GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400,545 shares; 2024Q4: 442,487 shares; 2025Q1: 452,493 shares; 2025Q2: 608,614 shares; 2025Q3: 473,397 shares; 2025Q4: 474,904 shares; 2026Q1: 491,995 shares; 2026Q2: 502,871 shares 502,871 $178M 10.51% +10,876 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: 236,916 shares; 2024Q4: 778,922 shares; 2025Q1: 798,311 shares; 2025Q2: 830,236 shares; 2025Q3: 810,854 shares; 2025Q4: 822,216 shares; 2026Q1: 848,995 shares; 2026Q2: 840,711 shares 840,711 $168M 9.95% -8,284 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: 285,667 shares; 2024Q4: 295,822 shares; 2025Q1: 303,140 shares; 2025Q2: 329,924 shares; 2025Q3: 318,140 shares; 2025Q4: 316,680 shares; 2026Q1: 316,707 shares; 2026Q2: 318,945 shares 318,945 $92.3M 5.46% +2,238 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: 19,860 shares; 2024Q4: 27,991 shares; 2025Q1: 31,401 shares; 2025Q2: 37,011 shares; 2025Q3: 48,499 shares; 2025Q4: 42,067 shares; 2026Q1: 54,113 shares; 2026Q2: 63,237 shares 63,237 $47.2M 2.79% +9,124 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: 16,285 shares; 2024Q4: 16,819 shares; 2025Q1: 23,434 shares; 2025Q2: 21,693 shares; 2025Q3: 50,457 shares; 2025Q4: 48,555 shares; 2026Q1: 54,498 shares; 2026Q2: 62,347 shares 62,347 $45.9M 2.72% +7,849 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: 51,774 shares; 2024Q4: 54,314 shares; 2025Q1: 70,911 shares; 2025Q2: 89,948 shares; 2025Q3: 67,811 shares; 2025Q4: 72,436 shares; 2026Q1: 78,239 shares; 2026Q2: 79,905 shares 79,905 $45M 2.66% +1,666 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: 135,427 shares; 2024Q4: 146,980 shares; 2025Q1: 153,489 shares; 2025Q2: 190,738 shares; 2025Q3: 186,631 shares; 2025Q4: 184,015 shares; 2026Q1: 187,706 shares; 2026Q2: 187,127 shares 187,127 $44.6M 2.64% -579 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: 67,845 shares; 2024Q4: 73,265 shares; 2025Q1: 75,272 shares; 2025Q2: 83,306 shares; 2025Q3: 81,681 shares; 2025Q4: 83,848 shares; 2026Q1: 82,422 shares; 2026Q2: 80,907 shares 80,907 $30.2M 1.79% -1,515 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,973 shares; 2024Q4: 15,422 shares; 2025Q1: 47,269 shares; 2025Q2: 123,295 shares; 2025Q3: 126,717 shares; 2025Q4: 121,977 shares; 2026Q1: 176,643 shares; 2026Q2: 190,128 shares 190,128 $29.8M 1.77% +13,485 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: 75,085 shares; 2024Q4: 79,015 shares; 2025Q1: 83,241 shares; 2025Q2: 93,170 shares; 2025Q3: 67,415 shares; 2025Q4: 70,737 shares; 2026Q1: 73,067 shares; 2026Q2: 73,493 shares 73,493 $26.3M 1.55% +426 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566,224 shares; 2024Q4: 542,615 shares; 2025Q1: 645,843 shares; 2025Q2: 730,046 shares; 2025Q3: 666,961 shares; 2025Q4: 623,302 shares; 2026Q1: 590,002 shares; 2026Q2: 628,720 shares 628,720 $25.4M 1.5% +38,718 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,373 shares; 2024Q4: 314,483 shares; 2025Q1: 376,428 shares; 2025Q2: 407,352 shares; 2025Q3: 350,419 shares; 2025Q4: 345,751 shares; 2026Q1: 471,838 shares; 2026Q2: 486,417 shares 486,417 $24.6M 1.46% +14,579 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: 33,540 shares; 2024Q4: 36,050 shares; 2025Q1: 42,866 shares; 2025Q2: 47,419 shares; 2025Q3: 44,072 shares; 2025Q4: 51,107 shares; 2026Q1: 67,509 shares; 2026Q2: 60,027 shares 60,027 $22.7M 1.34% -7,482 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342,307 shares; 2024Q4: 334,218 shares; 2025Q1: 398,469 shares; 2025Q2: 435,277 shares; 2025Q3: 401,417 shares; 2025Q4: 403,258 shares; 2026Q1: 406,466 shares; 2026Q2: 408,736 shares 408,736 $20.7M 1.22% +2,270 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: 12,985 shares; 2024Q4: 21,383 shares; 2025Q1: 19,651 shares; 2025Q2: 34,022 shares; 2025Q3: 32,856 shares; 2025Q4: 32,126 shares; 2026Q1: 32,028 shares; 2026Q2: 27,013 shares 27,013 $20.2M 1.2% -5,015 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: 39,998 shares; 2024Q4: 46,197 shares; 2025Q1: 38,526 shares; 2025Q2: 37,498 shares; 2025Q3: 34,812 shares; 2025Q4: 37,481 shares; 2026Q1: 41,499 shares; 2026Q2: 46,138 shares 46,138 $19.4M 1.15% +4,639 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,941 shares; 2024Q4: 150,172 shares; 2025Q1: 121,017 shares; 2025Q2: 151,573 shares; 2025Q3: 157,002 shares; 2025Q4: 136,638 shares; 2026Q1: 138,658 shares; 2026Q2: 144,829 shares 144,829 $17.2M 1.02% +6,171 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,369 shares; 2024Q4: 114,340 shares; 2025Q1: 91,524 shares; 2025Q2: 96,805 shares; 2025Q3: 90,532 shares; 2025Q4: 89,894 shares; 2026Q1: 222,156 shares; 2026Q2: 223,640 shares 223,640 $15.9M 0.94% +1,484 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 273,313 shares; 2026Q2: 296,914 shares 296,914 $15.1M 0.89% +23,601 Timeline FTSM 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: 123,383 shares; 2024Q4: 86,046 shares; 2025Q1: 75,365 shares; 2025Q2: 91,001 shares; 2025Q3: 85,344 shares; 2025Q4: 97,104 shares; 2026Q1: 229,086 shares; 2026Q2: 249,197 shares 249,197 $14.9M 0.88% +20,111 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303,920 shares; 2025Q3: 298,849 shares; 2025Q4: 354,515 shares; 2026Q1: 367,753 shares; 2026Q2: 365,566 shares 365,566 $14.6M 0.87% -2,187 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: 21,787 shares; 2024Q4: 23,016 shares; 2025Q1: 35,121 shares; 2025Q2: 25,915 shares; 2025Q3: 25,115 shares; 2025Q4: 27,134 shares; 2026Q1: 69,749 shares; 2026Q2: 76,669 shares 76,669 $13.9M 0.82% +6,920 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,130 shares; 2024Q4: 17,002 shares; 2025Q1: 14,581 shares; 2025Q2: 17,492 shares; 2025Q3: 8,737 shares; 2025Q4: 8,487 shares; 2026Q1: 33,587 shares; 2026Q2: 34,040 shares 34,040 $12.6M 0.75% +453 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,342 shares; 2024Q4: 168,901 shares; 2025Q1: 257,077 shares; 2025Q2: 176,927 shares; 2025Q3: 160,187 shares; 2025Q4: 280,495 shares; 2026Q1: 297,977 shares; 2026Q2: 248,330 shares 248,330 $12.5M 0.74% -49,647 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: 11,405 shares; 2024Q4: 14,192 shares; 2025Q1: 13,739 shares; 2025Q2: 17,589 shares; 2025Q3: 18,071 shares; 2025Q4: 21,156 shares; 2026Q1: 21,176 shares; 2026Q2: 21,213 shares 21,213 $12.3M 0.73% +37 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: 1,612 shares; 2024Q4: 1,680 shares; 2025Q1: 1,801 shares; 2025Q2: 2,611 shares; 2025Q3: 27,317 shares; 2025Q4: 120,656 shares; 2026Q1: 124,531 shares; 2026Q2: 119,347 shares 119,347 $11.8M 0.7% -5,184 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: 6,888 shares; 2024Q4: 6,837 shares; 2025Q1: 5,766 shares; 2025Q2: 8,443 shares; 2025Q3: 7,724 shares; 2025Q4: 8,648 shares; 2026Q1: 9,358 shares; 2026Q2: 9,807 shares 9,807 $11.3M 0.67% +449 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: 25,421 shares; 2024Q4: 27,451 shares; 2025Q1: 29,516 shares; 2025Q2: 32,323 shares; 2025Q3: 29,448 shares; 2025Q4: 28,974 shares; 2026Q1: 33,326 shares; 2026Q2: 33,125 shares 33,125 $10.8M 0.64% -201 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: 52,806 shares; 2024Q4: 90,627 shares; 2025Q1: 92,647 shares; 2025Q2: 97,021 shares; 2025Q3: 104,280 shares; 2025Q4: 117,352 shares; 2026Q1: 133,283 shares; 2026Q2: 142,505 shares 142,505 $10.8M 0.64% +9,222 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: 15,480 shares; 2024Q4: 17,596 shares; 2025Q1: 19,882 shares; 2025Q2: 20,962 shares; 2025Q3: 19,280 shares; 2025Q4: 19,327 shares; 2026Q1: 19,946 shares; 2026Q2: 21,182 shares 21,182 $10.6M 0.63% +1,236 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,678 shares; 2026Q2: 149,307 shares 149,307 $10.2M 0.6% +629 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: 5,886 shares; 2024Q4: 6,819 shares; 2025Q1: 7,581 shares; 2025Q2: 7,501 shares; 2025Q3: 6,698 shares; 2025Q4: 7,605 shares; 2026Q1: 8,385 shares; 2026Q2: 8,456 shares 8,456 $10.1M 0.6% +71 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: 52,872 shares; 2024Q4: 47,987 shares; 2025Q1: 37,575 shares; 2025Q2: 43,408 shares; 2025Q3: 41,264 shares; 2025Q4: 41,653 shares; 2026Q1: 45,153 shares; 2026Q2: 44,530 shares 44,530 $9.7M 0.57% -623 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 109,855 shares; 2025Q1: 111,319 shares; 2025Q2: 151,014 shares; 2025Q3: 181,112 shares; 2025Q4: 227,857 shares; 2026Q1: 237,175 shares; 2026Q2: 241,512 shares 241,512 $9.23M 0.55% +4,337 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: 82,415 shares; 2024Q4: 83,041 shares; 2025Q1: 71,369 shares; 2025Q2: 73,568 shares; 2025Q3: 70,237 shares; 2025Q4: 67,847 shares; 2026Q1: 67,388 shares; 2026Q2: 66,325 shares 66,325 $9.12M 0.54% -1,063 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,698 shares; 2024Q4: 253,662 shares; 2025Q1: 235,941 shares; 2025Q2: 303,249 shares; 2025Q3: 290,042 shares; 2025Q4: 142,252 shares; 2026Q1: 168,353 shares; 2026Q2: 166,243 shares 166,243 $8.41M 0.5% -2,110 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,054 shares; 2024Q4: 22,761 shares; 2025Q1: 20,762 shares; 2025Q2: 21,858 shares; 2025Q3: 19,699 shares; 2025Q4: 19,699 shares; 2026Q1: 19,539 shares; 2026Q2: 19,539 shares 19,539 $8M 0.47% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,514 shares; 2024Q4: 74,124 shares; 2025Q1: 86,072 shares; 2025Q2: 103,914 shares; 2025Q3: 157,213 shares; 2025Q4: 130,907 shares; 2026Q1: 312,810 shares; 2026Q2: 349,204 shares 349,204 $7.8M 0.46% +36,394 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,338 shares; 2025Q3: 24,698 shares; 2025Q4: 24,794 shares; 2026Q1: 24,698 shares; 2026Q2: 24,699 shares 24,699 $7.48M 0.44% +1 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 192,927 shares; 2025Q1: 194,813 shares; 2025Q2: 194,748 shares; 2025Q3: 37,287 shares; 2025Q4: 38,902 shares; 2026Q1: 41,656 shares; 2026Q2: 43,599 shares 43,599 $7.41M 0.44% +1,943 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59,844 shares; 2025Q1: 44,402 shares; 2025Q2: 52,494 shares; 2025Q3: 51,436 shares; 2025Q4: 51,990 shares; 2026Q1: 53,045 shares; 2026Q2: 56,289 shares 56,289 $7.19M 0.43% +3,244 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,955 shares; 2024Q4: 103,624 shares; 2025Q1: 91,021 shares; 2025Q2: 260,963 shares; 2025Q3: 117,009 shares; 2025Q4: 141,074 shares; 2026Q1: 107,575 shares; 2026Q2: 142,517 shares 142,517 $7.07M 0.42% +34,942 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,214 shares; 2024Q4: 17,105 shares; 2025Q1: 18,267 shares; 2025Q2: 19,252 shares; 2025Q3: 18,581 shares; 2025Q4: 17,112 shares; 2026Q1: 19,291 shares; 2026Q2: 19,596 shares 19,596 $6.68M 0.4% +305 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,348 shares; 2024Q4: 97,755 shares; 2025Q1: 70,310 shares; 2025Q2: 90,401 shares; 2025Q3: 88,865 shares; 2025Q4: 89,899 shares; 2026Q1: 92,090 shares; 2026Q2: 97,315 shares 97,315 $6.67M 0.39% +5,225 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: 5,062 shares; 2024Q4: 5,612 shares; 2025Q1: 6,152 shares; 2025Q2: 7,079 shares; 2025Q3: 6,307 shares; 2025Q4: 7,018 shares; 2026Q1: 12,732 shares; 2026Q2: 12,439 shares 12,439 $6.39M 0.38% -293 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,720 shares; 2024Q4: 187,320 shares; 2025Q1: 139,084 shares; 2025Q2: 177,365 shares; 2025Q3: 173,914 shares; 2025Q4: 175,235 shares; 2026Q1: 175,843 shares; 2026Q2: 184,224 shares 184,224 $6.33M 0.37% +8,381 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: 7,391 shares; 2024Q4: 10,189 shares; 2025Q1: 10,246 shares; 2025Q2: 10,889 shares; 2025Q3: 11,052 shares; 2025Q4: 12,216 shares; 2026Q1: 12,451 shares; 2026Q2: 13,222 shares 13,222 $6.32M 0.37% +771 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,199 shares; 2024Q4: 152,308 shares; 2025Q1: 113,239 shares; 2025Q2: 145,907 shares; 2025Q3: 143,139 shares; 2025Q4: 144,171 shares; 2026Q1: 144,476 shares; 2026Q2: 151,417 shares 151,417 $6.2M 0.37% +6,941 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: 15,448 shares; 2024Q4: 15,234 shares; 2025Q1: 17,877 shares; 2025Q2: 20,491 shares; 2025Q3: 20,787 shares; 2025Q4: 19,143 shares; 2026Q1: 16,414 shares; 2026Q2: 17,120 shares 17,120 $5.87M 0.35% +706 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,000 shares; 2024Q4: 167,624 shares; 2025Q1: 130,816 shares; 2025Q2: 161,450 shares; 2025Q3: 246,707 shares; 2025Q4: 157,572 shares; 2026Q1: 347,839 shares; 2026Q2: 368,802 shares 368,802 $5.86M 0.35% +20,963 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: 29,372 shares; 2024Q4: 32,496 shares; 2025Q1: 46,995 shares; 2025Q2: 52,290 shares; 2025Q3: 51,228 shares; 2025Q4: 49,279 shares; 2026Q1: 48,685 shares; 2026Q2: 51,282 shares 51,282 $5.81M 0.34% +2,597 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: 14,622 shares; 2024Q4: 15,454 shares; 2025Q1: 21,238 shares; 2025Q2: 27,435 shares; 2025Q3: 35,014 shares; 2025Q4: 37,050 shares; 2026Q1: 38,322 shares; 2026Q2: 41,572 shares 41,572 $5.8M 0.34% +3,250 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: 44,704 shares; 2024Q4: 46,184 shares; 2025Q1: 47,560 shares; 2025Q2: 49,090 shares; 2025Q3: 44,708 shares; 2025Q4: 40,354 shares; 2026Q1: 40,959 shares; 2026Q2: 39,500 shares 39,500 $5.79M 0.34% -1,459 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: 7,973 shares; 2024Q4: 8,841 shares; 2025Q1: 8,192 shares; 2025Q2: 8,559 shares; 2025Q3: 7,557 shares; 2025Q4: 7,947 shares; 2026Q1: 8,135 shares; 2026Q2: 7,925 shares 7,925 $5.73M 0.34% -210 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,456 shares; 2024Q4: 172,198 shares; 2025Q1: 143,199 shares; 2025Q2: 144,674 shares; 2025Q3: 131,042 shares; 2025Q4: 129,203 shares; 2026Q1: 126,704 shares; 2026Q2: 131,519 shares 131,519 $5.37M 0.32% +4,815 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: 4,153 shares; 2024Q4: 4,601 shares; 2025Q1: 5,190 shares; 2025Q2: 5,587 shares; 2025Q3: 5,295 shares; 2025Q4: 5,361 shares; 2026Q1: 5,629 shares; 2026Q2: 5,668 shares 5,668 $5.3M 0.31% +39 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,542 shares; 2024Q4: 1,018 shares; 2025Q1: 1,334 shares; 2025Q2: 1,483 shares; 2025Q3: 1,377 shares; 2025Q4: 1,416 shares; 2026Q1: 1,703 shares; 2026Q2: 17,500 shares 17,500 $5.28M 0.31% +15,797 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: 35,301 shares; 2024Q4: 31,491 shares; 2025Q1: 27,785 shares; 2025Q2: 26,903 shares; 2025Q3: 23,816 shares; 2025Q4: 23,389 shares; 2026Q1: 23,166 shares; 2026Q2: 21,888 shares 21,888 $4.97M 0.29% -1,278 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,236 shares; 2025Q1: 7,535 shares; 2025Q2: 8,840 shares; 2025Q3: 9,832 shares; 2025Q4: 10,489 shares; 2026Q1: 10,064 shares; 2026Q2: 11,363 shares 11,363 $4.93M 0.29% +1,299 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,617 shares; 2024Q4: 136,133 shares; 2025Q1: 111,371 shares; 2025Q2: 74,629 shares; 2025Q3: 71,790 shares; 2025Q4: 71,804 shares; 2026Q1: 73,361 shares; 2026Q2: 73,092 shares 73,092 $4.83M 0.29% -269 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: 868 shares; 2024Q4: 868 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,513 shares; 2026Q1: 9,446 shares; 2026Q2: 12,963 shares 12,963 $4.78M 0.28% +3,517 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: 13,090 shares; 2024Q4: 11,491 shares; 2025Q1: 14,858 shares; 2025Q2: 16,550 shares; 2025Q3: 17,731 shares; 2025Q4: 18,824 shares; 2026Q1: 19,018 shares; 2026Q2: 18,732 shares 18,732 $4.76M 0.28% -286 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: 29,755 shares; 2024Q4: 29,718 shares; 2025Q1: 27,300 shares; 2025Q2: 26,698 shares; 2025Q3: 22,498 shares; 2025Q4: 21,378 shares; 2026Q1: 21,194 shares; 2026Q2: 20,801 shares 20,801 $4.56M 0.27% -393 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,631 shares; 2024Q4: 171,065 shares; 2025Q1: 144,437 shares; 2025Q2: 156,034 shares; 2025Q3: 143,294 shares; 2025Q4: 144,340 shares; 2026Q1: 139,617 shares; 2026Q2: 147,007 shares 147,007 $4.5M 0.27% +7,390 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,836 shares; 2024Q4: 70,210 shares; 2025Q1: 52,432 shares; 2025Q2: 66,980 shares; 2025Q3: 65,621 shares; 2025Q4: 66,150 shares; 2026Q1: 67,252 shares; 2026Q2: 71,243 shares 71,243 $4.47M 0.26% +3,991 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: 8,154 shares; 2024Q4: 15,616 shares; 2025Q1: 24,981 shares; 2025Q2: 28,352 shares; 2025Q3: 29,739 shares; 2025Q4: 29,049 shares; 2026Q1: 38,684 shares; 2026Q2: 37,358 shares 37,358 $4.36M 0.26% -1,326 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: 24,617 shares; 2024Q4: 25,300 shares; 2025Q1: 29,255 shares; 2025Q2: 32,421 shares; 2025Q3: 30,077 shares; 2025Q4: 31,612 shares; 2026Q1: 31,611 shares; 2026Q2: 30,984 shares 30,984 $4.24M 0.25% -627 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: 5,079 shares; 2024Q4: 5,432 shares; 2025Q1: 5,833 shares; 2025Q2: 6,171 shares; 2025Q3: 6,134 shares; 2025Q4: 58,783 shares; 2026Q1: 59,937 shares; 2026Q2: 57,504 shares 57,504 $4.11M 0.24% -2,433 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,559 shares; 2024Q4: 13,562 shares; 2025Q1: 14,498 shares; 2025Q2: 14,589 shares; 2025Q3: 12,391 shares; 2025Q4: 11,195 shares; 2026Q1: 11,230 shares; 2026Q2: 13,771 shares 13,771 $4.1M 0.24% +2,541 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: 1,389 shares; 2024Q4: 4,624 shares; 2025Q1: 3,952 shares; 2025Q2: 4,467 shares; 2025Q3: 4,469 shares; 2025Q4: 5,266 shares; 2026Q1: 5,117 shares; 2026Q2: 5,890 shares 5,890 $4.05M 0.24% +773 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: 66,469 shares; 2024Q4: 83,119 shares; 2025Q1: 88,036 shares; 2025Q2: 90,655 shares; 2025Q3: 93,570 shares; 2025Q4: 241,928 shares; 2026Q1: 117,940 shares; 2026Q2: 118,841 shares 118,841 $3.96M 0.23% +901 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,109 shares; 2024Q4: 72,578 shares; 2025Q1: 60,613 shares; 2025Q2: 60,556 shares; 2025Q3: 53,553 shares; 2025Q4: 53,149 shares; 2026Q1: 55,825 shares; 2026Q2: 64,086 shares 64,086 $3.83M 0.23% +8,261 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: 19,984 shares; 2024Q4: 22,256 shares; 2025Q1: 25,194 shares; 2025Q2: 33,047 shares; 2025Q3: 31,242 shares; 2025Q4: 32,731 shares; 2026Q1: 34,317 shares; 2026Q2: 31,945 shares 31,945 $3.75M 0.22% -2,372 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,321 shares; 2024Q4: 4,965 shares; 2025Q1: 4,971 shares; 2025Q2: 5,444 shares; 2025Q3: 5,900 shares; 2025Q4: 5,015 shares; 2026Q1: 5,362 shares; 2026Q2: 4,882 shares 4,882 $3.73M 0.22% -480 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: 1,944 shares; 2024Q4: 2,306 shares; 2025Q1: 2,503 shares; 2025Q2: 2,743 shares; 2025Q3: 2,321 shares; 2025Q4: 1,999 shares; 2026Q1: 9,499 shares; 2026Q2: 8,899 shares 8,899 $3.62M 0.21% -600 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: 41,170 shares; 2024Q4: 196,489 shares; 2025Q1: 161,120 shares; 2025Q2: 107,939 shares; 2025Q3: 105,664 shares; 2025Q4: 105,727 shares; 2026Q1: 108,510 shares; 2026Q2: 107,024 shares 107,024 $3.62M 0.21% -1,486 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: 3,214 shares; 2024Q4: 3,551 shares; 2025Q1: 3,577 shares; 2025Q2: 3,373 shares; 2025Q3: 3,134 shares; 2025Q4: 3,179 shares; 2026Q1: 3,307 shares; 2026Q2: 3,395 shares 3,395 $3.62M 0.21% +88 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: 11,453 shares; 2024Q4: 12,866 shares; 2025Q1: 13,521 shares; 2025Q2: 15,718 shares; 2025Q3: 14,472 shares; 2025Q4: 14,717 shares; 2026Q1: 14,762 shares; 2026Q2: 14,349 shares 14,349 $3.61M 0.21% -413 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: 5,273 shares; 2024Q4: 6,444 shares; 2025Q1: 7,053 shares; 2025Q2: 8,729 shares; 2025Q3: 7,533 shares; 2025Q4: 8,000 shares; 2026Q1: 9,652 shares; 2026Q2: 9,548 shares 9,548 $3.57M 0.21% -104 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: 18,651 shares; 2024Q4: 22,937 shares; 2025Q1: 27,059 shares; 2025Q2: 24,930 shares; 2025Q3: 28,042 shares; 2025Q4: 22,054 shares; 2026Q1: 25,586 shares; 2026Q2: 23,483 shares 23,483 $3.56M 0.21% -2,103 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,600 shares; 2025Q4: 45,600 shares; 2026Q1: 45,600 shares; 2026Q2: 45,600 shares 45,600 $3.47M 0.21% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,521 shares; 2025Q1: 21,076 shares; 2025Q2: 17,137 shares; 2025Q3: 17,137 shares; 2025Q4: 17,137 shares; 2026Q1: 17,137 shares; 2026Q2: 17,137 shares 17,137 $3.47M 0.21% 0 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 reported; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 5,580 shares; 2025Q3: 9,699 shares; 2025Q4: 9,699 shares; 2026Q1: 11,250 shares; 2026Q2: 11,368 shares 11,368 $3.42M 0.2% +118 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: 42,022 shares; 2024Q4: 45,550 shares; 2025Q1: 48,862 shares; 2025Q2: 56,228 shares; 2025Q3: 55,733 shares; 2025Q4: 60,077 shares; 2026Q1: 59,457 shares; 2026Q2: 59,521 shares 59,521 $3.39M 0.2% +64 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,245 shares; 2025Q4: 4,990 shares; 2026Q1: 5,403 shares; 2026Q2: 5,298 shares 5,298 $3.38M 0.2% -105 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,789 shares; 2025Q4: 8,221 shares; 2026Q1: 9,355 shares; 2026Q2: 11,870 shares 11,870 $3.28M 0.19% +2,515 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,361 shares; 2025Q3: 43,533 shares; 2025Q4: 43,533 shares; 2026Q1: 45,203 shares; 2026Q2: 43,085 shares 43,085 $3.24M 0.19% -2,118 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321,882 shares; 2025Q3: 304,871 shares; 2025Q4: 319,860 shares; 2026Q1: 88,208 shares; 2026Q2: 81,436 shares 81,436 $3.24M 0.19% -6,772 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: 38,051 shares; 2024Q4: 39,854 shares; 2025Q1: 41,801 shares; 2025Q2: 42,881 shares; 2025Q3: 39,683 shares; 2025Q4: 39,822 shares; 2026Q1: 39,104 shares; 2026Q2: 38,371 shares 38,371 $3.17M 0.19% -733 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: 1,365 shares; 2024Q4: 1,473 shares; 2025Q1: 1,195 shares; 2025Q2: 2,014 shares; 2025Q3: 1,791 shares; 2025Q4: 3,473 shares; 2026Q1: 3,450 shares; 2026Q2: 2,670 shares 2,670 $3.14M 0.19% -780 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: 1,824 shares; 2024Q4: 1,956 shares; 2025Q1: 2,009 shares; 2025Q2: 2,493 shares; 2025Q3: 2,284 shares; 2025Q4: 2,322 shares; 2026Q1: 2,798 shares; 2026Q2: 3,084 shares 3,084 $3.12M 0.18% +286 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: 29,536 shares; 2024Q4: 31,045 shares; 2025Q1: 33,975 shares; 2025Q2: 40,644 shares; 2025Q3: 34,810 shares; 2025Q4: 37,709 shares; 2026Q1: 37,849 shares; 2026Q2: 37,837 shares 37,837 $3.09M 0.18% -12 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 313,847 shares; 2025Q1: 374,459 shares; 2025Q2: 407,209 shares; 2025Q3: 399,718 shares; 2025Q4: 353,471 shares; 2026Q1: 70,128 shares; 2026Q2: 60,883 shares 60,883 $3.03M 0.18% -9,245 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: 14,461 shares; 2024Q4: 16,194 shares; 2025Q1: 16,619 shares; 2025Q2: 18,112 shares; 2025Q3: 16,617 shares; 2025Q4: 15,298 shares; 2026Q1: 15,815 shares; 2026Q2: 15,704 shares 15,704 $2.98M 0.18% -111 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 944 shares; 2026Q2: 1,263 shares 1,263 $2.87M 0.17% +319 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: 13,210 shares; 2024Q4: 13,290 shares; 2025Q1: 17,047 shares; 2025Q2: 19,712 shares; 2025Q3: 14,908 shares; 2025Q4: 14,435 shares; 2026Q1: 14,462 shares; 2026Q2: 13,658 shares 13,658 $2.86M 0.17% -804 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: 775 shares; 2024Q4: 981 shares; 2025Q1: 787 shares; 2025Q2: 1,018 shares; 2025Q3: 1,047 shares; 2025Q4: 1,043 shares; 2026Q1: 1,207 shares; 2026Q2: 1,431 shares 1,431 $2.85M 0.17% +224 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: 3,198 shares; 2024Q4: 3,788 shares; 2025Q1: 4,184 shares; 2025Q2: 4,546 shares; 2025Q3: 5,823 shares; 2025Q4: 5,226 shares; 2026Q1: 5,199 shares; 2026Q2: 5,585 shares 5,585 $2.8M 0.17% +386 Timeline IBOT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,700 shares; 2025Q4: 39,700 shares; 2026Q1: 39,700 shares; 2026Q2: 39,700 shares 39,700 $2.73M 0.16% 0 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: 4,604 shares; 2024Q4: 5,173 shares; 2025Q1: 5,861 shares; 2025Q2: 7,125 shares; 2025Q3: 5,788 shares; 2025Q4: 6,078 shares; 2026Q1: 5,884 shares; 2026Q2: 9,641 shares 9,641 $2.71M 0.16% +3,757 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: 6,153 shares; 2024Q4: 6,967 shares; 2025Q1: 6,416 shares; 2025Q2: 13,096 shares; 2025Q3: 11,094 shares; 2025Q4: 11,556 shares; 2026Q1: 13,781 shares; 2026Q2: 15,157 shares 15,157 $2.67M 0.16% +1,376 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: 2,572 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,289 shares; 2025Q4: 2,419 shares; 2026Q1: 2,683 shares; 2026Q2: 2,680 shares 2,680 $2.59M 0.15% -3 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,919 shares; 2026Q1: 43,919 shares; 2026Q2: 43,919 shares 43,919 $2.58M 0.15% 0 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: 6,935 shares; 2024Q4: 8,297 shares; 2025Q1: 13,818 shares; 2025Q2: 18,114 shares; 2025Q3: 19,154 shares; 2025Q4: 21,793 shares; 2026Q1: 19,227 shares; 2026Q2: 20,418 shares 20,418 $2.58M 0.15% +1,191 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: 33,315 shares; 2024Q4: 31,105 shares; 2025Q1: 22,924 shares; 2025Q2: 24,718 shares; 2025Q3: 21,661 shares; 2025Q4: 21,025 shares; 2026Q1: 20,793 shares; 2026Q2: 20,402 shares 20,402 $2.54M 0.15% -391 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,048 shares; 2024Q4: 44,048 shares; 2025Q1: 37,148 shares; 2025Q2: 37,908 shares; 2025Q3: 32,152 shares; 2025Q4: 31,085 shares; 2026Q1: 30,206 shares; 2026Q2: 29,866 shares 29,866 $2.45M 0.14% -340 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: 2,716 shares; 2024Q4: 2,934 shares; 2025Q1: 3,917 shares; 2025Q2: 2,688 shares; 2025Q3: 4,999 shares; 2025Q4: 4,362 shares; 2026Q1: 3,505 shares; 2026Q2: 3,394 shares 3,394 $2.44M 0.14% -111 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: 6,786 shares; 2024Q4: 7,304 shares; 2025Q1: 7,198 shares; 2025Q2: 4,206 shares; 2025Q3: 5,491 shares; 2025Q4: 4,933 shares; 2026Q1: 4,989 shares; 2026Q2: 5,809 shares 5,809 $2.41M 0.14% +820 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: 18,057 shares; 2024Q4: 18,621 shares; 2025Q1: 13,859 shares; 2025Q2: 16,813 shares; 2025Q3: 19,431 shares; 2025Q4: 17,518 shares; 2026Q1: 18,476 shares; 2026Q2: 18,444 shares 18,444 $2.38M 0.14% -32 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: 10,570 shares; 2024Q4: 11,677 shares; 2025Q1: 12,351 shares; 2025Q2: 13,953 shares; 2025Q3: 12,782 shares; 2025Q4: 12,244 shares; 2026Q1: 13,297 shares; 2026Q2: 16,112 shares 16,112 $2.36M 0.14% +2,815 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: 12,156 shares; 2024Q4: 11,960 shares; 2025Q1: 13,862 shares; 2025Q2: 15,246 shares; 2025Q3: 16,171 shares; 2025Q4: 16,244 shares; 2026Q1: 17,060 shares; 2026Q2: 16,751 shares 16,751 $2.34M 0.14% -309 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: 4,886 shares; 2024Q4: 5,334 shares; 2025Q1: 6,243 shares; 2025Q2: 6,429 shares; 2025Q3: 6,303 shares; 2025Q4: 6,348 shares; 2026Q1: 6,340 shares; 2026Q2: 6,845 shares 6,845 $2.32M 0.14% +505 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,596 shares; 2025Q1: 22,830 shares; 2025Q2: 27,155 shares; 2025Q3: 26,305 shares; 2025Q4: 26,578 shares; 2026Q1: 27,390 shares; 2026Q2: 29,215 shares 29,215 $2.28M 0.13% +1,825 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,707 shares; 2025Q1: 16,707 shares; 2025Q2: 17,750 shares; 2025Q3: 24,449 shares; 2025Q4: 24,449 shares; 2026Q1: 37,987 shares; 2026Q2: 43,880 shares 43,880 $2.24M 0.13% +5,893 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: 4,018 shares; 2024Q4: 4,432 shares; 2025Q1: 4,688 shares; 2025Q2: 5,246 shares; 2025Q3: 4,777 shares; 2025Q4: 4,053 shares; 2026Q1: 4,434 shares; 2026Q2: 4,279 shares 4,279 $2.22M 0.13% -155 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,940 shares; 2024Q4: 124,700 shares; 2025Q1: 146,700 shares; 2025Q2: 156,700 shares; 2025Q3: 157,000 shares; 2025Q4: 153,800 shares; 2026Q1: 168,800 shares; 2026Q2: 179,800 shares 179,800 $2.18M 0.13% +11,000 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: 6,863 shares; 2024Q4: 7,424 shares; 2025Q1: 7,329 shares; 2025Q2: 9,114 shares; 2025Q3: 9,051 shares; 2025Q4: 8,113 shares; 2026Q1: 7,149 shares; 2026Q2: 6,064 shares 6,064 $2.14M 0.13% -1,085 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: 9,049 shares; 2024Q4: 9,953 shares; 2025Q1: 10,886 shares; 2025Q2: 11,225 shares; 2025Q3: 13,690 shares; 2025Q4: 12,440 shares; 2026Q1: 13,322 shares; 2026Q2: 12,861 shares 12,861 $2.13M 0.13% -461 Timeline SOXS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 653,482 shares 653,482 $2.12M 0.13% new Timeline ROBT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,400 shares; 2025Q4: 37,400 shares; 2026Q1: 37,400 shares; 2026Q2: 37,400 shares 37,400 $2.1M 0.12% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,300 shares; 2025Q2: 8,880 shares; 2025Q3: 4,080 shares; 2025Q4: 5,830 shares; 2026Q1: 9,580 shares; 2026Q2: 7,714 shares 7,714 $2.1M 0.12% -1,866 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,807 shares; 2024Q4: 118,622 shares; 2025Q1: 100,820 shares; 2025Q2: 102,818 shares; 2025Q3: 94,553 shares; 2025Q4: 61,916 shares; 2026Q1: 58,804 shares; 2026Q2: 63,764 shares 63,764 $2.09M 0.12% +4,960 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,123 shares; 2024Q4: 13,099 shares; 2025Q1: 10,346 shares; 2025Q2: 11,226 shares; 2025Q3: 9,974 shares; 2025Q4: 9,623 shares; 2026Q1: 9,949 shares; 2026Q2: 9,762 shares 9,762 $2.08M 0.12% -187 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,781 shares; 2024Q4: 4,156 shares; 2025Q1: 3,523 shares; 2025Q2: 4,932 shares; 2025Q3: 4,701 shares; 2025Q4: 4,951 shares; 2026Q1: 4,938 shares; 2026Q2: 5,216 shares 5,216 $2.07M 0.12% +278 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,590 shares; 2024Q4: 48,184 shares; 2025Q1: 45,020 shares; 2025Q2: 44,706 shares; 2025Q3: 43,683 shares; 2025Q4: 36,042 shares; 2026Q1: 35,993 shares; 2026Q2: 36,611 shares 36,611 $2.07M 0.12% +618 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,093 shares; 2026Q2: 16,372 shares 16,372 $2.03M 0.12% +12,279 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: 4,675 shares; 2024Q4: 4,971 shares; 2025Q1: 4,975 shares; 2025Q2: 5,729 shares; 2025Q3: 5,131 shares; 2025Q4: 5,389 shares; 2026Q1: 5,561 shares; 2026Q2: 5,023 shares 5,023 $2M 0.12% -538 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: 1,330 shares; 2024Q4: 1,485 shares; 2025Q1: 1,627 shares; 2025Q2: 3,598 shares; 2025Q3: 2,472 shares; 2025Q4: 2,013 shares; 2026Q1: 2,131 shares; 2026Q2: 3,066 shares 3,066 $1.94M 0.12% +935 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,135 shares; 2024Q4: 8,703 shares; 2025Q1: 8,303 shares; 2025Q2: 9,261 shares; 2025Q3: 11,436 shares; 2025Q4: 15,732 shares; 2026Q1: 17,217 shares; 2026Q2: 16,923 shares 16,923 $1.93M 0.11% -294 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: 7,395 shares; 2024Q4: 7,617 shares; 2025Q1: 8,058 shares; 2025Q2: 10,071 shares; 2025Q3: 9,454 shares; 2025Q4: 9,548 shares; 2026Q1: 9,257 shares; 2026Q2: 9,455 shares 9,455 $1.9M 0.11% +198 Timeline FMTM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,529 shares; 2026Q2: 43,318 shares 43,318 $1.89M 0.11% -1,211 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: 3,930 shares; 2024Q4: 4,461 shares; 2025Q1: 6,037 shares; 2025Q2: 6,629 shares; 2025Q3: 6,792 shares; 2025Q4: 7,216 shares; 2026Q1: 6,672 shares; 2026Q2: 6,788 shares 6,788 $1.83M 0.11% +116 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,211 shares; 2025Q3: 21,211 shares; 2025Q4: 21,211 shares; 2026Q1: 21,211 shares; 2026Q2: 21,212 shares 21,212 $1.78M 0.11% +1 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,674 shares; 2024Q4: 24,207 shares; 2025Q1: 44,414 shares; 2025Q2: 22,293 shares; 2025Q3: 22,257 shares; 2025Q4: 21,779 shares; 2026Q1: 44,138 shares; 2026Q2: 62,691 shares 62,691 $1.77M 0.1% +18,553 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 347,155 shares; 2024Q4: 6,799 shares; 2025Q1: 6,539 shares; 2025Q2: 4,976 shares; 2025Q3: 5,127 shares; 2025Q4: 5,128 shares; 2026Q1: 12,758 shares; 2026Q2: 34,731 shares 34,731 $1.75M 0.1% +21,973 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 208,154 shares 208,154 $1.74M 0.1% new Timeline XLG 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: 189,097 shares; 2024Q4: 190,527 shares; 2025Q1: 183,058 shares; 2025Q2: 210,218 shares; 2025Q3: 194,989 shares; 2025Q4: 190,911 shares; 2026Q1: 28,862 shares; 2026Q2: 28,318 shares 28,318 $1.73M 0.1% -544 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,392 shares; 2024Q4: 17,787 shares; 2025Q1: 16,755 shares; 2025Q2: 17,090 shares; 2025Q3: 16,105 shares; 2025Q4: 16,826 shares; 2026Q1: 17,374 shares; 2026Q2: 17,986 shares 17,986 $1.72M 0.1% +612 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: 1,101 shares; 2024Q4: 2,384 shares; 2025Q1: 1,800 shares; 2025Q2: 1,533 shares; 2025Q3: 1,634 shares; 2025Q4: 1,634 shares; 2026Q1: 3,316 shares; 2026Q2: 19,896 shares 19,896 $1.71M 0.1% +16,580 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: 5,900 shares; 2025Q1: 6,000 shares; 2025Q2: 6,179 shares; 2025Q3: 3,770 shares; 2025Q4: 4,471 shares; 2026Q1: 6,975 shares; 2026Q2: 4,667 shares 4,667 $1.7M 0.1% -2,308 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: 3,691 shares; 2024Q4: 3,898 shares; 2025Q1: 6,053 shares; 2025Q2: 6,412 shares; 2025Q3: 6,173 shares; 2025Q4: 5,461 shares; 2026Q1: 6,400 shares; 2026Q2: 6,649 shares 6,649 $1.69M 0.1% +249 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,605 shares; 2024Q4: 12,223 shares; 2025Q1: 13,231 shares; 2025Q2: 12,927 shares; 2025Q3: 12,832 shares; 2025Q4: 11,746 shares; 2026Q1: 14,523 shares; 2026Q2: 16,146 shares 16,146 $1.68M 0.1% +1,623 Timeline FNDX 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: 14,511 shares; 2024Q4: 51,604 shares; 2025Q1: 57,068 shares; 2025Q2: 55,762 shares; 2025Q3: 55,762 shares; 2025Q4: 52,546 shares; 2026Q1: 52,552 shares; 2026Q2: 52,552 shares 52,552 $1.63M 0.1% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,732 shares; 2024Q4: 48,364 shares; 2025Q1: 35,224 shares; 2025Q2: 37,975 shares; 2025Q3: 33,210 shares; 2025Q4: 33,048 shares; 2026Q1: 32,597 shares; 2026Q2: 31,919 shares 31,919 $1.58M 0.09% -678 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 6,324 shares; 2025Q2: 3,420 shares; 2025Q3: 3,420 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares; 2026Q2: 17,953 shares 17,953 $1.58M 0.09% +14,503 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: 11,868 shares; 2024Q4: 12,695 shares; 2025Q1: 10,178 shares; 2025Q2: 11,399 shares; 2025Q3: 11,077 shares; 2025Q4: 10,285 shares; 2026Q1: 8,144 shares; 2026Q2: 8,512 shares 8,512 $1.57M 0.09% +368 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,214 shares; 2025Q3: 43,788 shares; 2025Q4: 43,788 shares; 2026Q1: 47,511 shares; 2026Q2: 43,231 shares 43,231 $1.53M 0.09% -4,280 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,168 shares; 2024Q4: 15,219 shares; 2025Q1: 12,351 shares; 2025Q2: 11,861 shares; 2025Q3: 9,855 shares; 2025Q4: 9,731 shares; 2026Q1: 9,471 shares; 2026Q2: 9,292 shares 9,292 $1.52M 0.09% -179 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,393 shares; 2024Q4: 27,952 shares; 2025Q1: 29,388 shares; 2025Q2: 29,852 shares; 2025Q3: 29,601 shares; 2025Q4: 31,950 shares; 2026Q1: 31,725 shares; 2026Q2: 32,319 shares 32,319 $1.51M 0.09% +594 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,918 shares; 2026Q2: 12,865 shares 12,865 $1.51M 0.09% +7,947 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,235 shares; 2025Q3: 15,235 shares; 2025Q4: 15,235 shares; 2026Q1: 15,807 shares; 2026Q2: 14,263 shares 14,263 $1.5M 0.09% -1,544 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,055 shares; 2025Q4: 5,255 shares; 2026Q1: 5,498 shares; 2026Q2: 5,847 shares 5,847 $1.49M 0.09% +349 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: 6,543 shares; 2024Q4: 6,618 shares; 2025Q1: 6,802 shares; 2025Q2: 8,118 shares; 2025Q3: 7,991 shares; 2025Q4: 8,721 shares; 2026Q1: 8,156 shares; 2026Q2: 8,063 shares 8,063 $1.49M 0.09% -93 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,846 shares; 2024Q4: 2,973 shares; 2025Q1: 2,341 shares; 2025Q2: 4,922 shares; 2025Q3: 3,957 shares; 2025Q4: 4,923 shares; 2026Q1: 4,893 shares; 2026Q2: 6,627 shares 6,627 $1.49M 0.09% +1,734 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,698 shares; 2025Q2: 43,812 shares; 2025Q3: 34,661 shares; 2025Q4: 32,731 shares; 2026Q1: 31,701 shares; 2026Q2: 29,701 shares 29,701 $1.47M 0.09% -2,000 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,777 shares; 2024Q4: 2,252 shares; 2025Q1: 2,495 shares; 2025Q2: 3,118 shares; 2025Q3: 3,009 shares; 2025Q4: 3,908 shares; 2026Q1: 3,681 shares; 2026Q2: 3,900 shares 3,900 $1.46M 0.09% +219 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,192 shares; 2024Q4: 7,006 shares; 2025Q1: 7,876 shares; 2025Q2: 6,735 shares; 2025Q3: not reported; 2025Q4: 5,260 shares; 2026Q1: 10,727 shares; 2026Q2: 31,374 shares 31,374 $1.46M 0.09% +20,647 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: 13,889 shares; 2024Q4: 15,353 shares; 2025Q1: 16,977 shares; 2025Q2: 18,503 shares; 2025Q3: 16,912 shares; 2025Q4: 17,581 shares; 2026Q1: 14,225 shares; 2026Q2: 15,162 shares 15,162 $1.46M 0.09% +937 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,421 shares; 2026Q1: 11,226 shares; 2026Q2: 14,311 shares 14,311 $1.44M 0.09% +3,085 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,156 shares; 2024Q4: 3,674 shares; 2025Q1: 3,858 shares; 2025Q2: 4,111 shares; 2025Q3: 3,872 shares; 2025Q4: 2,795 shares; 2026Q1: 3,194 shares; 2026Q2: 2,898 shares 2,898 $1.44M 0.09% -296 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,966 shares; 2025Q1: 9,966 shares; 2025Q2: 9,967 shares; 2025Q3: 14,387 shares; 2025Q4: 14,387 shares; 2026Q1: 15,651 shares; 2026Q2: 16,202 shares 16,202 $1.4M 0.08% +551 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: 1,268 shares; 2024Q4: 1,526 shares; 2025Q1: 1,653 shares; 2025Q2: 1,849 shares; 2025Q3: 1,791 shares; 2025Q4: 1,809 shares; 2026Q1: 1,917 shares; 2026Q2: 1,841 shares 1,841 $1.39M 0.08% -76 Timeline HYZD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,684 shares; 2024Q4: 60,552 shares; 2025Q1: 62,442 shares; 2025Q2: 55,061 shares; 2025Q3: 56,308 shares; 2025Q4: 60,298 shares; 2026Q1: 60,084 shares; 2026Q2: 61,056 shares 61,056 $1.37M 0.08% +972 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: 10,100 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 50,000 shares 50,000 $1.37M 0.08% +40,000 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,425 shares; 2024Q4: 5,448 shares; 2025Q1: 5,250 shares; 2025Q2: 8,126 shares; 2025Q3: 7,615 shares; 2025Q4: 4,899 shares; 2026Q1: 6,751 shares; 2026Q2: 8,867 shares 8,867 $1.36M 0.08% +2,116 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares; 2026Q1: 31,000 shares; 2026Q2: 31,000 shares 31,000 $1.36M 0.08% 0 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: 5,380 shares; 2024Q4: 5,234 shares; 2025Q1: 5,767 shares; 2025Q2: 5,716 shares; 2025Q3: 4,606 shares; 2025Q4: 3,614 shares; 2026Q1: 4,213 shares; 2026Q2: 4,460 shares 4,460 $1.33M 0.08% +247 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,700 shares; 2024Q4: 115,700 shares; 2025Q1: 189,400 shares; 2025Q2: 189,700 shares; 2025Q3: 195,200 shares; 2025Q4: 155,700 shares; 2026Q1: 135,200 shares; 2026Q2: 135,200 shares 135,200 $1.33M 0.08% 0 Timeline VTWO 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: 4,602 shares; 2024Q4: 5,557 shares; 2025Q1: 4,938 shares; 2025Q2: 4,938 shares; 2025Q3: 5,893 shares; 2025Q4: 5,893 shares; 2026Q1: 5,893 shares; 2026Q2: 10,831 shares 10,831 $1.32M 0.08% +4,938 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: 645 shares; 2024Q4: 897 shares; 2025Q1: 1,136 shares; 2025Q2: 1,220 shares; 2025Q3: 1,189 shares; 2025Q4: 1,215 shares; 2026Q1: 1,302 shares; 2026Q2: 1,340 shares 1,340 $1.31M 0.08% +38 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 reported; 2024Q4: not reported; 2025Q1: 3,278 shares; 2025Q2: 3,298 shares; 2025Q3: 3,391 shares; 2025Q4: 4,064 shares; 2026Q1: 5,303 shares; 2026Q2: 8,379 shares 8,379 $1.3M 0.08% +3,076 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,916 shares; 2024Q4: 12,632 shares; 2025Q1: 18,674 shares; 2025Q2: 24,327 shares; 2025Q3: 25,681 shares; 2025Q4: 21,261 shares; 2026Q1: 22,647 shares; 2026Q2: 20,620 shares 20,620 $1.3M 0.08% -2,027 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: 4,570 shares; 2024Q4: 4,580 shares; 2025Q1: 5,328 shares; 2025Q2: 3,936 shares; 2025Q3: 3,221 shares; 2025Q4: 3,435 shares; 2026Q1: 3,503 shares; 2026Q2: 3,577 shares 3,577 $1.3M 0.08% +74 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,487 shares; 2026Q2: 6,836 shares 6,836 $1.29M 0.08% +349 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,539 shares; 2026Q2: 20,655 shares 20,655 $1.28M 0.08% +15,116 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,231 shares; 2024Q4: 4,429 shares; 2025Q1: 4,428 shares; 2025Q2: 4,327 shares; 2025Q3: 4,827 shares; 2025Q4: 4,570 shares; 2026Q1: 4,570 shares; 2026Q2: 4,620 shares 4,620 $1.26M 0.07% +50 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,568 shares; 2024Q4: 10,568 shares; 2025Q1: 10,568 shares; 2025Q2: 43,068 shares; 2025Q3: 41,568 shares; 2025Q4: 65,568 shares; 2026Q1: 105,768 shares; 2026Q2: 114,968 shares 114,968 $1.24M 0.07% +9,200 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 reported; 2024Q4: 1,689 shares; 2025Q1: 1,094 shares; 2025Q2: 1,117 shares; 2025Q3: 1,273 shares; 2025Q4: 2,425 shares; 2026Q1: 2,470 shares; 2026Q2: 2,406 shares 2,406 $1.24M 0.07% -64 Timeline CXSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,020 shares; 2025Q1: 20,020 shares; 2025Q2: 20,020 shares; 2025Q3: 28,422 shares; 2025Q4: 28,422 shares; 2026Q1: 30,869 shares; 2026Q2: 31,870 shares 31,870 $1.24M 0.07% +1,001 Timeline VV 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 3,547 shares; 2026Q2: 3,547 shares 3,547 $1.22M 0.07% 0 Timeline SCHC 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 reported; 2024Q4: 25,607 shares; 2025Q1: 19,093 shares; 2025Q2: 24,337 shares; 2025Q3: 23,842 shares; 2025Q4: 24,011 shares; 2026Q1: 24,053 shares; 2026Q2: 25,240 shares 25,240 $1.21M 0.07% +1,187 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: 208 shares; 2024Q4: 244 shares; 2025Q1: 290 shares; 2025Q2: 334 shares; 2025Q3: 301 shares; 2025Q4: 292 shares; 2026Q1: 270 shares; 2026Q2: 6,781 shares 6,781 $1.21M 0.07% +6,511 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,507 shares; 2024Q4: 26,951 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 37,000 shares; 2026Q2: 37,000 shares 37,000 $1.21M 0.07% 0 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: 2,628 shares; 2024Q4: 2,929 shares; 2025Q1: 3,306 shares; 2025Q2: 3,826 shares; 2025Q3: 3,297 shares; 2025Q4: 2,574 shares; 2026Q1: 2,859 shares; 2026Q2: 2,808 shares 2,808 $1.2M 0.07% -51 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,822 shares; 2024Q4: 18,401 shares; 2025Q1: 13,432 shares; 2025Q2: 12,625 shares; 2025Q3: 12,663 shares; 2025Q4: 12,675 shares; 2026Q1: 12,552 shares; 2026Q2: 12,710 shares 12,710 $1.19M 0.07% +158 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: 446 shares; 2024Q4: 452 shares; 2025Q1: 411 shares; 2025Q2: 469 shares; 2025Q3: 461 shares; 2025Q4: 443 shares; 2026Q1: 442 shares; 2026Q2: 370 shares 370 $1.18M 0.07% -72 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: 611 shares; 2024Q4: 792 shares; 2025Q1: 995 shares; 2025Q2: 1,030 shares; 2025Q3: 805 shares; 2025Q4: 645 shares; 2026Q1: 1,024 shares; 2026Q2: 886 shares 886 $1.18M 0.07% -138 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: 6,700 shares; 2024Q4: 8,039 shares; 2025Q1: 10,118 shares; 2025Q2: 12,635 shares; 2025Q3: 12,491 shares; 2025Q4: 12,984 shares; 2026Q1: 13,649 shares; 2026Q2: 12,744 shares 12,744 $1.18M 0.07% -905 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: 10,600 shares; 2024Q4: 11,692 shares; 2025Q1: 12,749 shares; 2025Q2: 14,403 shares; 2025Q3: 12,480 shares; 2025Q4: 12,949 shares; 2026Q1: 13,756 shares; 2026Q2: 13,334 shares 13,334 $1.17M 0.07% -422 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: 5,178 shares; 2024Q4: not reported; 2025Q1: 4,697 shares; 2025Q2: 7,328 shares; 2025Q3: 7,035 shares; 2025Q4: 7,921 shares; 2026Q1: 8,489 shares; 2026Q2: 11,285 shares 11,285 $1.17M 0.07% +2,796 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,765 shares 1,765 $1.16M 0.07% new 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: 8,533 shares; 2024Q4: 6,446 shares; 2025Q1: 8,072 shares; 2025Q2: 6,413 shares; 2025Q3: 8,498 shares; 2025Q4: 9,456 shares; 2026Q1: 9,851 shares; 2026Q2: 8,538 shares 8,538 $1.16M 0.07% -1,313 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,871 shares; 2024Q4: 7,649 shares; 2025Q1: 8,871 shares; 2025Q2: 9,000 shares; 2025Q3: 9,495 shares; 2025Q4: 7,022 shares; 2026Q1: 7,326 shares; 2026Q2: 5,174 shares 5,174 $1.14M 0.07% -2,152 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: 11,837 shares; 2024Q4: 13,796 shares; 2025Q1: 20,006 shares; 2025Q2: 20,135 shares; 2025Q3: 20,392 shares; 2025Q4: 17,266 shares; 2026Q1: 17,430 shares; 2026Q2: 15,717 shares 15,717 $1.13M 0.07% -1,713 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,087 shares; 2025Q3: 8,222 shares; 2025Q4: 13,284 shares; 2026Q1: 13,233 shares; 2026Q2: 9,906 shares 9,906 $1.12M 0.07% -3,327 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,456 shares; 2024Q4: 53,809 shares; 2025Q1: 76,403 shares; 2025Q2: 107,068 shares; 2025Q3: 131,515 shares; 2025Q4: 84,242 shares; 2026Q1: 84,361 shares; 2026Q2: 83,755 shares 83,755 $1.12M 0.07% -606 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,267 shares; 2024Q4: 76,568 shares; 2025Q1: 64,852 shares; 2025Q2: 65,058 shares; 2025Q3: 59,968 shares; 2025Q4: 40,397 shares; 2026Q1: 38,653 shares; 2026Q2: 41,706 shares 41,706 $1.12M 0.07% +3,053 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,670 shares; 2026Q2: 12,500 shares 12,500 $1.11M 0.07% +6,830 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,015 shares; 2024Q4: 15,898 shares; 2025Q1: 12,094 shares; 2025Q2: 15,176 shares; 2025Q3: 14,958 shares; 2025Q4: 15,087 shares; 2026Q1: 15,557 shares; 2026Q2: 16,589 shares 16,589 $1.1M 0.07% +1,032 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: 23,805 shares; 2024Q4: 25,579 shares; 2025Q1: 26,786 shares; 2025Q2: 30,940 shares; 2025Q3: 28,499 shares; 2025Q4: 28,958 shares; 2026Q1: 25,538 shares; 2026Q2: 25,607 shares 25,607 $1.08M 0.06% +69 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: 2,180 shares; 2024Q4: 2,543 shares; 2025Q1: 2,592 shares; 2025Q2: 3,181 shares; 2025Q3: 2,631 shares; 2025Q4: 2,698 shares; 2026Q1: 2,717 shares; 2026Q2: 4,809 shares 4,809 $1.08M 0.06% +2,092 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,131 shares; 2024Q4: 8,169 shares; 2025Q1: 6,758 shares; 2025Q2: 6,656 shares; 2025Q3: 6,422 shares; 2025Q4: 10,732 shares; 2026Q1: 8,916 shares; 2026Q2: 10,744 shares 10,744 $1.08M 0.06% +1,828 Timeline SCHO 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: 26,900 shares; 2024Q4: 53,800 shares; 2025Q1: 48,000 shares; 2025Q2: 48,000 shares; 2025Q3: 48,000 shares; 2025Q4: 48,000 shares; 2026Q1: 48,000 shares; 2026Q2: 44,000 shares 44,000 $1.06M 0.06% -4,000 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,646 shares; 2024Q4: 12,387 shares; 2025Q1: 11,987 shares; 2025Q2: 12,796 shares; 2025Q3: 11,000 shares; 2025Q4: 9,611 shares; 2026Q1: 10,425 shares; 2026Q2: 10,290 shares 10,290 $1.05M 0.06% -135 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,571 shares; 2025Q3: 21,702 shares; 2025Q4: 21,702 shares; 2026Q1: 23,609 shares; 2026Q2: 22,630 shares 22,630 $1.03M 0.06% -979 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,600 shares; 2025Q2: 42,600 shares; 2025Q3: 42,600 shares; 2025Q4: 42,600 shares; 2026Q1: 61,583 shares; 2026Q2: 104,183 shares 104,183 $1.02M 0.06% +42,600 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares; 2026Q1: 19,751 shares; 2026Q2: 33,452 shares 33,452 $1.01M 0.06% +13,701 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,623 shares; 2024Q4: 10,546 shares; 2025Q1: 9,502 shares; 2025Q2: 13,455 shares; 2025Q3: 12,889 shares; 2025Q4: 13,528 shares; 2026Q1: 13,866 shares; 2026Q2: 14,090 shares 14,090 $1.01M 0.06% +224 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 reported; 2024Q4: 813 shares; 2025Q1: 910 shares; 2025Q2: 1,149 shares; 2025Q3: 994 shares; 2025Q4: 981 shares; 2026Q1: 1,070 shares; 2026Q2: 1,044 shares 1,044 $1M 0.06% -26 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,232 shares; 2026Q1: 22,097 shares; 2026Q2: 22,726 shares 22,726 $1M 0.06% +629 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,020 shares; 2025Q3: not reported; 2025Q4: 20,100 shares; 2026Q1: 20,100 shares; 2026Q2: 20,100 shares 20,100 $1M 0.06% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,801 shares; 2025Q1: 1,615 shares; 2025Q2: 2,138 shares; 2025Q3: 1,945 shares; 2025Q4: 1,898 shares; 2026Q1: 2,047 shares; 2026Q2: 2,034 shares 2,034 $1000K 0.06% -13 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,200 shares; 2026Q1: 13,200 shares; 2026Q2: 13,200 shares 13,200 $999K 0.06% 0 Timeline GTOQ INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,452 shares; 2024Q4: 45,445 shares; 2025Q1: 45,400 shares; 2025Q2: 42,041 shares; 2025Q3: 41,586 shares; 2025Q4: 45,075 shares; 2026Q1: 43,742 shares; 2026Q2: 44,519 shares 44,519 $995K 0.06% +777 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76,840 shares 76,840 $990K 0.06% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,495 shares; 2026Q2: 2,564 shares 2,564 $988K 0.06% +69 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: 9,592 shares; 2024Q4: 10,751 shares; 2025Q1: 9,597 shares; 2025Q2: 13,516 shares; 2025Q3: 13,795 shares; 2025Q4: 12,403 shares; 2026Q1: 12,559 shares; 2026Q2: 12,782 shares 12,782 $985K 0.06% +223 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,892 shares; 2024Q4: 41,124 shares; 2025Q1: 45,689 shares; 2025Q2: 55,181 shares; 2025Q3: 52,402 shares; 2025Q4: 50,564 shares; 2026Q1: 52,420 shares; 2026Q2: 47,558 shares 47,558 $984K 0.06% -4,862 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: 3,101 shares; 2024Q4: 3,513 shares; 2025Q1: 3,874 shares; 2025Q2: 4,507 shares; 2025Q3: 2,960 shares; 2025Q4: 3,063 shares; 2026Q1: 3,308 shares; 2026Q2: 3,615 shares 3,615 $983K 0.06% +307 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,033 shares; 2024Q4: 2,926 shares; 2025Q1: 2,410 shares; 2025Q2: 4,302 shares; 2025Q3: 4,188 shares; 2025Q4: 4,197 shares; 2026Q1: 4,550 shares; 2026Q2: 4,538 shares 4,538 $982K 0.06% -12 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: 2,812 shares; 2024Q4: 3,023 shares; 2025Q1: 3,076 shares; 2025Q2: 3,647 shares; 2025Q3: 3,265 shares; 2025Q4: 3,478 shares; 2026Q1: 3,589 shares; 2026Q2: 2,873 shares 2,873 $980K 0.06% -716 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: 3,434 shares; 2024Q4: 3,803 shares; 2025Q1: 4,287 shares; 2025Q2: 4,805 shares; 2025Q3: 4,383 shares; 2025Q4: 4,431 shares; 2026Q1: 4,506 shares; 2026Q2: 4,384 shares 4,384 $977K 0.06% -122 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218 shares; 2026Q1: 252 shares; 2026Q2: 575 shares 575 $976K 0.06% +323 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,567 shares; 2024Q4: 10,134 shares; 2025Q1: 10,580 shares; 2025Q2: 11,634 shares; 2025Q3: 11,139 shares; 2025Q4: 10,610 shares; 2026Q1: 8,069 shares; 2026Q2: 6,137 shares 6,137 $963K 0.06% -1,932 Timeline VGSH 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: 17,132 shares; 2024Q4: 17,132 shares; 2025Q1: 17,132 shares; 2025Q2: 17,132 shares; 2025Q3: 17,132 shares; 2025Q4: 18,492 shares; 2026Q1: 18,492 shares; 2026Q2: 16,506 shares 16,506 $961K 0.06% -1,986 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,083 shares; 2025Q2: 2,033 shares; 2025Q3: 2,407 shares; 2025Q4: 4,026 shares; 2026Q1: 3,890 shares; 2026Q2: 3,907 shares 3,907 $958K 0.06% +17 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,750 shares; 2025Q1: 25,250 shares; 2025Q2: 25,250 shares; 2025Q3: 25,250 shares; 2025Q4: 28,750 shares; 2026Q1: 28,750 shares; 2026Q2: 33,445 shares 33,445 $957K 0.06% +4,695 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,890 shares; 2024Q4: 10,470 shares; 2025Q1: 7,504 shares; 2025Q2: 7,323 shares; 2025Q3: 7,517 shares; 2025Q4: 6,744 shares; 2026Q1: 6,725 shares; 2026Q2: 6,609 shares 6,609 $946K 0.06% -116 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: 2,700 shares; 2024Q4: 2,976 shares; 2025Q1: 3,037 shares; 2025Q2: 3,270 shares; 2025Q3: 2,969 shares; 2025Q4: 2,944 shares; 2026Q1: 2,898 shares; 2026Q2: 2,859 shares 2,859 $945K 0.06% -39 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,651 shares; 2024Q4: 3,339 shares; 2025Q1: 3,341 shares; 2025Q2: 3,005 shares; 2025Q3: 2,987 shares; 2025Q4: 2,714 shares; 2026Q1: 2,545 shares; 2026Q2: 4,603 shares 4,603 $944K 0.06% +2,058 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,032 shares; 2026Q2: 2,155 shares 2,155 $930K 0.06% +123 Timeline LMBS 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: 18,941 shares; 2024Q4: 17,203 shares; 2025Q1: 17,832 shares; 2025Q2: 18,040 shares; 2025Q3: 17,869 shares; 2025Q4: 20,626 shares; 2026Q1: 18,250 shares; 2026Q2: 18,610 shares 18,610 $926K 0.05% +360 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,315 shares; 2024Q4: 14,890 shares; 2025Q1: 16,732 shares; 2025Q2: 15,424 shares; 2025Q3: 13,027 shares; 2025Q4: 12,869 shares; 2026Q1: 13,910 shares; 2026Q2: 16,003 shares 16,003 $922K 0.05% +2,093 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,441 shares; 2024Q4: 8,666 shares; 2025Q1: 7,110 shares; 2025Q2: 10,120 shares; 2025Q3: 8,949 shares; 2025Q4: 7,713 shares; 2026Q1: 8,261 shares; 2026Q2: 8,160 shares 8,160 $912K 0.05% -101 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: 4,493 shares; 2024Q4: 5,142 shares; 2025Q1: 4,638 shares; 2025Q2: 7,837 shares; 2025Q3: 3,616 shares; 2025Q4: 8,589 shares; 2026Q1: 9,336 shares; 2026Q2: 9,764 shares 9,764 $895K 0.05% +428 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391 shares; 2024Q4: 452 shares; 2025Q1: 532 shares; 2025Q2: 9,212 shares; 2025Q3: 8,543 shares; 2025Q4: 9,486 shares; 2026Q1: 10,275 shares; 2026Q2: 9,712 shares 9,712 $894K 0.05% -563 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: 7,643 shares; 2024Q4: 6,703 shares; 2025Q1: 5,896 shares; 2025Q2: 8,421 shares; 2025Q3: 8,022 shares; 2025Q4: 7,231 shares; 2026Q1: 7,018 shares; 2026Q2: 6,108 shares 6,108 $892K 0.05% -910 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: 4,678 shares; 2024Q4: 4,832 shares; 2025Q1: 3,962 shares; 2025Q2: 5,770 shares; 2025Q3: 5,253 shares; 2025Q4: 5,350 shares; 2026Q1: 5,569 shares; 2026Q2: 6,494 shares 6,494 $888K 0.05% +925 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,330 shares; 2024Q4: 168,291 shares; 2025Q1: 136,143 shares; 2025Q2: 131,725 shares; 2025Q3: 121,690 shares; 2025Q4: 90,121 shares; 2026Q1: 85,028 shares; 2026Q2: 79,403 shares 79,403 $885K 0.05% -5,625 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,242 shares; 2026Q1: 3,120 shares; 2026Q2: 3,373 shares 3,373 $878K 0.05% +253 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,927 shares; 2024Q4: 38,322 shares; 2025Q1: 32,116 shares; 2025Q2: 20,693 shares; 2025Q3: 20,109 shares; 2025Q4: 20,049 shares; 2026Q1: 20,280 shares; 2026Q2: 20,050 shares 20,050 $864K 0.05% -230 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: 956 shares; 2024Q4: 987 shares; 2025Q1: 732 shares; 2025Q2: 792 shares; 2025Q3: 1,090 shares; 2025Q4: 1,119 shares; 2026Q1: 1,189 shares; 2026Q2: 1,190 shares 1,190 $849K 0.05% +1 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: 37,566 shares; 2024Q4: 27,744 shares; 2025Q1: 27,106 shares; 2025Q2: 41,041 shares; 2025Q3: 36,056 shares; 2025Q4: 36,399 shares; 2026Q1: 38,808 shares; 2026Q2: 34,785 shares 34,785 $838K 0.05% -4,023 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: 3,070 shares; 2024Q4: 3,341 shares; 2025Q1: 4,242 shares; 2025Q2: 4,595 shares; 2025Q3: 3,927 shares; 2025Q4: 3,849 shares; 2026Q1: 4,381 shares; 2026Q2: 3,809 shares 3,809 $832K 0.05% -572 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,953 shares; 2024Q4: 4,163 shares; 2025Q1: 4,099 shares; 2025Q2: 4,609 shares; 2025Q3: 4,401 shares; 2025Q4: 4,423 shares; 2026Q1: 4,241 shares; 2026Q2: 3,146 shares 3,146 $821K 0.05% -1,095 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,317 shares; 2024Q4: 1,471 shares; 2025Q1: 1,063 shares; 2025Q2: 2,160 shares; 2025Q3: 1,787 shares; 2025Q4: 1,972 shares; 2026Q1: 2,138 shares; 2026Q2: 2,198 shares 2,198 $815K 0.05% +60 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,680 shares; 2025Q4: 10,680 shares; 2026Q1: 7,550 shares; 2026Q2: 4,280 shares 4,280 $800K 0.05% -3,270 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,599 shares 17,599 $798K 0.05% new 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: 921 shares; 2024Q4: 990 shares; 2025Q1: 893 shares; 2025Q2: 1,242 shares; 2025Q3: 915 shares; 2025Q4: 646 shares; 2026Q1: 759 shares; 2026Q2: 761 shares 761 $793K 0.05% +2 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,514 shares 1,514 $791K 0.05% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 354 shares; 2025Q4: 518 shares; 2026Q1: 536 shares; 2026Q2: 572 shares 572 $791K 0.05% +36 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,494 shares; 2026Q1: 1,729 shares; 2026Q2: 1,632 shares 1,632 $790K 0.05% -97 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,881 shares; 2024Q4: 2,053 shares; 2025Q1: 1,771 shares; 2025Q2: 2,556 shares; 2025Q3: 2,534 shares; 2025Q4: 2,627 shares; 2026Q1: 2,568 shares; 2026Q2: 2,477 shares 2,477 $788K 0.05% -91 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,288 shares; 2024Q4: 4,431 shares; 2025Q1: 4,021 shares; 2025Q2: 4,053 shares; 2025Q3: 4,780 shares; 2025Q4: 3,704 shares; 2026Q1: 3,730 shares; 2026Q2: 3,716 shares 3,716 $788K 0.05% -14 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,896 shares; 2025Q3: 12,701 shares; 2025Q4: 12,701 shares; 2026Q1: 13,769 shares; 2026Q2: 12,528 shares 12,528 $787K 0.05% -1,241 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,310 shares; 2024Q4: 25,898 shares; 2025Q1: 21,209 shares; 2025Q2: 15,677 shares; 2025Q3: 15,360 shares; 2025Q4: 15,314 shares; 2026Q1: 15,280 shares; 2026Q2: 15,911 shares 15,911 $783K 0.05% +631 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 reported; 2024Q4: 2,015 shares; 2025Q1: 1,747 shares; 2025Q2: 2,896 shares; 2025Q3: 3,004 shares; 2025Q4: 2,795 shares; 2026Q1: 2,903 shares; 2026Q2: 2,884 shares 2,884 $775K 0.05% -19 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,822 shares; 2024Q4: 3,461 shares; 2025Q1: 2,490 shares; 2025Q2: 3,351 shares; 2025Q3: 2,854 shares; 2025Q4: 1,872 shares; 2026Q1: 2,934 shares; 2026Q2: 2,773 shares 2,773 $764K 0.05% -161 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,689 shares; 2024Q4: 2,828 shares; 2025Q1: 1,483 shares; 2025Q2: 3,036 shares; 2025Q3: 2,896 shares; 2025Q4: 2,963 shares; 2026Q1: 2,991 shares; 2026Q2: 2,976 shares 2,976 $761K 0.05% -15 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,405 shares; 2024Q4: 5,757 shares; 2025Q1: 5,237 shares; 2025Q2: 10,647 shares; 2025Q3: 9,736 shares; 2025Q4: 9,584 shares; 2026Q1: 8,265 shares; 2026Q2: 8,122 shares 8,122 $759K 0.04% -143 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: 1,552 shares; 2024Q4: 1,924 shares; 2025Q1: 1,490 shares; 2025Q2: 2,361 shares; 2025Q3: 2,184 shares; 2025Q4: 1,804 shares; 2026Q1: 1,953 shares; 2026Q2: 1,696 shares 1,696 $757K 0.04% -257 Timeline PGJ 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 reported; 2024Q4: 23,714 shares; 2025Q1: 23,714 shares; 2025Q2: 23,714 shares; 2025Q3: 36,671 shares; 2025Q4: 36,671 shares; 2026Q1: 31,766 shares; 2026Q2: 33,290 shares 33,290 $751K 0.04% +1,524 Timeline XNTK 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: 2,559 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,559 shares; 2025Q3: 1,919 shares; 2025Q4: 1,919 shares; 2026Q1: 1,919 shares; 2026Q2: 1,919 shares 1,919 $750K 0.04% 0 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,102 shares; 2026Q2: 23,952 shares 23,952 $745K 0.04% +15,850 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,930 shares; 2024Q4: 11,840 shares; 2025Q1: 11,845 shares; 2025Q2: 12,570 shares; 2025Q3: 12,726 shares; 2025Q4: 10,411 shares; 2026Q1: 10,090 shares; 2026Q2: 10,117 shares 10,117 $742K 0.04% +27 Timeline VGT 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: 2,650 shares; 2024Q4: 2,673 shares; 2025Q1: 2,645 shares; 2025Q2: 379 shares; 2025Q3: 789 shares; 2025Q4: 930 shares; 2026Q1: 873 shares; 2026Q2: 6,198 shares 6,198 $741K 0.04% +5,325 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: 14,282 shares; 2024Q4: 19,940 shares; 2025Q1: 15,709 shares; 2025Q2: 16,611 shares; 2025Q3: 11,909 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,380 shares 16,380 $739K 0.04% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,461 shares; 2024Q4: 7,366 shares; 2025Q1: 7,366 shares; 2025Q2: 7,366 shares; 2025Q3: 7,304 shares; 2025Q4: 7,156 shares; 2026Q1: 7,817 shares; 2026Q2: 7,817 shares 7,817 $729K 0.04% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,187 shares; 2024Q4: 2,245 shares; 2025Q1: 2,175 shares; 2025Q2: 2,797 shares; 2025Q3: 2,622 shares; 2025Q4: 3,535 shares; 2026Q1: 3,604 shares; 2026Q2: 3,371 shares 3,371 $728K 0.04% -233 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: 2,937 shares; 2024Q4: 3,940 shares; 2025Q1: 4,191 shares; 2025Q2: 5,419 shares; 2025Q3: 5,583 shares; 2025Q4: 5,948 shares; 2026Q1: 6,258 shares; 2026Q2: 6,202 shares 6,202 $727K 0.04% -56 Timeline PUBM PUBMATIC INC More: the full row for PUBMATIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 320,000 shares; 2025Q1: 320,000 shares; 2025Q2: 305,000 shares; 2025Q3: 280,000 shares; 2025Q4: 150,000 shares; 2026Q1: 55,000 shares; 2026Q2: 55,000 shares 55,000 $722K 0.04% 0 Timeline MDYG 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: 11,589 shares; 2024Q4: 11,003 shares; 2025Q1: 9,042 shares; 2025Q2: 6,590 shares; 2025Q3: 6,377 shares; 2025Q4: 6,358 shares; 2026Q1: 6,485 shares; 2026Q2: 6,400 shares 6,400 $717K 0.04% -85 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,196 shares; 2025Q2: 4,943 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,049 shares 8,049 $715K 0.04% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,061 shares; 2024Q4: 4,578 shares; 2025Q1: 3,987 shares; 2025Q2: 6,014 shares; 2025Q3: 5,279 shares; 2025Q4: 5,146 shares; 2026Q1: 5,861 shares; 2026Q2: 5,632 shares 5,632 $713K 0.04% -229 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,376 shares 2,376 $711K 0.04% new 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: 5,386 shares; 2024Q4: 6,929 shares; 2025Q1: 6,332 shares; 2025Q2: 10,074 shares; 2025Q3: 9,145 shares; 2025Q4: 6,524 shares; 2026Q1: 7,300 shares; 2026Q2: 7,380 shares 7,380 $709K 0.04% +80 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,441 shares; 2024Q4: 4,715 shares; 2025Q1: 4,995 shares; 2025Q2: 6,076 shares; 2025Q3: 5,249 shares; 2025Q4: 4,966 shares; 2026Q1: 4,690 shares; 2026Q2: 4,219 shares 4,219 $708K 0.04% -471 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,706 shares; 2024Q4: 6,292 shares; 2025Q1: 5,068 shares; 2025Q2: 9,706 shares; 2025Q3: 8,718 shares; 2025Q4: 7,437 shares; 2026Q1: 7,403 shares; 2026Q2: 7,373 shares 7,373 $706K 0.04% -30 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: 10,140 shares; 2024Q4: 9,200 shares; 2025Q1: not reported; 2025Q2: 7,309 shares; 2025Q3: 10,708 shares; 2025Q4: 11,652 shares; 2026Q1: 12,353 shares; 2026Q2: 14,544 shares 14,544 $691K 0.04% +2,191 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,012 shares; 2024Q4: 5,009 shares; 2025Q1: 4,496 shares; 2025Q2: 6,375 shares; 2025Q3: 4,951 shares; 2025Q4: 4,889 shares; 2026Q1: 5,116 shares; 2026Q2: 4,666 shares 4,666 $675K 0.04% -450 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,843 shares; 2024Q4: 10,249 shares; 2025Q1: 10,971 shares; 2025Q2: 12,819 shares; 2025Q3: 11,565 shares; 2025Q4: 11,073 shares; 2026Q1: 11,219 shares; 2026Q2: 7,405 shares 7,405 $672K 0.04% -3,814 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,849 shares; 2026Q1: 12,996 shares; 2026Q2: 12,996 shares 12,996 $668K 0.04% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,855 shares; 2025Q1: 10,864 shares; 2025Q2: 9,907 shares; 2025Q3: 13,178 shares; 2025Q4: 7,955 shares; 2026Q1: 11,235 shares; 2026Q2: 7,790 shares 7,790 $660K 0.04% -3,445 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: 341 shares; 2024Q4: 373 shares; 2025Q1: not reported; 2025Q2: 659 shares; 2025Q3: 562 shares; 2025Q4: 568 shares; 2026Q1: 578 shares; 2026Q2: 575 shares 575 $651K 0.04% -3 Timeline XLI 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: 3,807 shares; 2024Q4: 4,104 shares; 2025Q1: 3,807 shares; 2025Q2: 3,707 shares; 2025Q3: 3,727 shares; 2025Q4: 3,527 shares; 2026Q1: 3,507 shares; 2026Q2: 3,507 shares 3,507 $650K 0.04% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,897 shares 2,897 $649K 0.04% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,000 shares; 2026Q2: 12,759 shares 12,759 $643K 0.04% +4,759 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,397 shares; 2024Q4: 17,381 shares; 2025Q1: 16,899 shares; 2025Q2: 18,231 shares; 2025Q3: 15,538 shares; 2025Q4: 15,037 shares; 2026Q1: 16,775 shares; 2026Q2: 15,051 shares 15,051 $642K 0.04% -1,724 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,875 shares; 2024Q4: 7,329 shares; 2025Q1: not reported; 2025Q2: 8,665 shares; 2025Q3: 7,570 shares; 2025Q4: 7,080 shares; 2026Q1: 7,144 shares; 2026Q2: 7,026 shares 7,026 $641K 0.04% -118 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,332 shares; 2026Q2: 1,830 shares 1,830 $641K 0.04% +498 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,897 shares 2,897 $640K 0.04% new Timeline RPG 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,425 shares; 2025Q3: 10,008 shares; 2025Q4: 10,008 shares; 2026Q1: 10,008 shares; 2026Q2: 10,008 shares 10,008 $639K 0.04% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,637 shares; 2024Q4: 1,803 shares; 2025Q1: 1,621 shares; 2025Q2: 1,552 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,281 shares; 2026Q2: 6,473 shares 6,473 $636K 0.04% +2,192 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: 2,368 shares; 2025Q1: 1,932 shares; 2025Q2: 1,855 shares; 2025Q3: 2,770 shares; 2025Q4: 2,795 shares; 2026Q1: 2,818 shares; 2026Q2: 2,615 shares 2,615 $635K 0.04% -203 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,658 shares; 2026Q2: 2,659 shares 2,659 $629K 0.04% +1 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,950 shares; 2025Q3: 2,579 shares; 2025Q4: 4,130 shares; 2026Q1: 4,135 shares; 2026Q2: 4,294 shares 4,294 $629K 0.04% +159 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,763 shares; 2024Q4: 3,524 shares; 2025Q1: 3,009 shares; 2025Q2: 5,598 shares; 2025Q3: 4,970 shares; 2025Q4: 4,895 shares; 2026Q1: 5,210 shares; 2026Q2: 4,000 shares 4,000 $619K 0.04% -1,210 Timeline FCA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,356 shares; 2025Q1: 15,356 shares; 2025Q2: 15,356 shares; 2025Q3: 20,440 shares; 2025Q4: 20,440 shares; 2026Q1: 22,039 shares; 2026Q2: 22,662 shares 22,662 $618K 0.04% +623 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: 1,851 shares; 2024Q4: 2,084 shares; 2025Q1: 1,496 shares; 2025Q2: 2,796 shares; 2025Q3: 2,544 shares; 2025Q4: 2,670 shares; 2026Q1: 2,707 shares; 2026Q2: 2,484 shares 2,484 $617K 0.04% -223 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: 2,948 shares; 2024Q4: 3,205 shares; 2025Q1: 3,458 shares; 2025Q2: 3,974 shares; 2025Q3: 3,557 shares; 2025Q4: 3,399 shares; 2026Q1: 3,290 shares; 2026Q2: 1,957 shares 1,957 $616K 0.04% -1,333 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,633 shares; 2026Q2: 11,633 shares 11,633 $612K 0.04% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,266 shares; 2025Q2: 2,068 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,480 shares 4,480 $611K 0.04% new Timeline VTHR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,834 shares; 2026Q2: 1,834 shares 1,834 $608K 0.04% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,123 shares; 2024Q4: 2,165 shares; 2025Q1: 1,973 shares; 2025Q2: 1,970 shares; 2025Q3: 1,824 shares; 2025Q4: 1,808 shares; 2026Q1: 1,813 shares; 2026Q2: 1,807 shares 1,807 $607K 0.04% -6 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: 2,492 shares; 2024Q4: 2,958 shares; 2025Q1: 3,405 shares; 2025Q2: 1,949 shares; 2025Q3: 1,655 shares; 2025Q4: 1,727 shares; 2026Q1: 1,840 shares; 2026Q2: 1,686 shares 1,686 $597K 0.04% -154 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,478 shares; 2024Q4: 14,289 shares; 2025Q1: 8,346 shares; 2025Q2: 8,562 shares; 2025Q3: 7,787 shares; 2025Q4: 7,738 shares; 2026Q1: 7,647 shares; 2026Q2: 7,838 shares 7,838 $597K 0.04% +191 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 318 shares; 2026Q1: 346 shares; 2026Q2: 299 shares 299 $593K 0.04% -47 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: 901 shares; 2024Q4: 1,149 shares; 2025Q1: 1,014 shares; 2025Q2: 1,514 shares; 2025Q3: 1,434 shares; 2025Q4: 1,453 shares; 2026Q1: 1,520 shares; 2026Q2: 1,511 shares 1,511 $589K 0.03% -9 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,370 shares; 2024Q4: 9,173 shares; 2025Q1: 5,535 shares; 2025Q2: 5,656 shares; 2025Q3: 5,199 shares; 2025Q4: 4,403 shares; 2026Q1: 4,549 shares; 2026Q2: 4,549 shares 4,549 $583K 0.03% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,417 shares; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,638 shares; 2025Q4: 1,642 shares; 2026Q1: 1,637 shares; 2026Q2: 7,176 shares 7,176 $578K 0.03% +5,539 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: 7,024 shares; 2024Q4: 7,472 shares; 2025Q1: 6,847 shares; 2025Q2: 5,926 shares; 2025Q3: 5,199 shares; 2025Q4: 4,995 shares; 2026Q1: 5,062 shares; 2026Q2: 6,156 shares 6,156 $577K 0.03% +1,094 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,955 shares; 2024Q4: 2,180 shares; 2025Q1: 1,900 shares; 2025Q2: 2,846 shares; 2025Q3: 2,701 shares; 2025Q4: 2,693 shares; 2026Q1: 2,713 shares; 2026Q2: 2,600 shares 2,600 $574K 0.03% -113 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,614 shares; 2025Q3: 19,614 shares; 2025Q4: 16,114 shares; 2026Q1: 13,114 shares; 2026Q2: 7,114 shares 7,114 $571K 0.03% -6,000 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,696 shares 1,696 $568K 0.03% new Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,284 shares; 2025Q2: 33,884 shares; 2025Q3: 37,084 shares; 2025Q4: 31,084 shares; 2026Q1: 40,084 shares; 2026Q2: 48,084 shares 48,084 $567K 0.03% +8,000 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,205 shares; 2024Q4: 18,153 shares; 2025Q1: 14,762 shares; 2025Q2: 11,135 shares; 2025Q3: 10,762 shares; 2025Q4: 10,729 shares; 2026Q1: 10,930 shares; 2026Q2: 10,808 shares 10,808 $566K 0.03% -122 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,439 shares; 2025Q1: 4,439 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 4,548 shares; 2026Q1: 4,958 shares; 2026Q2: 4,958 shares 4,958 $564K 0.03% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 577 shares; 2024Q4: 777 shares; 2025Q1: 622 shares; 2025Q2: 639 shares; 2025Q3: 1,031 shares; 2025Q4: 1,045 shares; 2026Q1: 1,050 shares; 2026Q2: 1,075 shares 1,075 $562K 0.03% +25 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,016 shares; 2026Q2: 11,016 shares 11,016 $558K 0.03% 0 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: 1,715 shares; 2024Q4: 1,850 shares; 2025Q1: 1,839 shares; 2025Q2: 1,541 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,145 shares; 2026Q2: 2,125 shares 2,125 $553K 0.03% -20 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,000 shares; 2025Q3: 14,100 shares; 2025Q4: 9,270 shares; 2026Q1: 10,581 shares; 2026Q2: 10,379 shares 10,379 $553K 0.03% -202 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: 5,210 shares; 2024Q4: 6,255 shares; 2025Q1: 5,026 shares; 2025Q2: 4,828 shares; 2025Q3: 6,704 shares; 2025Q4: 6,944 shares; 2026Q1: 7,026 shares; 2026Q2: 7,299 shares 7,299 $543K 0.03% +273 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: 2,279 shares; 2024Q4: 2,293 shares; 2025Q1: 1,981 shares; 2025Q2: 1,466 shares; 2025Q3: 2,248 shares; 2025Q4: 2,219 shares; 2026Q1: 2,192 shares; 2026Q2: 2,202 shares 2,202 $542K 0.03% +10 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618 shares; 2024Q4: 677 shares; 2025Q1: 429 shares; 2025Q2: 481 shares; 2025Q3: 969 shares; 2025Q4: 1,053 shares; 2026Q1: 1,116 shares; 2026Q2: 1,059 shares 1,059 $540K 0.03% -57 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,360 shares; 2024Q4: 3,690 shares; 2025Q1: 4,020 shares; 2025Q2: 4,773 shares; 2025Q3: 3,840 shares; 2025Q4: 2,783 shares; 2026Q1: 2,691 shares; 2026Q2: 2,674 shares 2,674 $539K 0.03% -17 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,280 shares 6,280 $538K 0.03% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,305 shares; 2024Q4: 5,791 shares; 2025Q1: 6,074 shares; 2025Q2: 6,689 shares; 2025Q3: 6,263 shares; 2025Q4: 5,458 shares; 2026Q1: 2,246 shares; 2026Q2: 4,557 shares 4,557 $536K 0.03% +2,311 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,350 shares; 2024Q4: 9,850 shares; 2025Q1: 9,750 shares; 2025Q2: 8,650 shares; 2025Q3: 8,670 shares; 2025Q4: 8,070 shares; 2026Q1: 8,070 shares; 2026Q2: 8,170 shares 8,170 $536K 0.03% +100 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: 1,747 shares; 2024Q4: 2,139 shares; 2025Q1: 2,121 shares; 2025Q2: 2,406 shares; 2025Q3: 2,196 shares; 2025Q4: 1,678 shares; 2026Q1: 1,687 shares; 2026Q2: 1,545 shares 1,545 $532K 0.03% -142 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,152 shares; 2024Q4: 7,386 shares; 2025Q1: 6,157 shares; 2025Q2: 2,418 shares; 2025Q3: 4,445 shares; 2025Q4: 4,434 shares; 2026Q1: 4,532 shares; 2026Q2: 4,432 shares 4,432 $528K 0.03% -100 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,799 shares 6,799 $524K 0.03% 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: 1,351 shares; 2024Q4: 1,476 shares; 2025Q1: 1,134 shares; 2025Q2: 1,038 shares; 2025Q3: 1,533 shares; 2025Q4: 1,605 shares; 2026Q1: 1,680 shares; 2026Q2: 1,875 shares 1,875 $522K 0.03% +195 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169 shares; 2024Q4: 1,320 shares; 2025Q1: 1,106 shares; 2025Q2: 1,104 shares; 2025Q3: 1,588 shares; 2025Q4: 1,595 shares; 2026Q1: 1,616 shares; 2026Q2: 1,573 shares 1,573 $519K 0.03% -43 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,787 shares; 2024Q4: 2,998 shares; 2025Q1: 2,474 shares; 2025Q2: 3,619 shares; 2025Q3: 3,364 shares; 2025Q4: 3,480 shares; 2026Q1: 3,148 shares; 2026Q2: 3,167 shares 3,167 $513K 0.03% +19 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,069 shares; 2024Q4: 7,844 shares; 2025Q1: 6,393 shares; 2025Q2: 5,371 shares; 2025Q3: 8,382 shares; 2025Q4: 8,441 shares; 2026Q1: 9,273 shares; 2026Q2: 9,159 shares 9,159 $508K 0.03% -114 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: 1,248 shares; 2024Q4: 1,397 shares; 2025Q1: 922 shares; 2025Q2: 1,378 shares; 2025Q3: 926 shares; 2025Q4: 862 shares; 2026Q1: 1,111 shares; 2026Q2: 993 shares 993 $506K 0.03% -118 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,163 shares; 2024Q4: 9,163 shares; 2025Q1: 9,163 shares; 2025Q2: 9,163 shares; 2025Q3: 9,163 shares; 2025Q4: 9,163 shares; 2026Q1: 9,163 shares; 2026Q2: 9,163 shares 9,163 $504K 0.03% 0 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,800 shares; 2025Q3: 20,110 shares; 2025Q4: 17,410 shares; 2026Q1: 16,910 shares; 2026Q2: 14,110 shares 14,110 $502K 0.03% -2,800 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,932 shares 2,932 $501K 0.03% new Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,428 shares; 2025Q1: 9,428 shares; 2025Q2: 9,428 shares; 2025Q3: 9,428 shares; 2025Q4: 9,855 shares; 2026Q1: 10,878 shares; 2026Q2: 10,878 shares 10,878 $500K 0.03% 0 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: 4,738 shares; 2024Q4: 5,223 shares; 2025Q1: not reported; 2025Q2: 5,530 shares; 2025Q3: 5,650 shares; 2025Q4: 5,552 shares; 2026Q1: 5,889 shares; 2026Q2: 6,328 shares 6,328 $491K 0.03% +439 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: 5,930 shares; 2024Q4: 6,255 shares; 2025Q1: 7,346 shares; 2025Q2: 6,554 shares; 2025Q3: 6,221 shares; 2025Q4: 6,149 shares; 2026Q1: 6,121 shares; 2026Q2: 3,419 shares 3,419 $489K 0.03% -2,702 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,862 shares; 2024Q4: 3,088 shares; 2025Q1: 2,833 shares; 2025Q2: 5,263 shares; 2025Q3: 8,908 shares; 2025Q4: 8,412 shares; 2026Q1: 8,934 shares; 2026Q2: 10,171 shares 10,171 $489K 0.03% +1,237 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 reported; 2024Q4: 1,182 shares; 2025Q1: 1,114 shares; 2025Q2: 1,088 shares; 2025Q3: 876 shares; 2025Q4: 821 shares; 2026Q1: 2,078 shares; 2026Q2: 1,943 shares 1,943 $486K 0.03% -135 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: 1,663 shares; 2024Q4: 2,057 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,979 shares; 2026Q1: 2,289 shares; 2026Q2: 2,281 shares 2,281 $486K 0.03% -8 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,109 shares; 2024Q4: 14,337 shares; 2025Q1: 13,597 shares; 2025Q2: 11,455 shares; 2025Q3: not reported; 2025Q4: 17,923 shares; 2026Q1: 18,243 shares; 2026Q2: 18,167 shares 18,167 $484K 0.03% -76 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 reported; 2024Q4: 3,839 shares; 2025Q1: not reported; 2025Q2: 3,447 shares; 2025Q3: 2,913 shares; 2025Q4: 6,230 shares; 2026Q1: 6,186 shares; 2026Q2: 6,234 shares 6,234 $474K 0.03% +48 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: 1,254 shares; 2024Q4: 1,383 shares; 2025Q1: 918 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,515 shares; 2026Q1: 1,537 shares; 2026Q2: 1,510 shares 1,510 $474K 0.03% -27 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,113 shares; 2024Q4: 5,928 shares; 2025Q1: 6,381 shares; 2025Q2: 8,506 shares; 2025Q3: 8,026 shares; 2025Q4: 8,277 shares; 2026Q1: 7,219 shares; 2026Q2: 6,049 shares 6,049 $473K 0.03% -1,170 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,278 shares; 2024Q4: 2,753 shares; 2025Q1: 1,917 shares; 2025Q2: 2,757 shares; 2025Q3: not reported; 2025Q4: 2,120 shares; 2026Q1: 4,305 shares; 2026Q2: 4,365 shares 4,365 $469K 0.03% +60 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: 1,255 shares; 2024Q4: 1,485 shares; 2025Q1: 1,112 shares; 2025Q2: 1,066 shares; 2025Q3: 1,585 shares; 2025Q4: not reported; 2026Q1: 1,459 shares; 2026Q2: 1,612 shares 1,612 $468K 0.03% +153 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: 13,282 shares; 2024Q4: 8,684 shares; 2025Q1: 6,964 shares; 2025Q2: 5,164 shares; 2025Q3: 7,907 shares; 2025Q4: 8,412 shares; 2026Q1: 7,941 shares; 2026Q2: 7,736 shares 7,736 $467K 0.03% -205 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,759 shares; 2025Q3: 8,876 shares; 2025Q4: 9,225 shares; 2026Q1: 9,225 shares; 2026Q2: 9,227 shares 9,227 $467K 0.03% +2 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 467 shares; 2024Q4: 494 shares; 2025Q1: 371 shares; 2025Q2: 627 shares; 2025Q3: 528 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 339 shares 339 $461K 0.03% new Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,123 shares; 2026Q2: 9,123 shares 9,123 $461K 0.03% 0 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: 11,716 shares; 2024Q4: 12,722 shares; 2025Q1: 10,972 shares; 2025Q2: 10,462 shares; 2025Q3: 8,559 shares; 2025Q4: 7,778 shares; 2026Q1: 13,782 shares; 2026Q2: 14,361 shares 14,361 $459K 0.03% +579 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 984 shares; 2025Q1: 818 shares; 2025Q2: 901 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,617 shares; 2026Q2: 1,822 shares 1,822 $458K 0.03% +205 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,672 shares; 2026Q2: 13,500 shares 13,500 $458K 0.03% -172 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,409 shares; 2024Q4: 6,685 shares; 2025Q1: 6,392 shares; 2025Q2: 3,088 shares; 2025Q3: 2,891 shares; 2025Q4: 2,894 shares; 2026Q1: 2,876 shares; 2026Q2: 2,879 shares 2,879 $457K 0.03% +3 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,567 shares; 2026Q1: 3,991 shares; 2026Q2: 3,977 shares 3,977 $457K 0.03% -14 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,338 shares; 2025Q4: 7,210 shares; 2026Q1: not reported; 2026Q2: 8,869 shares 8,869 $456K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,506 shares 1,506 $456K 0.03% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,622 shares; 2024Q4: 7,724 shares; 2025Q1: 5,937 shares; 2025Q2: 9,793 shares; 2025Q3: 7,650 shares; 2025Q4: not reported; 2026Q1: 3,792 shares; 2026Q2: 7,768 shares 7,768 $449K 0.03% +3,976 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,000 shares 41,000 $447K 0.03% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,685 shares 4,685 $445K 0.03% new Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,023 shares; 2024Q4: 3,023 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares; 2025Q4: 3,022 shares; 2026Q1: 3,022 shares; 2026Q2: 3,022 shares 3,022 $442K 0.03% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,112 shares 5,112 $441K 0.03% new Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,141 shares 10,141 $439K 0.03% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,028 shares; 2025Q4: 3,203 shares; 2026Q1: 3,618 shares; 2026Q2: 3,749 shares 3,749 $438K 0.03% +131 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,818 shares 3,818 $421K 0.02% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 723 shares; 2024Q4: 787 shares; 2025Q1: 674 shares; 2025Q2: 510 shares; 2025Q3: 930 shares; 2025Q4: 635 shares; 2026Q1: 659 shares; 2026Q2: 673 shares 673 $420K 0.02% +14 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,930 shares; 2026Q2: 9,628 shares 9,628 $419K 0.02% -5,302 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,510 shares 6,510 $418K 0.02% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,583 shares 3,583 $415K 0.02% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,418 shares 5,418 $414K 0.02% new 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: 1,885 shares; 2024Q4: 2,004 shares; 2025Q1: 1,885 shares; 2025Q2: 1,883 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,515 shares; 2026Q2: 2,446 shares 2,446 $413K 0.02% -69 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 759 shares; 2024Q4: 804 shares; 2025Q1: 698 shares; 2025Q2: 639 shares; 2025Q3: 919 shares; 2025Q4: 740 shares; 2026Q1: 736 shares; 2026Q2: 785 shares 785 $413K 0.02% +49 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: not reported; 2026Q1: 12,000 shares; 2026Q2: 34,000 shares 34,000 $413K 0.02% +22,000 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,373 shares; 2024Q4: 1,265 shares; 2025Q1: 1,360 shares; 2025Q2: 1,111 shares; 2025Q3: 1,581 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,466 shares 1,466 $413K 0.02% 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: 1,193 shares; 2024Q4: 867 shares; 2025Q1: 997 shares; 2025Q2: 1,692 shares; 2025Q3: not reported; 2025Q4: 964 shares; 2026Q1: not reported; 2026Q2: 1,059 shares 1,059 $410K 0.02% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,246 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,532 shares; 2026Q2: 1,525 shares 1,525 $409K 0.02% -7 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,710 shares; 2025Q4: 12,682 shares; 2026Q1: 14,046 shares; 2026Q2: 29,062 shares 29,062 $401K 0.02% +15,016 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,664 shares; 2024Q4: 4,666 shares; 2025Q1: 4,666 shares; 2025Q2: 9,247 shares; 2025Q3: 4,667 shares; 2025Q4: 4,669 shares; 2026Q1: 4,669 shares; 2026Q2: 4,670 shares 4,670 $399K 0.02% +1 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,150 shares; 2026Q2: 7,401 shares 7,401 $396K 0.02% +251 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 459 shares 459 $394K 0.02% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,239 shares; 2024Q4: 1,488 shares; 2025Q1: 1,090 shares; 2025Q2: 1,535 shares; 2025Q3: 1,369 shares; 2025Q4: 1,213 shares; 2026Q1: 1,328 shares; 2026Q2: 946 shares 946 $393K 0.02% -382 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: 1,067 shares; 2024Q4: 1,275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,501 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,641 shares 1,641 $391K 0.02% 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: 3,875 shares; 2024Q4: 4,503 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,937 shares; 2026Q2: 5,712 shares 5,712 $390K 0.02% -225 Timeline CTRN CITI TRENDS INC More: the full row for CITI TRENDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,721 shares; 2025Q3: 6,721 shares; 2025Q4: 6,721 shares; 2026Q1: 6,721 shares; 2026Q2: 6,721 shares 6,721 $389K 0.02% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,341 shares; 2024Q4: 2,168 shares; 2025Q1: 2,204 shares; 2025Q2: 2,425 shares; 2025Q3: 2,666 shares; 2025Q4: 2,621 shares; 2026Q1: 2,826 shares; 2026Q2: 2,498 shares 2,498 $385K 0.02% -328 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares; 2026Q2: 1,900 shares 1,900 $384K 0.02% -600 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,198 shares; 2024Q4: 7,052 shares; 2025Q1: 4,833 shares; 2025Q2: 5,167 shares; 2025Q3: 4,557 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,985 shares 7,985 $383K 0.02% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,556 shares; 2024Q4: 20,556 shares; 2025Q1: not reported; 2025Q2: 9,363 shares; 2025Q3: 9,363 shares; 2025Q4: 9,363 shares; 2026Q1: 9,363 shares; 2026Q2: 9,363 shares 9,363 $381K 0.02% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 512 shares; 2025Q1: 511 shares; 2025Q2: 485 shares; 2025Q3: 477 shares; 2025Q4: 467 shares; 2026Q1: 457 shares; 2026Q2: 477 shares 477 $379K 0.02% +20 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: 2,851 shares; 2024Q4: 3,077 shares; 2025Q1: 3,436 shares; 2025Q2: 4,122 shares; 2025Q3: 3,500 shares; 2025Q4: 3,545 shares; 2026Q1: 4,112 shares; 2026Q2: 3,076 shares 3,076 $379K 0.02% -1,036 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,416 shares 7,416 $376K 0.02% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,083 shares; 2026Q1: 4,053 shares; 2026Q2: 3,157 shares 3,157 $373K 0.02% -896 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,328 shares; 2026Q2: 4,471 shares 4,471 $372K 0.02% +143 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999 shares; 2024Q4: 1,068 shares; 2025Q1: 851 shares; 2025Q2: not reported; 2025Q3: 1,109 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,168 shares 1,168 $367K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,575 shares; 2024Q4: 14,253 shares; 2025Q1: 15,961 shares; 2025Q2: 15,548 shares; 2025Q3: 24,163 shares; 2025Q4: 24,819 shares; 2026Q1: 26,205 shares; 2026Q2: 26,432 shares 26,432 $367K 0.02% +227 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,920 shares; 2025Q4: not reported; 2026Q1: 3,030 shares; 2026Q2: 4,199 shares 4,199 $365K 0.02% +1,169 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,976 shares; 2024Q4: 3,501 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,843 shares 3,843 $363K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,381 shares; 2024Q4: 7,381 shares; 2025Q1: 6,743 shares; 2025Q2: 6,754 shares; 2025Q3: 6,770 shares; 2025Q4: 6,538 shares; 2026Q1: 6,572 shares; 2026Q2: 6,698 shares 6,698 $363K 0.02% +126 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,804 shares; 2025Q4: 4,225 shares; 2026Q1: 4,124 shares; 2026Q2: 4,413 shares 4,413 $362K 0.02% +289 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: 2,536 shares; 2024Q4: 3,198 shares; 2025Q1: 2,903 shares; 2025Q2: 2,694 shares; 2025Q3: 1,596 shares; 2025Q4: 1,510 shares; 2026Q1: 1,563 shares; 2026Q2: 1,596 shares 1,596 $362K 0.02% +33 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: 2,511 shares; 2024Q4: 3,008 shares; 2025Q1: 3,258 shares; 2025Q2: 4,215 shares; 2025Q3: 3,609 shares; 2025Q4: 2,587 shares; 2026Q1: 2,432 shares; 2026Q2: 2,125 shares 2,125 $361K 0.02% -307 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,469 shares; 2026Q2: 7,469 shares 7,469 $361K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,122 shares 5,122 $359K 0.02% new Timeline SPGP 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,092 shares; 2025Q4: 3,025 shares; 2026Q1: 2,984 shares; 2026Q2: 2,909 shares 2,909 $356K 0.02% -75 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: 2,395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,652 shares; 2025Q4: 1,682 shares; 2026Q1: 2,229 shares; 2026Q2: 1,497 shares 1,497 $356K 0.02% -732 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: 1,953 shares; 2024Q4: 1,907 shares; 2025Q1: 1,785 shares; 2025Q2: 1,748 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,140 shares 3,140 $347K 0.02% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,143 shares 1,143 $331K 0.02% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,413 shares; 2025Q1: 3,413 shares; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares; 2025Q4: 3,078 shares; 2026Q1: 3,349 shares; 2026Q2: 3,349 shares 3,349 $329K 0.02% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,218 shares; 2025Q1: 1,412 shares; 2025Q2: 2,013 shares; 2025Q3: 1,549 shares; 2025Q4: 1,554 shares; 2026Q1: 2,252 shares; 2026Q2: 2,678 shares 2,678 $328K 0.02% +426 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 reported; 2024Q4: 700 shares; 2025Q1: 948 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 860 shares 860 $323K 0.02% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 3,069 shares; 2026Q1: 3,136 shares; 2026Q2: 3,297 shares 3,297 $320K 0.02% +161 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,155 shares; 2024Q4: 7,328 shares; 2025Q1: 6,157 shares; 2025Q2: 5,963 shares; 2025Q3: 5,963 shares; 2025Q4: 5,964 shares; 2026Q1: 5,915 shares; 2026Q2: 5,966 shares 5,966 $320K 0.02% +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 reported; 2024Q4: 3,993 shares; 2025Q1: 17,217 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,917 shares; 2026Q2: 3,827 shares 3,827 $317K 0.02% +910 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: 2,103 shares; 2025Q1: 2,180 shares; 2025Q2: 1,555 shares; 2025Q3: 1,440 shares; 2025Q4: 1,234 shares; 2026Q1: 1,287 shares; 2026Q2: 1,238 shares 1,238 $317K 0.02% -49 Timeline XLRE 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: 7,070 shares; 2024Q4: 7,228 shares; 2025Q1: 13,458 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,187 shares; 2026Q1: 7,187 shares; 2026Q2: 7,187 shares 7,187 $316K 0.02% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,670 shares 17,670 $314K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,815 shares 2,815 $305K 0.02% new 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: 4,362 shares; 2024Q4: 5,336 shares; 2025Q1: 5,039 shares; 2025Q2: 4,173 shares; 2025Q3: 2,155 shares; 2025Q4: 2,111 shares; 2026Q1: 2,223 shares; 2026Q2: 2,247 shares 2,247 $304K 0.02% +24 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,108 shares; 2026Q2: 2,982 shares 2,982 $304K 0.02% +874 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,929 shares 1,929 $302K 0.02% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,095 shares 1,095 $297K 0.02% new Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,092 shares; 2026Q2: 14,092 shares 14,092 $295K 0.02% 0 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: 8,389 shares; 2024Q4: 7,247 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 623 shares; 2025Q4: 623 shares; 2026Q1: 623 shares; 2026Q2: 2,797 shares 2,797 $291K 0.02% +2,174 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,500 shares; 2025Q3: 12,500 shares; 2025Q4: not reported; 2026Q1: 18,500 shares; 2026Q2: 23,500 shares 23,500 $286K 0.02% +5,000 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,536 shares; 2024Q4: 6,536 shares; 2025Q1: 979 shares; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: not reported; 2026Q2: 979 shares 979 $285K 0.02% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,254 shares; 2025Q3: 2,081 shares; 2025Q4: 1,907 shares; 2026Q1: 1,719 shares; 2026Q2: 1,617 shares 1,617 $282K 0.02% -102 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,582 shares; 2024Q4: 14,582 shares; 2025Q1: 14,582 shares; 2025Q2: 14,582 shares; 2025Q3: 16,697 shares; 2025Q4: 15,791 shares; 2026Q1: 15,835 shares; 2026Q2: 15,724 shares 15,724 $282K 0.02% -111 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,669 shares; 2024Q4: 3,012 shares; 2025Q1: 3,160 shares; 2025Q2: 2,577 shares; 2025Q3: 3,080 shares; 2025Q4: 5,167 shares; 2026Q1: 5,171 shares; 2026Q2: 5,277 shares 5,277 $280K 0.02% +106 Timeline EWN ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,408 shares; 2025Q4: 4,408 shares; 2026Q1: 4,757 shares; 2026Q2: 3,949 shares 3,949 $278K 0.02% -808 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,106 shares; 2026Q2: 6,168 shares 6,168 $272K 0.02% +62 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,474 shares 25,474 $271K 0.02% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,976 shares; 2025Q4: 6,127 shares; 2026Q1: 4,781 shares; 2026Q2: 4,950 shares 4,950 $269K 0.02% +169 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,996 shares; 2025Q4: 4,996 shares; 2026Q1: 5,390 shares; 2026Q2: 4,514 shares 4,514 $268K 0.02% -876 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,711 shares; 2026Q1: 5,411 shares; 2026Q2: 5,236 shares 5,236 $267K 0.02% -175 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,460 shares; 2026Q2: 3,460 shares 3,460 $266K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,773 shares; 2025Q4: 1,773 shares; 2026Q1: 1,773 shares; 2026Q2: 1,773 shares 1,773 $263K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,264 shares; 2024Q4: 4,664 shares; 2025Q1: 4,349 shares; 2025Q2: 3,979 shares; 2025Q3: 3,391 shares; 2025Q4: 3,257 shares; 2026Q1: 3,110 shares; 2026Q2: 3,104 shares 3,104 $263K 0.02% -6 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares; 2026Q2: 21,000 shares 21,000 $256K 0.02% +10,000 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,039 shares 2,039 $254K 0.02% new Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,850 shares 9,850 $254K 0.02% new Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,091 shares; 2025Q4: 5,091 shares; 2026Q1: 5,509 shares; 2026Q2: 5,015 shares 5,015 $251K 0.01% -494 Timeline SLYV 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 reported; 2024Q4: 2,296 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,296 shares; 2025Q4: 2,296 shares; 2026Q1: 2,296 shares; 2026Q2: 2,296 shares 2,296 $251K 0.01% 0 Timeline GDXJ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,530 shares; 2026Q2: 2,515 shares 2,515 $247K 0.01% -15 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,282 shares; 2024Q4: 4,571 shares; 2025Q1: 3,746 shares; 2025Q2: 3,713 shares; 2025Q3: 3,546 shares; 2025Q4: 3,485 shares; 2026Q1: 3,475 shares; 2026Q2: 3,461 shares 3,461 $246K 0.01% -14 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: 11,317 shares; 2024Q4: 11,340 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,122 shares; 2026Q2: 4,138 shares 4,138 $246K 0.01% +16 Timeline XLC 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: 79,877 shares; 2024Q4: 79,990 shares; 2025Q1: 75,632 shares; 2025Q2: 87,121 shares; 2025Q3: 80,227 shares; 2025Q4: 81,408 shares; 2026Q1: 2,518 shares; 2026Q2: 2,290 shares 2,290 $245K 0.01% -228 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,278 shares; 2025Q1: 4,060 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares; 2026Q1: 1,770 shares; 2026Q2: 1,636 shares 1,636 $240K 0.01% -134 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 1,211 shares; 2026Q1: 1,210 shares; 2026Q2: 1,197 shares 1,197 $233K 0.01% -13 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,911 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,058 shares 3,058 $232K 0.01% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,320 shares 4,320 $232K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,002 shares; 2026Q2: 3,002 shares 3,002 $230K 0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,856 shares; 2026Q1: not reported; 2026Q2: 1,679 shares 1,679 $228K 0.01% new Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,798 shares; 2026Q2: 21,089 shares 21,089 $223K 0.01% -3,709 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,110 shares; 2024Q4: 16,110 shares; 2025Q1: 27,780 shares; 2025Q2: 12,646 shares; 2025Q3: 4,814 shares; 2025Q4: 4,814 shares; 2026Q1: 4,814 shares; 2026Q2: 3,256 shares 3,256 $220K 0.01% -1,558 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,192 shares; 2025Q1: 6,723 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,301 shares 5,301 $219K 0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,451 shares; 2024Q4: 3,491 shares; 2025Q1: 3,562 shares; 2025Q2: 3,380 shares; 2025Q3: 3,324 shares; 2025Q4: 3,301 shares; 2026Q1: 3,301 shares; 2026Q2: 1,375 shares 1,375 $219K 0.01% -1,926 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,105 shares; 2025Q1: not reported; 2025Q2: 921 shares; 2025Q3: 922 shares; 2025Q4: 1,846 shares; 2026Q1: 1,848 shares; 2026Q2: 1,850 shares 1,850 $217K 0.01% +2 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,241 shares 10,241 $216K 0.01% new Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,346 shares 10,346 $215K 0.01% new Timeline CGNT COGNYTE SOFTWARE LTD More: the full row for COGNYTE SOFTWARE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,300 shares 24,300 $213K 0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,718 shares; 2026Q1: 15,789 shares; 2026Q2: 17,689 shares 17,689 $210K 0.01% +1,900 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,532 shares 1,532 $209K 0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,372 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 522 shares 522 $207K 0.01% new 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: 2,711 shares; 2024Q4: 3,086 shares; 2025Q1: 2,520 shares; 2025Q2: 2,398 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,643 shares; 2026Q2: 1,724 shares 1,724 $207K 0.01% -1,919 Timeline RONB BARON ETF TR More: the full row for BARON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,422 shares 8,422 $205K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,151 shares; 2024Q4: 2,329 shares; 2025Q1: 3,088 shares; 2025Q2: 1,964 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,489 shares 1,489 $205K 0.01% new Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,570 shares; 2026Q2: 800 shares 800 $202K 0.01% -770 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,192 shares; 2024Q4: 5,016 shares; 2025Q1: 4,549 shares; 2025Q2: 3,858 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,266 shares 3,266 $202K 0.01% new Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,469 shares; 2024Q4: 140,469 shares; 2025Q1: 140,469 shares; 2025Q2: 140,469 shares; 2025Q3: 140,469 shares; 2025Q4: 136,145 shares; 2026Q1: 136,145 shares; 2026Q2: 136,145 shares 136,145 $177K 0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,146 shares; 2026Q2: 3,354 shares 3,354 $167K 0.01% -792 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,664 shares; 2026Q2: 2,133 shares 2,133 $166K 0.01% -1,531 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,000 shares 40,000 $146K 0.01% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $146K 0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,662 shares; 2025Q4: 12,374 shares; 2026Q1: 13,598 shares; 2026Q2: 14,347 shares 14,347 $137K 0.01% +749 Timeline AGEN AGENUS INC More: the full row for AGENUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,450 shares; 2024Q4: 41,450 shares; 2025Q1: 41,000 shares; 2025Q2: 41,000 shares; 2025Q3: 41,000 shares; 2025Q4: 41,000 shares; 2026Q1: 41,000 shares; 2026Q2: 41,000 shares 41,000 $125K 0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,372 shares; 2024Q4: 1,272 shares; 2025Q1: 1,194 shares; 2025Q2: 1,201 shares; 2025Q3: 1,105 shares; 2025Q4: 1,122 shares; 2026Q1: 1,064 shares; 2026Q2: 860 shares 860 $121K 0.01% -204 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,200 shares 12,200 $118K 0.01% new Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,516 shares 12,516 $118K 0.01% new Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $87.7K 0.01% 0 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,796 shares; 2026Q2: 21,248 shares 21,248 $82.7K <0.01% +5,452 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,158 shares; 2025Q1: 12,974 shares; 2025Q2: 11,463 shares; 2025Q3: 21,636 shares; 2025Q4: 21,120 shares; 2026Q1: 30,656 shares; 2026Q2: 34,027 shares 34,027 $76.6K <0.01% +3,371 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,970 shares; 2024Q4: 18,970 shares; 2025Q1: 17,370 shares; 2025Q2: 16,270 shares; 2025Q3: 17,270 shares; 2025Q4: 16,100 shares; 2026Q1: 16,100 shares; 2026Q2: 10,100 shares 10,100 $65.3K <0.01% -6,000 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,960 shares; 2026Q2: 11,960 shares 11,960 $58.5K <0.01% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,416 shares; 2026Q2: 18,376 shares 18,376 $56.2K <0.01% +2,960 Timeline NSPR INSPIREMD INC More: the full row for INSPIREMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $10.5K <0.01% 0 Timeline