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: 18,140 shares; 2024Q4: 21,616 shares; 2025Q1: 27,589 shares; 2025Q2: 30,115 shares; 2025Q3: 34,085 shares; 2025Q4: 44,502 shares; 2026Q1: 70,183 shares; 2026Q2: 72,741 shares 72,741 $54.3M 8.9% +2,558 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,764 shares; 2024Q4: 127,643 shares; 2025Q1: 153,776 shares; 2025Q2: 179,435 shares; 2025Q3: 235,592 shares; 2025Q4: 334,702 shares; 2026Q1: 517,197 shares; 2026Q2: 538,226 shares 538,226 $39.5M 6.47% +21,029 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,719 shares; 2024Q4: 36,954 shares; 2025Q1: 36,732 shares; 2025Q2: 40,890 shares; 2025Q3: 62,937 shares; 2025Q4: 62,449 shares; 2026Q1: 185,084 shares; 2026Q2: 179,388 shares 179,388 $28.2M 4.61% -5,696 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: 64,460 shares; 2024Q4: 63,878 shares; 2025Q1: 61,774 shares; 2025Q2: 61,951 shares; 2025Q3: 61,732 shares; 2025Q4: 58,602 shares; 2026Q1: 59,880 shares; 2026Q2: 59,290 shares 59,290 $21.2M 3.47% -590 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,430 shares; 2024Q4: 6,778 shares; 2025Q1: 5,937 shares; 2025Q2: 5,464 shares; 2025Q3: 3,617 shares; 2025Q4: 2,972 shares; 2026Q1: 184,929 shares; 2026Q2: 190,661 shares 190,661 $17.6M 2.88% +5,732 Timeline PAAA 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: not reported; 2024Q4: not reported; 2025Q1: 14,096 shares; 2025Q2: 17,009 shares; 2025Q3: 58,371 shares; 2025Q4: 228,849 shares; 2026Q1: 327,947 shares; 2026Q2: 323,598 shares 323,598 $16.6M 2.72% -4,349 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,335 shares; 2024Q4: 10,625 shares; 2025Q1: 14,055 shares; 2025Q2: 20,072 shares; 2025Q3: 24,882 shares; 2025Q4: 114,465 shares; 2026Q1: 154,696 shares; 2026Q2: 159,920 shares 159,920 $16.1M 2.64% +5,224 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,370 shares; 2024Q4: 159,816 shares; 2025Q1: 174,971 shares; 2025Q2: 205,499 shares; 2025Q3: 273,234 shares; 2025Q4: 389,627 shares; 2026Q1: 577,011 shares; 2026Q2: 590,216 shares 590,216 $13.4M 2.2% +13,205 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 76,142 shares; 2026Q1: 225,924 shares; 2026Q2: 237,546 shares 237,546 $12.2M 1.99% +11,622 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: 48,397 shares; 2024Q4: 47,965 shares; 2025Q1: 47,054 shares; 2025Q2: 47,185 shares; 2025Q3: 44,894 shares; 2025Q4: 43,323 shares; 2026Q1: 45,766 shares; 2026Q2: 45,483 shares 45,483 $11.6M 1.89% -283 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,945 shares; 2026Q2: 51,478 shares 51,478 $11.3M 1.85% +1,533 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: 49,085 shares; 2024Q4: 48,918 shares; 2025Q1: 47,176 shares; 2025Q2: 47,549 shares; 2025Q3: 47,007 shares; 2025Q4: 44,845 shares; 2026Q1: 43,635 shares; 2026Q2: 43,772 shares 43,772 $10.5M 1.71% +137 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: 32,125 shares; 2024Q4: 31,440 shares; 2025Q1: 30,086 shares; 2025Q2: 30,298 shares; 2025Q3: 29,709 shares; 2025Q4: 28,568 shares; 2026Q1: 30,933 shares; 2026Q2: 31,707 shares 31,707 $10.4M 1.7% +774 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: 68,252 shares; 2024Q4: 68,847 shares; 2025Q1: 70,243 shares; 2025Q2: 70,458 shares; 2025Q3: 78,857 shares; 2025Q4: 85,760 shares; 2026Q1: 131,123 shares; 2026Q2: 130,396 shares 130,396 $10.3M 1.69% -727 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: 6,825 shares; 2024Q4: 6,590 shares; 2025Q1: 6,285 shares; 2025Q2: 6,440 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,393 shares; 2026Q2: 129,734 shares 129,734 $8.94M 1.47% +4,341 Timeline SGVT 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: 91,045 shares; 2026Q1: 65,973 shares; 2026Q2: 88,563 shares 88,563 $8.92M 1.46% +22,590 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: 7,442 shares; 2024Q4: 7,287 shares; 2025Q1: 7,037 shares; 2025Q2: 7,001 shares; 2025Q3: 15,158 shares; 2025Q4: 15,957 shares; 2026Q1: 21,451 shares; 2026Q2: 21,545 shares 21,545 $7.94M 1.3% +94 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,091 shares; 2024Q4: 51,325 shares; 2025Q1: 52,691 shares; 2025Q2: 53,457 shares; 2025Q3: 57,560 shares; 2025Q4: 60,508 shares; 2026Q1: 60,804 shares; 2026Q2: 61,285 shares 61,285 $7.53M 1.23% +481 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,793 shares; 2026Q1: 38,112 shares; 2026Q2: 45,825 shares 45,825 $7.25M 1.19% +7,713 Timeline SPMD 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: 22,522 shares; 2024Q4: 28,663 shares; 2025Q1: 39,478 shares; 2025Q2: 44,833 shares; 2025Q3: 59,322 shares; 2025Q4: 92,253 shares; 2026Q1: 102,970 shares; 2026Q2: 105,712 shares 105,712 $7.14M 1.17% +2,742 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: 59,276 shares; 2024Q4: 59,008 shares; 2025Q1: 56,223 shares; 2025Q2: 55,997 shares; 2025Q3: 53,992 shares; 2025Q4: 48,357 shares; 2026Q1: 48,781 shares; 2026Q2: 48,579 shares 48,579 $7.12M 1.17% -202 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: 25,527 shares; 2024Q4: 24,698 shares; 2025Q1: 23,628 shares; 2025Q2: 24,596 shares; 2025Q3: 24,574 shares; 2025Q4: 23,845 shares; 2026Q1: 23,228 shares; 2026Q2: 24,189 shares 24,189 $7M 1.15% +961 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,864 shares; 2024Q4: 13,667 shares; 2025Q1: 18,389 shares; 2025Q2: 19,589 shares; 2025Q3: 26,780 shares; 2025Q4: 42,731 shares; 2026Q1: 52,663 shares; 2026Q2: 54,937 shares 54,937 $6.84M 1.12% +2,274 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,608 shares; 2024Q4: 46,850 shares; 2025Q1: 50,624 shares; 2025Q2: 56,683 shares; 2025Q3: 74,216 shares; 2025Q4: 117,312 shares; 2026Q1: 131,887 shares; 2026Q2: 136,849 shares 136,849 $6.73M 1.1% +4,962 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,417 shares; 2024Q4: 41,493 shares; 2025Q1: 70,202 shares; 2025Q2: 88,543 shares; 2025Q3: 207,327 shares; 2025Q4: 212,727 shares; 2026Q1: 196,402 shares; 2026Q2: 197,442 shares 197,442 $6.57M 1.08% +1,040 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,630 shares; 2024Q4: 1,606 shares; 2025Q1: 2,805 shares; 2025Q2: 3,129 shares; 2025Q3: 5,333 shares; 2025Q4: 28,476 shares; 2026Q1: 33,045 shares; 2026Q2: 34,397 shares 34,397 $6.54M 1.07% +1,352 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: 53,759 shares; 2024Q4: 53,756 shares; 2025Q1: 51,295 shares; 2025Q2: 51,662 shares; 2025Q3: 48,323 shares; 2025Q4: 45,274 shares; 2026Q1: 45,597 shares; 2026Q2: 43,666 shares 43,666 $6.4M 1.05% -1,931 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: 17,077 shares; 2024Q4: 17,148 shares; 2025Q1: 17,306 shares; 2025Q2: 17,746 shares; 2025Q3: 17,846 shares; 2025Q4: 17,051 shares; 2026Q1: 16,977 shares; 2026Q2: 17,031 shares 17,031 $6.35M 1.04% +54 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: 43,791 shares; 2024Q4: 43,676 shares; 2025Q1: 40,701 shares; 2025Q2: 40,339 shares; 2025Q3: 36,301 shares; 2025Q4: 33,285 shares; 2026Q1: 34,465 shares; 2026Q2: 34,094 shares 34,094 $6.3M 1.03% -371 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 54,700 shares; 2026Q1: 102,700 shares; 2026Q2: 120,631 shares 120,631 $6.09M 1% +17,931 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: 27,779 shares; 2024Q4: 27,250 shares; 2025Q1: 26,451 shares; 2025Q2: 26,482 shares; 2025Q3: 25,287 shares; 2025Q4: 23,986 shares; 2026Q1: 31,779 shares; 2026Q2: 30,585 shares 30,585 $5.53M 0.91% -1,194 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,692 shares; 2026Q2: 14,420 shares 14,420 $5.2M 0.85% +2,728 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: 1,608 shares; 2024Q4: 2,046 shares; 2025Q1: 3,047 shares; 2025Q2: 3,187 shares; 2025Q3: 3,798 shares; 2025Q4: 5,750 shares; 2026Q1: 6,695 shares; 2026Q2: 6,768 shares 6,768 $4.98M 0.82% +73 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: 16,608 shares; 2024Q4: 16,832 shares; 2025Q1: 17,799 shares; 2025Q2: 18,605 shares; 2025Q3: 19,356 shares; 2025Q4: 19,724 shares; 2026Q1: 18,631 shares; 2026Q2: 19,142 shares 19,142 $4.56M 0.75% +511 Timeline GBIL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,887 shares; 2026Q2: 43,616 shares 43,616 $4.37M 0.72% -2,271 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,551 shares; 2024Q4: 12,314 shares; 2025Q1: 12,888 shares; 2025Q2: 14,996 shares; 2025Q3: 15,010 shares; 2025Q4: 19,541 shares; 2026Q1: 37,534 shares; 2026Q2: 39,446 shares 39,446 $4.32M 0.71% +1,912 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: 35,269 shares; 2024Q4: 35,007 shares; 2025Q1: 34,473 shares; 2025Q2: 34,912 shares; 2025Q3: 32,553 shares; 2025Q4: 29,939 shares; 2026Q1: 31,876 shares; 2026Q2: 30,864 shares 30,864 $4.18M 0.68% -1,012 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: 17,631 shares; 2024Q4: 17,950 shares; 2025Q1: 18,534 shares; 2025Q2: 19,911 shares; 2025Q3: 20,527 shares; 2025Q4: 19,313 shares; 2026Q1: 19,506 shares; 2026Q2: 20,779 shares 20,779 $4.16M 0.68% +1,273 Timeline JPIE 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: 8,433 shares; 2024Q4: 17,110 shares; 2025Q1: 28,383 shares; 2025Q2: 36,996 shares; 2025Q3: 47,005 shares; 2025Q4: 63,589 shares; 2026Q1: 80,582 shares; 2026Q2: 87,152 shares 87,152 $4.01M 0.66% +6,570 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,165 shares; 2024Q4: 26,502 shares; 2025Q1: 31,488 shares; 2025Q2: 40,499 shares; 2025Q3: 52,655 shares; 2025Q4: 69,804 shares; 2026Q1: 90,121 shares; 2026Q2: 93,733 shares 93,733 $3.98M 0.65% +3,612 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,119 shares; 2026Q2: 74,061 shares 74,061 $3.97M 0.65% +6,942 Timeline VRP 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: 84,976 shares; 2024Q4: 85,461 shares; 2025Q1: 90,596 shares; 2025Q2: 95,587 shares; 2025Q3: 96,700 shares; 2025Q4: 115,291 shares; 2026Q1: 156,177 shares; 2026Q2: 161,006 shares 161,006 $3.91M 0.64% +4,829 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: 81,060 shares; 2024Q4: 81,451 shares; 2025Q1: 77,618 shares; 2025Q2: 76,007 shares; 2025Q3: 72,426 shares; 2025Q4: 64,699 shares; 2026Q1: 70,847 shares; 2026Q2: 67,246 shares 67,246 $3.89M 0.64% -3,601 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,051 shares; 2024Q4: 39,321 shares; 2025Q1: 39,889 shares; 2025Q2: 39,684 shares; 2025Q3: 39,520 shares; 2025Q4: 40,185 shares; 2026Q1: 40,424 shares; 2026Q2: 40,548 shares 40,548 $3.89M 0.64% +124 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,489 shares; 2026Q2: 54,986 shares 54,986 $3.78M 0.62% +3,497 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,405 shares; 2025Q1: 3,570 shares; 2025Q2: 3,629 shares; 2025Q3: 3,786 shares; 2025Q4: 3,826 shares; 2026Q1: 3,808 shares; 2026Q2: 3,867 shares 3,867 $3.72M 0.61% +59 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,710 shares; 2026Q2: 38,121 shares 38,121 $3.68M 0.6% +411 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: 31,411 shares; 2024Q4: 30,147 shares; 2025Q1: 30,127 shares; 2025Q2: 30,137 shares; 2025Q3: 29,206 shares; 2025Q4: 29,212 shares; 2026Q1: 29,746 shares; 2026Q2: 28,505 shares 28,505 $3.66M 0.6% -1,241 Timeline MTUM 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: 9,611 shares; 2026Q2: 10,083 shares 10,083 $3.46M 0.57% +472 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: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,069 shares; 2026Q2: 4,613 shares 4,613 $3.45M 0.57% +544 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: 2,344 shares; 2024Q4: 2,345 shares; 2025Q1: 2,346 shares; 2025Q2: 2,654 shares; 2025Q3: 2,580 shares; 2025Q4: 2,581 shares; 2026Q1: 3,187 shares; 2026Q2: 3,088 shares 3,088 $3.29M 0.54% -99 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,057 shares; 2024Q4: 143,588 shares; 2025Q1: 143,593 shares; 2025Q2: 143,730 shares; 2025Q3: 135,289 shares; 2025Q4: 122,723 shares; 2026Q1: 165,173 shares; 2026Q2: 164,883 shares 164,883 $3.22M 0.53% -290 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,062 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,693 shares; 2026Q1: 48,177 shares; 2026Q2: 50,957 shares 50,957 $3.2M 0.53% +2,780 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,485 shares; 2024Q4: 3,981 shares; 2025Q1: 4,474 shares; 2025Q2: 3,040 shares; 2025Q3: 29,952 shares; 2025Q4: 24,999 shares; 2026Q1: 27,863 shares; 2026Q2: 31,348 shares 31,348 $3.16M 0.52% +3,485 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: 1,910 shares; 2026Q1: 2,270 shares; 2026Q2: 2,618 shares 2,618 $3.14M 0.51% +348 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: 3,905 shares; 2024Q4: 4,258 shares; 2025Q1: 5,515 shares; 2025Q2: 5,699 shares; 2025Q3: 8,480 shares; 2025Q4: 9,863 shares; 2026Q1: 10,496 shares; 2026Q2: 10,313 shares 10,313 $3.07M 0.5% -183 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,014 shares; 2026Q2: 24,718 shares 24,718 $3.07M 0.5% +18,704 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 3,274 shares; 2025Q1: 3,475 shares; 2025Q2: 3,511 shares; 2025Q3: 5,366 shares; 2025Q4: 5,655 shares; 2026Q1: 5,916 shares; 2026Q2: 6,185 shares 6,185 $3.06M 0.5% +269 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: 26,718 shares; 2024Q4: 26,718 shares; 2025Q1: 26,618 shares; 2025Q2: 26,318 shares; 2025Q3: 26,012 shares; 2025Q4: 25,730 shares; 2026Q1: 25,630 shares; 2026Q2: 25,343 shares 25,343 $2.98M 0.49% -287 Timeline AME AMETEK INC More: the full row for AMETEK 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: 8,296 shares; 2025Q4: 11,441 shares; 2026Q1: 12,177 shares; 2026Q2: 12,166 shares 12,166 $2.94M 0.48% -11 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: 3,180 shares; 2025Q2: 3,369 shares; 2025Q3: 3,369 shares; 2025Q4: not reported; 2026Q1: 28,585 shares; 2026Q2: 27,422 shares 27,422 $2.76M 0.45% -1,163 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,783 shares; 2024Q4: 50,401 shares; 2025Q1: 54,261 shares; 2025Q2: 58,665 shares; 2025Q3: 70,178 shares; 2025Q4: 89,813 shares; 2026Q1: 94,081 shares; 2026Q2: 94,845 shares 94,845 $2.58M 0.42% +764 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: 14,348 shares; 2024Q4: 14,648 shares; 2025Q1: 14,546 shares; 2025Q2: 17,576 shares; 2025Q3: 17,603 shares; 2025Q4: 17,631 shares; 2026Q1: 19,256 shares; 2026Q2: 17,654 shares 17,654 $2.41M 0.4% -1,602 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,331 shares; 2026Q2: 10,244 shares 10,244 $2.27M 0.37% -87 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,120 shares; 2024Q4: 16,856 shares; 2025Q1: 16,807 shares; 2025Q2: 16,601 shares; 2025Q3: 22,148 shares; 2025Q4: 25,183 shares; 2026Q1: 24,668 shares; 2026Q2: 24,594 shares 24,594 $2.18M 0.36% -74 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: 7,985 shares; 2024Q4: 7,904 shares; 2025Q1: 8,266 shares; 2025Q2: 9,813 shares; 2025Q3: 10,017 shares; 2025Q4: 10,204 shares; 2026Q1: 12,846 shares; 2026Q2: 12,639 shares 12,639 $2.09M 0.34% -207 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,845 shares; 2024Q4: 27,096 shares; 2025Q1: 26,399 shares; 2025Q2: 26,219 shares; 2025Q3: 24,971 shares; 2025Q4: 22,769 shares; 2026Q1: 22,500 shares; 2026Q2: 21,111 shares 21,111 $2.03M 0.33% -1,389 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,676 shares; 2026Q2: 33,228 shares 33,228 $1.96M 0.32% +21,552 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: 32,580 shares; 2026Q2: 33,432 shares 33,432 $1.95M 0.32% +852 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,996 shares; 2024Q4: 24,902 shares; 2025Q1: 23,943 shares; 2025Q2: 23,994 shares; 2025Q3: 23,654 shares; 2025Q4: 24,390 shares; 2026Q1: 25,818 shares; 2026Q2: 26,517 shares 26,517 $1.91M 0.31% +699 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF 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: 111,158 shares; 2026Q1: 125,192 shares; 2026Q2: 114,594 shares 114,594 $1.9M 0.31% -10,598 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: 3,104 shares; 2024Q4: 3,206 shares; 2025Q1: 3,182 shares; 2025Q2: 3,355 shares; 2025Q3: 3,845 shares; 2025Q4: 4,091 shares; 2026Q1: 4,994 shares; 2026Q2: 5,362 shares 5,362 $1.89M 0.31% +368 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW 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: 44,656 shares 44,656 $1.85M 0.3% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,368 shares; 2026Q2: 11,734 shares 11,734 $1.83M 0.3% +366 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,302 shares; 2024Q4: 40,565 shares; 2025Q1: 40,210 shares; 2025Q2: 40,046 shares; 2025Q3: 36,607 shares; 2025Q4: 32,508 shares; 2026Q1: 32,797 shares; 2026Q2: 31,251 shares 31,251 $1.79M 0.29% -1,546 Timeline DGRO 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: 17,715 shares; 2026Q2: 22,654 shares 22,654 $1.72M 0.28% +4,939 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,315 shares; 2024Q4: 46,315 shares; 2025Q1: 46,315 shares; 2025Q2: 48,495 shares; 2025Q3: 48,495 shares; 2025Q4: 46,315 shares; 2026Q1: 46,315 shares; 2026Q2: 46,315 shares 46,315 $1.7M 0.28% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,147 shares; 2026Q2: 17,478 shares 17,478 $1.69M 0.28% +331 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: 928 shares; 2024Q4: 393 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,758 shares; 2026Q2: 13,448 shares 13,448 $1.61M 0.26% +11,690 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,140 shares; 2024Q4: 2,147 shares; 2025Q1: 2,148 shares; 2025Q2: 2,147 shares; 2025Q3: 2,149 shares; 2025Q4: 2,150 shares; 2026Q1: 2,148 shares; 2026Q2: 2,148 shares 2,148 $1.55M 0.25% 0 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: 6,199 shares; 2024Q4: 6,208 shares; 2025Q1: 4,211 shares; 2025Q2: 4,688 shares; 2025Q3: 4,693 shares; 2025Q4: 4,624 shares; 2026Q1: 5,246 shares; 2026Q2: 4,088 shares 4,088 $1.53M 0.25% -1,158 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: not reported; 2026Q1: 19,212 shares; 2026Q2: 20,230 shares 20,230 $1.53M 0.25% +1,018 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: 5,722 shares; 2024Q4: 5,910 shares; 2025Q1: 5,467 shares; 2025Q2: 5,550 shares; 2025Q3: 5,817 shares; 2025Q4: 5,816 shares; 2026Q1: 7,204 shares; 2026Q2: 6,748 shares 6,748 $1.5M 0.25% -456 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,188 shares; 2024Q4: 5,293 shares; 2025Q1: 7,229 shares; 2025Q2: 8,686 shares; 2025Q3: 12,906 shares; 2025Q4: 19,399 shares; 2026Q1: 4,775 shares; 2026Q2: 4,943 shares 4,943 $1.5M 0.25% +168 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,234 shares; 2024Q4: 17,193 shares; 2025Q1: 16,347 shares; 2025Q2: 16,186 shares; 2025Q3: 15,295 shares; 2025Q4: 13,018 shares; 2026Q1: 12,533 shares; 2026Q2: 10,753 shares 10,753 $1.5M 0.25% -1,780 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: 1,747 shares; 2024Q4: 1,747 shares; 2025Q1: 976 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,248 shares; 2026Q2: 1,248 shares 1,248 $1.47M 0.24% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,200 shares; 2024Q4: 10,850 shares; 2025Q1: 9,450 shares; 2025Q2: 9,450 shares; 2025Q3: 9,150 shares; 2025Q4: 8,550 shares; 2026Q1: 8,110 shares; 2026Q2: 8,110 shares 8,110 $1.38M 0.23% 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: 3,475 shares; 2024Q4: 2,841 shares; 2025Q1: 2,711 shares; 2025Q2: 2,812 shares; 2025Q3: 2,214 shares; 2025Q4: 1,881 shares; 2026Q1: 4,695 shares; 2026Q2: 4,327 shares 4,327 $1.3M 0.21% -368 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 32,388 shares; 2026Q2: 32,787 shares 32,787 $1.26M 0.21% +399 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: 2,328 shares; 2024Q4: 2,333 shares; 2025Q1: 2,303 shares; 2025Q2: 2,303 shares; 2025Q3: 2,283 shares; 2025Q4: 2,260 shares; 2026Q1: 2,241 shares; 2026Q2: 2,241 shares 2,241 $1.26M 0.21% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,283 shares; 2024Q4: 57,585 shares; 2025Q1: 57,439 shares; 2025Q2: 55,687 shares; 2025Q3: 52,283 shares; 2025Q4: 54,117 shares; 2026Q1: 46,292 shares; 2026Q2: 44,011 shares 44,011 $1.24M 0.2% -2,281 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: 7,192 shares; 2024Q4: 6,995 shares; 2025Q1: 6,595 shares; 2025Q2: 6,840 shares; 2025Q3: 6,294 shares; 2025Q4: 5,184 shares; 2026Q1: 4,867 shares; 2026Q2: 4,867 shares 4,867 $1.22M 0.2% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,331 shares; 2025Q1: 25,316 shares; 2025Q2: 25,313 shares; 2025Q3: 25,087 shares; 2025Q4: 24,967 shares; 2026Q1: 46,964 shares; 2026Q2: 46,584 shares 46,584 $1.21M 0.2% -380 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,156 shares; 2026Q2: 26,537 shares 26,537 $1.19M 0.19% +381 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: 14,251 shares; 2024Q4: 14,117 shares; 2025Q1: 13,042 shares; 2025Q2: 13,018 shares; 2025Q3: 12,981 shares; 2025Q4: 12,984 shares; 2026Q1: 13,438 shares; 2026Q2: 13,507 shares 13,507 $1.19M 0.19% +69 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,359 shares; 2026Q2: 6,924 shares 6,924 $1.18M 0.19% +565 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,033 shares; 2024Q4: 14,089 shares; 2025Q1: 11,589 shares; 2025Q2: 11,523 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,289 shares; 2026Q2: 72,245 shares 72,245 $1.15M 0.19% -1,044 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: 865 shares; 2024Q4: 943 shares; 2025Q1: 920 shares; 2025Q2: 930 shares; 2025Q3: 926 shares; 2025Q4: 904 shares; 2026Q1: 1,254 shares; 2026Q2: 1,625 shares 1,625 $1.12M 0.18% +371 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: 14,869 shares; 2024Q4: 14,789 shares; 2025Q1: 14,470 shares; 2025Q2: 14,220 shares; 2025Q3: 12,531 shares; 2025Q4: 10,215 shares; 2026Q1: 11,046 shares; 2026Q2: 9,789 shares 9,789 $1.05M 0.17% -1,257 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: 1,098 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,114 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares; 2026Q2: 1,121 shares 1,121 $1.05M 0.17% +7 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,649 shares; 2024Q4: 32,088 shares; 2025Q1: 33,126 shares; 2025Q2: 32,234 shares; 2025Q3: 32,490 shares; 2025Q4: 30,623 shares; 2026Q1: 29,978 shares; 2026Q2: 27,101 shares 27,101 $1.04M 0.17% -2,877 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,025 shares; 2024Q4: 6,034 shares; 2025Q1: 5,757 shares; 2025Q2: 5,518 shares; 2025Q3: 3,940 shares; 2025Q4: 3,549 shares; 2026Q1: 6,770 shares; 2026Q2: 6,671 shares 6,671 $1.02M 0.17% -99 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 26,616 shares; 2026Q2: 27,042 shares 27,042 $995K 0.16% +426 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: 3,728 shares; 2024Q4: 3,702 shares; 2025Q1: 3,612 shares; 2025Q2: 3,616 shares; 2025Q3: 3,619 shares; 2025Q4: 3,623 shares; 2026Q1: 3,598 shares; 2026Q2: 3,626 shares 3,626 $986K 0.16% +28 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667 shares; 2025Q3: 1,377 shares; 2025Q4: 1,955 shares; 2026Q1: 2,209 shares; 2026Q2: 2,610 shares 2,610 $980K 0.16% +401 Timeline BIL 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: 13,691 shares; 2024Q4: 13,691 shares; 2025Q1: 11,910 shares; 2025Q2: 14,093 shares; 2025Q3: 13,189 shares; 2025Q4: 11,356 shares; 2026Q1: 11,029 shares; 2026Q2: 10,530 shares 10,530 $965K 0.16% -499 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,333 shares; 2024Q4: 14,499 shares; 2025Q1: 11,951 shares; 2025Q2: 11,732 shares; 2025Q3: 11,040 shares; 2025Q4: 8,963 shares; 2026Q1: 9,378 shares; 2026Q2: 9,153 shares 9,153 $947K 0.16% -225 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: 734 shares; 2025Q3: 734 shares; 2025Q4: 2,284 shares; 2026Q1: 3,484 shares; 2026Q2: 3,655 shares 3,655 $908K 0.15% +171 Timeline FLOT 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: 5,109 shares; 2025Q2: 5,109 shares; 2025Q3: 5,109 shares; 2025Q4: 16,880 shares; 2026Q1: 17,665 shares; 2026Q2: 17,665 shares 17,665 $902K 0.15% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,062 shares; 2026Q1: 4,855 shares; 2026Q2: 4,167 shares 4,167 $887K 0.15% -688 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,565 shares; 2026Q2: 45,773 shares 45,773 $866K 0.14% +2,208 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 25,161 shares; 2026Q2: 25,440 shares 25,440 $862K 0.14% +279 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: 873 shares; 2024Q4: 905 shares; 2025Q1: 1,013 shares; 2025Q2: 1,352 shares; 2025Q3: 1,329 shares; 2025Q4: 1,401 shares; 2026Q1: 1,429 shares; 2026Q2: 1,344 shares 1,344 $853K 0.14% -85 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,891 shares; 2024Q4: 3,940 shares; 2025Q1: 4,046 shares; 2025Q2: 4,071 shares; 2025Q3: 4,240 shares; 2025Q4: 4,244 shares; 2026Q1: 4,548 shares; 2026Q2: 4,521 shares 4,521 $825K 0.14% -27 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,387 shares; 2024Q4: 4,387 shares; 2025Q1: 4,364 shares; 2025Q2: 4,364 shares; 2025Q3: 4,293 shares; 2025Q4: 4,294 shares; 2026Q1: 4,294 shares; 2026Q2: 4,294 shares 4,294 $815K 0.13% 0 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: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,801 shares; 2025Q4: 1,748 shares; 2026Q1: 1,737 shares; 2026Q2: 1,737 shares 1,737 $798K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,879 shares; 2026Q2: 11,620 shares 11,620 $795K 0.13% -259 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,631 shares; 2024Q4: 8,627 shares; 2025Q1: 6,189 shares; 2025Q2: 6,190 shares; 2025Q3: 4,741 shares; 2025Q4: 4,742 shares; 2026Q1: 5,394 shares; 2026Q2: 5,395 shares 5,395 $780K 0.13% +1 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,606 shares; 2024Q4: 26,178 shares; 2025Q1: 32,931 shares; 2025Q2: 35,474 shares; 2025Q3: 45,498 shares; 2025Q4: 64,902 shares; 2026Q1: 10,992 shares; 2026Q2: 10,124 shares 10,124 $775K 0.13% -868 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,865 shares; 2026Q1: 5,814 shares; 2026Q2: 4,708 shares 4,708 $769K 0.13% -1,106 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: 12,304 shares; 2024Q4: 11,227 shares; 2025Q1: 10,595 shares; 2025Q2: 10,893 shares; 2025Q3: 9,561 shares; 2025Q4: 8,601 shares; 2026Q1: 8,959 shares; 2026Q2: 8,959 shares 8,959 $759K 0.12% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,920 shares; 2024Q4: 28,742 shares; 2025Q1: 37,373 shares; 2025Q2: 42,892 shares; 2025Q3: 55,159 shares; 2025Q4: 77,616 shares; 2026Q1: 14,643 shares; 2026Q2: 10,400 shares 10,400 $741K 0.12% -4,243 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,628 shares; 2026Q1: 2,628 shares; 2026Q2: 2,585 shares 2,585 $734K 0.12% -43 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: 4,660 shares; 2025Q1: 6,394 shares; 2025Q2: 6,427 shares; 2025Q3: 6,447 shares; 2025Q4: 6,504 shares; 2026Q1: 6,344 shares; 2026Q2: 6,244 shares 6,244 $728K 0.12% -100 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: 2,179 shares; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares; 2026Q1: 2,144 shares; 2026Q2: 2,144 shares 2,144 $725K 0.12% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS 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: 1,550 shares; 2026Q2: 1,550 shares 1,550 $702K 0.12% 0 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: 1,977 shares; 2024Q4: 1,977 shares; 2025Q1: 1,977 shares; 2025Q2: 1,977 shares; 2025Q3: 1,977 shares; 2025Q4: 1,977 shares; 2026Q1: 1,977 shares; 2026Q2: 1,977 shares 1,977 $701K 0.11% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,342 shares; 2025Q2: 2,290 shares; 2025Q3: 4,134 shares; 2025Q4: 3,416 shares; 2026Q1: 3,735 shares; 2026Q2: 4,044 shares 4,044 $688K 0.11% +309 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,293 shares; 2024Q4: 45,093 shares; 2025Q1: 45,093 shares; 2025Q2: 45,093 shares; 2025Q3: 45,093 shares; 2025Q4: 45,093 shares; 2026Q1: 45,669 shares; 2026Q2: 45,669 shares 45,669 $682K 0.11% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,273 shares; 2024Q4: 5,910 shares; 2025Q1: 5,953 shares; 2025Q2: 5,899 shares; 2025Q3: 5,922 shares; 2025Q4: 5,364 shares; 2026Q1: 4,854 shares; 2026Q2: 3,392 shares 3,392 $681K 0.11% -1,462 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,050 shares; 2026Q2: 9,050 shares 9,050 $651K 0.11% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,600 shares; 2026Q2: 7,132 shares 7,132 $631K 0.1% -468 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,156 shares; 2024Q4: 3,364 shares; 2025Q1: 3,951 shares; 2025Q2: 4,062 shares; 2025Q3: 4,199 shares; 2025Q4: 4,768 shares; 2026Q1: 5,543 shares; 2026Q2: 5,514 shares 5,514 $626K 0.1% -29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,789 shares; 2025Q4: 25,196 shares; 2026Q1: 25,949 shares; 2026Q2: 25,956 shares 25,956 $625K 0.1% +7 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,976 shares; 2024Q4: 8,976 shares; 2025Q1: 8,914 shares; 2025Q2: 8,316 shares; 2025Q3: 8,548 shares; 2025Q4: 8,514 shares; 2026Q1: 9,399 shares; 2026Q2: 8,039 shares 8,039 $616K 0.1% -1,360 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 261 shares; 2025Q3: 534 shares; 2025Q4: 4,497 shares; 2026Q1: 5,614 shares; 2026Q2: 6,198 shares 6,198 $615K 0.1% +584 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,115 shares; 2025Q2: 5,912 shares; 2025Q3: 9,341 shares; 2025Q4: 12,266 shares; 2026Q1: 13,715 shares; 2026Q2: 12,627 shares 12,627 $613K 0.1% -1,088 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,093 shares; 2024Q4: 59,066 shares; 2025Q1: 50,864 shares; 2025Q2: 53,475 shares; 2025Q3: 44,445 shares; 2025Q4: 35,143 shares; 2026Q1: 35,836 shares; 2026Q2: 35,786 shares 35,786 $579K 0.09% -50 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: 12,111 shares; 2024Q4: 9,952 shares; 2025Q1: 8,620 shares; 2025Q2: 9,024 shares; 2025Q3: 8,749 shares; 2025Q4: 7,170 shares; 2026Q1: 7,028 shares; 2026Q2: 7,013 shares 7,013 $576K 0.09% -15 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,233 shares; 2024Q4: 2,163 shares; 2025Q1: 2,313 shares; 2025Q2: 2,445 shares; 2025Q3: 2,394 shares; 2025Q4: 2,461 shares; 2026Q1: 2,461 shares; 2026Q2: 2,461 shares 2,461 $533K 0.09% 0 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: 3,426 shares; 2024Q4: 3,046 shares; 2025Q1: 3,765 shares; 2025Q2: 3,846 shares; 2025Q3: 4,126 shares; 2025Q4: 4,403 shares; 2026Q1: 4,192 shares; 2026Q2: 3,730 shares 3,730 $522K 0.09% -462 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: 3,967 shares; 2024Q4: 2,692 shares; 2025Q1: not reported; 2025Q2: 2,123 shares; 2025Q3: 2,089 shares; 2025Q4: 1,929 shares; 2026Q1: 2,930 shares; 2026Q2: 1,059 shares 1,059 $457K 0.07% -1,871 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,664 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 2,798 shares; 2026Q2: 2,798 shares 2,798 $453K 0.07% 0 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: 898 shares; 2024Q4: 903 shares; 2025Q1: 828 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 828 shares; 2026Q1: 873 shares; 2026Q2: 873 shares 873 $437K 0.07% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,533 shares; 2024Q4: 26,888 shares; 2025Q1: 27,290 shares; 2025Q2: 27,290 shares; 2025Q3: 26,787 shares; 2025Q4: 23,201 shares; 2026Q1: 20,982 shares; 2026Q2: 17,014 shares 17,014 $430K 0.07% -3,968 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: 11,548 shares; 2024Q4: 11,152 shares; 2025Q1: 10,986 shares; 2025Q2: 10,986 shares; 2025Q3: 8,400 shares; 2025Q4: 5,069 shares; 2026Q1: 7,421 shares; 2026Q2: 7,421 shares 7,421 $423K 0.07% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 10,184 shares; 2026Q2: 7,877 shares 7,877 $411K 0.07% -2,307 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,729 shares; 2024Q4: 30,163 shares; 2025Q1: 30,046 shares; 2025Q2: 29,390 shares; 2025Q3: 26,376 shares; 2025Q4: 19,764 shares; 2026Q1: 22,599 shares; 2026Q2: 17,961 shares 17,961 $383K 0.06% -4,638 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,194 shares; 2024Q4: 8,012 shares; 2025Q1: 7,572 shares; 2025Q2: 7,600 shares; 2025Q3: 7,296 shares; 2025Q4: 5,875 shares; 2026Q1: 6,526 shares; 2026Q2: 4,756 shares 4,756 $382K 0.06% -1,770 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 997 shares; 2026Q2: 1,000 shares 1,000 $370K 0.06% +3 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,543 shares; 2024Q4: 24,879 shares; 2025Q1: 22,734 shares; 2025Q2: 23,791 shares; 2025Q3: 16,138 shares; 2025Q4: 9,974 shares; 2026Q1: 12,315 shares; 2026Q2: 9,341 shares 9,341 $369K 0.06% -2,974 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688 shares; 2024Q4: 691 shares; 2025Q1: 692 shares; 2025Q2: 733 shares; 2025Q3: 711 shares; 2025Q4: 712 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712 $363K 0.06% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 556 shares; 2025Q3: 553 shares; 2025Q4: 481 shares; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $360K 0.06% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,490 shares; 2024Q4: 7,107 shares; 2025Q1: 6,527 shares; 2025Q2: 6,955 shares; 2025Q3: 6,938 shares; 2025Q4: 6,424 shares; 2026Q1: 8,427 shares; 2026Q2: 8,427 shares 8,427 $357K 0.06% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 659 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 660 shares 660 $336K 0.06% 0 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: 3,666 shares; 2025Q3: 3,666 shares; 2025Q4: 3,666 shares; 2026Q1: 3,666 shares; 2026Q2: 3,666 shares 3,666 $332K 0.05% 0 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 4,000 shares; 2025Q4: 7,375 shares; 2026Q1: 7,375 shares; 2026Q2: 7,375 shares 7,375 $332K 0.05% 0 Timeline MUB 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: 2,816 shares; 2025Q2: 2,816 shares; 2025Q3: 2,816 shares; 2025Q4: 2,816 shares; 2026Q1: 3,056 shares; 2026Q2: 3,056 shares 3,056 $329K 0.05% 0 Timeline MSBT MORGAN STANLEY BITCOIN TR More: the full row for MORGAN STANLEY BITCOIN 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: 19,156 shares 19,156 $323K 0.05% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 1,184 shares; 2025Q4: not reported; 2026Q1: 1,185 shares; 2026Q2: 1,186 shares 1,186 $303K 0.05% +1 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,725 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,290 shares; 2026Q2: 1,200 shares 1,200 $291K 0.05% -90 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,572 shares; 2024Q4: 4,572 shares; 2025Q1: 4,282 shares; 2025Q2: 4,282 shares; 2025Q3: 3,970 shares; 2025Q4: 3,603 shares; 2026Q1: 3,603 shares; 2026Q2: 3,603 shares 3,603 $274K 0.04% 0 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: 728 shares; 2024Q4: 729 shares; 2025Q1: 730 shares; 2025Q2: 750 shares; 2025Q3: 751 shares; 2025Q4: 752 shares; 2026Q1: 752 shares; 2026Q2: 765 shares 765 $270K 0.04% +13 Timeline JPST 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: not reported; 2026Q1: not reported; 2026Q2: 5,295 shares 5,295 $268K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 625 shares; 2026Q1: 635 shares; 2026Q2: 636 shares 636 $268K 0.04% +1 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR 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: 661 shares; 2026Q2: 661 shares 661 $266K 0.04% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,742 shares; 2024Q4: 6,742 shares; 2025Q1: 6,742 shares; 2025Q2: 6,742 shares; 2025Q3: 6,742 shares; 2025Q4: 6,572 shares; 2026Q1: 7,372 shares; 2026Q2: 7,272 shares 7,272 $264K 0.04% -100 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 1,910 shares 1,910 $259K 0.04% new Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,334 shares; 2024Q4: 52,334 shares; 2025Q1: 51,734 shares; 2025Q2: 51,734 shares; 2025Q3: 49,014 shares; 2025Q4: 36,264 shares; 2026Q1: 36,214 shares; 2026Q2: 35,314 shares 35,314 $252K 0.04% -900 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,565 shares; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares 2,480 $240K 0.04% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 7,855 shares; 2025Q4: 5,695 shares; 2026Q1: 6,495 shares; 2026Q2: 6,495 shares 6,495 $239K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,957 shares; 2025Q2: 2,961 shares; 2025Q3: 2,965 shares; 2025Q4: 2,968 shares; 2026Q1: 2,971 shares; 2026Q2: 3,068 shares 3,068 $238K 0.04% +97 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 1,356 shares 1,356 $232K 0.04% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476 shares; 2024Q4: not reported; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 430 shares; 2025Q4: not reported; 2026Q1: 430 shares; 2026Q2: 446 shares 446 $232K 0.04% +16 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO 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: 875 shares; 2026Q2: 876 shares 876 $228K 0.04% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,462 shares; 2026Q2: 1,463 shares 1,463 $225K 0.04% +1 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,479 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares; 2025Q4: 4,479 shares; 2026Q1: 4,479 shares; 2026Q2: 4,479 shares 4,479 $224K 0.04% 0 Timeline BSV 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: not reported; 2025Q3: 2,671 shares; 2025Q4: not reported; 2026Q1: 2,811 shares; 2026Q2: 2,811 shares 2,811 $219K 0.04% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 941 shares 941 $211K 0.03% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE 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: 941 shares 941 $208K 0.03% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,439 shares; 2025Q1: 3,802 shares; 2025Q2: 3,804 shares; 2025Q3: 3,806 shares; 2025Q4: 3,807 shares; 2026Q1: 3,808 shares; 2026Q2: 3,809 shares 3,809 $203K 0.03% +1 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 555 shares 555 $201K 0.03% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,930 shares 5,930 $201K 0.03% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 16,950 shares; 2026Q1: 14,139 shares; 2026Q2: 14,151 shares 14,151 $168K 0.03% +12 Timeline