NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 202,972 shares; 2025Q1: 190,891 shares; 2025Q2: 191,888 shares; 2025Q3: 190,163 shares; 2025Q4: 192,498 shares; 2026Q1: 182,129 shares; 2026Q2: 178,060 shares 178,060 $35.6M 4.81% -4,069 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,490 shares; 2025Q1: 60,287 shares; 2025Q2: 63,284 shares; 2025Q3: 68,022 shares; 2025Q4: 73,623 shares; 2026Q1: 77,853 shares; 2026Q2: 79,541 shares 79,541 $27.1M 3.66% +1,688 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 100,366 shares; 2025Q1: 96,179 shares; 2025Q2: 94,580 shares; 2025Q3: 92,415 shares; 2025Q4: 96,399 shares; 2026Q1: 94,727 shares; 2026Q2: 93,405 shares 93,405 $27M 3.65% -1,322 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,495 shares; 2025Q1: 58,439 shares; 2025Q2: 55,350 shares; 2025Q3: 55,165 shares; 2025Q4: 60,095 shares; 2026Q1: 60,061 shares; 2026Q2: 45,051 shares 45,051 $19.4M 2.63% -15,010 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 197,414 shares; 2025Q1: 213,181 shares; 2025Q2: 235,881 shares; 2025Q3: 238,221 shares; 2025Q4: 280,032 shares; 2026Q1: 422,746 shares; 2026Q2: 457,926 shares 457,926 $18.5M 2.5% +35,180 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54,760 shares; 2025Q1: 56,499 shares; 2025Q2: 60,263 shares; 2025Q3: 60,132 shares; 2025Q4: 68,654 shares; 2026Q1: 69,899 shares; 2026Q2: 69,596 shares 69,596 $16.6M 2.24% -303 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 loaded; 2024Q4: 36,027 shares; 2025Q1: 149,967 shares; 2025Q2: 124,237 shares; 2025Q3: 124,877 shares; 2025Q4: 134,648 shares; 2026Q1: 134,624 shares; 2026Q2: 168,267 shares 168,267 $16.5M 2.23% +33,643 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,225 shares; 2025Q1: not reported; 2025Q2: 24,698 shares; 2025Q3: 25,084 shares; 2025Q4: 27,020 shares; 2026Q1: 19,805 shares; 2026Q2: 19,760 shares 19,760 $15.8M 2.13% -45 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,274 shares; 2025Q1: 46,848 shares; 2025Q2: 48,108 shares; 2025Q3: 45,303 shares; 2025Q4: 43,547 shares; 2026Q1: 41,661 shares; 2026Q2: 41,396 shares 41,396 $15.6M 2.11% -265 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,958 shares; 2025Q1: 34,097 shares; 2025Q2: 35,347 shares; 2025Q3: 35,286 shares; 2025Q4: 38,290 shares; 2026Q1: 40,704 shares; 2026Q2: 41,471 shares 41,471 $15.5M 2.09% +767 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,211 shares; 2025Q1: 38,025 shares; 2025Q2: 37,814 shares; 2025Q3: 38,014 shares; 2025Q4: 40,939 shares; 2026Q1: 41,207 shares; 2026Q2: 41,701 shares 41,701 $14.9M 2.01% +494 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,362 shares; 2025Q1: 45,468 shares; 2025Q2: 46,019 shares; 2025Q3: 45,552 shares; 2025Q4: 48,417 shares; 2026Q1: 44,688 shares; 2026Q2: 44,770 shares 44,770 $14.7M 1.98% +82 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 69,614 shares; 2025Q1: 55,711 shares; 2025Q2: 49,809 shares; 2025Q3: 49,862 shares; 2025Q4: 54,619 shares; 2026Q1: 54,265 shares; 2026Q2: 54,288 shares 54,288 $14.6M 1.97% +23 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 loaded; 2024Q4: 190,000 shares; 2025Q1: 190,000 shares; 2025Q2: 190,000 shares; 2025Q3: 190,000 shares; 2025Q4: 190,000 shares; 2026Q1: 190,100 shares; 2026Q2: 190,240 shares 190,240 $14.5M 1.96% +140 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,276 shares; 2025Q1: 35,932 shares; 2025Q2: 37,939 shares; 2025Q3: 37,955 shares; 2025Q4: 40,911 shares; 2026Q1: 41,572 shares; 2026Q2: 41,960 shares 41,960 $14.4M 1.94% +388 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 195,332 shares; 2025Q1: 199,139 shares; 2025Q2: 209,132 shares; 2025Q3: 208,332 shares; 2025Q4: 222,877 shares; 2026Q1: 222,952 shares; 2026Q2: 225,144 shares 225,144 $12.8M 1.73% +2,192 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 loaded; 2024Q4: 28,556 shares; 2025Q1: 37,224 shares; 2025Q2: 40,077 shares; 2025Q3: 40,070 shares; 2025Q4: 44,539 shares; 2026Q1: 45,175 shares; 2026Q2: 47,689 shares 47,689 $11.7M 1.58% +2,514 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,578 shares; 2025Q1: 52,593 shares; 2025Q2: 53,858 shares; 2025Q3: 54,028 shares; 2025Q4: 58,531 shares; 2026Q1: 65,630 shares; 2026Q2: 66,925 shares 66,925 $11.6M 1.57% +1,295 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,176 shares; 2025Q1: 9,226 shares; 2025Q2: 19,024 shares; 2025Q3: 19,107 shares; 2025Q4: 21,418 shares; 2026Q1: 22,538 shares; 2026Q2: 27,182 shares 27,182 $11.6M 1.56% +4,644 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 loaded; 2024Q4: 100,956 shares; 2025Q1: 105,624 shares; 2025Q2: 111,906 shares; 2025Q3: 114,426 shares; 2025Q4: 125,425 shares; 2026Q1: 127,773 shares; 2026Q2: 129,143 shares 129,143 $10.8M 1.45% +1,370 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 159,433 shares; 2025Q1: 111,043 shares; 2025Q2: 119,728 shares; 2025Q3: 120,783 shares; 2025Q4: 130,745 shares; 2026Q1: 132,743 shares; 2026Q2: 160,442 shares 160,442 $10.2M 1.38% +27,699 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,223 shares; 2025Q1: 27,713 shares; 2025Q2: 27,946 shares; 2025Q3: 27,894 shares; 2025Q4: 30,441 shares; 2026Q1: 29,928 shares; 2026Q2: 30,143 shares 30,143 $10.2M 1.38% +215 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,838 shares; 2025Q1: 27,041 shares; 2025Q2: 30,249 shares; 2025Q3: 30,416 shares; 2025Q4: 33,985 shares; 2026Q1: 34,983 shares; 2026Q2: 36,322 shares 36,322 $10.1M 1.37% +1,339 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,223 shares; 2025Q1: 25,073 shares; 2025Q2: 26,362 shares; 2025Q3: 26,304 shares; 2025Q4: 28,604 shares; 2026Q1: 28,267 shares; 2026Q2: 27,582 shares 27,582 $9.75M 1.32% -685 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,357 shares; 2025Q1: 14,062 shares; 2025Q2: 14,071 shares; 2025Q3: 13,921 shares; 2025Q4: 13,808 shares; 2026Q1: 13,736 shares; 2026Q2: 13,581 shares 13,581 $9.55M 1.29% -155 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: not loaded; 2024Q4: 5,692 shares; 2025Q1: 17,322 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,952 shares; 2026Q1: 146,584 shares; 2026Q2: 151,387 shares 151,387 $9.52M 1.29% +4,803 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,486 shares; 2025Q1: 2,723 shares; 2025Q2: 2,927 shares; 2025Q3: 2,674 shares; 2025Q4: 2,777 shares; 2026Q1: 2,775 shares; 2026Q2: 7,175 shares 7,175 $8.61M 1.16% +4,400 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,885 shares; 2025Q1: 21,488 shares; 2025Q2: 20,605 shares; 2025Q3: 21,001 shares; 2025Q4: 23,565 shares; 2026Q1: 24,307 shares; 2026Q2: 24,764 shares 24,764 $8.44M 1.14% +457 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 loaded; 2024Q4: 73,487 shares; 2025Q1: 90,952 shares; 2025Q2: 90,911 shares; 2025Q3: 89,986 shares; 2025Q4: 96,876 shares; 2026Q1: 98,759 shares; 2026Q2: 99,244 shares 99,244 $8.4M 1.14% +485 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,390 shares; 2025Q1: 45,296 shares; 2025Q2: 46,325 shares; 2025Q3: 46,575 shares; 2025Q4: 49,649 shares; 2026Q1: 50,054 shares; 2026Q2: 50,237 shares 50,237 $8.33M 1.13% +183 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: not loaded; 2024Q4: 104,767 shares; 2025Q1: 101,622 shares; 2025Q2: 103,013 shares; 2025Q3: 103,743 shares; 2025Q4: 109,305 shares; 2026Q1: 108,465 shares; 2026Q2: 116,694 shares 116,694 $8.31M 1.12% +8,229 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,153 shares; 2025Q1: 18,855 shares; 2025Q2: 20,353 shares; 2025Q3: 20,612 shares; 2025Q4: 23,180 shares; 2026Q1: 24,218 shares; 2026Q2: 25,210 shares 25,210 $7.94M 1.07% +992 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 159,631 shares; 2025Q1: 165,616 shares; 2025Q2: 165,751 shares; 2025Q3: 165,531 shares; 2025Q4: 179,844 shares; 2026Q1: 147,664 shares; 2026Q2: 147,479 shares 147,479 $7.92M 1.07% -185 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,811 shares; 2026Q2: 30,873 shares 30,873 $7.86M 1.06% +6,062 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,286 shares; 2025Q1: 49,216 shares; 2025Q2: 51,263 shares; 2025Q3: 45,408 shares; 2025Q4: 50,883 shares; 2026Q1: 52,904 shares; 2026Q2: 54,114 shares 54,114 $7.4M 1% +1,210 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 loaded; 2024Q4: 15,493 shares; 2025Q1: 17,245 shares; 2025Q2: 18,521 shares; 2025Q3: 18,646 shares; 2025Q4: 20,412 shares; 2026Q1: 20,038 shares; 2026Q2: 87,718 shares 87,718 $7.07M 0.95% +67,680 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,337 shares; 2025Q1: 14,281 shares; 2025Q2: 7,281 shares; 2025Q3: 7,351 shares; 2025Q4: 9,810 shares; 2026Q1: 11,126 shares; 2026Q2: 51,131 shares 51,131 $6.81M 0.92% +40,005 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 33,117 shares; 2025Q3: 33,569 shares; 2025Q4: 35,454 shares; 2026Q1: 35,219 shares; 2026Q2: 35,304 shares 35,304 $6.71M 0.91% +85 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 loaded; 2024Q4: 114,660 shares; 2025Q1: 113,356 shares; 2025Q2: 118,383 shares; 2025Q3: 119,343 shares; 2025Q4: 128,095 shares; 2026Q1: 178,830 shares; 2026Q2: 133,409 shares 133,409 $6.59M 0.89% -45,421 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: not loaded; 2024Q4: 34,317 shares; 2025Q1: 28,207 shares; 2025Q2: 30,217 shares; 2025Q3: 30,983 shares; 2025Q4: 34,881 shares; 2026Q1: 35,734 shares; 2026Q2: 29,677 shares 29,677 $6.55M 0.89% -6,057 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,048 shares; 2025Q1: 23,582 shares; 2025Q2: 24,147 shares; 2025Q3: 24,066 shares; 2025Q4: 25,880 shares; 2026Q1: 25,499 shares; 2026Q2: 25,823 shares 25,823 $6.41M 0.87% +324 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,507 shares; 2026Q1: 68,663 shares; 2026Q2: 71,085 shares 71,085 $6.3M 0.85% +2,422 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: not loaded; 2024Q4: 61,412 shares; 2025Q1: 66,242 shares; 2025Q2: 54,692 shares; 2025Q3: 57,172 shares; 2025Q4: 63,128 shares; 2026Q1: 64,563 shares; 2026Q2: 64,768 shares 64,768 $6.05M 0.82% +205 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,720 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 10,013 shares; 2026Q1: 21,272 shares; 2026Q2: 22,774 shares 22,774 $5.82M 0.79% +1,502 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 46,656 shares; 2025Q1: 67,386 shares; 2025Q2: 57,671 shares; 2025Q3: 58,246 shares; 2025Q4: 64,019 shares; 2026Q1: 79,859 shares; 2026Q2: 93,029 shares 93,029 $5.71M 0.77% +13,170 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 loaded; 2024Q4: 122,079 shares; 2025Q1: 79,540 shares; 2025Q2: 181,425 shares; 2025Q3: 173,410 shares; 2025Q4: 118,615 shares; 2026Q1: 127,532 shares; 2026Q2: 69,117 shares 69,117 $5.68M 0.77% -58,415 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,010 shares; 2025Q1: 16,735 shares; 2025Q2: 17,750 shares; 2025Q3: 19,360 shares; 2025Q4: 143,451 shares; 2026Q1: 158,501 shares; 2026Q2: 157,456 shares 157,456 $5.53M 0.75% -1,045 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 loaded; 2024Q4: 19,225 shares; 2025Q1: 23,480 shares; 2025Q2: 23,334 shares; 2025Q3: 22,974 shares; 2025Q4: 24,274 shares; 2026Q1: 20,719 shares; 2026Q2: 20,804 shares 20,804 $5.31M 0.72% +85 Timeline VGNT VERSIGENT PLC More: the full row for VERSIGENT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 125,360 shares 125,360 $5.27M 0.71% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,633 shares; 2025Q1: 4,819 shares; 2025Q2: 7,741 shares; 2025Q3: 7,299 shares; 2025Q4: 7,305 shares; 2026Q1: 6,894 shares; 2026Q2: 6,913 shares 6,913 $5.18M 0.7% +19 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: not loaded; 2024Q4: 8,083 shares; 2025Q1: 8,531 shares; 2025Q2: 8,812 shares; 2025Q3: 8,897 shares; 2025Q4: 9,816 shares; 2026Q1: 9,975 shares; 2026Q2: 9,926 shares 9,926 $5.06M 0.68% -49 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,807 shares; 2025Q1: 7,933 shares; 2025Q2: 8,167 shares; 2025Q3: 8,190 shares; 2025Q4: 8,998 shares; 2026Q1: 9,217 shares; 2026Q2: 9,376 shares 9,376 $4.82M 0.65% +159 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,390 shares; 2025Q2: 7,537 shares; 2025Q3: 7,878 shares; 2025Q4: 7,124 shares; 2026Q1: 10,234 shares; 2026Q2: 9,926 shares 9,926 $4.56M 0.62% -308 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,014 shares 7,014 $4.45M 0.6% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,962 shares; 2025Q3: 19,962 shares; 2025Q4: 23,262 shares; 2026Q1: 19,177 shares; 2026Q2: 20,312 shares 20,312 $4.32M 0.58% +1,135 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 loaded; 2024Q4: 611 shares; 2025Q1: 1,965 shares; 2025Q2: 2,151 shares; 2025Q3: 2,223 shares; 2025Q4: 2,392 shares; 2026Q1: 2,791 shares; 2026Q2: 2,529 shares 2,529 $4.29M 0.58% -262 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 340 shares; 2025Q3: 345 shares; 2025Q4: 1,380 shares; 2026Q1: 33,635 shares; 2026Q2: 42,251 shares 42,251 $4.19M 0.57% +8,616 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,052 shares; 2025Q1: 5,158 shares; 2025Q2: 5,517 shares; 2025Q3: 5,512 shares; 2025Q4: 5,601 shares; 2026Q1: 3,987 shares; 2026Q2: 5,614 shares 5,614 $4.19M 0.57% +1,627 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,391 shares; 2025Q2: 15,851 shares; 2025Q3: 16,288 shares; 2025Q4: 18,741 shares; 2026Q1: 19,373 shares; 2026Q2: 19,125 shares 19,125 $4.08M 0.55% -248 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,600 shares; 2025Q1: 34,600 shares; 2025Q2: 34,800 shares; 2025Q3: 34,800 shares; 2025Q4: 38,150 shares; 2026Q1: 35,400 shares; 2026Q2: 41,658 shares 41,658 $4.02M 0.54% +6,258 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58,024 shares; 2025Q1: 59,155 shares; 2025Q2: 15,881 shares; 2025Q3: 16,521 shares; 2025Q4: 21,352 shares; 2026Q1: 23,472 shares; 2026Q2: 24,906 shares 24,906 $3.94M 0.53% +1,434 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,681 shares; 2025Q1: 54,272 shares; 2025Q2: 62,437 shares; 2025Q3: 60,962 shares; 2025Q4: 63,064 shares; 2026Q1: 63,324 shares; 2026Q2: 63,404 shares 63,404 $3.83M 0.52% +80 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,054 shares; 2025Q1: 15,110 shares; 2025Q2: 15,462 shares; 2025Q3: 14,246 shares; 2025Q4: 14,552 shares; 2026Q1: 14,662 shares; 2026Q2: 14,798 shares 14,798 $3.72M 0.5% +136 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,358 shares; 2025Q1: 33,476 shares; 2025Q2: 30,036 shares; 2025Q3: 34,511 shares; 2025Q4: 32,711 shares; 2026Q1: 42,715 shares; 2026Q2: 33,655 shares 33,655 $3.09M 0.42% -9,060 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,993 shares 11,993 $2.69M 0.36% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,618 shares; 2025Q1: 7,847 shares; 2025Q2: 7,468 shares; 2025Q3: 7,405 shares; 2025Q4: 7,769 shares; 2026Q1: 7,620 shares; 2026Q2: 7,495 shares 7,495 $2.64M 0.36% -125 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,928 shares 11,928 $2.64M 0.36% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,488 shares; 2025Q1: 5,488 shares; 2025Q2: 5,217 shares; 2025Q3: 5,213 shares; 2025Q4: 5,240 shares; 2026Q1: 5,243 shares; 2026Q2: 20,964 shares 20,964 $2.6M 0.35% +15,721 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: not loaded; 2024Q4: 42,580 shares; 2025Q1: 43,745 shares; 2025Q2: 43,655 shares; 2025Q3: 43,415 shares; 2025Q4: 45,232 shares; 2026Q1: 46,297 shares; 2026Q2: 46,397 shares 46,397 $2.52M 0.34% +100 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,940 shares; 2025Q2: 25,970 shares; 2025Q3: 26,255 shares; 2025Q4: 29,380 shares; 2026Q1: not reported; 2026Q2: 54,915 shares 54,915 $2.39M 0.32% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,783 shares 19,783 $2.36M 0.32% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,101 shares; 2026Q1: 2,878 shares; 2026Q2: 3,219 shares 3,219 $2.21M 0.3% +341 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,795 shares; 2025Q1: 9,795 shares; 2025Q2: 16,083 shares; 2025Q3: 16,083 shares; 2025Q4: 16,733 shares; 2026Q1: 14,803 shares; 2026Q2: 14,804 shares 14,804 $2.2M 0.3% +1 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,497 shares; 2025Q1: 3,311 shares; 2025Q2: 5,414 shares; 2025Q3: 5,454 shares; 2025Q4: 7,955 shares; 2026Q1: 7,077 shares; 2026Q2: 7,079 shares 7,079 $2.15M 0.29% +2 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,326 shares; 2025Q1: 35,510 shares; 2025Q2: 37,415 shares; 2025Q3: 37,272 shares; 2025Q4: 40,909 shares; 2026Q1: 27,398 shares; 2026Q2: 11,104 shares 11,104 $2.12M 0.29% -16,294 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: not loaded; 2024Q4: 73,446 shares; 2025Q1: 73,446 shares; 2025Q2: 73,446 shares; 2025Q3: 73,446 shares; 2025Q4: 65,900 shares; 2026Q1: 65,900 shares; 2026Q2: 65,900 shares 65,900 $2.05M 0.28% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,752 shares; 2025Q1: 22,370 shares; 2025Q2: 23,557 shares; 2025Q3: 28,433 shares; 2025Q4: 29,046 shares; 2026Q1: 32,921 shares; 2026Q2: 15,980 shares 15,980 $1.99M 0.27% -16,941 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,899 shares; 2025Q1: 3,669 shares; 2025Q2: 3,797 shares; 2025Q3: 3,587 shares; 2025Q4: 3,622 shares; 2026Q1: 3,967 shares; 2026Q2: 3,942 shares 3,942 $1.97M 0.27% -25 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,909 shares; 2025Q1: 2,082 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares; 2025Q4: 2,164 shares; 2026Q1: 2,104 shares; 2026Q2: 2,104 shares 2,104 $1.97M 0.27% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,805 shares; 2025Q1: 21,805 shares; 2025Q2: 21,805 shares; 2025Q3: 21,805 shares; 2025Q4: 21,805 shares; 2026Q1: 24,800 shares; 2026Q2: 24,800 shares 24,800 $1.91M 0.26% 0 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: not loaded; 2024Q4: 86,000 shares; 2025Q1: 86,000 shares; 2025Q2: 86,000 shares; 2025Q3: 94,000 shares; 2025Q4: 94,000 shares; 2026Q1: 95,600 shares; 2026Q2: 181,100 shares 181,100 $1.78M 0.24% +85,500 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,735 shares; 2025Q1: 14,518 shares; 2025Q2: 15,595 shares; 2025Q3: 15,335 shares; 2025Q4: 17,570 shares; 2026Q1: 17,850 shares; 2026Q2: 17,015 shares 17,015 $1.77M 0.24% -835 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,667 shares; 2026Q2: 10,545 shares 10,545 $1.74M 0.24% +878 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,926 shares; 2025Q1: 22,286 shares; 2025Q2: 18,135 shares; 2025Q3: 17,405 shares; 2025Q4: 19,105 shares; 2026Q1: 19,440 shares; 2026Q2: 19,727 shares 19,727 $1.73M 0.23% +287 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,125 shares; 2025Q1: 17,620 shares; 2025Q2: 18,157 shares; 2025Q3: 17,902 shares; 2025Q4: 19,905 shares; 2026Q1: 20,235 shares; 2026Q2: 20,456 shares 20,456 $1.66M 0.22% +221 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,862 shares; 2025Q1: 3,109 shares; 2025Q2: 3,184 shares; 2025Q3: 2,868 shares; 2025Q4: 3,120 shares; 2026Q1: 3,128 shares; 2026Q2: 2,983 shares 2,983 $1.52M 0.21% -145 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,715 shares; 2025Q1: 17,735 shares; 2025Q2: 18,375 shares; 2025Q3: 18,215 shares; 2025Q4: 21,653 shares; 2026Q1: 25,161 shares; 2026Q2: 26,261 shares 26,261 $1.51M 0.2% +1,100 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,879 shares; 2025Q1: 4,879 shares; 2025Q2: 4,459 shares; 2025Q3: 4,459 shares; 2025Q4: 9,758 shares; 2026Q1: 12,388 shares; 2026Q2: 7,688 shares 7,688 $1.46M 0.2% -4,700 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,197 shares; 2025Q3: 5,197 shares; 2025Q4: 5,197 shares; 2026Q1: 5,197 shares; 2026Q2: 6,343 shares 6,343 $1.44M 0.19% +1,146 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,647 shares; 2025Q1: 19,250 shares; 2025Q2: 17,094 shares; 2025Q3: 17,573 shares; 2025Q4: 5,234 shares; 2026Q1: 3,462 shares; 2026Q2: 3,451 shares 3,451 $1.43M 0.19% -11 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 63,522 shares; 2025Q1: 42,870 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,228 shares; 2026Q1: 7,863 shares; 2026Q2: 8,203 shares 8,203 $1.39M 0.19% +340 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,448 shares; 2025Q1: 2,385 shares; 2025Q2: 2,810 shares; 2025Q3: 3,285 shares; 2025Q4: 2,959 shares; 2026Q1: 3,009 shares; 2026Q2: 3,300 shares 3,300 $1.39M 0.19% +291 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,324 shares 9,324 $1.27M 0.17% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,122 shares; 2026Q1: 31,236 shares; 2026Q2: 23,756 shares 23,756 $1.21M 0.16% -7,480 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,410 shares; 2025Q1: 10,410 shares; 2025Q2: 10,707 shares; 2025Q3: 10,492 shares; 2025Q4: 11,342 shares; 2026Q1: 10,662 shares; 2026Q2: 10,662 shares 10,662 $1.17M 0.16% 0 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 loaded; 2024Q4: 6,783 shares; 2025Q1: 6,783 shares; 2025Q2: 6,613 shares; 2025Q3: 6,613 shares; 2025Q4: 7,887 shares; 2026Q1: 7,887 shares; 2026Q2: 7,887 shares 7,887 $1.15M 0.16% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,665 shares; 2026Q1: 5,862 shares; 2026Q2: 5,942 shares 5,942 $1.13M 0.15% +80 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,830 shares; 2025Q1: 3,470 shares; 2025Q2: 3,765 shares; 2025Q3: 3,510 shares; 2025Q4: 4,060 shares; 2026Q1: 3,973 shares; 2026Q2: 4,138 shares 4,138 $1.12M 0.15% +165 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,092 shares 9,092 $1.08M 0.15% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,800 shares; 2025Q1: 8,900 shares; 2025Q2: 9,269 shares; 2025Q3: 11,069 shares; 2025Q4: 11,069 shares; 2026Q1: 11,169 shares; 2026Q2: 14,319 shares 14,319 $1.07M 0.14% +3,150 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,084 shares; 2026Q1: 947 shares; 2026Q2: 968 shares 968 $1.03M 0.14% +21 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,200 shares 55,200 $1.02M 0.14% new Timeline AVR ANTERIS TECHNOLOGIES GLOBAL More: the full row for ANTERIS TECHNOLOGIES GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,500 shares; 2025Q3: 91,000 shares; 2025Q4: 95,560 shares; 2026Q1: 101,560 shares; 2026Q2: 102,060 shares 102,060 $1.01M 0.14% +500 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,500 shares; 2025Q1: 13,300 shares; 2025Q2: 13,700 shares; 2025Q3: 14,400 shares; 2025Q4: 14,400 shares; 2026Q1: 14,400 shares; 2026Q2: 14,400 shares 14,400 $983K 0.13% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,450 shares; 2025Q1: 52,140 shares; 2025Q2: 46,649 shares; 2025Q3: 46,099 shares; 2025Q4: 27,162 shares; 2026Q1: 26,829 shares; 2026Q2: 40,529 shares 40,529 $976K 0.13% +13,700 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 3,082 shares; 2025Q3: 3,082 shares; 2025Q4: 3,195 shares; 2026Q1: 3,195 shares; 2026Q2: 3,160 shares 3,160 $949K 0.13% -35 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,350 shares; 2025Q1: 25,900 shares; 2025Q2: 26,600 shares; 2025Q3: 26,600 shares; 2025Q4: 26,600 shares; 2026Q1: 26,600 shares; 2026Q2: 26,600 shares 26,600 $940K 0.13% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,142 shares; 2025Q1: 11,187 shares; 2025Q2: 3,232 shares; 2025Q3: 3,232 shares; 2025Q4: 3,714 shares; 2026Q1: 3,574 shares; 2026Q2: 3,630 shares 3,630 $922K 0.12% +56 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 4,900 shares; 2026Q2: 4,900 shares 4,900 $922K 0.12% 0 Timeline TX TERNIUM SA More: the full row for TERNIUM SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,800 shares; 2025Q1: 15,800 shares; 2025Q2: 17,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 21,000 shares 21,000 $897K 0.12% +3,000 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,635 shares; 2025Q1: 8,000 shares; 2025Q2: 8,550 shares; 2025Q3: 8,510 shares; 2025Q4: 10,186 shares; 2026Q1: 10,681 shares; 2026Q2: 10,796 shares 10,796 $845K 0.11% +115 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,680 shares; 2025Q4: not reported; 2026Q1: 4,775 shares; 2026Q2: 5,025 shares 5,025 $818K 0.11% +250 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,575 shares 14,575 $816K 0.11% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,532 shares; 2025Q1: 3,532 shares; 2025Q2: 3,572 shares; 2025Q3: 3,572 shares; 2025Q4: 3,572 shares; 2026Q1: 3,622 shares; 2026Q2: 3,622 shares 3,622 $810K 0.11% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,160 shares 4,160 $810K 0.11% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,845 shares; 2025Q1: 2,155 shares; 2025Q2: 2,155 shares; 2025Q3: 2,135 shares; 2025Q4: 2,144 shares; 2026Q1: 2,144 shares; 2026Q2: 2,144 shares 2,144 $790K 0.11% 0 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: not loaded; 2024Q4: 7,255 shares; 2025Q1: 7,505 shares; 2025Q2: 6,376 shares; 2025Q3: 6,076 shares; 2025Q4: 6,151 shares; 2026Q1: 6,151 shares; 2026Q2: 6,151 shares 6,151 $779K 0.11% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 815 shares; 2025Q1: 785 shares; 2025Q2: 894 shares; 2025Q3: 941 shares; 2025Q4: 2,084 shares; 2026Q1: 2,091 shares; 2026Q2: 2,088 shares 2,088 $773K 0.1% -3 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $750K 0.1% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 7,200 shares; 2025Q3: 8,100 shares; 2025Q4: 2,280 shares; 2026Q1: 8,312 shares; 2026Q2: 9,782 shares 9,782 $741K 0.1% +1,470 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 7,800 shares 7,800 $740K 0.1% +4,000 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,409 shares; 2025Q1: 6,635 shares; 2025Q2: 5,915 shares; 2025Q3: 5,916 shares; 2025Q4: 6,602 shares; 2026Q1: 6,602 shares; 2026Q2: 6,602 shares 6,602 $728K 0.1% 0 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,000 shares 37,000 $719K 0.1% new Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,295 shares; 2025Q3: 5,295 shares; 2025Q4: 5,895 shares; 2026Q1: 5,890 shares; 2026Q2: 6,170 shares 6,170 $709K 0.1% +280 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,079 shares 6,079 $691K 0.09% new Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,700 shares 54,700 $679K 0.09% 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: not loaded; 2024Q4: 787 shares; 2025Q1: 744 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 693 shares; 2026Q1: 643 shares; 2026Q2: 643 shares 643 $670K 0.09% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,300 shares; 2025Q1: 14,000 shares; 2025Q2: 14,095 shares; 2025Q3: 14,095 shares; 2025Q4: 14,095 shares; 2026Q1: 14,095 shares; 2026Q2: 14,095 shares 14,095 $670K 0.09% 0 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: not loaded; 2024Q4: 1,935 shares; 2025Q1: 1,973 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares; 2026Q1: 2,019 shares; 2026Q2: 2,019 shares 2,019 $667K 0.09% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,159 shares 6,159 $665K 0.09% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,859 shares; 2025Q1: 5,603 shares; 2025Q2: 5,407 shares; 2025Q3: 5,407 shares; 2025Q4: 5,417 shares; 2026Q1: 3,239 shares; 2026Q2: 3,159 shares 3,159 $660K 0.09% -80 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,255 shares; 2025Q3: 25,255 shares; 2025Q4: 25,255 shares; 2026Q1: 21,755 shares; 2026Q2: 21,755 shares 21,755 $657K 0.09% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,877 shares 6,877 $656K 0.09% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,024 shares 9,024 $649K 0.09% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,459 shares; 2026Q1: 4,760 shares; 2026Q2: 4,190 shares 4,190 $646K 0.09% -570 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $645K 0.09% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,836 shares; 2025Q1: 1,876 shares; 2025Q2: 1,876 shares; 2025Q3: 1,701 shares; 2025Q4: 1,626 shares; 2026Q1: 1,626 shares; 2026Q2: 1,626 shares 1,626 $641K 0.09% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,628 shares; 2025Q1: 7,603 shares; 2025Q2: 7,603 shares; 2025Q3: 7,603 shares; 2025Q4: 7,253 shares; 2026Q1: 7,403 shares; 2026Q2: 7,053 shares 7,053 $633K 0.09% -350 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,824 shares; 2026Q1: 3,824 shares; 2026Q2: 2,610 shares 2,610 $618K 0.08% -1,214 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,000 shares 23,000 $611K 0.08% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 740 shares; 2025Q1: 655 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 910 shares; 2026Q1: 855 shares; 2026Q2: 825 shares 825 $608K 0.08% -30 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,365 shares; 2026Q1: 1,360 shares; 2026Q2: 1,360 shares 1,360 $589K 0.08% 0 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,000 shares 39,000 $587K 0.08% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,500 shares 15,500 $573K 0.08% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,422 shares; 2025Q1: 14,422 shares; 2025Q2: 14,422 shares; 2025Q3: 14,422 shares; 2025Q4: 14,422 shares; 2026Q1: 14,422 shares; 2026Q2: 14,422 shares 14,422 $570K 0.08% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,000 shares 26,000 $559K 0.08% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 3,391 shares; 2026Q1: 3,391 shares; 2026Q2: 3,391 shares 3,391 $558K 0.08% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,340 shares 25,340 $556K 0.08% new 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: not loaded; 2024Q4: 1,730 shares; 2025Q1: 1,775 shares; 2025Q2: 1,683 shares; 2025Q3: 1,723 shares; 2025Q4: 1,773 shares; 2026Q1: 1,823 shares; 2026Q2: 1,723 shares 1,723 $542K 0.07% -100 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,218 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $535K 0.07% 0 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,000 shares; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 6,900 shares; 2026Q2: 6,900 shares 6,900 $517K 0.07% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,213 shares; 2025Q1: 2,290 shares; 2025Q2: 2,505 shares; 2025Q3: 2,505 shares; 2025Q4: 2,625 shares; 2026Q1: 2,725 shares; 2026Q2: 2,725 shares 2,725 $517K 0.07% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,500 shares 9,500 $500K 0.07% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,090 shares; 2025Q1: 22,020 shares; 2025Q2: 29,535 shares; 2025Q3: 41,746 shares; 2025Q4: 18,770 shares; 2026Q1: not reported; 2026Q2: 14,900 shares 14,900 $496K 0.07% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,917 shares; 2025Q1: 2,917 shares; 2025Q2: 3,982 shares; 2025Q3: 3,982 shares; 2025Q4: 4,272 shares; 2026Q1: 4,261 shares; 2026Q2: 4,353 shares 4,353 $493K 0.07% +92 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,746 shares 1,746 $491K 0.07% new 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: not loaded; 2024Q4: 6,230 shares; 2025Q1: 5,470 shares; 2025Q2: 5,392 shares; 2025Q3: 4,948 shares; 2025Q4: 4,664 shares; 2026Q1: 1,318 shares; 2026Q2: 1,413 shares 1,413 $486K 0.07% +95 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,132 shares; 2026Q1: 2,826 shares; 2026Q2: 3,087 shares 3,087 $485K 0.07% +261 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,000 shares 11,000 $469K 0.06% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,570 shares; 2025Q1: 9,785 shares; 2025Q2: 10,835 shares; 2025Q3: 10,775 shares; 2025Q4: 27,323 shares; 2026Q1: 10,390 shares; 2026Q2: 11,020 shares 11,020 $464K 0.06% +630 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,000 shares 40,000 $420K 0.06% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,472 shares; 2025Q1: 3,324 shares; 2025Q2: 3,556 shares; 2025Q3: 3,556 shares; 2025Q4: 4,043 shares; 2026Q1: 3,403 shares; 2026Q2: 2,831 shares 2,831 $415K 0.06% -572 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,585 shares; 2026Q1: 2,835 shares; 2026Q2: 2,655 shares 2,655 $415K 0.06% -180 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,507 shares; 2025Q1: 4,290 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,125 shares 5,125 $412K 0.06% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,725 shares; 2025Q1: 3,869 shares; 2025Q2: 4,065 shares; 2025Q3: 3,965 shares; 2025Q4: 5,199 shares; 2026Q1: 5,009 shares; 2026Q2: 4,478 shares 4,478 $406K 0.05% -531 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 14,051 shares; 2026Q2: 1,420 shares 1,420 $403K 0.05% -12,631 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,800 shares; 2025Q1: 22,396 shares; 2025Q2: 20,294 shares; 2025Q3: 15,314 shares; 2025Q4: 15,225 shares; 2026Q1: 19,101 shares; 2026Q2: 19,101 shares 19,101 $395K 0.05% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $392K 0.05% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $389K 0.05% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,175 shares; 2025Q1: 6,350 shares; 2025Q2: 6,287 shares; 2025Q3: 6,287 shares; 2025Q4: 6,287 shares; 2026Q1: 6,287 shares; 2026Q2: 8,287 shares 8,287 $386K 0.05% +2,000 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $376K 0.05% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,783 shares; 2025Q1: 1,878 shares; 2025Q2: 1,578 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares; 2026Q1: 1,665 shares; 2026Q2: 1,665 shares 1,665 $368K 0.05% 0 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares; 2026Q1: 4,050 shares; 2026Q2: 4,050 shares 4,050 $367K 0.05% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,527 shares; 2026Q1: 3,027 shares; 2026Q2: 3,027 shares 3,027 $356K 0.05% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 532 shares; 2025Q3: 622 shares; 2025Q4: 711 shares; 2026Q1: 631 shares; 2026Q2: 631 shares 631 $355K 0.05% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 303 shares 303 $350K 0.05% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,692 shares; 2025Q3: 5,692 shares; 2025Q4: 5,692 shares; 2026Q1: not reported; 2026Q2: 2,486 shares 2,486 $342K 0.05% new 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: not loaded; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,865 shares; 2026Q1: 1,830 shares; 2026Q2: 1,830 shares 1,830 $339K 0.05% 0 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 498 shares; 2026Q1: 498 shares; 2026Q2: 273 shares 273 $316K 0.04% -225 ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,496 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $308K 0.04% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 304 shares; 2026Q2: 304 shares 304 $307K 0.04% 0 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: not loaded; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $299K 0.04% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,384 shares 3,384 $280K 0.04% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 455 shares 455 $264K 0.04% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,585 shares 1,585 $262K 0.04% new 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: not loaded; 2024Q4: 4,868 shares; 2025Q1: 4,868 shares; 2025Q2: 4,213 shares; 2025Q3: 4,213 shares; 2025Q4: 6,248 shares; 2026Q1: 4,958 shares; 2026Q2: 4,843 shares 4,843 $260K 0.04% -115 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: not loaded; 2024Q4: 3,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,130 shares; 2026Q1: 4,730 shares; 2026Q2: 4,730 shares 4,730 $251K 0.03% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,268 shares; 2025Q4: not reported; 2026Q1: 4,268 shares; 2026Q2: 4,268 shares 4,268 $237K 0.03% 0 Timeline VT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,480 shares 1,480 $232K 0.03% new 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 loaded; 2024Q4: 955 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,910 shares 1,910 $224K 0.03% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,986 shares; 2025Q3: 3,986 shares; 2025Q4: not reported; 2026Q1: 2,986 shares; 2026Q2: 2,986 shares 2,986 $222K 0.03% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,103 shares; 2026Q1: 1,858 shares; 2026Q2: 1,859 shares 1,859 $217K 0.03% +1 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,623 shares; 2026Q1: 2,623 shares; 2026Q2: 2,623 shares 2,623 $217K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: 222 shares 222 $213K 0.03% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares; 2026Q2: 1,275 shares 1,275 $213K 0.03% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,530 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,620 shares 1,620 $208K 0.03% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,409 shares 1,409 $208K 0.03% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,672 shares; 2025Q1: 3,602 shares; 2025Q2: 3,195 shares; 2025Q3: 3,470 shares; 2025Q4: 4,640 shares; 2026Q1: not reported; 2026Q2: 1,974 shares 1,974 $205K 0.03% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 992 shares 992 $204K 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 281 shares 281 $203K 0.03% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 281 shares 281 $202K 0.03% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $201K 0.03% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,015 shares 46,015 $144K 0.02% new Timeline