DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,694 shares; 2024Q4: 303,809 shares; 2025Q1: 312,730 shares; 2025Q2: 310,011 shares; 2025Q3: 308,556 shares; 2025Q4: 313,884 shares; 2026Q1: 294,902 shares; 2026Q2: 305,791 shares 305,791 $28.5M 11.15% +10,889 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,264 shares; 2024Q4: 59,188 shares; 2025Q1: 80,278 shares; 2025Q2: 80,139 shares; 2025Q3: 77,003 shares; 2025Q4: 74,109 shares; 2026Q1: 74,212 shares; 2026Q2: 67,753 shares 67,753 $21.3M 8.34% -6,459 Timeline WTV 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: 113,214 shares; 2025Q4: 135,538 shares; 2026Q1: 139,971 shares; 2026Q2: 148,026 shares 148,026 $15.1M 5.89% +8,055 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: 51,225 shares; 2024Q4: 50,829 shares; 2025Q1: 52,006 shares; 2025Q2: 52,363 shares; 2025Q3: 51,797 shares; 2025Q4: 50,849 shares; 2026Q1: 50,156 shares; 2026Q2: 49,961 shares 49,961 $14.5M 5.65% -195 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,921 shares; 2024Q4: 46,658 shares; 2025Q1: 103,039 shares; 2025Q2: 98,918 shares; 2025Q3: 100,606 shares; 2025Q4: 103,517 shares; 2026Q1: 90,442 shares; 2026Q2: 95,403 shares 95,403 $12.4M 4.86% +4,961 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,579 shares; 2026Q2: 37,500 shares 37,500 $11.4M 4.44% +20,921 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: 26,818 shares; 2024Q4: 26,949 shares; 2025Q1: 27,296 shares; 2025Q2: 27,545 shares; 2025Q3: 27,405 shares; 2025Q4: 26,912 shares; 2026Q1: 23,528 shares; 2026Q2: 23,565 shares 23,565 $8.42M 3.29% +37 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: 35,947 shares; 2024Q4: 36,176 shares; 2025Q1: 36,838 shares; 2025Q2: 36,886 shares; 2025Q3: 36,864 shares; 2025Q4: 36,589 shares; 2026Q1: 35,158 shares; 2026Q2: 35,088 shares 35,088 $8.36M 3.27% -70 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,851 shares; 2024Q4: 33,628 shares; 2025Q1: 36,279 shares; 2025Q2: 37,250 shares; 2025Q3: 37,785 shares; 2025Q4: 38,657 shares; 2026Q1: 31,646 shares; 2026Q2: 27,291 shares 27,291 $7.93M 3.1% -4,355 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: 18,677 shares; 2024Q4: 19,063 shares; 2025Q1: 20,509 shares; 2025Q2: 20,530 shares; 2025Q3: 20,544 shares; 2025Q4: 20,199 shares; 2026Q1: 20,176 shares; 2026Q2: 20,426 shares 20,426 $7.62M 2.98% +250 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: 35,710 shares; 2024Q4: 35,573 shares; 2025Q1: 35,148 shares; 2025Q2: 35,503 shares; 2025Q3: 35,517 shares; 2025Q4: 35,101 shares; 2026Q1: 36,027 shares; 2026Q2: 35,792 shares 35,792 $7.16M 2.8% -235 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149,542 shares; 2026Q2: 186,842 shares 186,842 $6.88M 2.69% +37,300 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,013 shares; 2024Q4: 144,845 shares; 2025Q1: 159,873 shares; 2025Q2: 159,492 shares; 2025Q3: 160,156 shares; 2025Q4: 164,705 shares; 2026Q1: 140,372 shares; 2026Q2: 146,375 shares 146,375 $6.68M 2.61% +6,003 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; 2024Q3: 84,612 shares; 2024Q4: 88,540 shares; 2025Q1: 86,526 shares; 2025Q2: 109,777 shares; 2025Q3: 106,444 shares; 2025Q4: 106,124 shares; 2026Q1: 105,206 shares; 2026Q2: 106,726 shares 106,726 $6.15M 2.41% +1,520 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: 14,151 shares; 2024Q4: 14,304 shares; 2025Q1: 14,289 shares; 2025Q2: 14,399 shares; 2025Q3: 14,700 shares; 2025Q4: 14,562 shares; 2026Q1: 14,282 shares; 2026Q2: 14,160 shares 14,160 $5M 1.96% -122 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: 13,313 shares; 2024Q4: 13,244 shares; 2025Q1: 12,712 shares; 2025Q2: 12,495 shares; 2025Q3: 13,537 shares; 2025Q4: 13,582 shares; 2026Q1: 12,634 shares; 2026Q2: 12,662 shares 12,662 $4.69M 1.83% +28 Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,359 shares; 2024Q4: 40,886 shares; 2025Q1: 39,974 shares; 2025Q2: 38,955 shares; 2025Q3: 36,696 shares; 2025Q4: 35,850 shares; 2026Q1: 35,722 shares; 2026Q2: 35,205 shares 35,205 $3.57M 1.4% -517 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,653 shares; 2024Q4: 33,727 shares; 2025Q1: 35,601 shares; 2025Q2: 35,576 shares; 2025Q3: 35,629 shares; 2025Q4: 37,315 shares; 2026Q1: 34,602 shares; 2026Q2: 38,514 shares 38,514 $2.72M 1.07% +3,912 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: 15,417 shares; 2024Q4: 15,386 shares; 2025Q1: 15,284 shares; 2025Q2: 15,292 shares; 2025Q3: 15,239 shares; 2025Q4: 15,107 shares; 2026Q1: 14,562 shares; 2026Q2: 14,568 shares 14,568 $2.69M 1.05% +6 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,858 shares; 2024Q4: 10,634 shares; 2025Q1: 10,839 shares; 2025Q2: 10,741 shares; 2025Q3: 10,618 shares; 2025Q4: 9,323 shares; 2026Q1: 8,212 shares; 2026Q2: 8,117 shares 8,117 $2.66M 1.04% -95 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 3,237 shares; 2026Q2: 3,245 shares 3,245 $2.43M 0.95% +8 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: 2,304 shares; 2024Q4: 2,304 shares; 2025Q1: 2,293 shares; 2025Q2: 2,293 shares; 2025Q3: 2,270 shares; 2025Q4: 2,070 shares; 2026Q1: 2,000 shares; 2026Q2: 1,967 shares 1,967 $2.36M 0.92% -33 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,589 shares; 2024Q4: 24,480 shares; 2025Q1: 29,565 shares; 2025Q2: 33,297 shares; 2025Q3: 38,337 shares; 2025Q4: 38,121 shares; 2026Q1: 35,551 shares; 2026Q2: 43,513 shares 43,513 $2.16M 0.84% +7,962 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: 7,375 shares; 2024Q4: 6,975 shares; 2025Q1: 6,926 shares; 2025Q2: 6,943 shares; 2025Q3: 6,756 shares; 2025Q4: 13,399 shares; 2026Q1: 11,415 shares; 2026Q2: 10,824 shares 10,824 $2.06M 0.81% -591 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: 2,077 shares; 2024Q4: 2,032 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 2,025 shares; 2025Q4: 2,014 shares; 2026Q1: 1,807 shares; 2026Q2: 1,807 shares 1,807 $1.92M 0.75% 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; 2024Q3: 5,240 shares; 2024Q4: 6,681 shares; 2025Q1: 6,591 shares; 2025Q2: 6,529 shares; 2025Q3: 6,533 shares; 2025Q4: 6,532 shares; 2026Q1: 6,459 shares; 2026Q2: 6,343 shares 6,343 $1.91M 0.75% -116 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,518 shares; 2024Q4: 9,518 shares; 2025Q1: 9,518 shares; 2025Q2: 9,518 shares; 2025Q3: 9,268 shares; 2025Q4: 9,068 shares; 2026Q1: 9,464 shares; 2026Q2: 9,464 shares 9,464 $1.89M 0.74% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,132 shares; 2024Q4: 7,072 shares; 2025Q1: 6,971 shares; 2025Q2: 7,024 shares; 2025Q3: 6,875 shares; 2025Q4: 8,099 shares; 2026Q1: 8,109 shares; 2026Q2: 8,151 shares 8,151 $1.8M 0.71% +42 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,745 shares; 2024Q4: 14,745 shares; 2025Q1: 14,710 shares; 2025Q2: 14,710 shares; 2025Q3: 14,573 shares; 2025Q4: 14,573 shares; 2026Q1: 13,430 shares; 2026Q2: 13,430 shares 13,430 $1.57M 0.62% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,172 shares; 2024Q4: 61,176 shares; 2025Q1: 25,052 shares; 2025Q2: 22,543 shares; 2025Q3: 22,194 shares; 2025Q4: 20,049 shares; 2026Q1: 21,593 shares; 2026Q2: 20,229 shares 20,229 $1.56M 0.61% -1,364 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,808 shares; 2024Q4: 13,187 shares; 2025Q1: 13,116 shares; 2025Q2: 13,132 shares; 2025Q3: 13,141 shares; 2025Q4: 12,991 shares; 2026Q1: 12,697 shares; 2026Q2: 12,710 shares 12,710 $1.44M 0.56% +13 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: 1,546 shares; 2024Q4: 1,551 shares; 2025Q1: 2,007 shares; 2025Q2: 2,080 shares; 2025Q3: 1,944 shares; 2025Q4: 1,832 shares; 2026Q1: 1,791 shares; 2026Q2: 1,791 shares 1,791 $1.37M 0.53% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,876 shares; 2024Q4: 4,011 shares; 2025Q1: 3,916 shares; 2025Q2: 3,916 shares; 2025Q3: 3,912 shares; 2025Q4: 3,502 shares; 2026Q1: 3,352 shares; 2026Q2: 3,445 shares 3,445 $1.27M 0.5% +93 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: 2,190 shares; 2024Q4: 2,183 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,353 shares; 2025Q4: 2,326 shares; 2026Q1: 2,447 shares; 2026Q2: 2,447 shares 2,447 $1.22M 0.48% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,256 shares; 2025Q3: 4,175 shares; 2025Q4: 10,182 shares; 2026Q1: 11,310 shares; 2026Q2: 11,117 shares 11,117 $1.2M 0.47% -193 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,144 shares; 2024Q4: 9,002 shares; 2025Q1: 8,992 shares; 2025Q2: 8,992 shares; 2025Q3: 8,939 shares; 2025Q4: 8,689 shares; 2026Q1: 8,372 shares; 2026Q2: 8,273 shares 8,273 $1.18M 0.46% -99 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: 9,640 shares; 2024Q4: 9,641 shares; 2025Q1: 8,922 shares; 2025Q2: 8,923 shares; 2025Q3: 8,818 shares; 2025Q4: 8,239 shares; 2026Q1: 8,054 shares; 2026Q2: 8,054 shares 8,054 $1.18M 0.46% 0 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: 4,704 shares; 2024Q4: 4,704 shares; 2025Q1: 4,704 shares; 2025Q2: 4,666 shares; 2025Q3: 4,673 shares; 2025Q4: 4,673 shares; 2026Q1: 4,673 shares; 2026Q2: 4,673 shares 4,673 $1.18M 0.46% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,647 shares; 2026Q2: 19,830 shares 19,830 $1.15M 0.45% +10,183 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,713 shares; 2024Q4: 5,713 shares; 2025Q1: 5,287 shares; 2025Q2: 5,287 shares; 2025Q3: 5,287 shares; 2025Q4: 5,287 shares; 2026Q1: 5,287 shares; 2026Q2: 5,287 shares 5,287 $1.15M 0.45% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,485 shares; 2024Q4: 6,486 shares; 2025Q1: 5,999 shares; 2025Q2: 6,042 shares; 2025Q3: 6,011 shares; 2025Q4: 5,741 shares; 2026Q1: 5,269 shares; 2026Q2: 4,426 shares 4,426 $1.12M 0.44% -843 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: 16,093 shares; 2024Q4: 16,093 shares; 2025Q1: 15,909 shares; 2025Q2: 15,843 shares; 2025Q3: 15,657 shares; 2025Q4: 14,942 shares; 2026Q1: 14,927 shares; 2026Q2: 14,838 shares 14,838 $1.07M 0.42% -89 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,517 shares; 2024Q4: 8,614 shares; 2025Q1: 8,615 shares; 2025Q2: 8,616 shares; 2025Q3: 8,628 shares; 2025Q4: 7,492 shares; 2026Q1: 7,378 shares; 2026Q2: 7,334 shares 7,334 $1.03M 0.4% -44 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: 5,888 shares; 2024Q4: 5,906 shares; 2025Q1: 5,830 shares; 2025Q2: 5,841 shares; 2025Q3: 5,853 shares; 2025Q4: 5,865 shares; 2026Q1: 6,015 shares; 2026Q2: 5,837 shares 5,837 $968K 0.38% -178 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,335 shares; 2024Q4: 48,849 shares; 2025Q1: 46,054 shares; 2025Q2: 46,934 shares; 2025Q3: 45,874 shares; 2025Q4: 42,646 shares; 2026Q1: 36,327 shares; 2026Q2: 39,925 shares 39,925 $961K 0.38% +3,598 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 696 shares; 2026Q1: not reported; 2026Q2: 11,792 shares 11,792 $950K 0.37% new 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: 1,626 shares; 2024Q4: 1,627 shares; 2025Q1: 1,627 shares; 2025Q2: 1,652 shares; 2025Q3: 1,652 shares; 2025Q4: 1,653 shares; 2026Q1: 1,253 shares; 2026Q2: 1,253 shares 1,253 $936K 0.37% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,229 shares; 2024Q4: 2,251 shares; 2025Q1: 2,658 shares; 2025Q2: 2,800 shares; 2025Q3: 2,374 shares; 2025Q4: 2,253 shares; 2026Q1: 2,230 shares; 2026Q2: 2,214 shares 2,214 $931K 0.36% -16 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,454 shares; 2024Q4: 10,461 shares; 2025Q1: 11,130 shares; 2025Q2: 11,208 shares; 2025Q3: 11,217 shares; 2025Q4: 10,701 shares; 2026Q1: 10,299 shares; 2026Q2: 9,548 shares 9,548 $894K 0.35% -751 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; 2024Q3: 8,542 shares; 2024Q4: 8,542 shares; 2025Q1: 8,542 shares; 2025Q2: 8,542 shares; 2025Q3: 8,542 shares; 2025Q4: 7,610 shares; 2026Q1: 7,424 shares; 2026Q2: 7,424 shares 7,424 $883K 0.35% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,914 shares; 2024Q4: 9,942 shares; 2025Q1: 9,326 shares; 2025Q2: 9,195 shares; 2025Q3: 9,720 shares; 2025Q4: 9,680 shares; 2026Q1: 8,982 shares; 2026Q2: 9,005 shares 9,005 $867K 0.34% +23 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,595 shares; 2024Q4: 16,836 shares; 2025Q1: 16,038 shares; 2025Q2: 16,366 shares; 2025Q3: 14,556 shares; 2025Q4: 8,960 shares; 2026Q1: 6,710 shares; 2026Q2: 6,176 shares 6,176 $862K 0.34% -534 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,925 shares; 2024Q4: 14,283 shares; 2025Q1: 14,500 shares; 2025Q2: 14,668 shares; 2025Q3: 14,779 shares; 2025Q4: 18,555 shares; 2026Q1: 21,466 shares; 2026Q2: 23,725 shares 23,725 $826K 0.32% +2,259 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,354 shares; 2024Q4: 10,053 shares; 2025Q1: 10,226 shares; 2025Q2: 10,072 shares; 2025Q3: 10,082 shares; 2025Q4: 9,868 shares; 2026Q1: 14,261 shares; 2026Q2: 12,372 shares 12,372 $713K 0.28% -1,889 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,088 shares; 2025Q4: 2,097 shares; 2026Q1: 2,074 shares; 2026Q2: 5,653 shares 5,653 $686K 0.27% +3,579 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: 732 shares; 2024Q4: 732 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: 702 shares; 2026Q2: 670 shares 670 $655K 0.26% -32 Timeline DOW DOW HLDGS INC More: the full row for DOW 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: 10,481 shares; 2025Q4: 20,404 shares; 2026Q1: 24,585 shares; 2026Q2: 23,702 shares 23,702 $648K 0.25% -883 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: 4,955 shares; 2025Q4: 5,027 shares; 2026Q1: 5,162 shares; 2026Q2: 7,522 shares 7,522 $643K 0.25% +2,360 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 723 shares; 2025Q2: 761 shares; 2025Q3: 793 shares; 2025Q4: 779 shares; 2026Q1: 862 shares; 2026Q2: 1,122 shares 1,122 $632K 0.25% +260 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,380 shares; 2024Q4: 5,380 shares; 2025Q1: 5,380 shares; 2025Q2: 5,380 shares; 2025Q3: 5,380 shares; 2025Q4: 5,380 shares; 2026Q1: 5,380 shares; 2026Q2: 5,380 shares 5,380 $632K 0.25% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,076 shares 1,076 $625K 0.24% new 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; 2024Q3: 12,026 shares; 2024Q4: 12,026 shares; 2025Q1: 12,026 shares; 2025Q2: 12,026 shares; 2025Q3: 12,026 shares; 2025Q4: 10,260 shares; 2026Q1: 10,260 shares; 2026Q2: 10,260 shares 10,260 $624K 0.24% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $620K 0.24% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,589 shares; 2024Q4: 2,589 shares; 2025Q1: 2,118 shares; 2025Q2: 2,056 shares; 2025Q3: 2,053 shares; 2025Q4: 2,053 shares; 2026Q1: 2,053 shares; 2026Q2: 2,028 shares 2,028 $570K 0.22% -25 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,879 shares; 2024Q4: 2,879 shares; 2025Q1: 2,879 shares; 2025Q2: 2,849 shares; 2025Q3: 2,849 shares; 2025Q4: 2,849 shares; 2026Q1: 2,349 shares; 2026Q2: 2,349 shares 2,349 $561K 0.22% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,767 shares; 2024Q4: 3,771 shares; 2025Q1: 3,901 shares; 2025Q2: 3,906 shares; 2025Q3: 3,930 shares; 2025Q4: 4,066 shares; 2026Q1: 4,070 shares; 2026Q2: 4,075 shares 4,075 $557K 0.22% +5 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,208 shares; 2024Q4: 15,164 shares; 2025Q1: 14,870 shares; 2025Q2: 15,105 shares; 2025Q3: 16,265 shares; 2025Q4: 17,284 shares; 2026Q1: 15,408 shares; 2026Q2: 23,003 shares 23,003 $543K 0.21% +7,595 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: 2,591 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,546 shares; 2026Q1: 2,546 shares; 2026Q2: 2,546 shares 2,546 $511K 0.2% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,545 shares; 2024Q4: 3,534 shares; 2025Q1: 3,150 shares; 2025Q2: 3,132 shares; 2025Q3: 3,065 shares; 2025Q4: 2,950 shares; 2026Q1: 1,904 shares; 2026Q2: 1,904 shares 1,904 $504K 0.2% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 609 shares; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 1,417 shares; 2025Q3: 1,392 shares; 2025Q4: 13,920 shares; 2026Q1: 7,287 shares; 2026Q2: 7,043 shares 7,043 $503K 0.2% -244 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: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 981 shares; 2026Q2: 783 shares 783 $497K 0.19% -198 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,899 shares; 2024Q4: 3,899 shares; 2025Q1: not reported; 2025Q2: 4,666 shares; 2025Q3: 6,383 shares; 2025Q4: 9,163 shares; 2026Q1: 10,171 shares; 2026Q2: 11,951 shares 11,951 $491K 0.19% +1,780 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,791 shares; 2024Q4: 1,791 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares; 2025Q3: 1,791 shares; 2025Q4: 1,791 shares; 2026Q1: 1,791 shares; 2026Q2: 1,791 shares 1,791 $484K 0.19% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,406 shares; 2024Q4: 1,541 shares; 2025Q1: 1,542 shares; 2025Q2: 1,514 shares; 2025Q3: 1,430 shares; 2025Q4: 1,431 shares; 2026Q1: 1,431 shares; 2026Q2: 1,432 shares 1,432 $484K 0.19% +1 Timeline LMBS 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: 15,651 shares; 2024Q4: 16,136 shares; 2025Q1: 16,033 shares; 2025Q2: 15,640 shares; 2025Q3: 13,701 shares; 2025Q4: 12,824 shares; 2026Q1: 11,188 shares; 2026Q2: 9,451 shares 9,451 $470K 0.18% -1,737 Timeline VOOG 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: 1,106 shares; 2024Q4: 1,106 shares; 2025Q1: 1,106 shares; 2025Q2: 1,106 shares; 2025Q3: 1,106 shares; 2025Q4: 1,097 shares; 2026Q1: 930 shares; 2026Q2: 5,580 shares 5,580 $461K 0.18% +4,650 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,977 shares; 2024Q4: 17,175 shares; 2025Q1: 16,241 shares; 2025Q2: 15,781 shares; 2025Q3: 15,348 shares; 2025Q4: 13,555 shares; 2026Q1: 10,860 shares; 2026Q2: 9,638 shares 9,638 $446K 0.17% -1,222 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: 4,936 shares; 2024Q4: 6,487 shares; 2025Q1: 6,962 shares; 2025Q2: 7,190 shares; 2025Q3: 7,867 shares; 2025Q4: 10,004 shares; 2026Q1: 10,401 shares; 2026Q2: 10,405 shares 10,405 $441K 0.17% +4 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,780 shares; 2024Q4: 5,780 shares; 2025Q1: 5,780 shares; 2025Q2: 5,780 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares; 2026Q1: 5,780 shares; 2026Q2: 5,780 shares 5,780 $437K 0.17% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,757 shares; 2024Q4: 19,994 shares; 2025Q1: 19,221 shares; 2025Q2: 19,847 shares; 2025Q3: 19,922 shares; 2025Q4: 30,309 shares; 2026Q1: 30,314 shares; 2026Q2: 30,094 shares 30,094 $418K 0.16% -220 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: 488 shares; 2024Q4: 488 shares; 2025Q1: 429 shares; 2025Q2: 381 shares; 2025Q3: 374 shares; 2025Q4: 374 shares; 2026Q1: 474 shares; 2026Q2: 441 shares 441 $413K 0.16% -33 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 2,462 shares; 2025Q4: 2,579 shares; 2026Q1: 2,584 shares; 2026Q2: 2,872 shares 2,872 $412K 0.16% +288 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,184 shares; 2024Q4: 3,159 shares; 2025Q1: 3,456 shares; 2025Q2: 3,457 shares; 2025Q3: 3,464 shares; 2025Q4: 3,464 shares; 2026Q1: 2,415 shares; 2026Q2: 2,266 shares 2,266 $410K 0.16% -149 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,035 shares; 2024Q4: 5,035 shares; 2025Q1: 6,577 shares; 2025Q2: 6,577 shares; 2025Q3: 6,593 shares; 2025Q4: 6,453 shares; 2026Q1: 6,094 shares; 2026Q2: 5,535 shares 5,535 $398K 0.16% -559 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,305 shares 1,305 $389K 0.15% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,076 shares; 2024Q4: 3,876 shares; 2025Q1: 4,004 shares; 2025Q2: 4,006 shares; 2025Q3: 4,008 shares; 2025Q4: 3,359 shares; 2026Q1: 3,104 shares; 2026Q2: 3,044 shares 3,044 $358K 0.14% -60 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: 6,696 shares; 2024Q4: 6,696 shares; 2025Q1: 5,672 shares; 2025Q2: 5,721 shares; 2025Q3: 5,721 shares; 2025Q4: 5,306 shares; 2026Q1: 5,022 shares; 2026Q2: 4,315 shares 4,315 $356K 0.14% -707 Timeline SDVY 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: 6,488 shares; 2024Q4: 8,178 shares; 2025Q1: 8,178 shares; 2025Q2: 8,178 shares; 2025Q3: 8,178 shares; 2025Q4: 8,178 shares; 2026Q1: 8,178 shares; 2026Q2: 8,178 shares 8,178 $353K 0.14% 0 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: 3,094 shares; 2024Q4: 3,087 shares; 2025Q1: 2,943 shares; 2025Q2: 2,945 shares; 2025Q3: 2,878 shares; 2025Q4: 2,763 shares; 2026Q1: 2,572 shares; 2026Q2: 2,573 shares 2,573 $348K 0.14% +1 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,375 shares; 2024Q4: 6,376 shares; 2025Q1: 6,377 shares; 2025Q2: 6,478 shares; 2025Q3: 5,909 shares; 2025Q4: 2,487 shares; 2026Q1: not reported; 2026Q2: 1,323 shares 1,323 $338K 0.13% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,965 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares; 2026Q1: 2,965 shares; 2026Q2: 2,965 shares 2,965 $324K 0.13% 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; 2024Q3: 3,501 shares; 2024Q4: 3,502 shares; 2025Q1: 3,459 shares; 2025Q2: 3,460 shares; 2025Q3: 3,306 shares; 2025Q4: 3,307 shares; 2026Q1: 3,128 shares; 2026Q2: 3,129 shares 3,129 $320K 0.13% +1 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,620 shares; 2025Q2: 5,620 shares; 2025Q3: 5,620 shares; 2025Q4: 5,620 shares; 2026Q1: 5,620 shares; 2026Q2: 5,620 shares 5,620 $319K 0.12% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: 1,222 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,019 shares; 2026Q1: 1,019 shares; 2026Q2: 1,019 shares 1,019 $319K 0.12% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,696 shares; 2024Q4: 33,310 shares; 2025Q1: 31,346 shares; 2025Q2: 30,846 shares; 2025Q3: 24,347 shares; 2025Q4: 16,587 shares; 2026Q1: 15,318 shares; 2026Q2: 15,318 shares 15,318 $317K 0.12% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 363 shares; 2025Q4: 354 shares; 2026Q1: 409 shares; 2026Q2: 409 shares 409 $301K 0.12% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,404 shares; 2026Q2: 1,404 shares 1,404 $293K 0.11% 0 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: not reported; 2026Q1: 2,950 shares; 2026Q2: 2,998 shares 2,998 $290K 0.11% +48 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,609 shares; 2024Q4: 2,615 shares; 2025Q1: 2,574 shares; 2025Q2: 2,575 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,591 shares; 2026Q2: 1,958 shares 1,958 $287K 0.11% -633 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: 691 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares; 2025Q3: 691 shares; 2025Q4: 691 shares; 2026Q1: 691 shares; 2026Q2: 691 shares 691 $283K 0.11% 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: 3,923 shares; 2024Q4: 3,995 shares; 2025Q1: 4,108 shares; 2025Q2: 4,067 shares; 2025Q3: 4,071 shares; 2025Q4: 3,464 shares; 2026Q1: 3,450 shares; 2026Q2: 3,453 shares 3,453 $281K 0.11% +3 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,876 shares; 2026Q1: 10,037 shares; 2026Q2: 10,037 shares 10,037 $272K 0.11% 0 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,876 shares; 2024Q4: 4,876 shares; 2025Q1: 4,876 shares; 2025Q2: 4,876 shares; 2025Q3: 4,876 shares; 2025Q4: 4,876 shares; 2026Q1: 4,876 shares; 2026Q2: 4,701 shares 4,701 $270K 0.11% -175 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 998 shares; 2025Q4: 998 shares; 2026Q1: 998 shares; 2026Q2: 998 shares 998 $270K 0.11% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,076 shares 1,076 $267K 0.1% 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; 2024Q3: 1,686 shares; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares; 2025Q4: 1,686 shares; 2026Q1: 1,686 shares; 2026Q2: 1,686 shares 1,686 $266K 0.1% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 783 shares 783 $262K 0.1% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares; 2026Q2: 2,981 shares 2,981 $262K 0.1% +781 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 852 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 779 shares; 2026Q2: 699 shares 699 $261K 0.1% -80 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,371 shares; 2026Q1: 2,071 shares; 2026Q2: 1,901 shares 1,901 $257K 0.1% -170 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,645 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 2,645 shares; 2026Q1: 2,645 shares; 2026Q2: 2,645 shares 2,645 $256K 0.1% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 672 shares 672 $254K 0.1% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 614 shares 614 $242K 0.09% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 752 shares; 2025Q4: 752 shares; 2026Q1: 752 shares; 2026Q2: 752 shares 752 $237K 0.09% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,820 shares; 2025Q3: 1,821 shares; 2025Q4: 1,822 shares; 2026Q1: 1,523 shares; 2026Q2: 1,524 shares 1,524 $232K 0.09% +1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 545 shares 545 $232K 0.09% new Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,642 shares; 2024Q4: 6,260 shares; 2025Q1: not reported; 2025Q2: 4,592 shares; 2025Q3: 4,594 shares; 2025Q4: 3,345 shares; 2026Q1: not reported; 2026Q2: 2,400 shares 2,400 $228K 0.09% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 4,736 shares; 2025Q2: 5,421 shares; 2025Q3: 5,278 shares; 2025Q4: 4,876 shares; 2026Q1: 2,168 shares; 2026Q2: 1,446 shares 1,446 $227K 0.09% -722 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL 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: 3,473 shares; 2026Q1: 5,460 shares; 2026Q2: 5,579 shares 5,579 $220K 0.09% +119 Timeline FXL 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: not reported; 2026Q1: not reported; 2026Q2: 996 shares 996 $216K 0.08% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 3,581 shares; 2026Q1: 3,881 shares; 2026Q2: 3,753 shares 3,753 $215K 0.08% -128 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,333 shares; 2024Q4: 2,338 shares; 2025Q1: 2,333 shares; 2025Q2: 2,333 shares; 2025Q3: 2,333 shares; 2025Q4: 2,333 shares; 2026Q1: 2,333 shares; 2026Q2: 2,333 shares 2,333 $212K 0.08% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,986 shares; 2024Q4: not reported; 2025Q1: 2,986 shares; 2025Q2: 2,986 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,812 shares; 2026Q2: 3,496 shares 3,496 $202K 0.08% -316 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM 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: 14,663 shares; 2026Q1: 14,663 shares; 2026Q2: 14,663 shares 14,663 $174K 0.07% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,460 shares; 2024Q4: 11,460 shares; 2025Q1: 11,460 shares; 2025Q2: 11,460 shares; 2025Q3: 11,460 shares; 2025Q4: 11,460 shares; 2026Q1: 11,460 shares; 2026Q2: 11,460 shares 11,460 $128K 0.05% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,200 shares; 2024Q4: 30,200 shares; 2025Q1: 30,200 shares; 2025Q2: 30,200 shares; 2025Q3: 30,200 shares; 2025Q4: 30,200 shares; 2026Q1: 30,200 shares; 2026Q2: 34,200 shares 34,200 $65.7K 0.03% +4,000 Timeline