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: 122,671 shares; 2024Q4: 119,321 shares; 2025Q1: 112,187 shares; 2025Q2: 111,138 shares; 2025Q3: 90,677 shares; 2025Q4: 93,369 shares; 2026Q1: 94,124 shares; 2026Q2: 90,332 shares 90,332 $43.1M 4.39% -3,792 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: 159,352 shares; 2024Q4: 155,099 shares; 2025Q1: 154,583 shares; 2025Q2: 151,743 shares; 2025Q3: 151,178 shares; 2025Q4: 149,125 shares; 2026Q1: 147,567 shares; 2026Q2: 142,794 shares 142,794 $41.3M 4.21% -4,773 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: 121,355 shares; 2024Q4: 122,474 shares; 2025Q1: 122,292 shares; 2025Q2: 122,875 shares; 2025Q3: 121,511 shares; 2025Q4: 114,924 shares; 2026Q1: 110,442 shares; 2026Q2: 106,339 shares 106,339 $37.6M 3.83% -4,103 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532,791 shares; 2024Q4: 431,136 shares; 2025Q1: 403,306 shares; 2025Q2: 506,488 shares; 2025Q3: 506,581 shares; 2025Q4: 530,689 shares; 2026Q1: 553,828 shares; 2026Q2: 579,556 shares 579,556 $30.6M 3.11% +25,728 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: 59,065 shares; 2024Q4: 58,385 shares; 2025Q1: 57,103 shares; 2025Q2: 56,139 shares; 2025Q3: 55,538 shares; 2025Q4: 55,034 shares; 2026Q1: 55,068 shares; 2026Q2: 55,103 shares 55,103 $27.6M 2.81% +35 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: 124,111 shares; 2024Q4: 132,615 shares; 2025Q1: 174,659 shares; 2025Q2: 176,571 shares; 2025Q3: 175,798 shares; 2025Q4: 173,374 shares; 2026Q1: 144,299 shares; 2026Q2: 142,428 shares 142,428 $25.1M 2.56% -1,871 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480,901 shares 480,901 $24.4M 2.48% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,535 shares; 2024Q4: 92,697 shares; 2025Q1: 76,186 shares; 2025Q2: 75,670 shares; 2025Q3: 75,102 shares; 2025Q4: 74,164 shares; 2026Q1: 73,486 shares; 2026Q2: 73,122 shares 73,122 $23.9M 2.44% -364 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,809 shares; 2024Q4: 47,831 shares; 2025Q1: 48,480 shares; 2025Q2: 48,395 shares; 2025Q3: 48,058 shares; 2025Q4: 47,475 shares; 2026Q1: 46,807 shares; 2026Q2: 46,611 shares 46,611 $23.1M 2.35% -196 Timeline BBIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 234,462 shares 234,462 $22.9M 2.33% new 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: 222,378 shares; 2024Q4: 649,395 shares; 2025Q1: 648,230 shares; 2025Q2: 656,846 shares; 2025Q3: 662,637 shares; 2025Q4: 705,562 shares; 2026Q1: 734,136 shares; 2026Q2: 729,227 shares 729,227 $22.7M 2.31% -4,909 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,841 shares; 2024Q4: 38,311 shares; 2025Q1: 37,840 shares; 2025Q2: 38,675 shares; 2025Q3: 42,044 shares; 2025Q4: 44,906 shares; 2026Q1: 55,295 shares; 2026Q2: 90,297 shares 90,297 $19.8M 2.02% +35,002 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,753 shares; 2024Q4: 57,067 shares; 2025Q1: 56,923 shares; 2025Q2: 56,697 shares; 2025Q3: 58,167 shares; 2025Q4: 58,330 shares; 2026Q1: 57,982 shares; 2026Q2: 57,090 shares 57,090 $17.9M 1.82% -892 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: 6,248 shares; 2024Q4: 6,355 shares; 2025Q1: 8,722 shares; 2025Q2: 8,657 shares; 2025Q3: 8,622 shares; 2025Q4: 8,374 shares; 2026Q1: 8,200 shares; 2026Q2: 14,418 shares 14,418 $17.3M 1.76% +6,218 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,894 shares; 2024Q4: 279,797 shares; 2025Q1: 284,675 shares; 2025Q2: 281,656 shares; 2025Q3: 280,443 shares; 2025Q4: 296,631 shares; 2026Q1: 315,194 shares; 2026Q2: 322,958 shares 322,958 $17.2M 1.75% +7,764 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: 161,710 shares; 2024Q4: 159,964 shares; 2025Q1: 156,729 shares; 2025Q2: 113,916 shares; 2025Q3: 113,606 shares; 2025Q4: 114,204 shares; 2026Q1: 114,128 shares; 2026Q2: 113,301 shares 113,301 $17.2M 1.75% -827 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,791 shares; 2024Q4: 852,913 shares; 2025Q1: 848,626 shares; 2025Q2: 840,915 shares; 2025Q3: 823,311 shares; 2025Q4: 814,583 shares; 2026Q1: 830,909 shares; 2026Q2: 854,132 shares 854,132 $17.1M 1.74% +23,223 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: 10,786 shares; 2024Q4: 10,895 shares; 2025Q1: 10,842 shares; 2025Q2: 10,714 shares; 2025Q3: 10,611 shares; 2025Q4: 10,501 shares; 2026Q1: 10,335 shares; 2026Q2: 9,812 shares 9,812 $16.7M 1.7% -523 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: 54,397 shares; 2024Q4: 54,096 shares; 2025Q1: 52,117 shares; 2025Q2: 51,178 shares; 2025Q3: 49,792 shares; 2025Q4: 48,879 shares; 2026Q1: 48,612 shares; 2026Q2: 48,107 shares 48,107 $16.5M 1.68% -505 Timeline MOAT 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: 62,395 shares; 2024Q4: 61,202 shares; 2025Q1: 65,489 shares; 2025Q2: 67,359 shares; 2025Q3: 72,185 shares; 2025Q4: 78,104 shares; 2026Q1: 93,899 shares; 2026Q2: 157,363 shares 157,363 $16.4M 1.67% +63,464 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,289 shares; 2024Q4: 44,282 shares; 2025Q1: 44,753 shares; 2025Q2: 55,232 shares; 2025Q3: 55,149 shares; 2025Q4: 54,413 shares; 2026Q1: 52,443 shares; 2026Q2: 79,167 shares 79,167 $15.8M 1.61% +26,724 Timeline SPTM 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: 89,357 shares; 2024Q4: 84,989 shares; 2025Q1: 87,163 shares; 2025Q2: 89,290 shares; 2025Q3: 93,503 shares; 2025Q4: 100,977 shares; 2026Q1: 128,874 shares; 2026Q2: 171,433 shares 171,433 $15.6M 1.58% +42,559 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684,737 shares; 2024Q4: 678,917 shares; 2025Q1: 681,260 shares; 2025Q2: 689,953 shares; 2025Q3: 686,820 shares; 2025Q4: 683,277 shares; 2026Q1: 694,444 shares; 2026Q2: 688,349 shares 688,349 $15.1M 1.54% -6,095 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,021 shares; 2024Q4: 295,300 shares; 2025Q1: 294,550 shares; 2025Q2: 295,653 shares; 2025Q3: 291,885 shares; 2025Q4: 292,592 shares; 2026Q1: 294,843 shares; 2026Q2: 289,305 shares 289,305 $15.1M 1.53% -5,538 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 172,574 shares 172,574 $14.7M 1.5% new Timeline FNDE 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: 357,800 shares; 2024Q4: 273,108 shares; 2025Q1: 248,125 shares; 2025Q2: 324,582 shares; 2025Q3: 324,855 shares; 2025Q4: 345,642 shares; 2026Q1: 348,345 shares; 2026Q2: 359,305 shares 359,305 $14.3M 1.45% +10,960 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,625 shares; 2024Q4: 16,496 shares; 2025Q1: 17,969 shares; 2025Q2: 18,043 shares; 2025Q3: 18,450 shares; 2025Q4: 18,540 shares; 2026Q1: 27,625 shares; 2026Q2: 26,548 shares 26,548 $14.1M 1.43% -1,077 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: 51,310 shares; 2024Q4: 49,859 shares; 2025Q1: 50,764 shares; 2025Q2: 52,734 shares; 2025Q3: 53,986 shares; 2025Q4: 58,547 shares; 2026Q1: 63,362 shares; 2026Q2: 66,033 shares 66,033 $14M 1.43% +2,671 Timeline BBSB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 132,092 shares 132,092 $13M 1.32% new 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: 112,300 shares; 2024Q4: 114,169 shares; 2025Q1: 251,278 shares; 2025Q2: 225,420 shares; 2025Q3: 242,845 shares; 2025Q4: 271,164 shares; 2026Q1: 279,159 shares; 2026Q2: 107,436 shares 107,436 $12.6M 1.28% -171,723 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,879 shares; 2024Q4: 110,231 shares; 2025Q1: 106,970 shares; 2025Q2: 107,961 shares; 2025Q3: 108,229 shares; 2025Q4: 114,327 shares; 2026Q1: 117,522 shares; 2026Q2: 50,284 shares 50,284 $12.5M 1.28% -67,238 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,961 shares; 2024Q4: 23,421 shares; 2025Q1: 23,750 shares; 2025Q2: 24,157 shares; 2025Q3: 24,838 shares; 2025Q4: 25,204 shares; 2026Q1: 26,725 shares; 2026Q2: 26,608 shares 26,608 $12.4M 1.26% -117 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: 17,309 shares; 2024Q4: 17,304 shares; 2025Q1: 17,070 shares; 2025Q2: 16,956 shares; 2025Q3: 17,019 shares; 2025Q4: 17,966 shares; 2026Q1: 107,447 shares; 2026Q2: 128,258 shares 128,258 $12.4M 1.26% +20,811 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,280 shares; 2024Q4: 71,329 shares; 2025Q1: 71,788 shares; 2025Q2: 71,484 shares; 2025Q3: 71,404 shares; 2025Q4: 71,818 shares; 2026Q1: 71,826 shares; 2026Q2: 72,458 shares 72,458 $12.3M 1.25% +632 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,918 shares; 2024Q4: 280,343 shares; 2025Q1: 311,328 shares; 2025Q2: 284,487 shares; 2025Q3: 304,317 shares; 2025Q4: 335,234 shares; 2026Q1: 351,174 shares; 2026Q2: 125,676 shares 125,676 $11.9M 1.21% -225,498 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: 33,883 shares; 2024Q4: 34,509 shares; 2025Q1: 34,442 shares; 2025Q2: 34,405 shares; 2025Q3: 32,250 shares; 2025Q4: 32,010 shares; 2026Q1: 33,778 shares; 2026Q2: 32,830 shares 32,830 $11.6M 1.18% -948 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: 5,661 shares; 2024Q4: 5,406 shares; 2025Q1: 5,966 shares; 2025Q2: 4,997 shares; 2025Q3: 5,020 shares; 2025Q4: 4,942 shares; 2026Q1: 5,032 shares; 2026Q2: 137,664 shares 137,664 $11.4M 1.16% +132,632 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,503 shares 35,503 $10.7M 1.09% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,631 shares; 2024Q4: 216,467 shares; 2025Q1: 226,112 shares; 2025Q2: 226,872 shares; 2025Q3: 228,155 shares; 2025Q4: 212,546 shares; 2026Q1: 234,920 shares; 2026Q2: 233,477 shares 233,477 $9.89M 1.01% -1,443 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,613 shares; 2024Q4: 47,926 shares; 2025Q1: 48,912 shares; 2025Q2: 50,153 shares; 2025Q3: 52,002 shares; 2025Q4: 51,387 shares; 2026Q1: 59,285 shares; 2026Q2: 59,299 shares 59,299 $9.7M 0.99% +14 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,364 shares; 2024Q4: 69,465 shares; 2025Q1: 70,847 shares; 2025Q2: 71,014 shares; 2025Q3: 71,020 shares; 2025Q4: 69,016 shares; 2026Q1: 70,093 shares; 2026Q2: 68,775 shares 68,775 $9.67M 0.98% -1,318 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: 94,350 shares; 2024Q4: 97,192 shares; 2025Q1: 101,165 shares; 2025Q2: 101,074 shares; 2025Q3: 100,202 shares; 2025Q4: 101,857 shares; 2026Q1: 102,807 shares; 2026Q2: 99,773 shares 99,773 $9.6M 0.98% -3,034 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: 59,762 shares; 2024Q4: 59,923 shares; 2025Q1: 93,600 shares; 2025Q2: 105,453 shares; 2025Q3: 178,420 shares; 2025Q4: 202,646 shares; 2026Q1: 209,768 shares; 2026Q2: 115,086 shares 115,086 $9.45M 0.96% -94,682 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,273 shares; 2024Q4: 14,910 shares; 2025Q1: 15,566 shares; 2025Q2: 15,815 shares; 2025Q3: 16,772 shares; 2025Q4: 17,922 shares; 2026Q1: 22,748 shares; 2026Q2: 31,176 shares 31,176 $9.45M 0.96% +8,428 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,766 shares 78,766 $9.41M 0.96% new Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,975 shares; 2026Q2: 122,555 shares 122,555 $8.93M 0.91% +8,580 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: 1,228 shares; 2024Q4: 1,039 shares; 2025Q1: not reported; 2025Q2: 997 shares; 2025Q3: 9,624 shares; 2025Q4: 9,548 shares; 2026Q1: 10,924 shares; 2026Q2: 23,244 shares 23,244 $8.78M 0.89% +12,320 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,188 shares; 2024Q4: 142,015 shares; 2025Q1: 135,599 shares; 2025Q2: 129,032 shares; 2025Q3: 123,681 shares; 2025Q4: 121,130 shares; 2026Q1: 120,797 shares; 2026Q2: 116,231 shares 116,231 $8.47M 0.86% -4,566 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,487 shares; 2024Q4: 66,263 shares; 2025Q1: 67,990 shares; 2025Q2: 69,966 shares; 2025Q3: 72,196 shares; 2025Q4: 73,794 shares; 2026Q1: 90,000 shares; 2026Q2: 96,935 shares 96,935 $7.7M 0.78% +6,935 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: 4,481 shares; 2024Q4: 4,439 shares; 2025Q1: 4,536 shares; 2025Q2: 4,613 shares; 2025Q3: 4,557 shares; 2025Q4: 4,432 shares; 2026Q1: 4,178 shares; 2026Q2: 3,741 shares 3,741 $7.44M 0.76% -437 Timeline FNDA 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: 74,661 shares; 2024Q4: 146,239 shares; 2025Q1: 146,253 shares; 2025Q2: 152,165 shares; 2025Q3: 154,897 shares; 2025Q4: 166,885 shares; 2026Q1: 174,536 shares; 2026Q2: 175,158 shares 175,158 $6.67M 0.68% +622 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,030 shares; 2024Q4: 309,975 shares; 2025Q1: 228,049 shares; 2025Q2: 224,281 shares; 2025Q3: 184,961 shares; 2025Q4: 122,716 shares; 2026Q1: 133,059 shares; 2026Q2: 129,848 shares 129,848 $6.54M 0.67% -3,211 Timeline SCHE 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: 349,397 shares; 2024Q4: 256,860 shares; 2025Q1: 255,151 shares; 2025Q2: 339,787 shares; 2025Q3: 340,265 shares; 2025Q4: 361,205 shares; 2026Q1: 174,124 shares; 2026Q2: 166,356 shares 166,356 $6.03M 0.61% -7,768 Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,969 shares; 2024Q4: 26,341 shares; 2025Q1: 27,672 shares; 2025Q2: 28,364 shares; 2025Q3: 31,678 shares; 2025Q4: 35,075 shares; 2026Q1: 48,207 shares; 2026Q2: 74,171 shares 74,171 $5.93M 0.6% +25,964 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,429 shares; 2024Q4: 70,917 shares; 2025Q1: 72,477 shares; 2025Q2: 73,496 shares; 2025Q3: 77,065 shares; 2025Q4: 81,848 shares; 2026Q1: 89,841 shares; 2026Q2: 116,463 shares 116,463 $5.87M 0.6% +26,622 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,542 shares; 2024Q4: 52,803 shares; 2025Q1: 55,717 shares; 2025Q2: 56,430 shares; 2025Q3: 62,711 shares; 2025Q4: 67,808 shares; 2026Q1: 90,090 shares; 2026Q2: 142,558 shares 142,558 $5.84M 0.59% +52,468 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: 17,999 shares; 2024Q4: 17,797 shares; 2025Q1: 17,895 shares; 2025Q2: 17,422 shares; 2025Q3: 17,158 shares; 2025Q4: 16,368 shares; 2026Q1: 16,050 shares; 2026Q2: 15,728 shares 15,728 $5.79M 0.59% -322 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,857 shares 9,857 $5.69M 0.58% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,837 shares; 2024Q4: 43,776 shares; 2025Q1: 47,467 shares; 2025Q2: 48,252 shares; 2025Q3: 51,459 shares; 2025Q4: 56,412 shares; 2026Q1: 63,813 shares; 2026Q2: 88,811 shares 88,811 $4.86M 0.49% +24,998 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: 13,472 shares; 2024Q4: 13,485 shares; 2025Q1: 13,520 shares; 2025Q2: 13,720 shares; 2025Q3: 13,664 shares; 2025Q4: 13,229 shares; 2026Q1: 12,880 shares; 2026Q2: 12,163 shares 12,163 $4.54M 0.46% -717 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,467 shares; 2024Q4: 65,775 shares; 2025Q1: 71,913 shares; 2025Q2: 73,823 shares; 2025Q3: 76,484 shares; 2025Q4: 81,086 shares; 2026Q1: 95,471 shares; 2026Q2: 170,474 shares 170,474 $4.3M 0.44% +75,003 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: 41,678 shares; 2024Q4: 44,992 shares; 2025Q1: 43,823 shares; 2025Q2: 45,724 shares; 2025Q3: 49,786 shares; 2025Q4: 52,320 shares; 2026Q1: 59,739 shares; 2026Q2: 81,232 shares 81,232 $4.26M 0.43% +21,493 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: 12,965 shares; 2024Q4: 12,633 shares; 2025Q1: 10,205 shares; 2025Q2: 10,480 shares; 2025Q3: 10,457 shares; 2025Q4: 10,477 shares; 2026Q1: 9,920 shares; 2026Q2: 7,406 shares 7,406 $4.17M 0.42% -2,514 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 27,540 shares 27,540 $4.16M 0.42% new 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: 16,349 shares; 2024Q4: 15,795 shares; 2025Q1: 15,811 shares; 2025Q2: 15,871 shares; 2025Q3: 15,871 shares; 2025Q4: 14,884 shares; 2026Q1: 14,444 shares; 2026Q2: 11,529 shares 11,529 $4.12M 0.42% -2,915 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,712 shares; 2026Q2: 3,381 shares 3,381 $3.9M 0.4% -331 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: 8,436 shares; 2024Q4: 8,440 shares; 2025Q1: 8,302 shares; 2025Q2: 8,341 shares; 2025Q3: 8,340 shares; 2025Q4: 8,295 shares; 2026Q1: 8,057 shares; 2026Q2: 7,766 shares 7,766 $3.27M 0.33% -291 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,992 shares; 2024Q4: 17,230 shares; 2025Q1: 16,934 shares; 2025Q2: 22,303 shares; 2025Q3: 28,387 shares; 2025Q4: 32,337 shares; 2026Q1: 41,433 shares; 2026Q2: 41,320 shares 41,320 $3.07M 0.31% -113 Timeline FNDC 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: 61,361 shares; 2024Q4: 55,637 shares; 2025Q1: 56,789 shares; 2025Q2: 56,943 shares; 2025Q3: 57,206 shares; 2025Q4: 61,350 shares; 2026Q1: 63,032 shares; 2026Q2: 63,063 shares 63,063 $3.06M 0.31% +31 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,934 shares; 2024Q4: 33,883 shares; 2025Q1: 34,099 shares; 2025Q2: 33,870 shares; 2025Q3: 33,433 shares; 2025Q4: 32,494 shares; 2026Q1: 22,331 shares; 2026Q2: 15,745 shares 15,745 $2.88M 0.29% -6,586 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,397 shares; 2024Q4: 25,921 shares; 2025Q1: 25,323 shares; 2025Q2: 29,538 shares; 2025Q3: 39,164 shares; 2025Q4: 47,080 shares; 2026Q1: 59,245 shares; 2026Q2: 59,461 shares 59,461 $2.86M 0.29% +216 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,214 shares; 2024Q4: 70,914 shares; 2025Q1: 72,703 shares; 2025Q2: 74,640 shares; 2025Q3: 78,128 shares; 2025Q4: 80,613 shares; 2026Q1: 90,707 shares; 2026Q2: 117,263 shares 117,263 $2.72M 0.28% +26,556 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: 5,715 shares; 2024Q4: 5,615 shares; 2025Q1: 5,874 shares; 2025Q2: 5,862 shares; 2025Q3: 5,840 shares; 2025Q4: 5,771 shares; 2026Q1: 5,470 shares; 2026Q2: 5,136 shares 5,136 $2.7M 0.28% -334 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: 19,264 shares; 2024Q4: 18,941 shares; 2025Q1: 18,941 shares; 2025Q2: 18,579 shares; 2025Q3: 18,207 shares; 2025Q4: 18,158 shares; 2026Q1: 18,158 shares; 2026Q2: 18,158 shares 18,158 $2.66M 0.27% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,056 shares; 2024Q4: 62,598 shares; 2025Q1: 65,775 shares; 2025Q2: 68,050 shares; 2025Q3: 71,142 shares; 2025Q4: 75,816 shares; 2026Q1: 87,399 shares; 2026Q2: 119,446 shares 119,446 $2.6M 0.27% +32,047 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,983 shares; 2024Q4: 16,893 shares; 2025Q1: 17,149 shares; 2025Q2: 17,067 shares; 2025Q3: 16,982 shares; 2025Q4: 16,633 shares; 2026Q1: 17,569 shares; 2026Q2: 9,623 shares 9,623 $2.51M 0.26% -7,946 Timeline SCHX 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: 38,227 shares; 2024Q4: 113,456 shares; 2025Q1: 102,123 shares; 2025Q2: 100,563 shares; 2025Q3: 99,459 shares; 2025Q4: 92,606 shares; 2026Q1: 84,152 shares; 2026Q2: 80,934 shares 80,934 $2.38M 0.24% -3,218 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,112 shares; 2024Q4: 54,367 shares; 2025Q1: 57,321 shares; 2025Q2: 59,942 shares; 2025Q3: 63,376 shares; 2025Q4: 69,255 shares; 2026Q1: 75,236 shares; 2026Q2: 92,429 shares 92,429 $2.24M 0.23% +17,193 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,610 shares; 2024Q4: 81,027 shares; 2025Q1: 80,694 shares; 2025Q2: 80,939 shares; 2025Q3: 80,622 shares; 2025Q4: 77,012 shares; 2026Q1: 54,307 shares; 2026Q2: 49,814 shares 49,814 $2.08M 0.21% -4,493 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: 2,383 shares; 2024Q4: 2,367 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares; 2025Q3: 2,313 shares; 2025Q4: 2,316 shares; 2026Q1: 2,916 shares; 2026Q2: 2,425 shares 2,425 $1.82M 0.18% -491 Timeline BIL 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: 27,933 shares; 2024Q4: 125,331 shares; 2025Q1: 123,276 shares; 2025Q2: 19,760 shares; 2025Q3: 183,749 shares; 2025Q4: 73,653 shares; 2026Q1: 70,178 shares; 2026Q2: 19,581 shares 19,581 $1.79M 0.18% -50,597 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 620 shares; 2024Q4: 621 shares; 2025Q1: 631 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 779 shares; 2026Q1: 782 shares; 2026Q2: 9,724 shares 9,724 $1.73M 0.18% +8,942 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,885 shares; 2025Q3: 7,479 shares; 2025Q4: 7,158 shares; 2026Q1: 6,611 shares; 2026Q2: 4,115 shares 4,115 $1.64M 0.17% -2,496 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,343 shares; 2024Q4: 9,419 shares; 2025Q1: 9,485 shares; 2025Q2: 9,558 shares; 2025Q3: 9,618 shares; 2025Q4: 9,675 shares; 2026Q1: 9,727 shares; 2026Q2: 9,773 shares 9,773 $1.37M 0.14% +46 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,560 shares; 2025Q4: 5,560 shares; 2026Q1: 5,560 shares; 2026Q2: 5,560 shares 5,560 $1.36M 0.14% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,983 shares; 2024Q4: 15,813 shares; 2025Q1: 15,545 shares; 2025Q2: 14,903 shares; 2025Q3: 14,873 shares; 2025Q4: 14,457 shares; 2026Q1: 13,461 shares; 2026Q2: 8,909 shares 8,909 $1.36M 0.14% -4,552 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,508 shares; 2024Q4: 6,508 shares; 2025Q1: 6,636 shares; 2025Q2: 6,415 shares; 2025Q3: 6,415 shares; 2025Q4: 6,118 shares; 2026Q1: 6,241 shares; 2026Q2: 5,623 shares 5,623 $1.29M 0.13% -618 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: 8,536 shares; 2024Q4: 8,556 shares; 2025Q1: 8,660 shares; 2025Q2: 8,612 shares; 2025Q3: 8,583 shares; 2025Q4: 7,789 shares; 2026Q1: 5,345 shares; 2026Q2: 3,710 shares 3,710 $1.28M 0.13% -1,635 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,474 shares; 2024Q4: 105,457 shares; 2025Q1: 106,850 shares; 2025Q2: 106,932 shares; 2025Q3: 108,196 shares; 2025Q4: 115,572 shares; 2026Q1: 52,830 shares; 2026Q2: 33,090 shares 33,090 $1.17M 0.12% -19,740 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: 4,896 shares; 2024Q4: 4,697 shares; 2025Q1: 4,682 shares; 2025Q2: 4,491 shares; 2025Q3: 4,491 shares; 2025Q4: 4,541 shares; 2026Q1: 4,641 shares; 2026Q2: 4,641 shares 4,641 $1.11M 0.11% 0 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: 4,929 shares; 2024Q4: 4,872 shares; 2025Q1: 4,903 shares; 2025Q2: 4,845 shares; 2025Q3: 3,516 shares; 2025Q4: 17,340 shares; 2026Q1: 16,285 shares; 2026Q2: 11,087 shares 11,087 $1.1M 0.11% -5,198 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,756 shares; 2025Q3: 4,756 shares; 2025Q4: 3,422 shares; 2026Q1: 4,154 shares; 2026Q2: 1,878 shares 1,878 $1.05M 0.11% -2,276 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,709 shares; 2025Q3: 2,709 shares; 2025Q4: 2,672 shares; 2026Q1: 2,478 shares; 2026Q2: 1,689 shares 1,689 $946K 0.1% -789 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,575 shares; 2025Q4: 930 shares; 2026Q1: 930 shares; 2026Q2: 1,899 shares 1,899 $943K 0.1% +969 Timeline SCHF 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: 24,743 shares; 2024Q4: 46,075 shares; 2025Q1: 45,612 shares; 2025Q2: 43,489 shares; 2025Q3: 42,658 shares; 2025Q4: 41,164 shares; 2026Q1: 34,931 shares; 2026Q2: 33,295 shares 33,295 $922K 0.09% -1,636 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,054 shares; 2025Q4: 19,974 shares; 2026Q1: 18,088 shares; 2026Q2: 7,725 shares 7,725 $882K 0.09% -10,363 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: 5,824 shares; 2024Q4: 5,824 shares; 2025Q1: 5,824 shares; 2025Q2: 5,367 shares; 2025Q3: 5,367 shares; 2025Q4: 5,294 shares; 2026Q1: 5,294 shares; 2026Q2: 5,294 shares 5,294 $776K 0.08% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,032 shares; 2024Q4: 6,032 shares; 2025Q1: 6,032 shares; 2025Q2: 6,032 shares; 2025Q3: 6,032 shares; 2025Q4: 6,032 shares; 2026Q1: 6,032 shares; 2026Q2: 6,032 shares 6,032 $732K 0.07% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,141 shares; 2024Q4: 17,928 shares; 2025Q1: 17,464 shares; 2025Q2: 17,458 shares; 2025Q3: 17,494 shares; 2025Q4: 16,960 shares; 2026Q1: 18,222 shares; 2026Q2: 18,429 shares 18,429 $624K 0.06% +207 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: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $578K 0.06% 0 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: 1,298 shares; 2024Q4: 1,368 shares; 2025Q1: 1,353 shares; 2025Q2: 1,347 shares; 2025Q3: 1,344 shares; 2025Q4: 2,037 shares; 2026Q1: 1,529 shares; 2026Q2: 1,502 shares 1,502 $561K 0.06% -27 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,185 shares; 2024Q4: 4,185 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 3,065 shares; 2025Q4: 3,065 shares; 2026Q1: 3,065 shares; 2026Q2: 3,065 shares 3,065 $548K 0.06% 0 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: 2,286 shares; 2024Q4: 2,249 shares; 2025Q1: 2,216 shares; 2025Q2: 2,213 shares; 2025Q3: 2,183 shares; 2025Q4: 2,112 shares; 2026Q1: 2,292 shares; 2026Q2: 2,292 shares 2,292 $520K 0.05% 0 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: 2,968 shares; 2024Q4: 2,968 shares; 2025Q1: 2,968 shares; 2025Q2: 2,968 shares; 2025Q3: 2,968 shares; 2025Q4: 2,968 shares; 2026Q1: 2,968 shares; 2026Q2: 2,968 shares 2,968 $492K 0.05% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,725 shares; 2024Q4: 290,153 shares; 2025Q1: 292,866 shares; 2025Q2: 292,280 shares; 2025Q3: 575,800 shares; 2025Q4: 570,998 shares; 2026Q1: 466,988 shares; 2026Q2: 18,926 shares 18,926 $489K 0.05% -448,062 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,382 shares 1,382 $468K 0.05% new 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: 3,597 shares; 2025Q1: 3,659 shares; 2025Q2: 3,659 shares; 2025Q3: 3,659 shares; 2025Q4: 3,659 shares; 2026Q1: 3,659 shares; 2026Q2: 3,859 shares 3,859 $450K 0.05% +200 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: 480 shares; 2026Q1: 353 shares; 2026Q2: 372 shares 372 $437K 0.04% +19 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,197 shares; 2024Q4: 4,197 shares; 2025Q1: 3,756 shares; 2025Q2: 3,406 shares; 2025Q3: 3,406 shares; 2025Q4: 3,375 shares; 2026Q1: 3,307 shares; 2026Q2: 3,056 shares 3,056 $418K 0.04% -251 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: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,159 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,492 shares; 2026Q1: 1,492 shares; 2026Q2: 1,537 shares 1,537 $390K 0.04% +45 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: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares; 2026Q2: 1,745 shares 1,745 $390K 0.04% 0 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,384 shares; 2025Q4: 4,384 shares; 2026Q1: 4,384 shares; 2026Q2: 4,384 shares 4,384 $367K 0.04% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,655 shares; 2024Q4: 8,890 shares; 2025Q1: 8,890 shares; 2025Q2: 8,890 shares; 2025Q3: 8,819 shares; 2025Q4: 8,622 shares; 2026Q1: 6,938 shares; 2026Q2: 6,938 shares 6,938 $359K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,465 shares; 2025Q4: 1,706 shares; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405 $354K 0.04% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,981 shares; 2024Q4: 10,873 shares; 2025Q1: 10,981 shares; 2025Q2: 11,103 shares; 2025Q3: 2,674 shares; 2025Q4: 2,398 shares; 2026Q1: 2,398 shares; 2026Q2: 2,255 shares 2,255 $353K 0.04% -143 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,035 shares; 2024Q4: 2,035 shares; 2025Q1: 2,035 shares; 2025Q2: 2,035 shares; 2025Q3: 2,035 shares; 2025Q4: 2,035 shares; 2026Q1: 2,035 shares; 2026Q2: 2,035 shares 2,035 $344K 0.04% 0 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: 3,855 shares; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 4,005 shares; 2025Q3: 4,005 shares; 2025Q4: 4,005 shares; 2026Q1: 3,505 shares; 2026Q2: 3,505 shares 3,505 $335K 0.03% 0 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: 2,400 shares 2,400 $335K 0.03% new 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: 3,746 shares; 2024Q4: 3,746 shares; 2025Q1: 4,105 shares; 2025Q2: 4,108 shares; 2025Q3: 4,108 shares; 2025Q4: 4,108 shares; 2026Q1: 4,086 shares; 2026Q2: 4,086 shares 4,086 $332K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,104 shares; 2024Q4: 3,104 shares; 2025Q1: 3,104 shares; 2025Q2: 3,104 shares; 2025Q3: 3,104 shares; 2025Q4: 3,104 shares; 2026Q1: 3,104 shares; 2026Q2: 3,104 shares 3,104 $323K 0.03% 0 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: 638 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 629 shares; 2026Q1: 629 shares; 2026Q2: 629 shares 629 $315K 0.03% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111 shares; 2024Q4: 1,058 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $309K 0.03% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 62,027 shares; 2026Q1: 62,027 shares; 2026Q2: 62,027 shares 62,027 $293K 0.03% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,347 shares; 2024Q4: 121,195 shares; 2025Q1: 130,729 shares; 2025Q2: 140,721 shares; 2025Q3: 140,058 shares; 2025Q4: 157,258 shares; 2026Q1: 9,624 shares; 2026Q2: 6,083 shares 6,083 $292K 0.03% -3,541 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: 2,113 shares; 2024Q4: 2,113 shares; 2025Q1: 2,233 shares; 2025Q2: 2,233 shares; 2025Q3: 3,322 shares; 2025Q4: 3,202 shares; 2026Q1: 3,202 shares; 2026Q2: 3,202 shares 3,202 $291K 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: 2,024 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,013 shares; 2026Q2: 2,250 shares 2,250 $289K 0.03% +237 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: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $284K 0.03% 0 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: 899 shares; 2024Q4: 899 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 899 shares 899 $283K 0.03% -21 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 reported; 2024Q4: 468 shares; 2025Q1: 616 shares; 2025Q2: 375 shares; 2025Q3: 373 shares; 2025Q4: 373 shares; 2026Q1: 367 shares; 2026Q2: 367 shares 367 $270K 0.03% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,222 shares; 2024Q4: 1,222 shares; 2025Q1: 1,222 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 1,222 shares; 2026Q1: 1,222 shares; 2026Q2: 1,222 shares 1,222 $252K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 433 shares 433 $252K 0.03% new Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,745 shares; 2026Q1: 3,793 shares; 2026Q2: 3,398 shares 3,398 $249K 0.03% -395 Timeline SCHA 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: 8,232 shares; 2024Q4: 16,465 shares; 2025Q1: 15,417 shares; 2025Q2: 14,137 shares; 2025Q3: 13,833 shares; 2025Q4: 11,467 shares; 2026Q1: 7,285 shares; 2026Q2: 6,699 shares 6,699 $242K 0.02% -586 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $225K 0.02% 0 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES 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: 7,098 shares; 2026Q1: 7,143 shares; 2026Q2: 6,412 shares 6,412 $222K 0.02% -731 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,671 shares; 2026Q2: 1,950 shares 1,950 $221K 0.02% +279 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: 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: 1,000 shares 1,000 $220K 0.02% 0 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: 435 shares; 2024Q4: 435 shares; 2025Q1: 415 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 415 shares 415 $213K 0.02% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,921 shares; 2026Q1: not reported; 2026Q2: 3,696 shares 3,696 $211K 0.02% new Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,653 shares 6,653 $203K 0.02% new Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 11,290 shares; 2026Q1: 11,290 shares; 2026Q2: 11,290 shares 11,290 $191K 0.02% 0 Timeline MXCT MAXCYTE INC More: the full row for MAXCYTE 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: 88,623 shares; 2026Q1: 88,623 shares; 2026Q2: 88,623 shares 88,623 $109K 0.01% 0 Timeline