NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 103,022 shares; 2025Q1: 106,532 shares; 2025Q2: 106,763 shares; 2025Q3: 107,192 shares; 2025Q4: 127,794 shares; 2026Q1: 130,082 shares; 2026Q2: 130,234 shares 130,234 $28.3M 8.54% +152 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: not loaded; 2024Q4: 57,277 shares; 2025Q1: 60,177 shares; 2025Q2: 60,429 shares; 2025Q3: 60,158 shares; 2025Q4: 70,747 shares; 2026Q1: 70,520 shares; 2026Q2: 71,615 shares 71,615 $21.8M 6.58% +1,095 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: not loaded; 2024Q4: 41,641 shares; 2025Q1: 43,089 shares; 2025Q2: 41,142 shares; 2025Q3: 41,318 shares; 2025Q4: 53,383 shares; 2026Q1: 53,723 shares; 2026Q2: 54,111 shares 54,111 $18.6M 5.61% +388 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: not loaded; 2024Q4: 30,197 shares; 2025Q1: 31,480 shares; 2025Q2: 31,533 shares; 2025Q3: 31,545 shares; 2025Q4: 35,436 shares; 2026Q1: 33,811 shares; 2026Q2: 34,153 shares 34,153 $17.2M 5.19% +342 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: not loaded; 2024Q4: 23,375 shares; 2025Q1: 23,894 shares; 2025Q2: 24,129 shares; 2025Q3: 24,113 shares; 2025Q4: 27,639 shares; 2026Q1: 29,450 shares; 2026Q2: 29,924 shares 29,924 $12.5M 3.75% +474 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: not loaded; 2024Q4: 32,949 shares; 2025Q1: 33,982 shares; 2025Q2: 32,845 shares; 2025Q3: 30,719 shares; 2025Q4: 39,839 shares; 2026Q1: 40,119 shares; 2026Q2: 40,916 shares 40,916 $11.1M 3.36% +797 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,635 shares; 2025Q1: 26,110 shares; 2025Q2: 25,952 shares; 2025Q3: 25,955 shares; 2025Q4: 31,110 shares; 2026Q1: 31,174 shares; 2026Q2: 30,768 shares 30,768 $11.1M 3.36% -406 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,525 shares; 2026Q1: 73,734 shares; 2026Q2: 87,728 shares 87,728 $7.21M 2.17% +13,994 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,690 shares; 2025Q1: 4,744 shares; 2025Q2: 4,744 shares; 2025Q3: 4,816 shares; 2025Q4: 5,658 shares; 2026Q1: 5,667 shares; 2026Q2: 5,634 shares 5,634 $6.85M 2.06% -33 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,562 shares; 2025Q1: 5,636 shares; 2025Q2: 5,531 shares; 2025Q3: 5,531 shares; 2025Q4: 5,530 shares; 2026Q1: 5,526 shares; 2026Q2: 5,485 shares 5,485 $5.82M 1.76% -41 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 loaded; 2024Q4: 31,559 shares; 2025Q1: 33,501 shares; 2025Q2: 33,170 shares; 2025Q3: 33,165 shares; 2025Q4: 33,160 shares; 2026Q1: 33,209 shares; 2026Q2: 33,179 shares 33,179 $5.55M 1.67% -30 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 39,007 shares; 2025Q1: 41,406 shares; 2025Q2: 40,741 shares; 2025Q3: 43,023 shares; 2025Q4: 47,135 shares; 2026Q1: 46,933 shares; 2026Q2: 47,225 shares 47,225 $5.35M 1.61% +292 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: not loaded; 2024Q4: 4,363 shares; 2025Q1: 5,004 shares; 2025Q2: 5,034 shares; 2025Q3: 5,058 shares; 2025Q4: 5,582 shares; 2026Q1: 5,389 shares; 2026Q2: 5,301 shares 5,301 $5.01M 1.51% -88 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: not loaded; 2024Q4: 11,262 shares; 2025Q1: 12,714 shares; 2025Q2: 12,696 shares; 2025Q3: 12,377 shares; 2025Q4: 13,096 shares; 2026Q1: 13,196 shares; 2026Q2: 13,473 shares 13,473 $4.89M 1.47% +277 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: not loaded; 2024Q4: 20,838 shares; 2025Q1: 21,491 shares; 2025Q2: 21,102 shares; 2025Q3: 21,102 shares; 2025Q4: 21,107 shares; 2026Q1: 21,116 shares; 2026Q2: 20,987 shares 20,987 $4.74M 1.43% -129 Timeline VFH 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 loaded; 2024Q4: 34,197 shares; 2025Q1: 34,765 shares; 2025Q2: 34,700 shares; 2025Q3: 34,522 shares; 2025Q4: 36,040 shares; 2026Q1: 31,819 shares; 2026Q2: 31,576 shares 31,576 $4.46M 1.35% -243 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: not loaded; 2024Q4: 7,615 shares; 2025Q1: 7,812 shares; 2025Q2: 7,619 shares; 2025Q3: 7,613 shares; 2025Q4: 9,446 shares; 2026Q1: 9,215 shares; 2026Q2: 9,170 shares 9,170 $3.52M 1.06% -45 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,989 shares; 2025Q1: 4,797 shares; 2025Q2: 4,653 shares; 2025Q3: 4,803 shares; 2025Q4: 5,560 shares; 2026Q1: 5,754 shares; 2026Q2: 5,702 shares 5,702 $3.42M 1.03% -52 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 40,935 shares; 2025Q1: 42,018 shares; 2025Q2: 41,431 shares; 2025Q3: 41,416 shares; 2025Q4: 41,406 shares; 2026Q1: 41,420 shares; 2026Q2: 41,415 shares 41,415 $2.99M 0.9% -5 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: not loaded; 2024Q4: 62,888 shares; 2025Q1: 83,253 shares; 2025Q2: 98,889 shares; 2025Q3: 100,634 shares; 2025Q4: 96,835 shares; 2026Q1: 95,773 shares; 2026Q2: 94,736 shares 94,736 $2.98M 0.9% -1,037 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,956 shares; 2025Q1: 9,054 shares; 2025Q2: 8,807 shares; 2025Q3: 8,782 shares; 2025Q4: 8,781 shares; 2026Q1: 8,719 shares; 2026Q2: 8,716 shares 8,716 $2.45M 0.74% -3 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,202 shares; 2025Q1: 2,144 shares; 2025Q2: 2,133 shares; 2025Q3: 2,129 shares; 2025Q4: 4,641 shares; 2026Q1: 4,663 shares; 2026Q2: 4,665 shares 4,665 $2.41M 0.73% +2 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: not loaded; 2024Q4: 6,999 shares; 2025Q1: 18,327 shares; 2025Q2: 20,538 shares; 2025Q3: 20,722 shares; 2025Q4: 55,257 shares; 2026Q1: 56,512 shares; 2026Q2: 49,488 shares 49,488 $2.34M 0.71% -7,024 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 loaded; 2024Q4: 1,538 shares; 2025Q1: 1,553 shares; 2025Q2: 1,470 shares; 2025Q3: 1,385 shares; 2025Q4: 2,990 shares; 2026Q1: 2,932 shares; 2026Q2: 2,933 shares 2,933 $2.26M 0.68% +1 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,973 shares; 2025Q1: 19,850 shares; 2025Q2: 21,121 shares; 2025Q3: 22,328 shares; 2025Q4: 29,917 shares; 2026Q1: 28,914 shares; 2026Q2: 28,820 shares 28,820 $2.24M 0.68% -94 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares; 2026Q2: 5,500 shares 5,500 $2.21M 0.67% 0 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,623 shares; 2025Q4: 166,044 shares; 2026Q1: 181,293 shares; 2026Q2: 181,293 shares 181,293 $2.17M 0.65% 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: not loaded; 2024Q4: 5,322 shares; 2025Q1: 11,659 shares; 2025Q2: 7,392 shares; 2025Q3: 7,309 shares; 2025Q4: 35,529 shares; 2026Q1: 39,669 shares; 2026Q2: 33,651 shares 33,651 $2.15M 0.65% -6,018 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 loaded; 2024Q4: 2,897 shares; 2025Q1: 2,945 shares; 2025Q2: 2,670 shares; 2025Q3: 3,450 shares; 2025Q4: 3,438 shares; 2026Q1: 3,446 shares; 2026Q2: 3,986 shares 3,986 $2.1M 0.63% +540 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: not loaded; 2024Q4: 6,706 shares; 2025Q1: 6,907 shares; 2025Q2: 7,641 shares; 2025Q3: 7,178 shares; 2025Q4: 8,903 shares; 2026Q1: 7,279 shares; 2026Q2: 5,819 shares 5,819 $2.06M 0.62% -1,460 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,304 shares; 2025Q1: 7,290 shares; 2025Q2: 6,437 shares; 2025Q3: 6,437 shares; 2025Q4: 6,403 shares; 2026Q1: 6,394 shares; 2026Q2: 6,302 shares 6,302 $1.98M 0.6% -92 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 loaded; 2024Q4: 1,161 shares; 2025Q1: 3,661 shares; 2025Q2: 3,810 shares; 2025Q3: 3,787 shares; 2025Q4: 4,480 shares; 2026Q1: 5,873 shares; 2026Q2: 5,955 shares 5,955 $1.98M 0.6% +82 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 loaded; 2024Q4: 3,730 shares; 2025Q1: 3,624 shares; 2025Q2: 3,631 shares; 2025Q3: 3,684 shares; 2025Q4: 4,321 shares; 2026Q1: 4,576 shares; 2026Q2: 4,761 shares 4,761 $1.91M 0.58% +185 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,679 shares; 2025Q1: 9,950 shares; 2025Q2: 9,674 shares; 2025Q3: 9,494 shares; 2025Q4: 9,502 shares; 2026Q1: 8,290 shares; 2026Q2: 8,002 shares 8,002 $1.91M 0.58% -288 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,639 shares; 2025Q1: 11,963 shares; 2025Q2: 11,874 shares; 2025Q3: 10,052 shares; 2025Q4: 9,950 shares; 2026Q1: 9,949 shares; 2026Q2: 9,934 shares 9,934 $1.9M 0.57% -15 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,250 shares; 2025Q1: 9,250 shares; 2025Q2: 7,730 shares; 2025Q3: 7,730 shares; 2025Q4: 13,755 shares; 2026Q1: 13,011 shares; 2026Q2: 12,459 shares 12,459 $1.85M 0.56% -552 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,033 shares; 2025Q1: 4,137 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 3,994 shares; 2026Q1: 4,003 shares; 2026Q2: 3,981 shares 3,981 $1.83M 0.55% -22 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,490 shares; 2025Q1: 9,478 shares; 2025Q2: 9,227 shares; 2025Q3: 9,230 shares; 2025Q4: 9,271 shares; 2026Q1: 8,424 shares; 2026Q2: 8,213 shares 8,213 $1.74M 0.53% -211 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: not loaded; 2024Q4: 12,663 shares; 2025Q1: 13,063 shares; 2025Q2: 12,899 shares; 2025Q3: 10,726 shares; 2025Q4: 10,729 shares; 2026Q1: 10,720 shares; 2026Q2: 10,571 shares 10,571 $1.74M 0.52% -149 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 loaded; 2024Q4: 4,947 shares; 2025Q1: 6,790 shares; 2025Q2: 6,920 shares; 2025Q3: 6,945 shares; 2025Q4: 7,944 shares; 2026Q1: 10,284 shares; 2026Q2: 9,874 shares 9,874 $1.73M 0.52% -410 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: not loaded; 2024Q4: 1,218 shares; 2025Q1: 2,215 shares; 2025Q2: 2,097 shares; 2025Q3: 2,163 shares; 2025Q4: 3,199 shares; 2026Q1: 2,993 shares; 2026Q2: 3,045 shares 3,045 $1.71M 0.52% +52 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: not loaded; 2024Q4: 1,850 shares; 2025Q1: 1,929 shares; 2025Q2: 1,938 shares; 2025Q3: 1,937 shares; 2025Q4: 19,315 shares; 2026Q1: 20,605 shares; 2026Q2: 22,655 shares 22,655 $1.69M 0.51% +2,050 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 loaded; 2024Q4: 4,244 shares; 2025Q1: 5,485 shares; 2025Q2: 4,684 shares; 2025Q3: 4,482 shares; 2025Q4: 5,293 shares; 2026Q1: 4,945 shares; 2026Q2: 4,948 shares 4,948 $1.66M 0.5% +3 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,068 shares; 2025Q1: 7,327 shares; 2025Q2: 7,806 shares; 2025Q3: 8,033 shares; 2025Q4: 9,436 shares; 2026Q1: 8,468 shares; 2026Q2: 8,025 shares 8,025 $1.65M 0.5% -443 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,507 shares; 2026Q1: 14,507 shares; 2026Q2: 14,507 shares 14,507 $1.65M 0.5% 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: not loaded; 2024Q4: 4,702 shares; 2025Q1: 4,786 shares; 2025Q2: 4,792 shares; 2025Q3: 4,793 shares; 2025Q4: 4,794 shares; 2026Q1: 4,806 shares; 2026Q2: 4,824 shares 4,824 $1.64M 0.5% +18 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,365 shares; 2026Q1: 5,374 shares; 2026Q2: 5,374 shares 5,374 $1.62M 0.49% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,891 shares; 2025Q1: 5,937 shares; 2025Q2: 4,455 shares; 2025Q3: 4,392 shares; 2025Q4: 4,392 shares; 2026Q1: 4,389 shares; 2026Q2: 4,269 shares 4,269 $1.52M 0.46% -120 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 873 shares; 2025Q4: 3,264 shares; 2026Q1: 3,607 shares; 2026Q2: 4,314 shares 4,314 $1.48M 0.45% +707 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 47,600 shares; 2025Q1: 37,100 shares; 2025Q2: 26,632 shares; 2025Q3: 26,632 shares; 2025Q4: 26,632 shares; 2026Q1: 26,718 shares; 2026Q2: 27,133 shares 27,133 $1.48M 0.44% +415 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: not loaded; 2024Q4: not reported; 2025Q1: 2,166 shares; 2025Q2: 2,145 shares; 2025Q3: 2,072 shares; 2025Q4: 2,076 shares; 2026Q1: 2,001 shares; 2026Q2: 2,053 shares 2,053 $1.47M 0.44% +52 Timeline AIRJ AIRJOULE TECHNOLOGIES CORP More: the full row for AIRJOULE TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,000 shares; 2025Q4: 151,558 shares; 2026Q1: 151,530 shares; 2026Q2: 229,157 shares 229,157 $1.47M 0.44% +77,627 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,134 shares; 2025Q1: 18,648 shares; 2025Q2: 18,398 shares; 2025Q3: 18,399 shares; 2025Q4: 18,411 shares; 2026Q1: 18,406 shares; 2026Q2: 18,395 shares 18,395 $1.44M 0.44% -11 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 23,620 shares; 2026Q1: 23,620 shares; 2026Q2: 23,620 shares 23,620 $1.44M 0.44% 0 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: not loaded; 2024Q4: 2,252 shares; 2025Q1: not reported; 2025Q2: 1,498 shares; 2025Q3: 1,514 shares; 2025Q4: 1,519 shares; 2026Q1: 1,805 shares; 2026Q2: 3,004 shares 3,004 $1.42M 0.43% +1,199 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,443 shares; 2025Q4: 1,410 shares; 2026Q1: 1,428 shares; 2026Q2: 1,563 shares 1,563 $1.36M 0.41% +135 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: not loaded; 2024Q4: 1,213 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,792 shares; 2026Q1: 3,033 shares; 2026Q2: 3,164 shares 3,164 $1.34M 0.4% +131 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,398 shares; 2026Q1: 12,398 shares; 2026Q2: 12,202 shares 12,202 $1.31M 0.39% -196 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: not loaded; 2024Q4: 3,018 shares; 2025Q1: 5,646 shares; 2025Q2: 5,711 shares; 2025Q3: 6,472 shares; 2025Q4: 6,038 shares; 2026Q1: 6,833 shares; 2026Q2: 7,003 shares 7,003 $1.3M 0.39% +170 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,936 shares; 2025Q1: 7,437 shares; 2025Q2: 7,122 shares; 2025Q3: 7,122 shares; 2025Q4: 71,120 shares; 2026Q1: 7,120 shares; 2026Q2: 7,105 shares 7,105 $1.29M 0.39% -15 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,730 shares; 2025Q1: 1,848 shares; 2025Q2: 1,929 shares; 2025Q3: 1,939 shares; 2025Q4: 1,978 shares; 2026Q1: 2,225 shares; 2026Q2: 14,053 shares 14,053 $1.24M 0.38% +11,828 Timeline NPWR NET POWER INC More: the full row for NET POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,443 shares; 2025Q1: 27,285 shares; 2025Q2: 26,785 shares; 2025Q3: 51,365 shares; 2025Q4: 263,507 shares; 2026Q1: 748,649 shares; 2026Q2: 746,799 shares 746,799 $1.21M 0.36% -1,850 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 loaded; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 1,502 shares; 2026Q1: 1,522 shares; 2026Q2: 1,522 shares 1,522 $1.18M 0.36% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,111 shares; 2025Q1: 14,031 shares; 2025Q2: 14,676 shares; 2025Q3: 16,057 shares; 2025Q4: 16,656 shares; 2026Q1: 16,159 shares; 2026Q2: 25,724 shares 25,724 $1.17M 0.35% +9,565 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,657 shares; 2026Q1: 4,853 shares; 2026Q2: 5,337 shares 5,337 $1.15M 0.35% +484 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,892 shares; 2025Q1: 34,754 shares; 2025Q2: 30,270 shares; 2025Q3: 25,091 shares; 2025Q4: 21,627 shares; 2026Q1: 21,641 shares; 2026Q2: 21,584 shares 21,584 $1.13M 0.34% -57 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: not loaded; 2024Q4: 3,926 shares; 2025Q1: 7,449 shares; 2025Q2: 9,626 shares; 2025Q3: 9,723 shares; 2025Q4: 7,927 shares; 2026Q1: 9,873 shares; 2026Q2: 8,564 shares 8,564 $1.12M 0.34% -1,309 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,161 shares; 2025Q1: 7,638 shares; 2025Q2: 7,260 shares; 2025Q3: 6,405 shares; 2025Q4: 7,951 shares; 2026Q1: 8,687 shares; 2026Q2: 8,693 shares 8,693 $1.09M 0.33% +6 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,111 shares; 2025Q1: 3,983 shares; 2025Q2: 3,474 shares; 2025Q3: 3,383 shares; 2025Q4: 4,185 shares; 2026Q1: 4,212 shares; 2026Q2: 4,291 shares 4,291 $1.07M 0.32% +79 Timeline EDV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares; 2026Q2: 17,624 shares 17,624 $1.05M 0.32% +624 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: not loaded; 2024Q4: 1,070 shares; 2025Q1: 1,085 shares; 2025Q2: 1,027 shares; 2025Q3: 1,028 shares; 2025Q4: 921 shares; 2026Q1: 925 shares; 2026Q2: 915 shares 915 $1.05M 0.32% -10 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: not loaded; 2024Q4: not reported; 2025Q1: 15,179 shares; 2025Q2: 7,181 shares; 2025Q3: 5,931 shares; 2025Q4: 5,894 shares; 2026Q1: 6,964 shares; 2026Q2: 7,565 shares 7,565 $1.03M 0.31% +601 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: not loaded; 2024Q4: 4,409 shares; 2025Q1: 4,233 shares; 2025Q2: 3,243 shares; 2025Q3: 2,911 shares; 2025Q4: 3,902 shares; 2026Q1: 3,530 shares; 2026Q2: 3,499 shares 3,499 $1.02M 0.31% -31 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,875 shares; 2025Q1: 1,808 shares; 2025Q2: 1,024 shares; 2025Q3: 930 shares; 2025Q4: 1,277 shares; 2026Q1: 1,605 shares; 2026Q2: 1,601 shares 1,601 $969K 0.29% -4 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,656 shares; 2025Q1: 4,769 shares; 2025Q2: 4,680 shares; 2025Q3: 3,970 shares; 2025Q4: 4,027 shares; 2026Q1: 4,030 shares; 2026Q2: 3,607 shares 3,607 $946K 0.29% -423 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,039 shares; 2025Q1: 2,070 shares; 2025Q2: 2,063 shares; 2025Q3: 2,066 shares; 2025Q4: 11,075 shares; 2026Q1: 10,794 shares; 2026Q2: 7,411 shares 7,411 $945K 0.29% -3,383 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,160 shares; 2026Q1: 27,160 shares; 2026Q2: 27,100 shares 27,100 $916K 0.28% -60 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: not loaded; 2024Q4: 1,696 shares; 2025Q1: 1,696 shares; 2025Q2: 1,696 shares; 2025Q3: 1,671 shares; 2025Q4: 1,676 shares; 2026Q1: 1,676 shares; 2026Q2: 1,676 shares 1,676 $900K 0.27% 0 Timeline VDE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,985 shares; 2026Q1: 4,985 shares; 2026Q2: 4,985 shares 4,985 $857K 0.26% 0 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: not loaded; 2024Q4: 1,658 shares; 2025Q1: 1,745 shares; 2025Q2: 1,475 shares; 2025Q3: 1,356 shares; 2025Q4: 1,475 shares; 2026Q1: 3,001 shares; 2026Q2: 4,773 shares 4,773 $852K 0.26% +1,772 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,598 shares; 2025Q1: 2,638 shares; 2025Q2: 2,606 shares; 2025Q3: 2,601 shares; 2025Q4: 2,602 shares; 2026Q1: 2,597 shares; 2026Q2: 2,577 shares 2,577 $821K 0.25% -20 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,509 shares; 2025Q1: 2,524 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares; 2025Q4: 2,485 shares; 2026Q1: 2,041 shares; 2026Q2: 1,990 shares 1,990 $819K 0.25% -51 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,200 shares; 2026Q1: 10,175 shares; 2026Q2: 10,175 shares 10,175 $813K 0.25% 0 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: not loaded; 2024Q4: 4,535 shares; 2025Q1: 3,908 shares; 2025Q2: 3,618 shares; 2025Q3: 3,056 shares; 2025Q4: 3,326 shares; 2026Q1: 6,938 shares; 2026Q2: 6,443 shares 6,443 $776K 0.23% -495 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,335 shares; 2025Q1: 6,006 shares; 2025Q2: 5,560 shares; 2025Q3: 5,536 shares; 2025Q4: 5,540 shares; 2026Q1: 5,558 shares; 2026Q2: 5,520 shares 5,520 $770K 0.23% -38 Timeline VTV 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 loaded; 2024Q4: 2,184 shares; 2025Q1: 2,400 shares; 2025Q2: 2,530 shares; 2025Q3: 3,077 shares; 2025Q4: 3,272 shares; 2026Q1: 3,321 shares; 2026Q2: 3,409 shares 3,409 $768K 0.23% +88 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,526 shares; 2025Q1: 3,656 shares; 2025Q2: 3,699 shares; 2025Q3: 3,701 shares; 2025Q4: 3,693 shares; 2026Q1: 4,263 shares; 2026Q2: 5,149 shares 5,149 $749K 0.23% +886 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,452 shares; 2025Q1: 12,732 shares; 2025Q2: 10,907 shares; 2025Q3: 14,016 shares; 2025Q4: 13,492 shares; 2026Q1: 10,678 shares; 2026Q2: 7,998 shares 7,998 $749K 0.23% -2,680 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: not loaded; 2024Q4: 2,651 shares; 2025Q1: 2,309 shares; 2025Q2: 3,152 shares; 2025Q3: 3,599 shares; 2025Q4: 3,926 shares; 2026Q1: 3,802 shares; 2026Q2: 3,744 shares 3,744 $736K 0.22% -58 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: not loaded; 2024Q4: 868 shares; 2025Q1: 2,177 shares; 2025Q2: 2,060 shares; 2025Q3: 1,990 shares; 2025Q4: 2,778 shares; 2026Q1: 2,638 shares; 2026Q2: 1,950 shares 1,950 $711K 0.21% -688 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,136 shares; 2025Q1: 6,443 shares; 2025Q2: 3,792 shares; 2025Q3: 3,134 shares; 2025Q4: 3,134 shares; 2026Q1: 3,108 shares; 2026Q2: 3,109 shares 3,109 $683K 0.21% +1 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,149 shares; 2026Q1: 6,649 shares; 2026Q2: 6,649 shares 6,649 $669K 0.2% 0 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: not loaded; 2024Q4: 13,232 shares; 2025Q1: 12,627 shares; 2025Q2: 10,619 shares; 2025Q3: 9,053 shares; 2025Q4: 5,770 shares; 2026Q1: 5,345 shares; 2026Q2: 4,554 shares 4,554 $661K 0.2% -791 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,357 shares; 2026Q2: 6,137 shares 6,137 $661K 0.2% +3,780 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 578 shares; 2025Q1: 835 shares; 2025Q2: 730 shares; 2025Q3: 586 shares; 2025Q4: 817 shares; 2026Q1: 1,103 shares; 2026Q2: 1,311 shares 1,311 $643K 0.19% +208 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: not loaded; 2024Q4: 4,519 shares; 2025Q1: 4,525 shares; 2025Q2: 3,833 shares; 2025Q3: 3,269 shares; 2025Q4: 3,165 shares; 2026Q1: 3,052 shares; 2026Q2: 2,332 shares 2,332 $639K 0.19% -720 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: not loaded; 2024Q4: 2,835 shares; 2025Q1: 2,875 shares; 2025Q2: 2,795 shares; 2025Q3: 2,778 shares; 2025Q4: 2,787 shares; 2026Q1: 2,441 shares; 2026Q2: 2,456 shares 2,456 $638K 0.19% +15 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,251 shares; 2025Q4: 20,311 shares; 2026Q1: 20,366 shares; 2026Q2: 20,226 shares 20,226 $632K 0.19% -140 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: not loaded; 2024Q4: 639 shares; 2025Q1: 646 shares; 2025Q2: 676 shares; 2025Q3: 677 shares; 2025Q4: 679 shares; 2026Q1: 688 shares; 2026Q2: 749 shares 749 $632K 0.19% +61 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 732 shares; 2025Q4: 735 shares; 2026Q1: 1,251 shares; 2026Q2: 1,686 shares 1,686 $621K 0.19% +435 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,774 shares; 2025Q1: 14,077 shares; 2025Q2: 9,192 shares; 2025Q3: 8,965 shares; 2025Q4: 8,964 shares; 2026Q1: 10,383 shares; 2026Q2: 12,288 shares 12,288 $614K 0.19% +1,905 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,000 shares; 2026Q1: 63,000 shares; 2026Q2: 63,000 shares 63,000 $611K 0.18% 0 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 loaded; 2024Q4: 2,004 shares; 2025Q1: 2,027 shares; 2025Q2: 1,826 shares; 2025Q3: 1,550 shares; 2025Q4: 1,560 shares; 2026Q1: 1,557 shares; 2026Q2: 1,517 shares 1,517 $595K 0.18% -40 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,035 shares; 2025Q1: 4,496 shares; 2025Q2: 4,621 shares; 2025Q3: 5,096 shares; 2025Q4: 4,938 shares; 2026Q1: 4,018 shares; 2026Q2: 2,365 shares 2,365 $592K 0.18% -1,653 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,264 shares; 2026Q1: 16,559 shares; 2026Q2: 16,310 shares 16,310 $586K 0.18% -249 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,820 shares; 2025Q4: 1,910 shares; 2026Q1: 1,925 shares; 2026Q2: 1,798 shares 1,798 $582K 0.18% -127 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 767 shares; 2025Q1: 765 shares; 2025Q2: 767 shares; 2025Q3: 754 shares; 2025Q4: 760 shares; 2026Q1: 1,215 shares; 2026Q2: 1,450 shares 1,450 $579K 0.17% +235 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 406 shares; 2025Q1: 433 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 531 shares; 2026Q1: 533 shares; 2026Q2: 497 shares 497 $571K 0.17% -36 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,605 shares; 2025Q4: 7,093 shares; 2026Q1: 6,992 shares; 2026Q2: 6,560 shares 6,560 $562K 0.17% -432 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,000 shares; 2026Q1: 48,000 shares; 2026Q2: 48,000 shares 48,000 $561K 0.17% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,795 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,258 shares; 2026Q1: 1,263 shares; 2026Q2: 1,266 shares 1,266 $554K 0.17% +3 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,439 shares; 2025Q1: 5,514 shares; 2025Q2: 5,342 shares; 2025Q3: 4,359 shares; 2025Q4: 4,302 shares; 2026Q1: 4,306 shares; 2026Q2: 3,668 shares 3,668 $553K 0.17% -638 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,368 shares; 2025Q1: 853 shares; 2025Q2: 1,067 shares; 2025Q3: 1,301 shares; 2025Q4: 1,788 shares; 2026Q1: 1,437 shares; 2026Q2: 1,332 shares 1,332 $552K 0.17% -105 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,831 shares; 2025Q1: 1,904 shares; 2025Q2: 1,943 shares; 2025Q3: 1,940 shares; 2025Q4: 2,072 shares; 2026Q1: 2,013 shares; 2026Q2: 2,001 shares 2,001 $542K 0.16% -12 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: not loaded; 2024Q4: 3,071 shares; 2025Q1: not reported; 2025Q2: 2,084 shares; 2025Q3: 2,774 shares; 2025Q4: 2,851 shares; 2026Q1: 4,580 shares; 2026Q2: 5,006 shares 5,006 $518K 0.16% +426 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,765 shares; 2026Q1: 20,770 shares; 2026Q2: 20,780 shares 20,780 $512K 0.15% +10 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: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $502K 0.15% 0 Timeline VBK 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,295 shares; 2025Q4: 1,311 shares; 2026Q1: 13,152 shares; 2026Q2: 1,387 shares 1,387 $501K 0.15% -11,765 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,722 shares; 2026Q1: 2,035 shares; 2026Q2: 2,411 shares 2,411 $500K 0.15% +376 Timeline VCR 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 loaded; 2024Q4: 3,549 shares; 2025Q1: 2,218 shares; 2025Q2: 2,072 shares; 2025Q3: 1,495 shares; 2025Q4: 1,495 shares; 2026Q1: 1,351 shares; 2026Q2: 1,244 shares 1,244 $499K 0.15% -107 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares; 2026Q2: 1,194 shares 1,194 $496K 0.15% +348 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 1,078 shares; 2025Q4: 1,087 shares; 2026Q1: 1,282 shares; 2026Q2: 1,272 shares 1,272 $495K 0.15% -10 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 loaded; 2024Q4: 490 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 469 shares 469 $485K 0.15% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,280 shares; 2025Q1: 8,146 shares; 2025Q2: 6,906 shares; 2025Q3: 4,784 shares; 2025Q4: 4,788 shares; 2026Q1: 4,249 shares; 2026Q2: 4,254 shares 4,254 $481K 0.14% +5 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: not loaded; 2024Q4: 3,293 shares; 2025Q1: 3,392 shares; 2025Q2: 3,342 shares; 2025Q3: 3,345 shares; 2025Q4: 3,352 shares; 2026Q1: 3,387 shares; 2026Q2: 3,539 shares 3,539 $480K 0.14% +152 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,145 shares; 2026Q1: 29,145 shares; 2026Q2: 29,145 shares 29,145 $478K 0.14% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,113 shares; 2025Q1: 2,113 shares; 2025Q2: 2,113 shares; 2025Q3: 2,113 shares; 2025Q4: 2,113 shares; 2026Q1: 2,113 shares; 2026Q2: 2,113 shares 2,113 $476K 0.14% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,411 shares; 2025Q1: 3,636 shares; 2025Q2: 3,387 shares; 2025Q3: 3,097 shares; 2025Q4: 3,111 shares; 2026Q1: 3,084 shares; 2026Q2: 3,055 shares 3,055 $476K 0.14% -29 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,066 shares; 2025Q1: 9,065 shares; 2025Q2: 9,065 shares; 2025Q3: 9,066 shares; 2025Q4: 9,066 shares; 2026Q1: 9,066 shares; 2026Q2: 9,066 shares 9,066 $473K 0.14% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $473K 0.14% 0 Timeline VBR 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 loaded; 2024Q4: not reported; 2025Q1: 1,547 shares; 2025Q2: 1,728 shares; 2025Q3: 2,024 shares; 2025Q4: 1,742 shares; 2026Q1: 1,898 shares; 2026Q2: 1,879 shares 1,879 $469K 0.14% -19 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: not loaded; 2024Q4: 7,960 shares; 2025Q1: 9,127 shares; 2025Q2: 7,786 shares; 2025Q3: 7,500 shares; 2025Q4: 5,900 shares; 2026Q1: 5,481 shares; 2026Q2: 3,387 shares 3,387 $469K 0.14% -2,094 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,674 shares; 2025Q1: 31,674 shares; 2025Q2: 31,674 shares; 2025Q3: 31,674 shares; 2025Q4: 31,674 shares; 2026Q1: 31,674 shares; 2026Q2: 31,674 shares 31,674 $464K 0.14% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,988 shares 1,988 $457K 0.14% new Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,935 shares; 2026Q2: 6,333 shares 6,333 $453K 0.14% +398 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,269 shares; 2025Q1: 6,449 shares; 2025Q2: 6,303 shares; 2025Q3: 6,158 shares; 2025Q4: 5,713 shares; 2026Q1: 2,833 shares; 2026Q2: 1,105 shares 1,105 $452K 0.14% -1,728 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,723 shares; 2026Q1: 1,743 shares; 2026Q2: 1,745 shares 1,745 $444K 0.13% +2 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,069 shares 2,069 $440K 0.13% new 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 loaded; 2024Q4: 2,912 shares; 2025Q1: 2,492 shares; 2025Q2: 2,100 shares; 2025Q3: 1,606 shares; 2025Q4: 1,377 shares; 2026Q1: 1,403 shares; 2026Q2: 1,554 shares 1,554 $437K 0.13% +151 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,856 shares; 2026Q1: 2,851 shares; 2026Q2: 2,853 shares 2,853 $434K 0.13% +2 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 loaded; 2024Q4: 956 shares; 2025Q1: 924 shares; 2025Q2: 913 shares; 2025Q3: 835 shares; 2025Q4: 847 shares; 2026Q1: 1,001 shares; 2026Q2: 1,069 shares 1,069 $429K 0.13% +68 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,521 shares 4,521 $417K 0.13% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,040 shares; 2026Q2: 2,910 shares 2,910 $417K 0.13% +870 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: not loaded; 2024Q4: 1,843 shares; 2025Q1: 1,887 shares; 2025Q2: 1,855 shares; 2025Q3: 1,850 shares; 2025Q4: 1,851 shares; 2026Q1: 1,865 shares; 2026Q2: 1,838 shares 1,838 $412K 0.12% -27 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,016 shares; 2026Q1: 997 shares; 2026Q2: 1,002 shares 1,002 $412K 0.12% +5 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,210 shares; 2025Q3: 2,170 shares; 2025Q4: 3,330 shares; 2026Q1: 4,567 shares; 2026Q2: 5,137 shares 5,137 $403K 0.12% +570 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,623 shares; 2026Q1: 5,623 shares; 2026Q2: 5,623 shares 5,623 $393K 0.12% 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 loaded; 2024Q4: not reported; 2025Q1: 637 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 638 shares; 2026Q1: 642 shares; 2026Q2: 553 shares 553 $392K 0.12% -89 Timeline VOT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 934 shares; 2025Q3: 1,183 shares; 2025Q4: 1,096 shares; 2026Q1: 1,294 shares; 2026Q2: 1,271 shares 1,271 $390K 0.12% -23 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,226 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,041 shares; 2026Q2: 1,526 shares 1,526 $384K 0.12% +485 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,811 shares 1,811 $384K 0.12% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,639 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,624 shares; 2026Q2: 1,496 shares 1,496 $369K 0.11% -1,128 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,586 shares; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 1,357 shares; 2026Q1: 1,377 shares; 2026Q2: 1,629 shares 1,629 $365K 0.11% +252 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: not loaded; 2024Q4: 681 shares; 2025Q1: 720 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 729 shares; 2026Q1: 961 shares; 2026Q2: 1,047 shares 1,047 $365K 0.11% +86 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 287 shares; 2026Q2: 352 shares 352 $357K 0.11% +65 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: not loaded; 2024Q4: 548 shares; 2025Q1: 565 shares; 2025Q2: 564 shares; 2025Q3: 563 shares; 2025Q4: 558 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $355K 0.11% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,637 shares; 2026Q2: 3,269 shares 3,269 $355K 0.11% +632 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $352K 0.11% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,011 shares 1,011 $351K 0.11% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,996 shares; 2025Q2: 1,945 shares; 2025Q3: 2,332 shares; 2025Q4: 2,024 shares; 2026Q1: 2,130 shares; 2026Q2: 2,037 shares 2,037 $349K 0.11% -93 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,616 shares; 2026Q2: 1,616 shares 1,616 $341K 0.1% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,054 shares 2,054 $341K 0.1% new Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,883 shares; 2025Q4: 8,058 shares; 2026Q1: 9,578 shares; 2026Q2: 10,115 shares 10,115 $335K 0.1% +537 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,601 shares; 2026Q1: 5,626 shares; 2026Q2: 5,626 shares 5,626 $332K 0.1% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,513 shares 2,513 $330K 0.1% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,848 shares; 2025Q1: 3,900 shares; 2025Q2: 3,062 shares; 2025Q3: 3,063 shares; 2025Q4: 3,063 shares; 2026Q1: 3,074 shares; 2026Q2: 3,079 shares 3,079 $328K 0.1% +5 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,957 shares; 2025Q1: 14,992 shares; 2025Q2: 21,653 shares; 2025Q3: 21,880 shares; 2025Q4: 19,253 shares; 2026Q1: 13,063 shares; 2026Q2: 10,344 shares 10,344 $327K 0.1% -2,719 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,320 shares; 2025Q1: 4,967 shares; 2025Q2: 3,721 shares; 2025Q3: 3,721 shares; 2025Q4: 3,721 shares; 2026Q1: 2,980 shares; 2026Q2: 2,980 shares 2,980 $322K 0.1% 0 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: not loaded; 2024Q4: 3,201 shares; 2025Q1: 3,086 shares; 2025Q2: 3,053 shares; 2025Q3: 3,014 shares; 2025Q4: 2,282 shares; 2026Q1: 1,397 shares; 2026Q2: 780 shares 780 $320K 0.1% -617 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,659 shares 1,659 $317K 0.1% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,533 shares; 2026Q1: not reported; 2026Q2: 1,603 shares 1,603 $317K 0.1% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,430 shares; 2025Q1: 1,196 shares; 2025Q2: 1,111 shares; 2025Q3: 1,022 shares; 2025Q4: 1,025 shares; 2026Q1: 1,023 shares; 2026Q2: 1,019 shares 1,019 $316K 0.1% -4 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,599 shares; 2026Q1: 12,599 shares; 2026Q2: 12,599 shares 12,599 $308K 0.09% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 374 shares; 2026Q1: 374 shares; 2026Q2: 375 shares 375 $306K 0.09% +1 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 372 shares 372 $305K 0.09% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 973 shares 973 $303K 0.09% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,044 shares; 2025Q4: 5,361 shares; 2026Q1: 6,468 shares; 2026Q2: 5,179 shares 5,179 $298K 0.09% -1,289 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,504 shares; 2026Q2: 3,377 shares 3,377 $297K 0.09% +873 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,422 shares; 2025Q1: 2,422 shares; 2025Q2: 2,209 shares; 2025Q3: 2,209 shares; 2025Q4: 2,044 shares; 2026Q1: 2,044 shares; 2026Q2: 2,044 shares 2,044 $288K 0.09% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,165 shares; 2026Q1: 1,063 shares; 2026Q2: 1,048 shares 1,048 $286K 0.09% -15 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,733 shares; 2025Q3: 2,903 shares; 2025Q4: not reported; 2026Q1: 3,406 shares; 2026Q2: 3,449 shares 3,449 $280K 0.08% +43 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,323 shares; 2026Q2: 17,139 shares 17,139 $279K 0.08% +6,816 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,716 shares; 2025Q4: 2,793 shares; 2026Q1: 2,413 shares; 2026Q2: 1,862 shares 1,862 $278K 0.08% -551 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,151 shares; 2026Q2: 5,376 shares 5,376 $268K 0.08% +225 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,130 shares 4,130 $266K 0.08% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,602 shares; 2025Q3: not reported; 2025Q4: 7,340 shares; 2026Q1: 8,748 shares; 2026Q2: 8,661 shares 8,661 $265K 0.08% -87 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,652 shares 3,652 $263K 0.08% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $262K 0.08% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,706 shares; 2025Q3: 2,970 shares; 2025Q4: 2,288 shares; 2026Q1: 2,623 shares; 2026Q2: 2,705 shares 2,705 $252K 0.08% +82 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: not loaded; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $249K 0.07% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,104 shares 2,104 $248K 0.07% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,696 shares; 2025Q3: 2,735 shares; 2025Q4: 2,728 shares; 2026Q1: 3,337 shares; 2026Q2: 3,377 shares 3,377 $242K 0.07% +40 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 676 shares 676 $241K 0.07% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,899 shares; 2025Q4: not reported; 2026Q1: 2,915 shares; 2026Q2: 2,996 shares 2,996 $238K 0.07% +81 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,937 shares; 2026Q2: 7,963 shares 7,963 $238K 0.07% +26 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,498 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,134 shares 1,134 $238K 0.07% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,982 shares; 2025Q1: 4,112 shares; 2025Q2: 4,112 shares; 2025Q3: 4,113 shares; 2025Q4: 4,083 shares; 2026Q1: 4,134 shares; 2026Q2: 4,095 shares 4,095 $230K 0.07% -39 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,514 shares 3,514 $229K 0.07% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,144 shares; 2026Q1: 1,147 shares; 2026Q2: 785 shares 785 $223K 0.07% -362 Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,057 shares 7,057 $219K 0.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,710 shares 4,710 $215K 0.06% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,374 shares 2,374 $215K 0.06% new 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: not loaded; 2024Q4: 1,219 shares; 2025Q1: 1,286 shares; 2025Q2: 1,015 shares; 2025Q3: 915 shares; 2025Q4: not reported; 2026Q1: 892 shares; 2026Q2: 808 shares 808 $214K 0.06% -84 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,756 shares 1,756 $213K 0.06% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,421 shares 3,421 $211K 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 333 shares 333 $211K 0.06% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares 475 $209K 0.06% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 746 shares 746 $208K 0.06% new Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,734 shares 5,734 $208K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,269 shares 1,269 $206K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 114 shares 114 $205K 0.06% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,489 shares; 2025Q1: 25,301 shares; 2025Q2: 24,310 shares; 2025Q3: 25,603 shares; 2025Q4: 9,120 shares; 2026Q1: 8,368 shares; 2026Q2: 7,908 shares 7,908 $203K 0.06% -460 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $201K 0.06% 0 Timeline