IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,551 shares; 2024Q4: 186,285 shares; 2025Q1: 218,474 shares; 2025Q2: 228,774 shares; 2025Q3: 230,942 shares; 2025Q4: 234,061 shares; 2026Q1: 268,835 shares; 2026Q2: 265,639 shares 265,639 $20M 7.17% -3,196 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: 51,432 shares; 2024Q4: 51,381 shares; 2025Q1: 52,927 shares; 2025Q2: 66,327 shares; 2025Q3: 65,988 shares; 2025Q4: 63,994 shares; 2026Q1: 63,492 shares; 2026Q2: 62,387 shares 62,387 $12.5M 4.48% -1,105 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,091 shares; 2024Q4: 26,074 shares; 2025Q1: 35,254 shares; 2025Q2: 35,840 shares; 2025Q3: 35,271 shares; 2025Q4: 34,360 shares; 2026Q1: 33,779 shares; 2026Q2: 33,189 shares 33,189 $11.9M 4.26% -590 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: 33,280 shares; 2024Q4: 33,455 shares; 2025Q1: 34,072 shares; 2025Q2: 35,128 shares; 2025Q3: 35,050 shares; 2025Q4: 34,728 shares; 2026Q1: 35,619 shares; 2026Q2: 34,736 shares 34,736 $10.1M 3.61% -883 Timeline XSVM 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: 80,740 shares; 2024Q4: 82,140 shares; 2025Q1: 85,074 shares; 2025Q2: 87,447 shares; 2025Q3: 123,864 shares; 2025Q4: 137,061 shares; 2026Q1: 139,995 shares; 2026Q2: 139,180 shares 139,180 $9.69M 3.48% -815 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: 34,663 shares; 2024Q4: 33,919 shares; 2025Q1: 34,071 shares; 2025Q2: 34,752 shares; 2025Q3: 34,823 shares; 2025Q4: 35,921 shares; 2026Q1: 40,251 shares; 2026Q2: 39,801 shares 39,801 $9.49M 3.4% -450 Timeline IEI 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: 63,586 shares; 2026Q2: 63,212 shares 63,212 $7.42M 2.66% -374 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: 23,780 shares; 2025Q1: 24,521 shares; 2025Q2: 24,776 shares; 2025Q3: 24,507 shares; 2025Q4: 17,158 shares; 2026Q1: 17,408 shares; 2026Q2: 16,750 shares 16,750 $7.26M 2.6% -658 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: 15,151 shares; 2024Q4: 14,840 shares; 2025Q1: 15,217 shares; 2025Q2: 15,353 shares; 2025Q3: 15,305 shares; 2025Q4: 15,695 shares; 2026Q1: 17,250 shares; 2026Q2: 17,153 shares 17,153 $6.4M 2.3% -97 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: 14,168 shares; 2024Q4: 13,452 shares; 2025Q1: 13,266 shares; 2025Q2: 13,216 shares; 2025Q3: 13,160 shares; 2025Q4: 13,023 shares; 2026Q1: 13,598 shares; 2026Q2: 13,292 shares 13,292 $6.35M 2.28% -306 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,661 shares; 2025Q3: 25,598 shares; 2025Q4: 25,665 shares; 2026Q1: 26,145 shares; 2026Q2: 25,863 shares 25,863 $5.34M 1.92% -282 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: 20,017 shares; 2024Q4: 19,478 shares; 2025Q1: 18,639 shares; 2025Q2: 18,589 shares; 2025Q3: 18,133 shares; 2025Q4: 13,954 shares; 2026Q1: 13,910 shares; 2026Q2: 13,743 shares 13,743 $5.19M 1.86% -167 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: 9,099 shares; 2024Q4: 9,358 shares; 2025Q1: 9,957 shares; 2025Q2: 10,145 shares; 2025Q3: 10,135 shares; 2025Q4: 9,771 shares; 2026Q1: not reported; 2026Q2: 8,564 shares 8,564 $4.97M 1.79% new 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: 6,725 shares; 2024Q4: 6,692 shares; 2025Q1: 4,267 shares; 2025Q2: 4,303 shares; 2025Q3: 6,445 shares; 2025Q4: 5,339 shares; 2026Q1: 7,225 shares; 2026Q2: 8,256 shares 8,256 $4.65M 1.67% +1,031 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: 1,608 shares; 2024Q4: 675 shares; 2025Q1: 1,721 shares; 2025Q2: 1,791 shares; 2025Q3: 3,372 shares; 2025Q4: 3,367 shares; 2026Q1: 3,408 shares; 2026Q2: 3,236 shares 3,236 $3.88M 1.39% -172 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,010 shares; 2025Q1: 23,481 shares; 2025Q2: 23,822 shares; 2025Q3: 23,802 shares; 2025Q4: 23,574 shares; 2026Q1: 23,252 shares; 2026Q2: 22,502 shares 22,502 $3.82M 1.37% -750 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: 15,431 shares; 2024Q4: 15,431 shares; 2025Q1: 15,431 shares; 2025Q2: 15,431 shares; 2025Q3: 15,431 shares; 2025Q4: 15,431 shares; 2026Q1: 15,431 shares; 2026Q2: 15,431 shares 15,431 $3.74M 1.34% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,944 shares; 2024Q4: 87,796 shares; 2025Q1: 85,133 shares; 2025Q2: 85,454 shares; 2025Q3: 86,483 shares; 2025Q4: 80,627 shares; 2026Q1: 64,000 shares; 2026Q2: 54,545 shares 54,545 $3.67M 1.32% -9,455 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444,043 shares; 2024Q4: 440,939 shares; 2025Q1: 441,330 shares; 2025Q2: 449,892 shares; 2025Q3: 443,163 shares; 2025Q4: 425,735 shares; 2026Q1: 379,398 shares; 2026Q2: 376,633 shares 376,633 $3.61M 1.29% -2,765 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,665 shares; 2024Q4: 200,524 shares; 2025Q1: 198,762 shares; 2025Q2: 200,883 shares; 2025Q3: 201,281 shares; 2025Q4: 202,771 shares; 2026Q1: 177,200 shares; 2026Q2: 176,171 shares 176,171 $3.5M 1.26% -1,029 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: 30,959 shares; 2024Q4: 30,963 shares; 2025Q1: 30,852 shares; 2025Q2: 30,979 shares; 2025Q3: 30,306 shares; 2025Q4: 28,582 shares; 2026Q1: 24,767 shares; 2026Q2: 24,473 shares 24,473 $3.43M 1.23% -294 Timeline DY DYCOM INDS INC More: the full row for DYCOM 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: 6,675 shares; 2026Q1: 6,766 shares; 2026Q2: 6,710 shares 6,710 $3.39M 1.22% -56 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,911 shares; 2024Q4: 407,480 shares; 2025Q1: 100,891 shares; 2025Q2: 114,531 shares; 2025Q3: 94,521 shares; 2025Q4: 95,028 shares; 2026Q1: 94,298 shares; 2026Q2: 88,314 shares 88,314 $3.36M 1.21% -5,984 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,793 shares; 2025Q4: 5,357 shares; 2026Q1: 11,257 shares; 2026Q2: 11,174 shares 11,174 $3.27M 1.17% -83 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,484 shares; 2024Q4: 13,273 shares; 2025Q1: 13,338 shares; 2025Q2: 13,554 shares; 2025Q3: 13,511 shares; 2025Q4: 12,401 shares; 2026Q1: 12,735 shares; 2026Q2: 12,611 shares 12,611 $3.23M 1.16% -124 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,703 shares; 2026Q2: 2,690 shares 2,690 $3.16M 1.13% -13 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,581 shares; 2024Q4: 68,834 shares; 2025Q1: 69,782 shares; 2025Q2: 71,825 shares; 2025Q3: 71,772 shares; 2025Q4: 69,964 shares; 2026Q1: 63,194 shares; 2026Q2: 62,585 shares 62,585 $3.1M 1.11% -609 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: 4,243 shares; 2024Q4: 4,184 shares; 2025Q1: 4,127 shares; 2025Q2: 2,876 shares; 2025Q3: 2,889 shares; 2025Q4: 2,879 shares; 2026Q1: 3,060 shares; 2026Q2: 3,041 shares 3,041 $3.08M 1.1% -19 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,637 shares 2,637 $3.04M 1.09% new 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: 38,512 shares; 2024Q4: 37,837 shares; 2025Q1: 37,428 shares; 2025Q2: 37,624 shares; 2025Q3: 37,411 shares; 2025Q4: 37,266 shares; 2026Q1: 34,268 shares; 2026Q2: 26,795 shares 26,795 $3.03M 1.09% -7,473 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: 20,875 shares; 2024Q4: 20,953 shares; 2025Q1: 21,270 shares; 2025Q2: 21,986 shares; 2025Q3: 22,319 shares; 2025Q4: 22,505 shares; 2026Q1: 21,992 shares; 2026Q2: 21,931 shares 21,931 $2.77M 0.99% -61 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: 7,022 shares; 2024Q4: 6,919 shares; 2025Q1: 7,036 shares; 2025Q2: 7,107 shares; 2025Q3: 7,106 shares; 2025Q4: 6,989 shares; 2026Q1: 6,249 shares; 2026Q2: 6,199 shares 6,199 $2.64M 0.95% -50 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: 16,581 shares; 2024Q4: 16,530 shares; 2025Q1: 16,844 shares; 2025Q2: 17,023 shares; 2025Q3: 16,908 shares; 2025Q4: 16,408 shares; 2026Q1: 13,048 shares; 2026Q2: 12,602 shares 12,602 $2.63M 0.95% -446 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: 10,513 shares; 2024Q4: 10,278 shares; 2025Q1: 10,063 shares; 2025Q2: 9,895 shares; 2025Q3: 9,929 shares; 2025Q4: 9,846 shares; 2026Q1: 9,236 shares; 2026Q2: 9,157 shares 9,157 $2.58M 0.92% -79 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: 12,993 shares; 2024Q4: 9,938 shares; 2025Q1: 9,873 shares; 2025Q2: 9,968 shares; 2025Q3: 10,081 shares; 2025Q4: 10,096 shares; 2026Q1: 10,244 shares; 2026Q2: 10,157 shares 10,157 $2.52M 0.91% -87 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118,664 shares; 2025Q2: 120,430 shares; 2025Q3: 121,304 shares; 2025Q4: 121,583 shares; 2026Q1: 120,636 shares; 2026Q2: 117,342 shares 117,342 $2.51M 0.9% -3,294 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,625 shares; 2024Q4: 14,087 shares; 2025Q1: 14,468 shares; 2025Q2: 14,860 shares; 2025Q3: 14,745 shares; 2025Q4: 14,150 shares; 2026Q1: 14,368 shares; 2026Q2: 14,414 shares 14,414 $2.51M 0.9% +46 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: 7,520 shares; 2024Q4: 7,601 shares; 2025Q1: 7,709 shares; 2025Q2: 7,486 shares; 2025Q3: 7,537 shares; 2025Q4: 7,545 shares; 2026Q1: 7,312 shares; 2026Q2: 7,264 shares 7,264 $2.49M 0.89% -48 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: 14,892 shares; 2024Q4: 15,175 shares; 2025Q1: 15,449 shares; 2025Q2: 15,790 shares; 2025Q3: 15,874 shares; 2025Q4: 10,536 shares; 2026Q1: 9,809 shares; 2026Q2: 9,733 shares 9,733 $2.45M 0.88% -76 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: 9,711 shares; 2024Q4: 9,984 shares; 2025Q1: 10,351 shares; 2025Q2: 10,619 shares; 2025Q3: 10,710 shares; 2025Q4: 10,673 shares; 2026Q1: 9,713 shares; 2026Q2: 9,634 shares 9,634 $2.45M 0.88% -79 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: 48,818 shares; 2024Q4: 48,890 shares; 2025Q1: 49,795 shares; 2025Q2: 49,947 shares; 2025Q3: 50,006 shares; 2025Q4: 49,535 shares; 2026Q1: 42,778 shares; 2026Q2: 42,560 shares 42,560 $2.43M 0.87% -218 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: 8,967 shares; 2024Q4: 9,037 shares; 2025Q1: 9,098 shares; 2025Q2: 9,165 shares; 2025Q3: 9,141 shares; 2025Q4: 9,041 shares; 2026Q1: 7,374 shares; 2026Q2: 7,290 shares 7,290 $2.39M 0.86% -84 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: 3,650 shares; 2024Q4: 3,726 shares; 2025Q1: 3,807 shares; 2025Q2: 3,859 shares; 2025Q3: 3,893 shares; 2025Q4: 3,915 shares; 2026Q1: 3,803 shares; 2026Q2: 3,705 shares 3,705 $2.35M 0.84% -98 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: 15,656 shares; 2024Q4: 15,944 shares; 2025Q1: 16,453 shares; 2025Q2: 17,000 shares; 2025Q3: 17,136 shares; 2025Q4: 17,112 shares; 2026Q1: 14,971 shares; 2026Q2: 14,896 shares 14,896 $2.33M 0.84% -75 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: 16,468 shares; 2024Q4: 16,614 shares; 2025Q1: 16,690 shares; 2025Q2: 16,869 shares; 2025Q3: 16,550 shares; 2025Q4: 16,294 shares; 2026Q1: 14,273 shares; 2026Q2: 14,239 shares 14,239 $2.31M 0.83% -34 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: 6,642 shares; 2024Q4: 6,667 shares; 2025Q1: 6,650 shares; 2025Q2: 6,709 shares; 2025Q3: 6,771 shares; 2025Q4: 6,800 shares; 2026Q1: 4,605 shares; 2026Q2: 4,559 shares 4,559 $2.28M 0.82% -46 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,205 shares; 2024Q4: 53,460 shares; 2025Q1: 55,300 shares; 2025Q2: 57,432 shares; 2025Q3: 57,786 shares; 2025Q4: 58,179 shares; 2026Q1: 57,897 shares; 2026Q2: 57,104 shares 57,104 $2.27M 0.81% -793 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,105 shares; 2024Q4: 2,964 shares; 2025Q1: 2,912 shares; 2025Q2: 2,935 shares; 2025Q3: 2,937 shares; 2025Q4: 30,899 shares; 2026Q1: 31,704 shares; 2026Q2: 31,628 shares 31,628 $2.26M 0.81% -76 Timeline PHM PULTE GROUP INC More: the full row for PULTE 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: 15,481 shares; 2025Q4: 15,647 shares; 2026Q1: 16,038 shares; 2026Q2: 15,969 shares 15,969 $2.19M 0.79% -69 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: 6,592 shares; 2024Q4: 6,623 shares; 2025Q1: 6,709 shares; 2025Q2: 6,776 shares; 2025Q3: 6,761 shares; 2025Q4: 6,477 shares; 2026Q1: not reported; 2026Q2: 2,843 shares 2,843 $2.17M 0.78% new 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: 18,857 shares; 2024Q4: 18,706 shares; 2025Q1: 18,931 shares; 2025Q2: 19,166 shares; 2025Q3: 19,287 shares; 2025Q4: 19,230 shares; 2026Q1: 15,800 shares; 2026Q2: 15,568 shares 15,568 $2.13M 0.76% -232 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: 3,947 shares; 2024Q4: 3,987 shares; 2025Q1: 4,045 shares; 2025Q2: 4,060 shares; 2025Q3: 4,058 shares; 2025Q4: 4,071 shares; 2026Q1: 4,150 shares; 2026Q2: 4,103 shares 4,103 $2.11M 0.76% -47 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 48,596 shares; 2026Q2: 48,384 shares 48,384 $2.1M 0.75% -212 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: 6,495 shares; 2024Q4: 6,586 shares; 2025Q1: 6,785 shares; 2025Q2: 6,907 shares; 2025Q3: 6,929 shares; 2025Q4: 6,906 shares; 2026Q1: 5,920 shares; 2026Q2: 5,891 shares 5,891 $2.09M 0.75% -29 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 2,065 shares; 2025Q1: 2,110 shares; 2025Q2: 2,141 shares; 2025Q3: 2,155 shares; 2025Q4: 2,163 shares; 2026Q1: 2,229 shares; 2026Q2: 2,220 shares 2,220 $2.08M 0.75% -9 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: not reported; 2024Q4: not reported; 2025Q1: 27,040 shares; 2025Q2: 27,427 shares; 2025Q3: 27,526 shares; 2025Q4: 27,589 shares; 2026Q1: 28,647 shares; 2026Q2: 28,661 shares 28,661 $2.07M 0.74% +14 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,935 shares; 2024Q4: 1,958 shares; 2025Q1: 2,022 shares; 2025Q2: 2,056 shares; 2025Q3: 2,075 shares; 2025Q4: 1,958 shares; 2026Q1: 2,033 shares; 2026Q2: 1,982 shares 1,982 $2.07M 0.74% -51 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: 23,544 shares; 2024Q4: 24,166 shares; 2025Q1: 25,004 shares; 2025Q2: 25,997 shares; 2025Q3: 26,284 shares; 2025Q4: 26,448 shares; 2026Q1: 25,900 shares; 2026Q2: 25,422 shares 25,422 $1.97M 0.71% -478 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,049 shares; 2024Q4: 10,119 shares; 2025Q1: 10,162 shares; 2025Q2: 10,206 shares; 2025Q3: 10,231 shares; 2025Q4: 10,110 shares; 2026Q1: 8,362 shares; 2026Q2: 8,195 shares 8,195 $1.96M 0.7% -167 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: 28,837 shares; 2024Q4: 16,316 shares; 2025Q1: 30,285 shares; 2025Q2: 31,075 shares; 2025Q3: 31,514 shares; 2025Q4: 31,638 shares; 2026Q1: 31,548 shares; 2026Q2: 31,185 shares 31,185 $1.93M 0.69% -363 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,169 shares 16,169 $1.89M 0.68% new 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: 38,078 shares; 2024Q4: 38,830 shares; 2025Q1: 40,350 shares; 2025Q2: 41,207 shares; 2025Q3: 41,282 shares; 2025Q4: 41,158 shares; 2026Q1: 39,351 shares; 2026Q2: 38,832 shares 38,832 $1.85M 0.66% -519 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,544 shares; 2024Q4: 87,889 shares; 2025Q1: 129,936 shares; 2025Q2: 132,856 shares; 2025Q3: 138,664 shares; 2025Q4: 142,176 shares; 2026Q1: 144,374 shares; 2026Q2: 158,875 shares 158,875 $1.84M 0.66% +14,501 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: 29,315 shares; 2024Q4: 29,796 shares; 2025Q1: 30,928 shares; 2025Q2: 31,493 shares; 2025Q3: 31,783 shares; 2025Q4: 31,100 shares; 2026Q1: 26,358 shares; 2026Q2: 26,019 shares 26,019 $1.78M 0.64% -339 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: 4,759 shares; 2024Q4: 4,812 shares; 2025Q1: 4,846 shares; 2025Q2: 4,947 shares; 2025Q3: 4,973 shares; 2025Q4: 4,877 shares; 2026Q1: not reported; 2026Q2: 4,996 shares 4,996 $1.76M 0.63% new Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 29,108 shares; 2026Q1: 29,095 shares; 2026Q2: 28,401 shares 28,401 $1.71M 0.61% -694 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,625 shares; 2025Q1: 37,978 shares; 2025Q2: 38,887 shares; 2025Q3: 39,613 shares; 2025Q4: 39,945 shares; 2026Q1: 41,010 shares; 2026Q2: 41,041 shares 41,041 $1.68M 0.6% +31 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 97,787 shares; 2026Q2: 96,562 shares 96,562 $1.68M 0.6% -1,225 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,669 shares; 2024Q4: 12,750 shares; 2025Q1: 12,790 shares; 2025Q2: 12,953 shares; 2025Q3: 13,046 shares; 2025Q4: 13,149 shares; 2026Q1: 13,424 shares; 2026Q2: 13,391 shares 13,391 $1.65M 0.59% -33 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,238 shares; 2024Q4: 121,765 shares; 2025Q1: 126,896 shares; 2025Q2: 130,928 shares; 2025Q3: 131,294 shares; 2025Q4: 122,811 shares; 2026Q1: 101,021 shares; 2026Q2: 98,232 shares 98,232 $1.59M 0.57% -2,789 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,128 shares; 2025Q2: 12,566 shares; 2025Q3: 12,714 shares; 2025Q4: 12,736 shares; 2026Q1: 12,809 shares; 2026Q2: 16,516 shares 16,516 $1.59M 0.57% +3,707 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: 12,947 shares; 2024Q4: 13,199 shares; 2025Q1: 13,722 shares; 2025Q2: 14,035 shares; 2025Q3: 14,121 shares; 2025Q4: 12,703 shares; 2026Q1: 12,008 shares; 2026Q2: 11,674 shares 11,674 $1.51M 0.54% -334 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: 10,754 shares; 2024Q4: 10,389 shares; 2025Q1: 9,114 shares; 2025Q2: 9,158 shares; 2025Q3: 3,585 shares; 2025Q4: 3,583 shares; 2026Q1: not reported; 2026Q2: 3,583 shares 3,583 $1.51M 0.54% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69,543 shares 69,543 $1.49M 0.53% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,339 shares; 2024Q4: 41,857 shares; 2025Q1: 73,182 shares; 2025Q2: 84,115 shares; 2025Q3: 90,815 shares; 2025Q4: 92,421 shares; 2026Q1: 84,595 shares; 2026Q2: 100,703 shares 100,703 $1.3M 0.47% +16,108 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: not reported; 2024Q4: 63,947 shares; 2025Q1: 66,137 shares; 2025Q2: 67,368 shares; 2025Q3: 68,012 shares; 2025Q4: 67,539 shares; 2026Q1: 59,620 shares; 2026Q2: 59,285 shares 59,285 $1.23M 0.44% -335 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,453 shares; 2025Q3: 16,453 shares; 2025Q4: 16,453 shares; 2026Q1: 11,853 shares; 2026Q2: 11,853 shares 11,853 $857K 0.31% 0 Timeline ACWI 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: 19,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,653 shares; 2026Q1: not reported; 2026Q2: 5,056 shares 5,056 $794K 0.28% new 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: 1,134 shares; 2025Q3: 1,134 shares; 2025Q4: 1,134 shares; 2026Q1: not reported; 2026Q2: 1,134 shares 1,134 $779K 0.28% new Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,608 shares 12,608 $689K 0.25% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,318 shares; 2024Q4: 7,370 shares; 2025Q1: 7,478 shares; 2025Q2: 7,240 shares; 2025Q3: 7,189 shares; 2025Q4: 7,258 shares; 2026Q1: not reported; 2026Q2: 6,605 shares 6,605 $686K 0.25% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND 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: 4,935 shares 4,935 $614K 0.22% new Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,155 shares; 2024Q4: 252,548 shares; 2025Q1: 256,591 shares; 2025Q2: 258,762 shares; 2025Q3: 262,498 shares; 2025Q4: 260,896 shares; 2026Q1: 263,470 shares; 2026Q2: 304,382 shares 304,382 $585K 0.21% +40,912 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,368 shares; 2024Q4: 80,203 shares; 2025Q1: 53,144 shares; 2025Q2: 55,924 shares; 2025Q3: 55,830 shares; 2025Q4: 52,075 shares; 2026Q1: 50,490 shares; 2026Q2: 52,675 shares 52,675 $442K 0.16% +2,185 Timeline NASA TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,318 shares 14,318 $435K 0.16% new Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,855 shares; 2024Q4: 22,566 shares; 2025Q1: 21,160 shares; 2025Q2: 22,279 shares; 2025Q3: 23,750 shares; 2025Q4: 24,092 shares; 2026Q1: 23,941 shares; 2026Q2: 27,986 shares 27,986 $380K 0.14% +4,045 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,378 shares; 2026Q1: not reported; 2026Q2: 3,378 shares 3,378 $343K 0.12% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,960 shares; 2024Q4: 2,792 shares; 2025Q1: 2,792 shares; 2025Q2: 2,728 shares; 2025Q3: 2,728 shares; 2025Q4: 4,863 shares; 2026Q1: not reported; 2026Q2: 4,640 shares 4,640 $313K 0.11% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,112 shares; 2025Q3: 5,052 shares; 2025Q4: 5,075 shares; 2026Q1: not reported; 2026Q2: 4,430 shares 4,430 $303K 0.11% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,289 shares; 2025Q3: 21,289 shares; 2025Q4: 21,289 shares; 2026Q1: not reported; 2026Q2: 6,628 shares 6,628 $277K 0.1% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 15,099 shares; 2025Q1: 421 shares; 2025Q2: 420 shares; 2025Q3: 409 shares; 2025Q4: 365 shares; 2026Q1: not reported; 2026Q2: 325 shares 325 $243K 0.09% new Timeline KLAC KLA CORP More: the full row for KLA 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: 700 shares 700 $211K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,200 shares 2,200 $211K 0.08% new Timeline