LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,639 shares; 2024Q4: 104,343 shares; 2025Q1: 35,857 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,746 shares; 2026Q1: 201,481 shares; 2026Q2: 218,278 shares 218,278 $23.8M 8.31% +16,797 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427,548 shares; 2024Q4: 449,266 shares; 2025Q1: 638,470 shares; 2025Q2: 410,405 shares; 2025Q3: 414,225 shares; 2025Q4: 258,316 shares; 2026Q1: 251,044 shares; 2026Q2: 272,006 shares 272,006 $21.5M 7.5% +20,962 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: not reported; 2025Q3: not reported; 2025Q4: 188,637 shares; 2026Q1: 191,257 shares; 2026Q2: 210,322 shares 210,322 $19.9M 6.94% +19,065 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165,281 shares; 2025Q3: 165,850 shares; 2025Q4: 162,689 shares; 2026Q1: 163,047 shares; 2026Q2: 163,088 shares 163,088 $16.9M 5.91% +41 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,364 shares; 2024Q4: 17,686 shares; 2025Q1: 94,217 shares; 2025Q2: 105,572 shares; 2025Q3: 107,398 shares; 2025Q4: 112,561 shares; 2026Q1: 275,674 shares; 2026Q2: 291,796 shares 291,796 $15.6M 5.46% +16,122 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: 20,178 shares; 2024Q4: 20,364 shares; 2025Q1: 20,393 shares; 2025Q2: 22,171 shares; 2025Q3: 22,376 shares; 2025Q4: 22,504 shares; 2026Q1: 18,990 shares; 2026Q2: 19,784 shares 19,784 $14.8M 5.16% +794 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,705 shares; 2024Q4: 40,511 shares; 2025Q1: 18,730 shares; 2025Q2: 15,849 shares; 2025Q3: 15,901 shares; 2025Q4: 15,028 shares; 2026Q1: 71,042 shares; 2026Q2: 75,461 shares 75,461 $14M 4.88% +4,419 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: 28,316 shares; 2024Q4: 28,848 shares; 2025Q1: 17,327 shares; 2025Q2: 17,744 shares; 2025Q3: 17,640 shares; 2025Q4: 48,354 shares; 2026Q1: 71,746 shares; 2026Q2: 72,597 shares 72,597 $13.8M 4.83% +851 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,897 shares; 2024Q4: 71,534 shares; 2025Q1: 73,337 shares; 2025Q2: 171,993 shares; 2025Q3: 175,387 shares; 2025Q4: 118,489 shares; 2026Q1: 115,779 shares; 2026Q2: 123,856 shares 123,856 $11.7M 4.09% +8,077 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: 34,531 shares; 2024Q4: 31,748 shares; 2025Q1: 36,274 shares; 2025Q2: 38,257 shares; 2025Q3: 36,474 shares; 2025Q4: 32,783 shares; 2026Q1: 32,659 shares; 2026Q2: 31,996 shares 31,996 $6.4M 2.23% -663 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: 18,816 shares; 2024Q4: 16,379 shares; 2025Q1: 17,140 shares; 2025Q2: 17,299 shares; 2025Q3: 17,040 shares; 2025Q4: 19,438 shares; 2026Q1: 20,239 shares; 2026Q2: 19,115 shares 19,115 $5.53M 1.93% -1,124 Timeline XLC 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: 8,848 shares; 2024Q4: 9,026 shares; 2025Q1: 20,035 shares; 2025Q2: 24,898 shares; 2025Q3: 25,186 shares; 2025Q4: 28,337 shares; 2026Q1: 48,688 shares; 2026Q2: 51,607 shares 51,607 $5.53M 1.93% +2,919 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,961 shares; 2026Q1: 7,438 shares; 2026Q2: 7,739 shares 7,739 $4.96M 1.73% +301 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: 20,654 shares; 2024Q4: 20,614 shares; 2025Q1: 18,227 shares; 2025Q2: 12,564 shares; 2025Q3: 12,166 shares; 2025Q4: 13,026 shares; 2026Q1: 13,266 shares; 2026Q2: 12,820 shares 12,820 $4.53M 1.58% -446 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,749 shares; 2025Q2: 34,736 shares; 2025Q3: 35,631 shares; 2025Q4: 74,919 shares; 2026Q1: 86,634 shares; 2026Q2: 91,529 shares 91,529 $4.15M 1.45% +4,895 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: 12,460 shares; 2024Q4: 12,419 shares; 2025Q1: 10,283 shares; 2025Q2: 9,674 shares; 2025Q3: 9,381 shares; 2025Q4: 15,289 shares; 2026Q1: 13,601 shares; 2026Q2: 10,728 shares 10,728 $4M 1.4% -2,873 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: 18,712 shares; 2024Q4: 16,317 shares; 2025Q1: 15,369 shares; 2025Q2: 15,836 shares; 2025Q3: 15,742 shares; 2025Q4: 22,566 shares; 2026Q1: 16,970 shares; 2026Q2: 15,595 shares 15,595 $3.72M 1.3% -1,375 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,601 shares; 2024Q4: 17,299 shares; 2025Q1: 3,254 shares; 2025Q2: 5,814 shares; 2025Q3: 6,136 shares; 2025Q4: 4,812 shares; 2026Q1: 5,973 shares; 2026Q2: 40,525 shares 40,525 $3.49M 1.22% +34,552 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,877 shares; 2024Q4: 49,974 shares; 2025Q1: 5,363 shares; 2025Q2: 8,910 shares; 2025Q3: 9,407 shares; 2025Q4: 8,393 shares; 2026Q1: 12,257 shares; 2026Q2: 14,374 shares 14,374 $3.4M 1.19% +2,117 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,391 shares; 2025Q2: 26,343 shares; 2025Q3: 26,535 shares; 2025Q4: 22,936 shares; 2026Q1: 28,948 shares; 2026Q2: 31,270 shares 31,270 $3.28M 1.15% +2,322 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: 13,085 shares; 2024Q4: 12,386 shares; 2025Q1: 14,828 shares; 2025Q2: 15,211 shares; 2025Q3: 14,483 shares; 2025Q4: 13,001 shares; 2026Q1: 9,128 shares; 2026Q2: 8,293 shares 8,293 $3.13M 1.09% -835 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,972 shares; 2024Q4: 14,341 shares; 2025Q1: 11,152 shares; 2025Q2: 29,211 shares; 2025Q3: 30,243 shares; 2025Q4: 30,616 shares; 2026Q1: 34,097 shares; 2026Q2: 36,056 shares 36,056 $3M 1.05% +1,959 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,541 shares; 2026Q1: 9,525 shares; 2026Q2: 8,898 shares 8,898 $2.91M 1.02% -627 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,180 shares; 2024Q4: 4,244 shares; 2025Q1: 10,063 shares; 2025Q2: 10,078 shares; 2025Q3: 10,200 shares; 2025Q4: 20,297 shares; 2026Q1: 22,030 shares; 2026Q2: 23,155 shares 23,155 $2.72M 0.95% +1,125 Timeline PPH 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: 35,319 shares; 2024Q4: 36,419 shares; 2025Q1: 41,956 shares; 2025Q2: 39,081 shares; 2025Q3: 40,000 shares; 2025Q4: 32,083 shares; 2026Q1: 23,509 shares; 2026Q2: 24,721 shares 24,721 $2.7M 0.94% +1,212 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: not reported; 2024Q4: not reported; 2025Q1: 53,239 shares; 2025Q2: 30,067 shares; 2025Q3: 30,822 shares; 2025Q4: 30,812 shares; 2026Q1: 55,753 shares; 2026Q2: 58,763 shares 58,763 $2.59M 0.9% +3,010 Timeline VETZ TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,308 shares; 2026Q1: 112,134 shares; 2026Q2: 118,799 shares 118,799 $2.35M 0.82% +6,665 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: 7,308 shares; 2024Q4: 6,735 shares; 2025Q1: 5,846 shares; 2025Q2: 3,961 shares; 2025Q3: 3,765 shares; 2025Q4: 2,395 shares; 2026Q1: 2,282 shares; 2026Q2: 2,106 shares 2,106 $2.24M 0.78% -176 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,995 shares; 2025Q2: 19,918 shares; 2025Q3: 19,935 shares; 2025Q4: 19,943 shares; 2026Q1: 19,274 shares; 2026Q2: 17,951 shares 17,951 $2.06M 0.72% -1,323 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: 15,473 shares; 2025Q2: 9,471 shares; 2025Q3: 9,159 shares; 2025Q4: 10,578 shares; 2026Q1: 10,416 shares; 2026Q2: 9,717 shares 9,717 $2.03M 0.71% -699 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: 9,102 shares; 2024Q4: 8,203 shares; 2025Q1: 7,194 shares; 2025Q2: 6,193 shares; 2025Q3: 6,140 shares; 2025Q4: 6,273 shares; 2026Q1: 6,051 shares; 2026Q2: 5,638 shares 5,638 $1.93M 0.68% -413 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: 3,267 shares; 2024Q4: 3,909 shares; 2025Q1: 3,778 shares; 2025Q2: 3,199 shares; 2025Q3: 3,185 shares; 2025Q4: 3,184 shares; 2026Q1: 1,819 shares; 2026Q2: 1,604 shares 1,604 $1.92M 0.67% -215 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,230 shares; 2025Q3: 5,338 shares; 2025Q4: not reported; 2026Q1: 3,458 shares; 2026Q2: 3,466 shares 3,466 $1.73M 0.61% +8 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: 26,744 shares; 2024Q4: 27,548 shares; 2025Q1: 8,969 shares; 2025Q2: 11,732 shares; 2025Q3: 12,126 shares; 2025Q4: 11,058 shares; 2026Q1: 10,397 shares; 2026Q2: 10,915 shares 10,915 $1.73M 0.6% +518 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: 1,525 shares; 2026Q2: 1,450 shares 1,450 $1.67M 0.58% -75 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,230 shares; 2025Q1: 1,710 shares; 2025Q2: 1,358 shares; 2025Q3: 1,327 shares; 2025Q4: not reported; 2026Q1: 3,751 shares; 2026Q2: 3,975 shares 3,975 $1.67M 0.58% +224 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: 4,979 shares; 2025Q2: 3,726 shares; 2025Q3: 3,580 shares; 2025Q4: 4,297 shares; 2026Q1: 4,167 shares; 2026Q2: 3,895 shares 3,895 $1.66M 0.58% -272 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,813 shares; 2025Q3: 7,760 shares; 2025Q4: 7,098 shares; 2026Q1: 7,027 shares; 2026Q2: 6,582 shares 6,582 $1.66M 0.58% -445 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: 7,414 shares; 2024Q4: 6,701 shares; 2025Q1: 5,486 shares; 2025Q2: 4,634 shares; 2025Q3: 4,574 shares; 2025Q4: 5,125 shares; 2026Q1: 5,564 shares; 2026Q2: 5,199 shares 5,199 $1.64M 0.57% -365 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,198 shares; 2025Q2: 2,115 shares; 2025Q3: 2,059 shares; 2025Q4: 2,580 shares; 2026Q1: 2,611 shares; 2026Q2: 2,813 shares 2,813 $1.58M 0.55% +202 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,060 shares; 2024Q4: 5,377 shares; 2025Q1: 4,253 shares; 2025Q2: 3,671 shares; 2025Q3: 3,667 shares; 2025Q4: 3,389 shares; 2026Q1: 3,255 shares; 2026Q2: 3,022 shares 3,022 $1.57M 0.55% -233 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; 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: 31,756 shares; 2026Q1: 35,083 shares; 2026Q2: 32,335 shares 32,335 $1.46M 0.51% -2,748 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: 4,618 shares; 2024Q4: 4,374 shares; 2025Q1: 4,080 shares; 2025Q2: 3,674 shares; 2025Q3: 3,614 shares; 2025Q4: 3,630 shares; 2026Q1: 3,085 shares; 2026Q2: 2,819 shares 2,819 $1.45M 0.51% -266 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: 2,358 shares; 2024Q4: 2,240 shares; 2025Q1: 2,061 shares; 2025Q2: 1,929 shares; 2025Q3: 1,933 shares; 2025Q4: 2,373 shares; 2026Q1: 1,697 shares; 2026Q2: 1,492 shares 1,492 $1.4M 0.49% -205 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: 5,121 shares; 2024Q4: 4,440 shares; 2025Q1: 4,653 shares; 2025Q2: 4,093 shares; 2025Q3: 4,001 shares; 2025Q4: 3,958 shares; 2026Q1: 4,298 shares; 2026Q2: 3,923 shares 3,923 $1.38M 0.48% -375 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,614 shares; 2026Q2: 9,630 shares 9,630 $1.32M 0.46% +16 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,110 shares; 2025Q3: 20,127 shares; 2025Q4: 20,843 shares; 2026Q1: 12,783 shares; 2026Q2: 11,550 shares 11,550 $1.31M 0.46% -1,233 Timeline XHB 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: 10,135 shares; 2024Q4: 10,364 shares; 2025Q1: 22,271 shares; 2025Q2: 23,598 shares; 2025Q3: 23,919 shares; 2025Q4: 26,745 shares; 2026Q1: 10,475 shares; 2026Q2: 10,659 shares 10,659 $1.23M 0.43% +184 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: 19,535 shares; 2025Q2: 27,556 shares; 2025Q3: 27,419 shares; 2025Q4: 26,321 shares; 2026Q1: 16,424 shares; 2026Q2: 14,012 shares 14,012 $1.23M 0.43% -2,412 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: 10,008 shares; 2024Q4: 10,654 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,331 shares; 2026Q2: 2,079 shares 2,079 $1.21M 0.42% -252 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,858 shares; 2026Q2: 8,643 shares 8,643 $1.21M 0.42% -1,215 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 1,209 shares; 2025Q1: 1,199 shares; 2025Q2: 14,293 shares; 2025Q3: 14,134 shares; 2025Q4: 15,780 shares; 2026Q1: 13,974 shares; 2026Q2: 12,674 shares 12,674 $1.17M 0.41% -1,300 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,223 shares; 2024Q4: 64,278 shares; 2025Q1: 54,550 shares; 2025Q2: 41,797 shares; 2025Q3: 40,350 shares; 2025Q4: 25,821 shares; 2026Q1: 26,462 shares; 2026Q2: 24,344 shares 24,344 $1.16M 0.4% -2,118 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: 9,676 shares; 2024Q4: 10,359 shares; 2025Q1: 7,981 shares; 2025Q2: 6,711 shares; 2025Q3: 6,651 shares; 2025Q4: 4,644 shares; 2026Q1: 4,522 shares; 2026Q2: 4,165 shares 4,165 $1.13M 0.4% -357 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: 12,763 shares; 2024Q4: 13,091 shares; 2025Q1: 14,392 shares; 2025Q2: 13,966 shares; 2025Q3: 14,230 shares; 2025Q4: not reported; 2026Q1: 19,567 shares; 2026Q2: 21,046 shares 21,046 $1.12M 0.39% +1,479 Timeline SOCL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,679 shares; 2026Q1: 24,193 shares; 2026Q2: 25,421 shares 25,421 $1.11M 0.39% +1,228 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,591 shares; 2026Q2: 2,585 shares 2,585 $1.07M 0.38% -6 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,521 shares; 2025Q3: 5,620 shares; 2025Q4: 5,799 shares; 2026Q1: 5,231 shares; 2026Q2: 4,756 shares 4,756 $1.06M 0.37% -475 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,931 shares; 2026Q1: 5,404 shares; 2026Q2: 2,433 shares 2,433 $1.05M 0.37% -2,971 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,748 shares; 2024Q4: 9,765 shares; 2025Q1: 7,909 shares; 2025Q2: 6,015 shares; 2025Q3: 6,069 shares; 2025Q4: 5,250 shares; 2026Q1: 5,025 shares; 2026Q2: 4,580 shares 4,580 $976K 0.34% -445 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,004 shares; 2024Q4: 1,911 shares; 2025Q1: 1,718 shares; 2025Q2: 1,173 shares; 2025Q3: 1,178 shares; 2025Q4: 996 shares; 2026Q1: 927 shares; 2026Q2: 918 shares 918 $957K 0.33% -9 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,350 shares; 2024Q4: 10,350 shares; 2025Q1: 10,350 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 8,400 shares; 2026Q2: 16,800 shares 16,800 $943K 0.33% +8,400 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,587 shares; 2024Q4: 3,724 shares; 2025Q1: 3,309 shares; 2025Q2: 2,214 shares; 2025Q3: 2,154 shares; 2025Q4: 2,469 shares; 2026Q1: 2,449 shares; 2026Q2: 2,233 shares 2,233 $909K 0.32% -216 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: 5,937 shares; 2024Q4: 5,295 shares; 2025Q1: 5,704 shares; 2025Q2: 4,692 shares; 2025Q3: 4,580 shares; 2025Q4: 4,087 shares; 2026Q1: 4,277 shares; 2026Q2: 3,866 shares 3,866 $852K 0.3% -411 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,284 shares; 2025Q2: 6,196 shares; 2025Q3: 6,096 shares; 2025Q4: 4,960 shares; 2026Q1: 4,845 shares; 2026Q2: 4,441 shares 4,441 $798K 0.28% -404 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,368 shares; 2024Q4: 174,310 shares; 2025Q1: 147,522 shares; 2025Q2: 74,065 shares; 2025Q3: 73,789 shares; 2025Q4: 89,509 shares; 2026Q1: 13,022 shares; 2026Q2: 11,697 shares 11,697 $767K 0.27% -1,325 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,665 shares; 2026Q1: 4,664 shares; 2026Q2: 4,041 shares 4,041 $686K 0.24% -623 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: 1,118 shares; 2024Q4: 808 shares; 2025Q1: 2,850 shares; 2025Q2: 2,539 shares; 2025Q3: 2,498 shares; 2025Q4: 2,089 shares; 2026Q1: 1,104 shares; 2026Q2: 899 shares 899 $686K 0.24% -205 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,122 shares; 2024Q4: 12,294 shares; 2025Q1: 18,367 shares; 2025Q2: 13,134 shares; 2025Q3: 12,639 shares; 2025Q4: 9,611 shares; 2026Q1: 9,429 shares; 2026Q2: 8,654 shares 8,654 $682K 0.24% -775 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,213 shares; 2024Q4: 10,555 shares; 2025Q1: 10,497 shares; 2025Q2: 9,071 shares; 2025Q3: 9,170 shares; 2025Q4: 10,609 shares; 2026Q1: 8,080 shares; 2026Q2: 7,420 shares 7,420 $677K 0.24% -660 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: 3,214 shares; 2024Q4: 2,556 shares; 2025Q1: 2,369 shares; 2025Q2: 2,036 shares; 2025Q3: 1,979 shares; 2025Q4: 23,395 shares; 2026Q1: 10,615 shares; 2026Q2: 9,329 shares 9,329 $666K 0.23% -1,286 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,420 shares; 2024Q4: 10,586 shares; 2025Q1: 9,988 shares; 2025Q2: 6,497 shares; 2025Q3: 6,353 shares; 2025Q4: 5,991 shares; 2026Q1: 5,791 shares; 2026Q2: 5,328 shares 5,328 $656K 0.23% -463 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,601 shares; 2026Q2: 1,411 shares 1,411 $611K 0.21% -190 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,404 shares; 2024Q4: 21,896 shares; 2025Q1: 21,877 shares; 2025Q2: 21,397 shares; 2025Q3: 21,908 shares; 2025Q4: 9,029 shares; 2026Q1: 11,024 shares; 2026Q2: 12,186 shares 12,186 $602K 0.21% +1,162 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; 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: 6,773 shares; 2026Q1: 6,773 shares; 2026Q2: 6,773 shares 6,773 $588K 0.21% 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: 3,985 shares; 2026Q1: 1,914 shares; 2026Q2: 1,641 shares 1,641 $549K 0.19% -273 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 772 shares; 2026Q2: 772 shares 772 $506K 0.18% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,299 shares 3,299 $483K 0.17% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 980 shares; 2026Q2: 943 shares 943 $473K 0.17% -37 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS 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: 6,687 shares; 2026Q2: 6,899 shares 6,899 $468K 0.16% +212 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: 12,922 shares; 2024Q4: 12,676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,448 shares; 2026Q2: 2,513 shares 2,513 $417K 0.15% +65 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,275 shares; 2026Q1: 1,289 shares; 2026Q2: 1,275 shares 1,275 $359K 0.13% -14 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: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 401 shares; 2026Q1: 363 shares; 2026Q2: 2,904 shares 2,904 $347K 0.12% +2,541 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,590 shares; 2026Q2: 2,881 shares 2,881 $336K 0.12% +1,291 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: 1,330 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares; 2026Q2: 1,230 shares 1,230 $332K 0.12% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,850 shares; 2026Q1: 8,850 shares; 2026Q2: 8,850 shares 8,850 $320K 0.11% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,883 shares; 2026Q2: 3,950 shares 3,950 $294K 0.1% +67 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,789 shares; 2026Q1: 1,789 shares; 2026Q2: 1,789 shares 1,789 $290K 0.1% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 339 shares 339 $254K 0.09% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 669 shares; 2026Q1: not reported; 2026Q2: 669 shares 669 $250K 0.09% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares; 2026Q2: 1,015 shares 1,015 $242K 0.08% 0 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: 8,119 shares; 2024Q4: 6,663 shares; 2025Q1: 7,260 shares; 2025Q2: 5,167 shares; 2025Q3: 5,194 shares; 2025Q4: 5,460 shares; 2026Q1: 5,197 shares; 2026Q2: 1,497 shares 1,497 $235K 0.08% -3,700 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,360 shares; 2026Q2: 3,360 shares 3,360 $229K 0.08% 0 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL 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: 1,523 shares 1,523 $219K 0.08% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 176 shares 176 $207K 0.07% new Timeline