AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 585,123 shares; 2024Q4: 487,002 shares; 2025Q1: 575,216 shares; 2025Q2: 597,740 shares; 2025Q3: 587,795 shares; 2025Q4: 577,778 shares; 2026Q1: 544,538 shares; 2026Q2: 536,055 shares 536,055 $155M 16.69% -8,483 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: 649,697 shares; 2024Q4: 628,218 shares; 2025Q1: 658,425 shares; 2025Q2: 647,266 shares; 2025Q3: 620,115 shares; 2025Q4: 613,000 shares; 2026Q1: 572,728 shares; 2026Q2: 560,003 shares 560,003 $112M 12.06% -12,725 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: 68,809 shares; 2024Q4: 63,143 shares; 2025Q1: 68,356 shares; 2025Q2: 67,733 shares; 2025Q3: 65,491 shares; 2025Q4: 64,994 shares; 2026Q1: 63,595 shares; 2026Q2: 61,747 shares 61,747 $57.8M 6.22% -1,848 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: 69,155 shares; 2024Q4: 61,531 shares; 2025Q1: 72,601 shares; 2025Q2: 72,754 shares; 2025Q3: 70,065 shares; 2025Q4: 69,700 shares; 2026Q1: 69,295 shares; 2026Q2: 68,157 shares 68,157 $49.3M 5.3% -1,138 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: 111,826 shares; 2024Q4: 94,637 shares; 2025Q1: 107,367 shares; 2025Q2: 112,598 shares; 2025Q3: 110,812 shares; 2025Q4: 110,060 shares; 2026Q1: 108,110 shares; 2026Q2: 106,559 shares 106,559 $37.7M 4.05% -1,551 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: 329,317 shares; 2024Q4: 301,423 shares; 2025Q1: 318,951 shares; 2025Q2: 316,801 shares; 2025Q3: 309,589 shares; 2025Q4: 308,877 shares; 2026Q1: 282,141 shares; 2026Q2: 269,976 shares 269,976 $30.6M 3.29% -12,165 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,121 shares; 2024Q4: 6,295 shares; 2025Q1: 18,883 shares; 2025Q2: 63,490 shares; 2025Q3: 124,351 shares; 2025Q4: 122,076 shares; 2026Q1: 121,832 shares; 2026Q2: 93,206 shares 93,206 $27.8M 2.99% -28,626 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,500 shares; 2025Q2: 35,825 shares; 2025Q3: 151,966 shares; 2025Q4: 261,385 shares; 2026Q1: 458,779 shares; 2026Q2: 528,870 shares 528,870 $26.4M 2.84% +70,091 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: 112,841 shares; 2024Q4: 95,931 shares; 2025Q1: 113,076 shares; 2025Q2: 112,618 shares; 2025Q3: 108,747 shares; 2025Q4: 108,261 shares; 2026Q1: 107,561 shares; 2026Q2: 101,801 shares 101,801 $24.3M 2.61% -5,760 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: 225,536 shares; 2024Q4: 206,091 shares; 2025Q1: 175,523 shares; 2025Q2: 176,266 shares; 2025Q3: 170,367 shares; 2025Q4: 168,045 shares; 2026Q1: 163,375 shares; 2026Q2: 152,811 shares 152,811 $17.9M 1.93% -10,564 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: 50,927 shares; 2024Q4: 49,637 shares; 2025Q1: 51,068 shares; 2025Q2: 51,306 shares; 2025Q3: 49,958 shares; 2025Q4: 49,537 shares; 2026Q1: 46,732 shares; 2026Q2: 47,532 shares 47,532 $17.7M 1.91% +800 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,428 shares; 2024Q4: 32,328 shares; 2025Q1: 33,228 shares; 2025Q2: 32,938 shares; 2025Q3: 30,838 shares; 2025Q4: 30,538 shares; 2026Q1: 29,138 shares; 2026Q2: 28,238 shares 28,238 $13.7M 1.47% -900 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: 119,385 shares; 2024Q4: 106,385 shares; 2025Q1: 104,850 shares; 2025Q2: 103,150 shares; 2025Q3: 98,120 shares; 2025Q4: 97,820 shares; 2026Q1: 97,942 shares; 2026Q2: 99,360 shares 99,360 $11.6M 1.25% +1,418 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: 38,955 shares; 2024Q4: 38,622 shares; 2025Q1: 39,487 shares; 2025Q2: 47,509 shares; 2025Q3: 52,499 shares; 2025Q4: 62,776 shares; 2026Q1: 68,001 shares; 2026Q2: 77,598 shares 77,598 $11.4M 1.22% +9,597 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,702 shares; 2024Q4: 80,702 shares; 2025Q1: 80,300 shares; 2025Q2: 80,150 shares; 2025Q3: 79,950 shares; 2025Q4: 158,067 shares; 2026Q1: 159,042 shares; 2026Q2: 167,727 shares 167,727 $11.3M 1.22% +8,685 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: 11,030 shares; 2024Q4: 10,480 shares; 2025Q1: 13,736 shares; 2025Q2: 13,474 shares; 2025Q3: 12,466 shares; 2025Q4: 11,862 shares; 2026Q1: 10,870 shares; 2026Q2: 9,610 shares 9,610 $10.2M 1.1% -1,260 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: 56,265 shares; 2024Q4: 54,314 shares; 2025Q1: 54,104 shares; 2025Q2: 52,654 shares; 2025Q3: 49,130 shares; 2025Q4: 47,310 shares; 2026Q1: 46,911 shares; 2026Q2: 45,506 shares 45,506 $10M 1.08% -1,405 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: 82,013 shares; 2024Q4: 81,179 shares; 2025Q1: 80,589 shares; 2025Q2: 79,902 shares; 2025Q3: 79,616 shares; 2025Q4: 78,493 shares; 2026Q1: 78,181 shares; 2026Q2: 73,098 shares 73,098 $9.99M 1.08% -5,083 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: 122,655 shares; 2024Q4: 129,456 shares; 2025Q1: 127,384 shares; 2025Q2: 126,397 shares; 2025Q3: 123,597 shares; 2025Q4: 125,243 shares; 2026Q1: 122,861 shares; 2026Q2: 117,990 shares 117,990 $9.59M 1.03% -4,871 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: 25,980 shares; 2024Q4: 19,896 shares; 2025Q1: 19,580 shares; 2025Q2: 19,790 shares; 2025Q3: 18,518 shares; 2025Q4: 17,630 shares; 2026Q1: 17,430 shares; 2026Q2: 16,022 shares 16,022 $9.31M 1% -1,408 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: 26,829 shares; 2024Q4: 26,149 shares; 2025Q1: 27,039 shares; 2025Q2: 26,624 shares; 2025Q3: 26,224 shares; 2025Q4: 25,324 shares; 2026Q1: 25,374 shares; 2026Q2: 25,647 shares 25,647 $9.17M 0.99% +273 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: 55,883 shares; 2024Q4: 52,335 shares; 2025Q1: 53,161 shares; 2025Q2: 53,515 shares; 2025Q3: 52,959 shares; 2025Q4: 52,819 shares; 2026Q1: 55,896 shares; 2026Q2: 45,306 shares 45,306 $8.37M 0.9% -10,590 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,541 shares; 2024Q4: 89,991 shares; 2025Q1: 90,957 shares; 2025Q2: 91,013 shares; 2025Q3: 88,438 shares; 2025Q4: 86,264 shares; 2026Q1: 82,954 shares; 2026Q2: 81,255 shares 81,255 $7.5M 0.81% -1,699 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,050 shares; 2024Q4: 32,050 shares; 2025Q1: 33,800 shares; 2025Q2: 33,800 shares; 2025Q3: 33,500 shares; 2025Q4: 30,400 shares; 2026Q1: 30,250 shares; 2026Q2: 29,170 shares 29,170 $7.45M 0.8% -1,080 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,380 shares; 2025Q2: not reported; 2025Q3: 16,754 shares; 2025Q4: 16,589 shares; 2026Q1: 16,564 shares; 2026Q2: 16,340 shares 16,340 $7.08M 0.76% -224 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: 14,097 shares; 2024Q4: 13,334 shares; 2025Q1: 13,848 shares; 2025Q2: 13,468 shares; 2025Q3: 13,248 shares; 2025Q4: 13,288 shares; 2026Q1: 12,993 shares; 2026Q2: 12,754 shares 12,754 $6.5M 0.7% -239 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,187 shares; 2025Q3: 31,182 shares; 2025Q4: 55,382 shares; 2026Q1: 64,102 shares; 2026Q2: 63,687 shares 63,687 $6.32M 0.68% -415 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,928 shares; 2024Q4: 43,613 shares; 2025Q1: 72,213 shares; 2025Q2: 71,675 shares; 2025Q3: 68,717 shares; 2025Q4: 57,259 shares; 2026Q1: 94,529 shares; 2026Q2: 90,478 shares 90,478 $6.13M 0.66% -4,051 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 4,750 shares; 2025Q1: 5,850 shares; 2025Q2: 5,850 shares; 2025Q3: 5,850 shares; 2025Q4: 5,850 shares; 2026Q1: 5,150 shares; 2026Q2: 5,020 shares 5,020 $5.79M 0.62% -130 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,161 shares; 2024Q4: 17,396 shares; 2025Q1: 29,282 shares; 2025Q2: 32,552 shares; 2025Q3: 31,419 shares; 2025Q4: 29,312 shares; 2026Q1: 28,597 shares; 2026Q2: 28,167 shares 28,167 $5.77M 0.62% -430 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: 10,579 shares; 2024Q4: 9,854 shares; 2025Q1: 10,404 shares; 2025Q2: 10,857 shares; 2025Q3: 10,807 shares; 2025Q4: 10,697 shares; 2026Q1: 10,571 shares; 2026Q2: 10,123 shares 10,123 $5.7M 0.61% -448 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,789 shares; 2024Q4: 48,251 shares; 2025Q1: 53,648 shares; 2025Q2: 54,620 shares; 2025Q3: 53,727 shares; 2025Q4: 49,459 shares; 2026Q1: 49,827 shares; 2026Q2: 48,944 shares 48,944 $5.56M 0.6% -883 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,646 shares; 2024Q4: 26,034 shares; 2025Q1: 26,506 shares; 2025Q2: 25,101 shares; 2025Q3: 23,326 shares; 2025Q4: 23,272 shares; 2026Q1: 24,067 shares; 2026Q2: 28,220 shares 28,220 $5.01M 0.54% +4,153 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: 30,181 shares; 2024Q4: 27,523 shares; 2025Q1: 30,257 shares; 2025Q2: 29,215 shares; 2025Q3: 28,765 shares; 2025Q4: 26,197 shares; 2026Q1: 26,187 shares; 2026Q2: 26,272 shares 26,272 $4.98M 0.54% +85 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: 94,375 shares; 2024Q4: 87,477 shares; 2025Q1: 89,752 shares; 2025Q2: 92,538 shares; 2025Q3: 90,525 shares; 2025Q4: 88,615 shares; 2026Q1: 86,485 shares; 2026Q2: 83,569 shares 83,569 $4.76M 0.51% -2,916 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 31,190 shares; 2025Q3: 31,190 shares; 2025Q4: 31,190 shares; 2026Q1: 30,790 shares; 2026Q2: 29,740 shares 29,740 $4.71M 0.51% -1,050 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: 38,723 shares; 2024Q4: 35,289 shares; 2025Q1: 39,163 shares; 2025Q2: 35,444 shares; 2025Q3: 34,610 shares; 2025Q4: 33,370 shares; 2026Q1: 33,130 shares; 2026Q2: 31,830 shares 31,830 $4.66M 0.5% -1,300 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,676 shares; 2024Q4: 18,512 shares; 2025Q1: 18,534 shares; 2025Q2: 20,363 shares; 2025Q3: 19,875 shares; 2025Q4: 35,011 shares; 2026Q1: 34,573 shares; 2026Q2: 33,524 shares 33,524 $4.38M 0.47% -1,049 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: 22,113 shares; 2024Q4: 17,329 shares; 2025Q1: 16,822 shares; 2025Q2: 16,054 shares; 2025Q3: 15,674 shares; 2025Q4: 15,474 shares; 2026Q1: 14,454 shares; 2026Q2: 13,704 shares 13,704 $4.29M 0.46% -750 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,525 shares; 2024Q4: 33,425 shares; 2025Q1: 33,325 shares; 2025Q2: 33,100 shares; 2025Q3: 33,025 shares; 2025Q4: 66,050 shares; 2026Q1: 65,550 shares; 2026Q2: 61,200 shares 61,200 $4.01M 0.43% -4,350 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: 111,981 shares; 2024Q4: 87,243 shares; 2025Q1: 91,718 shares; 2025Q2: 88,668 shares; 2025Q3: 82,598 shares; 2025Q4: 71,938 shares; 2026Q1: 69,018 shares; 2026Q2: 26,834 shares 26,834 $3.75M 0.4% -42,184 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: 15,481 shares; 2024Q4: 15,196 shares; 2025Q1: 15,446 shares; 2025Q2: 15,399 shares; 2025Q3: 15,399 shares; 2025Q4: 16,467 shares; 2026Q1: 16,667 shares; 2026Q2: 16,567 shares 16,567 $3.71M 0.4% -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: 19,508 shares; 2024Q4: 18,808 shares; 2025Q1: 19,108 shares; 2025Q2: 18,851 shares; 2025Q3: 18,371 shares; 2025Q4: 18,371 shares; 2026Q1: 17,426 shares; 2026Q2: 17,126 shares 17,126 $3.58M 0.39% -300 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,639 shares; 2024Q4: 65,639 shares; 2025Q1: 55,639 shares; 2025Q2: 55,639 shares; 2025Q3: 43,829 shares; 2025Q4: 43,829 shares; 2026Q1: 56,378 shares; 2026Q2: 56,378 shares 56,378 $3.53M 0.38% 0 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,790 shares; 2024Q4: 33,490 shares; 2025Q1: 34,690 shares; 2025Q2: 33,990 shares; 2025Q3: 29,440 shares; 2025Q4: 28,340 shares; 2026Q1: 28,340 shares; 2026Q2: 26,340 shares 26,340 $3.52M 0.38% -2,000 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,421 shares; 2024Q4: 22,610 shares; 2025Q1: 24,085 shares; 2025Q2: 24,035 shares; 2025Q3: 23,910 shares; 2025Q4: 22,660 shares; 2026Q1: 22,460 shares; 2026Q2: 21,934 shares 21,934 $3.38M 0.36% -526 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,544 shares; 2024Q4: 36,845 shares; 2025Q1: 37,184 shares; 2025Q2: 37,052 shares; 2025Q3: 36,305 shares; 2025Q4: 31,181 shares; 2026Q1: 30,159 shares; 2026Q2: 29,893 shares 29,893 $3.21M 0.35% -266 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: 42,691 shares; 2024Q4: 39,418 shares; 2025Q1: 40,896 shares; 2025Q2: 40,769 shares; 2025Q3: 39,374 shares; 2025Q4: 37,289 shares; 2026Q1: 36,038 shares; 2026Q2: 32,652 shares 32,652 $3.14M 0.34% -3,386 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: 48,161 shares; 2024Q4: 39,348 shares; 2025Q1: 39,808 shares; 2025Q2: 38,912 shares; 2025Q3: 38,167 shares; 2025Q4: 38,021 shares; 2026Q1: 36,960 shares; 2026Q2: 36,240 shares 36,240 $2.99M 0.32% -720 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,800 shares; 2024Q4: 5,800 shares; 2025Q1: 6,500 shares; 2025Q2: 6,150 shares; 2025Q3: 12,302 shares; 2025Q4: 16,443 shares; 2026Q1: 13,441 shares; 2026Q2: 13,413 shares 13,413 $2.91M 0.31% -28 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,557 shares; 2024Q4: 88,232 shares; 2025Q1: 100,627 shares; 2025Q2: 104,317 shares; 2025Q3: 102,187 shares; 2025Q4: 101,323 shares; 2026Q1: 112,170 shares; 2026Q2: 115,715 shares 115,715 $2.83M 0.3% +3,545 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: 6,327 shares; 2024Q4: 3,203 shares; 2025Q1: 6,187 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares; 2026Q1: 6,317 shares; 2026Q2: 5,932 shares 5,932 $2.56M 0.28% -385 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,033 shares; 2024Q4: 23,873 shares; 2025Q1: 24,583 shares; 2025Q2: 24,283 shares; 2025Q3: 23,215 shares; 2025Q4: 24,515 shares; 2026Q1: 30,270 shares; 2026Q2: 25,500 shares 25,500 $2.51M 0.27% -4,770 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: 13,161 shares; 2024Q4: 13,373 shares; 2025Q1: 13,954 shares; 2025Q2: 14,947 shares; 2025Q3: 14,567 shares; 2025Q4: 14,572 shares; 2026Q1: 18,863 shares; 2026Q2: 18,864 shares 18,864 $2.39M 0.26% +1 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: 15,653 shares; 2024Q4: 14,978 shares; 2025Q1: 15,392 shares; 2025Q2: 15,637 shares; 2025Q3: 15,277 shares; 2025Q4: 14,317 shares; 2026Q1: 13,917 shares; 2026Q2: 13,767 shares 13,767 $2.18M 0.24% -150 Timeline TMF DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,700 shares; 2024Q4: 26,400 shares; 2025Q1: 48,400 shares; 2025Q2: not reported; 2025Q3: 55,200 shares; 2025Q4: 49,200 shares; 2026Q1: 53,200 shares; 2026Q2: 57,730 shares 57,730 $2.05M 0.22% +4,530 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: 2,127 shares; 2024Q4: 2,127 shares; 2025Q1: 2,442 shares; 2025Q2: 2,542 shares; 2025Q3: 2,575 shares; 2025Q4: 2,537 shares; 2026Q1: 2,538 shares; 2026Q2: 2,638 shares 2,638 $1.97M 0.21% +100 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: 1,800 shares; 2024Q4: 1,650 shares; 2025Q1: 1,752 shares; 2025Q2: 1,827 shares; 2025Q3: 1,927 shares; 2025Q4: 1,957 shares; 2026Q1: 2,617 shares; 2026Q2: 2,507 shares 2,507 $1.91M 0.21% -110 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: 6,281 shares; 2024Q4: 5,614 shares; 2025Q1: 5,804 shares; 2025Q2: 5,833 shares; 2025Q3: 5,798 shares; 2025Q4: 5,723 shares; 2026Q1: 5,683 shares; 2026Q2: 5,675 shares 5,675 $1.86M 0.2% -8 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,414 shares; 2024Q4: 22,759 shares; 2025Q1: 21,414 shares; 2025Q2: 21,484 shares; 2025Q3: 19,886 shares; 2025Q4: 19,621 shares; 2026Q1: 19,086 shares; 2026Q2: 17,956 shares 17,956 $1.72M 0.19% -1,130 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,485 shares; 2024Q4: 3,485 shares; 2025Q1: 3,085 shares; 2025Q2: 2,785 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares; 2026Q1: 10,889 shares; 2026Q2: 13,039 shares 13,039 $1.71M 0.18% +2,150 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: 5,781 shares; 2024Q4: 5,672 shares; 2025Q1: 4,538 shares; 2025Q2: 4,615 shares; 2025Q3: 4,163 shares; 2025Q4: 4,088 shares; 2026Q1: 4,463 shares; 2026Q2: 4,836 shares 4,836 $1.71M 0.18% +373 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: 24,371 shares; 2024Q4: 24,094 shares; 2025Q1: 26,514 shares; 2025Q2: 25,219 shares; 2025Q3: 25,119 shares; 2025Q4: 24,969 shares; 2026Q1: 25,109 shares; 2026Q2: 24,509 shares 24,509 $1.67M 0.18% -600 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,269 shares; 2024Q4: 45,369 shares; 2025Q1: 44,884 shares; 2025Q2: 44,884 shares; 2025Q3: 38,834 shares; 2025Q4: 38,834 shares; 2026Q1: 38,834 shares; 2026Q2: 36,934 shares 36,934 $1.67M 0.18% -1,900 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,205 shares; 2024Q4: 4,205 shares; 2025Q1: 4,205 shares; 2025Q2: 4,205 shares; 2025Q3: 4,105 shares; 2025Q4: 4,005 shares; 2026Q1: 4,005 shares; 2026Q2: 4,005 shares 4,005 $1.67M 0.18% 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: 5,824 shares; 2024Q4: 5,924 shares; 2025Q1: 5,924 shares; 2025Q2: 6,009 shares; 2025Q3: 6,009 shares; 2025Q4: 5,905 shares; 2026Q1: 6,055 shares; 2026Q2: 5,960 shares 5,960 $1.61M 0.17% -95 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,544 shares; 2024Q4: 9,544 shares; 2025Q1: 4,611 shares; 2025Q2: 4,961 shares; 2025Q3: 4,461 shares; 2025Q4: 7,986 shares; 2026Q1: 11,631 shares; 2026Q2: 14,516 shares 14,516 $1.59M 0.17% +2,885 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,606 shares; 2024Q4: 37,271 shares; 2025Q1: 38,296 shares; 2025Q2: 37,684 shares; 2025Q3: 32,244 shares; 2025Q4: 31,579 shares; 2026Q1: 17,637 shares; 2026Q2: 18,812 shares 18,812 $1.57M 0.17% +1,175 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,590 shares; 2024Q4: 22,290 shares; 2025Q1: 22,490 shares; 2025Q2: 21,990 shares; 2025Q3: 20,890 shares; 2025Q4: 20,890 shares; 2026Q1: 20,890 shares; 2026Q2: 19,890 shares 19,890 $1.57M 0.17% -1,000 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: 1,102 shares; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 2,502 shares; 2025Q3: 2,502 shares; 2025Q4: 2,502 shares; 2026Q1: 3,138 shares; 2026Q2: 3,039 shares 3,039 $1.52M 0.16% -99 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,650 shares; 2025Q1: 7,330 shares; 2025Q2: 10,695 shares; 2025Q3: 10,695 shares; 2025Q4: 15,395 shares; 2026Q1: 16,245 shares; 2026Q2: 17,045 shares 17,045 $1.47M 0.16% +800 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $1.47M 0.16% 0 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: 12,466 shares; 2024Q4: 11,666 shares; 2025Q1: 11,666 shares; 2025Q2: 11,372 shares; 2025Q3: 11,033 shares; 2025Q4: 10,983 shares; 2026Q1: 4,283 shares; 2026Q2: 4,283 shares 4,283 $1.47M 0.16% 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: 3,370 shares; 2024Q4: 3,410 shares; 2025Q1: 3,473 shares; 2025Q2: 3,530 shares; 2025Q3: 3,476 shares; 2025Q4: 3,412 shares; 2026Q1: 3,474 shares; 2026Q2: 3,474 shares 3,474 $1.46M 0.16% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,674 shares; 2024Q4: 32,099 shares; 2025Q1: 34,859 shares; 2025Q2: 35,589 shares; 2025Q3: 35,514 shares; 2025Q4: 34,794 shares; 2026Q1: 34,995 shares; 2026Q2: 33,676 shares 33,676 $1.45M 0.16% -1,319 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,257 shares; 2024Q4: 8,157 shares; 2025Q1: 10,146 shares; 2025Q2: 10,515 shares; 2025Q3: 10,515 shares; 2025Q4: 6,015 shares; 2026Q1: 6,215 shares; 2026Q2: 6,981 shares 6,981 $1.44M 0.16% +766 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,060 shares; 2024Q4: 9,060 shares; 2025Q1: 9,060 shares; 2025Q2: 9,060 shares; 2025Q3: 8,860 shares; 2025Q4: 8,860 shares; 2026Q1: 8,860 shares; 2026Q2: 8,860 shares 8,860 $1.44M 0.15% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,090 shares; 2024Q4: 7,665 shares; 2025Q1: 8,090 shares; 2025Q2: 8,090 shares; 2025Q3: 7,740 shares; 2025Q4: 7,740 shares; 2026Q1: 7,667 shares; 2026Q2: 7,667 shares 7,667 $1.42M 0.15% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 705 shares; 2025Q3: not reported; 2025Q4: 705 shares; 2026Q1: 5,150 shares; 2026Q2: 15,565 shares 15,565 $1.41M 0.15% +10,415 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,301 shares; 2024Q4: 21,201 shares; 2025Q1: 20,051 shares; 2025Q2: 19,851 shares; 2025Q3: 19,951 shares; 2025Q4: 19,951 shares; 2026Q1: 19,951 shares; 2026Q2: 19,886 shares 19,886 $1.39M 0.15% -65 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,498 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,406 shares; 2026Q1: 2,406 shares; 2026Q2: 2,406 shares 2,406 $1.39M 0.15% 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: 3,444 shares; 2024Q4: 3,357 shares; 2025Q1: 3,354 shares; 2025Q2: 3,313 shares; 2025Q3: 3,163 shares; 2025Q4: 2,908 shares; 2026Q1: 3,139 shares; 2026Q2: 3,613 shares 3,613 $1.35M 0.15% +474 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: 46,416 shares; 2024Q4: 39,169 shares; 2025Q1: 39,111 shares; 2025Q2: 39,383 shares; 2025Q3: 37,773 shares; 2025Q4: 36,948 shares; 2026Q1: 36,309 shares; 2026Q2: 31,495 shares 31,495 $1.33M 0.14% -4,814 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,796 shares; 2024Q4: 45,199 shares; 2025Q1: 51,599 shares; 2025Q2: 53,700 shares; 2025Q3: 51,102 shares; 2025Q4: 51,104 shares; 2026Q1: 49,354 shares; 2026Q2: 19,675 shares 19,675 $1.32M 0.14% -29,679 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,790 shares; 2024Q4: 9,790 shares; 2025Q1: 9,790 shares; 2025Q2: 9,115 shares; 2025Q3: 8,515 shares; 2025Q4: 8,515 shares; 2026Q1: 8,182 shares; 2026Q2: 7,782 shares 7,782 $1.27M 0.14% -400 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,603 shares; 2024Q4: 143,878 shares; 2025Q1: 154,853 shares; 2025Q2: 160,628 shares; 2025Q3: 156,748 shares; 2025Q4: 151,948 shares; 2026Q1: 155,538 shares; 2026Q2: 159,453 shares 159,453 $1.23M 0.13% +3,915 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: 3,016 shares; 2024Q4: 2,998 shares; 2025Q1: 2,715 shares; 2025Q2: 2,670 shares; 2025Q3: 2,470 shares; 2025Q4: 2,420 shares; 2026Q1: 2,320 shares; 2026Q2: 2,320 shares 2,320 $1.18M 0.13% 0 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: 745 shares; 2024Q4: 642 shares; 2025Q1: 682 shares; 2025Q2: 771 shares; 2025Q3: 784 shares; 2025Q4: 784 shares; 2026Q1: 984 shares; 2026Q2: 984 shares 984 $1.18M 0.13% 0 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,888 shares; 2024Q4: 18,567 shares; 2025Q1: 28,442 shares; 2025Q2: 29,642 shares; 2025Q3: 28,459 shares; 2025Q4: 24,165 shares; 2026Q1: 23,595 shares; 2026Q2: 22,064 shares 22,064 $1.18M 0.13% -1,531 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: 7,916 shares; 2024Q4: 8,379 shares; 2025Q1: 8,444 shares; 2025Q2: 9,212 shares; 2025Q3: 9,182 shares; 2025Q4: 9,016 shares; 2026Q1: 7,196 shares; 2026Q2: 7,046 shares 7,046 $1.17M 0.13% -150 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,569 shares; 2024Q4: 18,518 shares; 2025Q1: 20,963 shares; 2025Q2: 20,558 shares; 2025Q3: 20,288 shares; 2025Q4: 20,194 shares; 2026Q1: 8,960 shares; 2026Q2: 4,116 shares 4,116 $1.15M 0.12% -4,844 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,675 shares; 2024Q4: 8,725 shares; 2025Q1: 9,625 shares; 2025Q2: 9,625 shares; 2025Q3: 9,625 shares; 2025Q4: 9,625 shares; 2026Q1: 9,625 shares; 2026Q2: 9,200 shares 9,200 $1.11M 0.12% -425 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,811 shares; 2026Q1: 3,300 shares; 2026Q2: 2,964 shares 2,964 $1.1M 0.12% -336 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,893 shares; 2024Q4: 61,140 shares; 2025Q1: 53,225 shares; 2025Q2: 48,266 shares; 2025Q3: 31,673 shares; 2025Q4: 30,476 shares; 2026Q1: 22,042 shares; 2026Q2: 21,488 shares 21,488 $1.07M 0.12% -554 Timeline TAFL AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,000 shares; 2025Q1: 14,000 shares; 2025Q2: 25,000 shares; 2025Q3: 33,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares; 2026Q2: 41,500 shares 41,500 $1.05M 0.11% +1,500 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: 2,510 shares; 2024Q4: 2,535 shares; 2025Q1: 2,535 shares; 2025Q2: 2,535 shares; 2025Q3: 2,335 shares; 2025Q4: 2,335 shares; 2026Q1: 2,335 shares; 2026Q2: 2,335 shares 2,335 $1.04M 0.11% 0 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: 6,873 shares 6,873 $1.04M 0.11% new Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,567 shares; 2024Q4: 27,288 shares; 2025Q1: 29,638 shares; 2025Q2: 30,156 shares; 2025Q3: 30,156 shares; 2025Q4: 30,019 shares; 2026Q1: 31,019 shares; 2026Q2: 32,705 shares 32,705 $1.03M 0.11% +1,686 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 10,030 shares; 2025Q4: 10,030 shares; 2026Q1: 10,030 shares; 2026Q2: 10,090 shares 10,090 $1.03M 0.11% +60 Timeline KRE 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: 29,019 shares; 2024Q4: 23,523 shares; 2025Q1: 28,877 shares; 2025Q2: 29,031 shares; 2025Q3: 29,035 shares; 2025Q4: 29,114 shares; 2026Q1: 22,319 shares; 2026Q2: 13,697 shares 13,697 $1.03M 0.11% -8,622 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: 751 shares; 2025Q1: 800 shares; 2025Q2: 766 shares; 2025Q3: 742 shares; 2025Q4: 679 shares; 2026Q1: 715 shares; 2026Q2: 833 shares 833 $979K 0.11% +118 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: 3,847 shares; 2024Q4: 3,797 shares; 2025Q1: 3,797 shares; 2025Q2: 3,767 shares; 2025Q3: 3,602 shares; 2025Q4: 3,517 shares; 2026Q1: 3,517 shares; 2026Q2: 3,460 shares 3,460 $973K 0.1% -57 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: 17,980 shares; 2024Q4: 17,395 shares; 2025Q1: 18,040 shares; 2025Q2: 17,782 shares; 2025Q3: 4,260 shares; 2025Q4: 4,148 shares; 2026Q1: 3,848 shares; 2026Q2: 3,798 shares 3,798 $965K 0.1% -50 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,464 shares; 2025Q1: 23,464 shares; 2025Q2: 23,464 shares; 2025Q3: 26,464 shares; 2025Q4: 35,464 shares; 2026Q1: 35,464 shares; 2026Q2: 36,964 shares 36,964 $949K 0.1% +1,500 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,875 shares; 2024Q4: 10,450 shares; 2025Q1: 11,525 shares; 2025Q2: 12,382 shares; 2025Q3: 12,175 shares; 2025Q4: 11,575 shares; 2026Q1: 11,325 shares; 2026Q2: 7,451 shares 7,451 $881K 0.09% -3,874 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,783 shares; 2024Q4: 17,183 shares; 2025Q1: 17,083 shares; 2025Q2: 16,708 shares; 2025Q3: 15,241 shares; 2025Q4: 15,241 shares; 2026Q1: 15,241 shares; 2026Q2: 15,241 shares 15,241 $846K 0.09% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 1,375 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,245 shares; 2026Q2: 1,245 shares 1,245 $790K 0.08% 0 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,544 shares; 2024Q4: 12,544 shares; 2025Q1: 12,344 shares; 2025Q2: 12,344 shares; 2025Q3: 11,592 shares; 2025Q4: 11,592 shares; 2026Q1: 10,942 shares; 2026Q2: 8,822 shares 8,822 $765K 0.08% -2,120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,950 shares; 2026Q1: 8,950 shares; 2026Q2: 9,950 shares 9,950 $730K 0.08% +1,000 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: 2,390 shares; 2024Q4: 2,357 shares; 2025Q1: 2,352 shares; 2025Q2: 2,452 shares; 2025Q3: 2,052 shares; 2025Q4: 2,014 shares; 2026Q1: 2,014 shares; 2026Q2: 1,994 shares 1,994 $722K 0.08% -20 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,021 shares; 2024Q4: 14,696 shares; 2025Q1: 15,196 shares; 2025Q2: 17,956 shares; 2025Q3: 18,056 shares; 2025Q4: 15,856 shares; 2026Q1: 15,521 shares; 2026Q2: 15,361 shares 15,361 $714K 0.08% -160 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,337 shares; 2024Q4: 27,068 shares; 2025Q1: 26,974 shares; 2025Q2: 25,453 shares; 2025Q3: 21,814 shares; 2025Q4: 18,624 shares; 2026Q1: 17,159 shares; 2026Q2: 17,319 shares 17,319 $711K 0.08% +160 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 850 shares 850 $705K 0.08% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,055 shares; 2024Q4: 3,055 shares; 2025Q1: 3,055 shares; 2025Q2: 3,055 shares; 2025Q3: 3,055 shares; 2025Q4: 3,055 shares; 2026Q1: 3,055 shares; 2026Q2: 3,055 shares 3,055 $681K 0.07% 0 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,655 shares; 2024Q4: 9,555 shares; 2025Q1: 9,455 shares; 2025Q2: 9,455 shares; 2025Q3: 9,355 shares; 2025Q4: 8,855 shares; 2026Q1: 8,255 shares; 2026Q2: 7,555 shares 7,555 $646K 0.07% -700 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,721 shares; 2025Q4: 1,718 shares; 2026Q1: 1,718 shares; 2026Q2: 1,718 shares 1,718 $636K 0.07% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,672 shares; 2024Q4: 5,672 shares; 2025Q1: 5,672 shares; 2025Q2: 5,672 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 5,625 shares; 2026Q2: 4,125 shares 4,125 $634K 0.07% -1,500 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares; 2026Q2: 825 shares 825 $594K 0.06% 0 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN 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: 4,200 shares; 2026Q2: 4,150 shares 4,150 $592K 0.06% -50 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $550K 0.06% 0 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: 1,090 shares; 2024Q4: 1,090 shares; 2025Q1: 1,080 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares; 2026Q2: 1,105 shares 1,105 $547K 0.06% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O 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: 8,460 shares 8,460 $531K 0.06% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935 shares; 2024Q4: not reported; 2025Q1: 1,355 shares; 2025Q2: 1,355 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares; 2026Q1: 1,805 shares; 2026Q2: 1,805 shares 1,805 $525K 0.06% 0 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 860 shares; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,075 shares; 2026Q1: 813 shares; 2026Q2: 712 shares 712 $524K 0.06% -101 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: 200 shares; 2025Q4: 200 shares; 2026Q1: 190 shares; 2026Q2: 1,700 shares 1,700 $513K 0.06% +1,510 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 36,412 shares; 2026Q1: 38,463 shares; 2026Q2: 38,463 shares 38,463 $500K 0.05% 0 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: 4,095 shares; 2024Q4: 3,595 shares; 2025Q1: 3,490 shares; 2025Q2: 3,910 shares; 2025Q3: 3,870 shares; 2025Q4: 3,730 shares; 2026Q1: 3,730 shares; 2026Q2: 2,730 shares 2,730 $500K 0.05% -1,000 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,694 shares; 2024Q4: 16,294 shares; 2025Q1: 18,294 shares; 2025Q2: 18,044 shares; 2025Q3: 17,944 shares; 2025Q4: 17,944 shares; 2026Q1: 17,744 shares; 2026Q2: 14,994 shares 14,994 $499K 0.05% -2,750 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,800 shares; 2024Q4: 37,800 shares; 2025Q1: 18,800 shares; 2025Q2: 18,800 shares; 2025Q3: 18,800 shares; 2025Q4: 17,800 shares; 2026Q1: 17,800 shares; 2026Q2: 17,800 shares 17,800 $495K 0.05% 0 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES 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: 8,245 shares; 2026Q1: 9,955 shares; 2026Q2: 9,355 shares 9,355 $492K 0.05% -600 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,225 shares; 2024Q4: 80,630 shares; 2025Q1: 88,017 shares; 2025Q2: 92,004 shares; 2025Q3: 90,906 shares; 2025Q4: 76,259 shares; 2026Q1: 68,009 shares; 2026Q2: 14,955 shares 14,955 $490K 0.05% -53,054 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 755 shares; 2026Q2: 645 shares 645 $489K 0.05% -110 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,430 shares; 2024Q4: 11,918 shares; 2025Q1: 11,518 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares; 2025Q4: 23,199 shares; 2026Q1: 21,789 shares; 2026Q2: 9,126 shares 9,126 $485K 0.05% -12,663 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: 4,497 shares; 2024Q4: 5,038 shares; 2025Q1: 5,038 shares; 2025Q2: 5,038 shares; 2025Q3: 5,038 shares; 2025Q4: 4,805 shares; 2026Q1: 5,105 shares; 2026Q2: 5,055 shares 5,055 $484K 0.05% -50 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: 2,815 shares; 2024Q4: 2,816 shares; 2025Q1: 2,816 shares; 2025Q2: 2,816 shares; 2025Q3: 2,816 shares; 2025Q4: 2,816 shares; 2026Q1: 2,816 shares; 2026Q2: 2,257 shares 2,257 $480K 0.05% -559 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 4,759 shares 4,759 $480K 0.05% new 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: 4,521 shares; 2024Q4: 4,350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,159 shares; 2026Q1: 1,159 shares; 2026Q2: 1,126 shares 1,126 $444K 0.05% -33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,175 shares; 2026Q2: 2,810 shares 2,810 $440K 0.05% +635 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,055 shares; 2024Q4: 11,355 shares; 2025Q1: 12,195 shares; 2025Q2: 12,840 shares; 2025Q3: 12,840 shares; 2025Q4: 12,840 shares; 2026Q1: 12,640 shares; 2026Q2: 11,855 shares 11,855 $438K 0.05% -785 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,342 shares; 2024Q4: 2,342 shares; 2025Q1: 2,342 shares; 2025Q2: 2,342 shares; 2025Q3: 2,342 shares; 2025Q4: 2,342 shares; 2026Q1: 2,342 shares; 2026Q2: 2,342 shares 2,342 $434K 0.05% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $425K 0.05% 0 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL 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: 10,018 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $414K 0.04% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,425 shares; 2024Q4: not reported; 2025Q1: 3,705 shares; 2025Q2: 5,280 shares; 2025Q3: 5,280 shares; 2025Q4: 4,930 shares; 2026Q1: 5,610 shares; 2026Q2: 3,585 shares 3,585 $410K 0.04% -2,025 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,598 shares; 2025Q3: not reported; 2025Q4: 1,598 shares; 2026Q1: 1,598 shares; 2026Q2: 3,688 shares 3,688 $407K 0.04% +2,090 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: 1,329 shares; 2024Q4: not reported; 2025Q1: 1,054 shares; 2025Q2: 2,079 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,653 shares; 2026Q2: 1,610 shares 1,610 $405K 0.04% -43 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,375 shares; 2024Q4: 2,255 shares; 2025Q1: 2,231 shares; 2025Q2: 2,301 shares; 2025Q3: 2,226 shares; 2025Q4: 1,926 shares; 2026Q1: 1,926 shares; 2026Q2: 1,869 shares 1,869 $405K 0.04% -57 Timeline FNCL 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: 5,880 shares; 2024Q4: 5,681 shares; 2025Q1: 5,632 shares; 2025Q2: 5,433 shares; 2025Q3: 5,234 shares; 2025Q4: 5,235 shares; 2026Q1: 5,186 shares; 2026Q2: 5,187 shares 5,187 $397K 0.04% +1 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: 180 shares; 2024Q4: 183 shares; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 215 shares; 2026Q2: 574 shares 574 $394K 0.04% +359 Timeline VALU VALUE LINE INC More: the full row for VALUE LINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,274 shares; 2024Q4: 11,274 shares; 2025Q1: 10,774 shares; 2025Q2: 9,874 shares; 2025Q3: 9,274 shares; 2025Q4: 9,774 shares; 2026Q1: 9,474 shares; 2026Q2: 9,474 shares 9,474 $384K 0.04% 0 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $379K 0.04% 0 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: 166 shares 166 $377K 0.04% new 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: 276 shares; 2024Q4: 446 shares; 2025Q1: 771 shares; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares; 2026Q2: 1,240 shares 1,240 $373K 0.04% +375 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,150 shares; 2025Q2: 5,150 shares; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares; 2026Q1: 5,150 shares; 2026Q2: 5,150 shares 5,150 $372K 0.04% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,250 shares; 2025Q2: 2,225 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares; 2026Q1: 1,800 shares; 2026Q2: 1,500 shares 1,500 $363K 0.04% -300 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,873 shares; 2024Q4: 7,304 shares; 2025Q1: 7,527 shares; 2025Q2: 6,684 shares; 2025Q3: 6,684 shares; 2025Q4: 6,684 shares; 2026Q1: 6,930 shares; 2026Q2: 6,684 shares 6,684 $362K 0.04% -246 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $355K 0.04% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 862 shares; 2026Q2: 932 shares 932 $352K 0.04% +70 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 1,890 shares; 2025Q3: 1,755 shares; 2025Q4: 2,900 shares; 2026Q1: 3,550 shares; 2026Q2: 3,610 shares 3,610 $349K 0.04% +60 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE 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: 4,801 shares 4,801 $344K 0.04% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,085 shares; 2025Q3: 1,035 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 985 shares 985 $336K 0.04% new Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $335K 0.04% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,656 shares; 2024Q4: 7,656 shares; 2025Q1: 7,656 shares; 2025Q2: 7,210 shares; 2025Q3: 6,710 shares; 2025Q4: 5,495 shares; 2026Q1: 5,395 shares; 2026Q2: 5,315 shares 5,315 $335K 0.04% -80 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,091 shares; 2024Q4: 16,591 shares; 2025Q1: 17,107 shares; 2025Q2: 16,557 shares; 2025Q3: 16,007 shares; 2025Q4: 15,007 shares; 2026Q1: 15,007 shares; 2026Q2: 15,063 shares 15,063 $330K 0.04% +56 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: 5,279 shares; 2024Q4: 5,124 shares; 2025Q1: 5,124 shares; 2025Q2: 5,589 shares; 2025Q3: 5,719 shares; 2025Q4: 4,919 shares; 2026Q1: 5,813 shares; 2026Q2: 5,713 shares 5,713 $329K 0.04% -100 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $319K 0.03% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,402 shares; 2024Q4: 4,359 shares; 2025Q1: 4,359 shares; 2025Q2: 4,359 shares; 2025Q3: 4,348 shares; 2025Q4: 4,319 shares; 2026Q1: 2,641 shares; 2026Q2: 2,340 shares 2,340 $317K 0.03% -301 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: 1,400 shares; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: not reported; 2026Q1: 1,050 shares; 2026Q2: 1,226 shares 1,226 $313K 0.03% +176 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: 2,106 shares; 2024Q4: 1,981 shares; 2025Q1: 1,981 shares; 2025Q2: 2,901 shares; 2025Q3: 2,376 shares; 2025Q4: 2,376 shares; 2026Q1: 2,376 shares; 2026Q2: 3,433 shares 3,433 $312K 0.03% +1,057 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 888 shares; 2026Q2: 888 shares 888 $311K 0.03% 0 Timeline TBT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 8,600 shares; 2025Q2: 8,600 shares; 2025Q3: 8,600 shares; 2025Q4: 8,600 shares; 2026Q1: 8,600 shares; 2026Q2: 8,600 shares 8,600 $300K 0.03% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,949 shares; 2025Q1: 2,949 shares; 2025Q2: 3,107 shares; 2025Q3: 3,107 shares; 2025Q4: 3,107 shares; 2026Q1: 3,107 shares; 2026Q2: 3,107 shares 3,107 $300K 0.03% 0 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $299K 0.03% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 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 $299K 0.03% 0 Timeline FISV FISERV INC More: the full row for FISERV 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: 4,805 shares; 2026Q1: 5,500 shares; 2026Q2: 6,000 shares 6,000 $294K 0.03% +500 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,286 shares; 2024Q4: 11,286 shares; 2025Q1: 11,286 shares; 2025Q2: 7,926 shares; 2025Q3: 7,926 shares; 2025Q4: 7,926 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $285K 0.03% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $277K 0.03% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770 shares; 2024Q4: 1,428 shares; 2025Q1: 1,398 shares; 2025Q2: 1,317 shares; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares; 2026Q1: 1,267 shares; 2026Q2: 1,267 shares 1,267 $276K 0.03% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,091 shares; 2024Q4: 3,131 shares; 2025Q1: not reported; 2025Q2: 3,122 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,600 shares; 2026Q2: 3,700 shares 3,700 $271K 0.03% +100 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: 5,425 shares; 2024Q4: 5,125 shares; 2025Q1: 4,625 shares; 2025Q2: 4,625 shares; 2025Q3: 4,325 shares; 2025Q4: 3,325 shares; 2026Q1: 2,925 shares; 2026Q2: 2,925 shares 2,925 $265K 0.03% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $259K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $259K 0.03% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,550 shares; 2026Q2: 8,975 shares 8,975 $253K 0.03% -575 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: 30,349 shares; 2024Q4: 23,653 shares; 2025Q1: 14,423 shares; 2025Q2: 13,122 shares; 2025Q3: 11,472 shares; 2025Q4: 8,872 shares; 2026Q1: 10,572 shares; 2026Q2: 10,372 shares 10,372 $250K 0.03% -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: not reported; 2024Q4: 394 shares; 2025Q1: 494 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 494 shares; 2026Q2: 484 shares 484 $249K 0.03% -10 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,217 shares; 2025Q3: 4,958 shares; 2025Q4: 4,958 shares; 2026Q1: 4,958 shares; 2026Q2: 4,958 shares 4,958 $247K 0.03% 0 Timeline UBT PROSHARES TR More: the full row for PROSHARES 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: 9,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $245K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,191 shares; 2024Q4: 4,884 shares; 2025Q1: 4,884 shares; 2025Q2: 4,884 shares; 2025Q3: 4,384 shares; 2025Q4: 4,384 shares; 2026Q1: 3,384 shares; 2026Q2: 3,384 shares 3,384 $243K 0.03% 0 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,585 shares; 2024Q4: 27,915 shares; 2025Q1: 27,415 shares; 2025Q2: 26,115 shares; 2025Q3: not reported; 2025Q4: 24,465 shares; 2026Q1: 22,315 shares; 2026Q2: 19,215 shares 19,215 $243K 0.03% -3,100 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 640 shares 640 $240K 0.03% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,394 shares; 2024Q4: 12,243 shares; 2025Q1: 12,093 shares; 2025Q2: 10,640 shares; 2025Q3: 9,847 shares; 2025Q4: 10,097 shares; 2026Q1: 10,718 shares; 2026Q2: 11,393 shares 11,393 $236K 0.03% +675 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 3,050 shares; 2026Q2: 3,050 shares 3,050 $234K 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: 4,081 shares; 2024Q4: 4,121 shares; 2025Q1: 4,121 shares; 2025Q2: 4,021 shares; 2025Q3: 4,021 shares; 2025Q4: 4,100 shares; 2026Q1: not reported; 2026Q2: 1,816 shares 1,816 $233K 0.03% new Timeline FDMO 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: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: not reported; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares; 2026Q2: 2,360 shares 2,360 $233K 0.03% 0 Timeline EDV 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: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $228K 0.02% 0 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,650 shares; 2024Q4: 4,050 shares; 2025Q1: 4,050 shares; 2025Q2: 3,725 shares; 2025Q3: 3,725 shares; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares; 2026Q2: 3,725 shares 3,725 $219K 0.02% 0 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: 2,478 shares; 2024Q4: 2,478 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares; 2026Q2: 1,438 shares 1,438 $218K 0.02% 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: 810 shares 810 $218K 0.02% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,350 shares; 2025Q2: not reported; 2025Q3: 2,825 shares; 2025Q4: 2,825 shares; 2026Q1: 2,275 shares; 2026Q2: 1,275 shares 1,275 $217K 0.02% -1,000 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: not reported; 2026Q2: 800 shares 800 $212K 0.02% new Timeline FQAL 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: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: not reported; 2025Q4: 2,570 shares; 2026Q1: 2,570 shares; 2026Q2: 2,570 shares 2,570 $209K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,234 shares; 2026Q2: 1,234 shares 1,234 $209K 0.02% 0 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: 238 shares; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $208K 0.02% 0 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: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 288 shares; 2025Q3: not reported; 2025Q4: 290 shares; 2026Q1: 288 shares; 2026Q2: 276 shares 276 $206K 0.02% -12 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 1,757 shares; 2026Q2: 1,682 shares 1,682 $200K 0.02% -75 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: not reported; 2025Q4: 496 shares; 2026Q1: 496 shares; 2026Q2: 1,296 shares 1,296 $192K 0.02% +800 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 768 shares; 2025Q1: 1,766 shares; 2025Q2: 1,766 shares; 2025Q3: not reported; 2025Q4: 1,766 shares; 2026Q1: 1,766 shares; 2026Q2: 1,766 shares 1,766 $177K 0.02% 0 Timeline FVAL 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: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: not reported; 2025Q4: 2,230 shares; 2026Q1: 2,230 shares; 2026Q2: 2,230 shares 2,230 $174K 0.02% 0 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: 2,312 shares; 2024Q4: 1,962 shares; 2025Q1: 2,912 shares; 2025Q2: 2,912 shares; 2025Q3: not reported; 2025Q4: 2,162 shares; 2026Q1: 2,162 shares; 2026Q2: 2,162 shares 2,162 $173K 0.02% 0 Timeline ESRT EMPIRE ST RLTY TR INC More: the full row for EMPIRE ST RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,800 shares; 2024Q4: not reported; 2025Q1: 21,800 shares; 2025Q2: 27,825 shares; 2025Q3: 32,440 shares; 2025Q4: 29,740 shares; 2026Q1: 29,075 shares; 2026Q2: 31,675 shares 31,675 $171K 0.02% +2,600 Timeline JCPB 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: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $160K 0.02% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,550 shares; 2024Q4: 29,550 shares; 2025Q1: 29,550 shares; 2025Q2: 29,550 shares; 2025Q3: not reported; 2025Q4: 29,550 shares; 2026Q1: 29,550 shares; 2026Q2: 29,550 shares 29,550 $144K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,614 shares; 2025Q3: not reported; 2025Q4: 10,642 shares; 2026Q1: 10,154 shares; 2026Q2: 10,165 shares 10,165 $141K 0.02% +11 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 350 shares; 2025Q3: not reported; 2025Q4: 329 shares; 2026Q1: 275 shares; 2026Q2: 1,100 shares 1,100 $137K 0.01% +825 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 785 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $131K 0.01% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: not reported; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 1,506 shares 1,506 $130K 0.01% +1,255 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 1,408 shares; 2025Q1: 1,152 shares; 2025Q2: 1,152 shares; 2025Q3: not reported; 2025Q4: 1,034 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $125K 0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $115K 0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,207 shares; 2026Q1: 2,207 shares; 2026Q2: 2,207 shares 2,207 $112K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 168 shares 168 $110K 0.01% new 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: not reported; 2024Q4: 751 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: not reported; 2025Q4: 679 shares; 2026Q1: 679 shares; 2026Q2: 491 shares 491 $108K 0.01% -188 Timeline XLP 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: 1,221 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $99.7K 0.01% 0 Timeline KBE 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: 1,961 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: not reported; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $97.2K 0.01% 0 Timeline SWZ TOTAL RETURN SECURITIES FUND More: the full row for TOTAL RETURN SECURITIES FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,961 shares; 2024Q4: 14,961 shares; 2025Q1: 14,961 shares; 2025Q2: 14,961 shares; 2025Q3: not reported; 2025Q4: 14,961 shares; 2026Q1: 14,961 shares; 2026Q2: 14,961 shares 14,961 $88.9K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: not reported; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 612 shares 612 $84.2K 0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 659 shares; 2025Q3: not reported; 2025Q4: 659 shares; 2026Q1: 659 shares; 2026Q2: 659 shares 659 $70.2K 0.01% 0 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,896 shares 3,896 $69.3K 0.01% new 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 250 shares; 2026Q2: 350 shares 350 $66.7K 0.01% +100 Timeline PDP 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: 467 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: not reported; 2025Q4: 392 shares; 2026Q1: 392 shares; 2026Q2: 392 shares 392 $59.5K 0.01% 0 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: not reported; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: not reported; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $56.3K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 342 shares; 2025Q3: not reported; 2025Q4: 342 shares; 2026Q1: 342 shares; 2026Q2: 342 shares 342 $56.2K 0.01% 0 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,600 shares; 2024Q4: 20,100 shares; 2025Q1: 22,100 shares; 2025Q2: 22,100 shares; 2025Q3: not reported; 2025Q4: 22,100 shares; 2026Q1: 22,100 shares; 2026Q2: 22,100 shares 22,100 $50.4K 0.01% 0 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 247 shares; 2025Q3: not reported; 2025Q4: 247 shares; 2026Q1: 247 shares; 2026Q2: 247 shares 247 $49.5K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 410 shares; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 410 shares; 2026Q2: 410 shares 410 $48.2K 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $46.9K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 875 shares 875 $46.9K 0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: not reported; 2025Q4: 433 shares; 2026Q1: 433 shares; 2026Q2: 433 shares 433 $42.6K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: not reported; 2025Q4: 266 shares; 2026Q1: 266 shares; 2026Q2: 266 shares 266 $39.3K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $37.7K <0.01% new 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: not reported; 2024Q4: 264 shares; 2025Q1: 264 shares; 2025Q2: 390 shares; 2025Q3: not reported; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 390 shares 390 $37.6K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: not reported; 2025Q4: 268 shares; 2026Q1: 268 shares; 2026Q2: 268 shares 268 $36.6K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 325 shares 325 $34.8K <0.01% new Timeline BBCA 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: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $34.3K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 341 shares; 2025Q1: 341 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $28.6K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266 shares; 2024Q4: 266 shares; 2025Q1: 266 shares; 2025Q2: 266 shares; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 325 shares; 2026Q2: 295 shares 295 $27.9K <0.01% -30 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: not reported; 2025Q4: 552 shares; 2026Q1: 552 shares; 2026Q2: 552 shares 552 $25K <0.01% 0 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: 204 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: not reported; 2025Q4: 204 shares; 2026Q1: 204 shares; 2026Q2: 204 shares 204 $24K <0.01% 0 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $23.8K <0.01% new Timeline PSL 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 200 shares 200 $22.4K <0.01% new Timeline FTEC 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: 73 shares; 2024Q4: 615 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: not reported; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $20.8K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $19.8K <0.01% 0 Timeline BBUS 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: 144 shares; 2026Q1: 144 shares; 2026Q2: 144 shares 144 $19.4K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $18.3K <0.01% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: not reported; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 216 shares 216 $17.4K <0.01% +162 Timeline VNQ 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: not reported; 2025Q4: 130 shares; 2026Q1: 130 shares; 2026Q2: 130 shares 130 $12.5K <0.01% 0 Timeline PFM 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: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 200 shares 200 $11.1K <0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 95 shares 95 $11K <0.01% new Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,625 shares; 2024Q4: 14,625 shares; 2025Q1: 14,625 shares; 2025Q2: 14,625 shares; 2025Q3: not reported; 2025Q4: 18,325 shares; 2026Q1: 18,325 shares; 2026Q2: 18,325 shares 18,325 $7.82K <0.01% 0 Timeline DPST DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $7.07K <0.01% new Timeline PSQH PSQ HOLDINGS INC More: the full row for PSQ HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,430 shares; 2024Q4: 11,430 shares; 2025Q1: 11,430 shares; 2025Q2: 11,430 shares; 2025Q3: not reported; 2025Q4: 11,430 shares; 2026Q1: not reported; 2026Q2: 16,230 shares 16,230 $6.54K <0.01% new Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $6.34K <0.01% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $5.66K <0.01% new Timeline BBIN 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: 58 shares; 2026Q1: not reported; 2026Q2: 58 shares 58 $4.53K <0.01% new Timeline JEMA 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: 38 shares; 2026Q1: not reported; 2026Q2: 38 shares 38 $2.43K <0.01% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $1.73K <0.01% new Timeline PKB 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: 14 shares; 2024Q4: 14 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: not reported; 2026Q2: 14 shares 14 $1.57K <0.01% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: not reported; 2026Q2: 4 shares 4 $1.46K <0.01% new Timeline