AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,323 shares; 2024Q4: 311,164 shares; 2025Q1: 308,353 shares; 2025Q2: 298,793 shares; 2025Q3: 295,185 shares; 2025Q4: 286,737 shares; 2026Q1: 285,064 shares; 2026Q2: 279,198 shares 279,198 $80.8M 14.97% -5,866 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: 216,858 shares; 2024Q4: 213,451 shares; 2025Q1: 212,446 shares; 2025Q2: 205,254 shares; 2025Q3: 200,686 shares; 2025Q4: 197,483 shares; 2026Q1: 196,808 shares; 2026Q2: 196,154 shares 196,154 $70.1M 12.99% -654 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: 55,041 shares; 2024Q4: 56,615 shares; 2025Q1: 56,638 shares; 2025Q2: 55,554 shares; 2025Q3: 55,787 shares; 2025Q4: 55,827 shares; 2026Q1: 54,656 shares; 2026Q2: 54,901 shares 54,901 $51.4M 9.52% +245 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: 242,631 shares; 2024Q4: 242,286 shares; 2025Q1: 233,179 shares; 2025Q2: 223,395 shares; 2025Q3: 220,926 shares; 2025Q4: 218,092 shares; 2026Q1: 217,199 shares; 2026Q2: 211,241 shares 211,241 $50.3M 9.33% -5,958 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: 299,106 shares; 2024Q4: 256,379 shares; 2025Q1: 259,834 shares; 2025Q2: 250,429 shares; 2025Q3: 248,110 shares; 2025Q4: 243,112 shares; 2026Q1: 247,033 shares; 2026Q2: 248,161 shares 248,161 $49.7M 9.2% +1,128 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: 90,190 shares; 2024Q4: 89,661 shares; 2025Q1: 88,786 shares; 2025Q2: 86,483 shares; 2025Q3: 85,270 shares; 2025Q4: 83,576 shares; 2026Q1: 83,657 shares; 2026Q2: 83,343 shares 83,343 $29.4M 5.46% -314 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: 38,647 shares; 2024Q4: 37,386 shares; 2025Q1: 38,506 shares; 2025Q2: 36,240 shares; 2025Q3: 36,558 shares; 2025Q4: 36,045 shares; 2026Q1: 36,302 shares; 2026Q2: 36,747 shares 36,747 $13.7M 2.54% +445 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: 22,946 shares; 2024Q4: 22,553 shares; 2025Q1: 24,065 shares; 2025Q2: 24,589 shares; 2025Q3: 24,883 shares; 2025Q4: 24,809 shares; 2026Q1: 26,146 shares; 2026Q2: 26,157 shares 26,157 $9.88M 1.83% +11 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: 64,532 shares; 2024Q4: 64,102 shares; 2025Q1: 64,076 shares; 2025Q2: 63,603 shares; 2025Q3: 62,462 shares; 2025Q4: 61,523 shares; 2026Q1: 61,306 shares; 2026Q2: 60,818 shares 60,818 $6.89M 1.28% -488 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,347 shares; 2024Q4: 9,887 shares; 2025Q1: 8,842 shares; 2025Q2: 8,890 shares; 2025Q3: 9,117 shares; 2025Q4: 95,429 shares; 2026Q1: 97,293 shares; 2026Q2: 95,339 shares 95,339 $6.81M 1.26% -1,954 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: 8,184 shares; 2024Q4: 17,891 shares; 2025Q1: 18,836 shares; 2025Q2: 20,809 shares; 2025Q3: 19,797 shares; 2025Q4: 19,646 shares; 2026Q1: 21,220 shares; 2026Q2: 19,724 shares 19,724 $6.73M 1.25% -1,496 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: 7,454 shares; 2024Q4: 8,351 shares; 2025Q1: 8,506 shares; 2025Q2: 10,496 shares; 2025Q3: 10,831 shares; 2025Q4: 10,706 shares; 2026Q1: 11,406 shares; 2026Q2: 11,381 shares 11,381 $6.61M 1.22% -25 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: 19,272 shares; 2024Q4: 19,068 shares; 2025Q1: 19,043 shares; 2025Q2: 18,686 shares; 2025Q3: 18,624 shares; 2025Q4: 18,429 shares; 2026Q1: 20,070 shares; 2026Q2: 20,101 shares 20,101 $6.58M 1.22% +31 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,194 shares; 2024Q4: 92,130 shares; 2025Q1: 92,756 shares; 2025Q2: 88,211 shares; 2025Q3: 84,717 shares; 2025Q4: 73,863 shares; 2026Q1: 66,027 shares; 2026Q2: 62,993 shares 62,993 $6.25M 1.16% -3,034 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: 5,911 shares; 2024Q4: 5,921 shares; 2025Q1: 5,931 shares; 2025Q2: 5,874 shares; 2025Q3: 5,677 shares; 2025Q4: 5,582 shares; 2026Q1: 5,585 shares; 2026Q2: 5,513 shares 5,513 $5.87M 1.09% -72 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: 41,918 shares; 2024Q4: 44,891 shares; 2025Q1: 45,496 shares; 2025Q2: 46,002 shares; 2025Q3: 47,582 shares; 2025Q4: 47,204 shares; 2026Q1: 47,583 shares; 2026Q2: 48,216 shares 48,216 $5.63M 1.04% +633 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: 19,686 shares; 2024Q4: 20,674 shares; 2025Q1: 18,581 shares; 2025Q2: 17,677 shares; 2025Q3: 17,149 shares; 2025Q4: 16,026 shares; 2026Q1: 15,331 shares; 2026Q2: 14,606 shares 14,606 $5.01M 0.93% -725 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: 2,907 shares; 2024Q4: 3,207 shares; 2025Q1: 3,827 shares; 2025Q2: 3,872 shares; 2025Q3: 3,872 shares; 2025Q4: 3,867 shares; 2026Q1: 3,907 shares; 2026Q2: 3,929 shares 3,929 $4.62M 0.86% +22 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: 8,013 shares; 2024Q4: 9,896 shares; 2025Q1: 10,266 shares; 2025Q2: 10,046 shares; 2025Q3: 8,968 shares; 2025Q4: 8,954 shares; 2026Q1: 8,416 shares; 2026Q2: 8,503 shares 8,503 $4.33M 0.8% +87 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: 16,243 shares; 2024Q4: 18,138 shares; 2025Q1: 17,856 shares; 2025Q2: 17,615 shares; 2025Q3: 13,938 shares; 2025Q4: 13,385 shares; 2026Q1: 12,146 shares; 2026Q2: 9,618 shares 9,618 $4M 0.74% -2,528 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: 7,745 shares; 2024Q4: 10,774 shares; 2025Q1: 10,756 shares; 2025Q2: 10,645 shares; 2025Q3: 8,202 shares; 2025Q4: 8,084 shares; 2026Q1: 7,611 shares; 2026Q2: 7,691 shares 7,691 $3.92M 0.73% +80 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,605 shares; 2024Q4: 13,493 shares; 2025Q1: 13,668 shares; 2025Q2: 13,350 shares; 2025Q3: 13,767 shares; 2025Q4: 13,093 shares; 2026Q1: 12,761 shares; 2026Q2: 11,870 shares 11,870 $3.74M 0.69% -891 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: 24,320 shares; 2024Q4: 24,316 shares; 2025Q1: 24,259 shares; 2025Q2: 23,591 shares; 2025Q3: 23,516 shares; 2025Q4: 23,260 shares; 2026Q1: 23,442 shares; 2026Q2: 23,485 shares 23,485 $3.29M 0.61% +43 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: 10,159 shares; 2024Q4: 6,226 shares; 2025Q1: 6,189 shares; 2025Q2: 6,405 shares; 2025Q3: 6,920 shares; 2025Q4: 7,161 shares; 2026Q1: 7,486 shares; 2026Q2: 7,701 shares 7,701 $2.72M 0.5% +215 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,422 shares; 2024Q4: 20,146 shares; 2025Q1: 20,066 shares; 2025Q2: 22,747 shares; 2025Q3: 24,675 shares; 2025Q4: 27,219 shares; 2026Q1: 24,933 shares; 2026Q2: 24,537 shares 24,537 $2.51M 0.46% -396 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: 4,054 shares; 2024Q4: 5,359 shares; 2025Q1: 5,724 shares; 2025Q2: 5,815 shares; 2025Q3: 5,800 shares; 2025Q4: 5,686 shares; 2026Q1: 6,661 shares; 2026Q2: 6,662 shares 6,662 $2.49M 0.46% +1 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,813 shares; 2024Q4: 4,005 shares; 2025Q1: 4,105 shares; 2025Q2: 4,203 shares; 2025Q3: 4,273 shares; 2025Q4: 4,418 shares; 2026Q1: 4,723 shares; 2026Q2: 5,076 shares 5,076 $2.42M 0.45% +353 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,952 shares; 2025Q2: 5,917 shares; 2025Q3: 4,791 shares; 2025Q4: 5,819 shares; 2026Q1: 6,674 shares; 2026Q2: 6,674 shares 6,674 $2.36M 0.44% 0 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: 51,140 shares; 2024Q4: 50,584 shares; 2025Q1: 50,078 shares; 2025Q2: 44,415 shares; 2025Q3: 42,549 shares; 2025Q4: 41,333 shares; 2026Q1: 42,106 shares; 2026Q2: 41,461 shares 41,461 $2.36M 0.44% -645 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,368 shares; 2025Q1: 9,608 shares; 2025Q2: 11,668 shares; 2025Q3: 10,064 shares; 2025Q4: 11,079 shares; 2026Q1: 12,310 shares; 2026Q2: 9,397 shares 9,397 $2.3M 0.43% -2,913 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: 980 shares; 2025Q1: 1,043 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,717 shares; 2026Q2: 5,402 shares 5,402 $2.27M 0.42% +1,685 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,804 shares; 2024Q4: 7,748 shares; 2025Q1: 8,271 shares; 2025Q2: 9,982 shares; 2025Q3: 8,699 shares; 2025Q4: 9,694 shares; 2026Q1: 7,427 shares; 2026Q2: 7,705 shares 7,705 $2.24M 0.41% +278 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,258 shares; 2024Q4: 16,499 shares; 2025Q1: 16,571 shares; 2025Q2: 16,511 shares; 2025Q3: 16,830 shares; 2025Q4: 16,182 shares; 2026Q1: 15,622 shares; 2026Q2: 14,057 shares 14,057 $2.2M 0.41% -1,565 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: 1,229 shares; 2024Q4: 1,215 shares; 2025Q1: 1,218 shares; 2025Q2: 1,219 shares; 2025Q3: 1,218 shares; 2025Q4: 1,219 shares; 2026Q1: 1,811 shares; 2026Q2: 1,811 shares 1,811 $2.17M 0.4% 0 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: 6,052 shares; 2024Q4: 6,046 shares; 2025Q1: 5,944 shares; 2025Q2: 5,877 shares; 2025Q3: 5,846 shares; 2025Q4: 5,678 shares; 2026Q1: 5,713 shares; 2026Q2: 5,648 shares 5,648 $2.05M 0.38% -65 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: 16,442 shares; 2024Q4: 19,091 shares; 2025Q1: 16,418 shares; 2025Q2: 15,958 shares; 2025Q3: 13,457 shares; 2025Q4: 13,257 shares; 2026Q1: 13,657 shares; 2026Q2: 14,553 shares 14,553 $2.03M 0.38% +896 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,157 shares; 2024Q4: 3,302 shares; 2025Q1: 4,317 shares; 2025Q2: 4,688 shares; 2025Q3: 4,613 shares; 2025Q4: 4,663 shares; 2026Q1: 4,703 shares; 2026Q2: 4,693 shares 4,693 $2M 0.37% -10 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,039 shares; 2024Q4: 10,890 shares; 2025Q1: 10,965 shares; 2025Q2: 8,197 shares; 2025Q3: 8,278 shares; 2025Q4: 7,677 shares; 2026Q1: 7,666 shares; 2026Q2: 7,317 shares 7,317 $1.98M 0.37% -349 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: 6,440 shares; 2024Q4: 6,483 shares; 2025Q1: 6,466 shares; 2025Q2: 6,528 shares; 2025Q3: 6,727 shares; 2025Q4: 6,743 shares; 2026Q1: 7,059 shares; 2026Q2: 7,085 shares 7,085 $1.92M 0.35% +26 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 726 shares; 2026Q1: 1,618 shares; 2026Q2: 1,658 shares 1,658 $1.91M 0.35% +40 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,415 shares; 2024Q4: 10,390 shares; 2025Q1: 10,390 shares; 2025Q2: 10,375 shares; 2025Q3: 10,275 shares; 2025Q4: 10,275 shares; 2026Q1: 10,275 shares; 2026Q2: 10,215 shares 10,215 $1.89M 0.35% -60 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,833 shares; 2024Q4: 113,833 shares; 2025Q1: 113,833 shares; 2025Q2: 112,633 shares; 2025Q3: 112,633 shares; 2025Q4: 112,633 shares; 2026Q1: 112,633 shares; 2026Q2: 112,633 shares 112,633 $1.84M 0.34% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,702 shares; 2024Q4: 10,863 shares; 2025Q1: 10,904 shares; 2025Q2: 10,523 shares; 2025Q3: 10,370 shares; 2025Q4: 9,308 shares; 2026Q1: 9,751 shares; 2026Q2: 9,824 shares 9,824 $1.82M 0.34% +73 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: 6,728 shares; 2024Q4: 6,721 shares; 2025Q1: 6,703 shares; 2025Q2: 6,326 shares; 2025Q3: 6,310 shares; 2025Q4: 6,086 shares; 2026Q1: 7,000 shares; 2026Q2: 7,024 shares 7,024 $1.77M 0.33% +24 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,739 shares; 2024Q4: 12,693 shares; 2025Q1: 12,888 shares; 2025Q2: 12,897 shares; 2025Q3: 13,037 shares; 2025Q4: 13,162 shares; 2026Q1: 13,924 shares; 2026Q2: 14,329 shares 14,329 $1.69M 0.31% +405 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: 4,888 shares; 2025Q2: 5,618 shares; 2025Q3: 5,733 shares; 2025Q4: 5,638 shares; 2026Q1: 5,973 shares; 2026Q2: 6,508 shares 6,508 $1.62M 0.3% +535 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: 3,146 shares; 2024Q4: 3,147 shares; 2025Q1: 3,252 shares; 2025Q2: 3,252 shares; 2025Q3: 3,103 shares; 2025Q4: 2,862 shares; 2026Q1: 2,849 shares; 2026Q2: 2,840 shares 2,840 $1.6M 0.3% -9 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 5,204 shares; 2026Q1: 12,715 shares; 2026Q2: 15,654 shares 15,654 $1.59M 0.29% +2,939 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: 8,523 shares; 2024Q4: 8,539 shares; 2025Q1: 8,535 shares; 2025Q2: 8,343 shares; 2025Q3: 8,337 shares; 2025Q4: 7,987 shares; 2026Q1: 8,396 shares; 2026Q2: 8,405 shares 8,405 $1.52M 0.28% +9 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,049 shares; 2024Q4: 3,030 shares; 2025Q1: 3,019 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares; 2025Q4: 2,916 shares; 2026Q1: 2,918 shares; 2026Q2: 2,920 shares 2,920 $1.5M 0.28% +2 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,644 shares; 2025Q3: 1,544 shares; 2025Q4: 1,544 shares; 2026Q1: 1,544 shares; 2026Q2: 1,544 shares 1,544 $1.49M 0.28% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,154 shares; 2024Q4: 16,479 shares; 2025Q1: 17,114 shares; 2025Q2: 17,389 shares; 2025Q3: 17,775 shares; 2025Q4: 18,911 shares; 2026Q1: 20,071 shares; 2026Q2: 20,416 shares 20,416 $1.47M 0.27% +345 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: 12,080 shares; 2024Q4: 12,194 shares; 2025Q1: 12,355 shares; 2025Q2: 11,696 shares; 2025Q3: 11,636 shares; 2025Q4: 11,084 shares; 2026Q1: 11,069 shares; 2026Q2: 10,775 shares 10,775 $1.47M 0.27% -294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,744 shares; 2026Q2: 43,131 shares 43,131 $1.44M 0.27% -5,613 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: 8,207 shares 8,207 $1.4M 0.26% new 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: 11,030 shares; 2024Q4: 13,349 shares; 2025Q1: 13,777 shares; 2025Q2: 13,629 shares; 2025Q3: 13,630 shares; 2025Q4: 13,134 shares; 2026Q1: 13,175 shares; 2026Q2: 13,176 shares 13,176 $1.36M 0.25% +1 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: 8,047 shares; 2024Q4: 8,003 shares; 2025Q1: 7,593 shares; 2025Q2: 8,735 shares; 2025Q3: 11,601 shares; 2025Q4: 11,616 shares; 2026Q1: 11,250 shares; 2026Q2: 11,253 shares 11,253 $1.32M 0.24% +3 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: 1,465 shares; 2024Q4: 1,466 shares; 2025Q1: 5,279 shares; 2025Q2: 5,705 shares; 2025Q3: 7,199 shares; 2025Q4: 7,822 shares; 2026Q1: 9,165 shares; 2026Q2: 8,896 shares 8,896 $1.3M 0.24% -269 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: 9,075 shares; 2024Q4: 13,988 shares; 2025Q1: 14,359 shares; 2025Q2: 15,576 shares; 2025Q3: 15,846 shares; 2025Q4: 15,471 shares; 2026Q1: 15,408 shares; 2026Q2: 15,576 shares 15,576 $1.29M 0.24% +168 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,452 shares 5,452 $1.2M 0.22% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,734 shares; 2024Q4: 5,708 shares; 2025Q1: 5,754 shares; 2025Q2: 5,758 shares; 2025Q3: 5,774 shares; 2025Q4: 5,557 shares; 2026Q1: 5,582 shares; 2026Q2: 5,604 shares 5,604 $1.17M 0.22% +22 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,141 shares; 2024Q4: 9,023 shares; 2025Q1: 8,997 shares; 2025Q2: 8,273 shares; 2025Q3: 7,868 shares; 2025Q4: 7,611 shares; 2026Q1: 7,529 shares; 2026Q2: 7,542 shares 7,542 $1.11M 0.2% +13 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,125 shares; 2025Q2: 5,540 shares; 2025Q3: 5,665 shares; 2025Q4: 4,700 shares; 2026Q1: 5,960 shares; 2026Q2: 6,650 shares 6,650 $1.05M 0.2% +690 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,536 shares; 2024Q4: 4,557 shares; 2025Q1: 4,562 shares; 2025Q2: 4,585 shares; 2025Q3: 4,582 shares; 2025Q4: 4,098 shares; 2026Q1: 4,213 shares; 2026Q2: 4,230 shares 4,230 $1.04M 0.19% +17 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: 15,080 shares; 2024Q4: 16,121 shares; 2025Q1: 20,866 shares; 2025Q2: 19,131 shares; 2025Q3: 18,301 shares; 2025Q4: 17,008 shares; 2026Q1: 17,481 shares; 2026Q2: 17,011 shares 17,011 $980K 0.18% -470 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,048 shares; 2024Q4: 6,149 shares; 2025Q1: 5,952 shares; 2025Q2: 5,828 shares; 2025Q3: 4,932 shares; 2025Q4: 4,437 shares; 2026Q1: 4,380 shares; 2026Q2: 3,654 shares 3,654 $954K 0.18% -726 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: 3,260 shares; 2024Q4: 3,265 shares; 2025Q1: 3,270 shares; 2025Q2: 3,042 shares; 2025Q3: 2,995 shares; 2025Q4: 2,797 shares; 2026Q1: 2,790 shares; 2026Q2: 2,795 shares 2,795 $945K 0.18% +5 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: 5,518 shares; 2026Q1: 5,523 shares; 2026Q2: 5,614 shares 5,614 $917K 0.17% +91 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: 3,499 shares; 2024Q4: 3,518 shares; 2025Q1: 3,459 shares; 2025Q2: 3,397 shares; 2025Q3: 3,395 shares; 2025Q4: 3,402 shares; 2026Q1: 3,407 shares; 2026Q2: 3,400 shares 3,400 $863K 0.16% -7 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,407 shares; 2024Q4: 2,415 shares; 2025Q1: 2,422 shares; 2025Q2: 2,325 shares; 2025Q3: 2,279 shares; 2025Q4: 2,137 shares; 2026Q1: 2,066 shares; 2026Q2: 2,074 shares 2,074 $802K 0.15% +8 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: 1,685 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,385 shares; 2026Q1: 3,620 shares; 2026Q2: 3,645 shares 3,645 $789K 0.15% +25 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,336 shares; 2024Q4: 2,336 shares; 2025Q1: 2,325 shares; 2025Q2: 2,325 shares; 2025Q3: 2,325 shares; 2025Q4: 2,314 shares; 2026Q1: 2,296 shares; 2026Q2: 2,284 shares 2,284 $787K 0.15% -12 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: 6,117 shares; 2024Q4: 5,999 shares; 2025Q1: 6,140 shares; 2025Q2: 5,947 shares; 2025Q3: 5,916 shares; 2025Q4: 5,949 shares; 2026Q1: 5,971 shares; 2026Q2: 5,955 shares 5,955 $765K 0.14% -16 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: 2,828 shares; 2024Q4: 2,831 shares; 2025Q1: 2,883 shares; 2025Q2: 2,898 shares; 2025Q3: 2,883 shares; 2025Q4: 2,764 shares; 2026Q1: 2,747 shares; 2026Q2: 2,762 shares 2,762 $751K 0.14% +15 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,763 shares; 2024Q4: 2,757 shares; 2025Q1: 2,719 shares; 2025Q2: 2,730 shares; 2025Q3: 2,740 shares; 2025Q4: 2,627 shares; 2026Q1: 2,638 shares; 2026Q2: 2,648 shares 2,648 $745K 0.14% +10 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: 3,222 shares 3,222 $712K 0.13% new 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: 12,769 shares; 2024Q4: 12,218 shares; 2025Q1: 12,490 shares; 2025Q2: 11,044 shares; 2025Q3: 10,428 shares; 2025Q4: 8,881 shares; 2026Q1: 8,444 shares; 2026Q2: 7,364 shares 7,364 $709K 0.13% -1,080 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,265 shares; 2026Q2: 900 shares 900 $687K 0.13% -365 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,295 shares 2,295 $684K 0.13% new 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: 4,483 shares; 2024Q4: 4,488 shares; 2025Q1: 4,391 shares; 2025Q2: 4,314 shares; 2025Q3: 4,269 shares; 2025Q4: 4,066 shares; 2026Q1: 3,851 shares; 2026Q2: 3,827 shares 3,827 $634K 0.12% -24 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,000 shares 3,000 $632K 0.12% -100 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,370 shares 2,370 $605K 0.11% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,162 shares; 2024Q4: 4,169 shares; 2025Q1: 4,176 shares; 2025Q2: 4,062 shares; 2025Q3: 4,004 shares; 2025Q4: 3,669 shares; 2026Q1: 3,593 shares; 2026Q2: 3,604 shares 3,604 $604K 0.11% +11 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: 7,784 shares; 2024Q4: 7,815 shares; 2025Q1: 7,876 shares; 2025Q2: 7,916 shares; 2025Q3: 7,882 shares; 2025Q4: 7,920 shares; 2026Q1: 8,364 shares; 2026Q2: 8,400 shares 8,400 $604K 0.11% +36 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,289 shares; 2025Q1: 5,314 shares; 2025Q2: 6,914 shares; 2025Q3: 7,689 shares; 2025Q4: 7,664 shares; 2026Q1: 8,039 shares; 2026Q2: 7,963 shares 7,963 $572K 0.11% -76 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: 5,715 shares; 2024Q4: 5,743 shares; 2025Q1: 5,742 shares; 2025Q2: 4,869 shares; 2025Q3: 4,886 shares; 2025Q4: 4,501 shares; 2026Q1: 4,514 shares; 2026Q2: 4,496 shares 4,496 $568K 0.11% -18 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: 2,845 shares; 2024Q4: 2,857 shares; 2025Q1: 2,745 shares; 2025Q2: 2,419 shares; 2025Q3: 2,427 shares; 2025Q4: 2,190 shares; 2026Q1: 2,196 shares; 2026Q2: 2,202 shares 2,202 $563K 0.1% +6 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,344 shares; 2024Q4: 3,080 shares; 2025Q1: 3,241 shares; 2025Q2: 3,517 shares; 2025Q3: 3,830 shares; 2025Q4: 3,349 shares; 2026Q1: 3,325 shares; 2026Q2: 2,909 shares 2,909 $554K 0.1% -416 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,025 shares; 2024Q4: 9,400 shares; 2025Q1: 9,400 shares; 2025Q2: 9,476 shares; 2025Q3: 9,591 shares; 2025Q4: 8,916 shares; 2026Q1: 8,866 shares; 2026Q2: 8,491 shares 8,491 $543K 0.1% -375 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,694 shares; 2024Q4: 2,560 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 2,540 shares; 2026Q2: 2,475 shares 2,475 $535K 0.1% -65 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: 622 shares; 2026Q2: 659 shares 659 $453K 0.08% +37 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,866 shares; 2024Q4: 4,871 shares; 2025Q1: 4,878 shares; 2025Q2: 4,883 shares; 2025Q3: 4,888 shares; 2025Q4: 4,893 shares; 2026Q1: 4,900 shares; 2026Q2: 4,906 shares 4,906 $453K 0.08% +6 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976 shares; 2024Q4: 977 shares; 2025Q1: 978 shares; 2025Q2: 980 shares; 2025Q3: 982 shares; 2025Q4: 963 shares; 2026Q1: 965 shares; 2026Q2: 967 shares 967 $444K 0.08% +2 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,623 shares; 2024Q4: 1,626 shares; 2025Q1: 1,629 shares; 2025Q2: 1,632 shares; 2025Q3: 1,634 shares; 2025Q4: 1,637 shares; 2026Q1: 1,639 shares; 2026Q2: 1,641 shares 1,641 $433K 0.08% +2 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,179 shares; 2024Q4: 3,161 shares; 2025Q1: 3,049 shares; 2025Q2: 3,088 shares; 2025Q3: 3,096 shares; 2025Q4: 2,911 shares; 2026Q1: 3,037 shares; 2026Q2: 3,041 shares 3,041 $412K 0.08% +4 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: 2,096 shares; 2024Q4: 2,080 shares; 2025Q1: 2,122 shares; 2025Q2: 2,125 shares; 2025Q3: 2,013 shares; 2025Q4: 1,909 shares; 2026Q1: 1,832 shares; 2026Q2: 1,835 shares 1,835 $409K 0.08% +3 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: 15,983 shares; 2024Q4: 14,583 shares; 2025Q1: 13,448 shares; 2025Q2: 13,345 shares; 2025Q3: 12,759 shares; 2025Q4: 10,067 shares; 2026Q1: 9,788 shares; 2026Q2: 9,645 shares 9,645 $408K 0.08% -143 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $381K 0.07% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,518 shares; 2024Q4: 2,525 shares; 2025Q1: 2,311 shares; 2025Q2: 2,265 shares; 2025Q3: 2,237 shares; 2025Q4: 2,242 shares; 2026Q1: 2,246 shares; 2026Q2: 2,250 shares 2,250 $380K 0.07% +4 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: 5,109 shares; 2024Q4: 5,102 shares; 2025Q1: 5,102 shares; 2025Q2: 5,071 shares; 2025Q3: 5,071 shares; 2025Q4: 5,016 shares; 2026Q1: 5,082 shares; 2026Q2: 4,855 shares 4,855 $380K 0.07% -227 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,400 shares; 2026Q2: 4,550 shares 4,550 $364K 0.07% +150 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,561 shares; 2024Q4: 25,561 shares; 2025Q1: 25,561 shares; 2025Q2: 25,561 shares; 2025Q3: 25,561 shares; 2025Q4: 25,561 shares; 2026Q1: 18,000 shares; 2026Q2: 12,000 shares 12,000 $363K 0.07% -6,000 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: 857 shares; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 703 shares; 2025Q3: 693 shares; 2025Q4: 693 shares; 2026Q1: 693 shares; 2026Q2: 693 shares 693 $347K 0.06% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 1,964 shares; 2025Q4: 1,964 shares; 2026Q1: 1,913 shares; 2026Q2: 1,914 shares 1,914 $337K 0.06% +1 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,074 shares; 2025Q4: 8,074 shares; 2026Q1: 8,074 shares; 2026Q2: 8,074 shares 8,074 $336K 0.06% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,342 shares; 2024Q4: 8,342 shares; 2025Q1: 8,342 shares; 2025Q2: 8,342 shares; 2025Q3: 7,892 shares; 2025Q4: 7,381 shares; 2026Q1: 7,281 shares; 2026Q2: 6,780 shares 6,780 $324K 0.06% -501 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: 4,697 shares; 2024Q4: 4,518 shares; 2025Q1: 4,735 shares; 2025Q2: 4,612 shares; 2025Q3: 4,137 shares; 2025Q4: 3,969 shares; 2026Q1: 3,906 shares; 2026Q2: 3,621 shares 3,621 $318K 0.06% -285 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 443 shares; 2026Q2: 418 shares 418 $313K 0.06% -25 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,060 shares; 2024Q4: 12,285 shares; 2025Q1: 11,685 shares; 2025Q2: 11,685 shares; 2025Q3: 12,085 shares; 2025Q4: 8,720 shares; 2026Q1: 9,195 shares; 2026Q2: 8,785 shares 8,785 $299K 0.06% -410 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,346 shares; 2024Q4: 8,374 shares; 2025Q1: 7,721 shares; 2025Q2: 7,529 shares; 2025Q3: 6,955 shares; 2025Q4: 6,747 shares; 2026Q1: 6,676 shares; 2026Q2: 6,398 shares 6,398 $296K 0.05% -278 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: not reported; 2026Q1: 704 shares; 2026Q2: 704 shares 704 $293K 0.05% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,126 shares; 2024Q4: 15,630 shares; 2025Q1: 15,605 shares; 2025Q2: 15,605 shares; 2025Q3: 15,605 shares; 2025Q4: 15,085 shares; 2026Q1: 14,835 shares; 2026Q2: 14,085 shares 14,085 $283K 0.05% -750 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $279K 0.05% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,084 shares; 2024Q4: 1,088 shares; 2025Q1: 1,091 shares; 2025Q2: 1,094 shares; 2025Q3: 1,097 shares; 2025Q4: 1,101 shares; 2026Q1: 1,103 shares; 2026Q2: 1,106 shares 1,106 $268K 0.05% +3 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,433 shares; 2024Q4: 3,420 shares; 2025Q1: 3,401 shares; 2025Q2: 3,330 shares; 2025Q3: 2,775 shares; 2025Q4: 2,361 shares; 2026Q1: 2,183 shares; 2026Q2: 2,163 shares 2,163 $262K 0.05% -20 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: 263 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 223 shares 223 $253K 0.05% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,791 shares; 2024Q4: 3,703 shares; 2025Q1: 4,239 shares; 2025Q2: 4,099 shares; 2025Q3: 3,457 shares; 2025Q4: 3,453 shares; 2026Q1: 3,390 shares; 2026Q2: 2,212 shares 2,212 $253K 0.05% -1,178 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337 shares; 2026Q2: 337 shares 337 $252K 0.05% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 339 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125 shares 125 $249K 0.05% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,966 shares; 2025Q3: 7,330 shares; 2025Q4: 5,067 shares; 2026Q1: 4,320 shares; 2026Q2: 2,469 shares 2,469 $246K 0.05% -1,851 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 2,760 shares 2,760 $245K 0.05% new 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: 5,689 shares; 2024Q4: 5,607 shares; 2025Q1: 4,811 shares; 2025Q2: 4,618 shares; 2025Q3: 4,172 shares; 2025Q4: 3,979 shares; 2026Q1: 4,414 shares; 2026Q2: 4,229 shares 4,229 $245K 0.05% -185 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 936 shares; 2024Q4: 887 shares; 2025Q1: 889 shares; 2025Q2: 890 shares; 2025Q3: 892 shares; 2025Q4: 872 shares; 2026Q1: 869 shares; 2026Q2: 871 shares 871 $240K 0.04% +2 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: not reported; 2026Q1: 1,177 shares; 2026Q2: 1,177 shares 1,177 $236K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares 475 $235K 0.04% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,115 shares; 2025Q2: 3,520 shares; 2025Q3: 4,897 shares; 2025Q4: 5,127 shares; 2026Q1: 5,199 shares; 2026Q2: 2,474 shares 2,474 $224K 0.04% -2,725 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: not reported; 2026Q2: 606 shares 606 $224K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 302 shares 302 $218K 0.04% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,807 shares; 2025Q2: 2,825 shares; 2025Q3: 2,842 shares; 2025Q4: 2,740 shares; 2026Q1: 2,758 shares; 2026Q2: 2,775 shares 2,775 $214K 0.04% +17 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,461 shares; 2024Q4: 4,791 shares; 2025Q1: 4,821 shares; 2025Q2: 4,841 shares; 2025Q3: 5,379 shares; 2025Q4: 4,129 shares; 2026Q1: not reported; 2026Q2: 4,294 shares 4,294 $206K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,397 shares 2,397 $200K 0.04% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,410 shares; 2024Q4: 14,300 shares; 2025Q1: 12,725 shares; 2025Q2: 12,752 shares; 2025Q3: 11,377 shares; 2025Q4: 10,301 shares; 2026Q1: 10,319 shares; 2026Q2: 10,338 shares 10,338 $183K 0.03% +19 Timeline CCO CLEAR CHANNEL OUTDOOR HLDGS More: the full row for CLEAR CHANNEL OUTDOOR HLDGS 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $24.2K <0.01% 0 Timeline SMRT SMARTRENT INC More: the full row for SMARTRENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,853 shares; 2024Q4: 15,853 shares; 2025Q1: 15,853 shares; 2025Q2: 15,853 shares; 2025Q3: 15,853 shares; 2025Q4: 15,853 shares; 2026Q1: 15,853 shares; 2026Q2: 15,853 shares 15,853 $18.9K <0.01% 0 Timeline