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: 27,795 shares; 2025Q1: 27,362 shares; 2025Q2: 28,553 shares; 2025Q3: 28,398 shares; 2025Q4: 28,803 shares; 2026Q1: 29,932 shares; 2026Q2: 31,119 shares 31,119 $9M 5.75% +1,187 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: not loaded; 2024Q4: 30,773 shares; 2025Q1: 31,573 shares; 2025Q2: 32,222 shares; 2025Q3: 32,053 shares; 2025Q4: 31,510 shares; 2026Q1: 32,195 shares; 2026Q2: 32,624 shares 32,624 $6.53M 4.17% +429 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: 12,304 shares; 2025Q1: 12,504 shares; 2025Q2: 12,979 shares; 2025Q3: 17,659 shares; 2025Q4: 17,868 shares; 2026Q1: 18,444 shares; 2026Q2: 19,839 shares 19,839 $4.73M 3.02% +1,395 Timeline GJUN 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: not loaded; 2024Q4: 27,050 shares; 2025Q1: 26,769 shares; 2025Q2: 157,253 shares; 2025Q3: 102,631 shares; 2025Q4: 105,166 shares; 2026Q1: 108,329 shares; 2026Q2: 108,930 shares 108,930 $4.49M 2.86% +601 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: 10,331 shares; 2025Q1: 10,471 shares; 2025Q2: 10,454 shares; 2025Q3: 10,757 shares; 2025Q4: 10,894 shares; 2026Q1: 11,228 shares; 2026Q2: 11,753 shares 11,753 $4.38M 2.8% +525 Timeline FJUN 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,083 shares; 2025Q3: 65,756 shares; 2025Q4: 67,532 shares; 2026Q1: 68,317 shares; 2026Q2: 68,796 shares 68,796 $4.12M 2.63% +479 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: 8,364 shares; 2025Q1: 7,900 shares; 2025Q2: 7,731 shares; 2025Q3: 7,690 shares; 2025Q4: 7,933 shares; 2026Q1: 8,088 shares; 2026Q2: 8,339 shares 8,339 $2.98M 1.9% +251 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: 6,869 shares; 2025Q1: 7,147 shares; 2025Q2: 7,461 shares; 2025Q3: 7,448 shares; 2025Q4: 7,671 shares; 2026Q1: 7,604 shares; 2026Q2: 7,831 shares 7,831 $2.96M 1.89% +227 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: 20,281 shares; 2025Q1: 20,244 shares; 2025Q2: 21,773 shares; 2025Q3: 22,034 shares; 2025Q4: 21,910 shares; 2026Q1: 22,276 shares; 2026Q2: 20,919 shares 20,919 $2.93M 1.87% -1,357 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: 6,222 shares; 2025Q1: 5,800 shares; 2025Q2: not reported; 2025Q3: 3,353 shares; 2025Q4: 3,323 shares; 2026Q1: 3,226 shares; 2026Q2: 2,478 shares 2,478 $2.86M 1.83% -748 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,357 shares; 2025Q1: 30,619 shares; 2025Q2: 32,057 shares; 2025Q3: 31,537 shares; 2025Q4: 31,725 shares; 2026Q1: 32,702 shares; 2026Q2: 31,856 shares 31,856 $2.63M 1.68% -846 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: 2,504 shares; 2025Q1: 2,396 shares; 2025Q2: not reported; 2025Q3: 2,301 shares; 2025Q4: 2,318 shares; 2026Q1: 2,311 shares; 2026Q2: 3,359 shares 3,359 $2.52M 1.61% +1,048 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: 1,951 shares; 2025Q1: 2,111 shares; 2025Q2: 2,279 shares; 2025Q3: 2,673 shares; 2025Q4: 2,674 shares; 2026Q1: 2,880 shares; 2026Q2: 3,894 shares 3,894 $2.19M 1.4% +1,014 Timeline QMMY 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191,316 shares; 2025Q3: 73,249 shares; 2025Q4: 76,051 shares; 2026Q1: 78,138 shares; 2026Q2: 78,856 shares 78,856 $2.09M 1.33% +718 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: 8,521 shares; 2025Q1: 8,745 shares; 2025Q2: 8,886 shares; 2025Q3: 8,984 shares; 2025Q4: 9,203 shares; 2026Q1: 9,710 shares; 2026Q2: 8,141 shares 8,141 $2.08M 1.33% -1,569 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,278 shares; 2025Q1: 15,982 shares; 2025Q2: 17,537 shares; 2025Q3: 17,881 shares; 2025Q4: 17,790 shares; 2026Q1: 18,231 shares; 2026Q2: 19,525 shares 19,525 $2.02M 1.29% +1,294 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: 2,447 shares; 2025Q1: 3,308 shares; 2025Q2: 4,767 shares; 2025Q3: 4,867 shares; 2025Q4: 4,945 shares; 2026Q1: 4,265 shares; 2026Q2: 4,183 shares 4,183 $2M 1.27% -82 Timeline GJUL 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: not loaded; 2024Q4: 41,174 shares; 2025Q1: 40,950 shares; 2025Q2: 42,235 shares; 2025Q3: 42,270 shares; 2025Q4: 43,032 shares; 2026Q1: 43,246 shares; 2026Q2: 43,372 shares 43,372 $1.89M 1.2% +126 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,791 shares; 2025Q1: 20,775 shares; 2025Q2: not reported; 2025Q3: 26,552 shares; 2025Q4: 26,819 shares; 2026Q1: 26,984 shares; 2026Q2: 26,192 shares 26,192 $1.78M 1.14% -792 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: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 1,320 shares; 2026Q2: 1,638 shares 1,638 $1.74M 1.11% +318 Timeline IVE 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: 3,227 shares; 2025Q1: 3,483 shares; 2025Q2: 1,218 shares; 2025Q3: 7,135 shares; 2025Q4: 7,109 shares; 2026Q1: 6,855 shares; 2026Q2: 7,555 shares 7,555 $1.72M 1.09% +700 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: 4,233 shares; 2025Q4: 4,092 shares; 2026Q1: 4,359 shares; 2026Q2: 4,777 shares 4,777 $1.69M 1.08% +418 Timeline YSEP 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,688 shares; 2025Q3: 54,532 shares; 2025Q4: 55,590 shares; 2026Q1: 56,587 shares; 2026Q2: 57,562 shares 57,562 $1.59M 1.01% +975 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: 13,173 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,650 shares; 2025Q4: 13,678 shares; 2026Q1: not reported; 2026Q2: 10,699 shares 10,699 $1.47M 0.94% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,343 shares; 2025Q1: 17,427 shares; 2025Q2: 9,962 shares; 2025Q3: 16,573 shares; 2025Q4: 16,999 shares; 2026Q1: 18,173 shares; 2026Q2: 18,467 shares 18,467 $1.4M 0.89% +294 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,878 shares; 2025Q1: 17,751 shares; 2025Q2: 17,067 shares; 2025Q3: 13,648 shares; 2025Q4: 13,985 shares; 2026Q1: 14,081 shares; 2026Q2: 22,659 shares 22,659 $1.4M 0.89% +8,578 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,453 shares; 2025Q1: 8,389 shares; 2025Q2: 8,337 shares; 2025Q3: 7,709 shares; 2025Q4: 7,843 shares; 2026Q1: 6,218 shares; 2026Q2: 5,831 shares 5,831 $1.39M 0.88% -387 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,250 shares; 2026Q2: 2,115 shares 2,115 $1.35M 0.86% -135 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,759 shares 1,759 $1.27M 0.81% new 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: 3,918 shares; 2025Q1: 3,894 shares; 2025Q2: 3,957 shares; 2025Q3: 3,957 shares; 2025Q4: 3,948 shares; 2026Q1: 3,843 shares; 2026Q2: 3,857 shares 3,857 $1.26M 0.81% +14 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: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,353 shares; 2025Q3: 1,365 shares; 2025Q4: 1,293 shares; 2026Q1: 2,402 shares; 2026Q2: 3,495 shares 3,495 $1.23M 0.79% +1,093 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,438 shares; 2025Q1: 4,619 shares; 2025Q2: 4,736 shares; 2025Q3: 4,207 shares; 2025Q4: 4,290 shares; 2026Q1: 3,905 shares; 2026Q2: 4,231 shares 4,231 $1.23M 0.78% +326 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: 1,809 shares; 2025Q1: 1,800 shares; 2025Q2: 1,802 shares; 2025Q3: 1,804 shares; 2025Q4: 1,805 shares; 2026Q1: 1,688 shares; 2026Q2: 4,520 shares 4,520 $1.15M 0.73% +2,832 Timeline WCC WESCO INTL INC More: the full row for WESCO 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: 1,250 shares; 2025Q4: 1,262 shares; 2026Q1: 3,296 shares; 2026Q2: 3,257 shares 3,257 $1.13M 0.72% -39 Timeline QJUN 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: not loaded; 2024Q4: 27,936 shares; 2025Q1: 28,516 shares; 2025Q2: 30,217 shares; 2025Q3: 29,914 shares; 2025Q4: 31,649 shares; 2026Q1: 32,157 shares; 2026Q2: 32,581 shares 32,581 $1.1M 0.7% +424 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: 3,985 shares; 2025Q1: 4,689 shares; 2025Q2: 9,902 shares; 2025Q3: 15,880 shares; 2025Q4: 17,916 shares; 2026Q1: 18,098 shares; 2026Q2: 13,164 shares 13,164 $1.09M 0.7% -4,934 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,243 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,120 shares 51,120 $1.09M 0.7% new 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: 3,370 shares; 2025Q1: 2,814 shares; 2025Q2: 2,871 shares; 2025Q3: 2,919 shares; 2025Q4: 2,970 shares; 2026Q1: 2,941 shares; 2026Q2: 2,913 shares 2,913 $1.09M 0.69% -28 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 597 shares; 2025Q1: 607 shares; 2025Q2: 127 shares; 2025Q3: 541 shares; 2025Q4: 537 shares; 2026Q1: 548 shares; 2026Q2: 520 shares 520 $1.08M 0.69% -28 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,649 shares; 2026Q2: 3,609 shares 3,609 $1.08M 0.69% -40 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,756 shares; 2025Q1: 12,079 shares; 2025Q2: 12,124 shares; 2025Q3: 12,085 shares; 2025Q4: 12,040 shares; 2026Q1: 11,063 shares; 2026Q2: 11,132 shares 11,132 $1.06M 0.68% +69 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: not reported; 2025Q1: 11,423 shares; 2025Q2: not reported; 2025Q3: 23,058 shares; 2025Q4: 22,917 shares; 2026Q1: 29,132 shares; 2026Q2: 23,290 shares 23,290 $1.05M 0.67% -5,842 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: 2,591 shares; 2025Q1: 2,468 shares; 2025Q2: 2,552 shares; 2025Q3: 2,521 shares; 2025Q4: 2,539 shares; 2026Q1: 2,578 shares; 2026Q2: 2,099 shares 2,099 $1.05M 0.67% -479 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: not loaded; 2024Q4: 4,709 shares; 2025Q1: 5,327 shares; 2025Q2: 5,277 shares; 2025Q3: 5,389 shares; 2025Q4: 5,712 shares; 2026Q1: 8,698 shares; 2026Q2: 8,507 shares 8,507 $1.05M 0.67% -191 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: 1,280 shares; 2025Q1: 1,263 shares; 2025Q2: 1,022 shares; 2025Q3: 1,023 shares; 2025Q4: 1,007 shares; 2026Q1: 835 shares; 2026Q2: 868 shares 868 $1.04M 0.66% +33 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: 14,233 shares; 2025Q1: 14,746 shares; 2025Q2: 14,508 shares; 2025Q3: 14,391 shares; 2025Q4: 14,605 shares; 2026Q1: 11,558 shares; 2026Q2: 8,621 shares 8,621 $1.01M 0.65% -2,937 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,523 shares; 2026Q2: 7,156 shares 7,156 $920K 0.59% +1,633 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,306 shares; 2025Q4: not reported; 2026Q1: 3,256 shares; 2026Q2: 5,488 shares 5,488 $910K 0.58% +2,232 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: 1,663 shares; 2026Q2: 2,067 shares 2,067 $896K 0.57% +404 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,979 shares; 2026Q2: 3,391 shares 3,391 $883K 0.56% +412 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF 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: 19,388 shares; 2025Q4: 19,440 shares; 2026Q1: 19,285 shares; 2026Q2: 16,337 shares 16,337 $861K 0.55% -2,948 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,489 shares; 2025Q1: 10,439 shares; 2025Q2: 10,418 shares; 2025Q3: 10,392 shares; 2025Q4: 10,782 shares; 2026Q1: 17,973 shares; 2026Q2: 16,225 shares 16,225 $849K 0.54% -1,748 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 2,876 shares; 2026Q2: 3,309 shares 3,309 $842K 0.54% +433 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,093 shares; 2025Q2: 5,547 shares; 2025Q3: 5,384 shares; 2025Q4: 5,680 shares; 2026Q1: 7,461 shares; 2026Q2: 7,106 shares 7,106 $818K 0.52% -355 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF 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: 12,380 shares; 2025Q4: 12,857 shares; 2026Q1: 14,577 shares; 2026Q2: 23,890 shares 23,890 $808K 0.52% +9,313 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,367 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,712 shares; 2025Q4: 1,718 shares; 2026Q1: 1,719 shares; 2026Q2: 2,311 shares 2,311 $792K 0.51% +592 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,201 shares; 2025Q1: 10,883 shares; 2025Q2: 9,080 shares; 2025Q3: 10,229 shares; 2025Q4: 10,455 shares; 2026Q1: 10,642 shares; 2026Q2: 10,067 shares 10,067 $788K 0.5% -575 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: 7,429 shares; 2025Q1: 6,930 shares; 2025Q2: 5,668 shares; 2025Q3: 5,362 shares; 2025Q4: 5,449 shares; 2026Q1: 4,333 shares; 2026Q2: 4,108 shares 4,108 $779K 0.5% -225 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,258 shares; 2025Q2: not reported; 2025Q3: 2,326 shares; 2025Q4: 2,498 shares; 2026Q1: 3,628 shares; 2026Q2: 6,934 shares 6,934 $775K 0.49% +3,306 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: not reported; 2025Q1: 4,381 shares; 2025Q2: not reported; 2025Q3: 2,611 shares; 2025Q4: 2,054 shares; 2026Q1: 5,101 shares; 2026Q2: 8,050 shares 8,050 $775K 0.49% +2,949 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: 865 shares; 2025Q1: 865 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 815 shares; 2026Q2: 815 shares 815 $762K 0.49% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,972 shares; 2025Q1: 9,956 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,028 shares 6,028 $750K 0.48% new Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 14,134 shares 14,134 $734K 0.47% new 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: not reported; 2025Q1: not reported; 2025Q2: 7,015 shares; 2025Q3: 12,917 shares; 2025Q4: 12,886 shares; 2026Q1: 15,677 shares; 2026Q2: 15,411 shares 15,411 $732K 0.47% -266 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: 1,058 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,715 shares 1,715 $713K 0.45% new Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF 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: not reported; 2026Q2: 13,962 shares 13,962 $703K 0.45% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,450 shares; 2025Q1: 7,982 shares; 2025Q2: not reported; 2025Q3: 12,100 shares; 2025Q4: 9,931 shares; 2026Q1: 14,984 shares; 2026Q2: 21,213 shares 21,213 $694K 0.44% +6,229 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,251 shares; 2025Q1: 1,048 shares; 2025Q2: 907 shares; 2025Q3: 841 shares; 2025Q4: 847 shares; 2026Q1: 1,250 shares; 2026Q2: 917 shares 917 $693K 0.44% -333 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,890 shares; 2025Q1: 1,579 shares; 2025Q2: 1,575 shares; 2025Q3: 1,822 shares; 2025Q4: 3,618 shares; 2026Q1: 3,092 shares; 2026Q2: 3,629 shares 3,629 $691K 0.44% +537 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,567 shares; 2025Q2: not reported; 2025Q3: 4,283 shares; 2025Q4: 3,366 shares; 2026Q1: 5,535 shares; 2026Q2: 5,674 shares 5,674 $688K 0.44% +139 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,701 shares; 2026Q2: 2,001 shares 2,001 $682K 0.44% +300 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 3,909 shares; 2026Q2: 4,470 shares 4,470 $681K 0.43% +561 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: 2,468 shares; 2025Q1: 2,468 shares; 2025Q2: 2,469 shares; 2025Q3: 2,592 shares; 2025Q4: 2,501 shares; 2026Q1: 2,589 shares; 2026Q2: 4,617 shares 4,617 $677K 0.43% +2,028 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF 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: not reported; 2026Q2: 18,420 shares 18,420 $674K 0.43% new Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF 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: not reported; 2026Q2: 20,797 shares 20,797 $661K 0.42% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,578 shares 9,578 $654K 0.42% 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: not loaded; 2024Q4: 4,478 shares; 2025Q1: 4,480 shares; 2025Q2: 4,800 shares; 2025Q3: 4,874 shares; 2025Q4: 4,874 shares; 2026Q1: 5,583 shares; 2026Q2: 5,675 shares 5,675 $643K 0.41% +92 Timeline IUSB 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: 46,416 shares; 2025Q1: 46,007 shares; 2025Q2: 42,424 shares; 2025Q3: 15,742 shares; 2025Q4: 15,561 shares; 2026Q1: 15,091 shares; 2026Q2: 13,753 shares 13,753 $635K 0.4% -1,338 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,140 shares; 2025Q1: 22,988 shares; 2025Q2: 21,836 shares; 2025Q3: 22,148 shares; 2025Q4: 22,236 shares; 2026Q1: 19,784 shares; 2026Q2: 20,015 shares 20,015 $635K 0.4% +231 Timeline ILCG 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: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $632K 0.4% 0 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: 7,176 shares; 2025Q1: 7,176 shares; 2025Q2: 7,176 shares; 2025Q3: 7,176 shares; 2025Q4: 7,176 shares; 2026Q1: 7,176 shares; 2026Q2: 7,176 shares 7,176 $630K 0.4% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 870 shares 870 $626K 0.4% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,514 shares; 2025Q1: 1,550 shares; 2025Q2: 1,365 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,503 shares; 2026Q2: 1,602 shares 1,602 $620K 0.4% +99 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 3,233 shares; 2025Q4: 3,296 shares; 2026Q1: 3,468 shares; 2026Q2: 7,094 shares 7,094 $613K 0.39% +3,626 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS 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: 8,337 shares 8,337 $605K 0.39% new Timeline TLH 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: 4,530 shares; 2025Q3: 6,396 shares; 2025Q4: 6,391 shares; 2026Q1: 6,423 shares; 2026Q2: 5,990 shares 5,990 $601K 0.38% -433 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,496 shares; 2025Q3: 9,082 shares; 2025Q4: 9,764 shares; 2026Q1: 11,008 shares; 2026Q2: 11,188 shares 11,188 $590K 0.38% +180 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,362 shares; 2025Q1: 7,386 shares; 2025Q2: 5,689 shares; 2025Q3: 6,794 shares; 2025Q4: 6,900 shares; 2026Q1: 6,919 shares; 2026Q2: 7,119 shares 7,119 $588K 0.38% +200 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,310 shares; 2026Q2: 3,057 shares 3,057 $580K 0.37% -253 Timeline OEF 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: 1,686 shares; 2025Q1: 1,888 shares; 2025Q2: 3,285 shares; 2025Q3: 5,258 shares; 2025Q4: 5,257 shares; 2026Q1: 5,169 shares; 2026Q2: 1,525 shares 1,525 $558K 0.36% -3,644 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,423 shares 10,423 $554K 0.35% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,091 shares; 2025Q1: 19,035 shares; 2025Q2: 11,694 shares; 2025Q3: 19,062 shares; 2025Q4: 19,078 shares; 2026Q1: 18,251 shares; 2026Q2: 7,081 shares 7,081 $542K 0.35% -11,170 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,993 shares; 2025Q3: 15,731 shares; 2025Q4: 15,861 shares; 2026Q1: 16,037 shares; 2026Q2: 12,503 shares 12,503 $539K 0.34% -3,534 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: 2,482 shares; 2025Q1: 2,484 shares; 2025Q2: 2,485 shares; 2025Q3: 2,487 shares; 2025Q4: 2,778 shares; 2026Q1: 3,757 shares; 2026Q2: 3,930 shares 3,930 $532K 0.34% +173 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,996 shares; 2025Q1: 13,321 shares; 2025Q2: 13,835 shares; 2025Q3: 14,765 shares; 2025Q4: 15,173 shares; 2026Q1: 11,868 shares; 2026Q2: 6,651 shares 6,651 $516K 0.33% -5,217 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: 1,862 shares; 2025Q1: 1,863 shares; 2025Q2: 1,923 shares; 2025Q3: 1,898 shares; 2025Q4: 1,899 shares; 2026Q1: 1,778 shares; 2026Q2: 3,497 shares 3,497 $513K 0.33% +1,719 Timeline IGEB 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: 7,411 shares; 2025Q4: 7,745 shares; 2026Q1: 8,691 shares; 2026Q2: 11,190 shares 11,190 $505K 0.32% +2,499 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: 4,751 shares; 2025Q1: 4,810 shares; 2025Q2: 4,737 shares; 2025Q3: 4,253 shares; 2025Q4: 4,269 shares; 2026Q1: 3,208 shares; 2026Q2: 1,439 shares 1,439 $494K 0.32% -1,769 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 4,077 shares 4,077 $490K 0.31% new 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: 1,077 shares; 2025Q1: 1,074 shares; 2025Q2: 1,103 shares; 2025Q3: 1,089 shares; 2025Q4: 11,278 shares; 2026Q1: 8,109 shares; 2026Q2: 6,719 shares 6,719 $480K 0.31% -1,390 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 948 shares; 2026Q1: 943 shares; 2026Q2: 938 shares 938 $478K 0.3% -5 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,008 shares; 2025Q1: 20,225 shares; 2025Q2: 7,066 shares; 2025Q3: 7,423 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,569 shares 7,569 $471K 0.3% +69 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,538 shares; 2025Q1: 13,071 shares; 2025Q2: 9,748 shares; 2025Q3: 6,997 shares; 2025Q4: 7,160 shares; 2026Q1: 7,040 shares; 2026Q2: 6,243 shares 6,243 $465K 0.3% -797 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,089 shares 1,089 $464K 0.3% new Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC 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: 13,543 shares; 2026Q2: 16,001 shares 16,001 $458K 0.29% +2,458 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,440 shares; 2025Q1: 6,397 shares; 2025Q2: 4,600 shares; 2025Q3: 2,936 shares; 2025Q4: 3,005 shares; 2026Q1: 3,077 shares; 2026Q2: 3,115 shares 3,115 $455K 0.29% +38 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,441 shares; 2025Q1: 2,776 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,357 shares; 2026Q2: 5,706 shares 5,706 $452K 0.29% +1,349 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 424 shares 424 $442K 0.28% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 830 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,854 shares; 2026Q2: 1,903 shares 1,903 $437K 0.28% +49 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,546 shares; 2026Q2: 1,611 shares 1,611 $433K 0.28% +65 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 2,605 shares 2,605 $422K 0.27% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,063 shares; 2025Q1: 5,054 shares; 2025Q2: 3,655 shares; 2025Q3: 3,665 shares; 2025Q4: 3,774 shares; 2026Q1: 5,110 shares; 2026Q2: 5,192 shares 5,192 $421K 0.27% +82 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: 16,949 shares; 2025Q1: 16,411 shares; 2025Q2: 16,088 shares; 2025Q3: 16,350 shares; 2025Q4: 15,649 shares; 2026Q1: 9,862 shares; 2026Q2: 9,912 shares 9,912 $420K 0.27% +50 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,115 shares; 2025Q1: 3,118 shares; 2025Q2: 3,065 shares; 2025Q3: 3,057 shares; 2025Q4: 2,961 shares; 2026Q1: 2,953 shares; 2026Q2: 2,952 shares 2,952 $418K 0.27% -1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,989 shares 2,989 $417K 0.27% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 796 shares; 2025Q1: 1,171 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,510 shares; 2026Q2: 1,403 shares 1,403 $411K 0.26% -107 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,961 shares; 2025Q1: 3,395 shares; 2025Q2: 3,393 shares; 2025Q3: 3,429 shares; 2025Q4: 3,499 shares; 2026Q1: 1,910 shares; 2026Q2: 2,996 shares 2,996 $410K 0.26% +1,086 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: 1,084 shares; 2025Q1: 1,345 shares; 2025Q2: not reported; 2025Q3: 1,437 shares; 2025Q4: 1,457 shares; 2026Q1: not reported; 2026Q2: 2,138 shares 2,138 $407K 0.26% new Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF 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: not reported; 2026Q2: 14,042 shares 14,042 $394K 0.25% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,156 shares; 2025Q1: 7,960 shares; 2025Q2: 8,128 shares; 2025Q3: 7,858 shares; 2025Q4: 8,045 shares; 2026Q1: 8,226 shares; 2026Q2: 8,251 shares 8,251 $389K 0.25% +25 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 977 shares; 2026Q1: 1,108 shares; 2026Q2: 736 shares 736 $379K 0.24% -372 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,574 shares 16,574 $378K 0.24% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,591 shares; 2025Q1: 14,721 shares; 2025Q2: 8,987 shares; 2025Q3: 9,470 shares; 2025Q4: 9,530 shares; 2026Q1: 7,573 shares; 2026Q2: 4,847 shares 4,847 $374K 0.24% -2,726 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL 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: 7,379 shares; 2026Q2: 9,719 shares 9,719 $370K 0.24% +2,340 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,595 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,866 shares; 2026Q2: 5,237 shares 5,237 $367K 0.23% +1,371 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 3,186 shares 3,186 $358K 0.23% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES 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: 8,440 shares; 2025Q4: 8,542 shares; 2026Q1: 10,414 shares; 2026Q2: 5,913 shares 5,913 $352K 0.22% -4,501 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 6,958 shares 6,958 $347K 0.22% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,520 shares 1,520 $345K 0.22% new 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: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares; 2026Q2: 1,006 shares 1,006 $340K 0.22% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,026 shares; 2025Q4: 830 shares; 2026Q1: 2,295 shares; 2026Q2: 1,669 shares 1,669 $335K 0.21% -626 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 1,335 shares; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $335K 0.21% new 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: 1,494 shares 1,494 $335K 0.21% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,494 shares 1,494 $330K 0.21% 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: 637 shares; 2025Q1: 578 shares; 2025Q2: 553 shares; 2025Q3: 466 shares; 2025Q4: 481 shares; 2026Q1: 264 shares; 2026Q2: 166 shares 166 $330K 0.21% -98 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: not loaded; 2024Q4: 2,537 shares; 2025Q1: 2,540 shares; 2025Q2: 2,465 shares; 2025Q3: 2,467 shares; 2025Q4: 2,469 shares; 2026Q1: 2,408 shares; 2026Q2: 2,409 shares 2,409 $329K 0.21% +1 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: 5,196 shares; 2025Q1: 4,872 shares; 2025Q2: 3,380 shares; 2025Q3: 3,324 shares; 2025Q4: 3,340 shares; 2026Q1: 3,358 shares; 2026Q2: 3,415 shares 3,415 $323K 0.21% +57 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,826 shares; 2025Q1: 14,886 shares; 2025Q2: 15,389 shares; 2025Q3: 14,936 shares; 2025Q4: 15,175 shares; 2026Q1: 14,136 shares; 2026Q2: 5,202 shares 5,202 $323K 0.21% -8,934 Timeline EUHY 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: not reported; 2026Q1: 5,766 shares; 2026Q2: 5,939 shares 5,939 $320K 0.2% +173 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,633 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,193 shares 4,193 $318K 0.2% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,804 shares; 2026Q1: 12,064 shares; 2026Q2: 12,421 shares 12,421 $317K 0.2% +357 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: 6,500 shares; 2025Q4: 6,415 shares; 2026Q1: 9,143 shares; 2026Q2: 9,419 shares 9,419 $316K 0.2% +276 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: 1,738 shares; 2025Q1: 1,738 shares; 2025Q2: 1,738 shares; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares; 2026Q1: 1,407 shares; 2026Q2: 1,407 shares 1,407 $315K 0.2% 0 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: 4,811 shares; 2025Q2: 4,569 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,013 shares; 2026Q2: 5,012 shares 5,012 $306K 0.2% -1,001 Timeline ESGU 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: 1,815 shares; 2025Q1: 1,819 shares; 2025Q2: 1,781 shares; 2025Q3: 1,859 shares; 2025Q4: 1,865 shares; 2026Q1: 1,869 shares; 2026Q2: 1,860 shares 1,860 $304K 0.19% -9 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,202 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 842 shares; 2026Q2: 954 shares 954 $299K 0.19% +112 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,361 shares; 2025Q1: 3,361 shares; 2025Q2: 3,363 shares; 2025Q3: 3,756 shares; 2025Q4: 3,710 shares; 2026Q1: 3,376 shares; 2026Q2: 3,645 shares 3,645 $296K 0.19% +269 Timeline HDV 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: not reported; 2026Q1: 2,085 shares; 2026Q2: 10,720 shares 10,720 $294K 0.19% +8,635 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 210 shares; 2025Q1: 212 shares; 2025Q2: 244 shares; 2025Q3: 216 shares; 2025Q4: 219 shares; 2026Q1: 239 shares; 2026Q2: 216 shares 216 $288K 0.18% -23 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $283K 0.18% 0 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF 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: 9,704 shares; 2025Q4: 9,916 shares; 2026Q1: 9,916 shares; 2026Q2: 9,916 shares 9,916 $275K 0.18% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,992 shares; 2025Q1: 11,096 shares; 2025Q2: 11,065 shares; 2025Q3: 20,219 shares; 2025Q4: 20,355 shares; 2026Q1: 11,046 shares; 2026Q2: 11,164 shares 11,164 $269K 0.17% +118 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,537 shares; 2025Q1: 1,539 shares; 2025Q2: 1,540 shares; 2025Q3: 1,542 shares; 2025Q4: 1,473 shares; 2026Q1: 1,475 shares; 2026Q2: 1,477 shares 1,477 $259K 0.17% +2 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: not reported; 2025Q1: 751 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 726 shares; 2026Q2: 726 shares 726 $257K 0.16% 0 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II 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: 5,079 shares 5,079 $255K 0.16% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares; 2026Q2: 2,850 shares 2,850 $250K 0.16% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares; 2026Q2: 1,976 shares 1,976 $245K 0.16% +1,482 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: 633 shares; 2025Q1: 479 shares; 2025Q2: not reported; 2025Q3: 479 shares; 2025Q4: 479 shares; 2026Q1: 662 shares; 2026Q2: 479 shares 479 $240K 0.15% -183 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: 781 shares; 2025Q1: 668 shares; 2025Q2: 613 shares; 2025Q3: 337 shares; 2025Q4: 344 shares; 2026Q1: 238 shares; 2026Q2: 229 shares 229 $232K 0.15% -9 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: not reported; 2026Q2: 194 shares 194 $228K 0.15% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 988 shares; 2026Q2: 988 shares 988 $220K 0.14% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,205 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 511 shares 511 $215K 0.14% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,292 shares; 2025Q1: 10,292 shares; 2025Q2: not reported; 2025Q3: 7,549 shares; 2025Q4: 7,549 shares; 2026Q1: not reported; 2026Q2: 6,325 shares 6,325 $214K 0.14% new Timeline GMAY 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,580 shares; 2025Q3: 5,336 shares; 2025Q4: 5,336 shares; 2026Q1: 4,880 shares; 2026Q2: 4,814 shares 4,814 $207K 0.13% -66 Timeline IEF 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: not reported; 2026Q1: not reported; 2026Q2: 2,116 shares 2,116 $200K 0.13% new Timeline