NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704,851 shares; 2024Q4: 695,534 shares; 2025Q1: 668,164 shares; 2025Q2: 669,910 shares; 2025Q3: 620,644 shares; 2025Q4: 576,037 shares; 2026Q1: 569,190 shares; 2026Q2: 557,807 shares 557,807 $112M 16.13% -11,383 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: 208,179 shares; 2024Q4: 206,997 shares; 2025Q1: 204,435 shares; 2025Q2: 202,850 shares; 2025Q3: 199,814 shares; 2025Q4: 195,202 shares; 2026Q1: 191,563 shares; 2026Q2: 192,280 shares 192,280 $55.6M 8.04% +717 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: 109,775 shares; 2024Q4: 109,177 shares; 2025Q1: 108,913 shares; 2025Q2: 108,334 shares; 2025Q3: 107,072 shares; 2025Q4: 104,398 shares; 2026Q1: 102,231 shares; 2026Q2: 115,443 shares 115,443 $41.3M 5.96% +13,212 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: 94,164 shares; 2024Q4: 95,112 shares; 2025Q1: 95,240 shares; 2025Q2: 97,919 shares; 2025Q3: 97,011 shares; 2025Q4: 94,288 shares; 2026Q1: 93,524 shares; 2026Q2: 92,797 shares 92,797 $34.6M 5% -727 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: 126,092 shares; 2024Q4: 126,121 shares; 2025Q1: 126,838 shares; 2025Q2: 128,584 shares; 2025Q3: 127,125 shares; 2025Q4: 121,902 shares; 2026Q1: 120,190 shares; 2026Q2: 122,337 shares 122,337 $29.2M 4.21% +2,147 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 286,548 shares; 2024Q4: 306,619 shares; 2025Q1: 323,874 shares; 2025Q2: 336,793 shares; 2025Q3: 364,090 shares; 2025Q4: 406,530 shares; 2026Q1: 440,329 shares; 2026Q2: 469,389 shares 469,389 $24.6M 3.56% +29,060 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: 40,844 shares; 2024Q4: 41,875 shares; 2025Q1: 41,689 shares; 2025Q2: 42,346 shares; 2025Q3: 42,330 shares; 2025Q4: 39,930 shares; 2026Q1: 39,468 shares; 2026Q2: 37,977 shares 37,977 $21.4M 3.09% -1,491 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: 2,665 shares; 2024Q4: 3,273 shares; 2025Q1: 4,180 shares; 2025Q2: 12,646 shares; 2025Q3: 27,663 shares; 2025Q4: 34,720 shares; 2026Q1: 36,854 shares; 2026Q2: 40,281 shares 40,281 $15.2M 2.2% +3,427 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: 37,530 shares; 2024Q4: 37,671 shares; 2025Q1: 37,971 shares; 2025Q2: 38,403 shares; 2025Q3: 38,432 shares; 2025Q4: 40,599 shares; 2026Q1: 40,402 shares; 2026Q2: 40,273 shares 40,273 $14.8M 2.14% -129 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,209 shares; 2024Q4: 155,603 shares; 2025Q1: 173,417 shares; 2025Q2: 181,330 shares; 2025Q3: 201,253 shares; 2025Q4: 234,664 shares; 2026Q1: 256,274 shares; 2026Q2: 276,970 shares 276,970 $14.7M 2.13% +20,696 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: 43,365 shares; 2024Q4: 43,453 shares; 2025Q1: 43,312 shares; 2025Q2: 43,060 shares; 2025Q3: 41,539 shares; 2025Q4: 39,902 shares; 2026Q1: 37,983 shares; 2026Q2: 38,970 shares 38,970 $13.4M 1.93% +987 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: 20,851 shares; 2024Q4: 18,488 shares; 2025Q1: 19,109 shares; 2025Q2: 21,959 shares; 2025Q3: 22,444 shares; 2025Q4: 22,276 shares; 2026Q1: 22,358 shares; 2026Q2: 22,335 shares 22,335 $13M 1.88% -23 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: 11,071 shares; 2024Q4: 11,088 shares; 2025Q1: 11,014 shares; 2025Q2: 11,047 shares; 2025Q3: 10,891 shares; 2025Q4: 10,628 shares; 2026Q1: 10,075 shares; 2026Q2: 10,018 shares 10,018 $12M 1.74% -57 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: 35,550 shares; 2024Q4: 35,819 shares; 2025Q1: 35,815 shares; 2025Q2: 36,270 shares; 2025Q3: 36,045 shares; 2025Q4: 35,573 shares; 2026Q1: 35,458 shares; 2026Q2: 35,577 shares 35,577 $11.6M 1.68% +119 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: 12,320 shares; 2024Q4: 12,373 shares; 2025Q1: 12,392 shares; 2025Q2: 12,466 shares; 2025Q3: 12,311 shares; 2025Q4: 12,047 shares; 2026Q1: 12,132 shares; 2026Q2: 12,332 shares 12,332 $11.5M 1.67% +200 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: 25,537 shares; 2024Q4: 25,685 shares; 2025Q1: 25,551 shares; 2025Q2: 25,392 shares; 2025Q3: 24,350 shares; 2025Q4: 23,373 shares; 2026Q1: 22,213 shares; 2026Q2: 21,964 shares 21,964 $11.3M 1.63% -249 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: 10,838 shares; 2024Q4: 11,404 shares; 2025Q1: 11,906 shares; 2025Q2: 12,222 shares; 2025Q3: 12,225 shares; 2025Q4: 12,257 shares; 2026Q1: 12,743 shares; 2026Q2: 13,078 shares 13,078 $9.98M 1.44% +335 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: 29,659 shares; 2024Q4: 29,153 shares; 2025Q1: 29,834 shares; 2025Q2: 28,310 shares; 2025Q3: 27,544 shares; 2025Q4: 27,466 shares; 2026Q1: 27,376 shares; 2026Q2: 27,335 shares 27,335 $9.66M 1.4% -41 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,946 shares; 2024Q4: 75,724 shares; 2025Q1: 80,510 shares; 2025Q2: 83,823 shares; 2025Q3: 91,860 shares; 2025Q4: 100,526 shares; 2026Q1: 104,555 shares; 2026Q2: 107,378 shares 107,378 $8.59M 1.24% +2,823 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: 10,060 shares; 2024Q4: 10,055 shares; 2025Q1: 15,348 shares; 2025Q2: 12,423 shares; 2025Q3: 11,747 shares; 2025Q4: 11,720 shares; 2026Q1: 11,778 shares; 2026Q2: 11,086 shares 11,086 $8.28M 1.2% -692 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,253 shares; 2024Q4: 30,864 shares; 2025Q1: 31,008 shares; 2025Q2: 32,878 shares; 2025Q3: 33,104 shares; 2025Q4: 22,733 shares; 2026Q1: 20,480 shares; 2026Q2: 20,369 shares 20,369 $7.22M 1.04% -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: 16,392 shares; 2024Q4: 16,319 shares; 2025Q1: 16,614 shares; 2025Q2: 16,720 shares; 2025Q3: 16,655 shares; 2025Q4: 16,124 shares; 2026Q1: 16,171 shares; 2026Q2: 16,254 shares 16,254 $6.76M 0.98% +83 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: 15,611 shares; 2024Q4: 15,466 shares; 2025Q1: 15,846 shares; 2025Q2: 15,747 shares; 2025Q3: 15,405 shares; 2025Q4: 14,149 shares; 2026Q1: 14,076 shares; 2026Q2: 13,324 shares 13,324 $6.67M 0.96% -752 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: 63,790 shares; 2024Q4: 63,385 shares; 2025Q1: 63,722 shares; 2025Q2: 62,881 shares; 2025Q3: 61,171 shares; 2025Q4: 58,205 shares; 2026Q1: 55,281 shares; 2026Q2: 54,976 shares 54,976 $6.23M 0.9% -305 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: 33,086 shares; 2024Q4: 35,098 shares; 2025Q1: 35,990 shares; 2025Q2: 37,288 shares; 2025Q3: 38,304 shares; 2025Q4: 45,305 shares; 2026Q1: 51,428 shares; 2026Q2: 52,614 shares 52,614 $6.18M 0.89% +1,186 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,049 shares; 2024Q4: 14,110 shares; 2025Q1: 15,617 shares; 2025Q2: 21,698 shares; 2025Q3: 25,536 shares; 2025Q4: 29,084 shares; 2026Q1: 34,065 shares; 2026Q2: 36,793 shares 36,793 $6.04M 0.87% +2,728 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,405 shares; 2024Q4: 166,034 shares; 2025Q1: 166,466 shares; 2025Q2: 166,860 shares; 2025Q3: 173,523 shares; 2025Q4: 182,967 shares; 2026Q1: 196,083 shares; 2026Q2: 197,393 shares 197,393 $6.02M 0.87% +1,310 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: 31,764 shares; 2024Q4: 31,742 shares; 2025Q1: 32,573 shares; 2025Q2: 32,450 shares; 2025Q3: 32,122 shares; 2025Q4: 31,059 shares; 2026Q1: 30,958 shares; 2026Q2: 30,840 shares 30,840 $5.85M 0.85% -118 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: 19,154 shares; 2024Q4: 18,340 shares; 2025Q1: 19,607 shares; 2025Q2: 20,744 shares; 2025Q3: 20,633 shares; 2025Q4: 20,789 shares; 2026Q1: 20,919 shares; 2026Q2: 20,710 shares 20,710 $5.26M 0.76% -209 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,333 shares; 2024Q4: 13,320 shares; 2025Q1: 12,942 shares; 2025Q2: 12,285 shares; 2025Q3: 12,177 shares; 2025Q4: 12,174 shares; 2026Q1: 12,156 shares; 2026Q2: 11,859 shares 11,859 $5.06M 0.73% -297 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: 25,202 shares; 2024Q4: 25,515 shares; 2025Q1: 27,921 shares; 2025Q2: 28,299 shares; 2025Q3: 28,641 shares; 2025Q4: 28,695 shares; 2026Q1: 28,947 shares; 2026Q2: 30,036 shares 30,036 $4.55M 0.66% +1,089 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,742 shares; 2024Q4: 14,726 shares; 2025Q1: 15,510 shares; 2025Q2: 16,527 shares; 2025Q3: 16,436 shares; 2025Q4: 16,298 shares; 2026Q1: 16,445 shares; 2026Q2: 17,104 shares 17,104 $4.3M 0.62% +659 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: 28,999 shares; 2024Q4: 28,540 shares; 2025Q1: 28,578 shares; 2025Q2: 29,535 shares; 2025Q3: 32,553 shares; 2025Q4: 34,585 shares; 2026Q1: 50,218 shares; 2026Q2: 51,085 shares 51,085 $4.19M 0.61% +867 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,738 shares; 2024Q4: 72,999 shares; 2025Q1: 72,933 shares; 2025Q2: 72,946 shares; 2025Q3: 71,154 shares; 2025Q4: 103,213 shares; 2026Q1: 97,107 shares; 2026Q2: 97,010 shares 97,010 $4.13M 0.6% -97 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: 4,127 shares; 2025Q1: 4,104 shares; 2025Q2: 4,134 shares; 2025Q3: 4,232 shares; 2025Q4: 4,148 shares; 2026Q1: 4,273 shares; 2026Q2: 4,287 shares 4,287 $4.12M 0.6% +14 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,246 shares; 2024Q4: 10,042 shares; 2025Q1: 10,409 shares; 2025Q2: 10,418 shares; 2025Q3: 10,389 shares; 2025Q4: 10,878 shares; 2026Q1: 11,344 shares; 2026Q2: 11,421 shares 11,421 $4.03M 0.58% +77 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: 42,101 shares; 2024Q4: 42,481 shares; 2025Q1: 42,322 shares; 2025Q2: 43,244 shares; 2025Q3: 43,579 shares; 2025Q4: 43,441 shares; 2026Q1: 44,367 shares; 2026Q2: 44,252 shares 44,252 $3.88M 0.56% -115 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: 77,585 shares; 2024Q4: 74,939 shares; 2025Q1: 74,661 shares; 2025Q2: 67,923 shares; 2025Q3: 64,542 shares; 2025Q4: 61,931 shares; 2026Q1: 56,505 shares; 2026Q2: 56,242 shares 56,242 $3.85M 0.56% -263 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: 14,492 shares; 2024Q4: 14,586 shares; 2025Q1: 15,171 shares; 2025Q2: 11,969 shares; 2025Q3: 13,690 shares; 2025Q4: 28,448 shares; 2026Q1: 36,083 shares; 2026Q2: 38,889 shares 38,889 $3.76M 0.54% +2,806 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: 16,759 shares; 2024Q4: 17,053 shares; 2025Q1: 17,172 shares; 2025Q2: 16,597 shares; 2025Q3: 18,962 shares; 2025Q4: 27,077 shares; 2026Q1: 41,788 shares; 2026Q2: 44,014 shares 44,014 $3.65M 0.53% +2,226 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: 7,109 shares; 2024Q4: 7,059 shares; 2025Q1: 7,073 shares; 2025Q2: 7,063 shares; 2025Q3: 6,998 shares; 2025Q4: 6,887 shares; 2026Q1: 7,050 shares; 2026Q2: 7,027 shares 7,027 $3.58M 0.52% -23 Timeline BKLN 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: 160,548 shares; 2024Q4: 151,100 shares; 2025Q1: 153,636 shares; 2025Q2: 154,470 shares; 2025Q3: 158,881 shares; 2025Q4: 165,392 shares; 2026Q1: 173,088 shares; 2026Q2: 172,585 shares 172,585 $3.52M 0.51% -503 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: 30,750 shares; 2024Q4: 30,749 shares; 2025Q1: 30,467 shares; 2025Q2: 29,937 shares; 2025Q3: 29,351 shares; 2025Q4: 28,715 shares; 2026Q1: 26,625 shares; 2026Q2: 26,735 shares 26,735 $3.44M 0.5% +110 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: 10,883 shares; 2024Q4: 11,034 shares; 2025Q1: 11,225 shares; 2025Q2: 11,335 shares; 2025Q3: 11,051 shares; 2025Q4: 10,245 shares; 2026Q1: 10,226 shares; 2026Q2: 10,778 shares 10,778 $3.39M 0.49% +552 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: 3,509 shares; 2024Q4: 3,559 shares; 2025Q1: 3,547 shares; 2025Q2: 3,083 shares; 2025Q3: 3,535 shares; 2025Q4: 3,717 shares; 2026Q1: 4,219 shares; 2026Q2: 4,509 shares 4,509 $3.17M 0.46% +290 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: 4,711 shares; 2024Q4: 6,142 shares; 2025Q1: 6,059 shares; 2025Q2: 6,011 shares; 2025Q3: 5,967 shares; 2025Q4: 7,444 shares; 2026Q1: 7,338 shares; 2026Q2: 7,332 shares 7,332 $2.66M 0.38% -6 Timeline JNK 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: 34,857 shares; 2024Q4: 29,266 shares; 2025Q1: 28,257 shares; 2025Q2: 27,719 shares; 2025Q3: 27,642 shares; 2025Q4: 27,519 shares; 2026Q1: 27,231 shares; 2026Q2: 27,078 shares 27,078 $2.61M 0.38% -153 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: 14,596 shares; 2024Q4: 14,760 shares; 2025Q1: 14,890 shares; 2025Q2: 14,880 shares; 2025Q3: 15,049 shares; 2025Q4: 14,839 shares; 2026Q1: 15,377 shares; 2026Q2: 15,592 shares 15,592 $2.54M 0.37% +215 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: 17,132 shares; 2024Q4: 17,160 shares; 2025Q1: 17,378 shares; 2025Q2: 20,149 shares; 2025Q3: 20,113 shares; 2025Q4: 20,201 shares; 2026Q1: 21,404 shares; 2026Q2: 21,571 shares 21,571 $2.54M 0.37% +167 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: not reported; 2024Q4: 831 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 675 shares; 2026Q1: 3,651 shares; 2026Q2: 3,786 shares 3,786 $2.48M 0.36% +135 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: 42,104 shares; 2024Q4: 41,878 shares; 2025Q1: 44,715 shares; 2025Q2: 44,090 shares; 2025Q3: 42,829 shares; 2025Q4: 43,438 shares; 2026Q1: 43,125 shares; 2026Q2: 41,961 shares 41,961 $2.39M 0.35% -1,164 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: 4,661 shares; 2024Q4: 4,972 shares; 2025Q1: 5,089 shares; 2025Q2: 5,105 shares; 2025Q3: 5,244 shares; 2025Q4: 5,309 shares; 2026Q1: 5,709 shares; 2026Q2: 5,866 shares 5,866 $2.39M 0.35% +157 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: 4,911 shares; 2024Q4: 4,834 shares; 2025Q1: 4,730 shares; 2025Q2: 4,626 shares; 2025Q3: 4,624 shares; 2025Q4: 4,598 shares; 2026Q1: 4,669 shares; 2026Q2: 4,673 shares 4,673 $2.38M 0.34% +4 Timeline SPSM 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: 30,803 shares; 2024Q4: 30,666 shares; 2025Q1: 30,340 shares; 2025Q2: 27,681 shares; 2025Q3: 30,834 shares; 2025Q4: 33,206 shares; 2026Q1: 38,482 shares; 2026Q2: 40,583 shares 40,583 $2.34M 0.34% +2,101 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: 1,286 shares; 2024Q4: 1,380 shares; 2025Q1: 1,400 shares; 2025Q2: 1,442 shares; 2025Q3: 1,509 shares; 2025Q4: 1,423 shares; 2026Q1: 1,531 shares; 2026Q2: 1,573 shares 1,573 $2.09M 0.3% +42 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,982 shares; 2024Q4: 25,505 shares; 2025Q1: 26,980 shares; 2025Q2: 30,320 shares; 2025Q3: 32,565 shares; 2025Q4: 36,628 shares; 2026Q1: 39,315 shares; 2026Q2: 40,589 shares 40,589 $2.07M 0.3% +1,274 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,837 shares; 2024Q4: 4,940 shares; 2025Q1: 4,989 shares; 2025Q2: 5,070 shares; 2025Q3: 4,961 shares; 2025Q4: 4,710 shares; 2026Q1: 4,531 shares; 2026Q2: 4,543 shares 4,543 $2.06M 0.3% +12 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: 1,335 shares; 2024Q4: 1,356 shares; 2025Q1: 1,390 shares; 2025Q2: 1,511 shares; 2025Q3: 1,719 shares; 2025Q4: 1,833 shares; 2026Q1: 2,035 shares; 2026Q2: 16,755 shares 16,755 $2M 0.29% +14,720 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: 10,479 shares; 2024Q4: 10,319 shares; 2025Q1: 10,160 shares; 2025Q2: 10,056 shares; 2025Q3: 9,894 shares; 2025Q4: 9,894 shares; 2026Q1: 9,989 shares; 2026Q2: 10,021 shares 10,021 $1.91M 0.28% +32 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: 2,840 shares; 2024Q4: 2,730 shares; 2025Q1: 2,716 shares; 2025Q2: 2,654 shares; 2025Q3: 2,648 shares; 2025Q4: 2,631 shares; 2026Q1: 2,591 shares; 2026Q2: 2,574 shares 2,574 $1.9M 0.27% -17 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: 3,977 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,546 shares; 2025Q3: 3,546 shares; 2025Q4: 3,504 shares; 2026Q1: 3,576 shares; 2026Q2: 1,629 shares 1,629 $1.88M 0.27% -1,947 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: 15,505 shares; 2024Q4: 15,218 shares; 2025Q1: 15,115 shares; 2025Q2: 14,465 shares; 2025Q3: 14,383 shares; 2025Q4: 15,018 shares; 2026Q1: 15,607 shares; 2026Q2: 15,714 shares 15,714 $1.72M 0.25% +107 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: 1,406 shares; 2024Q4: 1,597 shares; 2025Q1: 5,015 shares; 2025Q2: 5,347 shares; 2025Q3: 4,912 shares; 2025Q4: 4,769 shares; 2026Q1: 4,794 shares; 2026Q2: 4,235 shares 4,235 $1.68M 0.24% -559 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: 10,256 shares; 2024Q4: 10,456 shares; 2025Q1: 10,837 shares; 2025Q2: 11,623 shares; 2025Q3: 11,404 shares; 2025Q4: 11,197 shares; 2026Q1: 11,458 shares; 2026Q2: 11,400 shares 11,400 $1.67M 0.24% -58 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: 17,466 shares; 2024Q4: 17,091 shares; 2025Q1: 17,053 shares; 2025Q2: 18,578 shares; 2025Q3: 18,227 shares; 2025Q4: 17,852 shares; 2026Q1: 17,342 shares; 2026Q2: 18,026 shares 18,026 $1.64M 0.24% +684 Timeline SCHP 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: 32,554 shares; 2024Q4: 61,738 shares; 2025Q1: 61,382 shares; 2025Q2: 61,304 shares; 2025Q3: 61,263 shares; 2025Q4: 60,922 shares; 2026Q1: 57,050 shares; 2026Q2: 56,699 shares 56,699 $1.5M 0.22% -351 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: 3,695 shares; 2024Q4: 3,778 shares; 2025Q1: 3,788 shares; 2025Q2: 3,831 shares; 2025Q3: 3,930 shares; 2025Q4: 3,971 shares; 2026Q1: 4,143 shares; 2026Q2: 4,246 shares 4,246 $1.46M 0.21% +103 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: 9,527 shares; 2024Q4: 9,822 shares; 2025Q1: 9,849 shares; 2025Q2: 10,914 shares; 2025Q3: 11,069 shares; 2025Q4: 10,986 shares; 2026Q1: 10,959 shares; 2026Q2: 10,702 shares 10,702 $1.45M 0.21% -257 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: 362 shares; 2024Q4: 344 shares; 2025Q1: 335 shares; 2025Q2: 329 shares; 2025Q3: 315 shares; 2025Q4: 310 shares; 2026Q1: 304 shares; 2026Q2: 4,580 shares 4,580 $1.38M 0.2% +4,276 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: 19,081 shares; 2024Q4: 19,106 shares; 2025Q1: 18,724 shares; 2025Q2: 18,163 shares; 2025Q3: 18,104 shares; 2025Q4: 16,998 shares; 2026Q1: 15,675 shares; 2026Q2: 15,652 shares 15,652 $1.27M 0.18% -23 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,732 shares; 2024Q4: 10,728 shares; 2025Q1: 10,728 shares; 2025Q2: 10,334 shares; 2025Q3: 10,067 shares; 2025Q4: 9,736 shares; 2026Q1: 8,900 shares; 2026Q2: 8,874 shares 8,874 $1.26M 0.18% -26 Timeline SDY 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: 8,961 shares; 2024Q4: 8,968 shares; 2025Q1: 8,848 shares; 2025Q2: 8,716 shares; 2025Q3: 8,705 shares; 2025Q4: 8,600 shares; 2026Q1: 8,580 shares; 2026Q2: 8,199 shares 8,199 $1.25M 0.18% -381 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: 11,505 shares; 2024Q4: 11,685 shares; 2025Q1: 11,583 shares; 2025Q2: 13,588 shares; 2025Q3: 13,569 shares; 2025Q4: 13,173 shares; 2026Q1: 13,150 shares; 2026Q2: 12,854 shares 12,854 $1.23M 0.18% -296 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,440 shares; 2024Q4: 11,426 shares; 2025Q1: 11,405 shares; 2025Q2: 11,084 shares; 2025Q3: 10,755 shares; 2025Q4: 10,644 shares; 2026Q1: 10,508 shares; 2026Q2: 10,508 shares 10,508 $1.23M 0.18% 0 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: 341 shares; 2024Q4: 333 shares; 2025Q1: 340 shares; 2025Q2: 372 shares; 2025Q3: 427 shares; 2025Q4: 440 shares; 2026Q1: 538 shares; 2026Q2: 604 shares 604 $1.2M 0.17% +66 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: 7,758 shares; 2024Q4: 4,828 shares; 2025Q1: 5,120 shares; 2025Q2: 6,118 shares; 2025Q3: 5,864 shares; 2025Q4: 6,395 shares; 2026Q1: 7,047 shares; 2026Q2: 7,218 shares 7,218 $1.2M 0.17% +171 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 313 shares; 2026Q1: 312 shares; 2026Q2: 959 shares 959 $1.13M 0.16% +647 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: 12,376 shares; 2024Q4: 12,211 shares; 2025Q1: 12,132 shares; 2025Q2: 12,259 shares; 2025Q3: 12,190 shares; 2025Q4: 11,323 shares; 2026Q1: 11,845 shares; 2026Q2: 11,861 shares 11,861 $1.09M 0.16% +16 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: 1,162 shares; 2024Q4: 2,324 shares; 2025Q1: 2,324 shares; 2025Q2: 2,324 shares; 2025Q3: 2,321 shares; 2025Q4: 2,281 shares; 2026Q1: 2,536 shares; 2026Q2: 3,074 shares 3,074 $1.05M 0.15% +538 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: 10,056 shares; 2024Q4: 10,005 shares; 2025Q1: 10,105 shares; 2025Q2: 12,317 shares; 2025Q3: 11,793 shares; 2025Q4: 10,911 shares; 2026Q1: 9,077 shares; 2026Q2: 8,845 shares 8,845 $1.04M 0.15% -232 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: 15,508 shares; 2024Q4: 15,508 shares; 2025Q1: 15,508 shares; 2025Q2: 15,508 shares; 2025Q3: 15,396 shares; 2025Q4: 15,396 shares; 2026Q1: 13,554 shares; 2026Q2: 13,554 shares 13,554 $1.02M 0.15% 0 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: 4,367 shares; 2024Q4: 4,179 shares; 2025Q1: 4,078 shares; 2025Q2: 4,048 shares; 2025Q3: 3,954 shares; 2025Q4: 3,854 shares; 2026Q1: 3,754 shares; 2026Q2: 3,647 shares 3,647 $986K 0.14% -107 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: 13,282 shares; 2024Q4: 13,688 shares; 2025Q1: 13,941 shares; 2025Q2: 14,187 shares; 2025Q3: 15,815 shares; 2025Q4: 16,028 shares; 2026Q1: 16,901 shares; 2026Q2: 17,739 shares 17,739 $962K 0.14% +838 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,116 shares; 2024Q4: 40,148 shares; 2025Q1: 40,472 shares; 2025Q2: 26,717 shares; 2025Q3: 26,718 shares; 2025Q4: 25,438 shares; 2026Q1: 26,717 shares; 2026Q2: 26,718 shares 26,718 $941K 0.14% +1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684 shares; 2025Q4: 1,252 shares; 2026Q1: 1,451 shares; 2026Q2: 2,494 shares 2,494 $932K 0.13% +1,043 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,793 shares; 2024Q4: 23,421 shares; 2025Q1: 23,163 shares; 2025Q2: 23,044 shares; 2025Q3: 22,994 shares; 2025Q4: 21,067 shares; 2026Q1: 20,984 shares; 2026Q2: 20,213 shares 20,213 $907K 0.13% -771 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: 4,594 shares; 2024Q4: 4,523 shares; 2025Q1: 4,689 shares; 2025Q2: 5,245 shares; 2025Q3: 5,976 shares; 2025Q4: 6,637 shares; 2026Q1: 7,609 shares; 2026Q2: 8,456 shares 8,456 $906K 0.13% +847 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,329 shares; 2024Q4: 12,362 shares; 2025Q1: 12,531 shares; 2025Q2: 9,250 shares; 2025Q3: 9,043 shares; 2025Q4: 9,043 shares; 2026Q1: 8,801 shares; 2026Q2: 8,688 shares 8,688 $860K 0.12% -113 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: 1,309 shares; 2024Q4: 1,281 shares; 2025Q1: 1,281 shares; 2025Q2: 1,281 shares; 2025Q3: 1,206 shares; 2025Q4: 11,910 shares; 2026Q1: 11,910 shares; 2026Q2: 11,910 shares 11,910 $850K 0.12% 0 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: not reported; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 445 shares; 2025Q3: 427 shares; 2025Q4: 622 shares; 2026Q1: 619 shares; 2026Q2: 619 shares 619 $842K 0.12% 0 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: 5,595 shares; 2024Q4: 5,499 shares; 2025Q1: 5,400 shares; 2025Q2: 5,056 shares; 2025Q3: 4,820 shares; 2025Q4: 4,745 shares; 2026Q1: 4,030 shares; 2026Q2: 3,989 shares 3,989 $737K 0.11% -41 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: 4,067 shares; 2024Q4: 4,076 shares; 2025Q1: 4,082 shares; 2025Q2: 4,061 shares; 2025Q3: 3,712 shares; 2025Q4: 6,325 shares; 2026Q1: 3,748 shares; 2026Q2: 3,740 shares 3,740 $713K 0.1% -8 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,866 shares; 2024Q4: 5,756 shares; 2025Q1: 5,701 shares; 2025Q2: 5,787 shares; 2025Q3: 5,719 shares; 2025Q4: 6,176 shares; 2026Q1: 6,701 shares; 2026Q2: 6,795 shares 6,795 $655K 0.09% +94 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 906 shares; 2026Q1: 906 shares; 2026Q2: 906 shares 906 $655K 0.09% 0 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: 10,413 shares; 2024Q4: 10,963 shares; 2025Q1: 13,559 shares; 2025Q2: 13,603 shares; 2025Q3: 13,646 shares; 2025Q4: 13,099 shares; 2026Q1: 14,795 shares; 2026Q2: 15,105 shares 15,105 $645K 0.09% +310 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,476 shares; 2024Q4: 2,500 shares; 2025Q1: 2,498 shares; 2025Q2: 2,493 shares; 2025Q3: 2,493 shares; 2025Q4: 2,443 shares; 2026Q1: 2,524 shares; 2026Q2: 2,524 shares 2,524 $637K 0.09% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,384 shares; 2026Q1: 1,384 shares; 2026Q2: 1,484 shares 1,484 $624K 0.09% +100 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: 2,965 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares; 2026Q1: 2,965 shares; 2026Q2: 2,965 shares 2,965 $620K 0.09% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,198 shares; 2025Q3: 1,424 shares; 2025Q4: 2,422 shares; 2026Q1: 2,412 shares; 2026Q2: 2,412 shares 2,412 $617K 0.09% 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: 4,301 shares; 2024Q4: 4,573 shares; 2025Q1: 4,769 shares; 2025Q2: 4,769 shares; 2025Q3: 4,669 shares; 2025Q4: 4,720 shares; 2026Q1: 4,720 shares; 2026Q2: 4,786 shares 4,786 $606K 0.09% +66 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: 732 shares; 2024Q4: not reported; 2025Q1: 466 shares; 2025Q2: 946 shares; 2025Q3: 903 shares; 2025Q4: 903 shares; 2026Q1: 903 shares; 2026Q2: 903 shares 903 $573K 0.08% 0 Timeline VYM 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: 3,593 shares; 2024Q4: 3,593 shares; 2025Q1: 3,593 shares; 2025Q2: 3,593 shares; 2025Q3: 3,593 shares; 2025Q4: 3,593 shares; 2026Q1: 3,593 shares; 2026Q2: 3,593 shares 3,593 $568K 0.08% 0 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: 1,553 shares; 2024Q4: 1,553 shares; 2025Q1: 2,653 shares; 2025Q2: 2,457 shares; 2025Q3: 2,457 shares; 2025Q4: 2,063 shares; 2026Q1: 2,570 shares; 2026Q2: 2,556 shares 2,556 $564K 0.08% -14 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,188 shares; 2024Q4: 5,190 shares; 2025Q1: 5,190 shares; 2025Q2: 5,108 shares; 2025Q3: 5,057 shares; 2025Q4: 6,024 shares; 2026Q1: 6,013 shares; 2026Q2: 6,014 shares 6,014 $552K 0.08% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,275 shares 1,275 $543K 0.08% +275 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: 1,812 shares; 2024Q4: 1,481 shares; 2025Q1: 1,470 shares; 2025Q2: 1,470 shares; 2025Q3: 1,470 shares; 2025Q4: 1,470 shares; 2026Q1: 1,467 shares; 2026Q2: 1,468 shares 1,468 $543K 0.08% +1 Timeline PCY 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: 27,362 shares; 2024Q4: 25,422 shares; 2025Q1: 25,348 shares; 2025Q2: 25,348 shares; 2025Q3: 25,302 shares; 2025Q4: 25,197 shares; 2026Q1: 25,189 shares; 2026Q2: 25,082 shares 25,082 $543K 0.08% -107 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: 3,048 shares; 2024Q4: 3,048 shares; 2025Q1: 3,084 shares; 2025Q2: 701 shares; 2025Q3: 701 shares; 2025Q4: 701 shares; 2026Q1: 701 shares; 2026Q2: 701 shares 701 $525K 0.08% 0 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: 9,172 shares; 2024Q4: 10,151 shares; 2025Q1: 10,662 shares; 2025Q2: 8,338 shares; 2025Q3: 9,091 shares; 2025Q4: 8,894 shares; 2026Q1: 10,282 shares; 2026Q2: 11,213 shares 11,213 $494K 0.07% +931 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: 3,091 shares; 2024Q4: 3,091 shares; 2025Q1: 3,012 shares; 2025Q2: 3,012 shares; 2025Q3: 2,945 shares; 2025Q4: 2,264 shares; 2026Q1: 2,207 shares; 2026Q2: 2,203 shares 2,203 $493K 0.07% -4 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 799 shares; 2026Q1: 795 shares; 2026Q2: 795 shares 795 $490K 0.07% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,339 shares; 2024Q4: 3,308 shares; 2025Q1: 3,208 shares; 2025Q2: 3,106 shares; 2025Q3: 3,106 shares; 2025Q4: 3,080 shares; 2026Q1: 3,080 shares; 2026Q2: 2,879 shares 2,879 $488K 0.07% -201 Timeline PRF 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: 10,186 shares; 2024Q4: 9,994 shares; 2025Q1: 9,079 shares; 2025Q2: 9,015 shares; 2025Q3: 9,015 shares; 2025Q4: 8,883 shares; 2026Q1: 8,883 shares; 2026Q2: 8,883 shares 8,883 $480K 0.07% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 969 shares; 2024Q4: 969 shares; 2025Q1: 970 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 968 shares; 2026Q1: 962 shares; 2026Q2: 3,852 shares 3,852 $478K 0.07% +2,890 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: 2,210 shares; 2024Q4: 2,210 shares; 2025Q1: 2,210 shares; 2025Q2: 2,210 shares; 2025Q3: 2,196 shares; 2025Q4: 2,196 shares; 2026Q1: 2,196 shares; 2026Q2: 2,009 shares 2,009 $456K 0.07% -187 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,238 shares 3,238 $452K 0.07% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 931 shares 931 $445K 0.06% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768 shares; 2024Q4: 749 shares; 2025Q1: 763 shares; 2025Q2: 716 shares; 2025Q3: 834 shares; 2025Q4: 915 shares; 2026Q1: 1,042 shares; 2026Q2: 1,113 shares 1,113 $442K 0.06% +71 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: 6,314 shares; 2024Q4: 6,217 shares; 2025Q1: 6,748 shares; 2025Q2: 6,393 shares; 2025Q3: 6,264 shares; 2025Q4: 5,318 shares; 2026Q1: 5,028 shares; 2026Q2: 3,419 shares 3,419 $425K 0.06% -1,609 Timeline BND 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: 5,631 shares; 2024Q4: 5,115 shares; 2025Q1: 4,922 shares; 2025Q2: 5,394 shares; 2025Q3: 5,661 shares; 2025Q4: 5,672 shares; 2026Q1: 5,733 shares; 2026Q2: 5,710 shares 5,710 $419K 0.06% -23 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,478 shares; 2026Q2: 1,839 shares 1,839 $410K 0.06% +361 Timeline XLB 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: 2,636 shares; 2024Q4: 2,608 shares; 2025Q1: 2,603 shares; 2025Q2: 2,678 shares; 2025Q3: 3,008 shares; 2025Q4: 6,116 shares; 2026Q1: 7,513 shares; 2026Q2: 7,976 shares 7,976 $405K 0.06% +463 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,594 shares; 2024Q4: 1,541 shares; 2025Q1: 1,532 shares; 2025Q2: 1,541 shares; 2025Q3: 1,439 shares; 2025Q4: 1,271 shares; 2026Q1: 1,263 shares; 2026Q2: 1,263 shares 1,263 $402K 0.06% 0 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: 1,471 shares; 2024Q4: 1,521 shares; 2025Q1: 1,553 shares; 2025Q2: not reported; 2025Q3: 1,852 shares; 2025Q4: 2,172 shares; 2026Q1: 2,410 shares; 2026Q2: 2,526 shares 2,526 $401K 0.06% +116 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: 6,630 shares; 2024Q4: 6,530 shares; 2025Q1: 6,531 shares; 2025Q2: 6,531 shares; 2025Q3: 6,396 shares; 2025Q4: 6,337 shares; 2026Q1: 6,237 shares; 2026Q2: 6,238 shares 6,238 $387K 0.06% +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: 24,923 shares; 2024Q4: 22,732 shares; 2025Q1: 22,219 shares; 2025Q2: 18,336 shares; 2025Q3: 17,009 shares; 2025Q4: 16,042 shares; 2026Q1: 16,019 shares; 2026Q2: 15,547 shares 15,547 $374K 0.05% -472 Timeline VOX 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: 2,111 shares; 2024Q4: 2,061 shares; 2025Q1: 2,100 shares; 2025Q2: 2,095 shares; 2025Q3: 2,151 shares; 2025Q4: 2,137 shares; 2026Q1: 2,086 shares; 2026Q2: 2,023 shares 2,023 $372K 0.05% -63 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: 2,206 shares; 2024Q4: 2,417 shares; 2025Q1: 2,517 shares; 2025Q2: 2,451 shares; 2025Q3: 2,755 shares; 2025Q4: 2,316 shares; 2026Q1: 2,041 shares; 2026Q2: 2,491 shares 2,491 $365K 0.05% +450 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,014 shares 8,014 $356K 0.05% 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: 6,625 shares; 2024Q4: 5,317 shares; 2025Q1: 5,303 shares; 2025Q2: 5,292 shares; 2025Q3: 5,208 shares; 2025Q4: 5,203 shares; 2026Q1: 5,233 shares; 2026Q2: 5,070 shares 5,070 $346K 0.05% -163 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,956 shares 1,956 $345K 0.05% new 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: 853 shares; 2024Q4: 829 shares; 2025Q1: 820 shares; 2025Q2: 770 shares; 2025Q3: 739 shares; 2025Q4: 716 shares; 2026Q1: 702 shares; 2026Q2: 672 shares 672 $337K 0.05% -30 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,758 shares; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares; 2025Q3: 2,849 shares; 2025Q4: 2,849 shares; 2026Q1: 2,849 shares; 2026Q2: 2,849 shares 2,849 $332K 0.05% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 734 shares 734 $327K 0.05% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 471 shares; 2025Q4: 473 shares; 2026Q1: 469 shares; 2026Q2: 471 shares 471 $324K 0.05% +2 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: not reported; 2026Q2: 740 shares 740 $319K 0.05% new 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: 2,114 shares; 2024Q4: not reported; 2025Q1: 2,114 shares; 2025Q2: 2,414 shares; 2025Q3: 2,298 shares; 2025Q4: 2,298 shares; 2026Q1: 2,298 shares; 2026Q2: 2,298 shares 2,298 $314K 0.05% 0 Timeline BBH 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: 1,623 shares; 2024Q4: 1,570 shares; 2025Q1: 1,570 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,544 shares; 2026Q1: 1,544 shares; 2026Q2: 1,544 shares 1,544 $314K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 1,000 shares; 2025Q4: 1,001 shares; 2026Q1: 1,101 shares; 2026Q2: 1,101 shares 1,101 $310K 0.04% 0 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: 7,306 shares; 2024Q4: 7,274 shares; 2025Q1: 7,213 shares; 2025Q2: 7,213 shares; 2025Q3: 7,139 shares; 2025Q4: 6,856 shares; 2026Q1: 5,245 shares; 2026Q2: 5,133 shares 5,133 $296K 0.04% -112 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,632 shares; 2024Q4: 8,529 shares; 2025Q1: 8,529 shares; 2025Q2: 8,029 shares; 2025Q3: 8,029 shares; 2025Q4: 8,029 shares; 2026Q1: 8,029 shares; 2026Q2: 8,029 shares 8,029 $295K 0.04% 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: 5,108 shares; 2024Q4: 5,084 shares; 2025Q1: 5,038 shares; 2025Q2: 4,899 shares; 2025Q3: 4,575 shares; 2025Q4: 4,131 shares; 2026Q1: 3,116 shares; 2026Q2: 2,784 shares 2,784 $289K 0.04% -332 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,681 shares; 2024Q4: 5,681 shares; 2025Q1: 5,681 shares; 2025Q2: 4,231 shares; 2025Q3: 4,130 shares; 2025Q4: 3,869 shares; 2026Q1: 4,001 shares; 2026Q2: 4,002 shares 4,002 $289K 0.04% +1 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 4,290 shares; 2026Q1: 4,290 shares; 2026Q2: 4,108 shares 4,108 $285K 0.04% -182 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $285K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares 1,050 $282K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares 525 $276K 0.04% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,824 shares; 2024Q4: 1,824 shares; 2025Q1: 1,824 shares; 2025Q2: 1,824 shares; 2025Q3: 1,651 shares; 2025Q4: 1,404 shares; 2026Q1: 808 shares; 2026Q2: 808 shares 808 $273K 0.04% 0 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: 812 shares 812 $272K 0.04% new 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: 552 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $269K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,143 shares; 2025Q3: 3,143 shares; 2025Q4: 3,181 shares; 2026Q1: 3,180 shares; 2026Q2: 3,181 shares 3,181 $263K 0.04% +1 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: 3,455 shares; 2024Q4: not reported; 2025Q1: 2,741 shares; 2025Q2: 2,908 shares; 2025Q3: 2,909 shares; 2025Q4: 2,742 shares; 2026Q1: 2,742 shares; 2026Q2: 2,687 shares 2,687 $259K 0.04% -55 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,951 shares; 2024Q4: 15,514 shares; 2025Q1: 15,766 shares; 2025Q2: 15,862 shares; 2025Q3: 16,311 shares; 2025Q4: 11,714 shares; 2026Q1: 10,138 shares; 2026Q2: 7,510 shares 7,510 $255K 0.04% -2,628 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,760 shares 6,760 $249K 0.04% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,176 shares; 2024Q4: 1,138 shares; 2025Q1: 1,099 shares; 2025Q2: 985 shares; 2025Q3: 941 shares; 2025Q4: 936 shares; 2026Q1: 931 shares; 2026Q2: 916 shares 916 $248K 0.04% -15 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,558 shares; 2025Q3: 2,820 shares; 2025Q4: 2,735 shares; 2026Q1: 2,720 shares; 2026Q2: 2,623 shares 2,623 $237K 0.03% -97 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 297 shares 297 $237K 0.03% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 534 shares; 2026Q2: 534 shares 534 $234K 0.03% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 2,925 shares 2,925 $231K 0.03% new 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: 268 shares 268 $230K 0.03% new 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: 4,200 shares; 2026Q1: 4,254 shares; 2026Q2: 4,254 shares 4,254 $227K 0.03% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 575 shares 575 $227K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 202 shares 202 $215K 0.03% new 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: not reported; 2026Q2: 94 shares 94 $214K 0.03% new Timeline