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: 1,315,901 shares; 2025Q2: 1,725,467 shares; 2025Q3: 1,761,998 shares; 2025Q4: 1,822,313 shares; 2026Q1: 1,917,031 shares; 2026Q2: 1,968,855 shares 1,968,855 $99.4M 16.47% +51,824 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: 247,701 shares; 2024Q4: 243,102 shares; 2025Q1: 241,246 shares; 2025Q2: 239,835 shares; 2025Q3: 236,328 shares; 2025Q4: 223,943 shares; 2026Q1: 195,776 shares; 2026Q2: 189,709 shares 189,709 $26.5M 4.39% -6,067 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: 41,880 shares; 2024Q4: 44,611 shares; 2025Q1: 44,823 shares; 2025Q2: 44,601 shares; 2025Q3: 44,240 shares; 2025Q4: 35,674 shares; 2026Q1: 31,499 shares; 2026Q2: 22,371 shares 22,371 $25.8M 4.28% -9,128 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: 102,152 shares; 2024Q4: 105,780 shares; 2025Q1: 105,750 shares; 2025Q2: 124,869 shares; 2025Q3: 123,826 shares; 2025Q4: 115,292 shares; 2026Q1: 101,538 shares; 2026Q2: 99,177 shares 99,177 $19.8M 3.29% -2,361 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: 92,621 shares; 2024Q4: 183,737 shares; 2025Q1: 182,940 shares; 2025Q2: 181,675 shares; 2025Q3: 181,601 shares; 2025Q4: 173,755 shares; 2026Q1: 174,913 shares; 2026Q2: 168,778 shares 168,778 $19.4M 3.21% -6,135 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,670 shares; 2024Q4: 23,573 shares; 2025Q1: 266,272 shares; 2025Q2: 296,745 shares; 2025Q3: 300,044 shares; 2025Q4: 294,570 shares; 2026Q1: 277,374 shares; 2026Q2: 277,689 shares 277,689 $15.7M 2.6% +315 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487,481 shares; 2024Q4: 483,573 shares; 2025Q1: 480,198 shares; 2025Q2: 474,842 shares; 2025Q3: 432,653 shares; 2025Q4: 428,993 shares; 2026Q1: 408,264 shares; 2026Q2: 406,785 shares 406,785 $15.6M 2.58% -1,479 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,851 shares; 2024Q4: 17,207 shares; 2025Q1: 34,266 shares; 2025Q2: 34,572 shares; 2025Q3: 28,509 shares; 2025Q4: 26,131 shares; 2026Q1: 18,381 shares; 2026Q2: 52,530 shares 52,530 $15M 2.49% +34,149 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: 36,951 shares; 2024Q4: 38,940 shares; 2025Q1: 40,852 shares; 2025Q2: 40,725 shares; 2025Q3: 40,220 shares; 2025Q4: 32,386 shares; 2026Q1: 25,673 shares; 2026Q2: 24,010 shares 24,010 $13.9M 2.31% -1,663 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,735 shares; 2024Q4: 99,677 shares; 2025Q1: 99,310 shares; 2025Q2: 98,332 shares; 2025Q3: 97,168 shares; 2025Q4: 140,629 shares; 2026Q1: 145,639 shares; 2026Q2: 139,926 shares 139,926 $13.4M 2.22% -5,713 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: 32,204 shares; 2024Q4: 43,182 shares; 2025Q1: 43,506 shares; 2025Q2: 51,227 shares; 2025Q3: 47,666 shares; 2025Q4: 40,556 shares; 2026Q1: 36,478 shares; 2026Q2: 36,651 shares 36,651 $13.1M 2.17% +173 Timeline MLPA 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: 234,459 shares; 2024Q4: 244,814 shares; 2025Q1: 250,379 shares; 2025Q2: 250,841 shares; 2025Q3: 253,032 shares; 2025Q4: 236,296 shares; 2026Q1: 218,405 shares; 2026Q2: 218,447 shares 218,447 $11.6M 1.92% +42 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,011 shares; 2024Q4: 244,360 shares; 2025Q1: 247,558 shares; 2025Q2: 245,734 shares; 2025Q3: 246,067 shares; 2025Q4: 231,912 shares; 2026Q1: 240,056 shares; 2026Q2: 234,158 shares 234,158 $11.1M 1.84% -5,898 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,956 shares; 2026Q2: 137,744 shares 137,744 $10.7M 1.77% +788 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: 21,102 shares; 2024Q4: 39,331 shares; 2025Q1: 39,366 shares; 2025Q2: 45,962 shares; 2025Q3: 52,331 shares; 2025Q4: 46,807 shares; 2026Q1: 43,136 shares; 2026Q2: 43,766 shares 43,766 $10.4M 1.73% +630 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: 129,217 shares; 2024Q4: 128,610 shares; 2025Q1: 127,808 shares; 2025Q2: 126,769 shares; 2025Q3: 125,557 shares; 2025Q4: 105,349 shares; 2026Q1: 91,540 shares; 2026Q2: 86,380 shares 86,380 $10.1M 1.68% -5,160 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,277 shares; 2024Q4: 28,065 shares; 2025Q1: 27,843 shares; 2025Q2: 27,495 shares; 2025Q3: 27,205 shares; 2025Q4: 78,293 shares; 2026Q1: 80,861 shares; 2026Q2: 76,759 shares 76,759 $9.72M 1.61% -4,102 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,292 shares; 2024Q4: 54,704 shares; 2025Q1: 53,967 shares; 2025Q2: 53,306 shares; 2025Q3: 46,726 shares; 2025Q4: 44,275 shares; 2026Q1: 42,049 shares; 2026Q2: 41,264 shares 41,264 $9.37M 1.55% -785 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,220 shares; 2024Q4: 10,919 shares; 2025Q1: 10,888 shares; 2025Q2: 18,000 shares; 2025Q3: 23,894 shares; 2025Q4: 23,958 shares; 2026Q1: 25,359 shares; 2026Q2: 25,667 shares 25,667 $8.75M 1.45% +308 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: 44,256 shares; 2024Q4: 47,442 shares; 2025Q1: 46,997 shares; 2025Q2: 46,532 shares; 2025Q3: 46,328 shares; 2025Q4: 39,795 shares; 2026Q1: 32,491 shares; 2026Q2: 29,921 shares 29,921 $8.66M 1.43% -2,570 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,441 shares; 2024Q4: 188,983 shares; 2025Q1: 187,772 shares; 2025Q2: 186,369 shares; 2025Q3: 184,577 shares; 2025Q4: 170,232 shares; 2026Q1: 152,720 shares; 2026Q2: 150,549 shares 150,549 $8.16M 1.35% -2,171 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: 40,695 shares; 2024Q4: 40,437 shares; 2025Q1: 40,004 shares; 2025Q2: 39,765 shares; 2025Q3: 39,412 shares; 2025Q4: 34,498 shares; 2026Q1: 30,869 shares; 2026Q2: 27,571 shares 27,571 $7.75M 1.28% -3,298 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,073 shares; 2024Q4: 118,052 shares; 2025Q1: 117,162 shares; 2025Q2: 151,681 shares; 2025Q3: 133,181 shares; 2025Q4: 132,192 shares; 2026Q1: 115,876 shares; 2026Q2: 114,567 shares 114,567 $7.1M 1.18% -1,309 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: 24,042 shares; 2024Q4: 30,322 shares; 2025Q1: 33,785 shares; 2025Q2: 51,024 shares; 2025Q3: 66,224 shares; 2025Q4: 56,965 shares; 2026Q1: 52,180 shares; 2026Q2: 50,626 shares 50,626 $6.22M 1.03% -1,554 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: 17,939 shares; 2024Q4: 17,773 shares; 2025Q1: 17,650 shares; 2025Q2: 17,372 shares; 2025Q3: 16,986 shares; 2025Q4: 16,817 shares; 2026Q1: 15,446 shares; 2026Q2: 15,477 shares 15,477 $5.78M 0.96% +31 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: 29,135 shares; 2024Q4: 28,996 shares; 2025Q1: 29,106 shares; 2025Q2: 28,825 shares; 2025Q3: 29,561 shares; 2025Q4: 26,461 shares; 2026Q1: 22,927 shares; 2026Q2: 22,144 shares 22,144 $5.62M 0.93% -783 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: 5,815 shares; 2024Q4: 6,472 shares; 2025Q1: 7,532 shares; 2025Q2: 7,691 shares; 2025Q3: 7,585 shares; 2025Q4: 7,445 shares; 2026Q1: 7,546 shares; 2026Q2: 7,526 shares 7,526 $5.54M 0.92% -20 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,574 shares; 2024Q4: 46,096 shares; 2025Q1: 45,752 shares; 2025Q2: 45,497 shares; 2025Q3: 45,024 shares; 2025Q4: 38,272 shares; 2026Q1: 34,415 shares; 2026Q2: 34,213 shares 34,213 $5.34M 0.88% -202 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,744 shares; 2026Q2: 88,169 shares 88,169 $5.26M 0.87% -575 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: 21,512 shares; 2024Q4: 21,590 shares; 2025Q1: 21,635 shares; 2025Q2: 43,343 shares; 2025Q3: 43,262 shares; 2025Q4: 37,380 shares; 2026Q1: 31,396 shares; 2026Q2: 31,276 shares 31,276 $5.18M 0.86% -120 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,558 shares; 2024Q4: 8,519 shares; 2025Q1: 8,661 shares; 2025Q2: 72,127 shares; 2025Q3: 81,715 shares; 2025Q4: 71,725 shares; 2026Q1: 59,347 shares; 2026Q2: 59,069 shares 59,069 $5.13M 0.85% -278 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: 208,566 shares; 2024Q4: 205,285 shares; 2025Q1: 176,495 shares; 2025Q2: 174,874 shares; 2025Q3: 173,119 shares; 2025Q4: 135,558 shares; 2026Q1: 119,718 shares; 2026Q2: 117,687 shares 117,687 $4.98M 0.83% -2,031 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,618 shares; 2024Q4: 53,334 shares; 2025Q1: 53,034 shares; 2025Q2: 52,772 shares; 2025Q3: 51,883 shares; 2025Q4: 42,573 shares; 2026Q1: 37,897 shares; 2026Q2: 34,533 shares 34,533 $4.94M 0.82% -3,364 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: 22,978 shares; 2024Q4: 22,595 shares; 2025Q1: 22,488 shares; 2025Q2: 22,113 shares; 2025Q3: 22,047 shares; 2025Q4: 17,973 shares; 2026Q1: 14,931 shares; 2026Q2: 14,787 shares 14,787 $4.84M 0.8% -144 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,608 shares; 2024Q4: 43,491 shares; 2025Q1: 43,312 shares; 2025Q2: 42,784 shares; 2025Q3: 41,980 shares; 2025Q4: 38,351 shares; 2026Q1: 38,128 shares; 2026Q2: 34,682 shares 34,682 $4.74M 0.79% -3,446 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,126 shares; 2024Q4: 18,133 shares; 2025Q1: 18,132 shares; 2025Q2: 18,019 shares; 2025Q3: 18,024 shares; 2025Q4: 14,693 shares; 2026Q1: 12,802 shares; 2026Q2: 11,811 shares 11,811 $4.41M 0.73% -991 Timeline SCHX 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: 41,482 shares; 2024Q4: 139,390 shares; 2025Q1: 146,113 shares; 2025Q2: 147,570 shares; 2025Q3: 144,195 shares; 2025Q4: 140,514 shares; 2026Q1: 142,120 shares; 2026Q2: 142,167 shares 142,167 $4.18M 0.69% +47 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: 3,289 shares; 2024Q4: 5,697 shares; 2025Q1: 6,337 shares; 2025Q2: 6,465 shares; 2025Q3: 6,418 shares; 2025Q4: 6,307 shares; 2026Q1: 6,369 shares; 2026Q2: 6,350 shares 6,350 $4.17M 0.69% -19 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,833 shares; 2024Q4: 50,775 shares; 2025Q1: 53,245 shares; 2025Q2: 51,845 shares; 2025Q3: 52,549 shares; 2025Q4: 49,539 shares; 2026Q1: 44,419 shares; 2026Q2: 52,512 shares 52,512 $4.11M 0.68% +8,093 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: not reported; 2024Q4: 2,082 shares; 2025Q1: 9,826 shares; 2025Q2: 10,095 shares; 2025Q3: 10,724 shares; 2025Q4: 10,600 shares; 2026Q1: 6,639 shares; 2026Q2: 5,480 shares 5,480 $3.96M 0.66% -1,159 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,140 shares; 2024Q4: 79,520 shares; 2025Q1: 63,117 shares; 2025Q2: 63,085 shares; 2025Q3: 62,147 shares; 2025Q4: 51,417 shares; 2026Q1: 45,306 shares; 2026Q2: 44,510 shares 44,510 $3.95M 0.65% -796 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: 5,592 shares; 2024Q4: 5,533 shares; 2025Q1: 5,462 shares; 2025Q2: 5,449 shares; 2025Q3: 5,380 shares; 2025Q4: 4,371 shares; 2026Q1: 3,913 shares; 2026Q2: 3,705 shares 3,705 $3.94M 0.65% -208 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: 4,264 shares; 2024Q4: 4,240 shares; 2025Q1: 4,214 shares; 2025Q2: 4,183 shares; 2025Q3: 4,105 shares; 2025Q4: 4,076 shares; 2026Q1: 3,188 shares; 2026Q2: 3,352 shares 3,352 $3.94M 0.65% +164 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,817 shares; 2024Q4: 108,572 shares; 2025Q1: 114,468 shares; 2025Q2: 113,960 shares; 2025Q3: 113,454 shares; 2025Q4: 111,779 shares; 2026Q1: 117,129 shares; 2026Q2: 116,658 shares 116,658 $3.7M 0.61% -471 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: 5,206 shares; 2024Q4: 5,137 shares; 2025Q1: 11,554 shares; 2025Q2: 18,323 shares; 2025Q3: 18,126 shares; 2025Q4: 13,480 shares; 2026Q1: 10,601 shares; 2026Q2: 9,580 shares 9,580 $3.62M 0.6% -1,021 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: 8,072 shares; 2024Q4: 9,324 shares; 2025Q1: 10,244 shares; 2025Q2: 10,061 shares; 2025Q3: 9,748 shares; 2025Q4: 9,586 shares; 2026Q1: 9,656 shares; 2026Q2: 9,606 shares 9,606 $3.55M 0.59% -50 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,982 shares; 2026Q2: 40,805 shares 40,805 $3.49M 0.58% -177 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: 19,177 shares; 2024Q4: 19,093 shares; 2025Q1: 18,880 shares; 2025Q2: 18,728 shares; 2025Q3: 18,379 shares; 2025Q4: 17,077 shares; 2026Q1: 16,086 shares; 2026Q2: 15,079 shares 15,079 $3.36M 0.56% -1,007 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: 18,071 shares; 2024Q4: 19,114 shares; 2025Q1: 31,245 shares; 2025Q2: 31,063 shares; 2025Q3: 30,711 shares; 2025Q4: 19,870 shares; 2026Q1: 9,629 shares; 2026Q2: 7,688 shares 7,688 $3.32M 0.55% -1,941 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: 37,526 shares; 2026Q2: 37,365 shares 37,365 $3.31M 0.55% -161 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,758 shares; 2024Q4: 12,272 shares; 2025Q1: 12,417 shares; 2025Q2: 21,507 shares; 2025Q3: 26,125 shares; 2025Q4: 28,039 shares; 2026Q1: 24,381 shares; 2026Q2: 23,027 shares 23,027 $3.14M 0.52% -1,354 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: 29,982 shares; 2024Q4: 30,552 shares; 2025Q1: 30,425 shares; 2025Q2: 30,239 shares; 2025Q3: 30,042 shares; 2025Q4: 24,619 shares; 2026Q1: 22,209 shares; 2026Q2: 22,079 shares 22,079 $3.09M 0.51% -130 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: 25,204 shares; 2024Q4: 25,150 shares; 2025Q1: 25,009 shares; 2025Q2: 27,116 shares; 2025Q3: 32,082 shares; 2025Q4: 17,730 shares; 2026Q1: 10,466 shares; 2026Q2: 9,622 shares 9,622 $2.87M 0.47% -844 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 19,467 shares 19,467 $2.66M 0.44% new 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: 29,604 shares; 2024Q4: 30,236 shares; 2025Q1: 8,760 shares; 2025Q2: 8,779 shares; 2025Q3: 8,637 shares; 2025Q4: 8,460 shares; 2026Q1: 8,506 shares; 2026Q2: 8,483 shares 8,483 $2.55M 0.42% -23 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: 51,844 shares; 2024Q4: 51,426 shares; 2025Q1: 50,898 shares; 2025Q2: 50,268 shares; 2025Q3: 49,466 shares; 2025Q4: 40,024 shares; 2026Q1: 41,073 shares; 2026Q2: 35,428 shares 35,428 $2.42M 0.4% -5,645 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: 18,836 shares; 2024Q4: 20,142 shares; 2025Q1: 21,799 shares; 2025Q2: 23,000 shares; 2025Q3: 22,812 shares; 2025Q4: 44,972 shares; 2026Q1: 45,452 shares; 2026Q2: 45,391 shares 45,391 $2.41M 0.4% -61 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,022 shares; 2024Q4: 20,375 shares; 2025Q1: 21,810 shares; 2025Q2: 21,805 shares; 2025Q3: 21,188 shares; 2025Q4: 20,764 shares; 2026Q1: 20,980 shares; 2026Q2: 20,986 shares 20,986 $2.4M 0.4% +6 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: 39,194 shares; 2024Q4: 38,848 shares; 2025Q1: 38,710 shares; 2025Q2: 38,231 shares; 2025Q3: 37,046 shares; 2025Q4: 36,944 shares; 2026Q1: 29,750 shares; 2026Q2: 29,372 shares 29,372 $2.28M 0.38% -378 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,600 shares; 2024Q4: 31,794 shares; 2025Q1: 31,573 shares; 2025Q2: 31,030 shares; 2025Q3: 30,472 shares; 2025Q4: 23,021 shares; 2026Q1: 17,858 shares; 2026Q2: 15,482 shares 15,482 $2.26M 0.37% -2,376 Timeline EWY ISHARES INC More: the full row for ISHARES 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: 10,844 shares; 2026Q2: 10,796 shares 10,796 $2.18M 0.36% -48 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: 9,190 shares; 2024Q4: 11,071 shares; 2025Q1: 12,258 shares; 2025Q2: 12,226 shares; 2025Q3: 12,634 shares; 2025Q4: 12,475 shares; 2026Q1: 12,746 shares; 2026Q2: 12,700 shares 12,700 $2.01M 0.33% -46 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: 27,988 shares; 2024Q4: 27,829 shares; 2025Q1: 27,668 shares; 2025Q2: 27,458 shares; 2025Q3: 27,792 shares; 2025Q4: 19,417 shares; 2026Q1: 14,332 shares; 2026Q2: 13,054 shares 13,054 $1.91M 0.32% -1,278 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: 3,204 shares; 2024Q4: 3,574 shares; 2025Q1: 3,789 shares; 2025Q2: 4,576 shares; 2025Q3: 4,566 shares; 2025Q4: 3,761 shares; 2026Q1: 3,282 shares; 2026Q2: 2,871 shares 2,871 $1.82M 0.3% -411 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: 50,716 shares; 2024Q4: 51,086 shares; 2025Q1: 51,190 shares; 2025Q2: 50,656 shares; 2025Q3: 50,415 shares; 2025Q4: 30,150 shares; 2026Q1: 19,699 shares; 2026Q2: 19,584 shares 19,584 $1.7M 0.28% -115 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: 3,516 shares; 2024Q4: 3,569 shares; 2025Q1: 3,535 shares; 2025Q2: 3,532 shares; 2025Q3: 3,542 shares; 2025Q4: 3,318 shares; 2026Q1: 3,368 shares; 2026Q2: 3,387 shares 3,387 $1.69M 0.28% +19 Timeline INDA 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: 31,893 shares; 2026Q2: 31,771 shares 31,771 $1.57M 0.26% -122 Timeline EWZ ISHARES INC More: the full row for ISHARES 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: 43,364 shares; 2026Q2: 43,139 shares 43,139 $1.49M 0.25% -225 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,214 shares; 2024Q4: 34,721 shares; 2025Q1: 34,671 shares; 2025Q2: 34,366 shares; 2025Q3: 34,136 shares; 2025Q4: 25,644 shares; 2026Q1: 20,062 shares; 2026Q2: 18,022 shares 18,022 $1.46M 0.24% -2,040 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,385 shares; 2024Q4: 26,239 shares; 2025Q1: 28,467 shares; 2025Q2: 29,116 shares; 2025Q3: 28,030 shares; 2025Q4: 27,679 shares; 2026Q1: 27,751 shares; 2026Q2: 27,764 shares 27,764 $1.4M 0.23% +13 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: 22,643 shares; 2024Q4: 23,286 shares; 2025Q1: 25,486 shares; 2025Q2: 25,028 shares; 2025Q3: 24,681 shares; 2025Q4: 24,257 shares; 2026Q1: 24,924 shares; 2026Q2: 24,992 shares 24,992 $1.34M 0.22% +68 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: 14,935 shares; 2024Q4: 14,943 shares; 2025Q1: 14,876 shares; 2025Q2: 14,596 shares; 2025Q3: 14,440 shares; 2025Q4: 11,017 shares; 2026Q1: 9,080 shares; 2026Q2: 7,752 shares 7,752 $1.25M 0.21% -1,328 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,903 shares; 2024Q4: 13,169 shares; 2025Q1: 13,341 shares; 2025Q2: 13,169 shares; 2025Q3: 12,983 shares; 2025Q4: 12,869 shares; 2026Q1: 13,057 shares; 2026Q2: 13,095 shares 13,095 $1.25M 0.21% +38 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 611 shares; 2025Q1: 11,678 shares; 2025Q2: 15,124 shares; 2025Q3: 15,299 shares; 2025Q4: 12,207 shares; 2026Q1: 8,247 shares; 2026Q2: 6,042 shares 6,042 $1.24M 0.21% -2,205 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: 2,439 shares; 2024Q4: 2,595 shares; 2025Q1: 4,428 shares; 2025Q2: 5,383 shares; 2025Q3: 5,456 shares; 2025Q4: 5,445 shares; 2026Q1: 5,701 shares; 2026Q2: 5,791 shares 5,791 $1.23M 0.2% +90 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,371 shares; 2024Q4: 15,155 shares; 2025Q1: 14,921 shares; 2025Q2: 14,800 shares; 2025Q3: 14,412 shares; 2025Q4: 14,293 shares; 2026Q1: 14,673 shares; 2026Q2: 14,167 shares 14,167 $1.17M 0.19% -506 Timeline BUG 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: 26,552 shares; 2024Q4: 26,433 shares; 2025Q1: 28,545 shares; 2025Q2: 28,522 shares; 2025Q3: 28,277 shares; 2025Q4: 28,068 shares; 2026Q1: 30,213 shares; 2026Q2: 30,385 shares 30,385 $1.16M 0.19% +172 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: 11,206 shares; 2024Q4: 11,206 shares; 2025Q1: 11,206 shares; 2025Q2: 11,206 shares; 2025Q3: 11,206 shares; 2025Q4: 11,206 shares; 2026Q1: 11,205 shares; 2026Q2: 11,205 shares 11,205 $1.08M 0.18% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,209 shares; 2024Q4: 23,135 shares; 2025Q1: 23,013 shares; 2025Q2: 22,823 shares; 2025Q3: 22,565 shares; 2025Q4: 13,932 shares; 2026Q1: 7,628 shares; 2026Q2: 5,818 shares 5,818 $1.07M 0.18% -1,810 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: 4,545 shares 4,545 $1.02M 0.17% 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: 4,550 shares 4,550 $1M 0.17% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP 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: 6,707 shares; 2026Q1: 9,740 shares; 2026Q2: 12,302 shares 12,302 $998K 0.17% +2,562 Timeline VOX 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: 4,011 shares; 2024Q4: 4,227 shares; 2025Q1: 5,164 shares; 2025Q2: 5,408 shares; 2025Q3: 5,354 shares; 2025Q4: 5,273 shares; 2026Q1: 5,327 shares; 2026Q2: 5,363 shares 5,363 $986K 0.16% +36 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,031 shares; 2024Q4: 13,048 shares; 2025Q1: 1,908 shares; 2025Q2: 1,905 shares; 2025Q3: 1,830 shares; 2025Q4: 1,794 shares; 2026Q1: 1,785 shares; 2026Q2: 1,826 shares 1,826 $953K 0.16% +41 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,187 shares; 2024Q4: 41,276 shares; 2025Q1: 41,112 shares; 2025Q2: 40,913 shares; 2025Q3: 40,363 shares; 2025Q4: 39,911 shares; 2026Q1: 27,874 shares; 2026Q2: 27,887 shares 27,887 $891K 0.15% +13 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: 9,240 shares; 2024Q4: 9,142 shares; 2025Q1: 9,172 shares; 2025Q2: 8,930 shares; 2025Q3: 8,817 shares; 2025Q4: 8,514 shares; 2026Q1: 7,650 shares; 2026Q2: 7,650 shares 7,650 $866K 0.14% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,876 shares; 2024Q4: 3,657 shares; 2025Q1: 5,088 shares; 2025Q2: 5,053 shares; 2025Q3: 5,107 shares; 2025Q4: 5,078 shares; 2026Q1: 3,822 shares; 2026Q2: 3,778 shares 3,778 $841K 0.14% -44 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 10,469 shares 10,469 $827K 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,240 shares; 2026Q1: 2,909 shares; 2026Q2: 3,878 shares 3,878 $778K 0.13% +969 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: 2,651 shares; 2024Q4: 2,672 shares; 2025Q1: 2,686 shares; 2025Q2: 2,699 shares; 2025Q3: 2,749 shares; 2025Q4: 2,763 shares; 2026Q1: 2,740 shares; 2026Q2: 2,752 shares 2,752 $748K 0.12% +12 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,252 shares; 2024Q4: 4,245 shares; 2025Q1: 4,537 shares; 2025Q2: 5,929 shares; 2025Q3: 6,332 shares; 2025Q4: 6,206 shares; 2026Q1: 4,115 shares; 2026Q2: 5,744 shares 5,744 $745K 0.12% +1,629 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: 4,831 shares; 2024Q4: 4,791 shares; 2025Q1: 4,793 shares; 2025Q2: 6,287 shares; 2025Q3: 7,743 shares; 2025Q4: 8,893 shares; 2026Q1: 6,970 shares; 2026Q2: 6,850 shares 6,850 $736K 0.12% -120 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 333 shares; 2026Q2: 320 shares 320 $727K 0.12% -13 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,492 shares; 2024Q4: 4,927 shares; 2025Q1: 4,493 shares; 2025Q2: 4,510 shares; 2025Q3: 4,528 shares; 2025Q4: 6,250 shares; 2026Q1: 6,006 shares; 2026Q2: 6,024 shares 6,024 $703K 0.12% +18 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,656 shares; 2024Q4: 11,670 shares; 2025Q1: 11,065 shares; 2025Q2: 11,087 shares; 2025Q3: 10,759 shares; 2025Q4: 10,485 shares; 2026Q1: 9,812 shares; 2026Q2: 8,713 shares 8,713 $699K 0.12% -1,099 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,942 shares; 2024Q4: 6,854 shares; 2025Q1: 6,792 shares; 2025Q2: 6,547 shares; 2025Q3: 6,124 shares; 2025Q4: 6,034 shares; 2026Q1: 5,473 shares; 2026Q2: 5,460 shares 5,460 $687K 0.11% -13 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,900 shares; 2024Q4: 9,225 shares; 2025Q1: 8,559 shares; 2025Q2: 17,142 shares; 2025Q3: 17,677 shares; 2025Q4: 16,503 shares; 2026Q1: 13,620 shares; 2026Q2: 13,356 shares 13,356 $641K 0.11% -264 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,284 shares; 2024Q4: 1,284 shares; 2025Q1: 1,284 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,284 shares; 2026Q1: 1,284 shares; 2026Q2: 1,284 shares 1,284 $630K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 915 shares; 2026Q2: 914 shares 914 $627K 0.1% -1 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,753 shares; 2024Q4: 8,753 shares; 2025Q1: 8,753 shares; 2025Q2: 8,438 shares; 2025Q3: 8,423 shares; 2025Q4: 8,405 shares; 2026Q1: 8,434 shares; 2026Q2: 7,551 shares 7,551 $624K 0.1% -883 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: 7,216 shares; 2024Q4: 7,161 shares; 2025Q1: 7,134 shares; 2025Q2: 7,090 shares; 2025Q3: 7,034 shares; 2025Q4: 4,988 shares; 2026Q1: 3,435 shares; 2026Q2: 3,411 shares 3,411 $612K 0.1% -24 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,430 shares; 2024Q4: 4,378 shares; 2025Q1: 4,378 shares; 2025Q2: 4,378 shares; 2025Q3: 4,339 shares; 2025Q4: 4,267 shares; 2026Q1: 3,508 shares; 2026Q2: 3,506 shares 3,506 $594K 0.1% -2 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,309 shares; 2024Q4: 3,309 shares; 2025Q1: 3,309 shares; 2025Q2: 3,259 shares; 2025Q3: 3,037 shares; 2025Q4: 3,037 shares; 2026Q1: 4,305 shares; 2026Q2: 4,231 shares 4,231 $534K 0.09% -74 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: 370 shares; 2025Q1: 406 shares; 2025Q2: 418 shares; 2025Q3: 386 shares; 2025Q4: 386 shares; 2026Q1: 667 shares; 2026Q2: 712 shares 712 $533K 0.09% +45 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: 2,994 shares; 2024Q4: 3,004 shares; 2025Q1: 2,724 shares; 2025Q2: 2,720 shares; 2025Q3: 2,718 shares; 2025Q4: 2,715 shares; 2026Q1: 1,506 shares; 2026Q2: 1,506 shares 1,506 $532K 0.09% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,442 shares; 2024Q4: 2,021 shares; 2025Q1: 1,752 shares; 2025Q2: 1,906 shares; 2025Q3: 1,956 shares; 2025Q4: 1,796 shares; 2026Q1: 1,300 shares; 2026Q2: 1,266 shares 1,266 $532K 0.09% -34 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,569 shares; 2024Q4: 9,765 shares; 2025Q1: 11,737 shares; 2025Q2: 12,146 shares; 2025Q3: 12,327 shares; 2025Q4: 11,633 shares; 2026Q1: 8,024 shares; 2026Q2: 7,891 shares 7,891 $528K 0.09% -133 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,933 shares; 2024Q4: 8,913 shares; 2025Q1: 8,763 shares; 2025Q2: 8,763 shares; 2025Q3: 8,763 shares; 2025Q4: 8,624 shares; 2026Q1: 8,624 shares; 2026Q2: 8,489 shares 8,489 $512K 0.08% -135 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,443 shares; 2024Q4: 1,428 shares; 2025Q1: 1,425 shares; 2025Q2: 1,424 shares; 2025Q3: 1,411 shares; 2025Q4: 1,383 shares; 2026Q1: 1,480 shares; 2026Q2: 1,480 shares 1,480 $507K 0.08% 0 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: 17,539 shares; 2024Q4: 13,404 shares; 2025Q1: 13,384 shares; 2025Q2: 13,332 shares; 2025Q3: 13,332 shares; 2025Q4: 13,256 shares; 2026Q1: 14,075 shares; 2026Q2: 13,528 shares 13,528 $497K 0.08% -547 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,194 shares; 2024Q4: 93,220 shares; 2025Q1: 93,029 shares; 2025Q2: 92,855 shares; 2025Q3: 91,585 shares; 2025Q4: 45,370 shares; 2026Q1: 23,456 shares; 2026Q2: 23,040 shares 23,040 $493K 0.08% -416 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 1,252 shares; 2026Q1: 1,267 shares; 2026Q2: 1,755 shares 1,755 $491K 0.08% +488 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,970 shares; 2025Q4: 2,115 shares; 2026Q1: 1,165 shares; 2026Q2: 1,182 shares 1,182 $470K 0.08% +17 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,903 shares; 2024Q4: 1,868 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares; 2026Q2: 1,568 shares 1,568 $459K 0.08% -300 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,377 shares; 2026Q2: 2,355 shares 2,355 $446K 0.07% -22 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,437 shares; 2026Q1: 1,454 shares; 2026Q2: 1,447 shares 1,447 $431K 0.07% -7 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,440 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares; 2026Q2: 2,440 shares 2,440 $424K 0.07% 0 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: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares 1,018 $423K 0.07% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 4,774 shares; 2026Q1: 4,792 shares; 2026Q2: 4,718 shares 4,718 $418K 0.07% -74 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,705 shares; 2024Q4: 6,705 shares; 2025Q1: 6,705 shares; 2025Q2: 6,705 shares; 2025Q3: 6,076 shares; 2025Q4: 6,076 shares; 2026Q1: 6,076 shares; 2026Q2: 6,076 shares 6,076 $407K 0.07% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $405K 0.07% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,792 shares; 2024Q4: 1,823 shares; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 1,591 shares; 2025Q4: 1,591 shares; 2026Q1: 1,591 shares; 2026Q2: 1,591 shares 1,591 $401K 0.07% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,308 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,016 shares; 2025Q4: 2,967 shares; 2026Q1: 2,997 shares; 2026Q2: 2,946 shares 2,946 $398K 0.07% -51 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,002 shares; 2024Q4: 7,931 shares; 2025Q1: 7,756 shares; 2025Q2: 7,740 shares; 2025Q3: 7,740 shares; 2025Q4: 7,519 shares; 2026Q1: 6,787 shares; 2026Q2: 6,769 shares 6,769 $398K 0.07% -18 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,248 shares; 2024Q4: 1,218 shares; 2025Q1: 1,218 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,178 shares; 2026Q1: 1,178 shares; 2026Q2: 1,178 shares 1,178 $388K 0.06% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 396,746 shares; 2024Q4: 17,051 shares; 2025Q1: 16,963 shares; 2025Q2: 16,270 shares; 2025Q3: 16,274 shares; 2025Q4: 16,179 shares; 2026Q1: 19,034 shares; 2026Q2: 18,137 shares 18,137 $375K 0.06% -897 Timeline MGK 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: not reported; 2026Q2: 4,228 shares 4,228 $371K 0.06% new Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 503 shares; 2025Q4: 503 shares; 2026Q1: 508 shares; 2026Q2: 508 shares 508 $362K 0.06% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,298 shares; 2025Q1: 1,295 shares; 2025Q2: 1,269 shares; 2025Q3: 1,252 shares; 2025Q4: 1,215 shares; 2026Q1: 1,048 shares; 2026Q2: 1,048 shares 1,048 $354K 0.06% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,670 shares; 2024Q4: 2,670 shares; 2025Q1: 2,670 shares; 2025Q2: 2,670 shares; 2025Q3: 2,582 shares; 2025Q4: 2,312 shares; 2026Q1: 2,312 shares; 2026Q2: 2,312 shares 2,312 $341K 0.06% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,283 shares; 2024Q4: 9,147 shares; 2025Q1: 9,171 shares; 2025Q2: 9,117 shares; 2025Q3: 8,770 shares; 2025Q4: 8,545 shares; 2026Q1: 9,225 shares; 2026Q2: 9,248 shares 9,248 $341K 0.06% +23 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,209 shares; 2024Q4: 17,022 shares; 2025Q1: 16,728 shares; 2025Q2: 16,513 shares; 2025Q3: 16,153 shares; 2025Q4: 14,318 shares; 2026Q1: 12,613 shares; 2026Q2: 2,167 shares 2,167 $339K 0.06% -10,446 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: 22,039 shares; 2024Q4: 21,903 shares; 2025Q1: 22,417 shares; 2025Q2: 66,940 shares; 2025Q3: 69,107 shares; 2025Q4: 58,625 shares; 2026Q1: 51,089 shares; 2026Q2: 2,579 shares 2,579 $331K 0.05% -48,510 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,009 shares; 2024Q4: 6,984 shares; 2025Q1: 6,985 shares; 2025Q2: 7,010 shares; 2025Q3: 7,365 shares; 2025Q4: 7,107 shares; 2026Q1: 5,650 shares; 2026Q2: 5,643 shares 5,643 $325K 0.05% -7 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,820 shares; 2024Q4: 3,667 shares; 2025Q1: 3,671 shares; 2025Q2: 3,664 shares; 2025Q3: 3,675 shares; 2025Q4: 3,581 shares; 2026Q1: 3,604 shares; 2026Q2: 3,454 shares 3,454 $325K 0.05% -150 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,134 shares; 2024Q4: 33,741 shares; 2025Q1: 33,651 shares; 2025Q2: 33,466 shares; 2025Q3: 32,995 shares; 2025Q4: 28,105 shares; 2026Q1: 22,716 shares; 2026Q2: 2,521 shares 2,521 $318K 0.05% -20,195 Timeline FINX 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: 11,961 shares; 2024Q4: 11,978 shares; 2025Q1: 13,330 shares; 2025Q2: 13,087 shares; 2025Q3: 12,501 shares; 2025Q4: 12,303 shares; 2026Q1: 12,427 shares; 2026Q2: 12,340 shares 12,340 $304K 0.05% -87 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,947 shares; 2025Q1: not reported; 2025Q2: 3,908 shares; 2025Q3: 3,696 shares; 2025Q4: 3,611 shares; 2026Q1: 3,567 shares; 2026Q2: 3,527 shares 3,527 $285K 0.05% -40 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,614 shares; 2026Q2: 1,614 shares 1,614 $283K 0.05% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,931 shares; 2024Q4: 2,931 shares; 2025Q1: 2,791 shares; 2025Q2: 2,912 shares; 2025Q3: 2,912 shares; 2025Q4: 2,912 shares; 2026Q1: 2,911 shares; 2026Q2: 2,776 shares 2,776 $280K 0.05% -135 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,672 shares; 2024Q4: 2,672 shares; 2025Q1: 2,672 shares; 2025Q2: 2,672 shares; 2025Q3: 2,672 shares; 2025Q4: 2,320 shares; 2026Q1: 2,320 shares; 2026Q2: 2,320 shares 2,320 $272K 0.05% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,392 shares; 2024Q4: 3,828 shares; 2025Q1: 3,828 shares; 2025Q2: 3,828 shares; 2025Q3: 3,828 shares; 2025Q4: 3,278 shares; 2026Q1: 3,278 shares; 2026Q2: 3,278 shares 3,278 $268K 0.04% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 856 shares; 2025Q1: not reported; 2025Q2: 837 shares; 2025Q3: 844 shares; 2025Q4: 843 shares; 2026Q1: 804 shares; 2026Q2: 801 shares 801 $252K 0.04% -3 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 636 shares 636 $250K 0.04% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475,688 shares; 2024Q4: 491,787 shares; 2025Q1: 13,422 shares; 2025Q2: 12,775 shares; 2025Q3: 11,528 shares; 2025Q4: 10,244 shares; 2026Q1: 8,100 shares; 2026Q2: 8,137 shares 8,137 $248K 0.04% +37 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: not reported; 2026Q2: 573 shares 573 $248K 0.04% new 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: 920 shares; 2024Q4: 895 shares; 2025Q1: 896 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 825 shares; 2026Q1: 909 shares; 2026Q2: 912 shares 912 $246K 0.04% +3 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,271 shares; 2024Q4: 91,530 shares; 2025Q1: 91,186 shares; 2025Q2: 90,041 shares; 2025Q3: 88,524 shares; 2025Q4: 74,090 shares; 2026Q1: 59,204 shares; 2026Q2: 4,634 shares 4,634 $242K 0.04% -54,570 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: not reported; 2025Q4: not reported; 2026Q1: 910 shares; 2026Q2: 910 shares 910 $232K 0.04% 0 Timeline PFFD 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: 1,005,790 shares; 2024Q4: 1,043,416 shares; 2025Q1: 16,806 shares; 2025Q2: 15,500 shares; 2025Q3: 15,507 shares; 2025Q4: 14,296 shares; 2026Q1: 12,231 shares; 2026Q2: 12,316 shares 12,316 $230K 0.04% +85 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,797 shares; 2024Q4: 2,831 shares; 2025Q1: 2,834 shares; 2025Q2: 2,836 shares; 2025Q3: 2,748 shares; 2025Q4: 2,737 shares; 2026Q1: not reported; 2026Q2: 2,699 shares 2,699 $225K 0.04% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,325 shares; 2024Q4: 1,326 shares; 2025Q1: 1,316 shares; 2025Q2: 1,317 shares; 2025Q3: 1,304 shares; 2025Q4: 1,268 shares; 2026Q1: 1,291 shares; 2026Q2: 1,280 shares 1,280 $209K 0.03% -11 Timeline GTLS CHART INDS INC More: the full row for CHART INDS 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: 1,155 shares; 2025Q4: 996 shares; 2026Q1: 996 shares; 2026Q2: 996 shares 996 $208K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,532 shares; 2024Q4: 2,573 shares; 2025Q1: 2,466 shares; 2025Q2: 2,459 shares; 2025Q3: 2,217 shares; 2025Q4: 2,166 shares; 2026Q1: 2,266 shares; 2026Q2: 2,101 shares 2,101 $202K 0.03% -165 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,058 shares; 2024Q4: not reported; 2025Q1: 1,059 shares; 2025Q2: not reported; 2025Q3: 1,046 shares; 2025Q4: 1,037 shares; 2026Q1: 1,035 shares; 2026Q2: 798 shares 798 $200K 0.03% -237 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 198 shares 198 $200K 0.03% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,651 shares; 2024Q4: 11,263 shares; 2025Q1: 11,163 shares; 2025Q2: 11,341 shares; 2025Q3: 11,425 shares; 2025Q4: 11,526 shares; 2026Q1: 12,386 shares; 2026Q2: 10,815 shares 10,815 $193K 0.03% -1,571 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,056,774 shares; 2024Q4: 1,032,740 shares; 2025Q1: 813,572 shares; 2025Q2: 20,148 shares; 2025Q3: 20,148 shares; 2025Q4: 20,148 shares; 2026Q1: 25,691 shares; 2026Q2: 25,691 shares 25,691 $149K 0.02% 0 Timeline WRN WESTERN COPPER & GOLD CORP More: the full row for WESTERN COPPER & GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,317 shares; 2024Q4: 42,317 shares; 2025Q1: 42,282 shares; 2025Q2: 42,282 shares; 2025Q3: 42,282 shares; 2025Q4: 42,282 shares; 2026Q1: 39,345 shares; 2026Q2: 39,345 shares 39,345 $88K 0.01% 0 Timeline