134 shares 5,134 $998K 0.45% +859 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,029 shares; 2024Q4: 9,561 shares; 2025Q1: 11,382 shares; 2025Q2: not reported; 2025Q3: 3,178 shares; 2025Q4: 4,676 shares; 2026Q1: 11,246 shares; 2026Q2: 14,451 shares 14,451 $990K 0.45% +3,205 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,785 shares; 2024Q4: 12,493 shares; 2025Q1: 6,705 shares; 2025Q2: 7,635 shares; 2025Q3: 7,635 shares; 2025Q4: 7,604 shares; 2026Q1: 7,704 shares; 2026Q2: 7,704 shares 7,704 $990K 0.45% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,758 shares; 2026Q1: 12,758 shares; 2026Q2: 12,721 shares 12,721 $989K 0.45% -37 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,287 shares; 2026Q1: 8,524 shares; 2026Q2: 10,173 shares 10,173 $983K 0.45% +1,649 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,202 shares; 2024Q4: 2,714 shares; 2025Q1: 1,286 shares; 2025Q2: 1,245 shares; 2025Q3: 1,245 shares; 2025Q4: 1,669 shares; 2026Q1: 1,206 shares; 2026Q2: 1,191 shares 1,191 $889K 0.4% -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; 2024Q3: 8,831 shares; 2024Q4: 8,831 shares; 2025Q1: 8,831 shares; 2025Q2: 7,890 shares; 2025Q3: 7,901 shares; 2025Q4: 7,901 shares; 2026Q1: 7,901 shares; 2026Q2: 7,345 shares 7,345 $864K 0.39% -556 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,248 shares; 2024Q4: 3,299 shares; 2025Q1: 3,401 shares; 2025Q2: 8,184 shares; 2025Q3: 8,201 shares; 2025Q4: 8,076 shares; 2026Q1: 4,744 shares; 2026Q2: 5,405 shares 5,405 $858K 0.39% +661 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,705 shares; 2026Q1: 14,021 shares; 2026Q2: 17,019 shares 17,019 $855K 0.39% +2,998 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,230 shares; 2024Q4: 15,230 shares; 2025Q1: 15,230 shares; 2025Q2: 13,615 shares; 2025Q3: 12,795 shares; 2025Q4: 12,745 shares; 2026Q1: 12,745 shares; 2026Q2: 12,732 shares 12,732 $854K 0.39% -13 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 193 shares; 2026Q1: 698 shares; 2026Q2: 705 shares 705 $846K 0.38% +7 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,736 shares; 2026Q2: 16,736 shares 16,736 $844K 0.38% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,954 shares; 2026Q1: 9,579 shares; 2026Q2: 11,080 shares 11,080 $837K 0.38% +1,501 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,344 shares; 2024Q4: 1,427 shares; 2025Q1: 1,570 shares; 2025Q2: 1,798 shares; 2025Q3: 1,986 shares; 2025Q4: 1,664 shares; 2026Q1: 1,941 shares; 2026Q2: 2,250 shares 2,250 $833K 0.38% +309 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,983 shares; 2024Q4: 4,983 shares; 2025Q1: 3,033 shares; 2025Q2: 3,687 shares; 2025Q3: 3,693 shares; 2025Q4: 3,693 shares; 2026Q1: 3,765 shares; 2026Q2: 3,749 shares 3,749 $827K 0.37% -16 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,462 shares; 2024Q4: 1,636 shares; 2025Q1: 1,823 shares; 2025Q2: 2,229 shares; 2025Q3: 2,532 shares; 2025Q4: 2,604 shares; 2026Q1: 2,922 shares; 2026Q2: 3,321 shares 3,321 $818K 0.37% +399 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,160 shares; 2024Q4: 1,220 shares; 2025Q1: 2,029 shares; 2025Q2: 2,120 shares; 2025Q3: 2,088 shares; 2025Q4: 11,275 shares; 2026Q1: 11,206 shares; 2026Q2: 11,206 shares 11,206 $800K 0.36% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,852 shares; 2024Q4: 8,852 shares; 2025Q1: 4,914 shares; 2025Q2: 6,058 shares; 2025Q3: 6,058 shares; 2025Q4: 6,035 shares; 2026Q1: 6,075 shares; 2026Q2: 6,035 shares 6,035 $794K 0.36% -40 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,807 shares; 2026Q1: 6,879 shares; 2026Q2: 8,157 shares 8,157 $787K 0.36% +1,278 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,162 shares; 2024Q4: 4,162 shares; 2025Q1: 4,162 shares; 2025Q2: 3,822 shares; 2025Q3: 3,822 shares; 2025Q4: 3,833 shares; 2026Q1: 3,833 shares; 2026Q2: 3,824 shares 3,824 $784K 0.36% -9 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,040 shares; 2026Q1: 11,413 shares; 2026Q2: 13,468 shares 13,468 $784K 0.36% +2,055 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,846 shares; 2024Q4: 1,710 shares; 2025Q1: 2,915 shares; 2025Q2: 3,565 shares; 2025Q3: 3,565 shares; 2025Q4: 4,335 shares; 2026Q1: 4,585 shares; 2026Q2: 4,600 shares 4,600 $775K 0.35% +15 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,579 shares; 2026Q1: 7,714 shares; 2026Q2: 9,433 shares 9,433 $775K 0.35% +1,719 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,510 shares; 2024Q4: 1,505 shares; 2025Q1: 1,593 shares; 2025Q2: 1,818 shares; 2025Q3: 1,818 shares; 2025Q4: 1,829 shares; 2026Q1: 1,584 shares; 2026Q2: 1,606 shares 1,606 $767K 0.35% +22 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,895 shares; 2024Q4: 10,566 shares; 2025Q1: 10,466 shares; 2025Q2: 9,294 shares; 2025Q3: 9,294 shares; 2025Q4: 9,285 shares; 2026Q1: 9,850 shares; 2026Q2: 9,626 shares 9,626 $753K 0.34% -224 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,450 shares 5,450 $753K 0.34% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,727 shares; 2026Q1: 12,581 shares; 2026Q2: 15,070 shares 15,070 $747K 0.34% +2,489 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,194 shares; 2024Q4: 5,194 shares; 2025Q1: 5,159 shares; 2025Q2: 4,659 shares; 2025Q3: 4,560 shares; 2025Q4: 4,373 shares; 2026Q1: 4,407 shares; 2026Q2: 4,417 shares 4,417 $741K 0.34% +10 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,616 shares; 2026Q1: 15,619 shares; 2026Q2: 18,094 shares 18,094 $716K 0.32% +2,475 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,271 shares; 2024Q4: 1,275 shares; 2025Q1: 1,337 shares; 2025Q2: 1,479 shares; 2025Q3: 1,611 shares; 2025Q4: 1,443 shares; 2026Q1: 1,515 shares; 2026Q2: 1,658 shares 1,658 $707K 0.32% +143 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,536 shares; 2025Q3: 4,150 shares; 2025Q4: 7,742 shares; 2026Q1: 8,684 shares; 2026Q2: 10,113 shares 10,113 $697K 0.32% +1,429 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,732 shares; 2024Q4: 1,767 shares; 2025Q1: 1,797 shares; 2025Q2: 1,952 shares; 2025Q3: 1,964 shares; 2025Q4: 1,972 shares; 2026Q1: 2,037 shares; 2026Q2: 1,347 shares 1,347 $692K 0.31% -690 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,292 shares; 2024Q4: 4,960 shares; 2025Q1: 5,804 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,368 shares; 2026Q2: 4,619 shares 4,619 $685K 0.31% +251 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,816 shares; 2024Q4: 1,851 shares; 2025Q1: 1,891 shares; 2025Q2: 2,041 shares; 2025Q3: 1,836 shares; 2025Q4: 1,742 shares; 2026Q1: 1,767 shares; 2026Q2: 1,717 shares 1,717 $683K 0.31% -50 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,866 shares; 2024Q4: 12,633 shares; 2025Q1: 15,125 shares; 2025Q2: 32,826 shares; 2025Q3: 32,750 shares; 2025Q4: 32,283 shares; 2026Q1: 13,535 shares; 2026Q2: 12,917 shares 12,917 $682K 0.31% -618 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,182 shares; 2024Q4: 2,652 shares; 2025Q1: 1,392 shares; 2025Q2: 1,807 shares; 2025Q3: 1,811 shares; 2025Q4: 1,759 shares; 2026Q1: 2,024 shares; 2026Q2: 1,989 shares 1,989 $663K 0.3% -35 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,535 shares; 2024Q4: 29,888 shares; 2025Q1: 17,624 shares; 2025Q2: 21,398 shares; 2025Q3: 21,398 shares; 2025Q4: 14,974 shares; 2026Q1: 15,624 shares; 2026Q2: 15,621 shares 15,621 $661K 0.3% -3 Timeline HGTY HAGERTY INC More: the full row for HAGERTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,000 shares; 2024Q4: 55,000 shares; 2025Q1: 55,000 shares; 2025Q2: 55,000 shares; 2025Q3: 55,000 shares; 2025Q4: 55,000 shares; 2026Q1: 54,765 shares; 2026Q2: 54,765 shares 54,765 $653K 0.3% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,710 shares; 2024Q4: 8,941 shares; 2025Q1: 10,643 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,130 shares; 2026Q2: 6,374 shares 6,374 $626K 0.28% +244 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,605 shares; 2026Q1: 10,359 shares; 2026Q2: 12,536 shares 12,536 $607K 0.28% +2,177 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,713 shares; 2024Q4: 1,588 shares; 2025Q1: 1,618 shares; 2025Q2: 1,739 shares; 2025Q3: 1,747 shares; 2025Q4: 1,092 shares; 2026Q1: 1,082 shares; 2026Q2: 1,076 shares 1,076 $603K 0.27% -6 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,410 shares 1,410 $594K 0.27% new Timeline PICB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,049 shares; 2024Q4: 27,165 shares; 2025Q1: 33,544 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,543 shares; 2026Q2: 25,631 shares 25,631 $594K 0.27% +2,088 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,291 shares; 2025Q3: 6,285 shares; 2025Q4: 10,140 shares; 2026Q1: 11,145 shares; 2026Q2: 12,638 shares 12,638 $580K 0.26% +1,493 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,451 shares; 2024Q4: 30,209 shares; 2025Q1: 36,496 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,468 shares; 2026Q2: 29,993 shares 29,993 $568K 0.26% +2,525 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 1,416 shares; 2025Q1: 1,061 shares; 2025Q2: 1,191 shares; 2025Q3: 1,196 shares; 2025Q4: 5,955 shares; 2026Q1: 5,795 shares; 2026Q2: 5,545 shares 5,545 $551K 0.25% -250 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,100 shares; 2025Q2: 12,310 shares; 2025Q3: 12,310 shares; 2025Q4: 12,310 shares; 2026Q1: 13,860 shares; 2026Q2: 14,039 shares 14,039 $547K 0.25% +179 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,793 shares; 2024Q4: 5,828 shares; 2025Q1: 6,028 shares; 2025Q2: 6,403 shares; 2025Q3: 6,425 shares; 2025Q4: 6,195 shares; 2026Q1: 7,815 shares; 2026Q2: 7,915 shares 7,915 $541K 0.25% +100 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,400 shares; 2026Q1: 4,154 shares; 2026Q2: 4,943 shares 4,943 $539K 0.24% +789 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,371 shares; 2024Q4: 13,371 shares; 2025Q1: 6,963 shares; 2025Q2: 8,956 shares; 2025Q3: 8,956 shares; 2025Q4: 8,935 shares; 2026Q1: 8,935 shares; 2026Q2: 8,135 shares 8,135 $524K 0.24% -800 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 256 shares; 2025Q3: 256 shares; 2025Q4: 226 shares; 2026Q1: 257 shares; 2026Q2: 262 shares 262 $521K 0.24% +5 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720 shares; 2024Q4: not reported; 2025Q1: 1,130 shares; 2025Q2: 1,145 shares; 2025Q3: 1,473 shares; 2025Q4: 1,465 shares; 2026Q1: 1,075 shares; 2026Q2: 975 shares 975 $513K 0.23% -100 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 992 shares; 2024Q4: 995 shares; 2025Q1: 1,000 shares; 2025Q2: 1,020 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 1,015 shares; 2026Q2: 1,014 shares 1,014 $504K 0.23% -1 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,272 shares; 2024Q4: 10,742 shares; 2025Q1: 12,747 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,738 shares; 2026Q2: 11,217 shares 11,217 $494K 0.22% +479 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,805 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $490K 0.22% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,252 shares; 2026Q2: 9,153 shares 9,153 $486K 0.22% +2,901 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,330 shares; 2025Q3: 11,918 shares; 2025Q4: 13,791 shares; 2026Q1: 16,023 shares; 2026Q2: 17,711 shares 17,711 $463K 0.21% +1,688 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,266 shares; 2024Q4: 12,189 shares; 2025Q1: 14,716 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,091 shares; 2026Q2: 9,197 shares 9,197 $463K 0.21% -894 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares; 2025Q4: 1,343 shares; 2026Q1: 1,343 shares; 2026Q2: 1,343 shares 1,343 $454K 0.21% 0 Timeline CEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,761 shares; 2026Q1: 19,644 shares; 2026Q2: 23,492 shares 23,492 $454K 0.21% +3,848 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,789 shares; 2025Q3: 3,364 shares; 2025Q4: 3,510 shares; 2026Q1: 3,778 shares; 2026Q2: 4,696 shares 4,696 $453K 0.21% +918 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,903 shares; 2026Q1: 3,387 shares; 2026Q2: 4,000 shares 4,000 $436K 0.2% +613 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,750 shares; 2026Q2: 2,761 shares 2,761 $433K 0.2% +11 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,415 shares; 2025Q3: 2,765 shares; 2025Q4: 2,930 shares; 2026Q1: 3,184 shares; 2026Q2: 3,546 shares 3,546 $432K 0.2% +362 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 2,622 shares; 2025Q4: 3,156 shares; 2026Q1: 3,416 shares; 2026Q2: 3,793 shares 3,793 $431K 0.2% +377 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,996 shares; 2025Q4: 8,836 shares; 2026Q1: 9,601 shares; 2026Q2: 10,761 shares 10,761 $431K 0.2% +1,160 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,697 shares; 2026Q2: 5,029 shares 5,029 $430K 0.2% +2,332 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,370 shares; 2024Q4: 2,368 shares; 2025Q1: 2,507 shares; 2025Q2: 2,528 shares; 2025Q3: 2,528 shares; 2025Q4: 2,584 shares; 2026Q1: 3,215 shares; 2026Q2: 3,134 shares 3,134 $424K 0.19% -81 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 881 shares; 2024Q4: 881 shares; 2025Q1: 891 shares; 2025Q2: 891 shares; 2025Q3: 891 shares; 2025Q4: 841 shares; 2026Q1: 852 shares; 2026Q2: 842 shares 842 $421K 0.19% -10 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,726 shares; 2026Q2: 2,726 shares 2,726 $390K 0.18% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,523 shares; 2025Q2: 3,009 shares; 2025Q3: 3,435 shares; 2025Q4: 3,253 shares; 2026Q1: 3,849 shares; 2026Q2: 4,692 shares 4,692 $388K 0.18% +843 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 1,152 shares; 2026Q2: 1,158 shares 1,158 $369K 0.17% +6 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,513 shares; 2025Q3: 3,204 shares; 2025Q4: 3,781 shares; 2026Q1: 4,105 shares; 2026Q2: 4,581 shares 4,581 $366K 0.17% +476 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,267 shares; 2025Q2: 6,857 shares; 2025Q3: 6,877 shares; 2025Q4: 6,780 shares; 2026Q1: 5,955 shares; 2026Q2: 5,993 shares 5,993 $341K 0.15% +38 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 537 shares 537 $335K 0.15% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,263 shares; 2025Q1: 1,228 shares; 2025Q2: 1,228 shares; 2025Q3: 1,242 shares; 2025Q4: 1,257 shares; 2026Q1: 1,097 shares; 2026Q2: 963 shares 963 $330K 0.15% -134 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $319K 0.14% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,468 shares; 2026Q1: 4,937 shares; 2026Q2: 5,627 shares 5,627 $318K 0.14% +690 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,072 shares; 2024Q4: not reported; 2025Q1: 1,097 shares; 2025Q2: 1,080 shares; 2025Q3: 1,078 shares; 2025Q4: 1,049 shares; 2026Q1: 1,276 shares; 2026Q2: 1,218 shares 1,218 $306K 0.14% -58 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares; 2026Q1: 249 shares; 2026Q2: 209 shares 209 $289K 0.13% -40 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 950 shares 950 $283K 0.13% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614 shares; 2024Q4: 614 shares; 2025Q1: 614 shares; 2025Q2: 614 shares; 2025Q3: 614 shares; 2025Q4: 614 shares; 2026Q1: 614 shares; 2026Q2: 614 shares 614 $282K 0.13% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,427 shares; 2026Q2: 1,472 shares 1,472 $279K 0.13% +45 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,469 shares; 2025Q1: 3,435 shares; 2025Q2: 3,469 shares; 2025Q3: 3,435 shares; 2025Q4: 6,886 shares; 2026Q1: 3,486 shares; 2026Q2: 3,486 shares 3,486 $270K 0.12% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,235 shares 1,235 $268K 0.12% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,150 shares; 2026Q2: 3,220 shares 3,220 $265K 0.12% +70 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares; 2026Q2: 1,511 shares 1,511 $265K 0.12% +61 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 789 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 701 shares; 2026Q1: 736 shares; 2026Q2: 736 shares 736 $260K 0.12% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,875 shares; 2026Q1: 4,425 shares; 2026Q2: 4,537 shares 4,537 $259K 0.12% +112 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,940 shares; 2026Q1: 19,165 shares; 2026Q2: 18,690 shares 18,690 $248K 0.11% -475 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 363 shares; 2026Q2: 363 shares 363 $230K 0.1% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 695 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 550 shares 550 $217K 0.1% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 610 shares 610 $216K 0.1% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 795 shares 795 $216K 0.1% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,547 shares; 2025Q3: 8,547 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,104 shares 7,104 $206K 0.09% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares; 2025Q1: not reported; 2025Q2: 2,277 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,837 shares 1,837 $203K 0.09% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 211 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $201K 0.09% 0 Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,249 shares; 2024Q4: 18,240 shares; 2025Q1: 20,962 shares; 2025Q2: 28,750 shares; 2025Q3: 32,429 shares; 2025Q4: 17,889 shares; 2026Q1: 17,050 shares; 2026Q2: 14,062 shares 14,062 $44.6K 0.02% -2,988 Timeline